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Mier_Ma
IP属地：四川
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Mier_Ma
Mier_Ma
·
05-13
很多华伪请的狗媒体
奥迪高管"贴脸开大"：小米汽车用消费级芯片？雷军急回应！
5月12日，一场关于“消费级芯片”和“车规级芯片”的争论在汽车圈引爆——奥迪大中华区高管公开质疑小米汽车芯片“非真车规级”，直言其使用消费级芯片却卖高价“不合理”。雷军随即回应“小米芯片通过AEC-Q104测试”，却被反呛“该标准只测‘包装’，不测芯片本身”。 要搞懂这场争论，先得明确“消费级芯片”和“车规级芯片”的核心差异——绝非简单的“合格与否”，而是“能否适应汽车的极端使用场景”。
奥迪高管"贴脸开大"：小米汽车用消费级芯片？雷军急回应！
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Mier_Ma
Mier_Ma
·
05-11
国外有人会买东风小康？
乘联分会报告透露：小米汽车4月零售36702辆，特斯拉中国出口53522辆
IT之家 5 月 11 日消息，乘联分会今日发布 2026 年 4 月份全国乘用车市场分析，4 月全国乘用车市场零售 138.4 万辆，同比下降 21.5%，环比下降 16.0%；今年 1-4 月累计零售 560.4 万辆，同比下降 18.5%。4 月常规燃油乘用车零售 53 万辆，同比下降 37%，环比下降 33%。
乘联分会报告透露：小米汽车4月零售36702辆，特斯拉中国出口53522辆
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Mier_Ma
Mier_Ma
·
05-11
$小米集团-W(01810)$
空头马上要被拉爆了，赶紧上车了，下个礼拜就没机会了
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Mier_Ma
Mier_Ma
·
04-29
不要买股票不要炒股
和讯信息李景峰：大盘跳水两大原因
4月23日，和讯信息李景峰分析，今天市场出现跳水，先说说跳水的原因。创业板出现跳水的原因是建立在两个前提之下：1、昨天收评文章强调，无论是创业板指还是上证指数，都出现了30分钟连续顶背离的现象，指向的事原有预期高。2、此前连续帮助创业板走强的是AI光，驱动力是谷歌云服务大会。昨天谷歌云服务大会昨晚召开，属于利好兑现。
和讯信息李景峰：大盘跳水两大原因
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Mier_Ma
Mier_Ma
·
04-27
明明**法务第一，你们这群砸中黑老实人
小米公司：捏造有关雷军谣言，李某华被行拘10日
4月26日，微博账号@小米公司发言人发文称：近日，我司关注到网络用户李某华在微信群中捏造、散布有关我司及我司创始人雷军先生的谣言。我司报警后，公安机关迅速展开调查，并抓获实际造谣人。目前，李某华已因故意散布谣言、扰乱公共秩序，被依法处以行政拘留十日。我们始终尊重并接受社会各界的建议和监督，但网络不是法外之地。
小米公司：捏造有关雷军谣言，李某华被行拘10日
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Mier_Ma
Mier_Ma
·
04-20
$小米集团-W(01810)$
今日大涨，华威软钢不敢跟进直播，>4点
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Mier_Ma
Mier_Ma
·
03-03
鸿蒙杂牌汇那么多腊鸡类型加起来都不中用，冤大头觉醒了
2月新势力销量集体“失守”3万辆
受“史上最长春节假期”影响，2月新能源车市整体承压，所有造车新势力单月交付均未突破3万辆，2万辆成为头部阵营新分水岭。零跑以28067辆领跑，理想、蔚来、小米紧随其后，销量均在2万辆左右。问界和小鹏则明显掉队，分别跌至2万辆以下和1.5万辆区间。同比来看，蔚来增长57.6%，极氪实现同环比双增，交付23867辆。业内人士指出，春节假期缩短销售周期叠加1月政策透支需求，导致2月市场低迷。随着多地出台以旧换新细则及多款新车即将上市，3月车市有望回暖。
2月新势力销量集体“失守”3万辆
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Mier_Ma
Mier_Ma
·
02-26
春晚都被商业化了，以后再也不看春晚了
从上春晚到进客厅，期待人形机器人下一步
回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。
从上春晚到进客厅，期待人形机器人下一步
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Mier_Ma
Mier_Ma
·
02-24
$泡泡玛特(09992)$
这种腊鸡公司， 早晚倒闭
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Mier_Ma
Mier_Ma
·
02-06
滑伟应该拿着赛力斯 阿维塔 江淮的数据入场[微笑]
小米汽车首登世界销量榜单 目前排名第33位 目标全球前5
快科技2月5日消息，根据乘联会秘书长崔东树公布的数据，2025年全球车企销量榜单迎来新面孔——小米汽车首次上榜，以0.4%的全球份额位列第33位。从榜单数据看，小米汽车2025年全球销量约41万辆，虽与头部车企仍有差距，但作为新势力品牌，第二年便跻身全球前40，已展现出较强的市场渗透力。“全球前5”的目标颇具挑战，当前全球前五车企的份额门槛为5.4%，意味着小米汽车的年销量要达到450万以上才有希望，是目前年销量的10倍以上。
小米汽车首登世界销量榜单 目前排名第33位 目标全球前5
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strong-Bold\">“消费级芯片”和“车规级芯片”的核心差异</font>——<font cms-style=\"font-L strong-Bold\">绝非简单的“合格与否”，而是“能否适应汽车的极端使用场景”</font>。</p>\n<p cms-style=\"font-L\"> | 维度 | 消费级芯片 | 车规级芯片 |</p>\n<p cms-style=\"font-L\"> |------|-------------|-------------|</p>\n<p cms-style=\"font-L\"> | 工作温度 | 0°C ~ 70°C | -40°C ~ 150°C |</p>\n<p cms-style=\"font-L\"> | 使用寿命 | 3~5年 | 15~20年 |</p>\n<p cms-style=\"font-L\"> | 故障率 | 允许较高 | 0缺陷（PPM级） |</p>\n<p cms-style=\"font-L\"> | 认证标准 | 无强制 | AEC-Q系列、ISO 26262 |</p>\n<p cms-style=\"font-L\"> | 供应链 | 消费电子供应链 | 车规级供应链 |<font cms-style=\"font-L strong-Bold\">核心差异</font>：汽车芯片要在极端温度、强烈振动、电磁干扰等恶劣环境下稳定工作15年以上，而消费级芯片只需要保证在办公室或家里稳定用3~5年。