华尔街赌侠的个人主页 - 老虎社区

华尔街赌侠

华尔街赌侠

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华尔街赌侠

2021-07-16

$滴滴(DIDI)$这么大新闻，就跌七个点，还有人觉得这是底。。。审查就要45天，万一查出点什么，直接就凉凉，现在这个市值，你们觉得就算一点问题没查出来，能涨多少？国家这么大动作，不会是无风起浪的，与其冒这么大风险去赌那一点点收益。。还是看到7块不变

抱歉，原内容已删除

华尔街赌侠

07-31

$META 20250801 770.0 CALL$ 裂开🤯这也太猛了啊

华尔街赌侠

2021-02-23

$AMC院线(AMC)$25号财报，你们现在真的敢上车？真猛

华尔街赌侠

2021-06-09

$ContextLogic Inc.(WISH)$不用担心，拿住就行了，洗筹吗，拿住不要放，今晚目标20！

华尔街赌侠

2021-05-26

$Cerebain Biotech Corp.(CBBT)$卖不掉这货

华尔街赌侠

2021-03-18

$Sundial Growers Inc.(SNDL)$25亿的市值，能涨多少呢。。目前已经是合理价位，甚至偏高了，不等跌下来然后合股，没什么上升空间了。不过作为我第一支赚钱的票，还是很有感情的。。。

华尔街赌侠

08-07

$C1 Fund Inc.(CFND)$ 什么垃圾，这点量？

华尔街赌侠

2021-01-28

$Sundial Growers Inc.(SNDL)$平仓了兄弟们，祝留下的兄弟们发财，看好这只股有机会再接回来

华尔街赌侠

2021-06-03

$AMC院线(AMC)$是不是太大胆了[喷血] [喷血]

华尔街赌侠

2021-02-08

$AMC院线(AMC)$还不跑，等3块在跑吗

华尔街赌侠

2021-06-04

$AMC院线(AMC)$开始了吗

华尔街赌侠

2021-06-03

$AMC院线(AMC)$差点爆仓的一晚，，清仓所有股票硬是给拉回来了，还小赚一点😂😂太刺激了，心脏受不了

华尔街赌侠

07-18

$NFLX 20250718 1140.0 PUT$ 这个位置慌不慌[笑哭]

华尔街赌侠

2021-06-05

$AMC院线(AMC)$上amc下bb，完全是一个庄在玩

华尔街赌侠

2021-06-04

$AMC院线(AMC)$12点了，准备起飞

华尔街赌侠

2021-06-02

$AMC院线(AMC)$back to earth[笑哭]

