JaneLiu0128的个人主页 - 老虎社区

JaneLiu0128

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IP属地：江苏

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33粉丝

4主题

0勋章

2021-12-24

$蔚来(NIO)$吃相太难看了，车壳换个颜色要1万，为什么不去抢

2021-12-23

$蔚来(NIO)$早说过，不造工厂，狂造换电站，灭亡之路也

2022-01-01

$蔚来(NIO)$理想三个月交付比蔚来多了10000辆，蔚来周二要跌

2021-08-19

$蔚来(NIO)$建议国家暂停蔚来汽车的销售在事故原因查清楚之前不要出来祸害生命

2022-03-05

$蔚来(NIO)$换电是必然走向灭亡之路，我己经反复和大家强调了，而且太重服务轻视研发是本未倒置之举，车还搞好又去搞手机，自作孽不可活也

2023-09-28

$蔚来(NIO)$ 三季报一出来，又是巨亏，这货还能涨？

2022-02-28

$蔚来(NIO)$蔚来跟涨理想，是出逃良机，理想已经盈利，蔚来季报一公布就元形毕露了

2022-01-01

$蔚来(NIO)$12月交付多少，不敢给数据？

2022-01-01

$蔚来(NIO)$我重申一下，大搞换电，不搞工厂，灭亡之路

2022-10-31

本来以为蔚来够蠢的，搞了一个定赔的换电站，无视电池技术的发展，今天看到小鹏的飞行汽车，这更蠢啊

花旗分析师将小鹏汽车评级从买入调至卖出，其今年股价已累计跌近九成

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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>上次融资是3月27日","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>上次融资是3月27日","text":"$蔚来(NIO)$ 上次融资是3月27日","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477408994799848","isVote":1,"tweetType":1,"viewCount":1730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473051697098888,"gmtCreate":1756523240768,"gmtModify":1756523242544,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"做空，9月2日中报有雷","listText":"做空，9月2日中报有雷","text":"做空，9月2日中报有雷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/473051697098888","repostId":"1176024294","repostType":2,"repost":{"id":"1176024294","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":1756353056,"share":"https://www.laohu8.com/m/news/1176024294?lang=zh_CN&edition=full","pubTime":"2025-08-28 11:50","market":"us","language":"zh","title":"财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点","url":"https://stock-news.laohu8.com/highlight/detail?id=1176024294","media":"财报Agent","summary":"而在此前公司财测中，$蔚来$预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。市场预计其Q2仍将录得每股亏损约2.17元，尚未接近盈亏平衡点。Q2财报不仅是一份业绩答卷，更是一场信任测验。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于9月2日美股盘前公布2025年第二季度财报。市场焦点已从“能否活下去”转向“何时真正转盈”。这一财报将是决定全年业绩走势、甚至资本市场是否给予其重新定价的关键节点。</p><p>根据彭博社一致预期，公司<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收预计为199.6亿元人民币，同比增长14.4%；调整后每股亏损预计为2.17元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/007de8bf81cfc52186e67754616743af\" title=\"\" tg-width=\"1207\" tg-height=\"407\"/></p><p>而在此前公司财测中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。</p><h3 id=\"id_3742321244\">一、销量回暖，Q2营收或迎阶段性高点</h3><p>从实际交付数据来看，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>Q2交付72,056辆新车<em>，</em>同比增长25.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d49a51cc9db2bf0592168d3a525256a1\" title=\"\" tg-width=\"1579\" tg-height=\"138\"/></p><p>这轮销量反弹背后，有两大核心动因：</p><h3 id=\"id_2663894462\">1. 品牌矩阵加速落地</h3><p>除了主品牌蔚来，乐道与萤火虫两大新品牌于6月正式放量，为整体交付贡献显著。其中，乐道L60精准定位主流家庭市场，瞄准20–30万元区间，成为销量增长的新引擎。</p><h3 id=\"id_3406494588\">2. 产品力与智能化的持续领先</h3><p>基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。</p><p>销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。</p><h2 id=\"id_3722422543\">二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺</h2><p>尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。</p><p>回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。</p><p>尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。