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股市9527
股市9527
·
09-29
$蔚来-SW(09866)$
$蔚来(NIO)$
这个垃圾早点退市 不能让他继续融资骗钱了
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股市9527
股市9527
·
09-29
Sx 开始学贾布斯了
李斌亲自交车 吴晓波成为蔚来ES9车主
蔚来创始人、董事长、CEO李斌昨日为财经作家吴晓波交付蔚来ES9。至此，吴晓波成为蔚来ET9、ES9双旗舰车主。在交付现场，吴晓波表示此次增购ES9源于对蔚来品牌服务及此前ET9驾乘体验的认可。ES9将进一步满足其团队出行、商务接待等用车需求。吴晓波与蔚来渊源颇深。
李斌亲自交车 吴晓波成为蔚来ES9车主
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股市9527
股市9527
·
09-29
$蔚来(NIO)$
市值先跌破50亿刀再说
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股市9527
股市9527
·
09-08
利好即砸盘 有缅A之风
Beam Therapeutics在欧洲呼吸学会2026年大会上公布Beam-302治疗α-1抗胰蛋白酶缺乏症1/2期临床试验最新数据
Beam Therapeutics于欧洲呼吸学会2026年大会上，公布了Beam-302在α-1抗胰蛋白酶缺乏症治疗领域1/2期临床试验的最新临床数据。在大会现场，Beam Therapeutics的研发团队详细阐述了受试者的生物标志物变化、肺功能指标改善趋势以及药物耐受性情况。公司方面表示，这些更新数据进一步验证了Beam-302的潜在疾病修饰作用，并支持其后续临床开发路径的推进。业内分析人士指出，这一进展不仅关乎Beam药业自身管线价值的重估，也可能对AATD现有标准治疗格局构成远期挑战。
Beam Therapeutics在欧洲呼吸学会2026年大会上公布Beam-302治疗α-1抗胰蛋白酶缺乏症1/2期临床试验最新数据
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股市9527
股市9527
·
09-08
$蔚来-SW(09866)$
$蔚来(NIO.SI)$
还要腰斩一次
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股市9527
股市9527
·
09-07
还要跌 钱都被无底洞烧掉了
蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计
蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计提供超1.2亿次换电。
蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计
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股市9527
股市9527
·
09-04
恶心🤢
李斌称市场低估了蔚来，我们不仅是车企，更是AI与能源公司
李斌认为，市场对蔚来的价值存在多重低估。“首先是技术层面，我们的全栈技术自研能力与AI实力远未被充分认知；其次是品牌资产的稀缺性；第三是能源业务，其战略价值与盈利潜力同样被低估；此外，服务与社区业务的价值也长期被忽视，去年该业务收入突破100亿元，今年一、二季度持续保持增长并实现盈利，全年有望延续稳健增长势头，这是一项基于保有量的确定性收益。”
李斌称市场低估了蔚来，我们不仅是车企，更是AI与能源公司
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股市9527
股市9527
·
09-03
$蔚来(NIO)$
第一目标是破掉25年 3元的前低
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股市9527
股市9527
·
09-03
这投行原来目标价7美元，开玩笑
【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期
金吾财讯 | 华尔街投行Freedom Broker发布最新研报，将蔚来 股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于蔚来公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。
【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期
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股市9527
股市9527
·
09-02
$蔚来-SW(09866)$
国产造车只会活三家 比亚迪 小米 和**，各有其广大的收割基础，其余的基本上逐步淘汰，蔚来第一个该死，纯浪费投资者的钱
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不能让他继续融资骗钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/612796896116960","isVote":1,"tweetType":1,"viewCount":2220,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526550619912899","authorId":"3526550619912899","name":"昊1990","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3526550619912899","authorIdStr":"3526550619912899"},"content":"这个垃圾真是没救了，服了","text":"这个垃圾真是没救了，服了","html":"这个垃圾真是没救了，服了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":612874763871480,"gmtCreate":1790646892456,"gmtModify":1790646894205,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"Sx 开始学贾布斯了","listText":"Sx 开始学贾布斯了","text":"Sx 开始学贾布斯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/612874763871480","repostId":"2671526146","repostType":2,"repost":{"id":"2671526146","kind":"news","pubTimestamp":1790643600,"share":"https://www.laohunote.com/m/news/2671526146?lang=zh_CN&edition=full","pubTime":"2026-09-29 09:00","market":"us","language":"zh","title":"李斌亲自交车 吴晓波成为蔚来ES9车主","url":"https://stock-news.laohu8.com/highlight/detail?id=2671526146","media":"快科技","summary":"蔚来创始人、董事长、CEO李斌昨日为财经作家吴晓波交付蔚来ES9。至此，吴晓波成为蔚来ET9、ES9双旗舰车主。在交付现场，吴晓波表示此次增购ES9源于对蔚来品牌服务及此前ET9驾乘体验的认可。