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芝麻开花99
芝麻开花节节高。
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芝麻开花99
06-14
02256具有十倍以上潜力
芝麻开花99
2023-10-12
$Tempest Therapeutics Inc.(TPST)$
现金只能再撑两个季度,如何把药品研发下去?
芝麻开花99
2023-07-19
我们拭目以待他怎么趴下[笑哭] ,潮水退去都在裸泳
小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时
芝麻开花99
2023-05-19
$Viatris Inc.(VTRS)$
股息率超过5%,市盈率预计下降到4倍以下,经营现金流是利润的3倍,资产负债持续下降中,这是大白马啊
芝麻开花99
2023-05-10
$Viatris Inc.(VTRS)$
等它翻倍了再看看要不要出来
芝麻开花99
2023-03-14
$巴西石油公司(PBR)$
为啥市盈率这么低?
芝麻开花99
2022-12-14
$小鹏汽车(XPEV)$
价格和价值背离做空就有机会
芝麻开花99
2022-12-14
$Viatris Inc.(VTRS)$
坚持价值投资可以有稳定的客观的回报,还可以安心持有!
芝麻开花99
2022-12-06
$小鹏汽车(XPEV)$
看他起高楼,看他楼塌了
芝麻开花99
2022-12-02
$小鹏汽车(XPEV)$
来举杠铃的真多[笑哭]
芝麻开花99
2022-12-02
多做多亏的股票不过时赌桌上的牌局
没被放弃!投资者对小鹏重新燃起了希望
芝麻开花99
2022-11-30
$Viatris Inc.(VTRS)$
耐心持有,从股息和股价上升中长期获利
芝麻开花99
2021-06-10
这篇文章不错,转发给大家看看
@话题虎:原油价格1年翻了10倍!?石油股也正在疯涨!
去老虎APP查看更多动态
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,潮水退去都在裸泳","text":"我们拭目以待他怎么趴下[笑哭] ,潮水退去都在裸泳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199608394252440","repostId":"2352709223","repostType":2,"repost":{"id":"2352709223","kind":"news","pubTimestamp":1689747222,"share":"https://www.laohu8.com/m/news/2352709223?lang=&edition=full","pubTime":"2023-07-19 14:13","market":"us","language":"zh","title":"小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时","url":"https://stock-news.laohu8.com/highlight/detail?id=2352709223","media":"太平洋证券","summary":"从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及智能化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。","content":"<html><body><article><p>事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>交付量为8620辆,同比下降43.6%,环比增长14.8%。</p><p>G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量5196辆,占6月总销量的60.3%。从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。</p><p>扶摇架构赋能,城市NGP加速落地:2023年4月小鹏汽车推出SEPA2.0“扶摇”全域智能进化架构,兼容全类型产品。新架构下,性能模块集成前后一体式压铸+CIB电池车身一体化+XPOWER3.0动力系统,智能化模块集成X-EEA电子电器架构+XNGP智能辅助驾驶系统+XmartOS车载智能系统,实现新车研发周期缩短20%,零部件通用化率提升80%,车型迭代速率更快,持续保障车型竞争力。此外,截至6月小鹏成功在北上广深四个城市落地城市NGP功能,在全国开放红绿灯识别和快速通过路口能力,预计年底小鹏城市NGP覆盖50座城市,2024年完成全场景智能驾驶功能闭环。</p><p>新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。我们认为,在行业复苏、平台升级、新车问世和城市NGP落地加速等因素共同驱动下,公司Q3月销有望突破1.5万辆,并于Q4冲刺月销2万辆。</p><p>盈利预测与估值:预计公司2023-2025年公司实现营收346.5/569.6/801.8亿元,2023-2025年实现归母<span>净利润</span>为-81.3/-66.0/-33.7亿元,对应2023年7月18日港股收盘价的PS分别为2.62/1.59/1.13倍。</p><p>风险提示:原材料价格波动、价格战超预期、需求不及预期等。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-19 14:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b><strong>太平洋证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月小鹏汽车交付量为8620辆,同比下降43.6%,环比增长14.8%。