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Jack_坚决止损

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- Jack_坚决止损Jack_坚决止损
  ·10-29
  $英伟达(NVDA)$ 我最大的矛盾就是，可以舍弃一切转行芯片行业，却不敢往芯片股里投个10万块钱😰。
  323 1
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- Jack_坚决止损Jack_坚决止损
  ·09-30
  $纳斯达克(.IXIC)$ 搁着心电图呢
  163 评论
  1
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- Jack_坚决止损Jack_坚决止损
  ·08-22
  $蔚来(NIO)$ 恭喜蔚来，惊险过关，也恭喜我，持仓转正
  1,452 1
  4
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- Jack_坚决止损Jack_坚决止损
  ·08-19
  $蔚来-SW(09866)$ 最新周销7.2，超过小米理想哦
  1,713 2
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- Jack_坚决止损Jack_坚决止损
  ·08-05
  $理想汽车-W(02015)$ 说明公司迫切需要成功，也说明公司对前景担忧。
  上市不到一周，理想i8改为单一配置，起售价将低于35万元
  i8 不能照搬 L8 的配置和定价策略。
  上市不到一周，理想i8改为单一配置，起售价将低于35万元
  1,907 1
  3
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- Jack_坚决止损Jack_坚决止损
  ·08-01
  $蔚来(NIO)$ 不懂就问，回踩到年线是巧合还是有意的？
  1,536 2
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- Jack_坚决止损Jack_坚决止损
  ·08-01
  $蔚来-SW(09866)$ 垃圾，港股一点独立性都没有
  2,143 3
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- Jack_坚决止损Jack_坚决止损
  ·07-22
  $蔚来(NIO)$ 这种一飞冲天的涨势好几年没见了
  1,651 1
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- Jack_坚决止损Jack_坚决止损
  ·07-22
  $理想汽车-W(02015)$ 理想现在很尴尬，有点像蔚来。如果大肆宣传纯电充电速度，那么增程就很尴尬。如果不宣传，纯电就卖不好。现阶段i8定价太高，肯定不好卖。太低，肯定影响增程销量。
  1,990 2
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- Jack_坚决止损Jack_坚决止损
  ·07-21
  $蔚来(NIO)$ 抖音热度L90周末两天反超i8
  1,449 3
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说明公司迫切需要成功，也说明公司对前景担忧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464300584714504","repostId":"1126781587","repostType":2,"repost":{"id":"1126781587","kind":"news","pubTimestamp":1754367444,"share":"https://www.laohu8.com/m/news/1126781587?lang=&edition=full","pubTime":"2025-08-05 12:17","market":"hk","language":"zh","title":"上市不到一周，理想i8改为单一配置，起售价将低于35万元","url":"https://stock-news.laohu8.com/highlight/detail?id=1126781587","media":"晚点Auto","summary":"i8 不能照搬 L8 的配置和定价策略。","content":"<html><head></head><body><p><em>理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。</em></p><p><em>调整后，</em><strong><em>i8 起售价将低于 35 万元。</em></strong></p><p>上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的是配置划分未能满足核心用户的期待，例如 Pro 版缺失了标志性的冰箱，而 Max 版则没有配备二排娱乐屏。更关键的是，作为一款起售价超过 32 万元的车型，i8 部分版本的核心配置甚至不及定价整体低于 28 万元的 L6，这让 i8 在消费者层面的价值感大打折扣。</p><p>一位知情人士对我们解释了 i8  “回归单一配置” 的原因，他说截至目前，绝大多数 i8 下订用户选择了 Max 和 Ultra 版本，主要原因是新能源增换购用户认为 i8 的 Pro 版本没办法满足自身需求，同时希望理想提供更多的选装灵活性。</p><p> i8 此前的配置与 L8 对齐，并采用 “油电同价” 的定价，但两款车型的核心用户画像并不同。</p><p>纯电用户对比增程用户，是两个群体，他们的需求、决策周期，以及他们对理想品牌的理解和熟悉程度都不一样，这导致他们对 i8 原本设置的三个版本缺乏概念。该人士说，对于目标用户而言，一款售价超过 30 万元的纯电车，“我要的东西不能有缺憾，可要可不要的东西应该给我选择。”</p><p>L8 的用户，大多是从燃油车市场转化而来的增换购群体，他们熟悉并接受传统的多版本配置选择逻辑。相比之下，i8 的目标用户主要是已有新能源车使用经验的纯电用户，这个群体对产品价值的判断标准，尤其是对核心功能标配的期待，与前者存在较大差异。</p><p>纯电车型更多依据电池大小，以及四驱 / 两驱来划分车型版本，而不是通过配置差异划分。</p><p>去年 3 月，理想创始人兼 CEO 李想在 MEGA 遭遇重大挫折后反思，团队把 MEGA 的从 0 到 1 阶段当成从 1 到 10 阶段去经营，错判了商业验证期与高速发展期的区别。“理想 MEGA 和高压纯电，必须经历一个理想 ONE 和增程电动相似的从 0 到 1 阶段，无法像理想 L 系列一上市就能拥有从 1 到 10 的经营势能。”</p><p>这一反思让外界认为，理想将以更务实的姿态面对纯电市场的激烈竞争。但从此次 i8 上市时的配置与定价策略来看，理想团队可能依然低估了纯电市场的复杂性。</p><p>i8 回归单一配置，可以视作这家新势力公司向 “理想 ONE 模式” 的回归——初探市场时，为了尽可能聚拢用户、形成口碑、转化销量，理想坚持将车型配置标配：从 2019 年上市到 2021 年改款，理想 ONE 坚持将所有核心功能一次性给到用户，除车身颜色、轮毂和电动踏板之外的所有配置均为标配。