新手下海的个人主页 - 老虎社区

新手下海

新手下海

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IP属地：江西

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2粉丝

3主题

0勋章

12-06

就是做局而已...让散户投资者跟风买入。联合庄家砸盘出货

11-20

$蔚来(NIO)$ 盘前财报电话会议[得意]

11-20

哎….我想去蔚来上班….弥补我的损失

11-14

$京东(JD)$ 财报还行.盘前为什么跌？😳

11-13

$蔚来(NIO)$ 下周要出财报了...🥲

11-12

$特斯拉(TSLA)$ 😎😎😎🥳看多

10-23

[流泪] 诱多的乌龙...

贝莱德买爆拼多多？疑似是大乌龙

10-23

$特斯拉(TSLA)$ 盘后发财报...[龇牙]

10-10

$三倍做空富时中国ETF-Direxion(YANG)$ 多

09-24

$波音(BA)$ 这货还要跌...[流泪] [喷血]

09-24

$美团-W(03690)$ 加仓多头😆😆

09-19

$AMC院线(AMC)$ 降息的都来了。你就是不涨。💢😡[喷血] [喷血] [喷血]

09-09

$Faraday Future(FFIE)$ 贾骗子

09-06

这个骗子说的自己都信了🤣🤣🤣

贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗

08-29

$蔚来(NIO)$ 各位有空看看蔚来的招聘信息... 我也不懂不好发表意见..想听听大家的看法。

07-17

$蔚来(NIO)$ 砸到1.2块

06-17

$中国神华(01088)$ 多[得意] [得意] [得意]

06-17

$理想汽车(LI)$ 多[得意]

06-12

$蔚来(NIO)$ 请问它的换电站的逻辑是什么？像充电站一样大型小区或者商场周边布局吗？否则换个电要跑很远的路程，很多车主宁愿选择充电。来回跑的路程折腾人。

06-08

$游戏驿站(GME)$ 华尔街有预谋的一场割散户表演。临停几次都是往下砸盘。盘前涨的疯都是烟雾弹迷惑散户接盘。直播也只是个幌子而已。[愤怒] [愤怒] [弱] [心碎]

