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白滔
12-24 16:11
$拼多多(PDD)$
$腾讯控股(00700)$
多多群狼环伺啊,腾讯上线蓝包,本质是社交电商。会不会对拼多多早成冲击呢? 虽然拼多多是否早已脱离社交属性,微信拼单成交量占比几何?腾讯社交电商客单价又如何? 第一波受到腾讯冲击的可能是天猫超市or京东自营or官方海外购?因为当前有能力开发小店的基本都是品牌官方店 腾讯的视频号➕蓝包能否杀出重围?直播电商是否会受到冲击?尤其是轻奢品类、潮玩盲盒品类?
$阿里巴巴(BABA)$
$京东集团-SW(09618)$
白滔
12-20
上险才是国内消费端最真实的数据,君不见出海的比亚迪汉
$理想汽车(LI)$
$比亚迪股份(01211)$
理想周销量榜再起争议,理想回应:上险量是最准的汽车销量数据
白滔
12-19
$Tradr 2X Short TSLA Daily ETF(TSLQ)$
先卖出部分,锁定部分收益,可能要回调
白滔
12-17
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
买一手看看
白滔
12-10
$PDD 20250117 120.0 CALL$
先卖出观望一下
白滔
10-08
$理想汽车(LI)$
短期有点贵,长期来看价格不算高。月销量仅次于特斯拉,在细分市场中暂无对手。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LI\">理想汽车</a>发布了第50周(12.9-12.15)新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。</p><p>有人表示销量的统计口径有很多,比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道,财报上那个销量是交付量,是公司确认收款的,其实就是各个公司每个月公布的月销量,这个是经过财务审计的。至于上险量,确实在几个口径中是最不权威的。</p><p>理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。</p><p>“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量,是一个更有价值的终端销量参考数据,因为车卖出去才能上险而且必须上险,所以数据没有延迟,可以说是最真实的交付数据,而不是卖给经销商的压货数据。</p><p>不过,“硬哥”指出上险量的数据目前还是有一点干扰因素,就是厂家或4S店的试驾车,在新车交付前后那段时间,全国可能会有大几百甚至上千辆的试驾车上险,但长期来看影响不大。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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\" 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href=\"https://tech.ifeng.com/c/8fSqe3VKLec\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LI":"理想汽车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8fSqe3VKLec","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492833450","content_text":"三言科技 12月20日消息,日前理想汽车发布了第50周(12.9-12.15)新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多,比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道,财报上那个销量是交付量,是公司确认收款的,其实就是各个公司每个月公布的月销量,这个是经过财务审计的。至于上险量,确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量,是一个更有价值的终端销量参考数据,因为车卖出去才能上险而且必须上险,所以数据没有延迟,可以说是最真实的交付数据,而不是卖给经销商的压货数据。不过,“硬哥”指出上险量的数据目前还是有一点干扰因素,就是厂家或4S店的试驾车,在新车交付前后那段时间,全国可能会有大几百甚至上千辆的试驾车上险,但长期来看影响不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383100229267496,"gmtCreate":1734559447263,"gmtModify":1734572421048,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$ </a> 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先卖出部分,锁定部分收益,可能要回调","listText":"<a href=\"https://laohu8.com/S/TSLQ\">$Tradr 2X Short TSLA Daily ETF(TSLQ)$ </a> 先卖出部分,锁定部分收益,可能要回调","text":"$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 先卖出部分,锁定部分收益,可能要回调","images":[{"img":"https://static.tigerbbs.com/b975087e50bfdb8b53a80fce4da78d80","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/383100229267496","isVote":1,"tweetType":1,"viewCount":45,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":383560041476144,"gmtCreate":1734673298985,"gmtModify":1734673300342,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"上险才是国内消费端最真实的数据,君不见出海的比亚迪汉<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> ","listText":"上险才是国内消费端最真实的数据,君不见出海的比亚迪汉<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> ","text":"上险才是国内消费端最真实的数据,君不见出海的比亚迪汉$理想汽车(LI)$ $比亚迪股份(01211)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383560041476144","repostId":"2492833450","repostType":2,"repost":{"id":"2492833450","kind":"news","pubTimestamp":1734668195,"share":"https://www.laohu8.com/m/news/2492833450?lang=&edition=full","pubTime":"2024-12-20 12:16","market":"hk","language":"zh","title":"理想周销量榜再起争议,理想回应:上险量是最准的汽车销量数据","url":"https://stock-news.laohu8.com/highlight/detail?id=2492833450","media":"三言财经","summary":"三言科技 12月20日消息,日前理想汽车发布了第50周 新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。“硬哥”指出上险量是最准的汽车销量数据。