Lily cao的个人主页 - 老虎社区

Lily cao

Lily cao

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IP属地：湖南

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0勋章

2022-10-18

可惜特斯拉上个月,打败你眼中的受人尊敬的前辈,在德国取单车销量最高的车, 不光是电车,而是所有车啊.

李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰

2022-10-01

$特斯拉(TSLA)$做空特斯拉，就是做空人类未来。AI day只看懂了20%左右，太多知识太多专业术语太多超出了我的认知。波士顿的模式已经证明是不成功的，反观特斯拉是仿生机器人，不但是硬件更有软件.Tesla Optimus从一开始就走的路线不一样，商业化应用广阔。也不代表一夜就可以做出来。Be patient, It takes time.

2022-09-09

$特斯拉(TSLA)$末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多

2022-09-09

末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多

2022-08-05

亚麻也真是的，特斯拉干什么，他也要来凑热闹。

抱歉，原内容已删除

2022-07-15

$特斯拉(TSLA)$这期权是什么意思？

2022-06-21

$TSLA 20220701 600.0 PUT$ 短期看空

2022-06-18

‌$特斯拉(TSLA)$‌buy call遇上折股有那些不确定性？有那位大神可以回答一下吗？

2022-06-16

$特斯拉(TSLA)$我错了，改正可以了吗？

2022-06-11

第一次玩

2022-06-08

$特斯拉(TSLA)$优化人才太正常了

2022-06-03

平均成本730

抱歉，原内容已删除

2022-05-30

复盘了一下，A股挺合适，美股不一定

抱歉，原内容已删除

2022-05-27

$滴滴(DIDI)$滴滴的目标价位是多少分析一下？

2022-05-21

$特斯拉(TSLA)$不要接向下悼的刀

2022-05-19

老马得罪太多人，在国内也得罪了太多人。木秀林，风必摧之。还好是在美丽国。

@Alan聊特斯拉: 马斯克自爆政治立场，特斯拉被踢出ESG ！人生嘛，路难走…

2022-05-19

分析透彻

抱歉，原内容已删除

2022-05-18

经历几次熊市之后就能领会其中心态变化

抱歉，原内容已删除

去老虎APP查看更多动态

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cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"可惜特斯拉上个月,打败你眼中的受人尊敬的前辈,在德国取单车销量最高的车, 不光是电车,而是所有车啊.&nbsp;","listText":"可惜特斯拉上个月,打败你眼中的受人尊敬的前辈,在德国取单车销量最高的车, 不光是电车,而是所有车啊.&nbsp;","text":"可惜特斯拉上个月,打败你眼中的受人尊敬的前辈,在德国取单车销量最高的车, 不光是电车,而是所有车啊.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662060196","repostId":"1173533160","repostType":4,"repost":{"id":"1173533160","pubTimestamp":1666070803,"share":"https://www.laohu8.com/m/news/1173533160?lang=&edition=full","pubTime":"2022-10-18 13:26","market":"us","language":"zh","title":"李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰","url":"https://stock-news.laohu8.com/highlight/detail?id=1173533160","media":"智能车参考","summary":"斌哥又high了。","content":"<html><head></head><body><p>文/曹原</p><p>好嘛，斌哥又high了。</p><p>这不<a href=\"https://laohu8.com/S/NIO\">蔚来</a>刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。</p><p>斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。</p><p><img src=\"https://static.tigerbbs.com/0a293e85617ab7285eebfb21440538b7\" tg-width=\"550\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。</p><p>但对电动车友商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——</p><p><b>如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。</b></p><blockquote><b>Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml\">Web Link</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","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173533160","content_text":"文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668636438,"gmtCreate":1664605173025,"gmtModify":1664605176209,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>做空特斯拉，就是做空人类未来。