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Alex无心

Alex无心

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IP属地：广东

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1主题

0勋章

03-27

$叮咚买菜(DDL)$ 骗子公司，2000w美元的增持呢

03-13

腾讯

外资转向？美银美林：美国机构“更关心”中国股市了

03-05

$高途(GOTU)$ 高途被王海打假了，快到315了，应该避开这个潜在的风险

03-04

$叮咚买菜(DDL)$ 说好的回购呢？？？

02-29

$特斯拉(TSLA)$ 目标价230

02-28

$Take-Two Interactive Software(TTWO)$ 目标价171.59÷2=85.79美元

02-28

$高途(GOTU)$ 快跑！！！！

02-22

$叮咚买菜(DDL)$ 这是什么垃圾？

02-07

$Snap Inc(SNAP)$ 购暴力吧，不听劝的，基本被干趴下了

01-03

$苹果(AAPL)$ 昨天是苹果、谷歌、微软，今天换成特斯拉，轮流砸盘大赛。抄底中概科技股正当时，欧美大资金切换中$特斯拉(TSLA)$ $英伟达(NVDA)$

01-03

搞笑，腾讯差钱么，现在是有钱没地方投，回购多好

2023-12-29

$特斯拉(TSLA)$ 小米汽车来了，赶紧卖吧

2023-12-22

$苹果(AAPL)$ 游戏新规则，利空苹果，渠道和抽佣手续费会减少，盈利能力就降低了

2023-12-21

$特斯拉(TSLA)$ 国内车企年底疯狂降价，卷死特斯拉，大家注意风险控制

2023-12-21

$Snap Inc(SNAP)$ 这几天不走，都得完蛋

2023-12-01

加油

全国首家叮咚奥莱店开业！有啥不一样？

2023-10-26

太丑了

昨晚小鹏亮了亮“武器库”，股市就嗨了

2023-08-02

$蔚来(NIO)$ 蔚来，今天解体爆炸了？

2023-08-01

亏了多少钱，没说，哈哈哈

小鹏汽车：7月共交付11008台，环比增长28%

2023-08-01

杀起来

特斯拉又又又降价，国内新能源瑟瑟发抖？

去老虎APP查看更多动态

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href=https://wallstreetcn.com/articles/3710294><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。A股节后延续企稳修复行情之际，外资对中国市场的热情持续升温，华尔街大行摩根士丹利、高盛此前双双发声，称看好全球资金回流中国股市，瑞银也对A股持积极态度……与此同时，2024年《政府工作报告》中提到今年GDP目标5%、通胀率目标3%、新质生产力……一系列表态使外资对中国股市的兴趣愈发浓厚。美银美林Winnie Wu...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710294\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3710294","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419554364","content_text":"外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。A股节后延续企稳修复行情之际，外资对中国市场的热情持续升温，华尔街大行摩根士丹利、高盛此前双双发声，称看好全球资金回流中国股市，瑞银也对A股持积极态度……与此同时，2024年《政府工作报告》中提到今年GDP目标5%、通胀率目标3%、新质生产力……一系列表态使外资对中国股市的兴趣愈发浓厚。美银美林Winnie 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src=\"https://inews.gtimg.com/om_bt/OMg1sLT4MRq06dDMbGktAQhaFSL37apvssYzArRJKE6bIAA/0\"/><p>△叮咚奥莱商品陈列。（图片由受访者提供）</p><p>从线上走到线下，叮咚买菜首家门店内都有哪些商品？据介绍，<strong>该门店面积约500平方米，SKU（最小存货单位）约1000个，覆盖蔬菜、水果、肉禽蛋、预制菜、现烤烘焙、零食饮料、水产等各个品类，并设有自助结账区</strong>。</p><p><strong>目前，叮咚奥莱还处在探索、试点阶段，只面向线下，没有配送服务</strong>，未来叮咚奥莱将在产品规格、产地等方面区别于线上，在做到价格优惠的同时，保证商品品质的差异化。</p><p>这家奥莱店的商品是否与叮咚买菜线上平台保持一致？据一位接近叮咚奥莱的内部人士透露，在目前首店的线下商品中，有一部分商品与线上商品重合，但线下的商品结构更偏向民生基础较强且在供应链方面有更大优化空间的商品，而线上则有更多丰富的、有特色的商品可供选择。<strong>目前首店整体直采商品占比为80%左右，未来还会根据折扣店供应链的成熟程度动态调整</strong>。</p><p>上述人士称，“叮咚奥莱”是基于叮咚买菜既有供应链与商品开发能力，正在探索的另一种触达消费者的社区超市形式，以销售生鲜民生商品为主，<strong>叮咚奥莱希望在做到价格优惠的同时，保证商品品质的差异化</strong>。</p><p>中国商报记者了解到，该店商品价格相对亲民，尤其是开业初期优惠力度较大，如1.5千克装的阿克苏苹果售价9.9元、400克装猪五花肉售价7.9元、950毫升的鲜牛奶7.9元等。此外，还有很多叮咚自有商品如预制菜、豆制品、面包等在售，如叮咚自有工厂生产的1升装醇豆浆售价为5.89元；一盒嫩豆腐的价格不超过1元；还有现烤整鸡、烤肠等，在开业首日受到消费者的青睐。</p><p>据悉，<strong>“叮咚奥莱”部分民生商品的包装趋于极简化，并采取较大规格包装，以此来降低商品链路成本，同时借助叮咚买菜既有的供应链规模和自有的生产能力，让价格和品质都回归“品价比”</strong>，加上这种在核心都市圈外的线下店形式，可以省去一部分运营与服务相关的费用，最终做到在保持商品品质和市场差异化的同时把价格“打下来”。</p><p>作者丨记者 贺阳</p><p>责任编辑丨李沫楠</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>全国首家叮咚奥莱店开业！有啥不一样？</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; 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class=\"title\">\n全国首家叮咚奥莱店开业！有啥不一样？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-30 17:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023113018024583bf7687&s=b><strong>中国商网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有细心的上海消费者发现，叮咚买菜开了家线下奥莱店。“1.5千克装的阿克苏苹果9.9元，400克装的猪五花肉7.9元，950毫升的鲜牛奶7.9元......”11月30日，中国商报记者了解到，生鲜电商叮咚买菜开出的首家社区超市——叮咚奥莱，近日在上海松江九里亭街道开业，超市售卖全品类货品，主打“低价”。△叮咚奥莱商品陈列。（图片由受访者提供）从线上走到线下，叮咚买菜首家门店内都有哪些商品？据介绍，该...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023113018024583bf7687&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4539":"次新股","BK4113":"食品零售","DDL":"叮咚买菜"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023113018024583bf7687&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2387932417","content_text":"有细心的上海消费者发现，叮咚买菜开了家线下奥莱店。“1.5千克装的阿克苏苹果9.9元，400克装的猪五花肉7.9元，950毫升的鲜牛奶7.9元......”11月30日，中国商报记者了解到，生鲜电商叮咚买菜开出的首家社区超市——叮咚奥莱，近日在上海松江九里亭街道开业，超市售卖全品类货品，主打“低价”。△叮咚奥莱商品陈列。（图片由受访者提供）从线上走到线下，叮咚买菜首家门店内都有哪些商品？