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世纪昇平
世纪昇平
·
05-13 22:55
蔚来是真的没有未来了吗？
摩根大通Q1同时减持蔚小理，对蔚来持仓创新低
根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。
摩根大通Q1同时减持蔚小理，对蔚来持仓创新低
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世纪昇平
世纪昇平
·
05-13 17:04
$小马智行(PONY)$
不让做空？
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世纪昇平
世纪昇平
·
05-12
已经10倍杠杆申购，等确认
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1
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世纪昇平
世纪昇平
·
05-10
$Abits(ABTS)$
昨晚有吃到肉的吗？这真踏马的是个仙股，骗人的玩意儿。我去年12月持有了一段时间，0.5左右的成本，感觉这玩意儿是坐庄割韭菜的，直接弃了。
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世纪昇平
世纪昇平
·
05-09
$蔚来(NIO)$
这成交量 这换手率[笑哭] 啥时候能起飞呀？
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1
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世纪昇平
世纪昇平
·
05-09
$D-Wave Quantum Inc.(QBTS)$
做空的时候到了
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世纪昇平
世纪昇平
·
05-09
持有3个小时，喝口汤下车了，各位发财[财迷] [财迷]
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世纪昇平
世纪昇平
·
05-08
$D-Wave Quantum Inc.(QBTS)$
保证金不够了就卖了[流泪] [流泪] 每股少赚一刀
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世纪昇平
世纪昇平
·
04-28
$地平线机器人-W(09660)$
总市值766亿了，上涨空间还能有多少？
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世纪昇平
世纪昇平
·
04-16
希望你越来越好，我梭哈了[财迷] [财迷]
蔚来发内部信，涉部门调整
4月10日，蔚来内部发布重大人事调整邮件，涉及多个部门和品牌。此次调整包括用户关系、品牌传播等部门的重组与合并，旨在优化资源分配并提升销量表现。原乐道品牌与传播部媒介、用户增长、舆情等执行职能并入蔚来品牌与传播相关部门。巨大压力之下，蔚来也不可避免地进入了改革时期，从组织架构调整，到创始人亲自参与成本控制……萤火虫会共用蔚来的销售服务体系，将在中国和欧洲两地上市，在2025年至少要进入25个全球市场。
蔚来发内部信，涉部门调整
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14:16","market":"us","language":"zh","title":"摩根大通Q1同时减持蔚小理，对蔚来持仓创新低","url":"https://stock-news.laohu8.com/highlight/detail?id=2535799961","media":"电车黑板报","summary":"根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。","content":"<html><body><article><p>最新一季美股13F持仓报告的披露即将收官。按照SEC的规定，管理美股<span>资产</span>超过1亿美元的机构，必须在每个季度结束后的45天内提交13F文件。</p><p>根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>5月12日提交给SEC的文件，该机构在2025年Q1同时减持<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，对<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>的持仓规模则已降至2019年Q1首次持有以来的新低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142348333v206du0bm7qitbn\"/><p>据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142353901v2060ki29ya0296\"/><p>截至2025年Q1末，摩根大通对蔚小理的持仓规模分别降至18.8万股、129.3万股和33.2万股。