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- 炒或不吵炒或不吵
  ·2021-07-27
  $联邦快递(FDX)$割了
  2,734 评论
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- 炒或不吵炒或不吵
  ·2021-07-27
  $美国航空(AAL)$行吧认栽
  2,959 评论
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- 炒或不吵炒或不吵
  ·2021-07-01
  $英特尔(INTC)$太弱了
  2,166 评论
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- 炒或不吵炒或不吵
  ·2021-05-14
  $Palantir Technologies Inc.(PLTR)$不信你能挺住
  2,442 评论
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- 炒或不吵炒或不吵
  ·2021-05-04
  对婚姻有要求的人才会负责任的选择结婚或者离婚
  非常抱歉，此主贴已删除
  2,811 评论
  6
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- 炒或不吵炒或不吵
  ·2021-05-04
  $AMD(AMD)$不争气的东西[捂脸] [捂脸]
  3,516 1
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- 炒或不吵炒或不吵
  ·2021-04-30
  这个佣金太坑了[捂脸]
  2,729 评论
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- 炒或不吵炒或不吵
  ·2021-04-30
  $英特尔(INTC)$还挺坚挺[笑哭]
  3,214 1
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- 炒或不吵炒或不吵
  ·2021-04-30
  瞎扯
  一分钟看懂，昨天鲍威尔说了啥？
  还没开始讨论缩减购债、美国住房市场不是泡沫、美联储不会让通胀过热、资本市场存在一些泡沫……这些都是昨天的重点。备受瞩目的美联储4月FOMC议息会议如期召开，正如市场预期大那样，美联储在此次会议中按兵不动，维持了基准利率不变、购债计划也照常进行。当然除了决议之外，市场对于美联储主席鲍威尔将释放怎样的信号更为关注。回顾一下鲍威尔在会议上的表态。
  一分钟看懂，昨天鲍威尔说了啥？
  1,786 评论
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- 炒或不吵炒或不吵
  ·2021-04-30
  这是财报前特意跌点？
  中国市场强劲反弹，蔚来一季度收入激增近五倍
  摘要：一季度蔚来汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。蔚来汽车业绩直
  中国市场强劲反弹，蔚来一季度收入激增近五倍
  3,011 评论
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10:03","market":"us","language":"zh","title":"一分钟看懂，昨天鲍威尔说了啥？","url":"https://stock-news.laohu8.com/highlight/detail?id=1176981657","media":"华尔街见闻","summary":"还没开始讨论缩减购债、美国住房市场不是泡沫、美联储不会让通胀过热、资本市场存在一些泡沫……这些都是昨天的重点。备受瞩目的美联储4月FOMC议息会议如期召开，正如市场预期大那样，美联储在此次会议中按兵不动，维持了基准利率不变、购债计划也照常进行。当然除了决议之外，市场对于美联储主席鲍威尔将释放怎样的信号更为关注。回顾一下鲍威尔在会议上的表态。","content":"<blockquote>\n 摘要：总体来看，即使在经济复苏之际，鲍威尔仍决定“踩住油门”。还没开始讨论缩减购债、美国住房市场不是泡沫、美联储不会让通胀过热、资本市场存在一些泡沫……这些都是昨天的重点。\n</blockquote>\n<p>备受瞩目的美联储4月FOMC议息会议如期召开，正如市场预期大那样，美联储在此次会议中按兵不动，维持了基准利率不变、购债计划也照常进行。</p>\n<p>当然除了决议之外，市场对于美联储主席鲍威尔将释放怎样的信号更为关注。</p>\n<p><b>有分析认为，总体来看最大收获似乎是即使在经济复苏之际，鲍威尔仍决定“踩住油门”。</b></p>\n<p>经济研究机构Pantheon Macroeconomics的首席经济学家Ian Shepherdson发推称，自己不明白为什么会有人质疑美联储对其策略的承诺，“他们all in，鲍威尔都没眨眼”。</p>\n<p>回顾一下鲍威尔在会议上的表态。他表示，尽管经济复苏的进展比普遍预期的要快，但是仍然不均衡，且远未完成。此外再被问及美国前财长萨默斯的批评时，鲍威尔也花了5分钟的时间来反驳他的担忧。萨默斯认为，美联储的宽松政策是危险的，特别是在大规模财政刺激计划通过之际。</p>\n<p>以下就是鲍威尔昨天发布会的五个要点：</p>\n<p><b>1、美联储将开始讨论缩减购债计划吗？答案是否定的。</b></p>\n<p>鲍威尔重申，在美联储进行这项讨论之前仍需一些时日。一些经济学家认为，这一情形最早会在美联储6月会议上发生，但是更多的人认为鲍威尔可能利用杰克森霍尔年会这个机会。</p>\n<p><b>2、美国住房市场不是泡沫</b></p>\n<p>鲍威尔表示，他对于如今房价的上涨感到有些不安，称这不是“纯粹的利好”（unalloyed good），但他没有暗示美联储正考虑介入。</p>\n<p>鲍威尔认为，房价问题在于供给缺乏和需求高企，他表示，“我希望，随着时间的推移，建筑商可以对需求做出反应，提供更多供给。我们不存在房地产泡沫、人们过度使用杠杆的情况。”</p>\n<p>在被问及为如果房地产市场如此强劲，美联储为什么每月要购买抵押贷款支持证券（MBS）时，鲍威尔回答，购买这些证券不意味着为房地产市场提供直接支持。