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寻找绝望的终点不断登攀

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寻找绝望的终点不断登攀

2021-06-15

市场消息？那是没事找事吗？自己找个理由出来拉高出货？？

市场消息：优信二手车宣布规模高达3.15亿美元的融资交易

寻找绝望的终点不断登攀

2021-01-29

万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？

抱歉，原内容已删除

寻找绝望的终点不断登攀

2021-01-26

可以做空了！

谁在押注许家印，许家印玩儿的到底是造车还是地产？

寻找绝望的终点不断登攀

2021-01-11

$海底捞(06862)$我在7折等你，希望不要让我等太久哦！

寻找绝望的终点不断登攀

2021-01-01

通过打假提升好货且便宜的平台形象，通过加强物流管理，售后管理和供应商管理提升平台规范性。——看着这个拓宽护城河的策略笑死我了，打假了还能便宜吗？物流成本上去了还能便宜吗？我就不信你还能涨到天上去！

抱歉，原内容已删除

寻找绝望的终点不断登攀

2020-12-30

飞机✈没人坐，拼多多有人买！真是搞笑！还大涨！

拼多多与南航开展直销合作，下沉市场的机票大战来了？

寻找绝望的终点不断登攀

2020-12-16

$AMC院线(AMC)$之前一直没有量，最近几周连续放量，老王高吸低抛，连续出货当韭菜？

寻找绝望的终点不断登攀

2020-12-11

本来想继续全仓做多的，看了这个评论，我想想还是算了。

抱歉，原内容已删除

寻找绝望的终点不断登攀

2020-12-09

这就是只乌龟，时不时还有个坑！

百度盘前涨约2%，瑞银上调评级至买入目标价为190美元

寻找绝望的终点不断登攀

2020-12-04

老乡别走！咱一起成长，难道不香吗？

中芯国际：被列入涉军企业名单对运营没有重大影响

寻找绝望的终点不断登攀

2020-12-02

$蔚来(NIO)$$小鹏汽车(XPEV)$涨起来会让你怀疑人生，跌起来亦然！时间是最好的朋友，到底是下跌途中的刀子，还是洗洗更健康？拭目以待！

寻找绝望的终点不断登攀

2020-11-24

$小鹏汽车(XPEV)$🐮🐮

寻找绝望的终点不断登攀

2020-11-23

$小鹏汽车(XPEV)$让暴风雨来得更猛烈一些吧！

寻找绝望的终点不断登攀

2020-11-18

$特斯拉(TSLA)$市场从来都不是理性的，不能理性的思考市场！ 但是话说回来，干倒诺基亚的不是苹果，而是大屏！诺基亚是败给了大屏这个时代！因为给人带来便利的不仅是智能手机，更加是大屏！智能手机诺基亚本来就有！但是时代更需要的是大屏！反过来问一句，电动车真的有那么大的需求吗？能够让人民的出行变得更方便了吗？除非自动驾驶真的有那么一天很成熟了！$蔚来(NIO)$$理想汽车(LI)$小鹏汽车

