新加坡投资圈

09-23 16:21

【新能源周榜】2025年第38周新势力车企销量（9.15-9.21）

$特斯拉(TSLA)$ 中国销量1.73万辆$零跑汽车(09863)$ 销量1.29万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量1.08万辆$赛力斯(601127)$ 问界销量1.02万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.92万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.86万辆$蔚来(NIO)$ $蔚来-SW(09866)$

【新能源周榜】2025年第38周新势力车企销量（9.15-9.21）

小虎老师

09-23 15:54

🎉新交所重磅上线 iEdge Next 50指数：聚焦中盘股，42%为SREITs

2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5 亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust $凯德雅诗阁信托(HMN.SI)$ （4.0%）· Keppel REIT $吉宝房地产信托(K71U.SI)$ （4.9%）· Suntec REIT $新达产业信托(T82U.SI)$ （4.0%）· ParkwayLife REIT

🎉新交所重磅上线 iEdge Next 50指数：聚焦中盘股，42%为SREITs

黑夜萤火

09-22 09:38

同事的大众还在开，我的新能源换了好几辆[流泪]

OUE REIT

09-19

SIAS Corporate Connect Featuring OUE REIT

Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! $华联房地产投资信托(TS0U.SI)$

SIAS Corporate Connect Featuring OUE REIT

OUE REIT

09-17

OUE REIT Benefitting from Declining SORA Rates

📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: $华联房地产投资信托(TS0U.SI)$

OUE REIT Benefitting from Declining SORA Rates

永长红

09-16

小鹏的飞行汽车好像出事了。

小白虎2020

09-16

这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么

新能源Bot

09-16

【新能源周榜】2025年第37周新势力车企销量（9.8-9.14）

$特斯拉(TSLA)$ 中国销量1.54万辆$零跑汽车(09863)$ 销量1.30万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.98万辆$赛力斯(601127)$ 问界销量0.86万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.81万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.81万辆$蔚来(NIO)$ $蔚来-SW(09866)$

【新能源周榜】2025年第37周新势力车企销量（9.8-9.14）

OUE REIT

09-16

Ed Sheeran Pop-Up at Mandarin Gallery

𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the

Ed Sheeran Pop-Up at Mandarin Gallery

OUE REIT

09-10

OUE REIT’s growth playbook — Singapore-centric assets with interest rate tailwinds

As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬. 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret

OUE REIT’s growth playbook — Singapore-centric assets with interest rate tailwinds

rororoororor

09-09

Replying to @forcec:你记得就行//@forcec:谁还记得今年的目标是44万台//@只买特斯拉信仰股:四季度蔚来目标5万辆/月，平均1.25万辆/周。

我要做镰刀

09-09

Replying to @只买特斯拉信仰股:you sb?//@只买特斯拉信仰股:四季度蔚来目标5万辆/月，平均1.25万辆/周。

只买特斯拉信仰股

09-09

四季度蔚来目标5万辆/月，平均1.25万辆/周。

新能源Bot

09-09

【新能源周榜】2025年第36周新势力车企销量（9.1-9.7）

$特斯拉(TSLA)$ 中国销量1.43万辆$零跑汽车(09863)$ 销量1.08万辆$赛力斯(601127)$ 问界销量0.74万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.67万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.62万辆$理想汽车(LI)$

【新能源周榜】2025年第36周新势力车企销量（9.1-9.7）

OUE REIT

09-09

OUE REIT: REITs on the Move with Trading Representatives

OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho

OUE REIT: REITs on the Move with Trading Representatives

OUE REIT

09-08

OUE REIT has emerged as one of the top-performing REITs in Singapore as of 1 Sep 2025

Excited to share that OUE REIT has emerged as one of the top-performing REITs in Singapore with a remarkable 18.3% increase in unit price as of September 1, 2025! Read more: https://www-theedgesingapore-com.cdn.ampproject.org/c/s/www.theedgesingapore.com/amp/news/reits-report-2025/two-reits-stand-out-year-sept-1-price-performance $华联房地产投资信托(TS0U.SI)$

OUE REIT has emerged as one of the top-performing REITs in Singapore as of 1 Sep 2025

