sala001的个人主页 - 老虎社区

sala001

sala001

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IP属地：北京

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2021-08-03

$哔哩哔哩(BILI)$B站这大杂烩可惨了，视频股跌它跌，游戏股跌它跌，直播股跌它跌，微博股跌它跌，网络安全审查它也跌[龇牙]

2023-12-22

魅族算屁啊？小米也还没开始呢，智能驾驶方面现在是小鹏，集度，华为三个势力

造车新势力迭代之年：“华小魅”抢了“蔚小理”风头

2025-09-22

一亿人锁单，这是人话吗？？？

2023-08-02

$Tilray Inc.(TLRY)$ 真TM奇葩，别人都跌你开始涨了

2023-10-28

$DiDi Global Inc.(DIDIY)$ 第一个瑞幸，拭目以待

2024-03-08

$英伟达(NVDA)$ 放心大胆的做多，不要拿那些骗韭菜的几美金的妖股来比较，只能拿几年前特斯拉当时冲1000冲2000来比较，公司的的确确现在是超值的，所以即使回调也不会像妖股一样一泻千里

2020-01-17

$小米集团-W(01810)$ 放长线，解小套。。。

2020-11-11

$BABA 20201113 320.0 CALL(BABA)$到期时强制平仓的话，系统会怎么处理？

2020-07-13

$哔哩哔哩(BILI)$说实话，我希望它跌，多跌点，我好补仓，买B站不要急，长线了看，未来是年轻人的天下

2021-02-19

$Sundial Growers Inc.(SNDL)$大年三十2万多刀的盈利快跌没了[流泪]

