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Notefly
Notefly
·
03-29 09:46
空头：新款贵了4000，没人买
雷军：新一代SU7首周交付四五千辆
3月29日，雷军发文透露，新一代SU7首周交付了四五千辆。此前消息，新一代SU7于3月19日正式上市，34分钟锁单1.5万台。3月23日，小米举办新一代SU7交付仪式，雷军透露，新一代SU7锁单量已突破3万台。
雷军：新一代SU7首周交付四五千辆
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Notefly
Notefly
·
03-25
疑似这样，有机会解套我也不玩了，转投英伟达特斯拉等美股大牛才是正途
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Notefly
Notefly
·
03-25
Replying to
@非典风格
:小米汽车出海新闻没看？炒股炒预期//
@非典风格
:利好能出口卖全球的车企，今年国内20多万到30多万之间的车竞争非常激烈，小米无优势。
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Notefly
Notefly
·
03-25
都没卖掉亏啥？好好持有绝对没错，实际做空的需支付贵利，难坚持长久，都是些嘴空
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Notefly
Notefly
·
03-02
期权赌棍对冲搞事情
每日卖空追踪 | 小米集团-W 03月02日卖空量成交5799.1万股，卖空比例为18.32%
小米集团-W北京时间03月02日，跌5.04%，卖空量成交5799.1万股，较上一交易日增加109.59%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。
每日卖空追踪 | 小米集团-W 03月02日卖空量成交5799.1万股，卖空比例为18.32%
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Notefly
Notefly
·
03-02
消退
不及理想、小米和蔚来 问界1月销量出炉：环比腰斩
昨日，多家车企公布2月销量数据，受春节假期影响，整体成绩欠佳。在新势力品牌中，零跑、理想、极氪、蔚来、小米、小鹏均公布了交付量，而鸿蒙智行未公布具体数据。问界公布了1-2月累计销量58000辆，其中2月交付近18000辆，环比下降明显，被理想等品牌反超，但同比增长约20%。问界2月销量不佳在预料之中，因在售SUV面临更新换代，消费者持观望态度。希望问界能尽快调整，以应对2026年更加激烈的市场竞争。
不及理想、小米和蔚来 问界1月销量出炉：环比腰斩
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Notefly
Notefly
·
2025-08-12
这家伙买入后说好话，买入前说丑话，赚麻了
特朗普：会见了英特尔首席执行官会谈非常有趣。
特朗普：会见了英特尔首席执行官会谈非常有趣。
特朗普：会见了英特尔首席执行官会谈非常有趣。
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Notefly
Notefly
·
2025-07-10
总之人气就是火爆，友商求之不得，这就是差距。
小米YU7神话AB面：车主苦等，黄牛入场，友商截胡，供应链绷紧
卖爆的小米YU7，也有幸福的烦恼。自6月26日上市后，小米YU71小时内大定突破28.9万辆。一位看完小米YU7 整场发布会并于当日快速下定的车主对《财经故事荟》表示。据了解，在黑猫投诉平台上，已有多名小米YU7 准车主投诉，“起初下定并不知道交付时间，只有锁单后才知道。”据吴华表示，当下小米YU7 标准版等待时间最长，Max 版本时间短一点。小米YU7 爆火也在供应链体系发生连锁反应。他对《财经故事荟》表示，小米YU7 标准版
小米YU7神话AB面：车主苦等，黄牛入场，友商截胡，供应链绷紧
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Notefly
Notefly
·
2025-07-02
没骨气
又缓和了？马斯克在社媒上发文称赞特朗普
称赞特朗普在解决地区冲突中发挥的作用。
又缓和了？马斯克在社媒上发文称赞特朗普
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Notefly
Notefly
·
2025-06-27
从自己身上找原因
欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人
然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。
欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人
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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雷军：新一代SU7首周交付四五千辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-29 08:25 北京时间 <a href=https://tech.ifeng.com/c/8rskMHz5EWb><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月29日，雷军发文透露，新一代SU7首周交付了四五千辆。此前消息，新一代SU7于3月19日正式上市，34分钟锁单1.5万台。3月23日，小米举办新一代SU7交付仪式，雷军透露，新一代SU7锁单量已突破3万台。</p>\n\n<a href=\"https://tech.ifeng.com/c/8rskMHz5EWb\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","BK4563":"昨日强势股","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","HK0000165453.HKD":"华夏精选大中华科技基金 A类港币","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0823040885.USD":"东方汇理新兴市场焦点股票基金","BK1502":"双十一","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU2152927971.USD":"NORDEA 1 ASIAN STARS EQUITY \"BP\" (USD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1589":"北水核心资产","LU0345776255.USD":"NINETY 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16:30","market":"hk","language":"zh","title":"每日卖空追踪 | 小米集团-W 03月02日卖空量成交5799.1万股，卖空比例为18.32%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616381232","media":"市场透视","summary":"小米集团-W北京时间03月02日，跌5.04%，卖空量成交5799.1万股，较上一交易日增加109.59%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/01810\">小米集团-W</a>（01810.HK）北京时间03月02日，跌5.04%，卖空量成交5799.1万股，较上一交易日增加109.59%</p><p>更多个股卖空数据请看下面视窗：</p><p>卖空数据是观测市场多空博弈的关键指标：</p><p>短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股数据实时性强，适合短线跟踪；美股因T+2延迟，更适用中长期分析。