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股市9527
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股市9527
股市9527
·
07-03
$蔚来(NIO)$
国产三傻里最该倒闭的电瓶车公司
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690
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1
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股市9527
股市9527
·
05-22
抄这个垃圾的还有利可吐？怕是互相践踏
异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐
5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。
异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐
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股市9527
股市9527
·
04-27
$Intellia Therapeutics Inc(NTLA)$
**妖 利好兑现后是暴跌
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1,808
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1
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1
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股市9527
股市9527
·
04-02
这货能不能不出来丢人现眼
小米股价跌超4%，雷军今晚将进行SU7“拆车直播”
小米集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。
小米股价跌超4%，雷军今晚将进行SU7“拆车直播”
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股市9527
股市9527
·
01-09
$兆易创新(03986)$
最近打新总是押错，吃了智谱这粒苍蝇💩
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8
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4
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股市9527
股市9527
·
01-09
要饭要的好啊
跨过100万台的蔚来，凭什么活下来？
2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。
跨过100万台的蔚来，凭什么活下来？
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股市9527
股市9527
·
01-07
$智谱(02513)$
垃圾废墟市场一点投机价值都没了，流动性完全抽干了
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股市9527
股市9527
·
01-06
$智谱(02513)$
分流之后，中签率有点高啊
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10
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7
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股市9527
股市9527
·
01-05
$蔚来(NIO)$
价值为零的垃圾股，2026没有下一步融资就会破产
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股市9527
股市9527
·
2025-12-30
$壁仞科技(06082)$
最近肉没吃到，挨了不少揍
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5
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7
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国产三傻里最该倒闭的电瓶车公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581547480769680","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566967017247120,"gmtCreate":1779440884995,"gmtModify":1779441071957,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"抄这个垃圾的还有利可吐？怕是互相践踏","listText":"抄这个垃圾的还有利可吐？怕是互相践踏","text":"抄这个垃圾的还有利可吐？怕是互相践踏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566967017247120","repostId":"1199518329","repostType":2,"repost":{"id":"1199518329","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1779440387,"share":"https://www.laohu8.com/m/news/1199518329?lang=zh_CN&edition=full","pubTime":"2026-05-22 16:59","market":"us","language":"zh","title":"异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1199518329","media":"行情直击","summary":"5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。","content":"<p><p>5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。</p><p>消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。尽管业绩表现亮眼，公司在GAAP口径下仍录得3.32亿元净亏损，且一季度交付量环比下滑33.1%，研发费用同比削减40.7%引发市场对长期竞争力的担忧。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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\" 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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异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-05-22 16:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。</p><p>消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。尽管业绩表现亮眼，公司在GAAP口径下仍录得3.32亿元净亏损，且一季度交付量环比下滑33.1%，研发费用同比削减40.7%引发市场对长期竞争力的担忧。