G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4099":"汽车制造商","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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20:13","market":"hk","language":"zh","title":"没被放弃!投资者对小鹏重新燃起了希望","url":"https://stock-news.laohu8.com/highlight/detail?id=2288957039","media":"华尔街见闻","summary":"出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元","content":"<html><head></head><body><p>出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。</p><p>11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。</p><p>这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。</p><p>三季度,小鹏总交付量为2.95 万辆,环比二季度下降 14.1%;总营收 68.2 亿元,环比下降 8.2%,这两项数据并不好。</p><p>毛利率或许是小鹏超市场预期的地方,期内录得 13.5%,环比增长2.6个百分点;汽车毛利率也从上季度 9.1%回归升至 11.6%。同时,其期内净亏损环比收窄 12%至 23.8 亿元;三费也降低了2.3%。</p><p>小鹏Q4的交付指引落在 2-2.1 万辆之间,12月有机会重回万辆水平。小鹏汽车总裁顾宏地透露,G9预计在12月大规模交付。</p><p>截至 9 月底,小鹏在手现金为 401.2 亿元。小鹏汽车董事长何小鹏表示,当前的现金足以支撑今后几年业务发展的需求,并且随着产品销量提升,现金流情况还会大幅改善。</p><p>综合来看,财报本身并无太大亮点。让投资者信心重回的是,管理层在财报会上传达的,对公司内部管理的大调整、智能化的快速推进,以及对未来的畅想。</p><p>G9 “退订门”的本质,其实是造车新势力在经营管理上的硬伤被暴露了。</p><p>痛定思痛的小鹏迅速进行了一次全面且彻底的组织架构调整。成立战略、产品规划、技术规划、产销、OTA 等五大委员会,来解决各部门各占山头各自决策的“大公司病”。</p><p>就在财报发布的当天,小鹏汽车的创始合伙人、出身于广汽技术研究院的公司二把手夏珩,不再担任执行董事,未来将聚焦于产品工作。</p><p>这样大刀阔斧的改革、对内部的疏通,就是为了全面善此前组织效率低下的情况。类似地,去年理想也曾对内部做过大幅架构调整,以提升各条业务线的效率。</p><p>而对于产品策略,何小鹏在业绩会上透露,智能驾驶会在小鹏将来所有车型都成为标配,而且所有车型的能力一致,并称这是其战略上规划非常重要的一点。</p><p>下一代全场景智能辅助驾驶XNGP也即将落地,何小鹏称,其将在明年上半年推出主要功能,至少能支持数十个城市。最终待 2024 年完成全场景打通,实现从车位到车位的智能导航辅助驾驶能力。</p><p>当智能成为标配、落地之后,小鹏一直标榜自己高科技的标签,才真正变得名副其实。</p><p>对于2023,何小鹏信心十足,他表示 G9 将成为 30 万以上纯电 SUV 市场的前三名,并进一步缩小与第一名MODEL Y之间的差距。并且明年将推出的 20-30 万元 B 级 SUV,将成为小鹏最畅销的车型。</p><p>何小鹏表示,更为重要的一点是,小鹏已经布局了三个车型平台,包括已完成的 E 平台,和计划在明年完成的第三代 F 平台和 H 平台,为产品的升级迭代奠定了技术基础。</p><p>而这些平台上的车型,将会大比例地共用动力、智驾、底盘以及对应的供应链和生产制造能力等。如同控制成本的能手马斯克,这些平台和复用,将为小鹏进一步节约成本,改善现金流。</p><p>作为近两年新势力中的“顶流”之一,小鹏汽车绚烂绽放的同时掩盖了深层的问题,包括对产品力、供应链以及组织管理架构的把控,让人们恍然惊觉,它还是如此年轻、如此稚嫩的一家公司。</p><p>这其实也不是小鹏一家的问题,而是几乎所有新势力都存在的问题。所以当他们面对携成熟供应链杀来的传统车企时,难免手忙脚乱,疲于应对。</p><p>但这样的挑战无可回避。无论是小鹏还是其他新势力,必须迅速调整,直面生存危机,才有可能让理想照进现实。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>没被放弃!投资者对小鹏重新燃起了希望</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n没被放弃!投资者对小鹏重新燃起了希望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 20:13 北京时间 <a href=https://wallstreetcn.com/articles/3676529><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。