不过,“硬哥”指出上险量的数据目前还是有一点干扰因素,就是厂家或4S店的试驾车,在新车交付前后那段时间,全国可能会有大几百甚至上千辆的试驾车上险,但长期来看影响不大。","content":"<html><body><p>三言科技 12月20日消息,日前<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布了第50周(12.9-12.15)新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。</p><p>有人表示销量的统计口径有很多,比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道,财报上那个销量是交付量,是公司确认收款的,其实就是各个公司每个月公布的月销量,这个是经过财务审计的。至于上险量,确实在几个口径中是最不权威的。</p><p>理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。</p><p>“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量,是一个更有价值的终端销量参考数据,因为车卖出去才能上险而且必须上险,所以数据没有延迟,可以说是最真实的交付数据,而不是卖给经销商的压货数据。</p><p>不过,“硬哥”指出上险量的数据目前还是有一点干扰因素,就是厂家或4S店的试驾车,在新车交付前后那段时间,全国可能会有大几百甚至上千辆的试驾车上险,但长期来看影响不大。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=https://tech.ifeng.com/c/8fSqe3VKLec><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言科技 12月20日消息,日前理想汽车发布了第50周(12.9-12.15)新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多,比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道,财报上那个销量是交付量,是公司确认收款的,其实就是各个公司每个月公布的月销量,这个是经过财务审计的。至于上险量,确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fSqe3VKLec\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4585":"ETF&股票定投概念","BK4551":"寇图资本持仓","BK4555":"新能源车","BK4588":"碎股","BK4526":"热门中概股","LI":"理想汽车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8fSqe3VKLec","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2492833450","content_text":"三言科技 12月20日消息,日前理想汽车发布了第50周(12.9-12.15)新势力销量榜单,再次引发对周销量榜单数据真实性的讨论。有人表示销量的统计口径有很多,比如生产量、批发量、交付量、上险量等等吧。多少有点财务常识的都知道,财报上那个销量是交付量,是公司确认收款的,其实就是各个公司每个月公布的月销量,这个是经过财务审计的。至于上险量,确实在几个口径中是最不权威的。理想汽车员工“硬哥”转发了去年的一条微博回应了质疑。“硬哥”指出上险量是最准的汽车销量数据。他表示上险量是新车上交强险的数量,是一个更有价值的终端销量参考数据,因为车卖出去才能上险而且必须上险,所以数据没有延迟,可以说是最真实的交付数据,而不是卖给经销商的压货数据。不过,“硬哥”指出上险量的数据目前还是有一点干扰因素,就是厂家或4S店的试驾车,在新车交付前后那段时间,全国可能会有大几百甚至上千辆的试驾车上险,但长期来看影响不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384974734717408,"gmtCreate":1735027917140,"gmtModify":1735029795155,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a><v-v data-views=\"0\"></v-v> <a 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第一波受到腾讯冲击的可能是天猫超市or京东自营or官方海外购?因为当前有能力开发小店的基本都是品牌官方店 腾讯的视频号➕蓝包能否杀出重围?直播电商是否会受到冲击?尤其是轻奢品类、潮玩盲盒品类?$阿里巴巴(BABA)$ $京东集团-SW(09618)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384974734717408","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382370929500592,"gmtCreate":1734396407277,"gmtModify":1734400067623,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> 买一手看看","listText":"<a href=\"https://laohu8.com/S/NVDL\">$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ </a> 买一手看看","text":"$GraniteShares 2x Long NVDA Daily ETF(NVDL)$ 买一手看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382370929500592","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379811134800272,"gmtCreate":1733761477750,"gmtModify":1733761518991,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/PDD 20250117 120.0 CALL\">$PDD 20250117 120.0 CALL$</a> 先卖出观望一下","listText":"<a href=\"https://laohu8.com/OPT/PDD 20250117 120.0 CALL\">$PDD 20250117 120.0 CALL$</a> 先卖出观望一下","text":"$PDD 20250117 120.0 CALL$ 先卖出观望一下","images":[{"img":"https://static.tigerbbs.com/b30d3f3d256341639ac57bb488f6c5f2","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379811134800272","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":357819260367080,"gmtCreate":1728376905670,"gmtModify":1728376988736,"author":{"id":"4134525890716810","authorId":"4134525890716810","name":"白滔","avatar":"https://static.tigerbbs.com/ebffcdaa2cc20bd24f96c207fff427ed","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134525890716810","authorIdStr":"4134525890716810"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 短期有点贵,长期来看价格不算高。月销量仅次于特斯拉,在细分市场中暂无对手。","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a><v-v data-views=\"1\"></v-v> 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