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199518329","content_text":"5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。尽管业绩表现亮眼，公司在GAAP口径下仍录得3.32亿元净亏损，且一季度交付量环比下滑33.1%，研发费用同比削减40.7%引发市场对长期竞争力的担忧。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558108249842768,"gmtCreate":1777288598586,"gmtModify":1777288600594,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NTLA\">$Intellia Therapeutics Inc(NTLA)$</a> **妖 利好兑现后是暴跌","listText":"<a href=\"https://laohu8.com/S/NTLA\">$Intellia Therapeutics Inc(NTLA)$</a> **妖 利好兑现后是暴跌","text":"$Intellia Therapeutics Inc(NTLA)$ **妖 利好兑现后是暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558108249842768","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549193315330056,"gmtCreate":1775102306067,"gmtModify":1775102308622,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这货能不能不出来丢人现眼","listText":"这货能不能不出来丢人现眼","text":"这货能不能不出来丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549193315330056","repostId":"2624521029","repostType":2,"repost":{"id":"2624521029","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1775099909,"share":"https://www.laohu8.com/m/news/2624521029?lang=zh_CN&edition=full","pubTime":"2026-04-02 11:18","market":"fut","language":"zh","title":"小米股价跌超4%，雷军今晚将进行SU7“拆车直播”","url":"https://stock-news.laohu8.com/highlight/detail?id=2624521029","media":"证券之星","summary":"小米集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。","content":"<html><body><p>4月2日早盘，外部冲突反复，港股市场再度承压，<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>华夏(513180.SH)、恒生互联网ETF<a href=\"https://laohu8.com/S/01981\">华夏</a>(513330.SH)均跌超2%。</p><p>其中，指数权重股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压<a href=\"https://laohu8.com/S/XIACY\">小米</a>手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。</p><p>《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。</p><p>机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。</p><p>没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、小米集团等，合计占比六成。</p><p>相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、<a href=\"https://laohu8.com/S/NTES\">网易</a>等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。</p><p><img src=\"https://static.stockstar.com/etf/20260402000012.png\" title=\"\"/></p></body></html>","source":"stockstar","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>小米股价跌超4%，雷军今晚将进行SU7“拆车直播”</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小米股价跌超4%，雷军今晚将进行SU7“拆车直播”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-04-02 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>4月2日早盘，外部冲突反复，港股市场再度承压，<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>华夏(513180.SH)、恒生互联网ETF<a href=\"https://laohu8.com/S/01981\">华夏</a>(513330.SH)均跌超2%。</p><p>其中，指数权重股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压<a href=\"https://laohu8.com/S/XIACY\">小米</a>手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。</p><p>《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。</p><p>机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。</p><p>没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、小米集团等，合计占比六成。</p><p>相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、<a href=\"https://laohu8.com/S/NTES\">网易</a>等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。</p><p><img src=\"https://static.stockstar.com/etf/20260402000012.png\" title=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) 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ACC"},"source_url":"https://fund.stockstar.com/SS2026040200013976.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624521029","content_text":"4月2日早盘，外部冲突反复，港股市场再度承压，恒生科技ETF华夏(513180.SH)、恒生互联网ETF华夏(513330.SH)均跌超2%。其中，指数权重股小米集团-W盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压小米手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。