土豆灰灰 personal page - To The Moon

土豆灰灰

土豆灰灰

撸起袖子加油干

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2025-09-22

$INTC 20251121 20.0 PUT$

2024-11-26

$曼联(MANU)$ Hahaha

2024-01-09

[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]

2021-05-18

Old news

Sorry, the original content has been removed

2021-04-26

wow

@生财研习社:【熊貓速匯】資金回大陸的另一種快捷方案

2021-08-02

?

XPeng vehicles: 8,040 vehicles were delivered in July, a year-on-year increase of 228%

2022-10-04

omg

Tesla's delivery fell short of expectations, and Wei Xiaoli hurried into the "corner" | Next Generation Vehicle Research Institute

2022-07-08

$戴姆勒汽车(DDAIF)$rebounce

2022-07-02

$戴姆勒汽车(DDAIF)$ gogogo $Mercedes Benz Group AG(DMLRY)$$比亚迪股份(01211)$

2022-04-24

Good one

@期权异动观察:熱門股covered call 量化策略【4月22日】

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[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261172317864088","isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":626752364,"gmtCreate":1674908317860,"gmtModify":1676538965791,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"beauty and love","listText":"beauty and love","text":"beauty and 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href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>","listText":"今天是大年初六，小虎在此祝您六六大順，好運連連！2023年裏，你有什麼新的願望或者新的想法嗎？小虎爲你準備了2023屬於你的關鍵詞，第一眼看見的關鍵詞代表了你的2023！看看你能找到多少個關鍵詞，積累好運，幸運爆棚~【參與方式】在評論區留下你找到的關鍵詞，可以直接在圖上圈出來或者留言評論；僅限橫平豎直，不帶拐彎兒的。~【活動時間】1月27日 - 2月1日【活動獎勵】每找到一個關鍵詞可得10虎幣，最高可得200虎幣；最早找到所有幸運詞的3位用戶可得老虎周邊。<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>","text":"今天是大年初六，小虎在此祝您六六大順，好運連連！2023年裏，你有什麼新的願望或者新的想法嗎？小虎爲你準備了2023屬於你的關鍵詞，第一眼看見的關鍵詞代表了你的2023！看看你能找到多少個關鍵詞，積累好運，幸運爆棚~【參與方式】在評論區留下你找到的關鍵詞，可以直接在圖上圈出來或者留言評論；僅限橫平豎直，不帶拐彎兒的。~【活動時間】1月27日 - 2月1日【活動獎勵】每找到一個關鍵詞可得10虎幣，最高可得200虎幣；最早找到所有幸運詞的3位用戶可得老虎周邊。$老虎證券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/80315bb14de4bb5f062efb8477377f34","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/626473658","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623798976,"gmtCreate":1671658621837,"gmtModify":1676538570632,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"6666","listText":"6666","text":"6666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/623798976","isVote":1,"tweetType":1,"viewCount":3035,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":620480087,"gmtCreate":1669899686851,"gmtModify":1676538265967,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/620480087","repostId":"667338647","repostType":1,"repost":{"id":667338647,"gmtCreate":1668566211016,"gmtModify":1676538077169,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"小虎足球季火熱開啓！參與瓜分價值20萬美元獎勵","htmlText":"四年一度世界盃要來了！接下來的日子，是屬於足球的季節，全世界的目光都將被足球所吸引，一場屬於全世界足球迷們的盛會就要開始啦！看球的同時，別忘了打開你的Tiger Trade App，一起參加專屬於虎友們的小虎足球季活動，有機會瓜分價值最高20萬美元的獎勵！在這裏你可以跟我們一起玩“完美射門”的小遊戲，輕觸按鈕，享受進球的快感。堅持做任務玩遊戲，贏積分去兌換價值最高2000美元的股票代金券。你還可以參與賽事競猜，爲你的支持的球隊吶喊助威。除此之外，每天來參加活動就有機會獲得小虎球星卡，門將，前鋒，後衛...集齊全部11張球星卡就可以組成一支屬於自己的小虎足球隊，贏得更多遊戲積分以及最高10股曼聯股票，成爲豪門球隊的股東！玩法多多，獎勵豐富，等你來發現！小提示：活動期間，每天登錄活動頁面都可以免費獲得一份神祕禮物哦！活動時間：2022年12月29日-2023年1月20日點擊這裏立刻參與活動點擊這裏查看更多規則詳情","listText":"四年一度世界盃要來了！接下來的日子，是屬於足球的季節，全世界的目光都將被足球所吸引，一場屬於全世界足球迷們的盛會就要開始啦！看球的同時，別忘了打開你的Tiger Trade App，一起參加專屬於虎友們的小虎足球季活動，有機會瓜分價值最高20萬美元的獎勵！在這裏你可以跟我們一起玩“完美射門”的小遊戲，輕觸按鈕，享受進球的快感。堅持做任務玩遊戲，贏積分去兌換價值最高2000美元的股票代金券。你還可以參與賽事競猜，爲你的支持的球隊吶喊助威。除此之外，每天來參加活動就有機會獲得小虎球星卡，門將，前鋒，後衛...集齊全部11張球星卡就可以組成一支屬於自己的小虎足球隊，贏得更多遊戲積分以及最高10股曼聯股票，成爲豪門球隊的股東！玩法多多，獎勵豐富，等你來發現！小提示：活動期間，每天登錄活動頁面都可以免費獲得一份神祕禮物哦！活動時間：2022年12月29日-2023年1月20日點擊這裏立刻參與活動點擊這裏查看更多規則詳情","text":"四年一度世界盃要來了！接下來的日子，是屬於足球的季節，全世界的目光都將被足球所吸引，一場屬於全世界足球迷們的盛會就要開始啦！看球的同時，別忘了打開你的Tiger Trade App，一起參加專屬於虎友們的小虎足球季活動，有機會瓜分價值最高20萬美元的獎勵！在這裏你可以跟我們一起玩“完美射門”的小遊戲，輕觸按鈕，享受進球的快感。堅持做任務玩遊戲，贏積分去兌換價值最高2000美元的股票代金券。你還可以參與賽事競猜，爲你的支持的球隊吶喊助威。除此之外，每天來參加活動就有機會獲得小虎球星卡，門將，前鋒，後衛...集齊全部11張球星卡就可以組成一支屬於自己的小虎足球隊，贏得更多遊戲積分以及最高10股曼聯股票，成爲豪門球隊的股東！玩法多多，獎勵豐富，等你來發現！小提示：活動期間，每天登錄活動頁面都可以免費獲得一份神祕禮物哦！活動時間：2022年12月29日-2023年1月20日點擊這裏立刻參與活動點擊這裏查看更多規則詳情","images":[{"img":"https://static.tigerbbs.com/6f0ddb54cc9e55b9b9b59a0c9908bfb5","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ed7fdf5b2bd7479e2a93f94d0d8fd87c","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/2aed2fff168d6e6ccb99349b3f0a0103","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/667338647","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":665246747,"gmtCreate":1667351192694,"gmtModify":1676537902503,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><v-v data-views=\"0\"></v-v> be prepared for&nbsp;another wave&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><v-v data-views=\"0\"></v-v> be prepared for&nbsp;another wave&nbsp;","text":"$苹果(AAPL)$ be prepared for another wave","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665246747","isVote":1,"tweetType":1,"viewCount":2108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9982294600,"gmtCreate":1667182044800,"gmtModify":1676537872484,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"buying dip at.150","listText":"buying dip at.150","text":"buying dip at.150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982294600","repostId":"9982912828","repostType":1,"repost":{"id":9982912828,"gmtCreate":1667083758864,"gmtModify":1676537856784,"author":{"id":"3570703498190284","authorId":"3570703498190284","name":"Mungerism","avatar":"https://community-static.tradeup.com/news/382803d46d93f3488adc8df288c0d222","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570703498190284","authorIdStr":"3570703498190284"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a><v-v data-views=\"1\"></v-v>The tide is beginning to turn for Tencent. It was the biggest recipient of Shanghai/Shenzhen&nbsp;southbound connect. As it it deploy its WeChat ecosystem&nbsp;to diversify&nbsp;into high&nbsp;return consumer internet(with such a tight grip on its user base, it has the best ability to disrupt consumer internet competition )&nbsp;we should see improving performance&nbsp;&nbsp;in 2023&nbsp;","listText":"<a href=\"https://ttm.financial/S/00700\">$TENCENT(00700)$</a><v-v data-views=\"1\"></v-v>The tide is beginning to turn for Tencent. It was the biggest recipient of Shanghai/Shenzhen&nbsp;southbound connect. As it it deploy its WeChat ecosystem&nbsp;to diversify&nbsp;into high&nbsp;return consumer internet(with such a tight grip on its user base, it has the best ability to disrupt consumer internet competition )&nbsp;we should see improving performance&nbsp;&nbsp;in 2023&nbsp;","text":"$TENCENT(00700)$The tide is beginning to turn for Tencent. It was the biggest recipient of Shanghai/Shenzhen southbound connect. As it it deploy its WeChat ecosystem to diversify into high return consumer internet(with such a tight grip on its user base, it has the best ability to disrupt consumer internet competition ) we should see improving performance in 2023","images":[{"img":"https://community-static.tradeup.com/news/6d222100cc10fd392afc94265d2cce62","width":"1125","height":"1984"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9982912828","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980437098,"gmtCreate":1665795027915,"gmtModify":1676537665094,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"political issue is the maim concern","listText":"political issue is the maim concern","text":"political issue is the maim concern","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980437098","repostId":"9980350776","repostType":1,"repost":{"id":9980350776,"gmtCreate":1665661026496,"gmtModify":1676537644440,"author":{"id":"3581734227956830","authorId":"3581734227956830","name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734227956830","authorIdStr":"3581734227956830"},"themes":[],"title":"TSMC: 3Q22 was great, but uncertainty remains","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v> Sir Bahamut attended the TSMC analyst briefing, hoping to look for answers regarding the impact on latest US curb on China and geopolitical risks. But alas, TSMC management have been very vague about the current situation. 3Q22 highlight 1. Revenue growth of 14.9% (in NTD terms), but this was reported earlier as TSMC reports monthly revenue. 2. Strong Gross Margin and Operating Profit Margin of 60.4% and 50.6%, driven by better operation leverage and FX tailwind. 3. N5 ramp up strongly, from 21% revenue contribution to 28% revenue contribution. This is likely to keep growing in 2023, especially with key HPC clients. 4. Capex further trimmed by 10% from previous guidance of 40-44bil","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"1\"></v-v> Sir Bahamut attended the TSMC analyst briefing, hoping to look for answers regarding the impact on latest US curb on China and geopolitical risks. But alas, TSMC management have been very vague about the current situation. 3Q22 highlight 1. Revenue growth of 14.9% (in NTD terms), but this was reported earlier as TSMC reports monthly revenue. 2. Strong Gross Margin and Operating Profit Margin of 60.4% and 50.6%, driven by better operation leverage and FX tailwind. 3. N5 ramp up strongly, from 21% revenue contribution to 28% revenue contribution. This is likely to keep growing in 2023, especially with key HPC clients. 4. Capex further trimmed by 10% from previous guidance of 40-44bil","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Sir Bahamut attended the TSMC analyst briefing, hoping to look for answers regarding the impact on latest US curb on China and geopolitical risks. But alas, TSMC management have been very vague about the current situation. 3Q22 highlight 1. Revenue growth of 14.9% (in NTD terms), but this was reported earlier as TSMC reports monthly revenue. 2. Strong Gross Margin and Operating Profit Margin of 60.4% and 50.6%, driven by better operation leverage and FX tailwind. 3. N5 ramp up strongly, from 21% revenue contribution to 28% revenue contribution. This is likely to keep growing in 2023, especially with key HPC clients. 4. Capex further trimmed by 10% from previous guidance of 40-44bil","images":[],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980350776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912276813,"gmtCreate":1664846008032,"gmtModify":1676537517863,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912276813","repostId":"2272886711","repostType":2,"repost":{"id":"2272886711","kind":"news","pubTimestamp":1664842837,"share":"https://ttm.financial/m/news/2272886711?lang=en_US&edition=fundamental","pubTime":"2022-10-04 08:20","market":"hk","language":"zh","title":"Tesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute","url":"https://stock-news.laohu8.com/highlight/detail?id=2272886711","media":"新浪科技","summary":"周一美股特斯拉收跌8.61%，创近四个月来的最大单日跌幅。