也正阿杜

09-05

认可

新能源Bot

09-05

21首发｜李斌最新闭门会：冲刺盈利，蔚来如何把1%的希望变为可能

“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C

21首发｜李斌最新闭门会：冲刺盈利，蔚来如何把1%的希望变为可能

既见未来为何不buy

09-04

体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先

新能源Bot

09-04

从被嘲笑到被认可：蔚来的“体系化优势”到底是什么？

大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来

从被嘲笑到被认可：蔚来的“体系化优势”到底是什么？

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href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量1.02万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.73万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.29万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量1.02万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.73万辆$零跑汽车(09863)$ 销量1.29万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量1.08万辆$赛力斯(601127)$ 问界销量1.02万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.92万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.86万辆$蔚来(NIO)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/2467fa945cc102551e6994b97954ecf3","width":"2067","height":"4497"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/481711918354536","isVote":1,"tweetType":1,"viewCount":9996,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":4,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","text":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","html":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481705146142872,"gmtCreate":1758614068609,"gmtModify":1758614993381,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"🎉新交所重磅上线 iEdge Next 50指数：聚焦中盘股，42%为SREITs","htmlText":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5&nbsp;亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust <a target=\"_blank\" href=\"https://ttm.financial/S/HMN.SI\">$凯德雅诗阁信托(HMN.SI)$</a> （4.0%）· Keppel REIT <a target=\"_blank\" href=\"https://ttm.financial/S/K71U.SI\">$吉宝房地产信托(K71U.SI)$</a> （4.9%）· Suntec REIT <a target=\"_blank\" href=\"https://ttm.financial/S/T82U.SI\">$新达产业信托(T82U.SI)$</a> （4.0%）· ParkwayLife REIT","listText":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5&nbsp;亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust <a target=\"_blank\" href=\"https://ttm.financial/S/HMN.SI\">$凯德雅诗阁信托(HMN.SI)$</a> （4.0%）· Keppel REIT <a target=\"_blank\" href=\"https://ttm.financial/S/K71U.SI\">$吉宝房地产信托(K71U.SI)$</a> （4.9%）· Suntec REIT <a target=\"_blank\" href=\"https://ttm.financial/S/T82U.SI\">$新达产业信托(T82U.SI)$</a> （4.0%）· ParkwayLife REIT","text":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5 亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust $凯德雅诗阁信托(HMN.SI)$ （4.0%）· Keppel REIT $吉宝房地产信托(K71U.SI)$ （4.9%）· Suntec REIT $新达产业信托(T82U.SI)$ （4.0%）· ParkwayLife REIT","images":[{"img":"https://community-static.tradeup.com/news/00c535bab358f0593ee467973f6c2376"},{"img":"https://community-static.tradeup.com/news/fb6ea43b0b9264c50ef56ad8e4da1e95"},{"img":"https://community-static.tradeup.com/news/2cc9f91224dd008ba4f35c5f6509a99d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/481705146142872","isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":481201215312000,"gmtCreate":1758505104971,"gmtModify":1758505107513,"author":{"id":"3492775086346023","authorId":"3492775086346023","name":"黑夜萤火","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492775086346023","authorIdStr":"3492775086346023"},"themes":[],"htmlText":"同事的大众还在开，我的新能源换了好几辆[流泪]","listText":"同事的大众还在开，我的新能源换了好几辆[流泪]","text":"同事的大众还在开，我的新能源换了好几辆[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481201215312000","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480234284716800,"gmtCreate":1758268877914,"gmtModify":1758269341458,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"SIAS Corporate Connect Featuring OUE REIT","htmlText":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/d59a4e67cdbd7013e9f7d3e22552f7b0","width":"1588","height":"3400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480234284716800","isVote":1,"tweetType":1,"viewCount":21220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479421717914352,"gmtCreate":1758081819808,"gmtModify":1758081858154,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT Benefitting from Declining SORA Rates","htmlText":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/d4333075c90d1d78a7c970c52841f694","width":"1200","height":"1200"},{"img":"https://static.tigerbbs.com/d258b3a62eae58532666a80b939ab537","width":"1200","height":"1200"},{"img":"https://static.tigerbbs.com/a865e301ef2cf318ed8752c7cb5d5b81","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479421717914352","isVote":1,"tweetType":1,"viewCount":21277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":479245803565840,"gmtCreate":1758038183481,"gmtModify":1758038185878,"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"永长红","avatar":"https://static.tigerbbs.com/66b8eaac81a92d39bfdcef1516da6dfb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"themes":[],"htmlText":"小鹏的飞行汽车好像出事了。","listText":"小鹏的飞行汽车好像出事了。","text":"小鹏的飞行汽车好像出事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479245803565840","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479188643737728,"gmtCreate":1758007851533,"gmtModify":1758007854040,"author":{"id":"3557142821476837","authorId":"3557142821476837","name":"小白虎2020","avatar":"https://static.tigerbbs.com/8b95f391866fd8f77496b25145f71970","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557142821476837","authorIdStr":"3557142821476837"},"themes":[],"htmlText":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","listText":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","text":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479188643737728","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479168788717760,"gmtCreate":1758004201551,"gmtModify":1758004304318,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2025年第37周新势力车企销量（9.8-9.14）","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.54万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.30万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.98万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.54万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.30万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.98万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.54万辆$零跑汽车(09863)$ 销量1.30万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.98万辆$赛力斯(601127)$ 问界销量0.86万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.81万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.81万辆$蔚来(NIO)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/9e3dfe0ef7baf930f18e92856f1e3b2b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":11,"repostSize":2,"link":"https://laohu8.com/post/479168788717760","isVote":1,"tweetType":1,"viewCount":32503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":7,"crmLevelSwitch":1,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"content":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000","text":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000","html":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479104485801984,"gmtCreate":1757987691855,"gmtModify":1757989599500,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Ed Sheeran Pop-Up at Mandarin Gallery","htmlText":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","listText":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","text":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","images":[{"img":"https://static.tigerbbs.com/4f890bafa05792f0e3bb7783aba546f4","width":"1277","height":"1602"},{"img":"https://static.tigerbbs.com/c33e5102de5bfd74aa75174a7841e4f5","width":"5565","height":"4169"},{"img":"https://static.tigerbbs.com/4cca638380461fcbb8033c528f5ab467","width":"800","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479104485801984","isVote":1,"tweetType":1,"viewCount":19662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":477060072227584,"gmtCreate":1757492182998,"gmtModify":1757494926955,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT’s growth playbook — Singapore-centric assets with interest rate tailwinds","htmlText":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬.