股市9527的个人主页 - 老虎社区

股市9527

股市9527

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07-24

$蔚来(NIO)$ 这个垃圾估计又要融资续命了吧

07-16

这个人也就是著名的韭菜跟她的投资收益裤衩子都赔掉了

木头姐日内调仓分化持续加码航天军工减持农业基因标的

07-16

$GE航空航天(GE)$ 季报出一个抬走一个美股现在完全已经被搞坏了

07-03

$蔚来(NIO)$ 国产三傻里最该倒闭的电瓶车公司

05-22

抄这个垃圾的还有利可吐？怕是互相践踏

异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐

04-27

$Intellia Therapeutics Inc(NTLA)$ **妖利好兑现后是暴跌

04-02

这货能不能不出来丢人现眼

小米股价跌超4%，雷军今晚将进行SU7“拆车直播”

01-09

$兆易创新(03986)$ 最近打新总是押错，吃了智谱这粒苍蝇💩

01-09

要饭要的好啊

跨过100万台的蔚来，凭什么活下来？

01-07

$智谱(02513)$ 垃圾废墟市场一点投机价值都没了，流动性完全抽干了

01-06

$智谱(02513)$ 分流之后，中签率有点高啊

01-05

$蔚来(NIO)$ 价值为零的垃圾股，2026没有下一步融资就会破产

2025-12-30

$壁仞科技(06082)$ 最近肉没吃到，挨了不少揍

2025-12-24

挤牙膏

北京四部门联合印发通知，进一步优化调整房地产相关政策

2025-12-22

$小米集团-W(01810)$ 毒瘤

2025-12-19

$华芢生物-B(02396)$ 开始没看暗盘居然高开低走了

2025-12-18

$华芢生物-B(02396)$ 顶格400股，怎么这么少，申购倍数不多啊

2025-12-15

$Adobe(ADBE)$ MBD 这个是真垃圾啊

2025-12-12

$果下科技(02655)$ 头槌中的越来越少了

2025-12-06

$蔚来(NIO)$ 一日游，又可以安心下跌了

去老虎APP查看更多动态

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这个垃圾估计又要融资续命了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/589287793890168","isVote":1,"tweetType":1,"viewCount":942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4215656180119372","authorId":"4215656180119372","name":"LuckyJason93","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"idStr":"4215656180119372","authorIdStr":"4215656180119372"},"content":"市场已经抛弃这个废物了，骗不到钱了","text":"市场已经抛弃这个废物了，骗不到钱了","html":"市场已经抛弃这个废物了，骗不到钱了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586474045939992,"gmtCreate":1784213654774,"gmtModify":1784213656654,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","listText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","text":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586474045939992","repostId":"2651443872","repostType":2,"repost":{"id":"2651443872","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784195848,"share":"https://www.laohu8.com/m/news/2651443872?lang=zh_CN&edition=full","pubTime":"2026-07-16 17:57","market":"hk","language":"zh","title":"木头姐日内调仓分化 持续加码航天军工 减持农业基因标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2651443872","media":"金吾财讯","summary":"当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。","content":"<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere &amp; Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</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 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>木头姐日内调仓分化 持续加码航天军工 减持农业基因标的</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; 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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木头姐日内调仓分化 持续加码航天军工 减持农业基因标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-16 