李飞飞的个人主页 - 老虎社区

李飞飞

李飞飞

只买正股，不碰期权

IP属地：安徽

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03-21

太高了，得降价20万

抱歉，原内容已删除

2023-09-05

遥遥领先

抱歉，原内容已删除

2017-11-24

$红黄蓝(RYB)$垃圾，赶紧退市算了

2017-03-29

$Nutanix Inc.(NTNX)$g什么情况

去老虎APP查看更多动态

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14:21","market":"hk","language":"zh","title":"李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量","url":"https://stock-news.laohu8.com/highlight/detail?id=1121595064","media":"老虎资讯综合","summary":"3月21日，$理想汽车(LI)$CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。","content":"<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>","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>李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量</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; 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class=\"title\">\n李想发布全员内部信：理想MEGA存在节奏问题且过分关注销量\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\">2024-03-21 14:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月21日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>CEO李想发布全员内部信。他在内部信中复盘了理想汽车3月出现的问题和提出解决方案。李想认为，理想MEGA出现节奏问题，错误的把理想MEGA的从0到1阶段(商业验证期)当成了从1到10阶段(高速发展期)进行经营。另外，理想汽车从上至下过于关注销量和竞争，让欲望超越了价值。</p><p style=\"text-align: start;\">李想认为，理想汽车将会耐心地把理想MEGA按照从0到1的节奏去经营，聚焦核心的用户群体，聚焦高端纯电消费能力强的城市。放弃全面开花的销售策略，集中在头部城市的大型零售中心进行产品体验和试驾，并在这些城市加速建设超充站。当有效的完成了从0到1的阶段后，再向更多的城市和更大的用户群体进行推广。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/970bba7a3ff9ff0da93da66c43a9d811\" tg-width=\"700\" tg-height=\"694\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b13892add12d71a1c87f039571a99a9c","relate_stocks":{"BK4551":"寇图资本持仓","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK4588":"碎股","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU1794554557.SGD":"Allianz All China Equity AT Acc 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21:17","market":"us","language":"zh","title":"携程集团-S(09961)绩后大跌8% 未来前景怎么看","url":"https://stock-news.laohu8.com/highlight/detail?id=2365052624","media":"智通财经","summary":"智通财经APP获悉，9月5日，携程集团-S公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。","content":"<html><body><p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。</p><p>文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。</p><p><strong>在强劲的旅行需求带动下，携程业绩显著复苏。</strong>分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。</p><p>携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。</p><p>三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。</p><p>富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，<strong>公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。</strong></p><p>二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。</p><p><img src=\"https://img.zhitongcaijing.com/image/20230905/1693918360995678.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1693918360995678.png\"/></p><p><strong>从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。</strong>财报显示，2023年二季度，<a href=\"https://laohu8.com/S/00780\">同程旅行</a>收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，<a href=\"https://laohu8.com/S/00308\">香港中旅</a>综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。</p><p>9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。<strong>多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。</strong></p><p><a href=\"https://laohu8.com/S/002500\">山西证券</a>8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，<strong>人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。</strong></p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\n携程集团-S(09961)绩后大跌8% 未来前景怎么看\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-05 21:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/991254.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/991254.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","09961":"携程集团—S","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU2242644610.SGD":"Fidelity China Innovation 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ACC","BK4142":"酒店、度假村与豪华游轮"},"source_url":"http://www.zhitongcaijing.com/content/detail/991254.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365052624","content_text":"智通财经APP获悉，9月5日，携程集团-S(09961)公布了2023年二季度业绩。报告期内，携程集团净营业收入为112亿元，同比增长180%，环比增长22%，超过2019年同期29%。二季度归属公司股东净利润6.31亿元，同比大增814.49%，但较一季度的34亿元大幅减少逾81%。携程上半年收入合计204.73亿元，同比增长151.91%；净利润40.06亿元，同比扭亏为盈。文旅部发布的数据显示，2023上半年，国内旅游总人次23.84亿，同比增长63.9%；其中，二季度国内旅游总人次11.68亿，同比增长86.9%。上半年国内旅游收入(旅游总花费)2.3万亿元，比上年增加1.12万亿元，增长95.9%。在强劲的旅行需求带动下，携程业绩显著复苏。分业务来看，第二季度，携程住宿预订营收为43亿元，同比增长216%，环比增长23%；交通票务营收为48亿元，同比增长173%，环比增长16%；旅游度假业务营收为7.22亿元，同比增长492%，环比增长87%；商旅管理业务营收为5.84亿元，同比增长178%，环比增长31%。携程表示，第二季度整体酒店预订量同比增长160%，达历史新高；整体机票预订量也创下历史新高，同比增长近一倍。其中，国内的酒店预订量同比增长170%，较2019年同期增长超过60%。第二季度跨境航空客运量仅恢复到2019年同期的37%，携程出境酒店和机票预订量恢复到2019年同期水平的60%以上。三季度业绩表现方面，携程高管团队表示，受休闲需求带动，旅游市场继续保持强劲势头。暑期国内酒店预订较2019年同期增长超70%，峰值增速达100%。暑期出境机酒预订恢复至2019年同期八成水平，峰值甚至超过2019年水平。此外，国际OTA平台较2019年继续保持三位数增长。富瑞9月5日研报指，携程集团二季度营收高于市场及该行预期，公司未来关注点在于近期旅游需求走势及对下半年的预期、未来数年本地、外游及国际旅游前景等。二级市场方面，9月5日，携程集团股价下跌近8%。不过，拉长时间周期来看，携程集团股价自去年10月底以来，持续反弹，期间累计最大涨幅超1倍，表现相当强劲。从行业来看，受益于旅游市场持续恢复，除携程外，其他港股上市旅企业绩也纷纷向好。财报显示，2023年二季度，同程旅行收入达28.7亿元，同比增长117.4%。经调净利润5.9亿元，同比增长428.9%。平均月活跃用户达2.8亿，较2019年同期增长53.5%；平均月付费用户4220万，较2019年同期增长52.3%。公司收入、经调净利润、平均月付费用户等核心业绩指标，均创历史新高。另外，2023年上半年，香港中旅综合收入为20.55亿港元，较上年同期增长132%，税前利润为3.43亿港元，上年同期税前亏损为4.66亿港元。9月2日，中国旅游研究院院长戴斌在天津2023全球旅行商大会上指出，2023年的旅游经济已进入了“稳开高走、加速回暖、量价齐升、供需两旺”的全面复苏新通道。多重、多维、连续性数据表明，旅游经济已经不可逆转地从萧条走向复苏。山西证券8月28日研报指出，今年以来受益于消费者出游需求增加，出行产业链整体渐进复苏。旅游市场出游人次和旅游收入基本恢复至疫情前水平，人均客单价受限于居民消费偏好趋于稳健，目前较2019年尚有约15%增长空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}