</p><p>需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。理性投资应避免孤立使用，需结合财报、资金流向等多维验证，重点关注趋势变化而非绝对数值。</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</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>每日卖空追踪 | 小米集团-W 03月02日卖空量成交5799.1万股，卖空比例为18.32%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n每日卖空追踪 | 小米集团-W 03月02日卖空量成交5799.1万股，卖空比例为18.32%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-02 16:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163335a4414f7d&s=b><strong>市场透视</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米集团-W（01810.HK）北京时间03月02日，跌5.04%，卖空量成交5799.1万股，较上一交易日增加109.59%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹（空头被迫回补推升股价）；长期结合基本面恶化则预警下行风险。投资者可搭配成交量、行业动态捕捉事件性机会（如财报前卖空激增后的反转）。港股...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302163335a4414f7d&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":{"81810":"小米集团-WR","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0117841782.USD":"JPM GREATER CHINA \"A\" (USD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0417516738.SGD":"Allianz 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11:35","market":"hk","language":"zh","title":"不及理想、小米和蔚来 问界1月销量出炉：环比腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=2616809746","media":"JQman科技网","summary":"昨日，多家车企公布2月销量数据，受春节假期影响，整体成绩欠佳。在新势力品牌中，零跑、理想、极氪、蔚来、小米、小鹏均公布了交付量，而鸿蒙智行未公布具体数据。问界公布了1-2月累计销量58000辆，其中2月交付近18000辆，环比下降明显，被理想等品牌反超，但同比增长约20%。问界2月销量不佳在预料之中，因在售SUV面临更新换代，消费者持观望态度。希望问界能尽快调整，以应对2026年更加激烈的市场竞争。","content":"<html><body><article><p>昨日，多家车企公布2月销量数据，受春节假期影响，整体成绩欠佳。在新势力品牌中，<a href=\"https://laohu8.com/S/09863\">零跑</a>、<a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、小鹏均公布了交付量，而鸿蒙智行未公布具体数据。问界公布了1-2月累计销量58000辆，其中2月交付近18000辆，环比下降明显，被理想等品牌反超，但同比增长约20%。问界2月销量不佳在预料之中，因在售SUV面临更新换代，消费者持观望态度。希望问界能尽快调整，以应对2026年更加激烈的市场竞争。</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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302113536a72fb842&s=b><strong>JQman科技网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日，多家车企公布2月销量数据，受春节假期影响，整体成绩欠佳。在新势力品牌中，零跑、理想、极氪、蔚来、小米、小鹏均公布了交付量，而鸿蒙智行未公布具体数据。问界公布了1-2月累计销量58000辆，其中2月交付近18000辆，环比下降明显，被理想等品牌反超，但同比增长约20%。问界2月销量不佳在预料之中，因在售SUV面临更新换代，消费者持观望态度。希望问界能尽快调整，以应对2026年更加激烈的市场竞争...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260302113536a72fb842&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":{"81810":"小米集团-WR","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) 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04:58","market":"us","language":"zh","title":"特朗普：会见了英特尔首席执行官会谈非常有趣。","url":"https://stock-news.laohu8.com/highlight/detail?id=2558805693","media":"智通财经","summary":"特朗普：会见了英特尔首席执行官会谈非常有趣。","content":"<html><body><div>\n<div>\r\n 特朗普：会见了英特尔首席执行官会谈非常有趣。 </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>特朗普：会见了英特尔首席执行官会谈非常有趣。