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GP黑白熊
GP黑白熊
·
06-03
二季度能卖出个鬼
蔚来一季度营收120.35亿元,同比增长21.5%,新车交付4.2万台
一季度整车毛利率10%。
蔚来一季度营收120.35亿元,同比增长21.5%,新车交付4.2万台
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编组 21备份 2
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GP黑白熊
GP黑白熊
·
06-01
还不到极氪的一半 就这还是死命清库存的结果 财报等着爆炸吧
蔚来:5月交付新车23,231台,同比增长13.1%
蔚来品牌交付新车13,270台。
蔚来:5月交付新车23,231台,同比增长13.1%
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GP黑白熊
GP黑白熊
·
05-16
无法盈利 也没有盈利能力和规模效应 加上电车红海以及你懂的原因 这叫什么个事
连续两个季度大举增持,瑞银抄底蔚来?
过去两个季度股价累跌逾四成的中国造车新势力蔚来,获得瑞银集团的持续大举买入。报告期内,该机构增持蔚来3079.5万股,环比增加70%至7495.5万股,续创持仓规模新高。据Whalewisdom数据,瑞银报告期末对蔚来的持股比例已达4.36%。报告期内,蔚来股价累计下跌12.6%至3.81美元,创2020年Q2以来的21个季度新低。在2024年Q4大举增持前,瑞银对蔚来美股持仓规模最高的季度是在2024年Q2,当时持有572.4万股。
连续两个季度大举增持,瑞银抄底蔚来?
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GP黑白熊
GP黑白熊
·
04-04
$蔚来(NIO)$
短短一天再多了点羊毛腿 感谢黄毛
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GP黑白熊
GP黑白熊
·
03-28
业务早就卖了 还融资了呢
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GP黑白熊
GP黑白熊
·
03-06
持续跑路中
蔚来中国增资至82.57亿
天眼查App显示,近日,蔚来控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。股东信息显示,该公司现由Nio Nextev Limited、NIO User Enterprise Limited及上述新增股东等共同持股。
蔚来中国增资至82.57亿
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GP黑白熊
GP黑白熊
·
01-24
$比亚迪股份(01211)$
GMG发了个研报?1050亿刀港股总市值是你吗
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GP黑白熊
GP黑白熊
·
01-08
$蔚来(NIO)$
大单疯狂出逃 生怕成为下一个 很好👍 哪吒 极越 合众 高合
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GP黑白熊
GP黑白熊
·
2024-12-24
$蔚来(NIO)$
股票交易量怎么跟织布机一样 要st了吗??
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19:25","market":"hk","language":"zh","title":"蔚来一季度营收120.35亿元,同比增长21.5%,新车交付4.2万台","url":"https://stock-news.laohu8.com/highlight/detail?id=1171560417","media":"老虎资讯综合","summary":"一季度整车毛利率10%。","content":"<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币,同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元,同比增长30.2%,环比下降5.1%。</p><p>一季度毛利率7.6%,同比提升2.7个百分点,环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元,市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台,同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台,二季度交付预计环比大增71%-78%。</p><p><strong>CFO:二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示,二季度随着新ES6、EC6、ET5、ET5T的上市,新车成交价格有所回升。加上自研芯片上车,会给单车成本带来1万元左右的成本优化。综合因素叠加,二季度蔚来品牌单车毛利率有望会回到15%。</p></body></html>","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>蔚来一季度营收120.35亿元,同比增长21.5%,新车交付4.2万台</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{ 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hidden}\n.head .h-thumb { 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\">\n蔚来一季度营收120.35亿元,同比增长21.5%,新车交付4.2万台\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\">2025-06-03 19:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>蔚来2025年一季度营收120.35亿元人民币,同比增长21.5%。市场预估123.5亿元。