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2024-09-25

$奈飞(NFLX)$ 赌一波财报后下跌，就当买了一版刮刮卡。

2024-07-05

$知乎(ZH)$ 下期财报有大雷。两年前买一送一的知乎会员到期了，现在新的价格是190多包年。拭目以待。希望多拉点。我财报前空一波。

2023-04-10

$特斯拉(TSLA)$ 看好下周财报，在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。坐标比利时，路上的特斯拉越来越多了。就希望4680款y能降价到4w欧。

2024-04-23

$特斯拉(TSLA)$ 这波看到200，各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。

2023-03-14

$陆金所(LU)$ 等分红后我再看看情况

2024-05-28

$特斯拉(TSLA)$ 其实一直忽略的一点是马斯克说过和一家车企在谈fsd授权，不知道什么时候能谈成，谈成了就是下一轮起飞的起点。

2023-06-01

另一个方面来说理想是占了混动的便宜，理想的对手应该是比亚迪和特斯拉，和蔚来那种豪车不是一个赛道。

曾经蔚小理销量同台竞技，如今理想=2个蔚来+2个小鹏

2023-05-04

拨云见日，加息终于可能结束了！美股牛市的可能性已经远大于熊市了。

美联储主席鲍威尔：如果通胀居高不下，美联储不会降息

2025-02-26

Replying to @小岛大浪:消息来源呢？//@小岛大浪:非常期待明天的发布会，yu7发布，小米会再创新高

2025-04-04

我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速

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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250608170637a49ecc96&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2541840846","content_text":"快科技6月8日消息，特斯拉近期正在试图阻止美国国家公路交通安全管理局（NHTSA）披露其“自动驾驶”汽车碰撞相关的某些数据。特斯拉公司的一份文件显示，这些与“自动驾驶”汽车碰撞相关的信息被标记为保密。特斯拉认为，公开发布这些信息可能会使竞争对手能够分析特斯拉各个版本的“自动驾驶”技术的有效性。对手可能通过这些数据找出与各版本系统相关的事故数量。此外，特斯拉预计将在本月在美国得克萨斯州奥斯汀市推出首个Robotaxi服务。该服务由一个10至20辆Model Y组成的车队在奥斯汀市划定的电子围栏区域内提供网约车服务，并通过人工远程操控辅助运营。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437577939948304,"gmtCreate":1747861837676,"gmtModify":1747865707259,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a>&nbsp; ⸻ 🧾 1. 行政支出“表面不升，实则不降” • 表面数据：2023年和2024年行政支出都是 36.8亿元，看似“控制得当”。 • 关键问题：2024年总营收下降了 26.7亿元（同比下滑8.4%），而行政支出未随之同步下降。 • 后果：行政支出占比上升至 12.6%，这是严重违反“降本增效”的信号。 📌 合理企业应做法：收入下滑时，应同步缩减费用，行政支出应降至32亿以下才合理。 ⸻ 📉 2. 2024 Q4行政费用“年底突击花钱” 从2025年Q1的财报我们知道： • 2025年Q1销售与管理费用为 10.3亿元 • Q4估算为 8.8亿元 • 按全年36.8亿平均推算，每季应为 ~9.2亿元 📌 问题点：Q4不是全年最强的营收季度，却出现大额支出持平甚至高于Q3，极可能是年底突击花预算。 这种行为常见于： • 年度预算不花完明年会削减； • 人为调节利润表现； • 高管或部门冲KPI、奖金。 ⸻ 🧯 3. 言行不一致，违背“降本增效”大势 • 爱奇艺在2023-2024年官方口径始终强调“精细化运营”“AI+内容提效”“智能投放”，但行政开支未反映出这些成果。 • 营销费用仍然高居不下，未形成与效果挂钩的产出比。 • 此类“口号降本，实际花钱”的行为，与2023年整个视频行业（腾讯视频、优酷）实际压缩内容+运营支出的趋势背离。 ⸻ 🔎 4. 背后潜在风险（合理怀疑） 这些异常行为可能指向以下问题： • ❗ 年底预算突击花费：为保明年预算不被砍。 • ❗ 内部权力寻租：某些市场/品牌/投放部门滥用预算。 • ❗ 虚构合同或关联交易：某些款项可能并未真正产生实际支出。 • ❗ 粉饰数据或做账行为：通过支出提前/递延的方式调节利润节奏。 ⸻ ✅ 总结：","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a>&nbsp; ⸻ 🧾 1. 行政支出“表面不升，实则不降” • 表面数据：2023年和2024年行政支出都是 36.8亿元，看似“控制得当”。 • 关键问题：2024年总营收下降了 26.7亿元（同比下滑8.4%），而行政支出未随之同步下降。 • 后果：行政支出占比上升至 12.6%，这是严重违反“降本增效”的信号。 📌 合理企业应做法：收入下滑时，应同步缩减费用，行政支出应降至32亿以下才合理。 ⸻ 📉 2. 2024 Q4行政费用“年底突击花钱” 从2025年Q1的财报我们知道： • 2025年Q1销售与管理费用为 10.3亿元 • Q4估算为 8.8亿元 • 按全年36.8亿平均推算，每季应为 ~9.2亿元 📌 问题点：Q4不是全年最强的营收季度，却出现大额支出持平甚至高于Q3，极可能是年底突击花预算。 这种行为常见于： • 年度预算不花完明年会削减； • 人为调节利润表现； • 高管或部门冲KPI、奖金。 ⸻ 🧯 3. 言行不一致，违背“降本增效”大势 • 爱奇艺在2023-2024年官方口径始终强调“精细化运营”“AI+内容提效”“智能投放”，但行政开支未反映出这些成果。 • 营销费用仍然高居不下，未形成与效果挂钩的产出比。 • 此类“口号降本，实际花钱”的行为，与2023年整个视频行业（腾讯视频、优酷）实际压缩内容+运营支出的趋势背离。 ⸻ 🔎 4. 背后潜在风险（合理怀疑） 这些异常行为可能指向以下问题： • ❗ 年底预算突击花费：为保明年预算不被砍。 • ❗ 内部权力寻租：某些市场/品牌/投放部门滥用预算。 • ❗ 虚构合同或关联交易：某些款项可能并未真正产生实际支出。 • ❗ 粉饰数据或做账行为：通过支出提前/递延的方式调节利润节奏。 ⸻ ✅ 总结：","text":"$爱奇艺(IQ)$ ⸻ 🧾 1. 行政支出“表面不升，实则不降” • 表面数据：2023年和2024年行政支出都是 36.8亿元，看似“控制得当”。 • 关键问题：2024年总营收下降了 26.7亿元（同比下滑8.4%），而行政支出未随之同步下降。 • 后果：行政支出占比上升至 12.6%，这是严重违反“降本增效”的信号。 📌 合理企业应做法：收入下滑时，应同步缩减费用，行政支出应降至32亿以下才合理。 ⸻ 📉 2. 