两天前，特斯拉公布了2022年第三季度的交付数据，交付量为34.3万辆，低于华尔街预期的约35.8万辆。而在国内则是另一番景象：最近这段时间，造车新势力特别喜欢用“弯道”一词来代称遇到的一些问题，尤其是蔚来和小鹏汽车，李想虽然没有说，但从实际情况来看，理想汽车也在他们所说的“弯道”里。就这一点来看，新造车们所提的“弯道”更贴近实际。","content":"<p><html><body><figure><img h=\"332\" src=\"https://n.sinaimg.cn/finance/transform/162/w630h332/20221004/1551-4b8bbad5ff3c173eb2071e25d4355555.png\" w=\"630\"/><h2></h2></figure></p><p>Text | Hanakijian</p><p>US stocks on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 8.61%, the biggest one-day drop in nearly four months. Two days ago, Tesla announced its delivery data for the third quarter of 2022, with 343,000 deliveries, which was lower than Wall Street's estimate of about 358,000.</p><p>In China, it's a different story: recently, new car-making forces especially like to use the word \"curve\" to refer to some problems encountered, especially<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Although Li Xiang didn't say it, judging from the actual situation,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Also in what they call \"curves\".</p><p>In the past, \"corner\" was a preferred term used by Internet companies, generally referring to \"overtaking in corners\".</p><p>In fact, \"overtaking in corners\" is a bad driving habit, which is not worth advocating, because accidents are prone to occur, and normal traffic management requires slowing down when crossing corners. From this point of view, the \"curves\" mentioned by new car manufacturers are closer to reality.</p><p>In 2020, with<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Starting from successfully obtaining financing from Hefei, the new car-making force has just crossed the line of life and death. In 2021, the annual sales of representatives of the three new car-making forces of Nio, XPeng Motors and Li Auto will almost reach the threshold of 100,000 vehicles. Behind the seemingly prosperity, why did they collectively enter the corner again in 2022?</p><p><strong>Both ends of the corner: no take-off sales, user complaints</strong></p><p>Porsche is the benchmark of the fuel era, the XPeng G9 is the benchmark of this era, and it is also<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars move towards the last generation before driverless cars.</p><p>In 2023, it will achieve monthly sales of more than 10,000 vehicles, surpassing the Audi Q5.</p><p>The G9 is the best SUV within 500k.</p><p>On the evening of September 21, He XPeng, chairman of XPeng Motors, made a bold remark at the launch event of the fourth model, the XPeng G9, but he did not win full house applause. On the contrary, in addition to greeting blessings, he heard more complaints-\"The configuration is complicated and incomprehensible\", \"Since the basic model does not have any intelligent configuration\".</p><p>The next morning, in an interview with the media, he was asked the most questions, which were also related to the doubts of these users. At that time, he patted his chest and said, \"XPeng Automobile can complete SKU optimization within two days.\"</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/a988-ab8ecf7685d3b47701489a8fa9a9ced0.jpg\" w=\"630\"/><h2></h2></figure>After staying up for two consecutive nights, XPeng Motors has indeed completed the optimization of the SKU, which looks less complicated and difficult for users to understand. At the same time, it also relied on \"increasing the quantity without increasing the price\" to quell some doubts.</p><p>This is a very rare scene in the history of Chinese automobiles-a car company modified the SKU and increased the configuration of the vehicle just two days after the flagship model was launched. This scene happened to the new car-making forces, which is both lucky and unfortunate.</p><p>Fortunately, XPeng Motors was able to recognize the problem immediately, then correct it quickly, and won back the goodwill of some users; Unfortunately, as a new car-making force established for eight years, it still makes the same mistakes as before in the so-called flagship models.</p><p>Feats are often a collection of luck and lessons.</p><p>XPeng Motors is not the only one. Before XPeng Motors, Nio and Li Auto had encountered various problems more than once. For example, Nio was questioned about \"lagging behind in sales\", \"weak new products\" and \"big losses\"; As for Li Auto, from the launch of Ideal L9 to the discontinuation of Ideal ONE, and then to the release of Ideal L8, it appeared in just three months, which made many old car owners feel dissatisfied and \"think that they have been cut off.\"</p><p>These voices are even more sharp at a time when the sales of the three leading new car-making forces have not achieved step-by-step growth with the market.</p><p>Data from the China Association of Automobile Manufacturers shows that from January to August 2022, I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile production and sales were 3.97 million and 3.86 million respectively, a year-on-year increase of 1.2 times and 1.1 times respectively.</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/5297-faa2588de38c95e4093caee79ce4a3f5.jpg\" w=\"630\"/><h2></h2></figure><div sax-type=\"proxy\"></div>XPeng vehicles will deliver 90,085 vehicles in the first eight months of 2022, a year-on-year increase of 95.87%. Among them, in July and August this year, the sales of XPeng vehicles continued to decline month-on-month. \"It is almost impossible to achieve the annual sales target of 250,000 vehicles,\" said a XPeng employee.</p><p>From January to August 2022, Li Auto delivered a total of 75,396 new cars, an increase of 66.89% from 45,176 in the same period last year. The most unsatisfactory result is Nio. In the first eight months of 2022, Nio delivered 71,600 new cars, a year-on-year increase of only 28.3%.</p><p>In comparison,<a href=\"https://laohu8.com/S/002594\">BYD</a>During the same period, the sales volume increased by 164.03%. The sum of the deliveries of the three companies is not as good as the sales volume of Tesla Model Y. In the first eight months of this year, the sales volume of this model increased by 248.5%.</p><p>Sales volume is just the most intuitive manifestation. Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that the product layout of new car-making forces is still in the early stage, and it is not a particularly complete pedigree layout. In the process of adjustment, some detours will be taken. \"They need to re-plan and sort out the product system.\" Compared with traditional car companies, new car-making forces do not have sufficient buffers to weather these pains.</p><p>Objectively speaking, Cui Dongshu believes that the current industrial chain of new energy vehicles is still imperfect. Because the new car-making forces are still relatively small in size, their bargaining power on the industrial chain and their ability to support the upstream are relatively weak, which will also lead to new car-making forces are in a relatively passive situation.</p><p>And a person who has worked as a middle-level in many car companies and new car-making forces bluntly said that today's \"curve\" is more like an excuse for new car-making forces to adjust their own rhythm.</p><p>In an interview with Sina Technology, He XPeng bluntly said that XPeng vehicles are still in a corner, and the first generation of new forces are all in a corner. \"Products and technologies are going to enter the next generation, but customers' needs are changing, so how to control the speed in corners and turn too fast is an immediate challenge.\"</p><p><strong>Increasing sales is still the top priority</strong></p><p>Sales volume is a symbol of entering a corner, and it is also a symbol of driving out of a corner.</p><p>On August 26, the chengdu auto show opened. Qin Lihong, co-founder and president of Nio, said that in the past year, despite the rapid growth of the terminal market, Nio failed to catch up with the dividends. In 2022, Nio will deliver three new cars and deploy popular brands. Just like on the racing track, Nio takes the lead in entering the corner, and product replacement is the first big corner. The speed will be adjusted in the corner, and the speed will go up again after exiting the corner. Now Nio is about to exit the corner.</p><p><figure><img h=\"380\" src=\"https://n.sinaimg.cn/finance/transform/210/w630h380/20221004/c8c7-8466e0f655c1e395375105c7e83dc2d8.jpg\" w=\"630\"/><h2></h2></figure>Correspondingly, Nio's delivery volume in August 2022 reached 10,677 vehicles, which is the second best monthly delivery result in history, and it has returned to the top three new car-making forces on the list.</p><p>Nio's deliveries in the first eight months were less than half of its full-year target of 150,000 vehicles. \"In the last four months, Nio will sprint all out, and there will be a big breakthrough in sales,\" said a Nio employee. After the ET7, Nio's other two new models, ES7 and ET5, successively entered large-scale deliveries in the fourth quarter of this year. However, there are still great challenges for Nio to achieve its goal.</p><p>Sales volume is also the primary goal of the other two new leading car-making forces. Especially for XPeng Motors, the aforementioned XPeng employee interviewed talked about XPeng Motors' hesitation on the G9. \"The P5, which is positioned as a mass model, fails to meet expectations. If the G9 is not good, then XPeng Motors will easily enter a stage where products are out of line, so there is a lot of pressure on pricing.\" He said.</p><p>Even, in order to gain an advantage over other rivals in the G9, XPeng Motor has reduced the cost of batteries.<a href=\"https://laohu8.com/S/300750\">Ningde era</a>No longer XPeng's first choice, but turned to<a href=\"https://laohu8.com/S/03931\">Zhongxin Aviation</a>Second-tier power battery manufacturers have compressed the maximum battery life to 702km.