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere &amp; Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"159041":"农业","161024":"军工","FMED":"Fidelity Disruptive Medicine ETF","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","BTRN":"比特币期货ETF-Global X","SPCX":"SPAC and New Issue ETF","BCCC":"Global X Bitcoin Covered Call ETF","CBTY":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - July","MADE":"iShares U.S. Manufacturing ETF","WDNA":"WisdomTree BioRevolution Fund","TXG":"10x Genomics, Inc.","SARK":"Tradr 1X Short Innovation Daily ETF","CBXA":"Calamos Bitcoin 90 Series Structured Alt Protection ETF – April","ARKF":"ARK Fintech Innovation ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPCU":"2倍做多SpaceX ETF-Defiance","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","SNK":"2倍做空SpaceX 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国产三傻里最该倒闭的电瓶车公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581547480769680","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566967017247120,"gmtCreate":1779440884995,"gmtModify":1779441071957,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"抄这个垃圾的还有利可吐？怕是互相践踏","listText":"抄这个垃圾的还有利可吐？怕是互相践踏","text":"抄这个垃圾的还有利可吐？怕是互相践踏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566967017247120","repostId":"1199518329","repostType":2,"repost":{"id":"1199518329","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1779440387,"share":"https://www.laohu8.com/m/news/1199518329?lang=zh_CN&edition=full","pubTime":"2026-05-22 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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>异动解读｜蔚来盘前下跌5.54%，一季报利好兑现后市场获利回吐</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; 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-05-22 16:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。</p><p>消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。尽管业绩表现亮眼，公司在GAAP口径下仍录得3.32亿元净亏损，且一季度交付量环比下滑33.1%，研发费用同比削减40.7%引发市场对长期竞争力的担忧。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199518329","content_text":"5月22日，蔚来盘前下跌5.54%，报5.29美元/股，成交额590.68万美元。消息面上，蔚来于5月21日发布一季度财报，营收255.3亿元人民币，同比增长112.2%，超市场预期；经调整净利润4350万元，连续两个季度实现盈利；综合毛利率19%创四年新高。二季度交付指引11万至11.5万辆，营收指引327.8亿至344.4亿元，均超分析师预期。尽管业绩表现亮眼，公司在GAAP口径下仍录得3.32亿元净亏损，且一季度交付量环比下滑33.1%，研发费用同比削减40.7%引发市场对长期竞争力的担忧。