社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
第一桶小米米
IP属地：湖南
+关注
帖子 · 101
帖子 · 101
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
第一桶小米米
第一桶小米米
·
11-11
这不是反指吗
景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行
据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。
景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行
看
230
回复
评论
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
04-21
今晚禾赛大涨 速腾明天会有映射
汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD
行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。
汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD
看
1,881
回复
评论
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
04-12
必须特朗普，他就是哪国家信用在做交易，开天价谈判和变化多端是他一贯的伎俩，没想到这次踢到了铁板
看
1,524
回复
评论
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
01-25
$第四范式(06682)$
看
1,878
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2024-11-14
我也奇怪
看
2,366
回复
评论
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2024-10-26
很明显是NV
看
2,039
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2022-03-21
世界总是不那么太平
非常抱歉，此主贴已删除
看
4,672
回复
评论
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2021-08-17
$秦淮数据(CD)$
一夜回到解放前
看
4,981
回复
1
点赞
1
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2021-07-08
这也太惨了吧，数据概念被打懵了
看
5,277
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
第一桶小米米
第一桶小米米
·
2021-06-23
加油吧，看好
看
3,958
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3561942414626485","uuid":"3561942414626485","gmtCreate":1598853317782,"gmtModify":1678671481872,"name":"第一桶小米米","pinyin":"dytxmmdiyitongxiaomimi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":208,"tweetSize":101,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"60.26%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.64%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":1,"location":"湖南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":12,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":498978206855536,"gmtCreate":1762846599128,"gmtModify":1762846601319,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"title":"","htmlText":"这不是反指吗","listText":"这不是反指吗","text":"这不是反指吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498978206855536","repostId":"2582802413","repostType":2,"repost":{"id":"2582802413","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1762806368,"share":"https://www.laohu8.com/m/news/2582802413?lang=&edition=full","pubTime":"2025-11-11 04:26","market":"us","language":"zh","title":"景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582802413","media":"华尔街见闻","summary":"据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。","content":"<html><head></head><body><blockquote><p>据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p></blockquote><p style=\"text-align: justify;\">布局海内外的景林资产交出美股最新成绩单。</p><p style=\"text-align: justify;\">据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。</p><p style=\"text-align: justify;\">具体来看，景林资产的投资版图发生重构，自动驾驶赛道异军突起，加仓消费与电商板块，但同时挥别新能源与券商股。</p><h2 id=\"1af0b631\">大举建仓文远知行</h2><p style=\"text-align: justify;\">值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。</p><p style=\"text-align: justify;\">最引人注目的操作是，<strong>景林资产三季度大举建仓文远知行，持股数量高达268万股。</strong></p><p style=\"text-align: justify;\">作为中国自动驾驶领域的头部企业，文远知行正从技术研发向商业化落地加速转型，无论是Robotaxi运营还是自动驾驶货运，该公司都在抢占先发优势。景林选择重仓文远知行，或许是押注智能出行时代即将到来的产业拐点。</p><p style=\"text-align: justify;\">这一布局与清仓禾赛科技形成鲜明对比——从产业链上游的硬件供应商，转向拥有整体解决方案的平台型公司，显示出景林对自动驾驶产业链价值分布的深度思考。</p><h2 id=\"e446be8a\">消费板块加码</h2><p style=\"text-align: justify;\">景林资产在酒店与电商赛道加仓。</p><p style=\"text-align: justify;\">亚朵成为三季度第二大增持标的，新增持股超208万股，叠加华住的增持，景林正在系统性布局中国连锁酒店龙头。