2024 Q4行政费用“年底突击花钱” 从2025年Q1的财报我们知道： • 2025年Q1销售与管理费用为 10.3亿元 • Q4估算为 8.8亿元 • 按全年36.8亿平均推算，每季应为 ~9.2亿元 📌 问题点：Q4不是全年最强的营收季度，却出现大额支出持平甚至高于Q3，极可能是年底突击花预算。 这种行为常见于： • 年度预算不花完明年会削减； • 人为调节利润表现； • 高管或部门冲KPI、奖金。 ⸻ 🧯 3. 言行不一致，违背“降本增效”大势 • 爱奇艺在2023-2024年官方口径始终强调“精细化运营”“AI+内容提效”“智能投放”，但行政开支未反映出这些成果。 • 营销费用仍然高居不下，未形成与效果挂钩的产出比。 • 此类“口号降本，实际花钱”的行为，与2023年整个视频行业（腾讯视频、优酷）实际压缩内容+运营支出的趋势背离。 ⸻ 🔎 4. 背后潜在风险（合理怀疑） 这些异常行为可能指向以下问题： • ❗ 年底预算突击花费：为保明年预算不被砍。 • ❗ 内部权力寻租：某些市场/品牌/投放部门滥用预算。 • ❗ 虚构合同或关联交易：某些款项可能并未真正产生实际支出。 • ❗ 粉饰数据或做账行为：通过支出提前/递延的方式调节利润节奏。 ⸻ ✅ 总结：","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437577939948304","isVote":1,"tweetType":1,"viewCount":4230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420791109759184,"gmtCreate":1743762973327,"gmtModify":1743763560820,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","listText":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","text":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","images":[{"img":"https://static.tigerbbs.com/5ff98231d68efc389a1c9cdc966af767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420791109759184","isVote":1,"tweetType":1,"viewCount":5262,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535677100208660","authorId":"3535677100208660","name":"塘沽巴菲特","avatar":"https://static.tigerbbs.com/54ffa68d4d5c6f8a0f5c4bf54d6fa01a","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3535677100208660","idStr":"3535677100208660"},"content":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。","text":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。","html":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":410556597915816,"gmtCreate":1741261941502,"gmtModify":1741261943037,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 都三月了。我model q都等到小米su7从无到有还没发布。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 都三月了。我model q都等到小米su7从无到有还没发布。","text":"$特斯拉(TSLA)$ 都三月了。我model q都等到小米su7从无到有还没发布。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410556597915816","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410269572653624,"gmtCreate":1741173110349,"gmtModify":1741173113138,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3548033069579358\">@eggspain</a>:对呀//<a href=\"https://laohu8.com/U/3548033069579358\">@eggspain</a>:Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","listText":"Replying to <a href=\"https://laohu8.com/U/3548033069579358\">@eggspain</a>:对呀//<a href=\"https://laohu8.com/U/3548033069579358\">@eggspain</a>:Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","text":"Replying to @eggspain:对呀//@eggspain:Gpt给英伟达带来了收入，ds能给大陆市场干啥？多裁员降低企业成本？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410269572653624","isVote":1,"tweetType":1,"viewCount":2288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407801363689664,"gmtCreate":1740575802683,"gmtModify":1740575805462,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:消息来源呢？//<a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:非常期待明天的发布会，yu7发布，小米会再创新高","listText":"Replying to <a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:消息来源呢？//<a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:非常期待明天的发布会，yu7发布，小米会再创新高","text":"Replying to @小岛大浪:消息来源呢？