&nbsp; 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","listText":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬.&nbsp; 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","text":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬. 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","images":[{"img":"https://static.tigerbbs.com/0f5117648c04671e43106846375c54a8","width":"903","height":"596"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/477060072227584","isVote":1,"tweetType":1,"viewCount":19314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476772125331584,"gmtCreate":1757421786751,"gmtModify":1757421789625,"author":{"id":"4089521024625950","authorId":"4089521024625950","name":"rororoororor","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089521024625950","authorIdStr":"4089521024625950"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:你记得就行//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:谁还记得今年的目标是44万台//<a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:四季度蔚来目标5万辆/月，平均1.25万辆/周。","listText":"Replying to <a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:你记得就行//<a href=\"https://laohu8.com/U/3518983480179242\">@forcec</a>:谁还记得今年的目标是44万台//<a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:四季度蔚来目标5万辆/月，平均1.25万辆/周。","text":"Replying to @forcec:你记得就行//@forcec:谁还记得今年的目标是44万台//@只买特斯拉信仰股:四季度蔚来目标5万辆/月，平均1.25万辆/周。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476772125331584","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476768843416416,"gmtCreate":1757420759873,"gmtModify":1757422655887,"author":{"id":"3493078634162771","authorId":"3493078634162771","name":"我要做镰刀","avatar":"https://static.tigerbbs.com/6365846faba6b598ce7c03c4b7c652b0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3493078634162771","authorIdStr":"3493078634162771"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:you&nbsp; sb?//<a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:四季度蔚来目标5万辆/月，平均1.25万辆/周。","listText":"Replying to <a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:you&nbsp; sb?//<a href=\"https://laohu8.com/U/3457517955991377\">@只买特斯拉信仰股</a>:四季度蔚来目标5万辆/月，平均1.25万辆/周。","text":"Replying to @只买特斯拉信仰股:you sb?//@只买特斯拉信仰股:四季度蔚来目标5万辆/月，平均1.25万辆/周。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/476768843416416","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476712820990800,"gmtCreate":1757407411256,"gmtModify":1757407413247,"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买特斯拉信仰股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"themes":[],"htmlText":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","listText":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","text":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476712820990800","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476764952121536,"gmtCreate":1757401718732,"gmtModify":1757401737985,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2025年第36周新势力车企销量（9.1-9.7）","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.43万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.74万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.67万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.62万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.43万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.74万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.67万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.62万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.43万辆$零跑汽车(09863)$ 销量1.08万辆$赛力斯(601127)$ 问界销量0.74万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.67万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.62万辆$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/1bf0cd9dbdacb7f8d14f19d6eea22bbc","width":"2070","height":"4482"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":4,"repostSize":5,"link":"https://laohu8.com/post/476764952121536","isVote":1,"tweetType":1,"viewCount":30850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买特斯拉信仰股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","text":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","html":"四季度蔚来目标5万辆/月，平均1.25万辆/周。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476709824160080,"gmtCreate":1757390318080,"gmtModify":1757392862841,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT: REITs on the Move with Trading Representatives","htmlText":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","listText":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","text":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","images":[{"img":"https://static.tigerbbs.com/7e5d80223bec2b58965732c1483bc241","width":"1600","height":"1200"},{"img":"https://static.tigerbbs.com/9d47472ac2efb8f9b9dddfc5ba976f37","width":"1200","height":"1600"},{"img":"https://static.tigerbbs.com/cdd1d353a1de345162ffbe6150ef6c36","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476709824160080","isVote":1,"tweetType":1,"viewCount":18266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":476343639216712,"gmtCreate":1757298821781,"gmtModify":1757300003523,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT has emerged as one of the top-performing REITs in Singapore as of 1 Sep 2025","htmlText":"Excited to share that OUE REIT has emerged as one of the top-performing REITs in Singapore with a remarkable 18.3% increase in unit price as of September 1, 2025! Read more: https://www-theedgesingapore-com.cdn.ampproject.org/c/s/www.theedgesingapore.com/amp/news/reits-report-2025/two-reits-stand-out-year-sept-1-price-performance <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"Excited to share that OUE REIT has emerged as one of the top-performing REITs in Singapore with a remarkable 18.3% increase in unit price as of September 1, 2025! Read more: https://www-theedgesingapore-com.cdn.ampproject.org/c/s/www.theedgesingapore.com/amp/news/reits-report-2025/two-reits-stand-out-year-sept-1-price-performance <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"Excited to share that OUE REIT has emerged as one of the top-performing REITs in Singapore with a remarkable 18.3% increase in unit price as of September 1, 2025! Read more: https://www-theedgesingapore-com.cdn.ampproject.org/c/s/www.theedgesingapore.com/amp/news/reits-report-2025/two-reits-stand-out-year-sept-1-price-performance $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/69368120a4d93693e1ea48fc23964152","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476343639216712","isVote":1,"tweetType":1,"viewCount":17217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":475368148222072,"gmtCreate":1757060079721,"gmtModify":1757060869236,"author":{"id":"4217905905641542","authorId":"4217905905641542","name":"也正阿杜","avatar":"https://static.tigerbbs.com/23d4a40f9fa357b8fb2d8ef8bd62ebbc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217905905641542","authorIdStr":"4217905905641542"},"themes":[],"htmlText":"认可","listText":"认可","text":"认可","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475368148222072","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475262405484744,"gmtCreate":1757058396612,"gmtModify":1757063002331,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"21首发｜李斌最新闭门会：冲刺盈利，蔚来如何把1%的希望变为可能","htmlText":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","listText":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","text":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","images":[{"img":"https://static.tigerbbs.com/2ef4eb249e39eeec913d5ab875d92363"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475262405484744","isVote":1,"tweetType":1,"viewCount":12920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474984347025408,"gmtCreate":1756980828792,"gmtModify":1756980869157,"author":{"id":"4102215890557810","authorId":"4102215890557810","name":"既见未来为何不buy","avatar":"https://static.tigerbbs.com/1692c496a16dc739aa49dbced53efc95","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102215890557810","authorIdStr":"4102215890557810"},"themes":[],"htmlText":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","listText":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","text":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474984347025408","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474899345592656,"gmtCreate":1756969464455,"gmtModify":1756969575306,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"从被嘲笑到被认可：蔚来的“体系化优势”到底是什么？","htmlText":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","listText":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","text":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","images":[{"img":"https://static.tigerbbs.com/126049864f5df91aaec0e64fc03f41af","width":"1092","height":"504"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/474899345592656","isVote":1,"tweetType":1,"viewCount":11118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102215890557810","authorId":"4102215890557810","name":"既见未来为何不buy","avatar":"https://static.tigerbbs.com/1692c496a16dc739aa49dbced53efc95","crmLevel":5,"crmLevelSwitch":0,"idStr":"4102215890557810","authorIdStr":"4102215890557810"},"content":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","text":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","html":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先"}],"imageCount":1,"langContent":"CN","totalScore":0}],"essenList":[{"id":481705146142872,"gmtCreate":1758614068609,"gmtModify":1758614993381,"author":{"id":"36989258284800","authorId":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36989258284800","authorIdStr":"36989258284800"},"themes":[],"title":"🎉新交所重磅上线 iEdge Next 50指数：聚焦中盘股，42%为SREITs","htmlText":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5&nbsp;亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust <a target=\"_blank\" href=\"https://ttm.financial/S/HMN.SI\">$凯德雅诗阁信托(HMN.SI)$</a> （4.0%）· Keppel REIT <a target=\"_blank\" href=\"https://ttm.financial/S/K71U.SI\">$吉宝房地产信托(K71U.SI)$</a> （4.9%）· Suntec REIT <a target=\"_blank\" href=\"https://ttm.financial/S/T82U.SI\">$新达产业信托(T82U.SI)$</a> （4.0%）· ParkwayLife REIT","listText":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5&nbsp;亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust <a target=\"_blank\" href=\"https://ttm.financial/S/HMN.SI\">$凯德雅诗阁信托(HMN.SI)$</a> （4.0%）· Keppel REIT <a target=\"_blank\" href=\"https://ttm.financial/S/K71U.SI\">$吉宝房地产信托(K71U.SI)$</a> （4.9%）· Suntec REIT <a target=\"_blank\" href=\"https://ttm.financial/S/T82U.SI\">$新达产业信托(T82U.SI)$</a> （4.0%）· ParkwayLife REIT","text":"2025 年 9 月 22 日，新加坡交易所（SGX）正式挂牌发布 iEdge Singapore Next 50 Liquidity Weighted Index（下称“Next 50 流动性指数”）。这是继传统市值加权指数之后，新交所首次将“中盘”与“高流动性”两大因子同时注入单只旗舰指数，为投资者提供一条一键布局新加坡“第二梯队”龙头、且侧重成交活跃度的全新通道。一、指数定位：跳过“巨无霸”，直击“成交王”Next 50 流动性指数剔除市值最大的 30 只主板股票，从第 31–80 名的范围内再按最近 12 个月成交额加权，确保“谁交易最活跃、谁占比最大”。截至挂牌日，指数共 50 只成份股，总市值约 422.5 亿新元，9 成以上日均成交在新交所排名前 100。图源：新交所官网图源：新交所官网二、REITs 权重逾 42%，天然高息防御底仓根据最新样本，REITs 板块以 42.77% 的权重遥遥领先，远高于传统宽基指数 20% 左右的水平。图源：新交所官网前十大 REIT 包括：· CapitaLand Ascott Trust $凯德雅诗阁信托(HMN.SI)$ （4.0%）· Keppel REIT $吉宝房地产信托(K71U.SI)$ （4.9%）· Suntec REIT $新达产业信托(T82U.SI)$ （4.0%）· ParkwayLife REIT","images":[{"img":"https://community-static.tradeup.com/news/00c535bab358f0593ee467973f6c2376"},{"img":"https://community-static.tradeup.com/news/fb6ea43b0b9264c50ef56ad8e4da1e95"},{"img":"https://community-static.tradeup.com/news/2cc9f91224dd008ba4f35c5f6509a99d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/481705146142872","isVote":1,"tweetType":1,"viewCount":3381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":481711918354536,"gmtCreate":1758615663431,"gmtModify":1758615998475,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2025年第38周新势力车企销量（9.15-9.21）","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.73万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.29万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量1.02万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.73万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.29万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量1.02万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.73万辆$零跑汽车(09863)$ 销量1.29万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量1.08万辆$赛力斯(601127)$ 问界销量1.02万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.92万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.86万辆$蔚来(NIO)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/2467fa945cc102551e6994b97954ecf3","width":"2067","height":"4497"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/481711918354536","isVote":1,"tweetType":1,"viewCount":9996,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":4,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","text":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆","html":"L90是不错，但是会抹掉L60的销量，ES8也不错，但是其他车都很难卖了，最终还是在2万辆"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481201215312000,"gmtCreate":1758505104971,"gmtModify":1758505107513,"author":{"id":"3492775086346023","authorId":"3492775086346023","name":"黑夜萤火","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492775086346023","authorIdStr":"3492775086346023"},"themes":[],"htmlText":"同事的大众还在开，我的新能源换了好几辆[流泪]","listText":"同事的大众还在开，我的新能源换了好几辆[流泪]","text":"同事的大众还在开，我的新能源换了好几辆[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481201215312000","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480234284716800,"gmtCreate":1758268877914,"gmtModify":1758269341458,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"SIAS Corporate Connect Featuring OUE REIT","htmlText":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"Join us for the Corporate Connect webinar hosted by the Securities Investors Association (Singapore), where Mr Han Khim Siew and CFO Mr Lionel Chua will share insights on OUE REIT’s resilient, Singapore-centric portfolio and how we are positioned to benefit from declining interest rates. 📅Date: Tuesday, 7 October 2025 🕧Time: 7.00pm - 8.00pm 👉Registration link: https://lnkd.in/gu3nX8uf See you there! $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/d59a4e67cdbd7013e9f7d3e22552f7b0","width":"1588","height":"3400"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480234284716800","isVote":1,"tweetType":1,"viewCount":21220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479421717914352,"gmtCreate":1758081819808,"gmtModify":1758081858154,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT Benefitting from Declining SORA Rates","htmlText":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","listText":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: <a href=\"https://laohu8.com/S/TS0U.SI\">$华联房地产投资信托(TS0U.SI)$</a>","text":"📉 Lower rates, stronger returns. At OUE REIT, we have benefited—and will continue to benefit—from a lower interest rate environment. Here’s how easing rates are driving our DPU growth: $华联房地产投资信托(TS0U.SI)$","images":[{"img":"https://static.tigerbbs.com/d4333075c90d1d78a7c970c52841f694","width":"1200","height":"1200"},{"img":"https://static.tigerbbs.com/d258b3a62eae58532666a80b939ab537","width":"1200","height":"1200"},{"img":"https://static.tigerbbs.com/a865e301ef2cf318ed8752c7cb5d5b81","width":"1200","height":"1200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479421717914352","isVote":1,"tweetType":1,"viewCount":21277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},{"id":475262405484744,"gmtCreate":1757058396612,"gmtModify":1757063002331,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"21首发｜李斌最新闭门会：冲刺盈利，蔚来如何把1%的希望变为可能","htmlText":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","listText":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a>但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","text":"“很长一段时间内，这个世界上可能少于1%的人相信我们四季度能盈利。”