</p><p>\"While the price of this car still needs to be raised, it also needs to be increased in volume,\" said the XPeng employee. He XPeng also has a high goal for the G9. \"Monthly sales will exceed 10,000 vehicles in 2023, surpassing the Audi Q5.\" This is the standard he put forward at the launch ceremony of the G9.</p><p>Li Auto has advanced the release time of the Ideal L8 by more than a month-from the \"November launch and delivery\" announced on September 1 to the launch on September 30, which is only more than a week after the launch of the XPeng G9, which means opening up the posture to grab potential users.</p><p>In June 2020, He XPeng, Li Bin and Li Xiang met, and then He XPeng posted a photo of the three in his circle of friends, with the caption \"Three hard workers, remembering their hardships and thinking about change.\"</p><p>From then on until the beginning of 2021, it has been a sweet period for the three leading new car-making forces. Whether it is user reputation or in the capital market, it is relatively smooth.</p><p>Now that I am in a corner, I have finally entered a cycle of \"thinking about change\". Whether it's Li Xiang, who is controversial on the Internet, He XPeng, who supports XPeng Motors with real money, or Li Bin, who is exploring the European market with executives, they all have their own feelings.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>","source":"sina_tech","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>Tesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-10-04 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><figure><img h=\"332\" src=\"https://n.sinaimg.cn/finance/transform/162/w630h332/20221004/1551-4b8bbad5ff3c173eb2071e25d4355555.png\" w=\"630\"/><h2></h2></figure></p><p>Text | Hanakijian</p><p>US stocks on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 8.61%, the biggest one-day drop in nearly four months. Two days ago, Tesla announced its delivery data for the third quarter of 2022, with 343,000 deliveries, which was lower than Wall Street's estimate of about 358,000.</p><p>In China, it's a different story: recently, new car-making forces especially like to use the word \"curve\" to refer to some problems encountered, especially<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Although Li Xiang didn't say it, judging from the actual situation,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Also in what they call \"curves\".</p><p>In the past, \"corner\" was a preferred term used by Internet companies, generally referring to \"overtaking in corners\".</p><p>In fact, \"overtaking in corners\" is a bad driving habit, which is not worth advocating, because accidents are prone to occur, and normal traffic management requires slowing down when crossing corners. From this point of view, the \"curves\" mentioned by new car manufacturers are closer to reality.</p><p>In 2020, with<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Starting from successfully obtaining financing from Hefei, the new car-making force has just crossed the line of life and death. In 2021, the annual sales of representatives of the three new car-making forces of Nio, XPeng Motors and Li Auto will almost reach the threshold of 100,000 vehicles. Behind the seemingly prosperity, why did they collectively enter the corner again in 2022?</p><p><strong>Both ends of the corner: no take-off sales, user complaints</strong></p><p>Porsche is the benchmark of the fuel era, the XPeng G9 is the benchmark of this era, and it is also<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars move towards the last generation before driverless cars.</p><p>In 2023, it will achieve monthly sales of more than 10,000 vehicles, surpassing the Audi Q5.</p><p>The G9 is the best SUV within 500k.</p><p>On the evening of September 21, He XPeng, chairman of XPeng Motors, made a bold remark at the launch event of the fourth model, the XPeng G9, but he did not win full house applause. On the contrary, in addition to greeting blessings, he heard more complaints-\"The configuration is complicated and incomprehensible\", \"Since the basic model does not have any intelligent configuration\".</p><p>The next morning, in an interview with the media, he was asked the most questions, which were also related to the doubts of these users. At that time, he patted his chest and said, \"XPeng Automobile can complete SKU optimization within two days.\"</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/a988-ab8ecf7685d3b47701489a8fa9a9ced0.jpg\" w=\"630\"/><h2></h2></figure>After staying up for two consecutive nights, XPeng Motors has indeed completed the optimization of the SKU, which looks less complicated and difficult for users to understand. At the same time, it also relied on \"increasing the quantity without increasing the price\" to quell some doubts.</p><p>This is a very rare scene in the history of Chinese automobiles-a car company modified the SKU and increased the configuration of the vehicle just two days after the flagship model was launched. This scene happened to the new car-making forces, which is both lucky and unfortunate.</p><p>Fortunately, XPeng Motors was able to recognize the problem immediately, then correct it quickly, and won back the goodwill of some users; Unfortunately, as a new car-making force established for eight years, it still makes the same mistakes as before in the so-called flagship models.</p><p>Feats are often a collection of luck and lessons.</p><p>XPeng Motors is not the only one. Before XPeng Motors, Nio and Li Auto had encountered various problems more than once. For example, Nio was questioned about \"lagging behind in sales\", \"weak new products\" and \"big losses\"; As for Li Auto, from the launch of Ideal L9 to the discontinuation of Ideal ONE, and then to the release of Ideal L8, it appeared in just three months, which made many old car owners feel dissatisfied and \"think that they have been cut off.\"</p><p>These voices are even more sharp at a time when the sales of the three leading new car-making forces have not achieved step-by-step growth with the market.</p><p>Data from the China Association of Automobile Manufacturers shows that from January to August 2022, I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile production and sales were 3.97 million and 3.86 million respectively, a year-on-year increase of 1.2 times and 1.1 times respectively.</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/5297-faa2588de38c95e4093caee79ce4a3f5.jpg\" w=\"630\"/><h2></h2></figure><div sax-type=\"proxy\"></div>XPeng vehicles will deliver 90,085 vehicles in the first eight months of 2022, a year-on-year increase of 95.87%. Among them, in July and August this year, the sales of XPeng vehicles continued to decline month-on-month. \"It is almost impossible to achieve the annual sales target of 250,000 vehicles,\" said a XPeng employee.</p><p>From January to August 2022, Li Auto delivered a total of 75,396 new cars, an increase of 66.89% from 45,176 in the same period last year. The most unsatisfactory result is Nio. In the first eight months of 2022, Nio delivered 71,600 new cars, a year-on-year increase of only 28.3%.</p><p>In comparison,<a href=\"https://laohu8.com/S/002594\">BYD</a>During the same period, the sales volume increased by 164.03%. The sum of the deliveries of the three companies is not as good as the sales volume of Tesla Model Y. In the first eight months of this year, the sales volume of this model increased by 248.5%.</p><p>Sales volume is just the most intuitive manifestation. Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that the product layout of new car-making forces is still in the early stage, and it is not a particularly complete pedigree layout. In the process of adjustment, some detours will be taken. \"They need to re-plan and sort out the product system.\" Compared with traditional car companies, new car-making forces do not have sufficient buffers to weather these pains.</p><p>Objectively speaking, Cui Dongshu believes that the current industrial chain of new energy vehicles is still imperfect. Because the new car-making forces are still relatively small in size, their bargaining power on the industrial chain and their ability to support the upstream are relatively weak, which will also lead to new car-making forces are in a relatively passive situation.</p><p>And a person who has worked as a middle-level in many car companies and new car-making forces bluntly said that today's \"curve\" is more like an excuse for new car-making forces to adjust their own rhythm.</p><p>In an interview with Sina Technology, He XPeng bluntly said that XPeng vehicles are still in a corner, and the first generation of new forces are all in a corner. \"Products and technologies are going to enter the next generation, but customers' needs are changing, so how to control the speed in corners and turn too fast is an immediate challenge.\"</p><p><strong>Increasing sales is still the top priority</strong></p><p>Sales volume is a symbol of entering a corner, and it is also a symbol of driving out of a corner.</p><p>On August 26, the chengdu auto show opened. Qin Lihong, co-founder and president of Nio, said that in the past year, despite the rapid growth of the terminal market, Nio failed to catch up with the dividends. In 2022, Nio will deliver three new cars and deploy popular brands. Just like on the racing track, Nio takes the lead in entering the corner, and product replacement is the first big corner. The speed will be adjusted in the corner, and the speed will go up again after exiting the corner. Now Nio is about to exit the corner.</p><p><figure><img h=\"380\" src=\"https://n.sinaimg.cn/finance/transform/210/w630h380/20221004/c8c7-8466e0f655c1e395375105c7e83dc2d8.jpg\" w=\"630\"/><h2></h2></figure>Correspondingly, Nio's delivery volume in August 2022 reached 10,677 vehicles, which is the second best monthly delivery result in history, and it has returned to the top three new car-making forces on the list.</p><p>Nio's deliveries in the first eight months were less than half of its full-year target of 150,000 vehicles. \"In the last four months, Nio will sprint all out, and there will be a big breakthrough in sales,\" said a Nio employee. After the ET7, Nio's other two new models, ES7 and ET5, successively entered large-scale deliveries in the fourth quarter of this year. However, there are still great challenges for Nio to achieve its goal.