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正式公布售价时肯定要涨一波大的，现在在蔚来圈子内口碑不错，评论区基本都是“买早了，ES不香了，之类的言论”，相信被市场认可只是时间问题，翻身，有戏！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457658936148752","isVote":1,"tweetType":1,"viewCount":2682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456554993348648,"gmtCreate":1752500404315,"gmtModify":1752500405711,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 工商变更显示，蔚来销售服务公司注册资本激增120亿元，从110亿飙升至230亿元；蔚来科技（安徽）公司注册资本 增加80亿元，达到260亿元。安徽国资在4个月内两次加码，持续为蔚来在智能研发和换电网络上的布局背书，力挺其战略升级。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 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增资200亿你们不买等啥呢？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 增资200亿你们不买等啥呢？","text":"$蔚来(NIO)$ 增资200亿你们不买等啥呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/456551980531944","isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495101253533211","authorId":"3495101253533211","name":"世上只有穷病","avatar":"https://static.tigerbbs.com/1e2cca7752c81b0cbee262be1d172a95","crmLevel":3,"crmLevelSwitch":1,"idStr":"3495101253533211","authorIdStr":"3495101253533211"},"content":"高开低走～所有人都认为是利好的时候就是拉胯的开始～当初可是在所有人一片看好中跌到1块多的","text":"高开低走～所有人都认为是利好的时候就是拉胯的开始～当初可是在所有人一片看好中跌到1块多的","html":"高开低走～所有人都认为是利好的时候就是拉胯的开始～当初可是在所有人一片看好中跌到1块多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454430013993552,"gmtCreate":1751975046665,"gmtModify":1751975048374,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"不就是极越嘛","listText":"不就是极越嘛","text":"不就是极越嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454430013993552","repostId":"2549333516","repostType":2,"repost":{"id":"2549333516","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1751961956,"share":"https://www.laohu8.com/m/news/2549333516?lang=zh_CN&edition=full","pubTime":"2025-07-08 16:05","market":"fut","language":"en","title":"Faraday Future to Launch FX Super One on July 17<blockquote>法拉第未来将于7月17日推出FX Super One</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2549333516","media":"MT Newswires Live","summary":"Faraday Future (FFAI) said late Monday that it will officially launch its FX Super One, a mass-market electric multi-purpose vehicle, on July 17, alongside its new AI architecture.The company also said it had opened early reservations for its upcoming FX Super One.","content":"<p><html><body> Faraday Future (FFAI) said late Monday that it will officially launch its FX Super One, a mass-market electric multi-purpose vehicle, on July 17, alongside its new AI architecture.</p><p><blockquote><html><body>法拉第未来(FFAI)周一晚间表示，将于7月17日正式推出大众市场电动多用途汽车FX Super One，同时推出新的人工智能架构。</body></html></blockquote></p><p>The company also said it had opened early reservations for its upcoming FX Super One.</p><p><blockquote>该公司还表示，它已经为即将推出的FX Super One开放了早期预订。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","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>Faraday Future to Launch FX Super One on July 17<blockquote>法拉第未来将于7月17日推出FX Super One</blockquote></title>\n<style 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16:05</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Faraday Future (FFAI) said late Monday that it will officially launch its FX Super One, a mass-market electric multi-purpose vehicle, on July 17, alongside its new AI architecture.</p><p><blockquote><html><body>法拉第未来(FFAI)周一晚间表示，将于7月17日正式推出大众市场电动多用途汽车FX Super One，同时推出新的人工智能架构。</body></html></blockquote></p><p>The company also said it had opened early reservations for its upcoming FX Super One.</p><p><blockquote>该公司还表示，它已经为即将推出的FX Super One开放了早期预订。