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不做赔本交易
不做赔本交易
·
00:20
$蔚来(NIO)$
4.2-4.3支撑
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不做赔本交易
不做赔本交易
·
08-01
你这个自媒体,订单全部是可退的。而且订单金额是100美元,现在的媒体真是张嘴就来,什么法律责任都不负
贾跃亭的三张牌,能让车跑起来?
7 月 28 日,贾跃亭在投资者周报里连甩三张牌:FX Super One 24 小时拿下 10034 台不可退订单、再获 1.05 亿美元融资、8 月圆石滩车展首车亮相。显然,贾跃亭这次先攻 B 端市场,避开了 C 端用户对 “PPT 造车” 的戒备。但贾跃亭聪明在先把 “清债” 摆上台面,债主不闹了,产线才能转起来。更厉害的是第三张牌:8 月 15-17 日,FX Super One 将亮相圆石滩豪华车展。
贾跃亭的三张牌,能让车跑起来?
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不做赔本交易
不做赔本交易
·
08-01
$Faraday Future Intelligent Electric Inc(FFAI)$
这股价跌的如瀑布般丝滑
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不做赔本交易
不做赔本交易
·
08-01
$Faraday Future Intelligent Electric Inc(FFAI)$
手搓生产线开始了
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不做赔本交易
不做赔本交易
·
08-01
$Faraday Future Intelligent Electric Inc(FFAI)$
看有人还拿订单说事,笨的跟猪一样,去看看老贾的陈述,全部是可退订单,不具约束性订单,全都是假的[微笑] 真正的转折点是过碰撞测试,拿到预售许可,首车下线,这个是ff转折点
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不做赔本交易
不做赔本交易
·
07-31
$蔚来(NIO)$
这个价格很有诚意
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不做赔本交易
不做赔本交易
·
07-30
$Faraday Future Intelligent Electric Inc(FFAI)$
今天多空对决啊
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不做赔本交易
不做赔本交易
·
07-30
$Faraday Future Intelligent Electric Inc(FFAI)$
我一块一的成本最开始,一路加仓 成本加仓到2.4了,不敢动了 这跌起来也虎的很,开始盈利五万刀,现在亏五千刀
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不做赔本交易
不做赔本交易
·
07-30
$Faraday Future Intelligent Electric Inc(FFAI)$
先锋领航 成本在一块钱左右 别追高了 贝莱德 先锋领航 即便没有卖出也没有追高加仓
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不做赔本交易
不做赔本交易
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07-30
$Faraday Future Intelligent Electric Inc(FFAI)$
贝莱德和先锋领航的数据都是截止6.30号的,七月22那一天换手率就可以跑光了也不一定,毕竟那几天换手率超高,即便没走,他们的成本一块钱也就
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万美元。</strong>要知道,之前 FF91 的定金可是能退的,这次贾跃亭玩得更狠。</p><p>• 后台 IP 显示,美国加州、德州、佛州占了 47%,加拿大、阿联酋各占 9%。看来北美富人区和中东土豪区成了主要客户,和 FF91 靠散户撑场面的路数大不一样。</p><p>• 订单备注里 “for fleet”(车队采购)字样特别多,租车公司、商务出行平台占比超 60%。显然,贾跃亭这次先攻 B 端市场,避开了 C 端用户对 “PPT 造车” 的戒备。</p><p>在行家眼里,这数据得好好琢磨:1000 美元不可退定金,对美国租车公司来说就是点 “试错成本”,但个人用户敢掏这笔钱,要么是真信贾跃亭,要么就是被 “AI 具身智能” 的概念吸引。可关键是,这些订单最后能变成实车交付吗?要知道,FF91 曾说有 1.4 万订单,结果三年才交了 16 辆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250801162823158v163s3rfyusmsqt\"/><p><strong>02</strong></p><p><strong>1.05 亿融资,先还债?</strong></p><p>紧接着,贾跃亭又亮出融资牌:1.05 亿美元战略融资到账,由中东资本 Master Investment Group 领投。