</p><p>一季度净亏损67.5亿元,同比增长30.2%,环比下降5.1%。</p><p>一季度毛利率7.6%,同比提升2.7个百分点,环比下降4.1个百分点。整车毛利率为10%。</p><p>公司预计二季度营收195.1亿元-200.7亿元,市场预估为195.8亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f3ad7cc9e37a297343b9550e2fcbb9c2\" title=\"\" tg-width=\"1024\" tg-height=\"602\"/></p><p><strong>交付情况</strong></p><p>一季度新车交付42,094台,同比增长超40%。</p><p>二季度交付指引7.2万至7.5万台,二季度交付预计环比大增71%-78%。</p><p><strong>CFO:二季度蔚来品牌单车毛利率有望回到15%</strong></p><p>蔚来首席财务官曲玉在2025年第一季度财报电话会上表示,二季度随着新ES6、EC6、ET5、ET5T的上市,新车成交价格有所回升。加上自研芯片上车,会给单车成本带来1万元左右的成本优化。综合因素叠加,二季度蔚来品牌单车毛利率有望会回到15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171560417","content_text":"蔚来2025年一季度营收120.35亿元人民币,同比增长21.5%。市场预估123.5亿元。一季度净亏损67.5亿元,同比增长30.2%,环比下降5.1%。一季度毛利率7.6%,同比提升2.7个百分点,环比下降4.1个百分点。整车毛利率为10%。公司预计二季度营收195.1亿元-200.7亿元,市场预估为195.8亿元。交付情况一季度新车交付42,094台,同比增长超40%。二季度交付指引7.2万至7.5万台,二季度交付预计环比大增71%-78%。CFO:二季度蔚来品牌单车毛利率有望回到15%蔚来首席财务官曲玉在2025年第一季度财报电话会上表示,二季度随着新ES6、EC6、ET5、ET5T的上市,新车成交价格有所回升。加上自研芯片上车,会给单车成本带来1万元左右的成本优化。综合因素叠加,二季度蔚来品牌单车毛利率有望会回到15%。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4105092466274000","authorId":"4105092466274000","name":"华仔牛牛","avatar":"https://static.tigerbbs.com/a3aeb6958f8a3f90408acd424c9395fe","crmLevel":8,"crmLevelSwitch":1,"idStr":"4105092466274000","authorIdStr":"4105092466274000"},"content":"不是说了,二季度7.2-7.5万辆","text":"不是说了,二季度7.2-7.5万辆","html":"不是说了,二季度7.2-7.5万辆"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441258595045736,"gmtCreate":1748767742587,"gmtModify":1748767743806,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"还不到极氪的一半 就这还是死命清库存的结果 财报等着爆炸吧","listText":"还不到极氪的一半 就这还是死命清库存的结果 财报等着爆炸吧","text":"还不到极氪的一半 就这还是死命清库存的结果 财报等着爆炸吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/441258595045736","repostId":"1151778272","repostType":4,"repost":{"id":"1151778272","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1748767511,"share":"https://www.laohu8.com/m/news/1151778272?lang=&edition=full","pubTime":"2025-06-01 16:45","market":"us","language":"zh","title":"蔚来:5月交付新车23,231台,同比增长13.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151778272","media":"老虎资讯综合","summary":"蔚来品牌交付新车13,270台。","content":"<html><head></head><body><p>2025年5月,蔚来公司交付新车23,231台,同比增长13.1%。其中,蔚来品牌交付新车13,270台;乐道品牌交付新车6,281台;firefly萤火虫品牌交付新车3,680台。</p><p>截至目前,蔚来公司已累计交付新车760,789台。其中,蔚来品牌累计交付新车710,655台;乐道品牌累计交付新车46,223台;firefly萤火虫品牌累计交付新车3,911台。</p><p>据悉,「蔚来世界模型NWM」首个版本,已从5月30日起正式开启推送,首批推送车型为超过40万台的「Banyan 榕」车型。「Cedar 雪松」车型,包括ET9、新ES6、新EC6、新ET5、新ET5T在内,将会于6月底开启推送。</p></body></html>","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>蔚来:5月交付新车23,231台,同比增长13.1%</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { 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\">\n蔚来:5月交付新车23,231台,同比增长13.1%\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\">2025-06-01 16:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2025年5月,蔚来公司交付新车23,231台,同比增长13.1%。