西瓜皮叔的个人主页 - 老虎社区

西瓜皮叔

西瓜皮叔

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IP属地：上海

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0勋章

04-25

$NQ100指数主连 2506(NQmain)$ 在最低点买put，被多头暴打了55555

04-07

$比亚迪股份(01211)$ 看跌走早了……无限难受

03-19

$卡夫亨氏(KHC)$ 以为买了个防御型的票，结果太弱了

03-17

$英特尔(INTC)$ 力挺到30

03-12

$纳斯达克(.IXIC)$ 今天的反转戏码开盘就演完了？

03-12

嗯～坐等上月球

@WWAANNGG:$特斯拉(TSLA)$ 盘前大涨进去会吃大亏

03-12

$特斯拉(TSLA)$ 有短期看多到260的么

03-12

$特斯拉(TSLA)$ 在跌下去脸都不要了，差不多可以了

03-08

$奈飞(NFLX)$ 止跌了？别吓我……

03-06

哪有过坏消息……一点消息都没就开始跌了呀

坏消息已被消化！“华尔街神算子”：美股或在3、4、5月大涨

02-27

$MIU.HK 20250328 33.00 CALL$ 少了5000利润[流泪] [流泪] [流泪] [流泪]

02-27

$阿里巴巴-W(09988)$ 还能回本吗

02-27

$理想汽车-W(02015)$ 怎么破兄弟们求教

02-26

$LAU.HK 20250328 135.00 CALL$ 糟糕了，怎么办，大家别拉爆我

02-10

能起飞吗

快手本地生活“新春团购节”GMV同比增长117% 新线城市GMV同比增速达一二线城市的两倍

01-28

精力放主业上不好么

蔚来已组建20人左右团队调研机器狗项目

2024-12-09

$拼多多(PDD)$ 你行不行啊，没20个点对得起大家的期待吗

2024-10-15

请问官方销售数据啥时候发布

乐道大卖，哪咤慌了？

2024-10-15

$Coinbase Global, Inc.(COIN)$ 每次一买就跌，不能让我赚一笔吗

2024-10-15

$特朗普媒体科技集团(DJT)$ 国庆节期间，踏空……这下不敢进了

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22:12","market":"us","language":"zh","title":"坏消息已被消化！“华尔街神算子”：美股或在3、4、5月大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1115282349","media":"金十数据","summary":"可能会上涨10%至15%。","content":"<html><head></head><body><p>素有“华尔街神算子”之称的汤姆·李（Tom Lee）表示，<strong>股市已经消化了许多坏消息，现在是买入的好时机，并且在未来几个月内有望大幅上涨。</strong></p><p style=\"text-align: justify;\">这位Fundstrat Global Advisors研究主管周三在接受CNBC节目采访时表示：“我很乐观。我理解为什么投资者会按兵不动……他们确实不知道这些关税的影响会有多严重，也不知道会持续多久。”</p><p style=\"text-align: justify;\">李继续说道：“但是，现在我们看到了大幅的价格调整，市场情绪也有所降温。就像今天（周三），我们得到了一份糟糕的ADP就业报告，然而市场实际上却上涨了。”</p><p style=\"text-align: justify;\">在他看来，这意味着美股正在 “因坏消息而上涨，这是一个好迹象，表明许多坏消息已经被计入了股价当中”。</p><p style=\"text-align: justify;\">事实上，李表示，现在市场在情绪方面基本上已经经历了他所认为的熊市，并且此前的动量交易也在逐步平仓，因此<strong>美股“极有可能”在3月、4月和5月 “大幅上涨”，可能会上涨10%至15%。</strong></p><p style=\"text-align: justify;\">本周，由于总统特朗普实施的关税以及对美国商品的报复性关税打压了投资者情绪和企业盈利预期，美国三大主要股指在本月伊始均下跌超过1%。标普500指数在2025年至今已下跌1.5%，纳斯达克综合指数较近期高点一度短暂下跌了10%，进入技术回调区间。</p><p style=\"text-align: justify;\">尽管如此，李表示他<strong>依然选择买入</strong>。周三，三大指数均出现反弹，从连续两日的下跌中回升，原因是白宫对汽车制造商做出的让步安抚了投资者的情绪。</p><p style=\"text-align: justify;\">李说：“众所周知，<strong>股市会在坏消息达到顶峰之前触底。</strong>所以，如果我们看到市场在坏消息面前没有下跌，那就意味着市场已经将许多可能会让我们感到恐慌的因素都计入了股价当中。”</p></body></html>","source":"jssj","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>坏消息已被消化！