</p><p>更令人担忧的是，亏损规模依旧高企：</p><ul style=\"\"><li><p>每股亏损达3.29元，处于较高水平；</p></li><li><p>扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。</p></li></ul><p>面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1c6be1690ce3dc13ca801ce4d5cdd\" title=\"\" tg-width=\"876\" tg-height=\"250\"/></p><p>从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。</p><h2 id=\"id_1967105210\">三、自研、降本与定价：盈利路径逐步清晰</h2><p>与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。</p><ol start=\"1\" style=\"\"><li><p><strong>自研体系逐步落地</strong></p><p>蔚来在核心硬件自主研发上的投入初见成效：</p><ul style=\"\"><li><p>激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；</p></li><li><p>单车硬件成本降低超过1万元；</p></li><li><p>关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。</p></li></ul></li><li><p><strong>降本控费成效初显</strong></p><p>公司在费用管控方面持续发力：</p><ul style=\"\"><li><p>销售及管理费用逐步下降，控制开支更为精准；</p></li><li><p>直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；</p></li><li><p>服务网络优化，避免资源无效扩张，提升整体运营效率。</p></li></ul></li><li><p><strong>产品定价策略更接地气</strong></p><p>蔚来正调整定价策略，聚焦性价比：</p><ul style=\"\"><li><p>不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；</p></li><li><p>更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。</p></li></ul></li></ol><p>总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。</p><h2 id=\"id_1085155004\">四、市场重估蔚来：不再唱衰，但必须兑现</h2><p>进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。</p><p><strong>机构态度趋于乐观</strong></p><p>摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。</p><p>然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。</p><p><strong>未来几个关键观察点包括：</strong></p><ul style=\"\"><li><p>盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；</p></li><li><p>毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；</p></li><li><p>第三季度交付量能否延续增长势头，支撑收入稳健增长；</p></li><li><p>第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。</p></li></ul><h2 id=\"id_3081398121\">总结：从“活下去”到“活得好”，蔚来的战役才刚开始</h2><p>蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。</p><p>投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。</p><p>这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></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>财报前瞻 | 蔚来Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点</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Q2交付7.2万辆，营收预计达199亿，盈利承诺成焦点\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\">2025-08-28 11:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>将于9月2日美股盘前公布2025年第二季度财报。市场焦点已从“能否活下去”转向“何时真正转盈”。这一财报将是决定全年业绩走势、甚至资本市场是否给予其重新定价的关键节点。</p><p>根据彭博社一致预期，公司<a href=\"https://laohu8.com/S/QTWO\">Q2</a>营收预计为199.6亿元人民币，同比增长14.4%；调整后每股亏损预计为2.17元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/007de8bf81cfc52186e67754616743af\" title=\"\" tg-width=\"1207\" tg-height=\"407\"/></p><p>而在此前公司财测中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。</p><h3 id=\"id_3742321244\">一、销量回暖，Q2营收或迎阶段性高点</h3><p>从实际交付数据来看，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>Q2交付72,056辆新车<em>，</em>同比增长25.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d49a51cc9db2bf0592168d3a525256a1\" title=\"\" tg-width=\"1579\" tg-height=\"138\"/></p><p>这轮销量反弹背后，有两大核心动因：</p><h3 id=\"id_2663894462\">1. 品牌矩阵加速落地</h3><p>除了主品牌蔚来，乐道与萤火虫两大新品牌于6月正式放量，为整体交付贡献显著。其中，乐道L60精准定位主流家庭市场，瞄准20–30万元区间，成为销量增长的新引擎。</p><h3 id=\"id_3406494588\">2. 