财报发布会后第二天，上海漕河泾蔚来总部，蔚来创始人、CEO李斌在小范围媒体沟通会上说。这的确是一个充满挑战的目标。成立十年，蔚来在研发、基建和多品牌方面都处于投入期，如何从投资阶段转向财务收益，从一季度亏损60亿到四季度盈利，看起来几乎是不可能完成的任务，外界的质疑也很合理。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$但李斌认为，只要长期主义和短期执行结合好，外界就能看到蔚来的竞争力。“安心卖车、安心交付车、安心提效，四季度踏踏实实干活，盈利挑战非常大，但这场仗有机会打赢，也必须打赢。”为实现这一目标，李斌为我们详解了盈利账：四季度月交付量达到5万辆，毛利率恢复到16%-17%左右，同时销售管理费用和研发费用控制在合理范围。也就是说，在今年第四季度，蔚来三个品牌的总产能要达到月均5.6万辆，以实现季度总销量15万辆的目标。从质疑到可能，蔚来靠的是一个又一个小的胜仗。“从L90开始，大家觉得我们应该是有机会的，新ES8出来确实比预期更好一些，大家的信心更强了。”李斌回顾。蔚来业绩因此在2025年第二季度迎来了复苏迹象。财报数据显示，二季度蔚来交付72056辆汽车，同比增长25.6%，环比增长71.2%；营收达到190.1亿元，同比增长9.0%，环比增长57.9%。李斌表示，“今年二季度，蔚来进入了新的发展周期，无论是销量还是经营，都重新回到了上升轨道。”向好背后，是李斌推行的一系列改革措施和新产品策略明显见效。今年以来，李斌在内部推行了C","images":[{"img":"https://static.tigerbbs.com/2ef4eb249e39eeec913d5ab875d92363"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/475262405484744","isVote":1,"tweetType":1,"viewCount":12920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":471309346414792,"gmtCreate":1756088127548,"gmtModify":1756190337538,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"租电 30.88 万元起，此后所有豪车都要问自己，凭什么贵过蔚来 ES8？","htmlText":"不知道在今天发布会开场前的黑幕时刻，李斌会不会回想起 8 年前他站在五棵松舞台上的场景。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 那是 2017 年 12 月 16 日，第一次 NIO Day，蔚来第一次将一辆「可充可换可升级」的新能源车辆推向市场，随之被订购一空，李斌评价那个时刻是「中国高端汽车品牌的起点」，既意气风发，也让人心潮澎湃。5 年后，2022 年的冬天，第二代 ES8 在蔚来最艰难的低谷登场，市场竞争、亏损压力、交付不及预期，ES8 不再只是耀眼的符号，它更像是一面镜子，映照出蔚来在跌跌撞撞中寻找方向的挣扎。&nbsp;到今天，蔚来的情况或许依然算不上太好，但持续多年的技术积累、逐渐完善的全域能源网络、不断成熟的用户运营能力却都映射在了这台第三代 ES8 上，它似乎少了一份惊艳，但却多了一份历经风雨的沉稳与自信。这种自信，在李斌报出预售价格时来到了顶点——六/七座行政豪华版预售 41.68 万元，租电 30.88 万元起；六座行政签名版预售 45.68 万元起，租电 34.88 万元起。这个价格意味着，按照预售价格会比正式价格至少高一两万的行业惯例，蔚来 ES8 最终的 BaaS 租电售价会在 30 万以下。正如我在直播间看到的一行弹幕——&nbsp;从此之后，L90 定义实用，ES8 定义豪华。三代 ES8，也正是中国新能源汽车从勇敢启程，到跌宕求索，再到自信定义的缩影。&nbsp;全新 ES8，为成功而设计蔚来 ES8 从中大型 SUV 升格成大型豪华 SUV，最直接的体现在于它的","listText":"不知道在今天发布会开场前的黑幕时刻，李斌会不会回想起 8 年前他站在五棵松舞台上的场景。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 那是 2017 年 12 月 16 日，第一次 NIO Day，蔚来第一次将一辆「可充可换可升级」的新能源车辆推向市场，随之被订购一空，李斌评价那个时刻是「中国高端汽车品牌的起点」，既意气风发，也让人心潮澎湃。5 年后，2022 年的冬天，第二代 ES8 在蔚来最艰难的低谷登场，市场竞争、亏损压力、交付不及预期，ES8 不再只是耀眼的符号，它更像是一面镜子，映照出蔚来在跌跌撞撞中寻找方向的挣扎。&nbsp;到今天，蔚来的情况或许依然算不上太好，但持续多年的技术积累、逐渐完善的全域能源网络、不断成熟的用户运营能力却都映射在了这台第三代 ES8 上，它似乎少了一份惊艳，但却多了一份历经风雨的沉稳与自信。这种自信，在李斌报出预售价格时来到了顶点——六/七座行政豪华版预售 41.68 万元，租电 30.88 万元起；六座行政签名版预售 45.68 万元起，租电 34.88 万元起。这个价格意味着，按照预售价格会比正式价格至少高一两万的行业惯例，蔚来 ES8 最终的 BaaS 租电售价会在 30 万以下。正如我在直播间看到的一行弹幕——&nbsp;从此之后，L90 定义实用，ES8 定义豪华。三代 ES8，也正是中国新能源汽车从勇敢启程，到跌宕求索，再到自信定义的缩影。&nbsp;全新 ES8，为成功而设计蔚来 ES8 从中大型 SUV 升格成大型豪华 SUV，最直接的体现在于它的","text":"不知道在今天发布会开场前的黑幕时刻，李斌会不会回想起 8 年前他站在五棵松舞台上的场景。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 那是 2017 年 12 月 16 日，第一次 NIO Day，蔚来第一次将一辆「可充可换可升级」的新能源车辆推向市场，随之被订购一空，李斌评价那个时刻是「中国高端汽车品牌的起点」，既意气风发，也让人心潮澎湃。5 年后，2022 年的冬天，第二代 ES8 在蔚来最艰难的低谷登场，市场竞争、亏损压力、交付不及预期，ES8 不再只是耀眼的符号，它更像是一面镜子，映照出蔚来在跌跌撞撞中寻找方向的挣扎。 到今天，蔚来的情况或许依然算不上太好，但持续多年的技术积累、逐渐完善的全域能源网络、不断成熟的用户运营能力却都映射在了这台第三代 ES8 上，它似乎少了一份惊艳，但却多了一份历经风雨的沉稳与自信。这种自信，在李斌报出预售价格时来到了顶点——六/七座行政豪华版预售 41.68 万元，租电 30.88 万元起；六座行政签名版预售 45.68 万元起，租电 34.88 万元起。这个价格意味着，按照预售价格会比正式价格至少高一两万的行业惯例，蔚来 ES8 最终的 BaaS 租电售价会在 30 万以下。正如我在直播间看到的一行弹幕—— 从此之后，L90 定义实用，ES8 定义豪华。三代 ES8，也正是中国新能源汽车从勇敢启程，到跌宕求索，再到自信定义的缩影。 全新 ES8，为成功而设计蔚来 ES8 从中大型 SUV 升格成大型豪华 SUV，最直接的体现在于它的","images":[{"img":"https://static.tigerbbs.com/92fefbc4c3a2454c6b728a0ba78fa0f3","width":"700","height":"466"},{"img":"https://static.tigerbbs.com/b51f8eb8e4aea435edcc7db9008aaca3","width":"1080","height":"551"},{"img":"https://static.tigerbbs.com/1c9928e291733ad3cd48c9d65ea892e8","width":"1080","height":"588"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/471309346414792","isVote":1,"tweetType":1,"viewCount":6737,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010313","authorId":"10000000000010313","name":"艾迪尔00","avatar":"https://static.tigerbbs.com/acbcdba23abf01629ff9868ac714915f","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010313","authorIdStr":"10000000000010313"},"content":"厉害，值得关注！👍","text":"厉害，值得关注！👍","html":"厉害，值得关注！👍"}],"imageCount":27,"langContent":"CN","totalScore":0},{"id":474491868504400,"gmtCreate":1756869982744,"gmtModify":1756870111306,"author":{"id":"3524106587938986","authorId":"3524106587938986","name":"资本要闻","avatar":"https://static.tigerbbs.com/4b73ab963c29c77d538b8de17c26e931","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106587938986","authorIdStr":"3524106587938986"},"themes":[],"title":"双旗舰SUV策略成功，蔚来二季度财报发布，经营拐点已现","htmlText":"2025年9月2日，蔚来集团（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第二季度财务报告，多项核心经营指标显著改善，展现出强劲的复苏势头。财报显示，公司在产品策略、技术自研与组织效率提升的多重驱动下，已成功迈过经营拐点，为下半年高质量发展奠定坚实基础。核心财务指标全面向好，经营现金流转正本季度，蔚来实现新车交付72,056台，环比大幅增长71.2%，创下近年单季交付增速新高。尤其值得关注的是，根据最新数据，蔚来公司8月单月交付量达到31,305台，再度环比大涨超50%，显示出强劲的反弹动力。基于二季度卓越的交付表现，蔚来二季度总营收实现190.1亿元，环比增长超57.9%，同比增长9%，重回快速增长轨道。毛利率的改善成为本期财报最大亮点。公司综合毛利率达到10%，环比显著提升，整车毛利率与其他销售毛利率均超出市场预期。这一转变主要得益于自研神玑NX9031芯片的量产上车，带来单车成本降低约万元，同时5566系列新车型终端价格企稳回升，共同推动盈利能力结构性好转。值得一提的是，蔚来创始人、董事长、CEO李斌在2025年二季度财报电话会上表示，蔚来公司长期努力的目标是毛利率实现20%——蔚来品牌目标毛利率将达到20%的水平，并在此基础上向25%努力；乐道品牌毛利率将在15%毛利基础上争取实现更高毛利；萤火虫品牌毛利率在10%左右。事实上，基于这个目标，蔚来公司在产品定义时已经做好充分准备，通过长期自研技术积累以及成本控制措施达到的降本能力来为产品激进定价进行较强的成本支撑，这也是为何近期蔚来新产品竞争力如此之强的原因。更令人鼓舞的是，公司经营现金流回升至272亿元水平并转为正值，同样优于市场预期。这些信号一致表明，蔚来经营已迈过关键拐点，整体复苏趋势正在加速。史上最强季度指引，三季度交付预计超8.7万台基于当前良好的增长态势，蔚来发布了被业内称为\"史","listText":"2025年9月2日，蔚来集团（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第二季度财务报告，多项核心经营指标显著改善，展现出强劲的复苏势头。财报显示，公司在产品策略、技术自研与组织效率提升的多重驱动下，已成功迈过经营拐点，为下半年高质量发展奠定坚实基础。核心财务指标全面向好，经营现金流转正本季度，蔚来实现新车交付72,056台，环比大幅增长71.2%，创下近年单季交付增速新高。尤其值得关注的是，根据最新数据，蔚来公司8月单月交付量达到31,305台，再度环比大涨超50%，显示出强劲的反弹动力。基于二季度卓越的交付表现，蔚来二季度总营收实现190.1亿元，环比增长超57.9%，同比增长9%，重回快速增长轨道。毛利率的改善成为本期财报最大亮点。公司综合毛利率达到10%，环比显著提升，整车毛利率与其他销售毛利率均超出市场预期。这一转变主要得益于自研神玑NX9031芯片的量产上车，带来单车成本降低约万元，同时5566系列新车型终端价格企稳回升，共同推动盈利能力结构性好转。值得一提的是，蔚来创始人、董事长、CEO李斌在2025年二季度财报电话会上表示，蔚来公司长期努力的目标是毛利率实现20%——蔚来品牌目标毛利率将达到20%的水平，并在此基础上向25%努力；乐道品牌毛利率将在15%毛利基础上争取实现更高毛利；萤火虫品牌毛利率在10%左右。事实上，基于这个目标，蔚来公司在产品定义时已经做好充分准备，通过长期自研技术积累以及成本控制措施达到的降本能力来为产品激进定价进行较强的成本支撑，这也是为何近期蔚来新产品竞争力如此之强的原因。更令人鼓舞的是，公司经营现金流回升至272亿元水平并转为正值，同样优于市场预期。这些信号一致表明，蔚来经营已迈过关键拐点，整体复苏趋势正在加速。史上最强季度指引，三季度交付预计超8.7万台基于当前良好的增长态势，蔚来发布了被业内称为\"史","text":"2025年9月2日，蔚来集团（NYSE:NIO;HKEX:9866;SGX:NIO）公布了2025年第二季度财务报告，多项核心经营指标显著改善，展现出强劲的复苏势头。财报显示，公司在产品策略、技术自研与组织效率提升的多重驱动下，已成功迈过经营拐点，为下半年高质量发展奠定坚实基础。核心财务指标全面向好，经营现金流转正本季度，蔚来实现新车交付72,056台，环比大幅增长71.2%，创下近年单季交付增速新高。尤其值得关注的是，根据最新数据，蔚来公司8月单月交付量达到31,305台，再度环比大涨超50%，显示出强劲的反弹动力。基于二季度卓越的交付表现，蔚来二季度总营收实现190.1亿元，环比增长超57.9%，同比增长9%，重回快速增长轨道。毛利率的改善成为本期财报最大亮点。公司综合毛利率达到10%，环比显著提升，整车毛利率与其他销售毛利率均超出市场预期。这一转变主要得益于自研神玑NX9031芯片的量产上车，带来单车成本降低约万元，同时5566系列新车型终端价格企稳回升，共同推动盈利能力结构性好转。值得一提的是，蔚来创始人、董事长、CEO李斌在2025年二季度财报电话会上表示，蔚来公司长期努力的目标是毛利率实现20%——蔚来品牌目标毛利率将达到20%的水平，并在此基础上向25%努力；乐道品牌毛利率将在15%毛利基础上争取实现更高毛利；萤火虫品牌毛利率在10%左右。事实上，基于这个目标，蔚来公司在产品定义时已经做好充分准备，通过长期自研技术积累以及成本控制措施达到的降本能力来为产品激进定价进行较强的成本支撑，这也是为何近期蔚来新产品竞争力如此之强的原因。更令人鼓舞的是，公司经营现金流回升至272亿元水平并转为正值，同样优于市场预期。这些信号一致表明，蔚来经营已迈过关键拐点，整体复苏趋势正在加速。