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王山爾
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王山爾
王山爾
·
02-03
好好的公司被管理层搞成这样。
Paypal第四季度业绩不及预期，任命Enrique Lores为新任CEO
2月3日，Paypal 2025年Q4 营收86.8亿美元，市场预期88亿美元，去年同期83.7亿美元。PayPal任命惠普的Enrique Lores为新任CEO。财报发布后，PayPal盘前大跌近9%。
Paypal第四季度业绩不及预期，任命Enrique Lores为新任CEO
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王山爾
王山爾
·
01-17
$诺和诺德(NVO)$
很好
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王山爾
王山爾
·
01-09
$诺和诺德(NVO)$
不错不错
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王山爾
王山爾
·
2025-12-01
吹吧，乐道不是号称产能1万5吗，L90热度这么快就退了？
ES8、L90双车爆卖！蔚来11月交付36275台 同比大涨76.3%
快科技12月1日消息，蔚来汽车公布最新交付数据，11月，蔚来公司共交付新车36,275台，同比增长76.3%。其中，蔚来品牌交付新车18,393台，交付量连续四个月增长；乐道品牌交付新车11,794台，同比增长132.1%；firefly萤火虫品牌交付新车6,088台，连续四个月创历史新高。截至目前，蔚来公司已累计交付新车949,457台，蔚来作为第一品牌和销量担当，已累计交付新车797,712台。乐道品牌从去年9月28日首次交付L60以来，已累计交付新车119,415台；firefly萤火虫品牌累计交付新车32,330台。
ES8、L90双车爆卖！蔚来11月交付36275台 同比大涨76.3%
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王山爾
王山爾
·
2025-11-27
小鹏要做的，蔚来必然也要做
$蔚来(NIO)$
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王山爾
王山爾
·
2025-11-25
$蔚来(NIO)$
谨慎看多，三季度毛利率比我预期的高，但是四季度指引有点低，只有12万，说好的15万呢？
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王山爾
王山爾
·
2025-11-21
准备离场了，高点没清仓有点遗憾，当断则断。
$蔚来(NIO)$
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王山爾
王山爾
·
2025-11-21
$NIO 20260116 8.0 CALL$
卖一万手也顶不住这跌势。
$蔚来(NIO)$
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王山爾
王山爾
·
2025-11-18
AI炒股，感觉还是比较靠谱
$蔚来(NIO)$
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王山爾
王山爾
·
2025-11-18
$NIO 20260116 8.0 CALL$
$蔚来(NIO)$
该空就空
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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>Paypal第四季度业绩不及预期，任命Enrique Lores为新任CEO</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\">\nPaypal第四季度业绩不及预期，任命Enrique Lores为新任CEO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-03 20:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月3日，Paypal发布2025年第四季度业绩。财报显示，第四季度营收86.8亿美元，市场预期88亿美元，去年同期83.7亿美元；第四季度调整后每股收益1.23美元，上年同期1.19美元，市场预估1.28美元。第四季度调整后运营收益15.5亿美元，同比增长3.2%，市场预估15.9亿美元。</p><p style=\"text-align: start;\">预计全年自由现金流超过60亿美元；预计全年资本支出大约10亿美元，市场预估9.978亿美元。</p><p>PayPal任命惠普的Enrique Lores为新任CEO。</p><p>财报发布后，PayPal盘前暴跌逾10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ce6974c3c16341a81021a7d656431c5\" tg-width=\"858\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158020896","content_text":"2月3日，Paypal发布2025年第四季度业绩。财报显示，第四季度营收86.8亿美元，市场预期88亿美元，去年同期83.7亿美元；第四季度调整后每股收益1.23美元，上年同期1.19美元，市场预估1.28美元。第四季度调整后运营收益15.5亿美元，同比增长3.2%，市场预估15.9亿美元。预计全年自由现金流超过60亿美元；预计全年资本支出大约10亿美元，市场预估9.978亿美元。