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得道阿门
2024-11-22
$蔚来(NIO)$
应该裁员减少研发支出了,之前接触过蔚来一个算法员工,月薪八万多,加上股票年薪两百多万,我真的服,投资人的钱就这么被浪费了是吧,公司亏着,里面员工却大口吃着肉,这还算是创业心态吗?呵呵
得道阿门
2024-11-22
应该裁员减少研发支出了,之前接触过蔚来一个算法员工,月薪八万多,加上股票年薪两百多万,我真的服,投资人的钱就这么被浪费了是吧,公司亏着,里面员工却大口吃着肉,这还算是创业心态吗?呵呵
巨亏已破1000亿!蔚来中东资本接近耗尽,李斌的盈利承诺还能信几回?
得道阿门
2024-11-21
互联网公司真有钱啊,账面躺着三千多亿
拼多多第三季度营收993.5亿元同比增长44%,低于市场预估
得道阿门
2024-11-15
这财报太垃圾了,经济一片大好前提下同比增长才5%,太失望了
得道阿门
2024-08-26
一个季度赚三百多亿呢,盈利差?
得道阿门
2024-08-26
拼多多盈利? 一季度赚三百多亿啊
得道阿门
2022-11-11
$纳斯达克(.IXIC)$
a股看看美股,看看人家怎么涨幅的,真能被a股气死
得道阿门
2022-10-13
$Sea Ltd(SE)$
跌的太慢了,还是没有回到疫情前的股价
得道阿门
2022-05-26
互联网技术程序员的薪资还是一如既往的高的离谱,大厂年薪百万遍地走
抱歉,原内容已删除
得道阿门
2022-05-24
$纳斯达克(.IXIC)$
感觉后半夜会拉起来吧
得道阿门
2022-05-06
$美团-W(03690)$
真稳啊,不愧是港股的门面
得道阿门
2022-05-05
$纳斯达克(.IXIC)$
大盘一次跌的太多了,没意义,个股也就跌个10%左右,不够刺激,留着每天大盘跌个1%,连跌四天,岂不是更刺激,这样个股就可以跌到底了,
得道阿门
2022-05-05
$纳斯达克(.IXIC)$
一次跌这么多干嘛,个股已经跌不动了,不会留着过几天继续跌吗?
得道阿门
2022-04-30
$阿里巴巴(BABA)$
涨了这么多,怎么没看到人来说了?股票跌了立马出来狗叫,今天这么大涨幅咋没看到人说话?
得道阿门
2022-04-27
$纳斯达克(.IXIC)$
今天中概股这么疯狂涨呀
得道阿门
2022-04-27
$阿里巴巴(BABA)$
这几天表现不错哦,挺能抗跌的
得道阿门
2022-04-22
$纳斯达克(.IXIC)$
今天中概股好强呀
得道阿门
2022-04-01
$拼多多(PDD)$
现在炒中概股全靠假新闻,这种没有证实的新闻都能引起中概股大涨?