史上最强季度指引，三季度交付预计超8.7万台基于当前良好的增长态势，蔚来发布了被业内称为\"史","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/474491868504400","isVote":1,"tweetType":1,"viewCount":10963,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010481","authorId":"10000000000010481","name":"暮烟风雨","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010481","authorIdStr":"10000000000010481"},"content":"上车机会给了，如果再赚不到钱就不要怪别人了","text":"上车机会给了，如果再赚不到钱就不要怪别人了","html":"上车机会给了，如果再赚不到钱就不要怪别人了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476709824160080,"gmtCreate":1757390318080,"gmtModify":1757392862841,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT: REITs on the Move with Trading Representatives","htmlText":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","listText":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","text":"OUE REIT had the pleasure of hosting a site visit for more than 15 trading representatives at Hilton Singapore Orchard and Mandarin Gallery in August. During the session, we shared our insights on how OUE REIT has benefited from its 100% Singapore-focused portfolio and the significant decline in interest rates. Hear what trading representatives think about OUE REIT [胜利] Law Chei Guan: With ~S$5.8 billion AUM and properties strategically located in Singapore’s key business and tourism districts, OUE REIT combines stable income resilience from commercial assets with upside potential from hospitality. It was a valuable learning experience seeing firsthand how OUE REIT balances near-term profitability with long-term growth opportunities. Eric Oh: OUE REIT: The Barbell Strategist: Office and Ho","images":[{"img":"https://static.tigerbbs.com/7e5d80223bec2b58965732c1483bc241","width":"1600","height":"1200"},{"img":"https://static.tigerbbs.com/9d47472ac2efb8f9b9dddfc5ba976f37","width":"1200","height":"1600"},{"img":"https://static.tigerbbs.com/cdd1d353a1de345162ffbe6150ef6c36","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476709824160080","isVote":1,"tweetType":1,"viewCount":18266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":479104485801984,"gmtCreate":1757987691855,"gmtModify":1757989599500,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Ed Sheeran Pop-Up at Mandarin Gallery","htmlText":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","listText":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","text":"𝐅𝐫𝐨𝐦 𝐋𝐚𝐛𝐮𝐛𝐮 𝐭𝐨 𝐑𝐨𝐬é 𝐭𝐨 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 — 𝐌𝐚𝐧𝐝𝐚𝐫𝐢𝐧 𝐆𝐚𝐥𝐥𝐞𝐫𝐲 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞𝐬 𝐭𝐨 𝐛𝐫𝐢𝐧𝐠 𝐞𝐱𝐜𝐥𝐮𝐬𝐢𝐯𝐞 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞 𝐭𝐨 𝐎𝐫𝐜𝐡𝐚𝐫𝐝 𝐑𝐨𝐚𝐝. At OUE REIT, we know that 𝐮𝐧𝐢𝐪𝐮𝐞, 𝐰𝐨𝐫𝐥𝐝-𝐜𝐥𝐚𝐬𝐬 𝐞𝐱𝐩𝐞𝐫𝐢𝐞𝐧𝐜𝐞𝐬 are key to driving footfall and supporting our tenants’ success. In July, we brought 𝐋𝐚𝐛𝐮𝐛𝐮 to Mandarin Gallery. In August, 𝐑𝐨𝐬é 𝐟𝐫𝐨𝐦 𝐁𝐋𝐀𝐂𝐊𝐏𝐈𝐍𝐊. And we’re not stopping there.Building on the success of our earlier pop-ups, we’re excited to unveil the next big experience this September— Ed Sheeran’s Play at Mandarin Gallery! We’re especially excited to celebrate his brand-new album Play with an exclusive 𝐒𝐡𝐞𝐞𝐫𝐢𝐨𝐬 𝐩𝐫𝐞𝐯𝐢𝐞𝐰 𝐨𝐧 11 𝐒𝐞𝐩𝐭𝐞𝐦𝐛𝐞𝐫 — one day ahead of the global launch. Missed the preview? Don’t worry — you can still explore the interactive photo spots and shop 𝐥𝐢𝐦𝐢𝐭𝐞𝐝-𝐞𝐝𝐢𝐭𝐢𝐨𝐧 𝐄𝐝 𝐒𝐡𝐞𝐞𝐫𝐚𝐧 𝐦𝐞𝐫𝐜𝐡𝐚𝐧𝐝𝐢𝐬𝐞, available only at the","images":[{"img":"https://static.tigerbbs.com/4f890bafa05792f0e3bb7783aba546f4","width":"1277","height":"1602"},{"img":"https://static.tigerbbs.com/c33e5102de5bfd74aa75174a7841e4f5","width":"5565","height":"4169"},{"img":"https://static.tigerbbs.com/4cca638380461fcbb8033c528f5ab467","width":"800","height":"600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479104485801984","isVote":1,"tweetType":1,"viewCount":19662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":474557604667728,"gmtCreate":1756886031612,"gmtModify":1756969589457,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"NIO 2025Q2财报电话会要点回顾：体系化进阶与新周期起航","htmlText":"2025年第二季度，NIO召开了财报电话会。我边听边做了些笔记，如有差错，以公司官方IR披露为准，不代表任何企业内容发布。以下是我整理的要点：自研芯片与智能化NIO的自研神玑芯片已在ET9、ES6、EC6、ET5、ET5T等车型上成功搭载，并运行NWM（蔚来世界模型）。此前大家提到的VLA只是NWM的功能子集，而NWM完整功能仅用5个月就实现交付，技术迭代速度非常快。乐道品牌热销乐道L90销量超预期，正与供应链伙伴协同提升产能，满足强劲需求。L90的热销正在持续提升乐道的品牌势能，而L60在8月份的订单也创下了今年新高。萤火虫的突破作为高端小车市场的旗舰，Firefly（萤火虫）交付表现突出：三个月累计超过1万台，上月更是突破4300台，需求呈现稳定增长。销售与服务网络NIO已拥有176家NIO House、416家NIO Space；乐道则有414家门店、388家服务中心和68家交付中心。整体来看，已经具备同时服务三个品牌的能力。补能网络优势NIO自建超过27000根超充桩和目的地充电桩，是中国自建超充桩最多的车企。随着时间推移，换电网络的体验优势将愈发凸显。新周期的开启二季度开始，研发、基建、多品牌的体系化布局逐步展现竞争力。全新ES8与L90的热销，证明了“可充可换可升级”的纯电路线正确。大三排SUV全面进入纯电时代，有望带动更多车型的销量提升。产能与交付目标L90目标在10月实现全供应链1.5万台产能，ES8则在12月爬坡至同水平。公司整体目标是四季度月均交付5万台，三个品牌合计超过15万台。盈利能力四季度公司目标是实现盈亏平衡，整车毛利率预计在16-17%，其中L90和ES8的单车毛利可达20%。成本与研发投入研发费用在Q3/Q4将维持在20亿元水平。SG&amp;A费用控制在10%以内。整体来看，成本管理得当，技术研发投入保持长期竞争力。供应链与电池公司正优先保","listText":"2025年第二季度，NIO召开了财报电话会。我边听边做了些笔记，如有差错，以公司官方IR披露为准，不代表任何企业内容发布。以下是我整理的要点：自研芯片与智能化NIO的自研神玑芯片已在ET9、ES6、EC6、ET5、ET5T等车型上成功搭载，并运行NWM（蔚来世界模型）。此前大家提到的VLA只是NWM的功能子集，而NWM完整功能仅用5个月就实现交付，技术迭代速度非常快。乐道品牌热销乐道L90销量超预期，正与供应链伙伴协同提升产能，满足强劲需求。L90的热销正在持续提升乐道的品牌势能，而L60在8月份的订单也创下了今年新高。萤火虫的突破作为高端小车市场的旗舰，Firefly（萤火虫）交付表现突出：三个月累计超过1万台，上月更是突破4300台，需求呈现稳定增长。销售与服务网络NIO已拥有176家NIO House、416家NIO Space；乐道则有414家门店、388家服务中心和68家交付中心。整体来看，已经具备同时服务三个品牌的能力。补能网络优势NIO自建超过27000根超充桩和目的地充电桩，是中国自建超充桩最多的车企。随着时间推移，换电网络的体验优势将愈发凸显。新周期的开启二季度开始，研发、基建、多品牌的体系化布局逐步展现竞争力。全新ES8与L90的热销，证明了“可充可换可升级”的纯电路线正确。大三排SUV全面进入纯电时代，有望带动更多车型的销量提升。产能与交付目标L90目标在10月实现全供应链1.5万台产能，ES8则在12月爬坡至同水平。公司整体目标是四季度月均交付5万台，三个品牌合计超过15万台。盈利能力四季度公司目标是实现盈亏平衡，整车毛利率预计在16-17%，其中L90和ES8的单车毛利可达20%。成本与研发投入研发费用在Q3/Q4将维持在20亿元水平。SG&amp;A费用控制在10%以内。整体来看，成本管理得当，技术研发投入保持长期竞争力。供应链与电池公司正优先保","text":"2025年第二季度，NIO召开了财报电话会。我边听边做了些笔记，如有差错，以公司官方IR披露为准，不代表任何企业内容发布。以下是我整理的要点：自研芯片与智能化NIO的自研神玑芯片已在ET9、ES6、EC6、ET5、ET5T等车型上成功搭载，并运行NWM（蔚来世界模型）。此前大家提到的VLA只是NWM的功能子集，而NWM完整功能仅用5个月就实现交付，技术迭代速度非常快。乐道品牌热销乐道L90销量超预期，正与供应链伙伴协同提升产能，满足强劲需求。L90的热销正在持续提升乐道的品牌势能，而L60在8月份的订单也创下了今年新高。萤火虫的突破作为高端小车市场的旗舰，Firefly（萤火虫）交付表现突出：三个月累计超过1万台，上月更是突破4300台，需求呈现稳定增长。销售与服务网络NIO已拥有176家NIO House、416家NIO Space；乐道则有414家门店、388家服务中心和68家交付中心。整体来看，已经具备同时服务三个品牌的能力。补能网络优势NIO自建超过27000根超充桩和目的地充电桩，是中国自建超充桩最多的车企。随着时间推移，换电网络的体验优势将愈发凸显。新周期的开启二季度开始，研发、基建、多品牌的体系化布局逐步展现竞争力。全新ES8与L90的热销，证明了“可充可换可升级”的纯电路线正确。大三排SUV全面进入纯电时代，有望带动更多车型的销量提升。产能与交付目标L90目标在10月实现全供应链1.5万台产能，ES8则在12月爬坡至同水平。公司整体目标是四季度月均交付5万台，三个品牌合计超过15万台。盈利能力四季度公司目标是实现盈亏平衡，整车毛利率预计在16-17%，其中L90和ES8的单车毛利可达20%。成本与研发投入研发费用在Q3/Q4将维持在20亿元水平。SG&A费用控制在10%以内。整体来看，成本管理得当，技术研发投入保持长期竞争力。供应链与电池公司正优先保","images":[{"img":"https://static.tigerbbs.com/e6507b43b2555757fc77bc3e93128e48","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":2,"repostSize":5,"link":"https://laohu8.com/post/474557604667728","isVote":1,"tweetType":1,"viewCount":9009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010485","authorId":"10000000000010485","name":"上山抓牛股","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010485","authorIdStr":"10000000000010485"},"content":"蔚来的债务就算Q4扭亏为盈，都要很多年才可能还清债务，况且毛利率很低，接下来新能源更卷，别说蔚来了，强如**比亚迪都很艰难","text":"蔚来的债务就算Q4扭亏为盈，都要很多年才可能还清债务，况且毛利率很低，接下来新能源更卷，别说蔚来了，强如**比亚迪都很艰难","html":"蔚来的债务就算Q4扭亏为盈，都要很多年才可能还清债务，况且毛利率很低，接下来新能源更卷，别说蔚来了，强如**比亚迪都很艰难"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":477060072227584,"gmtCreate":1757492182998,"gmtModify":1757494926955,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"OUE REIT’s growth playbook — Singapore-centric assets with interest rate tailwinds","htmlText":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬.&nbsp; 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","listText":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬.&nbsp; 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","text":"As global uncertainties persist, OUE REIT’s strategic positioning becomes more apparent. Anchored by a Singapore-centric portfolio and supported by an easing interest rate environment, OUE REIT offers both defensive resilience and opportunistic upside. Here’s why [你懂的] 𝐂𝐚𝐩𝐢𝐭𝐚𝐥𝐢𝐬𝐞 𝐨𝐧 𝐥𝐨𝐰𝐞𝐫 𝐒𝐎𝐑𝐀 𝐫𝐚𝐭𝐞𝐬 𝐰𝐡𝐢𝐥𝐞 𝐚𝐯𝐨𝐢𝐝𝐢𝐧𝐠 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝐨𝐯𝐞𝐫𝐬𝐞𝐚𝐬 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭 𝐫𝐚𝐭𝐞𝐬. 