据介绍，该门店面积约500平方米，SKU（最小存货单位）约1000个，覆盖蔬菜、水果、肉禽蛋、预制菜、现烤烘焙、零食饮料、水产等各个品类，并设有自助结账区。目前，叮咚奥莱还处在探索、试点阶段，只面向线下，没有配送服务，未来叮咚奥莱将在产品规格、产地等方面区别于线上，在做到价格优惠的同时，保证商品品质的差异化。这家奥莱店的商品是否与叮咚买菜线上平台保持一致？据一位接近叮咚奥莱的内部人士透露，在目前首店的线下商品中，有一部分商品与线上商品重合，但线下的商品结构更偏向民生基础较强且在供应链方面有更大优化空间的商品，而线上则有更多丰富的、有特色的商品可供选择。目前首店整体直采商品占比为80%左右，未来还会根据折扣店供应链的成熟程度动态调整。上述人士称，“叮咚奥莱”是基于叮咚买菜既有供应链与商品开发能力，正在探索的另一种触达消费者的社区超市形式，以销售生鲜民生商品为主，叮咚奥莱希望在做到价格优惠的同时，保证商品品质的差异化。中国商报记者了解到，该店商品价格相对亲民，尤其是开业初期优惠力度较大，如1.5千克装的阿克苏苹果售价9.9元、400克装猪五花肉售价7.9元、950毫升的鲜牛奶7.9元等。此外，还有很多叮咚自有商品如预制菜、豆制品、面包等在售，如叮咚自有工厂生产的1升装醇豆浆售价为5.89元；一盒嫩豆腐的价格不超过1元；还有现烤整鸡、烤肠等，在开业首日受到消费者的青睐。据悉，“叮咚奥莱”部分民生商品的包装趋于极简化，并采取较大规格包装，以此来降低商品链路成本，同时借助叮咚买菜既有的供应链规模和自有的生产能力，让价格和品质都回归“品价比”，加上这种在核心都市圈外的线下店形式，可以省去一部分运营与服务相关的费用，最终做到在保持商品品质和市场差异化的同时把价格“打下来”。作者丨记者 贺阳责任编辑丨李沫楠","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234473966469352,"gmtCreate":1698272498143,"gmtModify":1698272499443,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"太丑了","listText":"太丑了","text":"太丑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234473966469352","repostId":"1184656181","repostType":2,"repost":{"id":"1184656181","pubTimestamp":1698210607,"share":"https://www.laohu8.com/m/news/1184656181?lang=&edition=full","pubTime":"2023-10-25 13:10","market":"hk","language":"zh","title":"昨晚小鹏亮了亮“武器库”，股市就嗨了","url":"https://stock-news.laohu8.com/highlight/detail?id=1184656181","media":"极客公园","summary":"小鹏汽车公布了智驾和智舱方面的最新进展，发布了双足$机器人$和被誉为「陆地航母」的飞行汽车，以及备受关注的小鹏 X9 车型。小鹏 X9 的长度达到了 5.3 米，在狭长的舞台上两次展示了令人惊叹的掉头动作，现场观众都大呼意外。他表示，从去年的 1024 到今年，小鹏已经成功量产了 Xnet，并在北京、上海、广州、深圳和佛山等五个城市推出了智驾服务。据了解，飞行汽车主要分为一体式和分体式两种形式。","content":"<html><head></head><body><blockquote><p>小鹏是科技公司，也是汽车公司，但终究还是技术公司。</p></blockquote><p>未来的汽车会应用什么新技术？</p><p>这个话题适合何小鹏来回答。因为<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>一直给人的印象是埋头苦干的理工男，他们自嘲是「臭搞技术的」，也是最早举办科技日的车企之一。</p><p>10 月 24 日，第五届 1024 小鹏汽车科技日在小鹏汽车的广州黄埔工厂举行。与往常相似，这次科技日时间并不长，大约一个半小时，但内容紧凑而充实。<strong>小鹏汽车公布了智驾和智舱方面的最新进展，发布了双足<a href=\"https://laohu8.com/S/300024\">机器人</a>和被誉为「陆地航母」的飞行汽车，以及备受关注的小鹏 X9 车型</strong>。</p><p>小鹏汽车董事长、CEO 何小鹏现场表示，「过去经常听到软件定义汽车，今年我们提出 AI 定义汽车，两者差别在于软件是把人视角的规则变成软件，AI 是从机器视角把很多规则变成软件，未来会发生巨大的变化，下一个 5 年属于<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车的全新时代。」</p><p>发布会后，<strong>小鹏汽车的股价大涨 10.28%</strong>，达到 15.34 美元，总市值为 132.93 亿美元。</p><p><strong>01</strong></p><p><strong>新车 X9 亮相</strong></p><p>从 2019 年开始，小鹏汽车科技日每年举办一次，向大家展示自动驾驶、智能座舱、电动技术和机器人等领域的进展。</p><p>然而，在今年的科技日上，收获掌声最多的并非技术进展，<strong>而是作为「彩蛋」亮相的新车——小鹏 X9</strong>。</p><p>通常人们认为，MPV 在应对狭窄道路和弯道时不够灵活。可是，在科技日的现场，小鹏 X9 却给观众们带来了惊喜。</p><p>小鹏 X9 的长度达到了 5.3 米，在狭长的舞台上两次展示了令人惊叹的掉头动作，现场观众都大呼意外。</p><p>这背后是因为小鹏为 X9 全系标配了后轮转向功能，可以媲美奔驰 S、路虎揽胜、保时捷卡宴等百万级豪车的配置水准。小鹏希望将 X9 打造成一款既舒适又灵活的 MPV。</p><p>其实，早在 2023 年 5 月，小鹏汽车董事长何小鹏就透露，他们正在研发一款全新的 MPV 车型——小鹏 X9，专门面向年轻人市场。就在小鹏汽车科技日举办的前几天，小鹏官方还发布了 X9 的渲染图。</p><p>从现场来看，小鹏 X9 外形与官方发布的渲染图完全一致，<strong>摒弃了传统 MPV 的「方盒子」造型</strong>，采用了小鹏一贯的科技风，线条更加流畅，车头和尾部的轮廓显得更加动感。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cdf4970dd6221d35c84ab42ee882afd\" alt=\"小鹏 X9 | 小鹏汽车\" title=\"小鹏 X9 | 小鹏汽车\" tg-width=\"1080\" tg-height=\"729\"/><span>小鹏 X9 | 小鹏汽车</span></p><p>据工信部公告，小鹏 X9 的尺寸为 5293/1988/1785mm，轴距为 3160mm，不仅比小鹏的旗舰 SUV G9 要大，也比高端 MPV 标杆、丰田埃尔法更宽敞。而续航里程方面，X9 在 CLTC 标准下达到了 640 km/702km/610km。</p><p>除了外观，小鹏 X9 在动力补能、智能体系、整车智造等方面也有很大的突破。作为小鹏扶摇架构下的旗舰车型，小鹏 X9 将会承接扶摇架构的的核心技术，搭载全域 800V、前后一体式铝压铸、XNGP 等核心利器。</p><p>此外，<strong>它搭载了基于<a href=\"https://laohu8.com/S/QCOM\">高通</a> 8295 芯片的 XOS 5.0 天玑智能座舱系统，芯片工艺升级到了 5nm，算力达到了 30TOPS，是之前芯片的 8 倍</strong>。这使得 X9 可以支持分屏多任务、XDock 自定义屏幕高频需求、全场景车感 SR 全知视角，以及接入 XGPT 灵犀大模型的 AI 小 P 语音助手等功能。</p><p>当前，小鹏 X9 面临着许多竞争对手，其中理想 MEGA 是最受关注的。</p><p>据了解，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>计划在年底推出他们的首款纯电动 MPV 车型——理想 MEGA。这款车将采用 800V 的高压平台。从官方公布外观图片来看，MEGA 与小鹏 X9 完全不同，采用了光滑流线的「子弹头」造型。据了解，这款车将在 12 月进行发布，并于明年 2 月开始交付。</p><p>除此之外，岚图梦想家、极氪 009、腾势 D9、传祺 E9 等也是竞争对手。特别是腾势 D9 在上市数月内就实现了月销过万的壮举，一举超越了在中高端 MPV 市场深耕多年的众多燃油车型，成为仅次于别克 GL8 的热销中高端 MPV 车型。</p><p><strong>02</strong></p><p><strong>激战「智驾开城」</strong></p><p>小鹏汽车科技日的发布会上，除了备受瞩目的小鹏 X9 外，当然少不了一系列重要的技术发布。</p><p>在此次科技日之前，外界对几个看点特别关注：一个是自动驾驶的开城进度，另一个是小鹏汽车新任自动驾驶负责人李力耘的首次亮相，以及小鹏下一代技术和体系能力。