Richard凉介的个人主页 - 老虎社区

Richard凉介

Richard凉介

演练人生

IP属地：江西

141关注

2粉丝

8主题

0勋章

07-06

$蔚来(NIO)$ 根据我今天的测算，明年15，后年40，冲鸭^_^

2024-04-03

$逸仙电商(YSG)$ 要起飞了

2023-09-21

$RLX科技(RLX)$ 明年q3财报后，回到10美金

03-25

痛吗，今天[捂脸][捂脸]

08-17

$蔚来(NIO)$ 啥时候发财宝啊，赶紧公布

2025-08-08

$蔚来(NIO)$ 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！

2025-06-25

内容错误，该公司既然持有60w枚比特币，目前市值应该是600亿美金左右

继续买买买！Strategy上周斥资2600万美元增持比特币

09-30

这一波下跌，终于到头了，10月开始起飞🛫 期待Q3财报盈利

07-07

$理想汽车(LI)$ 市盈率79.4，大家怎么看^_^

07-06

$理想汽车(LI)$ 理想彻底废了，6月才3万的交付量，能维持着10$就烧高香吧

去老虎APP查看更多动态

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理想彻底废了，6月才3万的交付量，能维持着10$就烧高香吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582922320564400","isVote":1,"tweetType":1,"viewCount":1837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":582920196891536,"gmtCreate":1783345936287,"gmtModify":1783345938445,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 根据我今天的测算，明年15，后年40，冲鸭^_^","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 根据我今天的测算，明年15，后年40，冲鸭^_^","text":"$蔚来(NIO)$ 根据我今天的测算，明年15，后年40，冲鸭^_^","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/582920196891536","isVote":1,"tweetType":1,"viewCount":5399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546432763577024,"gmtCreate":1774415794011,"gmtModify":1774415796380,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"痛吗，今天[捂脸][捂脸]","listText":"痛吗，今天[捂脸][捂脸]","text":"痛吗，今天[捂脸][捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546432763577024","isVote":1,"tweetType":1,"viewCount":3518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525901880811520,"gmtCreate":1769445114736,"gmtModify":1769445117585,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"等着看","listText":"等着看","text":"等着看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525901880811520","repostId":"525853166203640","repostType":1,"repost":{"id":525853166203640,"gmtCreate":1769408720032,"gmtModify":1769410814230,"author":{"id":"3574123395625866","authorId":"3574123395625866","name":"狮子做趋势交易","avatar":"https://static.tigerbbs.com/af12a94316dc1d635182b0f091ca8f4a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574123395625866","idStr":"3574123395625866"},"themes":[],"title":"","htmlText":"大饼这轮牛市的高点在10月初，纳指要晚2-3个礼拜，在10月底，标普反应更慢，在这个月初。 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href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 最近几年，只要说起年轻人的消费趋势，相信大多数人都会有一种感觉，这就是看不懂，各种新玩法都违背了大多数人一直以来的观念，就在最近年轻人打包抄底之前出问题车企的“暴雷车”的消息传来，为啥二手的暴雷车突然走红了？这到底是怎么回事？ 一、年轻人打包抄底暴雷车 据每日经济新闻的报道，“花7万多元买辆次顶配SUV，内饰比20多万元的车还舒服，开着它跨省自驾一圈，相当于车钱和租车费都省了。”近日，合肥一位95后摄影工作者江先生向《每日经济新闻》记者表示，今年8月，他用一笔划算到让人意外的交易，成为了哪吒L的车主。 在哪吒汽车深陷经营风波、被不少人避之不及的时候，江先生却主动跨省提车，用80天行驶6000公里的实际体验，印证了“价格到位就有市场”的消费逻辑。 “我一直盯着它的价格变动，想着如果二手车能到心理价位就入手。”今年，江先生在车友群里发现了转机：广西地区的哪吒L有大幅优惠，叠加当地1.3万元的置换补贴后，价格直接腰斩。一番计算下来，裸车价14.99万元的哪吒L 310闪充PRO版（次顶配），扣除4S店优惠和置换补贴，裸车仅需7.39万元。再加上3800元的全险，落地总价为7.77万元。这个价格彻底打动了江先生，而他原本就计划去广西自驾，“得知有车源后，当晚就转了定金，省了租车费还能拥有一辆新车，太划算了”。 实际上，除了年轻消费者，很多车商也在“抄底”暴雷车。在哪吒、高合、威马等品牌陷入经营困境后，一批车商瞄准低价车源，通过“批量收车—短期租赁—二手转卖”的链路，在小众市场中赚得差价，而这些车大多最终流向了对价格更敏感的二三线城市消费者。 二、为啥二手暴雷车突然走红了？ 当前，部分陷入经营危机的车企旗下车型，即市场俗称的 “暴雷车”却成为年轻人追捧的 “香饽饽”，这到底","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> 最近几年，只要说起年轻人的消费趋势，相信大多数人都会有一种感觉，这就是看不懂，各种新玩法都违背了大多数人一直以来的观念，就在最近年轻人打包抄底之前出问题车企的“暴雷车”的消息传来，为啥二手的暴雷车突然走红了？这到底是怎么回事？ 一、年轻人打包抄底暴雷车 据每日经济新闻的报道，“花7万多元买辆次顶配SUV，内饰比20多万元的车还舒服，开着它跨省自驾一圈，相当于车钱和租车费都省了。”近日，合肥一位95后摄影工作者江先生向《每日经济新闻》记者表示，今年8月，他用一笔划算到让人意外的交易，成为了哪吒L的车主。 在哪吒汽车深陷经营风波、被不少人避之不及的时候，江先生却主动跨省提车，用80天行驶6000公里的实际体验，印证了“价格到位就有市场”的消费逻辑。 “我一直盯着它的价格变动，想着如果二手车能到心理价位就入手。”今年，江先生在车友群里发现了转机：广西地区的哪吒L有大幅优惠，叠加当地1.3万元的置换补贴后，价格直接腰斩。一番计算下来，裸车价14.99万元的哪吒L 310闪充PRO版（次顶配），扣除4S店优惠和置换补贴，裸车仅需7.39万元。再加上3800元的全险，落地总价为7.77万元。这个价格彻底打动了江先生，而他原本就计划去广西自驾，“得知有车源后，当晚就转了定金，省了租车费还能拥有一辆新车，太划算了”。 实际上，除了年轻消费者，很多车商也在“抄底”暴雷车。在哪吒、高合、威马等品牌陷入经营困境后，一批车商瞄准低价车源，通过“批量收车—短期租赁—二手转卖”的链路，在小众市场中赚得差价，而这些车大多最终流向了对价格更敏感的二三线城市消费者。 二、为啥二手暴雷车突然走红了？ 当前，部分陷入经营危机的车企旗下车型，即市场俗称的 “暴雷车”却成为年轻人追捧的 “香饽饽”，这到底","text":"$蔚来-SW(09866)$ 最近几年，只要说起年轻人的消费趋势，相信大多数人都会有一种感觉，这就是看不懂，各种新玩法都违背了大多数人一直以来的观念，就在最近年轻人打包抄底之前出问题车企的“暴雷车”的消息传来，为啥二手的暴雷车突然走红了？