此前蔚来盘前一度大涨逾5%，当前回落或反映利好兑现后的获利回吐压力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558108249842768,"gmtCreate":1777288598586,"gmtModify":1777288600594,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NTLA\">$Intellia Therapeutics Inc(NTLA)$</a> **妖 利好兑现后是暴跌","listText":"<a href=\"https://laohu8.com/S/NTLA\">$Intellia Therapeutics Inc(NTLA)$</a> **妖 利好兑现后是暴跌","text":"$Intellia Therapeutics Inc(NTLA)$ **妖 利好兑现后是暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/558108249842768","isVote":1,"tweetType":1,"viewCount":2670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549193315330056,"gmtCreate":1775102306067,"gmtModify":1775102308622,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这货能不能不出来丢人现眼","listText":"这货能不能不出来丢人现眼","text":"这货能不能不出来丢人现眼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549193315330056","repostId":"2624521029","repostType":2,"repost":{"id":"2624521029","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1775099909,"share":"https://www.laohu8.com/m/news/2624521029?lang=zh_CN&edition=full","pubTime":"2026-04-02 11:18","market":"sh","language":"zh","title":"小米股价跌超4%，雷军今晚将进行SU7“拆车直播”","url":"https://stock-news.laohu8.com/highlight/detail?id=2624521029","media":"证券之星","summary":"小米集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。","content":"<html><body><p>4月2日早盘，外部冲突反复，港股市场再度承压，<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>华夏(513180.SH)、恒生互联网ETF<a href=\"https://laohu8.com/S/01981\">华夏</a>(513330.SH)均跌超2%。</p><p>其中，指数权重股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压<a href=\"https://laohu8.com/S/XIACY\">小米</a>手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。</p><p>《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。</p><p>机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。</p><p>没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、小米集团等，合计占比六成。</p><p>相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、<a href=\"https://laohu8.com/S/NTES\">网易</a>等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。</p><p><img src=\"https://static.stockstar.com/etf/20260402000012.png\" title=\"\"/></p></body></html>","source":"stockstar","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>小米股价跌超4%，雷军今晚将进行SU7“拆车直播”</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; 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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小米股价跌超4%，雷军今晚将进行SU7“拆车直播”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-04-02 11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>4月2日早盘，外部冲突反复，港股市场再度承压，<a href=\"https://laohu8.com/S/03032\">恒生科技ETF</a>华夏(513180.SH)、恒生互联网ETF<a href=\"https://laohu8.com/S/01981\">华夏</a>(513330.SH)均跌超2%。</p><p>其中，指数权重股<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压<a href=\"https://laohu8.com/S/XIACY\">小米</a>手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。</p><p><a href=\"https://laohu8.com/S/81810\">小米</a>集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。</p><p>《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。</p><p>机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。</p><p>没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、小米集团等，合计占比六成。