TerryTB的个人主页 - 老虎社区

TerryTB

TerryTB

2021年再也不碰新能源汽车股票

IP属地：上海

35关注

7粉丝

1主题

0勋章

2021-03-31

$老虎证券(TIGR)$我走了赚自己觉得理性的钱

2021-02-19

$小鹏汽车(XPEV)$所以现在提到小鹏，除了马上要解禁以外，还有什么利空？大家都说说看。把时间拉长，我认为小鹏的前景无比好，我买了明年1月到期的期权，做时间的朋友。加油小鹏。

2021-02-08

$蔚来(NIO)$问个问题你们能看到蔚来的期权交易吗？

2021-04-01

$腾讯音乐(TME)$大多数人在此股的心理防线是不是20刀？如果是的话肯定要破一破的

2021-02-10

$蔚来(NIO)$$Unity Software Inc.(U)$过年之前特地平仓了所有的期权合约安全过年只留部分股票一年只过一次年赚钱的时候一直有祝大家都过个好年

2021-03-16

$小鹏汽车(XPEV)$不是10:30开盘吗今天啥情况

2021-03-07

$小鹏汽车(XPEV)$买定离手认赌服输

2021-02-09

利好

抱歉，原内容已删除

2021-03-27

$老虎证券(TIGR)$加油[可怜]

2021-02-02

作者显然不懂汽车搞啥环比每个月份都有各自特色汽车销量就是看同比数据的

蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>问个问题 你们能看到蔚来的期权交易吗？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>问个问题 你们能看到蔚来的期权交易吗？","text":"$蔚来(NIO)$问个问题 你们能看到蔚来的期权交易吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/389411411","isVote":1,"tweetType":1,"viewCount":6030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314064730,"gmtCreate":1612280812220,"gmtModify":1703759922248,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"作者显然不懂汽车 搞啥环比 每个月份都有各自特色 汽车销量就是看同比数据的","listText":"作者显然不懂汽车 搞啥环比 每个月份都有各自特色 汽车销量就是看同比数据的","text":"作者显然不懂汽车 搞啥环比 每个月份都有各自特色 汽车销量就是看同比数据的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314064730","repostId":"2108385487","repostType":2,"repost":{"id":"2108385487","kind":"news","pubTimestamp":1612268977,"share":"https://www.laohu8.com/m/news/2108385487?lang=zh_CN&edition=full","pubTime":"2021-02-02 20:29","market":"us","language":"zh","title":"蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！","url":"https://stock-news.laohu8.com/highlight/detail?id=2108385487","media":"新能源汽车说","summary":"同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。","content":"<html><body><article><p>2月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。</p><p>同一天，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。</p><p>2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。</p><p>环比增幅大幅下降</p><p>2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。</p><p>和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。</p><p>高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。</p><p>增长瓶颈也许已经到来</p><p>新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。</p><p>质量问题是一道难以回避的坎</p><p>据统计，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.</p><p>数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。</p><p>蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。</p><p>写在最后：</p><p>近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。</p></article></body></html>","source":"tencent","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>蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！</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蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b><strong>新能源汽车说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b\">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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108385487","content_text":"2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。环比增幅大幅下降2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。增长瓶颈也许已经到来新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。质量问题是一道难以回避的坎据统计，特斯拉2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的理想汽车累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。写在最后：近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。","news_type":1,"symbols_score_info":{"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311360378,"gmtCreate":1611762935494,"gmtModify":1703753491251,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/CEO\">中海油</a>跌幅扩大至11%，<a href=\"https://laohu8.com/S/PTR\">中石油</a>跌4.5%、<a href=\"https://laohu8.com/S/SNP\">中石化</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/48d5fd1bff62d04e0868bd6c724eb664\" tg-width=\"840\" 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。</p><p>同一天，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。</p><p>2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。</p><p>环比增幅大幅下降</p><p>2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。</p><p>和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。</p><p>高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。</p><p>增长瓶颈也许已经到来</p><p>新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。</p><p>质量问题是一道难以回避的坎</p><p>据统计，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.</p><p>数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。</p><p>蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。</p><p>写在最后：</p><p>近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。</p></article></body></html>","source":"tencent","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>蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！</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蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b><strong>新能源汽车说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b\">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/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108385487","content_text":"2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。环比增幅大幅下降2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。增长瓶颈也许已经到来新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。质量问题是一道难以回避的坎据统计，特斯拉2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的理想汽车累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。写在最后：近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。","news_type":1,"symbols_score_info":{"XPEV":1,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":2903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}