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懂市长
懂市长
·
04-14
我giao!
追觅俞浩时隔两个月再发文放豪言 三年冲击万亿！曾叫板黄仁勋、马斯克
4月13日，追觅科技CEO俞浩时隔两个月再度在微博发文。俞浩表示，追觅在今年一季度，实现了100%的同步增长。要做人类历史上 第一个百万亿美金的公司1月，追觅科技创始人兼CEO俞浩发朋友圈表示，“追觅生态将成为人类历史上第一个百万亿美金的公司生态”。俞浩提到，目前全球市值最高的公司是英伟达，约4.5万亿美元。该言论引起网友热议。
追觅俞浩时隔两个月再发文放豪言 三年冲击万亿！曾叫板黄仁勋、马斯克
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懂市长
懂市长
·
2023-08-09
豪华品牌[笑哭]
理想电话会：四季度可实现月交付4万辆，明年有望成为第一豪车品牌
在财报电话会上，理想CEO李想表示，三季度的销量指引，已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。
理想电话会：四季度可实现月交付4万辆，明年有望成为第一豪车品牌
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懂市长
懂市长
·
2023-07-31
$Faraday Future(FFIE)$
此时吟诗一首:飞流直下三千尺，
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懂市长
懂市长
·
2023-07-17
$Faraday Future(FFIE)$
有没有人来空啊，快空啊😀🙏
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懂市长
懂市长
·
2022-07-26
$老虎证券(TIGR)$
成仙股了，没有交易量了都[捂脸]
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懂市长
懂市长
·
2022-07-22
新手赔钱指南与对应策略
不知不觉股龄竟然要两周年了！从靠运气赚钱，到赔钱，再到稳定赚钱（哈哈哈，谁知道将来呢）下面分享一下我的故事，对初入股市的你应该有些帮助，对赚钱感兴趣的话可以耐心看一下，相信会有收获的，祝你早日稳定盈利！入场契机以前从来没接触过股票的，都是听新闻说谁谁炒股跳楼了，谁谁欠账几千万自杀了，所以我也是被这种新闻吓得一直谈股色变。根本没有想过自己也会炒股。偶然的一次机会，跟女儿的同学的爸爸妈妈一起吃早餐，大哥经常讲美股股票，昨天涨了多少，今天又涨了多少。起初我也是听听，心理上没啥变化。但是耐不住每天早晨一起吃早餐（一个星级酒店的自助早餐团购还挺便宜的）大哥每天讲，而且大哥还翻倍了…所以有点试试的冲动，就这样，开始了我的股票之旅！我第一个交易的标的是开心汽车，嗯！很开心，我也给大哥大姐炫耀了，印象狠深刻，出生牛犊不怕虎嘛，直接就上，盘前交易了一波，盘中交易了一波，那天总共是赚了接近800美元！不愧是开心汽车！当然，这次的赚钱也是为以后的事故埋下了伏笔…从2020,8月份，我边靠运气交易边学习。我看了好几本书；林园炒股秘籍，日本蜡烛图技术，短线交易大师，威科夫操盘法量价分析，海龟交易法，股票大作手回忆录等等。我学了很多术语；各种指标，k线名称，k线组合，均线，macd,交易量，趋势等等等等我还在youtube关注了各种荐股，分析股票的博主，看了很多视频…毫不夸张的说一天都在学，都在看，吃饭时候也是！真是废寝忘食…奇怪的事情发生了，当我三个多月学成归来，我发现我运用我所学的知识开始买卖股票时，竟然开始亏钱了，以前靠运气赚来的一万多美金慢慢的开始往回还了！加之我刚学来三脚猫功夫还不熟练，很快这一万多美金就让我止损止损止损的就这样快止没了（因为买点不对，反复止损5%左右）赔钱最多的是亿邦国际，当时比特币概念股涨的凶残，我想着发财，心想这次我重仓出击，涨个一两倍我心心念念的特斯拉就买回来了！心理
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懂市长
懂市长
·
2022-06-23
youtube可以订阅加入个人会员节目的
非常抱歉，此主贴已删除
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懂市长
懂市长
·
2022-05-31
$快手-W(01024)$
为啥成交量这么大
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懂市长
懂市长
·
2022-02-25
$小米集团-W(01810)$
筹码在没有交换以前，别想着有行情
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懂市长
懂市长
·
2021-12-20
$小米集团-W(01810)$
米哥还是下行通道，建仓后不如预期应果断执行交易计划，不能死扛。价值投资不是每个人都适合