得道阿门
2022-04-01
$纳斯达克(.IXIC)$
愚人节一个没有证实过的假消息引起中概股疯涨,这市场也太不正常了吧
得道阿门
2022-03-31
绝对不止,至少5000亿
抱歉,原内容已删除
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href=https://new.qq.com/rain/a/20241122A05TYZ00><strong>时间财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全文2272字,阅读约需7分钟,帮我划重点划重点01蔚来第三季度亏损额高达50.6亿元,同比扩大11%,年内累计亏损已达153亿元。02由于研发投入及基础设施建设的高成本,蔚来整体表现承压。03然而,蔚来多品牌战略导致资金需求进一步放大,乐道品牌交付问题影响销售目标。04与此同时,蔚来在国内市场面临激烈竞争,国际化布局亦非一帆风顺。05投资机构对蔚来态度谨慎,评级与目标价屡被下调,市场对其前景担忧...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241122A05TYZ00\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/om_ls/ODX09D7squD2hMzptb14uOU-g8Qc1cHz6PTxcwUHecfaQAA_294195/0","relate_stocks":{"BK4099":"汽车制造商","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO.SI":"蔚来","BK4555":"新能源车","BK4505":"高瓴资本持仓","BITA":"易车","BK4504":"桥水持仓","09866":"蔚来-SW","NIO":"蔚来","BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4574":"无人驾驶","LU0320764599.SGD":"FTIF - Templeton China A Acc 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ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4531":"中概回港概念"},"source_url":"https://new.qq.com/rain/a/20241122A05TYZ00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485282692","content_text":"全文2272字,阅读约需7分钟,帮我划重点划重点01蔚来第三季度亏损额高达50.6亿元,同比扩大11%,年内累计亏损已达153亿元。02由于研发投入及基础设施建设的高成本,蔚来整体表现承压。03然而,蔚来多品牌战略导致资金需求进一步放大,乐道品牌交付问题影响销售目标。04与此同时,蔚来在国内市场面临激烈竞争,国际化布局亦非一帆风顺。05投资机构对蔚来态度谨慎,评级与目标价屡被下调,市场对其前景担忧。以上内容由腾讯混元大模型生成,仅供参考尽管第三季度交付量创下历史新高,但蔚来仍深陷亏损泥潭。11月20日,蔚来公布的最新财报显示,第三季度公司新车交付量达6.2万辆,同比增长11.6%,创历史新高。不过,据财报,仅第三季度,蔚来亏损额就高达50.6亿元,同比扩大11%,使得其年内累计亏损已达153亿元。这意味着,中东资本于2023年底注资蔚来汽车的22亿美元(约合158亿元人民币),在短短三个季度内已接近亏损殆尽。面对巨额亏损,蔚来创始人李斌曾多次强调公司未来的盈利目标,但现实表现却屡次与承诺相悖。从2018年至今,蔚来累计亏损超过千亿元人民币,而盈利时间点已多次推迟。此背景下,中东资本是否会继续加码投资成为未知数。曾几何时,李斌因蔚来品牌的高估值站上财富巅峰。根据胡润百富榜数据,2021年李斌个人财富曾达450亿元人民币。然而,随着蔚来持续亏损和市值下滑,李斌的财富在三年内蒸发了82%,目前仅剩80亿元人民币。其在富豪榜中的排名也从2021年的第137位滑落至2024年的第656位,下降了519位。财务压力难以缓解:亏损额持续扩大根据蔚来最新财报,2024年第三季度其营收为186.7亿元,同比下降2.1%;净亏损却达到50.6亿元,同比扩大11%。这使得今年前三季度累计亏损已超过150亿元,自成立以来的累计亏损更是突破千亿大关。尽管公司努力通过提升毛利率来改善盈利状况,但整体表现却因研发投入及基础设施建设的高成本而承压。更为引人关注的是蔚来快速消耗的现金储备。截至三季度末,公司手握422亿元现金,但其负债总额已达879.2亿元,资产负债率高达84.5%。若不能有效缩减亏损或大幅提升收入来源,其资金链承压问题将愈加严峻。蔚来的单车售价策略成为其收入增长的桎梏之一。第三季度公司新车交付量达6.2万辆,同比增长11.6%,创历史新高,但汽车销售收入却同比下降4.1%至167亿元。这一反差的根源在于售价较低的乐道品牌交付比例上升,以及蔚来品牌降价促销策略的实施。数据显示,其单车均价已从去年同期的31.4万元降至26.99万元。乐道品牌首款车型L60虽被官方称“爆单”,但实际表现却未如预期。自9月上市以来,其月度交付量始终低于5000台(9 月832辆、10 月4319辆),而同期小鹏MONA M03已实现连续两月交付破万。乐道品牌的产能爬坡与交付延迟问题,不仅使消费者体验受到影响,还对公司的销售目标形成掣肘。多品牌战略:盈利承诺是否可信?蔚来多品牌战略的推进为其市场扩张注入了新活力,但也显现出诸多问题。