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倾听秋语

倾听秋语

人间有味是清欢

IP属地：浙江

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2024-07-24

$Rivian Automotive, Inc.(RIVN)$ 现在这只股票趋势是紧跟特斯拉了

2024-06-27

$Rivian Automotive, Inc.(RIVN)$ 电动汽车市场，rivian已经难以在供应链优势、技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。全球化时代，横向对比很重要。

2024-06-27

电动汽车市场，rivian已经难以在供应链优势以及技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。

Rivian获大众注资，华尔街大行怎么看？

2024-04-15

我们普遍以为投资市场是理性的，但实际股票交易是情绪化的。

抱歉，原内容已删除

2024-03-15

$BOSS直聘(BZ)$ 股价很快要下坡回调了

2023-12-06

$蔚来(NIO)$ 我相信蔚来是一家有伟大梦想的公司，有情怀的公司。长远来看，如果能挺过这波新能源的大浪淘沙，未来会成为中国车企的新秀。但是这一年，估计是很低迷的。

2023-10-24

别人笑我太疯癫，我笑他人看不穿。不见A股埋葬墓，无花无酒锄作田。

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21:20","market":"us","language":"zh","title":"Rivian获大众注资，华尔街大行怎么看？","url":"https://stock-news.laohu8.com/highlight/detail?id=2446439873","media":"智通财经","summary":"智通财经获悉，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，Lucid Group股价上涨4.80%。","content":"<html><head></head><body><p>6月26日，周三，电动汽车制造商<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a>股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍表示看好。</p><p><strong>美国银行分析师John Murphy表示，这一消息对Rivian来说意义重大。</strong>因为该协议将为该公司提供资金，不仅可以为其伊利诺斯州诺格尔工厂的R2车型生产提供资金，还可以为其中型车平台在乔治亚州建立一个新工厂。Murphy指出:“Rivian还可以从节省材料成本和提高运营效率中获益，这将有助于改善其成本状况，并最终提高毛利率。”</p><p><strong>Wedbush Securities将Rivian目标价上调至20美元，并维持“跑赢大盘”评级不变。</strong>分析师Dan Ives表示:“这将改变Rivian的核心游戏规则，并在关键时刻改变公司的资本结构和华尔街的看法。”他预计Rivian将利用与大众汽车的合作机会、强大的资本路线图来支持未来的增长，同时垂直整合其软件平台和电气架构，以减少成本节约，并提供改进的车辆。</p><p><strong><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师Chris McNally则认为，大众汽车30亿美元的潜在股权注入，加上20亿美元的合资投资计划，本质上是未来三年40亿至50亿美元的低稀释、低利率股权注入计划。</strong></p><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas认为，大众汽车对Rivian有利</strong>:“任何人都可能提供资金，但我们认为大众汽车可能更看重Rivian提供的服务。Rivian拥有大众需要的软件和SDV架构解决方案。大众拥有Rivian可能需要的规模和制造能力。虽然不是控制权的改变，但这种相互需求可能会建立更牢固/持久的关系。我们认为Rivian在汽车行业(除<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)之外)具有独特的定位，可以扩展完全集成的软件堆栈，这对释放人工智能的机会至关重要。”</p><p><strong>Cantor Fitzgerald预计，Rivian将能够扩大现金流，实现额外的成本节约，并在中长期内提高利润率。</strong></p><p><strong>投资集团负责人Henrik Alex将Rivian评级从“卖出”上调至“持有”。</strong>Alex认为，大众汽车正在收购Rivian的架构，以解决其自身的CARIAD软件单元持续存在的问题，这些问题导致其一些最知名的电动汽车车型推迟了多年。然而，他认为该德国汽车巨头不太可能直接收购Rivian。</p><p>Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>股价上涨4.80%。而大众汽车股价在法兰克福股市交易中下跌1.77%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian获大众注资，华尔街大行怎么看？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRivian获大众注资，华尔街大行怎么看？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1141133.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月26日，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141133.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4555":"新能源车"},"source_url":"http://www.zhitongcaijing.com/content/detail/1141133.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446439873","content_text":"6月26日，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍表示看好。美国银行分析师John Murphy表示，这一消息对Rivian来说意义重大。因为该协议将为该公司提供资金，不仅可以为其伊利诺斯州诺格尔工厂的R2车型生产提供资金，还可以为其中型车平台在乔治亚州建立一个新工厂。