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src=\"https://x0.ifengimg.com/ucms/2026_16/91B6F11917468E1C14549D31ADE578CACC37CB41_size136_w600_h541.jpg\"/></p><p>俞浩发言透露，宇树抢我们（魔法原子）的熊猫、挖大佬，公司不能只守，要主动抢，要将宇树所有客户、所有投标、所有员工全部抢过来。最后，俞浩还补了句：“以上内容，谁截屏出去，立即开除！”但截图信息还是流出了。</p><p><strong>要做人类历史上 第一个百万亿美金的公司</strong></p><p>1月，追觅科技创始人兼CEO俞浩发朋友圈表示，“追觅生态将成为人类历史上第一个百万亿美金的公司生态”。</p><p>俞浩提到，目前全球市值最高的公司是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，约4.5万亿美元。他认为黄仁勋、马斯克这代企业家有望将最高市值推至8-10万亿美元，但同时表示黄仁勋、马斯克毕竟老了，作为更年轻一代，自己目标是将企业价值再提升一个数量级，把追觅生态做到“一百万亿美金量级”，并强调这是理性推断，未来将出书阐述具体逻辑。</p><p>该言论引起网友热议。1月17日，俞浩微博发文回应“打造百万亿美元公司”言论称：“我说的是未来，不是一年，做出人类历史上第一个百万亿美金公司，确实是我的目标，是我和相信我们的人，用接下来二十年去奋斗的。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_16/E379AC4B477D5052BB78AC26DAD6B06F9A2E4FBA_size218_w600_h828.png\"/></p><p>此外，俞浩表示，自己过去也“吹过很多牛”，但是绝大多数都实现了。“我们没有烧过投资人的钱，这跟外界想象的也不一样，即是把我们探索这么多领域的钱算起来，我们成立至今累计也还是盈利的。这都是已经实现了的。<strong>成立至今，连续6年，每年百分百的高速增长，且净利润率还不段提高，这个是全球罕见的。</strong>我们应该还是有点东西的，不是靠吹吹牛就可以做到的。”</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_16/D384B3D43390B361C369A388B108F4AC4424C4C2_size130_w600_h335.jpg\"/></p></body></html>","source":"fenghuang_stock","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>追觅俞浩时隔两个月再发文放豪言 三年冲击万亿！曾叫板黄仁勋、马斯克</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{ 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}\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追觅俞浩时隔两个月再发文放豪言 三年冲击万亿！曾叫板黄仁勋、马斯克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-14 17:55 北京时间 <a href=https://tech.ifeng.com/c/8sJw4aYzk8x><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月13日，追觅科技CEO俞浩时隔两个月再度在微博发文。俞浩表示，追觅在今年一季度，实现了100%的同步增长。这是在几百亿的规模体量上保持的增速，十分不易。俞浩还称：“但我们不满足于此，我们接下去打算挑战‘规模越大，增速越慢’的传统商业规律，在接下来的几年里，挑战200%以上的同比增长。今年挑战1000亿，明年挑战3000亿，后年挑战1万亿。每年200%的同比增长。 ”曾在群里发飙：要把宇树所有...</p>\n\n<a href=\"https://tech.ifeng.com/c/8sJw4aYzk8x\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDX":"2倍做多NVDA ETF-T-Rex","TSYY":"收益增强TSLA ETF-GraniteShares","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY 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”曾在群里发飙：要把宇树所有客户、标的抢过来4月10日，一张流出的魔法原子内部截图信息显示，追觅科技创始人俞浩于内部群中发飙，直言团队太被动、没魄力，并当场下死命令砸2亿年薪招首席科学家，要PR全面包围对手。俞浩发言透露，宇树抢我们（魔法原子）的熊猫、挖大佬，公司不能只守，要主动抢，要将宇树所有客户、所有投标、所有员工全部抢过来。最后，俞浩还补了句：“以上内容，谁截屏出去，立即开除！”但截图信息还是流出了。要做人类历史上 第一个百万亿美金的公司1月，追觅科技创始人兼CEO俞浩发朋友圈表示，“追觅生态将成为人类历史上第一个百万亿美金的公司生态”。俞浩提到，目前全球市值最高的公司是英伟达，约4.5万亿美元。