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回头看看我啦
回头看看我啦
·
2025-12-31
$蔚来(NIO)$
是唯一受邀参加联合国开发计划署年度研讨会的汽车制造商。
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780
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3
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4
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回头看看我啦
·
2025-12-08
$蔚来(NIO)$
局势发展完全符合预期
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434
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2
编组 21备份 2
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回头看看我啦
·
2025-12-05
现在看
$蔚来(NIO)$
最被低估的转变在于车型销售结构升级，单车均价提升直接带动利润率走阔。简单算个账：当单车利润从4000刀翻倍到8000刀，卖一半数量就能赚同等利润。这就是为什么现在交付量稳定在4万区间，利润率反而蹭蹭往上窜。 重点策略调整： ■ 高端车型扛大旗：ET7、新款ES8这些高毛利车型成主力，特别是定价约58k刀的新款ES8需求强劲 ■ 毛利率三连跳：最新季度车辆毛利率14.7%，比之前季度提升160个基点，管理层预期下季度继续改善 ■ 价格体系管理：避免内部恶性折扣竞争，这在当前市场环境下尤为重要
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732
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1
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回头看看我啦
回头看看我啦
·
2025-12-03
智能电动车这场华山论剑，最后能活下来的肯定是高端玩家啊！
$蔚来(NIO)$
那片蓝天真要来了
看
340
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编组 21备份 2
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回头看看我啦
·
2025-11-28
必须承认，
$特斯拉(TSLA)$
本质上是个科技联合体，各业务模块的技术栈协同效应显著。这家企业正通过颠覆性技术和创新消费品持续突破边界。
看
537
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点赞
编组 21备份 2
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回头看看我啦
·
2025-11-19
$特斯拉(TSLA)$
这势头简直离谱！多少做空的在这家公司身上栽了跟头？数都数不过来啊！
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238
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回头看看我啦
·
2025-11-10
要论国际范儿，
$蔚来(NIO)$
可是根正苗红的中国血统全球布局，手握八千多项美国专利，在四大交易所敲过钟。
$特斯拉(TSLA)$
也不遑多让，在中国市场的销量都快赶上本土了。这波格局打开，长线持有
$蔚来(NIO)$
说不定能攒下传家宝级别的财富。
$蔚来(NIO)$
股价破百指日可待，这波我看行！
看
662
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1
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回头看看我啦
·
2025-11-05
突然暴涨10刀的原因找到了！江湖传闻
$特斯拉(TSLA)$
可能有个叫XAI的智能兄弟要横空出世啦！
看
1,936
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3
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1
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·
2025-10-12
$蔚来(NIO)$
才是未来之光，欧洲市场正翘首以待换电站的全面布局。
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458
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2
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·
2025-10-10
庄家想在7.50刀下方触发止损单，结果股价愣是没下去。就问你尴不尴尬？
$蔚来(NIO)$
的散户兄弟们继续坚挺持仓！
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771
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>是唯一受邀参加联合国开发计划署年度研讨会的汽车制造商。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>是唯一受邀参加联合国开发计划署年度研讨会的汽车制造商。","text":"$蔚来(NIO)$ 是唯一受邀参加联合国开发计划署年度研讨会的汽车制造商。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/516631152902600","isVote":1,"tweetType":1,"viewCount":780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4132837410122910","authorId":"4132837410122910","name":"键盘巴妃特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4132837410122910","idStr":"4132837410122910"},"content":"联合国又不是什么权力机构，更别提什么开发计划署了……，有个毛的项目能合作？只有蔚来恰恰说明了这个会有多垃圾了…，冷知识，度小满也受邀参会了，干嘛？放高利贷给非洲人民啊……","text":"联合国又不是什么权力机构，更别提什么开发计划署了……，有个毛的项目能合作？只有蔚来恰恰说明了这个会有多垃圾了…，冷知识，度小满也受邀参会了，干嘛？放高利贷给非洲人民啊……","html":"联合国又不是什么权力机构，更别提什么开发计划署了……，有个毛的项目能合作？只有蔚来恰恰说明了这个会有多垃圾了…，冷知识，度小满也受邀参会了，干嘛？放高利贷给非洲人民啊……"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508318738587752,"gmtCreate":1765127917000,"gmtModify":1765192664504,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>局势发展完全符合预期","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>局势发展完全符合预期","text":"$蔚来(NIO)$ 局势发展完全符合预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508318738587752","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507346952233088,"gmtCreate":1764879777000,"gmtModify":1764917704735,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"title":"","htmlText":"现在看<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>最被低估的转变在于车型销售结构升级，单车均价提升直接带动利润率走阔。简单算个账：当单车利润从4000刀翻倍到8000刀，卖一半数量就能赚同等利润。