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薛定猫的谔

长风破浪会有时直挂云帆济沧海

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- 薛定猫的谔薛定猫的谔
  ·08-01
  $小米集团-W(01810)$ 小米首次站上30K 雷老板说四季度单月要冲击55K，全年冲击42W 拭目以待，看看雷布斯能否实现目标。
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- 薛定猫的谔薛定猫的谔
  ·07-31
  增程SUV大半江山在北方，改纯电后，北方市场几乎放弃了。纯电+大车+北方=绝望
  投资人不买单：i8上市、理想股价大跌
  从理想自7月17日开启i8预售当天有过一波小涨幅后，理想从18日开启了下跌趋势。可能是二级市场的投资人还没有看到理想公布i8的大定情况，或许，如果理想今晚公布i8的订单情况，理想的股价会根据订单情况有所反馈。如果i8的订单不及预期，那么，乐道L90的定价就不得不考虑这个因素了。而舆论又将i8和L90这两款定价区间完全不同的产品放在一起进行讨论，那么，i8的销量情况，就会影响L90的定价。
  投资人不买单：i8上市、理想股价大跌
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- 薛定猫的谔薛定猫的谔
  ·07-23
  Replying to @looming:小米7/21开始陆续交付Yu7，下周数据还会上升。8月第一周yu7每周达到5500，su7达6000，合计11500台/周//@looming:小米稳
  1,099 1
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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>投资人不买单：i8上市、理想股价大跌</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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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\">\n投资人不买单：i8上市、理想股价大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 22:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/H0yUjADWNnfc8nCioZRRPg><strong>车智</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从理想自7月17日开启i8预售当天有过一波小涨幅后，理想从18日开启了下跌趋势。理想汽车隔夜美股跌超6%，今日H股盘初一度暴跌逾11%。可能是二级市场的投资人还没有看到理想公布i8的大定情况，或许，如果理想昨晚公布i8的订单情况，理想的股价会根据订单情况有所反馈。理想寄予厚望的i8价格公布了，下一个就看蔚来乐道L90的正式售价了。如果i8的订单不及预期，那么，乐道L90的定价就不得不考虑这个因素了...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/H0yUjADWNnfc8nCioZRRPg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","LI":"理想汽车","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4509":"腾讯概念","BK4563":"昨日强势股","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","02015":"理想汽车-W","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"https://mp.weixin.qq.com/s/H0yUjADWNnfc8nCioZRRPg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555502540","content_text":"从理想自7月17日开启i8预售当天有过一波小涨幅后，理想从18日开启了下跌趋势。理想汽车隔夜美股跌超6%，今日H股盘初一度暴跌逾11%。可能是二级市场的投资人还没有看到理想公布i8的大定情况，或许，如果理想昨晚公布i8的订单情况，理想的股价会根据订单情况有所反馈。理想寄予厚望的i8价格公布了，下一个就看蔚来乐道L90的正式售价了。如果i8的订单不及预期，那么，乐道L90的定价就不得不考虑这个因素了。对于蔚来来看，乐道L90的重任不言而喻。而舆论又将i8和L90这两款定价区间完全不同的产品放在一起进行讨论，那么，i8的销量情况，就会影响L90的定价。对了，别忘了问界M8纯电版已经开启小定了。这可能是赢家！还有全新的M7官图公布了，当年这款月销量差几台就到3万辆的问界销量担当，在M8月销量过2万、M9月销量过1万的情况下，M7的销量会不会稳定在3万+呢？预计M7也会有纯电版本。纯电SUV的市场竞争激烈程度，并不亚于理想起家的增程市场了。而理想现在面临的是增程市场被偷家，纯电市场竞争激烈的格局。扣厂花了巨资研发的AI——理想同学，能不能帮助理想突破重围呢？","news_type":1,"symbols_score_info":{"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459433298977024,"gmtCreate":1753203357832,"gmtModify":1753205124557,"author":{"id":"3537237510707345","authorId":"3537237510707345","name":"薛定猫的谔","avatar":"https://static.tigerbbs.com/3413796caba3213475f2fb3e8c87f443","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3537237510707345","authorIdStr":"3537237510707345"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3435494514585501\">@looming</a>:小米7/21开始陆续交付Yu7，下周数据还会上升。8月第一周yu7每周达到5500，su7达6000，合计11500台/周//<a href=\"https://laohu8.com/U/3435494514585501\">@looming</a>:小米稳","listText":"Replying to <a href=\"https://laohu8.com/U/3435494514585501\">@looming</a>:小米7/21开始陆续交付Yu7，下周数据还会上升。8月第一周yu7每周达到5500，su7达6000，合计11500台/周//<a href=\"https://laohu8.com/U/3435494514585501\">@looming</a>:小米稳","text":"Replying to @looming:小米7/21开始陆续交付Yu7，下周数据还会上升。8月第一周yu7每周达到5500，su7达6000，合计11500台/周//@looming:小米稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/459433298977024","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}