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财报还行.盘前为什么跌？😳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/370951469461568","isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484572253259234","authorId":"3484572253259234","name":"问点不该问的","avatar":"https://static.tigerbbs.com/8932e0f61fd4ab0163be5738a53b7f44","crmLevel":1,"crmLevelSwitch":0,"idStr":"3484572253259234","authorIdStr":"3484572253259234"},"content":"封盘后解读吧，目前都看不懂","text":"封盘后解读吧，目前都看不懂","html":"封盘后解读吧，目前都看不懂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370569596002496,"gmtCreate":1731484895635,"gmtModify":1731484897563,"author":{"id":"4146641454403152","authorId":"4146641454403152","name":"新手下海","avatar":"https://static.tigerbbs.com/8c4e825ab5c520069a723337a1cb5cdd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146641454403152","authorIdStr":"4146641454403152"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 贾骗子","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 贾骗子","text":"$Faraday Future(FFIE)$ 贾骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347627924541648","isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346287977500760,"gmtCreate":1725586331005,"gmtModify":1725586332952,"author":{"id":"4146641454403152","authorId":"4146641454403152","name":"新手下海","avatar":"https://static.tigerbbs.com/8c4e825ab5c520069a723337a1cb5cdd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146641454403152","authorIdStr":"4146641454403152"},"themes":[],"htmlText":"这个骗子说的自己都信了🤣🤣🤣","listText":"这个骗子说的自己都信了🤣🤣🤣","text":"这个骗子说的自己都信了🤣🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346287977500760","repostId":"2465554826","repostType":2,"repost":{"id":"2465554826","kind":"news","pubTimestamp":1725549540,"share":"https://www.laohu8.com/m/news/2465554826?lang=&edition=full","pubTime":"2024-09-05 23:19","market":"us","language":"zh","title":"贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2465554826","media":"超电实验室","summary":"怎么制造和交付，或是最大的问题。","content":"<html><head></head><body><p>周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f174a2180564a503d793b0fabc71b79\" tg-width=\"560\" tg-height=\"240\"/></p><p>之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？</p><p>从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。</p><p>借着第二品牌发布，贾跃亭又有“故事”讲了。</p><p><strong>01 人民AI之车：14万起</strong></p><p>按照贾跃亭的说法，法拉第未来的子品牌被称作“AI未来之车”“AI人民之车”。