产品力与智能化的持续领先</h3><p>基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。</p><p>销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。</p><h2 id=\"id_3722422543\">二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺</h2><p>尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。</p><p>回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。</p><p>尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。</p><p>更令人担忧的是，亏损规模依旧高企：</p><ul style=\"\"><li><p>每股亏损达3.29元，处于较高水平；</p></li><li><p>扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。</p></li></ul><p>面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55d1c6be1690ce3dc13ca801ce4d5cdd\" title=\"\" tg-width=\"876\" tg-height=\"250\"/></p><p>从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。</p><h2 id=\"id_1967105210\">三、自研、降本与定价：盈利路径逐步清晰</h2><p>与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。</p><ol start=\"1\" style=\"\"><li><p><strong>自研体系逐步落地</strong></p><p>蔚来在核心硬件自主研发上的投入初见成效：</p><ul style=\"\"><li><p>激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；</p></li><li><p>单车硬件成本降低超过1万元；</p></li><li><p>关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。</p></li></ul></li><li><p><strong>降本控费成效初显</strong></p><p>公司在费用管控方面持续发力：</p><ul style=\"\"><li><p>销售及管理费用逐步下降，控制开支更为精准；</p></li><li><p>直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；</p></li><li><p>服务网络优化，避免资源无效扩张，提升整体运营效率。</p></li></ul></li><li><p><strong>产品定价策略更接地气</strong></p><p>蔚来正调整定价策略，聚焦性价比：</p><ul style=\"\"><li><p>不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；</p></li><li><p>更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。</p></li></ul></li></ol><p>总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。</p><h2 id=\"id_1085155004\">四、市场重估蔚来：不再唱衰，但必须兑现</h2><p>进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。</p><p><strong>机构态度趋于乐观</strong></p><p>摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。</p><p>然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。</p><p><strong>未来几个关键观察点包括：</strong></p><ul style=\"\"><li><p>盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；</p></li><li><p>毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；</p></li><li><p>第三季度交付量能否延续增长势头，支撑收入稳健增长；</p></li><li><p>第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。</p></li></ul><h2 id=\"id_3081398121\">总结：从“活下去”到“活得好”，蔚来的战役才刚开始</h2><p>蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。</p><p>投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。</p><p>这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。</p><p><em>此内容基于tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4588":"碎股","09866":"蔚来-SW","BK4555":"新能源车","BK4574":"无人驾驶","BK6125":"汽车制造商","BK4531":"中概回港概念","BK1588":"回港中概股","BK1119":"汽车制造商","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176024294","content_text":"蔚来将于9月2日美股盘前公布2025年第二季度财报。市场焦点已从“能否活下去”转向“何时真正转盈”。这一财报将是决定全年业绩走势、甚至资本市场是否给予其重新定价的关键节点。根据彭博社一致预期，公司Q2营收预计为199.6亿元人民币，同比增长14.4%；调整后每股亏损预计为2.17元。而在此前公司财测中，蔚来预计第二季度交付量将在7.2万至7.5万辆之间，同比增长25.5%至30.7%，环比增长71%至78%；营收指引则在195.13亿元至200.68亿元之间，同比增长11.8%至15.0%。一、销量回暖，Q2营收或迎阶段性高点从实际交付数据来看，蔚来Q2交付72,056辆新车，同比增长25.6%。这轮销量反弹背后，有两大核心动因：1. 品牌矩阵加速落地除了主品牌蔚来，乐道与萤火虫两大新品牌于6月正式放量，为整体交付贡献显著。其中，乐道L60精准定位主流家庭市场，瞄准20–30万元区间，成为销量增长的新引擎。2. 产品力与智能化的持续领先基于NT2.0平台的车型在智能座舱、驾驶辅助与操控性能上持续进化，全系标配的换电能力也大幅提升了用户粘性与复购率。