寻找绝望的终点不断登攀

2020-11-13

原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？

大空头香橼突然发声：蔚来目标价应为25美元

寻找绝望的终点不断登攀

2020-11-13

$小鹏汽车(XPEV)$继续涨起来！这是蔚来2号！

寻找绝望的终点不断登攀

2020-11-12

$拼多多(PDD)$🐮，继续拉升，我在150等你

寻找绝望的终点不断登攀

2020-11-06

$小鹏汽车(XPEV)$不可思议的新能源！

寻找绝望的终点不断登攀

2020-11-05

$小鹏汽车(XPEV)$真香。

寻找绝望的终点不断登攀

2020-11-05

$小鹏汽车(XPEV)$坚持就是胜利✌

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href=\"https://laohu8.com/S/UXIN\">优信</a>二手车宣布：<a href=\"https://laohu8.com/S/NIO\">蔚来</a>资本、愉悦资本的投资最高可达3.15亿美元。</p>\n<p>消息发布后，优信盘前股价涨超6%</p>\n<p><img src=\"https://static.tigerbbs.com/02a9a0eacdbec623c6ee8575714d8e16\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ade1733a461c9483048e104ccc2d044","relate_stocks":{"UXIN":"优信"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172124873","content_text":"6月15日，市场消息，优信二手车宣布：蔚来资本、愉悦资本的投资最高可达3.15亿美元。\n消息发布后，优信盘前股价涨超6%","news_type":1,"symbols_score_info":{"UXIN":0.9}},"isVote":1,"tweetType":1,"viewCount":4006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318745588,"gmtCreate":1611896120144,"gmtModify":1703755806370,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","listText":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","text":"万达电影在《唐探3》上投资总成本为4.38亿元，投资比例为34.5%——这句话应该是有毛病的，流浪地球才花了3.2亿，这个居然有这么高的成本？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318745588","repostId":"2106285222","repostType":2,"isVote":1,"tweetType":1,"viewCount":3125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313089123,"gmtCreate":1611635869862,"gmtModify":1703751811360,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"可以做空了！","listText":"可以做空了！","text":"可以做空了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313089123","repostId":"2106426124","repostType":4,"repost":{"id":"2106426124","kind":"news","pubTimestamp":1611626509,"share":"https://ttm.financial/m/news/2106426124?lang=&edition=full","pubTime":"2021-01-26 10:01","market":"hk","language":"zh","title":"谁在押注许家印，许家印玩儿的到底是造车还是地产？","url":"https://stock-news.laohu8.com/highlight/detail?id=2106426124","media":"猎云网","summary":"作者：黎曼、王潇宵恒大造车总是有很多“惊喜”。正在大家等待恒大拿出真刀真枪的造车成果时，恒大却因为股票定向增发，引来了新一轮股票暴涨。1月24日，恒大汽车发布公告，向6名投资人配售9.52亿股新股，共","content":"<p>作者：黎曼、王潇宵</p><p>恒大造车总是有很多“惊喜”。</p><p>正在大家等待恒大拿出真刀真枪的造车成果时，恒大却因为股票定向增发，引来了新一轮股票暴涨。</p><p>1月24日，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>发布公告，向6名投资人配售9.52亿股新股，共引资260亿港元，已经被大家认定是新能源汽车产业历史上规模最大的股权融资之一。</p><p>昨日，恒大汽车收盘价为45美元，一些新进入的投资人在这短短一天内便获得了颇为可观的收益。此外，恒大汽车市值最高时也一度突破了4200亿，仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>7093亿元和蔚来6271亿元。</p><p><img src=\"https://static.tigerbbs.com/f4e225b3195f7a942fd142ddc2762e7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>2020年，新能源股已经创造了不少资本市场上的神话，然而还未正式量产的恒大汽车，又再一次惊掉看客下巴。恒大的实力真的已经能和一众造车势力一决雌雄了吗？</p><p>但实际上，恒大的“实力”，一方面要归功于这个火热的赛道，更重要的，还是绕不过许家印牛逼的朋友圈，以及其高明的资本运作手段。</p><p>谁在押注许家印造车？</p><p>为恒大汽车引入260亿港元战投的，是许家印“朋友圈”中的6位富豪，他们当中基本是许家印房地产行业相关的新老朋友，却基本和新能源造车没啥关系。</p><p>这6名投资者包括4家公司和2名个人，分别为成宇控股有限公司，上宇有限公司，和益荣国际贸易有限公司，翠林全球投资有限公司，陈凯韵女士和刘明辉先生。4家机构均分别认购50亿港元，2名个人均分别认购30亿港元，合计260亿港元。</p><p><img src=\"https://static.tigerbbs.com/aff0d9d48305461c11238f0f7006ac56\" tg-width=\"640\" tg-height=\"227\" referrerpolicy=\"no-referrer\"></p><p>成宇控股有限公司背后的控股人是深圳地产大佬陈华。</p><p>陈华为京基集团的创始人，并现任董事长。京基集团成立于1994年，总部位于深圳，为一 家集地产开发、商业运营、金融投资、科技<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>等核心业务板块的综合性企业。其所开发的地产项目较为知名的有“碧荔花园”、“碧云天”、“碧华庭居”、“碧海云天”等大型高尚住宅社区，在全国地产界颇有一些盛名。</p><p>2020年2月26日，陈华家族以270亿元人民币财富名列《2020世茂深港国际中心·胡润全球富豪榜》第683位。2020年3月20日，陈华家族以270亿元人民币财富名列《2020胡润全球房地产富豪榜》第65位。</p><p>上宇有限公司背后的全资持有人黄光苗，是中国内地的房地产开发商中洲集团的创办人。中洲集团的附属公司在中国内地投资多个物业发展及其他投资项目。</p><p>他们二人也是许家印将恒大总部迁往深圳之后，在深圳结交的高尔夫球友。在恒大地产的千亿引战中，<a href=\"https://laohu8.com/S/06666\">恒大物业</a>的前进之路中，还是如今恒大汽车的定增中，都能看到他们的身影。</p><p>而翠林全球投资有限公司由王忠明全资持有。