//@小岛大浪:非常期待明天的发布会，yu7发布，小米会再创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407801363689664","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403232617853256,"gmtCreate":1739463935932,"gmtModify":1739463937905,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478190524784701","idStr":"3478190524784701"},"themes":[],"title":"","htmlText":"我还以为今天能360。结果350都要难了[无语][无语][无语]","listText":"我还以为今天能360。结果350都要难了[无语][无语][无语]","text":"我还以为今天能360。结果350都要难了[无语][无语][无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403232617853256","repostId":"403233902985560","repostType":1,"repost":{"id":403233902985560,"gmtCreate":1739463883147,"gmtModify":1739463884315,"author":{"id":"3575888668212412","authorId":"3575888668212412","name":"曲无音","avatar":"https://static.tigerbbs.com/93430e767a72a020d2982f93aeddbc07","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575888668212412","idStr":"3575888668212412"},"themes":[],"title":"","htmlText":"<a 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下期财报有大雷。两年前买一送一的知乎会员到期了，现在新的价格是190多包年。拭目以待。希望多拉点。我财报前空一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324261993869528","isVote":1,"tweetType":1,"viewCount":8667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653555004,"gmtCreate":1681141015009,"gmtModify":1681141016427,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>看好下周财报，在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。&nbsp; 坐标比利时，路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>看好下周财报，在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。&nbsp; 坐标比利时，路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","text":"$特斯拉(TSLA)$ 看好下周财报，在大家都比烂的时候不烂的就是胜利。而且特斯拉今年开局也很不错。 坐标比利时，路上的特斯拉越来越多了。 就希望4680款y能降价到4w欧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/653555004","isVote":1,"tweetType":1,"viewCount":3364,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455594241811723","authorId":"3455594241811723","name":"老头子","avatar":"https://static.laohu8.com/c6e6f95504e42097fe8d4b40c062183b","crmLevel":3,"crmLevelSwitch":1,"idStr":"3455594241811723","authorIdStr":"3455594241811723"},"content":"特斯拉股价要看比亚迪，坐标北京，路上的比亚迪越来越多了","text":"特斯拉股价要看比亚迪，坐标北京，路上的比亚迪越来越多了","html":"特斯拉股价要看比亚迪，坐标北京，路上的比亚迪越来越多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298103784149120,"gmtCreate":1713807978707,"gmtModify":1713807980498,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>这波看到200，各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>这波看到200，各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","text":"$特斯拉(TSLA)$ 这波看到200，各种坏消息都落地了。而且q1不如预期也是明牌。该跌已经跌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/298103784149120","isVote":1,"tweetType":1,"viewCount":3971,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"二手思维","avatar":"https://static.tigerbbs.com/5b0182308b2e003cea848abd47262326","crmLevel":4,"crmLevelSwitch":1,"idStr":"203105757513414","authorIdStr":"203105757513414"},"content":"可能该跌已经该跌了，但是也没理由涨到200啊 [冷漠]","text":"可能该跌已经该跌了，但是也没理由涨到200啊 [冷漠]","html":"可能该跌已经该跌了，但是也没理由涨到200啊 [冷漠]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650996402,"gmtCreate":1678802896207,"gmtModify":1678803126530,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$&nbsp;</a>等分红后我再看看情况","listText":"<a href=\"https://laohu8.com/S/LU\">$陆金所(LU)$&nbsp;</a>等分红后我再看看情况","text":"$陆金所(LU)$ 等分红后我再看看情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/650996402","isVote":1,"tweetType":1,"viewCount":4266,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"content":"此前，公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上，并预计这一趋势的持续势头，前述影响波及了收放款和分支机构的运营，以及消费者信心低迷所导致的整体疲软。","text":"此前，公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上，并预计这一趋势的持续势头，前述影响波及了收放款和分支机构的运营，以及消费者信心低迷所导致的整体疲软。","html":"此前，公司CEO赵容奭把业绩下滑的原因推到疫情以及宏观因素上，并预计这一趋势的持续势头，前述影响波及了收放款和分支机构的运营，以及消费者信心低迷所导致的整体疲软。"