连四海的个人主页 - 老虎社区

连四海

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2023-06-01

$巴拉德动力系统(BLDP)$ 持有到2025，看长期…

2021-12-31

$商汤-W(00020)$商汤还没找到落地赚钱的场景！所以股价虚高太多，2022坐等股价回落到2港币以下

2021-11-03

$36氪(KRKR)$现在一万美金也许能拉升10个点，撬动600万美金市值，期待后续有大资金流入

2021-10-29

$老虎证券(TIGR)$今天进场，赌反弹

2021-09-06

$喆丽控股(02209)$守得云开见月明，再等下一季财报

2021-09-03

$e家快服(EJH)$整体还是不错的，现在价格确实偏低，比较合理的价格是在4.5-8之间波动，相信四季度股价会回到该区间

2021-09-02

$e家快服(EJH)$何时回到4.5刀的发行价呢？[难过]

2021-09-01

$36氪(KRKR)$貌似2万刀就可以拉升10%[笑哭]

2021-08-31

$滴滴(DIDI)$继续等待

2021-08-25

$36氪(KRKR)$这股最主要是没什么成交量，如果换手率到1%以上才可能持续拉升，现在换手率只有0.1%，还需要耐心等待，等风起

2021-08-25

$Clover Health Corp(CLOV)$坐等今天冲到9.5刀

2021-08-24

$Clover Health Corp(CLOV)$希望今天能变绿[微笑]

2021-08-24

拼多多最大利好，是阿里最近诸事不顺

今日放榜！拼多多盘前涨幅扩大至超12%

2021-08-23

$滴滴(DIDI)$滴滴年底能翻倍吗？

2021-08-23

$36氪(KRKR)$预测一下后面趋势，今天收盘1.75，明天盘前1.8，开盘后冲到1.9，量增，后面两个月逐步涨到2.5左右

2021-08-23

明晚业绩报告会会有惊喜吗？

2021-08-18

仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！

罗生门：蔚来官方否认与“500车主声明”有关

2021-08-10

$Faraday Future(FFIE)$Fisker今天要暴拉了，FF是否会呈现同样趋势呢？

2021-07-29

$Clover Health Corp(CLOV)$先看到12以上[微笑]