</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">奥迪高管的质疑</font></p>\n<p cms-style=\"font-L\"> 奥迪方的具体质疑点：</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">“<a href=\"https://laohu8.com/S/81810\">小米</a>用鸡蛋充数”</font>：指责小米汽车使用消费级芯片却宣称“车规级”</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">“卖高价不合理”</font>：消费级芯片成本更低，但小米汽车售价不低</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">“安全必须第一位”</font>：汽车不是快消品，用户安全必须放在最高优先级</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260513/590/w355h235/20260513/8f75-2f77c04d8ddef03bcfb7b581dde28812.png\"/><span></span></div>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">雷军的回应</font></p>\n<p cms-style=\"font-L\"> 雷军回应称：<font cms-style=\"font-L strong-Bold\">“小米芯片通过AEC-Q104测试”</font>。</p>\n<p cms-style=\"font-L\"> AEC-Q104是什么？</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">AEC-Q系列</font>：汽车电子委员会（Automotive Electronics Council）制定的车规级元器件测试标准</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">AEC-Q104</font>：专门针对<font cms-style=\"font-L strong-Bold\">多芯片模块（MCM）</font>的测试标准<font cms-style=\"font-L strong-Bold\">但奥迪方的反呛是</font>：“AEC-Q104只测‘包装’，不测芯片本身。” 也就是说，这个标准测试的是“多个芯片组成的模块是否可靠”，而不是“每个芯片是否达到车规级”。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20260513/546/w348h198/20260513/e284-6ef8b49018292419f97027bc3bf2d9ad.png\"/><span></span></div>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">谁对谁错？</font></p>\n<p cms-style=\"font-L\"> 这个问题没有简单的答案，因为<font cms-style=\"font-L strong-Bold\">“车规级”本身就是一个灰度很大的概念</font>：</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">支持奥迪方观点：</font></p>\n<p cms-style=\"font-L\"> 真正的车规级芯片，从设计阶段就要按ISO 26262（功能安全）标准来</p>\n<p cms-style=\"font-L\"> 消费级芯片即使通过了AEC-Q测试，也不等于在设计阶段就考虑了功能安全</p>\n<p cms-style=\"font-L\"> 汽车芯片需要“从芯到系统”的全链路车规认证</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">支持小米方观点：</font></p>\n<p cms-style=\"font-L\"> AEC-Q104是正式的车规标准，通过就是车规级</p>\n<p cms-style=\"font-L\"> 消费级芯片在汽车场景的应用，是行业趋势</p>\n<p cms-style=\"font-L\"> “车规级”不应该成为高价理由，消费者有权选择</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">更深层的博弈：传统车企 vs 新势力</font></p>\n<p cms-style=\"font-L\"> 这场争论的背后，是两种汽车理念的碰撞：</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">传统车企（以奥迪为代表）</font>：强调安全冗余、长期可靠性，不轻易妥协</p>\n<p cms-style=\"font-L\"> <font cms-style=\"font-L strong-Bold\">新势力（以小米为代表）</font>：强调迭代速度、用户体验，敢于用新方案<font cms-style=\"font-L strong-Bold\">两种理念都有道理，最终谁来证明自己？时间。</font></p>\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：石秀珍 SF183</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>奥迪高管\"贴脸开大\"：小米汽车用消费级芯片？雷军急回应！</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; }\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奥迪高管\"贴脸开大\"：小米汽车用消费级芯片？雷军急回应！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-13 08:00 北京时间 <a href=https://finance.sina.com.cn/stock/auto/2026-05-13/doc-inhxteis9378289.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：腾讯自选股综合\n 5月12日，一场关于“消费级芯片”和“车规级芯片”的争论在汽车圈引爆——奥迪大中华区高管公开质疑小米汽车芯片“非真车规级”，直言其使用消费级芯片却卖高价“不合理”。雷军随即回应“小米芯片通过AEC-Q104测试”，却被反呛“该标准只测‘包装’，不测芯片本身”。\n 争论焦点：什么是“车规级芯片”？\n 要搞懂这场争论，先得明确“消费级芯片”和“车规级芯片”的核心差异——...