</p><p>既然是人民之车，就得人民共创才行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae2775a109b65ee11a5b643e65ada54\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>贾跃亭宣布在9月4日正式启动“AI人民之车，人民决选共创”的问卷调查活动，主题为“美国蓝海市场，到底缺少什么样的AI EV产品”。</p><p>贾老板表示，通过在线投票，线下体验等方式邀请大家一起打造满足美国市场需求的大众放量爆款车型。</p><p>计划通过开放式创新模式，集结来自全球的创意和技术，推动新品牌的发展。</p><p>这就比较有意思了，满足美国市场需求，为什么要在中国市场征集市场调查信息呢。</p><p>而且，法拉第未来子品牌的发布会和其产品交付过程一样，分成了好几个阶段，目前来看是两个阶段，第一阶段将在9月19日之前完成，也就是问卷调查征集结束。</p><p>并且在新品牌发布会上揭晓调查结果，同时开启第二阶段的活动。</p><p>临了还不忘再画一个饼，这次活动的参与者会有机会参加FF第二品牌和产品的全流程共创的过程。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9739dbef1ca0a58d32327c4dfed6467c\" title=\"\" tg-width=\"1080\" tg-height=\"1006\"/></p><p>其实目前有关法拉第未来第二品牌的消息，披露的并不多，基本上都是官方层面上的回应。</p><p>贾跃亭表示，和法拉第未来之前打造的顶奢车型FF 91不同，第二品牌不光聚焦AI EV，还主打“极致性价比”，打造“两倍性能，一半价格”的AI EV产品。</p><p>根据官方声明，这一新品牌将会打破以往的高端定位，转而进入更为广阔的大众亲民市场。FF计划利用最前沿的AI和软件技术，将这一品牌打造为多个细分市场的用户所钟爱的产品，同时仍然保持其在超<a href=\"https://laohu8.com/S/DLX\">豪华</a>产品领域的技术优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbd0e0b1b30ca79e06bc344b6a6a1668\" title=\"\" tg-width=\"1080\" tg-height=\"761\"/></p><p>换句话说，其第二品牌将会下放许多原本用于30万美元FF 91的核心技术，这些曾经只在顶级豪车上才有的技术，将应用到更便宜的车上。</p><p>法拉第未来全球首席执行官Matthias也介绍了公司的战略计划：“我们将重点关注2万至8万美元的价格区间市场”。</p><p>从2万美金到8万美金，也就是约合14万至57万人民币。</p><p>其实这个价格区间的跨度还是挺大的，已经覆盖了中高端市场，靠一款车显然不现实，所以第二品牌大概率会推出多款新车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ed2cb222463867b01426dcc743ceec\" title=\"\" tg-width=\"780\" tg-height=\"435\"/></p><p>贾跃亭还表示，明年将通过FF的价值赋能，将中国的汽车带给美国用户，不仅如此，还计划将美国汽车产业的技术与中国主机厂及零部件供应商的强大供应链进行整合，实现资源共享。</p><p>不过按照目前法拉第未来在交付新车上的困难程度，可能很难产生足够的收入来维持自身的运营。</p><p>一个关键的问题是，还有更多钱研发第二品牌吗？</p><p><strong>02 制造和交付是大问题</strong></p><p>FF最新财报显示，今年二季度，营收29.3万美元，经营性亏损较去年同期的5597.9万美元收窄至5060.9万美元，净亏损约1.09亿美元。</p><p>2024年上半年，法拉第未来累计实现营收29.5万美元；和去年同期2.7亿美元的净亏损相比，今年的亏损降到了1.57亿美元（约合人民币11亿元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f0a9afb4e0d732693084db80432215\" title=\"\" tg-width=\"1080\" tg-height=\"560\"/></p><p>截至6月30日，该公司账面总资产约为4.58亿美元，总负债约为3.09亿美元（约合人民币22亿元），净资产约为1.49亿美元。运营活动所用现金减少至只有2910万美元（2.08亿元人民币），期末现金流仅137.7万美元。</p><p>不过，二季度法拉第未来通过可转债票据融资，筹集了约1550万美元资金。</p><p>回顾FF造车十年，交付了13辆FF 91，其中6辆新车还是对外租赁，除了2023年贾跃亭自己买了一辆，当年又交付出去3辆车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797d6dfbd5c655e804d12e22d3b2ea0c\" title=\"\" tg-width=\"1080\" tg-height=\"569\"/></p><p>今年1-6月，奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）创办的运输服务公司购入一辆，用于提供VIP专车服务；一位名为何俊的个人投资者也买了一辆，共同组成了法拉第未来今年半年报的销售收入。而最后一辆新车就是由法拉第未来自家员工，全球传播与社区销售负责人高巍在今年8月份购入。</p><p>值得一提的是，今年3月份，法拉第未来将此前交付的11辆FF 91汽车全部召回，称FF 91汽车的安全气囊警告灯存在故障问题。