zkuwoo的个人主页 - 老虎社区

zkuwoo

zkuwoo

暂无个人介绍

IP属地：江苏

39关注

3粉丝

0主题

0勋章

09-20

$蔚来(NIO)$ 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～

09-12

$小鹏汽车(XPEV)$ 质量缺陷终于承认了，质量不行

09-09

$蔚来-SW(09866)$

09-05

再不改评级，就是一出长喜剧了，这些评级的人真是小丑

星展银行将蔚来目标价从30.60港元上调至52.00港元。

09-03

高盛就是反向指标

大行评级｜高盛：下调海底捞目标价至14.7港元预期下半年利润率仍承压

08-25

高盛打脸疼不？

高盛上调蔚来目标价至30港元维持“沽售”评级

08-22

军儿->雷神也是这么过来的，都是人，为啥李斌不行呢

1个月，2场胜仗，李斌从“斌子”变成“斌神”

08-22

$蔚来(NIO)$ 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。

08-21

$蔚来(NIO)$ 我去，这价格太香了！！！！

08-21

内容上蔚来更尊重车主，更有礼貌啊

蔚来沈斐：理想i8的横幅确实做的比我们好

08-06

$理想汽车-W(02015)$ 李想应该下课了

07-31

$蔚来(NIO)$ 这波洗出去多少人

07-24

$蔚来(NIO)$ 空头最后的回补机会

07-22

$蔚来(NIO)$ 打爆空头！！！

07-21

$蔚来(NIO)$ 现在不上车还等啥时候😜

07-10

$蔚来(NIO)$ 准备起飞！

01-14

$蔚来-SW(09866)$ 蔚来销量被自家乐道挤走了？销量堪忧啊，啥情况

01-08

别解读了，傻不拉几的

异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机

2024-12-31

$Faraday Future(FFIE)$ 散了散了，今晚要大跌了

2024-12-31

闭眼买入，高盛就是个大垃圾

高盛对蔚来给予“沽出”评级预计股价有15%下跌空间

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3469508720988911","uuid":"3469508720988911","gmtCreate":1533803108815,"gmtModify":1685020208583,"name":"zkuwoo","pinyin":"zkuwoo","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":39,"tweetSize":55,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.03%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.86%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":1,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":480595242004936,"gmtCreate":1758356507774,"gmtModify":1758356509850,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","text":"$蔚来(NIO)$ 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","images":[{"img":"https://static.tigerbbs.com/60ae8d84e0f2ef2b508711ecc015e909","width":"4096","height":"3072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480595242004936","isVote":1,"tweetType":1,"viewCount":1608,"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":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"我家就在会展附近[贱笑]刚刚去逛了一圈","text":"我家就在会展附近[贱笑]刚刚去逛了一圈","html":"我家就在会展附近[贱笑]刚刚去逛了一圈"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":477822738756024,"gmtCreate":1757665800411,"gmtModify":1757665998605,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 质量缺陷终于承认了，质量不行","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 质量缺陷终于承认了，质量不行","text":"$小鹏汽车(XPEV)$ 质量缺陷终于承认了，质量不行","images":[{"img":"https://static.tigerbbs.com/db33b75cc583bab1fa2115b82d6f5097","width":"1260","height":"2022"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477822738756024","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575525532609197","authorId":"3575525532609197","name":"李茂和李边卿的麻麻","avatar":"https://static.tigerbbs.com/939e254225f487f48f181401f04e89ca","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575525532609197","authorIdStr":"3575525532609197"},"content":"天……这……为了降本吧……","text":"天……这……为了降本吧……","html":"天……这……为了降本吧……"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476742642544848,"gmtCreate":1757398577413,"gmtModify":1757398578822,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>&nbsp;","text":"$蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/41297bf6493b644d50b8454290b67732","width":"1260","height":"1922"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/476742642544848","isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532643073740414","authorId":"3532643073740414","name":"及观","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3532643073740414","authorIdStr":"3532643073740414"},"content":"乐道近段时间势头这么好，怎么上周交付这么拉？","text":"乐道近段时间势头这么好，怎么上周交付这么拉？","html":"乐道近段时间势头这么好，怎么上周交付这么拉？"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":475352825118808,"gmtCreate":1757056516968,"gmtModify":1757056518849,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"再不改评级，就是一出长喜剧了，这些评级的人真是小丑","listText":"再不改评级，就是一出长喜剧了，这些评级的人真是小丑","text":"再不改评级，就是一出长喜剧了，这些评级的人真是小丑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/475352825118808","repostId":"2565539676","repostType":2,"repost":{"id":"2565539676","kind":"live","pubTimestamp":1757048716,"share":"https://www.laohu8.com/m/news/2565539676?lang=&edition=full","pubTime":"2025-09-05 13:05","market":"us","language":"zh","title":"星展银行将蔚来目标价从30.60港元上调至52.00港元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2565539676","media":"智通财经","summary":"星展银行将蔚来目标价从30.60港元上调至52.00港元。","content":"<html><body><div>\n<div>\r\n                  星展银行将蔚来目标价从30.60港元上调至52.00港元。                </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>星展银行将蔚来目标价从30.60港元上调至52.00港元。</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星展银行将蔚来目标价从30.60港元上调至52.00港元。\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-05 13:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>星展银行将蔚来目标价从30.60港元上调至52.00港元。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0188438112.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" ACC","LU0210637038.USD":"HSBC GIF THAI EQUITY \"AD\" INC","SG9999000459.SGD":"Aberdeen Standard Pacific Equity SGD","LU1522347837.USD":"EASTSPRING INV ASIAN LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC A","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0261945553.USD":"FIDELITY ASEAN \"A\" ACC","SG9999007991.SGD":"Schroder Asian Income A Dis SGD","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","BK6516":"银行与投资服务概念","BK4574":"无人驾驶","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","BK4509":"腾讯概念","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0048573645.USD":"富达东盟基金","LU0052750758.USD":"富兰克林中国基金A Acc","LU0648948544.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AM\" (HKD) INC","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","09866":"蔚来-SW","BK4099":"汽车制造商","SG9999008742.SGD":"Eastspring Investments Unit Trusts - Singapore ASEAN Equity SGD","BK4585":"ETF&股票定投概念","LU0971096721.USD":"富达环球金融服务 A","NIO.SI":"蔚来","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU1497733631.SGD":"Eastspring Investments - Asian Low Volatility Equity Fund ASDM SGD","LU0557290698.USD":"施罗德环球可持续增长基金","BK6523":"ESG概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) ACC","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU1282649141.HKD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (HKD) INC","NIO":"蔚来","BK4505":"高瓴资本持仓","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","D05.SI":"星展集团控股","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2565539676","content_text":"星展银行将蔚来目标价从30.60港元上调至52.00港元。","news_type":1,"symbols_score_info":{"09866":1,"D05.SI":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":1}},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474519592522440,"gmtCreate":1756881003279,"gmtModify":1756881007630,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"高盛就是反向指标","listText":"高盛就是反向指标","text":"高盛就是反向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474519592522440","repostId":"2564892609","repostType":2,"repost":{"id":"2564892609","kind":"live","pubTimestamp":1756713342,"share":"https://www.laohu8.com/m/news/2564892609?lang=&edition=full","pubTime":"2025-09-01 15:55","market":"hk","language":"zh","title":"大行评级｜高盛：下调海底捞目标价至14.7港元 预期下半年利润率仍承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2564892609","media":"格隆汇","summary":"高盛发表研究报告指，预期下半年海底捞收入增长将恢复正轨，因基数较低及营运优化措施见效，但消费环境仍对翻桌率复苏构成阻力；另外，预期下半年利润率仍面临压力，因去年高基数，加上公司持续投入客户体验及员工福","content":"<html><body><p>高盛发表研究报告指，预期下半年海底捞收入增长将恢复正轨，因基数较低及营运优化措施见效，但消费环境仍对翻桌率复苏构成阻力；另外，预期下半年利润率仍面临压力，因去年高基数，加上公司持续投入客户体验及员工福利；股东回报可支持股价。