王忠明现任深圳市翠林投资控股集团有限公司董事长。翠林集团有限公司成立于1993年，总部设在深圳，资产总额达500亿元，业务覆盖中国内地三十多个省市，投资方向包括建筑施工、地产物业、酒店高尔夫、金融等与房地产相关方向。</p><p>实际上，有很多人将翠林公司称为恒大的一个影子公司。它承接了恒大粮油、农牧、乳业、矿泉水等业务板块，并至今保留着恒大的品牌。此外，在恒大地产千亿引战中，翠林投资的相关公司，也是当中出资最多的投资人之一。</p><p>和益荣国际贸易有限公司背后实际收益人王开国，主要从事贸易及投资，专注大宗贸易及私募股权和公开市场投资。看起来是许家印的新朋友，但实际上也有颇深的瓜葛。</p><p>王开国，曾是“民营石化第一人”大连福佳集团的总经理，是该集团老板王义政的左膀右臂。而王义政也是从房地产起家，横向拓业，成为集保险服务、金融投资、石油化工、贸易经营、地产开发、商业运营、酒店服务、物业管理于一体的大型企业集团。</p><p>福佳集团最为高调的一个动作，是曾经接盘了安邦资产。接盘后，福佳把相关公司的股权全数质押给了<a href=\"https://laohu8.com/S/02066\">盛京银行</a>。而盛京银行的大股东正是恒大。</p><p>可以发现，这四家公司基本上与房地产和金融相关，和许家印打过交道，却独独和新能源造车的关系比较远。他们四家各向恒大汽车出资50亿港元，每家持股比例在1.875%。</p><p>在个人投资中，中国燃气控股有限公司创始人刘明辉和<a href=\"https://laohu8.com/S/00127\">华人置业</a>创始人刘銮雄的妻子陈凯韵一样，出资30亿港元，持股比例1.125%。刘明辉或许是许家印的新朋友，但陈凯韵一定不是。</p><p>陈凯韵背后，不仅代表了代表刘銮雄，更代表了以刘銮雄等人为核心的香港著名的牌局“大D会”。而且，这也不是陈凯韵第一次以个人名义来支持许家印。</p><p>2020年7月31日，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>宣布或将集团的物业分拆上市。消息过去不及半月，恒大又发布公告，称旗下恒大物业合计引入了235亿港元战略投资。据此估算，恒大物业总估值约为838亿港元（750亿元）。目前上市的物管公司中，拥有千亿市值的仅有<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>一家。</p><p>恒大物业的此次战投，融资规模远超外界预期。投资人中，陈凯韵依旧以个人名义认购恒大物业5.37%股份，支付对价为45亿港元，是此次恒大物业认购比例最高的投资者，也是唯一的个人投资者。</p><p>此前，刘銮雄家族就不断为恒大站台，并持有中国恒大超过5%的股份，对恒大股票及债券亦是积极投资。除了陈凯韵，恒大汽车的增发朋友圈里，依旧还有许家印曾经的老朋友。</p><p>在去年恒大物业上市前的战投中，奔向许家印的还有14家为大众熟悉的战略投资者，包括中信、光大控股等大型央企，红杉资本<a href=\"https://laohu8.com/S/CHN\">中国基金</a>、云锋基金等顶级投资基金，以及腾讯、<a href=\"https://laohu8.com/S/01929\">周大福</a>等大型企业。</p><p>而恒大汽车在2020年9月份的第一次定向增发中，又再一次出现了<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、红杉资本中国、阿里旗下的云峰基金以及新朋友滴滴出行。同时，恒大也是唯一一家让腾讯和阿里同时出手的企业。</p><p><img src=\"https://static.tigerbbs.com/27aa935933c154cb255d991d92e18bb2\" tg-width=\"198\" tg-height=\"201\" referrerpolicy=\"no-referrer\"></p><p>他们此前依旧有更深的联结。2014年，马云曾入股许家印名下广州恒大足球俱乐部，马化腾的腾讯也与恒大合作，成立<a href=\"https://laohu8.com/S/00136\">恒腾网络</a>。</p><p>无论是恒大、恒大物业还是现在的恒大汽车，许家印都靠自己巨头<a href=\"https://laohu8.com/S/YJ\">云集</a>的朋友圈带来新的资本活力。定向增发、战略融资是很多深喑资本市场资本家们经常使用的手段，许家印更是如此。</p><p>恒大集团在2020年12月发动增持17次，涉资超过30亿港元，持股比例直接从73.5%升至74.95%。此次，恒大汽车向6名投资者定增的认购股份约占扩大后已发行股份总数约9.75%，恒大集团持股比例从74.95%下降至67.64%。</p><p>恒大向来高歌猛进。许家印39 岁创业、曾经问鼎中国首富。他凭借着规模化运作、低价圈地、激进的资本运作和集权式管理下的超强执行力，在中国楼市最火爆的那几年跨越式发展，还曾于2016年超越过万科，成为中国销售规模最大的地产商。</p><p>新增260亿港元，恒大汽车将怎么用？恒大汽车方面表示，此次募集资金的约70%将投向新能源汽车项目研发、生产及营销网络建设项目，以持续增加在相关领域的技术储备，另30%则将用于补充营运资金及一般企业用途，以改善财务状况。</p><p>尽管造车是一项非常烧钱的业务，但拥有超强朋友圈阵容的许家印，根本不愁钱从哪里来，恒大汽车要面对的，应该是如何造好这辆车。</p><p>许家印造车对得起他的朋友圈吗？</p><p>许家印是如何造车的？</p><p>他的思路和造房思路有异曲同工之处，主要理念是“买买买，合合合，圈圈圈，大大大，好好好”、“以金钱换时间”，大步高走。</p><p>自2018年宣布开始造车后，许家印于2019年开始步入“买买买”阶段。这一年，恒大斥巨资入主国能电动车、上海卡耐新能源、瑞典超跑公司柯尼塞格、英国轮毂电机公司Protean、荷兰轮毂电机公司e-Traction以及德国汽车动力工程公司hofer等企业。2019年底，恒大汽车快速构建了覆盖整车制造、动力总成、动力电池、汽车销售、智慧充电等领域的全产业链。</p><p>恒大首席财务官潘大荣此前曾透露，恒大集团预计将为汽车业务共计投入294亿元。</p><p>这笔帐是这样算的：2019年投入147亿元，2020年上半年投入30亿元，资金主要投往股权收购、基地建设、研发、设备等。预计2020年下半年再继续投入27亿元，2021年投入90亿元，共计再投117亿元就能量产并实现销售。之后，集团将不再投入资金。</p><p>除了使劲砸钱，恒大汽车的步子也迈得非常大，前前后后设计了14款车型（其中6款已经发布样车），规划了10个造车基地，但是至今还未量产。</p><p>回顾<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想、小鹏的造车之路，都是选择集中资源做好一辆车，再按照一定的频率推陈出新，成熟的汽车品牌同样选择循序渐进的发展道路。而恒大却同时找来了三家公司设计了14款车，覆盖轿车、SUV、MPV，从低端到高端整个市场，成为造车史上的壮举，将“进度条”拉快了10年。</p><p>这样激进地造车，最终造成了吗？</p><p>在造车上，交付量才能见真章。早在2018年底，其“国能NEVS 93”就宣布启动生产，据称预售8000台，但是据媒体报道，截至2019年8月，这款车只卖出了8辆，而且交付日期多次推迟。2019 年全年也只有四辆上了交强险。</p><p>2020年8月3日，恒大汽车举办了恒驰系列全球发布会，一口气发布了6款车，车型种类涵盖了轿车、轿跑、SUV、MPV、跨界车五种车型，同时在级别上横跨A级到D级。2020年12月初，传来恒大汽车恒驰1启动路测的消息，据称量产在即，计划到2025年将实现100万量的产销量。</p><p>但截至目前，恒大汽车还是没有交出大家满意的成绩单。但是恒大在借造车拿地方面却有一手，并取得了实质性成果。</p><p>根据《晚点 LatePost》报道，恒大汽车仅在2019年9月至2020年9月间，就通过自己的七级子公司在各地拿了1133万平米土地，其中只有半数是工业用地，35%（403万平方米）是住宅用地，13.34% 是综合用地。晚点还指出，恒大南沙基地附近的恒大阳光半岛一期开盘价为2.3万元/平米，但当时恒大拿地的价格不到1万元每平米。</p><p>认真算起来，这些土地所产生的货币价值或将远远覆盖恒大的新能源车投入。因此，也有业内人士调侃，只要恒大能把基地建好，能量产，不管汽车销售情况如何，恒大都不会亏，许家印的朋友们自然也不会亏。