</p><p>发布会一开始，何小鹏上台发表了开场演讲，首先谈到了智驾技术的进展。他表示，从去年的 1024 到今年，小鹏已经成功量产了 Xnet，并在北京、上海、广州、深圳和佛山等五个城市推出了智驾服务。「我们不喜欢通过网络小视频来吹嘘自己的技术，然后说自己遥遥领先，而是坚定地投入，用实力来证明自己的实力。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bb79cc79315401ad9f354f4fc6621b7\" alt=\"XNGP（城市导航辅助驾驶）开城规划 | 小鹏汽车\" title=\"XNGP（城市导航辅助驾驶）开城规划 | 小鹏汽车\" tg-width=\"1080\" tg-height=\"477\"/><span>XNGP（城市导航辅助驾驶）开城规划 | 小鹏汽车</span></p><p>随后，何小鹏介绍了 XNGP（城市导航辅助驾驶）的开城规划。根据计划，XNGP 将于 11 月底在 25 个城市开放，紧接着在 12 月底扩大至 50 个城市。这些城市包括长三角、珠三角、京津冀和中西部的一些核心城市，现场还详细列出了具体的开城名单。</p><p>与此同时，备受关注的 XNGP 无图和 AI 代驾技术也将在发布会当晚迅速展开首批测试，覆盖范围包括苏州、杭州等 20 个城市。</p><p>发布会上，何小鹏立下 flag：<strong>要挑战 2024 年内，实现 XNGP 在全国主要城市路网（含 1-4 级道路）全覆盖</strong>。同时，在 2024 年底将 NGP 技术拓展至欧洲市场。这也意味着小鹏智能驾驶即将进军欧洲，开辟下一个重要的竞争战场。</p><p>除了开城计划，小鹏在技术方面也有了重要的突破。去年的 1024 科技日上，小鹏推出了全新的感知架构——Xnet，它是智能驾驶 XNGP 的基石。今年，<strong>小鹏带来了 Xnet 的升级版——Xnet 2.0 深度视觉神经网络</strong>。</p><p>新的 Xnet 2.0 采用了大模型技术，并结合了业内最高精度的纯视觉占据网络。通过 Xnet 2.0，小鹏的智能驾驶系统的感知范围扩大了 200%，新增了 11 种感知类型，如清扫车、儿童、减速带和小动物等。这使得小鹏的智能驾驶系统更加智能化。</p><p>除了感知层面的升级，<strong>小鹏还推出了全新的智驾架构——XBrain，被视为小鹏汽车的大脑</strong>。XBrain 由深度视觉神经网络 XNet 2.0 和基于神经网络的规控 XPlanner 等模块构成。其中，XPlanner 是一套基于神经网络的规划和控制架构，可以融合分钟级别的时序，结合动态交通和静态环境感知信息，来像人类一样合理规划车辆的运动轨迹。</p><p>更关键的是，小鹏汽车还宣布，即 Max 和 Pro 版车型的智驾技术架构开始同源。这将使得 G6、G9 和 P7i 三款车型的 Pro 版本在 SR 及感知能力、高速 NGP 能力和 LCC 能力上都得到了显著提升。简言之，<strong>通过对架构和算法的优化，小鹏汽车能够进一步减少算力和传感器对智驾能力的影响</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4756d113eaa4e54be46d96863debbc11\" alt=\"分体式飞行汽车 | 小鹏汽车\" title=\"分体式飞行汽车 | 小鹏汽车\" tg-width=\"1080\" tg-height=\"608\"/><span>分体式飞行汽车 | 小鹏汽车</span></p><p>在汽车之外，小鹏一直在探索未来出行方式的更多种可能。据了解，飞行汽车主要分为一体式和分体式两种形式。其中，一体式飞行汽车采用了陆行/飞行双模式座舱，而分体式飞行汽车则由陆行体和飞行体组成。</p><p>在今年的 1024 发布会上，<strong>何小鹏判断第一款量产飞行汽车是分体飞行汽车，被称为「陆地航母」</strong>。这款车拥有出色的载重能力和越野性能，可容纳 4 至 5 人乘坐，飞行器部分则可容纳 2 人乘坐。它还配备了 270 度全景座舱，并能够实现自动分离和结合。</p><p>除了飞行汽车，近两年来小鹏还继续探索机器人领域。在过去的五年里，小鹏主要致力于四足机器人的研究。不过，在过去的五个月里，他们成功实现了双足机器人的稳定行走。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88cfba8bc4a670b7d23f2b54685a0707\" alt=\"小鹏自研双足机器人 PX5| 小鹏汽车\" title=\"小鹏自研双足机器人 PX5| 小鹏汽车\" tg-width=\"1080\" tg-height=\"718\"/><span>小鹏自研双足机器人 PX5| 小鹏汽车</span></p><p>本届 1024 发布会上，小鹏带来了全新自主研发的双足机器人——PX5。它具备了大步行走、直膝行走等多种能力，未来的目标是在各种负荷场景下实现 100 公里的行走而不摔倒。未来，双足机器人将开始在小鹏的生态体系中得到初步应用，包括工厂巡逻、门店销售等场景。</p><p><strong>03</strong></p><p><strong>不破不立</strong></p><p>过去的一年，对小鹏汽车而言，可以说是最艰难的时期。</p><p>2022 年 9 月 21 日，何小鹏在老款 G9 的发布会上充满信心地宣称：「小鹏 G9 在销量上有足够的信心，我们相信明年能够超过奥迪 Q5，实现一个月销售 1 万台的规模。」</p><p>然而，尽管老款 G9 的产品实力不错，但由于 SKU 过多、选装复杂等问题备受诟病。虽然小鹏紧急做出了一些调整，但仍难以扭转 G9 在市场上的困境。</p><p>这也对小鹏汽车的整体销量和业绩造成了拖累。2023 年上半年，小鹏汽车的营收为 91 亿元，较去年同期的 148.9 亿元减少了 38.9%。其中汽车销售收入为 79.4 亿元，同比减少了 43%，这主要是由于汽车交付量减少以及新能源汽车补贴终止所导致的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b62d13bc67141aa4f0d18e7d4300c14\" alt=\"何小鹏反思小鹏汽车存在的问题 | 小鹏汽车\" title=\"何小鹏反思小鹏汽车存在的问题 | 小鹏汽车\" tg-width=\"1080\" tg-height=\"604\"/><span>何小鹏反思小鹏汽车存在的问题 | 小鹏汽车</span></p><p>对此，小鹏汽车内部也进行了深刻的反思。在发布会上，何小鹏总结了产品、用户、价格、营销、渠道、组织和交付等六大问题。然而，最核心的问题在于人。</p><p>何小鹏此前表示：「我们从零开始创业，从一个核心团队发展到 2020 年大约有一千人，再到 2022 年的两万人规模，发展速度非常快，但也面临了许多问题。问题的根源无疑在于人。也许大家没有想到，在去年小鹏上市公司的财报中，只有两位高管留了下来，而其他 12 位高管都已经离职。」</p><p>从最近的情况来看，小鹏的调整已初见成效。在刚过去的 9 月，小鹏汽车共交付新车 15310 台，同比增长 81%；同时，2024 款小鹏 G9 正式上市并热销，新车售价 26.39 万-35.99 万元，上市 72 小时大定订单突破 8000。</p><p>经历了过去一年的煎熬和调整之后，小鹏以更大的野心重新出发。随着智能汽车下半场的竞争将转向智能化，软件将成为决定用户体验的关键因素。汽车行业正在从单纯的制造属性，过渡到消费属性加科技属性的阶段。小鹏正等来与自身共振的时代。</p></body></html>","source":"jkgy","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>昨晚小鹏亮了亮“武器库”，股市就嗨了</title>\n<style 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}\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昨晚小鹏亮了亮“武器库”，股市就嗨了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 13:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Xbzos-GAD2O7lz3LwWpQ7A><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏是科技公司，也是汽车公司，但终究还是技术公司。未来的汽车会应用什么新技术？这个话题适合何小鹏来回答。因为小鹏汽车一直给人的印象是埋头苦干的理工男，他们自嘲是「臭搞技术的」，也是最早举办科技日的车企之一。10 月 24 日，第五届 1024 小鹏汽车科技日在小鹏汽车的广州黄埔工厂举行。与往常相似，这次科技日时间并不长，大约一个半小时，但内容紧凑而充实。小鹏汽车公布了智驾和智舱方面的最新进展，发布...