“华尔街神算子”：美股或在3、4、5月大涨</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/166086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115282349","content_text":"素有“华尔街神算子”之称的汤姆·李（Tom Lee）表示，股市已经消化了许多坏消息，现在是买入的好时机，并且在未来几个月内有望大幅上涨。这位Fundstrat Global Advisors研究主管周三在接受CNBC节目采访时表示：“我很乐观。我理解为什么投资者会按兵不动……他们确实不知道这些关税的影响会有多严重，也不知道会持续多久。”李继续说道：“但是，现在我们看到了大幅的价格调整，市场情绪也有所降温。就像今天（周三），我们得到了一份糟糕的ADP就业报告，然而市场实际上却上涨了。”在他看来，这意味着美股正在 “因坏消息而上涨，这是一个好迹象，表明许多坏消息已经被计入了股价当中”。事实上，李表示，现在市场在情绪方面基本上已经经历了他所认为的熊市，并且此前的动量交易也在逐步平仓，因此美股“极有可能”在3月、4月和5月 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call了吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402064730083504,"gmtCreate":1739178995441,"gmtModify":1739178997280,"author":{"id":"3567829904126300","authorId":"3567829904126300","name":"西瓜皮叔","avatar":"https://static.tigerbbs.com/7e9962c29a98bfb1c78747b810826a95","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567829904126300","authorIdStr":"3567829904126300"},"themes":[],"htmlText":"能起飞吗","listText":"能起飞吗","text":"能起飞吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402064730083504","repostId":"2509841039","repostType":2,"repost":{"id":"2509841039","kind":"news","pubTimestamp":1739010312,"share":"https://www.laohu8.com/m/news/2509841039?lang=&edition=full","pubTime":"2025-02-08 18:25","market":"us","language":"zh","title":"快手本地生活“新春团购节”GMV同比增长117% 新线城市GMV同比增速达一二线城市的两倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2509841039","media":"金融界资讯","summary":"数据显示，1月26日至2月4日活动期间，快手本地生活GMV同比增长117%。报告显示，新春团购节期间，快手本地生活新线城市日均支付用户数环比节前增长234%，GMV同比增速达一二线城市的两倍。快手本地生活相关负责人表示。","content":"<html><body><div>\n<p>2月8日，快手发布《2025新春团购节老铁消费报告》（下文简称“报告”）。数据显示，1月26日至2月4日活动期间，快手本地生活GMV同比增长117%。</p><p>“返乡过年”带火了新线城市（三线及以下城市）消费，过年期间新线城市日均支付用户数环比节前增长234%，GMV同比增速是一二线城市的近两倍。</p><p>看电影、购物成为春节期间最受老铁欢迎的娱乐活动，报告显示，快手本地生活休闲娱乐品类GMV同比增长530%，电影院、电玩游戏厅、洗浴中心成为最受欢迎的娱乐场所。进场零售品类GMV同比增长387%，黄金、电动车、商超购物成为春节期间老铁最爱的消费选择。</p><p><strong>小城消费潜力爆发 新线城市GMV增速达一二线城市的两倍</strong></p><p>春节期间本地线下消费迎来高峰，报告显示，快手本地生活新春团购节期间日均支付用户数同比增长80%，品牌商家也同时获得大量新客，品牌新客同比增长40%，唐山、沈阳、郑州、北京、石家庄成为消费热度排名前五的城市。</p><p>“返乡团圆”仍然是春节主旋律，这也带动了假日期间小城市消费的火爆。报告显示，新春团购节期间，快手本地生活新线城市日均支付用户数环比节前增长234%，GMV同比增速达一二线城市的两倍。</p><p>返乡客流也为品牌带来大量消费者，报告显示，活动期间新线城市品牌新客同比增长126%。</p><p>回家乡团圆聚餐外，全家一起出游也成为许多人过年必不可少的家庭活动。报告显示，快手本地生活新春团购节活动期间，唐山河头老街、开封清明上河园、唐山南湖旅游景区、北京环球度假区、临清东宛园景区成为最受欢迎的景点。</p><p><strong>休闲娱乐GMV同比增长530% 看电影成为最受老铁喜爱的休闲活动</strong></p><p>外出游子春节返乡，许多餐厅选择春节不打烊，满足消费者节假日的餐饮需求。报告显示，春节期间小吃快餐、奶茶甜品、自助餐、火锅烧烤 、特色地方菜成为成为消费者最爱的美食品类。