},{"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"content":"先建个小仓，继续观望","text":"先建个小仓，继续观望","html":"先建个小仓，继续观望"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310763202109560,"gmtCreate":1716897684246,"gmtModify":1716897686164,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 其实一直忽略的一点是马斯克说过和一家车企在谈fsd授权，不知道什么时候能谈成，谈成了就是下一轮起飞的起点。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 其实一直忽略的一点是马斯克说过和一家车企在谈fsd授权，不知道什么时候能谈成，谈成了就是下一轮起飞的起点。","text":"$特斯拉(TSLA)$ 其实一直忽略的一点是马斯克说过和一家车企在谈fsd授权，不知道什么时候能谈成，谈成了就是下一轮起飞的起点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310763202109560","isVote":1,"tweetType":1,"viewCount":5526,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3485385939767603","authorIdStr":"3485385939767603"},"content":"能找得到来源吗一起讨论一下","text":"能找得到来源吗一起讨论一下","html":"能找得到来源吗一起讨论一下"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182629521535160,"gmtCreate":1685617237692,"gmtModify":1685617560314,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"另一个方面来说理想是占了混动的便宜，理想的对手应该是比亚迪和特斯拉，和蔚来那种豪车不是一个赛道。","listText":"另一个方面来说理想是占了混动的便宜，理想的对手应该是比亚迪和特斯拉，和蔚来那种豪车不是一个赛道。","text":"另一个方面来说理想是占了混动的便宜，理想的对手应该是比亚迪和特斯拉，和蔚来那种豪车不是一个赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/182629521535160","repostId":"1151815019","repostType":2,"repost":{"id":"1151815019","kind":"news","pubTimestamp":1685616607,"share":"https://www.laohu8.com/m/news/1151815019?lang=zh_CN&edition=full","pubTime":"2023-06-01 18:50","market":"us","language":"zh","title":"曾经蔚小理销量同台竞技，如今理想=2个蔚来+2个小鹏","url":"https://stock-news.laohu8.com/highlight/detail?id=1151815019","media":"见智研究","summary":"作为曾经的一线新势力御三家蔚来、理想和小鹏，从销量数据来看，如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆，连续三个月销量破2万，同比增长146%，环比增长10.1%，而蔚来销量仅为","content":"<html><head></head><body><p>作为曾经的一线新势力御三家蔚来、理想和小鹏，从销量数据来看，如今理想似乎已经不带蔚来和小鹏玩了。</p><p>5月理想销量达到2.83万辆，连续三个月销量破2万，同比增长146%，环比增长10.1%，而蔚来销量仅为6155辆，同比降低12.4%，环比降低7.6%；小鹏销量也只有7506辆，同比降低25.8%，环比增长只有6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/814339d3319bc2e13fc58d99a5f0cbbd\" tg-width=\"640\" tg-height=\"75\"/></p><p>今年上半年，三家销量分化极为严重，理想顺风顺水的进行了环比持续增长，从一月的1.5万辆增长至5月的万辆；蔚来稍显波折，虽然销量一度跌至0.66万辆，但是数月还是勉强维持住了万辆水平；而在去年四季度就已经显示颓势的小鹏（去年10月和11月销量跌至0.5万辆水平），今年未在有机会重返万辆水平，持续磨底0.5-0.7万辆销量水平。</p><p style=\"text-align: justify;\">华尔街见闻·见智研究认为，以理想做对比，小鹏和蔚来面临的困境不尽相同，小鹏面临的是主力车型的价格区间的竞争对手和竞争强度远超理想，同时想向高价位突破的G9却发行不顺，改款P7i有所增长但是由于老版本P7清理库存较慢，新版本交付周期又太长，显然还不够撑起整个大局。</p><p style=\"text-align: justify;\">而蔚来则是需要全力解决由于新旧平台更新、供应链等一系列原因所导致的蔚来新旧车型交替下的销量不佳问题，无论是何种原因导致月销量屡屡在万辆水平以下，留给蔚来的时间不多了，在惨烈的竞争中，竞争对手也不会给蔚来足够的时间，蔚来需要尽快提速完成新车型转化为新销量的效率。</p><h2 style=\"text-align: start;\">1、G9发行不顺，P7i交付慢，小鹏面临的竞争对手和强度高</h2><p style=\"text-align: justify;\">随着国内新能源汽车渗透率持续维持在30%以上水平，新能源车企的竞争对手早已不是新能源开荒时期的燃油车企，而是存量的新能源车企。</p><p style=\"text-align: justify;\">换而言之，目前市场中，无论消费者购买新能源汽车的理由是出于限车牌城市的便利，新能源汽车的高智能化，还是补能的成本优势，只要选择了新能源汽车，其作为对比的车型也将是新能源汽车车型。</p><p style=\"text-align: justify;\">而目前来看，新能源汽车市场中，小鹏面临的所处价格区间的纯电动市场的竞争格局，从竞争对手和竞争强度来看，要远高过于理想所面对的插电混动（包括增程式）市场。