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蜀西湖巴菲特
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蜀西湖巴菲特
蜀西湖巴菲特
·
02-26
贵金属，半导体，存储⛽️⛽️⛽️
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贵金属，半导体，存储⛽️⛽️⛽️
蜀西湖巴菲特
蜀西湖巴菲特
·
01-29
这不是利好消息么
美国稀土(USAR.US)宣布完成15亿美元私募融资(PIPE Financing)。
美国稀土(USAR.US)宣布完成15亿美元私募融资(PIPE Financing)。
美国稀土(USAR.US)宣布完成15亿美元私募融资(PIPE Financing)。
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-12-31
2025年末，来个大红包吧[哇塞]
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-12-13
积压订单不好么？
博通上季AI芯片营收同比增长74%，预计本季度翻倍猛增，但积压订单逊色
12月12日，软件和半导体巨头博通盘后股价上涨4%！博通公司表示，截至11月2日的季度，经调整后每股收益为1.95美元，营收同比增长28%，达到180.2亿美元。展望未来，博通公司预计第一季度营收约为191亿美元，调整后EBITDA约为67%。博通公司同时将季度股息提高10%至每股0.65美元。股息将于12月31日支付给截至12月22日收盘时登记在册的股东。
博通上季AI芯片营收同比增长74%，预计本季度翻倍猛增，但积压订单逊色
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-11-17
这个财报多少有点预期不足
小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期
11月17日，$小鹏汽车(XPEV)$发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元人民币，市场预估204.5亿元人民币。第三季度交付量116007辆，市场预估116289辆。第三季度净亏损3.809亿元人民币，市场预估亏损5.699亿元人民币。预计第四季度营收215亿元人民币至230亿元人民币，市场预估253.6亿元人民币。预计第四季度交付量125000至132000辆，市场预估135984辆。
小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-11-07
$小鹏汽车(XPEV)$
才涨一天，又跌回去了？
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-11-05
$小鹏汽车(XPEV)$
小鹏为什么大跌[流泪]
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-10-30
$三倍做多半导体ETF-Direxion Daily(SOXL)$
冲冲冲！100等你！
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-10-09
$三倍做多半导体ETF-Direxion Daily(SOXL)$
一觉起来，又起飞了🛫
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蜀西湖巴菲特
蜀西湖巴菲特
·
2025-10-06
$Lithium Americas Corp.(LAC)$
还能买么
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","text":"2025年末，来个大红包吧[哇塞]","images":[{"img":"https://static.tigerbbs.com/0bbfff2c55ecdb882cb85601a590cfb5","width":"825","height":"1242"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516626316341320","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":510079140684008,"gmtCreate":1765556604132,"gmtModify":1765556606811,"author":{"id":"3553286306426762","authorId":"3553286306426762","name":"蜀西湖巴菲特","avatar":"https://static.tigerbbs.com/317ffff88a5c21e1e40a606d3f1983ac","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553286306426762","authorIdStr":"3553286306426762"},"themes":[],"title":"","htmlText":"积压订单不好么？","listText":"积压订单不好么？","text":"积压订单不好么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/510079140684008","repostId":"1106758258","repostType":2,"repost":{"id":"1106758258","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1765489387,"share":"https://www.laohu8.com/m/news/1106758258?lang=zh_CN&edition=full","pubTime":"2025-12-12 05:43","market":"us","language":"zh","title":"博通上季AI芯片营收同比增长74%，预计本季度翻倍猛增，但积压订单逊色","url":"https://stock-news.laohu8.com/highlight/detail?id=1106758258","media":"老虎资讯综合","summary":"12月12日，软件和半导体巨头博通盘后股价上涨4%！博通公司表示，截至11月2日的季度，经调整后每股收益为1.95美元，营收同比增长28%，达到180.2亿美元。展望未来，博通公司预计第一季度营收约为191亿美元，调整后EBITDA约为67%。博通公司同时将季度股息提高10%至每股0.65美元。股息将于12月31日支付给截至12月22日收盘时登记在册的股东。","content":"<html><head></head><body><p>12月12日，软件和半导体巨头博通盘后跌近3%，此前一度涨超4%！此前该公司公布的第四财季业绩和业绩指引均超出华尔街预期，这得益于人工智能领域持续的支出热潮；但在业绩电话会上，博通CEO表示，公司目前积压了价值730亿美元的AI产品订单，此订单规模令一些投资者感到失望，尽管陈福澄清说，这只是一个“最低值”，并预计随着更多订单涌入，实际规模将更大，但市场反应依然谨慎。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4662b84663f19058bd0cb007a97d9c73\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></p><p style=\"text-align: left;\">博通公司表示，截至11月2日的季度，经调整后每股收益为1.95美元，营收同比增长28%，达到180.2亿美元。