三季度,小鹏总交付量为2.95 万辆,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676529\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"XPEV":"小鹏汽车","BK4555":"新能源车","BK1575":"同股不同权","BK1588":"回港中概股","BK1119":"汽车制造商","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK4551":"寇图资本持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4099":"汽车制造商","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK1587":"次新股"},"source_url":"https://wallstreetcn.com/articles/3676529","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288957039","content_text":"出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。三季度,小鹏总交付量为2.95 万辆,环比二季度下降 14.1%;总营收 68.2 亿元,环比下降 8.2%,这两项数据并不好。毛利率或许是小鹏超市场预期的地方,期内录得 13.5%,环比增长2.6个百分点;汽车毛利率也从上季度 9.1%回归升至 11.6%。同时,其期内净亏损环比收窄 12%至 23.8 亿元;三费也降低了2.3%。小鹏Q4的交付指引落在 2-2.1 万辆之间,12月有机会重回万辆水平。小鹏汽车总裁顾宏地透露,G9预计在12月大规模交付。截至 9 月底,小鹏在手现金为 401.2 亿元。小鹏汽车董事长何小鹏表示,当前的现金足以支撑今后几年业务发展的需求,并且随着产品销量提升,现金流情况还会大幅改善。综合来看,财报本身并无太大亮点。让投资者信心重回的是,管理层在财报会上传达的,对公司内部管理的大调整、智能化的快速推进,以及对未来的畅想。G9 “退订门”的本质,其实是造车新势力在经营管理上的硬伤被暴露了。痛定思痛的小鹏迅速进行了一次全面且彻底的组织架构调整。成立战略、产品规划、技术规划、产销、OTA 等五大委员会,来解决各部门各占山头各自决策的“大公司病”。就在财报发布的当天,小鹏汽车的创始合伙人、出身于广汽技术研究院的公司二把手夏珩,不再担任执行董事,未来将聚焦于产品工作。这样大刀阔斧的改革、对内部的疏通,就是为了全面善此前组织效率低下的情况。类似地,去年理想也曾对内部做过大幅架构调整,以提升各条业务线的效率。而对于产品策略,何小鹏在业绩会上透露,智能驾驶会在小鹏将来所有车型都成为标配,而且所有车型的能力一致,并称这是其战略上规划非常重要的一点。下一代全场景智能辅助驾驶XNGP也即将落地,何小鹏称,其将在明年上半年推出主要功能,至少能支持数十个城市。最终待 2024 年完成全场景打通,实现从车位到车位的智能导航辅助驾驶能力。当智能成为标配、落地之后,小鹏一直标榜自己高科技的标签,才真正变得名副其实。对于2023,何小鹏信心十足,他表示 G9 将成为 30 万以上纯电 SUV 市场的前三名,并进一步缩小与第一名MODEL Y之间的差距。并且明年将推出的 20-30 万元 B 级 SUV,将成为小鹏最畅销的车型。何小鹏表示,更为重要的一点是,小鹏已经布局了三个车型平台,包括已完成的 E 平台,和计划在明年完成的第三代 F 平台和 H 平台,为产品的升级迭代奠定了技术基础。而这些平台上的车型,将会大比例地共用动力、智驾、底盘以及对应的供应链和生产制造能力等。如同控制成本的能手马斯克,这些平台和复用,将为小鹏进一步节约成本,改善现金流。作为近两年新势力中的“顶流”之一,小鹏汽车绚烂绽放的同时掩盖了深层的问题,包括对产品力、供应链以及组织管理架构的把控,让人们恍然惊觉,它还是如此年轻、如此稚嫩的一家公司。这其实也不是小鹏一家的问题,而是几乎所有新势力都存在的问题。所以当他们面对携成熟供应链杀来的传统车企时,难免手忙脚乱,疲于应对。但这样的挑战无可回避。无论是小鹏还是其他新势力,必须迅速调整,直面生存危机,才有可能让理想照进现实。","news_type":1,"symbols_score_info":{"09868":0.9,"EVS.SI":0.6,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620202298,"gmtCreate":1669768617915,"gmtModify":1669771822591,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VTRS\">$Viatris Inc.(VTRS)$ </a>耐心持有,从股息和股价上升中长期获利","listText":"<a href=\"https://laohu8.com/S/VTRS\">$Viatris Inc.(VTRS)$ </a>耐心持有,从股息和股价上升中长期获利","text":"$Viatris Inc.(VTRS)$ 耐心持有,从股息和股价上升中长期获利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620202298","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183391427,"gmtCreate":1623305426469,"gmtModify":1623305426469,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183391427","repostId":"180779450","repostType":1,"repost":{"id":180779450,"gmtCreate":1623229534167,"gmtModify":1623231490086,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"原油价格1年翻了10倍!?