</p><p>Sales volume is also the primary goal of the other two new leading car-making forces. Especially for XPeng Motors, the aforementioned XPeng employee interviewed talked about XPeng Motors' hesitation on the G9. \"The P5, which is positioned as a mass model, fails to meet expectations. If the G9 is not good, then XPeng Motors will easily enter a stage where products are out of line, so there is a lot of pressure on pricing.\" He said.</p><p>Even, in order to gain an advantage over other rivals in the G9, XPeng Motor has reduced the cost of batteries.<a href=\"https://laohu8.com/S/300750\">Ningde era</a>No longer XPeng's first choice, but turned to<a href=\"https://laohu8.com/S/03931\">Zhongxin Aviation</a>Second-tier power battery manufacturers have compressed the maximum battery life to 702km.</p><p>\"While the price of this car still needs to be raised, it also needs to be increased in volume,\" said the XPeng employee. He XPeng also has a high goal for the G9. \"Monthly sales will exceed 10,000 vehicles in 2023, surpassing the Audi Q5.\" This is the standard he put forward at the launch ceremony of the G9.</p><p>Li Auto has advanced the release time of the Ideal L8 by more than a month-from the \"November launch and delivery\" announced on September 1 to the launch on September 30, which is only more than a week after the launch of the XPeng G9, which means opening up the posture to grab potential users.</p><p>In June 2020, He XPeng, Li Bin and Li Xiang met, and then He XPeng posted a photo of the three in his circle of friends, with the caption \"Three hard workers, remembering their hardships and thinking about change.\"</p><p>From then on until the beginning of 2021, it has been a sweet period for the three leading new car-making forces. Whether it is user reputation or in the capital market, it is relatively smooth.</p><p>Now that I am in a corner, I have finally entered a cycle of \"thinking about change\". Whether it's Li Xiang, who is controversial on the Internet, He XPeng, who supports XPeng Motors with real money, or Li Bin, who is exploring the European market with executives, they all have their own feelings.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-10-04/detail-imqmmtha9723799.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221004/9009-37efc519440f70a817100103cfa22cd1.png/w120h90l50t1ebc.jpg","relate_stocks":{"BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4574":"无人驾驶","BK4555":"新能源车","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股"},"source_url":"https://tech.sina.cn/it/2022-10-04/detail-imqmmtha9723799.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272886711","content_text":"文 ｜ 花子健\n周一美股特斯拉收跌8.61%，创近四个月来的最大单日跌幅。两天前，特斯拉公布了2022年第三季度的交付数据，交付量为34.3万辆，低于华尔街预期的约35.8万辆。\n而在国内则是另一番景象：最近这段时间，造车新势力特别喜欢用“弯道”一词来代称遇到的一些问题，尤其是蔚来和小鹏汽车，李想虽然没有说，但从实际情况来看，理想汽车也在他们所说的“弯道”里。\n以前，“弯道”是互联网公司更爱用的术语，一般都是说“弯道超车”。\n实际上，“弯道超车”是一个不好的驾驶习惯，是不值得提倡的，因为容易发生事故，正常的交通管理都是要求过弯道要减速慢行。就这一点来看，新造车们所提的“弯道”更贴近实际。\n2020年，以蔚来成功获得合肥的融资为起点，新造车势力刚刚穿过了生死线。在2021年，蔚来、小鹏汽车和理想汽车三家造车新势力的代表，年销量几乎触及10万辆的门槛。看起来一片繁荣的背后，他们为何在2022年，又集体进入了弯道？\n弯道的两端：没有起飞的销量、用户抱怨\n保时捷是燃油时代的标杆，小鹏G9是这个时代的标杆，也是智能汽车迈向无人驾驶汽车前的最后一代。\n2023年实现月销过万辆，超越奥迪Q5。\nG9是50万以内最好的SUV。\n9月21日的晚上，小鹏汽车董事长何小鹏在第四款车型小鹏G9的上市活动上一番豪言壮语，却没有博得满堂喝彩。相反，除了寒暄式祝福之外，他听到了更多吐槽的声音——“配置复杂，看不懂”、“基本款既然没有一点智能配置”。\n第二天早上，在接受媒体采访时，他被问到最多的问题，也和这些用户的质疑有关系。当时，他拍着胸脯说，“小鹏汽车可以在两天内完成SKU的优化。”\n\n\n\n\n在连续熬了两个晚上后，小鹏汽车的确完成了SKU的优化，看起来不那么复杂，让用户难以理解。同时，还靠着“加量不加价”平息了一些质疑的声音。\n这是中国汽车历史上很罕见的一幕——一家车企在旗舰车型刚上市两天后，就对SKU做了修改，还增加了车辆的配置。这一幕发生在造车新势力身上，既是幸运，也是不幸。\n幸运的是，小鹏汽车能够立刻认识到问题，然后很快就能改正，并且赢回了一些用户的好感；不幸的是，作为一家成立八年的造车新势力，在所谓的旗舰车型上，仍旧犯之前出现的错误。\n壮举，往往是运气和教训的集合体。\n小鹏汽车不是唯一的一家。在小鹏汽车之前，蔚来、理想汽车已经不止一次遇到各种问题，比如蔚来被质疑“销量掉队”、“新产品乏力”、“亏损大”；而理想汽车，从理想L9上市到理想ONE的停产，再到理想L8的发布，短短三个月时间里出现，让很多老车主感到不满，“认为自己被割了韭菜”。\n这些声音，在三家头部造车新势力的销量没有随着大市实现阶梯式增长的当下，更显尖锐。\n中国汽车工业协会数据显示，2022年1-8月，我国新能源汽车产销分别完成397万辆和386万辆，同比分别增长1.2倍和1.1倍。\n\n\n\n\n小鹏汽车在2022年前8个月交付量为90085辆，同比增幅为95.87%。其中在今年7月和8月，小鹏汽车的销量连续环比下滑。“完成25万辆年销量的目标几无可能。”一位小鹏汽车的员工表示。\n2022年1-8月，理想汽车累计新车交付75396辆，比去年同期的45176辆增长了66.89%。成绩最不如意的是蔚来，2022年前8个月，蔚来交付新车7.16万辆，同比增长仅28.3%。\n对比来看，比亚迪的同期销量增幅达到164.03%。而三家的交付量之和，还不如特斯拉Model Y一款车型的销量，今年前八个月，这款车型的销量增幅达到248.5%。\n销量只是一个最直观的体现。全国乘用车市场信息联席会秘书长崔东树认为，造车新势力的产品布局还处于前期，并不是特别完整的谱系型布局，在调整的过程中就会走一些弯路，“他们需要重新规划、梳理产品体系。”与传统车企相比，造车新势力还没有充足的缓冲来度过这些阵痛。\n就客观来说，崔东树认为，目前新能源汽车的产业链仍然不完善，新造车势力因为体量还比较小，所以对产业链的议价能力和对上游的保障能力比较弱，所以也会导致造车新势力处于比较被动的情况。\n而一位曾经在多家车企，也在造车新势力做过中层的人士则直言，如今的“弯道”更像是造车新势力给自己的节奏调整找的借口。\n在接受新浪科技采访时，何小鹏直言小鹏汽车仍处于弯道之中，且新势力的第一代都是处于弯道之中。“产品和技术要进入下一代，但客户的需求在变化，所以如何能够在弯道上控制好速度，又能够把弯过快，就是一个当下的挑战。”\n提升销量，仍是第一要务\n销量是进入弯道的标志，同样也是驶出弯道的象征。\n8月26日，成都车展开幕，蔚来联合创始人、总裁秦力洪表示，过去一年，在终端市场增长快速的情况下，蔚来没有赶上红利。2022年蔚来交付三款新车，并布局大众化品牌，就好像在赛车道上，蔚来率先进入弯道，产品换代就是第一个大弯道。在弯道中速度会调整，出了弯道后速度会重新上去，现在蔚来快驶出弯道了。\n\n\n\n\n与此对应的是，蔚来在2022年8月的交付量达到了10677辆，是历史第二好的月度交付成绩，在榜单上重回造车新势力前三。\n蔚来前8个月的交付量不足全年15万辆目标的一半。“最后4个月，蔚来会全力冲刺，销量会有个很大的突破。”一位蔚来员工谈到。在ET7之后，蔚来的另外两款新车型ES7和ET5陆续在今年第四季度进入大规模交付。不过，蔚来想要达成目标，仍有很大的挑战。\n销量也是另外两家头部造车新势力的首要目标。特别是小鹏汽车，前述接受采访的小鹏员工谈及了小鹏汽车在G9上的犹豫不决，“被定位于走量车型的P5，达不到预期，如果G9还不行，那么小鹏汽车就容易进入一个产品青黄不接的阶段，所以定价的压力很大。”他说。\n甚至，小鹏汽车为了在G9上赢得对其他对手的优势，从而在电池上进行了成本压缩。宁德时代不再是小鹏的首选，而是转向了中创新航等二线动力电池厂商，将最高的续航能力压缩到702km。\n“这款车还是要提价的同时，更要走量。”该小鹏汽车员工说。何小鹏对G9的目标也很高，“2023年月销过万辆，超越奥迪Q5。”这是他在G9的上市仪式提出的标准。\n理想汽车则把理想L8的发布时间提前了1个多月——从9月1日公布的“11月上市即交付”提前到了9月30日上市，距离小鹏G9的上市仅仅间隔了一周多的时间，颇有拉开架势抢潜在用户的意思。\n2020年6月，何小鹏、李斌和李想三人见了一面，随后何小鹏在自己的朋友圈发了一张三人的合照，配文是“三个苦逼，在忆苦思变。”\n从那之后一直到2021年初，对于三家头部造车新势力来说，都是一段甜蜜期，不管是用户口碑，还是在资本市场，都比较顺利。\n如今身处弯道，终于又进入了一个“思变”的轮回。不管是在网上备受争议的李想，还是真金白银支持小鹏汽车的何小鹏，还是带着高管在开拓欧洲市场的李斌，个中滋味他们都已经是各自感受了。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919174372,"gmtCreate":1663765304297,"gmtModify":1676537331695,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$</a><v-v data-views=\"0\"></v-v>","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919174372","isVote":1,"tweetType":1,"viewCount":1566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9998327268,"gmtCreate":1660950501156,"gmtModify":1676536426956,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"Grab <a href=\"https://ttm.financial/U/1436866998000\">@Ryan_Z0528</a>","listText":"Grab <a href=\"https://ttm.financial/U/1436866998000\">@Ryan_Z0528</a>","text":"Grab @Ryan_Z0528","images":[{"img":"https://community-static.tradeup.com/news/d4350e3612e8b9155040cf3bd54f6f12"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998327268","repostId":"9998023026","repostType":1,"repost":{"id":9998023026,"gmtCreate":1660902033878,"gmtModify":1676536421030,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"[Game] Can you guess the stock symbol in 3 seconds？","htmlText":"\n \n \n  [Game] Can you guess the stock symbol in 3 seconds？Think you're a whizz on the stock market? This quick-fire quiz features 20 famous stocks. Let's see how many you guess correctly!📢How to participate?Take a screenshot of the video above, and guess which company it belongs to? Feel free to post it in the comment section below!There are tons of coins waiting for you!🎁Event Prizes Tigers will be given 10 Tiger coins for every [correct answer + corresponding screenshot] (maximum limit 200 Tiger Coins ) Repost and tag your friends in the comment section, and you will be given 10 Tiger coins.(maximum limit 100 Tiger Coins ) The first and last Tiger who posts all the correct answers to our quizzes will be rewarded 1000 coins. ⏰Event Duration19th, August- 26th, August📖Notes A Tiger who posts the s\n \n","listText":"[Game] Can you guess the stock symbol in 3 seconds？Think you're a whizz on the stock market? This quick-fire quiz features 20 famous stocks. Let's see how many you guess correctly!📢How to participate?Take a screenshot of the video above, and guess which company it belongs to? Feel free to post it in the comment section below!There are tons of coins waiting for you!🎁Event Prizes Tigers will be given 10 Tiger coins for every [correct answer + corresponding screenshot] (maximum limit 200 Tiger Coins ) Repost and tag your friends in the comment section, and you will be given 10 Tiger coins.(maximum limit 100 Tiger Coins ) The first and last Tiger who posts all the correct answers to our quizzes will be rewarded 1000 coins. ⏰Event Duration19th, August- 26th, August📖Notes A Tiger who posts the s","text":"[Game] Can you guess the stock symbol in 3 seconds？Think you're a whizz on the stock market? This quick-fire quiz features 20 famous stocks. Let's see how many you guess correctly!📢How to participate?Take a screenshot of the video above, and guess which company it belongs to? Feel free to post it in the comment section below!There are tons of coins waiting for you!🎁Event Prizes Tigers will be given 10 Tiger coins for every [correct answer + corresponding screenshot] (maximum limit 200 Tiger Coins ) Repost and tag your friends in the comment section, and you will be given 10 Tiger coins.(maximum limit 100 Tiger Coins ) The first and last Tiger who posts all the correct answers to our quizzes will be rewarded 1000 coins. ⏰Event Duration19th, August- 26th, August📖Notes A Tiger who posts the s","images":[{"img":"https://community-static.tradeup.com/news/556c44bc874c2848b7750ce2e20914d8","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9998023026","isVote":1,"tweetType":2,"object":{"id":"5aec65ab7b9740b181cd416815636751","tweetId":"9998023026","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/aa569ff3387702304838152656/v.f30.mp4","poster":"https://community-static.tradeup.com/news/556c44bc874c2848b7750ce2e20914d8"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9990941403,"gmtCreate":1660277449605,"gmtModify":1676533443008,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$</a><v-v data-views=\"1\"></v-v>upupup","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$</a><v-v data-views=\"1\"></v-v>upupup","text":"$哔哩哔哩(BILI)$upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9990941403","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9900061109,"gmtCreate":1658619733401,"gmtModify":1676536181677,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3553658931361428\">@yaozong7</a>:没错//<a href=\"https://laohu8.com/U/3553658931361428\">@yaozong7</a>:Google will be the best of the Ad tech. It has more revenue streams. But for big tech, MSFT is probably the safest in a recession, with its Azure cloud going strong last quarter.","listText":"Replying to <a href=\"https://laohu8.com/U/3553658931361428\">@yaozong7</a>:没错//<a href=\"https://laohu8.com/U/3553658931361428\">@yaozong7</a>:Google will be the best of the Ad tech. It has more revenue streams. But for big tech, MSFT is probably the safest in a recession, with its Azure cloud going strong last quarter.","text":"Replying to @yaozong7:没错//@yaozong7:Google will be the best of the Ad tech. It has more revenue streams. But for big tech, MSFT is probably the safest in a recession, with its Azure cloud going strong last quarter.