</p><p style=\"text-align: justify;\">其中，小鹏的主力车型的价格区间集中在15万元-30万元左右（包括小鹏的P7，P5和G3，高价位的G9暂时还未被市场完全接纳），不仅新能源汽车巨头特斯拉和比亚迪的爆款车型如Model3和比亚迪汉均位于这个价格区间，而且从低端市场向中端市场进发的二线新势力如哪吒的车型S，亦或是转型迅速后来居上的广汽埃安的V和LX等都在这个价格区间。</p><p style=\"text-align: justify;\">总的来看，小鹏所处的这个中端市场的产品同质化偏高，又面临高端市场车企的下沉和低端市场车企的向上开拓的压力。</p><p style=\"text-align: justify;\">而小鹏想进行高价位突破的G9发行不顺，改款P7i有所增长但是由于老版本P7清理库存较慢（新老版本配置差距大，但是价格相差也就4万元左右，老P7性价比已经不在，而P7i交付过慢，虽然订单过万，但是交付期高达8周），显然还不够撑起整个大局，所以小鹏肩上的担子较为沉重，想要从中杀出重围面临的压力还很大。</p><p style=\"text-align: justify;\">这也导致小鹏的销量持续5个季度下滑，从2022年一季度的3.5万辆降至今年一季度的1.8万辆，销量不佳叠加价格战也导致小鹏一季度的汽车毛利率直接跌至负数-2.5%，这是小鹏近三年以来首次出现负的汽车毛利率，小鹏今年后续的几个老车型如P5和G3的改款车型能否助力小鹏销量迅速回暖，从而重新拉回市场和消费者的关注，是小鹏接下来重回巅峰的重中之重。</p><p style=\"text-align: justify;\">反观理想，考虑到其增程式车型、30万以上的价格因素和超大6座和7座SUV细分市场以后，理想的直接竞争对手基本上缩减了一大半，而且很多还未完全上市，比如问界的M9和长城蓝山等，对标理想的车型在这些车型上市后才迎来真正的竞争，目前来看理想和小鹏两者的竞争压力和强度基本上是两个维度。</p><h2 style=\"text-align: start;\">2、蔚来的新车型转化新销量的效率太低</h2><p style=\"text-align: justify;\">而坚持做高端的蔚来的主力车型此前维持在40万元以上，随着ET5的上市，也进入了30万元的区间，总的来说处于32万元-55万元区间，价格区间的竞争压力不是蔚来的主要矛盾，蔚来持续不断的新车型推出，包括新旧平台升级换代，和后续新车型转化为新销量的效率实在太低。</p><p style=\"text-align: justify;\">新车型的推陈出新的确是好事，表现出了车企的活力和创新力，但是由于平台更新、供应链等问题导致蔚来的新旧车型交替迟迟难以解决，使得销量也屡屡不佳，今年一季度只能说勉强站住月销万辆的临界值，且在二季度又跌破，总的来看，留给蔚来的时间不多了，关键是在惨烈的竞争中，竞争对手也不会给蔚来足够的时间。</p><p style=\"text-align: justify;\">此外，从另一个角度来看，过快的新车型的推出和较低的销量转化效率，也侧面表现本身的产品力的不足，例如特斯拉的主力车型Model 3和Model Y都经历了6年和4年的长时间的考验，依旧是市场上的爆款车型，直到今年特斯拉才准备对Model 3进行第一次改款升级。蔚来的确有必要提提速，为消费者和市场增添对自家品牌的信心。</p><p style=\"text-align: justify;\">反观理想，被诟病单核车型许久的理想，当时的销量就在月销万辆左右，在成功转型三核阵容L9、L8和L7以后， 今年一季度理想基本上站稳了2万辆的水平。</p><p style=\"text-align: justify;\">而且根据理想对于2023年二季度的销量指引来看，公司预计二季度汽车交付量为7.6万辆至8.1万辆，月销量平均水平已经来到2.5万辆以上，甚至有望冲一冲3万辆大关。理想的确做到了车型的增加从而带动了销量的提升，而不是车型内部的相互消耗。</p><p style=\"text-align: justify;\">理想产品架构和车型的完善，也使得今年一季度理想的利润不仅由负数转正，还创下了历史新高，达到了9.3亿元。随着明年首款纯电车型上市，理想接下来需要着重考虑的是，在自身车型得到丰富的同时，能否与旗下作为基石的增程式车型形成良好的化学反应，这将是理想能否维持乃至扩大自己优势的重中之重。</p></body></html>","source":"lsy1574316446112","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>曾经蔚小理销量同台竞技，如今理想=2个蔚来+2个小鹏</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曾经蔚小理销量同台竞技，如今理想=2个蔚来+2个小鹏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-01 18:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3690143><strong>见智研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为曾经的一线新势力御三家蔚来、理想和小鹏，从销量数据来看，如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆，连续三个月销量破2万，同比增长146%，环比增长10.1%，而蔚来销量仅为6155辆，同比降低12.4%，环比降低7.6%；小鹏销量也只有7506辆，同比降低25.8%，环比增长只有6%。今年上半年，三家销量分化极为严重，理想顺风顺水的进行了环比持续增长，从一月的1.5万辆...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690143\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80a575212be573b9eb3028203e1e40af","relate_stocks":{"XPEV":"小鹏集团","NIO":"蔚来","09866":"蔚来-SW","LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://wallstreetcn.com/articles/3690143","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151815019","content_text":"作为曾经的一线新势力御三家蔚来、理想和小鹏，从销量数据来看，如今理想似乎已经不带蔚来和小鹏玩了。5月理想销量达到2.83万辆，连续三个月销量破2万，同比增长146%，环比增长10.1%，而蔚来销量仅为6155辆，同比降低12.4%，环比降低7.6%；小鹏销量也只有7506辆，同比降低25.8%，环比增长只有6%。今年上半年，三家销量分化极为严重，理想顺风顺水的进行了环比持续增长，从一月的1.5万辆增长至5月的万辆；蔚来稍显波折，虽然销量一度跌至0.66万辆，但是数月还是勉强维持住了万辆水平；而在去年四季度就已经显示颓势的小鹏（去年10月和11月销量跌至0.5万辆水平），今年未在有机会重返万辆水平，持续磨底0.5-0.7万辆销量水平。