Murphy指出:“Rivian还可以从节省材料成本和提高运营效率中获益，这将有助于改善其成本状况，并最终提高毛利率。”Wedbush Securities将Rivian目标价上调至20美元，并维持“跑赢大盘”评级不变。分析师Dan Ives表示:“这将改变Rivian的核心游戏规则，并在关键时刻改变公司的资本结构和华尔街的看法。”他预计Rivian将利用与大众汽车的合作机会、强大的资本路线图来支持未来的增长，同时垂直整合其软件平台和电气架构，以减少成本节约，并提供改进的车辆。Evercore ISI分析师Chris McNally则认为，大众汽车30亿美元的潜在股权注入，加上20亿美元的合资投资计划，本质上是未来三年40亿至50亿美元的低稀释、低利率股权注入计划。摩根士丹利分析师Adam Jonas认为，大众汽车对Rivian有利:“任何人都可能提供资金，但我们认为大众汽车可能更看重Rivian提供的服务。Rivian拥有大众需要的软件和SDV架构解决方案。大众拥有Rivian可能需要的规模和制造能力。虽然不是控制权的改变，但这种相互需求可能会建立更牢固/持久的关系。我们认为Rivian在汽车行业(除特斯拉(TSLA.US)之外)具有独特的定位，可以扩展完全集成的软件堆栈，这对释放人工智能的机会至关重要。”Cantor Fitzgerald预计，Rivian将能够扩大现金流，实现额外的成本节约，并在中长期内提高利润率。投资集团负责人Henrik Alex将Rivian评级从“卖出”上调至“持有”。Alex认为，大众汽车正在收购Rivian的架构，以解决其自身的CARIAD软件单元持续存在的问题，这些问题导致其一些最知名的电动汽车车型推迟了多年。然而，他认为该德国汽车巨头不太可能直接收购Rivian。Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，Lucid 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href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"0\"></v-v>电动汽车市场，rivian已经难以在供应链优势、技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。全球化时代，横向对比很重要。","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a><v-v data-views=\"0\"></v-v>电动汽车市场，rivian已经难以在供应链优势、技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。全球化时代，横向对比很重要。","text":"$Rivian Automotive, Inc.(RIVN)$ 电动汽车市场，rivian已经难以在供应链优势、技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。全球化时代，横向对比很重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321093237219440","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321091405127736,"gmtCreate":1719421874952,"gmtModify":1719421876979,"author":{"id":"3513050245441211","authorId":"3513050245441211","name":"倾听秋语","avatar":"https://static.tigerbbs.com/52120d71b0f8b83456b56f3491a6261c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513050245441211","authorIdStr":"3513050245441211"},"themes":[],"htmlText":"电动汽车市场，rivian已经难以在供应链优势以及技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。","listText":"电动汽车市场，rivian已经难以在供应链优势以及技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。","text":"电动汽车市场，rivian已经难以在供应链优势以及技术上追赶特斯拉以及中国玩家。虽然有注资，但是颓势不可挽回。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321091405127736","repostId":"2446439873","repostType":2,"repost":{"id":"2446439873","kind":"news","pubTimestamp":1719408059,"share":"https://www.laohu8.com/m/news/2446439873?lang=&edition=full","pubTime":"2024-06-26 21:20","market":"us","language":"zh","title":"Rivian获大众注资，华尔街大行怎么看？","url":"https://stock-news.laohu8.com/highlight/detail?id=2446439873","media":"智通财经","summary":"智通财经获悉，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，Lucid Group股价上涨4.80%。","content":"<html><head></head><body><p>6月26日，周三，电动汽车制造商<a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive</a>股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍表示看好。</p><p><strong>美国银行分析师John Murphy表示，这一消息对Rivian来说意义重大。</strong>因为该协议将为该公司提供资金，不仅可以为其伊利诺斯州诺格尔工厂的R2车型生产提供资金，还可以为其中型车平台在乔治亚州建立一个新工厂。Murphy指出:“Rivian还可以从节省材料成本和提高运营效率中获益，这将有助于改善其成本状况，并最终提高毛利率。”</p><p><strong>Wedbush Securities将Rivian目标价上调至20美元，并维持“跑赢大盘”评级不变。