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行之将至
11-21 10:31
上调发行价吗
小马智行将IPO定价推迟,知情人士:因增发认购量较大,需要重新定价
行之将至
11-21 08:32
$英伟达(NVDA)$
当前美股的形势,以及国家状态,不支持他大跌
行之将至
11-18
Fsd落地大概率合作模式。但是一龙应该不会同意。一龙不是妥协的人
抱歉,原内容已删除
行之将至
11-15
$特斯拉(TSLA)$
美滋滋,买的302put
行之将至
11-15
$特斯拉(TSLA)$
7500美元方案对特斯拉总体利好
行之将至
11-14
$英伟达(NVDA)$
大家财报准备怎么玩
行之将至
11-08
$美国超微公司(AMD)$
amd的新9800x3d封神了
行之将至
10-24
$特斯拉(TSLA)$
没什么好说的,愿赌服输,买了205put。只怪贪心了,没止盈
行之将至
10-18
特斯拉的纯视觉算法,很难进来
知情人士:特斯拉FSD入华尚未得到批准 马斯克曾寻求获得部分数据
行之将至
10-18
$蔚来(NIO)$
蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。
行之将至
10-14
$特斯拉(TSLA)$
美国人自己看不起的马斯克,中国人民觉得他很能战。
行之将至
10-14
//
@上海滩股
:
$特斯拉(TSLA)$
马部长如愿以偿了
据福克斯新闻:美国前总统特朗普表示,马斯克希望负责削减成本的职位,将设立一个叫做“削减成本部长”的新职位。
行之将至
09-23
$蔚来(NIO)$
聊下我试驾以后的感受。 1操控还行,底盘还行。辅助驾驶也试了一下,还可以。城区开开可以 2屁股后面是蔚来乐道 3目前乐道的换电站还没全部铺设完成,住的区域目前还不支持乐道说快咯。 4月租金470左右。不带电池14万多一些
行之将至
09-21
$蔚来(NIO)$
极氪7x,智己ls6,这个周末乐道压力很大。尤其是目前大定可以退。订单会减少
行之将至
09-19
$蔚来(NIO)$
价格已出
行之将至
09-19
$蔚来(NIO)$
我对实车看完乐道的几个看法 1内饰空间确实比特斯拉y和小鹏g6强。 2电池容量60度应该这个价位最小。 3算力,单颗x芯片未来想象空间不多,对标y 702算力,这个是最大硬伤 4换掉对于经常跑长途车主很有优势 5所有的车都在对标y,但是y是特斯拉几年前的产品。甚至有些车比不过y。如果特斯拉明年上新款,是不是又要甩开这些对标y的车厂
行之将至
09-11
$蔚来(NIO)$
1主流车型es6等瞄准中产阶层,众所周知,中产现在滑坡严重。 2高端车型,没法突围。 3目前亏损掉800亿。未来新能源汽车利润率肯定拉低,如何回本 4换电站建设速度和新车销售速度是否正相关,或者是否匹配 5智能芯片和手机纯粹浪费 6乐道品牌低蔚来一等,部分买家不一定买单
行之将至
09-08
$蔚来(NIO)$
如果他们家每个月亏损50亿。汽车销售毛利率提不上,且没有压倒性的优势相对于竞争对手。还无尽的在花钱。 第一芯片(我不太懂,目前他们的英伟达完全够用,且智驾水平没有很大竞争优势,且亏损去防备供应链问题去搞芯片的逻辑是什么?相比于英伟达断供不是更应该担心他们的资金) 第二子品牌战略。乐道目前来看无法大火,子品牌完全是战略失误。特斯拉有s 也有y没有说因为y而影响了s。反而蔚来自己主品牌做不起来的情况下强行子品牌感觉危险。就像上汽的新能源子品牌一大堆能做起来几个 第三听说还要上萤火虫。如果真的想早日盈利。建议减少研发。先把自己已有的产品小改款或者降价。所谓不降价绝对是糊涂的,老车主会感谢你,但是你拉不来新车主那绝对是失败的。
行之将至
09-07
Replying to
@韭菜坛子
:标准文案//
@韭菜坛子
:用车快6年了,从来不担心蔚来会算计我,不用斗智斗勇,车企和用户有分歧时,一般都会让着点用户。当然你也别太过分。
行之将至
09-05
$蔚来(NIO)$
如果乐道销量上不了,是不是就危险了
去老虎APP查看更多动态
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Boutique报道消息,中国自动驾驶公司小马智行预计将于11月21日正式登陆纳斯达克。但内部人士透露,这个时间并不准确,小马智行不是21号登陆纳斯达克。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-11-21/doc-incwusvu1537044.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"PONY":"小马智行"},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-11-21/doc-incwusvu1537044.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138581666","content_text":"11月21日,继昨日小马智行宣布扩大ADS发行规模至2000万股后,今日有文件显示,小马智行将IPO定价推迟到下周。据内部知情人士透露,此次IPO定价推迟是“因为增发,认购量比较大,于是需要重新定价。”另外,此前IPO Boutique报道消息,中国自动驾驶公司小马智行预计将于11月21日正式登陆纳斯达克。但内部人士透露,这个时间并不准确,小马智行不是21号登陆纳斯达克。","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373160129180056,"gmtCreate":1732149122843,"gmtModify":1732149124262,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116543634299330","authorIdStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 当前美股的形势,以及国家状态,不支持他大跌","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 当前美股的形势,以及国家状态,不支持他大跌","text":"$英伟达(NVDA)$ 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知情人士:特斯拉FSD入华尚未得到批准 马斯克曾寻求获得部分数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-18 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>多位知情人士透露,中国政府支持其在遵循现有法律法规的前提下,先行先试部分FSD功能,但FSD入华尚未得到监管部门批准,相关评估工作还在进行中。接近特斯拉人士表示,马斯克曾向相关部门提议,希望能够直接获取部分非敏感性的视频数据,以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估,以确保数据安全性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138585371","content_text":"多位知情人士透露,中国政府支持其在遵循现有法律法规的前提下,先行先试部分FSD功能,但FSD入华尚未得到监管部门批准,相关评估工作还在进行中。