</title>\n<style 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22:27","market":"hk","language":"zh","title":"小米YU7神话AB面：车主苦等，黄牛入场，友商截胡，供应链绷紧","url":"https://stock-news.laohu8.com/highlight/detail?id=2550656930","media":"财经故事荟","summary":"卖爆的小米YU7，也有幸福的烦恼。自6月26日上市后，小米YU71小时内大定突破28.9万辆。一位看完小米YU7 整场发布会并于当日快速下定的车主对《财经故事荟》表示。据了解，在黑猫投诉平台上，已有多名小米YU7 准车主投诉，“起初下定并不知道交付时间，只有锁单后才知道。”据吴华表示，当下小米YU7 标准版等待时间最长，Max 版本时间短一点。小米YU7 爆火也在供应链体系发生连锁反应。他对《财经故事荟》表示，小米YU7 标准版","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250709223029479v20645u5acv9nra\"/><p>卖爆的<a href=\"https://laohu8.com/S/01810\">小米</a>YU7，也有幸福的烦恼。</p><p><strong>采写／思琪</strong></p><p><strong>编辑／天南</strong></p><p>“走进店里我都不用介绍参数，很多车主只问两个问题：一什么时候能提车；二是有没有券。” 近日，《财经故事荟》探访北京合生汇一家<a href=\"https://laohu8.com/S/81810\">小米</a>汽车直营店时，销售人员吴华（化名）乐观表态。</p><p>他描述的是车主线下购买小米YU7的场景。自6月26日上市后，小米YU71小时内大定突破28.9万辆。</p><p>这是一个什么概念？放眼新势力赛道，2024年全年，<a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏交付量分别为50.45万辆、22.19万辆、19万辆。也就是说，小米YU71小时大定超过了<a href=\"https://laohu8.com/S/09866\">蔚来</a>、小鹏全年的总交付量，超过理想的一半。回想小米SU7，24小时大定才8.89 万辆。</p><p>为什么同样是小米出品，小米SU7和小米YU7的订单量差距如此之大？一方面是比起轿车，中国车主更喜欢 SUV；另一方面是在 SU7上市前，小米汽车的品牌力并未打响。</p><p>一位盲定了YU7的车主表示：“小米SU7上市前，包括我老婆在内的女性，都质疑小米怎么配卖20-30万元的车，现在不管是我们还是她闺蜜都准备抢YU7。”</p><p>透过现象看本质，用户为何愿意买爆小米YU7？小米YU7<span>冲击波</span>刺激了哪些友商？友商们采取了什么措施应对小米YU7爆火？</p><p>一</p><p>苦等的车主，绷紧的供应链</p><p>小米YU7 这么火爆，到底谁在下单？</p><p>在7月2日的直播中，小米集团董事长兼CEO雷军透露，小米YU7预订车主平均年龄33岁，较小米SU7车主年长约3岁，其中女性车主占比更高，达30%，比小米SU725.5% 的女性车主高5个百分点。主要集中在上海、北京、杭州等城市。</p><p>小米汽车所定位人群正是新能源的主流人群。相关媒体调查显示，26岁至45岁年龄段（即 80 后和 90 后）在新能源用户中占比达到 65.1%。</p><p>为什么是小米YU7？</p><p>“它用一个大众能接受的价格，满足了车主几乎所有的需求。” 一位看完小米YU7 整场发布会并于当日快速下定的车主对《财经故事荟》表示。</p><p>还有一位小米YU7 准车主表示， “小米YU7 最大的卖点就是让用户拥有<a href=\"https://laohu8.com/S/RACE\">法拉利</a>般的体验，最大的差异就是比法拉利便宜。”</p><p>“雷总给用户的’情绪价值’没有人能比得过，别说新势力了，小米粉丝黏性甚至比一些历史悠久的车企还要高。” 北京合生汇五楼，一家阿维塔销售人员口中流露出掩饰不住的羡慕。</p><p>7 月 6 日，小米YU7 正式开启全国交付，在诸多网友发布的视频和图片中可以看到，雷军在北京小米科技园亲手给首批 YU7 车主交付新车，并为他们开车门。此前，小米SU7 交付时，雷军同样如此，并且其还请小米SU7 Ultra 准车主吃饭，话家常。</p><p>从某种程度上，小米YU7 满足了车主对于配置、性能以及颜值的综合诉求——既有功能上的，也有情绪上的。</p><p>但漫长的排期，成了车主们的共性痛点，“等或者不等，这是个问题。”</p><p>据了解，在<a href=\"https://laohu8.com/S/002068\">黑猫</a>投诉平台上，已有多名小米YU7 准车主投诉，“起初下定并不知道交付时间，只有锁单后才知道。” 一位刚下定小米YU7 标准版的车主无奈表示，“我提车差不多要等一年，虽然我很喜欢小米YU7，但是我的指标等不了，后续指标延期又要有隐形支出。”</p><p>还有一位需要等待近一年才能提车的小米YU7 准车主考虑转买<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>了。他说一年时间太长了，而且电动汽车的免税政策将于今年年底到期，明年的政策还不知道什么样子。“我等不起了，正好趁现在热度，买蔚来还给报销小米YU7 定金。”</p><p>据吴华表示，当下小米YU7 标准版等待时间最长，Max 版本时间短一点。具体来看，标准版锁单后最快 53-56 周交付，Pro 版锁单后最快 48-51 周交付，Max 版锁单后最快 33-36 周交付。</p><p>面对网友关于提车周期较长的关切，在 7 月 2 日的直播中，雷军出人意料地推荐了竞争对手的车型：“如果大家着急用车，可以考虑小鹏 G7、理想 i8，甚至 Model Y，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近期推出了不少优惠政策。”</p><p>车主苦等背后是小米汽车产能不足。据悉，当前小米汽车在北京经开区只有一个整车制造工厂投产，年产能 15 万辆。另外虽然小米汽车专门为YU7 建造了智能制造产业基地二期项目，但投产日期尚未确定，即使该项目立刻投产，两期项目合计 30 万辆的年产能也只能勉强满足两款车的生产。</p><p>产能瓶颈尚未突破，供应链体系又迎来新的挑战。小米YU7 爆火也在供应链体系发生连锁反应。</p><p>一位不愿透露姓名的供应商人士邓辉（化名）表示，小米YU7 订单激增，小米的供应商们喜忧参半。一方面，火爆的订单需求，带来了潜在的可观营收，以 AR-HUD 独家供应商<a href=\"https://laohu8.com/S/002906\">华阳集团</a>为例，YU7 订单预计带来年营收增量 8-10 亿元。另一方面资金周转压力也陡然增大，不少供应商无法拿到现钱，订单一多可能面临着资金周转压力。</p><p>不过雷军显然已经考虑到了这一问题。据了解，小米已经和银行针对供应商推出了专项信贷产品。目前已经和<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/600000\">浦发银行</a>、<a href=\"https://laohu8.com/S/601328\">交通银行</a>等开展合作。</p><p>小米天星供应链金融平台正是典型案例，它专门针对不同行业客户及业务提供一站式供应链解决方案，从某种程度上能够缓解供应商们因时间未到期无法承兑的问题。