</p><p>早在2个月前，《晚点late post》团队写了一篇近万字长文，试图论证恒大造车是个荒诞的故事：南沙基地产量为零却频频在领导视察中表演、在完工的车间里倒序造车、步子迈得大一下规划14款新能源车型以及房地产模式造车等等问题，一度让众人哗然。</p><p>发改委在随后的调查各地新能源汽车投资状况时，就直接点名恒大，希望恒大拿出在“真造车”、有成果的证据。</p><p>紧接着，恒大汽车开始定向增发260亿港币，并对外披露出信心。</p><p>恒大汽车表示，自己在产品、产能、销售，而恒大汽车在这三方面已有全面比肩特斯拉之势：目前特斯拉仅有4款车型，去年产销量约50万辆，恒大正同步研发14款新车型，在技术性能上全面对标特斯拉；此外，恒大在上海、广州等地建设全球十大智能制造基地，2025年前规划总年产能为100万辆，2035年前规划总年产能为500万辆，远超特斯拉；在销售渠道上，恒大汽车正快速筹建恒驰汽车展示体验、销售、维保修售后服务三大中心，并借助房车宝的2162万经纪人、超3万家线下门店，构建起庞大的线上线下销售网络。</p><p>更意味深长的是，有评论认为，拥有强劲发展后劲的恒大汽车，此前其市值仅为2636亿港元，是特斯拉的1/24，正处于价值洼地。不妨设想，假使恒大汽车股价从目前的29.9港元上升至达到60港元，市值达到5300亿港元，距离特斯拉的一半市值也仍有6倍增长空间， 股价有望达到360港元；若完全看齐特斯拉市值，恒大汽车市值则还有12倍增长空间，股价有望达到720港元。资金是聪明的，本次定增或吹响恒大汽车股价起飞的号角。</p><p>事实确实如此，在资本市场上，恒大股价的号角确实一下子飞起来了，许家印也对得起那些真金白银砸给他的朋友圈。但这到底是一场造车局、还是一场庞大的地产局、亦或是一场资本纵横局，不得而知。</p>","source":"lyw","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>谁在押注许家印，许家印玩儿的到底是造车还是地产？</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谁在押注许家印，许家印玩儿的到底是造车还是地产？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-26 10:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5OTI1OTk2MA==&mid=2650211374&idx=1&sn=8c08d9d17c2ea025594afa23b4d9d8b5&chksm=bf3d9e79884a176fda85d9f1e5fc44ceb5dc739063979f292790358b1ef731c6a0a8cada9151&scene=0&xtrack=1><strong>猎云网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：黎曼、王潇宵恒大造车总是有很多“惊喜”。正在大家等待恒大拿出真刀真枪的造车成果时，恒大却因为股票定向增发，引来了新一轮股票暴涨。1月24日，恒大汽车发布公告，向6名投资人配售9.52亿股新股，共引资260亿港元，已经被大家认定是新能源汽车产业历史上规模最大的股权融资之一。昨日，恒大汽车收盘价为45美元，一些新进入的投资人在这短短一天内便获得了颇为可观的收益。此外，恒大汽车市值最高时也一度突破...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5OTI1OTk2MA==&mid=2650211374&idx=1&sn=8c08d9d17c2ea025594afa23b4d9d8b5&chksm=bf3d9e79884a176fda85d9f1e5fc44ceb5dc739063979f292790358b1ef731c6a0a8cada9151&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e461b44eca7c5465c17670b4cf93165","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5OTI1OTk2MA==&mid=2650211374&idx=1&sn=8c08d9d17c2ea025594afa23b4d9d8b5&chksm=bf3d9e79884a176fda85d9f1e5fc44ceb5dc739063979f292790358b1ef731c6a0a8cada9151&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106426124","content_text":"作者：黎曼、王潇宵恒大造车总是有很多“惊喜”。正在大家等待恒大拿出真刀真枪的造车成果时，恒大却因为股票定向增发，引来了新一轮股票暴涨。1月24日，恒大汽车发布公告，向6名投资人配售9.52亿股新股，共引资260亿港元，已经被大家认定是新能源汽车产业历史上规模最大的股权融资之一。昨日，恒大汽车收盘价为45美元，一些新进入的投资人在这短短一天内便获得了颇为可观的收益。此外，恒大汽车市值最高时也一度突破了4200亿，仅次于比亚迪7093亿元和蔚来6271亿元。2020年，新能源股已经创造了不少资本市场上的神话，然而还未正式量产的恒大汽车，又再一次惊掉看客下巴。恒大的实力真的已经能和一众造车势力一决雌雄了吗？但实际上，恒大的“实力”，一方面要归功于这个火热的赛道，更重要的，还是绕不过许家印牛逼的朋友圈，以及其高明的资本运作手段。谁在押注许家印造车？为恒大汽车引入260亿港元战投的，是许家印“朋友圈”中的6位富豪，他们当中基本是许家印房地产行业相关的新老朋友，却基本和新能源造车没啥关系。这6名投资者包括4家公司和2名个人，分别为成宇控股有限公司，上宇有限公司，和益荣国际贸易有限公司，翠林全球投资有限公司，陈凯韵女士和刘明辉先生。4家机构均分别认购50亿港元，2名个人均分别认购30亿港元，合计260亿港元。成宇控股有限公司背后的控股人是深圳地产大佬陈华。陈华为京基集团的创始人，并现任董事长。京基集团成立于1994年，总部位于深圳，为一 家集地产开发、商业运营、金融投资、科技智能等核心业务板块的综合性企业。其所开发的地产项目较为知名的有“碧荔花园”、“碧云天”、“碧华庭居”、“碧海云天”等大型高尚住宅社区，在全国地产界颇有一些盛名。2020年2月26日，陈华家族以270亿元人民币财富名列《2020世茂深港国际中心·胡润全球富豪榜》第683位。2020年3月20日，陈华家族以270亿元人民币财富名列《2020胡润全球房地产富豪榜》第65位。上宇有限公司背后的全资持有人黄光苗，是中国内地的房地产开发商中洲集团的创办人。中洲集团的附属公司在中国内地投资多个物业发展及其他投资项目。他们二人也是许家印将恒大总部迁往深圳之后，在深圳结交的高尔夫球友。在恒大地产的千亿引战中，恒大物业的前进之路中，还是如今恒大汽车的定增中，都能看到他们的身影。而翠林全球投资有限公司由王忠明全资持有。王忠明现任深圳市翠林投资控股集团有限公司董事长。翠林集团有限公司成立于1993年，总部设在深圳，资产总额达500亿元，业务覆盖中国内地三十多个省市，投资方向包括建筑施工、地产物业、酒店高尔夫、金融等与房地产相关方向。实际上，有很多人将翠林公司称为恒大的一个影子公司。它承接了恒大粮油、农牧、乳业、矿泉水等业务板块，并至今保留着恒大的品牌。此外，在恒大地产千亿引战中，翠林投资的相关公司，也是当中出资最多的投资人之一。和益荣国际贸易有限公司背后实际收益人王开国，主要从事贸易及投资，专注大宗贸易及私募股权和公开市场投资。看起来是许家印的新朋友，但实际上也有颇深的瓜葛。王开国，曾是“民营石化第一人”大连福佳集团的总经理，是该集团老板王义政的左膀右臂。而王义政也是从房地产起家，横向拓业，成为集保险服务、金融投资、石油化工、贸易经营、地产开发、商业运营、酒店服务、物业管理于一体的大型企业集团。福佳集团最为高调的一个动作，是曾经接盘了安邦资产。接盘后，福佳把相关公司的股权全数质押给了盛京银行。而盛京银行的大股东正是恒大。可以发现，这四家公司基本上与房地产和金融相关，和许家印打过交道，却独独和新能源造车的关系比较远。他们四家各向恒大汽车出资50亿港元，每家持股比例在1.875%。在个人投资中，中国燃气控股有限公司创始人刘明辉和华人置业创始人刘銮雄的妻子陈凯韵一样，出资30亿港元，持股比例1.125%。刘明辉或许是许家印的新朋友，但陈凯韵一定不是。陈凯韵背后，不仅代表了代表刘銮雄，更代表了以刘銮雄等人为核心的香港著名的牌局“大D会”。而且，这也不是陈凯韵第一次以个人名义来支持许家印。2020年7月31日，中国恒大宣布或将集团的物业分拆上市。