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回头看看我啦
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·
03-16 08:10
$蔚来(NIO)$
资本正与
$优信(UXIN)$
合作投资二手车基础设施。 记住，这些
$蔚来(NIO)$
汽车不会像其他固定电池的电动汽车那样贬值。 为什么？因为即使你的车开了10年，你总能换上新电池。 这真是多方共赢的局面。 难怪他们销量领先。
看
1,123
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1
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回头看看我啦
·
02-02
Waymo展示了伊卡洛斯悖论。早期靠激光雷达、雷达、高清地图和地理围栏，它在自动驾驶领先，积累数百万无人驾驶里程并推出商业服务。但这些优势正变成弱点。依赖传感器和地图的方案在受控环境优秀，却难扩展。面对停电等特殊情况（如旧金山断电导致车辆瘫痪）和成本效益问题时表现挣扎。
$特斯拉(TSLA)$
纯视觉系统在真实混乱中更坚韧，还推进无监督泛化。Waymo可能因固守旧模式而冒险，而革新者迭代更快更便宜。
看
571
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1
编组 21备份 2
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·
01-28
只有
$特斯拉(TSLA)$
会在实际发布财报前就宣称自己盈利超预期。
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246
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·
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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4,625
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3
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4
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·
2025-12-08
$蔚来(NIO)$
局势发展完全符合预期
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806
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2
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·
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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1
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·
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
613
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·
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。
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·
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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384
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·
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！
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难怪他们销量领先。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543144523276544","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528263662285544,"gmtCreate":1769981317000,"gmtModify":1770036795146,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010578","authorIdStr":"10000000000010578"},"themes":[],"title":"","htmlText":"Waymo展示了伊卡洛斯悖论。早期靠激光雷达、雷达、高清地图和地理围栏，它在自动驾驶领先，积累数百万无人驾驶里程并推出商业服务。但这些优势正变成弱点。依赖传感器和地图的方案在受控环境优秀，却难扩展。面对停电等特殊情况（如旧金山断电导致车辆瘫痪）和成本效益问题时表现挣扎。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>纯视觉系统在真实混乱中更坚韧，还推进无监督泛化。Waymo可能因固守旧模式而冒险，而革新者迭代更快更便宜。","listText":"Waymo展示了伊卡洛斯悖论。早期靠激光雷达、雷达、高清地图和地理围栏，它在自动驾驶领先，积累数百万无人驾驶里程并推出商业服务。但这些优势正变成弱点。依赖传感器和地图的方案在受控环境优秀，却难扩展。面对停电等特殊情况（如旧金山断电导致车辆瘫痪）和成本效益问题时表现挣扎。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>纯视觉系统在真实混乱中更坚韧，还推进无监督泛化。Waymo可能因固守旧模式而冒险，而革新者迭代更快更便宜。","text":"Waymo展示了伊卡洛斯悖论。早期靠激光雷达、雷达、高清地图和地理围栏，它在自动驾驶领先，积累数百万无人驾驶里程并推出商业服务。但这些优势正变成弱点。依赖传感器和地图的方案在受控环境优秀，却难扩展。面对停电等特殊情况（如旧金山断电导致车辆瘫痪）和成本效益问题时表现挣扎。$特斯拉(TSLA)$ 纯视觉系统在真实混乱中更坚韧，还推进无监督泛化。Waymo可能因固守旧模式而冒险，而革新者迭代更快更便宜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528263662285544","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526757753898168,"gmtCreate":1769612608000,"gmtModify":1770034346067,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010578","authorIdStr":"10000000000010578"},"themes":[],"title":"","htmlText":"只有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>会在实际发布财报前就宣称自己盈利超预期。","listText":"只有<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>会在实际发布财报前就宣称自己盈利超预期。","text":"只有$特斯拉(TSLA)$ 会在实际发布财报前就宣称自己盈利超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526757753898168","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516631152902600,"gmtCreate":1767148241000,"gmtModify":1767166647438,"author":{"id":"10000000000010578","authorId":"10000000000010578","name":"回头看看我啦","avatar":"https://static.tigerbbs.com/42e0fc8f237c278d0c5be111853ce4c5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010578","authorIdStr":"10000000000010578"},"themes":[],"title":"","htmlText":"<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。","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":4625,"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,"idStr":"4132837410122910","authorIdStr":"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,"idStr":"10000000000010578","authorIdStr":"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":806,"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,"idStr":"10000000000010578","authorIdStr":"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":1115,"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,"idStr":"10000000000010578","authorIdStr":"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":613,"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,"idStr":"10000000000010578","authorIdStr":"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":772,"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,"idStr":"10000000000010578","authorIdStr":"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":384,"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,"idStr":"10000000000010578","authorIdStr":"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\">$蔚来(NIO)$ 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