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Xbzos-GAD2O7lz3LwWpQ7A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5cdf4970dd6221d35c84ab42ee882afd","relate_stocks":{"BK1539":"汽车股","BK4551":"寇图资本持仓","BK1575":"同股不同权","09868":"小鹏汽车-W","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","BK4555":"新能源车","BK4526":"热门中概股","BK1119":"汽车制造商","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","XPEV":"小鹏汽车","BK4099":"汽车制造商","BK1588":"回港中概股"},"source_url":"https://mp.weixin.qq.com/s/Xbzos-GAD2O7lz3LwWpQ7A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184656181","content_text":"小鹏是科技公司，也是汽车公司，但终究还是技术公司。未来的汽车会应用什么新技术？这个话题适合何小鹏来回答。因为小鹏汽车一直给人的印象是埋头苦干的理工男，他们自嘲是「臭搞技术的」，也是最早举办科技日的车企之一。10 月 24 日，第五届 1024 小鹏汽车科技日在小鹏汽车的广州黄埔工厂举行。与往常相似，这次科技日时间并不长，大约一个半小时，但内容紧凑而充实。小鹏汽车公布了智驾和智舱方面的最新进展，发布了双足机器人和被誉为「陆地航母」的飞行汽车，以及备受关注的小鹏 X9 车型。小鹏汽车董事长、CEO 何小鹏现场表示，「过去经常听到软件定义汽车，今年我们提出 AI 定义汽车，两者差别在于软件是把人视角的规则变成软件，AI 是从机器视角把很多规则变成软件，未来会发生巨大的变化，下一个 5 年属于智能汽车的全新时代。」发布会后，小鹏汽车的股价大涨 10.28%，达到 15.34 美元，总市值为 132.93 亿美元。01新车 X9 亮相从 2019 年开始，小鹏汽车科技日每年举办一次，向大家展示自动驾驶、智能座舱、电动技术和机器人等领域的进展。然而，在今年的科技日上，收获掌声最多的并非技术进展，而是作为「彩蛋」亮相的新车——小鹏 X9。通常人们认为，MPV 在应对狭窄道路和弯道时不够灵活。可是，在科技日的现场，小鹏 X9 却给观众们带来了惊喜。小鹏 X9 的长度达到了 5.3 米，在狭长的舞台上两次展示了令人惊叹的掉头动作，现场观众都大呼意外。这背后是因为小鹏为 X9 全系标配了后轮转向功能，可以媲美奔驰 S、路虎揽胜、保时捷卡宴等百万级豪车的配置水准。小鹏希望将 X9 打造成一款既舒适又灵活的 MPV。其实，早在 2023 年 5 月，小鹏汽车董事长何小鹏就透露，他们正在研发一款全新的 MPV 车型——小鹏 X9，专门面向年轻人市场。就在小鹏汽车科技日举办的前几天，小鹏官方还发布了 X9 的渲染图。从现场来看，小鹏 X9 外形与官方发布的渲染图完全一致，摒弃了传统 MPV 的「方盒子」造型，采用了小鹏一贯的科技风，线条更加流畅，车头和尾部的轮廓显得更加动感。小鹏 X9 | 小鹏汽车据工信部公告，小鹏 X9 的尺寸为 5293/1988/1785mm，轴距为 3160mm，不仅比小鹏的旗舰 SUV G9 要大，也比高端 MPV 标杆、丰田埃尔法更宽敞。而续航里程方面，X9 在 CLTC 标准下达到了 640 km/702km/610km。除了外观，小鹏 X9 在动力补能、智能体系、整车智造等方面也有很大的突破。作为小鹏扶摇架构下的旗舰车型，小鹏 X9 将会承接扶摇架构的的核心技术，搭载全域 800V、前后一体式铝压铸、XNGP 等核心利器。此外，它搭载了基于高通 8295 芯片的 XOS 5.0 天玑智能座舱系统，芯片工艺升级到了 5nm，算力达到了 30TOPS，是之前芯片的 8 倍。这使得 X9 可以支持分屏多任务、XDock 自定义屏幕高频需求、全场景车感 SR 全知视角，以及接入 XGPT 灵犀大模型的 AI 小 P 语音助手等功能。当前，小鹏 X9 面临着许多竞争对手，其中理想 MEGA 是最受关注的。据了解，理想汽车计划在年底推出他们的首款纯电动 MPV 车型——理想 MEGA。这款车将采用 800V 的高压平台。从官方公布外观图片来看，MEGA 与小鹏 X9 完全不同，采用了光滑流线的「子弹头」造型。据了解，这款车将在 12 月进行发布，并于明年 2 月开始交付。除此之外，岚图梦想家、极氪 009、腾势 D9、传祺 E9 等也是竞争对手。特别是腾势 D9 在上市数月内就实现了月销过万的壮举，一举超越了在中高端 MPV 市场深耕多年的众多燃油车型，成为仅次于别克 GL8 的热销中高端 MPV 车型。02激战「智驾开城」小鹏汽车科技日的发布会上，除了备受瞩目的小鹏 X9 外，当然少不了一系列重要的技术发布。在此次科技日之前，外界对几个看点特别关注：一个是自动驾驶的开城进度，另一个是小鹏汽车新任自动驾驶负责人李力耘的首次亮相，以及小鹏下一代技术和体系能力。发布会一开始，何小鹏上台发表了开场演讲，首先谈到了智驾技术的进展。他表示，从去年的 1024 到今年，小鹏已经成功量产了 Xnet，并在北京、上海、广州、深圳和佛山等五个城市推出了智驾服务。「我们不喜欢通过网络小视频来吹嘘自己的技术，然后说自己遥遥领先，而是坚定地投入，用实力来证明自己的实力。」XNGP（城市导航辅助驾驶）开城规划 | 小鹏汽车随后，何小鹏介绍了 XNGP（城市导航辅助驾驶）的开城规划。根据计划，XNGP 将于 11 月底在 25 个城市开放，紧接着在 12 月底扩大至 50 个城市。这些城市包括长三角、珠三角、京津冀和中西部的一些核心城市，现场还详细列出了具体的开城名单。与此同时，备受关注的 XNGP 无图和 AI 代驾技术也将在发布会当晚迅速展开首批测试，覆盖范围包括苏州、杭州等 20 个城市。发布会上，何小鹏立下 flag：要挑战 2024 年内，实现 XNGP 在全国主要城市路网（含 1-4 级道路）全覆盖。同时，在 2024 年底将 NGP 技术拓展至欧洲市场。这也意味着小鹏智能驾驶即将进军欧洲，开辟下一个重要的竞争战场。除了开城计划，小鹏在技术方面也有了重要的突破。去年的 1024 科技日上，小鹏推出了全新的感知架构——Xnet，它是智能驾驶 XNGP 的基石。今年，小鹏带来了 Xnet 的升级版——Xnet 2.0 深度视觉神经网络。新的 Xnet 2.0 采用了大模型技术，并结合了业内最高精度的纯视觉占据网络。通过 Xnet 2.0，小鹏的智能驾驶系统的感知范围扩大了 200%，新增了 11 种感知类型，如清扫车、儿童、减速带和小动物等。这使得小鹏的智能驾驶系统更加智能化。除了感知层面的升级，小鹏还推出了全新的智驾架构——XBrain，被视为小鹏汽车的大脑。XBrain 由深度视觉神经网络 XNet 2.0 和基于神经网络的规控 XPlanner 等模块构成。其中，XPlanner 是一套基于神经网络的规划和控制架构，可以融合分钟级别的时序，结合动态交通和静态环境感知信息，来像人类一样合理规划车辆的运动轨迹。更关键的是，小鹏汽车还宣布，即 Max 和 Pro 版车型的智驾技术架构开始同源。这将使得 G6、G9 和 P7i 三款车型的 Pro 版本在 SR 及感知能力、高速 NGP 能力和 LCC 能力上都得到了显著提升。简言之，通过对架构和算法的优化，小鹏汽车能够进一步减少算力和传感器对智驾能力的影响。分体式飞行汽车 | 小鹏汽车在汽车之外，小鹏一直在探索未来出行方式的更多种可能。据了解，飞行汽车主要分为一体式和分体式两种形式。其中，一体式飞行汽车采用了陆行/飞行双模式座舱，而分体式飞行汽车则由陆行体和飞行体组成。在今年的 1024 发布会上，何小鹏判断第一款量产飞行汽车是分体飞行汽车，被称为「陆地航母」。这款车拥有出色的载重能力和越野性能，可容纳 4 至 5 人乘坐，飞行器部分则可容纳 2 人乘坐。它还配备了 270 度全景座舱，并能够实现自动分离和结合。除了飞行汽车，近两年来小鹏还继续探索机器人领域。在过去的五年里，小鹏主要致力于四足机器人的研究。不过，在过去的五个月里，他们成功实现了双足机器人的稳定行走。小鹏自研双足机器人 PX5| 小鹏汽车本届 1024 发布会上，小鹏带来了全新自主研发的双足机器人——PX5。它具备了大步行走、直膝行走等多种能力，未来的目标是在各种负荷场景下实现 100 公里的行走而不摔倒。未来，双足机器人将开始在小鹏的生态体系中得到初步应用，包括工厂巡逻、门店销售等场景。03不破不立过去的一年，对小鹏汽车而言，可以说是最艰难的时期。2022 年 9 月 21 日，何小鹏在老款 G9 的发布会上充满信心地宣称：「小鹏 G9 在销量上有足够的信心，我们相信明年能够超过奥迪 Q5，实现一个月销售 1 万台的规模。」然而，尽管老款 G9 的产品实力不错，但由于 SKU 过多、选装复杂等问题备受诟病。虽然小鹏紧急做出了一些调整，但仍难以扭转 G9 在市场上的困境。这也对小鹏汽车的整体销量和业绩造成了拖累。2023 年上半年，小鹏汽车的营收为 91 亿元，较去年同期的 148.9 亿元减少了 38.9%。