2021-07-29

$Faraday Future(FFIE)$待15以上再说

去老虎APP查看更多动态

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感觉下个星期一很危险。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817994248,"gmtCreate":1630895558884,"gmtModify":1630895558884,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02209\">$喆丽控股(02209)$</a>守得云开见月明，再等下一季财报","listText":"<a 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[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818533615,"gmtCreate":1630418318437,"gmtModify":1630418318437,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>继续等待","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>继续等待","text":"$滴滴(DIDI)$继续等待","images":[{"img":"https://static.tigerbbs.com/631994dc3085647ef64db647135ea6fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818533615","isVote":1,"tweetType":1,"viewCount":4011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":837402363,"gmtCreate":1629903070752,"gmtModify":1629903070752,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>这股最主要是没什么成交量，如果换手率到1%以上才可能持续拉升，现在换手率只有0.1%，还需要耐心等待，等风起","listText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>这股最主要是没什么成交量，如果换手率到1%以上才可能持续拉升，现在换手率只有0.1%，还需要耐心等待，等风起","text":"$36氪(KRKR)$这股最主要是没什么成交量，如果换手率到1%以上才可能持续拉升，现在换手率只有0.1%，还需要耐心等待，等风起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837402363","isVote":1,"tweetType":1,"viewCount":2897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837864694,"gmtCreate":1629875585218,"gmtModify":1629875585218,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>坐等今天冲到9.5刀","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>坐等今天冲到9.5刀","text":"$Clover Health Corp(CLOV)$坐等今天冲到9.5刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837864694","isVote":1,"tweetType":1,"viewCount":1982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834252180,"gmtCreate":1629809364340,"gmtModify":1629809364340,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>希望今天能变绿[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>希望今天能变绿[微笑]&nbsp;","text":"$Clover Health Corp(CLOV)$希望今天能变绿[微笑]","images":[{"img":"https://static.tigerbbs.com/b0b7def6a5ea14e6b8b9d8b2b9b4620d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834252180","isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":834226653,"gmtCreate":1629808442072,"gmtModify":1629808442072,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"拼多多最大利好，是阿里最近诸事不顺","listText":"拼多多最大利好，是阿里最近诸事不顺","text":"拼多多最大利好，是阿里最近诸事不顺","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/834226653","repostId":"1145866548","repostType":4,"repost":{"id":"1145866548","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":1629792910,"share":"https://ttm.financial/m/news/1145866548?lang=&edition=full","pubTime":"2021-08-24 16:15","market":"us","language":"zh","title":"今日放榜！拼多多盘前涨幅扩大至超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145866548","media":"老虎资讯综合","summary":"8月24日，拼多多盘前涨幅扩大至超12%，将于今日盘前发布二季度财报。\n\n拼多多Q2财报前瞻：高速增长能否继续？\n拼多多将于今日美股盘前公布2021年Q2财务报告。