</p><p>吃好喝好之外，也要玩好。报告显示，活动期间快手本地生活休闲娱乐品类GMV同比增长530%，看电影成为最受老铁欢迎的春节娱乐活动，“电影票”成为过年期间最热门搜索词，《哪咤之魔童闹海》《唐探1900》《熊出没·重启未来》为老铁最爱看的电影前三名，石家庄、唐山、临沂的观众贡献了最多的票房。</p><p>春节期间黄金价格持续走高，不少老铁也选择在春节期间购买黄金作为送给父母亲人的礼物，快手本地生活进场零售GMV同比增长387%，黄金、电动车、商超购物成为春节期间老铁最爱的消费选择。</p><p>此外，春节前夕快手本地生活新推出的“赠好友”功能也受到消费者喜爱，山东、河北、广东的消费者最爱送“团购礼”。</p><p>“蛇年春节整体消费呈现爆发式增长，为蛇年整体消费奠定了良好的基础，未来快手本地生活也将携手商家，持续为更多消费者带来更多好商品、提供好服务，更好满足消费者的消费需求。”快手本地生活相关负责人表示。</p>\n<div>\n<div>\r\n            责任编辑：小讯\r\n          </div>\n</div>\n</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>快手本地生活“新春团购节”GMV同比增长117% 新线城市GMV同比增速达一二线城市的两倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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快手本地生活“新春团购节”GMV同比增长117% 新线城市GMV同比增速达一二线城市的两倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-08 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.jrj.com.cn/2025/02/08182548034752.shtml><strong>金融界资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月8日，快手发布《2025新春团购节老铁消费报告》（下文简称“报告”）。数据显示，1月26日至2月4日活动期间，快手本地生活GMV同比增长117%。“返乡过年”带火了新线城市（三线及以下城市）消费，过年期间新线城市日均支付用户数环比节前增长234%，GMV同比增速是一二线城市的近两倍。看电影、购物成为春节期间最受老铁欢迎的娱乐活动，报告显示，快手本地生活休闲娱乐品类GMV同比增长530%，电影院...</p>\n\n<a href=\"https://finance.jrj.com.cn/2025/02/08182548034752.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81024":"快手-WR","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1610":"ETF&股票定投概念","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1095":"互动媒体与服务","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1591":"就地过年概念","BK1590":"短视频概念股","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1608":"元宇宙概念","BK1575":"同股不同权","LU1720050803.USD":"安联全方位中国股票基金","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","01024":"快手-W","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC"},"source_url":"https://finance.jrj.com.cn/2025/02/08182548034752.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2509841039","content_text":"2月8日，快手发布《2025新春团购节老铁消费报告》（下文简称“报告”）。数据显示，1月26日至2月4日活动期间，快手本地生活GMV同比增长117%。“返乡过年”带火了新线城市（三线及以下城市）消费，过年期间新线城市日均支付用户数环比节前增长234%，GMV同比增速是一二线城市的近两倍。看电影、购物成为春节期间最受老铁欢迎的娱乐活动，报告显示，快手本地生活休闲娱乐品类GMV同比增长530%，电影院、电玩游戏厅、洗浴中心成为最受欢迎的娱乐场所。进场零售品类GMV同比增长387%，黄金、电动车、商超购物成为春节期间老铁最爱的消费选择。小城消费潜力爆发 新线城市GMV增速达一二线城市的两倍春节期间本地线下消费迎来高峰，报告显示，快手本地生活新春团购节期间日均支付用户数同比增长80%，品牌商家也同时获得大量新客，品牌新客同比增长40%，唐山、沈阳、郑州、北京、石家庄成为消费热度排名前五的城市。“返乡团圆”仍然是春节主旋律，这也带动了假日期间小城市消费的火爆。报告显示，新春团购节期间，快手本地生活新线城市日均支付用户数环比节前增长234%，GMV同比增速达一二线城市的两倍。