这到底是怎么回事？ 一、年轻人打包抄底暴雷车 据每日经济新闻的报道，“花7万多元买辆次顶配SUV，内饰比20多万元的车还舒服，开着它跨省自驾一圈，相当于车钱和租车费都省了。”近日，合肥一位95后摄影工作者江先生向《每日经济新闻》记者表示，今年8月，他用一笔划算到让人意外的交易，成为了哪吒L的车主。 在哪吒汽车深陷经营风波、被不少人避之不及的时候，江先生却主动跨省提车，用80天行驶6000公里的实际体验，印证了“价格到位就有市场”的消费逻辑。 “我一直盯着它的价格变动，想着如果二手车能到心理价位就入手。”今年，江先生在车友群里发现了转机：广西地区的哪吒L有大幅优惠，叠加当地1.3万元的置换补贴后，价格直接腰斩。一番计算下来，裸车价14.99万元的哪吒L 310闪充PRO版（次顶配），扣除4S店优惠和置换补贴，裸车仅需7.39万元。再加上3800元的全险，落地总价为7.77万元。这个价格彻底打动了江先生，而他原本就计划去广西自驾，“得知有车源后，当晚就转了定金，省了租车费还能拥有一辆新车，太划算了”。 实际上，除了年轻消费者，很多车商也在“抄底”暴雷车。在哪吒、高合、威马等品牌陷入经营困境后，一批车商瞄准低价车源，通过“批量收车—短期租赁—二手转卖”的链路，在小众市场中赚得差价，而这些车大多最终流向了对价格更敏感的二三线城市消费者。 二、为啥二手暴雷车突然走红了？ 当前，部分陷入经营危机的车企旗下车型，即市场俗称的 “暴雷车”却成为年轻人追捧的 “香饽饽”，这到底","images":[{"img":"https://static.tigerbbs.com/3d9a93b533dec88db7de0ebfc4368c74","width":"961","height":"695"},{"img":"https://static.tigerbbs.com/0a54c211643a514d0468c638b60623fe","width":"1920","height":"1280"},{"img":"https://static.tigerbbs.com/228c7ed2216fdc3c8a2d2dda11d75318","width":"1052","height":"672"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503190299259656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502762879819880,"gmtCreate":1763773023882,"gmtModify":1763773026120,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502762879819880","repostId":"497878489912192","repostType":1,"repost":{"id":497878489912192,"gmtCreate":1762575500792,"gmtModify":1762580863575,"author":{"id":"3557219334161120","authorId":"3557219334161120","name":"社区老大哥","avatar":"https://static.tigerbbs.com/b1b37a4196c680f0c9f15905618ba47a","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3557219334161120","idStr":"3557219334161120"},"themes":[],"title":"Strategy悖论：28亿美元利润与10万美元比特币为何将MSTR推向52周新低","htmlText":"第一部分：利润飙升，股价崩跌 A. 崩盘现场（2025年11月7日收盘） 2025年11月7日，对于Strategy Inc.（前身为MicroStrategy，交易代码MSTR）的投资者而言，是灾难性的一天。当日，该股收于241.93美元。盘中，MSTR股价触及了219.68美元的52周新低 。这一价格较其52周高点543.00美元暴跌了近59%。当日成交量飙升至1697万股，远超1148万股的日均水平，表明市场出现了恐慌性抛售或高信念的做空。 B. 表象的矛盾 MSTR的股价崩溃，与其近期公布的财务数据和其核心资产的强劲表现形成了鲜明对比，构成了市场的主要悖论： 巨额利润： 就在几天前（2025年10月30日），MSTR公布了其2025年第三季度财报，季度净利润高达28亿美元 高企的比特币价格： 在11月7日崩盘当天，比特币（BTC）的价格虽然有所波动，但仍维持在10万美元上方水平。 作为一个理性的市场参与者必须探究，为何一家刚刚宣布28亿美元利润、且其核心持仓资产价格坚挺的公司，其股价会创下52周新低？ 答案在于对“利润”的解读。这28亿美元的净收入并非来自其软件业务的现金流，而是主要归因于其持有的比特币组合的“按市值计价”的非现金会计收益。市场是精明的，它早已看穿了这种“纸面富贵”，并将其视为非经营性收益而予以忽略。 C. 真正的催化剂：为“Strategy”付出的代价 驱动MSTR跌至52周新低的真正催化剂，是公司在同一天（11月7日）发布的另一则公告。 MSTR宣布了其最新一轮融资的定价：发行一种以欧元计价的“10.00% A系列永久性优先股”（STRE） 此次发行旨在募集约6.2亿欧元（约合7.151亿美元）。与往常一样，募集资金的用途是“一般公司用途，包括收购比特币” 8。 市场恐慌的并非MSTR继续购买比特币，而是其融资成本。 10%的股息率，对于一家上市","listText":"第一部分：利润飙升，股价崩跌 A. 崩盘现场（2025年11月7日收盘） 2025年11月7日，对于Strategy Inc.（前身为MicroStrategy，交易代码MSTR）的投资者而言，是灾难性的一天。当日，该股收于241.93美元。盘中，MSTR股价触及了219.68美元的52周新低 。这一价格较其52周高点543.00美元暴跌了近59%。当日成交量飙升至1697万股，远超1148万股的日均水平，表明市场出现了恐慌性抛售或高信念的做空。 B. 表象的矛盾 MSTR的股价崩溃，与其近期公布的财务数据和其核心资产的强劲表现形成了鲜明对比，构成了市场的主要悖论： 巨额利润： 就在几天前（2025年10月30日），MSTR公布了其2025年第三季度财报，季度净利润高达28亿美元 高企的比特币价格： 在11月7日崩盘当天，比特币（BTC）的价格虽然有所波动，但仍维持在10万美元上方水平。 作为一个理性的市场参与者必须探究，为何一家刚刚宣布28亿美元利润、且其核心持仓资产价格坚挺的公司，其股价会创下52周新低？ 答案在于对“利润”的解读。这28亿美元的净收入并非来自其软件业务的现金流，而是主要归因于其持有的比特币组合的“按市值计价”的非现金会计收益。市场是精明的，它早已看穿了这种“纸面富贵”，并将其视为非经营性收益而予以忽略。 C. 真正的催化剂：为“Strategy”付出的代价 驱动MSTR跌至52周新低的真正催化剂，是公司在同一天（11月7日）发布的另一则公告。 MSTR宣布了其最新一轮融资的定价：发行一种以欧元计价的“10.00% A系列永久性优先股”（STRE） 此次发行旨在募集约6.2亿欧元（约合7.151亿美元）。与往常一样，募集资金的用途是“一般公司用途，包括收购比特币” 8。 市场恐慌的并非MSTR继续购买比特币，而是其融资成本。 10%的股息率，对于一家上市","text":"第一部分：利润飙升，股价崩跌 A. 崩盘现场（2025年11月7日收盘） 2025年11月7日，对于Strategy Inc.（前身为MicroStrategy，交易代码MSTR）的投资者而言，是灾难性的一天。当日，该股收于241.93美元。盘中，MSTR股价触及了219.68美元的52周新低 。这一价格较其52周高点543.00美元暴跌了近59%。当日成交量飙升至1697万股，远超1148万股的日均水平，表明市场出现了恐慌性抛售或高信念的做空。 B. 表象的矛盾 MSTR的股价崩溃，与其近期公布的财务数据和其核心资产的强劲表现形成了鲜明对比，构成了市场的主要悖论： 巨额利润： 就在几天前（2025年10月30日），MSTR公布了其2025年第三季度财报，季度净利润高达28亿美元 高企的比特币价格： 在11月7日崩盘当天，比特币（BTC）的价格虽然有所波动，但仍维持在10万美元上方水平。 作为一个理性的市场参与者必须探究，为何一家刚刚宣布28亿美元利润、且其核心持仓资产价格坚挺的公司，其股价会创下52周新低？ 答案在于对“利润”的解读。这28亿美元的净收入并非来自其软件业务的现金流，而是主要归因于其持有的比特币组合的“按市值计价”的非现金会计收益。市场是精明的，它早已看穿了这种“纸面富贵”，并将其视为非经营性收益而予以忽略。 C. 真正的催化剂：为“Strategy”付出的代价 驱动MSTR跌至52周新低的真正催化剂，是公司在同一天（11月7日）发布的另一则公告。 MSTR宣布了其最新一轮融资的定价：发行一种以欧元计价的“10.00% A系列永久性优先股”（STRE） 此次发行旨在募集约6.2亿欧元（约合7.151亿美元）。