股神轩的个人主页 - 老虎社区

股神轩

股神轩

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IP属地：广东

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12-02

这也能放上来？

蔚来旗下重庆销售服务公司经营异常

11-24

Replying to @只买信仰股:市值也就那么一点，低估的厉害//@只买信仰股:高位了不是最佳投资标的

11-21

$蔚来(NIO)$ 空了空了

11-14

13F而已，两三个月前的事出来吓人

瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高

10-22

这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]

小米，基本盘快输光了

10-21

Replying to @forcec:裟蓖？//@forcec:不反对周榜了？

10-17

没新闻搞这种新闻是吧，记者收了多少，或者空了多少

抱歉，原内容已删除

10-02

$蔚来(NIO)$ 天天洗盘

08-12

反正乐道不是蔚来[难过]

第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十

07-12

开始说公司内部有问题，公司改革了说供应链有问题，事实证明供应链没啥问题又说人家放不下身段，好了现在卖19万了，又说人家审美不行，对对对，这蔚来就是不行，你可真行//@江边渔火:又是一个多棱角和线条不符国内的审美车型，蔚来啥时会开窍？其消费者洞察力真有待提高。

@江边渔火:又是一个多棱角和线条不符国内的审美车型，蔚来啥时会开窍？其消费者洞察力真有待提高。

05-23

Replying to @二狗大石:因为贵//@二狗大石:那为什么不选择已经投入了 2000 亿的特斯拉呢？特斯拉每年的投入 150 亿刀累积远远不止 2000 亿 rmb//@Bill9bill:如果烧钱能换来技术突破，到时候真正领先于有商，股票大涨，这不是股民所需要吗？