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142354422v206gybag6t841o\"/><p>从摩根大通对三家中国造车新势力的持仓历史来看，该机构此前显然更偏好蔚来，2020年Q3末时一度持有超过1000万股。</p><p>结合蔚来的股价走势，摩根大通不断增持蔚来之际，也是其股价不断上涨之时。通过多次“低买高卖”，该机构已获得丰厚的回报。</p><p>巅峰时期，包含同时持有看涨和<span>看跌期权</span>在内的机构，申报持有蔚来股份的13F机构数量高达735个。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142406657v206nswhwjp05di\"/><p>但过去三年半以来，持有蔚来股份的机构数量持续减少。截至2024年Q4末，申报持有蔚来股份的13F机构数已降至475个。同期，这些机构对蔚来的持股数量降至1.77亿股，较2021年Q4末最高时的5.63亿股减少近七成。</p><p>截至2024年Q4末，对蔚来持仓规模位列前三的机构分别为瑞银、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和海纳国际集团，持股数量分别达4416.1万股、2440万股和1113.8万股；摩根大通则以398.7万股的持仓，排名第九。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250513142409981v206u09borjfl64\"/><p>2025年Q1的13F文件披露收官后，上述持仓排名大概率会发生进一步的变化。</p><p><a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>和花旗等机构，已于近期先后披露新一季的13F报告。从已披露的文件来看，这些“聪明钱”在2025年Q1对蔚来的分歧明显。</p><p>其中，花旗和贝莱德分别增持蔚来股份593.8万股和135.2万股，环比增加434%和65%；高盛则对蔚来进行了大幅减持，环比减少57%至179.6万股。</p><p>股价之外，公司的运营表现也是顶级机构进行投资决策的重要参考因素。</p><p>蔚来的销售主力“5566”四款车的2025款已于上周末启动预订。其中，ES6和EC6将于5月16日上市并开启试驾，ET5和ET5T则于5月25日上市。</p><p>据易车网数据，4月蔚来“5566”四款车合计批发销量达到1.7万辆，占公司当月总交付量的72.5%。花旗此前预测，受新车陆续上市提振，蔚来Q2交付量有望环比增长五成至6.3万辆。</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>摩根大通Q1同时减持蔚小理，对蔚来持仓创新低</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250513142415a6dd1d94&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BK4534":"瑞士信贷持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425062476566728","repostId":"2527647929","repostType":2,"repost":{"id":"2527647929","kind":"news","pubTimestamp":1744753349,"share":"https://www.laohu8.com/m/news/2527647929?lang=&edition=full","pubTime":"2025-04-16 05:42","market":"hk","language":"zh","title":"蔚来发内部信，涉部门调整","url":"https://stock-news.laohu8.com/highlight/detail?id=2527647929","media":"汽车产业前线观察","summary":"4月10日，蔚来内部发布重大人事调整邮件，涉及多个部门和品牌。此次调整包括用户关系、品牌传播等部门的重组与合并，旨在优化资源分配并提升销量表现。原乐道品牌与传播部媒介、用户增长、舆情等执行职能并入蔚来品牌与传播相关部门。巨大压力之下，蔚来也不可避免地进入了改革时期，从组织架构调整，到创始人亲自参与成本控制……萤火虫会共用蔚来的销售服务体系，将在中国和欧洲两地上市，在2025年至少要进入25个全球市场。","content":"<html><body><article><p><strong>4月10日，</strong><a href=\"https://laohu8.com/S/NIO\">蔚来</a>内部发布重大人事调整邮件，涉及多个部门和品牌。此次调整包括用户关系、品牌传播等部门的重组与合并，旨在优化资源分配并提升销量表现。同时，乐道的研发、供应链、质量部门将向<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>董事长李斌汇报，以强化管理效率。