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/auto/2026-05-13/doc-inhxteis9378289.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":{"81810":"小米集团-WR","LU1720050803.USD":"安联全方位中国股票基金","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1610":"ETF&股票定投概念","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1575":"同股不同权","BK4116":"互联网服务与基础架构","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD 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Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/auto/2026-05-13/doc-inhxteis9378289.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2635922410","content_text":"来源：腾讯自选股综合\n 5月12日，一场关于“消费级芯片”和“车规级芯片”的争论在汽车圈引爆——奥迪大中华区高管公开质疑小米汽车芯片“非真车规级”，直言其使用消费级芯片却卖高价“不合理”。雷军随即回应“小米芯片通过AEC-Q104测试”，却被反呛“该标准只测‘包装’，不测芯片本身”。\n 争论焦点：什么是“车规级芯片”？\n 要搞懂这场争论，先得明确“消费级芯片”和“车规级芯片”的核心差异——绝非简单的“合格与否”，而是“能否适应汽车的极端使用场景”。\n | 维度 | 消费级芯片 | 车规级芯片 |\n |------|-------------|-------------|\n | 工作温度 | 0°C ~ 70°C | -40°C ~ 150°C |\n | 使用寿命 | 3~5年 | 15~20年 |\n | 故障率 | 允许较高 | 0缺陷（PPM级） |\n | 认证标准 | 无强制 | AEC-Q系列、ISO 26262 |\n | 供应链 | 消费电子供应链 | 车规级供应链 |核心差异：汽车芯片要在极端温度、强烈振动、电磁干扰等恶劣环境下稳定工作15年以上，而消费级芯片只需要保证在办公室或家里稳定用3~5年。\n 奥迪高管的质疑\n 奥迪方的具体质疑点：\n “小米用鸡蛋充数”：指责小米汽车使用消费级芯片却宣称“车规级”\n “卖高价不合理”：消费级芯片成本更低，但小米汽车售价不低\n “安全必须第一位”：汽车不是快消品，用户安全必须放在最高优先级\n\n 雷军的回应\n 雷军回应称：“小米芯片通过AEC-Q104测试”。\n AEC-Q104是什么？\n AEC-Q系列：汽车电子委员会（Automotive Electronics Council）制定的车规级元器件测试标准\n AEC-Q104：专门针对多芯片模块（MCM）的测试标准但奥迪方的反呛是：“AEC-Q104只测‘包装’，不测芯片本身。” 也就是说，这个标准测试的是“多个芯片组成的模块是否可靠”，而不是“每个芯片是否达到车规级”。\n\n 谁对谁错？\n 这个问题没有简单的答案，因为“车规级”本身就是一个灰度很大的概念：\n 支持奥迪方观点：\n 真正的车规级芯片，从设计阶段就要按ISO 26262（功能安全）标准来\n 消费级芯片即使通过了AEC-Q测试，也不等于在设计阶段就考虑了功能安全\n 汽车芯片需要“从芯到系统”的全链路车规认证\n 支持小米方观点：\n AEC-Q104是正式的车规标准，通过就是车规级\n 消费级芯片在汽车场景的应用，是行业趋势\n “车规级”不应该成为高价理由，消费者有权选择\n 更深层的博弈：传统车企 vs 新势力\n 这场争论的背后，是两种汽车理念的碰撞：\n 传统车企（以奥迪为代表）：强调安全冗余、长期可靠性，不轻易妥协\n 新势力（以小米为代表）：强调迭代速度、用户体验，敢于用新方案两种理念都有道理，最终谁来证明自己？时间。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 SF183","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.95,"XIACY":1.95,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562977815777896,"gmtCreate":1778474309197,"gmtModify":1778474311376,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"themes":[],"title":"","htmlText":"国外有人会买东风小康？","listText":"国外有人会买东风小康？","text":"国外有人会买东风小康？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562977815777896","repostId":"2634438479","repostType":2,"repost":{"id":"2634438479","kind":"news","pubTimestamp":1778471964,"share":"https://www.laohu8.com/m/news/2634438479?lang=zh_CN&edition=full","pubTime":"2026-05-11 11:59","market":"hk","language":"zh","title":"乘联分会报告透露：小米汽车4月零售36702辆，特斯拉中国出口53522辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2634438479","media":"IT之家","summary":"IT之家 5 月 11 日消息，乘联分会今日发布 2026 年 4 月份全国乘用车市场分析，4 月全国乘用车市场零售 138.4 万辆，同比下降 21.5%，环比下降 16.0%；今年 1-4 月累计零售 560.4 万辆，同比下降 18.5%。4 月常规燃油乘用车零售 53 万辆，同比下降 37%，环比下降 33%。","content":"<html><body><p>IT之家 5 月 11 日消息，乘联分会今日发布 2026 年 4 月份全国乘用车市场分析，4 月全国乘用车市场零售 138.4 万辆，同比下降 21.5%，环比下降 16.0%；今年 1-4 月累计零售 560.4 万辆，同比下降 18.5%。<strong>4 月全国乘用车市场呈现出“总量承压、结构分化”的复杂特征</strong>。</p><p>4 月新能源乘用车生产达到 120.9 万辆，同比增长 4.7%，环比增长 7.6%。1-4 月累计新能源乘用车生产达到 391.3 万辆，同比下降 4.2%。