接近特斯拉人士表示,马斯克曾向相关部门提议,希望能够直接获取部分非敏感性的视频数据,以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估,以确保数据安全性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361206665957520,"gmtCreate":1729220874920,"gmtModify":1729554002417,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116543634299330","authorIdStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","text":"$蔚来(NIO)$ 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/361206665957520","isVote":1,"tweetType":1,"viewCount":11165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531794920673583","authorId":"3531794920673583","name":"峰哨","avatar":"https://static.tigerbbs.com/9f1f7cc48c0b1288299aaa25fa62486c","crmLevel":3,"crmLevelSwitch":1,"idStr":"3531794920673583","authorIdStr":"3531794920673583"},"content":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!","text":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!","html":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359982081699976,"gmtCreate":1728894164739,"gmtModify":1728894166268,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116543634299330","authorIdStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 美国人自己看不起的马斯克,中国人民觉得他很能战。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 美国人自己看不起的马斯克,中国人民觉得他很能战。","text":"$特斯拉(TSLA)$ 美国人自己看不起的马斯克,中国人民觉得他很能战。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359982081699976","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359882124869904,"gmtCreate":1728869879870,"gmtModify":1728869881540,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116543634299330","authorIdStr":"4116543634299330"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3456496171359250\">@上海滩股</a>:<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 马部长如愿以偿了","listText":"//<a href=\"https://laohu8.com/U/3456496171359250\">@上海滩股</a>:<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 马部长如愿以偿了","text":"//@上海滩股:$特斯拉(TSLA)$ 马部长如愿以偿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359882124869904","repostId":"2475840366","repostType":2,"repost":{"id":"2475840366","pubTimestamp":1728832982,"share":"https://www.laohu8.com/m/news/2475840366?lang=&edition=full","pubTime":"2024-10-13 23:23","market":"fut","language":"zh","title":"据福克斯新闻:美国前总统特朗普表示,马斯克希望负责削减成本的职位,将设立一个叫做“削减成本部长”的新职位。","url":"https://stock-news.laohu8.com/highlight/detail?id=2475840366","media":"金十财经","summary":"据福克斯新闻:美国前总统特朗普表示,马斯克希望负责削减成本的职位,将设立一个叫做“削减成本部长”的新职位。","content":"<html><body><p>据福克斯新闻:美国前总统特朗普表示,马斯克希望负责削减成本的职位,将设立一个叫做“削减成本部长”的新职位。</p></body></html>","source":"live_jinshicaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>7x24快讯</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-13 23:23 北京时间 <a href=https://flash-api.jin10.com/get_flash_list?channel=2><strong>金十财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据福克斯新闻:美国前总统特朗普表示,马斯克希望负责削减成本的职位,将设立一个叫做“削减成本部长”的新职位。</p>\n\n<a href=\"https://flash-api.jin10.com/get_flash_list?channel=2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4585":"ETF&股票定投概念","TSLA":"特斯拉","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4534":"瑞士信贷持仓","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4555":"新能源车","LU2326559502.SGD":"Natixis Loomis Sayles US Growth 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@韭菜坛子:标准文案//@韭菜坛子:用车快6年了,从来不担心蔚来会算计我,不用斗智斗勇,车企和用户有分歧时,一般都会让着点用户。当然你也别太过分。