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512020935049525aca2&s=b><strong>天眼查</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天眼查App显示，近日，重庆蔚锐汽车销售服务有限公司因通过登记的住所或者经营场所无法联系，被重庆市渝中区市场监督管理局列入经营异常名录。工商信息显示，该公司成立于2018年4月，法定代表人为秦峰，注册资本1000万人民币，经营范围含汽车新车销售、信息咨询服务、二手车经销、汽车租赁、汽车维修、二手车经纪等。股东信息显示，该公司由蔚来汽车销售服务有限公司全资持股。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512020935049525aca2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","09866":"蔚来-SW","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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不是最佳投资标的","images":[{"img":"https://static.tigerbbs.com/ed9202a0dfe562671b960a99dd37e6af"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/503653597085920","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000724","authorId":"9000000000000724","name":"AgathaHume","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000724","idStr":"9000000000000724"},"content":"高位了还敢追？跌到你怀疑人生！","text":"高位了还敢追？跌到你怀疑人生！","html":"高位了还敢追？跌到你怀疑人生！"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502330473918792,"gmtCreate":1763658125516,"gmtModify":1763658127421,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空了空了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空了空了","text":"$蔚来(NIO)$ 空了空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502330473918792","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500098566504744,"gmtCreate":1763119546744,"gmtModify":1763119549012,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"title":"","htmlText":"13F而已，两三个月前的事出来吓人","listText":"13F而已，两三个月前的事出来吓人","text":"13F而已，两三个月前的事出来吓人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500098566504744","repostId":"1172244794","repostType":2,"repost":{"id":"1172244794","kind":"news","pubTimestamp":1763101660,"share":"https://www.laohu8.com/m/news/1172244794?lang=&edition=full","pubTime":"2025-11-14 14:27","market":"us","language":"zh","title":"瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1172244794","media":"电车黑板报","summary":"当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。瑞银集团首次建仓蔚来美股始于2018年第三季度，当时仅持有6.18万股。第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。","content":"<html><head></head><body><p style=\"text-align: justify;\">已连续三个季度位居<a href=\"https://laohu8.com/S/NIO\">蔚来</a>美股最大机构股东的<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团，继今年第二季度小幅减持后，在第三季度进一步减持该股近六成股份，持仓规模去年第四季度以来首次降到3000万股以下。</p><p style=\"text-align: justify;\">当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。</p><p style=\"text-align: justify;\">据13f.info数据，瑞银集团第三季度减持<a href=\"https://laohu8.com/S/09866\">蔚来</a>美股4136.97万股，持仓规模（不含期权）环比减少59%至2877.78万股。由于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>美股期内股价大涨，瑞银集团对其持仓市值仅环比下滑9%，仍连续三个季度超过2亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff45ceb85e28861ed99c5fb6ac3df33c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">瑞银集团首次建仓蔚来美股始于2018年第三季度，当时仅持有6.18万股。在此后长达六年的时间里，最高持仓规模不到600万股。</p><p style=\"text-align: justify;\">直到去年第四季度，瑞银集团大举增持逾4000万股，环比增加9.75倍，一举成为蔚来美股13F持仓规模最大的机构股东。今年第一季度，该机构进一步增持3079.5万股，环比增加70%至7495.5万股，持仓规模续创新高。</p><p style=\"text-align: justify;\">在已披露第三季度13F持仓文件的机构中，瑞银集团对蔚来的持仓排名仍暂列第一，规模领先排名第二的WT Asset Management超过1000万股。WT时隔14个季度再度买入蔚来，其也是9月中旬登陆港股的激光雷达制造商<a href=\"https://laohu8.com/S/HSAI\">禾赛科技</a>的基石投资者之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8053b708c9f8df16448866837dbd26f0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1058\"/></p><p style=\"text-align: justify;\">对于其他两家在美股上市的中国造车新势力<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，瑞银集团的持仓态度不一。</p><p style=\"text-align: justify;\">第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>尚未披露最新一季13F持仓文件，去年第三季度大举增持后成为<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>美股持仓规模最大的机构股东，并已连续四个季度持股超过3000万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105e6152c56900c8b46ce67b38d5af4b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">同期，瑞银集团对理想美股进行了小幅减持，持仓规模环比减少2%至152.75万股。</p><p style=\"text-align: justify;\">巧合的是，瑞银集团上一次大幅增持小鹏和理想均在去年第四季度，当时分别买入781.5万股小鹏美股和220.5万股理想美股。对前者持仓规模环比增加4.98倍至938.35万股，对后者则环比增加4.61倍至268.35万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b22bf547642e1786f9259b3425ebdcf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">仅就持仓规模而言，在“蔚小理”中机构更偏好蔚来和小鹏。截至目前，第三季度申报持有蔚来美股100万股以上的13F机构已达到19家，其中新建仓机构达到8家；申报持有小鹏和理想美股100万股以上的13F机构分别达到8家和7家。</p><p style=\"text-align: justify;\">相比之下，第二季度申报持有蔚来、小鹏和理想美股100万股以上的13F机构分别为21家、19家和12家。</p><p style=\"text-align: justify;\">截至第三季度末，瑞银集团持有美股标的（含期权）共计10276只，环比增加75只，持仓总市值首次超过6000亿美元。SPDR S&amp;P 500 ETF TRUST（PUT）、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等十大重仓股，合占该机构投资组合的16.37%。</p></body></html>","source":"lsy1755823770030","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>瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高</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瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 14:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/b2KptQG-f0oRAq-UFVkusQ><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>已连续三个季度位居蔚来美股最大机构股东的瑞银集团，继今年第二季度小幅减持后，在第三季度进一步减持该股近六成股份，持仓规模去年第四季度以来首次降到3000万股以下。