大宝二宝麻麻的个人主页 - 老虎社区

大宝二宝麻麻

大宝二宝麻麻

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IP属地：北京

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大宝二宝麻麻

06-11

2季度末了，期待拐点

美股异动 | 蔚来(NIO.US)涨逾4% 李斌：预计公司二季度迎来业务拐点

大宝二宝麻麻

06-04

$小米集团-W(01810)$ 我30年造车没成功，小米3年造成了。小米的成功不是偶然。[龇牙]

苹果造车10年干不成小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然

大宝二宝麻麻

06-04

2季度不会差，这波汽车下乡，蔚来有4款车

蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台

大宝二宝麻麻

06-03

小米啊，伤透了心，一买就跌，一卖就涨

大宝二宝麻麻

06-03

加油，小米

抱歉，原内容已删除

大宝二宝麻麻

06-02

加油吧小米，好好做产品，严把质量关。希望有天我能成为小米车主，更希望我能吹一下“我买小米汽车的钱，是通过买小米股票赚来的[666] ”

抱歉，原内容已删除

大宝二宝麻麻

05-30

为什么不叫京红计划。京红比红京好听[开心]

抱歉，原内容已删除

大宝二宝麻麻

05-28

买入

大宝二宝麻麻

05-27

136上车的，跌惨了[开心]

千亿美元市值蒸发！京东美团“外卖大战”的代价

大宝二宝麻麻

05-22

Replying to @鹿鼎公韦小宝:一上午没涨 [捂脸]//@鹿鼎公韦小宝:明天发布会，将迎来史诗级大涨

大宝二宝麻麻

04-29

换电有未来，看好蔚来

大宝二宝麻麻

04-15

$小米集团-W(01810)$ 今天新能源集体飘绿，建个仓，看下形势。会不会一直绿下去[捂脸]