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346706078912624","isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346033651867984,"gmtCreate":1725507663759,"gmtModify":1725507665247,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4116543634299330","authorIdStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 如果乐道销量上不了,是不是就危险了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 如果乐道销量上不了,是不是就危险了","text":"$蔚来(NIO)$ 如果乐道销量上不了,是不是就危险了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346033651867984","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"fincc","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"还有萤火虫 故事可以一直讲 就看人们是不是一直信","text":"还有萤火虫 故事可以一直讲 就看人们是不是一直信","html":"还有萤火虫 故事可以一直讲 就看人们是不是一直信"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":361206665957520,"gmtCreate":1729220874920,"gmtModify":1729554002417,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116543634299330","idStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","text":"$蔚来(NIO)$ 蔚来的定位是中国版的奔驰。我觉得他们策略是用堆料的方式去营造豪华。用4个英伟达智驾芯片和双电机成本上去了。 但是4个芯片的性能没法和华为ads3.0媲美。反而成本高了。其次就是双电机确实带来了非常好的加速,但是市场对加速不是痛点。市场的痛点换电算他们压对了。内饰压对了,但是充电口反人类。 第二蔚来乐道目前走量,可以,远期不太好看。 第三蔚来自救之路是。当前出一款减配版,es6。单电机,可换电,智驾芯片1了ox够了。总价控制在带电池24.9万bass方案,17.9万。这个价格可以抢y和理想的市场。且有竞争力。 如果蔚来继续想依靠豪华感的战略,目前看是走不通的。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":16,"repostSize":1,"link":"https://laohu8.com/post/361206665957520","isVote":1,"tweetType":1,"viewCount":11165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531794920673583","authorId":"3531794920673583","name":"峰哨","avatar":"https://static.tigerbbs.com/9f1f7cc48c0b1288299aaa25fa62486c","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3531794920673583","idStr":"3531794920673583"},"content":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!","text":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!","html":"有些观点虽然不赞同,但是看懂了,但是充电口反人类我真的没懂,所有车的充电口都是统一的呀!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347074040807712,"gmtCreate":1725764191788,"gmtModify":1725874203316,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116543634299330","idStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 如果他们家每个月亏损50亿。汽车销售毛利率提不上,且没有压倒性的优势相对于竞争对手。还无尽的在花钱。 第一芯片(我不太懂,目前他们的英伟达完全够用,且智驾水平没有很大竞争优势,且亏损去防备供应链问题去搞芯片的逻辑是什么?相比于英伟达断供不是更应该担心他们的资金) 第二子品牌战略。乐道目前来看无法大火,子品牌完全是战略失误。特斯拉有s 也有y没有说因为y而影响了s。反而蔚来自己主品牌做不起来的情况下强行子品牌感觉危险。就像上汽的新能源子品牌一大堆能做起来几个 第三听说还要上萤火虫。如果真的想早日盈利。建议减少研发。先把自己已有的产品小改款或者降价。所谓不降价绝对是糊涂的,老车主会感谢你,但是你拉不来新车主那绝对是失败的。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 如果他们家每个月亏损50亿。汽车销售毛利率提不上,且没有压倒性的优势相对于竞争对手。还无尽的在花钱。 第一芯片(我不太懂,目前他们的英伟达完全够用,且智驾水平没有很大竞争优势,且亏损去防备供应链问题去搞芯片的逻辑是什么?相比于英伟达断供不是更应该担心他们的资金) 第二子品牌战略。乐道目前来看无法大火,子品牌完全是战略失误。特斯拉有s 也有y没有说因为y而影响了s。反而蔚来自己主品牌做不起来的情况下强行子品牌感觉危险。就像上汽的新能源子品牌一大堆能做起来几个 第三听说还要上萤火虫。如果真的想早日盈利。建议减少研发。先把自己已有的产品小改款或者降价。所谓不降价绝对是糊涂的,老车主会感谢你,但是你拉不来新车主那绝对是失败的。","text":"$蔚来(NIO)$ 如果他们家每个月亏损50亿。汽车销售毛利率提不上,且没有压倒性的优势相对于竞争对手。还无尽的在花钱。 第一芯片(我不太懂,目前他们的英伟达完全够用,且智驾水平没有很大竞争优势,且亏损去防备供应链问题去搞芯片的逻辑是什么?相比于英伟达断供不是更应该担心他们的资金) 第二子品牌战略。乐道目前来看无法大火,子品牌完全是战略失误。特斯拉有s 也有y没有说因为y而影响了s。反而蔚来自己主品牌做不起来的情况下强行子品牌感觉危险。就像上汽的新能源子品牌一大堆能做起来几个 第三听说还要上萤火虫。如果真的想早日盈利。建议减少研发。先把自己已有的产品小改款或者降价。所谓不降价绝对是糊涂的,老车主会感谢你,但是你拉不来新车主那绝对是失败的。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/347074040807712","isVote":1,"tweetType":1,"viewCount":2637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498829025386399","authorId":"3498829025386399","name":"哈哈哈哈健","avatar":"https://static.tigerbbs.com/8eba46d9f0992603fc85a6c688445b6c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498829025386399","idStr":"3498829025386399"},"content":"所以你当不了公司CEO 你的想法就是大众的想法 没什么新意","text":"所以你当不了公司CEO 你的想法就是大众的想法 没什么新意","html":"所以你当不了公司CEO 你的想法就是大众的想法 