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549333516","content_text":"Faraday Future (FFAI) said late Monday that it will officially launch 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Future Intelligent Electric Inc(FFAI)$ 跑了跑了，飞流直下三千尺！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445301199504072","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444262464713480,"gmtCreate":1749484311149,"gmtModify":1749484312390,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 哪天要是突然公布正式量产下线，呲溜就得窜到10块左右","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$ </a> 哪天要是突然公布正式量产下线，呲溜就得窜到10块左右","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 哪天要是突然公布正式量产下线，呲溜就得窜到10块左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444262464713480","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390556236226688,"gmtCreate":1736395652658,"gmtModify":1736395654577,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"头回见发布伪装车","listText":"头回见发布伪装车","text":"头回见发布伪装车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390556236226688","repostId":"1165353608","repostType":4,"repost":{"id":"1165353608","kind":"news","pubTimestamp":1736391329,"share":"https://www.laohu8.com/m/news/1165353608?lang=zh_CN&edition=full","pubTime":"2025-01-09 10:55","market":"us","language":"zh","title":"贾跃亭全新品牌FX官宣！首款MPV车型谍照正式发布","url":"https://stock-news.laohu8.com/highlight/detail?id=1165353608","media":"汽车之家 ","summary":"1月9日消息，法拉第未来宣布旗下第二品牌 Faraday X 首批原型车今日亮相 CES 2025 展会。法拉第未来展示了两辆 FX 品牌的小型货车原型车，不过外媒 Engadget 表示该车不允许拍照，因此没有更多细节图片。第一款 FX 汽车是该品牌阵容的旗舰产品，将是一款名为“Super One”的小型货车。此外，FX 还计划推出另外两款车型 —— FX 5 和 FX 6，首款产品会在 2025 年底下线。目前还没有太多其他细节，但法拉第未来分享了一张FX 6 原型车的预告图，称其为“超大型豪华 AI EV”。","content":"<html><head></head><body><p style=\"text-align: start;\">1月9日，Faraday Future（FF）第二品牌Faraday X（FX）通过线上直播发布了两款原型车及品牌标志，FX首款车型为MPV，第二款为FX 6，预计FX 6具有SUV定位。</p><p><strong>FX品牌LOGO发布 首款MPV揭晓</strong></p><p style=\"text-align: start;\">2017年初，FF 91正式首发，时隔8年之后，贾跃亭又带来了全新车型。2025年1月9日，FX展示了全新车型的伪装车，这次他展示了两款新车，并发布FX品牌LOGO。</p><p style=\"text-align: start;\">FX品牌LOGO延续了FF品牌的设计理念，由分段式的线组成，同时LOGO中也体现了字母F和X的字样。官方表示，新LOGO体现了FF对FX的赋能，同时将FX与FF区分开来，突显FX专注于更广泛大众市场的品牌定位。构成LOGO的两个方块还象征着FX与众多合作伙伴之间的协同合作，共同实现成功。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a1b1fe02c5722356b0f8bd5ee042a0c\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"543\"/></p><p style=\"text-align: start;\">FX的首款车型将会是一款定义为AI车型的MPV，命名为FX Super One，FX官方表示，这款车将具在空间、舒适、豪华、人工智能、互联网应用层面更有特点，目标用户是成为亚洲顶级企业家、名人和富裕家庭的首选。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c9bf094f260cad31c48f02193392a781\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"402\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8423d628d422532efb72df587a4347b8\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"525\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/25bff9ba28ba51889ca71e97d69a08ee\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"472\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/034ebe58ae44433dab74831e537e7b98\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"500\"/></p><p>FX Super One</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96e91886b2712e5586b470bc27ad4d1e\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"521\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f216a97c96cfe7087312cc2d1e71fd05\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"587\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/572abb5e99cc8ca042612c4db5266aeb\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"637\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e823ca00665d65ae4e0b6d505105ad\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"503\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4f718819264d2a18dda3231c80ce3af\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"498\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8542ebb23191fc154026e4d64b499dd8\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"717\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73d84b276bdbcc803f5b26d92678ed53\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"511\"/></p><p