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900061109","repostId":"9077138980","repostType":1,"repost":{"id":9077138980,"gmtCreate":1658464567578,"gmtModify":1676536163915,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Snap Plunged - Bleak Future? Next Week Caution!","htmlText":"U.S. social media giant <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> released its second-quarter results after the U.S. stock market closed on July 21.Snap's 2Q&nbsp;revenue fell sharply short of market expectations due to a drag on its advertising business, and announced a slowdown in hiring and a share buyback.The company's shares plunged more than 26%&nbsp;after the bell following the earnings release.<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> shares have fallen nearly 2/3 so far this year. In May, Snap said it would not meet the 2Q guidance it set last month, causing its shares to plunge 43%.1.&nbsp;Q2 2022 Financial Summary•Revenue:&nbsp;$1,111 million, missed the analysts expectations of $1,114 million•Net loss:&nbsp;$422 mill","listText":"U.S. social media giant <a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> released its second-quarter results after the U.S. stock market closed on July 21.Snap's 2Q&nbsp;revenue fell sharply short of market expectations due to a drag on its advertising business, and announced a slowdown in hiring and a share buyback.The company's shares plunged more than 26%&nbsp;after the bell following the earnings release.<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> shares have fallen nearly 2/3 so far this year. In May, Snap said it would not meet the 2Q guidance it set last month, causing its shares to plunge 43%.1.&nbsp;Q2 2022 Financial Summary•Revenue:&nbsp;$1,111 million, missed the analysts expectations of $1,114 million•Net loss:&nbsp;$422 mill","text":"U.S. social media giant $Snap Inc(SNAP)$ released its second-quarter results after the U.S. stock market closed on July 21.Snap's 2Q revenue fell sharply short of market expectations due to a drag on its advertising business, and announced a slowdown in hiring and a share buyback.The company's shares plunged more than 26% after the bell following the earnings release.$Snap Inc(SNAP)$ shares have fallen nearly 2/3 so far this year. In May, Snap said it would not meet the 2Q guidance it set last month, causing its shares to plunge 43%.1. Q2 2022 Financial Summary•Revenue: $1,111 million, missed the analysts expectations of $1,114 million•Net loss: $422 mill","images":[{"img":"https://community-static.tradeup.com/news/4248b0c708b7ffd6c5af3aacc122816f","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/0699a2eaec9f8f3316131191e5c307b8","width":"1062","height":"599"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077138980","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9074221760,"gmtCreate":1658365145150,"gmtModify":1676536147719,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578932325713902","authorIdStr":"3578932325713902"},"themes":[],"htmlText":"720","listText":"720","text":"720","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9074221760","repostId":"9075363489","repostType":1,"repost":{"id":9075363489,"gmtCreate":1658149879640,"gmtModify":1676536112566,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🔥Stock Prediction: How will Tesla close Thursday 21/7 following their earnings?","htmlText":"Click to vote. Can you predict where <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> will move following their earnings? If you get the right answers, you can get&nbsp;20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Tesla announced that it will release its Q2, 2022 earnings report after the closing bell on Wednesday, July 20. Lets's&nbsp;guess where <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> will move following their earnings?💡Here are the key numbers from the first-quarter report: According to Tesla's first quarter 2022 financial results, revenue was $18.756 billion, up 81% year-over-year and exceeding analysts' expectations of $17.84 billion; net income was $3.280 billion, compared with $464 million in the same period last yea","listText":"Click to vote. Can you predict where <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> will move following their earnings? If you get the right answers, you can get&nbsp;20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Tesla announced that it will release its Q2, 2022 earnings report after the closing bell on Wednesday, July 20. Lets's&nbsp;guess where <a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> will move following their earnings?💡Here are the key numbers from the first-quarter report: According to Tesla's first quarter 2022 financial results, revenue was $18.756 billion, up 81% year-over-year and exceeding analysts' expectations of $17.84 billion; net income was $3.280 billion, compared with $464 million in the same period last yea","text":"Click to vote. Can you predict where $Tesla Motors(TSLA)$ will move following their earnings? If you get the right answers, you can get 20 Tiger Coins. In addition, you have the chance of winning 100 Tiger Coins.Tesla announced that it will release its Q2, 2022 earnings report after the closing bell on Wednesday, July 20. Lets's guess where $Tesla Motors(TSLA)$ will move following their earnings?💡Here are the key numbers from the first-quarter report: According to Tesla's first quarter 2022 financial results, revenue was $18.756 billion, up 81% year-over-year and exceeding analysts' expectations of $17.84 billion; net income was $3.280 billion, compared with $464 million in the same period last yea","images":[{"img":"https://community-static.tradeup.com/news/3858fa02cf5fd6cf288936d59481eea9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075363489","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"vote":{"id":1810,"gmtBegin":1658150149138,"gmtEnd":1658408418963,"type":1,"upper":1,"title":"Tesla stock price quizHow will Tesla close Thursday 21/7 following their earnings?","choices":[{"id":6666,"sort":1,"name":"Green (5% and above)","userSize":56,"voted":false},{"id":6667,"sort":2,"name":"Flat (-5% to 5%)","userSize":54,"voted":false},{"id":6668,"sort":3,"name":"Red (-5% and below)","userSize":47,"voted":false}]},"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":481213621121360,"gmtCreate":1758508213110,"gmtModify":1758508217103,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/INTC 20251121 20.0 PUT\">$INTC 20251121 20.0 PUT$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/INTC 20251121 20.0 PUT\">$INTC 20251121 20.0 PUT$</a>&nbsp;","text":"$INTC 20251121 20.0 PUT$","images":[{"img":"https://static.tigerbbs.com/a2a67ad4da9092e5391078a18d06bf7a","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/481213621121360","isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":374927519674760,"gmtCreate":1732576092891,"gmtModify":1732584086585,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MANU\">$曼联(MANU)$</a> Hahaha","listText":"<a href=\"https://laohu8.com/S/MANU\">$曼联(MANU)$</a> Hahaha","text":"$曼联(MANU)$ Hahaha","images":[{"img":"https://static.tigerbbs.com/8fa43f41912f3c7f569d2f9ee0b0c5ab","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/374927519674760","isVote":1,"tweetType":1,"viewCount":2991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":261172317864088,"gmtCreate":1704772908647,"gmtModify":1704772910228,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;","listText":"[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;[呆住]&nbsp;&nbsp;","text":"[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/261172317864088","isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194301073,"gmtCreate":1621339397992,"gmtModify":1704356028453,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"Old news","listText":"Old news","text":"Old news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/194301073","repostId":"1129099395","repostType":4,"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375791830,"gmtCreate":1619395825620,"gmtModify":1704723090215,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/375791830","repostId":"375985425","repostType":1,"repost":{"id":375985425,"gmtCreate":1619277314667,"gmtModify":1714469830205,"author":{"id":"3551130241745130","authorId":"3551130241745130","name":"生财研习社","avatar":"https://static.tigerbbs.com/5cc4e88337f666d940ac5189721e1ea2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551130241745130","idStr":"3551130241745130"},"themes":[],"title":"【熊貓速匯】資金回大陸的另一種快捷方案","htmlText":"大家好，今天聊一個海外匯款相關的話題。以前說的最多的就是辦理香港卡，目的是將錢匯到香港賬戶中參與港股打新，從來沒提過如何將錢轉回來，尤其是民生香港卡，其他香港卡應該也會出現這種問題，需要你提供各種證明，而且速度很慢，手續費高。我們把錢放在港股市場目的是賺錢來花，但是錢回不到大陸，這讓人比較煩心。也有不少人問怎麼把錢弄回來，爲此鹿鹿尋找到了熊貓速匯，熊貓速匯專注於海外華人匯款中國的產品，旨在爲海外華人提供安全、便捷、價格公道的匯款服務，最快2分鐘到賬，讓國際匯款從此更便捷、無憂。鹿鹿自己親自體驗了一次，真是超級方便，速度超快，5分鐘內到賬。先來了解下熊貓速匯，我們先知道這個是用來把港卡的錢轉回來，而且速度快，手續費低。1&nbsp;熊貓速匯介紹2&nbsp;熊貓速匯資質有的人會問熊貓速匯平臺的資質怎麼樣？熊貓速匯是香港政府部門——InvestHK香港投資推廣署官方推薦的 匯款平臺。香港投資推廣署致力引進有利於香港經濟及發展策略的海外投資項 目，並鼓勵這些投資項目持續留在香港發展。因爲熊貓速匯在金融 科技創新、安全合規方面所具備的領先能力，榮獲了香港投資推廣 署的大力支持，官網可查詢到。熊貓速匯業務流程經過金杜律師事務所嚴格法律評估並出具合規法律意見書，每一筆匯款都合法合規。3&nbsp;熊貓速匯優勢無論是從價格還是從用戶體驗，還是平臺的資質，熊貓速匯都有極大的優勢，請參考下圖查看。4&nbsp;熊貓速匯操作流程簡單搞定：下載熊貓速匯APP，點擊“開始匯款”——進行 “匯款人開戶” 並 “添加內地收款人” ——選擇開戶的個人證件（大陸身份證、香港身份證、護照三選一）——選擇付款支付方式，一般是FPS（數轉快）——等待到賬，一般3~5分鐘。鹿鹿親自體驗了一次，秒開戶，3~5分鐘到賬。福利來了，生財研習社獨家福利！！！通過生財註冊開戶，可享受生財專屬VIP待遇，否則無福利哦！！","listText":"大家好，今天聊一個海外匯款相關的話題。以前說的最多的就是辦理香港卡，目的是將錢匯到香港賬戶中參與港股打新，從來沒提過如何將錢轉回來，尤其是民生香港卡，其他香港卡應該也會出現這種問題，需要你提供各種證明，而且速度很慢，手續費高。我們把錢放在港股市場目的是賺錢來花，但是錢回不到大陸，這讓人比較煩心。也有不少人問怎麼把錢弄回來，爲此鹿鹿尋找到了熊貓速匯，熊貓速匯專注於海外華人匯款中國的產品，旨在爲海外華人提供安全、便捷、價格公道的匯款服務，最快2分鐘到賬，讓國際匯款從此更便捷、無憂。鹿鹿自己親自體驗了一次，真是超級方便，速度超快，5分鐘內到賬。先來了解下熊貓速匯，我們先知道這個是用來把港卡的錢轉回來，而且速度快，手續費低。