</p><p>4 月新能源乘用车批发销量达到 122.5 万辆，同比增长 7.5%，环比增长 7.0%；1-4 月新能源乘用车批发销量达到 395.3 万辆，同比下降 1.1%。4 月常规燃油乘用车批发销量达到 89 万辆，同比下降 16%，环比下降 28%。</p><p>4 月新能源乘用车市场零售 84.9 万辆，同比下降 6.8%，环比下降 0.3%；1-4 月新能源乘用车市场零售 275.8 万辆，同比下降 17.2%。4 月常规燃油乘用车零售 53 万辆，同比下降 37%，环比下降 33%。</p><p><strong>4 月新能源车在国内总体乘用车的零售渗透率 61.4%</strong>，较去年同期增长 9.7 个百分点，环比增长 9.6 个百分点。在 4 月国内零售中，自主品牌中的新能源车渗透率 80.1%；豪华车中的新能源车渗透率 26.1%；而主流合资品牌中的新能源车渗透率上升到 14.1%。</p><p>从月度新能源车国内零售份额看，4 月自主品牌新能源车零售份额 65.2%，同比下降 7.2 个百分点；主流合资品牌新能源车份额 4.9%，同比增长 1.7 个百分点；新势力份额 25.6%，<a href=\"https://laohu8.com/S/09863\">零跑汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、蔚来汽车等品牌拉动新势力份额同比增长 5.6 个百分点；<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>份额 3.1%，同比下降 0.1 个点。</p><p>4 月国内新能源乘用车零售突破 2 万辆的企业品牌是：</p><p><a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>汽车（182,025 辆）</p><p><a href=\"https://laohu8.com/S/00175\">吉利汽车</a>（95,585 辆）</p><p><a href=\"https://laohu8.com/S/000625\">长安汽车</a>（64,471 辆）</p><p>零跑汽车（57,162 辆）</p><p><a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车（36,702 辆）</p><p><a href=\"https://laohu8.com/S/09973\">奇瑞汽车</a>（34,768 辆）</p><p><a href=\"https://laohu8.com/S/600104\">上汽</a>通用五菱（34,497 辆）</p><p><a href=\"https://laohu8.com/S/02015\">理想汽车</a>（34,085 辆）</p><p>鸿蒙智行（32,759 辆）</p><p>蔚来汽车（29,312 辆）</p><p>东风汽车（27,056 辆）</p><p><a href=\"https://laohu8.com/S/601238\">广汽</a>埃安（27,042 辆）</p><p>特斯拉中国（25,956 辆）</p><p><a href=\"https://laohu8.com/S/09868\">小鹏汽车</a>（25,005 辆）</p><p><a href=\"https://laohu8.com/S/601633\">长城汽车</a>（22,683 辆）</p><p>上汽乘用车（20,770 辆）</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_20/4CBC34FC769CC59D35B773C528A3ED32362B403E_size783_w1001_h740.png\"/></p><p><strong>4 月新能源乘用车厂商出口 40.6 万辆，同比增长 111.8%</strong>，环比增长 18.3%；1-4 月新能源乘用车厂商出口 130.6 万辆，同比增长 118.7%，4 月常规燃油乘用车出口 36 万辆，同比增长 55%，环比增长 5%。</p><p>IT之家附 4 月厂商新能源出口方面优秀的企业名单：</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>汽车（130,042 辆）</p><p>奇瑞汽车（57,910 辆）</p><p>特斯拉中国（53,522 辆）</p><p>吉利汽车（48,901 辆）</p><p>上汽乘用车（24,262 辆）</p><p>零跑汽车（14,225 辆）</p><p>东风汽车（10,673 辆）</p><p>长安汽车（9,824 辆）</p><p>上汽通用五菱（8,561 辆）</p><p>小鹏汽车（6,006 辆）</p><p>光束汽车（5,571 辆）</p><p><a href=\"https://laohu8.com/S/PSNY\">极星汽车</a>（4,323 辆）</p><p><a href=\"https://laohu8.com/S/02333\">长城汽车</a>（4,094 辆）</p><p>长安马自达（3,615 辆）</p><p>一汽红旗（3,282 辆）</p><p>智马达汽车（2,658 辆）</p><p>沃尔沃<a href=\"https://laohu8.com/S/002540\">亚太</a>（2,590 辆）</p><p><a href=\"https://laohu8.com/S/01958\">北京汽车</a>制造厂（2,339 辆）</p><p><a href=\"https://laohu8.com/S/601127\">赛力斯</a>汽车（湖北）（2,226 辆）</p><p>广汽埃安（2,122 辆）</p><p>一汽奔腾（1,383 辆）</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>乘联分会报告透露：小米汽车4月零售36702辆，特斯拉中国出口53522辆</title>\n<style 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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乘联分会报告透露：小米汽车4月零售36702辆，特斯拉中国出口53522辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 11:59 北京时间 <a href=https://tech.ifeng.com/c/8t2LhyJaqCC><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 5 月 11 日消息，乘联分会今日发布 2026 年 4 月份全国乘用车市场分析，4 月全国乘用车市场零售 138.4 万辆，同比下降 21.5%，环比下降 16.0%；今年 1-4 月累计零售 560.4 万辆，同比下降 18.5%。4 月全国乘用车市场呈现出“总量承压、结构分化”的复杂特征。4 月新能源乘用车生产达到 120.9 万辆，同比增长 4.7%，环比增长 7.6%。