当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。据13f.info数据，瑞银集团第三季度减持蔚来美股4136.97万股，持仓规模（不含期权）环比减少59%至2877.78万股。由于蔚来美股期内...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b2KptQG-f0oRAq-UFVkusQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09868":"小鹏汽车-W","LU0052750758.USD":"富兰克林中国基金A Acc","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","NIO":"蔚来","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK1587":"次新股","BK4555":"新能源车","BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","09866":"蔚来-SW","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","BK4574":"无人驾驶","BK4509":"腾讯概念"},"source_url":"https://mp.weixin.qq.com/s/b2KptQG-f0oRAq-UFVkusQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172244794","content_text":"已连续三个季度位居蔚来美股最大机构股东的瑞银集团，继今年第二季度小幅减持后，在第三季度进一步减持该股近六成股份，持仓规模去年第四季度以来首次降到3000万股以下。当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。据13f.info数据，瑞银集团第三季度减持蔚来美股4136.97万股，持仓规模（不含期权）环比减少59%至2877.78万股。由于蔚来美股期内股价大涨，瑞银集团对其持仓市值仅环比下滑9%，仍连续三个季度超过2亿美元。瑞银集团首次建仓蔚来美股始于2018年第三季度，当时仅持有6.18万股。在此后长达六年的时间里，最高持仓规模不到600万股。直到去年第四季度，瑞银集团大举增持逾4000万股，环比增加9.75倍，一举成为蔚来美股13F持仓规模最大的机构股东。今年第一季度，该机构进一步增持3079.5万股，环比增加70%至7495.5万股，持仓规模续创新高。在已披露第三季度13F持仓文件的机构中，瑞银集团对蔚来的持仓排名仍暂列第一，规模领先排名第二的WT Asset Management超过1000万股。WT时隔14个季度再度买入蔚来，其也是9月中旬登陆港股的激光雷达制造商禾赛科技的基石投资者之一。对于其他两家在美股上市的中国造车新势力小鹏汽车和理想汽车，瑞银集团的持仓态度不一。第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。阿里巴巴尚未披露最新一季13F持仓文件，去年第三季度大举增持后成为小鹏汽车美股持仓规模最大的机构股东，并已连续四个季度持股超过3000万股。同期，瑞银集团对理想美股进行了小幅减持，持仓规模环比减少2%至152.75万股。巧合的是，瑞银集团上一次大幅增持小鹏和理想均在去年第四季度，当时分别买入781.5万股小鹏美股和220.5万股理想美股。对前者持仓规模环比增加4.98倍至938.35万股，对后者则环比增加4.61倍至268.35万股。仅就持仓规模而言，在“蔚小理”中机构更偏好蔚来和小鹏。截至目前，第三季度申报持有蔚来美股100万股以上的13F机构已达到19家，其中新建仓机构达到8家；申报持有小鹏和理想美股100万股以上的13F机构分别达到8家和7家。相比之下，第二季度申报持有蔚来、小鹏和理想美股100万股以上的13F机构分别为21家、19家和12家。截至第三季度末，瑞银集团持有美股标的（含期权）共计10276只，环比增加75只，持仓总市值首次超过6000亿美元。SPDR S&P 500 ETF TRUST（PUT）、英伟达、微软、苹果和亚马逊等十大重仓股，合占该机构投资组合的16.37%。","news_type":1,"symbols_score_info":{"09866":1.5,"09868":1.5,"NIO":1.5,"NIO.SI":1.5,"XPEV":1.5}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491853696184640,"gmtCreate":1761102063545,"gmtModify":1761102065900,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]&nbsp;&nbsp;","listText":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]&nbsp;&nbsp;","text":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491853696184640","repostId":"2577403158","repostType":2,"repost":{"id":"2577403158","kind":"news","pubTimestamp":1761035488,"share":"https://www.laohu8.com/m/news/2577403158?lang=&edition=full","pubTime":"2025-10-21 16:31","market":"hk","language":"zh","title":"小米，基本盘快输光了","url":"https://stock-news.laohu8.com/highlight/detail?id=2577403158","media":"知本商业观察","summary":"小米SU7采用的半隐藏式电子门把手，在碰撞断电的紧急情况下，成为致命隐患。车祸当日，小米股价暴跌8%。基本盘松动，忠诚用户离去小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。如果小米继续将精力放在指责“黑公关”而非解决实际问题，那么最终失去的将不仅是潜在客户，更是那些曾经力挺小米的忠诚基本盘。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165853547v20166o889ej4fb\"/><p>“把资源和精力集中到科技创新与技术研发上，共同抵制网络水军、黑公关等网络乱象。”10月16日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>董事长雷军在世界智能网联汽车大会上的这番呼吁，与他身后产品事故频发的现实，形成了尖锐对比。就在三天前，成都一辆<a href=\"https://laohu8.com/S/01810\">小米</a>SU7碰撞起火，车门无法打开，驾驶员不幸遇难。</p><p>而雷军选择在悲剧后谈论“黑公关”，非但未能平息舆论，反而引发更强烈的质疑。但这不是孤例，<a href=\"https://laohu8.com/S/81810\">小米</a>法务部公布的数据显示，2025年已完成对16465条舆情线索的法律评估，对92个恶意侵权账号提起民事诉讼。雷军多次表示小米汽车是“全网被黑最惨的品牌”。但当企业将批评声浪简单归类为“黑公关”时，真正的信任危机已悄然而至。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165854082v2013aoqh1po1lp\"/><p><strong>安全危机，成都车祸引爆信任崩塌</strong></p><p>10月13日凌晨的成都车祸，暴露了小米汽车致命软肋。现场<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，救援人员徒手砸窗、使用工具破拆，却无法打开车门。最终车辆起火燃烧，驾驶员丧生。警方通报提及驾驶人涉嫌酒驾，但舆论焦点集中于“车门打不开”。</p><p>这已是小米SU7在198天内发生的第二起致命事故。小米SU7采用的半隐藏式电子门把手，在碰撞断电的紧急情况下，成为致命隐患。这与传统机械门把手的可靠性形成鲜明对比。车祸当日，小米股价暴跌8%。市场用脚投票，显示出对小米汽车安全性的深度担忧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165859791v201d7hk3kgoqpg\"/><p><strong>危机应对，回避与沉默加剧质疑</strong></p><p>成都车祸后，小米的危机应对再次失分。事故当天，雷军微博照常宣传“帕米尔高原非常美”、“阳光下更好看”，与悲剧现场形成刺眼对比。这种“日常宣传”引发公众强烈反感。相比之下，今年3月安徽铜陵事故后，雷军至少还在72小时后做出了道歉。更令人不解的是，截止事件发生已超过一周，雷军还未回应成都事故，也未提及对遇难者家属的慰问。这种沉默与雷军高调呼吁抵制“黑公关”形成双重标准。在智能汽车时代，安全应是不可逾越的底线。当小米直播间被“车门打不开”的质疑刷屏时，官方的回避态度只能加剧信任危机。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165907694v201f14n48ku7s1\"/><p>雷军今日微博截图</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165908246v201rj2hh8c8ud6\"/><p><strong>频发问题凸显品牌短板</strong></p><p>除车门外，小米汽车在短短一年内陷入多重质量争议。SU7 Ultra宣称的1548匹最大马力，在4月30日的系统更新后被限制到约900匹，需达成特定赛道成绩才能解锁。这种“性能缩水”引发车主强烈不满。</p><p>更令人质疑的是，花费4.2万元选装的碳纤维前舱盖，实际效果与宣传存在明显差距。车主拆解发现，所谓的“双风道高效导流”设计既无法有效引导气流，也未能产生下压力。面对质疑，小米以“信息表达不够清晰”轻描淡写地回应，将问题归咎于“复刻原型车造型”需求。</p><p>这种避重就轻的回应，难以平息车主不满。今年9月，小米召回11.7万辆SU7。值得注意的是，此次召回是在国家市场监管总局启动缺陷调查后开展的，而非小米主动发起。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165909096v201yf250vjkz9n\"/><p><strong>转移视线难掩产品危机</strong></p><p>随着质疑声增多，小米开始将批评归类为“黑公关”行为。2025年9月，雷军发文称，小米法务部已取证数百个账号并发起诉讼。官方媒体对此提出尖锐批评。 浙江省官媒“钱江晚报”直言，企业不应把“正常批评与黑公关混为一谈”，不要偷换概念，转移公众对产品问题的关切。“第一财经”以《别让年轻人的第一台车变成最后一台》为题，直击消费者最关心的安全问题。“经济观察报”发表《小米之“祸”》，直指小米模式、理念和生态三大问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165915555v201g1mqfmx72jz\"/><p><strong>基本盘松动，忠诚用户离去</strong></p><p>小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。