\n受不确定因素影响，电商股经历了不同","content":"<p>8月24日，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前涨幅扩大至超12%，将于今日盘前发布二季度财报。</p>\n<p><img src=\"https://static.tigerbbs.com/6b25d428ba279e41bcc6ad31ab519b5c\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拼多多Q2财报前瞻：高速增长能否继续？</b></p>\n<p>拼多多将于今日美股盘前公布2021年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>财务报告。</p>\n<p>受不确定因素影响，电商股经历了不同程度的下滑：近三个月，阿里巴巴（美股）跌约30%；京东（美股）跌约20%；拼多多跌约39%。在悲观情绪中，拼多多即将发布二季度财务报告，<b>投资者聚焦拼多多的高速增长能否继续以及高压监管下，多多买菜业务的发展。</b></p>\n<p><b>二季度有哪些要点值得关注</b></p>\n<p><b>首先是拼多多的成长潜力。</b>回顾近三年，拼多多一直保持高速增长除2019年Q4到2020年Q3外，其余季度拼多多一直以超100%的速度增长。从另外一个角度看，拼多多至今尚未实现盈利，而且彭博社数据显示，2020年Q3拼多多季度亏损收窄至新低的7.85亿元后，从2020年Q4开始，亏损有扩大趋势，彭博社预计2021年Q2财季，拼多多调整后亏损将达28.16亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/6799fd83f9daa24b45c799d971a42f02\" tg-width=\"837\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国内的三大电商中，阿里巴巴（市值4282亿美元），京东（市值984.2亿美元）已经实现盈利，拼多多（市值968.7亿美元）市值比肩京东，但尚未实现盈利。<b>从某种程度上说，市场看好拼多多的重要逻辑就是其业务的高速增长。</b>因此，这种高速增长能否持续是衡量股价变动的关键。</p>\n<p>从具体财务指标看，主要关注三个主要指标。<b>其一，营收增长。</b>该指标能综合体现公司业务增长的潜力。<b>其二，用户数，</b>包括拼多多总用户数以及月度/年度活跃用户数。一季度拼多多稳坐活跃用户数最高电商平台，年活跃用户数8.24亿（同期阿里8.11亿/京东5亿）。多多买菜高频消费引流，叠加直播、现金补贴等裂变玩法，Q1拼多多平均MAU稳定在7.25亿人，同比增长49%，高于年活增速。投资者需关注二季度平台用户的增长。<b>其三，日均订单数以及订单均价的变化。</b>根据渠道调研信息，多多买菜Q1日均订单数1600-1700万单；根据测算，主站日均包裹数近0.8亿件。</p>\n<p><b>其次，以社区团购业务为主的多多买菜的发展。</b>二季度高温淡季叠加高压监管，行业供需两侧均面临掣肘，草根调研显示，6月整体行业规模有约10%的环比下滑，但拼多多流量、供应链禀赋突出、且线下运营的迭代能力出众，预计将在需求平台期后持续巩固行业第一梯队位置。中信证券预计，多多买菜Q2单季GMV达211亿元，环比增长74%，日均订单量2700万单，环比增长50%。</p>\n<p>值得注意的是，随着行业竞争加剧以及多多买菜加大投入，拼多多的毛利率自2020年Q4开始下滑，彭博社预计2021年Q2毛利率将创新低至51.4%。华创证券称，随着拼多多重金投入物流与技术开发，短期毛利率与各项费率短期难以改善。</p>\n<p>中信证券称，品牌化和社区团购是拼多多重要的两条成长路径。短期看，电商行业内卷客观存在，底层机制优势保障长期竞争力。客观来看，电商行业在经历了2019-2020年低线用户的红利外溢后，已经进入新的投入周期，而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争，拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但中信证券认为，拼多多大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系，保证了平台可以提供全渠道最具性价比的商品，同时兼顾商家、尤其是中小商家的广告ROI，其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p><b>彭博社一致预期</b></p>\n<p>彭博社一致预期，2021年Q2营收267.4亿元，同比增长119.3%；调整后净亏损28.16亿元，同比扩大3546.2%；调整后每股亏损2.18元，同比扩大3541.0%。</p>\n<p><img src=\"https://static.tigerbbs.com/07c1d2daed21da041cb39f4ed3890473\" tg-width=\"1918\" tg-height=\"843\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>","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>今日放榜！拼多多盘前涨幅扩大至超12%</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\">\n今日放榜！拼多多盘前涨幅扩大至超12%\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\">2021-08-24 16:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月24日，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前涨幅扩大至超12%，将于今日盘前发布二季度财报。</p>\n<p><img src=\"https://static.tigerbbs.com/6b25d428ba279e41bcc6ad31ab519b5c\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>拼多多Q2财报前瞻：高速增长能否继续？</b></p>\n<p>拼多多将于今日美股盘前公布2021年<a href=\"https://laohu8.com/S/QTWO\">Q2</a>财务报告。</p>\n<p>受不确定因素影响，电商股经历了不同程度的下滑：近三个月，阿里巴巴（美股）跌约30%；京东（美股）跌约20%；拼多多跌约39%。在悲观情绪中，拼多多即将发布二季度财务报告，<b>投资者聚焦拼多多的高速增长能否继续以及高压监管下，多多买菜业务的发展。