他也重申，当时机成熟时，美联储将逐步缩减MBS的购买速度。</p>\n<p><b>3、美联储不会让通胀过热</b></p>\n<p>对于通胀问题，鲍威尔在会议上表示，经济正面临前所未有的事件，但是美联储认为价格压力将是暂时的。</p>\n<p>他表示，如果通胀持续且实质性地超过2%，那么美联储将使用工具来降低通胀。他还称，大家都对于1960年代的历史十分熟悉，而如今是完全不同的情形。</p>\n<p><b>4、资本市场存在一些泡沫</b></p>\n<p>这句话无疑是昨天市场中是突出的一个，鲍威尔提到这些话时，美股跳水，标普和纳指均转跌。</p>\n<p>许多经济学家认为美联储资产购买的主要影响将是资产价格的上涨，鲍威尔似乎提高了他的担忧程度。</p>\n<p><b>5、劳动力市场实现供需平衡仍需要一些时间</b></p>\n<p>鲍威尔始终认为，美联储距离实现目标仍有很长的路要走，因为劳动力市场仍然疲软。</p>\n<p>他表示，这背后有许多因素的影响。比如，劳动力的缺乏并不都是由疫情造成的，因为一些工人缺乏技能，也不住在那些有工作机会的地方。另外，一些劳动力仍害怕感染新冠病毒。此外，还有相当数量的人表示他们已经决定退休。最后，政府发放的失业补助也起到了一些作用。</p>","source":"highlight_wallstreetcn","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>一分钟看懂，昨天鲍威尔说了啥？</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{ 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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一分钟看懂，昨天鲍威尔说了啥？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3629308><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：总体来看，即使在经济复苏之际，鲍威尔仍决定“踩住油门”。还没开始讨论缩减购债、美国住房市场不是泡沫、美联储不会让通胀过热、资本市场存在一些泡沫……这些都是昨天的重点。\n\n备受瞩目的美联储4月FOMC议息会议如期召开，正如市场预期大那样，美联储在此次会议中按兵不动，维持了基准利率不变、购债计划也照常进行。\n当然除了决议之外，市场对于美联储主席鲍威尔将释放怎样的信号更为关注。\n有分析认为，总体...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629308\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5f96d5449880181797d6f852693cd97","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://wallstreetcn.com/articles/3629308","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1176981657","content_text":"摘要：总体来看，即使在经济复苏之际，鲍威尔仍决定“踩住油门”。还没开始讨论缩减购债、美国住房市场不是泡沫、美联储不会让通胀过热、资本市场存在一些泡沫……这些都是昨天的重点。\n\n备受瞩目的美联储4月FOMC议息会议如期召开，正如市场预期大那样，美联储在此次会议中按兵不动，维持了基准利率不变、购债计划也照常进行。\n当然除了决议之外，市场对于美联储主席鲍威尔将释放怎样的信号更为关注。\n有分析认为，总体来看最大收获似乎是即使在经济复苏之际，鲍威尔仍决定“踩住油门”。\n经济研究机构Pantheon Macroeconomics的首席经济学家Ian Shepherdson发推称，自己不明白为什么会有人质疑美联储对其策略的承诺，“他们all in，鲍威尔都没眨眼”。\n回顾一下鲍威尔在会议上的表态。他表示，尽管经济复苏的进展比普遍预期的要快，但是仍然不均衡，且远未完成。此外再被问及美国前财长萨默斯的批评时，鲍威尔也花了5分钟的时间来反驳他的担忧。萨默斯认为，美联储的宽松政策是危险的，特别是在大规模财政刺激计划通过之际。\n以下就是鲍威尔昨天发布会的五个要点：\n1、美联储将开始讨论缩减购债计划吗？答案是否定的。\n鲍威尔重申，在美联储进行这项讨论之前仍需一些时日。一些经济学家认为，这一情形最早会在美联储6月会议上发生，但是更多的人认为鲍威尔可能利用杰克森霍尔年会这个机会。\n2、美国住房市场不是泡沫\n鲍威尔表示，他对于如今房价的上涨感到有些不安，称这不是“纯粹的利好”（unalloyed good），但他没有暗示美联储正考虑介入。\n鲍威尔认为，房价问题在于供给缺乏和需求高企，他表示，“我希望，随着时间的推移，建筑商可以对需求做出反应，提供更多供给。我们不存在房地产泡沫、人们过度使用杠杆的情况。”\n在被问及为如果房地产市场如此强劲，美联储为什么每月要购买抵押贷款支持证券（MBS）时，鲍威尔回答，购买这些证券不意味着为房地产市场提供直接支持。他也重申，当时机成熟时，美联储将逐步缩减MBS的购买速度。\n3、美联储不会让通胀过热\n对于通胀问题，鲍威尔在会议上表示，经济正面临前所未有的事件，但是美联储认为价格压力将是暂时的。\n他表示，如果通胀持续且实质性地超过2%，那么美联储将使用工具来降低通胀。他还称，大家都对于1960年代的历史十分熟悉，而如今是完全不同的情形。\n4、资本市场存在一些泡沫\n这句话无疑是昨天市场中是突出的一个，鲍威尔提到这些话时，美股跳水，标普和纳指均转跌。\n许多经济学家认为美联储资产购买的主要影响将是资产价格的上涨，鲍威尔似乎提高了他的担忧程度。\n5、劳动力市场实现供需平衡仍需要一些时间\n鲍威尔始终认为，美联储距离实现目标仍有很长的路要走，因为劳动力市场仍然疲软。\n他表示，这背后有许多因素的影响。比如，劳动力的缺乏并不都是由疫情造成的，因为一些工人缺乏技能，也不住在那些有工作机会的地方。另外，一些劳动力仍害怕感染新冠病毒。此外，还有相当数量的人表示他们已经决定退休。