1&nbsp;熊貓速匯介紹2&nbsp;熊貓速匯資質有的人會問熊貓速匯平臺的資質怎麼樣？熊貓速匯是香港政府部門——InvestHK香港投資推廣署官方推薦的 匯款平臺。香港投資推廣署致力引進有利於香港經濟及發展策略的海外投資項 目，並鼓勵這些投資項目持續留在香港發展。因爲熊貓速匯在金融 科技創新、安全合規方面所具備的領先能力，榮獲了香港投資推廣 署的大力支持，官網可查詢到。熊貓速匯業務流程經過金杜律師事務所嚴格法律評估並出具合規法律意見書，每一筆匯款都合法合規。3&nbsp;熊貓速匯優勢無論是從價格還是從用戶體驗，還是平臺的資質，熊貓速匯都有極大的優勢，請參考下圖查看。4&nbsp;熊貓速匯操作流程簡單搞定：下載熊貓速匯APP，點擊“開始匯款”——進行 “匯款人開戶” 並 “添加內地收款人” ——選擇開戶的個人證件（大陸身份證、香港身份證、護照三選一）——選擇付款支付方式，一般是FPS（數轉快）——等待到賬，一般3~5分鐘。鹿鹿親自體驗了一次，秒開戶，3~5分鐘到賬。福利來了，生財研習社獨家福利！！！通過生財註冊開戶，可享受生財專屬VIP待遇，否則無福利哦！！","text":"大家好，今天聊一個海外匯款相關的話題。以前說的最多的就是辦理香港卡，目的是將錢匯到香港賬戶中參與港股打新，從來沒提過如何將錢轉回來，尤其是民生香港卡，其他香港卡應該也會出現這種問題，需要你提供各種證明，而且速度很慢，手續費高。我們把錢放在港股市場目的是賺錢來花，但是錢回不到大陸，這讓人比較煩心。也有不少人問怎麼把錢弄回來，爲此鹿鹿尋找到了熊貓速匯，熊貓速匯專注於海外華人匯款中國的產品，旨在爲海外華人提供安全、便捷、價格公道的匯款服務，最快2分鐘到賬，讓國際匯款從此更便捷、無憂。鹿鹿自己親自體驗了一次，真是超級方便，速度超快，5分鐘內到賬。先來了解下熊貓速匯，我們先知道這個是用來把港卡的錢轉回來，而且速度快，手續費低。1 熊貓速匯介紹2 熊貓速匯資質有的人會問熊貓速匯平臺的資質怎麼樣？熊貓速匯是香港政府部門——InvestHK香港投資推廣署官方推薦的 匯款平臺。香港投資推廣署致力引進有利於香港經濟及發展策略的海外投資項 目，並鼓勵這些投資項目持續留在香港發展。因爲熊貓速匯在金融 科技創新、安全合規方面所具備的領先能力，榮獲了香港投資推廣 署的大力支持，官網可查詢到。熊貓速匯業務流程經過金杜律師事務所嚴格法律評估並出具合規法律意見書，每一筆匯款都合法合規。3 熊貓速匯優勢無論是從價格還是從用戶體驗，還是平臺的資質，熊貓速匯都有極大的優勢，請參考下圖查看。4 熊貓速匯操作流程簡單搞定：下載熊貓速匯APP，點擊“開始匯款”——進行 “匯款人開戶” 並 “添加內地收款人” ——選擇開戶的個人證件（大陸身份證、香港身份證、護照三選一）——選擇付款支付方式，一般是FPS（數轉快）——等待到賬，一般3~5分鐘。鹿鹿親自體驗了一次，秒開戶，3~5分鐘到賬。福利來了，生財研習社獨家福利！！！通過生財註冊開戶，可享受生財專屬VIP待遇，否則無福利哦！！","images":[{"img":"https://static.tigerbbs.com/06e2768de651f016b5fb7e672a521532","width":"688","height":"725"},{"img":"https://static.tigerbbs.com/86f719bba4f4c4015feeaeb9d0c1f567","width":"688","height":"327"},{"img":"https://static.tigerbbs.com/d36ad8cbed5590433d67f09be812b6fa","width":"688","height":"380"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/375985425","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581757303005744","authorId":"3581757303005744","name":"PTdudu","avatar":"https://static.tigerbbs.com/9476e0bb1514fa0fd9abee038060fdb8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3581757303005744","idStr":"3581757303005744"},"content":"Good morning, neighbor","text":"Good morning, neighbor","html":"Good morning, neighbor"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805335556,"gmtCreate":1627860203675,"gmtModify":1703496552286,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/805335556","repostId":"1122288815","repostType":4,"repost":{"id":"1122288815","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":1627859325,"share":"https://ttm.financial/m/news/1122288815?lang=en_US&edition=fundamental","pubTime":"2021-08-02 07:08","market":"sh","language":"zh","title":"XPeng vehicles: 8,040 vehicles were delivered in July, a year-on-year increase of 228%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122288815","media":"老虎资讯综合","summary":"8月2日讯，$小鹏汽车(XPEV)$在港交所公告，2021年7月交付8,040辆$智能(5RE.SI)$车，同比增长228%，环比增长22%，创下公司最高月度交付纪录；今年截至7月31日，公司累计总交付量达到38,778辆，同比增长388%；公司计划于2021年第三季度正式发布P5，预计在2021年第四季度交付。【公告】","content":"<p>August 2nd,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Announced on the Hong Kong Stock Exchange that 8,040 vehicles will be delivered in July 2021<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars, a year-on-year increase of 228% and a month-on-month increase of 22%, setting a record for the company's highest monthly delivery; As of July 31 this year, the company's cumulative total delivery volume reached 38,778 vehicles, a year-on-year increase of 388%; The company plans to officially release the P5 in the third quarter of 2021, with delivery expected in the fourth quarter of 2021. [<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0802/2021080200010_c.pdf\" target=\"_blank\">Announcements</a>】<img src=\"https://static.tigerbbs.com/cb71f7cf922c55e0e85d5a687462b674\" tg-width=\"757\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></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>XPeng vehicles: 8,040 vehicles were delivered in July, a year-on-year increase of 228%</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nXPeng vehicles: 8,040 vehicles were delivered in July, a year-on-year increase of 228%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-08-02 07:08</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>August 2nd,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Announced on the Hong Kong Stock Exchange that 8,040 vehicles will be delivered in July 2021<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars, a year-on-year increase of 228% and a month-on-month increase of 22%, setting a record for the company's highest monthly delivery; As of July 31 this year, the company's cumulative total delivery volume reached 38,778 vehicles, a year-on-year increase of 388%; The company plans to officially release the P5 in the third quarter of 2021, with delivery expected in the fourth quarter of 2021. [<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0802/2021080200010_c.pdf\" target=\"_blank\">Announcements</a>】<img src=\"https://static.tigerbbs.com/cb71f7cf922c55e0e85d5a687462b674\" tg-width=\"757\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122288815","content_text":"8月2日讯，小鹏汽车在港交所公告，2021年7月交付8,040辆智能车，同比增长228%，环比增长22%，创下公司最高月度交付纪录；今年截至7月31日，公司累计总交付量达到38,778辆，同比增长388%；公司计划于2021年第三季度正式发布P5，预计在2021年第四季度交付。【公告】","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9912276813,"gmtCreate":1664846008032,"gmtModify":1676537517863,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9912276813","repostId":"2272886711","repostType":2,"repost":{"id":"2272886711","kind":"news","pubTimestamp":1664842837,"share":"https://ttm.financial/m/news/2272886711?lang=en_US&edition=fundamental","pubTime":"2022-10-04 08:20","market":"hk","language":"zh","title":"Tesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute","url":"https://stock-news.laohu8.com/highlight/detail?id=2272886711","media":"新浪科技","summary":"周一美股特斯拉收跌8.61%，创近四个月来的最大单日跌幅。两天前，特斯拉公布了2022年第三季度的交付数据，交付量为34.3万辆，低于华尔街预期的约35.8万辆。而在国内则是另一番景象：最近这段时间，造车新势力特别喜欢用“弯道”一词来代称遇到的一些问题，尤其是蔚来和小鹏汽车，李想虽然没有说，但从实际情况来看，理想汽车也在他们所说的“弯道”里。就这一点来看，新造车们所提的“弯道”更贴近实际。","content":"<p><html><body><figure><img h=\"332\" src=\"https://n.sinaimg.cn/finance/transform/162/w630h332/20221004/1551-4b8bbad5ff3c173eb2071e25d4355555.png\" w=\"630\"/><h2></h2></figure></p><p>Text | Hanakijian</p><p>US stocks on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 8.61%, the biggest one-day drop in nearly four months. Two days ago, Tesla announced its delivery data for the third quarter of 2022, with 343,000 deliveries, which was lower than Wall Street's estimate of about 358,000.</p><p>In China, it's a different story: recently, new car-making forces especially like to use the word \"curve\" to refer to some problems encountered, especially<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Although Li Xiang didn't say it, judging from the actual situation,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Also in what they call \"curves\".</p><p>In the past, \"corner\" was a preferred term used by Internet companies, generally referring to \"overtaking in corners\".</p><p>In fact, \"overtaking in corners\" is a bad driving habit, which is not worth advocating, because accidents are prone to occur, and normal traffic management requires slowing down when crossing corners. From this point of view, the \"curves\" mentioned by new car manufacturers are closer to reality.</p><p>In 2020, with<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Starting from successfully obtaining financing from Hefei, the new car-making force has just crossed the line of life and death. In 2021, the annual sales of representatives of the three new car-making forces of Nio, XPeng Motors and Li Auto will almost reach the threshold of 100,000 vehicles. Behind the seemingly prosperity, why did they collectively enter the corner again in 2022?</p><p><strong>Both ends of the corner: no take-off sales, user complaints</strong></p><p>Porsche is the benchmark of the fuel era, the XPeng G9 is the benchmark of this era, and it is also<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars move towards the last generation before driverless cars.</p><p>In 2023, it will achieve monthly sales of more than 10,000 vehicles, surpassing the Audi Q5.</p><p>The G9 is the best SUV within 500k.</p><p>On the evening of September 21, He XPeng, chairman of XPeng Motors, made a bold remark at the launch event of the fourth model, the XPeng G9, but he did not win full house applause. On the contrary, in addition to greeting blessings, he heard more complaints-\"The configuration is complicated and incomprehensible\", \"Since the basic model does not have any intelligent configuration\".</p><p>The next morning, in an interview with the media, he was asked the most questions, which were also related to the doubts of these users. At that time, he patted his chest and said, \"XPeng Automobile can complete SKU optimization within two days.\"</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/a988-ab8ecf7685d3b47701489a8fa9a9ced0.jpg\" w=\"630\"/><h2></h2></figure>After staying up for two consecutive nights, XPeng Motors has indeed completed the optimization of the SKU, which looks less complicated and difficult for users to understand. At the same time, it also relied on \"increasing the quantity without increasing the price\" to quell some doubts.</p><p>This is a very rare scene in the history of Chinese automobiles-a car company modified the SKU and increased the configuration of the vehicle just two days after the flagship model was launched. This scene happened to the new car-making forces, which is both lucky and unfortunate.</p><p>Fortunately, XPeng Motors was able to recognize the problem immediately, then correct it quickly, and won back the goodwill of some users; Unfortunately, as a new car-making force established for eight years, it still makes the same mistakes as before in the so-called flagship models.</p><p>Feats are often a collection of luck and lessons.</p><p>XPeng Motors is not the only one. Before XPeng Motors, Nio and Li Auto had encountered various problems more than once. For example, Nio was questioned about \"lagging behind in sales\", \"weak new products\" and \"big losses\"; As for Li Auto, from the launch of Ideal L9 to the discontinuation of Ideal ONE, and then to the release of Ideal L8, it appeared in just three months, which made many old car owners feel dissatisfied and \"think that they have been cut off.