</p><p>相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、<a href=\"https://laohu8.com/S/NTES\">网易</a>等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。</p><p><img src=\"https://static.stockstar.com/etf/20260402000012.png\" title=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","01810":"小米集团-W","LU0823426480.USD":"法巴中国股票经典Dis","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0348827113.USD":"ALLIANZ RCM CHINA \"AT\" ACC","LU0823426308.USD":"法巴中国股票基金","BK1506":"5G概念","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","HXXD.SI":"Xiaomi HK SDR 2to1","BK1615":"港股-互联网","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","BK1575":"同股不同权","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359201612.USD":"贝莱德中国基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK1607":"新IT概念","LU0051755006.USD":"摩根大通中国A (dist)","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) 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ACC"},"source_url":"https://fund.stockstar.com/SS2026040200013976.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2624521029","content_text":"4月2日早盘，外部冲突反复，港股市场再度承压，恒生科技ETF华夏(513180.SH)、恒生互联网ETF华夏(513330.SH)均跌超2%。其中，指数权重股小米集团-W盘中跌幅一度超4%，最低下探至30.66港元，较2025年6月27日高点61.45港元已累计下跌50%，股价遭遇“腰斩”。业内人士分析称，上游存储芯片紧缺挤压小米手机盈利，以及新车型交付未达预期，或为股价持续调整的原因。小米集团创始人雷军在社交媒体预告，将于今晚19:00至24:00进行一场特别的“拆车直播”，亲自带领技术专家团队，对一台全新的2026款小米SU7进行全车拆解。《新款小米SU7新车上市一线销售周报》调研数据显示，新车SU7在上市首周便展现出了极强的市场号召力，全国门店的平均锁单量达到了75台。最新公布的3月数据显示：小米汽车3月交付超20000台，新一代SU7交付7000台。后期关注SU7销量和新车交付进展，能否缓解市场对小米业绩的担忧。机构人士指出：自去年10月以来，港股科技板块持续震荡下行，由于流动性收缩、盈利预期下调，互联网巨头调整幅度尤为显著，恒生互联网指数从高位回撤35%，部分龙头股价均回到2024年本轮牛市启动初期，性价比较高。悲观情绪或充分释放，投资者可逢低左侧布局。没有港股交易权限的个人投资者，可关注恒生互联网ETF华夏(513330.SH)，在内地证券交易所上市，成分股聚焦互联网龙头，覆盖阿里巴巴、腾讯控股、小米集团等，合计占比六成。相比港股通互联网ETF，恒生互联网ETF(513180.SH)更全面覆盖港股互联网巨头，包括未纳入港股通的百度集团、京 东集团、网易等，支持T+0日内回转。华夏恒生互联网ETF联接C(013172.OF)则支持场外定投。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.5,"MIUmain":1.5,"XIACY":0.6,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519887977608664,"gmtCreate":1767947108435,"gmtModify":1767948197018,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$</a> 最近打新总是押错，吃了智谱这粒苍蝇💩","listText":"<a href=\"https://laohu8.com/S/03986\">$兆易创新(03986)$</a> 最近打新总是押错，吃了智谱这粒苍蝇💩","text":"$兆易创新(03986)$ 最近打新总是押错，吃了智谱这粒苍蝇💩","images":[{"img":"https://static.tigerbbs.com/4be04a4136f3f866e7ec78a7a28fc1bd","width":"900","height":"1545"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/519887977608664","isVote":1,"tweetType":1,"viewCount":4908,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185497195462182","authorId":"4185497195462182","name":"悠闲54321","avatar":"https://static.tigerbbs.com/5607ee8e67efc4c619665abee673abe4","crmLevel":8,"crmLevelSwitch":0,"idStr":"4185497195462182","authorIdStr":"4185497195462182"},"content":"祝贺，我没中，中了个冷库","text":"祝贺，我没中，中了个冷库","html":"祝贺，我没中，中了个冷库"},{"author":{"id":"4175094789934862","authorId":"4175094789934862","name":"chatgptmy","avatar":"https://static.tigerbbs.com/0c05fb8792273e58c41dd04c095c21e1","crmLevel":6,"crmLevelSwitch":0,"idStr":"4175094789934862","authorIdStr":"4175094789934862"},"content":"这个中多少手是根据什么决定的呀？