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250416062320155v163qwqrny7dutc\"/><p>其中，蔚来原用户关系（UR）负责人沈泓因个人原因离职，其职位由此前担任蔚来上海区域公司总经理的孙明接任，向高级副总裁魏健汇报。而上海区域公司总经理一职则由此前负责乐道用户运营及服务的夏庆华担任，此次转岗后向蔚来总裁秦力洪汇报。</p><p>同时，蔚来品牌与传播（BC）车型与技术传播部（VTC）、区域市场协同部（RMD）、营销策划部（MPD）等部门合并，成立蔚来营销活动策划部（NMA），由蔚来公司品牌与传播（BC）助理副总裁马麟兼任部门负责人。</p><p>此外，乐道事业部（OV）乐道品牌与传播部（OBC）更名为乐道营销活动策划部（OMA），负责乐道品牌建设、传播、用户增长、市场活动的策略策划及官方媒体平台运营，并支持区域公司市场营销相关工作。原乐道品牌与传播部（OBC）媒介、用户增长、舆情等执行职能并入蔚来品牌与传播（BC）相关部门。原乐道品牌与传播部（OBC）负责人纪昊因个人原因离职。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250416062322759v163qkk08yjcjxt\"/><p>从时间线上来看，这距离沈斐接替艾铁成担任乐道汽车总裁不久。众所周知，蔚来虽然是造车新势力中的“老大哥”，但账本一直不好看。巨大压力之下，蔚来也不可避免地进入了改革时期，从组织架构调整，到创始人亲自参与成本控制……</p><p>现阶段，蔚来三个品牌的定位非常清晰：NIO蔚来定位于高端市场，针对商务兼家庭人群；ONVO乐道针对主流家庭市场用户；Firefly萤火虫在中国市场定位是精品小车，服务于家庭第二辆车的需求。</p><p>按照规划，乐道预计今年第三、四季度会交付两款新车，包括三排座和大尺寸的SUV，一共只会有4到5款车。萤火虫会共用蔚来的销售服务体系，将在中国和欧洲两地上市，在2025年至少要进入25个全球市场。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416062324a45a3ba4&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月10日，蔚来内部发布重大人事调整邮件，涉及多个部门和品牌。此次调整包括用户关系、品牌传播等部门的重组与合并，旨在优化资源分配并提升销量表现。同时，乐道的研发、供应链、质量部门将向蔚来董事长李斌汇报，以强化管理效率。其中，蔚来原用户关系（UR）负责人沈泓因个人原因离职，其职位由此前担任蔚来上海区域公司总经理的孙明接任，向高级副总裁魏健汇报。而上海区域公司总经理一职则由此前负责乐道用户运营及服务的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416062324a45a3ba4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1588":"回港中概股","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250416062324a45a3ba4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2527647929","content_text":"4月10日，蔚来内部发布重大人事调整邮件，涉及多个部门和品牌。此次调整包括用户关系、品牌传播等部门的重组与合并，旨在优化资源分配并提升销量表现。同时，乐道的研发、供应链、质量部门将向蔚来董事长李斌汇报，以强化管理效率。其中，蔚来原用户关系（UR）负责人沈泓因个人原因离职，其职位由此前担任蔚来上海区域公司总经理的孙明接任，向高级副总裁魏健汇报。而上海区域公司总经理一职则由此前负责乐道用户运营及服务的夏庆华担任，此次转岗后向蔚来总裁秦力洪汇报。同时，蔚来品牌与传播（BC）车型与技术传播部（VTC）、区域市场协同部（RMD）、营销策划部（MPD）等部门合并，成立蔚来营销活动策划部（NMA），由蔚来公司品牌与传播（BC）助理副总裁马麟兼任部门负责人。此外，乐道事业部（OV）乐道品牌与传播部（OBC）更名为乐道营销活动策划部（OMA），负责乐道品牌建设、传播、用户增长、市场活动的策略策划及官方媒体平台运营，并支持区域公司市场营销相关工作。原乐道品牌与传播部（OBC）媒介、用户增长、舆情等执行职能并入蔚来品牌与传播（BC）相关部门。原乐道品牌与传播部（OBC）负责人纪昊因个人原因离职。从时间线上来看，这距离沈斐接替艾铁成担任乐道汽车总裁不久。众所周知，蔚来虽然是造车新势力中的“老大哥”，但账本一直不好看。巨大压力之下，蔚来也不可避免地进入了改革时期，从组织架构调整，到创始人亲自参与成本控制……现阶段，蔚来三个品牌的定位非常清晰：NIO蔚来定位于高端市场，针对商务兼家庭人群；ONVO乐道针对主流家庭市场用户；Firefly萤火虫在中国市场定位是精品小车，服务于家庭第二辆车的需求。按照规划，乐道预计今年第三、四季度会交付两款新车，包括三排座和大尺寸的SUV，一共只会有4到5款车。萤火虫会共用蔚来的销售服务体系，将在中国和欧洲两地上市，在2025年至少要进入25个全球市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}