销量回暖带动营收回升，但真正决定市场信心的，仍是盈利能力的改善。二、盈利仍在路上：蔚来必须兑现“Q4盈利”承诺尽管销量持续刷新历史纪录，蔚来依旧深陷亏损泥潭，盈利之路尚未完全显现曙光。市场普遍预计其2025财年第二季度仍将录得每股亏损约2.17元，距离盈亏平衡仍有较大差距。回顾第一季度，蔚来营收达到120.35亿元，同比增长21%，但环比大幅下滑38.9%；净亏损则达到67.5亿元，同比扩大30.2%，环比仅小幅收窄5.1%。这反映出在宏观经济压力和行业周期波动的双重影响下，公司盈利承压依旧明显。尽管交付量表现亮眼，一季度新车交付42,094辆，同比增长超40%，但因季节因素和产品更新周期，环比下降42.1%。这一点也折射出蔚来在销售节奏上的波动性，短期盈利稳定性尚需加强。更令人担忧的是，亏损规模依旧高企：每股亏损达3.29元，处于较高水平；扣除股权激励后，调整后净亏损仍高达62.8亿元，同比扩大28.1%。面对这一巨大盈利压力，蔚来管理层公开承诺将于2025年第四季度实现盈亏平衡，并提出四大硬性财务与运营指标作为实现目标的保障。从目前数据来看，销量增长正逐步接近目标，Q2毛利率预计有望反弹至10%以上，这对缓解亏损压力是积极信号。但要实现真正盈利，蔚来仍面临成本控制、毛利提升及运营效率协同等多重挑战，任何一环失控都可能拖累整体进程。三、自研、降本与定价：盈利路径逐步清晰与过去依赖高额补贴和快速扩张的“高举高打”战略不同，蔚来正通过“技术创新+精细化管理”双轮驱动，探索更务实且可持续的盈利模型。自研体系逐步落地蔚来在核心硬件自主研发上的投入初见成效：激光雷达主控芯片和座舱芯片已实现自主研发，降低对外部供应链依赖；单车硬件成本降低超过1万元；关键三大系统——操作系统、智能驾驶系统、底盘控制系统实现自主可控，大幅压缩供应链成本风险。降本控费成效初显公司在费用管控方面持续发力：销售及管理费用逐步下降，控制开支更为精准；直营销售体系趋于收敛，重点提升坪效及用户生命周期价值；服务网络优化，避免资源无效扩张，提升整体运营效率。产品定价策略更接地气蔚来正调整定价策略，聚焦性价比：不再盲目追求高价，比如乐道L60定价较特斯拉Model Y低约10%，却在智能化配置上实现差异化优势；更注重“价格力”与“市场渗透率”，提升产品转化效率，加速市场占有率扩展。总体来看，蔚来正在着力解决三大核心痛点：单车毛利不足、费用结构过重以及产品定价与市场需求错位。虽然这些调整尚需时间兑现成效，但盈利路径日渐明朗。四、市场重估蔚来：不再唱衰，但必须兑现进入2025年下半年，蔚来股价自年初低点反弹近一倍，市场情绪明显转向积极。投资者对其未来前景的认知也由“濒临危机”逐渐转变为“具备翻盘潜力”。机构态度趋于乐观摩根士丹利（Morgan Stanley）近期将蔚来评级从“持有”上调至“增持”，理由是“盈利路径日益清晰，销量具备持续放量能力”。然而，市场普遍认为本轮股价上涨更多是“预期修复”而非业绩根本性改善。换句话说，蔚来能否真正兑现盈利承诺，将成为驱动后续行情的核心变量。未来几个关键观察点包括：盈利亏损是否继续环比收窄，亏损幅度能否得到有效控制；毛利率是否保持持续改善趋势，反映出成本控制与产品定价的有效性；第三季度交付量能否延续增长势头，支撑收入稳健增长；第四季度盈利目标是否得到重申或甚至上调，验证管理层执行力。总结：从“活下去”到“活得好”，蔚来的战役才刚开始蔚来已逐步走出最艰难的生存困境，但要进入持续盈利的良性循环，仍需一次次用财报数据赢得资本市场的信任。财报不仅是业绩的答卷，更是一次信任的测验。投资者和市场将通过即将发布的2025财年第二季度财报，判断蔚来究竟是“兑现承诺的少数企业”，还是陷入“故事讲述的惯性循环”。这份财报的成败，将决定蔚来未来能否真正从增长故事走向盈利范式转型。答案将在9月2日揭晓。此内容基于tiger 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11:46","market":"hk","language":"zh","title":"摩根士丹利：预计蔚来10月起月销量将达4-5万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2562879206","media":"观点网","summary":"观点网讯：8月26日，摩根士丹利发表研究报告指出，蔚来-SW股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。","content":"<p>8月26日，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表研究报告指出，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>（<a href=\"https://laohu8.com/S/NIO\">NIO</a>.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。</p><p>该行认为，蔚来股价上升属自我强化，因投资者相信股价与资本市场对参与蔚来经营融资及战略目标的意愿相关，亦与经营价值及是否有能力过渡汽车行业加快“洗牌”有所关联。蔚来股价的强劲表现，反映了市场对其未来增长潜力的乐观预期，尤其是在ES8订单强劲和市场情绪改善的背景下。同时，投资者对蔚来2026年新车型的期待，也为其股价提供了进一步上涨的动力。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，摩根士丹利发表研究报告指出，蔚来-SW（NIO.US）股价自6月低位以来已累计上涨超过90%，同期恒指升9%。蔚来拥有强劲的ES8订单，尽管真正的需求仍取决于订单转化，但正面的反应支持市场信心，预示着从10月起，集团的月均销量或将达到4万至5万辆。此外，市场情绪有所转变，虽然对蔚来的复苏可持续性仍有争议，但投资者已更关注2026年推出的车型，而非执行风险。该行认为，蔚来股价上升属自我...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025082611482297615664&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","BK4581":"高盛持仓","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0158827948.USD":"ALLIANZ GLOBAL 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tg-height=\"240\"/></p><p>在财报电话会上，拼多多集团董事长、联席CEO陈磊表示，全球化业务正在面临更严峻、加速变化的国际环境，业务经营受非正常商业因素的干扰变多，<strong>未来业务发展的不确定性显著增加，收入逐渐放缓将是必然的结果</strong>。</p><p>陈磊表示，公司在多线都面临着激烈的竞争，整体仍处于投入阶段，<strong>未来几年不会进行回购或分红</strong>。</p><p>此外，为了支持平台的长期健康发展和高质量供给的建设，陈磊指出，<strong>拼多多已经做好在未来一段时间内牺牲短期利润的准备，管理层对此已经达成共识。</strong></p><p>拼多多执行董事、联席CEO赵佳臻表示，过去几个季度，电商行业的竞争不断加剧，我们将坚决地走高质量发展道路，扶持优质商家，打击劣质商家，加大投入持续优化平台的生态环境。