因应门店数量及销售增长放缓，加上短期利润率逆风，该行将2025至2027年盈利预测下调7%至14%，维持“中性”评级，目标价由15.3港元下调至14.7港元。</p></body></html>","source":"live_gelonghui","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>大行评级｜高盛：下调海底捞目标价至14.7港元 预期下半年利润率仍承压</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大行评级｜高盛：下调海底捞目标价至14.7港元 预期下半年利润率仍承压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 15:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛发表研究报告指，预期下半年海底捞收入增长将恢复正轨，因基数较低及营运优化措施见效，但消费环境仍对翻桌率复苏构成阻力；另外，预期下半年利润率仍面临压力，因去年高基数，加上公司持续投入客户体验及员工福利；股东回报可支持股价。因应门店数量及销售增长放缓，加上短期利润率逆风，该行将2025至2027年盈利预测下调7%至14%，维持“中性”评级，目标价由15.3港元下调至14.7港元。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK1583":"高瓴概念","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK1604":"节假日概念","BK4516":"特朗普概念","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2488822045.USD":"ALLIANZ CHINA HEALTHY LIVING \"AT\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","BK4504":"桥水持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0106831901.USD":"贝莱德世界金融基金A2","BK4550":"红杉资本持仓","BK4588":"碎股","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4552":"Archegos爆仓风波概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK1233":"餐馆","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","06862":"海底捞","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","BK4585":"ETF&股票定投概念","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK1591":"就地过年概念","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4127":"投资银行业与经纪业","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2564892609","content_text":"高盛发表研究报告指，预期下半年海底捞收入增长将恢复正轨，因基数较低及营运优化措施见效，但消费环境仍对翻桌率复苏构成阻力；另外，预期下半年利润率仍面临压力，因去年高基数，加上公司持续投入客户体验及员工福利；股东回报可支持股价。因应门店数量及销售增长放缓，加上短期利润率逆风，该行将2025至2027年盈利预测下调7%至14%，维持“中性”评级，目标价由15.3港元下调至14.7港元。","news_type":1,"symbols_score_info":{"06862":1}},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471417343279232,"gmtCreate":1756123472814,"gmtModify":1756123474682,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"高盛打脸疼不？","listText":"高盛打脸疼不？","text":"高盛打脸疼不？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471417343279232","repostId":"2513790086","repostType":2,"repost":{"id":"2513790086","kind":"news","pubTimestamp":1740376980,"share":"https://www.laohu8.com/m/news/2513790086?lang=&edition=full","pubTime":"2025-02-24 14:03","market":"us","language":"zh","title":"高盛上调蔚来目标价至30港元 维持“沽售”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2513790086","media":"观点网","summary":"观点网讯：2月24日，高盛发布最新报告，将蔚来目标价上调至30港元，同时维持“沽售”评级。最新报告中，高盛指出，蔚来去年末季交付了7.3万辆新能源车，同比增长45%，环比增长18%。高盛预计蔚来的收入将同比增长17%，达到200亿元人民币。此外，高盛预计蔚来在末季的EBIT亏损将达到60亿元人民币，non-GAAP净亏损料为49亿元人民币。因此，港股目标价由27港元升至30港元，但评级仍为“沽售”。","content":"<html><body><article><p><strong>观点网讯：</strong>2月24日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布最新报告，将<a href=\"https://laohu8.com/S/NIO\">蔚来</a>目标价上调至30港元，同时维持“沽售”评级。</p><p>最新报告中，高盛指出，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>去年末季交付了7.3万辆新能源车，同比增长45%，环比增长18%。然而，公司在内地新能源车市场的份额从去年第三季的2%收缩至末季的1.9%。</p><p>高盛预计蔚来的收入将同比增长17%，达到200亿元人民币。</p><p>高盛还预计，由于乐道L60销售占比的增加，蔚来汽车业务的毛利率将在末季较低。但由于规模经济及与伙伴的合作，换电池业务的毛利率预计将得到改善。</p><p>此外，高盛预计蔚来在末季的EBIT亏损将达到60亿元人民币，non-GAAP净亏损料为49亿元人民币。</p><p>因此，港股目标价由27港元升至30港元，但评级仍为“沽售”。</p><p>免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。</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>高盛上调蔚来目标价至30港元 维持“沽售”评级</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高盛上调蔚来目标价至30港元 维持“沽售”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-24 14:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250224140617962e0fd6&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点网讯：2月24日，高盛发布最新报告，将蔚来目标价上调至30港元，同时维持“沽售”评级。最新报告中，高盛指出，蔚来去年末季交付了7.3万辆新能源车，同比增长45%，环比增长18%。然而，公司在内地新能源车市场的份额从去年第三季的2%收缩至末季的1.9%。高盛预计蔚来的收入将同比增长17%，达到200亿元人民币。高盛还预计，由于乐道L60销售占比的增加，蔚来汽车业务的毛利率将在末季较低。但由于规模...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250224140617962e0fd6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250224140617962e0fd6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2513790086","content_text":"观点网讯：2月24日，高盛发布最新报告，将蔚来目标价上调至30港元，同时维持“沽售”评级。最新报告中，高盛指出，蔚来去年末季交付了7.3万辆新能源车，同比增长45%，环比增长18%。然而，公司在内地新能源车市场的份额从去年第三季的2%收缩至末季的1.9%。高盛预计蔚来的收入将同比增长17%，达到200亿元人民币。高盛还预计，由于乐道L60销售占比的增加，蔚来汽车业务的毛利率将在末季较低。但由于规模经济及与伙伴的合作，换电池业务的毛利率预计将得到改善。此外，高盛预计蔚来在末季的EBIT亏损将达到60亿元人民币，non-GAAP净亏损料为49亿元人民币。因此，港股目标价由27港元升至30港元，但评级仍为“沽售”。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470278190793016,"gmtCreate":1755844833335,"gmtModify":1755844835382,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"军儿-&gt;雷神也是这么过来的，都是人，为啥李斌不行呢","listText":"军儿-&gt;雷神也是这么过来的，都是人，为啥李斌不行呢","text":"军儿->雷神也是这么过来的，都是人，为啥李斌不行呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470278190793016","repostId":"1151792428","repostType":2,"repost":{"id":"1151792428","kind":"news","pubTimestamp":1755841701,"share":"https://www.laohu8.com/m/news/1151792428?lang=&edition=full","pubTime":"2025-08-22 13:48","market":"hk","language":"zh","title":"1个月，2场胜仗，李斌从“斌子”变成“斌神”","url":"https://stock-news.laohu8.com/highlight/detail?id=1151792428","media":"极客公园","summary":"在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。","content":"<html><head></head><body><blockquote><p>30.88 万的全新<a href=\"https://laohu8.com/S/09866\">蔚来</a> ES8，比乐道 L90 订单量更好。</p></blockquote><p style=\"text-align: justify;\">短短两个月，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a> CEO 李斌的个人形象完成了光速逆转。</p><p style=\"text-align: justify;\">在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：</p><p style=\"text-align: justify;\"><strong>「斌神」</strong>。</p><p style=\"text-align: justify;\">这台电池从 75 度升级到 102 度的新 ES8，比刚刚停售的第二代车型便宜了 8 万，甚至比租电方案购买的价格还要便宜将近 1.2 万。</p><p style=\"text-align: justify;\">如果采用租电方式购买，这台从第一代就锚定在「50 万级别」的纯电旗舰 SUV，入门门槛将进一步下探至 30.88 万元——只比 23 天前发售的乐道 L90 大顶配，贵了 9000 元；比最新的 ES6 整车购买价，还要再便宜近 2 万元。</p><p style=\"text-align: justify;\">当然，如果按照行业惯例，一个月后的正式发布会上，正式售价应该要比预售价再便宜一些。</p><p style=\"text-align: justify;\">比价格更让行业吃惊的是：这样的决策，是我们过去熟悉的那家蔚来几乎不可能做出的。</p><p style=\"text-align: justify;\">过去的蔚来，优雅但「拧巴」。各种决策里总是有很多噪音干扰：新车售价要考虑 BOM 成本，也要考虑对老用户的影响，还要考虑蔚来和乐道两个品牌之间的区隔……</p><p style=\"text-align: justify;\">所以，外界评价往往是：<strong>产品审美第一梯队，但价格和效率难以让人满意</strong>。</p><p style=\"text-align: justify;\">这一次，杂音消失、目标明确。用李斌的话说：「<strong>活着是最重要的</strong>，活着才可以更好地兑现我们给老用户的种种承诺。」</p><p style=\"text-align: justify;\">短期的订单量也反应了用户的广泛认可。发布会结束后第二天，蔚来联合创始人、总裁秦力洪透露：在发布会结束后的 12 小时里，「全新 ES8 的订单量已经超越了同期（预售 12 小时）的乐道 L90」。</p><p style=\"text-align: justify;\">当然，和一个月前谨慎的乐道品牌总裁沈斐一样，秦力洪立即强调不能提前庆祝，表示后续生产、交付等工作需要踏实完成：「现在我们眼里都是活。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad549d306e8f9958a57dbaf8191eddd0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p><strong>01、座座都是 MPV</strong></p><p style=\"text-align: justify;\">比起第二代 ES8，全新 ES8 首先的变化在于车身变得更大了：车长从 5099mm 增加到 5280mm，轴距从 3070mm 来到 3130mm。</p><p style=\"text-align: justify;\">在此基础上，基于 NT3.0 平台，它还能拥有更多的空间优势：</p><p style=\"text-align: justify;\">前备箱+后备箱总计 777L 装载空间（在六座坐满不放倒的情况下），不仅远超同级的三排 SUV，而且还超过了很多同尺寸的 MPV 车型。</p><p style=\"text-align: justify;\">在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。包括：前备箱可以装下 2 个 20 英寸行李箱 +1 个 14 英寸儿童行李箱；后备箱可以装下 8 个 20 英寸行李箱 +1 个 12 英寸儿童行李箱。</p><p style=\"text-align: justify;\">此外，相比第二代产品 75kWh 的标配电池，全新 ES8 的入门版即标配了 102kWh 大电池，CLTC 续航达到 635km，官方标称电耗优化至 16.6kWh/100km。