消息过去不及半月，恒大又发布公告，称旗下恒大物业合计引入了235亿港元战略投资。据此估算，恒大物业总估值约为838亿港元（750亿元）。目前上市的物管公司中，拥有千亿市值的仅有碧桂园服务一家。恒大物业的此次战投，融资规模远超外界预期。投资人中，陈凯韵依旧以个人名义认购恒大物业5.37%股份，支付对价为45亿港元，是此次恒大物业认购比例最高的投资者，也是唯一的个人投资者。此前，刘銮雄家族就不断为恒大站台，并持有中国恒大超过5%的股份，对恒大股票及债券亦是积极投资。除了陈凯韵，恒大汽车的增发朋友圈里，依旧还有许家印曾经的老朋友。在去年恒大物业上市前的战投中，奔向许家印的还有14家为大众熟悉的战略投资者，包括中信、光大控股等大型央企，红杉资本中国基金、云锋基金等顶级投资基金，以及腾讯、周大福等大型企业。而恒大汽车在2020年9月份的第一次定向增发中，又再一次出现了腾讯控股、红杉资本中国、阿里旗下的云峰基金以及新朋友滴滴出行。同时，恒大也是唯一一家让腾讯和阿里同时出手的企业。他们此前依旧有更深的联结。2014年，马云曾入股许家印名下广州恒大足球俱乐部，马化腾的腾讯也与恒大合作，成立恒腾网络。无论是恒大、恒大物业还是现在的恒大汽车，许家印都靠自己巨头云集的朋友圈带来新的资本活力。定向增发、战略融资是很多深喑资本市场资本家们经常使用的手段，许家印更是如此。恒大集团在2020年12月发动增持17次，涉资超过30亿港元，持股比例直接从73.5%升至74.95%。此次，恒大汽车向6名投资者定增的认购股份约占扩大后已发行股份总数约9.75%，恒大集团持股比例从74.95%下降至67.64%。恒大向来高歌猛进。许家印39 岁创业、曾经问鼎中国首富。他凭借着规模化运作、低价圈地、激进的资本运作和集权式管理下的超强执行力，在中国楼市最火爆的那几年跨越式发展，还曾于2016年超越过万科，成为中国销售规模最大的地产商。新增260亿港元，恒大汽车将怎么用？恒大汽车方面表示，此次募集资金的约70%将投向新能源汽车项目研发、生产及营销网络建设项目，以持续增加在相关领域的技术储备，另30%则将用于补充营运资金及一般企业用途，以改善财务状况。尽管造车是一项非常烧钱的业务，但拥有超强朋友圈阵容的许家印，根本不愁钱从哪里来，恒大汽车要面对的，应该是如何造好这辆车。许家印造车对得起他的朋友圈吗？许家印是如何造车的？他的思路和造房思路有异曲同工之处，主要理念是“买买买，合合合，圈圈圈，大大大，好好好”、“以金钱换时间”，大步高走。自2018年宣布开始造车后，许家印于2019年开始步入“买买买”阶段。这一年，恒大斥巨资入主国能电动车、上海卡耐新能源、瑞典超跑公司柯尼塞格、英国轮毂电机公司Protean、荷兰轮毂电机公司e-Traction以及德国汽车动力工程公司hofer等企业。2019年底，恒大汽车快速构建了覆盖整车制造、动力总成、动力电池、汽车销售、智慧充电等领域的全产业链。恒大首席财务官潘大荣此前曾透露，恒大集团预计将为汽车业务共计投入294亿元。这笔帐是这样算的：2019年投入147亿元，2020年上半年投入30亿元，资金主要投往股权收购、基地建设、研发、设备等。预计2020年下半年再继续投入27亿元，2021年投入90亿元，共计再投117亿元就能量产并实现销售。之后，集团将不再投入资金。除了使劲砸钱，恒大汽车的步子也迈得非常大，前前后后设计了14款车型（其中6款已经发布样车），规划了10个造车基地，但是至今还未量产。回顾特斯拉、蔚来、理想、小鹏的造车之路，都是选择集中资源做好一辆车，再按照一定的频率推陈出新，成熟的汽车品牌同样选择循序渐进的发展道路。而恒大却同时找来了三家公司设计了14款车，覆盖轿车、SUV、MPV，从低端到高端整个市场，成为造车史上的壮举，将“进度条”拉快了10年。这样激进地造车，最终造成了吗？在造车上，交付量才能见真章。早在2018年底，其“国能NEVS 93”就宣布启动生产，据称预售8000台，但是据媒体报道，截至2019年8月，这款车只卖出了8辆，而且交付日期多次推迟。2019 年全年也只有四辆上了交强险。2020年8月3日，恒大汽车举办了恒驰系列全球发布会，一口气发布了6款车，车型种类涵盖了轿车、轿跑、SUV、MPV、跨界车五种车型，同时在级别上横跨A级到D级。2020年12月初，传来恒大汽车恒驰1启动路测的消息，据称量产在即，计划到2025年将实现100万量的产销量。但截至目前，恒大汽车还是没有交出大家满意的成绩单。但是恒大在借造车拿地方面却有一手，并取得了实质性成果。根据《晚点 LatePost》报道，恒大汽车仅在2019年9月至2020年9月间，就通过自己的七级子公司在各地拿了1133万平米土地，其中只有半数是工业用地，35%（403万平方米）是住宅用地，13.34% 是综合用地。晚点还指出，恒大南沙基地附近的恒大阳光半岛一期开盘价为2.3万元/平米，但当时恒大拿地的价格不到1万元每平米。认真算起来，这些土地所产生的货币价值或将远远覆盖恒大的新能源车投入。因此，也有业内人士调侃，只要恒大能把基地建好，能量产，不管汽车销售情况如何，恒大都不会亏，许家印的朋友们自然也不会亏。早在2个月前，《晚点late post》团队写了一篇近万字长文，试图论证恒大造车是个荒诞的故事：南沙基地产量为零却频频在领导视察中表演、在完工的车间里倒序造车、步子迈得大一下规划14款新能源车型以及房地产模式造车等等问题，一度让众人哗然。发改委在随后的调查各地新能源汽车投资状况时，就直接点名恒大，希望恒大拿出在“真造车”、有成果的证据。紧接着，恒大汽车开始定向增发260亿港币，并对外披露出信心。恒大汽车表示，自己在产品、产能、销售，而恒大汽车在这三方面已有全面比肩特斯拉之势：目前特斯拉仅有4款车型，去年产销量约50万辆，恒大正同步研发14款新车型，在技术性能上全面对标特斯拉；此外，恒大在上海、广州等地建设全球十大智能制造基地，2025年前规划总年产能为100万辆，2035年前规划总年产能为500万辆，远超特斯拉；在销售渠道上，恒大汽车正快速筹建恒驰汽车展示体验、销售、维保修售后服务三大中心，并借助房车宝的2162万经纪人、超3万家线下门店，构建起庞大的线上线下销售网络。更意味深长的是，有评论认为，拥有强劲发展后劲的恒大汽车，此前其市值仅为2636亿港元，是特斯拉的1/24，正处于价值洼地。不妨设想，假使恒大汽车股价从目前的29.9港元上升至达到60港元，市值达到5300亿港元，距离特斯拉的一半市值也仍有6倍增长空间， 股价有望达到360港元；若完全看齐特斯拉市值，恒大汽车市值则还有12倍增长空间，股价有望达到720港元。资金是聪明的，本次定增或吹响恒大汽车股价起飞的号角。事实确实如此，在资本市场上，恒大股价的号角确实一下子飞起来了，许家印也对得起那些真金白银砸给他的朋友圈。但这到底是一场造车局、还是一场庞大的地产局、亦或是一场资本纵横局，不得而知。","news_type":1,"symbols_score_info":{"00708":0.9}},"isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332376626,"gmtCreate":1610349970765,"gmtModify":1703743625862,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a>我在7折等你，希望不要让我等太久哦！","listText":"<a 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23:32","market":"us","language":"zh","title":"拼多多与南航开展直销合作，下沉市场的机票大战来了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2095579315","media":"环球旅讯","summary":"据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。","content":"<p><img src=\"https://static.tigerbbs.com/97ca419d97e3574aa383c4985b44b1c5\" tg-width=\"1000\" tg-height=\"556\"></p>\n<blockquote>\n <a href=\"https://laohu8.com/S/PDD\">拼多多</a>深入机票市场。\n</blockquote>\n<p>拼多多在机票领域又往下深挖了一步。</p>\n<p>12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。