style=\"text-align: start;\">官方仅展示了FX Super One的部分细节，它是一款有着流线车头的大尺寸MPV，A柱有着较大的倾角，并且车灯看上去也不算小，其车顶配备有激光雷达。驾驶席可以看到大尺寸的贯穿中控屏，新车疑似采用6座布局，2+2+2的三排独立座椅设置。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/921e8232a26c934f4ed648bc4c5c9a87\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"628\"/></p><p style=\"text-align: start;\">FX 6则是一款SUV车型，它与FX Super One有着相似的家族前脸，并同样拥有激光雷达。整车的尺寸不算小，并且拥有较大的轴距。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33821be1504979cb486ec997db1c973a\" alt=\"\" title=\"\" tg-width=\"1000\" tg-height=\"446\"/></p><p style=\"text-align: start;\">FX的新品规划方面，FX Super One开启全面的测试准备，2025年3月分享更多FX 6产品的进展，2025年第二季度FX Super One首发，2025年底首款FX新车下线。目前两款新车的测试车已经准备就绪，开启测试。FX的使命是打造高性价比车型，成为新能源时代的丰田，是“两倍性能、一半价格”的AIEV产品。</p></body></html>","source":"ithome","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>贾跃亭全新品牌FX官宣！首款MPV车型谍照正式发布</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; 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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贾跃亭全新品牌FX官宣！首款MPV车型谍照正式发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-09 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.autohome.com.cn/article?id=VFyFmmacy7g=><strong>汽车之家 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月9日，Faraday Future（FF）第二品牌Faraday X（FX）通过线上直播发布了两款原型车及品牌标志，FX首款车型为MPV，第二款为FX 6，预计FX 6具有SUV定位。FX品牌LOGO发布 首款MPV揭晓2017年初，FF 91正式首发，时隔8年之后，贾跃亭又带来了全新车型。2025年1月9日，FX展示了全新车型的伪装车，这次他展示了两款新车，并发布FX品牌LOGO。FX品牌...</p>\n\n<a href=\"https://www.autohome.com.cn/article?id=VFyFmmacy7g=\">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/25bff9ba28ba51889ca71e97d69a08ee","relate_stocks":{},"source_url":"https://www.autohome.com.cn/article?id=VFyFmmacy7g=","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165353608","content_text":"1月9日，Faraday Future（FF）第二品牌Faraday X（FX）通过线上直播发布了两款原型车及品牌标志，FX首款车型为MPV，第二款为FX 6，预计FX 6具有SUV定位。FX品牌LOGO发布 首款MPV揭晓2017年初，FF 91正式首发，时隔8年之后，贾跃亭又带来了全新车型。2025年1月9日，FX展示了全新车型的伪装车，这次他展示了两款新车，并发布FX品牌LOGO。FX品牌LOGO延续了FF品牌的设计理念，由分段式的线组成，同时LOGO中也体现了字母F和X的字样。官方表示，新LOGO体现了FF对FX的赋能，同时将FX与FF区分开来，突显FX专注于更广泛大众市场的品牌定位。构成LOGO的两个方块还象征着FX与众多合作伙伴之间的协同合作，共同实现成功。FX的首款车型将会是一款定义为AI车型的MPV，命名为FX Super One，FX官方表示，这款车将具在空间、舒适、豪华、人工智能、互联网应用层面更有特点，目标用户是成为亚洲顶级企业家、名人和富裕家庭的首选。FX Super One官方仅展示了FX Super One的部分细节，它是一款有着流线车头的大尺寸MPV，A柱有着较大的倾角，并且车灯看上去也不算小，其车顶配备有激光雷达。驾驶席可以看到大尺寸的贯穿中控屏，新车疑似采用6座布局，2+2+2的三排独立座椅设置。FX 6则是一款SUV车型，它与FX Super One有着相似的家族前脸，并同样拥有激光雷达。整车的尺寸不算小，并且拥有较大的轴距。FX的新品规划方面，FX Super One开启全面的测试准备，2025年3月分享更多FX 6产品的进展，2025年第二季度FX Super One首发，2025年底首款FX新车下线。目前两款新车的测试车已经准备就绪，开启测试。FX的使命是打造高性价比车型，成为新能源时代的丰田，是“两倍性能、一半价格”的AIEV产品。","news_type":1,"symbols_score_info":{"FFIE":1.1}},"isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368202966712424,"gmtCreate":1730909317367,"gmtModify":1730909411903,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:今晚该抛了//<a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","listText":"Replying to <a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:今晚该抛了//<a href=\"https://laohu8.com/U/4093596070918460\">@闲人马斯克</a>:<a href=\"https://laohu8.com/S/TSLA\"> $特斯拉(TSLA)$ </a>坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","text":"Replying