去老虎APP查看更多动态

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href=http://www.zhitongcaijing.com/content/detail/1303678.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周二，蔚来(NIO.US)涨逾4%，报3.75美元。消息面上，蔚来汽车CEO李斌在最新财报会议上透露，乐道品牌即将推出两款全新SUV车型，进一步扩充产品矩阵。据悉，定位三排大空间SUV的乐道L90计划于三季度上市，而主打大五座布局的乐道L80则将在四季度推向市场。李斌强调，这两款车型都将聚焦家用市场，有望成为细分市场的标杆产品。此外，李斌预计，蔚来将在今年二季度迎来业务拐点，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1303678.html\">Web 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小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然","url":"https://stock-news.laohu8.com/highlight/detail?id=2540706960","media":"快科技","summary":"尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。上个月，我们发布了小米汽车第二款重磅产品，定位于豪华高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。YU7技术发布后，用户反馈传递出了非常积极的信息。","content":"<html><body><article><p>快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>对比。</p><p><strong>尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OY2OCzhP_QO3qHIbLZQ1HKjUZaUeynerjh5JAtLkBf-isAA/0\"/><p>雷军今天在小米2025投资者大会上回应了这个问题：“<strong>苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。</strong></p><p>但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。</p><p>为什么最后他们放弃造车，准确原因我并不了解，外部的报道，不能作为一个准确的参考。”</p><p><strong>雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OAs9xxQ8q5WDrrKGUmxoppt-FrzUjBqSYeIDgSjuSASugAA/0\"/><p>雷军称，总的来说可以归纳成三点。原文如下：</p><p><strong>第一，全力以赴。</strong></p><p><strong>首先，小米造车是创始人亲自带队，</strong>这可以保证汽车业务有强大的战略定力和资源协调能力。我曾经在多个场合讲过，先悄悄干，干成了就成了，干不成了就算没干过。但造车，我们开了一场发布会，上千万人在看，通过这场发布会，向内部、向合作伙伴、向市场表态：我们会全力以赴。当时我想了三个月，下了决心，亲自带队。我也特别感谢我们的董事会、管理层和股东大会的支持，在当初决定造车的时候，我们直接承诺650亿投资。这个承诺也能让我们整个团队心无旁骛，走正确的路径，做正确的事情，避免了任何短期行为和所有干扰。</p><p><strong>还有，造车四年多以来，全集团上下一心、利益一致，形成了非常强大的战斗力。</strong>汽车业务百分百是小米上市公司的，小米汽车利益跟集团所有股东利益高度一致，汽车的成功也不仅仅是汽车部的成功，是我们整个集团上下一心的成功。我们在战略上摆出了“置之死地而后生”的决心。</p><p><strong>第二，敬畏之心。</strong></p><p>我深知汽车工业极为复杂，难度非常之高。<strong>无论我们在过去有什么样的积累、经验、人才，进入到如此大的行业中，我们一定要充满敬畏之心。</strong>敬畏汽车工业，我们的战略理念就是要守正出奇，以正为主，尊重行业发展规律，才能踏踏实实把车造好，要在机械架构、智能化、电动化这三个维度上，向所有行业先进者学习。</p><p>我们旗帜鲜明地提出对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和保时捷，这两家公司在不同领域里，都是世界巅峰水平。我们跟他们比较，刚开始可能差距很大，但只要我们敢比，就是走在赢的路上。每天我们进步一点点，但我们进步的速度非常快。四年前，我们就是抱着这样的决心，认真拆解、认真学习，在每一个领域严格要求自己。尤其，我特别想说的是，汽车的质量、安全标准都很高，汽车消费者对价值、价格的要求也很高，所以，我们一开始，就已经定了很高的标准。大家也能看到，正是这样的高标准，才能为大家造出一辆好车。</p><p><strong>第三，小米汽车初战告捷，本质上是小米模式和小米方法论的伟大成功。</strong></p><p>很多人都会觉得这是一句套话。但我想，如果大家真的去了解一下，就会深刻理解这句话背后的含义。小米一开始敢只做一款车，而且第一款车，就成为了行业的爆款，这就是我们对小米模式和小米方法论的自信。进入汽车行业，我发现很多家一年做几十款车，这本身就是在赌。为什么我们不能用“8倍镜”去瞄准？<strong>小米方法论、爆品模式、新零售模式和高端产品方法论，用到汽车业务上，让我们的准确率大幅提升。</strong>这也更加验证了，这一系列成功经验在不同的领域都能取得成功。</p><p>上个月，我们发布了小米汽车第二款重磅产品，定位于<a href=\"https://laohu8.com/S/DLX\">豪华</a>高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。</p><p>有了SU7的成功经验，强大的产品力是我们自信的来源。超长续航、小米天际屏全景显示、700TOPS算力的Thor芯片、激光雷达、连续阻尼可变减振器等等一系列豪华配置，在YU7上，都是全系标配！YU7技术发布后，用户反馈传递出了非常积极的信息。我们统计了截止到发布会后三天的数据，YU7留资用户数是SU7技术发布同期的3倍。<strong>尤其是，这里面有超过60%的留资用户，是首次留资；有超过40%的留资用户，从来没使用过小米产品。这意味着相比SU7，YU7更加出圈，赢得了更多的青睐和期待。</strong></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>苹果造车10年干不成 小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然</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苹果造车10年干不成 小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 00:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的苹果对比。尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军今天在小米2025投资者大会上回应了这个问题：“苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。为什么最后他们...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1575":"同股不同权","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540706960","content_text":"快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的苹果对比。尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军今天在小米2025投资者大会上回应了这个问题：“苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。为什么最后他们放弃造车，准确原因我并不了解，外部的报道，不能作为一个准确的参考。”雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。雷军称，总的来说可以归纳成三点。原文如下：第一，全力以赴。首先，小米造车是创始人亲自带队，这可以保证汽车业务有强大的战略定力和资源协调能力。我曾经在多个场合讲过，先悄悄干，干成了就成了，干不成了就算没干过。但造车，我们开了一场发布会，上千万人在看，通过这场发布会，向内部、向合作伙伴、向市场表态：我们会全力以赴。当时我想了三个月，下了决心，亲自带队。我也特别感谢我们的董事会、管理层和股东大会的支持，在当初决定造车的时候，我们直接承诺650亿投资。这个承诺也能让我们整个团队心无旁骛，走正确的路径，做正确的事情，避免了任何短期行为和所有干扰。还有，造车四年多以来，全集团上下一心、利益一致，形成了非常强大的战斗力。汽车业务百分百是小米上市公司的，小米汽车利益跟集团所有股东利益高度一致，汽车的成功也不仅仅是汽车部的成功，是我们整个集团上下一心的成功。我们在战略上摆出了“置之死地而后生”的决心。第二，敬畏之心。我深知汽车工业极为复杂，难度非常之高。无论我们在过去有什么样的积累、经验、人才，进入到如此大的行业中，我们一定要充满敬畏之心。敬畏汽车工业，我们的战略理念就是要守正出奇，以正为主，尊重行业发展规律，才能踏踏实实把车造好，要在机械架构、智能化、电动化这三个维度上，向所有行业先进者学习。我们旗帜鲜明地提出对标特斯拉和保时捷，这两家公司在不同领域里，都是世界巅峰水平。我们跟他们比较，刚开始可能差距很大，但只要我们敢比，就是走在赢的路上。每天我们进步一点点，但我们进步的速度非常快。四年前，我们就是抱着这样的决心，认真拆解、认真学习，在每一个领域严格要求自己。尤其，我特别想说的是，汽车的质量、安全标准都很高，汽车消费者对价值、价格的要求也很高，所以，我们一开始，就已经定了很高的标准。大家也能看到，正是这样的高标准，才能为大家造出一辆好车。第三，小米汽车初战告捷，本质上是小米模式和小米方法论的伟大成功。很多人都会觉得这是一句套话。但我想，如果大家真的去了解一下，就会深刻理解这句话背后的含义。小米一开始敢只做一款车，而且第一款车，就成为了行业的爆款，这就是我们对小米模式和小米方法论的自信。进入汽车行业，我发现很多家一年做几十款车，这本身就是在赌。为什么我们不能用“8倍镜”去瞄准？小米方法论、爆品模式、新零售模式和高端产品方法论，用到汽车业务上，让我们的准确率大幅提升。这也更加验证了，这一系列成功经验在不同的领域都能取得成功。上个月，我们发布了小米汽车第二款重磅产品，定位于豪华高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。有了SU7的成功经验，强大的产品力是我们自信的来源。超长续航、小米天际屏全景显示、700TOPS算力的Thor芯片、激光雷达、连续阻尼可变减振器等等一系列豪华配置，在YU7上，都是全系标配！YU7技术发布后，用户反馈传递出了非常积极的信息。我们统计了截止到发布会后三天的数据，YU7留资用户数是SU7技术发布同期的3倍。尤其是，这里面有超过60%的留资用户，是首次留资；有超过40%的留资用户，从来没使用过小米产品。这意味着相比SU7，YU7更加出圈，赢得了更多的青睐和期待。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1,"AAPL":0.9,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442215067009576,"gmtCreate":1748985327052,"gmtModify":1749005668203,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"2季度不会差，这波汽车下乡，蔚来有4款车","listText":"2季度不会差，这波汽车下乡，蔚来有4款车","text":"2季度不会差，这波汽车下乡，蔚来有4款车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442215067009576","repostId":"1171560417","repostType":2,"repost":{"id":"1171560417","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":1748949957,"share":"https://www.laohu8.com/m/news/1171560417?lang=&edition=full","pubTime":"2025-06-03 19:25","market":"sg","language":"zh","title":"蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1171560417","media":"老虎资讯综合","summary":"一季度整车毛利率10%。","content":"<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</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 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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蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台\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\">2025-06-03 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171560417","content_text":"蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。交付情况一季度新车交付42,094台，同比增长超40%。二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。CFO：二季度蔚来品牌单车毛利率有望回到15%蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441855463060344,"gmtCreate":1748913562159,"gmtModify":1748913563946,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"小米啊，伤透了心，一买就跌，一卖就涨","listText":"小米啊，伤透了心，一买就跌，一卖就涨","text":"小米啊，伤透了心，一买就跌，一卖就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441855463060344","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441844941402240,"gmtCreate":1748910616917,"gmtModify":1748910618511,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"加油，小米","listText":"加油，小米","text":"加油，小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441844941402240","repostId":"2540767681","repostType":2,"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441543189795680,"gmtCreate":1748837316475,"gmtModify":1748837318417,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"加油吧小米，好好做产品，严把质量关。