AI day只看懂了20%左右，太多知识太多专业术语太多超出了我的认知。 波士顿的模式已经证明是不成功的，反观特斯拉是仿生机器人，不但是硬件更有软件.Tesla Optimus从一开始就走的路线不一样，商业化应用广阔。也不代表一夜就可以做出来。Be patient, It takes time.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>做空特斯拉，就是做空人类未来。AI day只看懂了20%左右，太多知识太多专业术语太多超出了我的认知。 波士顿的模式已经证明是不成功的，反观特斯拉是仿生机器人，不但是硬件更有软件.Tesla Optimus从一开始就走的路线不一样，商业化应用广阔。也不代表一夜就可以做出来。Be patient, It takes time.","text":"$特斯拉(TSLA)$做空特斯拉，就是做空人类未来。AI day只看懂了20%左右，太多知识太多专业术语太多超出了我的认知。 波士顿的模式已经证明是不成功的，反观特斯拉是仿生机器人，不但是硬件更有软件.Tesla Optimus从一开始就走的路线不一样，商业化应用广阔。也不代表一夜就可以做出来。Be patient, It takes time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":18,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/668636438","isVote":1,"tweetType":1,"viewCount":11327,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0},"content":"主要马斯克开始把机器人吹的太牛逼了，现在有点让人失望。","text":"主要马斯克开始把机器人吹的太牛逼了，现在有点让人失望。","html":"主要马斯克开始把机器人吹的太牛逼了，现在有点让人失望。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663988261,"gmtCreate":1662735377353,"gmtModify":1662735379330,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","text":"$特斯拉(TSLA)$末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","images":[{"img":"https://static.tigerbbs.com/2a929c9a6bd888f983210a5073744d0d","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663988261","isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":663981423,"gmtCreate":1662735167662,"gmtModify":1662735172014,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","listText":"末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","text":"末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","images":[{"img":"https://static.tigerbbs.com/bcae4cf2865a9580e2d57f6f206a0fdb","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/663981423","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":685519742,"gmtCreate":1659707860789,"gmtModify":1659707860789,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily 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href=\"https://laohu8.com/S/NIO\">蔚来</a>刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。</p><p>斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。</p><p><img src=\"https://static.tigerbbs.com/0a293e85617ab7285eebfb21440538b7\" tg-width=\"550\" tg-height=\"284\" referrerpolicy=\"no-referrer\"/></p><p>对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。</p><p>但对电动车友商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——</p><p><b>如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。</b></p><blockquote><b>Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.</b></blockquote><p><b>进军德国是为啥？</b></p><p>李斌开门见山，就是要成为一个全球性的品牌。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。