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攒精法师
04-29
$纳指三倍做空ETF(SQQQ)$
继续潜水
攒精法师
04-27
这篇文章不错,转发给大家看看
@711265b:I opened 1 lot(s)
$GOOGL 20240719 150.0 PUT$
,long term cash Secured put. I am scared to buy GOOGL at ATH
攒精法师
04-27
这篇文章不错,转发给大家看看
@711265b:I opened 1 lot(s)
$SQQQ 20240503 11.5 CALL$
,I am having a bit of fun....
攒精法师
04-27
这篇文章不错,转发给大家看看
抱歉,原内容已删除
攒精法师
04-22
$哔哩哔哩(BILI)$
我觉得我还有救
攒精法师
04-16
$纳指三倍做空ETF(SQQQ)$
静待花开
攒精法师
04-07
$纳指三倍做空ETF(SQQQ)$
黎明前的黑暗中砥砺前行
攒精法师
03-31
$纳指三倍做空ETF(SQQQ)$
舒服
攒精法师
03-22
今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。
攒精法师
03-22
近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。
攒精法师
03-09
炒鸡炒鸡炒鸡炒鸡炒鸡
攒精法师
03-06
这篇文章不错,转发给大家看看
@新能源Bot:简评蔚来2023Q4财报:高端纯电没魔法,高端纯电选蔚来
去老虎APP查看更多动态
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继续潜水","images":[{"img":"https://static.tigerbbs.com/0e5386db5ee437b460938cb07ebcb45f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300359290884352","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299660150051096,"gmtCreate":1714178673447,"gmtModify":1714178674869,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660150051096","repostId":"299544578723888","repostType":1,"repost":{"id":299544578723888,"gmtCreate":1714150419689,"gmtModify":1714151084583,"author":{"id":"4114144409049932","authorId":"4114144409049932","name":"711265b","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/GOOGL 20240719 150.0 PUT\">$GOOGL 20240719 150.0 PUT$ </a> ,long term cash Secured put. I am scared to buy GOOGL at ATH","listText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/GOOGL 20240719 150.0 PUT\">$GOOGL 20240719 150.0 PUT$ </a> ,long term cash Secured put. I am scared to buy GOOGL at ATH","text":"I opened 1 lot(s) $GOOGL 20240719 150.0 PUT$ ,long term cash Secured put. I am scared to buy GOOGL at ATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299544578723888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299660352041216,"gmtCreate":1714178664289,"gmtModify":1714178665696,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660352041216","repostId":"299544263770352","repostType":1,"repost":{"id":299544263770352,"gmtCreate":1714150440263,"gmtModify":1714151078418,"author":{"id":"4114144409049932","authorId":"4114144409049932","name":"711265b","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$ </a> ,I am having a bit of fun....","listText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$ </a> ,I am having a bit of fun....","text":"I opened 1 lot(s) $SQQQ 20240503 11.5 CALL$ ,I am having a bit of fun....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299544263770352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299660058398800,"gmtCreate":1714178642921,"gmtModify":1714178644593,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660058398800","repostId":"299633801498656","repostType":1,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297850993434840,"gmtCreate":1713746388613,"gmtModify":1713751497788,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 我觉得我还有救","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 我觉得我还有救","text":"$哔哩哔哩(BILI)$ 我觉得我还有救","images":[{"img":"https://static.tigerbbs.com/8eb4cd9d0097421c77f7006585f9783c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297850993434840","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":295864880869424,"gmtCreate":1713262617131,"gmtModify":1713263035874,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 静待花开","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 静待花开","text":"$纳指三倍做空ETF(SQQQ)$ 静待花开","images":[{"img":"https://static.tigerbbs.com/58caa681cea4dc8a866d0a441e3be7f6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295864880869424","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":292551481852080,"gmtCreate":1712449720697,"gmtModify":1712454892742,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 黎明前的黑暗中砥砺前行","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 黎明前的黑暗中砥砺前行","text":"$纳指三倍做空ETF(SQQQ)$ 黎明前的黑暗中砥砺前行","images":[{"img":"https://static.tigerbbs.com/f5694f6ffacf65fadb5a3f56203a6221","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292551481852080","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":290186421289224,"gmtCreate":1711852829410,"gmtModify":1711861274263,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 舒服","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 舒服","text":"$纳指三倍做空ETF(SQQQ)$ 