他认为黄仁勋、马斯克这代企业家有望将最高市值推至8-10万亿美元，但同时表示黄仁勋、马斯克毕竟老了，作为更年轻一代，自己目标是将企业价值再提升一个数量级，把追觅生态做到“一百万亿美金量级”，并强调这是理性推断，未来将出书阐述具体逻辑。该言论引起网友热议。1月17日，俞浩微博发文回应“打造百万亿美元公司”言论称：“我说的是未来，不是一年，做出人类历史上第一个百万亿美金公司，确实是我的目标，是我和相信我们的人，用接下来二十年去奋斗的。”此外，俞浩表示，自己过去也“吹过很多牛”，但是绝大多数都实现了。“我们没有烧过投资人的钱，这跟外界想象的也不一样，即是把我们探索这么多领域的钱算起来，我们成立至今累计也还是盈利的。这都是已经实现了的。成立至今，连续6年，每年百分百的高速增长，且净利润率还不段提高，这个是全球罕见的。我们应该还是有点东西的，不是靠吹吹牛就可以做到的。”","news_type":1,"symbols_score_info":{"NVDL":0.6,"NVDU":0.6,"NVDX":0.6,"TSLY":0.6,"TSLG":0.6,"NVDG":0.6,"NVDO":0.6,"TLA":0.6,"TSII":0.6,"NVII":0.6,"NVDW":0.6,"TESL":0.6,"TSLL":0.6,"TSLR":0.6,"NVDQ":0.6,"CRSH":0.6,"TSLO":0.6,"DIPS":0.6,"UFO":0.6,"NVDB":0.6,"TSLZ":0.6,"ANV":0.6,"NVDS.UK":0.6,"NVDD":0.6,"NVD2.UK":0.6,"TSLP":0.6,"NVDA":1.65,"3NVD.UK":0.6,"TSLS":0.6,"TSDD":0.6,"TSL":0.6,"TSLT":0.6,"2NVD.UK":0.6,"TSLI":0.6,"TSLA":1.63,"NVDS":0.6,"NVD":0.6,"NVDY":0.6,"TSLQ":0.6,"TSLW":0.6,"TEST":0.6,"TSYY":0.6,"SNVD.UK":0.6,"07766":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207123973644392,"gmtCreate":1691596407063,"gmtModify":1691596408488,"author":{"id":"3567718689854453","authorId":"3567718689854453","name":"懂市长","avatar":"https://static.tigerbbs.com/067fcc5195e4252fa7c2e906d36ad09b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567718689854453","idStr":"3567718689854453"},"themes":[],"title":"","htmlText":"豪华品牌[笑哭] ","listText":"豪华品牌[笑哭] ","text":"豪华品牌[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207123973644392","repostId":"2358229453","repostType":2,"repost":{"id":"2358229453","kind":"highlight","pubTimestamp":1691521192,"share":"https://www.laohu8.com/m/news/2358229453?lang=zh_CN&edition=full","pubTime":"2023-08-09 02:59","market":"us","language":"zh","title":"理想电话会：四季度可实现月交付4万辆，明年有望成为第一豪车品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2358229453","media":"华尔街见闻","summary":"在财报电话会上，理想CEO李想表示，三季度的销量指引，已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。","content":"<html><head></head><body><blockquote>在财报电话会上，理想CEO李想表示，三季度的销量指引已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的<a href=\"https://laohu8.com/S/DLX\">豪华</a>品牌。</blockquote><p style=\"text-align: justify;\">北京时间8月8日下午，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>发布截至2023年6月30日的第二季度财报。</p><p style=\"text-align: justify;\">财报显示，本季理想实现营收286.5亿元，超出市场预期的272.1亿元，较上年同期的87.3亿元增长228.1%，较23Q1的187.9亿元增长52.5%。