假使该车辆的安全气囊出现问题，软件系统错误将无法唤起警告灯打开，这将对驾驶员的人身安全构成潜在威胁。</p><p>今年以来，法拉第未来不断有拖欠房租、出售工厂的消息传出，股票也曾因连续十个交易日收盘价低于0.1美元，收到了纳斯达克的退市函，贾跃亭不得不通过个人IP商业化的方式来缓解资金压力。</p><p>由于资金短缺无法购买零部件，法拉第未来曾长达四个月没有交付新车，在重启FF 91交付第二阶段（SOD2）之后，贾跃亭表示将努力每个月交付一辆新车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e9f7697b1aeeace42d598bdda39daa1\" title=\"\" tg-width=\"800\" tg-height=\"800\"/></p><p>除此之外，贾跃亭对中东地区也是情有独钟，前不久，FF任命莫翠天为阿联酋市场负责人，此前，他领导着FF全球用户生态系统团队，包括品牌与市场传播、O2O销售与售后服务、用户运营策略的制定与执行，以及生态O2O直销系统的建立。</p><p>此次任命，法拉第未来是想让他拓展公司在阿联酋及中东地区的合作伙伴关系，并领导战略融资、业务发展、销售和市场营销工作，以及未来可能在中东地区实施的中美汽车产业桥梁战略。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/893be59b1eaf27cfc1918afa52d75f52\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>去年11月，FF在阿联酋首都阿布扎比举行“FF中东战略”发布会，并宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议。今年4月，FF宣布在迪拜成立中东销售实体。</p><p>据了解，FF计划推出一款为中东市场量身打造的限量版车型FF 91 2.0 Futurist aiFalcon，并计划于今年开始向该地区用户交付。</p><p>按照贾跃亭的规划，法拉第未来对标的是传统超级豪华品牌，并对传统豪华汽车文化进行颠覆，和<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、宾利和迈巴赫等豪车品牌类似。</p><p>只不过站得越高，危险系数也越高，贾跃亭目前终本案件未履行的金额还超过100亿元，“下周回国”变得更加遥遥无期。</p><p>从交付新车上的困难程度和财务数据来看，FF第二品牌的诞生可能很简单，但怎么制造和交付，或是最大的问题。</p></body></html>","source":"lsy1653459371027","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>贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗</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; 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display: inline-block; 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\">\n贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd><strong>超电实验室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。借着第二品牌发布，贾跃亭又有“故事”讲了。01 人民AI之车：14万起按照贾跃亭的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ccd989be7bdfcf3f0977e2b36932a65","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465554826","content_text":"周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。借着第二品牌发布，贾跃亭又有“故事”讲了。01 人民AI之车：14万起按照贾跃亭的说法，法拉第未来的子品牌被称作“AI未来之车”“AI人民之车”。既然是人民之车，就得人民共创才行。贾跃亭宣布在9月4日正式启动“AI人民之车，人民决选共创”的问卷调查活动，主题为“美国蓝海市场，到底缺少什么样的AI EV产品”。贾老板表示，通过在线投票，线下体验等方式邀请大家一起打造满足美国市场需求的大众放量爆款车型。计划通过开放式创新模式，集结来自全球的创意和技术，推动新品牌的发展。这就比较有意思了，满足美国市场需求，为什么要在中国市场征集市场调查信息呢。而且，法拉第未来子品牌的发布会和其产品交付过程一样，分成了好几个阶段，目前来看是两个阶段，第一阶段将在9月19日之前完成，也就是问卷调查征集结束。并且在新品牌发布会上揭晓调查结果，同时开启第二阶段的活动。临了还不忘再画一个饼，这次活动的参与者会有机会参加FF第二品牌和产品的全流程共创的过程。其实目前有关法拉第未来第二品牌的消息，披露的并不多，基本上都是官方层面上的回应。贾跃亭表示，和法拉第未来之前打造的顶奢车型FF 91不同，第二品牌不光聚焦AI EV，还主打“极致性价比”，打造“两倍性能，一半价格”的AI EV产品。根据官方声明，这一新品牌将会打破以往的高端定位，转而进入更为广阔的大众亲民市场。