</p>\n<p><img src=\"https://static.tigerbbs.com/88f70972a09f108c58ce600562432694\" tg-width=\"1080\" tg-height=\"607\"></p>\n<p>左为达成合作后南航在拼多多购票页面后缀上标有“中国<a href=\"https://laohu8.com/S/ZNH\">南方航空</a>旗舰店”，右为非直销则无后缀</p>\n<p>环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“<a href=\"https://laohu8.com/S/600029\">南方航空</a>官方旗舰店”，点击则跳转至多多机票页面。</p>\n<p><img src=\"https://static.tigerbbs.com/fb70a56526751752714680c0c23df1ce\" tg-width=\"1080\" tg-height=\"607\"></p>\n<p>左一截自飞猪，左二、三截自拼多多</p>\n<p>拼多多的机票预订入口依旧隐蔽，只能在首页的“充值”入口和“个人中心-火车票”入口进入；与此同时，机票业务运营近半年，拼多多无相关营销造势的迹象。</p>\n<p>接入南航直营后，拼多多用户在飞机票入口预订南航机票后，可享受与南航官网购票一致的服务保障，但其他包括选票、购票、支付的流程都与第三方代理运营的机票并无差别，可在拼多多平台上一站式完成。</p>\n<p>值得一提的是，环球旅讯并未在中国航协官网上查询到拼多多相关的机票代理资质。据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”</p>\n<p>拼多多就机票直营业务表示：“未来，拼多多还将持续加强与航空公司的合作。”</p>\n<p><b>1、南航和拼多多合作是双向共赢？</b></p>\n<p>疫情重创旅游行业，航司们历经磨难。即便是复苏迹象明显的国内市场，2020年第三季度，南航营收同比降幅为43.98%，仍然几近腰斩。</p>\n<p>国际航协曾预计，全球航空客运量直到2024年才会恢复到疫情前水平。疫情导致航空业满目疮痍，且疫情坚冰持续包裹着国际旅游，未来数年航司们的主战地是在国内市场。</p>\n<p>航司们的当务之急是在国内寻求新渠道、新流量的入口。南航与拼多多的此次合作就是南航在伸出脚试探拼多多这块流量池的水温。</p>\n<p>在与南航开展合作前，拼多多于今年4月份与航空旅游B2B同业交易平台51BOOK通过第三方机票代理的方式开展机票业务，51BOOK为拼多多提供一站式、全流程在线机票预订解决方案。</p>\n<p>业内人士表示：“这种模式一直以来是处在民不举官不究，平台不违规，航司不盯梢的状态。”</p>\n<p>早前环球旅讯曾报道过，拼多多平台上曾出现商家违规收取机票退改费的情况。用户在拼多多上投诉无门，而后直接诉诸于航司的客服中心。厦航一度因此禁止代理商在拼多多上售卖机票。</p>\n<p>10月16日，环球旅讯发现在企查查上，拼多多经营主体上海寻梦信息技术有限公司经营范围发生变更，新增了票务代理服务。</p>\n<p>如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。</p>\n<p>另一方面，机票市场百废待兴，由于疫情，机票价格低廉，同程交通大数据显，即便是在元旦小长假机票预订小高峰期间，国内机票平均票价（不含机建燃油费）也较往年同期低15%至20%，这大大降低了拼多多在平台上教育用户购买机票的成本。</p>\n<p><b>2、拼多多入局，蛋糕该怎么分？</b></p>\n<p>拼多多和南航合作开展平台旗舰店，也意味着拼多多将不可避免与OTA巨头正面交锋。</p>\n<p>据民航局信息统计：2019年人均乘机次数为0.47次，国家统计局《2017年统计公报》指出除去2.8亿高收入阶层人口之后，剩余11亿居民家庭人口的人均可支配月收入只有1600元。中国经济学家李迅雷直言：中国有10亿人没乘坐过飞机，10亿人坐不起飞机并不夸张。</p>\n<p>疫后机票价格低廉、人们的经济生活水平稳步提高，“人们第一张机票”的概念也促生机票市场新的热潮。</p>\n<p>去哪儿CEO陈刚曾透露：2020年尽管行业面临非常大的困境，但去哪儿在2020年新交易用户量维持数千万量级增长，其中三线以下城市用户占近半数。</p>\n<p>拼多多第三季度的月活高达6.73亿人次，有着众多下沉用户的拼多多开拓机票业务，无疑存在着搅动机票市场格局的可能性。但要想啃下机票市场的一块蛋糕，也绝非易事。</p>\n<p>携程、去哪儿、同程所形成的携程系早在机票市场安营扎寨，占据机票市场的半壁江山。易观数据透露：携程、去哪儿两者在2019年第一季度预订市场份额之和达到58.26%。</p>\n<p>即便拼多多在疫情期间进一步布局机票业务，但前方也困难重重。携程系三角都在疫后呈现稳健复苏趋势。携程在第三季度财报透露携程国内机票业务实现同比正增长，高于行业均值；去哪儿10月份中则达成十一期间全国15个省、直辖市旅游产品预订量超过去年；同程数据透露，2020年1至11月份，平台上的机票用户呈现年轻化趋势，18至23岁的青年用户的比例上升42.7%。</p>\n<p>与此同时，飞猪亦是拼多多在机票业务上的劲敌。2020年，飞猪推出66元任性飞活动，其中七成用户选择预订两周内的机票，直接预订5天内机票的用户占比超过30%。同时天猫双11期间，海航曾单场直播卖出8000万元的“随心飞”产品。</p>\n<p>多堵围墙下，拼多多攻克堡垒的难度可想而知。</p>\n<p>拼多多入局机票业务是为了流量变现，也是试图用交通业务为过往的旅游业务进行精准导流，另一方面拼多多试图让平台更多元化，满足平台上用户的其他潜在需求，增加用户粘性。</p>\n<p>但拼多多在机票领域还是一个“萌新”，要想弯道超车还需好好修炼在机票业务领域的内功。</p>","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>拼多多与南航开展直销合作，下沉市场的机票大战来了？</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多与南航开展直销合作，下沉市场的机票大战来了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-29 23:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b><strong>环球旅讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拼多多深入机票市场。\n\n拼多多在机票领域又往下深挖了一步。\n12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。\n\n左为达成合作后南航在拼多多购票页面后缀上标有“中国南方航空旗舰店”，右为非直销则无后缀\n环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“南方航空官方旗舰店”，点击则...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9ad0916074d4fd8a0d19716314c632dc","relate_stocks":{"PDD":"拼多多"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202012292335057c0118e4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2095579315","content_text":"拼多多深入机票市场。\n\n拼多多在机票领域又往下深挖了一步。\n12月29日，有媒体消息称南航正式上线与拼多多机票官方直销业务，此次拼多多通过对接南航的NDC分销系统，打通航司直营通道。\n\n左为达成合作后南航在拼多多购票页面后缀上标有“中国南方航空旗舰店”，右为非直销则无后缀\n环球旅讯翻阅拼多多APP发现，不同于飞猪平台上的航司旗舰店有着独立的店铺页面，目前拼多多搜索到的“南方航空官方旗舰店”，点击则跳转至多多机票页面。\n\n左一截自飞猪，左二、三截自拼多多\n拼多多的机票预订入口依旧隐蔽，只能在首页的“充值”入口和“个人中心-火车票”入口进入；与此同时，机票业务运营近半年，拼多多无相关营销造势的迹象。