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o不败即为胜o
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o不败即为胜o
o不败即为胜o
·
2024-03-06
$Faraday Future(FFIE)$
有些人会付出代价的
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o不败即为胜o
o不败即为胜o
·
2024-03-06
$Faraday Future(FFIE)$
经过几次合股,我的持仓已经成了个位数的。相信中国的企业是最大的失误,从来不是认真搞企业,都是为了圈投资人的钱,都一个货色。
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o不败即为胜o
o不败即为胜o
·
2023-02-02
呵呵,一直被割韭菜的国民,没想到被特斯拉解救了一把。
特斯拉:我降价!小鹏:我跟!蔚来:我也跟!
特斯拉打响2023年新能源汽车价格战第一枪后,自主品牌华为问界、小鹏先后降价应战,如今,就连一直坚称“绝不会降价”的蔚来也终于坐不住了。据界面新闻周四报道,蔚来从2月1日开始针对2022款ES6和ES
特斯拉:我降价!小鹏:我跟!蔚来:我也跟!
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o不败即为胜o
o不败即为胜o
·
2022-09-07
感觉会,毕竟是最好的公司!
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o不败即为胜o
o不败即为胜o
·
2022-09-07
$苹果(AAPL)$
依然是最好的手机
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o不败即为胜o
o不败即为胜o
·
2022-08-25
然并卵!
非常抱歉,此主贴已删除
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o不败即为胜o
o不败即为胜o
·
2022-06-06
$苹果(AAPL)$
估计又是拉高回落
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o不败即为胜o
o不败即为胜o
·
2022-05-03
$苹果(AAPL)$
新一波上涨开始了
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o不败即为胜o
o不败即为胜o
·
2022-04-21
$苹果(AAPL)$
看不到上升的动力呢,再等等!
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o不败即为胜o
o不败即为胜o
·
2022-04-06
$苹果(AAPL)$
近期不玩了,搞不懂下一步啥情况了,俄乌的事拖拖拉拉,搞得四邻不安,大宗商品价格上涨。国内疫情反复,很多人兜里的小钱钱也不敢花了。生活成本提升,赚钱期望下降,随之而来的就是消费降级。今年日子不好过!全球经济疲软估计要走一波了!还是空仓待机,观望半年再说。
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18:39","market":"us","language":"zh","title":"特斯拉:我降价!小鹏:我跟!蔚来:我也跟!","url":"https://stock-news.laohu8.com/highlight/detail?id=2308417046","media":"华尔街见闻","summary":"特斯拉打响2023年新能源汽车价格战第一枪后,自主品牌华为问界、小鹏先后降价应战,如今,就连一直坚称“绝不会降价”的蔚来也终于坐不住了。据界面新闻周四报道,蔚来从2月1日开始针对2022款ES6和ES","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>打响2023年新能源汽车价格战第一枪后,自主品牌华为问界、小鹏先后降价应战,如今,就连一直坚称“绝不会降价”的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>也终于坐不住了。</p><p>据界面新闻周四报道,<b><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>从2月1日开始针对2022款ES6和ES8进行降价,幅度最高超高10万元,ES7也有一定的优惠幅度。蔚来的销售人员用“从没有见过如此大的优惠幅度,史无前例的优惠”来形容这一降价促销方案。</b></p><p>但与其他车企不同,蔚来此次降价促销活动进行得十分低调,在公司官网和其他官方信息渠道均没有找到降价的公告。</p><p><b>同时宣布降价的还有<a href=\"https://laohu8.com/S/00305\">五菱汽车</a></b>,具体来看,截止到3月31日,五菱旗下宏光MINIEV的起售价调整为2.98万元,在此之前这款车的起售价为3.28万元,也就是说,入门版的轻松款价格从3.28万元变为2.98万元,降低了3000元。</p><h2>特斯拉攻势迅猛,自主品牌难以招架</h2><p>国内新能源车企陆续加入降价大军表明,在特斯拉的连环攻势下,自主品牌有些力不从心了。</p><p>以刚刚降价的蔚来为例。虽然蔚来2022年12月交付量达到1.58万辆,在当月的造车新势力中位居第二,但2022年全年累计交付量为12.25万辆,仅完成年度目标的82%。</p><p>根据刚刚出炉的1月新势力榜单,蔚来1月交付新车8506台,同比下降11.9%,交付被远远甩在理想后面。</p><p>此外,蔚来至今也没能逃脱新能源车企越卖越亏的尴尬命运。2022年第三季度,蔚来净亏损同比扩大44.9%至41.4亿元。按照3.16万的三季度交付数量,蔚来每卖一辆车就要亏13万,相比之下,小鹏平均卖一辆亏8万,理想亏6万。</p><p>然而早早实现扭亏为盈的特斯拉在新一轮全球降价后,其需求已得到显著改善。</p><p>马斯克表示,特斯拉全球降价后,1月份的订单大约翻了一番。马斯克同时预计<b>,2023年的交付量有可能达到200万辆。</b></p><p>另外,为满足大幅增长的需求,特<b>斯拉计划在未来两个月提高上海工厂的产量。