希望有天我能成为小米车主，更希望我能吹一下“我买小米汽车的钱，是 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14:55","market":"hk","language":"zh","title":"千亿美元市值蒸发！京东美团“外卖大战”的代价","url":"https://stock-news.laohu8.com/highlight/detail?id=2538431644","media":"华尔街见闻","summary":"自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值蒸发千亿美元。分析认为，京东进军外卖业务的“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。","content":"<html><head></head><body><p>“外卖大战”引千亿市值蒸发，美团<a href=\"https://laohu8.com/S/JD\">京东</a>陷价格厮杀泥潭。</p><p>据统计，<strong>自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98513500638f532bba268eb7dddb3cee\" tg-width=\"560\" tg-height=\"240\"/></p><p>据报道，在DeepSeek冲击下，<strong>市场资<a href=\"https://laohu8.com/S/002470\">金正大</a>规模向具备更强AI能力的公司转移，</strong>这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。</p><p>此外，京东采取了激进的补贴策略来推广其食品配送平台，<strong>这种“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。</strong></p><p>分析指出，这种激进的市场争夺不仅侵蚀短期利润，更可能引发持续的价格战，进一步加剧行业的不确定性。</p><p>在周二公布最新财报后，美团股价一度下跌超5%，年内累计跌幅达15%。</p><p>在昨晚举行的财报电话会上，对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团“将不惜代价赢得竞争。”</p><p>这意味着外卖平台的激烈竞争可能将继续。王兴表示，美团将继续捍卫其市场份额，现在无法给出第二季度和今年剩余时间的准确财务指引，<strong>但二季度核心本地商业收入的同比增长率将从第一季度的水平放缓，核心本地商业的经营利润在二季度将同比下降显著。</strong></p></body></html>","source":"wallstreetcn_hot_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>千亿美元市值蒸发！京东美团“外卖大战”的代价</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千亿美元市值蒸发！京东美团“外卖大战”的代价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747926><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“外卖大战”引千亿市值蒸发，美团京东陷价格厮杀泥潭。据统计，自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。据报道，在DeepSeek冲击下，市场资金正大规模向具备更强AI能力的公司转移，这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。此外，京东采取了激进的补贴策略来推广其食品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747926\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c63e17872267f05cd8ffaade174cabea","relate_stocks":{"89618":"京东集团-SWR","BK1249":"综合零售","09618":"京东集团-SW","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4579":"人工智能","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","MPNGY":"美团ADR","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","BK4122":"互联网与直销零售","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) 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href=http://www.zhitongcaijing.com/content/detail/1303678.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周二，蔚来(NIO.US)涨逾4%，报3.75美元。消息面上，蔚来汽车CEO李斌在最新财报会议上透露，乐道品牌即将推出两款全新SUV车型，进一步扩充产品矩阵。据悉，定位三排大空间SUV的乐道L90计划于三季度上市，而主打大五座布局的乐道L80则将在四季度推向市场。李斌强调，这两款车型都将聚焦家用市场，有望成为细分市场的标杆产品。此外，李斌预计，蔚来将在今年二季度迎来业务拐点，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1303678.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1303678.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2542343315","content_text":"智通财经APP获悉，周二，蔚来(NIO.US)涨逾4%，报3.75美元。消息面上，蔚来汽车CEO李斌在最新财报会议上透露，乐道品牌即将推出两款全新SUV车型，进一步扩充产品矩阵。据悉，定位三排大空间SUV的乐道L90计划于三季度上市，而主打大五座布局的乐道L80则将在四季度推向市场。李斌强调，这两款车型都将聚焦家用市场，有望成为细分市场的标杆产品。此外，李斌预计，蔚来将在今年二季度迎来业务拐点，四季度有望实现整体盈利。","news_type":1,"symbols_score_info":{"09866":1,"BITA":1,"EVS.SI":0.6,"NIO":1,"NIO.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442379193893480,"gmtCreate":1749025716502,"gmtModify":1749025717891,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"<a 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小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然","url":"https://stock-news.laohu8.com/highlight/detail?id=2540706960","media":"快科技","summary":"尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。