100% Singapore-dollar funding. Completed OUE Bayfront refinancing with the first Green Loan to achieve significant interest cost savings compared to the existing facilities. Only 22.5% of total debt is due in 2026 post refinancing. 100% 𝐒𝐢𝐧𝐠𝐚𝐩𝐨𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨. Our prime offices enjoy resilient occupier demand, and with steady tourism recovery and a rising middle class in Asean, driving further growth in our hotels and ret","images":[{"img":"https://static.tigerbbs.com/0f5117648c04671e43106846375c54a8","width":"903","height":"596"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/477060072227584","isVote":1,"tweetType":1,"viewCount":19314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":479168788717760,"gmtCreate":1758004201551,"gmtModify":1758004304318,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2025年第37周新势力车企销量（9.8-9.14）","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.54万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.30万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.98万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.54万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.30万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.98万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.86万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量0.81万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.54万辆$零跑汽车(09863)$ 销量1.30万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.98万辆$赛力斯(601127)$ 问界销量0.86万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.81万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量0.81万辆$蔚来(NIO)$ $蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/9e3dfe0ef7baf930f18e92856f1e3b2b"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":5,"commentSize":11,"repostSize":2,"link":"https://laohu8.com/post/479168788717760","isVote":1,"tweetType":1,"viewCount":32503,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":7,"crmLevelSwitch":1,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"content":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000","text":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000","html":"交付低了，L90并没有绝对强势，预计4季度乐道很难实现单月2万5000"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474899345592656,"gmtCreate":1756969464455,"gmtModify":1756969575306,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"从被嘲笑到被认可：蔚来的“体系化优势”到底是什么？","htmlText":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","listText":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","text":"大家应该记得，蔚来经常提的一个词——体系化优势。在销量不好的时候，这个词甚至成了被嘲笑的对象。可如今销量上来了，再回头看，友商也不敢笑了。那什么是真正的“体系化优势”？1. 电池选择与补能方式乐道选择了更贵的85度三元锂电池，寿命更长，性能更好。友商为了压成本，在同尺寸车型上只能上磷酸铁锂。为什么乐道敢这样？因为有40C换电体系做支撑。电池只需要3C多一点的功率，就能实现极快补能。全国遍布的换电站，比充电桩快10-20倍，这就是体系化。2. 电池包设计与整车体验乐道电池包只有116mm，远比5C电池厚度更薄，车内空间更宽敞。电池重量440kg，比友商90多度的磷酸铁锂轻200kg。车轻200kg是什么概念？城市工况下能耗直接更低，续航表现自然更好。3. 购置税优势因为车电分离和BaaS模式，乐道车主未来还能把电池单独分离，免缴购置税。这点对2027年前的购车者来说，每台能省几千块。蔚来同样具备这项优势。4. 蔚来的更高要求蔚来定位高端，要卖到80万的车，电池自然更大更重，比如102kWh的电池包就有545kg。为了性能，蔚来支持5C，电池厚度124.8mm，仍然领先友商。为了降低能耗，蔚来花钱自研：神玑芯片、925V电机（340kW仅重79kg）、甚至一体压铸材料，全部自己做，既满足性能，又能降本。5. “体系化”的真正含义体系化不仅仅是电池。三个品牌共用研发、交付资源。三个品牌车主都能享受蔚来服务（比如上门补胎）。产品定义上能兼顾空间、续航、补能速度和豪华感，而不是陷入“空间大就能耗高”“充电快就空间差”的困境。乐道L90，是第一个解决“不可能三角”的SUV：空间大、省电、补能快。蔚来ES8，在此基础上做得更豪华、更高端。所以所谓的“体系化优势”，就是这些看似零散的研发、补能、服务，串起来变成一整套护城河。别人短期内模仿不了。哪有什么突然顺风，都是蔚来十一年一步步打磨出来","images":[{"img":"https://static.tigerbbs.com/126049864f5df91aaec0e64fc03f41af","width":"1092","height":"504"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/474899345592656","isVote":1,"tweetType":1,"viewCount":11118,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4102215890557810","authorId":"4102215890557810","name":"既见未来为何不buy","avatar":"https://static.tigerbbs.com/1692c496a16dc739aa49dbced53efc95","crmLevel":5,"crmLevelSwitch":0,"idStr":"4102215890557810","authorIdStr":"4102215890557810"},"content":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","text":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先","html":"体系化能力就如同复利，起初微不足道，却与时越滚越大，直到振聋发聩断代领先"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":479188643737728,"gmtCreate":1758007851533,"gmtModify":1758007854040,"author":{"id":"3557142821476837","authorId":"3557142821476837","name":"小白虎2020","avatar":"https://static.tigerbbs.com/8b95f391866fd8f77496b25145f71970","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557142821476837","authorIdStr":"3557142821476837"},"themes":[],"htmlText":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","listText":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","text":"这个季度的目标，看起来很难实现了，连续两周都低于预期目标了，看后面两周真的能有大突破么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479188643737728","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479245803565840,"gmtCreate":1758038183481,"gmtModify":1758038185878,"author":{"id":"3508198203958243","authorId":"3508198203958243","name":"永长红","avatar":"https://static.tigerbbs.com/66b8eaac81a92d39bfdcef1516da6dfb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508198203958243","authorIdStr":"3508198203958243"},"themes":[],"htmlText":"小鹏的飞行汽车好像出事了。","listText":"小鹏的飞行汽车好像出事了。","text":"小鹏的飞行汽车好像出事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479245803565840","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469885068480712,"gmtCreate":1755740403442,"gmtModify":1755740417938,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"事不过三 李斌这次是如何思考纯电大三排这事的？","htmlText":"“我们必须做一些其他人没做过的事情”。我至今仍然清晰的记得，2018年3月24的那个上午，在宁波东钱湖边的一个临时的大空地上，李斌，还有一大帮蔚来的产品负责人，和我以及另外一个媒体人在讨论着刚刚下线的蔚来第一代ES8试装车，这也是这个品牌的第一台车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 这不是一个常规的汽车评测，彼时，我刚创立新出行1年多，那个时代的国内新能源车市场还处于一个骗补和国民小车的局面。连做一个小新能源媒体的我，都时刻在对未来的模糊和不安中促行，这样一台ES8的出现，对于当时的人来说，除了惊讶外更多的是无尽的解释成本和一个传奇的存在，这是唯一一台让李斌和李想都在台上解读过的车。后面的故事，大家也许比我还清楚，尽管蔚来的车已经来到了“9”字头的序列，但ES8的地位似乎依然无可替代：从第一代的傲立潮头到第二代的被时代裹挟，第一代的ES8更多强调的是一台性能纯电SUV，而第二代开始有了冰箱彩电大沙发的全行业烙印。显然，二代ES8不算一个成功的产品，而这个产品穿行的阶段也正是蔚来这个品牌的至暗时代，在理想**们都已经把大三排SUV做到极致的当下，李斌准备如何把这个细分市场带入纯电行列，带着这些疑问，我把我的一些推测在新出行蔚来社区带给大家：1：蔚来最近一直在说“引领大三排SUV进入纯电时代”。过去的大三排是属于MPV的，属于纯商务接待的，不适于自己。在新能源时代，增程大三排开始流行，理想和**用一系列产品，把这个分类市场做到了极致，做成了街车。现如今，买一台纯电还是买一台混动，似乎对大多数人来","listText":"“我们必须做一些其他人没做过的事情”。我至今仍然清晰的记得，2018年3月24的那个上午，在宁波东钱湖边的一个临时的大空地上，李斌，还有一大帮蔚来的产品负责人，和我以及另外一个媒体人在讨论着刚刚下线的蔚来第一代ES8试装车，这也是这个品牌的第一台车。 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 这不是一个常规的汽车评测，彼时，我刚创立新出行1年多，那个时代的国内新能源车市场还处于一个骗补和国民小车的局面。连做一个小新能源媒体的我，都时刻在对未来的模糊和不安中促行，这样一台ES8的出现，对于当时的人来说，除了惊讶外更多的是无尽的解释成本和一个传奇的存在，这是唯一一台让李斌和李想都在台上解读过的车。后面的故事，大家也许比我还清楚，尽管蔚来的车已经来到了“9”字头的序列，但ES8的地位似乎依然无可替代：从第一代的傲立潮头到第二代的被时代裹挟，第一代的ES8更多强调的是一台性能纯电SUV，而第二代开始有了冰箱彩电大沙发的全行业烙印。显然，二代ES8不算一个成功的产品，而这个产品穿行的阶段也正是蔚来这个品牌的至暗时代，在理想**们都已经把大三排SUV做到极致的当下，李斌准备如何把这个细分市场带入纯电行列，带着这些疑问，我把我的一些推测在新出行蔚来社区带给大家：1：蔚来最近一直在说“引领大三排SUV进入纯电时代”。过去的大三排是属于MPV的，属于纯商务接待的，不适于自己。在新能源时代，增程大三排开始流行，理想和**用一系列产品，把这个分类市场做到了极致，做成了街车。现如今，买一台纯电还是买一台混动，似乎对大多数人来","text":"“我们必须做一些其他人没做过的事情”。我至今仍然清晰的记得，2018年3月24的那个上午，在宁波东钱湖边的一个临时的大空地上，李斌，还有一大帮蔚来的产品负责人，和我以及另外一个媒体人在讨论着刚刚下线的蔚来第一代ES8试装车，这也是这个品牌的第一台车。 $蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 这不是一个常规的汽车评测，彼时，我刚创立新出行1年多，那个时代的国内新能源车市场还处于一个骗补和国民小车的局面。连做一个小新能源媒体的我，都时刻在对未来的模糊和不安中促行，这样一台ES8的出现，对于当时的人来说，除了惊讶外更多的是无尽的解释成本和一个传奇的存在，这是唯一一台让李斌和李想都在台上解读过的车。后面的故事，大家也许比我还清楚，尽管蔚来的车已经来到了“9”字头的序列，但ES8的地位似乎依然无可替代：从第一代的傲立潮头到第二代的被时代裹挟，第一代的ES8更多强调的是一台性能纯电SUV，而第二代开始有了冰箱彩电大沙发的全行业烙印。显然，二代ES8不算一个成功的产品，而这个产品穿行的阶段也正是蔚来这个品牌的至暗时代，在理想**们都已经把大三排SUV做到极致的当下，李斌准备如何把这个细分市场带入纯电行列，带着这些疑问，我把我的一些推测在新出行蔚来社区带给大家：1：蔚来最近一直在说“引领大三排SUV进入纯电时代”。过去的大三排是属于MPV的，属于纯商务接待的，不适于自己。在新能源时代，增程大三排开始流行，理想和**用一系列产品，把这个分类市场做到了极致，做成了街车。