当一辆车连基本的安全门都无法打开时，再高的智能配置也失去意义。 新能源汽车发展不能本末倒置，不能为追求风阻系数和科技感，而忽视安全环节。</p><p>随着工信部推动应急知识普及，要求车企将应急解锁操作纳入提车强制培训，消费者将更加关注车辆安全性能。对靠粉丝起家的小米而言，失去忠诚用户信任的风险远比短期股价波动更为致命。</p><p>成熟企业不会将“黑公关”作为应对所有批评的挡箭牌。当小米汽车车主在事故后担心车门无法打开，当忠实粉丝发现宣传与实际产品存在差距，雷军和小米需要的是坦诚与改进，而非将批评等同于“黑公关”。如果小米继续将精力放在指责“黑公关”而非解决实际问题，那么最终失去的将不仅是潜在客户，更是那些曾经力挺小米的忠诚基本盘。</p></article></body></html>","source":"tencent","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>小米，基本盘快输光了</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小米，基本盘快输光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021165922a6c58933&s=b><strong>知本商业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“把资源和精力集中到科技创新与技术研发上，共同抵制网络水军、黑公关等网络乱象。”10月16日，小米董事长雷军在世界智能网联汽车大会上的这番呼吁，与他身后产品事故频发的现实，形成了尖锐对比。就在三天前，成都一辆小米SU7碰撞起火，车门无法打开，驾驶员不幸遇难。而雷军选择在悲剧后谈论“黑公关”，非但未能平息舆论，反而引发更强烈的质疑。但这不是孤例，小米法务部公布的数据显示，2025年已完成对16465...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021165922a6c58933&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","SG9999002463.SGD":"LionGlobal China Growth 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Ultra宣称的1548匹最大马力，在4月30日的系统更新后被限制到约900匹，需达成特定赛道成绩才能解锁。这种“性能缩水”引发车主强烈不满。更令人质疑的是，花费4.2万元选装的碳纤维前舱盖，实际效果与宣传存在明显差距。车主拆解发现，所谓的“双风道高效导流”设计既无法有效引导气流，也未能产生下压力。面对质疑，小米以“信息表达不够清晰”轻描淡写地回应，将问题归咎于“复刻原型车造型”需求。这种避重就轻的回应，难以平息车主不满。今年9月，小米召回11.7万辆SU7。值得注意的是，此次召回是在国家市场监管总局启动缺陷调查后开展的，而非小米主动发起。转移视线难掩产品危机随着质疑声增多，小米开始将批评归类为“黑公关”行为。2025年9月，雷军发文称，小米法务部已取证数百个账号并发起诉讼。官方媒体对此提出尖锐批评。 浙江省官媒“钱江晚报”直言，企业不应把“正常批评与黑公关混为一谈”，不要偷换概念，转移公众对产品问题的关切。“第一财经”以《别让年轻人的第一台车变成最后一台》为题，直击消费者最关心的安全问题。“经济观察报”发表《小米之“祸”》，直指小米模式、理念和生态三大问题。基本盘松动，忠诚用户离去小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。当一辆车连基本的安全门都无法打开时，再高的智能配置也失去意义。 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天天洗盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484902608699944","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466898374525176,"gmtCreate":1755005906585,"gmtModify":1755006738270,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"反正乐道不是蔚来[难过]&nbsp;&nbsp;","listText":"反正乐道不是蔚来[难过]&nbsp;&nbsp;","text":"反正乐道不是蔚来[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466898374525176","repostId":"2558597647","repostType":2,"repost":{"id":"2558597647","kind":"news","pubTimestamp":1754998991,"share":"https://www.laohu8.com/m/news/2558597647?lang=&edition=full","pubTime":"2025-08-12 19:43","market":"us","language":"zh","title":"第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十","url":"https://stock-news.laohu8.com/highlight/detail?id=2558597647","media":"电车界","summary":"电车界8月12日消息新势力第32周 销量出炉，整体呈现低迷状态。此外，作为新势力代表之一的蔚来，在本周跌出前十。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。理想销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。方程豹销量0.30万辆，环比下滑11.76%。整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。","content":"<html><body><article><p>点击上面↑<strong>“电车界”</strong><strong>关注</strong><strong>，</strong><strong>记得加“星标”！</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250812210906222v163rra4aq35r12\"/><p>电车界8月12日消息</p><p>新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。</p><p>此外，作为新势力代表之一的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，在本周跌出前十。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250812210914835v163x8v5px5wgte\"/><p><a href=\"https://laohu8.com/S/09863\">零跑</a>以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。</p><p>小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。</p><p>问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。</p><p><a href=\"https://laohu8.com/S/01810\">小米</a>销量0.68万辆，环比下滑10.53%。</p><p><a href=\"https://laohu8.com/S/LI\">理想</a>销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。</p><p>深蓝销量0.37万辆，环比下滑5.13%。</p><p><a href=\"https://laohu8.com/S/ZK\">极氪</a>是唯一一个逆势上涨的品牌，销量0.33万辆，环比增长13.79%。</p><p>乐道销量0.32万辆，环比下滑13.51%。</p><p>方程豹销量0.30万辆，环比下滑11.76%。</p><p>岚图销量0.28万辆，环比下滑15.15%。</p><p>整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。</p><p>8月本就是传统购车低谷期，“金九银十”前消费者持币观望可能是原因之一。</p><p>问界27%的断崖式下滑尤为醒目，或因M7改款大家都在等新款；<a href=\"https://laohu8.com/S/09866\">蔚来</a>跌出前十则暴露产品迭代空窗期的阵痛，反观其子品牌乐道，凭借L90的强劲表现，守住了0.32万辆的基本盘。</p><p>随着9月改款车型密集上市（如问界M7焕新版、第三代<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES8等），市场有望迎来新一波消费热潮。</p><p>你也可以关注其他账号内容。</p><p>扫码加入电车界车友群！！！</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 19:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b><strong>电车界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击上面↑“电车界”关注，记得加“星标”！电车界8月12日消息新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。此外，作为新势力代表之一的蔚来，在本周跌出前十。零跑以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2558597647","content_text":"点击上面↑“电车界”关注，记得加“星标”！电车界8月12日消息新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。此外，作为新势力代表之一的蔚来，在本周跌出前十。零跑以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。小米销量0.68万辆，环比下滑10.53%。理想销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。深蓝销量0.37万辆，环比下滑5.13%。极氪是唯一一个逆势上涨的品牌，销量0.33万辆，环比增长13.79%。乐道销量0.32万辆，环比下滑13.51%。方程豹销量0.30万辆，环比下滑11.76%。岚图销量0.28万辆，环比下滑15.15%。整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。8月本就是传统购车低谷期，“金九银十”前消费者持币观望可能是原因之一。问界27%的断崖式下滑尤为醒目，或因M7改款大家都在等新款；蔚来跌出前十则暴露产品迭代空窗期的阵痛，反观其子品牌乐道，凭借L90的强劲表现，守住了0.32万辆的基本盘。随着9月改款车型密集上市（如问界M7焕新版、第三代蔚来ES8等），市场有望迎来新一波消费热潮。