最后，政府发放的失业补助也起到了一些作用。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103061079,"gmtCreate":1619739592891,"gmtModify":1619739592891,"author":{"id":"3573434237763215","authorId":"3573434237763215","name":"炒或不吵","avatar":"https://static.tigerbbs.com/f4744e65278ec3e7dc3b8b5a8f988904","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573434237763215","authorIdStr":"3573434237763215"},"themes":[],"htmlText":"这是财报前特意跌点？","listText":"这是财报前特意跌点？","text":"这是财报前特意跌点？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103061079","repostId":"1186572745","repostType":4,"repost":{"id":"1186572745","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":1619737822,"share":"https://ttm.financial/m/news/1186572745?lang=&edition=full","pubTime":"2021-04-30 07:10","market":"hk","language":"zh","title":"中国市场强劲反弹，蔚来一季度收入激增近五倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1186572745","media":"老虎资讯综合","summary":"摘要：一季度蔚来汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。蔚来汽车业绩直","content":"<blockquote>摘要：一季度<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。</blockquote><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216194080835685%22%7D\" target=\"_blank\">蔚来汽车业绩直播会将于今日8：00开始，观看戳这里！</a></p><p>4月29日周四美股盘后，蔚来汽车发布2021年一季度财报。今年第一季度，蔚来汽车收入大增，亏损远低于市场预期，毛利率明显提升，体现了中国汽车市场在去年新冠疫情爆发后强劲反弹的势头。</p><p>公布财报的同时，蔚来CEO李斌称，该司汽车的总体需求依然非常强劲，但指出，由于半导体短缺，供应链仍面临很大的挑战。</p><p>财报公布后，蔚来美股盘后震荡，先小幅上涨0.5%，后迅速回落，跌超到1%，而后转涨，涨幅曾超过2%，此后转跌，一度跌超1%。</p><p><img src=\"https://static.tigerbbs.com/632d5840044545e026fafa25ffdfb891\" tg-width=\"703\" tg-height=\"527\" referrerpolicy=\"no-referrer\">亏损超预期收窄近86% 收入猛增逾480%</p><p>美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。</p><p>一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。<img src=\"https://static.tigerbbs.com/ff7536ef975ec9845e70cd62c25f6660\" tg-width=\"1209\" tg-height=\"337\" referrerpolicy=\"no-referrer\">一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。</p><p>交付量史上首次突破2万 预计二季度翻倍增长再创新高<img src=\"https://static.tigerbbs.com/4ed97753aa601c5faec8668e13a4a9e2\" tg-width=\"1179\" tg-height=\"176\" referrerpolicy=\"no-referrer\">蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。</p><p>业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。</p><p>李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。</p><p>考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。<img src=\"https://static.tigerbbs.com/4c3293ec4575526b2920d180288e793b\" tg-width=\"1080\" tg-height=\"9518\"></p>","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>中国市场强劲反弹，蔚来一季度收入激增近五倍</title>\n<style 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}\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中国市场强劲反弹，蔚来一季度收入激增近五倍\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\">2021-04-30 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：一季度<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。