FF计划利用最前沿的AI和软件技术，将这一品牌打造为多个细分市场的用户所钟爱的产品，同时仍然保持其在超豪华产品领域的技术优势。换句话说，其第二品牌将会下放许多原本用于30万美元FF 91的核心技术，这些曾经只在顶级豪车上才有的技术，将应用到更便宜的车上。法拉第未来全球首席执行官Matthias也介绍了公司的战略计划：“我们将重点关注2万至8万美元的价格区间市场”。从2万美金到8万美金，也就是约合14万至57万人民币。其实这个价格区间的跨度还是挺大的，已经覆盖了中高端市场，靠一款车显然不现实，所以第二品牌大概率会推出多款新车。贾跃亭还表示，明年将通过FF的价值赋能，将中国的汽车带给美国用户，不仅如此，还计划将美国汽车产业的技术与中国主机厂及零部件供应商的强大供应链进行整合，实现资源共享。不过按照目前法拉第未来在交付新车上的困难程度，可能很难产生足够的收入来维持自身的运营。一个关键的问题是，还有更多钱研发第二品牌吗？02 制造和交付是大问题FF最新财报显示，今年二季度，营收29.3万美元，经营性亏损较去年同期的5597.9万美元收窄至5060.9万美元，净亏损约1.09亿美元。2024年上半年，法拉第未来累计实现营收29.5万美元；和去年同期2.7亿美元的净亏损相比，今年的亏损降到了1.57亿美元（约合人民币11亿元）。截至6月30日，该公司账面总资产约为4.58亿美元，总负债约为3.09亿美元（约合人民币22亿元），净资产约为1.49亿美元。运营活动所用现金减少至只有2910万美元（2.08亿元人民币），期末现金流仅137.7万美元。不过，二季度法拉第未来通过可转债票据融资，筹集了约1550万美元资金。回顾FF造车十年，交付了13辆FF 91，其中6辆新车还是对外租赁，除了2023年贾跃亭自己买了一辆，当年又交付出去3辆车。今年1-6月，奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）创办的运输服务公司购入一辆，用于提供VIP专车服务；一位名为何俊的个人投资者也买了一辆，共同组成了法拉第未来今年半年报的销售收入。而最后一辆新车就是由法拉第未来自家员工，全球传播与社区销售负责人高巍在今年8月份购入。值得一提的是，今年3月份，法拉第未来将此前交付的11辆FF 91汽车全部召回，称FF 91汽车的安全气囊警告灯存在故障问题。假使该车辆的安全气囊出现问题，软件系统错误将无法唤起警告灯打开，这将对驾驶员的人身安全构成潜在威胁。今年以来，法拉第未来不断有拖欠房租、出售工厂的消息传出，股票也曾因连续十个交易日收盘价低于0.1美元，收到了纳斯达克的退市函，贾跃亭不得不通过个人IP商业化的方式来缓解资金压力。由于资金短缺无法购买零部件，法拉第未来曾长达四个月没有交付新车，在重启FF 91交付第二阶段（SOD2）之后，贾跃亭表示将努力每个月交付一辆新车。除此之外，贾跃亭对中东地区也是情有独钟，前不久，FF任命莫翠天为阿联酋市场负责人，此前，他领导着FF全球用户生态系统团队，包括品牌与市场传播、O2O销售与售后服务、用户运营策略的制定与执行，以及生态O2O直销系统的建立。此次任命，法拉第未来是想让他拓展公司在阿联酋及中东地区的合作伙伴关系，并领导战略融资、业务发展、销售和市场营销工作，以及未来可能在中东地区实施的中美汽车产业桥梁战略。去年11月，FF在阿联酋首都阿布扎比举行“FF中东战略”发布会，并宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议。今年4月，FF宣布在迪拜成立中东销售实体。据了解，FF计划推出一款为中东市场量身打造的限量版车型FF 91 2.0 Futurist 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23:19","market":"us","language":"zh","title":"贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2465554826","media":"超电实验室","summary":"怎么制造和交付，或是最大的问题。","content":"<html><head></head><body><p>周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f174a2180564a503d793b0fabc71b79\" tg-width=\"560\" tg-height=\"240\"/></p><p>之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？</p><p>从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。</p><p>借着第二品牌发布，贾跃亭又有“故事”讲了。</p><p><strong>01 人民AI之车：14万起</strong></p><p>按照贾跃亭的说法，法拉第未来的子品牌被称作“AI未来之车”“AI人民之车”。</p><p>既然是人民之车，就得人民共创才行。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae2775a109b65ee11a5b643e65ada54\" title=\"\" tg-width=\"1080\" tg-height=\"1204\"/></p><p>贾跃亭宣布在9月4日正式启动“AI人民之车，人民决选共创”的问卷调查活动，主题为“美国蓝海市场，到底缺少什么样的AI EV产品”。</p><p>贾老板表示，通过在线投票，线下体验等方式邀请大家一起打造满足美国市场需求的大众放量爆款车型。</p><p>计划通过开放式创新模式，集结来自全球的创意和技术，推动新品牌的发展。