该平台工作人员对《财经故事荟》举了一个例子，“如果供应商有一张承兑汇票付款日期在 10 月，但是其 7 月就要用资金，银行无法报下来，那可将承兑汇票交予我们给兑付，从而缓解资金压力。”</p><p>有意思的是，小米YU7 提车太久还影响小米汽车销售人员提成发放。“我们的提成分两次发放，车主下定发一半，提车再发另一半。” 吴华对《财经故事荟》表示，“有的同事离职了还没有拿到第二部分提成。”</p><p>不过，尽管火爆的订单导致工作量大增，交付周期过长又导致提成延后，但比起那些猝然倒闭的新势力如极越、哪咤等，爆卖的小米YU7，起码让小米汽车的销售们，感受到了前所未有的安全感。</p><p>二</p><p>疑似黄牛入场，但赚差价也不容易</p><p>小米YU7 绷紧的产能，漫长的排期，也让一些黄牛们嗅到了赚钱机会。他们打算快速抢单获得更靠前的排期，然后加价转让获利。</p><p>不过，要赚到这笔钱，似乎也并不容易。</p><p>“我是第一批拍下的，20-23 周提车，目前已经拉交付群，只要给我补上 5000 元定金，其他价格好说。” 在闲鱼二手交易平台上，一位内蒙古<a href=\"https://laohu8.com/S/600295\">鄂尔多斯</a>的卖家对《财经故事荟》表示，他是 6 月 26 日晚上 10 点下定小米YU7 标准版的准车主，据其提供的订单，车辆已经待生产中。</p><p>一位自称人在海南的卖家也在转让小米YU7 标准版。“目前交付专家已经拉了交付群，车辆在生产中，预计 31-34 周可提车。” 他说，“原价转让，只要给我定金就行。我觉得等的时间有点久了，而且我现在急用钱，所以含泪转让。”</p><p>据《财经故事荟》了解，闲鱼上有一部分是像上述两位卖家一样的个人车主转让，他们或因为交付周期长或因配置不喜欢而转让订单；此外，还有一部分疑似“黄牛”试图溢价转单谋利。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250709223030433v2062qiko4cv75s\"/><p>“想赚点外快。” 一位北京的卖家郭强（化名）告诉《财经故事荟》，其转让小米YU7 Max 版本，并明确表示北京区域立马可提车，标价 10000 元。“车辆已经到交付中心了，只要购买订单后就可以立即找交付专家提车。” 他说，“10000 元是加价价格，还有 20000 元的定金需要给我，除此以外没有任何额外费用。”</p><p>另一位北京卖家声称，他手里有 14 个不同版本的小米YU7订单等待出售。“不同版本、不同提车日期，价格都不一样。你选择订单后我给你报价。” 他对《财经故事荟》表示，小米YU7 标准版一般溢价 3000-4000 元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250709223045569v206zl8qit1yt2h\"/><p>小米汽车官方允许订单转让吗？《财经故事荟》致电小米汽车官方，其明确表示，下定车主在支付定金后的 168 小时 (即 7 天) 内，可随时修改 YU7 的车辆配置，但锁单之后，车辆已经排产，配置、车牌所有人、交付中心等订单信息无法修改，且定金不退。</p><p>据了解，早在发布会上，雷军就专门提及防范黄牛的举措，明确一个用户仅能下定一台车且锁单一台。</p><p>那这种情况下，订单到底该如何转让呢？目前来看，有 三种方式。</p><p>其一，锁单前转让，提交买家信息。小米官方留给下定车主 7 天犹豫期，在犹豫期间，可更改配置、车牌所有人以及退单等，犹豫期一过将自动锁单。这种方式虽正规但意义不大，因为当下排产已经接近一年，无法满足那些想要快速提车的车主诉求。</p><p>其二，锁单后提车前转让，更改上牌人信息。虽然官方明确表示锁单后，配置、车牌所有人、交付中心等订单信息无法修改，且定金不退，但并不绝对。“锁单之后车辆虽不允许转让，但是有一次更改上牌人信息的机会，不过必须是直系亲属。” 小米汽车官方客服对《财经故事荟》表示。</p><p>“原则上我们锁单后是不允许更改上牌人信息的，就是为了防止一些 “黄牛” 倒卖，但是有一些下定的车主确实填错了信息，我们也是可以给他们更改的。” 小米汽车销售吴华对《财经故事荟》无奈表示。</p><p>这本是为了车主考虑，却给了黄牛可乘之机。“我有办法在提车前更改上牌人信息，不过仅限于北京。” 郭强对《财经故事荟》表示。当问及如何转让时，郭强表示， “你可以理解为我没北京指标，把车挂到你的指标上，你付尾款后相当于购买了一辆新车。”</p><p>还有卖家透露，“有一部分‘黄牛’会拿假的直系亲属证明来要求销售更改车主，但是我们个人卖家一般不会这样做，因为不值当。”</p><p>对此，吴华劝诫车主，“我不建议车主去一些平台购买转让订单，以防上当受骗。此前有一个车主来联系我说购买了我名下的一个客户的订单，但是我沟通后发现，客户并没有转让过订单，甚至不知道这件事。这明确损害了我们车主的权益。”</p><p>其三是提车后转让，以二手车交易方式过户给买家，这个要求买家有同一区域的指标。上述内蒙古以及海南的个人卖家都是以这种方式转让。“我目前了解到的只有这种二手车转让。” 上述内蒙古卖家表示，但这面临一个弊端，“无法申请 1.5 万置换补贴或者 2 万报废补贴，因为这仅限于首任车主使用。” 他说。</p><p>不管是哪种方式，订单转让有风险，车主应谨慎甄选。“我们平台只是给买卖双方提供了一个沟通的桥梁，车辆交易严格管控，线上并不能直接交易，后续交易需要双方商量约定交易。” 闲鱼官方平台表示。</p><p>三</p><p>坐不住的友商着急“截胡”</p><p>当二手车平台上的疑似 \"黄牛\" ，试图加价倒卖订单时，看着小米YU7一小时 28.9 万的大定数据，一些友商们估计已经睡不好觉了。</p><p>目前，小米YU7 瞄准的中大型 SUV 市场上，早已成为红海。乘联会数据显示，2025 年，中大型 SUV 细分市场前 5 个月销量为 35.6 万辆，同比下滑 7.8%；市场份额为 4%，同比缩减 0.7 个百分点。</p><p>内卷之下，小米YU7 销量的增长，势必意味着其他友商销量的同步下滑。</p><p>小米YU7对标的特斯拉 Model Y，似乎是潜在的受冲击者。毕竟，雷军在发布会上处处对标特斯拉 Model Y。</p><p>此前，特斯拉 Model Y 常年霸榜 SUV 冠军之位。据乘联会最新数据显示，特斯拉中国6月批发销量达61021辆,环比增长12.3%，成为<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌销量冠军。</p><p>就在小米YU7 上市后的几天后，特斯拉宣布了涨价，虽然只是 Model 3 长续航版的售价上调 1 万元，但这也表明了特斯拉从容的态度。</p><p>特斯拉如此气定神闲，在于其过去也轻松顶住了小米SU7的冲击波。自 2024 年 3 月 SU7 上市后，整个 2024 年共交付 13.5 万辆，同年特斯拉 Model 3 累计全年销量为 17.68 万辆，依旧同比增长 20%。今年 1-5 月，两者销量不相上下，Model 3 依旧同比增长 42.64%。</p><p>真正遭遇小米YU7冲击波的，一是与其处于同一价格带的中国新能源友商们。从市场来看，在中大型 SUV 市场上，理想 L6、小鹏 G9、蔚来 ES6、问界 M7、智界 R7、唐 L DM、岚图 FREE 等车型都将面临着小米YU7 的围剿。然而这几款产品中只有理想 L6 月销量过万。</p><p>小米YU7 上市后对中国新能源友商们的影响已经反映到了 4S 店和销售人员身上。“我们每天都有任务指标，比如要与多少个客户沟通，小米YU7 上市后，我的很多意向较大的客户下定了小米YU7。” 