to @闲人马斯克:今晚该抛了//@闲人马斯克: $特斯拉(TSLA)$ 坚信特斯拉是最伟大的科技公司之一是持有特斯拉股票的根本原因","images":[{"img":"https://static.tigerbbs.com/d7c7f89d7f550f45f0e3f043354685aa"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368202966712424","isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":292604542685360,"gmtCreate":1712462675001,"gmtModify":1712462677187,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"这文章犹如大喊“散户们快来接盘啊”","listText":"这文章犹如大喊“散户们快来接盘啊”","text":"这文章犹如大喊“散户们快来接盘啊”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/292604542685360","repostId":"2425252253","repostType":2,"isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491812622453185","authorId":"3491812622453185","name":"带泡沫的苹果","avatar":"https://static.tigerbbs.com/a9250937a0cdbddaf9a218f28567ee36","crmLevel":2,"crmLevelSwitch":1,"idStr":"3491812622453185","authorIdStr":"3491812622453185"},"content":"这到不是，我看到了机会及未来的投资方向","text":"这到不是，我看到了机会及未来的投资方向","html":"这到不是，我看到了机会及未来的投资方向"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290813071413552,"gmtCreate":1712025173531,"gmtModify":1712025174680,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>财报是什么时候？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>财报是什么时候？","text":"$小米集团-W(01810)$ 财报是什么时候？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/290813071413552","isVote":1,"tweetType":1,"viewCount":4482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"idStr":"4101528893376900","authorIdStr":"4101528893376900"},"content":"年报已经发过了，一季报估计要5月了吧","text":"年报已经发过了，一季报估计要5月了吧","html":"年报已经发过了，一季报估计要5月了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288801323499632,"gmtCreate":1711532577430,"gmtModify":1711532579660,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/5586e80b09eea611b4e85afca7365c20","width":"901","height":"280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288801323499632","isVote":1,"tweetType":1,"viewCount":1804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":288150455902320,"gmtCreate":1711374912876,"gmtModify":1711374913770,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v 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游戏都跟它有关～"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254532086788256,"gmtCreate":1703178055834,"gmtModify":1703178462168,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"魅族算屁啊？小米也还没开始呢，智能驾驶方面现在是小鹏，集度，华为三个势力","listText":"魅族算屁啊？小米也还没开始呢，智能驾驶方面现在是小鹏，集度，华为三个势力","text":"魅族算屁啊？小米也还没开始呢，智能驾驶方面现在是小鹏，集度，华为三个势力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/254532086788256","repostId":"1197580643","repostType":2,"repost":{"id":"1197580643","kind":"news","pubTimestamp":1703120711,"share":"https://www.laohu8.com/m/news/1197580643?lang=zh_CN&edition=full","pubTime":"2023-12-21 09:05","market":"us","language":"zh","title":"造车新势力迭代之年：“华小魅”抢了“蔚小理”风头","url":"https://stock-news.laohu8.com/highlight/detail?id=1197580643","media":"锌刻度","summary":"躺着卖车”的时代已经过去。","content":"<html><head></head><body><blockquote><p><strong>躺着卖车”的时代已经过去</strong></p></blockquote><p>2023年年初，在汽车行业有了一席之地的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想三家头部造车新势力都曾对2023年充满期待。</p><p>而当年关将至，重看这一年，“蔚小理”似乎来到了不同的关卡。从第三季度财报来看，当<a href=\"https://laohu8.com/S/LI\">理想汽车</a>向千亿营收规模企业的目标逼近，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”，也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。</p><p>相较于“蔚小理”，下场造车的手机厂商却在今年屡抢风头，从华为智选车扩容，到小米汽车明年上市，再到魅族启动 DreamCar 共创计划，以“华小魅”为代表的新玩家们逐渐开始找到自己的位置。</p><p>汽车3.0时代已经拉开序幕，2024年会上演什么好戏，或许我们能从过去这一年里窥得一二。</p><p><strong>“蔚小理”渐行渐远</strong></p><p>在回首新能源汽车赛道的2023年时，要从“蔚小理”在站稳脚跟后立下的“flag”说起。</p><p>2023年1月，理想汽车CEO李想在全员信中表示，理想的愿景是在2030年成为全球领先的人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>企业。