这180.2亿美元营收中，半导体业务收入为110.7亿美元，基础设施业务收入达到69.4亿美元。</p><p style=\"text-align: left;\">分析师此前预计该公司调整后每股收益为 1.87 美元，营收为 174.7 亿美元。</p><p style=\"text-align: left;\">博通总裁兼首席执行官陈福强在一份声明中表示：“第四季度，公司营收创下180亿美元的纪录，同比增长28%，主要得益于人工智能半导体营收同比增长74%。我们预计这一增长势头将在第一季度延续，人工智能半导体营收将同比增长一倍至82亿美元，主要由定制人工智能加速器和以太网人工智能交换机推动。我们预测2026年第一季度总营收将达到191亿美元，调整后EBITDA将达到67%。”</p><p style=\"text-align: left;\">展望未来，博通公司预计第一季度营收约为191亿美元，调整后EBITDA约为67%。分析师此前预期第一季度销售额为183.8亿美元。</p><p style=\"text-align: left;\">博通公司同时将季度股息提高10%至每股0.65美元。股息将于12月31日支付给截至12月22日收盘时登记在册的股东。</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>博通上季AI芯片营收同比增长74%，预计本季度翻倍猛增，但积压订单逊色</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博通上季AI芯片营收同比增长74%，预计本季度翻倍猛增，但积压订单逊色\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-12 05:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日，软件和半导体巨头博通盘后跌近3%，此前一度涨超4%！此前该公司公布的第四财季业绩和业绩指引均超出华尔街预期，这得益于人工智能领域持续的支出热潮；但在业绩电话会上，博通CEO表示，公司目前积压了价值730亿美元的AI产品订单，此订单规模令一些投资者感到失望，尽管陈福澄清说，这只是一个“最低值”，并预计随着更多订单涌入，实际规模将更大，但市场反应依然谨慎。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4662b84663f19058bd0cb007a97d9c73\" title=\"\" tg-width=\"857\" tg-height=\"726\"/></p><p style=\"text-align: left;\">博通公司表示，截至11月2日的季度，经调整后每股收益为1.95美元，营收同比增长28%，达到180.2亿美元。这180.2亿美元营收中，半导体业务收入为110.7亿美元，基础设施业务收入达到69.4亿美元。</p><p style=\"text-align: left;\">分析师此前预计该公司调整后每股收益为 1.87 美元，营收为 174.7 亿美元。</p><p style=\"text-align: left;\">博通总裁兼首席执行官陈福强在一份声明中表示：“第四季度，公司营收创下180亿美元的纪录，同比增长28%，主要得益于人工智能半导体营收同比增长74%。我们预计这一增长势头将在第一季度延续，人工智能半导体营收将同比增长一倍至82亿美元，主要由定制人工智能加速器和以太网人工智能交换机推动。我们预测2026年第一季度总营收将达到191亿美元，调整后EBITDA将达到67%。”</p><p style=\"text-align: left;\">展望未来，博通公司预计第一季度营收约为191亿美元，调整后EBITDA约为67%。分析师此前预期第一季度销售额为183.8亿美元。</p><p style=\"text-align: left;\">博通公司同时将季度股息提高10%至每股0.65美元。股息将于12月31日支付给截至12月22日收盘时登记在册的股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/826aa747b125f02b7db1e95af7927485","relate_stocks":{"AVGO":"博通"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106758258","content_text":"12月12日，软件和半导体巨头博通盘后跌近3%，此前一度涨超4%！此前该公司公布的第四财季业绩和业绩指引均超出华尔街预期，这得益于人工智能领域持续的支出热潮；但在业绩电话会上，博通CEO表示，公司目前积压了价值730亿美元的AI产品订单，此订单规模令一些投资者感到失望，尽管陈福澄清说，这只是一个“最低值”，并预计随着更多订单涌入，实际规模将更大，但市场反应依然谨慎。博通公司表示，截至11月2日的季度，经调整后每股收益为1.95美元，营收同比增长28%，达到180.2亿美元。这180.2亿美元营收中，半导体业务收入为110.7亿美元，基础设施业务收入达到69.4亿美元。分析师此前预计该公司调整后每股收益为 1.87 美元，营收为 174.7 亿美元。博通总裁兼首席执行官陈福强在一份声明中表示：“第四季度，公司营收创下180亿美元的纪录，同比增长28%，主要得益于人工智能半导体营收同比增长74%。我们预计这一增长势头将在第一季度延续，人工智能半导体营收将同比增长一倍至82亿美元，主要由定制人工智能加速器和以太网人工智能交换机推动。我们预测2026年第一季度总营收将达到191亿美元，调整后EBITDA将达到67%。”展望未来，博通公司预计第一季度营收约为191亿美元，调整后EBITDA约为67%。分析师此前预期第一季度销售额为183.8亿美元。博通公司同时将季度股息提高10%至每股0.65美元。股息将于12月31日支付给截至12月22日收盘时登记在册的股东。","news_type":1,"symbols_score_info":{"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501065338139088,"gmtCreate":1763371088650,"gmtModify":1763371090873,"author":{"id":"3553286306426762","authorId":"3553286306426762","name":"蜀西湖巴菲特","avatar":"https://static.tigerbbs.com/317ffff88a5c21e1e40a606d3f1983ac","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553286306426762","authorIdStr":"3553286306426762"},"themes":[],"title":"","htmlText":"这个财报多少有点预期不足","listText":"这个财报多少有点预期不足","text":"这个财报多少有点预期不足","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501065338139088","repostId":"1154072613","repostType":2,"repost":{"id":"1154072613","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763370256,"share":"https://www.laohu8.com/m/news/1154072613?lang=zh_CN&edition=full","pubTime":"2025-11-17 17:04","market":"hk","language":"zh","title":"小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1154072613","media":"老虎资讯综合","summary":"11月17日，$小鹏汽车(XPEV)$发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元人民币，市场预估204.5亿元人民币。