大船晴空的个人主页 - 老虎社区

大船晴空

大船晴空

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IP属地：湖北

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07-02

这些截胡企业的原粉丝怎么想：给小米粉丝5000优惠，自家粉丝一分钱优惠没有？？

全额补贴5000元定金，友商们给了小米YU7一刀

05-19

$高通(QCOM)$ $小米集团-W(01810)$ 小米的玄戒对高通没有任何影响啊？反过来看，小米的玄戒是不是完全没有触及到芯片的核心地带

05-12

$京东集团-SW(09618)$ 市盈率9，能有多大风险呢？

05-05

祝贺雷总升职加薪

抱歉，原内容已删除

04-24

京东只有8倍的市盈率，怎么看？

04-10

$小米集团-W(01810)$ 贸易战长期打下去，小米的芯片问题会受到多大影响？

04-09

小米往后几个月的销量是由产能决定的，这和汽车事故有啥关系？

抱歉，原内容已删除

03-04

$小米集团-W(01810)$ 清仓了，一厢情愿希望涨上去？还是理性点好

03-01

$小米集团-W(01810)$ 目前Ultra预付2万元的5万+（其中锁单2万+）

02-12

$蔚来(NIO)$ 买蔚来股票让人担忧的地方是：固态电池是必然趋势，高能量密度、不自燃，关键是充一次电行驶1000公里以上，跑长途一天电量妥妥的够了，一般家用一个月充一次电，续航焦虑不存在的，那么换电的优势何在呢？大量的基础设施太不经济了

01-29

$蔚来(NIO)$ 充电对于换电有着不可逾越的缺点，我越来越怀疑蔚来的换电模式能跑出来（没有蔚来股票，近期开始考虑了）

01-28

$英伟达(NVDA)$ 昨天冲进去的慌不？

01-28

$英伟达(NVDA)$ 目前看方向正确

01-28

$英伟达(NVDA)$ 重在参与，验证一下自己的判断

01-27

大清亡了，辫子该剪了

Wedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”