</p><p>但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。</p><p>更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。</p><p>德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。</p><p>他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。</p><p><img src=\"https://static.tigerbbs.com/fc4fa0f56e1ee29ca48e71b67053eb2a\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p>但蔚来并非没有优势。</p><p>蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。</p><p>另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶的订阅服务等等。</p><p>李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。</p><p><img src=\"https://static.tigerbbs.com/fac7ae364de234c74b096be6fc6095b6\" tg-width=\"550\" tg-height=\"339\" referrerpolicy=\"no-referrer\"/></p><p><b>斌言斌语评价特斯拉</b></p><p>那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。</p><p>相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。</p><p>一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。</p><p>但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。</p><p>“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”</p><p>李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。</p><p><img src=\"https://static.tigerbbs.com/0509bfcbd5db9b248afe138f4cb1dade\" tg-width=\"550\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：</p><p>我会直接跟用户交流，而不是发个推弄个公告通知。</p><p>“显然我是做得更好的那一个。”</p><blockquote>Besides, I’m the better dancer…</blockquote><p>李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。</p><p><img src=\"https://static.tigerbbs.com/aceed36c874ae58db7152ad88da2d12c\" tg-width=\"550\" tg-height=\"292\" referrerpolicy=\"no-referrer\"/></p><p>至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。</p><p>但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。</p><p>李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.</p><p>但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。</p><p>蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。</p><p><img src=\"https://static.tigerbbs.com/2ddb0d659263553f4055045a4ef04bfa\" tg-width=\"550\" tg-height=\"560\" referrerpolicy=\"no-referrer\"/></p><p>目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。</p><p>而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。</p></body></html>","source":"lsy1611665793971","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>李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰</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; 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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李斌：特斯拉如果不改进产品和服务，很快会被市场淘汰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-18 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml\">Web Link</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","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/csj/2022-10-18/doc-imqmmthc1278379.