上个月，我们发布了小米汽车第二款重磅产品，定位于豪华高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。YU7技术发布后，用户反馈传递出了非常积极的信息。","content":"<html><body><article><p>快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>对比。</p><p><strong>尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OY2OCzhP_QO3qHIbLZQ1HKjUZaUeynerjh5JAtLkBf-isAA/0\"/><p>雷军今天在小米2025投资者大会上回应了这个问题：“<strong>苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。</strong></p><p>但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。</p><p>为什么最后他们放弃造车，准确原因我并不了解，外部的报道，不能作为一个准确的参考。”</p><p><strong>雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。</strong></p><img src=\"https://inews.gtimg.com/om_bt/OAs9xxQ8q5WDrrKGUmxoppt-FrzUjBqSYeIDgSjuSASugAA/0\"/><p>雷军称，总的来说可以归纳成三点。原文如下：</p><p><strong>第一，全力以赴。</strong></p><p><strong>首先，小米造车是创始人亲自带队，</strong>这可以保证汽车业务有强大的战略定力和资源协调能力。我曾经在多个场合讲过，先悄悄干，干成了就成了，干不成了就算没干过。但造车，我们开了一场发布会，上千万人在看，通过这场发布会，向内部、向合作伙伴、向市场表态：我们会全力以赴。当时我想了三个月，下了决心，亲自带队。我也特别感谢我们的董事会、管理层和股东大会的支持，在当初决定造车的时候，我们直接承诺650亿投资。这个承诺也能让我们整个团队心无旁骛，走正确的路径，做正确的事情，避免了任何短期行为和所有干扰。</p><p><strong>还有，造车四年多以来，全集团上下一心、利益一致，形成了非常强大的战斗力。</strong>汽车业务百分百是小米上市公司的，小米汽车利益跟集团所有股东利益高度一致，汽车的成功也不仅仅是汽车部的成功，是我们整个集团上下一心的成功。我们在战略上摆出了“置之死地而后生”的决心。</p><p><strong>第二，敬畏之心。</strong></p><p>我深知汽车工业极为复杂，难度非常之高。<strong>无论我们在过去有什么样的积累、经验、人才，进入到如此大的行业中，我们一定要充满敬畏之心。</strong>敬畏汽车工业，我们的战略理念就是要守正出奇，以正为主，尊重行业发展规律，才能踏踏实实把车造好，要在机械架构、智能化、电动化这三个维度上，向所有行业先进者学习。</p><p>我们旗帜鲜明地提出对标<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和保时捷，这两家公司在不同领域里，都是世界巅峰水平。我们跟他们比较，刚开始可能差距很大，但只要我们敢比，就是走在赢的路上。每天我们进步一点点，但我们进步的速度非常快。四年前，我们就是抱着这样的决心，认真拆解、认真学习，在每一个领域严格要求自己。尤其，我特别想说的是，汽车的质量、安全标准都很高，汽车消费者对价值、价格的要求也很高，所以，我们一开始，就已经定了很高的标准。大家也能看到，正是这样的高标准，才能为大家造出一辆好车。</p><p><strong>第三，小米汽车初战告捷，本质上是小米模式和小米方法论的伟大成功。</strong></p><p>很多人都会觉得这是一句套话。但我想，如果大家真的去了解一下，就会深刻理解这句话背后的含义。小米一开始敢只做一款车，而且第一款车，就成为了行业的爆款，这就是我们对小米模式和小米方法论的自信。进入汽车行业，我发现很多家一年做几十款车，这本身就是在赌。为什么我们不能用“8倍镜”去瞄准？<strong>小米方法论、爆品模式、新零售模式和高端产品方法论，用到汽车业务上，让我们的准确率大幅提升。</strong>这也更加验证了，这一系列成功经验在不同的领域都能取得成功。</p><p>上个月，我们发布了小米汽车第二款重磅产品，定位于<a href=\"https://laohu8.com/S/DLX\">豪华</a>高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。</p><p>有了SU7的成功经验，强大的产品力是我们自信的来源。超长续航、小米天际屏全景显示、700TOPS算力的Thor芯片、激光雷达、连续阻尼可变减振器等等一系列豪华配置，在YU7上，都是全系标配！YU7技术发布后，用户反馈传递出了非常积极的信息。我们统计了截止到发布会后三天的数据，YU7留资用户数是SU7技术发布同期的3倍。<strong>尤其是，这里面有超过60%的留资用户，是首次留资；有超过40%的留资用户，从来没使用过小米产品。这意味着相比SU7，YU7更加出圈，赢得了更多的青睐和期待。</strong></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>苹果造车10年干不成 小米3年多就能成！雷军揭秘原因：SU7的成功不是偶然</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的苹果对比。尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军今天在小米2025投资者大会上回应了这个问题：“苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。为什么最后他们...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","XIACY":"小米集团ADR","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","BK1575":"同股不同权","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604010046a6f8f03e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540706960","content_text":"快科技6月3日消息，自从小米SU7发布以后，很多人都在拿同为手机厂商跨界造车的苹果对比。尤其是SU7大卖之后，“苹果造车10年干不成小米3年多就能成”的话题更是讨论都非常高。雷军今天在小米2025投资者大会上回应了这个问题：“苹果造车，到这个时间点，为啥干不成？说实话，我也不知道。但是，苹果一定是我们这个星球上最伟大的公司之一，也是我们小米创办十五年以来，一直潜心学习、对标的对象。为什么最后他们放弃造车，准确原因我并不了解，外部的报道，不能作为一个准确的参考。”雷军主要谈到了小米如何三年是怎么做成的，他表示SU7的成功不是偶然，小米造车的成功经验会在未来每一款车上得到应验。雷军称，总的来说可以归纳成三点。原文如下：第一，全力以赴。首先，小米造车是创始人亲自带队，这可以保证汽车业务有强大的战略定力和资源协调能力。我曾经在多个场合讲过，先悄悄干，干成了就成了，干不成了就算没干过。但造车，我们开了一场发布会，上千万人在看，通过这场发布会，向内部、向合作伙伴、向市场表态：我们会全力以赴。当时我想了三个月，下了决心，亲自带队。我也特别感谢我们的董事会、管理层和股东大会的支持，在当初决定造车的时候，我们直接承诺650亿投资。这个承诺也能让我们整个团队心无旁骛，走正确的路径，做正确的事情，避免了任何短期行为和所有干扰。