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竖拇指搞美股
IP属地:北京
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竖拇指搞美股
竖拇指搞美股
·
08-07
这还用对比,L90全面产品力比I8好得不止一点点。
蔚来与理想:三排座 SUV 战场的生死较量
或许会改写行业的竞争格局。
蔚来与理想:三排座 SUV 战场的生死较量
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竖拇指搞美股
竖拇指搞美股
·
07-10
$蔚来(NIO)$
L90这配置这价格,牛逼啊,一定大麦。
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竖拇指搞美股
竖拇指搞美股
·
2024-06-06
$蔚来(NIO)$
一季度报早就是过去式了。真正目前蔚来的状态势头不错的,销量起来,二季度销量不低。
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竖拇指搞美股
竖拇指搞美股
·
2024-05-31
$蔚来(NIO)$
又获15亿投资,股票涨涨涨
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竖拇指搞美股
竖拇指搞美股
·
2022-09-26
$蔚来(NIO)$
10%以上
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竖拇指搞美股
竖拇指搞美股
·
2022-09-23
$蔚来(NIO)$
理想,小鹏都冲了,你还不冲吗
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竖拇指搞美股
竖拇指搞美股
·
2022-09-23
$蔚来(NIO)$
敢不敢顶上去
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竖拇指搞美股
竖拇指搞美股
·
2022-09-22
$Luminar Technologies, Inc.(LAZR)$
疯了?
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竖拇指搞美股
竖拇指搞美股
·
2021-06-01
$腾讯音乐(TME)$
摇头晃脑的上下震,马上要起了。
@腾讯音乐
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竖拇指搞美股
竖拇指搞美股
·
2021-05-04
$福特汽车(F)$
避险股票
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15:26","market":"hk","language":"zh","title":"蔚来与理想:三排座 SUV 战场的生死较量","url":"https://stock-news.laohu8.com/highlight/detail?id=2557326802","media":"汽车产业前线观察","summary":"或许会改写行业的竞争格局。","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f30c75603d0a9eff590216fa1d31d2db\" tg-width=\"780\" tg-height=\"488\"></p><p>2025 年 7 月的最后一周,中国新能源汽车市场的火药味浓烈到了极点。7 月 31 日,杭州的发布会上,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌亲自站台,揭开了子品牌乐道(Onvo)第二款车型 L90 的面纱。</p><p>而仅仅两天前,理想的首款纯电三排座 SUV i8 已抢先上市。这两款车像两把利剑,直指同一个靶心 —— 中国多孩<a href=\"https://laohu8.com/S/F13.SI\">富裕</a>家庭的车库。</p><p>这场较量早已超越产品本身。在北上广深的 4S 店里,<a href=\"https://laohu8.com/S/09866\">蔚来</a>销售会拿着参数表对比:“理想 i8 的第三排腿部空间比我们少 3 厘米,电池续航虚标了 15%”。</p><p>理想门店的销售则反击:“乐道 L90 的激光雷达位置太靠下,雨天容易被泥水遮挡”。更激烈的交锋发生在高管层,<a href=\"https://laohu8.com/S/LI\">理想汽车</a> CEO 李想在社交平台暗指 “某些品牌为了续航牺牲安全”,<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>总裁秦力洪立刻回应 “扎实的三电技术不需要玩文字游戏”,你来我往的公开争执成了行业热议的焦点。</p><p>资本市场的反应更是直白。乐道 L90 发布当天,蔚来美股股价直线拉升 8%,市值冲破 49 亿美元,创下半年来最大单日涨幅。</p><p>投资者显然买账 —— 这款车不仅延续了蔚来标志性的换电技术,还首次搭载了可升降的第三排座椅,解决了传统三排座 SUV “第三排只能应急” 的痛点。</p><p>反观理想 i8,因起售价较预售价高出 3 万元,上市后股价连续三日下滑,累计跌幅超 5%,市场用脚投票表达了对其定价策略的质疑。</p><p>对两家企业而言,这场仗输不起。蔚来的账本早已亮起红灯,截至 2025 年 3 月,其累计亏损突破 290 亿美元,现金流压力迫使其将 “2025 年四季度盈亏平衡” 定为生死线。</p><p>乐道品牌是蔚来的翻身仗,首款车型因电池供应问题延迟交付已错失先机,L90 若再失利,后果不堪设想。</p><p>理想的处境同样严峻,此前寄予厚望的 MPV 车型 Mega 销量不及预期,增程式混动 SUV 市场又因竞品增多增速放缓,押注一年的纯电 i8 成了扭转颓势的关键。</p><p>更深远的是,这场对决折射出中国新能源汽车市场的残酷转型。曾经靠单一爆款就能站稳脚跟的时代已经过去,三排座 SUV 这个细分市场,聚集了家庭用户对空间、安全、续航的多重高要求,成了检验车企综合实力的试金石。</p><p>蔚来的换电生态与理想的增程技术,两种路线在纯电平台上的正面碰撞,或许会改写行业的竞争格局。</p><p>眼下,乐道 L90 的订单量已突破 1.2 万辆,理想 i8 则紧急推出 “首任车主终身免费充电” 政策。</p><p>这场没有硝烟的战争才刚刚开始,而中国新能源车市的淘汰赛,正随着这两款车的交锋,进入最惊心动魄的阶段。</p>","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\" 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.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蔚来与理想:三排座 SUV 战场的生死较量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 15:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250806153047a6d60601&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>2025 年 7 月的最后一周,中国新能源汽车市场的火药味浓烈到了极点。7 月 31 日,杭州的发布会上,蔚来创始人李斌亲自站台,揭开了子品牌乐道(Onvo)第二款车型 L90 的面纱。而仅仅两天前,理想的首款纯电三排座 SUV i8 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