石油股也正在疯涨!","htmlText":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:<a href=\"https://laohu8.com/S/SLB\">$斯伦贝谢(SLB)$</a> <a href=\"https://laohu8.com/S/KMI\">$金德尔摩根(KMI)$</a> 有机构分析: 当前原油价格回归到70美元/桶以上,已经高","listText":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:<a href=\"https://laohu8.com/S/SLB\">$斯伦贝谢(SLB)$</a> <a href=\"https://laohu8.com/S/KMI\">$金德尔摩根(KMI)$</a> 有机构分析: 当前原油价格回归到70美元/桶以上,已经高","text":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:$斯伦贝谢(SLB)$ $金德尔摩根(KMI)$ 有机构分析: 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,潮水退去都在裸泳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199608394252440","repostId":"2352709223","repostType":2,"repost":{"id":"2352709223","kind":"news","pubTimestamp":1689747222,"share":"https://www.laohu8.com/m/news/2352709223?lang=&edition=full","pubTime":"2023-07-19 14:13","market":"us","language":"zh","title":"小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时","url":"https://stock-news.laohu8.com/highlight/detail?id=2352709223","media":"太平洋证券","summary":"从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及智能化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。","content":"<html><body><article><p>事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>交付量为8620辆,同比下降43.6%,环比增长14.8%。</p><p>G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量5196辆,占6月总销量的60.3%。从周度上险数据来看,7月第二周环比持续增长,得益于小鹏汽车扶摇架构推出,整车性能及<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化模块提升,城市NGP加速落地,新平台车型G6入门款下探至20.99万元产品综合性价比优势突出,多因素共同催化,销量稳步上行。</p><p>扶摇架构赋能,城市NGP加速落地:2023年4月小鹏汽车推出SEPA2.0“扶摇”全域智能进化架构,兼容全类型产品。新架构下,性能模块集成前后一体式压铸+CIB电池车身一体化+XPOWER3.0动力系统,智能化模块集成X-EEA电子电器架构+XNGP智能辅助驾驶系统+XmartOS车载智能系统,实现新车研发周期缩短20%,零部件通用化率提升80%,车型迭代速率更快,持续保障车型竞争力。此外,截至6月小鹏成功在北上广深四个城市落地城市NGP功能,在全国开放红绿灯识别和快速通过路口能力,预计年底小鹏城市NGP覆盖50座城市,2024年完成全场景智能驾驶功能闭环。</p><p>新车型陆续释放,销量上行可期:小鹏预计在2023H2推出全新MPV车型X9和SUV车型G7,在新车和P7i、G6的共同驱动下,我们预计全年有望交付13万辆,实现销量和利润率的同步上行。我们认为,在行业复苏、平台升级、新车问世和城市NGP落地加速等因素共同驱动下,公司Q3月销有望突破1.5万辆,并于Q4冲刺月销2万辆。</p><p>盈利预测与估值:预计公司2023-2025年公司实现营收346.5/569.6/801.8亿元,2023-2025年实现归母<span>净利润</span>为-81.3/-66.0/-33.7亿元,对应2023年7月18日港股收盘价的PS分别为2.62/1.59/1.13倍。</p><p>风险提示:原材料价格波动、价格战超预期、需求不及预期等。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车-W(09868)销量环比爬坡向上,智驾科技发力进行时\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-19 14:13 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b><strong>太平洋证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>事件:7月18日,7月第二周周度上险数据公布,小鹏周度上险量为0.21万辆,同比增长39.3%,环比增长68.9%;从月度数据来看,2023年6月小鹏汽车交付量为8620辆,同比下降43.6%,环比增长14.8%。G6开启交付,P7i持续发力:从销量结构来看,2023年6月小鹏G态6,实销现量量潜产力交仍付未,释销放量。为小24鹏4辆P7,i持续发力6,已连续,4月成为小鹏状畅销车型,6月实现销量...