他写道，2023年软件2.0的技术产品落地将在中国正式开启，在最重要的智能电动车领域，城市NOA导航辅助驾驶（不依赖高精地图）会在2023年底开始落地，“这将是软件2.0对于物理世界改造的重要起点”。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>董事长兼CEO何小鹏则表示，小鹏汽车将在2023年之后的五年持续进行高强度的研发投入。此外，何小鹏在广东省高质量发展大会上强调，“以2023年为起点，小鹏汽车会真正从中国走向全球。在未来五年，小鹏汽车将会推出5款面向全球的智能汽车。”</p><p>蔚来也不甘示弱，声称要推出代号为“阿尔卑斯”的子品牌，并声称蔚来手机将与蔚来汽车实现深度绑定。当时，蔚来被不少媒体认为，或许在2023年将是大动作最多的一家新势力。</p><p>彼时，市场普遍的共识是，互联网造车的新势力已经在2022年下半年实现了“从0到1”的突破，并将在2023年开启“从1到10”的新阶段。平安证券认为，在“从1到10”的时期内，必须在保持相对优势的前提下尽快弥补短板业务。</p><p>一年快要结束，第三季度财报是最直接的答卷，而“蔚小理”拿到的成绩单却是有人欢喜有人愁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d6e35336ae01b4b8faf29dfeb80039ba\" alt=\"图片来源：蔚来财报\" title=\"图片来源：蔚来财报\" tg-width=\"660\" tg-height=\"308\"/><span>图片来源：蔚来财报</span></p><p>利润方面，蔚来汽车第三季度净亏损为45.57亿元，同比增长10.8%，环比下降24.8%；小鹏汽车净亏损为38.9亿元，同比扩大63.6%，环比增加38.6%；理想汽车实现净利润28.1亿元，环比增加21.8%，四个季度连续盈利。</p><p>毛利率方面，蔚来汽车的毛利率为11.0%，环比提升4.8%，同比下降5.4%；小鹏汽车的毛利率跌至-6.1%，同比下滑17.7%；理想汽车的毛利率为21.1%，较去年同期提升超过9%，高于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的17.9%，与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的22.1%接近。</p><p>财报数据的背后，是从战略规划、组织架构到管理团队等多个方面的差异和困境。最明显的便是蔚来被理想弯道超车，原本是三大造车新势力中最先进入新能源汽车赛道，且销量最高的蔚来，从2022年开始便初显颓势，到了2023年更是在销量和市值上屡被理想反超。</p><p>造车十年的蔚来，似乎迎来了中年危机，尤其是在2023年秋末初冬之时传出的裁员消息，更是让外界对蔚来的未来不免担忧。而在年初被赋予厚望的“阿尔卑斯”也同样被曝不再是独立项目。</p><p>至于小鹏，从年初开始便变动诸多，比如在1月就正式宣布，原<a href=\"https://laohu8.com/S/601633\">长城汽车</a>总经理王凤英出任总裁，将全面负责该公司的产品规划、产品矩阵以及销售体系。而小鹏汽车的变革调整也初见成效，截至11月末小鹏汽车2023年累计交付量达121486辆，虽然没有达到年初20万辆的目标，但前11个月已经超2022年全年累计交付量。不过，和蔚来一样，亏损仍然是两兄弟的老大难问题。</p><p>如果说曾经的“蔚小理”是在一轮轮淘汰赛中你追我赶，齐头并进，那2023年的赛局显然有所不同，当理想率先盈利，掉队的小鹏和蔚来，又要如何自寻出路？</p><p><strong>“华小魅”各藏野心</strong></p><p>当“蔚小理”渐行渐远，“华小魅”却在2023年频频亮相。手机厂商对汽车赛道的热情在近两年不断增加，而华为、魅族、小米、VIVO等都通过各类形式将业务延伸到汽车领域。其中，用星纪魅族集团董事长兼CEO沈子瑜在接受中国新闻周刊采访时的话来说，“目前华为、星纪魅族、小米打造的三个OS体系，代表了汽车3.0时代的玩家。”</p><p>要说风头无两的，自然还是华为。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac5e5712fd609328094f6c62cfd58cae\" alt=\"图片来源：华为官网\" title=\"图片来源：华为官网\" tg-width=\"1080\" tg-height=\"516\"/><span>图片来源：华为官网</span></p><p>尽管并没有“亲自造车”，但华为通过零部件Tier 1模式、HI模式、鸿蒙智行模式与车企合作，在新能源汽车赛道上可以说是存在感无处不在，今年不少爆款的“含华量”极高。</p><p>根据余承东在发布会上公布的数据，自9月12日上市，华为与<a href=\"https://laohu8.com/S/601127\">赛力斯</a>合作的问界新M7大定已突破10万单；奇瑞合作的智界系列也交出不错的成绩，其中智界S7在11月底时预订量就已突破2万。除此之外，华为智能汽车解决方案BU董事长余承东表示，华为已向赛力斯、奇瑞、江淮、北汽发出股权开放邀请，并希望中国一汽集团加入。</p><p>而魅族多少有点想抄华为这一“课代表”作业的意思。在11月的最后一天，星纪魅族董事长、CEO沈子瑜站在台前借用史蒂夫·乔布斯“One more thing”名言，宣布为魅友们打造一款专属的DreamCar MX时，高喊的口号是：“魅族造车不会输给华为。”</p><p>一个背景是，据投资界，今年3月，星纪魅族集团成立时，便已确立手机+XR+智能汽车业务路线。今年6月，<a href=\"https://laohu8.com/S/PSNY\">极星汽车</a>总部宣布极星与星纪魅族成立合资公司时，吉利控股集团董事长李书福拍着沈子瑜的肩膀，说:”现在你可以造车了。”</p><p>于是，魅族与星纪时代合并后推出了专门适配车机系统的Flyme Auto，并搭载于领克08——上市54天销量超1.2万台。据称最新发布的FlymeLink还将搭载于领克06EM-P和领克09。</p><p>不过，相较于华为而言，魅族在造车赛道上的话语权还是明显弱了一筹，这一点，从销量上也可看得出。</p><p>值得一提的是，“华小魅”中真正下场造车的还是小米。                                        </p><p>小米创始人雷军在公开演讲中表示，汽车战略的重要性不言而喻，他亲自负责造车业务，并称要“押上人生全部的声誉”。据媒体报道，小米首款汽车已于在亦庄工厂进入生产线验证的第五个阶段（PT5）。而小米目前已规划好了三款汽车，将陆续在未来三年内发布。</p><p>而最近的消息是，继10月将“手机×AloT”升级为“人车家全生态”并发布全新操作系统“小米澎湃OS”后，11月15日，小米汽车在工信部公布的第377批《道路机动车辆生产企业及产品公告》新产品公示文件中亮相。按照小米的官方说法，小米汽车将于明年上半年量产，将搭载澎湃OS系统，与小米手机等其他智能产品形成一个生态。</p><p>可以说，相较于“蔚小理”，目前“华小魅”仍属于新能源汽车赛道的初生牛犊，各有各的野心。</p><p><strong>铁打的战场，流水的新势力</strong></p><p>不可否认的是，新能源汽车的市场前景不容小觑。</p><p>根据乘联会的预测，今年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>乘用车的销量将达到850万辆，而狭义乘用车销量预计为2350万辆，年度新能源车渗透率有望达到36%。观察近期的市场运行状态，乘联会认为我国全年新能源汽车销量将超过去年。</p><p>而根据中国汽车工业协会数据，1-11月，我国新能源汽车产销分别完成842.6万辆和830.4万辆，同比分别增长34.5%和36.7%，市场占有率达到30.8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/55931501db9f4d27267d7c3f3254f3e0\" alt=\"中汽协会数据\" title=\"中汽协会数据\" tg-width=\"903\" tg-height=\"496\"/><span>中汽协会数据</span></p><p>尤其是根据历年趋势，12月的汽车销量通常高于11月，今年12月的汽车市场有望持续走强，甚至可能超过去年，创下新高。