其中,蔚来品牌交付新车13,270台;乐道品牌交付新车6,281台;firefly萤火虫品牌交付新车3,680台。</p><p>截至目前,蔚来公司已累计交付新车760,789台。其中,蔚来品牌累计交付新车710,655台;乐道品牌累计交付新车46,223台;firefly萤火虫品牌累计交付新车3,911台。</p><p>据悉,「蔚来世界模型NWM」首个版本,已从5月30日起正式开启推送,首批推送车型为超过40万台的「Banyan 榕」车型。「Cedar 雪松」车型,包括ET9、新ES6、新EC6、新ET5、新ET5T在内,将会于6月底开启推送。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f36b37eb8e9efe8641c7be55a7da26d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151778272","content_text":"2025年5月,蔚来公司交付新车23,231台,同比增长13.1%。其中,蔚来品牌交付新车13,270台;乐道品牌交付新车6,281台;firefly萤火虫品牌交付新车3,680台。截至目前,蔚来公司已累计交付新车760,789台。其中,蔚来品牌累计交付新车710,655台;乐道品牌累计交付新车46,223台;firefly萤火虫品牌累计交付新车3,911台。据悉,「蔚来世界模型NWM」首个版本,已从5月30日起正式开启推送,首批推送车型为超过40万台的「Banyan 榕」车型。「Cedar 雪松」车型,包括ET9、新ES6、新EC6、新ET5、新ET5T在内,将会于6月底开启推送。","news_type":1,"symbols_score_info":{"09866":1.1,"NIO":1.1,"NIO.SI":1.1}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542352924830778","authorId":"3542352924830778","name":"浪里个浪2020","avatar":"https://static.tigerbbs.com/ae02a8b7dc0e088375e279ed46d9f0e0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542352924830778","authorIdStr":"3542352924830778"},"content":"你开玩笑吗?极氪现在的数据是整合了领克的数据后,加上一众油车和混动的数据。极氪现在只有一万多台一个月","text":"你开玩笑吗?极氪现在的数据是整合了领克的数据后,加上一众油车和混动的数据。极氪现在只有一万多台一个月","html":"你开玩笑吗?极氪现在的数据是整合了领克的数据后,加上一众油车和混动的数据。极氪现在只有一万多台一个月"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435671466144624,"gmtCreate":1747401146232,"gmtModify":1747401148227,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"无法盈利 也没有盈利能力和规模效应 加上电车红海以及你懂的原因 这叫什么个事","listText":"无法盈利 也没有盈利能力和规模效应 加上电车红海以及你懂的原因 这叫什么个事","text":"无法盈利 也没有盈利能力和规模效应 加上电车红海以及你懂的原因 这叫什么个事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435671466144624","repostId":"2535983660","repostType":2,"repost":{"id":"2535983660","kind":"news","pubTimestamp":1747267289,"share":"https://www.laohu8.com/m/news/2535983660?lang=&edition=full","pubTime":"2025-05-15 08:01","market":"us","language":"zh","title":"连续两个季度大举增持,瑞银抄底蔚来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2535983660","media":"电车黑板报","summary":"过去两个季度股价累跌逾四成的中国造车新势力蔚来,获得瑞银集团的持续大举买入。报告期内,该机构增持蔚来3079.5万股,环比增加70%至7495.5万股,续创持仓规模新高。据Whalewisdom数据,瑞银报告期末对蔚来的持股比例已达4.36%。报告期内,蔚来股价累计下跌12.6%至3.81美元,创2020年Q2以来的21个季度新低。在2024年Q4大举增持前,瑞银对蔚来美股持仓规模最高的季度是在2024年Q2,当时持有572.4万股。","content":"<html><body><article><p>过去两个季度股价累跌逾四成的中国造车新势力<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,获得瑞银集团的持续大举买入。</p><p>美股周二盘后,持仓市值超5000亿美元的瑞银集团向SEC提交2025年第一季度13F报告。报告期内,该机构增持<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>3079.5万股,环比增加70%至7495.5万股,续创持仓规模新高。</p><p>据Whalewisdom数据,瑞银报告期末对蔚来的持股比例已达4.36%。按照SEC的规定,首次持股达到5%及以上的股东,必须在5天内披露权益变动。</p><p>受蔚来股价持续下跌影响,瑞银报告期末对该股的持仓市值环比仅增长48%至2.9亿美元。报告期内,蔚来股价累计下跌12.6%至3.81美元,创2020年Q2以来的21个季度新低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250515091956886v16326sj8ml8xer\"/><p>本次13F报告披露后,蔚来还和<a href=\"https://laohu8.com/S/HPE\">慧与科技</a>及美国造车新势力Lucid,成为瑞银本季度买入股份规模最大的前三只股票。