Q2实现净利润23.1亿元，为史上最佳盈利水平，上年同期为亏损6.41亿元。本季累计交付汽车86533辆，创下历史新高。</p><p style=\"text-align: justify;\">展望第三季度，理想预计，交付量将达到10-10.3万辆。</p><p style=\"text-align: justify;\">财报发布后，理想董事长兼CEO李想等高管出席了随后召开的电话会议，对财报进行了解读，并回答了分析师提问。李想表示，三季度的销量指引，已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。</p><p style=\"text-align: justify;\"><strong>Q1：三季度交付指引为何无法突破瓶颈，仅在10万辆-10.3万辆（月均 3.33 万—3.43 万辆）</strong></p><p style=\"text-align: justify;\">A：目前常州有两条产线生产L7、L8和L9等车型，最大月产能为5万台，主要的瓶颈在于零部件供应。</p><p style=\"text-align: justify;\">对此，理想已于二季度制定了相关零部件的提升策略和规划，不过零件的产线和工装调试、验证还需要一段时间。此外，理想针对明后年的产能，也提前进行了规划与筹备。</p><p style=\"text-align: justify;\"><strong>Q2：自动驾驶技术进展如何？到什么时候消费者可以在买车的时候直接体验到自动驾驶？</strong></p><p style=\"text-align: justify;\">A：我们还会按照之前既定的计划分批进行开放，开放逻辑跟顺序很大程度上还是取决于当地理想汽车的保有量。量越多，行驶里程数越多，和自动驾驶相关的测试数据就会多，这个城市就有可能更早的开放出来。</p><p style=\"text-align: justify;\">另外，也会取决于在这个城市当中复杂路况的完成情况。我们现在已经开放了一些招募用户，随着这些招募用户的加入，我们开放的城市会逐渐增加，目前总体来开发和测试的进展顺利。</p><p style=\"text-align: justify;\">基于大模型全面落地<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶，我们有信心在明年能够把城市和高速NOA全部进行打通，全程开放。</p><p style=\"text-align: justify;\">目前研发和测试还是在进行。</p><p style=\"text-align: justify;\"><strong>Q3： 理想目前在大型家用30万以上的区间领先的，如果明年潜在的产品要投放在20-30万元的价格区间，会面临非常激烈的竞争，到时候会怎么去做产品的差异化、保持竞争力？</strong></p><p style=\"text-align: justify;\">A：我们对理想L6的产品力非常有信心的，相信L6会成为理想L系列里边单月销量最高的车型。最关键的一点其实还是坚持我们的竞争力，所以它一定是同价位家庭用户绝对首选的产品。</p><p style=\"text-align: justify;\"><strong>Q4：关于人工智能Mind GPT最新进展</strong></p><p style=\"text-align: justify;\">A: 关于我们在6月家庭科技日发布的自然认知大模型Mind GPT，从研发上来说，我们已经具备了全栈研发的资源和能力，从研发整个结构上来说是分为四个部分：数据、大模型训练、算法评估和安全，以及应用交付。</p><p style=\"text-align: justify;\">在大模型训练算法流程方面，我们和行业主流是一致的，包含模型训练等。为了确保Mind GPT知识的准确性和个性化的能力，我们还增加了搜索和推荐的资源与能力。</p><p style=\"text-align: justify;\">目前第一个版本我们采用了160亿个参数，基于自研模型，可以更好贴合我们的用户，提升对话式交互的效果。最终会形成一系列产品，可以让理想同学成为用户的家庭成员，也可以成为车辆的专家或者是因材施教的老师。</p><p style=\"text-align: justify;\">我们在9月会分享更加详细的Mind GPT的进展，目前已经启动了公司内部测试，测试通过之后会通过进行更大范围的测试。</p><p style=\"text-align: justify;\"><strong>Q5： MEGA车型的未来展望如何？目前可比的车型是极氪009，大约每月2000台，不知道MEGA是否也会有类似的销量？</strong></p><p style=\"text-align: justify;\">A：然后关于MEGA的销量目标，我们有信心MEGA成为价格50万以上销量第一的产品，不分能源形式，也不分车身形式。就跟我们今天看到L7和L8车型也已经在同等车型中取得了巨大的市场份额一样。</p><p style=\"text-align: justify;\">明年我们会发布四款新车，其中包括一款增程的SUV和三款纯电车型，这还不包含MEGA。具体的产品信息我们会通过发布会和大家沟通。