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173533160","content_text":"文/曹原好嘛，斌哥又high了。这不蔚来刚在柏林开了一场进军德国的发布会，用租赁的方式开启德国落地，在车企巨头之乡秀肌肉。斌言斌语自然也不能少，果然被老外摆了一道，随口就要李斌评价一下汽车友商们。对德国车企，斌哥完全respect，认为奔驰和大众等老牌车厂是他学习的榜样，是这些车企塑造了汽车制造产业链。但对电动车友商特斯拉，斌哥的respect就不是100%的了，一方面坦承特斯拉在技术和制造研发上的地位，另一方面也把不服之意表达在言语之间——如果特斯拉不在产品和服务上提升，很快就会被市场淘汰。Tesla is under pressure. If they don’t improve their products fast enough or don’t provide good services, they will quickly be pushed out of the market.进军德国是为啥？李斌开门见山，就是要成为一个全球性的品牌。蔚来创始人称，已经做好了技术准备和战略规划，就是要为“成为全球品牌”而前进，蔚来会在当地建立蔚来中心，为用户提供合适的产品。但目前在德国，蔚来提供的产品还不是直接销售汽车，而是通过租赁的方式。更早之前，李斌在发布会上说，在调研后发现德国企业用车市场存在机会，蔚来以只租不卖的方式，最合适。德国是全球汽车的发明之地，更是传统豪强的故乡，李斌对德国车企有100%的敬意。他说德国车企的销量目前是蔚来的20倍，自己从这些巨头身上学到了很多。但蔚来并非没有优势。蔚来的优势是年轻（笑），以及产品面向未来打造。比如最新的旗舰车型ET7，配备了激光雷达和高清摄像头等多传感器，让驾驶和座舱都有了不一样的体验。另外，蔚来还是用户导向型体验，从用户需求出发去提供产品和服务，比如换电方案，还有智能驾驶的订阅服务等等。李斌强调，蔚来不仅仅是一家造车公司，蔚来已经在中国建立起了一个车主社区，打算在德国也建一个。斌言斌语评价特斯拉那如何评价电动车友商特斯拉？因为李斌说也有进军美国的计划。相比对德国燃油车企表现出的敬意，李斌对特斯拉的认可并非100%。一方面，李斌认为特斯拉值得尊敬，特别是在技术研发、生产制造效率和成本控制等方面。但更重要的一方面，李斌认为蔚来与特斯拉有很大的不同。“特斯拉重视技术，在汽车工业从燃油向电动转换进程中功不可没，但现在依然面临很大压力，如果不改进产品和服务，会很快被市场淘汰。”李斌强调，蔚来是用户导向型企业，技术对蔚来很重要，但会更关注用户。蔚来CEO还被问及如何评价特斯拉CEO马斯克，他打了个比方：我会直接跟用户交流，而不是发个推弄个公告通知。“显然我是做得更好的那一个。”Besides, I’m the better dancer…李斌还表示，虽然现如今蔚来还不是一家盈利公司，原因是在基础平台建设上花费投入资源，但相比特斯拉用时16年才盈利，蔚来会好得多。至于何时进军特斯拉大本营美国，李斌给出的时间表是2025年年底。但目前美国已经颁发了《降低通胀法案》，不利于外国汽车制造商生产和进入，蔚来或许会进一步观望一番。李斌还谈到了更多的目标，比如到2030年，能够跻身全球车企TOP5.但这种计划还需要借助子品牌，蔚来前不久已经释放了代号ALPS（阿尔卑斯）的进展，这是一个传说中的子品牌：产品价格更低，两年内上市。蔚来要以更低的价格，更大规模的量产销售，赢取更多市场。目前蔚来月交付徘徊在万台左右。最近的9月，蔚来新车交付量为10878台，第三季度新车交付量为31607台，同比增长29.3%，创下季度交付量历史新高。截止目前，蔚来新车已累计交付249504台。而作为对比，特斯拉同样在9月，仅中国市场就完成了8.3万台的月度交付。同样是2022年第三季度，特斯拉全球生产了超过36.5万辆车，交付了超过34.3万辆车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614523900,"gmtCreate":1653654457300,"gmtModify":1704857872104,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴的目标价位是多少分析一下？","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴的目标价位是多少分析一下？","text":"$滴滴(DIDI)$滴滴的目标价位是多少分析一下？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/614523900","isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615482055,"gmtCreate":1653063612377,"gmtModify":1653063612377,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不要接向下悼的刀","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不要接向下悼的刀","text":"$特斯拉(TSLA)$不要接向下悼的刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615482055","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685519742,"gmtCreate":1659707860789,"gmtModify":1659707860789,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"亚麻也真是的，特斯拉干什么，他也要来凑热闹。","listText":"亚麻也真是的，特斯拉干什么，他也要来凑热闹。","text":"亚麻也真是的，特斯拉干什么，他也要来凑热闹。