</p><p>这就比较有意思了，满足美国市场需求，为什么要在中国市场征集市场调查信息呢。</p><p>而且，法拉第未来子品牌的发布会和其产品交付过程一样，分成了好几个阶段，目前来看是两个阶段，第一阶段将在9月19日之前完成，也就是问卷调查征集结束。</p><p>并且在新品牌发布会上揭晓调查结果，同时开启第二阶段的活动。</p><p>临了还不忘再画一个饼，这次活动的参与者会有机会参加FF第二品牌和产品的全流程共创的过程。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9739dbef1ca0a58d32327c4dfed6467c\" title=\"\" tg-width=\"1080\" tg-height=\"1006\"/></p><p>其实目前有关法拉第未来第二品牌的消息，披露的并不多，基本上都是官方层面上的回应。</p><p>贾跃亭表示，和法拉第未来之前打造的顶奢车型FF 91不同，第二品牌不光聚焦AI EV，还主打“极致性价比”，打造“两倍性能，一半价格”的AI EV产品。</p><p>根据官方声明，这一新品牌将会打破以往的高端定位，转而进入更为广阔的大众亲民市场。FF计划利用最前沿的AI和软件技术，将这一品牌打造为多个细分市场的用户所钟爱的产品，同时仍然保持其在超<a href=\"https://laohu8.com/S/DLX\">豪华</a>产品领域的技术优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbd0e0b1b30ca79e06bc344b6a6a1668\" title=\"\" tg-width=\"1080\" tg-height=\"761\"/></p><p>换句话说，其第二品牌将会下放许多原本用于30万美元FF 91的核心技术，这些曾经只在顶级豪车上才有的技术，将应用到更便宜的车上。</p><p>法拉第未来全球首席执行官Matthias也介绍了公司的战略计划：“我们将重点关注2万至8万美元的价格区间市场”。</p><p>从2万美金到8万美金，也就是约合14万至57万人民币。</p><p>其实这个价格区间的跨度还是挺大的，已经覆盖了中高端市场，靠一款车显然不现实，所以第二品牌大概率会推出多款新车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5ed2cb222463867b01426dcc743ceec\" title=\"\" tg-width=\"780\" tg-height=\"435\"/></p><p>贾跃亭还表示，明年将通过FF的价值赋能，将中国的汽车带给美国用户，不仅如此，还计划将美国汽车产业的技术与中国主机厂及零部件供应商的强大供应链进行整合，实现资源共享。</p><p>不过按照目前法拉第未来在交付新车上的困难程度，可能很难产生足够的收入来维持自身的运营。</p><p>一个关键的问题是，还有更多钱研发第二品牌吗？</p><p><strong>02 制造和交付是大问题</strong></p><p>FF最新财报显示，今年二季度，营收29.3万美元，经营性亏损较去年同期的5597.9万美元收窄至5060.9万美元，净亏损约1.09亿美元。</p><p>2024年上半年，法拉第未来累计实现营收29.5万美元；和去年同期2.7亿美元的净亏损相比，今年的亏损降到了1.57亿美元（约合人民币11亿元）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/92f0a9afb4e0d732693084db80432215\" title=\"\" tg-width=\"1080\" tg-height=\"560\"/></p><p>截至6月30日，该公司账面总资产约为4.58亿美元，总负债约为3.09亿美元（约合人民币22亿元），净资产约为1.49亿美元。运营活动所用现金减少至只有2910万美元（2.08亿元人民币），期末现金流仅137.7万美元。</p><p>不过，二季度法拉第未来通过可转债票据融资，筹集了约1550万美元资金。</p><p>回顾FF造车十年，交付了13辆FF 91，其中6辆新车还是对外租赁，除了2023年贾跃亭自己买了一辆，当年又交付出去3辆车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/797d6dfbd5c655e804d12e22d3b2ea0c\" title=\"\" tg-width=\"1080\" tg-height=\"569\"/></p><p>今年1-6月，奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）创办的运输服务公司购入一辆，用于提供VIP专车服务；一位名为何俊的个人投资者也买了一辆，共同组成了法拉第未来今年半年报的销售收入。而最后一辆新车就是由法拉第未来自家员工，全球传播与社区销售负责人高巍在今年8月份购入。</p><p>值得一提的是，今年3月份，法拉第未来将此前交付的11辆FF 91汽车全部召回，称FF 91汽车的安全气囊警告灯存在故障问题。假使该车辆的安全气囊出现问题，软件系统错误将无法唤起警告灯打开，这将对驾驶员的人身安全构成潜在威胁。</p><p>今年以来，法拉第未来不断有拖欠房租、出售工厂的消息传出，股票也曾因连续十个交易日收盘价低于0.1美元，收到了纳斯达克的退市函，贾跃亭不得不通过个人IP商业化的方式来缓解资金压力。