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天才一一
天才一一
·
2025-12-11
按四季度销量指引计算，全年利润不到24亿，接下来三个月很艰难。[喷血] [喷血] [喷血] [喷血]
@春耕秋收：
$理想汽车(LI)$ 感觉还远远没到底😶
$理想汽车(LI)$ 感觉还远远没到底😶
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天才一一
天才一一
·
2025-11-11
$蔚来(NIO)$
上周13000[财迷]
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2
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天才一一
天才一一
·
2025-10-28
冲8块5[流泪] [流泪] [流泪]
蔚来单周交付首破1.06万，ES8交付周期需3个月，目前大批招工抢人、增加夜班和班车，李斌内部讲话称“拐点”
文/新浪财经上海站 时行工作室。 近日，一张蔚来内部微信群截图在网络上引发关注。 另有截图显示，蔚来已实行两班倒，并增加班车和夜班班次，以应对生产压力。并透露目前ES8的交付周期约为三个月。笔者也与蔚来门店销售确认，目前新订车辆的交付周期在逐步拉长。 据汽车博主@孙少军09爆料，10月13日至19日的一周蔚来交付量突破1.06万辆。李斌所说的“拐点”，在交付端、销量端以及用户体验端均已显现。
蔚来单周交付首破1.06万，ES8交付周期需3个月，目前大批招工抢人、增加夜班和班车，李斌内部讲话称“拐点”
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天才一一
天才一一
·
2025-10-24
从预估财报的数据来看，Meta概率很大[财迷]
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天才一一
天才一一
·
2025-10-22
$蔚来-SW(09866)$
今天有点硬[财迷] [财迷] [财迷]
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天才一一
天才一一
·
2025-10-21
Replying to
@forcec
:别人发的，**玩意儿，//
@forcec
:不反对周榜了？
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天才一一
天才一一
·
2025-10-21
$蔚来-SW(09866)$
上周交付10600，本周希望14000台吧[财迷] [财迷] [财迷] [财迷]
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天才一一
天才一一
·
2025-07-31
$蔚来-SW(09866)$
盘尾抢了两个亿，明天必须有戏啊[笑哭] [笑哭] [笑哭] [笑哭]
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天才一一
天才一一
·
2025-07-25
$谷歌(GOOG)$
特斯拉要有这业绩，一晚上能炒作翻倍[笑哭] [笑哭] [笑哭]
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天才一一
天才一一
·
2025-07-18
$英伟达(NVDA)$
破180，回到120，沉寂半年
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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493896790172416","repostId":"2578861763","repostType":2,"repost":{"id":"2578861763","kind":"news","pubTimestamp":1761562140,"share":"https://www.laohu8.com/m/news/2578861763?lang=zh_CN&edition=full","pubTime":"2025-10-27 18:49","market":"hk","language":"zh","title":"蔚来单周交付首破1.06万，ES8交付周期需3个月，目前大批招工抢人、增加夜班和班车，李斌内部讲话称“拐点”","url":"https://stock-news.laohu8.com/highlight/detail?id=2578861763","media":"新浪证券","summary":" 文/新浪财经上海站 时行工作室。 近日，一张蔚来内部微信群截图在网络上引发关注。 另有截图显示，蔚来已实行两班倒，并增加班车和夜班班次，以应对生产压力。并透露目前ES8的交付周期约为三个月。笔者也与蔚来门店销售确认，目前新订车辆的交付周期在逐步拉长。 据汽车博主@孙少军09爆料，10月13日至19日的一周蔚来交付量突破1.06万辆。李斌所说的“拐点”，在交付端、销量端以及用户体验端均已显现。","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p> 文/新浪财经上海站 时行工作室</p>\n<p> 近日，一张<a href=\"https://laohu8.com/S/NIO\">蔚来</a>内部微信群截图在网络上引发关注。截图显示，公司正加速招工，“办公室都挤不下，都要去食堂面试”，并提到“<a href=\"https://laohu8.com/S/09866\">蔚来</a>保供疯了，最近在和苹果等大厂抢人”。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/45/w550h295/20251027/f489-ae0fbd85609f8d3d0e4098cfb5d79b7d.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/332/w550h582/20251027/8e6f-59cd6b88c9ef943fc6eb7c091fc707ac.png\"/><span></span></div>\n<p> 另有截图显示，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>已实行两班倒，并增加班车和夜班班次，以应对生产压力。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/389/w550h639/20251027/9dcf-a08f006d6959254959fc845219fcd7ad.png\"/><span></span></div>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/91/w521h370/20251027/d8d5-fddad5efb5f1cb85230f7140988a2e9e.png\"/><span></span></div>\n<p> 新浪财经向蔚来某区域经理求证，该情况属实，并向新浪财经表示：“从我的角度来看，就是坚持搞纯电，同时用户心智更加成熟，需要大空间高端纯电suv的需求，所以是相向而行的结果。”