PayPal任命惠普的Enrique Lores为新任CEO。财报发布后，PayPal盘前暴跌逾10%。","news_type":1,"symbols_score_info":{"PYPL":2}},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522760832271040,"gmtCreate":1768605817655,"gmtModify":1768605831636,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 很好","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 很好","text":"$诺和诺德(NVO)$ 很好","images":[{"img":"https://static.tigerbbs.com/721930b4dec8abd375768f29bccce0d7","width":"1026","height":"1938"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522760832271040","isVote":1,"tweetType":1,"viewCount":770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":520141691396744,"gmtCreate":1767970925996,"gmtModify":1767970929223,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 不错不错","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a> 不错不错","text":"$诺和诺德(NVO)$ 不错不错","images":[{"img":"https://static.tigerbbs.com/f2624e3ec1eee55fb9a5174779445cd1","width":"1026","height":"1938"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520141691396744","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":506083150193600,"gmtCreate":1764586131861,"gmtModify":1764586134614,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"themes":[],"title":"","htmlText":"吹吧，乐道不是号称产能1万5吗，L90热度这么快就退了？","listText":"吹吧，乐道不是号称产能1万5吗，L90热度这么快就退了？","text":"吹吧，乐道不是号称产能1万5吗，L90热度这么快就退了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506083150193600","repostId":"2588726627","repostType":2,"repost":{"id":"2588726627","kind":"news","pubTimestamp":1764583628,"share":"https://www.laohu8.com/m/news/2588726627?lang=zh_CN&edition=full","pubTime":"2025-12-01 18:07","market":"hk","language":"zh","title":"ES8、L90双车爆卖！蔚来11月交付36275台 同比大涨76.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588726627","media":"快科技","summary":"快科技12月1日消息，蔚来汽车公布最新交付数据，11月，蔚来公司共交付新车36,275台，同比增长76.3%。其中，蔚来品牌交付新车18,393台，交付量连续四个月增长；乐道品牌交付新车11,794台，同比增长132.1%；firefly萤火虫品牌交付新车6,088台，连续四个月创历史新高。截至目前，蔚来公司已累计交付新车949,457台，蔚来作为第一品牌和销量担当，已累计交付新车797,712台。乐道品牌从去年9月28日首次交付L60以来，已累计交付新车119,415台；firefly萤火虫品牌累计交付新车32,330台。","content":"<html><body><article><p>快科技12月1日消息，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车公布最新交付数据，<strong>11月，<a href=\"https://laohu8.com/S/09866\">蔚来</a>公司共交付新车36,275台，同比增长76.3%。</strong></p><p>其中，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>品牌交付新车18,393台，交付量连续四个月增长；乐道品牌交付新车11,794台，同比增长132.1%；firefly萤火虫品牌交付新车6,088台，连续四个月创历史新高。</p><img src=\"https://inews.gtimg.com/om_bt/OFPHTnFSqiFm223E2QBRu15AEGMfJCspa_0EbPWWf6THMAA/0\"/><p>截至目前，蔚来公司已累计交付新车949,457台，蔚来作为第一品牌和销量担当，已累计交付新车797,712台。</p><p>乐道品牌从去年9月28日首次交付L60以来，已累计交付新车119,415台；firefly萤火虫品牌累计交付新车32,330台。