华尔街赌侠

2021-06-03

$AMC院线(AMC)$今晚能站稳50点吗

华尔街赌侠

2021-02-04

$AMC院线(AMC)$为什么put也跌这么多，有没有吊大的讲一下

华尔街赌侠

2020-10-08

$普拉格能源(PLUG)$一买就跌，我真是股神

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Goldman和Mr. Sachs在哪？他们的后代都没人在公司里，但他们很牛，这是我的追求。”</p><p>包凡甚至主动“去包凡”。2017年1月，华兴资本借着搬迁到北京三里屯盈科中心的契机，举办了一场答谢宴色彩的媒体见面会。会上有人直接问包凡，如何看待知乎上提出的华兴资本“去包凡化”？包凡当时的回答是，“去包凡化无非就是以后我的朋友圈小一点，各位合伙人的朋友圈大一点。我希望当我和我的朋友圈退出这个舞台的时候，华兴还能继续传承下去。”</p><p>“去包凡化”当然很迫切，被大量的不确定性加速，但“包凡”也在过去894天的讨论里被高度泛化、抽象成了符号的。<strong>如果把包凡当做一个创业者，把华兴当做一家创业公司，从创业公司的角度来看，整个过程其实是相当“有序”的。</strong></p><p>在过去的894天里，华兴动作标准地完成了很多“和离”。例如2024年3月，华兴资本与华兴新经济人民币四期基金（以下简称“四期基金”）签订了一份和解协议，内容是华兴资本将以人民币7.91亿元的对价，受让四期基金的相关组合权益，同时免除四期基金应付给华兴资本的利息1.17亿元。</p><p>那份和解协议签订的主体是上市公司和基金公司，实际上“和解”的双方是GP华兴资本和其四期人民币基金的LP。四期基金的“相关组合”为包括追觅、蜂巢能源、陈香贵拉面等8家公司。2022年4月前，上述资产组合的投资金额总计为16.48亿元，而公告显示，经独立资产评估师认定，截至2023年12月31日，这8家公司相关股权的市场价值为约人民币17.5亿元。</p><p>8家公司的总估值与华兴资本投资时的两年前相比，基本没变化。但考虑到过去894天里大部分的市场行情，绝对称不上差。截至2023年6月30日，四期基金已偿还给华兴资本的投资款为9.23亿元，未偿还的投资金额为7.91亿元，应付利息1.17亿元。其中华兴资本付出的总成本+免除利息，总数约等于当时的投资金额，小于8家公司截至12月31日的市场价值——这之间的差值，就是协商的代价和结果。</p><p>总之和解协议是华兴资本与四期基金的LP，就“收回未偿投资金额及应计利息进行全面协商”的产物， LP不用提心吊胆继续履行出资协议，华兴资本则拿到8家公司的股权。这个结果算不上皆大欢喜，但也是各取所需了。</p><p>在过去的894天里，华兴动作干脆地摘下了“帽子”。比如没人再提“科技圈的精品投行”，话术的重心重新回到了“并购”这些交易方式上来，喊出了“all-in并购”的口号。在2024年的一封内部公开信上，王力行说了一句很重的话：“时代不同了，沿着当年老一辈合伙人定义好的道路前进，从天时地利和能力上，可能都很难实现，这就更要求我们需要根据今天的环境，找出我们自己该走的道路，最终在势能上能超越当年。”</p><p>王力行是2007年就加入华兴资本的校招生，是许彦清口中的“CR Baby”。在成为CEO之前，他几乎在华兴的每一个职位上都干过，历任分析师、经理、TME部门副总裁、企业融资团队董事及董事总经理、财务顾问事业部主管。包凡第一次提出“去包凡化”的2015年或许是他入行最忙的一年——在一篇题为《华兴人的五环之歌》的华兴内部推文里，同事们分享的经历是“2月的某天下午，找他（王力行）问工作的事情，他说给我10分钟休息时间行吗？我实在太困了，因为就在此前的3周时间他和M&amp;A团队一起完成某项目，团队成员在最后1周内每天睡眠不到1小时。”</p><p>那一年他在自己的个人公众号，写过一篇叫做《不忘初心，方能始终》的文章，说：<strong>“不能因为这些未来可能风险，就不要去做。不能因噎废食这个道理，我相信每个人都懂。”</strong></p><p>虽然很残酷，但在这样的894天后，包凡“回归”带来的影响，或许会远低于很多人的预期。</p><p>当然，我也无意苛责过去894天里人们对“包凡”的符号化。过去一年时间里，我们投中编辑部合力编纂了一本超过25万字的《中国风险投资史》，试着复盘2005年到2025年这段时间里，风险投资如何从一个“增加市场经济成色的金融工具”逐渐成为一个“有明确社会分工、有鲜明社会使命、有完整上升路径、有系统技能体系”的行业。而包凡就是在成书过程中绕不过去的一个名字。</p><p>比如当年那篇著名的“警惕风投散户化”，能串起轰轰烈烈的百团大战、出行大战，能串起“全民PE”和“二板时代”，能串起激进的乐视，混战的滴滴美团。可以想象，正是这篇文章让很多人第一次意识到“标的资产荒”、“一级半市场”、“并购型市值管理”这些概念具体意味着什么，<strong>让人们意识到“资本市场从来都不是靠道德标准进化的”。</strong></p><p>更重要的是，一级市场是完全不透明的，是没有骨架的，是<strong>由各种消息组成的。