\n接入南航直营后，拼多多用户在飞机票入口预订南航机票后，可享受与南航官网购票一致的服务保障，但其他包括选票、购票、支付的流程都与第三方代理运营的机票并无差别，可在拼多多平台上一站式完成。\n值得一提的是，环球旅讯并未在中国航协官网上查询到拼多多相关的机票代理资质。据行业人士透露，拼多多和南航的合作仅需要南航授权即可，“通过NDC的接口进行售卖机票，类似航司在其他平台上开设的旗舰店，拼多多是个交易平台，服务由航司完成。”\n拼多多就机票直营业务表示：“未来，拼多多还将持续加强与航空公司的合作。”\n1、南航和拼多多合作是双向共赢？\n疫情重创旅游行业，航司们历经磨难。即便是复苏迹象明显的国内市场，2020年第三季度，南航营收同比降幅为43.98%，仍然几近腰斩。\n国际航协曾预计，全球航空客运量直到2024年才会恢复到疫情前水平。疫情导致航空业满目疮痍，且疫情坚冰持续包裹着国际旅游，未来数年航司们的主战地是在国内市场。\n航司们的当务之急是在国内寻求新渠道、新流量的入口。南航与拼多多的此次合作就是南航在伸出脚试探拼多多这块流量池的水温。\n在与南航开展合作前，拼多多于今年4月份与航空旅游B2B同业交易平台51BOOK通过第三方机票代理的方式开展机票业务，51BOOK为拼多多提供一站式、全流程在线机票预订解决方案。\n业内人士表示：“这种模式一直以来是处在民不举官不究，平台不违规，航司不盯梢的状态。”\n早前环球旅讯曾报道过，拼多多平台上曾出现商家违规收取机票退改费的情况。用户在拼多多上投诉无门，而后直接诉诸于航司的客服中心。厦航一度因此禁止代理商在拼多多上售卖机票。\n10月16日，环球旅讯发现在企查查上，拼多多经营主体上海寻梦信息技术有限公司经营范围发生变更，新增了票务代理服务。\n如今，拼多多与南航开展直营服务，不仅完善自身机票领域的服务生态，而且还能提升消费者在平台上的机票预订服务体验。\n另一方面，机票市场百废待兴，由于疫情，机票价格低廉，同程交通大数据显，即便是在元旦小长假机票预订小高峰期间，国内机票平均票价（不含机建燃油费）也较往年同期低15%至20%，这大大降低了拼多多在平台上教育用户购买机票的成本。\n2、拼多多入局，蛋糕该怎么分？\n拼多多和南航合作开展平台旗舰店，也意味着拼多多将不可避免与OTA巨头正面交锋。\n据民航局信息统计：2019年人均乘机次数为0.47次，国家统计局《2017年统计公报》指出除去2.8亿高收入阶层人口之后，剩余11亿居民家庭人口的人均可支配月收入只有1600元。中国经济学家李迅雷直言：中国有10亿人没乘坐过飞机，10亿人坐不起飞机并不夸张。\n疫后机票价格低廉、人们的经济生活水平稳步提高，“人们第一张机票”的概念也促生机票市场新的热潮。\n去哪儿CEO陈刚曾透露：2020年尽管行业面临非常大的困境，但去哪儿在2020年新交易用户量维持数千万量级增长，其中三线以下城市用户占近半数。\n拼多多第三季度的月活高达6.73亿人次，有着众多下沉用户的拼多多开拓机票业务，无疑存在着搅动机票市场格局的可能性。但要想啃下机票市场的一块蛋糕，也绝非易事。\n携程、去哪儿、同程所形成的携程系早在机票市场安营扎寨，占据机票市场的半壁江山。易观数据透露：携程、去哪儿两者在2019年第一季度预订市场份额之和达到58.26%。\n即便拼多多在疫情期间进一步布局机票业务，但前方也困难重重。携程系三角都在疫后呈现稳健复苏趋势。携程在第三季度财报透露携程国内机票业务实现同比正增长，高于行业均值；去哪儿10月份中则达成十一期间全国15个省、直辖市旅游产品预订量超过去年；同程数据透露，2020年1至11月份，平台上的机票用户呈现年轻化趋势，18至23岁的青年用户的比例上升42.7%。\n与此同时，飞猪亦是拼多多在机票业务上的劲敌。2020年，飞猪推出66元任性飞活动，其中七成用户选择预订两周内的机票，直接预订5天内机票的用户占比超过30%。同时天猫双11期间，海航曾单场直播卖出8000万元的“随心飞”产品。\n多堵围墙下，拼多多攻克堡垒的难度可想而知。\n拼多多入局机票业务是为了流量变现，也是试图用交通业务为过往的旅游业务进行精准导流，另一方面拼多多试图让平台更多元化，满足平台上用户的其他潜在需求，增加用户粘性。\n但拼多多在机票领域还是一个“萌新”，要想弯道超车还需好好修炼在机票业务领域的内功。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":3106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394784813,"gmtCreate":1608112214332,"gmtModify":1703851214711,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>之前一直没有量，最近几周连续放量，老王高吸低抛，连续出货当韭菜？","listText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>之前一直没有量，最近几周连续放量，老王高吸低抛，连续出货当韭菜？","text":"$AMC院线(AMC)$之前一直没有量，最近几周连续放量，老王高吸低抛，连续出货当韭菜？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394784813","isVote":1,"tweetType":1,"viewCount":3911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395572256,"gmtCreate":1607700113475,"gmtModify":1703849608402,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"本来想继续全仓做多的，看了这个评论，我想想还是算了。","listText":"本来想继续全仓做多的，看了这个评论，我想想还是算了。","text":"本来想继续全仓做多的，看了这个评论，我想想还是算了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395572256","repostId":"2090866536","repostType":2,"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392710653,"gmtCreate":1607523984672,"gmtModify":1703848432202,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"这就是只乌龟，时不时还有个坑！","listText":"这就是只乌龟，时不时还有个坑！","text":"这就是只乌龟，时不时还有个坑！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392710653","repostId":"1115993132","repostType":2,"repost":{"id":"1115993132","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1607513227,"share":"https://ttm.financial/m/news/1115993132?lang=&edition=full","pubTime":"2020-12-09 19:27","market":"us","language":"zh","title":"百度盘前涨约2%，瑞银上调评级至买入目标价为190美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1115993132","media":"老虎资讯综合","summary":"12月9日讯，瑞银将百度的股票评级从中性上调为买入，并将其目标股价从130美元上调至190美元。以Jerry Liu为首的分析师表示，因产品改善、竞争环境趋稳，且较上年同期更为轻松，百度的核心营收(搜","content":"<p>12月9日讯，瑞银将百度的股票评级从中性上调为买入，并将其目标股价从130美元上调至190美元。以Jerry Liu为首的分析师表示，因产品改善、竞争环境趋稳，且较上年同期更为轻松，百度的核心营收(搜索和订阅广告)正转为正增长。百度管理层也更有可能通过股票上市、出售/剥离资产和回购等方式，为自动驾驶、云计算和智能音箱等其他业务实现价值。</p><p>截至发稿，百度盘前涨约2%。