中国汽车流通协会预测，2023年全年国内乘用车零售量有望接近2200万辆，保守估计为2170万辆，同比有望实现5%的增长。在这一过程中，新能源汽车市场将成为年末市场增长的主要支撑力量。</p><p>这一赛道形势向好，但铁打的战场，流水的新势力。</p><p>12月刚开始，各家新能源车企便纷纷秀出了销量。新势力的头部依旧是“蔚小理”，理想再次破4万辆目标线；小鹏破2万辆,已连续两月超过蔚来排第二；蔚来1.59万辆，销量相比10月略有下滑。</p><p>但正如上文所述，不容忽视的是，以“华小魅”为代表的新一代新势力正崭露头角，“蔚小理”显然也并非高枕无忧。举例来看，理想ONE曾是唯一一款6座中大型SUV，但现在华为和赛力斯加持的问界M7都是理想汽车的头号对手。</p><p>可以预想的是，“躺着卖车”的时代已经过去，2024年两代新势力的竞争将更为明显，大浪淘沙后谁能率先上岸？让我们拭目以待。</p></body></html>","source":"lsy1568158634801","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>造车新势力迭代之年：“华小魅”抢了“蔚小理”风头</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造车新势力迭代之年：“华小魅”抢了“蔚小理”风头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 09:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>躺着卖车”的时代已经过去2023年年初，在汽车行业有了一席之地的蔚来、小鹏、理想三家头部造车新势力都曾对2023年充满期待。而当年关将至，重看这一年，“蔚小理”似乎来到了不同的关卡。从第三季度财报来看，当理想汽车向千亿营收规模企业的目标逼近，蔚来和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”，也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。相较于“蔚小理”，下场造车的手机厂商却在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw\">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/e6df47bce63f8364110f28f34f8997bf","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来","LI":"理想汽车"},"source_url":"https://mp.weixin.qq.com/s/GjG-rpe-CE4rkZuoOccfxw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197580643","content_text":"躺着卖车”的时代已经过去2023年年初，在汽车行业有了一席之地的蔚来、小鹏、理想三家头部造车新势力都曾对2023年充满期待。而当年关将至，重看这一年，“蔚小理”似乎来到了不同的关卡。从第三季度财报来看，当理想汽车向千亿营收规模企业的目标逼近，蔚来和小鹏却仍然困于亏损压力。而当初被蔚来赋予厚望的“阿尔卑斯”，也在入冬之前被曝不再是独立项目,部分岗位相应被裁减。相较于“蔚小理”，下场造车的手机厂商却在今年屡抢风头，从华为智选车扩容，到小米汽车明年上市，再到魅族启动 DreamCar 共创计划，以“华小魅”为代表的新玩家们逐渐开始找到自己的位置。汽车3.0时代已经拉开序幕，2024年会上演什么好戏，或许我们能从过去这一年里窥得一二。“蔚小理”渐行渐远在回首新能源汽车赛道的2023年时，要从“蔚小理”在站稳脚跟后立下的“flag”说起。2023年1月，理想汽车CEO李想在全员信中表示，理想的愿景是在2030年成为全球领先的人工智能企业。他写道，2023年软件2.0的技术产品落地将在中国正式开启，在最重要的智能电动车领域，城市NOA导航辅助驾驶（不依赖高精地图）会在2023年底开始落地，“这将是软件2.0对于物理世界改造的重要起点”。小鹏汽车董事长兼CEO何小鹏则表示，小鹏汽车将在2023年之后的五年持续进行高强度的研发投入。此外，何小鹏在广东省高质量发展大会上强调，“以2023年为起点，小鹏汽车会真正从中国走向全球。在未来五年，小鹏汽车将会推出5款面向全球的智能汽车。”蔚来也不甘示弱，声称要推出代号为“阿尔卑斯”的子品牌，并声称蔚来手机将与蔚来汽车实现深度绑定。当时，蔚来被不少媒体认为，或许在2023年将是大动作最多的一家新势力。彼时，市场普遍的共识是，互联网造车的新势力已经在2022年下半年实现了“从0到1”的突破，并将在2023年开启“从1到10”的新阶段。平安证券认为，在“从1到10”的时期内，必须在保持相对优势的前提下尽快弥补短板业务。一年快要结束，第三季度财报是最直接的答卷，而“蔚小理”拿到的成绩单却是有人欢喜有人愁。图片来源：蔚来财报利润方面，蔚来汽车第三季度净亏损为45.57亿元，同比增长10.8%，环比下降24.8%；小鹏汽车净亏损为38.9亿元，同比扩大63.6%，环比增加38.6%；理想汽车实现净利润28.1亿元，环比增加21.8%，四个季度连续盈利。毛利率方面，蔚来汽车的毛利率为11.0%，环比提升4.8%，同比下降5.4%；小鹏汽车的毛利率跌至-6.1%，同比下滑17.7%；理想汽车的毛利率为21.1%，较去年同期提升超过9%，高于特斯拉的17.9%，与比亚迪的22.1%接近。财报数据的背后，是从战略规划、组织架构到管理团队等多个方面的差异和困境。最明显的便是蔚来被理想弯道超车，原本是三大造车新势力中最先进入新能源汽车赛道，且销量最高的蔚来，从2022年开始便初显颓势，到了2023年更是在销量和市值上屡被理想反超。造车十年的蔚来，似乎迎来了中年危机，尤其是在2023年秋末初冬之时传出的裁员消息，更是让外界对蔚来的未来不免担忧。而在年初被赋予厚望的“阿尔卑斯”也同样被曝不再是独立项目。至于小鹏，从年初开始便变动诸多，比如在1月就正式宣布，原长城汽车总经理王凤英出任总裁，将全面负责该公司的产品规划、产品矩阵以及销售体系。而小鹏汽车的变革调整也初见成效，截至11月末小鹏汽车2023年累计交付量达121486辆，虽然没有达到年初20万辆的目标，但前11个月已经超2022年全年累计交付量。不过，和蔚来一样，亏损仍然是两兄弟的老大难问题。如果说曾经的“蔚小理”是在一轮轮淘汰赛中你追我赶，齐头并进，那2023年的赛局显然有所不同，当理想率先盈利，掉队的小鹏和蔚来，又要如何自寻出路？“华小魅”各藏野心当“蔚小理”渐行渐远，“华小魅”却在2023年频频亮相。手机厂商对汽车赛道的热情在近两年不断增加，而华为、魅族、小米、VIVO等都通过各类形式将业务延伸到汽车领域。其中，用星纪魅族集团董事长兼CEO沈子瑜在接受中国新闻周刊采访时的话来说，“目前华为、星纪魅族、小米打造的三个OS体系，代表了汽车3.0时代的玩家。”要说风头无两的，自然还是华为。图片来源：华为官网尽管并没有“亲自造车”，但华为通过零部件Tier 1模式、HI模式、鸿蒙智行模式与车企合作，在新能源汽车赛道上可以说是存在感无处不在，今年不少爆款的“含华量”极高。根据余承东在发布会上公布的数据，自9月12日上市，华为与赛力斯合作的问界新M7大定已突破10万单；奇瑞合作的智界系列也交出不错的成绩，其中智界S7在11月底时预订量就已突破2万。除此之外，华为智能汽车解决方案BU董事长余承东表示，华为已向赛力斯、奇瑞、江淮、北汽发出股权开放邀请，并希望中国一汽集团加入。而魅族多少有点想抄华为这一“课代表”作业的意思。在11月的最后一天，星纪魅族董事长、CEO沈子瑜站在台前借用史蒂夫·乔布斯“One more thing”名言，宣布为魅友们打造一款专属的DreamCar MX时，高喊的口号是：“魅族造车不会输给华为。”一个背景是，据投资界，今年3月，星纪魅族集团成立时，便已确立手机+XR+智能汽车业务路线。