你也可以关注其他账号内容。扫码加入电车界车友群！！！","news_type":1,"symbols_score_info":{"09866":0.6,"NIO.SI":0.6,"EVS.SI":0.6,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455530260140128,"gmtCreate":1752250697944,"gmtModify":1752253039328,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"开始说公司内部有问题，公司改革了说供应链有问题，事实证明供应链没啥问题又说人家放不下身段，好了现在卖19万了，又说人家审美不行，对对对，这蔚来就是不行，你可真行//<a 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rmb//@Bill9bill:如果烧钱能换来技术突破，到时候真正领先于有商，股票大涨，这不是股民所需要吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437995723305856","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":506572471275808,"gmtCreate":1764652861887,"gmtModify":1764652864522,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"title":"","htmlText":"这也能放上来？","listText":"这也能放上来？","text":"这也能放上来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506572471275808","repostId":"2588470084","repostType":2,"repost":{"id":"2588470084","kind":"news","pubTimestamp":1764639149,"share":"https://www.laohu8.com/m/news/2588470084?lang=&edition=full","pubTime":"2025-12-02 09:32","market":"us","language":"zh","title":"蔚来旗下重庆销售服务公司经营异常","url":"https://stock-news.laohu8.com/highlight/detail?id=2588470084","media":"天眼查","summary":"天眼查App显示，近日，重庆蔚锐汽车销售服务有限公司因通过登记的住所或者经营场所无法联系，被重庆市渝中区市场监督管理局列入经营异常名录。工商信息显示，该公司成立于2018年4月，法定代表人为秦峰，注册资本1000万人民币，经营范围含汽车新车销售、信息咨询服务、二手车经销、汽车租赁、汽车维修、二手车经纪等。股东信息显示，该公司由蔚来汽车销售服务有限公司全资持股。","content":"<html><body><article><p>天眼查App显示，近日，重庆蔚锐汽车销售服务有限公司因通过登记的住所或者经营场所无法联系，被重庆市渝中区市场监督管理局列入经营异常名录。</p><p>工商信息显示，该公司成立于2018年4月，法定代表人为秦峰，注册资本1000万人民币，经营范围含汽车新车销售、信息咨询服务、二手车经销、汽车租赁、汽车维修、二手车经纪等。股东信息显示，该公司由<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车销售服务有限公司全资持股。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202093449691d20170sl444qt3j\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251202093452121d201lew1nmj4fja\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251202093501810d2012dgcp93b5uc\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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蔚来旗下重庆销售服务公司经营异常\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512020935049525aca2&s=b><strong>天眼查</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天眼查App显示，近日，重庆蔚锐汽车销售服务有限公司因通过登记的住所或者经营场所无法联系，被重庆市渝中区市场监督管理局列入经营异常名录。工商信息显示，该公司成立于2018年4月，法定代表人为秦峰，注册资本1000万人民币，经营范围含汽车新车销售、信息咨询服务、二手车经销、汽车租赁、汽车维修、二手车经纪等。股东信息显示，该公司由蔚来汽车销售服务有限公司全资持股。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512020935049525aca2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","09866":"蔚来-SW","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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href=\"https://laohu8.com/U/3434880829342579\">@江边渔火</a>:又是一个多棱角和线条不符国内的审美车型，蔚来啥时会开窍？其消费者洞察力真有待提高。","listText":"开始说公司内部有问题，公司改革了说供应链有问题，事实证明供应链没啥问题又说人家放不下身段，好了现在卖19万了，又说人家审美不行，对对对，这蔚来就是不行，你可真行//<a 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14:27","market":"us","language":"zh","title":"瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1172244794","media":"电车黑板报","summary":"当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。瑞银集团首次建仓蔚来美股始于2018年第三季度，当时仅持有6.18万股。第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。","content":"<html><head></head><body><p style=\"text-align: justify;\">已连续三个季度位居<a href=\"https://laohu8.com/S/NIO\">蔚来</a>美股最大机构股东的<a href=\"https://laohu8.com/S/UBS\">瑞银</a>集团，继今年第二季度小幅减持后，在第三季度进一步减持该股近六成股份，持仓规模去年第四季度以来首次降到3000万股以下。</p><p style=\"text-align: justify;\">当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。</p><p style=\"text-align: justify;\">据13f.info数据，瑞银集团第三季度减持<a href=\"https://laohu8.com/S/09866\">蔚来</a>美股4136.97万股，持仓规模（不含期权）环比减少59%至2877.78万股。由于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>美股期内股价大涨，瑞银集团对其持仓市值仅环比下滑9%，仍连续三个季度超过2亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff45ceb85e28861ed99c5fb6ac3df33c\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">瑞银集团首次建仓蔚来美股始于2018年第三季度，当时仅持有6.18万股。在此后长达六年的时间里，最高持仓规模不到600万股。</p><p style=\"text-align: justify;\">直到去年第四季度，瑞银集团大举增持逾4000万股，环比增加9.75倍，一举成为蔚来美股13F持仓规模最大的机构股东。今年第一季度，该机构进一步增持3079.5万股，环比增加70%至7495.5万股，持仓规模续创新高。</p><p style=\"text-align: justify;\">在已披露第三季度13F持仓文件的机构中，瑞银集团对蔚来的持仓排名仍暂列第一，规模领先排名第二的WT Asset Management超过1000万股。WT时隔14个季度再度买入蔚来，其也是9月中旬登陆港股的激光雷达制造商<a href=\"https://laohu8.com/S/HSAI\">禾赛科技</a>的基石投资者之一。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8053b708c9f8df16448866837dbd26f0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"1058\"/></p><p style=\"text-align: justify;\">对于其他两家在美股上市的中国造车新势力<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，瑞银集团的持仓态度不一。</p><p style=\"text-align: justify;\">第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>尚未披露最新一季13F持仓文件，去年第三季度大举增持后成为<a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>美股持仓规模最大的机构股东，并已连续四个季度持股超过3000万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/105e6152c56900c8b46ce67b38d5af4b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">同期，瑞银集团对理想美股进行了小幅减持，持仓规模环比减少2%至152.75万股。</p><p style=\"text-align: justify;\">巧合的是，瑞银集团上一次大幅增持小鹏和理想均在去年第四季度，当时分别买入781.5万股小鹏美股和220.5万股理想美股。