</strong>人们依靠这些消息完成投资决策，而否认、确认、不予置评，本身都是消息，都可以作为参考依据，甚至很有必要进行延伸。在这种情况下，我们该从哪里找到足够的量化标尺，来定位中国一级市场的状态与边界？包凡不是唯一一个能够胜任此角色的人，但这样能够把所有线头串起来的人、能够接触到众多线头的窗口期，也是相当有限的。</p><p>大概就像康德在《纯粹理性批判》中写到：如果有一个命题与它的必然性一起被想到，那么它就是一个先天判断。这句话也很适合套用到人们对包凡的关注中：<strong>如果有这样一个人与他的身份一起被必然想到，那么他或许正代表着人们对这个“身份”的最直接、最深刻共识。</strong></p><p>而从这个角度来看，过去894天里人们对包凡的集体乃至超限的关注，是完全值得被积极解读的。因为在人们的集体意志里，他从繁荣中来。</p></body></html>","source":"tzw","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>包凡确实回来了</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{ 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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包凡确实回来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-09 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/GfDcWMpqNc25jiscRzkguQ><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>他从繁荣中来。可能还有很多问题还没有答案，但重要的是，包凡回来了。8月8日，《财新》援引“多个独立信息源”爆料称，被有关部门带走配合调查、已经许久未曾露面的华兴资本创始人包凡最近“出来了”，但包凡案件的相关代理律师拒绝谈论案件任何信息，而华兴资本于当日给予《财新》的回应称，包凡不再参与集团日常管理与运营，其个人生活动态属于私人事务范畴。投中网通过相关消息人士进一步确认获悉，包凡确实已经“结束配合...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GfDcWMpqNc25jiscRzkguQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e258aaf01aae70941ffbb34d6f44fe9","relate_stocks":{"01911":"华兴资本控股"},"source_url":"https://mp.weixin.qq.com/s/GfDcWMpqNc25jiscRzkguQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132630076","content_text":"他从繁荣中来。可能还有很多问题还没有答案，但重要的是，包凡回来了。8月8日，《财新》援引“多个独立信息源”爆料称，被有关部门带走配合调查、已经许久未曾露面的华兴资本创始人包凡最近“出来了”，但包凡案件的相关代理律师拒绝谈论案件任何信息，而华兴资本于当日给予《财新》的回应称，包凡不再参与集团日常管理与运营，其个人生活动态属于私人事务范畴。投中网通过相关消息人士进一步确认获悉，包凡确实已经“结束配合调查”。从2023年2月26日，华兴资本董事会正式对外确认包凡目前正配合中国有关机关的调查算起，到8月8日多个消息源确认包凡已经“结束配合调查”，已经整整过去了894天。在这894天里，包凡至少被3次传闻“要回来了”。第一次是2023年3月底，有所谓的消息人士对《科创板日报》记者表示，包凡马上要“放出来了”，并表示“消息准确”。但后来的事实证明，该消息人士口中的“包凡马上要放出来了”，大概率是根据留置期推算来的——根据监察法规定，监察机关对被调查人员采取留置措施的，一般不超过三个月。如果要延长，可以延长一次，延长时间不能超过三个月。第二次出现在2024年2月，当时华兴资本发布公告称，包凡“由于健康原因及希望将更多时间用于处理家庭事务的考虑”辞去公司执行董事、董事会主席、首席执行官，及提名委员会主席、执行委员会主席等职务，并没有提及是否还在配合调查。但后来的事实证明，这一系列动作是，需要“华兴资本”这家公司本身需要走出来——据华兴资本在2023年2月16日、2月26日及8月9日所披露，受包凡事件影响，华兴新经济人民币四期基金和美元四期基金募资提前结束，同时投资期提前终止，不再进行新项目投资；根据2024年华兴资本财报，2024年上半年其资产管理规模为348亿元，其中产生管理费的资产管理规模约为174亿元。第三次出现在2024年9月，当时华兴资本宣布将在2024年9月9日复牌，与此同时包凡的妻子许彦清将接任公司非执行董事，人们猜测风波或许“将要过去了”，许彦清的任命或许是为了包凡的回归做铺垫。