与往常一样，募集资金的用途是“一般公司用途，包括收购比特币” 8。 市场恐慌的并非MSTR继续购买比特币，而是其融资成本。 10%的股息率，对于一家上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497878489912192","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502483294339464,"gmtCreate":1763694899300,"gmtModify":1763694901551,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502483294339464","repostId":"1144441691","repostType":2,"repost":{"id":"1144441691","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1763551725,"share":"https://www.laohunote.com/m/news/1144441691?lang=zh_CN&edition=full","pubTime":"2025-11-19 19:28","market":"us","language":"zh","title":"财报前瞻 | 蔚来交付量提升、毛利率修复，三季度营收有望两位数增长","url":"https://stock-news.laohu8.com/highlight/detail?id=1144441691","media":"财报Agent","summary":"蔚来将于11月25日盘前发布第三季度财报。","content":"<html><head></head><body><p><em>摘要： <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 将于11月25日盘前发布第三季度财报。随着交付规模显著回升及毛利率逐步修复，市场对蔚来的业绩有积极期待。</em></p><h3 id=\"id_528582728\">二季度回顾</h3><p>2025年第二季度，蔚来营收为190亿元（约26.5亿美元），净亏损为49.9亿元（约7亿美元）。第二季度汽车交付量为72,056辆，较2024年第二季度增长25.6%，较2025年第一季度增长71.2%。交付量包括蔚来旗下蔚来品牌的高端智能电动汽车47,132辆、蔚来旗下乐道品牌的家庭智能电动汽车17,081辆以及公司旗下萤火虫品牌的智能电动高端小车7,843辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c19c96f03abc2de8f71f8b86f1dcd751\" title=\"\" tg-width=\"1029\" tg-height=\"561\"/></p><h3 id=\"id_3388367749\">三季度预期</h3><p><strong>三季度，蔚来交付量为87071辆，同比增长40.8%，符合此前在二季报中的预期。</strong>其中9月单月交付量达34749辆，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41d144d728451e1f6579abd4a1e1bb0a\" title=\"\" tg-width=\"714\" tg-height=\"273\"/></p><p>在二季报中，蔚来预计三季度总收入为218.1亿元（约30.45亿美元）至228.8亿元（约31.93亿美元），创历史新高，较上年同期增长16.8%到22.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bf427baf1e6915c2434c60d560cc70b\" title=\"\" tg-width=\"764\" tg-height=\"306\"/></p><p>而根据老虎国际APP的数据，分析师预计蔚来三季度总收入221.3亿元人民币，同比增长18.49%；每股收益-1.653美元，同比增长22.76%；调整后的息税前利润-35.19亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efab096037d81cf41923f012e3157f5a\" title=\"\" tg-width=\"687\" tg-height=\"915\"/></p><h3 id=\"id_2560921757\">主要看点</h3><p><strong>交付爬坡与车型结构优化的边际贡献</strong></p><ul style=\"list-style-type: disc;\"><li><p>乐道L90首月破万与新一代蔚来ES8订单强劲，为后续季度提供扎实的基础。随着乐道与蔚来品牌的组合覆盖不同价格区间，车型结构更加均衡，有助于提升整体销量与营收稳定性。</p></li><li><p>交付规模提升对单位固定成本摊薄效果明显，叠加此前披露的降本增效进展，预计经营亏损继续收窄。若整车毛利率能够保持在中双位数并逐步上行，将对现金流与利润表形成正向反馈。</p></li><li><p>需要留意的是，价格竞争的持续与型号扩张的初期投入可能压制短期毛利率弹性。公司对四季度毛利率提升的目标仍依赖供应链稳定与关键零部件成本优化的落地情况。</p></li></ul><p style=\"text-align: start;\"><strong>双品牌战略的协同与生态体系的延展</strong></p><ul style=\"list-style-type: disc;\"><li><p>乐道品牌通过更具性价比的定价策略迅速打开规模，蔚来品牌在高端与技术标杆定位上继续巩固，双品牌协同形成更广的覆盖面。管理层在二季度起实施组织优化与CBU机制，ROI管控加强，有利于财务表现改善。</p></li><li><p>新品周期的叠加与产能爬坡将推动本季度收入与订单势能延续。乐道与蔚来在BaaS、电池换电与服务体系方面具备生态壁垒，用户粘性提升与复购率改善可带来长期价值。</p></li><li><p>中期来看，双品牌在中大型SUV与主力家用市场继续延伸，若车型通用化率提升、核心自研部件导入节奏如期，整车毛利率的中枢有望上移，为实现经营拐点提供条件。</p></li></ul><p style=\"text-align: start;\"><strong>毛利率修复路径与费用结构优化</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度毛利率为9.98%，较一季度有所改善。公司提出通过车型组合优化、零部件通用与自研芯片导入等措施提升毛利。随着乐道L90、全新ES8的规模化生产推进，零部件复用率的提高有望降低成本。</p></li><li><p>研发与销售管理费用在二季度已出现环比优化的趋势，若交付提速带来的规模效应持续，本季度经营费用率有机会进一步下行，推动EBIT与EPS的同比改善（预期：EBIT -35.19亿美元同比改善约27.17%，EPS -1.653同比改善约23.32%）。</p></li><li><p>风险在于原材料价格波动与供应链约束可能影响成本端的改善幅度；同时价格战态势仍可能对车型的单车毛利形成压力，需要通过效率提升与服务生态变现来对冲。</p></li></ul><h3 id=\"id_1977869996\">分析师观点</h3><ul style=\"list-style-type: disc;\"><li><p>多家机构与媒体在2025年09月上旬至11月中旬对蔚来二季度与三季度指引进行评论，观点集中在“交付规模显著回升、毛利率逐步修复、四季度盈利目标挑战较大”。评论普遍强调乐道L90与新ES8的放量对收入与毛利的正向影响，同时关注降本进展与费用控制的持续性。</p></li><li><p>最新一轮针对目标价的研判分歧较大：有机构在三季度交付与收入指引上调后，倾向于维持评级与目标价，核心理由是规模效应可望持续、但价格竞争与费用投入仍对利润形成掣肘；亦有机构提示四季度单季盈利达成的难度，采取谨慎态度并维持观望。整体来看，目标价变化的关键变量仍是整车毛利率能否稳定升至中双位数并保持趋势性上行，以及本季度收入与EPS改善是否达到市场一致预期。</p></li></ul></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>财报前瞻 | 蔚来交付量提升、毛利率修复，三季度营收有望两位数增长</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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财报前瞻 | 蔚来交付量提升、毛利率修复，三季度营收有望两位数增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2025-11-19 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>摘要： <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 将于11月25日盘前发布第三季度财报。