返乡客流也为品牌带来大量消费者，报告显示，活动期间新线城市品牌新客同比增长126%。回家乡团圆聚餐外，全家一起出游也成为许多人过年必不可少的家庭活动。报告显示，快手本地生活新春团购节活动期间，唐山河头老街、开封清明上河园、唐山南湖旅游景区、北京环球度假区、临清东宛园景区成为最受欢迎的景点。休闲娱乐GMV同比增长530% 看电影成为最受老铁喜爱的休闲活动外出游子春节返乡，许多餐厅选择春节不打烊，满足消费者节假日的餐饮需求。报告显示，春节期间小吃快餐、奶茶甜品、自助餐、火锅烧烤 、特色地方菜成为成为消费者最爱的美食品类。吃好喝好之外，也要玩好。报告显示，活动期间快手本地生活休闲娱乐品类GMV同比增长530%，看电影成为最受老铁欢迎的春节娱乐活动，“电影票”成为过年期间最热门搜索词，《哪咤之魔童闹海》《唐探1900》《熊出没·重启未来》为老铁最爱看的电影前三名，石家庄、唐山、临沂的观众贡献了最多的票房。春节期间黄金价格持续走高，不少老铁也选择在春节期间购买黄金作为送给父母亲人的礼物，快手本地生活进场零售GMV同比增长387%，黄金、电动车、商超购物成为春节期间老铁最爱的消费选择。此外，春节前夕快手本地生活新推出的“赠好友”功能也受到消费者喜爱，山东、河北、广东的消费者最爱送“团购礼”。“蛇年春节整体消费呈现爆发式增长，为蛇年整体消费奠定了良好的基础，未来快手本地生活也将携手商家，持续为更多消费者带来更多好商品、提供好服务，更好满足消费者的消费需求。”快手本地生活相关负责人表示。\n\n\r\n            责任编辑：小讯","news_type":1},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397367489073760,"gmtCreate":1738035953069,"gmtModify":1738035954719,"author":{"id":"3567829904126300","authorId":"3567829904126300","name":"西瓜皮叔","avatar":"https://static.tigerbbs.com/7e9962c29a98bfb1c78747b810826a95","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567829904126300","authorIdStr":"3567829904126300"},"themes":[],"htmlText":"精力放主业上不好么","listText":"精力放主业上不好么","text":"精力放主业上不好么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397367489073760","repostId":"2505275047","repostType":2,"repost":{"id":"2505275047","kind":"live","pubTimestamp":1737468683,"share":"https://www.laohu8.com/m/news/2505275047?lang=&edition=full","pubTime":"2025-01-21 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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蔚来已组建20人左右团队调研机器狗项目\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-21 22:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【蔚来已组建20人左右团队调研机器狗项目】金十数据1月21日讯，蔚来已组建20人左右团队调研机器狗项目，负责人为徐抗。徐抗曾是Momenta算法专家，在2020年之后加入蔚来自动驾驶团队。</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton 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你行不行啊，没20个点对得起大家的期待吗","text":"$拼多多(PDD)$ 你行不行啊，没20个点对得起大家的期待吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379820880527392","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360300049858800,"gmtCreate":1729004381296,"gmtModify":1729004383303,"author":{"id":"3567829904126300","authorId":"3567829904126300","name":"西瓜皮叔","avatar":"https://static.tigerbbs.com/7e9962c29a98bfb1c78747b810826a95","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567829904126300","authorIdStr":"3567829904126300"},"themes":[],"htmlText":"请问官方销售数据啥时候发布","listText":"请问官方销售数据啥时候发布","text":"请问官方销售数据啥时候发布","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360300049858800","repostId":"2475845527","repostType":2,"repost":{"id":"2475845527","kind":"news","pubTimestamp":1728984778,"share":"https://www.laohu8.com/m/news/2475845527?lang=&edition=full","pubTime":"2024-10-15 