</p><p>爆款车型中，蔚来全新ES8仅用70天，就达成第20000台新车交付，创造40万元以上纯电车型交付破两万台最快纪录。</p><p>而乐道L90从8月1日开启交付至今，连续三个月交付破万，稳居纯电大型SUV销量榜首，大型SUV销量榜TOP2，<strong>上市仅用86天即达成3万台交付，持续刷新纯电大型SUV最快交付速度记录。</strong></p><p>蔚来官方表示，全新ES8新增订单持续稳定增长，12月生产交付将进一步大幅加速，助推蔚来12月交付量冲刺历史新高。</p><img src=\"https://inews.gtimg.com/om_bt/OFdrLDi0AxwcoIuDsSeLaAgiVph3ixOmoWHl73t1YsEycAA/0\"/></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>ES8、L90双车爆卖！蔚来11月交付36275台 同比大涨76.3%</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\">\nES8、L90双车爆卖！蔚来11月交付36275台 同比大涨76.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 18:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201180921a4c58a89&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月1日消息，蔚来汽车公布最新交付数据，11月，蔚来公司共交付新车36,275台，同比增长76.3%。其中，蔚来品牌交付新车18,393台，交付量连续四个月增长；乐道品牌交付新车11,794台，同比增长132.1%；firefly萤火虫品牌交付新车6,088台，连续四个月创历史新高。截至目前，蔚来公司已累计交付新车949,457台，蔚来作为第一品牌和销量担当，已累计交付新车797,712台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201180921a4c58a89&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":{"NIO":"蔚来","09866":"蔚来-SW","BK1119":"汽车制造商","BK1588":"回港中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251201180921a4c58a89&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588726627","content_text":"快科技12月1日消息，蔚来汽车公布最新交付数据，11月，蔚来公司共交付新车36,275台，同比增长76.3%。其中，蔚来品牌交付新车18,393台，交付量连续四个月增长；乐道品牌交付新车11,794台，同比增长132.1%；firefly萤火虫品牌交付新车6,088台，连续四个月创历史新高。截至目前，蔚来公司已累计交付新车949,457台，蔚来作为第一品牌和销量担当，已累计交付新车797,712台。乐道品牌从去年9月28日首次交付L60以来，已累计交付新车119,415台；firefly萤火虫品牌累计交付新车32,330台。爆款车型中，蔚来全新ES8仅用70天，就达成第20000台新车交付，创造40万元以上纯电车型交付破两万台最快纪录。而乐道L90从8月1日开启交付至今，连续三个月交付破万，稳居纯电大型SUV销量榜首，大型SUV销量榜TOP2，上市仅用86天即达成3万台交付，持续刷新纯电大型SUV最快交付速度记录。蔚来官方表示，全新ES8新增订单持续稳定增长，12月生产交付将进一步大幅加速，助推蔚来12月交付量冲刺历史新高。","news_type":1,"symbols_score_info":{"NIO":0.9,"09866":1.5}},"isVote":1,"tweetType":1,"viewCount":887,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504731358565112,"gmtCreate":1764244329023,"gmtModify":1764244341275,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"themes":[],"title":"","htmlText":"小鹏要做的，蔚来必然也要做<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> ","listText":"小鹏要做的，蔚来必然也要做<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> ","text":"小鹏要做的，蔚来必然也要做$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/491e432e175627427bcfafcc61dbff45","width":"1256","height":"2760"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/504731358565112","isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.tigerbbs.com/6ee74a010c0dd3e10097f3ecd2b5a827","crmLevel":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"蔚来通过旗下蔚来资本投资了具身智能机器人领域。具体投资情况如下： 投资Dexmal原力灵机：蔚来资本领投了该公司A轮融资，与阿里巴巴共同完成近10亿元融资2。