华尔街见闻·见智研究认为，以理想做对比，小鹏和蔚来面临的困境不尽相同，小鹏面临的是主力车型的价格区间的竞争对手和竞争强度远超理想，同时想向高价位突破的G9却发行不顺，改款P7i有所增长但是由于老版本P7清理库存较慢，新版本交付周期又太长，显然还不够撑起整个大局。而蔚来则是需要全力解决由于新旧平台更新、供应链等一系列原因所导致的蔚来新旧车型交替下的销量不佳问题，无论是何种原因导致月销量屡屡在万辆水平以下，留给蔚来的时间不多了，在惨烈的竞争中，竞争对手也不会给蔚来足够的时间，蔚来需要尽快提速完成新车型转化为新销量的效率。1、G9发行不顺，P7i交付慢，小鹏面临的竞争对手和强度高随着国内新能源汽车渗透率持续维持在30%以上水平，新能源车企的竞争对手早已不是新能源开荒时期的燃油车企，而是存量的新能源车企。换而言之，目前市场中，无论消费者购买新能源汽车的理由是出于限车牌城市的便利，新能源汽车的高智能化，还是补能的成本优势，只要选择了新能源汽车，其作为对比的车型也将是新能源汽车车型。而目前来看，新能源汽车市场中，小鹏面临的所处价格区间的纯电动市场的竞争格局，从竞争对手和竞争强度来看，要远高过于理想所面对的插电混动（包括增程式）市场。其中，小鹏的主力车型的价格区间集中在15万元-30万元左右（包括小鹏的P7，P5和G3，高价位的G9暂时还未被市场完全接纳），不仅新能源汽车巨头特斯拉和比亚迪的爆款车型如Model3和比亚迪汉均位于这个价格区间，而且从低端市场向中端市场进发的二线新势力如哪吒的车型S，亦或是转型迅速后来居上的广汽埃安的V和LX等都在这个价格区间。总的来看，小鹏所处的这个中端市场的产品同质化偏高，又面临高端市场车企的下沉和低端市场车企的向上开拓的压力。而小鹏想进行高价位突破的G9发行不顺，改款P7i有所增长但是由于老版本P7清理库存较慢（新老版本配置差距大，但是价格相差也就4万元左右，老P7性价比已经不在，而P7i交付过慢，虽然订单过万，但是交付期高达8周），显然还不够撑起整个大局，所以小鹏肩上的担子较为沉重，想要从中杀出重围面临的压力还很大。这也导致小鹏的销量持续5个季度下滑，从2022年一季度的3.5万辆降至今年一季度的1.8万辆，销量不佳叠加价格战也导致小鹏一季度的汽车毛利率直接跌至负数-2.5%，这是小鹏近三年以来首次出现负的汽车毛利率，小鹏今年后续的几个老车型如P5和G3的改款车型能否助力小鹏销量迅速回暖，从而重新拉回市场和消费者的关注，是小鹏接下来重回巅峰的重中之重。反观理想，考虑到其增程式车型、30万以上的价格因素和超大6座和7座SUV细分市场以后，理想的直接竞争对手基本上缩减了一大半，而且很多还未完全上市，比如问界的M9和长城蓝山等，对标理想的车型在这些车型上市后才迎来真正的竞争，目前来看理想和小鹏两者的竞争压力和强度基本上是两个维度。2、蔚来的新车型转化新销量的效率太低而坚持做高端的蔚来的主力车型此前维持在40万元以上，随着ET5的上市，也进入了30万元的区间，总的来说处于32万元-55万元区间，价格区间的竞争压力不是蔚来的主要矛盾，蔚来持续不断的新车型推出，包括新旧平台升级换代，和后续新车型转化为新销量的效率实在太低。新车型的推陈出新的确是好事，表现出了车企的活力和创新力，但是由于平台更新、供应链等问题导致蔚来的新旧车型交替迟迟难以解决，使得销量也屡屡不佳，今年一季度只能说勉强站住月销万辆的临界值，且在二季度又跌破，总的来看，留给蔚来的时间不多了，关键是在惨烈的竞争中，竞争对手也不会给蔚来足够的时间。此外，从另一个角度来看，过快的新车型的推出和较低的销量转化效率，也侧面表现本身的产品力的不足，例如特斯拉的主力车型Model 3和Model Y都经历了6年和4年的长时间的考验，依旧是市场上的爆款车型，直到今年特斯拉才准备对Model 3进行第一次改款升级。蔚来的确有必要提提速，为消费者和市场增添对自家品牌的信心。反观理想，被诟病单核车型许久的理想，当时的销量就在月销万辆左右，在成功转型三核阵容L9、L8和L7以后， 今年一季度理想基本上站稳了2万辆的水平。而且根据理想对于2023年二季度的销量指引来看，公司预计二季度汽车交付量为7.6万辆至8.1万辆，月销量平均水平已经来到2.5万辆以上，甚至有望冲一冲3万辆大关。理想的确做到了车型的增加从而带动了销量的提升，而不是车型内部的相互消耗。理想产品架构和车型的完善，也使得今年一季度理想的利润不仅由负数转正，还创下了历史新高，达到了9.3亿元。随着明年首款纯电车型上市，理想接下来需要着重考虑的是，在自身车型得到丰富的同时，能否与旗下作为基石的增程式车型形成良好的化学反应，这将是理想能否维持乃至扩大自己优势的重中之重。","news_type":1,"symbols_score_info":{"09866":0.9,"02015":0.9,"XPEV":0.9,"LI":0.9,"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":5168,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544701737580379","authorId":"3544701737580379","name":"JavenD","avatar":"https://static.tigerbbs.com/9b51c28d99110027d69a15a388f4312d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3544701737580379","authorIdStr":"3544701737580379"},"content":"开蔚来的人都自我感觉在开保时捷，可是别人车标认不出来啊。。。 还是理想定位更准","text":"开蔚来的人都自我感觉在开保时捷，可是别人车标认不出来啊。。。 还是理想定位更准","html":"开蔚来的人都自我感觉在开保时捷，可是别人车标认不出来啊。。。 还是理想定位更准"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658720920,"gmtCreate":1683139351461,"gmtModify":1683139353178,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"拨云见日，加息终于可能结束了！ 美股牛市的可能性已经远大于熊市了。","listText":"拨云见日，加息终于可能结束了！ 美股牛市的可能性已经远大于熊市了。","text":"拨云见日，加息终于可能结束了！ 美股牛市的可能性已经远大于熊市了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/658720920","repostId":"1194639490","repostType":4,"repost":{"id":"1194639490","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1683139032,"share":"https://www.laohu8.com/m/news/1194639490?lang=zh_CN&edition=full","pubTime":"2023-05-04 02:37","market":"other","language":"zh","title":"美联储主席鲍威尔：如果通胀居高不下，美联储不会降息","url":"https://stock-news.laohu8.com/highlight/detail?id=1194639490","media":"老虎资讯综合","summary":"鲍威尔在记者会上称：如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。