1-4 ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8t2LhyJaqCC\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","TSLI":"2倍做多TSLA ETF-ProShares","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLA":"特斯拉","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC","BK4099":"汽车制造商","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4588":"碎股","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) 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15:28","market":"sg","language":"zh","title":"和讯信息李景峰：大盘跳水两大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=2629883965","media":"和讯网","summary":"4月23日，和讯信息李景峰分析，今天市场出现跳水，先说说跳水的原因。创业板出现跳水的原因是建立在两个前提之下：1、昨天收评文章强调，无论是创业板指还是上证指数，都出现了30分钟连续顶背离的现象，指向的事原有预期高。2、此前连续帮助创业板走强的是AI光，驱动力是谷歌云服务大会。昨天谷歌云服务大会昨晚召开，属于利好兑现。","content":"<html><body><p> 4月23日，和讯信息李景峰分析，今天市场出现跳水，先说说跳水的原因。创业板出现跳水的原因是建立在两个前提之下：1、昨天收评文章强调，无论是创业板指还是上证指数，都出现了30分钟连续顶背离的现象，指向的事原有预期高。2、此前连续帮助创业板走强的是AI光，驱动力是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云服务大会。昨天<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云服务大会昨晚召开，属于利好兑现。</p></body></html>","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>和讯信息李景峰：大盘跳水两大原因</title>\n<style 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4月23日，和讯信息李景峰分析，今天市场出现跳水，先说说跳水的原因。创业板出现跳水的原因是建立在两个前提之下：1、昨天收评文章强调，无论是创业板指还是上证指数，都出现了30分钟连续顶背离的现象，指向的事原有预期高。2、此前连续帮助创业板走强的是AI光，驱动力是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云服务大会。昨天<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云服务大会昨晚召开，属于利好兑现。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159967":"创成长","399006":"创业板指","510300":"沪深300ETF华泰柏瑞","510880":"红利ETF华泰柏瑞","512510":"中证500ETF华泰柏瑞","512880":"证券ETF国泰","515890":"红利ETF博时","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","000905.SH":"中证500","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","BK4527":"明星科技股","IE000BZT7R73.USD":"RQI GLOBAL 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11:05","market":"sh","language":"zh","title":"小米公司：捏造有关雷军谣言，李某华被行拘10日","url":"https://stock-news.laohu8.com/highlight/detail?id=2630837713","media":"21世纪经济报道","summary":"4月26日，微博账号@小米公司发言人发文称：近日，我司关注到网络用户李某华在微信群中捏造、散布有关我司及我司创始人雷军先生的谣言。我司报警后，公安机关迅速展开调查，并抓获实际造谣人。目前，李某华已因故意散布谣言、扰乱公共秩序，被依法处以行政拘留十日。我们始终尊重并接受社会各界的建议和监督，但网络不是法外之地。","content":"<div>\n<p>4月26日，微博账号@小米公司发言人发文称： 近日，我司关注到网络用户李某华在微信群中捏造、散布有关我司及我司创始人雷军先生的谣言。我司报警后，公安机关迅速展开调查，并抓获实际造谣人。目前，李某华已因故意散布谣言、扰乱公共秩序，被依法处以行政拘留十日。 我们始终尊重并接受社会各界的建议和监督，但网络不是法外之地。对于散布失实信息、蓄意抹黑小米公司及雷军先生声誉的行为，我们将拿起法律武器，捍卫...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604263719181894.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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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我们始终尊重并接受社会各界的建议和监督，但网络不是法外之地。对于散布失实信息、蓄意抹黑小米公司及雷军先生声誉的行为，我们将拿起法律武器，捍卫...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202604263719181894.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2294711473.HKD":"BNP PARIBAS CHINA EQUITY \"C\" (HKD) ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS \"A2\" (USD) ACC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1575":"同股不同权","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4588":"碎股","BK4116":"互联网服务与基础架构","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0117841782.USD":"JPM GREATER CHINA 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当时刚在休息区停车，雷总正在车里记录上一段的里程和能耗数据，我就坐在后排，现场还有那么多的车友朋友们。