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023071914301783d0fc72&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4099":"汽车制造商","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4505":"高瓴资本持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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坚持价值投资可以有稳定的客观的回报,还可以安心持有!","images":[{"img":"https://static.tigerbbs.com/6689a50a4acdc2fafa5d5dd1226685e9","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623395209","isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":620749931,"gmtCreate":1669993699724,"gmtModify":1669995310883,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"多做多亏的股票不过时赌桌上的牌局","listText":"多做多亏的股票不过时赌桌上的牌局","text":"多做多亏的股票不过时赌桌上的牌局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620749931","repostId":"2288957039","repostType":2,"repost":{"id":"2288957039","kind":"highlight","pubTimestamp":1669983199,"share":"https://www.laohu8.com/m/news/2288957039?lang=&edition=full","pubTime":"2022-12-02 20:13","market":"hk","language":"zh","title":"没被放弃!投资者对小鹏重新燃起了希望","url":"https://stock-news.laohu8.com/highlight/detail?id=2288957039","media":"华尔街见闻","summary":"出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元","content":"<html><head></head><body><p>出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。</p><p>11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。</p><p>这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。</p><p>三季度,小鹏总交付量为2.95 万辆,环比二季度下降 14.1%;总营收 68.2 亿元,环比下降 8.2%,这两项数据并不好。</p><p>毛利率或许是小鹏超市场预期的地方,期内录得 13.5%,环比增长2.6个百分点;汽车毛利率也从上季度 9.1%回归升至 11.6%。同时,其期内净亏损环比收窄 12%至 23.8 亿元;三费也降低了2.3%。</p><p>小鹏Q4的交付指引落在 2-2.1 万辆之间,12月有机会重回万辆水平。小鹏汽车总裁顾宏地透露,G9预计在12月大规模交付。</p><p>截至 9 月底,小鹏在手现金为 401.2 亿元。小鹏汽车董事长何小鹏表示,当前的现金足以支撑今后几年业务发展的需求,并且随着产品销量提升,现金流情况还会大幅改善。</p><p>综合来看,财报本身并无太大亮点。让投资者信心重回的是,管理层在财报会上传达的,对公司内部管理的大调整、智能化的快速推进,以及对未来的畅想。</p><p>G9 “退订门”的本质,其实是造车新势力在经营管理上的硬伤被暴露了。</p><p>痛定思痛的小鹏迅速进行了一次全面且彻底的组织架构调整。成立战略、产品规划、技术规划、产销、OTA 等五大委员会,来解决各部门各占山头各自决策的“大公司病”。</p><p>就在财报发布的当天,小鹏汽车的创始合伙人、出身于广汽技术研究院的公司二把手夏珩,不再担任执行董事,未来将聚焦于产品工作。</p><p>这样大刀阔斧的改革、对内部的疏通,就是为了全面善此前组织效率低下的情况。类似地,去年理想也曾对内部做过大幅架构调整,以提升各条业务线的效率。</p><p>而对于产品策略,何小鹏在业绩会上透露,智能驾驶会在小鹏将来所有车型都成为标配,而且所有车型的能力一致,并称这是其战略上规划非常重要的一点。</p><p>下一代全场景智能辅助驾驶XNGP也即将落地,何小鹏称,其将在明年上半年推出主要功能,至少能支持数十个城市。最终待 2024 年完成全场景打通,实现从车位到车位的智能导航辅助驾驶能力。</p><p>当智能成为标配、落地之后,小鹏一直标榜自己高科技的标签,才真正变得名副其实。</p><p>对于2023,何小鹏信心十足,他表示 G9 将成为 30 万以上纯电 SUV 市场的前三名,并进一步缩小与第一名MODEL Y之间的差距。并且明年将推出的 20-30 万元 B 级 SUV,将成为小鹏最畅销的车型。</p><p>何小鹏表示,更为重要的一点是,小鹏已经布局了三个车型平台,包括已完成的 E 平台,和计划在明年完成的第三代 F 平台和 H 平台,为产品的升级迭代奠定了技术基础。</p><p>而这些平台上的车型,将会大比例地共用动力、智驾、底盘以及对应的供应链和生产制造能力等。如同控制成本的能手马斯克,这些平台和复用,将为小鹏进一步节约成本,改善现金流。</p><p>作为近两年新势力中的“顶流”之一,小鹏汽车绚烂绽放的同时掩盖了深层的问题,包括对产品力、供应链以及组织管理架构的把控,让人们恍然惊觉,它还是如此年轻、如此稚嫩的一家公司。