</b></p>\n<p><b>二季度有哪些要点值得关注</b></p>\n<p><b>首先是拼多多的成长潜力。</b>回顾近三年，拼多多一直保持高速增长除2019年Q4到2020年Q3外，其余季度拼多多一直以超100%的速度增长。从另外一个角度看，拼多多至今尚未实现盈利，而且彭博社数据显示，2020年Q3拼多多季度亏损收窄至新低的7.85亿元后，从2020年Q4开始，亏损有扩大趋势，彭博社预计2021年Q2财季，拼多多调整后亏损将达28.16亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/6799fd83f9daa24b45c799d971a42f02\" tg-width=\"837\" tg-height=\"475\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国内的三大电商中，阿里巴巴（市值4282亿美元），京东（市值984.2亿美元）已经实现盈利，拼多多（市值968.7亿美元）市值比肩京东，但尚未实现盈利。<b>从某种程度上说，市场看好拼多多的重要逻辑就是其业务的高速增长。</b>因此，这种高速增长能否持续是衡量股价变动的关键。</p>\n<p>从具体财务指标看，主要关注三个主要指标。<b>其一，营收增长。</b>该指标能综合体现公司业务增长的潜力。<b>其二，用户数，</b>包括拼多多总用户数以及月度/年度活跃用户数。一季度拼多多稳坐活跃用户数最高电商平台，年活跃用户数8.24亿（同期阿里8.11亿/京东5亿）。多多买菜高频消费引流，叠加直播、现金补贴等裂变玩法，Q1拼多多平均MAU稳定在7.25亿人，同比增长49%，高于年活增速。投资者需关注二季度平台用户的增长。<b>其三，日均订单数以及订单均价的变化。</b>根据渠道调研信息，多多买菜Q1日均订单数1600-1700万单；根据测算，主站日均包裹数近0.8亿件。</p>\n<p><b>其次，以社区团购业务为主的多多买菜的发展。</b>二季度高温淡季叠加高压监管，行业供需两侧均面临掣肘，草根调研显示，6月整体行业规模有约10%的环比下滑，但拼多多流量、供应链禀赋突出、且线下运营的迭代能力出众，预计将在需求平台期后持续巩固行业第一梯队位置。中信证券预计，多多买菜Q2单季GMV达211亿元，环比增长74%，日均订单量2700万单，环比增长50%。</p>\n<p>值得注意的是，随着行业竞争加剧以及多多买菜加大投入，拼多多的毛利率自2020年Q4开始下滑，彭博社预计2021年Q2毛利率将创新低至51.4%。华创证券称，随着拼多多重金投入物流与技术开发，短期毛利率与各项费率短期难以改善。</p>\n<p>中信证券称，品牌化和社区团购是拼多多重要的两条成长路径。短期看，电商行业内卷客观存在，底层机制优势保障长期竞争力。客观来看，电商行业在经历了2019-2020年低线用户的红利外溢后，已经进入新的投入周期，而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争，拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但中信证券认为，拼多多大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系，保证了平台可以提供全渠道最具性价比的商品，同时兼顾商家、尤其是中小商家的广告ROI，其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p><b>彭博社一致预期</b></p>\n<p>彭博社一致预期，2021年Q2营收267.4亿元，同比增长119.3%；调整后净亏损28.16亿元，同比扩大3546.2%；调整后每股亏损2.18元，同比扩大3541.0%。</p>\n<p><img src=\"https://static.tigerbbs.com/07c1d2daed21da041cb39f4ed3890473\" tg-width=\"1918\" tg-height=\"843\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145866548","content_text":"8月24日，拼多多盘前涨幅扩大至超12%，将于今日盘前发布二季度财报。\n\n拼多多Q2财报前瞻：高速增长能否继续？\n拼多多将于今日美股盘前公布2021年Q2财务报告。\n受不确定因素影响，电商股经历了不同程度的下滑：近三个月，阿里巴巴（美股）跌约30%；京东（美股）跌约20%；拼多多跌约39%。在悲观情绪中，拼多多即将发布二季度财务报告，投资者聚焦拼多多的高速增长能否继续以及高压监管下，多多买菜业务的发展。\n二季度有哪些要点值得关注\n首先是拼多多的成长潜力。回顾近三年，拼多多一直保持高速增长除2019年Q4到2020年Q3外，其余季度拼多多一直以超100%的速度增长。从另外一个角度看，拼多多至今尚未实现盈利，而且彭博社数据显示，2020年Q3拼多多季度亏损收窄至新低的7.85亿元后，从2020年Q4开始，亏损有扩大趋势，彭博社预计2021年Q2财季，拼多多调整后亏损将达28.16亿元。\n\n在国内的三大电商中，阿里巴巴（市值4282亿美元），京东（市值984.2亿美元）已经实现盈利，拼多多（市值968.7亿美元）市值比肩京东，但尚未实现盈利。从某种程度上说，市场看好拼多多的重要逻辑就是其业务的高速增长。因此，这种高速增长能否持续是衡量股价变动的关键。\n从具体财务指标看，主要关注三个主要指标。其一，营收增长。该指标能综合体现公司业务增长的潜力。其二，用户数，包括拼多多总用户数以及月度/年度活跃用户数。一季度拼多多稳坐活跃用户数最高电商平台，年活跃用户数8.24亿（同期阿里8.11亿/京东5亿）。多多买菜高频消费引流，叠加直播、现金补贴等裂变玩法，Q1拼多多平均MAU稳定在7.25亿人，同比增长49%，高于年活增速。投资者需关注二季度平台用户的增长。其三，日均订单数以及订单均价的变化。根据渠道调研信息，多多买菜Q1日均订单数1600-1700万单；根据测算，主站日均包裹数近0.8亿件。\n其次，以社区团购业务为主的多多买菜的发展。二季度高温淡季叠加高压监管，行业供需两侧均面临掣肘，草根调研显示，6月整体行业规模有约10%的环比下滑，但拼多多流量、供应链禀赋突出、且线下运营的迭代能力出众，预计将在需求平台期后持续巩固行业第一梯队位置。中信证券预计，多多买菜Q2单季GMV达211亿元，环比增长74%，日均订单量2700万单，环比增长50%。\n值得注意的是，随着行业竞争加剧以及多多买菜加大投入，拼多多的毛利率自2020年Q4开始下滑，彭博社预计2021年Q2毛利率将创新低至51.4%。华创证券称，随着拼多多重金投入物流与技术开发，短期毛利率与各项费率短期难以改善。\n中信证券称，品牌化和社区团购是拼多多重要的两条成长路径。