电池层面的加量不加价，也让 41.68 万元的起售价显得更有诱惑力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01462665cb9d04e7997a57ad3b89e821\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\"><strong>李斌现场展示全新 ES8 的装载能力 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">真正让笔者感到惊喜的是，这一次蔚来对于全新 ES8 使用场景的全新解读。</p><p style=\"text-align: justify;\">首先，打开车门的一瞬间里，前排拥有 80 万级别 ET9 同款的内饰语言。所以尽管和 L90 同为三排六座 SUV，但不需要解释这是一台贴着 <a href=\"https://laohu8.com/S/NIO\">NIO</a> 车标的 L90，因为从观感来看，这显然更像一台 SUV 版本的 ET9。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b4a572014b08c10ec82180739dc325d\" alt=\"图片\" title=\"图片\" tg-width=\"590\" tg-height=\"332\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>全新 ES8 前排搭载了和 ET9 一样的数字天际线屏 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">其次，在很长一段时间里，李斌都表达过蔚来品牌的高端车型会更强调「商务」属性。这一度是让笔者感到疑惑甚至担心的：毕竟在大型 SUV 的市场里，「家庭」是一个已经被验证的大场景。如果只谈「商务」，会不会让受众变窄？</p><p style=\"text-align: justify;\">这一次，蔚来总算为全新 ES8 里找到了一个更合适的传播方向：<strong>宜家宜商</strong>。</p><p style=\"text-align: justify;\">第二排右侧的独立座椅，不仅可以躺倒，还拥有 150mm 的横移空间。蔚来在车机系统里预先定义了「观影」和「隐私」等模式，选择观影模式时，二排乘客可以「贴贴」；选择隐私模式时，可以拥有体面又得体的商务交流距离。</p><p style=\"text-align: justify;\">再如：全新 ES8 的二三排配备了六块电致变玻璃，可以调节三档透光度（通透、遮阳、全隐私）。而且，既可以通过门板上的实体按键完成「一键隐私」，也可以选择分区调节。左排乘客关闭遮阳帘休息，而右边乘客可以打开遮阳帘观景。</p><p style=\"text-align: justify;\">蔚来甚至在传播时还给出了一个小彩蛋，在第三排上方预留了一排衣帽接口。结合隐私玻璃的特点，把这个过往在传播时容易「油腻」的功能，包装成了「步入式衣帽间」的概念，给家庭和商务用户都提供了一个优雅的场景示范。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78087ace7d761251c0e6c8e301a1e72\" alt=\"图片\" title=\"图片\" tg-width=\"588\" tg-height=\"332\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>全新 ES8「宜家宜商」的内部空间设计 | 来源：蔚来</strong></p><p style=\"text-align: justify;\">在智能化层面上，蔚来展示了一系列场景功能。</p><p style=\"text-align: justify;\">例如：在「守卫模式」下，车辆可以感知到周围的水涝或者火灾的风险。在发出报警的同时，还可以联动车辆空气悬架的升降，甚至调用无人泊车的相关功能让车实现自动驶离（还需满足一定法规规定）。</p><p style=\"text-align: justify;\">这样的功能需要联动整车多个域的控制，其实就是基于过去常说的「全域操作系统」、「正向研发」的能力。只是过去，这些技术名词略显枯燥，在传播时「肉往往都埋在了饭里」。而现在，蔚来正在用更多合适的场景展示自己的技术能力，找到更接地气的传播方式。</p><p><strong>02、成为下一个连续爆款</strong></p><p style=\"text-align: justify;\">2017 年，蔚来推出首款量产车型——第一代 ES8。那个时候，全铝车身、第二起居室的概念，加上 50 万级别的定价，给刚刚起步的中国新能源市场带来了足够的震撼，也为蔚来奠定高端、<a href=\"https://laohu8.com/S/DLX\">豪华</a>的品牌形象打下了坚实的产品基础。</p><p style=\"text-align: justify;\">2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。李斌后来坦承，这一阶段犯了一些产品定义上的「错误」。二代车型销量不及预期，蔚来也被新势力其他友商们拉开了一定差距。</p><p style=\"text-align: justify;\">去年年底，蔚来发布基于 NT3.0 平台的旗舰轿车 ET9，迈入第三代平台。根据极客公园的了解，ET9 搭载的线控转向、全主动悬架等功能，在其他主机厂和供应商里其实引发了广泛关注。但由于 ET9 定位较高、人群略窄，在消费端还是稍显曲高和寡。</p><p style=\"text-align: justify;\">相比起 8 年前的初代 ES8 发布，无论外部竞争还是内部环境都发生了巨大的变化。第三代 ES8 需要承载的使命也自然不同。</p><p style=\"text-align: justify;\">它不必再纠结于要定位在某个区间，以彰显蔚来品牌的「高端」和车型本身的「旗舰」定位。它更重要的责任是在 L90 之后，尽快成为蔚来公司的下一个爆款。</p><p style=\"text-align: justify;\">据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。而在 L90 正式交付的前两个月，乐道品牌的交付量大约为每月 6000 台上下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba22e940ab9d9dad6445cce92c5168\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\"><strong>李斌公布全新 ES8 预售价 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">李斌在此前的媒体沟通中提到，爆款的意义在于展示蔚来公司「持续、稳定、健康」经营的决心和能力。此前，他也反复强调蔚来公司的经营目标是在今年第四季度扭亏为盈——目前，在新势力中<a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>已率先完成年度和半年度盈利，<a href=\"https://laohu8.com/S/XIACY\">小米</a>（汽车业务）和小鹏也预计在下半年完成盈亏平衡。</p><p style=\"text-align: justify;\">值得一提的是，在今天的媒体沟通会上，当有媒体问起是否之后还会有基于三代 ES8 的五座车型 ES7。李斌没有否认，只是回答说：「这种思路的确会让开发效率更高。」</p><p style=\"text-align: justify;\">再加上已经公开的五座版 L80，也就是说，<strong>在 26.58 万元和 41.68 万元起售的 L90 和 ES8 之外，乐道和蔚来品牌还有「更便宜的牌」可以打出</strong>。那个曾经「售价不低于 30 万元」的蔚来品牌，如今正在带头重新锚定智能电动汽车行业的定价规则。</p><p style=\"text-align: justify;\">过往，人们在讨论每个组织的变化时，有一种常见的说法是「换帅如换刀」。暗指往往组织的变化往往需要从管理层做起。所以过去一段时间里，外界也会有声音把乐道品牌近期的转变，简单总结为从艾铁成到沈斐的人事变动。</p><p style=\"text-align: justify;\">如果照搬这套逻辑，那么几乎保持「原阵容」的蔚来，就应该是李斌革了自己的命。</p><p style=\"text-align: justify;\">我们很好奇在李斌和蔚来的内部，究竟发生了哪些转变。</p><p style=\"text-align: justify;\">但无论如何，我们正在看到一个「脱胎换骨」中的蔚来。</p></body></html>","source":"jkgy","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>1个月，2场胜仗，李斌从“斌子”变成“斌神”</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\">\n1个月，2场胜仗，李斌从“斌子”变成“斌神”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>30.88 万的全新蔚来 ES8，比乐道 L90 订单量更好。短短两个月，蔚来 CEO 李斌的个人形象完成了光速逆转。在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。这台电池从 75 度升级到 102 度的新 ES8，比刚刚...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4505":"高瓴资本持仓","BK4574":"无人驾驶","BK4504":"桥水持仓","NIO":"蔚来","BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK4526":"热门中概股","BK4509":"腾讯概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","09866":"蔚来-SW"},"source_url":"https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151792428","content_text":"30.88 万的全新蔚来 ES8，比乐道 L90 订单量更好。短短两个月，蔚来 CEO 李斌的个人形象完成了光速逆转。在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。这台电池从 75 度升级到 102 度的新 ES8，比刚刚停售的第二代车型便宜了 8 万，甚至比租电方案购买的价格还要便宜将近 1.2 万。如果采用租电方式购买，这台从第一代就锚定在「50 万级别」的纯电旗舰 SUV，入门门槛将进一步下探至 30.88 万元——只比 23 天前发售的乐道 L90 大顶配，贵了 9000 元；比最新的 ES6 整车购买价，还要再便宜近 2 万元。当然，如果按照行业惯例，一个月后的正式发布会上，正式售价应该要比预售价再便宜一些。比价格更让行业吃惊的是：这样的决策，是我们过去熟悉的那家蔚来几乎不可能做出的。过去的蔚来，优雅但「拧巴」。各种决策里总是有很多噪音干扰：新车售价要考虑 BOM 成本，也要考虑对老用户的影响，还要考虑蔚来和乐道两个品牌之间的区隔……所以，外界评价往往是：产品审美第一梯队，但价格和效率难以让人满意。这一次，杂音消失、目标明确。用李斌的话说：「活着是最重要的，活着才可以更好地兑现我们给老用户的种种承诺。」短期的订单量也反应了用户的广泛认可。发布会结束后第二天，蔚来联合创始人、总裁秦力洪透露：在发布会结束后的 12 小时里，「全新 ES8 的订单量已经超越了同期（预售 12 小时）的乐道 L90」。当然，和一个月前谨慎的乐道品牌总裁沈斐一样，秦力洪立即强调不能提前庆祝，表示后续生产、交付等工作需要踏实完成：「现在我们眼里都是活。」01、座座都是 MPV比起第二代 ES8，全新 ES8 首先的变化在于车身变得更大了：车长从 5099mm 增加到 5280mm，轴距从 3070mm 来到 3130mm。在此基础上，基于 NT3.0 平台，它还能拥有更多的空间优势：前备箱+后备箱总计 777L 装载空间（在六座坐满不放倒的情况下），不仅远超同级的三排 SUV，而且还超过了很多同尺寸的 MPV 车型。在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。包括：前备箱可以装下 2 个 20 英寸行李箱 +1 个 14 英寸儿童行李箱；后备箱可以装下 8 个 20 英寸行李箱 +1 个 12 英寸儿童行李箱。此外，相比第二代产品 75kWh 的标配电池，全新 ES8 的入门版即标配了 102kWh 大电池，CLTC 续航达到 635km，官方标称电耗优化至 16.6kWh/100km。电池层面的加量不加价，也让 41.68 万元的起售价显得更有诱惑力。李斌现场展示全新 ES8 的装载能力 | 图片来源：蔚来真正让笔者感到惊喜的是，这一次蔚来对于全新 ES8 使用场景的全新解读。首先，打开车门的一瞬间里，前排拥有 80 万级别 ET9 同款的内饰语言。所以尽管和 L90 同为三排六座 SUV，但不需要解释这是一台贴着 NIO 车标的 L90，因为从观感来看，这显然更像一台 SUV 版本的 ET9。图片全新 ES8 前排搭载了和 ET9 一样的数字天际线屏 | 图片来源：蔚来其次，在很长一段时间里，李斌都表达过蔚来品牌的高端车型会更强调「商务」属性。这一度是让笔者感到疑惑甚至担心的：毕竟在大型 SUV 的市场里，「家庭」是一个已经被验证的大场景。如果只谈「商务」，会不会让受众变窄？这一次，蔚来总算为全新 ES8 里找到了一个更合适的传播方向：宜家宜商。第二排右侧的独立座椅，不仅可以躺倒，还拥有 150mm 的横移空间。蔚来在车机系统里预先定义了「观影」和「隐私」等模式，选择观影模式时，二排乘客可以「贴贴」；选择隐私模式时，可以拥有体面又得体的商务交流距离。再如：全新 ES8 的二三排配备了六块电致变玻璃，可以调节三档透光度（通透、遮阳、全隐私）。而且，既可以通过门板上的实体按键完成「一键隐私」，也可以选择分区调节。左排乘客关闭遮阳帘休息，而右边乘客可以打开遮阳帘观景。蔚来甚至在传播时还给出了一个小彩蛋，在第三排上方预留了一排衣帽接口。结合隐私玻璃的特点，把这个过往在传播时容易「油腻」的功能，包装成了「步入式衣帽间」的概念，给家庭和商务用户都提供了一个优雅的场景示范。图片全新 ES8「宜家宜商」的内部空间设计 | 来源：蔚来在智能化层面上，蔚来展示了一系列场景功能。例如：在「守卫模式」下，车辆可以感知到周围的水涝或者火灾的风险。在发出报警的同时，还可以联动车辆空气悬架的升降，甚至调用无人泊车的相关功能让车实现自动驶离（还需满足一定法规规定）。这样的功能需要联动整车多个域的控制，其实就是基于过去常说的「全域操作系统」、「正向研发」的能力。只是过去，这些技术名词略显枯燥，在传播时「肉往往都埋在了饭里」。而现在，蔚来正在用更多合适的场景展示自己的技术能力，找到更接地气的传播方式。02、成为下一个连续爆款2017 年，蔚来推出首款量产车型——第一代 ES8。那个时候，全铝车身、第二起居室的概念，加上 50 万级别的定价，给刚刚起步的中国新能源市场带来了足够的震撼，也为蔚来奠定高端、豪华的品牌形象打下了坚实的产品基础。2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。李斌后来坦承，这一阶段犯了一些产品定义上的「错误」。二代车型销量不及预期，蔚来也被新势力其他友商们拉开了一定差距。去年年底，蔚来发布基于 NT3.0 平台的旗舰轿车 ET9，迈入第三代平台。根据极客公园的了解，ET9 搭载的线控转向、全主动悬架等功能，在其他主机厂和供应商里其实引发了广泛关注。但由于 ET9 定位较高、人群略窄，在消费端还是稍显曲高和寡。相比起 8 年前的初代 ES8 发布，无论外部竞争还是内部环境都发生了巨大的变化。第三代 ES8 需要承载的使命也自然不同。它不必再纠结于要定位在某个区间，以彰显蔚来品牌的「高端」和车型本身的「旗舰」定位。它更重要的责任是在 L90 之后，尽快成为蔚来公司的下一个爆款。据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。而在 L90 正式交付的前两个月，乐道品牌的交付量大约为每月 6000 台上下。李斌公布全新 ES8 预售价 | 图片来源：蔚来李斌在此前的媒体沟通中提到，爆款的意义在于展示蔚来公司「持续、稳定、健康」经营的决心和能力。