17:32","market":"hk","language":"zh","title":"乐道大卖，哪咤慌了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2475845527","media":"DoNews","summary":"撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车，蔚来终于将触角延伸至20万元左右的价格区间。近日，蔚来第二品牌乐道汽车正式发布首款车型乐道L60，定位家庭智能电动中型SUV，其中，乐道L60标准续航版售价20.69万元起，长续航版售价23.59万元起，两个版本均可选择电池租用服务，价格低至14.99万起，前者电池租用月费599元/月，而后者899元/月。首次进入20万元级别的大众市场，乐道汽车的表现可圈可点。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20241015175927311v152kbfwh5qf27j\"/><p>撰文 | 张宇</p><p>编辑 | 杨勇</p><p>题图 | 文心一格</p><p>借助乐道汽车，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>终于将触角延伸至20万元左右的价格区间。</p><p>近日，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>第二品牌乐道汽车正式发布首款车型乐道L60，定位家庭<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动中型SUV，其中，乐道L60标准续航版售价20.69万元起，长续航版售价23.59万元起，两个版本均可选择电池租用服务（BaaS），价格低至14.99万起，前者电池租用月费599元/月，而后者899元/月。9月28日起开启全国交付。</p><p>在发布会上，乐道总裁艾铁成从安全、空间、座舱、补能、乘驾体验以及智能驾驶六个方面，对乐道L60进行了全面解析：“乐道L60在同级别与价位车型的基础上，带来了更多智能化、空间设计、能耗、补能方面的高阶体验。”</p><p>首次进入20万元级别的大众市场，乐道汽车的表现可圈可点。</p><p>蔚来汽车董事长兼CEO李斌表示，乐道L60已经“爆单了”，“乐道L60发布后订单量扩容了5倍。目前合肥工厂可实现月产1万辆蔚来汽车和2万辆乐道汽车，但新车上市要面临产能爬坡，乐道L60的交付会争取实现10月5000辆、11月1万辆、明年1月1.6万辆、明年3月2万辆的目标。此外，李斌还表示，乐道汽车将会保持每年发布一款车型的节奏，明年将会推出一款6-7座中大型SUV，每一款车团队都希望像<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y一样，成为“引力车型”。</p><p>特斯拉Model Y是乐道品牌发布以来的对标对象，乐道L60正式发布后，乐道汽车的意图已经十分明显：其不仅要在产品力上超越特斯拉Model Y，而且还要通过BaaS模式，在价格上更胜特斯拉Model Y一筹。</p><p>不过，对标特斯拉Model Y的车型数不胜数，比如小鹏G6、<a href=\"https://laohu8.com/S/ZK\">极氪</a>7X、智界R7等等，然而特斯拉Model Y的江湖地位至今未被撼动。<a href=\"https://laohu8.com/S/600109\">国金证券</a>测算，2024年上半年，在20万元至30万元的SUV市场（含燃油车），特斯拉Model Y一举拿下23.8%的市占率，稳居第一名。</p><p>对于乐道汽车而言，其将租电价格杀到15万元区间，很大一部分原因或在于对抗主打该价格区间的车企。哪咤L上市后，其纯电顶配持续涨价至16万元，而对于乐道的杀手锏换电而言，哪咤在此价格上或无优势。</p><p><strong>01.</strong></p><p><strong>竞争加剧</strong></p><p>乐道L60号称全面对标特斯拉Model Y，但实际上，乐道的主要任务并非“干翻”特斯拉，而是要冲入10-20万元的低价区间。</p><p>2023年，蔚来的销量为160038辆，同比增长30.7%；2024年第一季度，蔚来销量为30053辆；2024年前九个月，蔚来的销量为149281辆，同比增长35.7%，但其只完成了23万辆的年度销量目标的64.9%，压力不可谓不大。</p><p>在规模效应占据主导地位的汽车市场，蔚来只有卖出更多汽车，才能逐步实现扭亏为盈。如何尽快提升销量，已成为蔚来当下最为紧迫的任务，因此，蔚来也迫切需要一款走量但又不影响其高端定位的车型，而乐道汽车担起了此重任。