其中汽车销售收入为 79.4 亿元，同比减少了 43%，这主要是由于汽车交付量减少以及新能源汽车补贴终止所导致的。何小鹏反思小鹏汽车存在的问题 | 小鹏汽车对此，小鹏汽车内部也进行了深刻的反思。在发布会上，何小鹏总结了产品、用户、价格、营销、渠道、组织和交付等六大问题。然而，最核心的问题在于人。何小鹏此前表示：「我们从零开始创业，从一个核心团队发展到 2020 年大约有一千人，再到 2022 年的两万人规模，发展速度非常快，但也面临了许多问题。问题的根源无疑在于人。也许大家没有想到，在去年小鹏上市公司的财报中，只有两位高管留了下来，而其他 12 位高管都已经离职。」从最近的情况来看，小鹏的调整已初见成效。在刚过去的 9 月，小鹏汽车共交付新车 15310 台，同比增长 81%；同时，2024 款小鹏 G9 正式上市并热销，新车售价 26.39 万-35.99 万元，上市 72 小时大定订单突破 8000。经历了过去一年的煎熬和调整之后，小鹏以更大的野心重新出发。随着智能汽车下半场的竞争将转向智能化，软件将成为决定用户体验的关键因素。汽车行业正在从单纯的制造属性，过渡到消费属性加科技属性的阶段。小鹏正等来与自身共振的时代。","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204300452823312,"gmtCreate":1690909445400,"gmtModify":1690909447319,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来，今天解体爆炸了？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来，今天解体爆炸了？","text":"$蔚来(NIO)$ 蔚来，今天解体爆炸了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204300452823312","isVote":1,"tweetType":1,"viewCount":1250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554757421382782","authorId":"3554757421382782","name":"进灬宝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1},"content":"是的，利好出尽，销量其实都被预先消化提前涨了，现在又出了个解体事故，不知接下来能否扛得住","text":"是的，利好出尽，销量其实都被预先消化提前涨了，现在又出了个解体事故，不知接下来能否扛得住","html":"是的，利好出尽，销量其实都被预先消化提前涨了，现在又出了个解体事故，不知接下来能否扛得住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204220351991816,"gmtCreate":1690880792619,"gmtModify":1690880794057,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"亏了多少钱，没说，哈哈哈","listText":"亏了多少钱，没说，哈哈哈","text":"亏了多少钱，没说，哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204220351991816","repostId":"1121691583","repostType":2,"repost":{"id":"1121691583","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690880472,"share":"https://www.laohu8.com/m/news/1121691583?lang=&edition=full","pubTime":"2023-08-01 17:01","market":"hk","language":"zh","title":"小鹏汽车：7月共交付11008台，环比增长28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121691583","media":"老虎资讯综合","summary":"$小鹏汽车(XPEV)$：7月共交付11008台新车，环比增长28%。","content":"<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布最新交付成绩。2023年7月小鹏汽车共交付新车11,008台，环比增长28%，连续六个月实现正增长，重新迈入万辆交付<a href=\"https://laohu8.com/S/002219\">新里程</a>。小鹏G6实现上市即交付，从7月中至7月底，G6已在全国110座城市启动规模交付，7月累计交付超3,900台。同时，G6热销带了动小鹏进店客流量激增，进一步提升了消费者对小鹏旗下其他车型及其搭载的先进智能化技术的关注。目前，我们正积极爬升G6的供应产能，工厂开启满负荷生产模式，并增加专项物流确保车辆到店速度，全力将爱车加速交付给鹏友们。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ff67c9c0231f85c3c015cbb1da7d59\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2339\"/></p><p>7月26日，小鹏汽车官宣与大众汽车集团达成长期战略合作伙伴关系。在战略技术合作方面，小鹏汽车和大众汽车集团将发挥各自优势，基于小鹏汽车的G9车型平台、智能座舱以及高阶辅助驾驶系统软件，共同开发两款大众汽车品牌B级电动汽车。同时，小鹏汽车将以每ADS(*) 15美元的价格向大众汽车集团发行约占交易完成后4.99%的A类普通股，总值约7亿美元。未来，双方将在电动车平台、软件技术和供应链等多个领域进一步探索长期合作机会。此次小鹏汽车和大众集团的合作将创造协同效应，双方将从供应链成本优化、新车型开发、新技术应用等层面实现利益共创，共同迈向高质量发展新阶段。</p><p>小鹏汽车美股盘前走高，现涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df98fede5ac0d7510ea7e942612c4933\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车：7月共交付11008台，环比增长28%</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小鹏汽车：7月共交付11008台，环比增长28%\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\">2023-08-01 17:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布最新交付成绩。2023年7月小鹏汽车共交付新车11,008台，环比增长28%，连续六个月实现正增长，重新迈入万辆交付<a href=\"https://laohu8.com/S/002219\">新里程</a>。小鹏G6实现上市即交付，从7月中至7月底，G6已在全国110座城市启动规模交付，7月累计交付超3,900台。同时，G6热销带了动小鹏进店客流量激增，进一步提升了消费者对小鹏旗下其他车型及其搭载的先进智能化技术的关注。目前，我们正积极爬升G6的供应产能，工厂开启满负荷生产模式，并增加专项物流确保车辆到店速度，全力将爱车加速交付给鹏友们。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48ff67c9c0231f85c3c015cbb1da7d59\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"2339\"/></p><p>7月26日，小鹏汽车官宣与大众汽车集团达成长期战略合作伙伴关系。在战略技术合作方面，小鹏汽车和大众汽车集团将发挥各自优势，基于小鹏汽车的G9车型平台、智能座舱以及高阶辅助驾驶系统软件，共同开发两款大众汽车品牌B级电动汽车。同时，小鹏汽车将以每ADS(*) 15美元的价格向大众汽车集团发行约占交易完成后4.99%的A类普通股，总值约7亿美元。未来，双方将在电动车平台、软件技术和供应链等多个领域进一步探索长期合作机会。此次小鹏汽车和大众集团的合作将创造协同效应，双方将从供应链成本优化、新车型开发、新技术应用等层面实现利益共创，共同迈向高质量发展新阶段。