随着交付规模显著回升及毛利率逐步修复，市场对蔚来的业绩有积极期待。</em></p><h3 id=\"id_528582728\">二季度回顾</h3><p>2025年第二季度，蔚来营收为190亿元（约26.5亿美元），净亏损为49.9亿元（约7亿美元）。第二季度汽车交付量为72,056辆，较2024年第二季度增长25.6%，较2025年第一季度增长71.2%。交付量包括蔚来旗下蔚来品牌的高端智能电动汽车47,132辆、蔚来旗下乐道品牌的家庭智能电动汽车17,081辆以及公司旗下萤火虫品牌的智能电动高端小车7,843辆。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c19c96f03abc2de8f71f8b86f1dcd751\" title=\"\" tg-width=\"1029\" tg-height=\"561\"/></p><h3 id=\"id_3388367749\">三季度预期</h3><p><strong>三季度，蔚来交付量为87071辆，同比增长40.8%，符合此前在二季报中的预期。</strong>其中9月单月交付量达34749辆，创历史新高。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41d144d728451e1f6579abd4a1e1bb0a\" title=\"\" tg-width=\"714\" tg-height=\"273\"/></p><p>在二季报中，蔚来预计三季度总收入为218.1亿元（约30.45亿美元）至228.8亿元（约31.93亿美元），创历史新高，较上年同期增长16.8%到22.5%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1bf427baf1e6915c2434c60d560cc70b\" title=\"\" tg-width=\"764\" tg-height=\"306\"/></p><p>而根据老虎国际APP的数据，分析师预计蔚来三季度总收入221.3亿元人民币，同比增长18.49%；每股收益-1.653美元，同比增长22.76%；调整后的息税前利润-35.19亿元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/efab096037d81cf41923f012e3157f5a\" title=\"\" tg-width=\"687\" tg-height=\"915\"/></p><h3 id=\"id_2560921757\">主要看点</h3><p><strong>交付爬坡与车型结构优化的边际贡献</strong></p><ul style=\"list-style-type: disc;\"><li><p>乐道L90首月破万与新一代蔚来ES8订单强劲，为后续季度提供扎实的基础。随着乐道与蔚来品牌的组合覆盖不同价格区间，车型结构更加均衡，有助于提升整体销量与营收稳定性。</p></li><li><p>交付规模提升对单位固定成本摊薄效果明显，叠加此前披露的降本增效进展，预计经营亏损继续收窄。若整车毛利率能够保持在中双位数并逐步上行，将对现金流与利润表形成正向反馈。</p></li><li><p>需要留意的是，价格竞争的持续与型号扩张的初期投入可能压制短期毛利率弹性。公司对四季度毛利率提升的目标仍依赖供应链稳定与关键零部件成本优化的落地情况。</p></li></ul><p style=\"text-align: start;\"><strong>双品牌战略的协同与生态体系的延展</strong></p><ul style=\"list-style-type: disc;\"><li><p>乐道品牌通过更具性价比的定价策略迅速打开规模，蔚来品牌在高端与技术标杆定位上继续巩固，双品牌协同形成更广的覆盖面。管理层在二季度起实施组织优化与CBU机制，ROI管控加强，有利于财务表现改善。</p></li><li><p>新品周期的叠加与产能爬坡将推动本季度收入与订单势能延续。乐道与蔚来在BaaS、电池换电与服务体系方面具备生态壁垒，用户粘性提升与复购率改善可带来长期价值。</p></li><li><p>中期来看，双品牌在中大型SUV与主力家用市场继续延伸，若车型通用化率提升、核心自研部件导入节奏如期，整车毛利率的中枢有望上移，为实现经营拐点提供条件。</p></li></ul><p style=\"text-align: start;\"><strong>毛利率修复路径与费用结构优化</strong></p><ul style=\"list-style-type: disc;\"><li><p>上季度毛利率为9.98%，较一季度有所改善。公司提出通过车型组合优化、零部件通用与自研芯片导入等措施提升毛利。随着乐道L90、全新ES8的规模化生产推进，零部件复用率的提高有望降低成本。</p></li><li><p>研发与销售管理费用在二季度已出现环比优化的趋势，若交付提速带来的规模效应持续，本季度经营费用率有机会进一步下行，推动EBIT与EPS的同比改善（预期：EBIT -35.19亿美元同比改善约27.17%，EPS -1.653同比改善约23.32%）。</p></li><li><p>风险在于原材料价格波动与供应链约束可能影响成本端的改善幅度；同时价格战态势仍可能对车型的单车毛利形成压力，需要通过效率提升与服务生态变现来对冲。</p></li></ul><h3 id=\"id_1977869996\">分析师观点</h3><ul style=\"list-style-type: disc;\"><li><p>多家机构与媒体在2025年09月上旬至11月中旬对蔚来二季度与三季度指引进行评论，观点集中在“交付规模显著回升、毛利率逐步修复、四季度盈利目标挑战较大”。评论普遍强调乐道L90与新ES8的放量对收入与毛利的正向影响，同时关注降本进展与费用控制的持续性。</p></li><li><p>最新一轮针对目标价的研判分歧较大：有机构在三季度交付与收入指引上调后，倾向于维持评级与目标价，核心理由是规模效应可望持续、但价格竞争与费用投入仍对利润形成掣肘；亦有机构提示四季度单季盈利达成的难度，采取谨慎态度并维持观望。整体来看，目标价变化的关键变量仍是整车毛利率能否稳定升至中双位数并保持趋势性上行，以及本季度收入与EPS改善是否达到市场一致预期。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144441691","content_text":"摘要： 蔚来 将于11月25日盘前发布第三季度财报。随着交付规模显著回升及毛利率逐步修复，市场对蔚来的业绩有积极期待。二季度回顾2025年第二季度，蔚来营收为190亿元（约26.5亿美元），净亏损为49.9亿元（约7亿美元）。第二季度汽车交付量为72,056辆，较2024年第二季度增长25.6%，较2025年第一季度增长71.2%。交付量包括蔚来旗下蔚来品牌的高端智能电动汽车47,132辆、蔚来旗下乐道品牌的家庭智能电动汽车17,081辆以及公司旗下萤火虫品牌的智能电动高端小车7,843辆。三季度预期三季度，蔚来交付量为87071辆，同比增长40.8%，符合此前在二季报中的预期。其中9月单月交付量达34749辆，创历史新高。在二季报中，蔚来预计三季度总收入为218.1亿元（约30.45亿美元）至228.8亿元（约31.93亿美元），创历史新高，较上年同期增长16.8%到22.5%。而根据老虎国际APP的数据，分析师预计蔚来三季度总收入221.3亿元人民币，同比增长18.49%；每股收益-1.653美元，同比增长22.76%；调整后的息税前利润-35.19亿元。主要看点交付爬坡与车型结构优化的边际贡献乐道L90首月破万与新一代蔚来ES8订单强劲，为后续季度提供扎实的基础。随着乐道与蔚来品牌的组合覆盖不同价格区间，车型结构更加均衡，有助于提升整体销量与营收稳定性。交付规模提升对单位固定成本摊薄效果明显，叠加此前披露的降本增效进展，预计经营亏损继续收窄。若整车毛利率能够保持在中双位数并逐步上行，将对现金流与利润表形成正向反馈。需要留意的是，价格竞争的持续与型号扩张的初期投入可能压制短期毛利率弹性。公司对四季度毛利率提升的目标仍依赖供应链稳定与关键零部件成本优化的落地情况。双品牌战略的协同与生态体系的延展乐道品牌通过更具性价比的定价策略迅速打开规模，蔚来品牌在高端与技术标杆定位上继续巩固，双品牌协同形成更广的覆盖面。管理层在二季度起实施组织优化与CBU机制，ROI管控加强，有利于财务表现改善。新品周期的叠加与产能爬坡将推动本季度收入与订单势能延续。乐道与蔚来在BaaS、电池换电与服务体系方面具备生态壁垒，用户粘性提升与复购率改善可带来长期价值。中期来看，双品牌在中大型SUV与主力家用市场继续延伸，若车型通用化率提升、核心自研部件导入节奏如期，整车毛利率的中枢有望上移，为实现经营拐点提供条件。毛利率修复路径与费用结构优化上季度毛利率为9.98%，较一季度有所改善。公司提出通过车型组合优化、零部件通用与自研芯片导入等措施提升毛利。随着乐道L90、全新ES8的规模化生产推进，零部件复用率的提高有望降低成本。