</p><p>对于乐道汽车的使命，李斌坦言，蔚来品牌以追求毛利率为先，而新品牌则更多追求销量。不管是分摊研发的固定费用，分摊制造成本，还是降低供应链成本，多品牌战略都是有好处的，它能够帮助整个公司去增加盈利性。“我们不会干卖一辆赔一辆这样的事，也得‘赚钱养家’，多个人能‘挣钱养家’肯定是好事。”换言之，乐道汽车将帮助蔚来实现规模效应。</p><p>但老对手也进入了大众市场。8月27日，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>第二品牌MONA发布了首款车型MONA M03，售价为11.98万元至15.58万元。根据小鹏汽车透露，MONA M03上市52分钟大定数量突破1万辆，48小时内订单数量达到3万辆。9月14日，小鹏汽车董事长何小鹏发文称，小鹏MONA的产能在10天内已经决策扩充两次，希望尽快实现新车交付。</p><p>不同于蔚来和小鹏汽车，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>虽未推出第二品牌，但也杀入了20万元级别的大众市场，2024年4月，理想汽车旗下首款30万元以下车型理想L6上市，售价为24.98万元至27.98万元。借助大空间、舒适性配置、标配四驱等亮点，2024年上上半年，理想L6的销量几乎占据理想汽车总销量的一半。截至9月19日，理想L6销量已突破10万辆。</p><p>高端市场的规模有限，蔚来必须更大的增长空间，而乐道L60能否成功走量，将与蔚来的前途和命运息息相关。但就目前而言，乐道的产能依然在爬坡中。</p><p><strong>02.</strong></p><p><strong>与哪咤竞争，乐道占上风</strong></p><p>相比对标特斯拉Model Y，乐道汽车更应该正视的对手似乎是哪咤汽车。</p><p>2024年4月，哪咤L正式上市，定位家庭智能超级增程SUV，共推出四款车型，提供纯电和增程两种动力版本，价格区间为12.99万元至15.99万元。哪咤L基于山海2.0平台打造，是全球唯一纯电续航超过300公里的增程SUV、首款搭载40度<a href=\"https://laohu8.com/S/300750\">宁德时代</a>电芯闪充大电池的车型，综合续航达1300km。</p><p>综合来看，无论是市场定位、设计配置、动力性能、续航里程还是价格区间，乐道L60都与哪咤L高度重合。此前，哪咤汽车披露的数据显示，截至5月27日，哪咤L上市35天以来，累计订单突破30000台，95%用户选择顶配310闪充红衣版。</p><p>不过，上市之初爆火的哪咤L随后却陷入了“<span>高开低走</span>”的困境。</p><p>根据车主指南网站发布的数据，哪咤L在7月至9月的销量分别为5628辆、1489辆和3842辆。截至目前，该车型在2024年的累计销量为20253辆。从销量表现来看，哪咤L难掩下滑颓势，其市场竞争力还有待提升。</p><p>既然如此，在各个方面都与哪咤L高度重合的乐道L60，会步哪咤L的后尘吗？</p><p>一位新能源汽车行业人士向DoNews表示，乐道L60的销售状况会比哪咤L强不少，一是乐道L60的设计配置更符合消费者预期，而哪咤L曾因“后防撞梁鸡屎焊”事件对品牌形象造成负面影响；二是哪咤L价格区间存在内部竞争关系，其与哪咤V、哪咤X、哪咤U等车型的价格区间存在重合，对各个车型销量均造成一定影响，相比之下，乐道L60与蔚来各个车型则不存在这一问题；三是哪咤L仍受限于产能不足，此前哪咤汽车CEO张勇坦言哪咤L上市以来订单供不应求，工厂智能加班加点保供应，但这显然不足以解决产能不足的问题。相反，李斌表示目前乐道L60在10月的产能达到5000台，12月达到1万台，明年1月至少1.6万台，明年3月超过2万台。</p><p>此外，乐道L60爆单的原因，在很大程度上还是因为具备换电模式，这使其在大众市场上充满了竞争力。比如乐道汽车全面共享蔚来的资源，在补能方面，乐道汽车支持蔚来第三代及第四代换电站，出生即坐拥1000座换电站。</p><p>但不容忽视的是，乐道汽车面临的局面也十分严峻。20万元级别的大众市场是最卷的细分赛道，其销量占整个汽车市场的44.2%，这意味着乐道汽车早已被众多竞争对手包围，比如特斯拉Model Y、极氪001、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>宋L、智己LS6、理想L6、小米SU7等，尤其是比亚迪秦的价格已经卷到了8万元以下，虽然乐道汽车的产品力不容小觑，但在极致性价比面前，产品力也只是加分项而非必选项。</p><p>李斌坦言，当单月销量达到2万辆至3万辆，乐道汽车才能实现盈亏平衡，挑战着实不小。乐道汽车究竟能不能成为“全村的希望”，还待市场检验。</p><p><strong>03.</strong></p><p><strong>换电是最大底牌</strong></p><p>与特斯拉Model Y、哪咤L等一众竞争对手相比，换电是乐道汽车最大的底牌。</p><p>在发布会上，艾铁成表示，乐道汽车可用的换电站已经达到304座，到2024年年底， 将提供超过1000座可用换电站，并在全国120个城市，计划建设200多家门店，接入350家服务中心。</p><p>“换电能给电池装上终身质保，将是蔚来今后发展中尤其重要的‘护城河’。”李斌曾不止一次地表示，换电与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>云服务相似。第一，网络效应强；第二，投资规模大、投资周期长；第三，从服务自己再到服务外部客户。“一旦做成了，门槛就会非常高。”