01-27

$英伟达(NVDA)$ 大事件，参与一下，验证一下自己的判断

01-07

$小米集团-W(01810)$ 砸这一下，多少人交出筹码避险

2024-12-20

$越疆(02432)$ 12中2

2024-12-19

$小菜园(00999)$ 中签75%，这么高比例，大家呢？

2024-12-18

$草姬集团(02593)$ 暗盘期间可以在综合账户买卖，不能在环球账户操作？

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src=\"https://fid-75186.picgzc.qpic.cn/20250702145755685v2015ty8ogmxsb5\"/><p><strong>#01</strong></p><p><strong>小米遭“截胡”</strong></p><p>有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破28.9万台，18小时锁单24万台……</p><p>然而，最近小米汽车App更新了YU7预计交付时间：标准版预计53~56周；Pro版预计48~51周；Max版预计33~36周。也就是说，不少部分用户要等超过1年才能提车。</p><p>要知道，YU7才开售不到一周，可想而知如果后续还有用户下单，那等待的时间将会更长。</p><p>交付周期过长，势必会影响消费者的购买热情。毕竟，汽车不是数码产品，消费者对“买得起、等得起”的容忍度可没那么高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145756131v201ffzftejzqvd\"/><p>不难看出，小米汽车最大的问题不是担心车子卖不出去，而是愁产能跟不上。而这一短板，也给了友商们“使绊子”的机会。</p><p>这几天，多个车企开始对小米汽车启动“截胡计划”，表示用户放弃小米转为购买自家产品，就能享受退订补偿的相关政策。</p><p>其中，<a href=\"https://laohu8.com/S/09866\">蔚来</a>、阿维塔以“抵扣车价”的方式全额补偿5000元小米定金，极氪则奖励相应金额的积分。</p><p>甚至，小红书上还有品牌销售顾问在小米YU7锁单用户的评论区留言，可以“手把手” 指导退订流程。</p><p><strong>#02</strong></p><p><strong>产能是最大问题</strong></p><p>事实上，这不是小米第一次面临产能危机。</p><p>多年前，小米手机发售新品时，用户都要蹲时间、拼手速，有的还会转卖自己抢到的购买资格。</p><p>是不是很眼熟，跟如今小米汽车的模式如出一辙。</p><p>当初就有人说小米在“耍猴”。不过，毕竟手机作为快消电子产品，替代周期短、容错率高，哪怕晚几个月拿到货，用户体验影响不大，还在可以接受的程度。</p><p>但汽车不是手机。</p><p>汽车是高价值、高依赖度、重<span>资产</span>的耐用消费品。用户或许也会冲动性消费，但谁的热情能保持半年，甚至一年以上。等待周期一旦过长，必然会被其他品牌“截胡”，这也很正常。</p><p>因此，产能对小米而言或许比想象中更重要，因为国产新能源车的更新节奏非常快。比如，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>每年都会更新一次车型，理想、<a href=\"https://laohu8.com/S/XPEV\">小鹏</a>等的智能化功能也在以OTA形式不断进化。就连传统车企如<a href=\"https://laohu8.com/S/00175\">吉利</a>、长安，也不再是“更新5年不换壳”。</p><p>在这种行业背景下，一款车从热销走向“被边缘”，可能只需半年。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145759369v201zpid70dzdtc\"/><p><strong>#03</strong></p><p><strong>没交付就没胜利</strong></p><p>一边是用户的耐心；一边是友商主动为消费者的损失兜底。这种剪刀差，本质上是在以交付能力为核心竞争点重新洗牌。</p><p>不可否认，YU7的热销为小米汽车赢得了一个漂亮的开场，但这只是“赛季的第一场球”。真正的胜负，不在发布会，也不在数字，而在工厂的产能线、在等待车主的心态曲线。</p><p>截至目前，YU7的锁单量仍然是现象级的，交付延迟引发的也并非广泛退订潮，至少在社交媒体上，尚未形成批量性的负面舆情。</p><p>这固然与小米品牌强大的号召力和用户粘性有关，也说明，大多数YU7用户仍抱有“愿意等”的希望。</p><p>但愿意等，不代表无限等；愿意相信，也不意味着无条件宽容。</p><p>对于缓解交付压力，7月1日，小米汽车在官微宣布：6月交付超2.5万辆，正在全力生产新车，并将在7月6日~7日开启“限时改配”，即锁单用户可重新选择配置并按此重新安排生产。</p><p>虽然重新改配可能再次影响交付时间，但好歹能看出小米正在想办法，积极解决这一问题。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250702145804988v2012oj67du42pf\"/><p>该说不说，国内新能源品牌没有哪个是靠一次发布会封神的，也没有谁能靠流量渡过市场考验。</p><p>因为在整体加速的汽车市场，没有用户会为了等待一个品牌而停下脚步。</p><p>能否在未来数月解决产能问题，不仅决定着YU7是否能够将热度转化为长期销量，也决定了小米能否在汽车赛道真正站稳脚跟。</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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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全额补贴5000元定金，友商们给了小米YU7一刀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-02 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702145809a4ca8787&s=b><strong>IT科技精选</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：科二妹图：网络未经许可谢绝转载爆单的小米YU7，迎来了友商们的“围剿”。这几天，蔚来、阿维塔和极氪等车企纷纷推出“截胡”小米YU7的政策，表示愿意全数补齐小米YU7退单的5000元定金。甚至，还有打出“退订的‘米’，有‘TA’兜底”口号的。在这种情况下，小米的产能或将面对前所未有的压力。#01小米遭“截胡”有一说一，小米YU7无疑延续了此前SU7的爆单奇迹：3分钟大定突破20万台，1小时突破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250702145809a4ca8787&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","01810":"小米集团-W","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","BK1615":"港股-互联网","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU1481107354.HKD":"HSBC GIF HONG 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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\">\nWedbush不看好DeepSeek，称科技股抛售是“黄金买入机会”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-27 22:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1244794.