</p><p>2024年Q4,瑞银增持蔚来逾4000万股,环比增加9.75倍,一举成为蔚来13F持仓规模最大的机构股东。</p><p>瑞银建仓蔚来始于该公司2018年Q3登陆<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>,首次持股仅有6.2万股。在2024年Q4大举增持前,瑞银对蔚来美股持仓规模最高的季度是在2024年Q2,当时持有572.4万股。</p><p>从截至本周二已披露的13F文件来看,2025年Q1对蔚来增持超过100万股的机构共有三家,分别是瑞银、花旗和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>;减持蔚来股份排在前三的机构分别为<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>和Simplex Trading, LLC。</p><p>对于中国另外两家造车新势力<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>,瑞银在报告期内均进行了减持,分别减持196万股和2.1万股,环比减少21%和1%。</p><p>截至2025年Q1末,包含看涨和<span>看跌期权</span>在内,瑞银持有标的数量环比增加295只至10170只,时隔两年再超1万只;持仓总市值则环比增加0.5%,连续两个季度超过5400亿美元。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>仍是瑞银的前三大重仓股,持仓市值均超过100亿美元。</p><p>声明:本文是电车黑板报原创稿件,转载请联系我们获得授权。如需引用文中部分内容,请标注来源于电车黑板报。若文中出现事实性错误或涉及侵权问题,也烦请及时联系我们沟通处理。邮箱:sismens2025@qq.com;微信:sismens2004。</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>连续两个季度大举增持,瑞银抄底蔚来?</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515091958a6dfa4cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4588":"碎股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","NIO":"蔚来","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4555":"新能源车","BK4509":"腾讯概念","NIO.SI":"蔚来","BK4526":"热门中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250515091958a6dfa4cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2535983660","content_text":"过去两个季度股价累跌逾四成的中国造车新势力蔚来,获得瑞银集团的持续大举买入。美股周二盘后,持仓市值超5000亿美元的瑞银集团向SEC提交2025年第一季度13F报告。报告期内,该机构增持蔚来3079.5万股,环比增加70%至7495.5万股,续创持仓规模新高。据Whalewisdom数据,瑞银报告期末对蔚来的持股比例已达4.36%。按照SEC的规定,首次持股达到5%及以上的股东,必须在5天内披露权益变动。受蔚来股价持续下跌影响,瑞银报告期末对该股的持仓市值环比仅增长48%至2.9亿美元。报告期内,蔚来股价累计下跌12.6%至3.81美元,创2020年Q2以来的21个季度新低。本次13F报告披露后,蔚来还和慧与科技及美国造车新势力Lucid,成为瑞银本季度买入股份规模最大的前三只股票。2024年Q4,瑞银增持蔚来逾4000万股,环比增加9.75倍,一举成为蔚来13F持仓规模最大的机构股东。瑞银建仓蔚来始于该公司2018年Q3登陆纽交所,首次持股仅有6.2万股。在2024年Q4大举增持前,瑞银对蔚来美股持仓规模最高的季度是在2024年Q2,当时持有572.4万股。从截至本周二已披露的13F文件来看,2025年Q1对蔚来增持超过100万股的机构共有三家,分别是瑞银、花旗和贝莱德;减持蔚来股份排在前三的机构分别为摩根大通、高盛和Simplex Trading, LLC。对于中国另外两家造车新势力小鹏汽车和理想汽车,瑞银在报告期内均进行了减持,分别减持196万股和2.1万股,环比减少21%和1%。截至2025年Q1末,包含看涨和看跌期权在内,瑞银持有标的数量环比增加295只至10170只,时隔两年再超1万只;持仓总市值则环比增加0.5%,连续两个季度超过5400亿美元。苹果、微软和英伟达仍是瑞银的前三大重仓股,持仓市值均超过100亿美元。声明:本文是电车黑板报原创稿件,转载请联系我们获得授权。如需引用文中部分内容,请标注来源于电车黑板报。若文中出现事实性错误或涉及侵权问题,也烦请及时联系我们沟通处理。邮箱:sismens2025@qq.com;微信:sismens2004。","news_type":1},"isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420841069645944,"gmtCreate":1743775657700,"gmtModify":1743775661429,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 短短一天再多了点羊毛腿 感谢黄毛 ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"0\"></v-v> 短短一天再多了点羊毛腿 感谢黄毛 ","text":"$蔚来(NIO)$ 短短一天再多了点羊毛腿 感谢黄毛","images":[{"img":"https://static.tigerbbs.com/f52eaf52a73c65c81158fecdaaa0e8e0","width":"1087","height":"1384"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/420841069645944","isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462936281364951","authorId":"3462936281364951","name":"霸气的小龙虾","avatar":"https://static.tigerbbs.com/963b8d0442ff7275df423e66856a3964","crmLevel":2,"crmLevelSwitch":1,"idStr":"3462936281364951","authorIdStr":"3462936281364951"},"content":"看到多少?","text":"看到多少?","html":"看到多少?"