</p><p>这其实也不是小鹏一家的问题,而是几乎所有新势力都存在的问题。所以当他们面对携成熟供应链杀来的传统车企时,难免手忙脚乱,疲于应对。</p><p>但这样的挑战无可回避。无论是小鹏还是其他新势力,必须迅速调整,直面生存危机,才有可能让理想照进现实。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>没被放弃!投资者对小鹏重新燃起了希望</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n没被放弃!投资者对小鹏重新燃起了希望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-02 20:13 北京时间 <a href=https://wallstreetcn.com/articles/3676529><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。三季度,小鹏总交付量为2.95 万辆,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676529\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"XPEV":"小鹏汽车","BK4555":"新能源车","BK1575":"同股不同权","BK1588":"回港中概股","BK1119":"汽车制造商","BK1539":"汽车股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","09868":"小鹏汽车-W","BK4551":"寇图资本持仓","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4099":"汽车制造商","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK1587":"次新股"},"source_url":"https://wallstreetcn.com/articles/3676529","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288957039","content_text":"出人意料地,前段时间因为G9“退订门”事件跌到谷底的小鹏汽车,股价突然暴涨。11月30日,小鹏美股猛涨47.28%,其港股12月1日开盘后也迅速拉高55.54%,最终以12.8%的涨幅、37.95港元/股的价格收盘,领跑汽车板块。这发生在小鹏三季度财报会之后。显然,投资者对小鹏重新燃起了希望。作为知名的造车新势力之一,投资者期望,这家公司还有谷底反弹的能力。三季度,小鹏总交付量为2.95 万辆,环比二季度下降 14.1%;总营收 68.2 亿元,环比下降 8.2%,这两项数据并不好。毛利率或许是小鹏超市场预期的地方,期内录得 13.5%,环比增长2.6个百分点;汽车毛利率也从上季度 9.1%回归升至 11.6%。同时,其期内净亏损环比收窄 12%至 23.8 亿元;三费也降低了2.3%。小鹏Q4的交付指引落在 2-2.1 万辆之间,12月有机会重回万辆水平。小鹏汽车总裁顾宏地透露,G9预计在12月大规模交付。截至 9 月底,小鹏在手现金为 401.2 亿元。小鹏汽车董事长何小鹏表示,当前的现金足以支撑今后几年业务发展的需求,并且随着产品销量提升,现金流情况还会大幅改善。综合来看,财报本身并无太大亮点。让投资者信心重回的是,管理层在财报会上传达的,对公司内部管理的大调整、智能化的快速推进,以及对未来的畅想。G9 “退订门”的本质,其实是造车新势力在经营管理上的硬伤被暴露了。痛定思痛的小鹏迅速进行了一次全面且彻底的组织架构调整。成立战略、产品规划、技术规划、产销、OTA 等五大委员会,来解决各部门各占山头各自决策的“大公司病”。就在财报发布的当天,小鹏汽车的创始合伙人、出身于广汽技术研究院的公司二把手夏珩,不再担任执行董事,未来将聚焦于产品工作。这样大刀阔斧的改革、对内部的疏通,就是为了全面善此前组织效率低下的情况。类似地,去年理想也曾对内部做过大幅架构调整,以提升各条业务线的效率。而对于产品策略,何小鹏在业绩会上透露,智能驾驶会在小鹏将来所有车型都成为标配,而且所有车型的能力一致,并称这是其战略上规划非常重要的一点。下一代全场景智能辅助驾驶XNGP也即将落地,何小鹏称,其将在明年上半年推出主要功能,至少能支持数十个城市。最终待 2024 年完成全场景打通,实现从车位到车位的智能导航辅助驾驶能力。当智能成为标配、落地之后,小鹏一直标榜自己高科技的标签,才真正变得名副其实。对于2023,何小鹏信心十足,他表示 G9 将成为 30 万以上纯电 SUV 市场的前三名,并进一步缩小与第一名MODEL Y之间的差距。并且明年将推出的 20-30 万元 B 级 SUV,将成为小鹏最畅销的车型。何小鹏表示,更为重要的一点是,小鹏已经布局了三个车型平台,包括已完成的 E 平台,和计划在明年完成的第三代 F 平台和 H 平台,为产品的升级迭代奠定了技术基础。而这些平台上的车型,将会大比例地共用动力、智驾、底盘以及对应的供应链和生产制造能力等。如同控制成本的能手马斯克,这些平台和复用,将为小鹏进一步节约成本,改善现金流。作为近两年新势力中的“顶流”之一,小鹏汽车绚烂绽放的同时掩盖了深层的问题,包括对产品力、供应链以及组织管理架构的把控,让人们恍然惊觉,它还是如此年轻、如此稚嫩的一家公司。这其实也不是小鹏一家的问题,而是几乎所有新势力都存在的问题。所以当他们面对携成熟供应链杀来的传统车企时,难免手忙脚乱,疲于应对。但这样的挑战无可回避。