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石龙y
06-11
：
张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万
石龙y
01-29
$汇川技术(300124)$
石龙y
2025-09-30
.11
汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权
石龙y
2025-09-04
？
中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元
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12:43","market":"fut","language":"zh","title":"张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万","url":"https://stock-news.laohu8.com/highlight/detail?id=2642052704","media":"扬眼","summary":"转自：扬子晚报张雪空降阿里总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。图源：豫视频截图6月10日，张雪晒出在北京阿里总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。参观过程中，不少员工围上来争相合影，张雪当场调侃：我懂！你们就是想摸鱼了。这次到访阿里，是否是洽谈后续商业合作，张雪并未透露。来 源：都市现场、看看新闻\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>转自：扬子晚报</p><p cms-style=\"font-L\">张雪空降<a href=\"https://laohu8.com/S/BABA\">阿里</a>总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。</p><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/300/w640h460/20260611/65c5-a484e2a5005c9b9ef6675509a265ba6c.jpg\"/><span>图源：豫视频截图</span></div><p cms-style=\"font-L\">6月10日，张雪晒出在北京<a href=\"https://laohu8.com/S/09988\">阿里</a>总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！</p><p cms-style=\"font-L\">据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。</p><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/458/w640h618/20260611/3ad9-46a3f0253eec15e797daeb82f7eeca0a.jpg\"/><span></span></div><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/646/w622h824/20260611/57e0-d553c080187dd0f910a6766f6bf1edfa.jpg\"/><span></span></div><p cms-style=\"font-L\">参观过程中，不少员工围上来争相合影，张雪当场调侃：我懂！你们就是想摸鱼了。这次到访阿里，是否是洽谈后续商业合作，张雪并未透露。</p><p cms-style=\"font-L\">来 源：都市现场、看看新闻</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万</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张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 12:43 北京时间 <a href=https://finance.sina.com.cn/jjxw/2026-06-11/doc-iniazays5623856.shtml><strong>扬眼</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自：扬子晚报张雪空降阿里总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。图源：豫视频截图6月10日，张雪晒出在北京阿里总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-06-11/doc-iniazays5623856.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4538":"云计算","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4548":"巴美列捷福持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","09988":"阿里巴巴-W","LU0251143458.SGD":"Fidelity Emerging Markets 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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>汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权</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汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-08-31 01:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，近日<a href=\"https://laohu8.com/S/300124\">汇川技术</a>（300124）新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。</p><p>通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。</p><p>数据来源：天眼查APP</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20250830000004.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300124":"汇川技术","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS 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ACC"},"source_url":"https://stock.stockstar.com/RB2025083100000167.