</p><p style=\"text-align: justify;\"><strong>Q6: 关于毛利率，全年的指引还是在20%，那么对毛利率的负面影响有哪些？</strong></p><p style=\"text-align: justify;\">A：我们将持续不断地努力提高我们的毛利率到25%的水平。</p><p style=\"text-align: justify;\"><strong>Q7：理想汽车的城市NOA计划落地100座城市，有什么挑战？</strong></p><p style=\"text-align: justify;\">A：我们会分批来开放，并不在今年年底全部一下子开放，但是我们在100座城市落地NOA的计划没变。</p><p style=\"text-align: justify;\">相对于竞争对手，我们在算法方面是有优势的，一方面我们是通过创新的网络时时去感知复杂的道路的结构，然后通过网络识别。和竞争对手相比，我们最大的优势就在于我们拥有最大规模的智能驾驶车队，以及国内最多的训练的数据，这样一来，我们可以实现数据和算法的不断迭代，这是我们的绝对优势。</p><p style=\"text-align: justify;\"><strong>Q8: 门店已经开了超过300家，覆盖全国120个城市。未来在门店方面，有什么计划？门店为什么能快速扩张？未来的豪车，会下沉到什么程度？</strong></p><p style=\"text-align: justify;\">A：好的产品和好的自营销售渠道，是相辅相成的，缺一不可。在我们内部，我们对自己有比较高的要求，营业6个月以上的店面要实现每个店每个月平均完成100辆以上的订单量，所以我们既注意门店的效率，也不会过于关注短期的表现而忽视了长期对整个门店的建设和投资。</p><p style=\"text-align: justify;\">在明年和后年，我们会有多款车型推向市场。因此，我们还会开更多门店。目前开店的方式、逻辑，还有用户群其实没有什么特别的奥秘。因为像奔驰、宝马、奥迪这样的品牌，已经把应该到什么样级别的城市应该开多少家店，验证得非常清楚了。所以在这方面我们不需要另起炉灶，其实我们基本上就是遵循奔驰、宝马、奥迪的开店数量和开店逻辑，来实现我们销量的支撑。</p><p style=\"text-align: justify;\"><strong>Q9：现在5C的充电站已经有超过30个，有没有一个短期的目标，另外相关的资本开支有多少？</strong></p><p style=\"text-align: justify;\">A：2023年我们将完成超过300个，主要覆盖长三角、大湾区、京津冀和成渝四大经济带。在2025年将超过3000座，覆盖超过90%高速路里程和城市，我觉得我们会在保证健康运营和自由现金流的前提下，完成充电充电桩的布局，因为对我们的财务压力还是完全可以承受的。</p><p style=\"text-align: justify;\">我们的整个经营策略主要就是在高速上，这些都是自建自营的。在城市里我们会选择和代理商合作的模式来加速城市内部的布局。</p><p style=\"text-align: justify;\"><strong>Q10：研发投入占比大，未来由于自动驾驶等技术，是否会投入更多研发费用？</strong></p><p style=\"text-align: justify;\">A：我们会继续在这方面投入，只要我们认为有必要投入。</p></body></html>","source":"wallstreetcn_api","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>理想电话会：四季度可实现月交付4万辆，明年有望成为第一豪车品牌</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; 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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\">\n理想电话会：四季度可实现月交付4万辆，明年有望成为第一豪车品牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 02:59 北京时间 <a href=https://wallstreetcn.com/articles/3695082><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在财报电话会上，理想CEO李想表示，三季度的销量指引已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。北京时间8月8日下午，理想汽车发布截至2023年6月30日的第二季度财报。财报显示，本季理想实现营收286.5亿元，超出市场预期的272.1亿元，较上年同期的87.3亿元增长228.1%...