但后来的事实证明，这一系列动作其实来自于“华兴资本”这家公司本身的需要——10月，许彦清升任为董事会主席，11月，王力行成为本新任CEO，华兴资本正式完成了管理层的迭代。在年底发布的内部信中，王力行旗帜鲜明地喊出“华兴人一起二次创业，打造一个崭新的华兴2.0”。这段日子里包凡没有对外有过任何的发声，但你总能看到人们周期性地会去思考“包凡到底什么时候会回来”，反复提到张颖、王冉、包凡并称“岁寒三友”的段子，总是有意无意地提醒着人们这一代创投人到底经历过何种“势如潮水”或者“泥沙俱下”。就连“去包凡化”这样一个本质上属于“公司内部事”的计划，都成为了过去两年半时间里的一个经典选题。人们相信整个“去包凡化”的过程将成为中国风险投资史上的一个分界线。站在线上往前看、往后看，总能看到一些值得琢磨的变化。比如张颖似乎就是这么个例子。在过去的894天里，张颖仍然花很多时间徒步、骑行，过“每天打枪、钓鱼、徒步扎营”的日子，是风险投资金字塔尖里那个“更愿意贴近青年文化的人”。但张颖也越来越多地谈立场、谈站位、谈《2025的4个重要判断》，把创业者公益项目“经纬问诊”重新捡了起来，非常认真地谈“企业与社会的关系”。比如符绩勋看起来也是这么一个例子。在过去的894天里，GGV宣布将美国和亚洲业务进行拆分，纪源资本不再使用已沿用18年的“GGV”这一英文品牌，接着用了一年多的时间，重新调整“人员和产品结构”。平稳转身后，符绩勋又把自己“推了出来”，回到了舆论中间，开始接受采访、参与圆桌。但实际上，华兴资本早在2015年就提出了“去包凡化”。在那年春天的一场总结会上，刚刚帮助京东完成了史诗级IPO、行业声望空前、已经有能力用22天结束“打车补贴大战”的包凡忽然冷静了下来，提出了一个问题：“你看今天高盛，Mr. Goldman和Mr. Sachs在哪？他们的后代都没人在公司里，但他们很牛，这是我的追求。”包凡甚至主动“去包凡”。2017年1月，华兴资本借着搬迁到北京三里屯盈科中心的契机，举办了一场答谢宴色彩的媒体见面会。会上有人直接问包凡，如何看待知乎上提出的华兴资本“去包凡化”？包凡当时的回答是，“去包凡化无非就是以后我的朋友圈小一点，各位合伙人的朋友圈大一点。我希望当我和我的朋友圈退出这个舞台的时候，华兴还能继续传承下去。”“去包凡化”当然很迫切，被大量的不确定性加速，但“包凡”也在过去894天的讨论里被高度泛化、抽象成了符号的。如果把包凡当做一个创业者，把华兴当做一家创业公司，从创业公司的角度来看，整个过程其实是相当“有序”的。在过去的894天里，华兴动作标准地完成了很多“和离”。例如2024年3月，华兴资本与华兴新经济人民币四期基金（以下简称“四期基金”）签订了一份和解协议，内容是华兴资本将以人民币7.91亿元的对价，受让四期基金的相关组合权益，同时免除四期基金应付给华兴资本的利息1.17亿元。那份和解协议签订的主体是上市公司和基金公司，实际上“和解”的双方是GP华兴资本和其四期人民币基金的LP。四期基金的“相关组合”为包括追觅、蜂巢能源、陈香贵拉面等8家公司。2022年4月前，上述资产组合的投资金额总计为16.48亿元，而公告显示，经独立资产评估师认定，截至2023年12月31日，这8家公司相关股权的市场价值为约人民币17.5亿元。8家公司的总估值与华兴资本投资时的两年前相比，基本没变化。但考虑到过去894天里大部分的市场行情，绝对称不上差。截至2023年6月30日，四期基金已偿还给华兴资本的投资款为9.23亿元，未偿还的投资金额为7.91亿元，应付利息1.17亿元。其中华兴资本付出的总成本+免除利息，总数约等于当时的投资金额，小于8家公司截至12月31日的市场价值——这之间的差值，就是协商的代价和结果。总之和解协议是华兴资本与四期基金的LP，就“收回未偿投资金额及应计利息进行全面协商”的产物， LP不用提心吊胆继续履行出资协议，华兴资本则拿到8家公司的股权。这个结果算不上皆大欢喜，但也是各取所需了。在过去的894天里，华兴动作干脆地摘下了“帽子”。比如没人再提“科技圈的精品投行”，话术的重心重新回到了“并购”这些交易方式上来，喊出了“all-in并购”的口号。在2024年的一封内部公开信上，王力行说了一句很重的话：“时代不同了，沿着当年老一辈合伙人定义好的道路前进，从天时地利和能力上，可能都很难实现，这就更要求我们需要根据今天的环境，找出我们自己该走的道路，最终在势能上能超越当年。”王力行是2007年就加入华兴资本的校招生，是许彦清口中的“CR Baby”。在成为CEO之前，他几乎在华兴的每一个职位上都干过，历任分析师、经理、TME部门副总裁、企业融资团队董事及董事总经理、财务顾问事业部主管。包凡第一次提出“去包凡化”的2015年或许是他入行最忙的一年——在一篇题为《华兴人的五环之歌》的华兴内部推文里，同事们分享的经历是“2月的某天下午，找他（王力行）问工作的事情，他说给我10分钟休息时间行吗？我实在太困了，因为就在此前的3周时间他和M&A团队一起完成某项目，团队成员在最后1周内每天睡眠不到1小时。”那一年他在自己的个人公众号，写过一篇叫做《不忘初心，方能始终》的文章，说：“不能因为这些未来可能风险，就不要去做。不能因噎废食这个道理，我相信每个人都懂。”虽然很残酷，但在这样的894天后，包凡“回归”带来的影响，或许会远低于很多人的预期。当然，我也无意苛责过去894天里人们对“包凡”的符号化。