我们绝不会放任这样凭空造谣的恶劣行径，那些捏造谣言恶意传播的，可以等着了。 （文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1.95,"XIACY":1.95,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":555469292872680,"gmtCreate":1776647189288,"gmtModify":1776647191487,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 今日大涨，华威软钢不敢跟进直播，>4点","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 今日大涨，华威软钢不敢跟进直播，>4点","text":"$小米集团-W(01810)$ 今日大涨，华威软钢不敢跟进直播，>4点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/555469292872680","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538564632290384,"gmtCreate":1772506467011,"gmtModify":1772507076952,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"themes":[],"title":"","htmlText":"鸿蒙杂牌汇那么多腊鸡类型加起来都不中用，冤大头觉醒了","listText":"鸿蒙杂牌汇那么多腊鸡类型加起来都不中用，冤大头觉醒了","text":"鸿蒙杂牌汇那么多腊鸡类型加起来都不中用，冤大头觉醒了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538564632290384","repostId":"2616930783","repostType":2,"repost":{"id":"2616930783","kind":"news","pubTimestamp":1772498820,"share":"https://www.laohu8.com/m/news/2616930783?lang=zh_CN&edition=full","pubTime":"2026-03-03 08:47","market":"hk","language":"zh","title":"2月新势力销量集体“失守”3万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=2616930783","media":"车质网","summary":"受“史上最长春节假期”影响，2月新能源车市整体承压，所有造车新势力单月交付均未突破3万辆，2万辆成为头部阵营新分水岭。零跑以28067辆领跑，理想、蔚来、小米紧随其后，销量均在2万辆左右。问界和小鹏则明显掉队，分别跌至2万辆以下和1.5万辆区间。同比来看，蔚来增长57.6%，极氪实现同环比双增，交付23867辆。业内人士指出，春节假期缩短销售周期叠加1月政策透支需求，导致2月市场低迷。随着多地出台以旧换新细则及多款新车即将上市，3月车市有望回暖。","content":"<html><body><article><p>受“史上最长春节假期”影响，2月新能源<a href=\"https://laohu8.com/S/01490\">车市</a>整体承压，所有造车新势力单月交付均未突破3万辆，2万辆成为头部阵营新分水岭。</p><p><a href=\"https://laohu8.com/S/09863\">零跑</a>以28067辆领跑，<a href=\"https://laohu8.com/S/LI\">理想</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XIACY\">小米</a>紧随其后，销量均在2万辆左右。问界和小鹏则明显掉队，分别跌至2万辆以下和1.5万辆区间。同比来看，<a href=\"https://laohu8.com/S/09866\">蔚来</a>增长57.6%，<a href=\"https://laohu8.com/S/ZK\">极氪</a>实现同环比双增，交付23867辆。业内人士指出，春节假期缩短销售周期叠加1月政策透支需求，导致2月市场低迷。随着多地出台以旧换新细则及多款新车即将上市，3月车市有望回暖。</p></article></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>2月新势力销量集体“失守”3万辆</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\">\n2月新势力销量集体“失守”3万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-03 08:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303085032a443f75f&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>受“史上最长春节假期”影响，2月新能源车市整体承压，所有造车新势力单月交付均未突破3万辆，2万辆成为头部阵营新分水岭。零跑以28067辆领跑，理想、蔚来、小米紧随其后，销量均在2万辆左右。问界和小鹏则明显掉队，分别跌至2万辆以下和1.5万辆区间。同比来看，蔚来增长57.6%，极氪实现同环比双增，交付23867辆。业内人士指出，春节假期缩短销售周期叠加1月政策透支需求，导致2月市场低迷。随着多地出台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303085032a443f75f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260303085032a443f75f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2616930783","content_text":"受“史上最长春节假期”影响，2月新能源车市整体承压，所有造车新势力单月交付均未突破3万辆，2万辆成为头部阵营新分水岭。零跑以28067辆领跑，理想、蔚来、小米紧随其后，销量均在2万辆左右。问界和小鹏则明显掉队，分别跌至2万辆以下和1.5万辆区间。同比来看，蔚来增长57.6%，极氪实现同环比双增，交付23867辆。业内人士指出，春节假期缩短销售周期叠加1月政策透支需求，导致2月市场低迷。