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563884393","content_text":"证券之星消息，近日汇川技术（300124）新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1,"symbols_score_info":{"300124":1}},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474880488100392,"gmtCreate":1756958499259,"gmtModify":1756960868684,"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474880488100392","repostId":"2564346448","repostType":2,"repost":{"id":"2564346448","kind":"news","pubTimestamp":1756948608,"share":"https://www.laohu8.com/m/news/2564346448?lang=zh_CN&edition=full","pubTime":"2025-09-04 09:16","market":"sh","language":"zh","title":"中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564346448","media":"智通财经","summary":"智通财经APP获悉，中金发布研报称，当前蔚来-SW美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。","content":"<html><body><p>智通财经APP获悉，中金发布研报称，当前<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存33%/ 38%上行空间。</p><p><strong>中金主要观点如下：</strong></p><p><strong>2Q25业绩符合市场和该行预期</strong></p><p>公司公布2Q25业绩：营收为190亿元公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。</p><p><strong>业绩符合市场预期，毛利稳健、费用有效控制</strong></p><p>公司2Q25交付72,056辆，环比+71.2%，带动实现营收190亿元。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%(主因技术服务收入稳定增加，充换电运营持续减亏)。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。2Q研发和销管费用分别为30.1/39.7亿元，环比继续保持下滑，带动整体费用率环比-26.3ppt。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。</p><p><strong>强产品周期持续，4Q月销有望破5万辆</strong></p><p>3Q25公司计划交付87,000-91,000辆，创下公司季度销量新高。本次业绩会中，公司指引在强劲的产品周期带动下，乐道L90及全新ES8两款车型有望在4Q起逐步实现单月突破1.5万辆的产销水平，并努力实现超过20%的毛利率水平，带动公司整体实现在4Q持续突破月销5万辆的交付，合计4Q销量有望突破15万辆，并实现整体16-17%的毛利率水平，并实现Non-GAAP盈利转正。展望2026年，公司现有的5566车型有望通过近期的100度电标配的调整，支持销量回升，该行认为公司2026年销量延续增长动力强。该行认为，公司正式启动内部CBU改革后(Cell Business Unit)，经营和组织效率、车型的市场竞争力持续提升，后续该行也有望看到费用端效率实现逐步优化。</p><p><strong>目标全年正向自由现金流，推出世界模型</strong></p><p>公司认为在迭代及全新产品交付后，有望自2Q起销量和现金流逐步进入正轨，在强劲产品周期带动下，公司指引运营现金流持续提升，全年自由现金流有望实现正向流入。5月30日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>世界模型NWM首个版本正式开启推送，公司坚持以安全为先，在主动安全、高速领航、城区领航、智能泊车四大场景实现技术能力与用户体验的全面升级，充分展示了模型的地基稳、上限高的技术特点。</p></body></html>","source":"stock_zhitongcaijing","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>中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元</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中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-04 09:16 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1341308.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，中金发布研报称，当前蔚来-SW(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1341308.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","SW":"Smurfit WestRock PLC","09866":"蔚来-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/1341308.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564346448","content_text":"智通财经APP获悉，中金发布研报称，当前蔚来-SW(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存33%/ 38%上行空间。中金主要观点如下：2Q25业绩符合市场和该行预期公司公布2Q25业绩：营收为190亿元公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。业绩符合市场预期，毛利稳健、费用有效控制公司2Q25交付72,056辆，环比+71.2%，带动实现营收190亿元。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%(主因技术服务收入稳定增加，充换电运营持续减亏)。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。2Q研发和销管费用分别为30.1/39.7亿元，环比继续保持下滑，带动整体费用率环比-26.3ppt。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。强产品周期持续，4Q月销有望破5万辆3Q25公司计划交付87,000-91,000辆，创下公司季度销量新高。本次业绩会中，公司指引在强劲的产品周期带动下，乐道L90及全新ES8两款车型有望在4Q起逐步实现单月突破1.5万辆的产销水平，并努力实现超过20%的毛利率水平，带动公司整体实现在4Q持续突破月销5万辆的交付，合计4Q销量有望突破15万辆，并实现整体16-17%的毛利率水平，并实现Non-GAAP盈利转正。展望2026年，公司现有的5566车型有望通过近期的100度电标配的调整，支持销量回升，该行认为公司2026年销量延续增长动力强。该行认为，公司正式启动内部CBU改革后(Cell Business Unit)，经营和组织效率、车型的市场竞争力持续提升，后续该行也有望看到费用端效率实现逐步优化。目标全年正向自由现金流，推出世界模型公司认为在迭代及全新产品交付后，有望自2Q起销量和现金流逐步进入正轨，在强劲产品周期带动下，公司指引运营现金流持续提升，全年自由现金流有望实现正向流入。