</p><p>由于资金短缺无法购买零部件，法拉第未来曾长达四个月没有交付新车，在重启FF 91交付第二阶段（SOD2）之后，贾跃亭表示将努力每个月交付一辆新车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e9f7697b1aeeace42d598bdda39daa1\" title=\"\" tg-width=\"800\" tg-height=\"800\"/></p><p>除此之外，贾跃亭对中东地区也是情有独钟，前不久，FF任命莫翠天为阿联酋市场负责人，此前，他领导着FF全球用户生态系统团队，包括品牌与市场传播、O2O销售与售后服务、用户运营策略的制定与执行，以及生态O2O直销系统的建立。</p><p>此次任命，法拉第未来是想让他拓展公司在阿联酋及中东地区的合作伙伴关系，并领导战略融资、业务发展、销售和市场营销工作，以及未来可能在中东地区实施的中美汽车产业桥梁战略。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/893be59b1eaf27cfc1918afa52d75f52\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>去年11月，FF在阿联酋首都阿布扎比举行“FF中东战略”发布会，并宣布与Master Investment Group和Siraj Finance LLC签署战略合作协议。今年4月，FF宣布在迪拜成立中东销售实体。</p><p>据了解，FF计划推出一款为中东市场量身打造的限量版车型FF 91 2.0 Futurist aiFalcon，并计划于今年开始向该地区用户交付。</p><p>按照贾跃亭的规划，法拉第未来对标的是传统超级豪华品牌，并对传统豪华汽车文化进行颠覆，和<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、宾利和迈巴赫等豪车品牌类似。</p><p>只不过站得越高，危险系数也越高，贾跃亭目前终本案件未履行的金额还超过100亿元，“下周回国”变得更加遥遥无期。</p><p>从交付新车上的困难程度和财务数据来看，FF第二品牌的诞生可能很简单，但怎么制造和交付，或是最大的问题。</p></body></html>","source":"lsy1653459371027","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>贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗</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; 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display: inline-block; 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\">\n贾跃亭又掀风浪，14万的“AI人民之车”靠谱吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-05 23:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd><strong>超电实验室</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。借着第二品牌发布，贾跃亭又有“故事”讲了。01 人民AI之车：14万起按照贾跃亭的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ccd989be7bdfcf3f0977e2b36932a65","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s?__biz=Mzg5MTc3NjgxNQ==&mid=2247536163&idx=1&sn=db35f4d39bddbfb82ff35f4f1e8beda4&chksm=cefb5258fb23e83d94b762d5ef08ae3804e777345299094a5f16e45905c25afb539dd7b8085e&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2465554826","content_text":"周四，昨日暴涨的法拉第未来，上演了高开低走的戏码，盘初一度涨超22%，截至发稿已跌逾5%。之前还处于退市边缘的法拉第未来，这是吃了什么灵丹妙药？从最近消息面看，贾跃亭在社交媒体上宣布，法拉第未来的第二品牌，定档9月19日正式公布，后续还会发放10多张调查问卷，邀请大家“一起打造满足美国市场需求的大众放量爆款车型”。借着第二品牌发布，贾跃亭又有“故事”讲了。01 人民AI之车：14万起按照贾跃亭的说法，法拉第未来的子品牌被称作“AI未来之车”“AI人民之车”。既然是人民之车，就得人民共创才行。贾跃亭宣布在9月4日正式启动“AI人民之车，人民决选共创”的问卷调查活动，主题为“美国蓝海市场，到底缺少什么样的AI EV产品”。贾老板表示，通过在线投票，线下体验等方式邀请大家一起打造满足美国市场需求的大众放量爆款车型。计划通过开放式创新模式，集结来自全球的创意和技术，推动新品牌的发展。这就比较有意思了，满足美国市场需求，为什么要在中国市场征集市场调查信息呢。而且，法拉第未来子品牌的发布会和其产品交付过程一样，分成了好几个阶段，目前来看是两个阶段，第一阶段将在9月19日之前完成，也就是问卷调查征集结束。并且在新品牌发布会上揭晓调查结果，同时开启第二阶段的活动。临了还不忘再画一个饼，这次活动的参与者会有机会参加FF第二品牌和产品的全流程共创的过程。