此前，他也反复强调蔚来公司的经营目标是在今年第四季度扭亏为盈——目前，在新势力中理想、零跑已率先完成年度和半年度盈利，小米（汽车业务）和小鹏也预计在下半年完成盈亏平衡。值得一提的是，在今天的媒体沟通会上，当有媒体问起是否之后还会有基于三代 ES8 的五座车型 ES7。李斌没有否认，只是回答说：「这种思路的确会让开发效率更高。」再加上已经公开的五座版 L80，也就是说，在 26.58 万元和 41.68 万元起售的 L90 和 ES8 之外，乐道和蔚来品牌还有「更便宜的牌」可以打出。那个曾经「售价不低于 30 万元」的蔚来品牌，如今正在带头重新锚定智能电动汽车行业的定价规则。过往，人们在讨论每个组织的变化时，有一种常见的说法是「换帅如换刀」。暗指往往组织的变化往往需要从管理层做起。所以过去一段时间里，外界也会有声音把乐道品牌近期的转变，简单总结为从艾铁成到沈斐的人事变动。如果照搬这套逻辑，那么几乎保持「原阵容」的蔚来，就应该是李斌革了自己的命。我们很好奇在李斌和蔚来的内部，究竟发生了哪些转变。但无论如何，我们正在看到一个「脱胎换骨」中的蔚来。","news_type":1,"symbols_score_info":{"09866":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":20329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470064663359864,"gmtCreate":1755792704864,"gmtModify":1755792706264,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","text":"$蔚来(NIO)$ 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/470064663359864","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470033786147400,"gmtCreate":1755785937774,"gmtModify":1755785938876,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我去，这价格太香了！！！！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我去，这价格太香了！！！！","text":"$蔚来(NIO)$ 我去，这价格太香了！！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470033786147400","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469915431035240,"gmtCreate":1755756270560,"gmtModify":1755756272403,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"内容上蔚来更尊重车主，更有礼貌啊","listText":"内容上蔚来更尊重车主，更有礼貌啊","text":"内容上蔚来更尊重车主，更有礼貌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469915431035240","repostId":"2561843968","repostType":2,"repost":{"id":"2561843968","kind":"news","pubTimestamp":1755739860,"share":"https://www.laohu8.com/m/news/2561843968?lang=&edition=full","pubTime":"2025-08-21 09:31","market":"sh","language":"zh","title":"蔚来沈斐：理想i8的横幅确实做的比我们好","url":"https://stock-news.laohu8.com/highlight/detail?id=2561843968","media":"新浪科技","summary":"8月20日晚间，蔚来高级副总裁兼乐道汽车总裁沈斐转发网友微博，内容是乐道L90与理想I8卡车上挂的横幅对比。网友表示，明显i8的横幅挂的比L90的更工整[doge]\n　　沈斐也表示，理想i8的横幅确实做的比我们好。汽车行业需要相互学习，乐道L90上市交付节奏学习的就是当年的理想L9。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","content":"<html><body><div>\n<p>　　8月20日晚间，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>高级副总裁兼乐道汽车总裁沈斐转发网友微博，内容是乐道L90与<a href=\"https://laohu8.com/S/LI\">理想</a>I8卡车上挂的横幅对比。网友表示，明显i8的横幅挂的比L90的更工整[doge]</p>\n<p>　　沈斐也表示，理想i8的横幅确实做的比我们好。汽车行业需要相互学习，乐道L90上市交付节奏学习的就是当年的理想L9。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/279/w550h529/20250821/f890-87cde103b03f149659ec7090b50857b0.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/464/w550h714/20250821/5775-adcd4516e54752e74d1c1ddd541715ff.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：李思阳 </p>\n</div></body></html>","source":"sina","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>蔚来沈斐：理想i8的横幅确实做的比我们好</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蔚来沈斐：理想i8的横幅确实做的比我们好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-21 09:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/nextauto/2025-08-21/doc-infmsyzi9646505.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月20日晚间，蔚来高级副总裁兼乐道汽车总裁沈斐转发网友微博，内容是乐道L90与理想I8卡车上挂的横幅对比。网友表示，明显i8的横幅挂的比L90的更工整[doge]\n　　沈斐也表示，理想i8的横幅确实做的比我们好。汽车行业需要相互学习，乐道L90上市交付节奏学习的就是当年的理想L9。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳</p>\n\n<a href=\"https://finance.sina.com.cn/nextauto/2025-08-21/doc-infmsyzi9646505.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4504":"桥水持仓","BK4588":"碎股","BK1119":"汽车制造商","NIO.SI":"蔚来","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","BK4574":"无人驾驶","BK1588":"回港中概股","09866":"蔚来-SW","BK4509":"腾讯概念","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4526":"热门中概股","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"source_url":"https://finance.sina.com.cn/nextauto/2025-08-21/doc-infmsyzi9646505.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2561843968","content_text":"8月20日晚间，蔚来高级副总裁兼乐道汽车总裁沈斐转发网友微博，内容是乐道L90与理想I8卡车上挂的横幅对比。网友表示，明显i8的横幅挂的比L90的更工整[doge]\n　　沈斐也表示，理想i8的横幅确实做的比我们好。汽车行业需要相互学习，乐道L90上市交付节奏学习的就是当年的理想L9。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李思阳","news_type":1,"symbols_score_info":{"09866":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":1}},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464630785921472,"gmtCreate":1754460078514,"gmtModify":1754460079580,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 李想应该下课了","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 李想应该下课了","text":"$理想汽车-W(02015)$ 李想应该下课了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464630785921472","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462730807148888,"gmtCreate":1753977163858,"gmtModify":1753977165026,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波洗出去多少人","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波洗出去多少人","text":"$蔚来(NIO)$ 这波洗出去多少人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462730807148888","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"其实主要是大家对李斌信心不足","text":"其实主要是大家对李斌信心不足","html":"其实主要是大家对李斌信心不足"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459798447984728,"gmtCreate":1753292769466,"gmtModify":1753292770603,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头最后的回补机会","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头最后的回补机会","text":"$蔚来(NIO)$ 空头最后的回补机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459798447984728","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459403701747896,"gmtCreate":1753196282152,"gmtModify":1753196283202,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 打爆空头！！！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 打爆空头！！！","text":"$蔚来(NIO)$ 打爆空头！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459403701747896","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458848967942440,"gmtCreate":1753060802728,"gmtModify":1753060803873,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 现在不上车还等啥时候😜","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 现在不上车还等啥时候😜","text":"$蔚来(NIO)$ 现在不上车还等啥时候😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/458848967942440","isVote":1,"tweetType":1,"viewCount":1042,"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":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力","text":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力","html":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455136312566096,"gmtCreate":1752135153349,"gmtModify":1752135154357,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 准备起飞！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 准备起飞！","text":"$蔚来(NIO)$ 准备起飞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/455136312566096","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392362482196952,"gmtCreate":1736835102567,"gmtModify":1736835103874,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>蔚来销量被自家乐道挤走了？销量堪忧啊，啥情况","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>蔚来销量被自家乐道挤走了？销量堪忧啊，啥情况","text":"$蔚来-SW(09866)$ 蔚来销量被自家乐道挤走了？销量堪忧啊，啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392362482196952","isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390357844038144,"gmtCreate":1736348193040,"gmtModify":1736350767431,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"别解读了，傻不拉几的","listText":"别解读了，傻不拉几的","text":"别解读了，傻不拉几的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390357844038144","repostId":"1114381796","repostType":2,"repost":{"id":"1114381796","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1736346926,"share":"https://www.laohu8.com/m/news/1114381796?lang=&edition=full","pubTime":"2025-01-08 22:35","market":"us","language":"zh","title":"异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1114381796","media":"异动解读","summary":"$蔚来$今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:. 