</p><p>管理层还表示<strong>，由于电商行业竞争激烈，公司营收增长可能会放缓，未来几个季度的利润会有波动、反弹，但长期利润降低的趋势是不可避免的。</strong></p><p>财报数据显示，公司Q2实现营收970.6亿元，同比增86%，低于市场预期的999.85亿元；Non-GAAP归母净利润344.32亿元，同比增长125%，相较于上一季度202%的增速大幅回落。</p><p style=\"text-align: justify;\">拼多多的收入主要由在线营销服务和交易服务两部分构成。其中，反映拼多多主站广告收入的在线营销服务在Q2实现营收491.16亿元，同比增29%，略低于市场预期。</p><p style=\"text-align: justify;\">由拼多多主站百亿补贴频道、多多买菜、出海业务TEMU佣金收入构成的交易服务期内收入479.44亿元，同比增234%，同样略低于市场预期。</p><p style=\"text-align: justify;\">今年Q1，得益于TEMU的快速增长，拼多多佣金收入首次超过广告，但新的营收结构仅维持了一个季度。</p><p>据了解，拼多多将投入百亿资源扶持新质商家，并在未来一年减免商家100亿元交易手续费，投入规模进一步扩大。</p><p>更多资讯：<a href=\"https://www.laohu8.com/news/1135172139\" title=\"拼多多Q2营收不及市场预期，股价盘前重挫12%_老虎社区_美港股上老虎 - 老虎社区 (laohu8.com)\" class=\"\">拼多多Q2营收不及市场预期，股价盘前重挫12%_老虎社区_美港股上老虎 - 老虎社区 (laohu8.com)</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多绩后创纪录大跌，CEO陈磊：未来几年不会进行回购或分红</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拼多多绩后创纪录大跌，CEO陈磊：未来几年不会进行回购或分红\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-26 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在本周一（8月26日）发布了不及预期的Q2财报后，拼多多开盘下跌23%，创下2022年10月以来最大跌幅，截至发稿报103.8美元，跌幅达25.79%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1eec0d44c644c7258f448f25614d0d04\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>在财报电话会上，拼多多集团董事长、联席CEO陈磊表示，全球化业务正在面临更严峻、加速变化的国际环境，业务经营受非正常商业因素的干扰变多，<strong>未来业务发展的不确定性显著增加，收入逐渐放缓将是必然的结果</strong>。</p><p>陈磊表示，公司在多线都面临着激烈的竞争，整体仍处于投入阶段，<strong>未来几年不会进行回购或分红</strong>。</p><p>此外，为了支持平台的长期健康发展和高质量供给的建设，陈磊指出，<strong>拼多多已经做好在未来一段时间内牺牲短期利润的准备，管理层对此已经达成共识。</strong></p><p>拼多多执行董事、联席CEO赵佳臻表示，过去几个季度，电商行业的竞争不断加剧，我们将坚决地走高质量发展道路，扶持优质商家，打击劣质商家，加大投入持续优化平台的生态环境。</p><p>管理层还表示<strong>，由于电商行业竞争激烈，公司营收增长可能会放缓，未来几个季度的利润会有波动、反弹，但长期利润降低的趋势是不可避免的。</strong></p><p>财报数据显示，公司Q2实现营收970.6亿元，同比增86%，低于市场预期的999.85亿元；Non-GAAP归母净利润344.32亿元，同比增长125%，相较于上一季度202%的增速大幅回落。</p><p style=\"text-align: justify;\">拼多多的收入主要由在线营销服务和交易服务两部分构成。其中，反映拼多多主站广告收入的在线营销服务在Q2实现营收491.16亿元，同比增29%，略低于市场预期。</p><p style=\"text-align: justify;\">由拼多多主站百亿补贴频道、多多买菜、出海业务TEMU佣金收入构成的交易服务期内收入479.44亿元，同比增234%，同样略低于市场预期。</p><p style=\"text-align: justify;\">今年Q1，得益于TEMU的快速增长，拼多多佣金收入首次超过广告，但新的营收结构仅维持了一个季度。</p><p>据了解，拼多多将投入百亿资源扶持新质商家，并在未来一年减免商家100亿元交易手续费，投入规模进一步扩大。</p><p>更多资讯：<a href=\"https://www.laohu8.com/news/1135172139\" title=\"拼多多Q2营收不及市场预期，股价盘前重挫12%_老虎社区_美港股上老虎 - 老虎社区 (laohu8.com)\" class=\"\">拼多多Q2营收不及市场预期，股价盘前重挫12%_老虎社区_美港股上老虎 - 老虎社区 (laohu8.com)</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112218121","content_text":"在本周一（8月26日）发布了不及预期的Q2财报后，拼多多开盘下跌23%，创下2022年10月以来最大跌幅，截至发稿报103.8美元，跌幅达25.79%：在财报电话会上，拼多多集团董事长、联席CEO陈磊表示，全球化业务正在面临更严峻、加速变化的国际环境，业务经营受非正常商业因素的干扰变多，未来业务发展的不确定性显著增加，收入逐渐放缓将是必然的结果。陈磊表示，公司在多线都面临着激烈的竞争，整体仍处于投入阶段，未来几年不会进行回购或分红。此外，为了支持平台的长期健康发展和高质量供给的建设，陈磊指出，拼多多已经做好在未来一段时间内牺牲短期利润的准备，管理层对此已经达成共识。拼多多执行董事、联席CEO赵佳臻表示，过去几个季度，电商行业的竞争不断加剧，我们将坚决地走高质量发展道路，扶持优质商家，打击劣质商家，加大投入持续优化平台的生态环境。管理层还表示，由于电商行业竞争激烈，公司营收增长可能会放缓，未来几个季度的利润会有波动、反弹，但长期利润降低的趋势是不可避免的。财报数据显示，公司Q2实现营收970.6亿元，同比增86%，低于市场预期的999.85亿元；Non-GAAP归母净利润344.32亿元，同比增长125%，相较于上一季度202%的增速大幅回落。拼多多的收入主要由在线营销服务和交易服务两部分构成。其中，反映拼多多主站广告收入的在线营销服务在Q2实现营收491.16亿元，同比增29%，略低于市场预期。由拼多多主站百亿补贴频道、多多买菜、出海业务TEMU佣金收入构成的交易服务期内收入479.44亿元，同比增234%，同样略低于市场预期。今年Q1，得益于TEMU的快速增长，拼多多佣金收入首次超过广告，但新的营收结构仅维持了一个季度。据了解，拼多多将投入百亿资源扶持新质商家，并在未来一年减免商家100亿元交易手续费，投入规模进一步扩大。