</b></p><p>媒体看到的一份备忘录显示,至少在今年2月和3月,特斯拉上海工厂计划每周平均生产近2万辆汽车,接近去年9月份的水平。去年9月,上海工厂生产了82088辆Model 3和Model Y汽车。</p><p>当然,特斯拉降价引发了投资者对其利润的担忧,但在<a href=\"https://laohu8.com/S/601995\">中金公司</a>看来<b>,眼下市场份额比短期盈利更重要。</b>中金在近期公布的一份研报中表示:</p><blockquote>特斯拉此前依托电动<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>全方位领先实现了远高于行业的盈利水平,在当前市场竞争日趋激烈的快速发展期,公司果断以价换量,加速巩固全球份额。市场普遍担心本次降价降低公司盈利能力,我们认为应该看淡短期盈利波动,公司的销量和市场份额表现比毛利率更重要。</blockquote><blockquote><b>我们将公司2023年全球销量预期上调至190万辆(同比+45%),中/美/欧/其他市场对应55/75/35/25万辆。</b></blockquote><h2>特斯拉持续低端化,倒逼自主品牌高端化?</h2><p>更可怕的是,如果特斯拉今年继续降价以刺激需求,蔚来等新能源车企将面临更残酷的竞争。</p><p>特斯拉首席财务官Zach Kirkhorn上月表示,特斯拉正在“出击包括供应链在内的所有其他成本领域”,并将与供应商密切合作。马斯克在上周召开的特斯拉财报电话会议上表示,经济衰退可能导致该公司几乎所有投入成本“显著下降”。</p><p>对特斯拉的供应商而言,<b>这明显是一个不祥之兆——特斯拉正在酝酿下一波降价促销活动。</b></p><p>代表特斯拉供应商的律师Dan Sharkey表示:</p><blockquote>(汽车制造商)降价对供应商来说从来都不是好事,因为压力会不断往下滚。我从来都不喜欢这样,因为我知道,他们最终会试图从我们中的一个身上挤出(压价空间)来。</blockquote><p>此外,媒体近日称,马斯克将在3月1日举行的特斯拉投资者日活动上,推出一款尺寸小于Model 3以及Model Y的全新车型,国内定价预计在15万元左右。</p><p>锂猫实验室在《特斯拉,国产车低端化的拦路虎》中表示,伴随着特斯拉新的低价车型的推出,自主品牌低端化这条路似乎已经被特斯拉堵上了,他们不得不走高端化路线。</p><p>走高端化的优势显而易见:它可以带来更高的品牌价值和更高的毛利率。不过,在新能源车时代要达到“百万级”<a href=\"https://laohu8.com/S/DLX\">豪华</a>的目标并让消费者买账,可能并非易事,需要有独特的“稀缺属性”。</p></body></html>","source":"wallstreetcn_api","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>特斯拉:我降价!小鹏:我跟!蔚来:我也跟!</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉:我降价!小鹏:我跟!蔚来:我也跟!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-02 18:39 北京时间 <a href=https://wallstreetcn.com/articles/3681038><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉打响2023年新能源汽车价格战第一枪后,自主品牌华为问界、小鹏先后降价应战,如今,就连一直坚称“绝不会降价”的蔚来也终于坐不住了。据界面新闻周四报道,蔚来从2月1日开始针对2022款ES6和ES8进行降价,幅度最高超高10万元,ES7也有一定的优惠幅度。蔚来的销售人员用“从没有见过如此大的优惠幅度,史无前例的优惠”来形容这一降价促销方案。但与其他车企不同,蔚来此次降价促销活动进行得十分低调,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3681038\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b6ab5ff1c423a41e9571afdb059dfa3","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","09866":"蔚来-SW","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4505":"高瓴资本持仓","LU2249611893.SGD":"BNP PARIBAS 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3和Model Y汽车。当然,特斯拉降价引发了投资者对其利润的担忧,但在中金公司看来,眼下市场份额比短期盈利更重要。中金在近期公布的一份研报中表示:特斯拉此前依托电动智能全方位领先实现了远高于行业的盈利水平,在当前市场竞争日趋激烈的快速发展期,公司果断以价换量,加速巩固全球份额。市场普遍担心本次降价降低公司盈利能力,我们认为应该看淡短期盈利波动,公司的销量和市场份额表现比毛利率更重要。我们将公司2023年全球销量预期上调至190万辆(同比+45%),中/美/欧/其他市场对应55/75/35/25万辆。特斯拉持续低端化,倒逼自主品牌高端化?更可怕的是,如果特斯拉今年继续降价以刺激需求,蔚来等新能源车企将面临更残酷的竞争。特斯拉首席财务官Zach Kirkhorn上月表示,特斯拉正在“出击包括供应链在内的所有其他成本领域”,并将与供应商密切合作。马斯克在上周召开的特斯拉财报电话会议上表示,经济衰退可能导致该公司几乎所有投入成本“显著下降”。对特斯拉的供应商而言,这明显是一个不祥之兆——特斯拉正在酝酿下一波降价促销活动。代表特斯拉供应商的律师Dan Sharkey表示:(汽车制造商)降价对供应商来说从来都不是好事,因为压力会不断往下滚。我从来都不喜欢这样,因为我知道,他们最终会试图从我们中的一个身上挤出(压价空间)来。此外,媒体近日称,马斯克将在3月1日举行的特斯拉投资者日活动上,推出一款尺寸小于Model 3以及Model 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