还有，造车四年多以来，全集团上下一心、利益一致，形成了非常强大的战斗力。汽车业务百分百是小米上市公司的，小米汽车利益跟集团所有股东利益高度一致，汽车的成功也不仅仅是汽车部的成功，是我们整个集团上下一心的成功。我们在战略上摆出了“置之死地而后生”的决心。第二，敬畏之心。我深知汽车工业极为复杂，难度非常之高。无论我们在过去有什么样的积累、经验、人才，进入到如此大的行业中，我们一定要充满敬畏之心。敬畏汽车工业，我们的战略理念就是要守正出奇，以正为主，尊重行业发展规律，才能踏踏实实把车造好，要在机械架构、智能化、电动化这三个维度上，向所有行业先进者学习。我们旗帜鲜明地提出对标特斯拉和保时捷，这两家公司在不同领域里，都是世界巅峰水平。我们跟他们比较，刚开始可能差距很大，但只要我们敢比，就是走在赢的路上。每天我们进步一点点，但我们进步的速度非常快。四年前，我们就是抱着这样的决心，认真拆解、认真学习，在每一个领域严格要求自己。尤其，我特别想说的是，汽车的质量、安全标准都很高，汽车消费者对价值、价格的要求也很高，所以，我们一开始，就已经定了很高的标准。大家也能看到，正是这样的高标准，才能为大家造出一辆好车。第三，小米汽车初战告捷，本质上是小米模式和小米方法论的伟大成功。很多人都会觉得这是一句套话。但我想，如果大家真的去了解一下，就会深刻理解这句话背后的含义。小米一开始敢只做一款车，而且第一款车，就成为了行业的爆款，这就是我们对小米模式和小米方法论的自信。进入汽车行业，我发现很多家一年做几十款车，这本身就是在赌。为什么我们不能用“8倍镜”去瞄准？小米方法论、爆品模式、新零售模式和高端产品方法论，用到汽车业务上，让我们的准确率大幅提升。这也更加验证了，这一系列成功经验在不同的领域都能取得成功。上个月，我们发布了小米汽车第二款重磅产品，定位于豪华高性能SUV的——YU7。当下，很多投资者都非常关注，小米SUV能否复制SU7的成功，能不能赢得更好的成绩。有了SU7的成功经验，强大的产品力是我们自信的来源。超长续航、小米天际屏全景显示、700TOPS算力的Thor芯片、激光雷达、连续阻尼可变减振器等等一系列豪华配置，在YU7上，都是全系标配！YU7技术发布后，用户反馈传递出了非常积极的信息。我们统计了截止到发布会后三天的数据，YU7留资用户数是SU7技术发布同期的3倍。尤其是，这里面有超过60%的留资用户，是首次留资；有超过40%的留资用户，从来没使用过小米产品。这意味着相比SU7，YU7更加出圈，赢得了更多的青睐和期待。","news_type":1,"symbols_score_info":{"81810":0.9,"01810":1,"AAPL":0.9,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442215067009576,"gmtCreate":1748985327052,"gmtModify":1749005668203,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"2季度不会差，这波汽车下乡，蔚来有4款车","listText":"2季度不会差，这波汽车下乡，蔚来有4款车","text":"2季度不会差，这波汽车下乡，蔚来有4款车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442215067009576","repostId":"1171560417","repostType":2,"repost":{"id":"1171560417","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":1748949957,"share":"https://www.laohu8.com/m/news/1171560417?lang=&edition=full","pubTime":"2025-06-03 19:25","market":"sg","language":"zh","title":"蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1171560417","media":"老虎资讯综合","summary":"一季度整车毛利率10%。","content":"<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</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 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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蔚来一季度营收120.35亿元，同比增长21.5%，新车交付4.2万台\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\">2025-06-03 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。</p><p>一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台，同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。</p><p><strong>CFO：二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来","NIO.SI":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171560417","content_text":"蔚来2025年一季度营收120.35亿元人民币，同比增长21.5%。市场预估123.5亿元。一季度净亏损67.5亿元，同比增长30.2%，环比下降5.1%。一季度毛利率7.6%，同比提升2.7个百分点，环比下降4.1个百分点。整车毛利率为10%。公司预计二季度营收195.1亿元-200.7亿元，市场预估为195.8亿元。交付情况一季度新车交付42,094台，同比增长超40%。二季度交付指引7.2万至7.5万台，二季度交付预计环比大增71%-78%。CFO：二季度蔚来品牌单车毛利率有望回到15%蔚来首席财务官曲玉在2025年第一季度财报电话会上表示，二季度随着新ES6、EC6、ET5、ET5T的上市，新车成交价格有所回升。加上自研芯片上车，会给单车成本带来1万元左右的成本优化。综合因素叠加，二季度蔚来品牌单车毛利率有望会回到15%。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441855463060344,"gmtCreate":1748913562159,"gmtModify":1748913563946,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"小米啊，伤透了心，一买就跌，一卖就涨","listText":"小米啊，伤透了心，一买就跌，一卖就涨","text":"小米啊，伤透了心，一买就跌，一卖就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441855463060344","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441844941402240,"gmtCreate":1748910616917,"gmtModify":1748910618511,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"加油，小米","listText":"加油，小米","text":"加油，小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441844941402240","repostId":"2540767681","repostType":2,"repost":{"id":"2540767681","kind":"news","pubTimestamp":1748862752,"share":"https://www.laohu8.com/m/news/2540767681?lang=&edition=full","pubTime":"2025-06-02 19:12","market":"hk","language":"zh","title":"雷军：小米YU7已陆续到店。","url":"https://stock-news.laohu8.com/highlight/detail?id=2540767681","media":"金融界","summary":"雷军：小米YU7已陆续到店。","content":"<html><body><div>雷军：小米YU7已陆续到店。