研发与销售管理费用在二季度已出现环比优化的趋势，若交付提速带来的规模效应持续，本季度经营费用率有机会进一步下行，推动EBIT与EPS的同比改善（预期：EBIT -35.19亿美元同比改善约27.17%，EPS -1.653同比改善约23.32%）。风险在于原材料价格波动与供应链约束可能影响成本端的改善幅度；同时价格战态势仍可能对车型的单车毛利形成压力，需要通过效率提升与服务生态变现来对冲。分析师观点多家机构与媒体在2025年09月上旬至11月中旬对蔚来二季度与三季度指引进行评论，观点集中在“交付规模显著回升、毛利率逐步修复、四季度盈利目标挑战较大”。评论普遍强调乐道L90与新ES8的放量对收入与毛利的正向影响，同时关注降本进展与费用控制的持续性。最新一轮针对目标价的研判分歧较大：有机构在三季度交付与收入指引上调后，倾向于维持评级与目标价，核心理由是规模效应可望持续、但价格竞争与费用投入仍对利润形成掣肘；亦有机构提示四季度单季盈利达成的难度，采取谨慎态度并维持观望。整体来看，目标价变化的关键变量仍是整车毛利率能否稳定升至中双位数并保持趋势性上行，以及本季度收入与EPS改善是否达到市场一致预期。","news_type":1,"symbols_score_info":{"NIO":2,"09866":2}},"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465146309406824,"gmtCreate":1754586598274,"gmtModify":1754586600845,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ &nbsp;五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ &nbsp;五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","text":"$蔚来(NIO)$ 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ 五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465146309406824","isVote":1,"tweetType":1,"viewCount":8384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452016067154240,"gmtCreate":1751381476564,"gmtModify":1751381478493,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"小鹏太猛了","listText":"小鹏太猛了","text":"小鹏太猛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452016067154240","isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449825333477384,"gmtCreate":1750847492596,"gmtModify":1750847494150,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449825333477384","repostId":"449687027421432","repostType":1,"repost":{"id":449687027421432,"gmtCreate":1750778562000,"gmtModify":1750803175073,"author":{"id":"10000000000010589","authorId":"10000000000010589","name":"重生之我要全仓特斯拉","avatar":"https://static.tigerbbs.com/8b234115592b5a2ea541a657a01b0c2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010589","idStr":"10000000000010589"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>空头大军可以歇菜了，这K线美得冒泡。从2022年6月盘到现在的弹簧形态即将爆发，酝酿三年的超级行情一触即发，首波攻势直指$26关口。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>空头大军可以歇菜了，这K线美得冒泡。从2022年6月盘到现在的弹簧形态即将爆发，酝酿三年的超级行情一触即发，首波攻势直指$26关口。","text":"$蔚来(NIO)$ 空头大军可以歇菜了，这K线美得冒泡。从2022年6月盘到现在的弹簧形态即将爆发，酝酿三年的超级行情一触即发，首波攻势直指$26关口。","images":[{"img":"https://static.tigerbbs.com/1bb295cc9358c74d655518bfb2ac8302","width":"3828","height":"1983"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449687027421432","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449560218005504,"gmtCreate":1750782902384,"gmtModify":1750784449464,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","listText":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","text":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449560218005504","repostId":"2545841769","repostType":2,"repost":{"id":"2545841769","kind":"news","pubTimestamp":1750691173,"share":"https://www.laohunote.com/m/news/2545841769?lang=zh_CN&edition=full","pubTime":"2025-06-23 23:06","market":"sh","language":"zh","title":"继续买买买！Strategy上周斥资2600万美元增持比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2545841769","media":"智通财经","summary":"智通财经APP获悉，由Michael Saylor创立的Strategy(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。最新一轮购买是利用其优先股发行资金进行的。根据提交给美国证券交易委员会的文件，Strategy目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。该公司持有的全部比特币的平均成本目前为每枚70681美元。截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。","content":"<html><head></head><body><p>智通财经APP获悉，由Michael Saylor创立的<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。</p><p>最新一轮购买是利用其优先股发行资金进行的。</p><p>根据提交给美国证券交易委员会的文件，<a href=\"https://laohu8.com/S/STRF\">Strategy</a>目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。</p><p>该公司持有的全部比特币的平均成本目前为每枚70681美元。</p><p>截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。</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>继续买买买！Strategy上周斥资2600万美元增持比特币</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继续买买买！Strategy上周斥资2600万美元增持比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-23 23:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1308647.