除主品牌NIO外,公司推出了面向中端市场的乐道品牌,并计划2025年推出萤火虫品牌,目标覆盖14万至80万元的价格区间。然而,这种扩张模式也导致公司资金需求进一步放大。乐道L60的量产问题暴露了蔚来在多品牌运营中的短板。尽管管理层称产能瓶颈属于“正常节奏”,但延迟交付已对消费者信心和品牌形象造成冲击。此外,蔚来还需面对换电站等基础设施建设带来的巨额资本开支。截至目前,公司已在全国建成2600余座换电站,计划在2025年扩展至5000座,资金压力不容忽视。相较其他造车新势力,蔚来的盈利能力显得更加薄弱。理想汽车已连续多个季度实现盈利,小鹏汽车也在逐步收窄亏损幅度,而蔚来的亏损却仍居高不下。更为严峻的是,蔚来的毛利率从巅峰时期的20.3%下降至当前的10.7%,与理想的21.5%和小鹏的15.3%差距明显。此外,蔚来的“换电模式”虽具有创新性,但盈利前景尚未明朗。李斌在财报会上坦言,单座换电站需达到60次/日的换电量才能实现盈亏平衡,而目前的实际使用量仅为目标的一半。若未来市场环境恶化,换电站可能成为公司沉重的财务负担。蔚来在国内市场面临激烈竞争的同时,也在加速推进国际化布局。其品牌已进入欧洲多国,并计划2025年进军中东北非市场。然而,国际市场扩张并非一帆风顺。高额的关税及文化适应问题,使得其海外业务短期内难以贡献可观收益。李斌曾多次承诺盈利目标,最初预计2023年实现盈亏平衡,后推迟至2024年,再到目前宣称2026年盈利。然而,从当前的财务表现和市场竞争态势来看,这一承诺实现的可能性仍存疑。面对不断扩大的亏损额、激烈的市场竞争和资金链压力,蔚来需要加快调整战略步伐,在品牌定位、研发投入及运营效率等方面找到更优解,否则其未来将可能愈加艰难。投资机构的冷眼旁观:评级与目标价频频下调蔚来汽车的财务表现和长期战略正受到投资机构的密切关注,但近期其评级与目标价屡被下调,反映了市场对其前景的担忧。11月21日,麦格理将蔚来评级下调至“中性”,并将目标价下调27%至38港元;下调蔚来汽车(NIO.US)评级,由优于大市调整至中性评级, 目标价由6.60美元调整至4.80美元。麦格理发表报告指出,蔚来旗下核心品牌需求疲弱,以及乐道品牌生产进展缓慢,导致第四季度收入预测中位数较市场共识低18%。同时,麦格理对乐道50%至60%的订单受到今年底购车补贴到期影响表示担忧。因此,将蔚来今明两年销售预测各下调5%,并将明年调整后亏损预测由原先的110亿元人民币扩大至130亿元人民币。麦格理表示,蔚来第三季度收入为187亿元人民币,较该行预测低2%。同时,运营开支仍然较高,导致运营亏损较该行低出15%。公司预计第四季度销量介于7.2万至7.5万辆,较预测中位数低出12%;而收入目标为197亿至203亿元人民币,亦较预测低出14%。中银国际同样对蔚来态度谨慎,该机构将蔚来(NIO.US)目标价从9美元调整至8.5美元。中银国际指出,虽然预期蔚来品牌毛利率有望在2024年第四季度达到15%,但对于乐道品牌首销期的优惠政策影响,中银国际预计乐道毛利率短期内仍处于个位数水平。作为新能源汽车赛道的开拓者之一,蔚来承载了资本与市场的高期待,却也背负了巨额亏损与资金链压力的沉重负担。蔚来的困境不仅是自身战略执行与外部竞争压力的博弈,更是整个行业从高估值泡沫回归理性发展的必然缩影。在喧嚣的市场中,蔚来是否能兑现承诺,步履稳健地驶向“盈利之岸”?对于李斌而言,不仅是一次商业挑战,更是一场对初心与远见的考验。(文/深度报道组)查看原图 28K","news_type":1,"symbols_score_info":{"BITA":1,"NIO":1,"09866":1,"NIO.SI":0.6,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":3182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373371012337872,"gmtCreate":1732190904883,"gmtModify":1732190907524,"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"300635909033158","authorIdStr":"300635909033158"},"themes":[],"htmlText":"互联网公司真有钱啊,账面躺着三千多亿","listText":"互联网公司真有钱啊,账面躺着三千多亿","text":"互联网公司真有钱啊,账面躺着三千多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373371012337872","repostId":"1101265241","repostType":2,"repost":{"id":"1101265241","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1732188697,"share":"https://www.laohu8.com/m/news/1101265241?lang=zh_CN&edition=full","pubTime":"2024-11-21 19:31","market":"us","language":"zh","title":"拼多多第三季度营收993.5亿元同比增长44%,低于市场预估","url":"https://stock-news.laohu8.com/highlight/detail?id=1101265241","media":"老虎资讯综合","summary":"11月21日,拼多多盘前发布财报,第三季度营收993.5亿元人民币,同比增长44%,预估1028.3亿元人民币;第三季度NON-GAAP净利润274.6亿元,同比增61%;第三季度调整后每ADS收益18.59元人民币,预估20.19元人民币。