相关卖方研究指出，这类资产受益于商旅复苏与消费升级双重逻辑，长期运营壁垒较高。</p><p style=\"text-align: justify;\">景林在三季度同时增持了阿里巴巴与拼多多两大电商巨头。前者持续推进AI电商转型，后者则在跨境业务上高歌猛进。此配置或许正是其捕捉"中国电商二次增长曲线"的战略布局。</p><p style=\"text-align: justify;\">数据显示，阿里巴巴的股价今年已飙升94%，在股价翻倍后其动态市盈率仅为18.78倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/461758fef6ac09d8094154933432ff88\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。</p><h2 id=\"c3809011\">系统性撤离新能源</h2><p style=\"text-align: justify;\">今年三季度内，景林资产对其美股持仓进行了结构性调整，清仓了多只重要个股。</p><p style=\"text-align: justify;\">从最新披露的信息来看，被完全卖出的投资标的包括：大全新能源、携程、百济神州以及禾赛科技。</p><p style=\"text-align: justify;\">其中，在新能源领域，景林一举清仓硅料龙头大全新能源267万股。同时，携程的清仓也表明其在OTA板块的风险偏好可能正在发生变化，转而更青睐酒店集团的直营模式。</p><p style=\"text-align: justify;\">整体来看，这家对冲基金此轮操作展现出其在全球产业周期波动下，主动优化组合的策略意图。</p><p style=\"text-align: justify;\">景林对于部分昔日重仓股的"割舍"在其他美股的操作上也有体现，贝壳、富途、满帮等二季度重仓股均遭遇大幅减持，其中贝壳减持超96万股，富途减持超53万股。</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>景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行</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景林资产第三季增持阿里巴巴和拼多多等，大举建仓文远知行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 04:26 北京时间 <a href=https://wallstreetcn.com/articles/3759080><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。布局海内外的景林资产交出美股最新成绩单。据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。具体来看，景林资产的投资版图发生...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759080\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/41a3265725dba67c0660b26a189585aa","relate_stocks":{"WRD":"文远知行","09988":"阿里巴巴-W","PDD":"拼多多","00800":"文远知行-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3759080","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582802413","content_text":"据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。布局海内外的景林资产交出美股最新成绩单。据景林资产13F披露文件，截至2025年三季度末，这家中国对冲基金的美股持仓攀升至44.4亿美元，较二季度的28.73亿美元大幅增长超50%，约合人民币320亿元。具体来看，景林资产的投资版图发生重构，自动驾驶赛道异军突起，加仓消费与电商板块，但同时挥别新能源与券商股。大举建仓文远知行值得提示的是，景林资产是通过香港子公司进行美股投资的，上述持股不包含其中国其他内地主体及旗下产品的美股头寸。最引人注目的操作是，景林资产三季度大举建仓文远知行，持股数量高达268万股。作为中国自动驾驶领域的头部企业，文远知行正从技术研发向商业化落地加速转型，无论是Robotaxi运营还是自动驾驶货运，该公司都在抢占先发优势。景林选择重仓文远知行，或许是押注智能出行时代即将到来的产业拐点。这一布局与清仓禾赛科技形成鲜明对比——从产业链上游的硬件供应商，转向拥有整体解决方案的平台型公司，显示出景林对自动驾驶产业链价值分布的深度思考。消费板块加码景林资产在酒店与电商赛道加仓。亚朵成为三季度第二大增持标的，新增持股超208万股，叠加华住的增持，景林正在系统性布局中国连锁酒店龙头。相关卖方研究指出，这类资产受益于商旅复苏与消费升级双重逻辑，长期运营壁垒较高。景林在三季度同时增持了阿里巴巴与拼多多两大电商巨头。前者持续推进AI电商转型，后者则在跨境业务上高歌猛进。此配置或许正是其捕捉\"中国电商二次增长曲线\"的战略布局。数据显示，阿里巴巴的股价今年已飙升94%，在股价翻倍后其动态市盈率仅为18.78倍。分析指出，阿里巴巴的核心电商业务（淘宝和天猫）贡献了公司调整后EBITDA（税息折旧及摊销前利润）的113%，这意味着其主营业务产生的强劲现金流，正在为公司在云计算、流媒体和AI芯片等领域的投资提供资金支持。系统性撤离新能源今年三季度内，景林资产对其美股持仓进行了结构性调整，清仓了多只重要个股。从最新披露的信息来看，被完全卖出的投资标的包括：大全新能源、携程、百济神州以及禾赛科技。其中，在新能源领域，景林一举清仓硅料龙头大全新能源267万股。同时，携程的清仓也表明其在OTA板块的风险偏好可能正在发生变化，转而更青睐酒店集团的直营模式。整体来看，这家对冲基金此轮操作展现出其在全球产业周期波动下，主动优化组合的策略意图。景林对于部分昔日重仓股的\"割舍\"在其他美股的操作上也有体现，贝壳、富途、满帮等二季度重仓股均遭遇大幅减持，其中贝壳减持超96万股，富途减持超53万股。","news_type":1,"symbols_score_info":{"PDD":1.5,"09988":0.6,"00800":1.5,"WRD":1.5,"BABA":1.5}},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":426914938085568,"gmtCreate":1745250848571,"gmtModify":1745250849886,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"今晚禾赛大涨 速腾明天会有映射","listText":"今晚禾赛大涨 速腾明天会有映射","text":"今晚禾赛大涨 速腾明天会有映射","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426914938085568","repostId":"2529803884","repostType":2,"repost":{"id":"2529803884","kind":"news","pubTimestamp":1745236464,"share":"https://www.laohu8.com/m/news/2529803884?lang=&edition=full","pubTime":"2025-04-21 19:54","market":"hk","language":"zh","title":"汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD","url":"https://stock-news.laohu8.com/highlight/detail?id=2529803884","media":"国信证券股份有...","summary":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。","content":"<html><body><article><p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）<a href=\"https://laohu8.com/S/PONY\">小马智行</a>获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，<a href=\"https://laohu8.com/S/02498\">速腾聚创</a>与滴滴自动驾驶达成合作。