其实目前有关法拉第未来第二品牌的消息，披露的并不多，基本上都是官方层面上的回应。贾跃亭表示，和法拉第未来之前打造的顶奢车型FF 91不同，第二品牌不光聚焦AI EV，还主打“极致性价比”，打造“两倍性能，一半价格”的AI EV产品。根据官方声明，这一新品牌将会打破以往的高端定位，转而进入更为广阔的大众亲民市场。FF计划利用最前沿的AI和软件技术，将这一品牌打造为多个细分市场的用户所钟爱的产品，同时仍然保持其在超豪华产品领域的技术优势。换句话说，其第二品牌将会下放许多原本用于30万美元FF 91的核心技术，这些曾经只在顶级豪车上才有的技术，将应用到更便宜的车上。法拉第未来全球首席执行官Matthias也介绍了公司的战略计划：“我们将重点关注2万至8万美元的价格区间市场”。从2万美金到8万美金，也就是约合14万至57万人民币。其实这个价格区间的跨度还是挺大的，已经覆盖了中高端市场，靠一款车显然不现实，所以第二品牌大概率会推出多款新车。贾跃亭还表示，明年将通过FF的价值赋能，将中国的汽车带给美国用户，不仅如此，还计划将美国汽车产业的技术与中国主机厂及零部件供应商的强大供应链进行整合，实现资源共享。不过按照目前法拉第未来在交付新车上的困难程度，可能很难产生足够的收入来维持自身的运营。一个关键的问题是，还有更多钱研发第二品牌吗？02 制造和交付是大问题FF最新财报显示，今年二季度，营收29.3万美元，经营性亏损较去年同期的5597.9万美元收窄至5060.9万美元，净亏损约1.09亿美元。2024年上半年，法拉第未来累计实现营收29.5万美元；和去年同期2.7亿美元的净亏损相比，今年的亏损降到了1.57亿美元（约合人民币11亿元）。截至6月30日，该公司账面总资产约为4.58亿美元，总负债约为3.09亿美元（约合人民币22亿元），净资产约为1.49亿美元。运营活动所用现金减少至只有2910万美元（2.08亿元人民币），期末现金流仅137.7万美元。不过，二季度法拉第未来通过可转债票据融资，筹集了约1550万美元资金。回顾FF造车十年，交付了13辆FF 91，其中6辆新车还是对外租赁，除了2023年贾跃亭自己买了一辆，当年又交付出去3辆车。今年1-6月，奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）创办的运输服务公司购入一辆，用于提供VIP专车服务；一位名为何俊的个人投资者也买了一辆，共同组成了法拉第未来今年半年报的销售收入。而最后一辆新车就是由法拉第未来自家员工，全球传播与社区销售负责人高巍在今年8月份购入。值得一提的是，今年3月份，法拉第未来将此前交付的11辆FF 91汽车全部召回，称FF 91汽车的安全气囊警告灯存在故障问题。假使该车辆的安全气囊出现问题，软件系统错误将无法唤起警告灯打开，这将对驾驶员的人身安全构成潜在威胁。今年以来，法拉第未来不断有拖欠房租、出售工厂的消息传出，股票也曾因连续十个交易日收盘价低于0.1美元，收到了纳斯达克的退市函，贾跃亭不得不通过个人IP商业化的方式来缓解资金压力。由于资金短缺无法购买零部件，法拉第未来曾长达四个月没有交付新车，在重启FF 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aiFalcon，并计划于今年开始向该地区用户交付。按照贾跃亭的规划，法拉第未来对标的是传统超级豪华品牌，并对传统豪华汽车文化进行颠覆，和劳斯莱斯、法拉利、宾利和迈巴赫等豪车品牌类似。只不过站得越高，危险系数也越高，贾跃亭目前终本案件未履行的金额还超过100亿元，“下周回国”变得更加遥遥无期。从交付新车上的困难程度和财务数据来看，FF第二品牌的诞生可能很简单，但怎么制造和交付，或是最大的问题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":841,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"最赚钱的期权","avatar":"https://static.tigerbbs.com/a275a333dc1d495e1864823b8e4852f5","crmLevel":9,"crmLevelSwitch":1,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"content":"跑那么远还是支持国货呀？[微笑]中概股中概人的股都传承缅a血脉","text":"跑那么远还是支持国货呀？[微笑]中概股中概人的股都传承缅a血脉","html":"跑那么远还是支持国货呀？[微笑]中概股中概人的股都传承缅a血脉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314505698230480,"gmtCreate":1717814451215,"gmtModify":1717816687106,"author":{"id":"4146641454403152","authorId":"4146641454403152","name":"新手下海","avatar":"https://static.tigerbbs.com/8c4e825ab5c520069a723337a1cb5cdd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4146641454403152","authorIdStr":"4146641454403152"},"themes":[],"htmlText":"<a 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