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3695082\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8cb1670f81de1673f33b389553ed42ed","relate_stocks":{"BK1588":"回港中概股","BK1119":"汽车制造商","BK1587":"次新股","BK4087":"商业印刷","02015":"理想汽车-W","LI":"理想汽车","BK1575":"同股不同权","DLX":"豪华","BK1539":"汽车股","LU1720050803.USD":"安联全方位中国股票基金","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3695082","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2358229453","content_text":"在财报电话会上，理想CEO李想表示，三季度的销量指引已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。北京时间8月8日下午，理想汽车发布截至2023年6月30日的第二季度财报。财报显示，本季理想实现营收286.5亿元，超出市场预期的272.1亿元，较上年同期的87.3亿元增长228.1%，较23Q1的187.9亿元增长52.5%。Q2实现净利润23.1亿元，为史上最佳盈利水平，上年同期为亏损6.41亿元。本季累计交付汽车86533辆，创下历史新高。展望第三季度，理想预计，交付量将达到10-10.3万辆。财报发布后，理想董事长兼CEO李想等高管出席了随后召开的电话会议，对财报进行了解读，并回答了分析师提问。李想表示，三季度的销量指引，已经是目前产能的极限，预计四季度产能提升后月交付突破4万“没有任何问题”。此外，他还称，理想有信心挑战BBA在中国市场的销量，明年有望成为中国销量第一的豪华品牌。Q1：三季度交付指引为何无法突破瓶颈，仅在10万辆-10.3万辆（月均 3.33 万—3.43 万辆）A：目前常州有两条产线生产L7、L8和L9等车型，最大月产能为5万台，主要的瓶颈在于零部件供应。对此，理想已于二季度制定了相关零部件的提升策略和规划，不过零件的产线和工装调试、验证还需要一段时间。此外，理想针对明后年的产能，也提前进行了规划与筹备。Q2：自动驾驶技术进展如何？到什么时候消费者可以在买车的时候直接体验到自动驾驶？A：我们还会按照之前既定的计划分批进行开放，开放逻辑跟顺序很大程度上还是取决于当地理想汽车的保有量。量越多，行驶里程数越多，和自动驾驶相关的测试数据就会多，这个城市就有可能更早的开放出来。另外，也会取决于在这个城市当中复杂路况的完成情况。我们现在已经开放了一些招募用户，随着这些招募用户的加入，我们开放的城市会逐渐增加，目前总体来开发和测试的进展顺利。基于大模型全面落地智能驾驶，我们有信心在明年能够把城市和高速NOA全部进行打通，全程开放。目前研发和测试还是在进行。Q3： 理想目前在大型家用30万以上的区间领先的，如果明年潜在的产品要投放在20-30万元的价格区间，会面临非常激烈的竞争，到时候会怎么去做产品的差异化、保持竞争力？A：我们对理想L6的产品力非常有信心的，相信L6会成为理想L系列里边单月销量最高的车型。最关键的一点其实还是坚持我们的竞争力，所以它一定是同价位家庭用户绝对首选的产品。Q4：关于人工智能Mind GPT最新进展A: 关于我们在6月家庭科技日发布的自然认知大模型Mind GPT，从研发上来说，我们已经具备了全栈研发的资源和能力，从研发整个结构上来说是分为四个部分：数据、大模型训练、算法评估和安全，以及应用交付。在大模型训练算法流程方面，我们和行业主流是一致的，包含模型训练等。为了确保Mind GPT知识的准确性和个性化的能力，我们还增加了搜索和推荐的资源与能力。目前第一个版本我们采用了160亿个参数，基于自研模型，可以更好贴合我们的用户，提升对话式交互的效果。最终会形成一系列产品，可以让理想同学成为用户的家庭成员，也可以成为车辆的专家或者是因材施教的老师。我们在9月会分享更加详细的Mind GPT的进展，目前已经启动了公司内部测试，测试通过之后会通过进行更大范围的测试。Q5： MEGA车型的未来展望如何？目前可比的车型是极氪009，大约每月2000台，不知道MEGA是否也会有类似的销量？A：然后关于MEGA的销量目标，我们有信心MEGA成为价格50万以上销量第一的产品，不分能源形式，也不分车身形式。就跟我们今天看到L7和L8车型也已经在同等车型中取得了巨大的市场份额一样。明年我们会发布四款新车，其中包括一款增程的SUV和三款纯电车型，这还不包含MEGA。具体的产品信息我们会通过发布会和大家沟通。Q6: 关于毛利率，全年的指引还是在20%，那么对毛利率的负面影响有哪些？A：我们将持续不断地努力提高我们的毛利率到25%的水平。Q7：理想汽车的城市NOA计划落地100座城市，有什么挑战？A：我们会分批来开放，并不在今年年底全部一下子开放，但是我们在100座城市落地NOA的计划没变。相对于竞争对手，我们在算法方面是有优势的，一方面我们是通过创新的网络时时去感知复杂的道路的结构，然后通过网络识别。和竞争对手相比，我们最大的优势就在于我们拥有最大规模的智能驾驶车队，以及国内最多的训练的数据，这样一来，我们可以实现数据和算法的不断迭代，这是我们的绝对优势。Q8: 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