5月4日，在美联储FOMC会议后，美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美","content":"<html><head></head><body><blockquote><strong><span style=\"color:#000000;\" class=\"color-mark\">鲍威尔在记者会上称：如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。</span></strong></blockquote><p>5月4日，在美联储FOMC会议后，美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。</p><p><strong>鲍威尔表示：</strong></p><p>美国银行体系健全且富有韧性，银行业状况已普遍改善。</p><p><strong>焦点仍然在双目标上，坚决致力于将通胀拉回到2%。</strong></p><p>将采用依赖数据的方法来确定进一步加息的程度。</p><p>劳动力市场仍然“非常紧张”，一些迹象显示劳动力市场的供需正在恢复平衡，名义工资增长已显示出缓和迹象，职位空缺已经减少。</p><p><strong>通胀远高于目标，但已有所缓和，通胀压力继续高企，要降低通胀还有很长的路要走。</strong></p><p>正在看到政策紧缩的影响，尤其是对住房和投资，需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响，影响的程度尚不确定。</p><p>将通过逐次会议确定利率行动，如果有必要，美联储准备采取更多行动。</p><p><strong>鲍威尔表示，他的预测是经济温和增长，而不是衰退。</strong></p><p><strong>不再说预计会进一步收紧政策，这是一个有意义的变化。</strong></p><p>及时提高债务上限至关重要；如果没有达成债务协议，经济后果“高度不确定”；最新利率决定中未考虑债务上限僵局。</p><p>不希望最大的银行进行大规模收购，没有进一步整合银行的议程。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化，增加了不确定性，很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续，并将逐次会议进行。</span></strong></p><p><strong>美联储政策是否已达到足够的限制性，将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场，以降低通胀。现在利率距离足够限制性水平不太远，可能已经到了。</strong></p><p>美国可能会面临温和的经济衰退。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。</span></strong></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">FOMC的确讨论过暂停加息的可能性，但没有决定在5月份就这样做。感觉我们正不断接近这样的节点，可能会暂停一段时间。</span></strong></p><p>美联储主席鲍威尔5月份例行新闻发布会结束。</p></body></html>","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>美联储主席鲍威尔：如果通胀居高不下，美联储不会降息</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储主席鲍威尔：如果通胀居高不下，美联储不会降息\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-05-04 02:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><strong><span style=\"color:#000000;\" class=\"color-mark\">鲍威尔在记者会上称：如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。</span></strong></blockquote><p>5月4日，在美联储FOMC会议后，美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。</p><p><strong>鲍威尔表示：</strong></p><p>美国银行体系健全且富有韧性，银行业状况已普遍改善。</p><p><strong>焦点仍然在双目标上，坚决致力于将通胀拉回到2%。</strong></p><p>将采用依赖数据的方法来确定进一步加息的程度。</p><p>劳动力市场仍然“非常紧张”，一些迹象显示劳动力市场的供需正在恢复平衡，名义工资增长已显示出缓和迹象，职位空缺已经减少。</p><p><strong>通胀远高于目标，但已有所缓和，通胀压力继续高企，要降低通胀还有很长的路要走。</strong></p><p>正在看到政策紧缩的影响，尤其是对住房和投资，需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响，影响的程度尚不确定。</p><p>将通过逐次会议确定利率行动，如果有必要，美联储准备采取更多行动。</p><p><strong>鲍威尔表示，他的预测是经济温和增长，而不是衰退。</strong></p><p><strong>不再说预计会进一步收紧政策，这是一个有意义的变化。</strong></p><p>及时提高债务上限至关重要；如果没有达成债务协议，经济后果“高度不确定”；最新利率决定中未考虑债务上限僵局。</p><p>不希望最大的银行进行大规模收购，没有进一步整合银行的议程。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化，增加了不确定性，很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续，并将逐次会议进行。</span></strong></p><p><strong>美联储政策是否已达到足够的限制性，将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场，以降低通胀。现在利率距离足够限制性水平不太远，可能已经到了。</strong></p><p>美国可能会面临温和的经济衰退。</p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。</span></strong></p><p><strong><span style=\"color:#562727;\" class=\"color-mark\">FOMC的确讨论过暂停加息的可能性，但没有决定在5月份就这样做。感觉我们正不断接近这样的节点，可能会暂停一段时间。</span></strong></p><p>美联储主席鲍威尔5月份例行新闻发布会结束。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194639490","content_text":"鲍威尔在记者会上称：如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。