更多资讯：拼多多Q2营收不及市场预期，股价盘前重挫12%_老虎社区_美港股上老虎 - 老虎社区 (laohu8.com)","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":2937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340153157722176,"gmtCreate":1724075491945,"gmtModify":1724075493472,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>又可以做空了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>又可以做空了","text":"$Faraday Future(FFIE)$ 又可以做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340153157722176","isVote":1,"tweetType":1,"viewCount":2292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322029963575616,"gmtCreate":1719629605407,"gmtModify":1719629606741,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>太好了，5毛，－合40,瞬间20元，做空空间巨大","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>太好了，5毛，－合40,瞬间20元，做空空间巨大","text":"$Faraday Future(FFIE)$ 太好了，5毛，－合40,瞬间20元，做空空间巨大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322029963575616","isVote":1,"tweetType":1,"viewCount":2894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321056283087128,"gmtCreate":1719413027085,"gmtModify":1719413153943,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这发布一个没谱的消息就暴拉，如此操纵市场，美国证监局不查吗？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这发布一个没谱的消息就暴拉，如此操纵市场，美国证监局不查吗？","text":"$Faraday Future(FFIE)$ 这发布一个没谱的消息就暴拉，如此操纵市场，美国证监局不查吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/321056283087128","isVote":1,"tweetType":1,"viewCount":4550,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491288457950231","authorId":"3491288457950231","name":"lllygz","avatar":"https://static.tigerbbs.com/dd69481eaef99582452309cafc58849b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3491288457950231","authorIdStr":"3491288457950231"},"content":"最蠢的是贾跃亭根本不是公司高管，他们这样可以憋清责任。公司就说是贾跃亭个人行为 ，和公司无关","text":"最蠢的是贾跃亭根本不是公司高管，他们这样可以憋清责任。公司就说是贾跃亭个人行为 ，和公司无关","html":"最蠢的是贾跃亭根本不是公司高管，他们这样可以憋清责任。公司就说是贾跃亭个人行为 ，和公司无关"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314283134906592,"gmtCreate":1717760221408,"gmtModify":1717760223102,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"召回的10辆又可以卖了","listText":"召回的10辆又可以卖了","text":"召回的10辆又可以卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314283134906592","repostId":"2441059008","repostType":2,"repost":{"id":"2441059008","kind":"highlight","pubTimestamp":1717757879,"share":"https://www.laohu8.com/m/news/2441059008?lang=zh_CN&edition=full","pubTime":"2024-06-07 18:57","market":"us","language":"zh","title":"贾跃亭：完成战略投资者融资之前，FF将努力每月交付一辆新车","url":"https://stock-news.laohu8.com/highlight/detail?id=2441059008","media":"金融界","summary":"FF即将重启FF 91 SOD2（SOD第二阶段）交付。","content":"<html><head></head><body><p>法拉第未来创始人兼首席产品及用户生态官贾跃亭在微博透露，FF即将重启FF 91 SOD2（SOD第二阶段）交付，为首个二级市场个人投资者用户交车。贾跃亭表示，在完成战略投资者融资之前，在我们能够筹集到所需零部件资金的前提下，我们将努力每个月交付一辆新车。</p><p>截至发稿，法拉第未来盘前涨超16%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687d057ccf9bf12da2012f2634f95ce0\" tg-width=\"450\" tg-height=\"124\"/></p><p></p></body></html>","source":"jinrongjie_highlight","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>贾跃亭：完成战略投资者融资之前，FF将努力每月交付一辆新车</title>\n<style 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href=\"https://usstock.jrj.com.cn/2024/06/07185740953300.shtml\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://usstock.jrj.com.cn/2024/06/07185740953300.