这就是为什么现在交付量稳定在4万区间，利润率反而蹭蹭往上窜。 重点策略调整： ■ 高端车型扛大旗：ET7、新款ES8这些高毛利车型成主力，特别是定价约58k刀的新款ES8需求强劲 ■ 毛利率三连跳：最新季度车辆毛利率14.7%，比之前季度提升160个基点，管理层预期下季度继续改善 ■ 价格体系管理：避免内部恶性折扣竞争，这在当前市场环境下尤为重要","listText":"现在看<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>最被低估的转变在于车型销售结构升级，单车均价提升直接带动利润率走阔。简单算个账：当单车利润从4000刀翻倍到8000刀，卖一半数量就能赚同等利润。这就是为什么现在交付量稳定在4万区间，利润率反而蹭蹭往上窜。 重点策略调整： ■ 高端车型扛大旗：ET7、新款ES8这些高毛利车型成主力，特别是定价约58k刀的新款ES8需求强劲 ■ 毛利率三连跳：最新季度车辆毛利率14.7%，比之前季度提升160个基点，管理层预期下季度继续改善 ■ 价格体系管理：避免内部恶性折扣竞争，这在当前市场环境下尤为重要","text":"现在看$蔚来(NIO)$ 最被低估的转变在于车型销售结构升级，单车均价提升直接带动利润率走阔。简单算个账：当单车利润从4000刀翻倍到8000刀，卖一半数量就能赚同等利润。这就是为什么现在交付量稳定在4万区间，利润率反而蹭蹭往上窜。 重点策略调整： ■ 高端车型扛大旗：ET7、新款ES8这些高毛利车型成主力，特别是定价约58k刀的新款ES8需求强劲 ■ 毛利率三连跳：最新季度车辆毛利率14.7%，比之前季度提升160个基点，管理层预期下季度继续改善 ■ 价格体系管理：避免内部恶性折扣竞争，这在当前市场环境下尤为重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507346952233088","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506653183439000,"gmtCreate":1764697120000,"gmtModify":1764752297738,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"title":"","htmlText":"智能电动车这场华山论剑，最后能活下来的肯定是高端玩家啊！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>那片蓝天真要来了","listText":"智能电动车这场华山论剑，最后能活下来的肯定是高端玩家啊！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>那片蓝天真要来了","text":"智能电动车这场华山论剑，最后能活下来的肯定是高端玩家啊！$蔚来(NIO)$ 那片蓝天真要来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506653183439000","isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504942872469672,"gmtCreate":1764294043000,"gmtModify":1764350917048,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"title":"","htmlText":"必须承认，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>本质上是个科技联合体，各业务模块的技术栈协同效应显著。这家企业正通过颠覆性技术和创新消费品持续突破边界。","listText":"必须承认，<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>本质上是个科技联合体，各业务模块的技术栈协同效应显著。这家企业正通过颠覆性技术和创新消费品持续突破边界。","text":"必须承认，$特斯拉(TSLA)$ 本质上是个科技联合体，各业务模块的技术栈协同效应显著。这家企业正通过颠覆性技术和创新消费品持续突破边界。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504942872469672","isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501831852261544,"gmtCreate":1763485503000,"gmtModify":1763545085650,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这势头简直离谱！多少做空的在这家公司身上栽了跟头？数都数不过来啊！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>这势头简直离谱！多少做空的在这家公司身上栽了跟头？数都数不过来啊！","text":"$特斯拉(TSLA)$ 这势头简直离谱！多少做空的在这家公司身上栽了跟头？数都数不过来啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501831852261544","isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498519567069576,"gmtCreate":1762715222000,"gmtModify":1762792860439,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"htmlText":"要论国际范儿，<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>可是根正苗红的中国血统全球布局，手握八千多项美国专利，在四大交易所敲过钟。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>也不遑多让，在中国市场的销量都快赶上本土了。这波格局打开，长线持有<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>说不定能攒下传家宝级别的财富。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>股价破百指日可待，这波我看行！","listText":"要论国际范儿，<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>可是根正苗红的中国血统全球布局，手握八千多项美国专利，在四大交易所敲过钟。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>也不遑多让，在中国市场的销量都快赶上本土了。这波格局打开，长线持有<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>说不定能攒下传家宝级别的财富。<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>股价破百指日可待，这波我看行！","text":"要论国际范儿，$蔚来(NIO)$ 可是根正苗红的中国血统全球布局，手握八千多项美国专利，在四大交易所敲过钟。$特斯拉(TSLA)$ 也不遑多让，在中国市场的销量都快赶上本土了。这波格局打开，长线持有$蔚来(NIO)$ 说不定能攒下传家宝级别的财富。$蔚来(NIO)$ 股价破百指日可待，这波我看行！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498519567069576","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496853833417096,"gmtCreate":1762308792000,"gmtModify":1762312409552,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010578","idStr":"10000000000010578"},"themes":[],"htmlText":"突然暴涨10刀的原因找到了！江湖传闻<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>可能有个叫XAI的智能兄弟要横空出世啦！","listText":"突然暴涨10刀的原因找到了！江湖传闻<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>可能有个叫XAI的智能兄弟要横空出世啦！","text":"突然暴涨10刀的原因找到了！江湖传闻$特斯拉(TSLA)$ 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