舒服","images":[{"img":"https://static.tigerbbs.com/762897dfcb1cc15028a89a26fd0c13b6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290186421289224","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287056505540864,"gmtCreate":1711111075846,"gmtModify":1711111078516,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","listText":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","text":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287056505540864","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286943337431048,"gmtCreate":1711074566822,"gmtModify":1711090081619,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","listText":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","text":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286943337431048","isVote":1,"tweetType":1,"viewCount":9708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":7,"crmLevelSwitch":0},"content":"好好好,听君一席话胜似一席话","text":"好好好,听君一席话胜似一席话","html":"好好好,听君一席话胜似一席话"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282299637248232,"gmtCreate":1709949196469,"gmtModify":1709951562371,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"炒鸡炒鸡炒鸡炒鸡炒鸡","listText":"炒鸡炒鸡炒鸡炒鸡炒鸡","text":"炒鸡炒鸡炒鸡炒鸡炒鸡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282299637248232","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281235249664232,"gmtCreate":1709691543354,"gmtModify":1709692877940,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281235249664232","repostId":"281247318179936","repostType":1,"repost":{"id":281247318179936,"gmtCreate":1709689922856,"gmtModify":1709690265219,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"简评蔚来2023Q4财报:高端纯电没魔法,高端纯电选蔚来","htmlText":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","listText":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","text":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","images":[{"img":"https://static.tigerbbs.com/3a9cb1a7fd8fc528adc99901887fa1fc","width":"690","height":"455"},{"img":"https://static.tigerbbs.com/90bbc3f801aaa5e78e6f0289910d76b3","width":"690","height":"1493"},{"img":"https://static.tigerbbs.com/8c26448d0d39222d70cbcf6ccea87b7c","width":"690","height":"6759"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281247318179936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":287056505540864,"gmtCreate":1711111075846,"gmtModify":1711111078516,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","listText":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","text":"今年发布的Blackwell明白无误的告诉大家摩尔定律不在神奇了,之前NVIDIA的可扩展的GPU架构搭配摩尔定律可谓摧枯拉朽,让大家难以望其项背;而现在NVIDIA发布会对于芯片本身特性基本一笔带过,而重点都在DGX系统上,也就是芯片内部依靠摩尔定律扩展基本到头,后面扩展主要靠芯片间互联来完成了。另一个就是这种算力的提升并没有宣传中那么夸张,像NVIDIA展示的8年里AI算力提升了1000X,主要靠的是数据精度,从最开始高性能计算的FP64,FP32,FP16,到FP8,FP4。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287056505540864","isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286943337431048,"gmtCreate":1711074566822,"gmtModify":1711090081619,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","listText":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","text":"近期,哔哩哔哩的股价可能受到以下几个因素的影响: 公司业绩:哔哩哔哩的收入主要来自游戏、广告、会员订阅和直播等业务。如果公司发布的财报显示收入增长、用户基数扩大或盈利能力提升,可能会对股价产生积极影响。 市场情绪:美股市场整体情绪也会影响哔哩哔哩的股价。例如,如果市场对科技股或中概股整体看好,哔哩哔哩可能会受益;反之,如果市场情绪低迷,股价可能承压。 宏观经济环境:全球经济状况,特别是中美经济关系,对哔哩哔哩等跨国公司有重要影响。经济增长放缓或贸易紧张局势可能会影响其广告和游戏业务。 行业发展趋势:视频分享和流媒体行业的发展趋势也会影响哔哩哔哩的股价。例如,如果行业竞争加剧或监管政策发生变化,可能会对公司造成挑战。 投资者预期:投资者对于哔哩哔哩未来增长潜力的预期也会影响股价。如果市场认为公司有良好的增长前景,股价可能会上涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286943337431048","isVote":1,"tweetType":1,"viewCount":9708,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":7,"crmLevelSwitch":0},"content":"好好好,听君一席话胜似一席话","text":"好好好,听君一席话胜似一席话","html":"好好好,听君一席话胜似一席话"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297850993434840,"gmtCreate":1713746388613,"gmtModify":1713751497788,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 我觉得我还有救","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$ </a> 我觉得我还有救","text":"$哔哩哔哩(BILI)$ 我觉得我还有救","images":[{"img":"https://static.tigerbbs.com/8eb4cd9d0097421c77f7006585f9783c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297850993434840","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":292551481852080,"gmtCreate":1712449720697,"gmtModify":1712454892742,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 黎明前的黑暗中砥砺前行","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 黎明前的黑暗中砥砺前行","text":"$纳指三倍做空ETF(SQQQ)$ 黎明前的黑暗中砥砺前行","images":[{"img":"https://static.tigerbbs.com/f5694f6ffacf65fadb5a3f56203a6221","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292551481852080","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300359290884352,"gmtCreate":1714349303655,"gmtModify":1714354265466,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 继续潜水","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 继续潜水","text":"$纳指三倍做空ETF(SQQQ)$ 