</div></body></html>","source":"jinrongjie_stock","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>雷军：小米YU7已陆续到店。</title>\n<style 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15:22","market":"us","language":"zh","title":"京东与小红书推出“红京计划”：小红书广告可跳转京东购物页面","url":"https://stock-news.laohu8.com/highlight/detail?id=2539239528","media":"品玩","summary":"实现从内容种草到交易转化一步直达。","content":"<p><a href=\"https://laohu8.com/S/JD\">京东</a>618即将正式开启之际，京东与小红书战略合作升级，推出“红京计划”，为品牌和商家带来生意增长新路径。具体而言，从今年6月5日开始，除部分特殊类目外，所有入驻京东的品牌商家，均可在小红书使用“种草直达”功能，在小红书投放广告可添加京东购物链接，用户点击广告可直接跳转至京东APP，实现从内容种草到交易转化一步直达。</p><p>此前，京东与小红书打造的“小红盟”合作模式，通过小红书种草与京东经营的全链路数据打通，已形成了科学的种草效果评估体系，助力众多品牌实现了在小红书种草、在京东下单的品效协同增长闭环。数据显示，通过“小红盟”模式，商品在小红书种草浏览的转化率平均可提升45%，加购转化率平均可提升28%。“小红盟”模式能跨域联动内容种草平台和电商转化平台，提供全链路种草效果归因，为品牌在京东的精准二次营销提供策略指导，促成交易转化率提升。</p><p>此次京东和小红书合作升级推出的“红京计划”，全面实现小红书内容场域与京东交易场域的深度关联，实现了“内容种草-广告挂链-即时转化”的品效销闭环，精准击穿从兴趣激发到购买决策的全链痛点。同时，“红京计划”下的广告投放，支持商家在小红书下单和京东下单两种模式，满足商家的多样化需求。</p><p>京东零售平台营销中心负责人表示：“对于品牌和商家而言，京东不仅是一个电商平台，更是一个高质量的营销平台。2025年京东陆续与小红书、抖音、B站等互联网平台达成合作，通过1+X的全域运营，进一步挖掘京东平台营销价值，为商家生意增长加码。”</p><p>如今，种草可以将品牌和产品信息触达消费者、给消费者带来情绪价值，种草沉淀的内容还可以持续对消费者心智产生影响。所以种草越来越成为消费购物决策的重要方式。在小红书种草，已经成为品牌商们激发新需求、匹配新供给、创造新消费的共识。</p><p>此次“红京计划”的发布，进一步提升了品牌从小红书种草到京东转化的确定性，也是京东和小红书在科学种草之路上双向奔赴的又一见证。京东与小红书的开放合作，将开启以消费需求为核心的新模式，同时助力品牌高效增长，推动行业迈向更健康、可持续的发展。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东与小红书推出“红京计划”：小红书广告可跳转京东购物页面\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086141561\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b02e1edb8fd87972c9239aa3a01b9bc8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">品玩 </p>\n<p class=\"h-time\">2025-05-29 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/JD\">京东</a>618即将正式开启之际，京东与小红书战略合作升级，推出“红京计划”，为品牌和商家带来生意增长新路径。具体而言，从今年6月5日开始，除部分特殊类目外，所有入驻京东的品牌商家，均可在小红书使用“种草直达”功能，在小红书投放广告可添加京东购物链接，用户点击广告可直接跳转至京东APP，实现从内容种草到交易转化一步直达。</p><p>此前，京东与小红书打造的“小红盟”合作模式，通过小红书种草与京东经营的全链路数据打通，已形成了科学的种草效果评估体系，助力众多品牌实现了在小红书种草、在京东下单的品效协同增长闭环。数据显示，通过“小红盟”模式，商品在小红书种草浏览的转化率平均可提升45%，加购转化率平均可提升28%。“小红盟”模式能跨域联动内容种草平台和电商转化平台，提供全链路种草效果归因，为品牌在京东的精准二次营销提供策略指导，促成交易转化率提升。</p><p>此次京东和小红书合作升级推出的“红京计划”，全面实现小红书内容场域与京东交易场域的深度关联，实现了“内容种草-广告挂链-即时转化”的品效销闭环，精准击穿从兴趣激发到购买决策的全链痛点。同时，“红京计划”下的广告投放，支持商家在小红书下单和京东下单两种模式，满足商家的多样化需求。</p><p>京东零售平台营销中心负责人表示：“对于品牌和商家而言，京东不仅是一个电商平台，更是一个高质量的营销平台。2025年京东陆续与小红书、抖音、B站等互联网平台达成合作，通过1+X的全域运营，进一步挖掘京东平台营销价值，为商家生意增长加码。”</p><p>如今，种草可以将品牌和产品信息触达消费者、给消费者带来情绪价值，种草沉淀的内容还可以持续对消费者心智产生影响。所以种草越来越成为消费购物决策的重要方式。在小红书种草，已经成为品牌商们激发新需求、匹配新供给、创造新消费的共识。</p><p>此次“红京计划”的发布，进一步提升了品牌从小红书种草到京东转化的确定性，也是京东和小红书在科学种草之路上双向奔赴的又一见证。京东与小红书的开放合作，将开启以消费需求为核心的新模式，同时助力品牌高效增长，推动行业迈向更健康、可持续的发展。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.pingwest.com/w/305123","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539239528","content_text":"京东618即将正式开启之际，京东与小红书战略合作升级，推出“红京计划”，为品牌和商家带来生意增长新路径。具体而言，从今年6月5日开始，除部分特殊类目外，所有入驻京东的品牌商家，均可在小红书使用“种草直达”功能，在小红书投放广告可添加京东购物链接，用户点击广告可直接跳转至京东APP，实现从内容种草到交易转化一步直达。此前，京东与小红书打造的“小红盟”合作模式，通过小红书种草与京东经营的全链路数据打通，已形成了科学的种草效果评估体系，助力众多品牌实现了在小红书种草、在京东下单的品效协同增长闭环。数据显示，通过“小红盟”模式，商品在小红书种草浏览的转化率平均可提升45%，加购转化率平均可提升28%。“小红盟”模式能跨域联动内容种草平台和电商转化平台，提供全链路种草效果归因，为品牌在京东的精准二次营销提供策略指导，促成交易转化率提升。此次京东和小红书合作升级推出的“红京计划”，全面实现小红书内容场域与京东交易场域的深度关联，实现了“内容种草-广告挂链-即时转化”的品效销闭环，精准击穿从兴趣激发到购买决策的全链痛点。同时，“红京计划”下的广告投放，支持商家在小红书下单和京东下单两种模式，满足商家的多样化需求。京东零售平台营销中心负责人表示：“对于品牌和商家而言，京东不仅是一个电商平台，更是一个高质量的营销平台。