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，由Michael Saylor创立的Strategy(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。最新一轮购买是利用其优先股发行资金进行的。根据提交给美国证券交易委员会的文件，Strategy目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。该公司持有的全部比特币的平均成本目前为每枚70681美元。截至发稿，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1308647.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"83042":"华夏比特币-R","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","09042":"华夏比特币-U","03042":"华夏比特币","03008":"博时比特币","BK4516":"特朗普概念","BK4596":"哈里斯概念","BK4600":"加密货币概念","STRF":"Strategy","BK4588":"碎股","09008":"博时比特币-U","03439":"嘉实比特币","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","BK4595":"比特币概念","BK4023":"应用软件","STRK":"MICROSTRATEGY 8.00% SERIES A PERPETUAL STRIKE PFD","MSTR":"Strategy","09439":"嘉实比特币-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/1308647.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545841769","content_text":"智通财经APP获悉，由Michael Saylor创立的Strategy(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。最新一轮购买是利用其优先股发行资金进行的。根据提交给美国证券交易委员会的文件，Strategy目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。该公司持有的全部比特币的平均成本目前为每枚70681美元。截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。","news_type":1,"symbols_score_info":{"83042":0.6,"03008":1,"09439":1,"09042":1,"MBTmain":1,"09008":1,"STRK":0.6,"MSTR":1,"STRF":1,"03042":1,"03439":1}},"isVote":1,"tweetType":1,"viewCount":5798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447072670699608,"gmtCreate":1750170045331,"gmtModify":1750170047032,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"二季度7.2万辆预期指标 蔚来完不成了","listText":"二季度7.2万辆预期指标 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| 源Sight 作者 | 周艺 当完美日记也成为时代的眼泪，逸仙电商正在寻找下一个“靠山”。 近期逸仙电商发布了2024年第四季度及全年的业绩报告，总收入为33.9亿元，相较2023年度基本持平，毛利润增长了4.1%，毛利率也从2023年的73.6%上升到了77.1%。 虽然盈利能力有所增强，但亏损依然不容忽视。2024年逸仙电商的全年净亏损达到7.1亿元，相较2023年下降了5.3%。这已经是逸仙电商上市的第五年，以目前的经营情况，扭亏仍遥遥无期。 2024年的财报中，逸仙电商旗下的3个护肤品牌所贡献的营收已经达到了41.1%，在财报发布后的业绩说明会中，CEO黄锦峰表示护肤品将成为稳定增长的关键引擎。 在花西子、酵色、橘朵等彩妆新势力的围猎下，完美日记的陷落已成事实。随着逸仙电商彩妆线的市场被不断蚕食，幸得有三个及时收购的护肤品牌稳定业绩。 只是在国货美妆市场“内卷”不断，各家均在扩张领地时，逸仙电商还需快速找到下一个“完美日记“。 01 时代的眼泪 小红书上，很多人晒出完美日记的动物眼影盘，称之为“时代的眼泪”。 2019年3月，完美日记推出了和 discovery频道联名的探险家十二色眼影盘，一周内销量就达到了20万盘。2020年，这个系列继续繁衍。那时候完美日记还是李佳琦直播间的常客，其宠物狗Never便成为了新色系眼影盘的“代言人”，小狗盘在预售当天就被售出15万盘。 截图来源于小红书 动物眼影盘系列一经推出便成为爆款单品，可以说是“人手一盘”，老虎盘、小猪盘的妆容教程遍地都是，成为全网美妆博主的”种草“对象。 除了动物眼影盘，2019年-2021年完美日记爆款不断，唇妆产品上依次推出了“小细跟”口红和“名片”唇釉，并借助代言人周迅迅速成为国货彩妆之光。 这三年也是完美日记的高光时刻。2019年618，它位居美妆类目第一，双十一稳居天猫彩妆TOP1；20","listText":"文源 | 源Sight 作者 | 周艺 当完美日记也成为时代的眼泪，逸仙电商正在寻找下一个“靠山”。 近期逸仙电商发布了2024年第四季度及全年的业绩报告，总收入为33.9亿元，相较2023年度基本持平，毛利润增长了4.1%，毛利率也从2023年的73.6%上升到了77.1%。 虽然盈利能力有所增强，但亏损依然不容忽视。2024年逸仙电商的全年净亏损达到7.1亿元，相较2023年下降了5.3%。这已经是逸仙电商上市的第五年，以目前的经营情况，扭亏仍遥遥无期。 2024年的财报中，逸仙电商旗下的3个护肤品牌所贡献的营收已经达到了41.1%，在财报发布后的业绩说明会中，CEO黄锦峰表示护肤品将成为稳定增长的关键引擎。 在花西子、酵色、橘朵等彩妆新势力的围猎下，完美日记的陷落已成事实。随着逸仙电商彩妆线的市场被不断蚕食，幸得有三个及时收购的护肤品牌稳定业绩。 只是在国货美妆市场“内卷”不断，各家均在扩张领地时，逸仙电商还需快速找到下一个“完美日记“。 01 时代的眼泪 小红书上，很多人晒出完美日记的动物眼影盘，称之为“时代的眼泪”。 2019年3月，完美日记推出了和 discovery频道联名的探险家十二色眼影盘，一周内销量就达到了20万盘。2020年，这个系列继续繁衍。那时候完美日记还是李佳琦直播间的常客，其宠物狗Never便成为了新色系眼影盘的“代言人”，小狗盘在预售当天就被售出15万盘。 截图来源于小红书 动物眼影盘系列一经推出便成为爆款单品，可以说是“人手一盘”，老虎盘、小猪盘的妆容教程遍地都是，成为全网美妆博主的”种草“对象。 除了动物眼影盘，2019年-2021年完美日记爆款不断，唇妆产品上依次推出了“小细跟”口红和“名片”唇釉，并借助代言人周迅迅速成为国货彩妆之光。 这三年也是完美日记的高光时刻。2019年618，它位居美妆类目第一，双十一稳居天猫彩妆TOP1；20","text":"文源 | 源Sight 作者 | 周艺 当完美日记也成为时代的眼泪，逸仙电商正在寻找下一个“靠山”。 近期逸仙电商发布了2024年第四季度及全年的业绩报告，总收入为33.9亿元，相较2023年度基本持平，毛利润增长了4.1%，毛利率也从2023年的73.6%上升到了77.1%。 虽然盈利能力有所增强，但亏损依然不容忽视。2024年逸仙电商的全年净亏损达到7.1亿元，相较2023年下降了5.3%。这已经是逸仙电商上市的第五年，以目前的经营情况，扭亏仍遥遥无期。 2024年的财报中，逸仙电商旗下的3个护肤品牌所贡献的营收已经达到了41.1%，在财报发布后的业绩说明会中，CEO黄锦峰表示护肤品将成为稳定增长的关键引擎。 在花西子、酵色、橘朵等彩妆新势力的围猎下，完美日记的陷落已成事实。随着逸仙电商彩妆线的市场被不断蚕食，幸得有三个及时收购的护肤品牌稳定业绩。 只是在国货美妆市场“内卷”不断，各家均在扩张领地时，逸仙电商还需快速找到下一个“完美日记“。 01 时代的眼泪 小红书上，很多人晒出完美日记的动物眼影盘，称之为“时代的眼泪”。 2019年3月，完美日记推出了和 discovery频道联名的探险家十二色眼影盘，一周内销量就达到了20万盘。2020年，这个系列继续繁衍。那时候完美日记还是李佳琦直播间的常客，其宠物狗Never便成为了新色系眼影盘的“代言人”，小狗盘在预售当天就被售出15万盘。 截图来源于小红书 动物眼影盘系列一经推出便成为爆款单品，可以说是“人手一盘”，老虎盘、小猪盘的妆容教程遍地都是，成为全网美妆博主的”种草“对象。 除了动物眼影盘，2019年-2021年完美日记爆款不断，唇妆产品上依次推出了“小细跟”口红和“名片”唇釉，并借助代言人周迅迅速成为国货彩妆之光。 