无论是小鹏还是其他新势力,必须迅速调整,直面生存危机,才有可能让理想照进现实。","news_type":1,"symbols_score_info":{"09868":0.9,"EVS.SI":0.6,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620202298,"gmtCreate":1669768617915,"gmtModify":1669771822591,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VTRS\">$Viatris Inc.(VTRS)$ </a>耐心持有,从股息和股价上升中长期获利","listText":"<a href=\"https://laohu8.com/S/VTRS\">$Viatris Inc.(VTRS)$ </a>耐心持有,从股息和股价上升中长期获利","text":"$Viatris Inc.(VTRS)$ 耐心持有,从股息和股价上升中长期获利","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620202298","isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183391427,"gmtCreate":1623305426469,"gmtModify":1623305426469,"author":{"id":"223491818026260","authorId":"223491818026260","name":"芝麻开花99","avatar":"https://static.tigerbbs.com/8e74d5167c27b31010790fbadd5a3a32","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"223491818026260","authorIdStr":"223491818026260"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183391427","repostId":"180779450","repostType":1,"repost":{"id":180779450,"gmtCreate":1623229534167,"gmtModify":1623231490086,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"原油价格1年翻了10倍!?石油股也正在疯涨!","htmlText":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:<a href=\"https://laohu8.com/S/SLB\">$斯伦贝谢(SLB)$</a> <a href=\"https://laohu8.com/S/KMI\">$金德尔摩根(KMI)$</a> 有机构分析: 当前原油价格回归到70美元/桶以上,已经高","listText":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:<a href=\"https://laohu8.com/S/SLB\">$斯伦贝谢(SLB)$</a> <a href=\"https://laohu8.com/S/KMI\">$金德尔摩根(KMI)$</a> 有机构分析: 当前原油价格回归到70美元/桶以上,已经高","text":"2020年,原油期货市场出现了见证历史的一刻——“负油价”破天荒的出现了。 那时,新冠疫情全球爆发,世界经济出现混轮,悲观情绪浓重,导致原油量价齐跌。 在期货市场,多空胶着在5月份交割的原油合约上。 进入4月份以来,原油期货价格创出历史新低,跌破了20美元,已经跌破了绝大多数产油国的成本。所以,多头仍在坚守,他们认为这样的价格是极其不理智的。 然而,在接下来的几天里,市场狠狠的教训了他们:什么叫做TMD理智?! 4月16日,原油期货收盘价正好是20美元,这是多头坚守的阵地。 4月17日,原油价格毫不费力的跌破20美元,收盘18.2美元。 4月20日,多头大反攻,原油价格一度突破25美元,然而高开低走,收于21.4美元。 4月21日,多头终究是耗尽了力量,而今天正是该合约的最后交易日,如果期货交易商,没有在今天平掉多头合约,意味着将收到石油现货。 此外,还有更要命的是,最近由于市场需求低迷,全球原油储量已经接近极限,意味着近期交割的原油将面临非常高昂的存储成本、甚至无处可储的尴尬境地。所以,面对这种极端情况,生产商宁愿接受负油价,不得不赔钱让买家拉走。 于是这成为了压倒期货市场上最后的稻草,原油期货彻底崩盘了:这“张”负油价的原油合约颠覆了投资人的理念,也见证了历史。 此后,原油价格在开始触底反弹。 在其他主力合约上,原油价格其实最多跌倒了6+美元,而后便开始了持续一年的大牛市。 所谓烽火涅槃,用在原油上在合适不过。 “负油价”事件的一年后,原油价格翻了10倍,创近3年新高:随着原油价格的上涨,油服公司也迎来了春天:$斯伦贝谢(SLB)$ $金德尔摩根(KMI)$ 有机构分析: 当前原油价格回归到70美元/桶以上,已经高","images":[{"img":"https://static.tigerbbs.com/3220a89587cde030ce6eebf69c2007a3","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/8dadf96686fba6412ed5aa4aaad3e527","width":"1420","height":"1080"},{"img":"https://static.tigerbbs.com/deb8507c2159fdb058a647e7580bbbea","width":"840","height":"470"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180779450","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}