ES9将进一步满足其团队出行、商务接待等用车需求。吴晓波与蔚来渊源颇深。","content":"<div>\n<p>蔚来创始人、董事长、CEO李斌昨日为财经作家吴晓波交付蔚来ES9。至此，吴晓波成为蔚来ET9、ES9双旗舰车主。 在交付现场，吴晓波表示此次增购ES9源于对蔚来品牌服务及此前ET9驾乘体验的认可。ES9将进一步满足其团队出行、商务接待等用车需求。 吴晓波与蔚来渊源颇深。2025年7月，吴晓波作为ET9车主参加了蔚来第三工厂（位于合肥新桥智能电动汽车产业园区）的活动，李斌曾与吴晓波进行直播对谈。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609293886058993.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李斌亲自交车 吴晓波成为蔚来ES9车主</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 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class=\"title\">\n李斌亲自交车 吴晓波成为蔚来ES9车主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-29 09:00 北京时间 <a href=http://finance.eastmoney.com/a/202609293886058993.html><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来创始人、董事长、CEO李斌昨日为财经作家吴晓波交付蔚来ES9。至此，吴晓波成为蔚来ET9、ES9双旗舰车主。 在交付现场，吴晓波表示此次增购ES9源于对蔚来品牌服务及此前ET9驾乘体验的认可。ES9将进一步满足其团队出行、商务接待等用车需求。 吴晓波与蔚来渊源颇深。2025年7月，吴晓波作为ET9车主参加了蔚来第三工厂（位于合肥新桥智能电动汽车产业园区）的活动，李斌曾与吴晓波进行直播对谈。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202609293886058993.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","BK4574":"无人驾驶","NIO":"蔚来","09866":"蔚来-SW","BK4509":"腾讯概念","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0052750758.USD":"富兰克林中国基金A Acc","BK4555":"新能源车","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4526":"热门中概股","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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有缅A之风","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605779304116248","repostId":"1133255075","repostType":2,"repost":{"id":"1133255075","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1788861674,"share":"https://www.laohunote.com/m/news/1133255075?lang=zh_CN&edition=full","pubTime":"2026-09-08 18:01","market":"us","language":"zh","title":"Beam Therapeutics在欧洲呼吸学会2026年大会上公布Beam-302治疗α-1抗胰蛋白酶缺乏症1/2期临床试验最新数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1133255075","media":"美股速递","summary":"Beam Therapeutics于欧洲呼吸学会2026年大会上，公布了Beam-302在α-1抗胰蛋白酶缺乏症治疗领域1/2期临床试验的最新临床数据。在大会现场，Beam 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class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-09-08 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Beam Therapeutics于欧洲呼吸学会（ERS）2026年大会上，公布了Beam-302在α-1抗胰蛋白酶缺乏症（AATD）治疗领域1/2期临床试验的最新临床数据。此次披露涵盖疗效与安全性评估的阶段性成果，为这一罕见遗传病的靶向治疗探索注入了新的临床证据。值得关注的是，该候选药物采用碱基编辑技术，直击疾病根源的基因突变位点，有望为AATD患者带来一次性的根本性治疗选择。在大会现场，Beam Therapeutics的研发团队详细阐述了受试者的生物标志物变化、肺功能指标改善趋势以及药物耐受性情况。公司方面表示，这些更新数据进一步验证了Beam-302的潜在疾病修饰作用，并支持其后续临床开发路径的推进。业内分析人士指出，这一进展不仅关乎Beam药业自身管线价值的重估，也可能对AATD现有标准治疗格局构成远期挑战。随着数据成熟度的提升，市场对该项目的关注热度正持续升温。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BEAM":"Beam Therapeutics, Inc.","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4556":"基因编辑","BK4585":"ETF&股票定投概念","BK4505":"高瓴资本持仓","BK4139":"生物科技","BK4535":"淡马锡持仓","BK4611":"AI医疗","LU1861558580.USD":"日兴方舟颠覆性创新基金B"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133255075","content_text":"Beam 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还要腰斩一次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605369334346496","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605022301295480,"gmtCreate":1788747508538,"gmtModify":1788747510604,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"还要跌 钱都被无底洞烧掉了","listText":"还要跌 钱都被无底洞烧掉了","text":"还要跌 钱都被无底洞烧掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605022301295480","repostId":"2665036937","repostType":2,"repost":{"id":"2665036937","kind":"live","pubTimestamp":1788660037,"share":"https://www.laohunote.com/m/news/2665036937?lang=zh_CN&edition=full","pubTime":"2026-09-06 10:00","market":"us","language":"zh","title":"蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计","url":"https://stock-news.laohu8.com/highlight/detail?id=2665036937","media":"智通财经","summary":"蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计提供超1.2亿次换电。","content":"<html><body><div>\n<div>\n 蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计提供超1.2亿次换电。