</p><p>小鹏汽车美股盘前走高，现涨近2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df98fede5ac0d7510ea7e942612c4933\" title=\"\" tg-width=\"858\" tg-height=\"833\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"BK4551":"寇图资本持仓","XPEV":"小鹏汽车","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","BK4505":"高瓴资本持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4555":"新能源车","BK1119":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1587":"次新股","BK1539":"汽车股","BK4099":"汽车制造商","BK1575":"同股不同权"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121691583","content_text":"8月1日，小鹏汽车公布最新交付成绩。2023年7月小鹏汽车共交付新车11,008台，环比增长28%，连续六个月实现正增长，重新迈入万辆交付新里程。小鹏G6实现上市即交付，从7月中至7月底，G6已在全国110座城市启动规模交付，7月累计交付超3,900台。同时，G6热销带了动小鹏进店客流量激增，进一步提升了消费者对小鹏旗下其他车型及其搭载的先进智能化技术的关注。目前，我们正积极爬升G6的供应产能，工厂开启满负荷生产模式，并增加专项物流确保车辆到店速度，全力将爱车加速交付给鹏友们。7月26日，小鹏汽车官宣与大众汽车集团达成长期战略合作伙伴关系。在战略技术合作方面，小鹏汽车和大众汽车集团将发挥各自优势，基于小鹏汽车的G9车型平台、智能座舱以及高阶辅助驾驶系统软件，共同开发两款大众汽车品牌B级电动汽车。同时，小鹏汽车将以每ADS(*) 15美元的价格向大众汽车集团发行约占交易完成后4.99%的A类普通股，总值约7亿美元。未来，双方将在电动车平台、软件技术和供应链等多个领域进一步探索长期合作机会。此次小鹏汽车和大众集团的合作将创造协同效应，双方将从供应链成本优化、新车型开发、新技术应用等层面实现利益共创，共同迈向高质量发展新阶段。小鹏汽车美股盘前走高，现涨近2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204211581870352,"gmtCreate":1690878744200,"gmtModify":1690879333444,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"杀起来","listText":"杀起来","text":"杀起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204211581870352","repostId":"2355198074","repostType":2,"repost":{"id":"2355198074","pubTimestamp":1690809266,"share":"https://www.laohu8.com/m/news/2355198074?lang=&edition=full","pubTime":"2023-07-31 21:14","market":"us","language":"zh","title":"特斯拉又又又降价，国内新能源瑟瑟发抖？","url":"https://stock-news.laohu8.com/highlight/detail?id=2355198074","media":"鞭牛士","summary":"特斯拉宣布又要降价了。要知道今年特斯拉已经多次降价。而特斯拉的每一次降价对国内新能源来说都可谓降维打击。对于特斯拉来说，降价换市场不过是牺牲了部分的利润换取销量增长，但对于目前国内仍处于亏损的造车新势力来说，无疑压力倍增。“特斯拉再次降价了，估计内地马上跟进了，国内新能源汽车的利润压力更大了”，自媒体人一雪感慨道。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O8DcFJ2Gn8Br2gTQMwRw7O0exyftY6P-4h7lJ2VGAjN88AA/0\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布又要降价了。</p><p>据香港经济日报报道，特斯拉旗下Model3、Model Y多款型号在中国香港将于8月4日再次降价，部分车型的降价幅度高达11.9%。</p><img src=\"https://inews.gtimg.com/om_bt/OHNPehiPa64xxaFrIPCw5pIfkdINVwQmTuZ_fGHpyb9DgAA/0\"/><p>可以看到，特斯拉Model 3后驱标准版原价34.12万港元，最新售价为32.08万港元（约合29.38万元人民币），降幅为5.98%；长续航版降幅8.71%，最新售价为36.47万港元（约合33.41万元人民币）；高性能版降幅11.91%，最新售价为38.78万港元（约合人民币35.52万元）。</p><p>特斯拉Model Y后驱标准版降价5.99%，最新售价为34.51万港元（约合31.61万元人民币）；长续航版降幅11.65%，最新售价为40.61万港元（约合37.20万元人民币）；高性能版降幅11.34%，最新售价43.19万港元（约合39.56万元人民币）。</p><p>虽然是香港地区的降价，但还是引发不少人做出内地也即将降价的猜测。</p><p>汽车博主@AlexCui聊车称，香港地区因为基本盘比较小，月销量在600辆左右，一般都是率先进行降价的，其降价带来的影响又可以进一步输入参数给到特斯拉的价格模型。</p><p>他猜测内地Model 3有可能下降1-1.5万，Model Y可能会少一点在0.8-1.2万区间。</p><p>@卞亮Luc称，针对的车型，大家可以稍微参考一下。毕竟下半年，还有好几个月，谁也说不准。</p><p>@皆电电哥认为虽然在Q2财报会议上，马斯克已经预告：如果经济继续动荡下行，特斯拉将不得不继续降价。但另一种可能，旧款的提前降价，预示着新款的即将到来，加前段时间特斯拉FSD限时转移政策上线，想必Model 3的换代也不远了。</p><p>要知道今年特斯拉已经多次降价。</p><p>1 月，国产Model 3 / Y 大幅降价，Model 3 降至 22.99 万元起，Model Y 降至25.99万元起；</p><p>4 月，特斯拉在全球范围内再次降价，涉及车型为 Model 3 / Y；</p><p>7 月，特斯拉中国官网显示，Model X / S的价格将降低 3.5 至 4.5 万元，Model S将降至 77.39 万元起，Model X 将降至 98.89 万元起。</p><p>而特斯拉的每一次降价对国内新能源来说都可谓降维打击。</p><p>此前特斯拉的降价掀起一轮国内新能源降价潮，问界、小鹏、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和零跑等无奈跟进降价，甚至还波及到燃油车市场。</p><p>对于特斯拉来说，降价换市场不过是牺牲了部分的利润换取销量增长，但对于目前国内仍处于亏损的造车新势力来说，无疑压力倍增。</p><p>“特斯拉再次降价了，估计内地马上跟进了，国内新能源汽车的利润压力更大了”，自媒体人一雪感慨道。</p><p>如果内地再次降价，内地新能源厂商会再次跟进吗？</p><p>此内容为鞭牛士原创，未经授权不得转载</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>特斯拉又又又降价，国内新能源瑟瑟发抖？</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特斯拉又又又降价，国内新能源瑟瑟发抖？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 21:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230731211823825e6887&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉宣布又要降价了。据香港经济日报报道，特斯拉旗下Model3、Model Y多款型号在中国香港将于8月4日再次降价，部分车型的降价幅度高达11.9%。可以看到，特斯拉Model 3后驱标准版原价34.12万港元，最新售价为32.08万港元（约合29.38万元人民币），降幅为5.98%；长续航版降幅8.71%，最新售价为36.47万港元（约合33.41万元人民币）；高性能版降幅11.91%，最新...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230731211823825e6887&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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3后驱标准版原价34.12万港元，最新售价为32.08万港元（约合29.38万元人民币），降幅为5.98%；长续航版降幅8.71%，最新售价为36.47万港元（约合33.41万元人民币）；高性能版降幅11.91%，最新售价为38.78万港元（约合人民币35.52万元）。