作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n</p>\n\n<p>首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。</p>\n\n<p>其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。</p>\n\n<p>此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。</p>\n\n<p>最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。</p>","source":"ai_movement_cn","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>异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机</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异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-08 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n</p>\n\n<p>首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。</p>\n\n<p>其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。</p>\n\n<p>此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。</p>\n\n<p>最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114381796","content_text":"蔚来今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n\n首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。\n其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。\n此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。\n最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387544240009528,"gmtCreate":1735646008413,"gmtModify":1735646009932,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>散了散了，今晚要大跌了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>散了散了，今晚要大跌了","text":"$Faraday Future(FFIE)$ 散了散了，今晚要大跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/387544240009528","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580002663575256","authorId":"3580002663575256","name":"䬊韠㿓彠聼","avatar":"https://static.tigerbbs.com/06268b8df79bee933a346b15dd1bb3e3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580002663575256","authorIdStr":"3580002663575256"},"content":"你咋算的这么准？","text":"你咋算的这么准？","html":"你咋算的这么准？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387449792708960,"gmtCreate":1735633681320,"gmtModify":1735634271822,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"闭眼买入，高盛就是个大垃圾","listText":"闭眼买入，高盛就是个大垃圾","text":"闭眼买入，高盛就是个大垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387449792708960","repostId":"2495087595","repostType":2,"repost":{"id":"2495087595","kind":"news","pubTimestamp":1735541400,"share":"https://www.laohu8.com/m/news/2495087595?lang=&edition=full","pubTime":"2024-12-30 14:50","market":"us","language":"zh","title":"高盛对蔚来给予“沽出”评级 预计股价有15%下跌空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2495087595","media":"观点网","summary":"观点网讯：12月30日，高盛发布最新报告，对蔚来给予“沽出”评级，目标价设定为30港元，暗示蔚来股价存在约15%的下跌空间。高盛在报告中指出，尽管蔚来管理层预计2025-2026年将是公司新的产品周期，并计划在2025年下半年推出主要车型，但高盛认为这些举措可能不足以支撑其股价上涨。","content":"<html><body><article><p><strong>观点网讯：</strong>12月30日，<a href=\"https://laohu8.com/S/GS\">高盛</a>发布最新报告，对<a href=\"https://laohu8.com/S/NIO\">蔚来</a>给予“沽出”评级，目标价设定为30港元，暗示<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>股价存在约15%的下跌空间。</p><p>高盛在报告中指出，尽管蔚来管理层预计2025-2026年将是公司新的产品周期，并计划在2025年下半年推出主要车型，但高盛认为这些举措可能不足以支撑其股价上涨。蔚来管理层对12月交付量达到3万辆充满信心，并设定了2025年销量同比增长100%的目标。然而，高盛认为，蔚来品牌新车型管道有限，新品牌乐道(Onvo)产能提升缓慢，公司明年或处不利位置，且明年第一季度行业竞争可能加剧。</p><p>高盛同时提到，如果政府在2025年提供更强大的支持、或集团新车型获得的订单优于预期，以及若集团找到有效的解决方案以解决元件瓶颈等问题，高盛表示将会转为看好。蔚来管理层还强调，集团希望提高营运效率，确保即将推出的新型号的生产和交付按部就班地进行，同时相信中国乘用车行业仍将是一个相对分散的市场，尤其是在消费者有多样化需求的高端市场。</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>高盛对蔚来给予“沽出”评级 预计股价有15%下跌空间</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高盛对蔚来给予“沽出”评级 预计股价有15%下跌空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-30 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202412301453399854a0f7&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点网讯：12月30日，高盛发布最新报告，对蔚来给予“沽出”评级，目标价设定为30港元，暗示蔚来股价存在约15%的下跌空间。高盛在报告中指出，尽管蔚来管理层预计2025-2026年将是公司新的产品周期，并计划在2025年下半年推出主要车型，但高盛认为这些举措可能不足以支撑其股价上涨。蔚来管理层对12月交付量达到3万辆充满信心，并设定了2025年销量同比增长100%的目标。然而，高盛认为，蔚来品牌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202412301453399854a0f7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202412301453399854a0f7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2495087595","content_text":"观点网讯：12月30日，高盛发布最新报告，对蔚来给予“沽出”评级，目标价设定为30港元，暗示蔚来股价存在约15%的下跌空间。高盛在报告中指出，尽管蔚来管理层预计2025-2026年将是公司新的产品周期，并计划在2025年下半年推出主要车型，但高盛认为这些举措可能不足以支撑其股价上涨。蔚来管理层对12月交付量达到3万辆充满信心，并设定了2025年销量同比增长100%的目标。然而，高盛认为，蔚来品牌新车型管道有限，新品牌乐道(Onvo)产能提升缓慢，公司明年或处不利位置，且明年第一季度行业竞争可能加剧。高盛同时提到，如果政府在2025年提供更强大的支持、或集团新车型获得的订单优于预期，以及若集团找到有效的解决方案以解决元件瓶颈等问题，高盛表示将会转为看好。蔚来管理层还强调，集团希望提高营运效率，确保即将推出的新型号的生产和交付按部就班地进行，同时相信中国乘用车行业仍将是一个相对分散的市场，尤其是在消费者有多样化需求的高端市场。","news_type":1,"symbols_score_info":{"09866":0.9,"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":455136312566096,"gmtCreate":1752135153349,"gmtModify":1752135154357,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 准备起飞！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 准备起飞！","text":"$蔚来(NIO)$ 准备起飞！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/455136312566096","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301152667394112,"gmtCreate":1714529681850,"gmtModify":1714529683451,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>蔚来放量了，上周周销量破5000！抓紧上车！","text":"$蔚来(NIO)$ 蔚来放量了，上周周销量破5000！抓紧上车！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301152667394112","isVote":1,"tweetType":1,"viewCount":6806,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501750755383732","authorId":"3501750755383732","name":"KOBE8","avatar":"https://static.tigerbbs.com/4434505d24c9583563152bf8f766b086","crmLevel":1,"crmLevelSwitch":0,"idStr":"3501750755383732","authorIdStr":"3501750755383732"},"content":"销量可以作假的，把上个月少一点，挪到下个月","text":"销量可以作假的，把上个月少一点，挪到下个月","html":"销量可以作假的，把上个月少一点，挪到下个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261549817336048,"gmtCreate":1704881592846,"gmtModify":1704885799649,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","text":"$蔚来(NIO)$ 个人认为蔚来近期大跌原因有这几个： 1，大环境不好，美股A股近期都跌 2，未来一年汽车行业竞争更加激烈，各项经营指标会更加惨淡 3，蔚来新一年的卖车目标定的比较低，比2023年还低，市场一方面不认可另一方面也担心这个目标是不是也不能完成 蔚来目前欠缺硬的车辆销量来讲通整个故事，包括换电故事，研发投入，自身科技科技含量与成色，甚至起家的服务、社区。一切都是为了卖车，销量是1，如果销量上不去，这些都是0。 还有一点，蔚来存量车只有约四十万辆，但是建的充电站、换电站、充电桩相对巨多，导致友商的车都来充电，占比8成，就像打仗前把有限的资源大头投入副业，主业没有跟副业协同发展，反而副业去反哺友商主业，这是不是有些本末倒置？最起码友商用这些设施，是不是应该按对不同友商的定位划分，额外支付更多对价才行呢，要不然这补能在现有这么大体量下，还是大肥羊一头，没有对主业形成壁垒优势。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261549817336048","isVote":1,"tweetType":1,"viewCount":4609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525121711918404","authorId":"3525121711918404","name":"L情情","avatar":"https://static.tigerbbs.com/7de9b212386ceefd19aca09a2c6061c5","crmLevel":5,"crmLevelSwitch":1,"idStr":"3525121711918404","authorIdStr":"3525121711918404"},"content":"给中东7.5美金一股，共两亿多股，估计7.5是最低价了吧","text":"给中东7.5美金一股，共两亿多股，估计7.5是最低价了吧","html":"给中东7.5美金一股，共两亿多股，估计7.5是最低价了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306881859141816,"gmtCreate":1715956899075,"gmtModify":1715956900699,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>打爆空头！业绩好，游戏有亮点！","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>打爆空头！业绩好，游戏有亮点！","text":"$哔哩哔哩(BILI)$ 打爆空头！