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441059008","content_text":"法拉第未来创始人兼首席产品及用户生态官贾跃亭在微博透露，FF即将重启FF 91 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第一眼看到李斌，我就感觉他和假期药停是一类人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/314004910801120","isVote":1,"tweetType":1,"viewCount":4480,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567577767954158","authorId":"3567577767954158","name":"过眼云烟9393","avatar":"https://static.tigerbbs.com/4b0c14f23c03d4adb608a15d352cbf98","crmLevel":5,"crmLevelSwitch":1,"idStr":"3567577767954158","authorIdStr":"3567577767954158"},"content":"一个50万辆车一个10辆车呵呵你眼挺毒**？","text":"一个50万辆车一个10辆车呵呵你眼挺毒**？","html":"一个50万辆车一个10辆车呵呵你眼挺毒**？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311790414168080,"gmtCreate":1717146864786,"gmtModify":1717146866460,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553287329671527","authorIdStr":"3553287329671527"},"themes":[],"htmlText":"这家伙是骗子","listText":"这家伙是骗子","text":"这家伙是骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311790414168080","repostId":"2439932194","repostType":2,"repost":{"id":"2439932194","kind":"highlight","pubTimestamp":1717136276,"share":"https://www.laohu8.com/m/news/2439932194?lang=zh_CN&edition=full","pubTime":"2024-05-31 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我重申一下，大搞换电，不搞工厂，灭亡之路","text":"$蔚来(NIO)$我重申一下，大搞换电，不搞工厂，灭亡之路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/692592134","isVote":1,"tweetType":1,"viewCount":5737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566775503291979","authorId":"3566775503291979","name":"dun吨dun","avatar":"https://static.tigerbbs.com/15b4aeaf7219c2e2b9c1f980d422d3c1","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3566775503291979","idStr":"3566775503291979"},"content":"赞同。蔚来跟魅族一样的结局","text":"赞同。蔚来跟魅族一样的结局","html":"赞同。蔚来跟魅族一样的结局"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665600647,"gmtCreate":1667220444090,"gmtModify":1667222057127,"author":{"id":"3553287329671527","authorId":"3553287329671527","name":"JaneLiu0128","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553287329671527","idStr":"3553287329671527"},"themes":[],"htmlText":"本来以为蔚来够蠢的，搞了一个定赔的换电站，无视电池技术的发展，今天看到小鹏的飞行汽车，这更蠢啊","listText":"本来以为蔚来够蠢的，搞了一个定赔的换电站，无视电池技术的发展，今天看到小鹏的飞行汽车，这更蠢啊","text":"本来以为蔚来够蠢的，搞了一个定赔的换电站，无视电池技术的发展，今天看到小鹏的飞行汽车，这更蠢啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/665600647","repostId":"2279769803","repostType":2,"repost":{"id":"2279769803","kind":"news","pubTimestamp":1667205557,"share":"https://www.laohu8.com/m/news/2279769803?lang=zh_CN&edition=full","pubTime":"2022-10-31 16:39","market":"us","language":"zh","title":"花旗分析师将小鹏汽车评级从买入调至卖出，其今年股价已累计跌近九成","url":"https://stock-news.laohu8.com/highlight/detail?id=2279769803","media":"界面新闻","summary":"《巴伦周刊》日前报道，花旗分析师Jeff Chung将小鹏汽车评级罕见地由买入直接调至为卖出，目标价从每股27.87美元跌至每股3.18美元，下调幅度达到88.59%。Chung在报告中写道：“我们认","content":"<div>\n<p>《巴伦周刊》日前报道，花旗分析师Jeff Chung将小鹏汽车评级罕见地由买入直接调至为卖出，目标价从每股27.87美元跌至每股3.18美元，下调幅度达到88.59%。Chung在报告中写道：“我们认为小鹏汽车的车型周期在2023年会面临严峻挑战，正如其近期因销售和订单量不佳而失去市场份额所预示的那样。”目前，这名花旗分析师预计小鹏汽车2023年和2024年销量分别为12万辆和15.5万辆，但...