</p><p><img src=\"https://static.tigerbbs.com/39d885ada768e172aca31421e026aed2\" tg-width=\"955\" tg-height=\"466\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>百度盘前涨约2%，瑞银上调评级至买入目标价为190美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度盘前涨约2%，瑞银上调评级至买入目标价为190美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-09 19:27</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月9日讯，瑞银将百度的股票评级从中性上调为买入，并将其目标股价从130美元上调至190美元。以Jerry Liu为首的分析师表示，因产品改善、竞争环境趋稳，且较上年同期更为轻松，百度的核心营收(搜索和订阅广告)正转为正增长。百度管理层也更有可能通过股票上市、出售/剥离资产和回购等方式，为自动驾驶、云计算和智能音箱等其他业务实现价值。</p><p>截至发稿，百度盘前涨约2%。</p><p><img src=\"https://static.tigerbbs.com/39d885ada768e172aca31421e026aed2\" tg-width=\"955\" tg-height=\"466\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c9083ea560ad849832bc28e4921bb34","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115993132","content_text":"12月9日讯，瑞银将百度的股票评级从中性上调为买入，并将其目标股价从130美元上调至190美元。以Jerry 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12:37","market":"sh","language":"zh","title":"中芯国际：被列入涉军企业名单对运营没有重大影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1142600689","media":"老虎资讯综合","summary":"12月4日，中芯国际午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。中芯国际在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营","content":"<p>12月4日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。</p><p><img src=\"https://static.tigerbbs.com/1ba5ad266238e998e77dfe24cdd770c9\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。</p><p>本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-12-04 12:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月4日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。</p><p><img src=\"https://static.tigerbbs.com/1ba5ad266238e998e77dfe24cdd770c9\" tg-width=\"867\" tg-height=\"833\"></p><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。</p><p>本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/935b895b6464b1e17a4e2f27fd1ab86f","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142600689","content_text":"12月4日，中芯国际午后复牌跌超4%，公司午间公告称，被列入中国涉军企业名单对运营没有重大影响。中芯国际在港交所公告，本公司被列入中国涉军企业名单，对本公司运营没有重大影响。本公司一直坚持合法合规经营，并遵守经营地的相关法律法规，其服务和产品从未涉及任何军事用途，且皆用于民用及商用。本公司强烈反对美国国防部的决定，此举反映了美国国防部对本公司业务与技术最终用途的根本误解。本公司会继续与美国政府相关部门保持积极的交流沟通。本公司已向联交所作出申请，自2020年12月4日下午一时正起恢复本公司的股份于联交所买卖。","news_type":1,"symbols_score_info":{"688981":0.9,"00981":0.9}},"isVote":1,"tweetType":1,"viewCount":3099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398880631,"gmtCreate":1606869706824,"gmtModify":1703844996171,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"<a 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麻烦你去体验下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304418952,"gmtCreate":1605279597576,"gmtModify":1703837231383,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","listText":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","text":"原文发出来我们看啥，就这么发几个标题，不是忽悠人吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304418952","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605279014,"share":"https://ttm.financial/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声：蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，$理想汽车(LI)$涨13%，此前一度涨近30%，$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前，做空机构香橼资本发表推文，称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","content":"<p>周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中，新能源汽车概念股涨幅集体收窄，截至发稿，理想汽车涨13%，此前一度涨近30%，小鹏汽车、蔚来现涨逾4%。此前，做空机构香橼资本发表推文，称蔚来汽车目标价应为25美元。香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304653665,"gmtCreate":1605226627057,"gmtModify":1703836867728,"author":{"id":"3440239906887981","authorId":"3440239906887981","name":"寻找绝望的终点不断登攀","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440239906887981","authorIdStr":"3440239906887981"},"themes":[],"htmlText":"<a 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