小米集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖阿里巴巴、腾讯控股、小米集团等，合计占比六成。相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、网易等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":1.5,"HXXD.SI":0.6,"01810":1.5,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519887977608664,"gmtCreate":1767947108435,"gmtModify":1767948197018,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$</a> 最近打新总是押错，吃了智谱这粒苍蝇💩","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$</a> 最近打新总是押错，吃了智谱这粒苍蝇💩","text":"$兆易创新(03986)$ 最近打新总是押错，吃了智谱这粒苍蝇💩","images":[{"img":"https://static.tigerbbs.com/4be04a4136f3f866e7ec78a7a28fc1bd","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/519887977608664","isVote":1,"tweetType":1,"viewCount":4702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185497195462182","authorId":"4185497195462182","name":"悠闲54321","avatar":"https://static.tigerbbs.com/5607ee8e67efc4c619665abee673abe4","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4185497195462182","idStr":"4185497195462182"},"content":"祝贺，我没中，中了个冷库","text":"祝贺，我没中，中了个冷库","html":"祝贺，我没中，中了个冷库"},{"author":{"id":"4175094789934862","authorId":"4175094789934862","name":"chatgptmy","avatar":"https://static.tigerbbs.com/0c05fb8792273e58c41dd04c095c21e1","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4175094789934862","idStr":"4175094789934862"},"content":"这个中多少手是根据什么决定的呀？我只中了一手","text":"这个中多少手是根据什么决定的呀？我只中了一手","html":"这个中多少手是根据什么决定的呀？我只中了一手"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519969632326320,"gmtCreate":1767929298941,"gmtModify":1767929301203,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"要饭要的好啊","listText":"要饭要的好啊","text":"要饭要的好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519969632326320","repostId":"2602312769","repostType":2,"repost":{"id":"2602312769","kind":"news","pubTimestamp":1767920498,"share":"https://www.laohu8.com/m/news/2602312769?lang=zh_CN&edition=full","pubTime":"2026-01-09 09:01","market":"us","language":"zh","title":"跨过100万台的蔚来，凭什么活下来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2602312769","media":"新浪科技","summary":"2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091005526v152f0amj4l8pz4\"/><p>新年伊始，各家车企纷纷发布去年12月及全年战报。</p><p>其中有一家车企的表现，超出了大部分人的预期——<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。</p><p>2025年12月，<a href=\"https://laohu8.com/S/09866\">蔚来</a>公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；</p><p>2025年第四季度，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公司交付新车124,807台，同比增长71.7%，创历史新高；</p><p>2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。</p><p>2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091008966v152wefvqopvl92\"/><p>三个新高，一个里程碑，基本意味着蔚来彻底爬出2025年初的低谷，重回高速增长，走向决赛圈的舞台。</p><p>销量发布后不久，蔚来创始人、董事长、CEO李斌发布了一封全员信。信中他肯定了蔚来过去一年的成绩：“2025年，我们逐步走出谷底，公司进入发展的第三个阶段，开启了新一轮的高速增长周期。”</p><p>但李斌同时提醒同事，决赛圈的竞争将更加激烈，蔚来没有片刻放松的资格。“各位同事，智能电动汽车产业的竞争已经进入决赛阶段，技术升级迭代的节奏会越来越快，市场竞争的压力会越来越大。越是残酷的环境，越需要我们保持战略定力，不妄自菲薄，也不自欺欺人，保持初心，专注行动。”</p><p>1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。一个半小时的群访中，他<strong>22次提到“稳”，39次提到“增长”</strong>。“第三个增长周期，我们希望实现<strong>每年增长40-50%，稳健高速增长是我们的目标。</strong>”李斌说。</p><p>面对成绩不骄傲，面对挑战不怯场。相比销量增长，这份清醒和沉稳，或许是蔚来在淘汰赛淬炼里更大的收获。</p><p><strong>研发进入收获期，多品牌彻底盘活</strong></p><p>蔚来2025年成绩的含金量，不只在销量数字，更在于公司三个品牌协同效应彻底被盘活了。</p><p>去年初，蔚来处在谷底时，很大一部分看衰蔚来的舆论，都将矛头指向了多品牌战略，认为接连推出乐道、萤火虫两个子品牌，是在稀释蔚来的品牌势能和公司的整体资源。</p><p>但去年下半年，正是乐道品牌推出的L90，吹响了蔚来反攻的号角，也为后面蔚来全新ES8的热销做好了铺垫。同时，最不被看好的萤火虫品牌，销量也节节攀升，在去年12月销量突破7000台。将蔚来公司2025年的总销量拆开来看，蔚来品牌共交付178,806台，乐道品牌共交付107,808台。firefly萤火虫品牌交付39,414台，三品牌协同之势逐渐稳固。</p><p>蔚来的多品牌战略能够盘活，首要原因是长期的研发投入，进入收获期。</p><p>自研的全域925V新平台、自研芯片、自研操作系统等成果接连上车，不仅极大提升了产品体验，同时在技术层面上实现降本，让乐道L90、全新ES8两款产品在各自价位段都拥有极强的产品竞争力。乐道L90上市4个月交付突破4万台，蔚来全新ES8上市仅100天，交付突破4万台，创40万以上车型交付“破四万”最快纪录。