短期看，电商行业内卷客观存在，底层机制优势保障长期竞争力。客观来看，电商行业在经历了2019-2020年低线用户的红利外溢后，已经进入新的投入周期，而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争，拼多多短期的规模增长和盈利变现均面临一定程度的压力。\n但中信证券认为，拼多多大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系，保证了平台可以提供全渠道最具性价比的商品，同时兼顾商家、尤其是中小商家的广告ROI，其渠道效率要大幅优于内容电商/其他性价比平台。\n彭博社一致预期\n彭博社一致预期，2021年Q2营收267.4亿元，同比增长119.3%；调整后净亏损28.16亿元，同比扩大3546.2%；调整后每股亏损2.18元，同比扩大3541.0%。","news_type":1,"symbols_score_info":{"PDD":0.9}},"isVote":1,"tweetType":1,"viewCount":1494,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835439838,"gmtCreate":1629730527524,"gmtModify":1629730527524,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴年底能翻倍吗？","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴年底能翻倍吗？","text":"$滴滴(DIDI)$滴滴年底能翻倍吗？","images":[{"img":"https://static.tigerbbs.com/91f502daeaa02d4e9756b1f47b889ab8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/835439838","isVote":1,"tweetType":1,"viewCount":5876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":835538417,"gmtCreate":1629726395539,"gmtModify":1629726395539,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>预测一下后面趋势，今天收盘1.75，明天盘前1.8，开盘后冲到1.9，量增，后面两个月逐步涨到2.5左右","listText":"<a href=\"https://laohu8.com/S/KRKR\">$36氪(KRKR)$</a>预测一下后面趋势，今天收盘1.75，明天盘前1.8，开盘后冲到1.9，量增，后面两个月逐步涨到2.5左右","text":"$36氪(KRKR)$预测一下后面趋势，今天收盘1.75，明天盘前1.8，开盘后冲到1.9，量增，后面两个月逐步涨到2.5左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835538417","isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835203473,"gmtCreate":1629717162992,"gmtModify":1629717162992,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"明晚业绩报告会会有惊喜吗？","listText":"明晚业绩报告会会有惊喜吗？","text":"明晚业绩报告会会有惊喜吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835203473","isVote":1,"tweetType":1,"viewCount":1966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831889128,"gmtCreate":1629300072064,"gmtModify":1629326944044,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","listText":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","text":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/831889128","repostId":"1186870898","repostType":4,"repost":{"id":"1186870898","kind":"news","pubTimestamp":1629286808,"share":"https://ttm.financial/m/news/1186870898?lang=&edition=full","pubTime":"2021-08-18 19:40","market":"us","language":"zh","title":"罗生门：蔚来官方否认与“500车主声明”有关","url":"https://stock-news.laohu8.com/highlight/detail?id=1186870898","media":"新浪科技","summary":"有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。","content":"<p>8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'<b>500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'</b>是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”</p>\n<p>另外，<b>有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。</b></p>\n<p>今日，社交媒体上贴出《500名<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统，而非自动驾驶系统或无人驾驶系统；蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。</p>\n<p><img src=\"https://static.tigerbbs.com/0f1254fabfde6853f773eba64a7dc80c\" tg-width=\"677\" tg-height=\"2149\" referrerpolicy=\"no-referrer\"></p>\n<p>此前，林文钦案车主律师林丽鸿曾质疑，蔚来宣传自动驾驶属于\"欺诈\"。 