过去一年时间里，我们投中编辑部合力编纂了一本超过25万字的《中国风险投资史》，试着复盘2005年到2025年这段时间里，风险投资如何从一个“增加市场经济成色的金融工具”逐渐成为一个“有明确社会分工、有鲜明社会使命、有完整上升路径、有系统技能体系”的行业。而包凡就是在成书过程中绕不过去的一个名字。比如当年那篇著名的“警惕风投散户化”，能串起轰轰烈烈的百团大战、出行大战，能串起“全民PE”和“二板时代”，能串起激进的乐视，混战的滴滴美团。可以想象，正是这篇文章让很多人第一次意识到“标的资产荒”、“一级半市场”、“并购型市值管理”这些概念具体意味着什么，让人们意识到“资本市场从来都不是靠道德标准进化的”。更重要的是，一级市场是完全不透明的，是没有骨架的，是由各种消息组成的。人们依靠这些消息完成投资决策，而否认、确认、不予置评，本身都是消息，都可以作为参考依据，甚至很有必要进行延伸。在这种情况下，我们该从哪里找到足够的量化标尺，来定位中国一级市场的状态与边界？包凡不是唯一一个能够胜任此角色的人，但这样能够把所有线头串起来的人、能够接触到众多线头的窗口期，也是相当有限的。大概就像康德在《纯粹理性批判》中写到：如果有一个命题与它的必然性一起被想到，那么它就是一个先天判断。这句话也很适合套用到人们对包凡的关注中：如果有这样一个人与他的身份一起被必然想到，那么他或许正代表着人们对这个“身份”的最直接、最深刻共识。而从这个角度来看，过去894天里人们对包凡的集体乃至超限的关注，是完全值得被积极解读的。因为在人们的集体意志里，他从繁荣中来。","news_type":1,"symbols_score_info":{"01911":1.1}},"isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465116181422424,"gmtCreate":1754579235999,"gmtModify":1754581164116,"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"themes":[],"htmlText":"<a 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20250801 770.0 CALL$ 裂开🤯这也太猛了啊","images":[{"img":"https://static.tigerbbs.com/3e4a7bc7b13139fc261c91d3afcae7e7","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/462547426246976","isVote":1,"tweetType":1,"viewCount":7185,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"content":"你 covercall?","text":"你 covercall?","html":"你 covercall?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462365170286952,"gmtCreate":1753900835197,"gmtModify":1753900837008,"author":{"id":"3556107184919133","authorId":"3556107184919133","name":"华尔街赌侠","avatar":"https://static.tigerbbs.com/cb24ac14e4f20e195c988697b5e1547e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556107184919133","authorIdStr":"3556107184919133"},"themes":[],"htmlText":"Sx如果国产并且下放到50万区间，绝对乱杀，不懂管理层在想啥子","listText":"Sx如果国产并且下放到50万区间，绝对乱杀，不懂管理层在想啥子","text":"Sx如果国产并且下放到50万区间，绝对乱杀，不懂管理层在想啥子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462365170286952","repostId":"1192925247","repostType":2,"repost":{"id":"1192925247","kind":"news","pubTimestamp":1753890650,"share":"https://www.laohu8.com/m/news/1192925247?lang=&edition=full","pubTime":"2025-07-30 23:50","market":"us","language":"zh","title":"特斯拉放弃 Model S / X？