业绩好，游戏有亮点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306881859141816","isVote":1,"tweetType":1,"viewCount":5919,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈","text":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈","html":"你说完这话过了一天游戏就被韩国队暴打，直接连跌三天哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462730807148888,"gmtCreate":1753977163858,"gmtModify":1753977165026,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波洗出去多少人","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这波洗出去多少人","text":"$蔚来(NIO)$ 这波洗出去多少人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462730807148888","isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"其实主要是大家对李斌信心不足","text":"其实主要是大家对李斌信心不足","html":"其实主要是大家对李斌信心不足"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476742642544848,"gmtCreate":1757398577413,"gmtModify":1757398578822,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a>&nbsp;","text":"$蔚来-SW(09866)$","images":[{"img":"https://static.tigerbbs.com/41297bf6493b644d50b8454290b67732","width":"1260","height":"1922"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/476742642544848","isVote":1,"tweetType":1,"viewCount":2182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532643073740414","authorId":"3532643073740414","name":"及观","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3532643073740414","authorIdStr":"3532643073740414"},"content":"乐道近段时间势头这么好，怎么上周交付这么拉？","text":"乐道近段时间势头这么好，怎么上周交付这么拉？","html":"乐道近段时间势头这么好，怎么上周交付这么拉？"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":470064663359864,"gmtCreate":1755792704864,"gmtModify":1755792706264,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","text":"$蔚来(NIO)$ 空头在哭泣，奉劝早日回头！因为后面的节奏就是，订单不愁，交付数量每周递增，到了九月份你知道会有什么吗？F3工厂投产！交付会迎来巨大突破，交付量翻倍，进而品牌影响力进一步提升！当车辆数量量变到一定程度，换电模式会彻底激活，换电迎来边际成本大副下降！进一步反哺汽车成本，降低汽车单价！这是对其他汽车品牌的降维打击！然后会有越来越多的主机厂加入换电阵营，就像去年纯电主机厂去做增程一样！这时候的蔚来，才是真正完全体的蔚来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/470064663359864","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480595242004936,"gmtCreate":1758356507774,"gmtModify":1758356509850,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","text":"$蔚来(NIO)$ 今天去了NIO DAY 现场，很棒！给各位没机会参加的股东发两张现场图感受一下～","images":[{"img":"https://static.tigerbbs.com/60ae8d84e0f2ef2b508711ecc015e909","width":"4096","height":"3072"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480595242004936","isVote":1,"tweetType":1,"viewCount":1608,"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":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"我家就在会展附近[贱笑]刚刚去逛了一圈","text":"我家就在会展附近[贱笑]刚刚去逛了一圈","html":"我家就在会展附近[贱笑]刚刚去逛了一圈"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":288820590772448,"gmtCreate":1711537285309,"gmtModify":1711546364643,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>3季报会说的招了一大批销售，正在培训磨合，说真正见到效果的时候是3月份，结果3月份销量这么拉胯，这么多销售，以及销售成本，是干啥了？总吹牛逼，没一个兑现的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>3季报会说的招了一大批销售，正在培训磨合，说真正见到效果的时候是3月份，结果3月份销量这么拉胯，这么多销售，以及销售成本，是干啥了？总吹牛逼，没一个兑现的","text":"$蔚来(NIO)$ 3季报会说的招了一大批销售，正在培训磨合，说真正见到效果的时候是3月份，结果3月份销量这么拉胯，这么多销售，以及销售成本，是干啥了？总吹牛逼，没一个兑现的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/288820590772448","isVote":1,"tweetType":1,"viewCount":1782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521144492875489","authorId":"3521144492875489","name":"大田二十","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3521144492875489","authorIdStr":"3521144492875489"},"content":"文科生真不行，除了搞虚的，实的是一点都不会","text":"文科生真不行，除了搞虚的，实的是一点都不会","html":"文科生真不行，除了搞虚的，实的是一点都不会"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477822738756024,"gmtCreate":1757665800411,"gmtModify":1757665998605,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 质量缺陷终于承认了，质量不行","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$&nbsp;</a> 质量缺陷终于承认了，质量不行","text":"$小鹏汽车(XPEV)$ 质量缺陷终于承认了，质量不行","images":[{"img":"https://static.tigerbbs.com/db33b75cc583bab1fa2115b82d6f5097","width":"1260","height":"2022"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477822738756024","isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575525532609197","authorId":"3575525532609197","name":"李茂和李边卿的麻麻","avatar":"https://static.tigerbbs.com/939e254225f487f48f181401f04e89ca","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575525532609197","authorIdStr":"3575525532609197"},"content":"天……这……为了降本吧……","text":"天……这……为了降本吧……","html":"天……这……为了降本吧……"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":458848967942440,"gmtCreate":1753060802728,"gmtModify":1753060803873,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 现在不上车还等啥时候😜","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 现在不上车还等啥时候😜","text":"$蔚来(NIO)$ 现在不上车还等啥时候😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/458848967942440","isVote":1,"tweetType":1,"viewCount":1042,"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":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力","text":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力","html":"下个月可能回调震荡 长期肯定大涨 注意分配仓位和心理承受能力"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387544240009528,"gmtCreate":1735646008413,"gmtModify":1735646009932,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>散了散了，今晚要大跌了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>散了散了，今晚要大跌了","text":"$Faraday Future(FFIE)$ 散了散了，今晚要大跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/387544240009528","isVote":1,"tweetType":1,"viewCount":1700,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580002663575256","authorId":"3580002663575256","name":"䬊韠㿓彠聼","avatar":"https://static.tigerbbs.com/06268b8df79bee933a346b15dd1bb3e3","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580002663575256","authorIdStr":"3580002663575256"},"content":"你咋算的这么准？","text":"你咋算的这么准？","html":"你咋算的这么准？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311179697418368,"gmtCreate":1716991752453,"gmtModify":1716991754062,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>3.6清仓了，去年买了之后跌了99%，后面涨了一百倍回本还小赚，现在看来很明智，美股不是A股，这已经是奇迹，不会再有第二次","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>3.6清仓了，去年买了之后跌了99%，后面涨了一百倍回本还小赚，现在看来很明智，美股不是A股，这已经是奇迹，不会再有第二次","text":"$Faraday Future(FFIE)$ 3.6清仓了，去年买了之后跌了99%，后面涨了一百倍回本还小赚，现在看来很明智，美股不是A股，这已经是奇迹，不会再有第二次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311179697418368","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567729991534713","authorId":"3567729991534713","name":"华少华","avatar":"https://static.tigerbbs.com/5706ceb29e350e7435506f875e07d47f","crmLevel":3,"crmLevelSwitch":0,"idStr":"3567729991534713","authorIdStr":"3567729991534713"},"content":"A 股才是垃圾，跌下去没有回来的","text":"A 股才是垃圾，跌下去没有回来的","html":"A 股才是垃圾，跌下去没有回来的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354060139114624,"gmtCreate":1727448509931,"gmtModify":1727448511217,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>目标20！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>目标20！","text":"$蔚来(NIO)$ 目标20！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354060139114624","isVote":1,"tweetType":1,"viewCount":1434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470278190793016,"gmtCreate":1755844833335,"gmtModify":1755844835382,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"军儿-&gt;雷神也是这么过来的，都是人，为啥李斌不行呢","listText":"军儿-&gt;雷神也是这么过来的，都是人，为啥李斌不行呢","text":"军儿->雷神也是这么过来的，都是人，为啥李斌不行呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470278190793016","repostId":"1151792428","repostType":2,"repost":{"id":"1151792428","kind":"news","pubTimestamp":1755841701,"share":"https://www.laohu8.com/m/news/1151792428?lang=&edition=full","pubTime":"2025-08-22 13:48","market":"hk","language":"zh","title":"1个月，2场胜仗，李斌从“斌子”变成“斌神”","url":"https://stock-news.laohu8.com/highlight/detail?id=1151792428","media":"极客公园","summary":"在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。","content":"<html><head></head><body><blockquote><p>30.88 万的全新<a href=\"https://laohu8.com/S/09866\">蔚来</a> ES8，比乐道 L90 订单量更好。