这三年也是完美日记的高光时刻。2019年618，它位居美妆类目第一，双十一稳居天猫彩妆TOP1；20","images":[{"img":"https://static.tigerbbs.com/1cfb4b120194aded1686eaa9dedc79d1","width":"1778","height":"1038"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412011868807392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437418136834112,"gmtCreate":1747822176316,"gmtModify":1747822177929,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3551305470267857","idStr":"3551305470267857"},"themes":[],"title":"","htmlText":"[微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp;&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437418136834112","repostId":"1143440977","repostType":2,"repost":{"id":"1143440977","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":1747819993,"share":"https://www.laohunote.com/m/news/1143440977?lang=zh_CN&edition=full","pubTime":"2025-05-21 17:33","market":"hk","language":"zh","title":"小鹏汽车Q1营收158.1亿元，同比增长141.5%，净亏损大幅降低","url":"https://stock-news.laohu8.com/highlight/detail?id=1143440977","media":"老虎资讯综合","summary":"一季度汽车交付量达94,008辆。","content":"<html><head></head><body><p>小鹏汽车一季度营收158.1亿元人民币，同比增长141.5%，环比下跌1.8%。</p><p>一季度汽车销售收入143.7亿元，同比增长159.2%，环比下跌2.1%。</p><p>一季度普通股股东应占净亏损6.6亿元，同比减少51.5%。</p><p>非公认会计原则下，一季度净亏损为4.3亿元，同比减少69.8%。</p><p>一季度汽车交付量达94,008辆，同比增长330.8%。</p><p>小鹏汽车预计第二季度收入为175亿至187亿元。</p><p>预计二季度汽车交付量10.2-10.8万辆，同比增237.7-257.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3304836ad2d6376a2a861be5cb3bde6f\" title=\"\" tg-width=\"754\" tg-height=\"594\"/></p><p>小鹏汽车盘前拉升，截至发稿涨幅扩大至约7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38ec0d29a5c3ec99e7793fd3ccf95ee\" title=\"\" tg-width=\"1406\" tg-height=\"636\"/></p><p></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>小鹏汽车Q1营收158.1亿元，同比增长141.5%，净亏损大幅降低</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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小鹏汽车Q1营收158.1亿元，同比增长141.5%，净亏损大幅降低\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\">2025-05-21 17:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>小鹏汽车一季度营收158.1亿元人民币，同比增长141.5%，环比下跌1.8%。</p><p>一季度汽车销售收入143.7亿元，同比增长159.2%，环比下跌2.1%。</p><p>一季度普通股股东应占净亏损6.6亿元，同比减少51.5%。</p><p>非公认会计原则下，一季度净亏损为4.3亿元，同比减少69.8%。</p><p>一季度汽车交付量达94,008辆，同比增长330.8%。</p><p>小鹏汽车预计第二季度收入为175亿至187亿元。</p><p>预计二季度汽车交付量10.2-10.8万辆，同比增237.7-257.5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3304836ad2d6376a2a861be5cb3bde6f\" title=\"\" tg-width=\"754\" tg-height=\"594\"/></p><p>小鹏汽车盘前拉升，截至发稿涨幅扩大至约7%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c38ec0d29a5c3ec99e7793fd3ccf95ee\" title=\"\" tg-width=\"1406\" tg-height=\"636\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2cbb0014e52f50362910af61c92527d","relate_stocks":{"XPEV":"小鹏集团","09868":"小鹏集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143440977","content_text":"小鹏汽车一季度营收158.1亿元人民币，同比增长141.5%，环比下跌1.8%。一季度汽车销售收入143.7亿元，同比增长159.2%，环比下跌2.1%。一季度普通股股东应占净亏损6.6亿元，同比减少51.5%。非公认会计原则下，一季度净亏损为4.3亿元，同比减少69.8%。一季度汽车交付量达94,008辆，同比增长330.8%。小鹏汽车预计第二季度收入为175亿至187亿元。预计二季度汽车交付量10.2-10.8万辆，同比增237.7-257.5%。小鹏汽车盘前拉升，截至发稿涨幅扩大至约7%。","news_type":1,"symbols_score_info":{"09868":1.1,"XPEV":1.1}},"isVote":1,"tweetType":1,"viewCount":2495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":582920196891536,"gmtCreate":1783345936287,"gmtModify":1783345938445,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551305470267857","authorIdStr":"3551305470267857"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 啥时候发财宝啊，赶紧公布","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 啥时候发财宝啊，赶紧公布","text":"$蔚来(NIO)$ 啥时候发财宝啊，赶紧公布","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/597868409262848","isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465146309406824,"gmtCreate":1754586598274,"gmtModify":1754586600845,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551305470267857","authorIdStr":"3551305470267857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ &nbsp;五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ &nbsp;五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","text":"$蔚来(NIO)$ 月底出q2财报，二季度销量达到7w辆，历史首次里程碑，按照目前乐道的交付量，三季度销量至少10万辆！ 