继中国市场后欧洲市场也只提供库存车","url":"https://stock-news.laohu8.com/highlight/detail?id=1192925247","media":"IT之家","summary":"已沦为边缘角色。","content":"<html><head></head><body><p>曾经被视为电动汽车行业标杆的特斯拉 Model S 和 Model X，如今在公司的发展历程中已沦为边缘角色。<strong>继中国市场后，特斯拉刚刚又在欧洲市场不再允许消费者购买定制的 Model S 和 Model X，仅提供库存车。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6647b48c84a85c473a8bf0e53f0439ae\" title=\"\" tg-width=\"939\" tg-height=\"444\"/></p><p style=\"text-align: justify;\">特斯拉更新了其欧洲官网，移除了新款 Model S 和 Model X 的订购选项，仅保留了从现有库存中购买的选择。特斯拉于 2023 年停止这两款电动汽车的右舵版的生产。此前，特斯拉已于今年 4 月份在中国市场停售 Model S 和 Model X 新车，使得欧洲和北美成为这两款车的主要市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2781634e72e682e2b2e5544986cda52c\" title=\"\" tg-width=\"1042\" tg-height=\"756\"/></p><p style=\"text-align: justify;\">如今，随着欧洲市场的退出，美国和加拿大成为仅剩的这两款车型的主要市场。今年早些时候，特斯拉对 Model S 和 Model X 进行了更新，增加了多色氛围灯以及其它一些小的调整，但价格却有所上涨，让消费者感到不满，外界认为特斯拉实际上已经放弃了这两款曾经的明星产品。</p><p style=\"text-align: justify;\">实际上，Model S 和 Model X 的销量也从曾经的焦点逐渐沦为注脚。过去几年中，Model S 和 Model X 与 Cybertruck 和 Semi 一起被归类于公司生产和交付报告中的“其他车型”类别。今年上半年，特斯拉仅交付了 23,275 辆“其他车型”，而 Model 3 和 Model Y 的全球交付量则接近 70 万辆。</p><p style=\"text-align: justify;\">据 InsideEV 称，从目前的情况来看，Model S 和 Model X 似乎已经走到了尽头，特斯拉全面停产这两款车或许只是时间问题。随着三排座 Model Y 即将于秋季在中国推出，价格更高的 Model X 对普通消费者来说已经没有意义，而同样昂贵的 Model S 如今也沦为一款小众产品。</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>特斯拉放弃 Model S / X？继中国市场后欧洲市场也只提供库存车</title>\n<style 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href=\"https://www.ithome.com/0/871/888.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/871/888.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192925247","content_text":"曾经被视为电动汽车行业标杆的特斯拉 Model S 和 Model X，如今在公司的发展历程中已沦为边缘角色。继中国市场后，特斯拉刚刚又在欧洲市场不再允许消费者购买定制的 Model S 和 Model X，仅提供库存车。特斯拉更新了其欧洲官网，移除了新款 Model S 和 Model X 的订购选项，仅保留了从现有库存中购买的选择。特斯拉于 2023 年停止这两款电动汽车的右舵版的生产。此前，特斯拉已于今年 4 月份在中国市场停售 Model S 和 Model X 新车，使得欧洲和北美成为这两款车的主要市场。如今，随着欧洲市场的退出，美国和加拿大成为仅剩的这两款车型的主要市场。今年早些时候，特斯拉对 Model S 和 Model X 进行了更新，增加了多色氛围灯以及其它一些小的调整，但价格却有所上涨，让消费者感到不满，外界认为特斯拉实际上已经放弃了这两款曾经的明星产品。实际上，Model S 和 Model X 的销量也从曾经的焦点逐渐沦为注脚。过去几年中，Model S 和 Model X 与 Cybertruck 和 Semi 一起被归类于公司生产和交付报告中的“其他车型”类别。今年上半年，特斯拉仅交付了 23,275 辆“其他车型”，而 Model 3 和 Model Y 的全球交付量则接近 70 万辆。据 InsideEV 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