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685519742","repostId":"1114907567","repostType":2,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689358332,"gmtCreate":1655387832431,"gmtModify":1704862192011,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我错了，改正可以了吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我错了，改正可以了吗？","text":"$特斯拉(TSLA)$我错了，改正可以了吗？","images":[{"img":"https://static.tigerbbs.com/f6b929fbb062268f5b888e74c8d8c220","width":"1125","height":"2436"},{"img":"https://static.tigerbbs.com/6a9832db25ca6f04137ff61a778ae48d","width":"1125","height":"2436"},{"img":"https://static.tigerbbs.com/0ce95f87ce3fc9f614476b15efdf1bcb","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689358332","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":615824757,"gmtCreate":1652890450279,"gmtModify":1652891404142,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"分析透彻","listText":"分析透彻","text":"分析透彻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615824757","repostId":"1169142248","repostType":4,"repost":{"id":"1169142248","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652856447,"share":"https://www.laohu8.com/m/news/1169142248?lang=&edition=full","pubTime":"2022-05-18 14:47","market":"us","language":"zh","title":"熊市5个阶段，美股现在到那个阶段了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1169142248","media":"Wind万得","summary":"美股熊市结束了吗？从一些经典指标看，似乎还没有。","content":"<html><head></head><body><p>美股熊市结束了吗？从一些经典指标看，似乎还没有。标普500指数现在比历史高点低16%，纳指和罗素2000依旧位于熊市区间。但近期国际环境的边际改善，使得投资者开始专注于寻找入场的机会，而不是担心市场再一次深跌。</p><p>分析师、财经专栏作家Mark Hulbert认为，这种跃跃欲试的抄底气势，更让人想起熊市通常会下降的“希望斜坡”，而不是牛市喜欢爬的“担忧之墙”。注意，这并不是说，美股无法在当前水平上实现令人印象深刻的反弹。如果真是这样的话，它更有可能是一场熊市反弹，而不是一轮新的牛市行情的开始。</p><p>过去的熊市显示，当熊市真的触底时，几乎没有投资者会考虑这种可能性，熊市底是在投资者甚至不会关注的时候出现的，因为投资者已经变得如此沮丧以至于认输了，要么将任何市场强势的迹象视为熊市陷阱。</p><p>显然，华尔街当前的情绪，并不符合熊市底的特征。熊市心理学的发展过程类似于心理学家所说的悲伤的五个阶段，分别是否认、愤怒、缩减生活支出、沮丧和接受。</p><p>以下是它们在股市中的表现：</p><p>否认阶段：在这一初始阶段，市场流行的观点是，股市疲软只不过是一个买入机会。投资者非但没有感到愤怒，反而保持了相当乐观的态度，因为市场的回调提供了一个机会，可以以比牛市持续下去更便宜的价格购买股票。</p><p>愤怒阶段：随着市场回调变得过于严重，否认变得越来越难以维持。投资者的情绪最终演变为愤怒，因为他们抱怨撤资的不公平。这一阶段的一个特点是，投资者将撤资视为对个人的侮辱，就好像市场应该关心投资者是否赔钱。</p><p>缩减生活支出阶段：投资者将精力重新引导到，弄清楚自己是否能够在投资组合受到冲击的情况下，维持自己的生活方式上。退休人员重新制定他们的财务计划，放弃一些商品购买或者度假开销。尽管这些开销只是他们预算中的一部分。</p><p>沮丧阶段：随着市场持续下滑，人们开始意识到仅仅减少开支是不够的，生活方式需要重大改变。接近退休的人的工作时间比原计划的要长，更有甚者退休人员重返工作岗位。</p><p>接受阶段：投资者认输，他们屈服于熊市，甚至不再幻想熊市何时结束。他们把任何市场强势的迹象都视为一场愚蠢的反弹，诱使那些容易上当的人在下一轮下跌中损失更多的钱。</p><p><b>美股现在到哪个阶段了？</b></p><p>Mark Hulbert 认为，现在美股市场没有超过第二个阶段。虽然不是所有投资者都处在同一频率，但是整体上，市场展示的情绪倾向于认为现在的回调是一个买入的机会，或者认为市场目前呈现的脆弱基本是不公平的。</p><p>有时候，市场传递的信息也是无序的，有迷惑性的。目前市场中，也出现华尔街机构”缴械投降“的迹象，但这并不一定是可靠的。Mark Hulbert 认为，投资者真正认输的时候，没有人会嚷嚷认输，而是对市场冷漠，对其他信号漠不关心。</p><p>当然，并不是所有的股市下跌都会经历以上5各阶段，因为不是所有的调整都会演变为典型熊市。这些讨论也并不是说，市场必然会跌得更多。但是，乐观者想要市场转向，必须等到投资者真正投降。</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>熊市5个阶段，美股现在到那个阶段了？