</p><p>自2018年5月交付第一辆车起，“换电”一直是蔚来最主要的标签之一。最近几年，蔚来围绕换电进行的布局逐渐加速。</p><p>2022年7月，蔚来公布了NIO Power高速换电网络建设新计划，其将在2025年建成全面覆盖“九纵九横十九大城市群”的高速换电网络，并且将“电区房”覆盖率提升至90%。2024年8月，蔚来又发布了“终极换电战略”：2025年6月30日前，实现14个省级行政区的“换电县县通”，覆盖超过 1200 个县级行政区；2025年12月31日前，“换电县县通”覆盖27个省级行政区的2300个县级行政区，从2026年开始，最终完全实现“换电县县通”。</p><p>一位新能源汽车行业人士向DoNews分析，“从参数、配置、智驾能力等各方面来看，乐道汽车与竞争对手的差距并不大，但其中最大的差异化在于乐道汽车共享了蔚来的换电成果，尤其是针对家庭用车场景，换电的加持为乐道汽车疏通了很多困难。”</p><p>换电，已成为乐道汽车的核心竞争力及差异化打法，这也是包括特斯拉Model Y在内的竞争对手完全不具备的优势，面对市场环境的变化和竞争对手的步步紧逼，乐道汽车必须破釜沉舟。</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>乐道大卖，哪咤慌了？</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乐道大卖，哪咤慌了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-15 17:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车，蔚来终于将触角延伸至20万元左右的价格区间。近日，蔚来第二品牌乐道汽车正式发布首款车型乐道L60，定位家庭智能电动中型SUV，其中，乐道L60标准续航版售价20.69万元起，长续航版售价23.59万元起，两个版本均可选择电池租用服务（BaaS），价格低至14.99万起，前者电池租用月费599元/月，而后者899元/月。9月28日起开启全国...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","BK1610":"ETF&股票定投概念","BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1575":"同股不同权","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410151800209f44849e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2475845527","content_text":"撰文 | 张宇编辑 | 杨勇题图 | 文心一格借助乐道汽车，蔚来终于将触角延伸至20万元左右的价格区间。近日，蔚来第二品牌乐道汽车正式发布首款车型乐道L60，定位家庭智能电动中型SUV，其中，乐道L60标准续航版售价20.69万元起，长续航版售价23.59万元起，两个版本均可选择电池租用服务（BaaS），价格低至14.99万起，前者电池租用月费599元/月，而后者899元/月。9月28日起开启全国交付。在发布会上，乐道总裁艾铁成从安全、空间、座舱、补能、乘驾体验以及智能驾驶六个方面，对乐道L60进行了全面解析：“乐道L60在同级别与价位车型的基础上，带来了更多智能化、空间设计、能耗、补能方面的高阶体验。”首次进入20万元级别的大众市场，乐道汽车的表现可圈可点。蔚来汽车董事长兼CEO李斌表示，乐道L60已经“爆单了”，“乐道L60发布后订单量扩容了5倍。目前合肥工厂可实现月产1万辆蔚来汽车和2万辆乐道汽车，但新车上市要面临产能爬坡，乐道L60的交付会争取实现10月5000辆、11月1万辆、明年1月1.6万辆、明年3月2万辆的目标。此外，李斌还表示，乐道汽车将会保持每年发布一款车型的节奏，明年将会推出一款6-7座中大型SUV，每一款车团队都希望像特斯拉Model Y一样，成为“引力车型”。特斯拉Model Y是乐道品牌发布以来的对标对象，乐道L60正式发布后，乐道汽车的意图已经十分明显：其不仅要在产品力上超越特斯拉Model Y，而且还要通过BaaS模式，在价格上更胜特斯拉Model Y一筹。不过，对标特斯拉Model Y的车型数不胜数，比如小鹏G6、极氪7X、智界R7等等，然而特斯拉Model Y的江湖地位至今未被撼动。国金证券测算，2024年上半年，在20万元至30万元的SUV市场（含燃油车），特斯拉Model Y一举拿下23.8%的市占率，稳居第一名。对于乐道汽车而言，其将租电价格杀到15万元区间，很大一部分原因或在于对抗主打该价格区间的车企。哪咤L上市后，其纯电顶配持续涨价至16万元，而对于乐道的杀手锏换电而言，哪咤在此价格上或无优势。01.竞争加剧乐道L60号称全面对标特斯拉Model Y，但实际上，乐道的主要任务并非“干翻”特斯拉，而是要冲入10-20万元的低价区间。2023年，蔚来的销量为160038辆，同比增长30.7%；2024年第一季度，蔚来销量为30053辆；2024年前九个月，蔚来的销量为149281辆，同比增长35.7%，但其只完成了23万辆的年度销量目标的64.9%，压力不可谓不大。在规模效应占据主导地位的汽车市场，蔚来只有卖出更多汽车，才能逐步实现扭亏为盈。如何尽快提升销量，已成为蔚来当下最为紧迫的任务，因此，蔚来也迫切需要一款走量但又不影响其高端定位的车型，而乐道汽车担起了此重任。