继续潜水","images":[{"img":"https://static.tigerbbs.com/0e5386db5ee437b460938cb07ebcb45f","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300359290884352","isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":299660150051096,"gmtCreate":1714178673447,"gmtModify":1714178674869,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660150051096","repostId":"299544578723888","repostType":1,"repost":{"id":299544578723888,"gmtCreate":1714150419689,"gmtModify":1714151084583,"author":{"id":"4114144409049932","authorId":"4114144409049932","name":"711265b","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/GOOGL 20240719 150.0 PUT\">$GOOGL 20240719 150.0 PUT$ </a> ,long term cash Secured put. I am scared to buy GOOGL at ATH","listText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/GOOGL 20240719 150.0 PUT\">$GOOGL 20240719 150.0 PUT$ </a> ,long term cash Secured put. I am scared to buy GOOGL at ATH","text":"I opened 1 lot(s) $GOOGL 20240719 150.0 PUT$ ,long term cash Secured put. I am scared to buy GOOGL at ATH","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299544578723888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299660352041216,"gmtCreate":1714178664289,"gmtModify":1714178665696,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660352041216","repostId":"299544263770352","repostType":1,"repost":{"id":299544263770352,"gmtCreate":1714150440263,"gmtModify":1714151078418,"author":{"id":"4114144409049932","authorId":"4114144409049932","name":"711265b","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$ </a> ,I am having a bit of fun....","listText":"I opened 1 lot(s) <a href=\"https://laohu8.com/OPT/SQQQ 20240503 11.5 CALL\">$SQQQ 20240503 11.5 CALL$ </a> ,I am having a bit of fun....","text":"I opened 1 lot(s) $SQQQ 20240503 11.5 CALL$ ,I am having a bit of fun....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299544263770352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299660058398800,"gmtCreate":1714178642921,"gmtModify":1714178644593,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299660058398800","repostId":"299633801498656","repostType":1,"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295864880869424,"gmtCreate":1713262617131,"gmtModify":1713263035874,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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舒服","text":"$纳指三倍做空ETF(SQQQ)$ 舒服","images":[{"img":"https://static.tigerbbs.com/762897dfcb1cc15028a89a26fd0c13b6","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290186421289224","isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":282299637248232,"gmtCreate":1709949196469,"gmtModify":1709951562371,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"炒鸡炒鸡炒鸡炒鸡炒鸡","listText":"炒鸡炒鸡炒鸡炒鸡炒鸡","text":"炒鸡炒鸡炒鸡炒鸡炒鸡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282299637248232","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281235249664232,"gmtCreate":1709691543354,"gmtModify":1709692877940,"author":{"id":"3546249738780808","authorId":"3546249738780808","name":"攒精法师","avatar":"https://static.tigerbbs.com/c415cc167a18a102565a05e58f6a710b","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281235249664232","repostId":"281247318179936","repostType":1,"repost":{"id":281247318179936,"gmtCreate":1709689922856,"gmtModify":1709690265219,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"简评蔚来2023Q4财报:高端纯电没魔法,高端纯电选蔚来","htmlText":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","listText":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","text":"蔚来发2023年报了,老规矩,有财报数据,有电话会内容,有我自己整理,不保证绝对正确,以公司IR为准。先看事实:2023 Q4蔚来交付50,045台,同比+25%;2023 全年交付160,038台,同比+30.7%;2023 全年,蔚来在成交均价30万以上高端纯电市场占有率为59.8%,远超BBA。2022 Q4汽车毛利率11.9%,全年毛利率9.5%;2023 全年经营亏损人民币226.6亿,净亏损207.2亿。2023 全年研发134.3亿。蔚来已被列入工信部汽车企业生产名录。全年营收556.2亿,新高。毛利率11.9%,新高。现金储备573亿。去年艰难了一点,但是离某些人期待的“倒闭早着呢。公司预测,2024 Q1,交付量介乎31,000至33,000辆。较2023年同一季度减少约0.1%至增加约6.3%。哈哈,恐怕某些小人还得继续喊:最快今年,最慢明年,Since 2014。当然,肯定会有人说,亏这么多钱怎么办。我觉得这事分两部分:1、盈利虽迟但会到,汽车就是投入周期这么长,尤其是蔚来这样不鸡贼看长线的;2、融资能力本身就是一种能力,换别人,破产8回了。蔚来为啥能拿到有钱人(投资者)支持呢?难道有钱人是傻瓜?一些电话会内容:1、Q2发布 ALPS 品牌,Q3发布第一款产品,Q4大规模交付。ALPS共享蔚来换电联盟中的共享换电网络。注意,蔚来车主会有专享换电站。ALPS用的是共享站。ALPS成本比Tesla便宜10%左右。ALPS跟NIO不会在同一个地方卖车,所以独立选址。2、4代换电站,4月份开始布局(640kW超充也是4月开建,这才是真搞基建),今年新增的1000座,大部分都是共享换电站。3、Q2蔚来品牌会有15%-18%毛利率,长期来看,蔚来品牌会有20%以上毛利率。4、第二季度,NOP+城区会推送,NOMI GPT也上车。5、渠道继续下沉,去年招聘的新销售开","images":[{"img":"https://static.tigerbbs.com/3a9cb1a7fd8fc528adc99901887fa1fc","width":"690","height":"455"},{"img":"https://static.tigerbbs.com/90bbc3f801aaa5e78e6f0289910d76b3","width":"690","height":"1493"},{"img":"https://static.tigerbbs.com/8c26448d0d39222d70cbcf6ccea87b7c","width":"690","height":"6759"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281247318179936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}