财报发布后,拼多多盘前跌超16%。","content":"<html><head></head><body><p>11月21日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,第三季度营收993.5亿元人民币,不及市场预估1028.3亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0578fd3f9eaf8729f9850f7bedb7d9c8\" tg-width=\"1168\" tg-height=\"745\"/></p><p>数据显示:</p><ul style=\"\"><li><p>Q3营收993.54亿元(人民币,下同),同比增长44%;</p></li><li><p>Q3净利润249.81亿元,同比增长61%;</p></li><li><p>Q3经调整净利润为274.59亿元,同比增长61%;</p></li><li><p>Q3在线营销服务及其他收入为493.51亿元;交易服务收入为500.03亿元;</p></li><li><p>调整后每ADS收益18.59元;</p></li></ul><p>截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p>拼多多在Q3季度中先后推出“百亿减免”“电商西进”“新质商家扶持计划”等重磅举措,持续扩大对生态建设的投资,一定程度上影响了短期的财报表现。</p><p style=\"text-align: justify;\">拼多多陈磊表示,在财务数据之外,我们更加看重生态投资带来的长期价值,未来几个季度,拼多多将继续投入“新质供给”“电商西进”等战略,给用户、商家及产业带来更长远的回报。</p><p>财报发布后,拼多多盘前跌超16%。</p><p><img src=\"https://static.tigerbbs.com/efc9be7bb27701da413860144ac9970d\" alt=\"\"/></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>拼多多第三季度营收993.5亿元同比增长44%,低于市场预估</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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拼多多第三季度营收993.5亿元同比增长44%,低于市场预估\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\">2024-11-21 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,第三季度营收993.5亿元人民币,不及市场预估1028.3亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0578fd3f9eaf8729f9850f7bedb7d9c8\" tg-width=\"1168\" tg-height=\"745\"/></p><p>数据显示:</p><ul style=\"\"><li><p>Q3营收993.54亿元(人民币,下同),同比增长44%;</p></li><li><p>Q3净利润249.81亿元,同比增长61%;</p></li><li><p>Q3经调整净利润为274.59亿元,同比增长61%;</p></li><li><p>Q3在线营销服务及其他收入为493.51亿元;交易服务收入为500.03亿元;</p></li><li><p>调整后每ADS收益18.59元;</p></li></ul><p>截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p>拼多多在Q3季度中先后推出“百亿减免”“电商西进”“新质商家扶持计划”等重磅举措,持续扩大对生态建设的投资,一定程度上影响了短期的财报表现。</p><p style=\"text-align: justify;\">拼多多陈磊表示,在财务数据之外,我们更加看重生态投资带来的长期价值,未来几个季度,拼多多将继续投入“新质供给”“电商西进”等战略,给用户、商家及产业带来更长远的回报。</p><p>财报发布后,拼多多盘前跌超16%。</p><p><img src=\"https://static.tigerbbs.com/efc9be7bb27701da413860144ac9970d\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"BK4585":"ETF&股票定投概念","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","BK4558":"双十一","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","BK4535":"淡马锡持仓","BK4588":"碎股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","PDD":"拼多多","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) 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