</blockquote><p><a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%2216194080835685%22%7D\" target=\"_blank\">蔚来汽车业绩直播会将于今日8：00开始，观看戳这里！</a></p><p>4月29日周四美股盘后，蔚来汽车发布2021年一季度财报。今年第一季度，蔚来汽车收入大增，亏损远低于市场预期，毛利率明显提升，体现了中国汽车市场在去年新冠疫情爆发后强劲反弹的势头。</p><p>公布财报的同时，蔚来CEO李斌称，该司汽车的总体需求依然非常强劲，但指出，由于半导体短缺，供应链仍面临很大的挑战。</p><p>财报公布后，蔚来美股盘后震荡，先小幅上涨0.5%，后迅速回落，跌超到1%，而后转涨，涨幅曾超过2%，此后转跌，一度跌超1%。</p><p><img src=\"https://static.tigerbbs.com/632d5840044545e026fafa25ffdfb891\" tg-width=\"703\" tg-height=\"527\" referrerpolicy=\"no-referrer\">亏损超预期收窄近86% 收入猛增逾480%</p><p>美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。</p><p>一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。<img src=\"https://static.tigerbbs.com/ff7536ef975ec9845e70cd62c25f6660\" tg-width=\"1209\" tg-height=\"337\" referrerpolicy=\"no-referrer\">一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。</p><p>交付量史上首次突破2万 预计二季度翻倍增长再创新高<img src=\"https://static.tigerbbs.com/4ed97753aa601c5faec8668e13a4a9e2\" tg-width=\"1179\" tg-height=\"176\" referrerpolicy=\"no-referrer\">蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。</p><p>业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。</p><p>李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。</p><p>考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。<img src=\"https://static.tigerbbs.com/4c3293ec4575526b2920d180288e793b\" tg-width=\"1080\" tg-height=\"9518\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186572745","content_text":"摘要：一季度蔚来汽车每股亏损额不到市场预期的三成，同比收窄近86%；史上首次交付逾2万辆，同比增四倍，预计二季度交付量翻倍增长；CEO称供应链仍因芯片短缺面临很大挑战。蔚来美股盘后震荡。蔚来汽车业绩直播会将于今日8：00开始，观看戳这里！4月29日周四美股盘后，蔚来汽车发布2021年一季度财报。今年第一季度，蔚来汽车收入大增，亏损远低于市场预期，毛利率明显提升，体现了中国汽车市场在去年新冠疫情爆发后强劲反弹的势头。公布财报的同时，蔚来CEO李斌称，该司汽车的总体需求依然非常强劲，但指出，由于半导体短缺，供应链仍面临很大的挑战。财报公布后，蔚来美股盘后震荡，先小幅上涨0.5%，后迅速回落，跌超到1%，而后转涨，涨幅曾超过2%，此后转跌，一度跌超1%。亏损超预期收窄近86% 收入猛增逾480%美东时间29日周四美股盘后，蔚来汽车公布，一季度非美国通用会计准则（GAAP）下调整后每ADS股亏损0.23元人民币，不到市场预期亏损0.84元的30%，较去年一季度每ADS亏损1.6元同比收窄将近85.6%，较去年四季度ADS亏损环比收窄75.3%。一季度蔚来调整后净亏损4.51亿元，同比收窄73.3%，环比收窄67.5%；当季总体营业收入79.823亿元，同比增长481.8%，环比四季度增长20.2%，其中汽车销售收入74.058亿元，同比增长489.8%，环比增20%。一季度蔚来毛利率19.5%，高于四季度的17.2%，较去年一季度大幅提高31.7个百分点。一季度蔚来汽车业务的毛利率为21.2%，较去年同期高28.6个百分点，四季度为17.2%。交付量史上首次突破2万 预计二季度翻倍增长再创新高蔚来同时公布，一季度交付2.006万辆，史上首次单季交付量突破2万辆，是去年同期的5.2倍，较去年四季度的前单季最高纪录增长15.6%。这一成绩高于蔚来3月末下调后的交付指引1.95万辆，下调前预计2万-2.05万辆。业绩指引方面，蔚来预计二季度交付2.1万到2.2万辆，同比增长103%到113%，环比增长5%-10%。二季度营收81.461亿元到85.045亿元，同比增长119%到128.7%，环比增2.1%到6.5%。李斌称，考虑到动荡的宏观环境下强劲的发展势头，做出了这样的二季度交付量指引。德意志银行分析师Edison Yu认为，蔚来的营收和毛利率都符合共识预期，其预计二季度蔚来将交付2.2万辆，全年交付9.5万辆，营收355亿元，毛利率约18%，每ADS亏损2.4元。考虑到产品发布节奏和行业芯片短缺，Yu认为蔚来今年不会再有什么大动作，而明年将是重要的一年，因为蔚来的首款自动驾驶旗舰轿车ET7将交付。Yu预计，届时每个月ET7都会销售一空。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}