北京合生汇一家蔚来门店的销售人员李阳（化名）对《财经故事荟》无奈讲道。</p><p>吴华透露，来看小米YU7的车主有一部分是那些想换车但没想好换什么，在几个品牌之间游走的人群。小米YU7上市后，他们果断下定，还有一部分人在徘徊最大的原因就是等待太久。</p><p>针对小米YU7 提车久的问题，不少中国新能源友商们开启了 “抢客” 大战。据不完全统计，阿维塔、智己、蔚来、<a href=\"https://laohu8.com/S/ZK\">极氪</a>、智界等多家友商都表示给小米YU7 下定车主报销 5000 元定金。其中，阿维塔、蔚来、智界可给用户减去 5000 元车价，智己提供 5000 元电卡，极氪提供小程序 5 万积分。</p><p>对于小米YU7 的过于火爆，友商销售人员各有说辞，但都表示 “车是好车，但过于神话了。”</p><p>李阳透露：“小米YU7 到店后，我们组团去试过车，感觉它还是被捧得太高了，有些细节方面还是跟想象有些差距。” 在他看来，一辆 25 万级的车方向盘不能电动调节且没有外后视镜防自动炫目功能是难以想到的。</p><p>二是那些传统豪华制造商们，包括那些降价到与小米YU7 同一区间的二线豪华品牌和 BBA 们，还有那些更高端、更个性的超豪华品牌。小米YU7 对他们的冲击不只是销量更是品牌定位。</p><p>为了能够在电动化路线上复制燃油车的荣光，以防更多的 “小米YU7” 上市后进一步被挤压市场空间，传统豪华制造商们坐不住了。奔驰就为电动超跑概念车提供了装饰性 V8 发动机声浪，试图吸引那些爱玩、会玩的中国年轻车主。</p><p>但这种临时举措恐难奏效。当下，中国车企十几万的车型已配备媲美BBA的标准配置，而传统豪华品牌既缺乏性价比，其严肃高冷的品牌调性对年轻消费者也缺乏吸引力。</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\" 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#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YU7神话AB面：车主苦等，黄牛入场，友商截胡，供应链绷紧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-09 22:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709223048a69fa44c&s=b><strong>财经故事荟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>卖爆的小米YU7，也有幸福的烦恼。采写／思琪编辑／天南“走进店里我都不用介绍参数，很多车主只问两个问题：一什么时候能提车；二是有没有券。” 近日，《财经故事荟》探访北京合生汇一家小米汽车直营店时，销售人员吴华（化名）乐观表态。他描述的是车主线下购买小米YU7的场景。自6月26日上市后，小米YU71小时内大定突破28.9万辆。这是一个什么概念？放眼新势力赛道，2024年全年，理想、蔚来、小鹏交付量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250709223048a69fa44c&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":{"81810":"小米集团-WR","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","XIACF":"Xiaomi Corp.","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1618":"Manus概念股","BK1193":"电脑硬件、储存设备及电脑周边","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","LU1328277881.USD":"MANULIFE GF DRAGON 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的女性车主高5个百分点。主要集中在上海、北京、杭州等城市。小米汽车所定位人群正是新能源的主流人群。相关媒体调查显示，26岁至45岁年龄段（即 80 后和 90 后）在新能源用户中占比达到 65.1%。为什么是小米YU7？“它用一个大众能接受的价格，满足了车主几乎所有的需求。” 一位看完小米YU7 整场发布会并于当日快速下定的车主对《财经故事荟》表示。还有一位小米YU7 准车主表示， “小米YU7 最大的卖点就是让用户拥有法拉利般的体验，最大的差异就是比法拉利便宜。”“雷总给用户的’情绪价值’没有人能比得过，别说新势力了，小米粉丝黏性甚至比一些历史悠久的车企还要高。” 北京合生汇五楼，一家阿维塔销售人员口中流露出掩饰不住的羡慕。7 月 6 日，小米YU7 正式开启全国交付，在诸多网友发布的视频和图片中可以看到，雷军在北京小米科技园亲手给首批 YU7 车主交付新车，并为他们开车门。此前，小米SU7 交付时，雷军同样如此，并且其还请小米SU7 Ultra 准车主吃饭，话家常。从某种程度上，小米YU7 满足了车主对于配置、性能以及颜值的综合诉求——既有功能上的，也有情绪上的。但漫长的排期，成了车主们的共性痛点，“等或者不等，这是个问题。”据了解，在黑猫投诉平台上，已有多名小米YU7 准车主投诉，“起初下定并不知道交付时间，只有锁单后才知道。” 一位刚下定小米YU7 标准版的车主无奈表示，“我提车差不多要等一年，虽然我很喜欢小米YU7，但是我的指标等不了，后续指标延期又要有隐形支出。”还有一位需要等待近一年才能提车的小米YU7 准车主考虑转买蔚来了。他说一年时间太长了，而且电动汽车的免税政策将于今年年底到期，明年的政策还不知道什么样子。“我等不起了，正好趁现在热度，买蔚来还给报销小米YU7 定金。”据吴华表示，当下小米YU7 标准版等待时间最长，Max 版本时间短一点。具体来看，标准版锁单后最快 53-56 周交付，Pro 版锁单后最快 48-51 周交付，Max 版锁单后最快 33-36 周交付。面对网友关于提车周期较长的关切，在 7 月 2 日的直播中，雷军出人意料地推荐了竞争对手的车型：“如果大家着急用车，可以考虑小鹏 G7、理想 i8，甚至 Model Y，特斯拉近期推出了不少优惠政策。”车主苦等背后是小米汽车产能不足。据悉，当前小米汽车在北京经开区只有一个整车制造工厂投产，年产能 15 万辆。另外虽然小米汽车专门为YU7 建造了智能制造产业基地二期项目，但投产日期尚未确定，即使该项目立刻投产，两期项目合计 30 万辆的年产能也只能勉强满足两款车的生产。产能瓶颈尚未突破，供应链体系又迎来新的挑战。小米YU7 爆火也在供应链体系发生连锁反应。一位不愿透露姓名的供应商人士邓辉（化名）表示，小米YU7 订单激增，小米的供应商们喜忧参半。一方面，火爆的订单需求，带来了潜在的可观营收，以 AR-HUD 独家供应商华阳集团为例，YU7 订单预计带来年营收增量 8-10 亿元。另一方面资金周转压力也陡然增大，不少供应商无法拿到现钱，订单一多可能面临着资金周转压力。不过雷军显然已经考虑到了这一问题。据了解，小米已经和银行针对供应商推出了专项信贷产品。目前已经和招商银行、浦发银行、交通银行等开展合作。小米天星供应链金融平台正是典型案例，它专门针对不同行业客户及业务提供一站式供应链解决方案，从某种程度上能够缓解供应商们因时间未到期无法承兑的问题。