随着多地出台以旧换新细则及多款新车即将上市，3月车市有望回暖。","news_type":1,"symbols_score_info":{"81810":0.6,"09868":0.9,"01810":0.9,"02015":0.9,"HXXD.SI":0.6,"09866":0.9,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536768883033048,"gmtCreate":1772067977449,"gmtModify":1772067980135,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"themes":[],"title":"","htmlText":"春晚都被商业化了，以后再也不看春晚了","listText":"春晚都被商业化了，以后再也不看春晚了","text":"春晚都被商业化了，以后再也不看春晚了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536768883033048","repostId":"2614784837","repostType":2,"repost":{"id":"2614784837","kind":"news","pubTimestamp":1771983480,"share":"https://www.laohu8.com/m/news/2614784837?lang=zh_CN&edition=full","pubTime":"2026-02-25 09:38","market":"hk","language":"zh","title":"从上春晚到进客厅，期待人形机器人下一步","url":"https://stock-news.laohu8.com/highlight/detail?id=2614784837","media":"21世纪经济报道","summary":"回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。","content":"<div>\n<p>（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b\">网页链接</a>\n\n</div>\n","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 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","300024":"机器人","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY 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(HKD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1575":"同股不同权","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225093948a4c4fc90&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614784837","content_text":"（原标题：21评论丨从上春晚到进客厅，期待人形机器人下一步）回顾今年的马年春晚，最受瞩目的毫无疑问是满屏的国产人形机器人。它们不仅在央视及地方春晚舞台上奉献了大规模、高难度的表演，更在我们身边的庙会、商场、餐厅等线下场景广泛应用。在春晚舞台的聚光灯下，数十台机器人整齐划一地完成空翻、侧踢、变阵，甚至与人类演员进行精准的武术对练。这种视觉上的震撼，标志着中国人形机器人在硬件工程、全身运动控制以及多机协同技术上已经达到了世界领先的水平。而随着机器人展现出高度的协调性和灵活性，值得追问的是，那个曾经只存在于科幻电影中的“机器人时代”，是否真的随着这个春天的脚步一同到来了？我们首先应当对春晚展示的成果感到自豪，这意味着人形机器人的技术路线，依然是所有人最能够接受的具身智能发展路径，这点并无问题。但如果我们认为人形机器人产业化已经箭在弦上，那么接下来必须要进一步追问的是，人形机器人的真正价值到底是什么？大家期待的，肯定不只是舞台上的后空翻，而是能够真正走进我们的日常生活之中，在不标准、不规则、不可预测的现实中精准、安全且低成本地完成那些琐碎而繁重的任务。客观来说，春晚舞台是一个高度结构化、预设化的环境。地面的平整度、灯光的亮度、节目的节奏甚至空气的湿度都是可以控制的，机器人的每一组动作也都是基于预设轨迹的精确执行。但真正的功能性需求，其面对的是一个完全“非结构化”的世界。每一个家庭的布局、家具的摆放、成员的行为逻辑，甚至是一顿晚餐的烹饪方式，都没有统一的标准可循。这意味着，人形机器人不能仅仅依靠预设的程序来生存，它必须拥有极强的“泛化能力”和“具身智能”，能够通过视觉和传感器实时理解环境，并根据突发状况做出逻辑判断。当机器人离开光滑的舞台，踏上松软的地毯、避开随手乱丢的玩具、在狭窄的厨房里处理油腻的碗筷时，原本在舞台上显得游刃有余的“大动作”将会面临巨大的考验。这种从“封闭实验室”到“开放社会”的跨越，正是人形机器人当前面临的最高的一道门槛。再从技术的角度来看，真正难的，往往不是大动作，而是精细动作。在春晚舞台上，我们看到了机器人可以翻跟头、踢腿、快跑，这些动作考验的是大功率关节执行器、动态平衡算法以及结构强度，这可以被视为“粗线条”的体育竞技。但在实际应用中，人类对机器人的终极期待是它能像人一样使用工具、感知力度。比如，拿起一只鸡蛋而不捏碎，撕开一包零食而不洒落，或者在杂乱的工具箱里找出一枚特定的螺丝并将其拧入孔位。这些动作涉及极高密度的感知反馈与微小位移控制。人类手指拥有数万个感受器，可以感知纹理、滑移和轻微的抗力，而目前机器人所依赖的触觉传感器和灵巧手技术，在精细度、耐用性与实时反馈上，依然难以“望人项背”。这也是人形机器人在技术上亟待突破和克服的另一道挑战。这需要的是底层材料、精密传感器、大模型算法以及应用场景的深度耦合。目前的“具身智能”虽然借着大语言模型的东风取得了长足进步，让机器人能听懂“帮我拿杯水”这种模糊指令，但如何将感知、逻辑与物理世界的微观操作完美融合，依然处于从实验室迈向半商业化的探索阶段。春晚上的人机表演是“同频共振”的胜利，但生活中的每一个动作都是“独一无二”的挑战。从舞台上的表演性需求到真实生活中的功能性需求，其间横亘着的绝不仅仅是几段代码的优化，而是几道需要硬碰硬、实打实去跨越的关键性门槛。回到最初的问题：人形机器人的春天要来了吗？如果我们把“春天”定义为技术的爆发期与社会认知的觉醒期，那么它确实已经扑面而来。春晚的繁荣景象并非虚火，它确实展示了中国在人形机器人产业链上的完整度与技术迭代的惊人速度。可如果我们把“春天”定义为大规模的商业闭环与社会化应用，那么我们可能还正处于“早春二月”。