2025年京东陆续与小红书、抖音、B站等互联网平台达成合作，通过1+X的全域运营，进一步挖掘京东平台营销价值，为商家生意增长加码。”如今，种草可以将品牌和产品信息触达消费者、给消费者带来情绪价值，种草沉淀的内容还可以持续对消费者心智产生影响。所以种草越来越成为消费购物决策的重要方式。在小红书种草，已经成为品牌商们激发新需求、匹配新供给、创造新消费的共识。此次“红京计划”的发布，进一步提升了品牌从小红书种草到京东转化的确定性，也是京东和小红书在科学种草之路上双向奔赴的又一见证。京东与小红书的开放合作，将开启以消费需求为核心的新模式，同时助力品牌高效增长，推动行业迈向更健康、可持续的发展。","news_type":1,"symbols_score_info":{"09618":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439785235194656,"gmtCreate":1748397636651,"gmtModify":1748397638693,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"买入","listText":"买入","text":"买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439785235194656","isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439554228482504,"gmtCreate":1748331470651,"gmtModify":1748332909999,"author":{"id":"3509577927372063","authorId":"3509577927372063","name":"大宝二宝麻麻","avatar":"https://static.tigerbbs.com/32d908b105858e7b544325a4ef33a00b","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3509577927372063","authorIdStr":"3509577927372063"},"themes":[],"htmlText":"136上车的，跌惨了[开心]&nbsp;&nbsp;","listText":"136上车的，跌惨了[开心]&nbsp;&nbsp;","text":"136上车的，跌惨了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439554228482504","repostId":"2538431644","repostType":2,"repost":{"id":"2538431644","kind":"news","pubTimestamp":1748328905,"share":"https://www.laohu8.com/m/news/2538431644?lang=&edition=full","pubTime":"2025-05-27 14:55","market":"hk","language":"zh","title":"千亿美元市值蒸发！京东美团“外卖大战”的代价","url":"https://stock-news.laohu8.com/highlight/detail?id=2538431644","media":"华尔街见闻","summary":"自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值蒸发千亿美元。分析认为，京东进军外卖业务的“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。","content":"<html><head></head><body><p>“外卖大战”引千亿市值蒸发，美团<a href=\"https://laohu8.com/S/JD\">京东</a>陷价格厮杀泥潭。</p><p>据统计，<strong>自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/98513500638f532bba268eb7dddb3cee\" tg-width=\"560\" tg-height=\"240\"/></p><p>据报道，在DeepSeek冲击下，<strong>市场资<a href=\"https://laohu8.com/S/002470\">金正大</a>规模向具备更强AI能力的公司转移，</strong>这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。</p><p>此外，京东采取了激进的补贴策略来推广其食品配送平台，<strong>这种“烧钱”模式加剧了市场对科技巨头长期盈利能力的担忧。</strong></p><p>分析指出，这种激进的市场争夺不仅侵蚀短期利润，更可能引发持续的价格战，进一步加剧行业的不确定性。</p><p>在周二公布最新财报后，美团股价一度下跌超5%，年内累计跌幅达15%。</p><p>在昨晚举行的财报电话会上，对于京东百亿补贴对美团外卖业务造成的影响，美团CEO王兴回应称美团“将不惜代价赢得竞争。”</p><p>这意味着外卖平台的激烈竞争可能将继续。王兴表示，美团将继续捍卫其市场份额，现在无法给出第二季度和今年剩余时间的准确财务指引，<strong>但二季度核心本地商业收入的同比增长率将从第一季度的水平放缓，核心本地商业的经营利润在二季度将同比下降显著。</strong></p></body></html>","source":"wallstreetcn_hot_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>千亿美元市值蒸发！京东美团“外卖大战”的代价</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千亿美元市值蒸发！京东美团“外卖大战”的代价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-27 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3747926><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“外卖大战”引千亿市值蒸发，美团京东陷价格厮杀泥潭。据统计，自去年10月的阶段高点以来，美团、京东港股股价均累计下跌逾30%，进入恒生科技指数表现最差成分股的行列，公司市值总计缩水约1000亿美元。据报道，在DeepSeek冲击下，市场资金正大规模向具备更强AI能力的公司转移，这给美团和京东等传统电商平台带来额外压力，使得缺乏明显AI优势的平台股价承压。此外，京东采取了激进的补贴策略来推广其食品...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3747926\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c63e17872267f05cd8ffaade174cabea","relate_stocks":{"89618":"京东集团-SWR","BK1249":"综合零售","09618":"京东集团-SW","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4579":"人工智能","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","MPNGY":"美团ADR","LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","BK4122":"互联网与直销零售","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) 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