特斯拉Model Y后驱标准版降价5.99%，最新售价为34.51万港元（约合31.61万元人民币）；长续航版降幅11.65%，最新售价为40.61万港元（约合37.20万元人民币）；高性能版降幅11.34%，最新售价43.19万港元（约合39.56万元人民币）。虽然是香港地区的降价，但还是引发不少人做出内地也即将降价的猜测。汽车博主@AlexCui聊车称，香港地区因为基本盘比较小，月销量在600辆左右，一般都是率先进行降价的，其降价带来的影响又可以进一步输入参数给到特斯拉的价格模型。他猜测内地Model 3有可能下降1-1.5万，Model Y可能会少一点在0.8-1.2万区间。@卞亮Luc称，针对的车型，大家可以稍微参考一下。毕竟下半年，还有好几个月，谁也说不准。@皆电电哥认为虽然在Q2财报会议上，马斯克已经预告：如果经济继续动荡下行，特斯拉将不得不继续降价。但另一种可能，旧款的提前降价，预示着新款的即将到来，加前段时间特斯拉FSD限时转移政策上线，想必Model 3的换代也不远了。要知道今年特斯拉已经多次降价。1 月，国产Model 3 / Y 大幅降价，Model 3 降至 22.99 万元起，Model Y 降至25.99万元起；4 月，特斯拉在全球范围内再次降价，涉及车型为 Model 3 / Y；7 月，特斯拉中国官网显示，Model X / S的价格将降低 3.5 至 4.5 万元，Model S将降至 77.39 万元起，Model X 将降至 98.89 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这是什么垃圾？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276827387638056","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653141772,"gmtCreate":1680682222197,"gmtModify":1680682242094,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"周二凌晨，Cash App的创始人， $Block(SQ)$ 的前CTO Bob Lee在旧金山市中心附近被刺杀身亡。现年43岁的Lee是旧金山加密货币初创公司MobileCoin的首席产品官。","listText":"周二凌晨，Cash App的创始人， $Block(SQ)$ 的前CTO Bob Lee在旧金山市中心附近被刺杀身亡。现年43岁的Lee是旧金山加密货币初创公司MobileCoin的首席产品官。","text":"周二凌晨，Cash App的创始人， $Block(SQ)$ 的前CTO Bob Lee在旧金山市中心附近被刺杀身亡。现年43岁的Lee是旧金山加密货币初创公司MobileCoin的首席产品官。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653141772","repostId":"2324582407","repostType":2,"repost":{"id":"2324582407","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1002821290","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1680589713,"share":"https://www.laohu8.com/m/news/2324582407?lang=&edition=full","pubTime":"2023-04-04 14:28","market":"us","language":"zh","title":"【券商聚焦】摩根大通分析师：Block(SQ)就做空的回应“有助于重新引导对话” 重申增持评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2324582407","media":"凤凰网港股","summary":"摩根大通(JPM)分析师Tien-tsin Huang指出，Block(SQ)回应了投资者在空头报告后提出的问题，并认为该公司“做得很好”，解决了围绕衡量和验证Cash App活跃用户的交易、平台上的欺诈和非法活动的数量以及他们在合规方面的投资水平等问题。Huang告诉投资者，在空头报告发布当天，该股收盘下跌15%，但此后恢复了当天跌幅的60%左右，在目前的水平上是有吸引力的。该分析师重申了对Block的增持评级，认为其回应应该“有助于重新引导对话”，回到围绕Block强大的运营杠杆潜力和溢价增长的核心论点。","content":"<html><body><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JPM)分析师Tien-tsin Huang指出，<a href=\"https://laohu8.com/S/SQ\">Block</a>(SQ)回应了投资者在空头报告后提出的问题，并认为该公司“做得很好”，解决了围绕衡量和验证Cash App活跃用户的交易、平台上的欺诈和非法活动的数量以及他们在合规方面的投资水平等问题。Huang告诉投资者，在空头报告发布当天，该股收盘下跌15%，但此后恢复了当天跌幅的60%左右，在目前的水平上是有吸引力的。该分析师重申了对Block的增持评级，认为其回应应该“有助于重新引导对话”，回到围绕Block强大的运营杠杆潜力和溢价增长的核心论点。</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>【券商聚焦】摩根大通分析师：Block(SQ)就做空的回应“有助于重新引导对话” 重申增持评级</title>\n<style 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href=\"https://laohu8.com/S/JPM\">摩根大通</a>(JPM)分析师Tien-tsin Huang指出，<a href=\"https://laohu8.com/S/SQ\">Block</a>(SQ)回应了投资者在空头报告后提出的问题，并认为该公司“做得很好”，解决了围绕衡量和验证Cash App活跃用户的交易、平台上的欺诈和非法活动的数量以及他们在合规方面的投资水平等问题。Huang告诉投资者，在空头报告发布当天，该股收盘下跌15%，但此后恢复了当天跌幅的60%左右，在目前的水平上是有吸引力的。该分析师重申了对Block的增持评级，认为其回应应该“有助于重新引导对话”，回到围绕Block强大的运营杠杆潜力和溢价增长的核心论点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SQ":"Block"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=957632f86c9ae92ccc8941416641fbb7","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324582407","content_text":"摩根大通(JPM)分析师Tien-tsin Huang指出，Block(SQ)回应了投资者在空头报告后提出的问题，并认为该公司“做得很好”，解决了围绕衡量和验证Cash App活跃用户的交易、平台上的欺诈和非法活动的数量以及他们在合规方面的投资水平等问题。Huang告诉投资者，在空头报告发布当天，该股收盘下跌15%，但此后恢复了当天跌幅的60%左右，在目前的水平上是有吸引力的。该分析师重申了对Block的增持评级，认为其回应应该“有助于重新引导对话”，回到围绕Block强大的运营杠杆潜力和溢价增长的核心论点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283929317834872,"gmtCreate":1710335137203,"gmtModify":1710335139522,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"腾讯","listText":"腾讯","text":"腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283929317834872","repostId":"2419554364","repostType":4,"repost":{"id":"2419554364","pubTimestamp":1710297304,"share":"https://www.laohu8.com/m/news/2419554364?lang=&edition=full","pubTime":"2024-03-13 10:35","market":"hk","language":"zh","title":"外资转向？