对前者持仓规模环比增加4.98倍至938.35万股，对后者则环比增加4.61倍至268.35万股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b22bf547642e1786f9259b3425ebdcf\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"888\"/></p><p style=\"text-align: justify;\">仅就持仓规模而言，在“蔚小理”中机构更偏好蔚来和小鹏。截至目前，第三季度申报持有蔚来美股100万股以上的13F机构已达到19家，其中新建仓机构达到8家；申报持有小鹏和理想美股100万股以上的13F机构分别达到8家和7家。</p><p style=\"text-align: justify;\">相比之下，第二季度申报持有蔚来、小鹏和理想美股100万股以上的13F机构分别为21家、19家和12家。</p><p style=\"text-align: justify;\">截至第三季度末，瑞银集团持有美股标的（含期权）共计10276只，环比增加75只，持仓总市值首次超过6000亿美元。SPDR S&amp;P 500 ETF TRUST（PUT）、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等十大重仓股，合占该机构投资组合的16.37%。</p></body></html>","source":"lsy1755823770030","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>瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高</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瑞银第三季度减仓蔚来近六成，对小鹏持仓创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 14:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/b2KptQG-f0oRAq-UFVkusQ><strong>电车黑板报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>已连续三个季度位居蔚来美股最大机构股东的瑞银集团，继今年第二季度小幅减持后，在第三季度进一步减持该股近六成股份，持仓规模去年第四季度以来首次降到3000万股以下。当地时间11月13日，瑞银集团向SEC提交了截至2025年9月30日的第三季度13F持仓文件。据13f.info数据，瑞银集团第三季度减持蔚来美股4136.97万股，持仓规模（不含期权）环比减少59%至2877.78万股。由于蔚来美股期内...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b2KptQG-f0oRAq-UFVkusQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"09868":"小鹏汽车-W","LU0052750758.USD":"富兰克林中国基金A Acc","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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Asset Management超过1000万股。WT时隔14个季度再度买入蔚来，其也是9月中旬登陆港股的激光雷达制造商禾赛科技的基石投资者之一。对于其他两家在美股上市的中国造车新势力小鹏汽车和理想汽车，瑞银集团的持仓态度不一。第三季度，瑞银集团增持小鹏美股197.96万股，环比增加24%至1031.17万股。2020年第三季度建仓小鹏以来，该机构对小鹏的持仓规模首次超过1000万股，仅次于暂列第一的晨星资本旗下基金TMT General Partner Ltd。阿里巴巴尚未披露最新一季13F持仓文件，去年第三季度大举增持后成为小鹏汽车美股持仓规模最大的机构股东，并已连续四个季度持股超过3000万股。同期，瑞银集团对理想美股进行了小幅减持，持仓规模环比减少2%至152.75万股。巧合的是，瑞银集团上一次大幅增持小鹏和理想均在去年第四季度，当时分别买入781.5万股小鹏美股和220.5万股理想美股。对前者持仓规模环比增加4.98倍至938.35万股，对后者则环比增加4.61倍至268.35万股。仅就持仓规模而言，在“蔚小理”中机构更偏好蔚来和小鹏。截至目前，第三季度申报持有蔚来美股100万股以上的13F机构已达到19家，其中新建仓机构达到8家；申报持有小鹏和理想美股100万股以上的13F机构分别达到8家和7家。相比之下，第二季度申报持有蔚来、小鹏和理想美股100万股以上的13F机构分别为21家、19家和12家。截至第三季度末，瑞银集团持有美股标的（含期权）共计10276只，环比增加75只，持仓总市值首次超过6000亿美元。SPDR S&P 500 ETF TRUST（PUT）、英伟达、微软、苹果和亚马逊等十大重仓股，合占该机构投资组合的16.37%。","news_type":1,"symbols_score_info":{"09866":1.5,"09868":1.5,"NIO":1.5,"NIO.SI":1.5,"XPEV":1.5}},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484902608699944,"gmtCreate":1759413566213,"gmtModify":1759414118573,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 天天洗盘","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 天天洗盘","text":"$蔚来(NIO)$ 天天洗盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484902608699944","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502330473918792,"gmtCreate":1763658125516,"gmtModify":1763658127421,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空了空了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"0\"></v-v> 空了空了","text":"$蔚来(NIO)$ 空了空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502330473918792","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491853696184640,"gmtCreate":1761102063545,"gmtModify":1761102065900,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]&nbsp;&nbsp;","listText":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]&nbsp;&nbsp;","text":"这几天看这种贴看吐了，都是往死里踩，巴不得它倒闭[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491853696184640","repostId":"2577403158","repostType":2,"repost":{"id":"2577403158","kind":"news","pubTimestamp":1761035488,"share":"https://www.laohu8.com/m/news/2577403158?lang=&edition=full","pubTime":"2025-10-21 16:31","market":"hk","language":"zh","title":"小米，基本盘快输光了","url":"https://stock-news.laohu8.com/highlight/detail?id=2577403158","media":"知本商业观察","summary":"小米SU7采用的半隐藏式电子门把手，在碰撞断电的紧急情况下，成为致命隐患。车祸当日，小米股价暴跌8%。基本盘松动，忠诚用户离去小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。如果小米继续将精力放在指责“黑公关”而非解决实际问题，那么最终失去的将不仅是潜在客户，更是那些曾经力挺小米的忠诚基本盘。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165853547v20166o889ej4fb\"/><p>“把资源和精力集中到科技创新与技术研发上，共同抵制网络水军、黑公关等网络乱象。”10月16日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>董事长雷军在世界智能网联汽车大会上的这番呼吁，与他身后产品事故频发的现实，形成了尖锐对比。就在三天前，成都一辆<a href=\"https://laohu8.com/S/01810\">小米</a>SU7碰撞起火，车门无法打开，驾驶员不幸遇难。</p><p>而雷军选择在悲剧后谈论“黑公关”，非但未能平息舆论，反而引发更强烈的质疑。但这不是孤例，<a href=\"https://laohu8.com/S/81810\">小米</a>法务部公布的数据显示，2025年已完成对16465条舆情线索的法律评估，对92个恶意侵权账号提起民事诉讼。雷军多次表示小米汽车是“全网被黑最惨的品牌”。但当企业将批评声浪简单归类为“黑公关”时，真正的信任危机已悄然而至。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165854082v2013aoqh1po1lp\"/><p><strong>安全危机，成都车祸引爆信任崩塌</strong></p><p>10月13日凌晨的成都车祸，暴露了小米汽车致命软肋。现场<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，救援人员徒手砸窗、使用工具破拆，却无法打开车门。最终车辆起火燃烧，驾驶员丧生。警方通报提及驾驶人涉嫌酒驾，但舆论焦点集中于“车门打不开”。</p><p>这已是小米SU7在198天内发生的第二起致命事故。小米SU7采用的半隐藏式电子门把手，在碰撞断电的紧急情况下，成为致命隐患。这与传统机械门把手的可靠性形成鲜明对比。车祸当日，小米股价暴跌8%。市场用脚投票，显示出对小米汽车安全性的深度担忧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165859791v201d7hk3kgoqpg\"/><p><strong>危机应对，回避与沉默加剧质疑</strong></p><p>成都车祸后，小米的危机应对再次失分。事故当天，雷军微博照常宣传“帕米尔高原非常美”、“阳光下更好看”，与悲剧现场形成刺眼对比。这种“日常宣传”引发公众强烈反感。相比之下，今年3月安徽铜陵事故后，雷军至少还在72小时后做出了道歉。更令人不解的是，截止事件发生已超过一周，雷军还未回应成都事故，也未提及对遇难者家属的慰问。这种沉默与雷军高调呼吁抵制“黑公关”形成双重标准。在智能汽车时代，安全应是不可逾越的底线。当小米直播间被“车门打不开”的质疑刷屏时，官方的回避态度只能加剧信任危机。