该平台工作人员对《财经故事荟》举了一个例子，“如果供应商有一张承兑汇票付款日期在 10 月，但是其 7 月就要用资金，银行无法报下来，那可将承兑汇票交予我们给兑付，从而缓解资金压力。”有意思的是，小米YU7 提车太久还影响小米汽车销售人员提成发放。“我们的提成分两次发放，车主下定发一半，提车再发另一半。” 吴华对《财经故事荟》表示，“有的同事离职了还没有拿到第二部分提成。”不过，尽管火爆的订单导致工作量大增，交付周期过长又导致提成延后，但比起那些猝然倒闭的新势力如极越、哪咤等，爆卖的小米YU7，起码让小米汽车的销售们，感受到了前所未有的安全感。二疑似黄牛入场，但赚差价也不容易小米YU7 绷紧的产能，漫长的排期，也让一些黄牛们嗅到了赚钱机会。他们打算快速抢单获得更靠前的排期，然后加价转让获利。不过，要赚到这笔钱，似乎也并不容易。“我是第一批拍下的，20-23 周提车，目前已经拉交付群，只要给我补上 5000 元定金，其他价格好说。” 在闲鱼二手交易平台上，一位内蒙古鄂尔多斯的卖家对《财经故事荟》表示，他是 6 月 26 日晚上 10 点下定小米YU7 标准版的准车主，据其提供的订单，车辆已经待生产中。一位自称人在海南的卖家也在转让小米YU7 标准版。“目前交付专家已经拉了交付群，车辆在生产中，预计 31-34 周可提车。” 他说，“原价转让，只要给我定金就行。我觉得等的时间有点久了，而且我现在急用钱，所以含泪转让。”据《财经故事荟》了解，闲鱼上有一部分是像上述两位卖家一样的个人车主转让，他们或因为交付周期长或因配置不喜欢而转让订单；此外，还有一部分疑似“黄牛”试图溢价转单谋利。“想赚点外快。” 一位北京的卖家郭强（化名）告诉《财经故事荟》，其转让小米YU7 Max 版本，并明确表示北京区域立马可提车，标价 10000 元。“车辆已经到交付中心了，只要购买订单后就可以立即找交付专家提车。” 他说，“10000 元是加价价格，还有 20000 元的定金需要给我，除此以外没有任何额外费用。”另一位北京卖家声称，他手里有 14 个不同版本的小米YU7订单等待出售。“不同版本、不同提车日期，价格都不一样。你选择订单后我给你报价。” 他对《财经故事荟》表示，小米YU7 标准版一般溢价 3000-4000 元。小米汽车官方允许订单转让吗？《财经故事荟》致电小米汽车官方，其明确表示，下定车主在支付定金后的 168 小时 (即 7 天) 内，可随时修改 YU7 的车辆配置，但锁单之后，车辆已经排产，配置、车牌所有人、交付中心等订单信息无法修改，且定金不退。据了解，早在发布会上，雷军就专门提及防范黄牛的举措，明确一个用户仅能下定一台车且锁单一台。那这种情况下，订单到底该如何转让呢？目前来看，有 三种方式。其一，锁单前转让，提交买家信息。小米官方留给下定车主 7 天犹豫期，在犹豫期间，可更改配置、车牌所有人以及退单等，犹豫期一过将自动锁单。这种方式虽正规但意义不大，因为当下排产已经接近一年，无法满足那些想要快速提车的车主诉求。其二，锁单后提车前转让，更改上牌人信息。虽然官方明确表示锁单后，配置、车牌所有人、交付中心等订单信息无法修改，且定金不退，但并不绝对。“锁单之后车辆虽不允许转让，但是有一次更改上牌人信息的机会，不过必须是直系亲属。” 小米汽车官方客服对《财经故事荟》表示。“原则上我们锁单后是不允许更改上牌人信息的，就是为了防止一些 “黄牛” 倒卖，但是有一些下定的车主确实填错了信息，我们也是可以给他们更改的。” 小米汽车销售吴华对《财经故事荟》无奈表示。这本是为了车主考虑，却给了黄牛可乘之机。“我有办法在提车前更改上牌人信息，不过仅限于北京。” 郭强对《财经故事荟》表示。当问及如何转让时，郭强表示， “你可以理解为我没北京指标，把车挂到你的指标上，你付尾款后相当于购买了一辆新车。”还有卖家透露，“有一部分‘黄牛’会拿假的直系亲属证明来要求销售更改车主，但是我们个人卖家一般不会这样做，因为不值当。”对此，吴华劝诫车主，“我不建议车主去一些平台购买转让订单，以防上当受骗。此前有一个车主来联系我说购买了我名下的一个客户的订单，但是我沟通后发现，客户并没有转让过订单，甚至不知道这件事。这明确损害了我们车主的权益。”其三是提车后转让，以二手车交易方式过户给买家，这个要求买家有同一区域的指标。上述内蒙古以及海南的个人卖家都是以这种方式转让。“我目前了解到的只有这种二手车转让。” 上述内蒙古卖家表示，但这面临一个弊端，“无法申请 1.5 万置换补贴或者 2 万报废补贴，因为这仅限于首任车主使用。” 他说。不管是哪种方式，订单转让有风险，车主应谨慎甄选。“我们平台只是给买卖双方提供了一个沟通的桥梁，车辆交易严格管控，线上并不能直接交易，后续交易需要双方商量约定交易。” 闲鱼官方平台表示。三坐不住的友商着急“截胡”当二手车平台上的疑似 \"黄牛\" ，试图加价倒卖订单时，看着小米YU7一小时 28.9 万的大定数据，一些友商们估计已经睡不好觉了。目前，小米YU7 瞄准的中大型 SUV 市场上，早已成为红海。乘联会数据显示，2025 年，中大型 SUV 细分市场前 5 个月销量为 35.6 万辆，同比下滑 7.8%；市场份额为 4%，同比缩减 0.7 个百分点。内卷之下，小米YU7 销量的增长，势必意味着其他友商销量的同步下滑。小米YU7对标的特斯拉 Model Y，似乎是潜在的受冲击者。毕竟，雷军在发布会上处处对标特斯拉 Model Y。此前，特斯拉 Model Y 常年霸榜 SUV 冠军之位。据乘联会最新数据显示，特斯拉中国6月批发销量达61021辆,环比增长12.3%，成为豪华品牌销量冠军。就在小米YU7 上市后的几天后，特斯拉宣布了涨价，虽然只是 Model 3 长续航版的售价上调 1 万元，但这也表明了特斯拉从容的态度。特斯拉如此气定神闲，在于其过去也轻松顶住了小米SU7的冲击波。自 2024 年 3 月 SU7 上市后，整个 2024 年共交付 13.5 万辆，同年特斯拉 Model 3 累计全年销量为 17.68 万辆，依旧同比增长 20%。今年 1-5 月，两者销量不相上下，Model 3 依旧同比增长 42.64%。真正遭遇小米YU7冲击波的，一是与其处于同一价格带的中国新能源友商们。从市场来看，在中大型 SUV 市场上，理想 L6、小鹏 G9、蔚来 ES6、问界 M7、智界 R7、唐 L DM、岚图 FREE 等车型都将面临着小米YU7 的围剿。然而这几款产品中只有理想 L6 月销量过万。小米YU7 上市后对中国新能源友商们的影响已经反映到了 4S 店和销售人员身上。“我们每天都有任务指标，比如要与多少个客户沟通，小米YU7 上市后，我的很多意向较大的客户下定了小米YU7。” 北京合生汇一家蔚来门店的销售人员李阳（化名）对《财经故事荟》无奈讲道。吴华透露，来看小米YU7的车主有一部分是那些想换车但没想好换什么，在几个品牌之间游走的人群。小米YU7上市后，他们果断下定，还有一部分人在徘徊最大的原因就是等待太久。针对小米YU7 提车久的问题，不少中国新能源友商们开启了 “抢客” 大战。据不完全统计，阿维塔、智己、蔚来、极氪、智界等多家友商都表示给小米YU7 下定车主报销 5000 元定金。其中，阿维塔、蔚来、智界可给用户减去 5000 元车价，智己提供 5000 元电卡，极氪提供小程序 5 万积分。对于小米YU7 的过于火爆，友商销售人员各有说辞，但都表示 “车是好车，但过于神话了。”李阳透露：“小米YU7 到店后，我们组团去试过车，感觉它还是被捧得太高了，有些细节方面还是跟想象有些差距。” 在他看来，一辆 25 万级的车方向盘不能电动调节且没有外后视镜防自动炫目功能是难以想到的。二是那些传统豪华制造商们，包括那些降价到与小米YU7 同一区间的二线豪华品牌和 BBA 们，还有那些更高端、更个性的超豪华品牌。