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":418325380694016,"gmtCreate":1743171850605,"gmtModify":1743171852788,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"业务早就卖了 还融资了呢","listText":"业务早就卖了 还融资了呢","text":"业务早就卖了 还融资了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/418325380694016","isVote":1,"tweetType":1,"viewCount":1640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410580079677496,"gmtCreate":1741267792710,"gmtModify":1741267794619,"author":{"id":"3539928148899666","authorId":"3539928148899666","name":"GP黑白熊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3539928148899666","authorIdStr":"3539928148899666"},"themes":[],"htmlText":"持续跑路中","listText":"持续跑路中","text":"持续跑路中","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410580079677496","repostId":"2517174974","repostType":2,"repost":{"id":"2517174974","kind":"news","pubTimestamp":1741223700,"share":"https://www.laohu8.com/m/news/2517174974?lang=&edition=full","pubTime":"2025-03-06 09:15","market":"hk","language":"zh","title":"蔚来中国增资至82.57亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2517174974","media":"中国能源网","summary":"天眼查App显示,近日,蔚来控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。股东信息显示,该公司现由Nio Nextev Limited、NIO User Enterprise Limited及上述新增股东等共同持股。","content":"<html><body><article><p>天眼查App显示,近日,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业(有限合伙)为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。</p><p>天眼查App显示,近日,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业(有限合伙)为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。</p><p>该公司成立于2017年11月,法定代表人、董事长为李斌,经营范围含新能源汽车整车及相关零部件的技术开发、技术服务、技术转让和技术咨询,汽车零部件的批发和佣金代理,机器设备、汽车零部件、货物和技术的进出口业务,汽车销售、租赁、代驾、修理维护(限分支机构经营)及售后服务等。股东信息显示,该公司现由Nio Nextev Limited、NIO User Enterprise Limited及上述新增股东等共同持股。</p><img 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Link</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=nesSN20250306091646989dd66b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2517174974","content_text":"天眼查App显示,近日,蔚来控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业(有限合伙)为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。天眼查App显示,近日,蔚来控股有限公司发生工商变更,新增合肥建翔投资有限公司、安徽高新舆文蔚源科技合伙企业(有限合伙)为股东,同时注册资本由约78.57亿人民币增至约82.57亿人民币。该公司成立于2017年11月,法定代表人、董事长为李斌,经营范围含新能源汽车整车及相关零部件的技术开发、技术服务、技术转让和技术咨询,汽车零部件的批发和佣金代理,机器设备、汽车零部件、货物和技术的进出口业务,汽车销售、租赁、代驾、修理维护(限分支机构经营)及售后服务等。股东信息显示,该公司现由Nio Nextev Limited、NIO User Enterprise 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