5月30日，蔚来世界模型NWM首个版本正式开启推送，公司坚持以安全为先，在主动安全、高速领航、城区领航、智能泊车四大场景实现技术能力与用户体验的全面升级，充分展示了模型的地基稳、上限高的技术特点。","news_type":1,"symbols_score_info":{"09866":1,"SW":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":574019608007960,"gmtCreate":1781155387042,"gmtModify":1781157751952,"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"themes":[],"title":"","htmlText":"：","listText":"：","text":"：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574019608007960","repostId":"2642052704","repostType":2,"repost":{"id":"2642052704","kind":"news","pubTimestamp":1781152980,"share":"https://www.laohu8.com/m/news/2642052704?lang=zh_CN&edition=full","pubTime":"2026-06-11 12:43","market":"fut","language":"zh","title":"张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万","url":"https://stock-news.laohu8.com/highlight/detail?id=2642052704","media":"扬眼","summary":"转自：扬子晚报张雪空降阿里总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。图源：豫视频截图6月10日，张雪晒出在北京阿里总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。参观过程中，不少员工围上来争相合影，张雪当场调侃：我懂！你们就是想摸鱼了。这次到访阿里，是否是洽谈后续商业合作，张雪并未透露。来 源：都市现场、看看新闻\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p>转自：扬子晚报</p><p cms-style=\"font-L\">张雪空降<a href=\"https://laohu8.com/S/BABA\">阿里</a>总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。</p><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/300/w640h460/20260611/65c5-a484e2a5005c9b9ef6675509a265ba6c.jpg\"/><span>图源：豫视频截图</span></div><p cms-style=\"font-L\">6月10日，张雪晒出在北京<a href=\"https://laohu8.com/S/09988\">阿里</a>总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！</p><p cms-style=\"font-L\">据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。</p><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/458/w640h618/20260611/3ad9-46a3f0253eec15e797daeb82f7eeca0a.jpg\"/><span></span></div><div><img src=\"http://n.sinaimg.cn/sinakd20260611s/646/w622h824/20260611/57e0-d553c080187dd0f910a6766f6bf1edfa.jpg\"/><span></span></div><p cms-style=\"font-L\">参观过程中，不少员工围上来争相合影，张雪当场调侃：我懂！你们就是想摸鱼了。这次到访阿里，是否是洽谈后续商业合作，张雪并未透露。</p><p cms-style=\"font-L\">来 源：都市现场、看看新闻</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万</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张雪现身阿里总部，自嘲“以前没少找马云借钱”，最高的一笔超22万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-11 12:43 北京时间 <a href=https://finance.sina.com.cn/jjxw/2026-06-11/doc-iniazays5623856.shtml><strong>扬眼</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自：扬子晚报张雪空降阿里总部！一句“以前没少找马老师借钱”，逗得员工们哈哈大笑。图源：豫视频截图6月10日，张雪晒出在北京阿里总部的视频，身穿“标志性”黑色T恤，打卡阿里公司的四层楼高网红滑梯。张雪怼脸自拍，整个人晃个不停，还像小孩子一样兴奋大叫“呀呀呀”。魔性笑声被网友调侃：“张雪这是人车合一”！据张雪在视频中分享的借款记录，最高的一笔超过22万。对此，他笑称自己真的找“马老师”借了好多次钱。...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-06-11/doc-iniazays5623856.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING MARKETS OPPORTUNITY (USD) \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4538":"云计算","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","BK4548":"巴美列捷福持仓","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC NC","09988":"阿里巴巴-W","LU0251143458.SGD":"Fidelity Emerging Markets 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源：都市现场、看看新闻\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"BBYY":0.6,"KBAB":0.6,"BABW":0.6,"BABU":0.6,"BABO":0.6,"BABX":0.6,"BABA":1.85,"09988":1.85}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":526992316392896,"gmtCreate":1769668384751,"gmtModify":1769669649650,"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/300124\">$汇川技术(300124)$ </a> ","listText":"<a href=\"https://laohu8.com/S/300124\">$汇川技术(300124)$ </a> ","text":"$汇川技术(300124)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526992316392896","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484028559728688,"gmtCreate":1759199982941,"gmtModify":1759202361345,"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"themes":[],"title":"","htmlText":".11","listText":".11","text":".11","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484028559728688","repostId":"2563884393","repostType":2,"repost":{"id":"2563884393","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1756575973,"share":"https://www.laohu8.com/m/news/2563884393?lang=zh_CN&edition=full","pubTime":"2025-08-31 