</p><p>两款出自同平台，但适配不同需求、不同价位段的车型，协力打穿大三排SUV这一市场，带动蔚来走出低谷，证明了平台化研发和多品牌策略的正确性。</p><p>多品牌战略能够成功的另一大原因，在于对用户需求的精准洞察。</p><p>这方面体现最明显的，莫过于萤火虫品牌的销量增长，验证了高端小车这一需求是真实存在且长期被忽视的。随着蔚来销量重回快速增长轨道，潜在用户信心极大提振，多品牌战略的增长空间有望在决赛圈进一步释放。</p><p>按照李斌在内部信中的规划，开拓下沉市场是蔚来2026年的工作重点之一。群访中，蔚来联合创始人、总裁秦力洪透露，公司计划在有销量的下沉市场，开设蔚来、乐道、firefly萤火虫的三品牌“SKY”综合店，第一批将在春节之前开业。</p><p><strong>决赛圈“稳”中求胜</strong></p><p>除了销量增长势头回稳，上一轮周期里，蔚来团队也在市场淬炼里变得更加成熟、沉稳，这可能是蔚来被外界低估的一项改变。</p><p>为了走出低谷，实现长期可持续经营，2025年初，蔚来落地了名为CBU（基本经营单元）的经营机制，每个单元都必须建立明确的ROI（投入产出比）指标和业绩奖惩制度。</p><p>CBU的核心不是降本，而是提高团队的整体效率。李斌在去年11月一次媒体沟通会上举过一个例子：“以前我们研发都是立大项，都是几个亿十个亿这么去立项的，现在立项都是几万块钱，几十万，几百万这么去立项的。而且都要闭环，都要责任到人。”</p><p>销售团队也同样要算账，蔚来建立了门店，以及Fellow个人的经营报表，从研发到销售，每个人给公司做了多少贡献，都清晰可见，避免了资源浪费的同时，整个团队利出一孔，更加高效，战斗力也更强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091040471v1520e1y9jw24jw\"/><p>随着这些改变逐步落地，外界看到了一个不一样的蔚来，最直观的变化有三方面。</p><p>一是更加聚焦。以前的蔚来给人感觉什么都想做，现在的蔚来聚焦主业，专注把车造好，把车卖好。</p><p>二是执行力更高。以前蔚来不乏爆款，但总是因为种种原因错失市场机会，去年乐道L90、蔚来全新ES8两款关键车型在上市节奏、产能爬坡等方面调整迅速，没有重蹈覆辙。</p><p>三是心态更加成熟。从李斌在全员信里的表述来看，上到管理层，下到每个员工，对过去的成绩和接下来的挑战都有着清醒的认识。</p><p>李斌在信中说：“汽车行业的竞争，是3～5个点效率差距的长期竞争，我们只有具备行业领先的运营效率，才可能生存下去。”一支成熟、高效、有韧性、有定力的队伍，是蔚来面对决赛圈竞争的底气之一。</p><p><strong>2030年新能源渗透率超90%，</strong></p><p><strong>纯电占比80%，</strong></p><p><strong>蔚来在正确的方向上稳步前进</strong></p><p>说完蔚来自身的改变，再说说行业。</p><p><strong>李斌在信中预判，到2030年，新能源渗透率将超过90%，其中纯电占比将超过80%。</strong>这个数字引发了一定争议，一些人认为这一判断过于乐观。但人们总是低估五年时间能够带来的变化，站在2021年初，即便是对新能源前景最乐观的人，恐怕也难以预料到新能源渗透率能在五年时间里突破60%。</p><p>过去几年，新能源行业突飞猛进，渗透率不断提升，但蔚来一直坚持的纯电路线增长速度落后于增程插混。结果就是，几乎所有厂商都认同新能源车变革的尽头是纯电，但仍旧把大量资源投向增程、插混等技术路线上。</p><p>客观来说，过去几年，受限于技术条件和补能基建水平，用户普遍有里程焦虑，增程和插混的确处于一个优势的窗口期。</p><p>但从2025年开始，市场风向发生了转变。去年11月，纯电成为唯一同比正增长的能源形式；继 9 月首次超过增程、燃油、插混后，<strong>纯电大三排销量已连续三个月排名所有动力形式榜首</strong>。随着蔚来全新ES8销量不断破纪录，这一差距或将持续扩大。“随着技术进步和基础设施日益完善，纯电技术带来的体验收益已经大于加电不便的体验损失。在大三排SUV这一关键市场，纯电的黄金时代正在到来。”李斌在内部信中指出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091048995v152kpgu2yo0eub\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_png/kw2nrMk65sfUtqc4Fvll8SjcaS8pYIiaDMy60ia1gRCLqCPY811XjoJwHIyafuemyDw9Lsx5Wq4cCBAwW0r0AASg/640?wx_fmt=png\"/><p>汽车行业里向来是“得大车者得天下”，大车也曾是纯电最难啃的一块细分市场。李斌认为大三排SUV的纯电拐点，是市场整体迎来纯电拐点的一个信号。</p><p>其他厂商的一些信号也在证明，纯电拐点的确在加速到来。2025年，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>纯电动汽车销量首次超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>；2026年，多家车企的“大电池增程”产品扎堆上市，而大电池增程的下一步就是纯电。</p><p>这一预判如果成真，就意味着增程车、插混车或将成为比燃油车更小众的品类，<strong>市场趋势将稳步向有利于蔚来的方向发展，深耕纯电赛道的蔚来将取得一定的先发优势。</strong></p><p>此外，购置税补贴即将退坡，采用BaaS电池租用方案买蔚来、乐道、firefly萤火虫车型，可享额外购置税减免。依据产品价格，分别可节省1,770元至9,558元不等。蔚来独特的车电分离换电模式，既能降低用户购车门槛，也能减少购置税，一定程度上降低价格战对蔚来的影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091108662v152454kqlqgr8i\"/><p>接下来蔚来要做的，正如李斌全员信标题说的那样：“日拱一卒，久久为功”。蔚来能否保持住来之不易的增长势头，抓住纯电的市场机遇，我们拭目以待。</p><p><strong>更多精彩</strong></p><p><strong>点击关注</strong></p><p>1</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>跨过100万台的蔚来，凭什么活下来？</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跨过100万台的蔚来，凭什么活下来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 09:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109091227a704ebec&s=b><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新年伊始，各家车企纷纷发布去年12月及全年战报。其中有一家车企的表现，超出了大部分人的预期——蔚来。2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109091227a704ebec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4509":"腾讯概念","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4531":"中概回港概念","BK4099":"汽车制造商","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09866":"蔚来-SW","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","NIO":"蔚来","BK4555":"新能源车","NIO.SI":"蔚来","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc 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