我只中了一手","text":"这个中多少手是根据什么决定的呀？我只中了一手","html":"这个中多少手是根据什么决定的呀？我只中了一手"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519969632326320,"gmtCreate":1767929298941,"gmtModify":1767929301203,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"要饭要的好啊","listText":"要饭要的好啊","text":"要饭要的好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519969632326320","repostId":"2602312769","repostType":2,"repost":{"id":"2602312769","kind":"news","pubTimestamp":1767920498,"share":"https://www.laohu8.com/m/news/2602312769?lang=zh_CN&edition=full","pubTime":"2026-01-09 09:01","market":"us","language":"zh","title":"跨过100万台的蔚来，凭什么活下来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2602312769","media":"新浪科技","summary":"2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091005526v152f0amj4l8pz4\"/><p>新年伊始，各家车企纷纷发布去年12月及全年战报。</p><p>其中有一家车企的表现，超出了大部分人的预期——<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。</p><p>2025年12月，<a href=\"https://laohu8.com/S/09866\">蔚来</a>公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；</p><p>2025年第四季度，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公司交付新车124,807台，同比增长71.7%，创历史新高；</p><p>2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。</p><p>2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091008966v152wefvqopvl92\"/><p>三个新高，一个里程碑，基本意味着蔚来彻底爬出2025年初的低谷，重回高速增长，走向决赛圈的舞台。</p><p>销量发布后不久，蔚来创始人、董事长、CEO李斌发布了一封全员信。信中他肯定了蔚来过去一年的成绩：“2025年，我们逐步走出谷底，公司进入发展的第三个阶段，开启了新一轮的高速增长周期。”</p><p>但李斌同时提醒同事，决赛圈的竞争将更加激烈，蔚来没有片刻放松的资格。“各位同事，智能电动汽车产业的竞争已经进入决赛阶段，技术升级迭代的节奏会越来越快，市场竞争的压力会越来越大。越是残酷的环境，越需要我们保持战略定力，不妄自菲薄，也不自欺欺人，保持初心，专注行动。”</p><p>1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。一个半小时的群访中，他<strong>22次提到“稳”，39次提到“增长”</strong>。“第三个增长周期，我们希望实现<strong>每年增长40-50%，稳健高速增长是我们的目标。</strong>”李斌说。</p><p>面对成绩不骄傲，面对挑战不怯场。相比销量增长，这份清醒和沉稳，或许是蔚来在淘汰赛淬炼里更大的收获。</p><p><strong>研发进入收获期，多品牌彻底盘活</strong></p><p>蔚来2025年成绩的含金量，不只在销量数字，更在于公司三个品牌协同效应彻底被盘活了。</p><p>去年初，蔚来处在谷底时，很大一部分看衰蔚来的舆论，都将矛头指向了多品牌战略，认为接连推出乐道、萤火虫两个子品牌，是在稀释蔚来的品牌势能和公司的整体资源。</p><p>但去年下半年，正是乐道品牌推出的L90，吹响了蔚来反攻的号角，也为后面蔚来全新ES8的热销做好了铺垫。同时，最不被看好的萤火虫品牌，销量也节节攀升，在去年12月销量突破7000台。将蔚来公司2025年的总销量拆开来看，蔚来品牌共交付178,806台，乐道品牌共交付107,808台。firefly萤火虫品牌交付39,414台，三品牌协同之势逐渐稳固。</p><p>蔚来的多品牌战略能够盘活，首要原因是长期的研发投入，进入收获期。</p><p>自研的全域925V新平台、自研芯片、自研操作系统等成果接连上车，不仅极大提升了产品体验，同时在技术层面上实现降本，让乐道L90、全新ES8两款产品在各自价位段都拥有极强的产品竞争力。乐道L90上市4个月交付突破4万台，蔚来全新ES8上市仅100天，交付突破4万台，创40万以上车型交付“破四万”最快纪录。