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计</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蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-06 10:00 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来：截至今日，蔚来全国建成9,322座充换电站，其中换电站4,070座，充电站5,252座、充电桩30,280根，累计提供超1.2亿次换电。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4099":"汽车制造商","NIO.SI":"蔚来","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4509":"腾讯概念","BK4531":"中概回港概念","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc 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12:35","market":"sg","language":"zh","title":"李斌称市场低估了蔚来，我们不仅是车企，更是AI与能源公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2664938600","media":"新浪科技","summary":"李斌认为，市场对蔚来的价值存在多重低估。“首先是技术层面，我们的全栈技术自研能力与AI实力远未被充分认知；其次是品牌资产的稀缺性；第三是能源业务，其战略价值与盈利潜力同样被低估；此外，服务与社区业务的价值也长期被忽视，去年该业务收入突破100亿元，今年一、二季度持续保持增长并实现盈利，全年有望延续稳健增长势头，这是一项基于保有量的确定性收益。”","content":"<html><body><div>\n<p> 新浪科技讯 9月4日午间消息，在<a href=\"https://laohu8.com/S/09866\">蔚来</a>二季度业绩沟通会上，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌回应财报发布后股价波动，他谈到，“资本市场定价就是一个市场价格，里面综合了很多东西，2021年我们市值很高，但我们公司现在肯定比那个时候更健康，汽车行业现在还是有点被低估了。”</p>\n<p> 李斌认为，今天整个AI概念给汽车行业带来了三重暴击：“第一是供应链，AI产业对算力的渴求，已导致PCD、铜铁乃至电池等关键物料出现紧缺；第二是人才，具身智能领域热钱涌动，大量公司仅凭几十人团队便坐拥百亿估值，上百家初创企业蜂拥而上，这对技术人才的虹吸效应极为明显；第三是资本，市场注意力被大幅分流。他强调，这并非我们的产品与服务缺乏想象力，而是很多人对我们所在的业务缺乏想象力，我们本质上是能源公司，也是AI公司，但同样必须遵循制造业的客观规律，我也很难说服投资人，只能用经营结果去说服。”</p>\n<p> 李斌认为，市场对蔚来的价值存在多重低估。“首先是技术层面，我们的全栈技术自研能力与AI实力远未被充分认知；其次是品牌资产的稀缺性；第三是能源业务，其战略价值与盈利潜力同样被低估；此外，服务与社区业务的价值也长期被忽视，去年该业务收入突破100亿元，今年一、二季度持续保持增长并实现盈利，全年有望延续稳健增长势头，这是一项基于保有量的确定性收益。”</p>\n<p> 至于资本市场需要多长时间来重新评估？他谈到，“这不是我们能决定的。我们能做的，就是坚持做好自己的事，持续投入品牌建设，保持长期主义的战略定力。”</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李斌称市场低估了蔚来，我们不仅是车企，更是AI与能源公司</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李斌称市场低估了蔚来，我们不仅是车企，更是AI与能源公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-04 12:35 北京时间 <a href=https://finance.sina.com.cn/roll/2026-09-04/doc-iniqrtww0849126.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 9月4日午间消息，在蔚来二季度业绩沟通会上，蔚来创始人、董事长、CEO李斌回应财报发布后股价波动，他谈到，“资本市场定价就是一个市场价格，里面综合了很多东西，2021年我们市值很高，但我们公司现在肯定比那个时候更健康，汽车行业现在还是有点被低估了。”\n 李斌认为，今天整个AI概念给汽车行业带来了三重暴击：“第一是供应链，AI产业对算力的渴求，已导致PCD、铜铁乃至电池等关键物料出现...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2026-09-04/doc-iniqrtww0849126.shtml\">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","BK4504":"桥水持仓","NIO":"蔚来","NIOG":"2倍做多NIO ETF-Leverage Shares","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","NIO.SI":"蔚来","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4099":"汽车制造商","BK4531":"中概回港概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK4532":"文艺复兴科技持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4509":"腾讯概念","BK4588":"碎股","BK4548":"巴美列捷福持仓"},"source_url":"https://finance.sina.com.cn/roll/2026-09-04/doc-iniqrtww0849126.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2664938600","content_text":"新浪科技讯 9月4日午间消息，在蔚来二季度业绩沟通会上，蔚来创始人、董事长、CEO李斌回应财报发布后股价波动，他谈到，“资本市场定价就是一个市场价格，里面综合了很多东西，2021年我们市值很高，但我们公司现在肯定比那个时候更健康，汽车行业现在还是有点被低估了。”