这笔钱的花法很明确:</p><p>• 60% 用来清债,优先还 2023 年拖欠的供应商货款和部分可转债。这步棋是为了让生产线供应商放心复工,比当年 FF91 “拆东墙补西墙” 稳多了。</p><p>• 40% 投进产线,汉福德工厂的冲压、焊接车间已开始调试设备,目标是 12 月前具备单班日产 50 台的能力。</p><p>• 贾跃亭本人把 120 万美元 CEO 奖金换成股票,锁仓一年,想用 “自掏腰包” 的方式给投资人吃定心丸。</p><p><strong>懂行的都清楚,1.05 亿美元对量产来说只是小打小闹:一条完整的 MPV 生产线至少要 3 亿美元,后期的电池采购、品控测试更是无底洞。但贾跃亭聪明在先把 “清债” 摆上台面,债主不闹了,产线才能转起来。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250801162824445v1630cz7e16rjox\"/><p><strong>03</strong></p><p><strong>8 月圆石滩,首车亮相?</strong></p><p>更厉害的是第三张牌:8 月 15-17 日,FX Super One 将亮相圆石滩<a href=\"https://laohu8.com/S/DLX\">豪华</a>车展。这可是全球顶级豪车的 “考场”,宾利、<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>每年都在这首发新车,评委全是行家。</p><p>• 这是首车首次公开亮相,不再是发布会的 PPT 或封闭测试视频。</p><p>• 车展后直接启动北美巡展,首站纽约曼哈顿,次站迈阿密,专挑富人多的地方露脸,明显是冲 B 端大客户的 “面子工程”。</p><p><strong>• 官方放出的参数里,“BEV+AIHER 增程双动力” 和 “3200mm 轴距零重力座椅” 是卖点,但行家更关心:实车的底盘调校、车机流畅度、激光雷达融合算法到底咋样?</strong></p><p>圆石滩车展对贾跃亭是把双刃剑:要是实车做工粗糙、参数虚标,当场就会被车评人扒光;但如果能顶住 scrutiny,哪怕只是 “看起来能量产”,都能给资本市场再添把火。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250801162827497v163oa2bvpg1qlx\"/><p><strong>03</strong></p><p><strong>下一集:量产还是跳票?</strong></p><p>从订单到融资再到车展,贾跃亭节奏掐得很准:用 “不可退定金” 证明市场热度,用 “清债 + 产线” 稳住供应链,用 “圆石滩首秀” 打破 “只敢开 PPT” 的质疑。但对咱们这些爱车的人来说,真正的考点就一个:</p><p><strong>• 年底能真下线吗?</strong></p><p><strong>• 下线的车,会不会像 FF91 那样毛病不断?</strong></p><p><strong>• 10034 台订单里,有多少能熬过 “交付前加价” 或 “配置缩水”?</strong></p><p>贾跃亭在周报里说:“FX 盈利 + 债务缓解之日,就是我回国倒计时启动之时。” 这话听着耳熟,但这次剧本里多了些硬细节 ——B 端订单、中东资本、实车车展。</p><p>你觉得这波他能成吗?来评论区聊聊~</p><p>*文中部分图片来源于网络,如有侵权请告知删除。</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>贾跃亭的三张牌,能让车跑起来?</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贾跃亭的三张牌,能让车跑起来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-01 16:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801162842a6cd5e93&s=b><strong>新商业视角</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“下周回国” 的梗在网络流传多年,贾跃亭就像一个充满争议的符号,深陷舆论漩涡。然而,就在众人以为他的造车梦已折戟沉沙之时,他带着一系列 “王炸” 再次闯入大众视野,试图让那辆承载无数期待与质疑的车真正跑起来。那么,这一次,贾跃亭能成功吗?这位堪称 “车圈顶流网红” 的人物,造车造了 11 年,路上没见几辆实车跑着,却靠 PPT 和融资故事,把全球资本耍得团团转。7 月 28 日,贾跃亭在投资者周报...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801162842a6cd5e93&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FFAI":"Faraday Future Intelligent Electric Inc","BK4099":"汽车制造商"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250801162842a6cd5e93&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2556934608","content_text":"“下周回国” 的梗在网络流传多年,贾跃亭就像一个充满争议的符号,深陷舆论漩涡。