今年6月，极星汽车总部宣布极星与星纪魅族成立合资公司时，吉利控股集团董事长李书福拍着沈子瑜的肩膀，说:”现在你可以造车了。”于是，魅族与星纪时代合并后推出了专门适配车机系统的Flyme Auto，并搭载于领克08——上市54天销量超1.2万台。据称最新发布的FlymeLink还将搭载于领克06EM-P和领克09。不过，相较于华为而言，魅族在造车赛道上的话语权还是明显弱了一筹，这一点，从销量上也可看得出。值得一提的是，“华小魅”中真正下场造车的还是小米。                                        小米创始人雷军在公开演讲中表示，汽车战略的重要性不言而喻，他亲自负责造车业务，并称要“押上人生全部的声誉”。据媒体报道，小米首款汽车已于在亦庄工厂进入生产线验证的第五个阶段（PT5）。而小米目前已规划好了三款汽车，将陆续在未来三年内发布。而最近的消息是，继10月将“手机×AloT”升级为“人车家全生态”并发布全新操作系统“小米澎湃OS”后，11月15日，小米汽车在工信部公布的第377批《道路机动车辆生产企业及产品公告》新产品公示文件中亮相。按照小米的官方说法，小米汽车将于明年上半年量产，将搭载澎湃OS系统，与小米手机等其他智能产品形成一个生态。可以说，相较于“蔚小理”，目前“华小魅”仍属于新能源汽车赛道的初生牛犊，各有各的野心。铁打的战场，流水的新势力不可否认的是，新能源汽车的市场前景不容小觑。根据乘联会的预测，今年我国新能源乘用车的销量将达到850万辆，而狭义乘用车销量预计为2350万辆，年度新能源车渗透率有望达到36%。观察近期的市场运行状态，乘联会认为我国全年新能源汽车销量将超过去年。而根据中国汽车工业协会数据，1-11月，我国新能源汽车产销分别完成842.6万辆和830.4万辆，同比分别增长34.5%和36.7%，市场占有率达到30.8%。中汽协会数据尤其是根据历年趋势，12月的汽车销量通常高于11月，今年12月的汽车市场有望持续走强，甚至可能超过去年，创下新高。中国汽车流通协会预测，2023年全年国内乘用车零售量有望接近2200万辆，保守估计为2170万辆，同比有望实现5%的增长。在这一过程中，新能源汽车市场将成为年末市场增长的主要支撑力量。这一赛道形势向好，但铁打的战场，流水的新势力。12月刚开始，各家新能源车企便纷纷秀出了销量。新势力的头部依旧是“蔚小理”，理想再次破4万辆目标线；小鹏破2万辆,已连续两月超过蔚来排第二；蔚来1.59万辆，销量相比10月略有下滑。但正如上文所述，不容忽视的是，以“华小魅”为代表的新一代新势力正崭露头角，“蔚小理”显然也并非高枕无忧。举例来看，理想ONE曾是唯一一款6座中大型SUV，但现在华为和赛力斯加持的问界M7都是理想汽车的头号对手。可以预想的是，“躺着卖车”的时代已经过去，2024年两代新势力的竞争将更为明显，大浪淘沙后谁能率先上岸？让我们拭目以待。","news_type":1,"symbols_score_info":{"XPEV":1.1,"LI":1.1,"NIO":1.1}},"isVote":1,"tweetType":1,"viewCount":3376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501104289505333","authorId":"3501104289505333","name":"股神小挠虎","avatar":"https://static.tigerbbs.com/d0829d4874f6c31d075ddf111ba172fb","crmLevel":5,"crmLevelSwitch":0,"idStr":"3501104289505333","authorIdStr":"3501104289505333"},"content":"极度？算个鸟","text":"极度？算个鸟","html":"极度？算个鸟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481394373481008,"gmtCreate":1758551608438,"gmtModify":1758551611333,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"一亿人锁单，这是人话吗？？？","listText":"一亿人锁单，这是人话吗？？？","text":"一亿人锁单，这是人话吗？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/481394373481008","isVote":1,"tweetType":1,"viewCount":1112,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541563027012124","authorId":"3541563027012124","name":"劳巴","avatar":"https://static.tigerbbs.com/82212a720d2b8886158c17b037c99283","crmLevel":1,"crmLevelSwitch":0,"idStr":"3541563027012124","authorIdStr":"3541563027012124"},"content":"又不是说自己，行业乱象心知肚明的事","text":"又不是说自己，行业乱象心知肚明的事","html":"又不是说自己，行业乱象心知肚明的事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204625229934864,"gmtCreate":1690988736687,"gmtModify":1690990310255,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a 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真TM奇葩，别人都跌你开始涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/204625229934864","isVote":1,"tweetType":1,"viewCount":2714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"Tilray兼并了HEXO后开始大涨，少了个敌人","text":"Tilray兼并了HEXO后开始大涨，少了个敌人","html":"Tilray兼并了HEXO后开始大涨，少了个敌人"},{"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","crmLevel":5,"crmLevelSwitch":1,"idStr":"3444732750101190","authorIdStr":"3444732750101190"},"content":"今天盘后暴涨16%，没搞明白前方怎么了！","text":"今天盘后暴涨16%，没搞明白前方怎么了！","html":"今天盘后暴涨16%，没搞明白前方怎么了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235123027632152,"gmtCreate":1698425076701,"gmtModify":1698425077724,"author":{"id":"3494370642687637","authorId":"3494370642687637","name":"sala001","avatar":"https://static.tigerbbs.com/39f4f51705fcf3a337ac5be0fecf9986","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3494370642687637","authorIdStr":"3494370642687637"},"themes":[],"htmlText":"<a 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