01:46","market":"sh","language":"zh","title":"汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2563884393","media":"证券之星","summary":"证券之星消息，近日汇川技术新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。","content":"<html><body><p>证券之星消息，近日<a href=\"https://laohu8.com/S/300124\">汇川技术</a>（300124）新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。</p><p>通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。</p><p>数据来源：天眼查APP</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20250830000004.png\"/></p></body></html>","source":"stockstar","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>汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权</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汇川技术新注册《掌上汇川鸿蒙版V1.0.0》项目的软件著作权\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2025-08-31 01:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，近日<a href=\"https://laohu8.com/S/300124\">汇川技术</a>（300124）新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。</p><p>通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。</p><p>数据来源：天眼查APP</p><p>以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。</p><p><img src=\"https://static.stockstar.com/etf/20250830000004.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300124":"汇川技术","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1997245177.USD":"安联神洲A股基金","LU0594300419.USD":"富达中国消费基金A","IE0008368742.USD":"首域中国增长基金I Acc","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0823437842.USD":"PARVEST GREEN TIGERS \"C\" (USD) INC","LU1039395188.USD":"BNP PARIBAS GREEN TIGERS \"C\" (USD) ACC","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","IE0005HP3H50.USD":"GUINNESS CHINA \"C\" (USD) ACC","BK0224":"电气机械","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU2506952253.HKD":"BNP PARIBAS GREEN TIGERS \"CRH\" (HKD) ACC","BK0196":"行业龙头","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","BK0188":"融资融券","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0028":"国家队","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK0130":"工业4.0","BK0061":"机器人","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","BK0175":"白马股","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","IE00BZ08YS42.EUR":"GUINNESS BEST OF CHINA \"C\" (EUR) ACC","IE00B0169N27.USD":"STEWARD INVESTORS GLOBAL EMERGING MARKETS LEADERS \"I\" (USD) ACC","IE00BZ08YT58.USD":"GUINNESS BEST OF CHINA \"C\" (USD) ACC","BK0014":"新能源汽车","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC"},"source_url":"https://stock.stockstar.com/RB2025083100000167.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563884393","content_text":"证券之星消息，近日汇川技术（300124）新注册了《掌上汇川鸿蒙版V1.0.0》项目的软件著作权。今年以来汇川技术新注册软件著作权55个，较去年同期增加了243.75%。结合公司2025年中报财务数据，今年上半年公司在研发方面投入了19.66亿元，同比增33.47%。通过天眼查大数据分析，深圳市汇川技术股份有限公司共对外投资了59家企业，参与招投标项目202次；财产线索方面有商标信息17条，专利信息1632条，著作权信息217条；此外企业还拥有行政许可35个。数据来源：天眼查APP以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","news_type":1,"symbols_score_info":{"300124":1}},"isVote":1,"tweetType":1,"viewCount":1688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":474880488100392,"gmtCreate":1756958499259,"gmtModify":1756960868684,"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"themes":[],"title":"","htmlText":"？","listText":"？","text":"？