美银美林：美国机构“更关心”中国股市了","url":"https://stock-news.laohu8.com/highlight/detail?id=2419554364","media":"华尔街见闻","summary":"外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。","content":"<html><head></head><body><blockquote><p>外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。</p></blockquote><p style=\"text-align: justify;\">A股节后延续企稳修复行情之际，外资对中国市场的热情持续升温，华尔街大行摩根士丹利、高盛此前双双发声，称看好全球资金回流中国股市，瑞银也对A股持积极态度……</p><p style=\"text-align: justify;\">与此同时，2024年《政府工作报告》中提到今年GDP目标5%、通胀率目标3%、新质生产力……一系列表态使外资对中国股市的兴趣愈发浓厚。</p><p style=\"text-align: justify;\">美银美林Winnie Wu策略师团队本周稍早前发布指出，<strong>美国投资机构预计中国经济将获得更多的政策支持，但好奇怎样才能在没有更多具体刺激措施的情况下实现增长目标。一些投资者更关心房地产市场的调整、物价的运行态势以及其对企业盈利的影响。</strong></p><p style=\"text-align: justify;\">报告还列出了美国投资者最感兴趣的几个领域，包括<strong>国有企业改革、AI、消费</strong>等等。</p><p><strong>外资对国企改革出现分歧</strong></p><p style=\"text-align: justify;\">美银美林称，美国投资者对其近期发布的中国国有企业改革报告的评论出现了两极分化。</p><blockquote><p style=\"text-align: justify;\">一些投资者表示不看好国有企业，一些新兴市场基金态度更为积极，尤其认可国有企业超预期的表现，以及类似于日本和韩国实施 “估值提升计划”。部分投资者已经持有国有银行的股份，并考虑增加投资。</p></blockquote><p style=\"text-align: justify;\">实际上许多华尔街大行都看好国有企业改革，其中，瑞银尤其看好“中特估”，预计A股将继续“乘势而上”，高盛则表示，注重估值和股东回报提升的公司治理改革或将有利于吸引外资，维持对A股的高配评级。</p><p><strong>外资看好中国AI</strong></p><p style=\"text-align: justify;\">美国投资者对中国AI企业表现出了浓厚的兴趣。</p><p style=\"text-align: justify;\">美银美林在报告中写道：</p><blockquote><p style=\"text-align: justify;\">尽管许多提供AI产品/解决方案的企业遭到制裁且SAAS公司普遍盈利能力较弱，但他们主要对硬件供应商和互联网巨头保持高度关注。</p><p style=\"text-align: justify;\">我们的分析师更推荐专注特定垂直领域的公司，而非广泛的大型互联网平台。</p></blockquote><p><strong>高品质消费品牌受到青睐</strong></p><p style=\"text-align: justify;\">美银美林指出，高品质消费品牌（如酒类、餐厅、啤酒等）是一些投资机构在中国的关注焦点。</p><blockquote><p style=\"text-align: justify;\">他们相信中产阶级的消费需求（如国内旅游）仍然强劲，并倾向于投资于具有较低国家服务风险和地缘政治紧张局势风险的消费领域。</p></blockquote></body></html>","source":"wallstreetcn_hot_news","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>外资转向？美银美林：美国机构“更关心”中国股市了</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{ 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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外资转向？美银美林：美国机构“更关心”中国股市了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3710294><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。A股节后延续企稳修复行情之际，外资对中国市场的热情持续升温，华尔街大行摩根士丹利、高盛此前双双发声，称看好全球资金回流中国股市，瑞银也对A股持积极态度……与此同时，2024年《政府工作报告》中提到今年GDP目标5%、通胀率目标3%、新质生产力……一系列表态使外资对中国股市的兴趣愈发浓厚。美银美林Winnie Wu...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3710294\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://wallstreetcn.com/articles/3710294","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419554364","content_text":"外资最感兴趣的领域包括房地产市场、物价运行态势、国有企业改革、人工智能、消费等等。A股节后延续企稳修复行情之际，外资对中国市场的热情持续升温，华尔街大行摩根士丹利、高盛此前双双发声，称看好全球资金回流中国股市，瑞银也对A股持积极态度……与此同时，2024年《政府工作报告》中提到今年GDP目标5%、通胀率目标3%、新质生产力……一系列表态使外资对中国股市的兴趣愈发浓厚。美银美林Winnie Wu策略师团队本周稍早前发布指出，美国投资机构预计中国经济将获得更多的政策支持，但好奇怎样才能在没有更多具体刺激措施的情况下实现增长目标。一些投资者更关心房地产市场的调整、物价的运行态势以及其对企业盈利的影响。报告还列出了美国投资者最感兴趣的几个领域，包括国有企业改革、AI、消费等等。外资对国企改革出现分歧美银美林称，美国投资者对其近期发布的中国国有企业改革报告的评论出现了两极分化。一些投资者表示不看好国有企业，一些新兴市场基金态度更为积极，尤其认可国有企业超预期的表现，以及类似于日本和韩国实施 “估值提升计划”。部分投资者已经持有国有银行的股份，并考虑增加投资。实际上许多华尔街大行都看好国有企业改革，其中，瑞银尤其看好“中特估”，预计A股将继续“乘势而上”，高盛则表示，注重估值和股东回报提升的公司治理改革或将有利于吸引外资，维持对A股的高配评级。外资看好中国AI美国投资者对中国AI企业表现出了浓厚的兴趣。美银美林在报告中写道：尽管许多提供AI产品/解决方案的企业遭到制裁且SAAS公司普遍盈利能力较弱，但他们主要对硬件供应商和互联网巨头保持高度关注。我们的分析师更推荐专注特定垂直领域的公司，而非广泛的大型互联网平台。高品质消费品牌受到青睐美银美林指出，高品质消费品牌（如酒类、餐厅、啤酒等）是一些投资机构在中国的关注焦点。他们相信中产阶级的消费需求（如国内旅游）仍然强劲，并倾向于投资于具有较低国家服务风险和地缘政治紧张局势风险的消费领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280709217702112,"gmtCreate":1709561493324,"gmtModify":1709561494507,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$&nbsp;</a> 说好的回购呢？？？","listText":"<a href=\"https://laohu8.com/S/DDL\">$叮咚买菜(DDL)$&nbsp;</a> 说好的回购呢？？？","text":"$叮咚买菜(DDL)$ 说好的回购呢？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280709217702112","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279327319675160,"gmtCreate":1709216623949,"gmtModify":1709216624976,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":6,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 目标价230","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 目标价230","text":"$特斯拉(TSLA)$ 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