没什么新意"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689357058,"gmtCreate":1655388831276,"gmtModify":1704862200317,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116543634299330","idStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FLFVU\">$Feutune Light Acquisition Corporation(FLFVU)$</a>几点开始竞价","listText":"<a href=\"https://laohu8.com/S/FLFVU\">$Feutune Light Acquisition Corporation(FLFVU)$</a>几点开始竞价","text":"$Feutune Light Acquisition Corporation(FLFVU)$几点开始竞价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/689357058","isVote":1,"tweetType":1,"viewCount":1784,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000307","authorId":"9000000000000307","name":"福斯特09","avatar":"https://static.tigerbbs.com/e0718fadae159e83dfa236747cbf442c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000307","idStr":"9000000000000307"},"content":"Feutune Light Acquisition Corporation(FLFVU)这现在是属于什么阶段?上市了?","text":"Feutune Light Acquisition Corporation(FLFVU)这现在是属于什么阶段?上市了?","html":"Feutune Light Acquisition Corporation(FLFVU)这现在是属于什么阶段?上市了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687175363,"gmtCreate":1660830555655,"gmtModify":1660830555655,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116543634299330","idStr":"4116543634299330"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>临时不给分配额度,这种公司格局太小,祝大跌","listText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>临时不给分配额度,这种公司格局太小,祝大跌","text":"$大健云仓(GCT)$临时不给分配额度,这种公司格局太小,祝大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/687175363","isVote":1,"tweetType":1,"viewCount":13430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372336984105152,"gmtCreate":1731911712968,"gmtModify":1731911715343,"author":{"id":"4116543634299330","authorId":"4116543634299330","name":"行之将至","avatar":"https://static.tigerbbs.com/c7d3893260393cb8d9725a66cfbd5482","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116543634299330","idStr":"4116543634299330"},"themes":[],"htmlText":"Fsd落地大概率合作模式。但是一龙应该不会同意。一龙不是妥协的人","listText":"Fsd落地大概率合作模式。但是一龙应该不会同意。一龙不是妥协的人","text":"Fsd落地大概率合作模式。但是一龙应该不会同意。一龙不是妥协的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372336984105152","repostId":"2484690604","repostType":2,"repost":{"id":"2484690604","pubTimestamp":1731909819,"share":"https://www.laohu8.com/m/news/2484690604?lang=&edition=full","pubTime":"2024-11-18 14:03","market":"us","language":"zh","title":"与上汽讨论FSD授权?特斯拉中国:没有跟任何企业就此交流过","url":"https://stock-news.laohu8.com/highlight/detail?id=2484690604","media":"美港电讯","summary":"【与上汽讨论FSD授权?特斯拉中国:没有跟任何企业就此交流过】金十数据11月18日讯,针对与上汽讨论FSD授权的传言,特斯拉中国回应记者,“我们目前没有跟任何企业就此交流过”。此前有市场传闻称特斯拉F","content":"<html><body><p>【与上汽讨论FSD授权?特斯拉中国:没有跟任何企业就此交流过】金十数据11月18日讯,针对与上汽讨论FSD授权的传言,特斯拉中国回应记者,“我们目前没有跟任何企业就此交流过”。此前有市场传闻称特斯拉FSD入华后将授权上汽做Robotaxi,并已与上汽沟通了两轮。</p></body></html>","source":"live_meigang","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>与上汽讨论FSD授权?特斯拉中国:没有跟任何企业就此交流过</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知情人士:特斯拉FSD入华尚未得到批准 马斯克曾寻求获得部分数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-18 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>多位知情人士透露,中国政府支持其在遵循现有法律法规的前提下,先行先试部分FSD功能,但FSD入华尚未得到监管部门批准,相关评估工作还在进行中。接近特斯拉人士表示,马斯克曾向相关部门提议,希望能够直接获取部分非敏感性的视频数据,以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估,以确保数据安全性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138585371","content_text":"多位知情人士透露,中国政府支持其在遵循现有法律法规的前提下,先行先试部分FSD功能,但FSD入华尚未得到监管部门批准,相关评估工作还在进行中。接近特斯拉人士表示,马斯克曾向相关部门提议,希望能够直接获取部分非敏感性的视频数据,以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估,以确保数据安全性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}