</p><p>当时，理想正是凭借这样的策略，极大地降低了消费者的决策成本，并借助口碑效应迅速在市场站稳脚跟。如今，面对 i8 在开拓市场时遇到的品牌吸引力不足、用户认知不够清晰的问题，理想选择回归其早前经过市场验证的单一配置策略，希望重建消费者对 i8 产品价值的清晰认知。</p></body></html>","source":"lsy1655721875542","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>上市不到一周，理想i8改为单一配置，起售价将低于35万元</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n上市不到一周，理想i8改为单一配置，起售价将低于35万元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-05 12:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA><strong>晚点Auto</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。调整后，i8 起售价将低于 35 万元。上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/274715ae629151b975c7a4121620b811","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"https://mp.weixin.qq.com/s/R-pdELFtAJcjzGSL1-U2XA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126781587","content_text":"理想将调整上市不到一周的 i8 的配置序列，取消 Pro、Max、Ultra 的划分方式，只设一档配置，提供少量选配项，此前被广泛讨论的车载冰箱将标配，整体上回到理想 ONE 的定价思路。调整后，i8 起售价将低于 35 万元。上周二，理想 i8 上市，提供 Pro、Max 和 Ultra 三个版本，定价区间为 32.18 万至 36.98 万元。上市后，其配置与定价策略引发广泛讨论，被说的较多的是配置划分未能满足核心用户的期待，例如 Pro 版缺失了标志性的冰箱，而 Max 版则没有配备二排娱乐屏。更关键的是，作为一款起售价超过 32 万元的车型，i8 部分版本的核心配置甚至不及定价整体低于 28 万元的 L6，这让 i8 在消费者层面的价值感大打折扣。一位知情人士对我们解释了 i8  “回归单一配置” 的原因，他说截至目前，绝大多数 i8 下订用户选择了 Max 和 Ultra 版本，主要原因是新能源增换购用户认为 i8 的 Pro 版本没办法满足自身需求，同时希望理想提供更多的选装灵活性。 i8 此前的配置与 L8 对齐，并采用 “油电同价” 的定价，但两款车型的核心用户画像并不同。纯电用户对比增程用户，是两个群体，他们的需求、决策周期，以及他们对理想品牌的理解和熟悉程度都不一样，这导致他们对 i8 原本设置的三个版本缺乏概念。该人士说，对于目标用户而言，一款售价超过 30 万元的纯电车，“我要的东西不能有缺憾，可要可不要的东西应该给我选择。”L8 的用户，大多是从燃油车市场转化而来的增换购群体，他们熟悉并接受传统的多版本配置选择逻辑。相比之下，i8 的目标用户主要是已有新能源车使用经验的纯电用户，这个群体对产品价值的判断标准，尤其是对核心功能标配的期待，与前者存在较大差异。纯电车型更多依据电池大小，以及四驱 / 两驱来划分车型版本，而不是通过配置差异划分。去年 3 月，理想创始人兼 CEO 李想在 MEGA 遭遇重大挫折后反思，团队把 MEGA 的从 0 到 1 阶段当成从 1 到 10 阶段去经营，错判了商业验证期与高速发展期的区别。“理想 MEGA 和高压纯电，必须经历一个理想 ONE 和增程电动相似的从 0 到 1 阶段，无法像理想 L 系列一上市就能拥有从 1 到 10 的经营势能。”这一反思让外界认为，理想将以更务实的姿态面对纯电市场的激烈竞争。但从此次 i8 上市时的配置与定价策略来看，理想团队可能依然低估了纯电市场的复杂性。i8 回归单一配置，可以视作这家新势力公司向 “理想 ONE 模式” 的回归——初探市场时，为了尽可能聚拢用户、形成口碑、转化销量，理想坚持将车型配置标配：从 2019 年上市到 2021 年改款，理想 ONE 坚持将所有核心功能一次性给到用户，除车身颜色、轮毂和电动踏板之外的所有配置均为标配。当时，理想正是凭借这样的策略，极大地降低了消费者的决策成本，并借助口碑效应迅速在市场站稳脚跟。如今，面对 i8 在开拓市场时遇到的品牌吸引力不足、用户认知不够清晰的问题，理想选择回归其早前经过市场验证的单一配置策略，希望重建消费者对 i8 产品价值的清晰认知。","news_type":1,"symbols_score_info":{"02015":1.1,"LI":1.1}},"isVote":1,"tweetType":1,"viewCount":1907,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":5,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"手握 1000 亿，那你赶紧做空","text":"手握 1000 亿，那你赶紧做空","html":"手握 1000 亿，那你赶紧做空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463066702135408,"gmtCreate":1754058883848,"gmtModify":1754058885132,"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 不懂就问，回踩到年线是巧合还是有意的？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 不懂就问，回踩到年线是巧合还是有意的？","text":"$蔚来(NIO)$ 不懂就问，回踩到年线是巧合还是有意的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/463066702135408","isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3518983480179242","authorId":"3518983480179242","name":"forcec","avatar":"https://static.tigerbbs.com/752def79475c77ddbeaceabf192b8c5d","crmLevel":4,"crmLevelSwitch":0,"idStr":"3518983480179242","authorIdStr":"3518983480179242"},"content":"一切技术指标都是巧合","text":"一切技术指标都是巧合","html":"一切技术指标都是巧合"},{"author":{"id":"3568286636444403","authorId":"3568286636444403","name":"守得云开","avatar":"https://static.tigerbbs.com/da231d0c90868931ae579e3bf2a846e9","crmLevel":5,"crmLevelSwitch":0,"idStr":"3568286636444403","authorIdStr":"3568286636444403"},"content":"要冲击下一波了，下周6块见","text":"要冲击下一波了，下周6块见","html":"要冲击下一波了，下周6块见"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462927924871208,"gmtCreate":1754025568469,"gmtModify":1754026738125,"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 