</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熊市5个阶段，美股现在到那个阶段了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2022-05-18 14:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美股熊市结束了吗？从一些经典指标看，似乎还没有。标普500指数现在比历史高点低16%，纳指和罗素2000依旧位于熊市区间。但近期国际环境的边际改善，使得投资者开始专注于寻找入场的机会，而不是担心市场再一次深跌。</p><p>分析师、财经专栏作家Mark Hulbert认为，这种跃跃欲试的抄底气势，更让人想起熊市通常会下降的“希望斜坡”，而不是牛市喜欢爬的“担忧之墙”。注意，这并不是说，美股无法在当前水平上实现令人印象深刻的反弹。如果真是这样的话，它更有可能是一场熊市反弹，而不是一轮新的牛市行情的开始。</p><p>过去的熊市显示，当熊市真的触底时，几乎没有投资者会考虑这种可能性，熊市底是在投资者甚至不会关注的时候出现的，因为投资者已经变得如此沮丧以至于认输了，要么将任何市场强势的迹象视为熊市陷阱。</p><p>显然，华尔街当前的情绪，并不符合熊市底的特征。熊市心理学的发展过程类似于心理学家所说的悲伤的五个阶段，分别是否认、愤怒、缩减生活支出、沮丧和接受。</p><p>以下是它们在股市中的表现：</p><p>否认阶段：在这一初始阶段，市场流行的观点是，股市疲软只不过是一个买入机会。投资者非但没有感到愤怒，反而保持了相当乐观的态度，因为市场的回调提供了一个机会，可以以比牛市持续下去更便宜的价格购买股票。</p><p>愤怒阶段：随着市场回调变得过于严重，否认变得越来越难以维持。投资者的情绪最终演变为愤怒，因为他们抱怨撤资的不公平。这一阶段的一个特点是，投资者将撤资视为对个人的侮辱，就好像市场应该关心投资者是否赔钱。</p><p>缩减生活支出阶段：投资者将精力重新引导到，弄清楚自己是否能够在投资组合受到冲击的情况下，维持自己的生活方式上。退休人员重新制定他们的财务计划，放弃一些商品购买或者度假开销。尽管这些开销只是他们预算中的一部分。</p><p>沮丧阶段：随着市场持续下滑，人们开始意识到仅仅减少开支是不够的，生活方式需要重大改变。接近退休的人的工作时间比原计划的要长，更有甚者退休人员重返工作岗位。</p><p>接受阶段：投资者认输，他们屈服于熊市，甚至不再幻想熊市何时结束。他们把任何市场强势的迹象都视为一场愚蠢的反弹，诱使那些容易上当的人在下一轮下跌中损失更多的钱。</p><p><b>美股现在到哪个阶段了？</b></p><p>Mark Hulbert 认为，现在美股市场没有超过第二个阶段。虽然不是所有投资者都处在同一频率，但是整体上，市场展示的情绪倾向于认为现在的回调是一个买入的机会，或者认为市场目前呈现的脆弱基本是不公平的。</p><p>有时候，市场传递的信息也是无序的，有迷惑性的。目前市场中，也出现华尔街机构”缴械投降“的迹象，但这并不一定是可靠的。Mark Hulbert 认为，投资者真正认输的时候，没有人会嚷嚷认输，而是对市场冷漠，对其他信号漠不关心。</p><p>当然，并不是所有的股市下跌都会经历以上5各阶段，因为不是所有的调整都会演变为典型熊市。这些讨论也并不是说，市场必然会跌得更多。但是，乐观者想要市场转向，必须等到投资者真正投降。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169142248","content_text":"美股熊市结束了吗？从一些经典指标看，似乎还没有。标普500指数现在比历史高点低16%，纳指和罗素2000依旧位于熊市区间。但近期国际环境的边际改善，使得投资者开始专注于寻找入场的机会，而不是担心市场再一次深跌。分析师、财经专栏作家Mark Hulbert认为，这种跃跃欲试的抄底气势，更让人想起熊市通常会下降的“希望斜坡”，而不是牛市喜欢爬的“担忧之墙”。注意，这并不是说，美股无法在当前水平上实现令人印象深刻的反弹。如果真是这样的话，它更有可能是一场熊市反弹，而不是一轮新的牛市行情的开始。过去的熊市显示，当熊市真的触底时，几乎没有投资者会考虑这种可能性，熊市底是在投资者甚至不会关注的时候出现的，因为投资者已经变得如此沮丧以至于认输了，要么将任何市场强势的迹象视为熊市陷阱。显然，华尔街当前的情绪，并不符合熊市底的特征。熊市心理学的发展过程类似于心理学家所说的悲伤的五个阶段，分别是否认、愤怒、缩减生活支出、沮丧和接受。以下是它们在股市中的表现：否认阶段：在这一初始阶段，市场流行的观点是，股市疲软只不过是一个买入机会。投资者非但没有感到愤怒，反而保持了相当乐观的态度，因为市场的回调提供了一个机会，可以以比牛市持续下去更便宜的价格购买股票。愤怒阶段：随着市场回调变得过于严重，否认变得越来越难以维持。投资者的情绪最终演变为愤怒，因为他们抱怨撤资的不公平。这一阶段的一个特点是，投资者将撤资视为对个人的侮辱，就好像市场应该关心投资者是否赔钱。缩减生活支出阶段：投资者将精力重新引导到，弄清楚自己是否能够在投资组合受到冲击的情况下，维持自己的生活方式上。退休人员重新制定他们的财务计划，放弃一些商品购买或者度假开销。尽管这些开销只是他们预算中的一部分。沮丧阶段：随着市场持续下滑，人们开始意识到仅仅减少开支是不够的，生活方式需要重大改变。接近退休的人的工作时间比原计划的要长，更有甚者退休人员重返工作岗位。接受阶段：投资者认输，他们屈服于熊市，甚至不再幻想熊市何时结束。他们把任何市场强势的迹象都视为一场愚蠢的反弹，诱使那些容易上当的人在下一轮下跌中损失更多的钱。美股现在到哪个阶段了？Mark Hulbert 认为，现在美股市场没有超过第二个阶段。虽然不是所有投资者都处在同一频率，但是整体上，市场展示的情绪倾向于认为现在的回调是一个买入的机会，或者认为市场目前呈现的脆弱基本是不公平的。有时候，市场传递的信息也是无序的，有迷惑性的。目前市场中，也出现华尔街机构”缴械投降“的迹象，但这并不一定是可靠的。Mark Hulbert 认为，投资者真正认输的时候，没有人会嚷嚷认输，而是对市场冷漠，对其他信号漠不关心。当然，并不是所有的股市下跌都会经历以上5各阶段，因为不是所有的调整都会演变为典型熊市。这些讨论也并不是说，市场必然会跌得更多。