\n 李斌认为，今天整个AI概念给汽车行业带来了三重暴击：“第一是供应链，AI产业对算力的渴求，已导致PCD、铜铁乃至电池等关键物料出现紧缺；第二是人才，具身智能领域热钱涌动，大量公司仅凭几十人团队便坐拥百亿估值，上百家初创企业蜂拥而上，这对技术人才的虹吸效应极为明显；第三是资本，市场注意力被大幅分流。他强调，这并非我们的产品与服务缺乏想象力，而是很多人对我们所在的业务缺乏想象力，我们本质上是能源公司，也是AI公司，但同样必须遵循制造业的客观规律，我也很难说服投资人，只能用经营结果去说服。”\n 李斌认为，市场对蔚来的价值存在多重低估。“首先是技术层面，我们的全栈技术自研能力与AI实力远未被充分认知；其次是品牌资产的稀缺性；第三是能源业务，其战略价值与盈利潜力同样被低估；此外，服务与社区业务的价值也长期被忽视，去年该业务收入突破100亿元，今年一、二季度持续保持增长并实现盈利，全年有望延续稳健增长势头，这是一项基于保有量的确定性收益。”\n 至于资本市场需要多长时间来重新评估？他谈到，“这不是我们能决定的。我们能做的，就是坚持做好自己的事，持续投入品牌建设，保持长期主义的战略定力。”","news_type":1,"symbols_score_info":{"09866":1.96,"EVS.SI":0.6,"NIOG":0.6,"NIO.SI":1.96,"NIO":1.96}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603773684252840,"gmtCreate":1788442725428,"gmtModify":1788442727467,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 第一目标是破掉25年 3元的前低","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 第一目标是破掉25年 3元的前低","text":"$蔚来(NIO)$ 第一目标是破掉25年 3元的前低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603773684252840","isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603772384330216,"gmtCreate":1788442399185,"gmtModify":1788442401124,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这投行原来目标价7美元，开玩笑","listText":"这投行原来目标价7美元，开玩笑","text":"这投行原来目标价7美元，开玩笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603772384330216","repostId":"2664872046","repostType":2,"repost":{"id":"2664872046","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1788440414,"share":"https://www.laohunote.com/m/news/2664872046?lang=zh_CN&edition=full","pubTime":"2026-09-03 21:00","market":"us","language":"zh","title":"【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2664872046","media":"金吾财讯","summary":"金吾财讯 | 华尔街投行Freedom Broker发布最新研报，将蔚来 股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于蔚来公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。","content":"<html><body><p>金吾财讯 | 华尔街投行Freedom Broker发布最新研报，将<a href=\"https://laohu8.com/S/09866\">蔚来</a>（NIO）股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。财报显示，蔚来2026年第二季度实现营收321亿元人民币（约合47.4亿美元），同比增长69.1%，但低于Freedom Broker原先预期的339亿元；其中车辆销售收入同比增长80.1%至291亿元，二季度交付量同比增长49.4%至10.77万辆。展望第三季度，蔚来官方给出的营收指引中值为337亿元人民币，低于Fact Set汇总的市场普遍预期的360亿元；交付量指引中值则为10.95万辆。针对这一指引，Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。</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】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期</title>\n<style 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华尔街投行Freedom Broker发布最新研报，将<a href=\"https://laohu8.com/S/09866\">蔚来</a>（NIO）股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。财报显示，蔚来2026年第二季度实现营收321亿元人民币（约合47.4亿美元），同比增长69.1%，但低于Freedom Broker原先预期的339亿元；其中车辆销售收入同比增长80.1%至291亿元，二季度交付量同比增长49.4%至10.77万辆。展望第三季度，蔚来官方给出的营收指引中值为337亿元人民币，低于Fact Set汇总的市场普遍预期的360亿元；交付量指引中值则为10.95万辆。针对这一指引，Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"BK4555":"新能源车","EVS.SI":"MSCI China Electric 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Set汇总的市场普遍预期的360亿元；交付量指引中值则为10.95万辆。针对这一指引，Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。","news_type":1,"symbols_score_info":{"NIOG":0.6,"NIO":1.95,"EVS.SI":0.6,"NIO.SI":1.95,"09866":1.95}},"isVote":1,"tweetType":1,"viewCount":1130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603249424720800,"gmtCreate":1788314678136,"gmtModify":1788317238603,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a 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