5月4日，在美联储FOMC会议后，美联储主席鲍威尔举行记者会。鲍威尔就美国银行业状况、美国通胀、宏观经济等议题发表看法。鲍威尔表示：美国银行体系健全且富有韧性，银行业状况已普遍改善。焦点仍然在双目标上，坚决致力于将通胀拉回到2%。将采用依赖数据的方法来确定进一步加息的程度。劳动力市场仍然“非常紧张”，一些迹象显示劳动力市场的供需正在恢复平衡，名义工资增长已显示出缓和迹象，职位空缺已经减少。通胀远高于目标，但已有所缓和，通胀压力继续高企，要降低通胀还有很长的路要走。正在看到政策紧缩的影响，尤其是对住房和投资，需要时间才能实现限制性货币政策的全部效果。经济可能面临信贷状况的不利影响，影响的程度尚不确定。将通过逐次会议确定利率行动，如果有必要，美联储准备采取更多行动。鲍威尔表示，他的预测是经济温和增长，而不是衰退。不再说预计会进一步收紧政策，这是一个有意义的变化。及时提高债务上限至关重要；如果没有达成债务协议，经济后果“高度不确定”；最新利率决定中未考虑债务上限僵局。不希望最大的银行进行大规模收购，没有进一步整合银行的议程。原则上不需要把利率提高到那么高。信贷紧缩使评估复杂化，增加了不确定性，很难预测信贷紧缩将在多大程度上取代进一步加息的需要。评估需要采取更紧缩政策的程度将持续，并将逐次会议进行。美联储政策是否已达到足够的限制性，将有一个持续的评估。美联储正在努力达到并在较长时间内保持充分的限制性立场，以降低通胀。现在利率距离足够限制性水平不太远，可能已经到了。美国可能会面临温和的经济衰退。如果通胀居高不下，美联储不会降息。鉴于FOMC认为通胀需要一段时间才能下降，因此降息不合适。FOMC的确讨论过暂停加息的可能性，但没有决定在5月份就这样做。感觉我们正不断接近这样的节点，可能会暂停一段时间。美联储主席鲍威尔5月份例行新闻发布会结束。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535756328865788","authorId":"3535756328865788","name":"姜丝可乐","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3535756328865788","authorIdStr":"3535756328865788"},"content":"想啥呢，你觉得通胀会下去吗","text":"想啥呢，你觉得通胀会下去吗","html":"想啥呢，你觉得通胀会下去吗"},{"author":{"id":"3532013235454025","authorId":"3532013235454025","name":"Harv","avatar":"https://static.tigerbbs.com/a35480becb4d17ccff6637c5c176561b","crmLevel":2,"crmLevelSwitch":1,"idStr":"3532013235454025","authorIdStr":"3532013235454025"},"content":"谢谢你 生活有了盼头","text":"谢谢你 生活有了盼头","html":"谢谢你 生活有了盼头"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407801363689664,"gmtCreate":1740575802683,"gmtModify":1740575805462,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:消息来源呢？//<a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:非常期待明天的发布会，yu7发布，小米会再创新高","listText":"Replying to <a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:消息来源呢？//<a href=\"https://laohu8.com/U/4161932824255432\">@小岛大浪</a>:非常期待明天的发布会，yu7发布，小米会再创新高","text":"Replying to @小岛大浪:消息来源呢？//@小岛大浪:非常期待明天的发布会，yu7发布，小米会再创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407801363689664","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420791109759184,"gmtCreate":1743762973327,"gmtModify":1743763560820,"author":{"id":"3478190524784701","authorId":"3478190524784701","name":"乐哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478190524784701","authorIdStr":"3478190524784701"},"themes":[],"title":"","htmlText":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","listText":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","text":"我怀疑是丐版84T的算力不够处理复杂路况，软件算法应该是建立在中高配的508T的硬件上的，所以只提前两秒报警，noa刹车一秒，车主刹车踏板踩了百分之38一秒，速度才从116到97，这里面问题很大，如果是特斯拉我觉得应该之前就会识别到60的牌减速","images":[{"img":"https://static.tigerbbs.com/5ff98231d68efc389a1c9cdc966af767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420791109759184","isVote":1,"tweetType":1,"viewCount":5262,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535677100208660","authorId":"3535677100208660","name":"塘沽巴菲特","avatar":"https://static.tigerbbs.com/54ffa68d4d5c6f8a0f5c4bf54d6fa01a","crmLevel":3,"crmLevelSwitch":0,"idStr":"3535677100208660","authorIdStr":"3535677100208660"},"content":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。","text":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。","html":"现在特斯拉也不行，导航才可以汇报车道施工，也不是识别限速牌。应该把智驾和导航的数据连到一起。"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}