然而,就在众人以为他的造车梦已折戟沉沙之时,他带着一系列 “王炸” 再次闯入大众视野,试图让那辆承载无数期待与质疑的车真正跑起来。那么,这一次,贾跃亭能成功吗?这位堪称 “车圈顶流网红” 的人物,造车造了 11 年,路上没见几辆实车跑着,却靠 PPT 和融资故事,把全球资本耍得团团转。7 月 28 日,贾跃亭在投资者周报里连甩三张牌:FX Super One 24 小时拿下 10034 台不可退订单、再获 1.05 亿美元融资、8 月圆石滩车展首车亮相。车还没跑上公路,剧情已经比连续剧还精彩。0110034 台订单,定金不退?7 月 17 日零点,FX Super One 在官网和抖音海外版开启预售,数据相当唬人:•24 小时内,个人和机构就锁定 10034 台,每台都付了 1000 美元不可退定金,光这一项就进账超 1000 万美元。要知道,之前 FF91 的定金可是能退的,这次贾跃亭玩得更狠。• 后台 IP 显示,美国加州、德州、佛州占了 47%,加拿大、阿联酋各占 9%。看来北美富人区和中东土豪区成了主要客户,和 FF91 靠散户撑场面的路数大不一样。• 订单备注里 “for fleet”(车队采购)字样特别多,租车公司、商务出行平台占比超 60%。显然,贾跃亭这次先攻 B 端市场,避开了 C 端用户对 “PPT 造车” 的戒备。在行家眼里,这数据得好好琢磨:1000 美元不可退定金,对美国租车公司来说就是点 “试错成本”,但个人用户敢掏这笔钱,要么是真信贾跃亭,要么就是被 “AI 具身智能” 的概念吸引。可关键是,这些订单最后能变成实车交付吗?要知道,FF91 曾说有 1.4 万订单,结果三年才交了 16 辆。021.05 亿融资,先还债?紧接着,贾跃亭又亮出融资牌:1.05 亿美元战略融资到账,由中东资本 Master Investment Group 领投。这笔钱的花法很明确:• 60% 用来清债,优先还 2023 年拖欠的供应商货款和部分可转债。这步棋是为了让生产线供应商放心复工,比当年 FF91 “拆东墙补西墙” 稳多了。• 40% 投进产线,汉福德工厂的冲压、焊接车间已开始调试设备,目标是 12 月前具备单班日产 50 台的能力。• 贾跃亭本人把 120 万美元 CEO 奖金换成股票,锁仓一年,想用 “自掏腰包” 的方式给投资人吃定心丸。懂行的都清楚,1.05 亿美元对量产来说只是小打小闹:一条完整的 MPV 生产线至少要 3 亿美元,后期的电池采购、品控测试更是无底洞。但贾跃亭聪明在先把 “清债” 摆上台面,债主不闹了,产线才能转起来。038 月圆石滩,首车亮相?更厉害的是第三张牌:8 月 15-17 日,FX Super One 将亮相圆石滩豪华车展。这可是全球顶级豪车的 “考场”,宾利、劳斯莱斯每年都在这首发新车,评委全是行家。• 这是首车首次公开亮相,不再是发布会的 PPT 或封闭测试视频。• 车展后直接启动北美巡展,首站纽约曼哈顿,次站迈阿密,专挑富人多的地方露脸,明显是冲 B 端大客户的 “面子工程”。• 官方放出的参数里,“BEV+AIHER 增程双动力” 和 “3200mm 轴距零重力座椅” 是卖点,但行家更关心:实车的底盘调校、车机流畅度、激光雷达融合算法到底咋样?圆石滩车展对贾跃亭是把双刃剑:要是实车做工粗糙、参数虚标,当场就会被车评人扒光;但如果能顶住 scrutiny,哪怕只是 “看起来能量产”,都能给资本市场再添把火。03下一集:量产还是跳票?从订单到融资再到车展,贾跃亭节奏掐得很准:用 “不可退定金” 证明市场热度,用 “清债 + 产线” 稳住供应链,用 “圆石滩首秀” 打破 “只敢开 PPT” 的质疑。但对咱们这些爱车的人来说,真正的考点就一个:• 年底能真下线吗?• 下线的车,会不会像 FF91 那样毛病不断?• 10034 台订单里,有多少能熬过 “交付前加价” 或 “配置缩水”?贾跃亭在周报里说:“FX 盈利 + 债务缓解之日,就是我回国倒计时启动之时。” 这话听着耳熟,但这次剧本里多了些硬细节 ——B 端订单、中东资本、实车车展。你觉得这波他能成吗?来评论区聊聊~*文中部分图片来源于网络,如有侵权请告知删除。","news_type":1,"symbols_score_info":{"FFAI":0.9}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463052566155536,"gmtCreate":1754055885883,"gmtModify":1754055887142,"author":{"id":"3498016203798034","authorId":"3498016203798034","name":"不做赔本交易","avatar":"https://static.tigerbbs.com/9532d01c286797f7d36bfcb5ddfdcaf9","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3498016203798034","idStr":"3498016203798034"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 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