</p><p>两款出自同平台，但适配不同需求、不同价位段的车型，协力打穿大三排SUV这一市场，带动蔚来走出低谷，证明了平台化研发和多品牌策略的正确性。</p><p>多品牌战略能够成功的另一大原因，在于对用户需求的精准洞察。</p><p>这方面体现最明显的，莫过于萤火虫品牌的销量增长，验证了高端小车这一需求是真实存在且长期被忽视的。随着蔚来销量重回快速增长轨道，潜在用户信心极大提振，多品牌战略的增长空间有望在决赛圈进一步释放。</p><p>按照李斌在内部信中的规划，开拓下沉市场是蔚来2026年的工作重点之一。群访中，蔚来联合创始人、总裁秦力洪透露，公司计划在有销量的下沉市场，开设蔚来、乐道、firefly萤火虫的三品牌“SKY”综合店，第一批将在春节之前开业。</p><p><strong>决赛圈“稳”中求胜</strong></p><p>除了销量增长势头回稳，上一轮周期里，蔚来团队也在市场淬炼里变得更加成熟、沉稳，这可能是蔚来被外界低估的一项改变。</p><p>为了走出低谷，实现长期可持续经营，2025年初，蔚来落地了名为CBU（基本经营单元）的经营机制，每个单元都必须建立明确的ROI（投入产出比）指标和业绩奖惩制度。</p><p>CBU的核心不是降本，而是提高团队的整体效率。李斌在去年11月一次媒体沟通会上举过一个例子：“以前我们研发都是立大项，都是几个亿十个亿这么去立项的，现在立项都是几万块钱，几十万，几百万这么去立项的。而且都要闭环，都要责任到人。”</p><p>销售团队也同样要算账，蔚来建立了门店，以及Fellow个人的经营报表，从研发到销售，每个人给公司做了多少贡献，都清晰可见，避免了资源浪费的同时，整个团队利出一孔，更加高效，战斗力也更强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091040471v1520e1y9jw24jw\"/><p>随着这些改变逐步落地，外界看到了一个不一样的蔚来，最直观的变化有三方面。</p><p>一是更加聚焦。以前的蔚来给人感觉什么都想做，现在的蔚来聚焦主业，专注把车造好，把车卖好。</p><p>二是执行力更高。以前蔚来不乏爆款，但总是因为种种原因错失市场机会，去年乐道L90、蔚来全新ES8两款关键车型在上市节奏、产能爬坡等方面调整迅速，没有重蹈覆辙。</p><p>三是心态更加成熟。从李斌在全员信里的表述来看，上到管理层，下到每个员工，对过去的成绩和接下来的挑战都有着清醒的认识。</p><p>李斌在信中说：“汽车行业的竞争，是3～5个点效率差距的长期竞争，我们只有具备行业领先的运营效率，才可能生存下去。”一支成熟、高效、有韧性、有定力的队伍，是蔚来面对决赛圈竞争的底气之一。</p><p><strong>2030年新能源渗透率超90%，</strong></p><p><strong>纯电占比80%，</strong></p><p><strong>蔚来在正确的方向上稳步前进</strong></p><p>说完蔚来自身的改变，再说说行业。</p><p><strong>李斌在信中预判，到2030年，新能源渗透率将超过90%，其中纯电占比将超过80%。</strong>这个数字引发了一定争议，一些人认为这一判断过于乐观。但人们总是低估五年时间能够带来的变化，站在2021年初，即便是对新能源前景最乐观的人，恐怕也难以预料到新能源渗透率能在五年时间里突破60%。</p><p>过去几年，新能源行业突飞猛进，渗透率不断提升，但蔚来一直坚持的纯电路线增长速度落后于增程插混。结果就是，几乎所有厂商都认同新能源车变革的尽头是纯电，但仍旧把大量资源投向增程、插混等技术路线上。</p><p>客观来说，过去几年，受限于技术条件和补能基建水平，用户普遍有里程焦虑，增程和插混的确处于一个优势的窗口期。</p><p>但从2025年开始，市场风向发生了转变。去年11月，纯电成为唯一同比正增长的能源形式；继 9 月首次超过增程、燃油、插混后，<strong>纯电大三排销量已连续三个月排名所有动力形式榜首</strong>。随着蔚来全新ES8销量不断破纪录，这一差距或将持续扩大。“随着技术进步和基础设施日益完善，纯电技术带来的体验收益已经大于加电不便的体验损失。在大三排SUV这一关键市场，纯电的黄金时代正在到来。”李斌在内部信中指出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091048995v152kpgu2yo0eub\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_png/kw2nrMk65sfUtqc4Fvll8SjcaS8pYIiaDMy60ia1gRCLqCPY811XjoJwHIyafuemyDw9Lsx5Wq4cCBAwW0r0AASg/640?wx_fmt=png\"/><p>汽车行业里向来是“得大车者得天下”，大车也曾是纯电最难啃的一块细分市场。李斌认为大三排SUV的纯电拐点，是市场整体迎来纯电拐点的一个信号。</p><p>其他厂商的一些信号也在证明，纯电拐点的确在加速到来。2025年，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>纯电动汽车销量首次超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>；2026年，多家车企的“大电池增程”产品扎堆上市，而大电池增程的下一步就是纯电。</p><p>这一预判如果成真，就意味着增程车、插混车或将成为比燃油车更小众的品类，<strong>市场趋势将稳步向有利于蔚来的方向发展，深耕纯电赛道的蔚来将取得一定的先发优势。</strong></p><p>此外，购置税补贴即将退坡，采用BaaS电池租用方案买蔚来、乐道、firefly萤火虫车型，可享额外购置税减免。依据产品价格，分别可节省1,770元至9,558元不等。蔚来独特的车电分离换电模式，既能降低用户购车门槛，也能减少购置税，一定程度上降低价格战对蔚来的影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260109091108662v152454kqlqgr8i\"/><p>接下来蔚来要做的，正如李斌全员信标题说的那样：“日拱一卒，久久为功”。