</p></blockquote><p style=\"text-align: justify;\">短短两个月，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a> CEO 李斌的个人形象完成了光速逆转。</p><p style=\"text-align: justify;\">在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：</p><p style=\"text-align: justify;\"><strong>「斌神」</strong>。</p><p style=\"text-align: justify;\">这台电池从 75 度升级到 102 度的新 ES8，比刚刚停售的第二代车型便宜了 8 万，甚至比租电方案购买的价格还要便宜将近 1.2 万。</p><p style=\"text-align: justify;\">如果采用租电方式购买，这台从第一代就锚定在「50 万级别」的纯电旗舰 SUV，入门门槛将进一步下探至 30.88 万元——只比 23 天前发售的乐道 L90 大顶配，贵了 9000 元；比最新的 ES6 整车购买价，还要再便宜近 2 万元。</p><p style=\"text-align: justify;\">当然，如果按照行业惯例，一个月后的正式发布会上，正式售价应该要比预售价再便宜一些。</p><p style=\"text-align: justify;\">比价格更让行业吃惊的是：这样的决策，是我们过去熟悉的那家蔚来几乎不可能做出的。</p><p style=\"text-align: justify;\">过去的蔚来，优雅但「拧巴」。各种决策里总是有很多噪音干扰：新车售价要考虑 BOM 成本，也要考虑对老用户的影响，还要考虑蔚来和乐道两个品牌之间的区隔……</p><p style=\"text-align: justify;\">所以，外界评价往往是：<strong>产品审美第一梯队，但价格和效率难以让人满意</strong>。</p><p style=\"text-align: justify;\">这一次，杂音消失、目标明确。用李斌的话说：「<strong>活着是最重要的</strong>，活着才可以更好地兑现我们给老用户的种种承诺。」</p><p style=\"text-align: justify;\">短期的订单量也反应了用户的广泛认可。发布会结束后第二天，蔚来联合创始人、总裁秦力洪透露：在发布会结束后的 12 小时里，「全新 ES8 的订单量已经超越了同期（预售 12 小时）的乐道 L90」。</p><p style=\"text-align: justify;\">当然，和一个月前谨慎的乐道品牌总裁沈斐一样，秦力洪立即强调不能提前庆祝，表示后续生产、交付等工作需要踏实完成：「现在我们眼里都是活。」</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad549d306e8f9958a57dbaf8191eddd0\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"607\"/></p><p><strong>01、座座都是 MPV</strong></p><p style=\"text-align: justify;\">比起第二代 ES8，全新 ES8 首先的变化在于车身变得更大了：车长从 5099mm 增加到 5280mm，轴距从 3070mm 来到 3130mm。</p><p style=\"text-align: justify;\">在此基础上，基于 NT3.0 平台，它还能拥有更多的空间优势：</p><p style=\"text-align: justify;\">前备箱+后备箱总计 777L 装载空间（在六座坐满不放倒的情况下），不仅远超同级的三排 SUV，而且还超过了很多同尺寸的 MPV 车型。</p><p style=\"text-align: justify;\">在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。包括：前备箱可以装下 2 个 20 英寸行李箱 +1 个 14 英寸儿童行李箱；后备箱可以装下 8 个 20 英寸行李箱 +1 个 12 英寸儿童行李箱。</p><p style=\"text-align: justify;\">此外，相比第二代产品 75kWh 的标配电池，全新 ES8 的入门版即标配了 102kWh 大电池，CLTC 续航达到 635km，官方标称电耗优化至 16.6kWh/100km。电池层面的加量不加价，也让 41.68 万元的起售价显得更有诱惑力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01462665cb9d04e7997a57ad3b89e821\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\"><strong>李斌现场展示全新 ES8 的装载能力 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">真正让笔者感到惊喜的是，这一次蔚来对于全新 ES8 使用场景的全新解读。</p><p style=\"text-align: justify;\">首先，打开车门的一瞬间里，前排拥有 80 万级别 ET9 同款的内饰语言。所以尽管和 L90 同为三排六座 SUV，但不需要解释这是一台贴着 <a href=\"https://laohu8.com/S/NIO\">NIO</a> 车标的 L90，因为从观感来看，这显然更像一台 SUV 版本的 ET9。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b4a572014b08c10ec82180739dc325d\" alt=\"图片\" title=\"图片\" tg-width=\"590\" tg-height=\"332\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>全新 ES8 前排搭载了和 ET9 一样的数字天际线屏 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">其次，在很长一段时间里，李斌都表达过蔚来品牌的高端车型会更强调「商务」属性。这一度是让笔者感到疑惑甚至担心的：毕竟在大型 SUV 的市场里，「家庭」是一个已经被验证的大场景。如果只谈「商务」，会不会让受众变窄？</p><p style=\"text-align: justify;\">这一次，蔚来总算为全新 ES8 里找到了一个更合适的传播方向：<strong>宜家宜商</strong>。</p><p style=\"text-align: justify;\">第二排右侧的独立座椅，不仅可以躺倒，还拥有 150mm 的横移空间。蔚来在车机系统里预先定义了「观影」和「隐私」等模式，选择观影模式时，二排乘客可以「贴贴」；选择隐私模式时，可以拥有体面又得体的商务交流距离。</p><p style=\"text-align: justify;\">再如：全新 ES8 的二三排配备了六块电致变玻璃，可以调节三档透光度（通透、遮阳、全隐私）。而且，既可以通过门板上的实体按键完成「一键隐私」，也可以选择分区调节。左排乘客关闭遮阳帘休息，而右边乘客可以打开遮阳帘观景。</p><p style=\"text-align: justify;\">蔚来甚至在传播时还给出了一个小彩蛋，在第三排上方预留了一排衣帽接口。结合隐私玻璃的特点，把这个过往在传播时容易「油腻」的功能，包装成了「步入式衣帽间」的概念，给家庭和商务用户都提供了一个优雅的场景示范。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78087ace7d761251c0e6c8e301a1e72\" alt=\"图片\" title=\"图片\" tg-width=\"588\" tg-height=\"332\"/><span>图片</span></p><p style=\"text-align: justify;\"><strong>全新 ES8「宜家宜商」的内部空间设计 | 来源：蔚来</strong></p><p style=\"text-align: justify;\">在智能化层面上，蔚来展示了一系列场景功能。</p><p style=\"text-align: justify;\">例如：在「守卫模式」下，车辆可以感知到周围的水涝或者火灾的风险。在发出报警的同时，还可以联动车辆空气悬架的升降，甚至调用无人泊车的相关功能让车实现自动驶离（还需满足一定法规规定）。</p><p style=\"text-align: justify;\">这样的功能需要联动整车多个域的控制，其实就是基于过去常说的「全域操作系统」、「正向研发」的能力。只是过去，这些技术名词略显枯燥，在传播时「肉往往都埋在了饭里」。而现在，蔚来正在用更多合适的场景展示自己的技术能力，找到更接地气的传播方式。</p><p><strong>02、成为下一个连续爆款</strong></p><p style=\"text-align: justify;\">2017 年，蔚来推出首款量产车型——第一代 ES8。那个时候，全铝车身、第二起居室的概念，加上 50 万级别的定价，给刚刚起步的中国新能源市场带来了足够的震撼，也为蔚来奠定高端、<a href=\"https://laohu8.com/S/DLX\">豪华</a>的品牌形象打下了坚实的产品基础。</p><p style=\"text-align: justify;\">2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。李斌后来坦承，这一阶段犯了一些产品定义上的「错误」。二代车型销量不及预期，蔚来也被新势力其他友商们拉开了一定差距。</p><p style=\"text-align: justify;\">去年年底，蔚来发布基于 NT3.0 平台的旗舰轿车 ET9，迈入第三代平台。根据极客公园的了解，ET9 搭载的线控转向、全主动悬架等功能，在其他主机厂和供应商里其实引发了广泛关注。但由于 ET9 定位较高、人群略窄，在消费端还是稍显曲高和寡。</p><p style=\"text-align: justify;\">相比起 8 年前的初代 ES8 发布，无论外部竞争还是内部环境都发生了巨大的变化。第三代 ES8 需要承载的使命也自然不同。</p><p style=\"text-align: justify;\">它不必再纠结于要定位在某个区间，以彰显蔚来品牌的「高端」和车型本身的「旗舰」定位。它更重要的责任是在 L90 之后，尽快成为蔚来公司的下一个爆款。</p><p style=\"text-align: justify;\">据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。而在 L90 正式交付的前两个月，乐道品牌的交付量大约为每月 6000 台上下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba22e940ab9d9dad6445cce92c5168\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p style=\"text-align: justify;\"><strong>李斌公布全新 ES8 预售价 | 图片来源：蔚来</strong></p><p style=\"text-align: justify;\">李斌在此前的媒体沟通中提到，爆款的意义在于展示蔚来公司「持续、稳定、健康」经营的决心和能力。此前，他也反复强调蔚来公司的经营目标是在今年第四季度扭亏为盈——目前，在新势力中<a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>已率先完成年度和半年度盈利，<a href=\"https://laohu8.com/S/XIACY\">小米</a>（汽车业务）和小鹏也预计在下半年完成盈亏平衡。</p><p style=\"text-align: justify;\">值得一提的是，在今天的媒体沟通会上，当有媒体问起是否之后还会有基于三代 ES8 的五座车型 ES7。李斌没有否认，只是回答说：「这种思路的确会让开发效率更高。」</p><p style=\"text-align: justify;\">再加上已经公开的五座版 L80，也就是说，<strong>在 26.58 万元和 41.68 万元起售的 L90 和 ES8 之外，乐道和蔚来品牌还有「更便宜的牌」可以打出</strong>。那个曾经「售价不低于 30 万元」的蔚来品牌，如今正在带头重新锚定智能电动汽车行业的定价规则。</p><p style=\"text-align: justify;\">过往，人们在讨论每个组织的变化时，有一种常见的说法是「换帅如换刀」。暗指往往组织的变化往往需要从管理层做起。所以过去一段时间里，外界也会有声音把乐道品牌近期的转变，简单总结为从艾铁成到沈斐的人事变动。</p><p style=\"text-align: justify;\">如果照搬这套逻辑，那么几乎保持「原阵容」的蔚来，就应该是李斌革了自己的命。</p><p style=\"text-align: justify;\">我们很好奇在李斌和蔚来的内部，究竟发生了哪些转变。</p><p style=\"text-align: justify;\">但无论如何，我们正在看到一个「脱胎换骨」中的蔚来。</p></body></html>","source":"jkgy","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>1个月，2场胜仗，李斌从“斌子”变成“斌神”</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\">\n1个月，2场胜仗，李斌从“斌子”变成“斌神”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 13:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>30.88 万的全新蔚来 ES8，比乐道 L90 订单量更好。短短两个月，蔚来 CEO 李斌的个人形象完成了光速逆转。在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。这台电池从 75 度升级到 102 度的新 ES8，比刚刚...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"BK4505":"高瓴资本持仓","BK4574":"无人驾驶","BK4504":"桥水持仓","NIO":"蔚来","BK4531":"中概回港概念","BK4532":"文艺复兴科技持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","BK4588":"碎股","BK4526":"热门中概股","BK4509":"腾讯概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","NIO.SI":"蔚来","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","BK4581":"高盛持仓","09866":"蔚来-SW"},"source_url":"https://mp.weixin.qq.com/s/H7c678_iVQmOu98OWKIi6w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151792428","content_text":"30.88 万的全新蔚来 ES8，比乐道 L90 订单量更好。