\"</p><p>These voices are even more sharp at a time when the sales of the three leading new car-making forces have not achieved step-by-step growth with the market.</p><p>Data from the China Association of Automobile Manufacturers shows that from January to August 2022, I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile production and sales were 3.97 million and 3.86 million respectively, a year-on-year increase of 1.2 times and 1.1 times respectively.</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/5297-faa2588de38c95e4093caee79ce4a3f5.jpg\" w=\"630\"/><h2></h2></figure><div sax-type=\"proxy\"></div>XPeng vehicles will deliver 90,085 vehicles in the first eight months of 2022, a year-on-year increase of 95.87%. Among them, in July and August this year, the sales of XPeng vehicles continued to decline month-on-month. \"It is almost impossible to achieve the annual sales target of 250,000 vehicles,\" said a XPeng employee.</p><p>From January to August 2022, Li Auto delivered a total of 75,396 new cars, an increase of 66.89% from 45,176 in the same period last year. The most unsatisfactory result is Nio. In the first eight months of 2022, Nio delivered 71,600 new cars, a year-on-year increase of only 28.3%.</p><p>In comparison,<a href=\"https://laohu8.com/S/002594\">BYD</a>During the same period, the sales volume increased by 164.03%. The sum of the deliveries of the three companies is not as good as the sales volume of Tesla Model Y. In the first eight months of this year, the sales volume of this model increased by 248.5%.</p><p>Sales volume is just the most intuitive manifestation. Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that the product layout of new car-making forces is still in the early stage, and it is not a particularly complete pedigree layout. In the process of adjustment, some detours will be taken. \"They need to re-plan and sort out the product system.\" Compared with traditional car companies, new car-making forces do not have sufficient buffers to weather these pains.</p><p>Objectively speaking, Cui Dongshu believes that the current industrial chain of new energy vehicles is still imperfect. Because the new car-making forces are still relatively small in size, their bargaining power on the industrial chain and their ability to support the upstream are relatively weak, which will also lead to new car-making forces are in a relatively passive situation.</p><p>And a person who has worked as a middle-level in many car companies and new car-making forces bluntly said that today's \"curve\" is more like an excuse for new car-making forces to adjust their own rhythm.</p><p>In an interview with Sina Technology, He XPeng bluntly said that XPeng vehicles are still in a corner, and the first generation of new forces are all in a corner. \"Products and technologies are going to enter the next generation, but customers' needs are changing, so how to control the speed in corners and turn too fast is an immediate challenge.\"</p><p><strong>Increasing sales is still the top priority</strong></p><p>Sales volume is a symbol of entering a corner, and it is also a symbol of driving out of a corner.</p><p>On August 26, the chengdu auto show opened. Qin Lihong, co-founder and president of Nio, said that in the past year, despite the rapid growth of the terminal market, Nio failed to catch up with the dividends. In 2022, Nio will deliver three new cars and deploy popular brands. Just like on the racing track, Nio takes the lead in entering the corner, and product replacement is the first big corner. The speed will be adjusted in the corner, and the speed will go up again after exiting the corner. Now Nio is about to exit the corner.</p><p><figure><img h=\"380\" src=\"https://n.sinaimg.cn/finance/transform/210/w630h380/20221004/c8c7-8466e0f655c1e395375105c7e83dc2d8.jpg\" w=\"630\"/><h2></h2></figure>Correspondingly, Nio's delivery volume in August 2022 reached 10,677 vehicles, which is the second best monthly delivery result in history, and it has returned to the top three new car-making forces on the list.</p><p>Nio's deliveries in the first eight months were less than half of its full-year target of 150,000 vehicles. \"In the last four months, Nio will sprint all out, and there will be a big breakthrough in sales,\" said a Nio employee. After the ET7, Nio's other two new models, ES7 and ET5, successively entered large-scale deliveries in the fourth quarter of this year. However, there are still great challenges for Nio to achieve its goal.</p><p>Sales volume is also the primary goal of the other two new leading car-making forces. Especially for XPeng Motors, the aforementioned XPeng employee interviewed talked about XPeng Motors' hesitation on the G9. \"The P5, which is positioned as a mass model, fails to meet expectations. If the G9 is not good, then XPeng Motors will easily enter a stage where products are out of line, so there is a lot of pressure on pricing.\" He said.</p><p>Even, in order to gain an advantage over other rivals in the G9, XPeng Motor has reduced the cost of batteries.<a href=\"https://laohu8.com/S/300750\">Ningde era</a>No longer XPeng's first choice, but turned to<a href=\"https://laohu8.com/S/03931\">Zhongxin Aviation</a>Second-tier power battery manufacturers have compressed the maximum battery life to 702km.</p><p>\"While the price of this car still needs to be raised, it also needs to be increased in volume,\" said the XPeng employee. He XPeng also has a high goal for the G9. \"Monthly sales will exceed 10,000 vehicles in 2023, surpassing the Audi Q5.\" This is the standard he put forward at the launch ceremony of the G9.</p><p>Li Auto has advanced the release time of the Ideal L8 by more than a month-from the \"November launch and delivery\" announced on September 1 to the launch on September 30, which is only more than a week after the launch of the XPeng G9, which means opening up the posture to grab potential users.</p><p>In June 2020, He XPeng, Li Bin and Li Xiang met, and then He XPeng posted a photo of the three in his circle of friends, with the caption \"Three hard workers, remembering their hardships and thinking about change.\"</p><p>From then on until the beginning of 2021, it has been a sweet period for the three leading new car-making forces. Whether it is user reputation or in the capital market, it is relatively smooth.</p><p>Now that I am in a corner, I have finally entered a cycle of \"thinking about change\". Whether it's Li Xiang, who is controversial on the Internet, He XPeng, who supports XPeng Motors with real money, or Li Bin, who is exploring the European market with executives, they all have their own feelings.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>","source":"sina_tech","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>Tesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's delivery fell short of expectations, and Wei Xiaoli hurried into the \"corner\" | Next Generation Vehicle Research Institute\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪科技</strong><span class=\"h-time small\">2022-10-04 08:20</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><figure><img h=\"332\" src=\"https://n.sinaimg.cn/finance/transform/162/w630h332/20221004/1551-4b8bbad5ff3c173eb2071e25d4355555.png\" w=\"630\"/><h2></h2></figure></p><p>Text | Hanakijian</p><p>US stocks on Monday<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It closed down 8.61%, the biggest one-day drop in nearly four months. Two days ago, Tesla announced its delivery data for the third quarter of 2022, with 343,000 deliveries, which was lower than Wall Street's estimate of about 358,000.</p><p>In China, it's a different story: recently, new car-making forces especially like to use the word \"curve\" to refer to some problems encountered, especially<a href=\"https://laohu8.com/S/NIO\">Nio</a>And<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Although Li Xiang didn't say it, judging from the actual situation,<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Also in what they call \"curves\".</p><p>In the past, \"corner\" was a preferred term used by Internet companies, generally referring to \"overtaking in corners\".</p><p>In fact, \"overtaking in corners\" is a bad driving habit, which is not worth advocating, because accidents are prone to occur, and normal traffic management requires slowing down when crossing corners. From this point of view, the \"curves\" mentioned by new car manufacturers are closer to reality.</p><p>In 2020, with<a href=\"https://laohu8.com/S/NIO.SI\">Nio</a>Starting from successfully obtaining financing from Hefei, the new car-making force has just crossed the line of life and death. In 2021, the annual sales of representatives of the three new car-making forces of Nio, XPeng Motors and Li Auto will almost reach the threshold of 100,000 vehicles. Behind the seemingly prosperity, why did they collectively enter the corner again in 2022?</p><p><strong>Both ends of the corner: no take-off sales, user complaints</strong></p><p>Porsche is the benchmark of the fuel era, the XPeng G9 is the benchmark of this era, and it is also<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cars move towards the last generation before driverless cars.</p><p>In 2023, it will achieve monthly sales of more than 10,000 vehicles, surpassing the Audi Q5.</p><p>The G9 is the best SUV within 500k.</p><p>On the evening of September 21, He XPeng, chairman of XPeng Motors, made a bold remark at the launch event of the fourth model, the XPeng G9, but he did not win full house applause. On the contrary, in addition to greeting blessings, he heard more complaints-\"The configuration is complicated and incomprehensible\", \"Since the basic model does not have any intelligent configuration\".</p><p>The next morning, in an interview with the media, he was asked the most questions, which were also related to the doubts of these users. At that time, he patted his chest and said, \"XPeng Automobile can complete SKU optimization within two days.