蔚来能否保持住来之不易的增长势头，抓住纯电的市场机遇，我们拭目以待。</p><p><strong>更多精彩</strong></p><p><strong>点击关注</strong></p><p>1</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>跨过100万台的蔚来，凭什么活下来？</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跨过100万台的蔚来，凭什么活下来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-09 09:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109091227a704ebec&s=b><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新年伊始，各家车企纷纷发布去年12月及全年战报。其中有一家车企的表现，超出了大部分人的预期——蔚来。2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109091227a704ebec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4548":"巴美列捷福持仓","NIO.SI":"蔚来","BK4574":"无人驾驶","BK4509":"腾讯概念","NIO":"蔚来","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","LU0052750758.USD":"富兰克林中国基金A Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109091227a704ebec&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2602312769","content_text":"新年伊始，各家车企纷纷发布去年12月及全年战报。其中有一家车企的表现，超出了大部分人的预期——蔚来。2025年12月，蔚来公司交付新车48,135台，位列新势力第三，同比增长54.6%，创历史新高；2025年第四季度，蔚来公司交付新车124,807台，同比增长71.7%，创历史新高；2025年全年，蔚来公司共交付新车326,028台，同比增长46.9%，创历史新高。2026年1月6日，蔚来公司第100万台量产车下线，达成新的里程碑。三个新高，一个里程碑，基本意味着蔚来彻底爬出2025年初的低谷，重回高速增长，走向决赛圈的舞台。销量发布后不久，蔚来创始人、董事长、CEO李斌发布了一封全员信。信中他肯定了蔚来过去一年的成绩：“2025年，我们逐步走出谷底，公司进入发展的第三个阶段，开启了新一轮的高速增长周期。”但李斌同时提醒同事，决赛圈的竞争将更加激烈，蔚来没有片刻放松的资格。“各位同事，智能电动汽车产业的竞争已经进入决赛阶段，技术升级迭代的节奏会越来越快，市场竞争的压力会越来越大。越是残酷的环境，越需要我们保持战略定力，不妄自菲薄，也不自欺欺人，保持初心，专注行动。”1月6日，蔚来公司百万台量产车下线后的媒体群访里，李斌详细解释了蔚来2026年，以及更长期的战略。一个半小时的群访中，他22次提到“稳”，39次提到“增长”。“第三个增长周期，我们希望实现每年增长40-50%，稳健高速增长是我们的目标。”李斌说。面对成绩不骄傲，面对挑战不怯场。相比销量增长，这份清醒和沉稳，或许是蔚来在淘汰赛淬炼里更大的收获。研发进入收获期，多品牌彻底盘活蔚来2025年成绩的含金量，不只在销量数字，更在于公司三个品牌协同效应彻底被盘活了。去年初，蔚来处在谷底时，很大一部分看衰蔚来的舆论，都将矛头指向了多品牌战略，认为接连推出乐道、萤火虫两个子品牌，是在稀释蔚来的品牌势能和公司的整体资源。但去年下半年，正是乐道品牌推出的L90，吹响了蔚来反攻的号角，也为后面蔚来全新ES8的热销做好了铺垫。同时，最不被看好的萤火虫品牌，销量也节节攀升，在去年12月销量突破7000台。将蔚来公司2025年的总销量拆开来看，蔚来品牌共交付178,806台，乐道品牌共交付107,808台。firefly萤火虫品牌交付39,414台，三品牌协同之势逐渐稳固。蔚来的多品牌战略能够盘活，首要原因是长期的研发投入，进入收获期。自研的全域925V新平台、自研芯片、自研操作系统等成果接连上车，不仅极大提升了产品体验，同时在技术层面上实现降本，让乐道L90、全新ES8两款产品在各自价位段都拥有极强的产品竞争力。乐道L90上市4个月交付突破4万台，蔚来全新ES8上市仅100天，交付突破4万台，创40万以上车型交付“破四万”最快纪录。两款出自同平台，但适配不同需求、不同价位段的车型，协力打穿大三排SUV这一市场，带动蔚来走出低谷，证明了平台化研发和多品牌策略的正确性。多品牌战略能够成功的另一大原因，在于对用户需求的精准洞察。这方面体现最明显的，莫过于萤火虫品牌的销量增长，验证了高端小车这一需求是真实存在且长期被忽视的。随着蔚来销量重回快速增长轨道，潜在用户信心极大提振，多品牌战略的增长空间有望在决赛圈进一步释放。按照李斌在内部信中的规划，开拓下沉市场是蔚来2026年的工作重点之一。群访中，蔚来联合创始人、总裁秦力洪透露，公司计划在有销量的下沉市场，开设蔚来、乐道、firefly萤火虫的三品牌“SKY”综合店，第一批将在春节之前开业。决赛圈“稳”中求胜除了销量增长势头回稳，上一轮周期里，蔚来团队也在市场淬炼里变得更加成熟、沉稳，这可能是蔚来被外界低估的一项改变。为了走出低谷，实现长期可持续经营，2025年初，蔚来落地了名为CBU（基本经营单元）的经营机制，每个单元都必须建立明确的ROI（投入产出比）指标和业绩奖惩制度。CBU的核心不是降本，而是提高团队的整体效率。李斌在去年11月一次媒体沟通会上举过一个例子：“以前我们研发都是立大项，都是几个亿十个亿这么去立项的，现在立项都是几万块钱，几十万，几百万这么去立项的。而且都要闭环，都要责任到人。”销售团队也同样要算账，蔚来建立了门店，以及Fellow个人的经营报表，从研发到销售，每个人给公司做了多少贡献，都清晰可见，避免了资源浪费的同时，整个团队利出一孔，更加高效，战斗力也更强。