短短两个月，蔚来 CEO 李斌的个人形象完成了光速逆转。在乐道 L90 上市前，所有人都在教他做 CEO，甚至有极端的声音喊出「看好李斌的护照」；一个半月后，当第三代 ES8 的预售价被定位至 41.68 万元时，现场沸腾，李斌的形象变成了现场用户和媒体口中几乎破音的：「斌神」。这台电池从 75 度升级到 102 度的新 ES8，比刚刚停售的第二代车型便宜了 8 万，甚至比租电方案购买的价格还要便宜将近 1.2 万。如果采用租电方式购买，这台从第一代就锚定在「50 万级别」的纯电旗舰 SUV，入门门槛将进一步下探至 30.88 万元——只比 23 天前发售的乐道 L90 大顶配，贵了 9000 元；比最新的 ES6 整车购买价，还要再便宜近 2 万元。当然，如果按照行业惯例，一个月后的正式发布会上，正式售价应该要比预售价再便宜一些。比价格更让行业吃惊的是：这样的决策，是我们过去熟悉的那家蔚来几乎不可能做出的。过去的蔚来，优雅但「拧巴」。各种决策里总是有很多噪音干扰：新车售价要考虑 BOM 成本，也要考虑对老用户的影响，还要考虑蔚来和乐道两个品牌之间的区隔……所以，外界评价往往是：产品审美第一梯队，但价格和效率难以让人满意。这一次，杂音消失、目标明确。用李斌的话说：「活着是最重要的，活着才可以更好地兑现我们给老用户的种种承诺。」短期的订单量也反应了用户的广泛认可。发布会结束后第二天，蔚来联合创始人、总裁秦力洪透露：在发布会结束后的 12 小时里，「全新 ES8 的订单量已经超越了同期（预售 12 小时）的乐道 L90」。当然，和一个月前谨慎的乐道品牌总裁沈斐一样，秦力洪立即强调不能提前庆祝，表示后续生产、交付等工作需要踏实完成：「现在我们眼里都是活。」01、座座都是 MPV比起第二代 ES8，全新 ES8 首先的变化在于车身变得更大了：车长从 5099mm 增加到 5280mm，轴距从 3070mm 来到 3130mm。在此基础上，基于 NT3.0 平台，它还能拥有更多的空间优势：前备箱+后备箱总计 777L 装载空间（在六座坐满不放倒的情况下），不仅远超同级的三排 SUV，而且还超过了很多同尺寸的 MPV 车型。在发布会现场，李斌现场演示了第三代 ES8「六人十二箱」的装载能力。包括：前备箱可以装下 2 个 20 英寸行李箱 +1 个 14 英寸儿童行李箱；后备箱可以装下 8 个 20 英寸行李箱 +1 个 12 英寸儿童行李箱。此外，相比第二代产品 75kWh 的标配电池，全新 ES8 的入门版即标配了 102kWh 大电池，CLTC 续航达到 635km，官方标称电耗优化至 16.6kWh/100km。电池层面的加量不加价，也让 41.68 万元的起售价显得更有诱惑力。李斌现场展示全新 ES8 的装载能力 | 图片来源：蔚来真正让笔者感到惊喜的是，这一次蔚来对于全新 ES8 使用场景的全新解读。首先，打开车门的一瞬间里，前排拥有 80 万级别 ET9 同款的内饰语言。所以尽管和 L90 同为三排六座 SUV，但不需要解释这是一台贴着 NIO 车标的 L90，因为从观感来看，这显然更像一台 SUV 版本的 ET9。图片全新 ES8 前排搭载了和 ET9 一样的数字天际线屏 | 图片来源：蔚来其次，在很长一段时间里，李斌都表达过蔚来品牌的高端车型会更强调「商务」属性。这一度是让笔者感到疑惑甚至担心的：毕竟在大型 SUV 的市场里，「家庭」是一个已经被验证的大场景。如果只谈「商务」，会不会让受众变窄？这一次，蔚来总算为全新 ES8 里找到了一个更合适的传播方向：宜家宜商。第二排右侧的独立座椅，不仅可以躺倒，还拥有 150mm 的横移空间。蔚来在车机系统里预先定义了「观影」和「隐私」等模式，选择观影模式时，二排乘客可以「贴贴」；选择隐私模式时，可以拥有体面又得体的商务交流距离。再如：全新 ES8 的二三排配备了六块电致变玻璃，可以调节三档透光度（通透、遮阳、全隐私）。而且，既可以通过门板上的实体按键完成「一键隐私」，也可以选择分区调节。左排乘客关闭遮阳帘休息，而右边乘客可以打开遮阳帘观景。蔚来甚至在传播时还给出了一个小彩蛋，在第三排上方预留了一排衣帽接口。结合隐私玻璃的特点，把这个过往在传播时容易「油腻」的功能，包装成了「步入式衣帽间」的概念，给家庭和商务用户都提供了一个优雅的场景示范。图片全新 ES8「宜家宜商」的内部空间设计 | 来源：蔚来在智能化层面上，蔚来展示了一系列场景功能。例如：在「守卫模式」下，车辆可以感知到周围的水涝或者火灾的风险。在发出报警的同时，还可以联动车辆空气悬架的升降，甚至调用无人泊车的相关功能让车实现自动驶离（还需满足一定法规规定）。这样的功能需要联动整车多个域的控制，其实就是基于过去常说的「全域操作系统」、「正向研发」的能力。只是过去，这些技术名词略显枯燥，在传播时「肉往往都埋在了饭里」。而现在，蔚来正在用更多合适的场景展示自己的技术能力，找到更接地气的传播方式。02、成为下一个连续爆款2017 年，蔚来推出首款量产车型——第一代 ES8。那个时候，全铝车身、第二起居室的概念，加上 50 万级别的定价，给刚刚起步的中国新能源市场带来了足够的震撼，也为蔚来奠定高端、豪华的品牌形象打下了坚实的产品基础。2022 年，第二代 ES8 亮相，蔚来进入了第二代车型平台。李斌后来坦承，这一阶段犯了一些产品定义上的「错误」。二代车型销量不及预期，蔚来也被新势力其他友商们拉开了一定差距。去年年底，蔚来发布基于 NT3.0 平台的旗舰轿车 ET9，迈入第三代平台。根据极客公园的了解，ET9 搭载的线控转向、全主动悬架等功能，在其他主机厂和供应商里其实引发了广泛关注。但由于 ET9 定位较高、人群略窄，在消费端还是稍显曲高和寡。相比起 8 年前的初代 ES8 发布，无论外部竞争还是内部环境都发生了巨大的变化。第三代 ES8 需要承载的使命也自然不同。它不必再纠结于要定位在某个区间，以彰显蔚来品牌的「高端」和车型本身的「旗舰」定位。它更重要的责任是在 L90 之后，尽快成为蔚来公司的下一个爆款。据了解，乐道 L90 自本月 1 号开启交付以来，已累计交付超 7000 台。而在 L90 正式交付的前两个月，乐道品牌的交付量大约为每月 6000 台上下。李斌公布全新 ES8 预售价 | 图片来源：蔚来李斌在此前的媒体沟通中提到，爆款的意义在于展示蔚来公司「持续、稳定、健康」经营的决心和能力。此前，他也反复强调蔚来公司的经营目标是在今年第四季度扭亏为盈——目前，在新势力中理想、零跑已率先完成年度和半年度盈利，小米（汽车业务）和小鹏也预计在下半年完成盈亏平衡。值得一提的是，在今天的媒体沟通会上，当有媒体问起是否之后还会有基于三代 ES8 的五座车型 ES7。李斌没有否认，只是回答说：「这种思路的确会让开发效率更高。」再加上已经公开的五座版 L80，也就是说，在 26.58 万元和 41.68 万元起售的 L90 和 ES8 之外，乐道和蔚来品牌还有「更便宜的牌」可以打出。那个曾经「售价不低于 30 万元」的蔚来品牌，如今正在带头重新锚定智能电动汽车行业的定价规则。过往，人们在讨论每个组织的变化时，有一种常见的说法是「换帅如换刀」。暗指往往组织的变化往往需要从管理层做起。所以过去一段时间里，外界也会有声音把乐道品牌近期的转变，简单总结为从艾铁成到沈斐的人事变动。如果照搬这套逻辑，那么几乎保持「原阵容」的蔚来，就应该是李斌革了自己的命。我们很好奇在李斌和蔚来的内部，究竟发生了哪些转变。但无论如何，我们正在看到一个「脱胎换骨」中的蔚来。","news_type":1,"symbols_score_info":{"09866":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":20329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470033786147400,"gmtCreate":1755785937774,"gmtModify":1755785938876,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我去，这价格太香了！！！！","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我去，这价格太香了！！！！","text":"$蔚来(NIO)$ 我去，这价格太香了！！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470033786147400","isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390357844038144,"gmtCreate":1736348193040,"gmtModify":1736350767431,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"别解读了，傻不拉几的","listText":"别解读了，傻不拉几的","text":"别解读了，傻不拉几的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390357844038144","repostId":"1114381796","repostType":2,"repost":{"id":"1114381796","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1736346926,"share":"https://www.laohu8.com/m/news/1114381796?lang=&edition=full","pubTime":"2025-01-08 22:35","market":"us","language":"zh","title":"异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1114381796","media":"异动解读","summary":"$蔚来$今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:. 作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n</p>\n\n<p>首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。</p>\n\n<p>其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。</p>\n\n<p>此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。</p>\n\n<p>最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。</p>","source":"ai_movement_cn","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>异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机</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异动解读 | 蔚来盘中大跌5.1%，新造车品牌陷入裁员和资金链危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-08 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n</p>\n\n<p>首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。</p>\n\n<p>其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。</p>\n\n<p>此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。</p>\n\n<p>最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114381796","content_text":"蔚来今日盘中大跌5.1%,引发了广泛关注。分析人士认为,此次蔚来股价大跌主要有以下几个原因:\n\n首先,根据新闻报道,多家新造车企业如哪咤、极越等近期频频爆发经营危机、资金链断裂等问题,造成大量裁员。作为新造车品牌的代表之一,投资者对蔚来的未来发展前景感到担忧。\n其次,蔚来虽然推出了ET9等高端新车型,但产品线仍然较为单一。与同期上市的比亚迪等整车厂相比,缺乏多样化的产品布局,抗风险能力较弱。\n此外,据报道,蔚来曾是英伟达智驾芯片的最大客户之一。但随着蔚来自研智驾芯片并陆续搭载于新车型上,未来与英伟达的合作关系或将发生变化,让业界对蔚来的技术路线感到一些迷惑。\n最后,新能源汽车行业的竞争日趋白热化,蔚来面临着越来越多科技公司和传统车企的强劲竞争压力。如何在越来越激烈的行业竞争中保持竞争优势,已成为蔚来面临的重大考验。","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380465450824072,"gmtCreate":1733921222712,"gmtModify":1733921224097,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>这销量。。太拉夸了吧","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>这销量。。太拉夸了吧","text":"$蔚来(NIO)$ 这销量。。太拉夸了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/380465450824072","isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"content":"极越70亿的窟窿就走了 未来咋不帮一把呢 反正50亿一个月也是亏 120亿也是亏嘛","text":"极越70亿的窟窿就走了 未来咋不帮一把呢 反正50亿一个月也是亏 120亿也是亏嘛","html":"极越70亿的窟窿就走了 未来咋不帮一把呢 反正50亿一个月也是亏 120亿也是亏嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367763316723864,"gmtCreate":1730803794477,"gmtModify":1730803796081,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>乐道有没有销量都没变化，难道乐道的竞对是蔚来？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>乐道有没有销量都没变化，难道乐道的竞对是蔚来？","text":"$蔚来(NIO)$ 乐道有没有销量都没变化，难道乐道的竞对是蔚来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367763316723864","isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316107186360368,"gmtCreate":1718200889964,"gmtModify":1718200891257,"author":{"id":"3469508720988911","authorId":"3469508720988911","name":"zkuwoo","avatar":"https://static.tigerbbs.com/e491f9d312b3aeb60a4bf9f6d973f6db","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3469508720988911","authorIdStr":"3469508720988911"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>三国明天发，期待！能不能上二十就看它了","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>三国明天发，期待！能不能上二十就看它了","text":"$哔哩哔哩(BILI)$ 三国明天发，期待！能不能上二十就看它了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316107186360368","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}