小米YU7 对他们的冲击不只是销量更是品牌定位。为了能够在电动化路线上复制燃油车的荣光，以防更多的 “小米YU7” 上市后进一步被挤压市场空间，传统豪华制造商们坐不住了。奔驰就为电动超跑概念车提供了装饰性 V8 发动机声浪，试图吸引那些爱玩、会玩的中国年轻车主。但这种临时举措恐难奏效。当下，中国车企十几万的车型已配备媲美BBA的标准配置，而传统豪华品牌既缺乏性价比，其严肃高冷的品牌调性对年轻消费者也缺乏吸引力。","news_type":1,"symbols_score_info":{"81810":0.9,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":0.6,"01810":1,"XIACF":0.9}},"isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452309740228856,"gmtCreate":1751450322923,"gmtModify":1751450324557,"author":{"id":"4194549013639532","authorId":"4194549013639532","name":"Notefly","avatar":"https://static.tigerbbs.com/4085c065020b29998aa89fcc7e38ed60","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194549013639532","idStr":"4194549013639532"},"themes":[],"htmlText":"没骨气","listText":"没骨气","text":"没骨气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452309740228856","repostId":"1120804839","repostType":2,"repost":{"id":"1120804839","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":1751448643,"share":"https://www.laohu8.com/m/news/1120804839?lang=zh_CN&edition=full","pubTime":"2025-07-02 17:30","market":"us","language":"zh","title":"又缓和了？马斯克在社媒上发文称赞特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=1120804839","media":"老虎资讯综合","summary":"称赞特朗普在解决地区冲突中发挥的作用。","content":"<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></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\" 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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又缓和了？马斯克在社媒上发文称赞特朗普\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\">2025-07-02 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。</p><p>特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。</p><p>马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。</p><p>有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。</p><p>马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。</p><p>截至发稿，特斯拉盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577e3b6900f0ee088821e34044f7b68a\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/173fde582312fee7c623bc652b87a77f","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120804839","content_text":"特斯拉CEO马斯克周三(7月2日)在社交平台X上发帖文，称赞特朗普在解决地区冲突中发挥的作用。特朗普稍早在社交平台上表示，美国和以色列就加沙局势进行长时间会谈，以色列已同意与哈马斯达成60日停火协议的必要条件，呼吁哈马斯也接受协议。马斯克其后在X平台上分享特朗普这一帖文截图并配文称，“该称赞的还是要称赞”，特朗普成功解决了全球多宗重大冲突。不过，马斯克未有明确举例说明。有网民在帖文下留言表示迷惑，称“老兄，你一会儿批评他，一会儿又称赞他？”，“又成朋友了？”；另有网民称，不懂特朗普与马斯克之间“爱恨交织的关系”。马斯克最近因反对“大而美”税收和支出法案而与特朗普关系“破裂”。特朗普稍早声言，可能要让政府效率部(DOGE)调查一下马斯克旗下多间公司获取政府补贴的情况，又称会考虑将马斯克驱逐出美国，特斯拉股价昨日一度大跌超7%。截至发稿，特斯拉盘前涨超1%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450403701588592,"gmtCreate":1750990460432,"gmtModify":1750990461959,"author":{"id":"4194549013639532","authorId":"4194549013639532","name":"Notefly","avatar":"https://static.tigerbbs.com/4085c065020b29998aa89fcc7e38ed60","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4194549013639532","idStr":"4194549013639532"},"themes":[],"htmlText":"从自己身上找原因","listText":"从自己身上找原因","text":"从自己身上找原因","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450403701588592","repostId":"2546520277","repostType":2,"repost":{"id":"2546520277","kind":"news","pubTimestamp":1750978959,"share":"https://www.laohu8.com/m/news/2546520277?lang=zh_CN&edition=full","pubTime":"2025-06-27 07:02","market":"us","language":"zh","title":"欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人","url":"https://stock-news.laohu8.com/highlight/detail?id=2546520277","media":"智通财经","summary":"然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。","content":"<html><head></head><body><p>6月27日，据媒体援引消息人士透露的信息报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。