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炒股养家1988
每单带止损,本金第一,回撤保本无脑出,细水长流,有利润无脑出,切忌贪婪
IP属地:江西
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炒股养家1988
04-23
我平仓了1手
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炒股养家1988
04-23
我平仓了1手
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炒股养家1988
04-23
我平仓了1手
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炒股养家1988
04-15
我平仓了7手
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04-14
我开仓了
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炒股养家1988
04-14
我开仓了
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04-14
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04-14
我平仓了
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炒股养家1988
04-14
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04-14
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炒股养家1988
04-14
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04-14
我开仓了
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04-07
我开仓了
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04-07
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04-07
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04-07
我平仓了
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04-04
我平仓了
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04-04
我开仓了2手
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炒股养家1988
04-03
我开仓了
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03-31
我开仓了
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被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象:汽车销售毛利率急剧下降,甚至直接转负。 如果说未来有一天,蔚小理会被两大巨头陆续卷死,那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单,蔚来与理想虽然毛利率大幅下跌,但是保住了营收,而小鹏的汽车利润率已经转负,却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆,一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢?小鹏每卖一辆车,都是亏的,这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道:“小鹏的产品是没问题的,是非常优秀的,甚至领先同级别竞品很多,现在目前最大的问题是“品牌问题”,最直接的体现就是销量,现在大家对产品是认可的,但是影响大家的决策中,有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉,但是消费者不懂啊,他就觉得你卖的少,就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然,虽然现金储备不及一些友商,但截至2023年3月31日,小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元,这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗?需要仔细考虑一下。 2022年,小鹏经营现金流净流出超过80亿元;而投资活动现金流虽然净流入48亿元,但主要由于短期存款到期,对现金储备并无任何帮助,至于融资现金流,虽然是净流入,但却是由借款产生。 2022年,小鹏新增贷款超68亿元,同比增加700%,小鹏现金储备充足的背后,是已经开始大笔举债的事实。 由借款产生的债权会产生利息,这会反过来加剧小鹏汽车现金储备下降的速度,如果小鹏为了不断扩","listText":"当比亚迪和特斯拉两个龙头轮番降价PK,谁会先倒下?答案是:小弟弟们。 被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象:汽车销售毛利率急剧下降,甚至直接转负。 如果说未来有一天,蔚小理会被两大巨头陆续卷死,那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单,蔚来与理想虽然毛利率大幅下跌,但是保住了营收,而小鹏的汽车利润率已经转负,却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆,一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢?小鹏每卖一辆车,都是亏的,这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道:“小鹏的产品是没问题的,是非常优秀的,甚至领先同级别竞品很多,现在目前最大的问题是“品牌问题”,最直接的体现就是销量,现在大家对产品是认可的,但是影响大家的决策中,有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉,但是消费者不懂啊,他就觉得你卖的少,就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然,虽然现金储备不及一些友商,但截至2023年3月31日,小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元,这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗?需要仔细考虑一下。 2022年,小鹏经营现金流净流出超过80亿元;而投资活动现金流虽然净流入48亿元,但主要由于短期存款到期,对现金储备并无任何帮助,至于融资现金流,虽然是净流入,但却是由借款产生。 2022年,小鹏新增贷款超68亿元,同比增加700%,小鹏现金储备充足的背后,是已经开始大笔举债的事实。 由借款产生的债权会产生利息,这会反过来加剧小鹏汽车现金储备下降的速度,如果小鹏为了不断扩","text":"当比亚迪和特斯拉两个龙头轮番降价PK,谁会先倒下?答案是:小弟弟们。 被戏称为“造车三傻”的蔚小理在2023年一季度出现了同一现象:汽车销售毛利率急剧下降,甚至直接转负。 如果说未来有一天,蔚小理会被两大巨头陆续卷死,那么第一个被卷死的很可能是刚刚宣布在北京正式开放城市NGP、一直“遥遥领先”的小鹏汽车。 原因很简单,蔚来与理想虽然毛利率大幅下跌,但是保住了营收,而小鹏的汽车利润率已经转负,却依然没有阻止销量连续5个季度下跌的趋势——从2021年四季度的41751辆一路下跌至今年一季度的18230辆,一季度营收更是同比近乎腰斩。 毛利率为负是什么概念呢?小鹏每卖一辆车,都是亏的,这还没算上行政、研发、销售费用三大费用。 一位高瞻远瞩的小鹏车主在懂车帝评论道:“小鹏的产品是没问题的,是非常优秀的,甚至领先同级别竞品很多,现在目前最大的问题是“品牌问题”,最直接的体现就是销量,现在大家对产品是认可的,但是影响大家的决策中,有一个很重要的就是我买完之后这个品牌会不会倒掉?” “虽然有大量现金储备不会倒掉,但是消费者不懂啊,他就觉得你卖的少,就有这个风险”这位车主还特意用括号补充了一下小鹏的现金储备。 诚然,虽然现金储备不及一些友商,但截至2023年3月31日,小鹏汽车现金及现金等价物、受限制现金、短期投资及定期存款为人民币341.2亿元,这对于新老车主来说一记定心丸。 但这颗定心丸真的好吃吗?需要仔细考虑一下。 2022年,小鹏经营现金流净流出超过80亿元;而投资活动现金流虽然净流入48亿元,但主要由于短期存款到期,对现金储备并无任何帮助,至于融资现金流,虽然是净流入,但却是由借款产生。 2022年,小鹏新增贷款超68亿元,同比增加700%,小鹏现金储备充足的背后,是已经开始大笔举债的事实。 由借款产生的债权会产生利息,这会反过来加剧小鹏汽车现金储备下降的速度,如果小鹏为了不断扩","images":[{"img":"https://static.tigerbbs.com/c788a2151679f23bcf05d54acb864d4a","width":"640","height":"1019"},{"img":"https://static.tigerbbs.com/10d5499259502a2d05f7f4b2aead9573","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/2aa2c05e41826d58f976227f5a18c6ee","width":"640","height":"418"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187891841634488","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4150240090037680","authorId":"4150240090037680","name":"宇宙光年","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4150240090037680","authorIdStr":"4150240090037680"},"content":"小鹏G6真心不错,人性化,个性化,","text":"小鹏G6真心不错,人性化,个性化,","html":"小鹏G6真心不错,人性化,个性化,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424752127885920,"gmtCreate":1744731565399,"gmtModify":1744731568000,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"炒股养家1988","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我平仓了7手<a href=\"https://laohu8.com/OPT/CLSK 20250425 7.0 PUT\">$CLSK 20250425 7.0 PUT$ </a>,来看看我最新分享的订单!","listText":"我平仓了7手<a href=\"https://laohu8.com/OPT/CLSK 20250425 7.0 PUT\">$CLSK 20250425 7.0 PUT$ </a>,来看看我最新分享的订单!","text":"我平仓了7手$CLSK 20250425 7.0 PUT$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424752127885920","isVote":1,"tweetType":1,"viewCount":557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424230391579096,"gmtCreate":1744590799747,"gmtModify":1744601079796,"author":{"id":"4126592461930742","authorId":"4126592461930742","name":"炒股养家1988","avatar":"https://static.tigerbbs.com/6f4e4a252767486fffbed37465be7869","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4126592461930742","authorIdStr":"4126592461930742"},"themes":[],"htmlText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,来看看我最新分享的订单!","listText":"我开仓了<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$ </a>,来看看我最新分享的订单!","text":"我开仓了$纳指100ETF(QQQ)$ ,来看看我最新分享的订单!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424230391579096","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}