林文钦家属委托代理此案的律师林丽鸿此前表示现在案件还在调查当中，目前正等待对车辆进行技术鉴定。</p>\n<p>对于蔚来汽车“自动辅助驾驶”功能，林律师表示，“大部分人在购车时，是听销售人员给介绍这个车怎么进行使用，在这种情况之下，他的销售人员在给用户进行操作指导的时候，提出的就是说可以实现自动驾驶，包括它有一个目前还没有删掉，我们也都进行公证了这么一个页面，他直接写的是自动驾驶，没有“辅助”两个字，那么我们有个疑问，你在这些宣传页面上全部都没有写你的缺陷，而是在购买以后再告诉大家，用户手册里面有写我有各种缺陷，你这是欺诈，就是欺诈消费者。”</p>","source":"sina_tech","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>罗生门：蔚来官方否认与“500车主声明”有关</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罗生门：蔚来官方否认与“500车主声明”有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”\n另外，有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。\n今日，社交媒体上贴出《500名蔚来汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/caa91e1c0f611544b6b14d39def99a86","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186870898","content_text":"8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”\n另外，有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。\n今日，社交媒体上贴出《500名蔚来汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统，而非自动驾驶系统或无人驾驶系统；蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。\n\n此前，林文钦案车主律师林丽鸿曾质疑，蔚来宣传自动驾驶属于\"欺诈\"。 林文钦家属委托代理此案的律师林丽鸿此前表示现在案件还在调查当中，目前正等待对车辆进行技术鉴定。\n对于蔚来汽车“自动辅助驾驶”功能，林律师表示，“大部分人在购车时，是听销售人员给介绍这个车怎么进行使用，在这种情况之下，他的销售人员在给用户进行操作指导的时候，提出的就是说可以实现自动驾驶，包括它有一个目前还没有删掉，我们也都进行公证了这么一个页面，他直接写的是自动驾驶，没有“辅助”两个字，那么我们有个疑问，你在这些宣传页面上全部都没有写你的缺陷，而是在购买以后再告诉大家，用户手册里面有写我有各种缺陷，你这是欺诈，就是欺诈消费者。”","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":4292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532649651707460","authorId":"3532649651707460","name":"PJPJPJJJ","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3532649651707460","authorIdStr":"3532649651707460"},"content":"说的好像你买过也推荐过一样，假。","text":"说的好像你买过也推荐过一样，假。","html":"说的好像你买过也推荐过一样，假。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896434781,"gmtCreate":1628600348143,"gmtModify":1628600348143,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>Fisker今天要暴拉了，FF是否会呈现同样趋势呢？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>Fisker今天要暴拉了，FF是否会呈现同样趋势呢？","text":"$Faraday Future(FFIE)$Fisker今天要暴拉了，FF是否会呈现同样趋势呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/896434781","isVote":1,"tweetType":1,"viewCount":3165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808142002,"gmtCreate":1627566733006,"gmtModify":1627566733006,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>先看到12以上[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>先看到12以上[微笑]&nbsp;","text":"$Clover Health Corp(CLOV)$先看到12以上[微笑]","images":[{"img":"https://static.tigerbbs.com/5d891d2b8445c9b4edafd119d3d9e810","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808142002","isVote":1,"tweetType":1,"viewCount":2263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808148554,"gmtCreate":1627566684278,"gmtModify":1627566684278,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>待15以上再说","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>待15以上再说","text":"$Faraday