五刀下方抓紧囤货，2026年前必有冲天行情。智者此刻布局，三代吃喝不愁！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465146309406824","isVote":1,"tweetType":1,"viewCount":8384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449560218005504,"gmtCreate":1750782902384,"gmtModify":1750784449464,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551305470267857","authorIdStr":"3551305470267857"},"themes":[],"title":"","htmlText":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","listText":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","text":"内容错误，该公司既然持有60w枚比特币 ，目前市值应该是600亿美金左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449560218005504","repostId":"2545841769","repostType":2,"repost":{"id":"2545841769","kind":"news","pubTimestamp":1750691173,"share":"https://www.laohunote.com/m/news/2545841769?lang=zh_CN&edition=full","pubTime":"2025-06-23 23:06","market":"sh","language":"zh","title":"继续买买买！Strategy上周斥资2600万美元增持比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2545841769","media":"智通财经","summary":"智通财经APP获悉，由Michael Saylor创立的Strategy(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。最新一轮购买是利用其优先股发行资金进行的。根据提交给美国证券交易委员会的文件，Strategy目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。该公司持有的全部比特币的平均成本目前为每枚70681美元。截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。","content":"<html><head></head><body><p>智通财经APP获悉，由Michael Saylor创立的<a href=\"https://laohu8.com/S/MSTR\">Strategy</a>(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。</p><p>最新一轮购买是利用其优先股发行资金进行的。</p><p>根据提交给美国证券交易委员会的文件，<a href=\"https://laohu8.com/S/STRF\">Strategy</a>目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。</p><p>该公司持有的全部比特币的平均成本目前为每枚70681美元。</p><p>截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。</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>继续买买买！Strategy上周斥资2600万美元增持比特币</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1308647.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"83042":"华夏比特币-R","BK4585":"ETF&股票定投概念","BK1611":"加密货币现货ETF","09042":"华夏比特币-U","03042":"华夏比特币","03008":"博时比特币","BK4516":"特朗普概念","BK4596":"哈里斯概念","BK4600":"加密货币概念","STRF":"Strategy","BK4588":"碎股","09008":"博时比特币-U","03439":"嘉实比特币","BK4594":"比特币ETF概念","BK4601":"加密货币现货ETF","BK4595":"比特币概念","BK4023":"应用软件","STRK":"MICROSTRATEGY 8.00% SERIES A PERPETUAL STRIKE PFD","MSTR":"Strategy","09439":"嘉实比特币-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/1308647.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545841769","content_text":"智通财经APP获悉，由Michael Saylor创立的Strategy(MSTR.US)周一披露，在截至6月22日当周，该公司以2600万美元的价格购买了245枚比特币。最新一轮购买是利用其优先股发行资金进行的。根据提交给美国证券交易委员会的文件，Strategy目前持有的比特币为592345枚，按当前价格计算价值约60亿美元。该公司持有的全部比特币的平均成本目前为每枚70681美元。截至发稿，Strategy盘初跌2.38%。比特币重新涨回10万美元大关，此前由于美国袭击伊朗核设施引发了人们对中东紧张局势进一步升级的担忧，该代币一度跌至9.8万美元左右。","news_type":1,"symbols_score_info":{"83042":0.6,"03008":1,"09439":1,"09042":1,"MBTmain":1,"09008":1,"STRK":0.6,"MSTR":1,"STRF":1,"03042":1,"03439":1}},"isVote":1,"tweetType":1,"viewCount":5798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613421456970920,"gmtCreate":1790780358347,"gmtModify":1790780360431,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551305470267857","authorIdStr":"3551305470267857"},"themes":[],"title":"","htmlText":"这一波下跌，终于到头了，10月开始起飞🛫 期待Q3财报盈利","listText":"这一波下跌，终于到头了，10月开始起飞🛫 期待Q3财报盈利","text":"这一波下跌，终于到头了，10月开始起飞🛫 期待Q3财报盈利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613421456970920","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583270900704152,"gmtCreate":1783431557369,"gmtModify":1783431559496,"author":{"id":"3551305470267857","authorId":"3551305470267857","name":"Richard凉介","avatar":"https://static.tigerbbs.com/4e92574d3ac8de4c0c288bb704f5ca43","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3551305470267857","authorIdStr":"3551305470267857"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 市盈率79.4，大家怎么看^_^","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 市盈率79.4，大家怎么看^_^","text":"$理想汽车(LI)$ 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