</p><p>据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。</p><p>根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。</p><p>欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。</p><p>在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。</p><p>截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。</p><p>华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 生产的重新提速(这一情况在本季度仍略有持续)，可能会导致数据表现不佳。</p><p>Kallo写道：“交付量仍是基本面的重要组成部分，但我们注意到，近期推出的自动驾驶出租车服务以及人们对这一机遇的热切期待，可能会在短期内占据主导地位。我们认为，推出一款更经济实惠的车型可能会给2025年下半年带来净负利润的影响。”</p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>则发布研报称，重申对特斯拉股票的“卖出”评级，目标价仅仅设定为215美元。瑞银预计特斯拉<a href=\"https://laohu8.com/S/QTWO\">Q2</a>全球交付量约为36.6万辆，同比下降18%，环比增长9%，比市场普遍预期足足低10%。</p><p>瑞银在研究报告中表示，由于投资者们持续聚焦特斯拉近日正在测试的完全自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(基于特斯拉AI超算体系打造的FSD、Robotaxi和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务，这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景持续恶化，市场为已经很昂贵的人工智能期权注入更高溢价，实际支撑数据却寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。</p></body></html>","source":"stock_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>欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人</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{ 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}\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欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 07:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1310570.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310570.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4592":"伊斯兰概念","BK4612":"AI芯片","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BSNM7G36.USD":"NEUBERGER 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INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLA":"特斯拉","BK4555":"新能源车","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310570.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546520277","content_text":"6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 生产的重新提速(这一情况在本季度仍略有持续)，可能会导致数据表现不佳。Kallo写道：“交付量仍是基本面的重要组成部分，但我们注意到，近期推出的自动驾驶出租车服务以及人们对这一机遇的热切期待，可能会在短期内占据主导地位。我们认为，推出一款更经济实惠的车型可能会给2025年下半年带来净负利润的影响。”瑞银则发布研报称，重申对特斯拉股票的“卖出”评级，目标价仅仅设定为215美元。瑞银预计特斯拉Q2全球交付量约为36.6万辆，同比下降18%，环比增长9%，比市场普遍预期足足低10%。瑞银在研究报告中表示，由于投资者们持续聚焦特斯拉近日正在测试的完全自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(基于特斯拉AI超算体系打造的FSD、Robotaxi和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务，这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景持续恶化，市场为已经很昂贵的人工智能期权注入更高溢价，实际支撑数据却寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2843,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586795520445315","authorId":"3586795520445315","name":"吃土的枣树","avatar":"https://static.tigerbbs.com/4d9dd72f198ddce054dae1d6efecc198","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3586795520445315","idStr":"3586795520445315"},"content":"赶紧找个背锅的[真香]","text":"赶紧找个背锅的[真香]","html":"赶紧找个背锅的[真香]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}