</strong>分析师Dan Ives表示:“这将改变Rivian的核心游戏规则，并在关键时刻改变公司的资本结构和华尔街的看法。”他预计Rivian将利用与大众汽车的合作机会、强大的资本路线图来支持未来的增长，同时垂直整合其软件平台和电气架构，以减少成本节约，并提供改进的车辆。</p><p><strong><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师Chris McNally则认为，大众汽车30亿美元的潜在股权注入，加上20亿美元的合资投资计划，本质上是未来三年40亿至50亿美元的低稀释、低利率股权注入计划。</strong></p><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Adam Jonas认为，大众汽车对Rivian有利</strong>:“任何人都可能提供资金，但我们认为大众汽车可能更看重Rivian提供的服务。Rivian拥有大众需要的软件和SDV架构解决方案。大众拥有Rivian可能需要的规模和制造能力。虽然不是控制权的改变，但这种相互需求可能会建立更牢固/持久的关系。我们认为Rivian在汽车行业(除<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)之外)具有独特的定位，可以扩展完全集成的软件堆栈，这对释放人工智能的机会至关重要。”</p><p><strong>Cantor Fitzgerald预计，Rivian将能够扩大现金流，实现额外的成本节约，并在中长期内提高利润率。</strong></p><p><strong>投资集团负责人Henrik Alex将Rivian评级从“卖出”上调至“持有”。</strong>Alex认为，大众汽车正在收购Rivian的架构，以解决其自身的CARIAD软件单元持续存在的问题，这些问题导致其一些最知名的电动汽车车型推迟了多年。然而，他认为该德国汽车巨头不太可能直接收购Rivian。</p><p>Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，<a href=\"https://laohu8.com/S/LCID\">Lucid Group</a>股价上涨4.80%。而大众汽车股价在法兰克福股市交易中下跌1.77%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rivian获大众注资，华尔街大行怎么看？</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{ 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}\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\">\nRivian获大众注资，华尔街大行怎么看？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 21:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1141133.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月26日，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1141133.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc.","BK4099":"汽车制造商","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4555":"新能源车"},"source_url":"http://www.zhitongcaijing.com/content/detail/1141133.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446439873","content_text":"6月26日，周三，电动汽车制造商Rivian Automotive股价在盘前交易中一度飙升40%，截至发稿，涨幅略有收窄至37%。此前，该公司与大众汽车公司共同宣布成立合资公司，共享电动汽车架构和软件。大众汽车将向Rivian投资高达50亿美元，大众将立即向Rivian投资 10 亿美元，后续将投入的40亿美元与预计将共同成立的合资企业有关，以共同创建电气化架构和软件技术。对此，华尔街分析师普遍表示看好。美国银行分析师John Murphy表示，这一消息对Rivian来说意义重大。因为该协议将为该公司提供资金，不仅可以为其伊利诺斯州诺格尔工厂的R2车型生产提供资金，还可以为其中型车平台在乔治亚州建立一个新工厂。Murphy指出:“Rivian还可以从节省材料成本和提高运营效率中获益，这将有助于改善其成本状况，并最终提高毛利率。”Wedbush Securities将Rivian目标价上调至20美元，并维持“跑赢大盘”评级不变。分析师Dan Ives表示:“这将改变Rivian的核心游戏规则，并在关键时刻改变公司的资本结构和华尔街的看法。”他预计Rivian将利用与大众汽车的合作机会、强大的资本路线图来支持未来的增长，同时垂直整合其软件平台和电气架构，以减少成本节约，并提供改进的车辆。Evercore ISI分析师Chris McNally则认为，大众汽车30亿美元的潜在股权注入，加上20亿美元的合资投资计划，本质上是未来三年40亿至50亿美元的低稀释、低利率股权注入计划。摩根士丹利分析师Adam Jonas认为，大众汽车对Rivian有利:“任何人都可能提供资金，但我们认为大众汽车可能更看重Rivian提供的服务。Rivian拥有大众需要的软件和SDV架构解决方案。大众拥有Rivian可能需要的规模和制造能力。虽然不是控制权的改变，但这种相互需求可能会建立更牢固/持久的关系。我们认为Rivian在汽车行业(除特斯拉(TSLA.US)之外)具有独特的定位，可以扩展完全集成的软件堆栈，这对释放人工智能的机会至关重要。”Cantor Fitzgerald预计，Rivian将能够扩大现金流，实现额外的成本节约，并在中长期内提高利润率。投资集团负责人Henrik Alex将Rivian评级从“卖出”上调至“持有”。Alex认为，大众汽车正在收购Rivian的架构，以解决其自身的CARIAD软件单元持续存在的问题，这些问题导致其一些最知名的电动汽车车型推迟了多年。然而，他认为该德国汽车巨头不太可能直接收购Rivian。Rivian Automotive的股价在周三盘前交易中一度大涨40.72%，至16.83美元，但随后窄幅收窄至37%左右，仍低于年初水平。受Rivian获注资的消息影响，Lucid Group股价上涨4.80%。而大众汽车股价在法兰克福股市交易中下跌1.77%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}