垃圾，港股一点独立性都没有","listText":"<a href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$&nbsp;</a> 垃圾，港股一点独立性都没有","text":"$蔚来-SW(09866)$ 垃圾，港股一点独立性都没有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/462927924871208","isVote":1,"tweetType":1,"viewCount":2143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457517955991377","authorId":"3457517955991377","name":"只买信仰股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3457517955991377","authorIdStr":"3457517955991377"},"content":"[微笑]空了吗","text":"[微笑]空了吗","html":"[微笑]空了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459396322746680,"gmtCreate":1753194270024,"gmtModify":1753194271301,"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这种一飞冲天的涨势好几年没见了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 这种一飞冲天的涨势好几年没见了","text":"$蔚来(NIO)$ 这种一飞冲天的涨势好几年没见了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/459396322746680","isVote":1,"tweetType":1,"viewCount":1651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459211924320520,"gmtCreate":1753149566720,"gmtModify":1753149567868,"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 理想现在很尴尬，有点像蔚来。如果大肆宣传纯电充电速度，那么增程就很尴尬。如果不宣传，纯电就卖不好。现阶段i8定价太高，肯定不好卖。太低，肯定影响增程销量。","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 理想现在很尴尬，有点像蔚来。如果大肆宣传纯电充电速度，那么增程就很尴尬。如果不宣传，纯电就卖不好。现阶段i8定价太高，肯定不好卖。太低，肯定影响增程销量。","text":"$理想汽车-W(02015)$ 理想现在很尴尬，有点像蔚来。如果大肆宣传纯电充电速度，那么增程就很尴尬。如果不宣传，纯电就卖不好。现阶段i8定价太高，肯定不好卖。太低，肯定影响增程销量。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/459211924320520","isVote":1,"tweetType":1,"viewCount":1990,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570785536335171","authorId":"3570785536335171","name":"理想中的生活","avatar":"https://static.tigerbbs.com/65c479a9ad67b62f5e90c49862edbb4c","crmLevel":9,"crmLevelSwitch":1,"idStr":"3570785536335171","authorIdStr":"3570785536335171"},"content":"两条腿走路，多一个选择而已，L系列主要转化油车客户，这些客户对纯电还缺乏一些信任。","text":"两条腿走路，多一个选择而已，L系列主要转化油车客户，这些客户对纯电还缺乏一些信任。","html":"两条腿走路，多一个选择而已，L系列主要转化油车客户，这些客户对纯电还缺乏一些信任。"},{"author":{"id":"4110518878649570","authorId":"4110518878649570","name":"亳州曹孟德","avatar":"https://static.tigerbbs.com/195ba312d003e648e72f40f3b96ae746","crmLevel":7,"crmLevelSwitch":0,"idStr":"4110518878649570","authorIdStr":"4110518878649570"},"content":"北增程南理想 [开心]","text":"北增程南理想 [开心]","html":"北增程南理想 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":458864505111400,"gmtCreate":1753064644036,"gmtModify":1753065839335,"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 抖音热度L90周末两天反超i8","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 抖音热度L90周末两天反超i8","text":"$蔚来(NIO)$ 抖音热度L90周末两天反超i8","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/458864505111400","isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3586913141211806","authorId":"3586913141211806","name":"Jack_坚决止损","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"idStr":"3586913141211806","authorIdStr":"3586913141211806"},"content":"不是，上周后半周反超了","text":"不是，上周后半周反超了","html":"不是，上周后半周反超了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}