现如今，买一台纯电还是买一台混动，似乎对大多数人来","images":[{"img":"https://static.tigerbbs.com/55601b35f4ff484ed3bc2f3cc0ac2cb1","width":"690","height":"903"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469885068480712","isVote":1,"tweetType":1,"viewCount":1524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472679959531728,"gmtCreate":1756432451576,"gmtModify":1756433847734,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"Completion of OUE Bayfront Refinancing with First Green Loan","htmlText":"[胜利] Anchored by the recent upgrade of OUE Bayfront’s BCA Green Mark certification from Gold to Platinum, we are delighted to share the successful completion of the early refinancing of OUE Bayfront through our 𝐟𝐢𝐫𝐬𝐭 𝐠𝐫𝐞𝐞𝐧 𝐥𝐨𝐚𝐧 of $600 million, alongside $225 million in revolving credit facilities and a $5 million bank guarantee. With the New Facilities in place, only 22.5% of OUE REIT’s total debt (including proportionate share of loans at OUB Centre Limited and OUE Allianz Bayfront LLP) will be due in 2026. On a pro forma basis, the weighted average cost of debt will decrease by approximately 10 basis points to 4.1% p.a. (excluding the one-time write-off of upfront fee of the existing facilities) from 4.2% p.a. as of 30 June 2025, while the weighted average term of debt will be extended","listText":"[胜利] Anchored by the recent upgrade of OUE Bayfront’s BCA Green Mark certification from Gold to Platinum, we are delighted to share the successful completion of the early refinancing of OUE Bayfront through our 𝐟𝐢𝐫𝐬𝐭 𝐠𝐫𝐞𝐞𝐧 𝐥𝐨𝐚𝐧 of $600 million, alongside $225 million in revolving credit facilities and a $5 million bank guarantee. With the New Facilities in place, only 22.5% of OUE REIT’s total debt (including proportionate share of loans at OUB Centre Limited and OUE Allianz Bayfront LLP) will be due in 2026. On a pro forma basis, the weighted average cost of debt will decrease by approximately 10 basis points to 4.1% p.a. (excluding the one-time write-off of upfront fee of the existing facilities) from 4.2% p.a. as of 30 June 2025, while the weighted average term of debt will be extended","text":"[胜利] Anchored by the recent upgrade of OUE Bayfront’s BCA Green Mark certification from Gold to Platinum, we are delighted to share the successful completion of the early refinancing of OUE Bayfront through our 𝐟𝐢𝐫𝐬𝐭 𝐠𝐫𝐞𝐞𝐧 𝐥𝐨𝐚𝐧 of $600 million, alongside $225 million in revolving credit facilities and a $5 million bank guarantee. With the New Facilities in place, only 22.5% of OUE REIT’s total debt (including proportionate share of loans at OUB Centre Limited and OUE Allianz Bayfront LLP) will be due in 2026. On a pro forma basis, the weighted average cost of debt will decrease by approximately 10 basis points to 4.1% p.a. (excluding the one-time write-off of upfront fee of the existing facilities) from 4.2% p.a. as of 30 June 2025, while the weighted average term of debt will be extended","images":[{"img":"https://static.tigerbbs.com/df772a9067504b870335079f46ee4dea","width":"1620","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472679959531728","isVote":1,"tweetType":1,"viewCount":17451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476764952121536,"gmtCreate":1757401718732,"gmtModify":1757401737985,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2025年第36周新势力车企销量（9.1-9.7）","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.43万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.74万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.67万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.62万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.43万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量1.08万辆<a href=\"https://laohu8.com/S/601127\">$赛力斯(601127)$</a> 问界销量0.74万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 销量0.67万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.62万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.43万辆$零跑汽车(09863)$ 销量1.08万辆$赛力斯(601127)$ 问界销量0.74万辆$小鹏汽车(XPEV)$ $小鹏汽车-W(09868)$ 销量0.67万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 公司销量0.63万辆，其中蔚来销量0.25万辆，乐道销量0.27万辆，萤火虫0.11万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.62万辆$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/1bf0cd9dbdacb7f8d14f19d6eea22bbc","width":"2070","height":"4482"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":7,"commentSize":4,"repostSize":5,"link":"https://laohu8.com/post/476764952121536","isVote":1,"tweetType":1,"viewCount":30850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买特斯拉信仰股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","text":"四季度蔚来目标5万辆/月，平均1.25万辆/周。","html":"四季度蔚来目标5万辆/月，平均1.25万辆/周。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":473041766465760,"gmtCreate":1756458642461,"gmtModify":1756459145244,"author":{"id":"4158471581866720","authorId":"4158471581866720","name":"OUE REIT","avatar":"https://static.tigerbbs.com/376b0463db22bb059531887393f008ed","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4158471581866720","authorIdStr":"4158471581866720"},"themes":[],"title":"SG60 Art Exhibition at Mandarin Gallery","htmlText":"[比心] Happy Birthday Singapore! Located at the junction of Grange Road and the Orchard Road shopping belt, Hilton Singapore Orchard (formerly the Mandarin Orchard Singapore Orchard) was one of the first large-scale hotels established in the Orchard Road area in the 1970s. As one of Orchard Road’s historical gems, Mandarin Gallery, which is located beneath Hilton Singapore Orchard, is proud to support 𝐀𝐫𝐭 𝐏𝐨𝐩𝐬: 𝐓𝐡𝐞𝐧, 𝐍𝐨𝐰, 𝐁𝐞𝐲𝐨𝐧𝐝 in celebration of our nation’s 60th year of independence. Held in collaboration with Singapore Gallery Month 2025, experience Singapore’s rich heritage through the works of local and international artists: Nicolas Damiens – French visual designer and photographer behind the City Pop series, capturing the striking interplay between modern and heritage architecture tha","listText":"[比心] Happy Birthday Singapore! Located at the junction of Grange Road and the Orchard Road shopping belt, Hilton Singapore Orchard (formerly the Mandarin Orchard Singapore Orchard) was one of the first large-scale hotels established in the Orchard Road area in the 1970s. As one of Orchard Road’s historical gems, Mandarin Gallery, which is located beneath Hilton Singapore Orchard, is proud to support 𝐀𝐫𝐭 𝐏𝐨𝐩𝐬: 𝐓𝐡𝐞𝐧, 𝐍𝐨𝐰, 𝐁𝐞𝐲𝐨𝐧𝐝 in celebration of our nation’s 60th year of independence. Held in collaboration with Singapore Gallery Month 2025, experience Singapore’s rich heritage through the works of local and international artists: Nicolas Damiens – French visual designer and photographer behind the City Pop series, capturing the striking interplay between modern and heritage architecture tha","text":"[比心] Happy Birthday Singapore! Located at the junction of Grange Road and the Orchard Road shopping belt, Hilton Singapore Orchard (formerly the Mandarin Orchard Singapore Orchard) was one of the first large-scale hotels established in the Orchard Road area in the 1970s. As one of Orchard Road’s historical gems, Mandarin Gallery, which is located beneath Hilton Singapore Orchard, is proud to support 𝐀𝐫𝐭 𝐏𝐨𝐩𝐬: 𝐓𝐡𝐞𝐧, 𝐍𝐨𝐰, 𝐁𝐞𝐲𝐨𝐧𝐝 in celebration of our nation’s 60th year of independence. Held in collaboration with Singapore Gallery Month 2025, experience Singapore’s rich heritage through the works of local and international artists: Nicolas Damiens – French visual designer and photographer behind the City Pop series, capturing the striking interplay between modern and heritage architecture tha","images":[{"img":"https://static.tigerbbs.com/b98a4681d42887dcf648d3b064b6c0f0","width":"1200","height":"1200"},{"img":"https://static.tigerbbs.com/4e62bb6b49fcb7dab3312d926b543dab","width":"5120","height":"3840"},{"img":"https://static.tigerbbs.com/41e02e40266ebb5dbc5c82c1ac64e1e2","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/473041766465760","isVote":1,"tweetType":1,"viewCount":16465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0}]}