</p><p>高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 月，乘用车标配激光雷达渗透率6.4%，同比+2.8pct，环比+0.2pct。参考盖世汽车，1-2 月激光雷达供应商市占率华为（33%）、禾赛科技（31.3%）、速腾聚创（27.5%）、图达通（8.1%）。</p><p>智能驾驶：标配L2 级以上功能的乘用车渗透率2 月同比+4.3pct。2025 年2月，乘用车行业L2 级以上渗透率为15.8%，同比+4.3pct，高速NOA、城区NOA 渗透率分别为15.6%、9.4%，同比分别+6、+2pct，环比分别+1、+1pct。1）传感器：渗透率角度，前视摄像头、前向毫米波雷达、激光雷达2 月的渗透率分别为64.2%、52.2%、6.2%，同比分别+3、-2、+3pct，环比分别-7、-6、+0pct。2）域控制器：2025 年2 月，乘用车自动驾驶域控制器渗透率为18.4%，同比+6.1pct，环比+0.3pct。</p><p>智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升，本土企业崛起。从渗透率看，10 寸以上中控屏、10 寸以上液晶仪表、HUD、智能座舱域控制器2 月渗透率分别为81.5%、47.4%、14.6%、31.3%、23.6%、44.6%，同比分别+1、-4、+1、+9pct，环比分别-3、-11、-2、-5pct。</p><p>智能网联：OTA、T-BOX 2 月渗透率分别72.5%、71.7%，同比分别+6、-12pct。</p><p>投资建议：整车推荐<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/601127\">赛力斯</a>、<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>。零部件推荐：数据获取，推荐<a href=\"https://laohu8.com/S/301488\">豪恩汽电</a>、速腾聚创、禾赛科技；数据传输，推荐<a href=\"https://laohu8.com/S/605333\">沪光股份</a>；数据处理，推荐<a href=\"https://laohu8.com/S/09660\">地平线机器人-W</a>、<a href=\"https://laohu8.com/S/02533\">黑芝麻智能</a>、<a href=\"https://laohu8.com/S/603786\">科博达</a>、<a href=\"https://laohu8.com/S/002906\">华阳集团</a>、<a href=\"https://laohu8.com/S/600699\">均胜电子</a>；数据应用，推荐<a href=\"https://laohu8.com/S/601799\">星宇股份</a>、华阳集团、<a href=\"https://laohu8.com/S/603197\">保隆科技</a>、<a href=\"https://laohu8.com/S/603596\">伯特利</a>。</p><p>风险提示：汽车智能驾驶渗透速度不及预期风险，销量不及预期风险。</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>汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD</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汽车智能化月报系列(二十三)：2025款小鹏X9全系标配图灵AI智驾 地平线发布L2城区辅助驾驶系统HSD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-21 19:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b><strong>国信证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","BK1610":"ETF&股票定投概念","BK1179":"电子设备和仪器","BK1587":"次新股","02498":"速腾聚创","BK1539":"汽车股","BK1575":"同股不同权","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","09868":"小鹏汽车-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025042119543094dcd44f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2529803884","content_text":"行业新闻：1）工信部组织召开智能网联汽车产品准入及软件在线升级管理工作推进会；2）2025 款小鹏X9 售价35.98 万起，全系标配图灵AI智驾；3）地平线发布L2 城区辅助驾驶系统HSD，携手奇瑞等车企共赴智能化新征程；4）小马智行获得卢森堡首批Robotaxi 测试许可；5）搭载6 颗全固态数字化激光雷达，速腾聚创与滴滴自动驾驶达成合作。高频核心数据更新：1）800 万像素摄像头占比持续提升。2025 年2 月，乘用车前视摄像头渗透率为57%，其中800 万像素摄像头占比为23.1%，同比+11.5pct，环比+4.2pct；2）英伟达驾驶芯片占比持续提升。2025年2 月，乘用车驾驶域控制器渗透率18.4%，其中地平线、英伟达、特斯拉FSD、华为芯片占比11.6%、42%、12.2%、11.8%，同比-5.1、+21.4、-13.7、-2.9pct，环比+1.5、+2.1、+1.8、-2.6pct。3）激光雷达市占率持续提升。2025 年2 月，乘用车标配激光雷达渗透率6.4%，同比+2.8pct，环比+0.2pct。参考盖世汽车，1-2 月激光雷达供应商市占率华为（33%）、禾赛科技（31.3%）、速腾聚创（27.5%）、图达通（8.1%）。智能驾驶：标配L2 级以上功能的乘用车渗透率2 月同比+4.3pct。2025 年2月，乘用车行业L2 级以上渗透率为15.8%，同比+4.3pct，高速NOA、城区NOA 渗透率分别为15.6%、9.4%，同比分别+6、+2pct，环比分别+1、+1pct。1）传感器：渗透率角度，前视摄像头、前向毫米波雷达、激光雷达2 月的渗透率分别为64.2%、52.2%、6.2%，同比分别+3、-2、+3pct，环比分别-7、-6、+0pct。2）域控制器：2025 年2 月，乘用车自动驾驶域控制器渗透率为18.4%，同比+6.1pct，环比+0.3pct。智能座舱：大屏化产品、HUD、座舱域控制器等单品渗透率持续提升，本土企业崛起。从渗透率看，10 寸以上中控屏、10 寸以上液晶仪表、HUD、智能座舱域控制器2 月渗透率分别为81.5%、47.4%、14.6%、31.3%、23.6%、44.6%，同比分别+1、-4、+1、+9pct，环比分别-3、-11、-2、-5pct。智能网联：OTA、T-BOX 2 月渗透率分别72.5%、71.7%，同比分别+6、-12pct。投资建议：整车推荐小鹏汽车、赛力斯、零跑汽车。零部件推荐：数据获取，推荐豪恩汽电、速腾聚创、禾赛科技；数据传输，推荐沪光股份；数据处理，推荐地平线机器人-W、黑芝麻智能、科博达、华阳集团、均胜电子；数据应用，推荐星宇股份、华阳集团、保隆科技、伯特利。