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474880488100392","repostId":"2564346448","repostType":2,"repost":{"id":"2564346448","kind":"news","pubTimestamp":1756948608,"share":"https://www.laohu8.com/m/news/2564346448?lang=zh_CN&edition=full","pubTime":"2025-09-04 09:16","market":"sh","language":"zh","title":"中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564346448","media":"智通财经","summary":"智通财经APP获悉，中金发布研报称，当前蔚来-SW美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。","content":"<html><body><p>智通财经APP获悉，中金发布研报称，当前<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存33%/ 38%上行空间。</p><p><strong>中金主要观点如下：</strong></p><p><strong>2Q25业绩符合市场和该行预期</strong></p><p>公司公布2Q25业绩：营收为190亿元公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。</p><p><strong>业绩符合市场预期，毛利稳健、费用有效控制</strong></p><p>公司2Q25交付72,056辆，环比+71.2%，带动实现营收190亿元。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%(主因技术服务收入稳定增加，充换电运营持续减亏)。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。2Q研发和销管费用分别为30.1/39.7亿元，环比继续保持下滑，带动整体费用率环比-26.3ppt。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。</p><p><strong>强产品周期持续，4Q月销有望破5万辆</strong></p><p>3Q25公司计划交付87,000-91,000辆，创下公司季度销量新高。本次业绩会中，公司指引在强劲的产品周期带动下，乐道L90及全新ES8两款车型有望在4Q起逐步实现单月突破1.5万辆的产销水平，并努力实现超过20%的毛利率水平，带动公司整体实现在4Q持续突破月销5万辆的交付，合计4Q销量有望突破15万辆，并实现整体16-17%的毛利率水平，并实现Non-GAAP盈利转正。展望2026年，公司现有的5566车型有望通过近期的100度电标配的调整，支持销量回升，该行认为公司2026年销量延续增长动力强。该行认为，公司正式启动内部CBU改革后(Cell Business Unit)，经营和组织效率、车型的市场竞争力持续提升，后续该行也有望看到费用端效率实现逐步优化。</p><p><strong>目标全年正向自由现金流，推出世界模型</strong></p><p>公司认为在迭代及全新产品交付后，有望自2Q起销量和现金流逐步进入正轨，在强劲产品周期带动下，公司指引运营现金流持续提升，全年自由现金流有望实现正向流入。5月30日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>世界模型NWM首个版本正式开启推送，公司坚持以安全为先，在主动安全、高速领航、城区领航、智能泊车四大场景实现技术能力与用户体验的全面升级，充分展示了模型的地基稳、上限高的技术特点。</p></body></html>","source":"stock_zhitongcaijing","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>中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元</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中金：维持蔚来-SW(09866)跑赢行业评级 上调目标价51%至68港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-04 09:16 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1341308.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，中金发布研报称，当前蔚来-SW(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1341308.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","SW":"Smurfit WestRock PLC","09866":"蔚来-SW"},"source_url":"http://www.zhitongcaijing.com/content/detail/1341308.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564346448","content_text":"智通财经APP获悉，中金发布研报称，当前蔚来-SW(09866)美股及港股对应2026年0.7x P/S，维持2025扣非盈利预测，考虑到公司产品周期强劲，26年Non-GAAP净利润上调至54.3亿元，维持跑赢行业评级。考虑到公司强劲产品周期及2026年有望实现全年盈利转正，分别上调港美股目标价51%/52%至68港币/8.8美元，均对应2026年1.0x P/S，港股和美股分别较当前股价存33%/ 38%上行空间。中金主要观点如下：2Q25业绩符合市场和该行预期公司公布2Q25业绩：营收为190亿元公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。业绩符合市场预期，毛利稳健、费用有效控制公司2Q25交付72,056辆，环比+71.2%，带动实现营收190亿元。综合毛利率环比+2.3ppt至10%，汽车毛利率环比+0.1ppt至10.3%，其他毛利率转正至8.2%(主因技术服务收入稳定增加，充换电运营持续减亏)。公司维持指引后续车型给定价稳定、结合平台化能力提升、芯片等采购降本，实现部分车型毛利率超过20%。2Q研发和销管费用分别为30.1/39.7亿元，环比继续保持下滑，带动整体费用率环比-26.3ppt。综合来看，2Q公司毛利率表现稳健，费用有效控制，业绩符合市场和该行预期。强产品周期持续，4Q月销有望破5万辆3Q25公司计划交付87,000-91,000辆，创下公司季度销量新高。本次业绩会中，公司指引在强劲的产品周期带动下，乐道L90及全新ES8两款车型有望在4Q起逐步实现单月突破1.5万辆的产销水平，并努力实现超过20%的毛利率水平，带动公司整体实现在4Q持续突破月销5万辆的交付，合计4Q销量有望突破15万辆，并实现整体16-17%的毛利率水平，并实现Non-GAAP盈利转正。展望2026年，公司现有的5566车型有望通过近期的100度电标配的调整，支持销量回升，该行认为公司2026年销量延续增长动力强。该行认为，公司正式启动内部CBU改革后(Cell Business Unit)，经营和组织效率、车型的市场竞争力持续提升，后续该行也有望看到费用端效率实现逐步优化。目标全年正向自由现金流，推出世界模型公司认为在迭代及全新产品交付后，有望自2Q起销量和现金流逐步进入正轨，在强劲产品周期带动下，公司指引运营现金流持续提升，全年自由现金流有望实现正向流入。5月30日，蔚来世界模型NWM首个版本正式开启推送，公司坚持以安全为先，在主动安全、高速领航、城区领航、智能泊车四大场景实现技术能力与用户体验的全面升级，充分展示了模型的地基稳、上限高的技术特点。","news_type":1,"symbols_score_info":{"09866":1,"SW":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