从这个角度来说，我们今天依然需要给人形机器人的发展，多一点耐心和时间。","news_type":1,"symbols_score_info":{"81810":0.6,"300024":1.61,"00370":1.54,"MIUmain":0.6,"HXXD.SI":0.6,"01810":0.9,"02252":1.57}},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536088791892376,"gmtCreate":1771902024885,"gmtModify":1771902195925,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"Mier_Ma","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4143077530680670","authorIdStr":"4143077530680670"},"themes":[],"title":"","htmlText":"<a 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阿维塔 江淮的数据入场[微笑] ","listText":"滑伟应该拿着赛力斯 阿维塔 江淮的数据入场[微笑] ","text":"滑伟应该拿着赛力斯 阿维塔 江淮的数据入场[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529702503285336","repostId":"2609302226","repostType":2,"repost":{"id":"2609302226","kind":"news","pubTimestamp":1770305359,"share":"https://www.laohu8.com/m/news/2609302226?lang=zh_CN&edition=full","pubTime":"2026-02-05 23:29","market":"hk","language":"zh","title":"小米汽车首登世界销量榜单 目前排名第33位 目标全球前5","url":"https://stock-news.laohu8.com/highlight/detail?id=2609302226","media":"快科技","summary":"快科技2月5日消息，根据乘联会秘书长崔东树公布的数据，2025年全球车企销量榜单迎来新面孔——小米汽车首次上榜，以0.4%的全球份额位列第33位。从榜单数据看，小米汽车2025年全球销量约41万辆，虽与头部车企仍有差距，但作为新势力品牌，第二年便跻身全球前40，已展现出较强的市场渗透力。“全球前5”的目标颇具挑战，当前全球前五车企的份额门槛为5.4%，意味着小米汽车的年销量要达到450万以上才有希望，是目前年销量的10倍以上。","content":"<html><body><article><p>快科技2月5日消息，根据乘联会秘书长崔东树公布的数据，2025年全球车企销量榜单迎来新面孔——<strong><a href=\"https://laohu8.com/S/XIACY\">小米</a>汽车首次上榜，以0.4%的全球份额位列第33位。</strong></p><p>这是其入局汽车行业后交出的首份全球市场答卷，而品牌早已明确未来进入全球前五的目标。</p><p>从榜单数据看，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车2025年全球销量约41万辆，虽与头部车企仍有差距，但作为新势力品牌，第二年便跻身全球前40，已展现出较强的市场渗透力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205233619355d20196xj0dfwl4p\"/><p><a href=\"https://laohu8.com/S/81810\">小米</a>的优势在于强大的产品力和品牌力，加上高颜值和生态协同，精准击中年轻消费群体，上市后多次进入国内新能源车型月销榜前列。</p><p>雷军曾宣布小米汽车的长期奋斗目标：<strong>通过15-20年的努力，成为全球前五的汽车厂商，为中国汽车工业全面崛起而奋斗。</strong></p><p>“全球前5”的目标颇具挑战，当前全球前五车企的份额门槛为5.4%，意味着小米汽车的年销量要达到450万以上才有希望，是目前年销量的10倍以上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260205233632713d2013ecigt4ztt4\"/></article></body></html>","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 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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小米汽车首登世界销量榜单 目前排名第33位 目标全球前5\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 23:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205233634a6d7ce40&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月5日消息，根据乘联会秘书长崔东树公布的数据，2025年全球车企销量榜单迎来新面孔——小米汽车首次上榜，以0.4%的全球份额位列第33位。这是其入局汽车行业后交出的首份全球市场答卷，而品牌早已明确未来进入全球前五的目标。从榜单数据看，小米汽车2025年全球销量约41万辆，虽与头部车企仍有差距，但作为新势力品牌，第二年便跻身全球前40，已展现出较强的市场渗透力。小米的优势在于强大的产品力和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205233634a6d7ce40&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1575":"同股不同权","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205233634a6d7ce40&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609302226","content_text":"快科技2月5日消息，根据乘联会秘书长崔东树公布的数据，2025年全球车企销量榜单迎来新面孔——小米汽车首次上榜，以0.4%的全球份额位列第33位。这是其入局汽车行业后交出的首份全球市场答卷，而品牌早已明确未来进入全球前五的目标。从榜单数据看，小米汽车2025年全球销量约41万辆，虽与头部车企仍有差距，但作为新势力品牌，第二年便跻身全球前40，已展现出较强的市场渗透力。小米的优势在于强大的产品力和品牌力，加上高颜值和生态协同，精准击中年轻消费群体，上市后多次进入国内新能源车型月销榜前列。雷军曾宣布小米汽车的长期奋斗目标：通过15-20年的努力，成为全球前五的汽车厂商，为中国汽车工业全面崛起而奋斗。“全球前5”的目标颇具挑战，当前全球前五车企的份额门槛为5.4%，意味着小米汽车的年销量要达到450万以上才有希望，是目前年销量的10倍以上。","news_type":1,"symbols_score_info":{"81810":0.6,"MIUmain":0.6,"HXXD.SI":0.6,"XIACY":1.88,"01810":1.88}},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}