Future(FFIE)$待15以上再说","images":[{"img":"https://static.tigerbbs.com/33019e7cd37bfb4d14fe599259cb5604","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808148554","isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":831889128,"gmtCreate":1629300072064,"gmtModify":1629326944044,"author":{"id":"3579169825043649","authorId":"3579169825043649","name":"连四海","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579169825043649","authorIdStr":"3579169825043649"},"themes":[],"htmlText":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","listText":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","text":"仅代表个人观点，500车主的声明，让我对蔚来敬而远之，也不会再建议身边人买蔚来车，虽然以前推荐过！因为感觉有些可怕，有传销的味道在里面！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/831889128","repostId":"1186870898","repostType":4,"repost":{"id":"1186870898","kind":"news","pubTimestamp":1629286808,"share":"https://ttm.financial/m/news/1186870898?lang=&edition=full","pubTime":"2021-08-18 19:40","market":"us","language":"zh","title":"罗生门：蔚来官方否认与“500车主声明”有关","url":"https://stock-news.laohu8.com/highlight/detail?id=1186870898","media":"新浪科技","summary":"有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。","content":"<p>8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'<b>500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'</b>是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”</p>\n<p>另外，<b>有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。</b></p>\n<p>今日，社交媒体上贴出《500名<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统，而非自动驾驶系统或无人驾驶系统；蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。</p>\n<p><img src=\"https://static.tigerbbs.com/0f1254fabfde6853f773eba64a7dc80c\" tg-width=\"677\" tg-height=\"2149\" referrerpolicy=\"no-referrer\"></p>\n<p>此前，林文钦案车主律师林丽鸿曾质疑，蔚来宣传自动驾驶属于\"欺诈\"。 林文钦家属委托代理此案的律师林丽鸿此前表示现在案件还在调查当中，目前正等待对车辆进行技术鉴定。</p>\n<p>对于蔚来汽车“自动辅助驾驶”功能，林律师表示，“大部分人在购车时，是听销售人员给介绍这个车怎么进行使用，在这种情况之下，他的销售人员在给用户进行操作指导的时候，提出的就是说可以实现自动驾驶，包括它有一个目前还没有删掉，我们也都进行公证了这么一个页面，他直接写的是自动驾驶，没有“辅助”两个字，那么我们有个疑问，你在这些宣传页面上全部都没有写你的缺陷，而是在购买以后再告诉大家，用户手册里面有写我有各种缺陷，你这是欺诈，就是欺诈消费者。”</p>","source":"sina_tech","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>罗生门：蔚来官方否认与“500车主声明”有关</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\n罗生门：蔚来官方否认与“500车主声明”有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 19:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”\n另外，有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。\n今日，社交媒体上贴出《500名蔚来汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/caa91e1c0f611544b6b14d39def99a86","relate_stocks":{"NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/tech/2021-08-18/doc-ikqciyzm2183216.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186870898","content_text":"8月18日晚间消息，据财经网报道，蔚来汽车表示：“网上流传的'500名蔚来汽车车主发布对NOP/NP系统认知的联合声明'是蔚来车主自发组织发出的一个联合声明，与官方没有关联。车主具体人数我们也不知道。”\n另外，有蔚来车主对此声明表达了异议，称他本人没有参与过那个声明。\n今日，社交媒体上贴出《500名蔚来汽车车主发布对NOP/NP系统认知的联合声明》，文中称：我们清楚知悉目前蔚来公司的NP/NOP系辅助驾驶系统，而非自动驾驶系统或无人驾驶系统；蔚来公司对NP/NOP的介绍、宣传未对我们构成混淆和误导。\n\n此前，林文钦案车主律师林丽鸿曾质疑，蔚来宣传自动驾驶属于\"欺诈\"。 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