但是，乐观者想要市场转向，必须等到投资者真正投降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615825038,"gmtCreate":1652889259324,"gmtModify":1652891278804,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>优化人才太正常了","text":"$特斯拉(TSLA)$优化人才太正常了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680020759","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663988261,"gmtCreate":1662735377353,"gmtModify":1662735379330,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>末日期权太刺激了，对我们来说是赌博。但是对华尔街的人可能不是。我们挣十次也没有他们一次挣的多","listText":"<a 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PUT\">$TSLA 20220701 600.0 PUT$&nbsp;</a>短期看空","text":"$TSLA 20220701 600.0 PUT$ 短期看空","images":[{"img":"https://static.tigerbbs.com/055a0543b46739e05530d893c2698a69","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689795143","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":689613963,"gmtCreate":1655527132652,"gmtModify":1704862635302,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌buy call遇上折股有那些不确定性？有那位大神可以回答一下吗？","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌buy call遇上折股有那些不确定性？有那位大神可以回答一下吗？","text":"‌$特斯拉(TSLA)$‌buy call遇上折股有那些不确定性？有那位大神可以回答一下吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689613963","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617631594,"gmtCreate":1654240675119,"gmtModify":1704859177300,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"平均成本730","listText":"平均成本730","text":"平均成本730","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617631594","repostId":"2240321968","repostType":2,"repost":{"id":"2240321968","pubTimestamp":1654238179,"share":"https://www.laohu8.com/m/news/2240321968?lang=&edition=full","pubTime":"2022-06-03 14:36","market":"us","language":"zh","title":"韩国散户抄底特斯拉，5月净买入10.4亿美元 ","url":"https://stock-news.laohu8.com/highlight/detail?id=2240321968","media":"环球市场 ","summary":"特斯拉股价上个月大跌13%，但这不足以阻止韩国散户投资者大举买入该股，购买量创五个月新高，也是历史上买入最多的月份之一。根据韩国证券预托院（Korea Securities Depository）的数","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价上个月大跌13%，但这不足以阻止韩国散户投资者大举买入该股，购买量创五个月新高，也是历史上买入最多的月份之一。</p><p><img src=\"https://static.tigerbbs.com/e01e38f0a50ae81ff01a12780f5d2ac8\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>根据韩国证券预托院（Korea Securities Depository）的数据，5月份，韩国散户投资者净买入了价值10.4亿美元的特斯拉股票。这是自去年12月以来最大的月度买入，去年12月的净买入总额为10.6亿美元。</p><p>由于韩国股市处于熊市，该国近1000万散户投资者正在海外寻求更好的回报，不惜涉足加密货币和杠杆产品等波动性较大的资产。特斯拉就符合这种情况：今年以来，除了3月份，特斯拉的股价每个月都在下跌，2022年迄今下跌了27%，原因是马斯克竞购推特，以及美联储加息令估值较高的科技股承压。</p><p>据韩国证券预托院登记在册的数据显示，截至6月1日，韩国投资者持有的特斯拉股票规模达127亿美元，是最受欢迎的外国股票。这相当于特斯拉市值的1.58%，韩国股东是除马斯克以外的第五大股东群体。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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}\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韩国散户抄底特斯拉，5月净买入10.4亿美元 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-03 14:36 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/2022-06-03/doc-imizirau6366198.shtml><strong>环球市场 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价上个月大跌13%，但这不足以阻止韩国散户投资者大举买入该股，购买量创五个月新高，也是历史上买入最多的月份之一。