随着这些改变逐步落地，外界看到了一个不一样的蔚来，最直观的变化有三方面。一是更加聚焦。以前的蔚来给人感觉什么都想做，现在的蔚来聚焦主业，专注把车造好，把车卖好。二是执行力更高。以前蔚来不乏爆款，但总是因为种种原因错失市场机会，去年乐道L90、蔚来全新ES8两款关键车型在上市节奏、产能爬坡等方面调整迅速，没有重蹈覆辙。三是心态更加成熟。从李斌在全员信里的表述来看，上到管理层，下到每个员工，对过去的成绩和接下来的挑战都有着清醒的认识。李斌在信中说：“汽车行业的竞争，是3～5个点效率差距的长期竞争，我们只有具备行业领先的运营效率，才可能生存下去。”一支成熟、高效、有韧性、有定力的队伍，是蔚来面对决赛圈竞争的底气之一。2030年新能源渗透率超90%，纯电占比80%，蔚来在正确的方向上稳步前进说完蔚来自身的改变，再说说行业。李斌在信中预判，到2030年，新能源渗透率将超过90%，其中纯电占比将超过80%。这个数字引发了一定争议，一些人认为这一判断过于乐观。但人们总是低估五年时间能够带来的变化，站在2021年初，即便是对新能源前景最乐观的人，恐怕也难以预料到新能源渗透率能在五年时间里突破60%。过去几年，新能源行业突飞猛进，渗透率不断提升，但蔚来一直坚持的纯电路线增长速度落后于增程插混。结果就是，几乎所有厂商都认同新能源车变革的尽头是纯电，但仍旧把大量资源投向增程、插混等技术路线上。客观来说，过去几年，受限于技术条件和补能基建水平，用户普遍有里程焦虑，增程和插混的确处于一个优势的窗口期。但从2025年开始，市场风向发生了转变。去年11月，纯电成为唯一同比正增长的能源形式；继 9 月首次超过增程、燃油、插混后，纯电大三排销量已连续三个月排名所有动力形式榜首。随着蔚来全新ES8销量不断破纪录，这一差距或将持续扩大。“随着技术进步和基础设施日益完善，纯电技术带来的体验收益已经大于加电不便的体验损失。在大三排SUV这一关键市场，纯电的黄金时代正在到来。”李斌在内部信中指出。汽车行业里向来是“得大车者得天下”，大车也曾是纯电最难啃的一块细分市场。李斌认为大三排SUV的纯电拐点，是市场整体迎来纯电拐点的一个信号。其他厂商的一些信号也在证明，纯电拐点的确在加速到来。2025年，比亚迪纯电动汽车销量首次超过特斯拉；2026年，多家车企的“大电池增程”产品扎堆上市，而大电池增程的下一步就是纯电。这一预判如果成真，就意味着增程车、插混车或将成为比燃油车更小众的品类，市场趋势将稳步向有利于蔚来的方向发展，深耕纯电赛道的蔚来将取得一定的先发优势。此外，购置税补贴即将退坡，采用BaaS电池租用方案买蔚来、乐道、firefly萤火虫车型，可享额外购置税减免。依据产品价格，分别可节省1,770元至9,558元不等。蔚来独特的车电分离换电模式，既能降低用户购车门槛，也能减少购置税，一定程度上降低价格战对蔚来的影响。接下来蔚来要做的，正如李斌全员信标题说的那样：“日拱一卒，久久为功”。蔚来能否保持住来之不易的增长势头，抓住纯电的市场机遇，我们拭目以待。更多精彩点击关注1","news_type":1,"symbols_score_info":{"NIO":1.98,"EVS.SI":0.6,"09866":1.98,"NIO.SI":1.98}},"isVote":1,"tweetType":1,"viewCount":2440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519344432042448,"gmtCreate":1767776427655,"gmtModify":1767777589884,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091799483385130","authorIdStr":"4091799483385130"},"themes":[],"title":"","htmlText":"<a 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16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京市贯彻落实中央经济工作会议精神，着力稳定房地产市场。12月24日，市住房城乡建设委、市发展改革委、人民银行北京市分行、北京住房公积金管理中心等4部门联合印发《关于进一步优化调整本市房地产相关政策的通知》（以下简称《通知》），自2025年12月24日起施行。</p><p style=\"text-align: justify;\">《通知》明确，为更好满足居民刚性住房需求和多样化改善性住房需求，进一步优化调整住房限购政策。一是放宽非京籍家庭购房条件。将非京籍家庭购买五环内商品住房的社保或个税缴纳年限，由现行的“3年”调减为“2年”；购买五环外商品住房的，由现行的“2年”调减为“1年”。二是支持多子女家庭住房需求。二孩及以上的多子女家庭，可在五环内多购买一套商品住房，即：京籍多子女家庭，可在五环内购买3套商品住房；在京连续2年缴纳社保或个税的非京籍多子女家庭，可在五环内购买2套商品住房。</p><p style=\"text-align: justify;\">《通知》明确，进一步优化个人住房信贷政策，银行业金融机构根据北京地区市场利率定价自律机制要求和本机构经营状况、客户风险状况等因素，在利率定价机制安排方面不再区分首套住房和二套住房，合理确定每笔商业性个人住房贷款的具体利率水平。关于住房贷款相关业务，可向经办银行具体咨询。</p><p style=\"text-align: justify;\">《通知》明确，加大公积金支持住房消费力度，调整二套住房公积金贷款最低首付比例，对借款申请人（含共同申请人）使用公积金个人住房贷款购买二套住房的，最低首付款比例由不低于30%调整为不低于25%。</p><p style=\"text-align: justify;\">《通知》还提出，为进一步优化营商环境，提升房地产投资效率，调整招拍挂拿地的房地产开发项目立项方式，由市区分级核准调整为区级备案。</p><p>截至发稿，<a href=\"https://laohu8.com/S/DUO\">房多多</a> 夜盘涨近5%，贝壳涨近2%。</p><p></p><p 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