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165907694v201f14n48ku7s1\"/><p>雷军今日微博截图</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165908246v201rj2hh8c8ud6\"/><p><strong>频发问题凸显品牌短板</strong></p><p>除车门外，小米汽车在短短一年内陷入多重质量争议。SU7 Ultra宣称的1548匹最大马力，在4月30日的系统更新后被限制到约900匹，需达成特定赛道成绩才能解锁。这种“性能缩水”引发车主强烈不满。</p><p>更令人质疑的是，花费4.2万元选装的碳纤维前舱盖，实际效果与宣传存在明显差距。车主拆解发现，所谓的“双风道高效导流”设计既无法有效引导气流，也未能产生下压力。面对质疑，小米以“信息表达不够清晰”轻描淡写地回应，将问题归咎于“复刻原型车造型”需求。</p><p>这种避重就轻的回应，难以平息车主不满。今年9月，小米召回11.7万辆SU7。值得注意的是，此次召回是在国家市场监管总局启动缺陷调查后开展的，而非小米主动发起。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165909096v201yf250vjkz9n\"/><p><strong>转移视线难掩产品危机</strong></p><p>随着质疑声增多，小米开始将批评归类为“黑公关”行为。2025年9月，雷军发文称，小米法务部已取证数百个账号并发起诉讼。官方媒体对此提出尖锐批评。 浙江省官媒“钱江晚报”直言，企业不应把“正常批评与黑公关混为一谈”，不要偷换概念，转移公众对产品问题的关切。“第一财经”以《别让年轻人的第一台车变成最后一台》为题，直击消费者最关心的安全问题。“经济观察报”发表《小米之“祸”》，直指小米模式、理念和生态三大问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251021165915555v201g1mqfmx72jz\"/><p><strong>基本盘松动，忠诚用户离去</strong></p><p>小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。当一辆车连基本的安全门都无法打开时，再高的智能配置也失去意义。 新能源汽车发展不能本末倒置，不能为追求风阻系数和科技感，而忽视安全环节。</p><p>随着工信部推动应急知识普及，要求车企将应急解锁操作纳入提车强制培训，消费者将更加关注车辆安全性能。对靠粉丝起家的小米而言，失去忠诚用户信任的风险远比短期股价波动更为致命。</p><p>成熟企业不会将“黑公关”作为应对所有批评的挡箭牌。当小米汽车车主在事故后担心车门无法打开，当忠实粉丝发现宣传与实际产品存在差距，雷军和小米需要的是坦诚与改进，而非将批评等同于“黑公关”。如果小米继续将精力放在指责“黑公关”而非解决实际问题，那么最终失去的将不仅是潜在客户，更是那些曾经力挺小米的忠诚基本盘。</p></article></body></html>","source":"tencent","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>小米，基本盘快输光了</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小米，基本盘快输光了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021165922a6c58933&s=b><strong>知本商业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“把资源和精力集中到科技创新与技术研发上，共同抵制网络水军、黑公关等网络乱象。”10月16日，小米董事长雷军在世界智能网联汽车大会上的这番呼吁，与他身后产品事故频发的现实，形成了尖锐对比。就在三天前，成都一辆小米SU7碰撞起火，车门无法打开，驾驶员不幸遇难。而雷军选择在悲剧后谈论“黑公关”，非但未能平息舆论，反而引发更强烈的质疑。但这不是孤例，小米法务部公布的数据显示，2025年已完成对16465...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021165922a6c58933&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0823426308.USD":"法巴中国股票基金","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","SG9999002463.SGD":"LionGlobal China Growth 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A","BK1506":"5G概念","BK1502":"双十一"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021165922a6c58933&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577403158","content_text":"“把资源和精力集中到科技创新与技术研发上，共同抵制网络水军、黑公关等网络乱象。”10月16日，小米董事长雷军在世界智能网联汽车大会上的这番呼吁，与他身后产品事故频发的现实，形成了尖锐对比。就在三天前，成都一辆小米SU7碰撞起火，车门无法打开，驾驶员不幸遇难。而雷军选择在悲剧后谈论“黑公关”，非但未能平息舆论，反而引发更强烈的质疑。但这不是孤例，小米法务部公布的数据显示，2025年已完成对16465条舆情线索的法律评估，对92个恶意侵权账号提起民事诉讼。雷军多次表示小米汽车是“全网被黑最惨的品牌”。但当企业将批评声浪简单归类为“黑公关”时，真正的信任危机已悄然而至。安全危机，成都车祸引爆信任崩塌10月13日凌晨的成都车祸，暴露了小米汽车致命软肋。现场视频显示，救援人员徒手砸窗、使用工具破拆，却无法打开车门。最终车辆起火燃烧，驾驶员丧生。警方通报提及驾驶人涉嫌酒驾，但舆论焦点集中于“车门打不开”。这已是小米SU7在198天内发生的第二起致命事故。小米SU7采用的半隐藏式电子门把手，在碰撞断电的紧急情况下，成为致命隐患。这与传统机械门把手的可靠性形成鲜明对比。车祸当日，小米股价暴跌8%。市场用脚投票，显示出对小米汽车安全性的深度担忧。危机应对，回避与沉默加剧质疑成都车祸后，小米的危机应对再次失分。事故当天，雷军微博照常宣传“帕米尔高原非常美”、“阳光下更好看”，与悲剧现场形成刺眼对比。这种“日常宣传”引发公众强烈反感。相比之下，今年3月安徽铜陵事故后，雷军至少还在72小时后做出了道歉。更令人不解的是，截止事件发生已超过一周，雷军还未回应成都事故，也未提及对遇难者家属的慰问。这种沉默与雷军高调呼吁抵制“黑公关”形成双重标准。在智能汽车时代，安全应是不可逾越的底线。当小米直播间被“车门打不开”的质疑刷屏时，官方的回避态度只能加剧信任危机。雷军今日微博截图频发问题凸显品牌短板除车门外，小米汽车在短短一年内陷入多重质量争议。SU7 Ultra宣称的1548匹最大马力，在4月30日的系统更新后被限制到约900匹，需达成特定赛道成绩才能解锁。这种“性能缩水”引发车主强烈不满。更令人质疑的是，花费4.2万元选装的碳纤维前舱盖，实际效果与宣传存在明显差距。车主拆解发现，所谓的“双风道高效导流”设计既无法有效引导气流，也未能产生下压力。面对质疑，小米以“信息表达不够清晰”轻描淡写地回应，将问题归咎于“复刻原型车造型”需求。这种避重就轻的回应，难以平息车主不满。今年9月，小米召回11.7万辆SU7。值得注意的是，此次召回是在国家市场监管总局启动缺陷调查后开展的，而非小米主动发起。转移视线难掩产品危机随着质疑声增多，小米开始将批评归类为“黑公关”行为。2025年9月，雷军发文称，小米法务部已取证数百个账号并发起诉讼。官方媒体对此提出尖锐批评。 浙江省官媒“钱江晚报”直言，企业不应把“正常批评与黑公关混为一谈”，不要偷换概念，转移公众对产品问题的关切。“第一财经”以《别让年轻人的第一台车变成最后一台》为题，直击消费者最关心的安全问题。“经济观察报”发表《小米之“祸”》，直指小米模式、理念和生态三大问题。基本盘松动，忠诚用户离去小米的成功，始终建立在“忠诚用户”这一基本盘上，但连续的安全危机正动摇这一根基。当一辆车连基本的安全门都无法打开时，再高的智能配置也失去意义。 新能源汽车发展不能本末倒置，不能为追求风阻系数和科技感，而忽视安全环节。随着工信部推动应急知识普及，要求车企将应急解锁操作纳入提车强制培训，消费者将更加关注车辆安全性能。对靠粉丝起家的小米而言，失去忠诚用户信任的风险远比短期股价波动更为致命。成熟企业不会将“黑公关”作为应对所有批评的挡箭牌。当小米汽车车主在事故后担心车门无法打开，当忠实粉丝发现宣传与实际产品存在差距，雷军和小米需要的是坦诚与改进，而非将批评等同于“黑公关”。如果小米继续将精力放在指责“黑公关”而非解决实际问题，那么最终失去的将不仅是潜在客户，更是那些曾经力挺小米的忠诚基本盘。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":0.6,"HXXD.SI":0.6,"01810":1.5,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491664002388016,"gmtCreate":1761055980678,"gmtModify":1761058200356,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:裟蓖？//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:不反对周榜了？","listText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:裟蓖？//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:不反对周榜了？","text":"Replying to @forcec:裟蓖？//@forcec:不反对周榜了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491664002388016","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490216273944904,"gmtCreate":1760709199899,"gmtModify":1760709202123,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"没新闻搞这种新闻是吧，记者收了多少，或者空了多少","listText":"没新闻搞这种新闻是吧，记者收了多少，或者空了多少","text":"没新闻搞这种新闻是吧，记者收了多少，或者空了多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216273944904","repostId":"2576033465","repostType":2,"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466898374525176,"gmtCreate":1755005906585,"gmtModify":1755006738270,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"反正乐道不是蔚来[难过]&nbsp;&nbsp;","listText":"反正乐道不是蔚来[难过]&nbsp;&nbsp;","text":"反正乐道不是蔚来[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466898374525176","repostId":"2558597647","repostType":2,"repost":{"id":"2558597647","kind":"news","pubTimestamp":1754998991,"share":"https://www.laohu8.com/m/news/2558597647?lang=&edition=full","pubTime":"2025-08-12 19:43","market":"us","language":"zh","title":"第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十","url":"https://stock-news.laohu8.com/highlight/detail?id=2558597647","media":"电车界","summary":"电车界8月12日消息新势力第32周 销量出炉，整体呈现低迷状态。