风险提示：汽车智能驾驶渗透速度不及预期风险，销量不及预期风险。","news_type":1,"symbols_score_info":{"09868":1,"02498":0.9}},"isVote":1,"tweetType":1,"viewCount":1881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423492622840688,"gmtCreate":1744410688853,"gmtModify":1744417678360,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"必须特朗普，他就是哪国家信用在做交易，开天价谈判和变化多端是他一贯的伎俩，没想到这次踢到了铁板","listText":"必须特朗普，他就是哪国家信用在做交易，开天价谈判和变化多端是他一贯的伎俩，没想到这次踢到了铁板","text":"必须特朗普，他就是哪国家信用在做交易，开天价谈判和变化多端是他一贯的伎俩，没想到这次踢到了铁板","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423492622840688","isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396288377073752,"gmtCreate":1737772550401,"gmtModify":1737776030858,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06682\">$第四范式(06682)$ </a> ","listText":"<a href=\"https://laohu8.com/S/06682\">$第四范式(06682)$ </a> ","text":"$第四范式(06682)$","images":[{"img":"https://static.tigerbbs.com/e02f3d4a2a16d4d776bc165671296823","width":"882","height":"1668"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/396288377073752","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":370792478572688,"gmtCreate":1731539308682,"gmtModify":1731539310746,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"我也奇怪","listText":"我也奇怪","text":"我也奇怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370792478572688","isVote":1,"tweetType":1,"viewCount":2366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364096412426472,"gmtCreate":1729900896265,"gmtModify":1729900898433,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"很明显是NV","listText":"很明显是NV","text":"很明显是NV","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364096412426472","isVote":1,"tweetType":1,"viewCount":2039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":637929240,"gmtCreate":1647863726370,"gmtModify":1647863726370,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"世界总是不那么太平","listText":"世界总是不那么太平","text":"世界总是不那么太平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/637929240","repostId":"1110162876","repostType":4,"isVote":1,"tweetType":1,"viewCount":4672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833100933,"gmtCreate":1629208553722,"gmtModify":1629208553722,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>一夜回到解放前","text":"$秦淮数据(CD)$一夜回到解放前","images":[{"img":"https://static.tigerbbs.com/dc3356c540bd6208cb67c9d433ebb9c4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833100933","isVote":1,"tweetType":1,"viewCount":4981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":143397216,"gmtCreate":1625759556535,"gmtModify":1625759556535,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"这也太惨了吧，数据概念被打懵了","listText":"这也太惨了吧，数据概念被打懵了","text":"这也太惨了吧，数据概念被打懵了","images":[{"img":"https://static.tigerbbs.com/a697f3d9d783c11fcd9be1fb55c075e8","width":"1080","height":"3093"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143397216","isVote":1,"tweetType":1,"viewCount":5277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":123094800,"gmtCreate":1624402775100,"gmtModify":1624402775100,"author":{"id":"3561942414626485","authorId":"3561942414626485","name":"第一桶小米米","avatar":"https://static.tigerbbs.com/aed41d2486d9b65968dc26143e4e6197","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561942414626485","idStr":"3561942414626485"},"themes":[],"htmlText":"加油吧，看好","listText":"加油吧，看好","text":"加油吧，看好","images":[{"img":"https://static.tigerbbs.com/4bb4ec3fb21f5eeecffcb22392ee91f8","width":"1080","height":"2288"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123094800","isVote":1,"tweetType":1,"viewCount":3958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}