对于乐道汽车的使命，李斌坦言，蔚来品牌以追求毛利率为先，而新品牌则更多追求销量。不管是分摊研发的固定费用，分摊制造成本，还是降低供应链成本，多品牌战略都是有好处的，它能够帮助整个公司去增加盈利性。“我们不会干卖一辆赔一辆这样的事，也得‘赚钱养家’，多个人能‘挣钱养家’肯定是好事。”换言之，乐道汽车将帮助蔚来实现规模效应。但老对手也进入了大众市场。8月27日，小鹏汽车第二品牌MONA发布了首款车型MONA M03，售价为11.98万元至15.58万元。根据小鹏汽车透露，MONA M03上市52分钟大定数量突破1万辆，48小时内订单数量达到3万辆。9月14日，小鹏汽车董事长何小鹏发文称，小鹏MONA的产能在10天内已经决策扩充两次，希望尽快实现新车交付。不同于蔚来和小鹏汽车，理想汽车虽未推出第二品牌，但也杀入了20万元级别的大众市场，2024年4月，理想汽车旗下首款30万元以下车型理想L6上市，售价为24.98万元至27.98万元。借助大空间、舒适性配置、标配四驱等亮点，2024年上上半年，理想L6的销量几乎占据理想汽车总销量的一半。截至9月19日，理想L6销量已突破10万辆。高端市场的规模有限，蔚来必须更大的增长空间，而乐道L60能否成功走量，将与蔚来的前途和命运息息相关。但就目前而言，乐道的产能依然在爬坡中。02.与哪咤竞争，乐道占上风相比对标特斯拉Model Y，乐道汽车更应该正视的对手似乎是哪咤汽车。2024年4月，哪咤L正式上市，定位家庭智能超级增程SUV，共推出四款车型，提供纯电和增程两种动力版本，价格区间为12.99万元至15.99万元。哪咤L基于山海2.0平台打造，是全球唯一纯电续航超过300公里的增程SUV、首款搭载40度宁德时代电芯闪充大电池的车型，综合续航达1300km。综合来看，无论是市场定位、设计配置、动力性能、续航里程还是价格区间，乐道L60都与哪咤L高度重合。此前，哪咤汽车披露的数据显示，截至5月27日，哪咤L上市35天以来，累计订单突破30000台，95%用户选择顶配310闪充红衣版。不过，上市之初爆火的哪咤L随后却陷入了“高开低走”的困境。根据车主指南网站发布的数据，哪咤L在7月至9月的销量分别为5628辆、1489辆和3842辆。截至目前，该车型在2024年的累计销量为20253辆。从销量表现来看，哪咤L难掩下滑颓势，其市场竞争力还有待提升。既然如此，在各个方面都与哪咤L高度重合的乐道L60，会步哪咤L的后尘吗？一位新能源汽车行业人士向DoNews表示，乐道L60的销售状况会比哪咤L强不少，一是乐道L60的设计配置更符合消费者预期，而哪咤L曾因“后防撞梁鸡屎焊”事件对品牌形象造成负面影响；二是哪咤L价格区间存在内部竞争关系，其与哪咤V、哪咤X、哪咤U等车型的价格区间存在重合，对各个车型销量均造成一定影响，相比之下，乐道L60与蔚来各个车型则不存在这一问题；三是哪咤L仍受限于产能不足，此前哪咤汽车CEO张勇坦言哪咤L上市以来订单供不应求，工厂智能加班加点保供应，但这显然不足以解决产能不足的问题。相反，李斌表示目前乐道L60在10月的产能达到5000台，12月达到1万台，明年1月至少1.6万台，明年3月超过2万台。此外，乐道L60爆单的原因，在很大程度上还是因为具备换电模式，这使其在大众市场上充满了竞争力。比如乐道汽车全面共享蔚来的资源，在补能方面，乐道汽车支持蔚来第三代及第四代换电站，出生即坐拥1000座换电站。但不容忽视的是，乐道汽车面临的局面也十分严峻。20万元级别的大众市场是最卷的细分赛道，其销量占整个汽车市场的44.2%，这意味着乐道汽车早已被众多竞争对手包围，比如特斯拉Model Y、极氪001、比亚迪宋L、智己LS6、理想L6、小米SU7等，尤其是比亚迪秦的价格已经卷到了8万元以下，虽然乐道汽车的产品力不容小觑，但在极致性价比面前，产品力也只是加分项而非必选项。李斌坦言，当单月销量达到2万辆至3万辆，乐道汽车才能实现盈亏平衡，挑战着实不小。乐道汽车究竟能不能成为“全村的希望”，还待市场检验。03.换电是最大底牌与特斯拉Model Y、哪咤L等一众竞争对手相比，换电是乐道汽车最大的底牌。在发布会上，艾铁成表示，乐道汽车可用的换电站已经达到304座，到2024年年底， 将提供超过1000座可用换电站，并在全国120个城市，计划建设200多家门店，接入350家服务中心。“换电能给电池装上终身质保，将是蔚来今后发展中尤其重要的‘护城河’。”李斌曾不止一次地表示，换电与亚马逊云服务相似。第一，网络效应强；第二，投资规模大、投资周期长；第三，从服务自己再到服务外部客户。“一旦做成了，门槛就会非常高。”自2018年5月交付第一辆车起，“换电”一直是蔚来最主要的标签之一。最近几年，蔚来围绕换电进行的布局逐渐加速。2022年7月，蔚来公布了NIO Power高速换电网络建设新计划，其将在2025年建成全面覆盖“九纵九横十九大城市群”的高速换电网络，并且将“电区房”覆盖率提升至90%。2024年8月，蔚来又发布了“终极换电战略”：2025年6月30日前，实现14个省级行政区的“换电县县通”，覆盖超过 1200 个县级行政区；2025年12月31日前，“换电县县通”覆盖27个省级行政区的2300个县级行政区，从2026年开始，最终完全实现“换电县县通”。一位新能源汽车行业人士向DoNews分析，“从参数、配置、智驾能力等各方面来看，乐道汽车与竞争对手的差距并不大，但其中最大的差异化在于乐道汽车共享了蔚来的换电成果，尤其是针对家庭用车场景，换电的加持为乐道汽车疏通了很多困难。”换电，已成为乐道汽车的核心竞争力及差异化打法，这也是包括特斯拉Model 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