此外，作为新势力代表之一的蔚来，在本周跌出前十。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。理想销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。方程豹销量0.30万辆，环比下滑11.76%。整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。","content":"<html><body><article><p>点击上面↑<strong>“电车界”</strong><strong>关注</strong><strong>，</strong><strong>记得加“星标”！</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250812210906222v163rra4aq35r12\"/><p>电车界8月12日消息</p><p>新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。</p><p>此外，作为新势力代表之一的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>，在本周跌出前十。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250812210914835v163x8v5px5wgte\"/><p><a href=\"https://laohu8.com/S/09863\">零跑</a>以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。</p><p>小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。</p><p>问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。</p><p><a href=\"https://laohu8.com/S/01810\">小米</a>销量0.68万辆，环比下滑10.53%。</p><p><a href=\"https://laohu8.com/S/LI\">理想</a>销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。</p><p>深蓝销量0.37万辆，环比下滑5.13%。</p><p><a href=\"https://laohu8.com/S/ZK\">极氪</a>是唯一一个逆势上涨的品牌，销量0.33万辆，环比增长13.79%。</p><p>乐道销量0.32万辆，环比下滑13.51%。</p><p>方程豹销量0.30万辆，环比下滑11.76%。</p><p>岚图销量0.28万辆，环比下滑15.15%。</p><p>整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。</p><p>8月本就是传统购车低谷期，“金九银十”前消费者持币观望可能是原因之一。</p><p>问界27%的断崖式下滑尤为醒目，或因M7改款大家都在等新款；<a href=\"https://laohu8.com/S/09866\">蔚来</a>跌出前十则暴露产品迭代空窗期的阵痛，反观其子品牌乐道，凭借L90的强劲表现，守住了0.32万辆的基本盘。</p><p>随着9月改款车型密集上市（如问界M7焕新版、第三代<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>ES8等），市场有望迎来新一波消费热潮。</p><p>你也可以关注其他账号内容。</p><p>扫码加入电车界车友群！！！</p></article></body></html>","source":"tencent","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>第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十</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{ 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { 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第32周新势力销量：整体低迷，问界暴跌27%，蔚来掉出前十\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-12 19:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b><strong>电车界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>点击上面↑“电车界”关注，记得加“星标”！电车界8月12日消息新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。此外，作为新势力代表之一的蔚来，在本周跌出前十。零跑以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","BK4099":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4509":"腾讯概念","NIO":"蔚来","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250812210924a6e1c7b0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2558597647","content_text":"点击上面↑“电车界”关注，记得加“星标”！电车界8月12日消息新势力第32周（8月4日-8月10日）销量出炉，整体呈现低迷状态。榜单中的十个品牌，有九个出现销量下滑。此外，作为新势力代表之一的蔚来，在本周跌出前十。零跑以0.93万辆的成绩蝉联榜首，但与第31周的1.02万辆相比，下滑了8.82%。小鹏第以0.79万辆的周销量超过了问界，但环比下降了13.19%。问界销量下滑幅度最为明显，第32周仅售出0.70万辆，相较于第31周的0.96万辆，下滑27.08%。小米销量0.68万辆，环比下滑10.53%。理想销量0.53万辆，环比下滑3.64%，是下滑幅度相对较小的品牌。深蓝销量0.37万辆，环比下滑5.13%。极氪是唯一一个逆势上涨的品牌，销量0.33万辆，环比增长13.79%。乐道销量0.32万辆，环比下滑13.51%。方程豹销量0.30万辆，环比下滑11.76%。岚图销量0.28万辆，环比下滑15.15%。整体来看，上述新势力除极氪外，均出现了销量环比下滑，这背后可能有多重因素。8月本就是传统购车低谷期，“金九银十”前消费者持币观望可能是原因之一。问界27%的断崖式下滑尤为醒目，或因M7改款大家都在等新款；蔚来跌出前十则暴露产品迭代空窗期的阵痛，反观其子品牌乐道，凭借L90的强劲表现，守住了0.32万辆的基本盘。随着9月改款车型密集上市（如问界M7焕新版、第三代蔚来ES8等），市场有望迎来新一波消费热潮。你也可以关注其他账号内容。扫码加入电车界车友群！！！","news_type":1,"symbols_score_info":{"09866":0.6,"NIO.SI":0.6,"EVS.SI":0.6,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437995723305856,"gmtCreate":1747967507458,"gmtModify":1747968313842,"author":{"id":"298848421616651","authorId":"298848421616651","name":"股神轩","avatar":"https://static.tigerbbs.com/059229de0f85baafe31678b762480328","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"298848421616651","idStr":"298848421616651"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3504260094030003\">@二狗大石</a>:因为贵//<a href=\"https://laohu8.com/U/3504260094030003\">@二狗大石</a>:那为什么不选择已经投入了 2000 亿的特斯拉呢？ 特斯拉每年的投入 150 亿刀 累积远远不止 2000 亿 rmb//<a href=\"https://laohu8.com/U/14948343863400\">@Bill9bill</a>:如果烧钱能换来技术突破，到时候真正领先于有商，股票大涨，这不是股民所需要吗？","listText":"Replying to <a href=\"https://laohu8.com/U/3504260094030003\">@二狗大石</a>:因为贵//<a href=\"https://laohu8.com/U/3504260094030003\">@二狗大石</a>:那为什么不选择已经投入了 2000 亿的特斯拉呢？ 特斯拉每年的投入 150 亿刀 累积远远不止 2000 亿 rmb//<a href=\"https://laohu8.com/U/14948343863400\">@Bill9bill</a>:如果烧钱能换来技术突破，到时候真正领先于有商，股票大涨，这不是股民所需要吗？","text":"Replying to @二狗大石:因为贵//@二狗大石:那为什么不选择已经投入了 2000 亿的特斯拉呢？ 特斯拉每年的投入 150 亿刀 累积远远不止 2000 亿 rmb//@Bill9bill:如果烧钱能换来技术突破，到时候真正领先于有商，股票大涨，这不是股民所需要吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437995723305856","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}