第三季度交付量116007辆，市场预估116289辆。第三季度净亏损3.809亿元人民币，市场预估亏损5.699亿元人民币。预计第四季度营收215亿元人民币至230亿元人民币，市场预估253.6亿元人民币。预计第四季度交付量125000至132000辆，市场预估135984辆。","content":"<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</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Q3营收同比增长101.8%，Q4业绩指引不及市场预期</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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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏Q3营收同比增长101.8%，Q4业绩指引不及市场预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-17 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">11月17日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25e5a336ce33874e06756cd563183db\" title=\"\" tg-width=\"1101\" tg-height=\"597\"/></p><p>第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3233d11e8f9d420b692203be988de9\" title=\"\" tg-width=\"1101\" tg-height=\"225\"/></p><h2 id=\"id_1512431161\">业绩展望</h2><p style=\"text-align: start;\">预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。</p><p>财报发布后，小鹏汽车美股盘前小幅下跌逾1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8069d6d9cfe420d2afe0898d3a4d0ce3\" title=\"\" tg-width=\"860\" tg-height=\"825\"/></p><h2 id=\"id_493870008\">管理层评语</h2><p>小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。</p><p>小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154072613","content_text":"11月17日，小鹏汽车发布2025年第三季度业绩。财报显示，第三季度营收203.8亿元，同比增长101.8%，市场预估204.5亿元；第三季度净亏损3.8亿元，同比收窄78.9%，市场预估亏损5.7亿元；第三季度毛利率为20.1%，同比上升4.8个百分点；第三季度汽车毛利率为13.1%，同比上升4.5个百分点。第三季度交付量116,007辆，同比增长149.3%，市场预估116289辆；第三季度汽车销售收入为人民币180.5亿元，同比增长105.3%，环比增长6.9%。业绩展望预计第四季度营收215亿元至230亿元，同比增长约33.5%至42.8%，市场预估253.6亿元；预计第四季度交付量125,000至132,000辆，同比增长约36.6%至44.3%，市场预估135,984辆。财报发布后，小鹏汽车美股盘前小幅下跌逾1%。管理层评语小鹏汽车董事长及首席执行官何小鹏先生表示：2025年第三季度，小鹏汽车的各项关键经营指标，包括销量、收入、毛利率、在手现金，再创新高。我们的销量规模和市场份额正处在高速扩张的早期阶段，Robotaxi和人形机器人面向规模量产的目标加速前进。我坚信小鹏汽车会成为面向全球的具身智能公司。围绕物理AI应用，我们会打造一个强大的产品技术体系和商业生态，为全球的客户和股东创造更大的价值。小鹏汽车副董事长及联席总裁顾宏地博士表示：随着有效的成本控制和技术研发相关的收入释放出更大的潜力，我们的公司综合毛利率在第三季度首次突破20%。公司经营的持续改善让我们更加笃定地投入物理AI研发，与此同时，我们期待与更多全球商业和技术合作伙伴一起扩大物理AI应用的生态，形成技术研发与商业化相互促进的正循环。","news_type":1,"symbols_score_info":{"09868":2,"XPEV":2}},"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497676458856776,"gmtCreate":1762526105174,"gmtModify":1762526106895,"author":{"id":"3553286306426762","authorId":"3553286306426762","name":"蜀西湖巴菲特","avatar":"https://static.tigerbbs.com/317ffff88a5c21e1e40a606d3f1983ac","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553286306426762","authorIdStr":"3553286306426762"},"themes":[],"title":"","htmlText":"<a 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冲冲冲！100等你！","images":[{"img":"https://static.tigerbbs.com/8a424f925e9ba850c52423d09f7ad5f0","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494584357904576","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":487157973459536,"gmtCreate":1759963744315,"gmtModify":1759974523870,"author":{"id":"3553286306426762","authorId":"3553286306426762","name":"蜀西湖巴菲特","avatar":"https://static.tigerbbs.com/317ffff88a5c21e1e40a606d3f1983ac","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3553286306426762","authorIdStr":"3553286306426762"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 一觉起来，又起飞了🛫","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 一觉起来，又起飞了🛫","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 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