根据韩国证券预托院（Korea Securities Depository）的数据，5月份，韩国散户投资者净买入了价值10.4亿美元的特斯拉股票。这是自去年12月以来最大的月度买入，去年12月的净买入总额为10.6亿美元。由于韩国股市处于熊市，该国近1000万散户投资者正在海外...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-03/doc-imizirau6366198.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/936767139d5eda10e337acef8558dfd9","relate_stocks":{"BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4527":"明星科技股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2022-06-03/doc-imizirau6366198.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2240321968","content_text":"特斯拉股价上个月大跌13%，但这不足以阻止韩国散户投资者大举买入该股，购买量创五个月新高，也是历史上买入最多的月份之一。根据韩国证券预托院（Korea Securities Depository）的数据，5月份，韩国散户投资者净买入了价值10.4亿美元的特斯拉股票。这是自去年12月以来最大的月度买入，去年12月的净买入总额为10.6亿美元。由于韩国股市处于熊市，该国近1000万散户投资者正在海外寻求更好的回报，不惜涉足加密货币和杠杆产品等波动性较大的资产。特斯拉就符合这种情况：今年以来，除了3月份，特斯拉的股价每个月都在下跌，2022年迄今下跌了27%，原因是马斯克竞购推特，以及美联储加息令估值较高的科技股承压。据韩国证券预托院登记在册的数据显示，截至6月1日，韩国投资者持有的特斯拉股票规模达127亿美元，是最受欢迎的外国股票。这相当于特斯拉市值的1.58%，韩国股东是除马斯克以外的第五大股东群体。","news_type":1},"isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617002994,"gmtCreate":1653912010922,"gmtModify":1704858290249,"author":{"id":"4115790907290212","authorId":"4115790907290212","name":"Lily 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cao","avatar":"https://static.tigerbbs.com/f7cd46e7edaca216588b692fa33734b1","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"老马得罪太多人，在国内也得罪了太多人。木秀林，风必摧之。还好是在美丽国。","listText":"老马得罪太多人，在国内也得罪了太多人。木秀林，风必摧之。还好是在美丽国。","text":"老马得罪太多人，在国内也得罪了太多人。木秀林，风必摧之。还好是在美丽国。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615295078","repostId":"615653935","repostType":1,"repost":{"id":615653935,"gmtCreate":1652946496420,"gmtModify":1652948022321,"author":{"id":"3569899433800417","authorId":"3569899433800417","name":"Alan聊特斯拉","avatar":"https://static.tigerbbs.com/e551c513d687d0c7013cce40c61bdb7a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"","htmlText":"\n \n \n  马斯克自爆政治立场，特斯拉被踢出ESG ！人生嘛，路难走…\n \n","listText":"马斯克自爆政治立场，特斯拉被踢出ESG ！人生嘛，路难走…","text":"马斯克自爆政治立场，特斯拉被踢出ESG ！人生嘛，路难走…","images":[{"img":"https://static.tigerbbs.com/59dd42ade9fd4a78168bce20761cf5ec","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615653935","isVote":1,"tweetType":2,"object":{"id":"e0c7e5e36de143b89742ec14e88fe0ad","tweetId":"615653935","title":"马斯克自爆政治立场，特斯拉被踢出ESG ！人生嘛，路难走…","videoUrl":"http://v.tigerbbs.com/165294649032722b89a00cd3fc7b4c7aa6c68e967a717.mp4","poster":"https://static.tigerbbs.com/59dd42ade9fd4a78168bce20761cf5ec","shareLink":"http://v.tigerbbs.com/165294649032722b89a00cd3fc7b4c7aa6c68e967a717.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}