并透露目前ES8的交付周期约为三个月。笔者也与蔚来门店销售确认，目前新订车辆的交付周期在逐步拉长。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/409/w550h659/20251027/fa43-bfe39f4fa362d6a4d4182cdff8c5519a.png\"/><span></span></div>\n<p> 社交平台有已定蔚来新款ES8的用户反馈显示，交付周期存在小幅调整，“为什么昨天跳了一周，今天又跳了一周，连续减少两周”，也有“减少2-3周”“减少了一周”的回应，也侧面说明蔚来在保供上持续发力，缩短交付周期。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/38/w550h288/20251027/2001-e166842e961296b045d360d7a8024aa2.png\"/><span></span></div>\n<p> 据汽车博主@孙少军09爆料，10月13日至19日的一周蔚来交付量突破1.06万辆。其中，蔚来品牌交付超4000辆，蔚来用两个旗舰SUV带动公司销量进入单周破万，这也是蔚来史上首次实现单周销量破万。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/682/w382h300/20251027/92b1-912bfa7fb26826f49b0f9ecbc2acf8e9.png\"/><span></span></div>\n<p> 蔚来创始人李斌在10月25日的内部讲话Face to Face中表示：“新ES8和乐道L90的畅销标志着进入拐点，源于沉淀技术带来的体验收益和空间装载能力优势，让用户直观感受到极致使用便利。”</p>\n<p> 值得注意的是，蔚来过去十年未实现盈利，而同期<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/09863\">零跑</a>等已实现盈利。高额研发投入、换电体系建设、芯片与系统自研，一度让外界质疑其可持续性。</p>\n<p> ES8交付周期的动态变化，以及前备舱使用率的提升，不仅反映了用户对产品的认可，也揭示了蔚来在高端纯电市场中积累的核心竞争力。李斌所说的“拐点”，在交付端、销量端以及用户体验端均已显现。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/703/w550h153/20251027/5080-3aed0b22357a0b1a9038b2340622b38b.png\"/><span></span></div>\n<p> 从大批招工、倒班到交付压力，蔚来正在以实际数据回应外界关注以及持续亏损的压力。那么，随着交付周期的持续拉长，蔚来能否保持这种销量势头？其下一款车型能否延续这一爆发力，又将对高端纯电市场带来怎样的冲击？</p>\n<font>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</font>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：常福强 </p>\n</div></body></html>","source":"sina","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>蔚来单周交付首破1.06万，ES8交付周期需3个月，目前大批招工抢人、增加夜班和班车，李斌内部讲话称“拐点”</title>\n<style 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新浪财经向蔚来某区域经理求证，该情况属实...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-10-27/doc-infvisyr0574787.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK1119":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","09866":"蔚来-SW","BK4574":"无人驾驶","BITA":"易车","BK4509":"腾讯概念","BK1588":"回港中概股","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4581":"高盛持仓","BK4531":"中概回港概念","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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从大批招工、倒班到交付压力，蔚来正在以实际数据回应外界关注以及持续亏损的压力。那么，随着交付周期的持续拉长，蔚来能否保持这种销量势头？其下一款车型能否延续这一爆发力，又将对高端纯电市场带来怎样的冲击？\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","news_type":1,"symbols_score_info":{"EVS.SI":0.6,"NIO.SI":1.5,"NIO":1.5,"BITA":1.5,"09866":1.5}},"isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492740573922096,"gmtCreate":1761319299722,"gmtModify":1761319302173,"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578915251371542","authorIdStr":"3578915251371542"},"themes":[],"htmlText":"从预估财报的数据来看，Meta概率很大[财迷]","listText":"从预估财报的数据来看，Meta概率很大[财迷]","text":"从预估财报的数据来看，Meta概率很大[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492740573922096","isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491907310486336,"gmtCreate":1761115670257,"gmtModify":1761115672117,"author":{"id":"3578915251371542","authorId":"3578915251371542","name":"天才一一","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578915251371542","authorIdStr":"3578915251371542"},"themes":[],"htmlText":"<a 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