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-31/doc-imqmmthc2744840.shtml\">网页链接</a>\n\n</div>\n","source":"sina_symbol","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\" 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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花旗分析师将小鹏汽车评级从买入调至卖出，其今年股价已累计跌近九成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-31/doc-imqmmthc2744840.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《巴伦周刊》日前报道，花旗分析师Jeff Chung将小鹏汽车评级罕见地由买入直接调至为卖出，目标价从每股27.87美元跌至每股3.18美元，下调幅度达到88.59%。Chung在报告中写道：“我们认为小鹏汽车的车型周期在2023年会面临严峻挑战，正如其近期因销售和订单量不佳而失去市场份额所预示的那样。”目前，这名花旗分析师预计小鹏汽车2023年和2024年销量分别为12万辆和15.5万辆，但...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-31/doc-imqmmthc2744840.shtml\">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/151656983b6c5489cafa6fb35cae63da","relate_stocks":{"C":"花旗","09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-10-31/doc-imqmmthc2744840.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2279769803","content_text":"《巴伦周刊》日前报道，花旗分析师Jeff Chung将小鹏汽车评级罕见地由买入直接调至为卖出，目标价从每股27.87美元跌至每股3.18美元，下调幅度达到88.59%。Chung在报告中写道：“我们认为小鹏汽车的车型周期在2023年会面临严峻挑战，正如其近期因销售和订单量不佳而失去市场份额所预示的那样。”目前，这名花旗分析师预计小鹏汽车2023年和2024年销量分别为12万辆和15.5万辆，但华尔街的共识为15万辆和25万辆。业内人士向界面新闻表示，分析师通常一次只有一个评级等级，从买入到卖出之间，还会有一个“持有”评级过渡。“直接从买入调为卖出，会比较少见。”更有业内人士称，“这是认为小鹏没有投资价值了”。对于正在经历“寒冬”的小鹏汽车而言，分析师评级不被看好无疑是雪上加霜。截至上周收盘，小鹏汽车美股6.89美元，今年累计跌幅86.31%。有分析认为，造车新势力估值存在一定泡沫。在2021年底，造车新势力市值均达到高峰，而相比之下，营业收入却并未跟上市值的步伐。截至2021年底，小鹏汽车市销率（市值与营业收入比值）为13.37，远高于行业平均水平，被明显高估。与之相比，同为新势力的理想汽车该比例为7.74，蔚来则为9.45。传统汽车方面，吉利汽车则为1.7，长城汽车为1.56。小鹏汽车近期正处于动荡之中。在新车G9上市不利后，何小鹏着手全面调整组织架构。内部人士向界面新闻透露，在内部大会上，何小鹏一度哽咽，并反思了执行上存在的问题。2022年8月和9月，小鹏汽车的交付量分别为9578辆和8468辆，其中8月交付量出现环比下降，9月交付量则是同比和环比双降。今年小鹏汽车25万辆的销量目标仅完成约40%。10月11日，中金发表研报指出，考虑到集团产品在替换期的销量有限，中金将小鹏汽车今明两年收入预测分别下调7%和17%，至324亿元和692亿元人民币。另外，由于规模缩减导致费用下降，今明两年非通用会计准则的纯利预测，由原来的亏损83.4亿元及23.7亿元人民币，降至76.6亿元及17.1亿元人民币。中金将小鹏H股股份目标价下调至80港元，评级维持跑赢行业。瑞银9月发布报告表示，小鹏G9与同行相比，没有明显的竞争优势。基于G9规格和定价，瑞银将小鹏汽车近期将月销量限制在5000辆，并认为其在销量和利润率前景方面仍面临一些基本挑战，维持对小鹏中性评级及目标价34美元。港交所数据显示，在花旗集团此次评级调整前，9月27日花旗集团减持了小鹏汽车56.37万股，持股比例由减持前5.01%减少至减持后的4.97%。但同时，摩根大通以每股均价55.3168港元，向小鹏汽车增持了281.79万股，涉资约1.56亿港元。增持后，摩根大通持仓比例由5.98%上升至6.19%。事实上，从8月26日至9月26日，摩根大通在近一个月的时间将小鹏汽车的持股量由6190万股增加至7858万股。按期间平均62.206港元估算，摩根大通约增持了10亿港元。《巴伦周刊》指出，华尔街其他投资者仍然看好小鹏汽车的股票。报道指出，总体而言，80%的分析师评级为买入，平均目标价接近每股30美元。为维持资本信心，小鹏汽车CEO何小鹏于公开市场购买小鹏汽车合共220万股美国存托股，耗资约2.1亿元人民币。对于何小鹏的此次增持，小鹏汽车董事会认为，收购事项显示何小鹏对公司前景及增长潜力充满信心，以及其对公司长期承诺。安永博智隆战略咨询合伙人章一超告诉界面新闻，考虑到这只是个案，没必要过于放大。“我个人看小鹏还是有投资价值，但要一下经历本次大的调整后，是否可以成功转身。”章一超表示，投资者可以关注小鹏接下来新车型的销量是否继续保持好的交付，以及下一代车型的SKU、营销策略、服务策略等，是否像何小鹏说的会大刀阔斧的改革。","news_type":1,"symbols_score_info":{"C":1,"XPEV":1,"09868":1}},"isVote":1,"tweetType":1,"viewCount":6928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554927823296095","authorId":"3554927823296095","name":"程美_0461","avatar":"https://static.tigerbbs.com/eb6bd15587f82bd101bd57f38d8d79e2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3554927823296095","idStr":"3554927823296095"},"content":"肯定不是蔚来汽车车主没有体验过乱喷蔚来","text":"肯定不是蔚来汽车车主没有体验过乱喷蔚来","html":"肯定不是蔚来汽车车主没有体验过乱喷蔚来"},{"author":{"id":"3533734259635470","authorId":"3533734259635470","name":"晨灿__","avatar":"https://static.tigerbbs.com/00fe0a87ca1923688e8dd01736dafa91","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3533734259635470","idStr":"3533734259635470"},"content":"你觉得人家蠢？ 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