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1244794.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9b3296a59921ce97bdfc79eee468fd55","relate_stocks":{"NVDA":"英伟达","META":"Meta Platforms, Inc.","MSFT":"微软"},"source_url":"https://www.zhitongcaijing.com/content/detail/1244794.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1191348013","content_text":"Wedbush表示，周一，DeepSeek的R1大型语言模型及市场对美国公司竞争模型成本的担忧引发的科技股抛售，可能为投资者提供“黄金买入机会”。Wedbush分析师在报告中评论称，“显然，科技股正面临由英伟达领跌的巨大压力，(华尔街)将把DeepSeek视为对美国科技主导地位和把控这场人工智能革命的重大威胁。”Wedbush分析师说：“虽然DeepSeek模型令人印象深刻并对市场产生连锁反应，但在我们看来，现实情况是，美股七巨头和美国科技公司正专注的(通用人工智能)最后阶段以及所有基础设施和生态系统都是DeepSeek无法接近的。目前，人工智能的重点是企业用例和更广泛的基础设施，这将在未来3年推动这2万亿美元的资本支出。”DeepSeek在12月底发布了免费的开源大型语言模型R1，称在两个月内开发而成，耗资557万美元。DeepSeek表示，它使用了英伟达的H800 GPU大约2788小时。目前，DeepSeek的人工智能助手现已取代ChatGPT成为App 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08:36","market":"sh","language":"zh","title":"美团代表对话巡视组：470万骑手均为外包公司员工，与我们无直接劳动关系","url":"https://stock-news.laohu8.com/highlight/detail?id=2134968122","media":"财经自媒体","summary":"美团代表对话巡视组：470万骑手均为外包公司员工，与我们无直接劳动关系来源：豆仔说事最近美团被巡视组约谈，才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏，最核心的竞争力：470万骑手，居然全是外包，合同不是和美团签的，而是与外包公司签，社会保险，对不起，没有，只能给交3元/天的商业险，就这钱还得从佣金里扣，真是毁人三观。","content":"<html><body><p>原标题：美团代表对话巡视组：470万骑手均为外包公司员工，与我们无直接劳动关系</p><p>来源：豆仔说事</p><p>最近美团被巡视组约谈，才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏，最核心的竞争力：470万骑手，居然全是外包，合同不是和美团签的，而是与外包公司签，社会保险，对不起，没有，只能给交3元/天的商业险，就这钱还得从佣金里扣，真是毁人三观。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/194/w637h357/20210510/88ee-kpuunnc8759676.jpg/w720fin.jpg\"/></div><p>这些骑手没有任何保障，每天为了多赚点钱，多送几单，骑着电车飞速穿行于各个大街小巷，穿梭于嘈杂的人群闹市和车辆拥堵的公路之中。但是美团却没有尽到一个大公司应有的责任和义务，只是踩在广大劳动者的身上贪婪的吸食着血液。</p><div><img 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：美团代表对话巡视组：470万骑手均为外包公司员工，与我们无直接劳动关系来源：豆仔说事最近美团被巡视组约谈，才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏，最核心的竞争力：470万骑手，居然全是外包，合同不是和美团签的，而是与外包公司签，社会保险，对不起，没有，只能给交3元/天的商业险，就这钱还得从佣金里扣，真是毁人三观。这些骑手没有任何保障，每天为了多赚点钱，多送几单，骑着电车...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dbd4ef4cf9c9c3df70d9ff23af4de11","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/gsnews/2021-05-10/doc-ikmyaawc4364881.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2134968122","content_text":"原标题：美团代表对话巡视组：470万骑手均为外包公司员工，与我们无直接劳动关系来源：豆仔说事最近美团被巡视组约谈，才发现顶着“骑士王者”光环的美团玩的竟是空手套白狼的游戏，最核心的竞争力：470万骑手，居然全是外包，合同不是和美团签的，而是与外包公司签，社会保险，对不起，没有，只能给交3元/天的商业险，就这钱还得从佣金里扣，真是毁人三观。这些骑手没有任何保障，每天为了多赚点钱，多送几单，骑着电车飞速穿行于各个大街小巷，穿梭于嘈杂的人群闹市和车辆拥堵的公路之中。但是美团却没有尽到一个大公司应有的责任和义务，只是踩在广大劳动者的身上贪婪的吸食着血液。要知道，美团可是全国最大的互联网外卖零售平台，妥妥的超级巨头公司，应该肩负起一定的社会责任。即使你是商业资本化运作的公司，不想承担社会责任，但也不能这样的利欲熏心，置为你风里来雨里去的470万员工的合法权益于不顾，干活为你干，出了事你自己先摘干净。美团不要以为自己会大而不倒，任何不尊重劳动者、无社会责任感的企业必将为此付出应有的代价。","news_type":1,"symbols_score_info":{"03690":1,"QNETCN":0.6}},"isVote":1,"tweetType":1,"viewCount":7569,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474326287970747","authorId":"3474326287970747","name":"兔子须","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3474326287970747","authorIdStr":"3474326287970747"},"content":"没什么用。吃官粮的不会在乎你想的一切。尤其不在乎龙头企业和投资者的死活，毕竟你们挣钱又不给他加工资，看着还眼红。关键是连依F治都是嘴上说说，动不动给你搞个巡视督察，即便你没有任何违法行为，即便你只是民营企业，又 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