Dexmal成立于2025年3月，专注于具身智能软硬件技术研发，核心团队来自清华等机构，已开发具身智能大模型MMLA，并开源机器人硬件工具箱1。 投资逐际动力（LimX Dynamics）：蔚来资本参与了该公司的A轮系列融资，累计半年内完成5亿元融资1。逐际动力专注于人形机器人和具身智能技术，已实现双足机器人产品交付，并发布具身智能操作算法。 投资策略与背景： 蔚来资本的投资行为与其母公司蔚来汽车的战略保持一致1。蔚来创始人李斌强调“专注卖车”，明确表示当前不会直接进入机器人领域，而是通过创投链接优秀创业公司2。这一策略旨在利用汽车产业积累的芯片、端侧大模型等技术优势，间接布局具身智能赛道1。 行业意义： 具身智能被视为汽车产业万亿新赛道，投资布局有助于蔚来在智能电动汽车主业外拓展新增长点1。当前车企跨界投资具身智能已成风潮，但蔚来强调业务聚焦，未来所有业务均与汽车产业强关联2。","text":"蔚来通过旗下蔚来资本投资了具身智能机器人领域。具体投资情况如下： 投资Dexmal原力灵机：蔚来资本领投了该公司A轮融资，与阿里巴巴共同完成近10亿元融资2。Dexmal成立于2025年3月，专注于具身智能软硬件技术研发，核心团队来自清华等机构，已开发具身智能大模型MMLA，并开源机器人硬件工具箱1。 投资逐际动力（LimX Dynamics）：蔚来资本参与了该公司的A轮系列融资，累计半年内完成5亿元融资1。逐际动力专注于人形机器人和具身智能技术，已实现双足机器人产品交付，并发布具身智能操作算法。 投资策略与背景： 蔚来资本的投资行为与其母公司蔚来汽车的战略保持一致1。蔚来创始人李斌强调“专注卖车”，明确表示当前不会直接进入机器人领域，而是通过创投链接优秀创业公司2。这一策略旨在利用汽车产业积累的芯片、端侧大模型等技术优势，间接布局具身智能赛道1。 行业意义： 具身智能被视为汽车产业万亿新赛道，投资布局有助于蔚来在智能电动汽车主业外拓展新增长点1。当前车企跨界投资具身智能已成风潮，但蔚来强调业务聚焦，未来所有业务均与汽车产业强关联2。","html":"蔚来通过旗下蔚来资本投资了具身智能机器人领域。具体投资情况如下： 投资Dexmal原力灵机：蔚来资本领投了该公司A轮融资，与阿里巴巴共同完成近10亿元融资2。Dexmal成立于2025年3月，专注于具身智能软硬件技术研发，核心团队来自清华等机构，已开发具身智能大模型MMLA，并开源机器人硬件工具箱1。 投资逐际动力（LimX 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谨慎看多，三季度毛利率比我预期的高，但是四季度指引有点低，只有12万，说好的15万呢？","text":"$蔚来(NIO)$ 谨慎看多，三季度毛利率比我预期的高，但是四季度指引有点低，只有12万，说好的15万呢？","images":[{"img":"https://static.tigerbbs.com/9c390e0c462a772e89e7dd8454096901","width":"1256","height":"2760"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/504035921109872","isVote":1,"tweetType":1,"viewCount":6182,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582594459199417","authorId":"3582594459199417","name":"小老虎发威了","avatar":"https://static.tigerbbs.com/9d0975c767d6b775b9033cc5462b8a67","crmLevel":5,"crmLevelSwitch":0,"idStr":"3582594459199417","authorIdStr":"3582594459199417"},"content":"你还持有吗？","text":"你还持有吗？","html":"你还持有吗？"},{"author":{"id":"3493111093039288","authorId":"3493111093039288","name":"MaxPlanck","avatar":"https://static.tigerbbs.com/91fbb0ea64fb9e45c5360972c33d4485","crmLevel":4,"crmLevelSwitch":0,"idStr":"3493111093039288","authorIdStr":"3493111093039288"},"content":"蔚来官方在老虎的号发表的信息都关闭评论了，，","text":"蔚来官方在老虎的号发表的信息都关闭评论了，，","html":"蔚来官方在老虎的号发表的信息都关闭评论了，，"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":502544098934848,"gmtCreate":1763719580791,"gmtModify":1763719583516,"author":{"id":"3509486618479635","authorId":"3509486618479635","name":"王山爾","avatar":"https://static.tigerbbs.com/79a3754b892f5cb64bc1ea13751b12b7","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3509486618479635","authorIdStr":"3509486618479635"},"themes":[],"title":"","htmlText":"准备离场了，高点没清仓有点遗憾，当断则断。<a 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