\"</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/a988-ab8ecf7685d3b47701489a8fa9a9ced0.jpg\" w=\"630\"/><h2></h2></figure>After staying up for two consecutive nights, XPeng Motors has indeed completed the optimization of the SKU, which looks less complicated and difficult for users to understand. At the same time, it also relied on \"increasing the quantity without increasing the price\" to quell some doubts.</p><p>This is a very rare scene in the history of Chinese automobiles-a car company modified the SKU and increased the configuration of the vehicle just two days after the flagship model was launched. This scene happened to the new car-making forces, which is both lucky and unfortunate.</p><p>Fortunately, XPeng Motors was able to recognize the problem immediately, then correct it quickly, and won back the goodwill of some users; Unfortunately, as a new car-making force established for eight years, it still makes the same mistakes as before in the so-called flagship models.</p><p>Feats are often a collection of luck and lessons.</p><p>XPeng Motors is not the only one. Before XPeng Motors, Nio and Li Auto had encountered various problems more than once. For example, Nio was questioned about \"lagging behind in sales\", \"weak new products\" and \"big losses\"; As for Li Auto, from the launch of Ideal L9 to the discontinuation of Ideal ONE, and then to the release of Ideal L8, it appeared in just three months, which made many old car owners feel dissatisfied and \"think that they have been cut off.\"</p><p>These voices are even more sharp at a time when the sales of the three leading new car-making forces have not achieved step-by-step growth with the market.</p><p>Data from the China Association of Automobile Manufacturers shows that from January to August 2022, I<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile production and sales were 3.97 million and 3.86 million respectively, a year-on-year increase of 1.2 times and 1.1 times respectively.</p><p><figure><img h=\"420\" src=\"https://n.sinaimg.cn/finance/transform/250/w630h420/20221004/5297-faa2588de38c95e4093caee79ce4a3f5.jpg\" w=\"630\"/><h2></h2></figure><div sax-type=\"proxy\"></div>XPeng vehicles will deliver 90,085 vehicles in the first eight months of 2022, a year-on-year increase of 95.87%. Among them, in July and August this year, the sales of XPeng vehicles continued to decline month-on-month. \"It is almost impossible to achieve the annual sales target of 250,000 vehicles,\" said a XPeng employee.</p><p>From January to August 2022, Li Auto delivered a total of 75,396 new cars, an increase of 66.89% from 45,176 in the same period last year. The most unsatisfactory result is Nio. In the first eight months of 2022, Nio delivered 71,600 new cars, a year-on-year increase of only 28.3%.</p><p>In comparison,<a href=\"https://laohu8.com/S/002594\">BYD</a>During the same period, the sales volume increased by 164.03%. The sum of the deliveries of the three companies is not as good as the sales volume of Tesla Model Y. In the first eight months of this year, the sales volume of this model increased by 248.5%.</p><p>Sales volume is just the most intuitive manifestation. Cui Dongshu, secretary-general of the National Passenger Car Market Information Association, believes that the product layout of new car-making forces is still in the early stage, and it is not a particularly complete pedigree layout. In the process of adjustment, some detours will be taken. \"They need to re-plan and sort out the product system.\" Compared with traditional car companies, new car-making forces do not have sufficient buffers to weather these pains.</p><p>Objectively speaking, Cui Dongshu believes that the current industrial chain of new energy vehicles is still imperfect. Because the new car-making forces are still relatively small in size, their bargaining power on the industrial chain and their ability to support the upstream are relatively weak, which will also lead to new car-making forces are in a relatively passive situation.</p><p>And a person who has worked as a middle-level in many car companies and new car-making forces bluntly said that today's \"curve\" is more like an excuse for new car-making forces to adjust their own rhythm.</p><p>In an interview with Sina Technology, He XPeng bluntly said that XPeng vehicles are still in a corner, and the first generation of new forces are all in a corner. \"Products and technologies are going to enter the next generation, but customers' needs are changing, so how to control the speed in corners and turn too fast is an immediate challenge.\"</p><p><strong>Increasing sales is still the top priority</strong></p><p>Sales volume is a symbol of entering a corner, and it is also a symbol of driving out of a corner.</p><p>On August 26, the chengdu auto show opened. Qin Lihong, co-founder and president of Nio, said that in the past year, despite the rapid growth of the terminal market, Nio failed to catch up with the dividends. In 2022, Nio will deliver three new cars and deploy popular brands. Just like on the racing track, Nio takes the lead in entering the corner, and product replacement is the first big corner. The speed will be adjusted in the corner, and the speed will go up again after exiting the corner. Now Nio is about to exit the corner.</p><p><figure><img h=\"380\" src=\"https://n.sinaimg.cn/finance/transform/210/w630h380/20221004/c8c7-8466e0f655c1e395375105c7e83dc2d8.jpg\" w=\"630\"/><h2></h2></figure>Correspondingly, Nio's delivery volume in August 2022 reached 10,677 vehicles, which is the second best monthly delivery result in history, and it has returned to the top three new car-making forces on the list.</p><p>Nio's deliveries in the first eight months were less than half of its full-year target of 150,000 vehicles. \"In the last four months, Nio will sprint all out, and there will be a big breakthrough in sales,\" said a Nio employee. After the ET7, Nio's other two new models, ES7 and ET5, successively entered large-scale deliveries in the fourth quarter of this year. However, there are still great challenges for Nio to achieve its goal.</p><p>Sales volume is also the primary goal of the other two new leading car-making forces. Especially for XPeng Motors, the aforementioned XPeng employee interviewed talked about XPeng Motors' hesitation on the G9. \"The P5, which is positioned as a mass model, fails to meet expectations. If the G9 is not good, then XPeng Motors will easily enter a stage where products are out of line, so there is a lot of pressure on pricing.\" He said.</p><p>Even, in order to gain an advantage over other rivals in the G9, XPeng Motor has reduced the cost of batteries.<a href=\"https://laohu8.com/S/300750\">Ningde era</a>No longer XPeng's first choice, but turned to<a href=\"https://laohu8.com/S/03931\">Zhongxin Aviation</a>Second-tier power battery manufacturers have compressed the maximum battery life to 702km.</p><p>\"While the price of this car still needs to be raised, it also needs to be increased in volume,\" said the XPeng employee. He XPeng also has a high goal for the G9. \"Monthly sales will exceed 10,000 vehicles in 2023, surpassing the Audi Q5.\" This is the standard he put forward at the launch ceremony of the G9.</p><p>Li Auto has advanced the release time of the Ideal L8 by more than a month-from the \"November launch and delivery\" announced on September 1 to the launch on September 30, which is only more than a week after the launch of the XPeng G9, which means opening up the posture to grab potential users.</p><p>In June 2020, He XPeng, Li Bin and Li Xiang met, and then He XPeng posted a photo of the three in his circle of friends, with the caption \"Three hard workers, remembering their hardships and thinking about change.\"</p><p>From then on until the beginning of 2021, it has been a sweet period for the three leading new car-making forces. Whether it is user reputation or in the capital market, it is relatively smooth.</p><p>Now that I am in a corner, I have finally entered a cycle of \"thinking about change\". Whether it's Li Xiang, who is controversial on the Internet, He XPeng, who supports XPeng Motors with real money, or Li Bin, who is exploring the European market with executives, they all have their own feelings.</p><p><div><img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/></div></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2022-10-04/detail-imqmmtha9723799.d.html?vt=4\">新浪科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221004/9009-37efc519440f70a817100103cfa22cd1.png/w120h90l50t1ebc.jpg","relate_stocks":{"BK4551":"寇图资本持仓","BK4550":"红杉资本持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4534":"瑞士信贷持仓","BK4574":"无人驾驶","BK4555":"新能源车","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股"},"source_url":"https://tech.sina.cn/it/2022-10-04/detail-imqmmtha9723799.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2272886711","content_text":"文 ｜ 花子健\n周一美股特斯拉收跌8.61%，创近四个月来的最大单日跌幅。两天前，特斯拉公布了2022年第三季度的交付数据，交付量为34.3万辆，低于华尔街预期的约35.8万辆。\n而在国内则是另一番景象：最近这段时间，造车新势力特别喜欢用“弯道”一词来代称遇到的一些问题，尤其是蔚来和小鹏汽车，李想虽然没有说，但从实际情况来看，理想汽车也在他们所说的“弯道”里。\n以前，“弯道”是互联网公司更爱用的术语，一般都是说“弯道超车”。\n实际上，“弯道超车”是一个不好的驾驶习惯，是不值得提倡的，因为容易发生事故，正常的交通管理都是要求过弯道要减速慢行。就这一点来看，新造车们所提的“弯道”更贴近实际。\n2020年，以蔚来成功获得合肥的融资为起点，新造车势力刚刚穿过了生死线。在2021年，蔚来、小鹏汽车和理想汽车三家造车新势力的代表，年销量几乎触及10万辆的门槛。看起来一片繁荣的背后，他们为何在2022年，又集体进入了弯道？\n弯道的两端：没有起飞的销量、用户抱怨\n保时捷是燃油时代的标杆，小鹏G9是这个时代的标杆，也是智能汽车迈向无人驾驶汽车前的最后一代。\n2023年实现月销过万辆，超越奥迪Q5。\nG9是50万以内最好的SUV。\n9月21日的晚上，小鹏汽车董事长何小鹏在第四款车型小鹏G9的上市活动上一番豪言壮语，却没有博得满堂喝彩。相反，除了寒暄式祝福之外，他听到了更多吐槽的声音——“配置复杂，看不懂”、“基本款既然没有一点智能配置”。\n第二天早上，在接受媒体采访时，他被问到最多的问题，也和这些用户的质疑有关系。当时，他拍着胸脯说，“小鹏汽车可以在两天内完成SKU的优化。”\n\n\n\n\n在连续熬了两个晚上后，小鹏汽车的确完成了SKU的优化，看起来不那么复杂，让用户难以理解。同时，还靠着“加量不加价”平息了一些质疑的声音。\n这是中国汽车历史上很罕见的一幕——一家车企在旗舰车型刚上市两天后，就对SKU做了修改，还增加了车辆的配置。这一幕发生在造车新势力身上，既是幸运，也是不幸。\n幸运的是，小鹏汽车能够立刻认识到问题，然后很快就能改正，并且赢回了一些用户的好感；不幸的是，作为一家成立八年的造车新势力，在所谓的旗舰车型上，仍旧犯之前出现的错误。\n壮举，往往是运气和教训的集合体。\n小鹏汽车不是唯一的一家。在小鹏汽车之前，蔚来、理想汽车已经不止一次遇到各种问题，比如蔚来被质疑“销量掉队”、“新产品乏力”、“亏损大”；而理想汽车，从理想L9上市到理想ONE的停产，再到理想L8的发布，短短三个月时间里出现，让很多老车主感到不满，“认为自己被割了韭菜”。\n这些声音，在三家头部造车新势力的销量没有随着大市实现阶梯式增长的当下，更显尖锐。\n中国汽车工业协会数据显示，2022年1-8月，我国新能源汽车产销分别完成397万辆和386万辆，同比分别增长1.2倍和1.1倍。\n\n\n\n\n小鹏汽车在2022年前8个月交付量为90085辆，同比增幅为95.87%。其中在今年7月和8月，小鹏汽车的销量连续环比下滑。“完成25万辆年销量的目标几无可能。”一位小鹏汽车的员工表示。\n2022年1-8月，理想汽车累计新车交付75396辆，比去年同期的45176辆增长了66.89%。成绩最不如意的是蔚来，2022年前8个月，蔚来交付新车7.16万辆，同比增长仅28.3%。\n对比来看，比亚迪的同期销量增幅达到164.03%。而三家的交付量之和，还不如特斯拉Model Y一款车型的销量，今年前八个月，这款车型的销量增幅达到248.5%。\n销量只是一个最直观的体现。全国乘用车市场信息联席会秘书长崔东树认为，造车新势力的产品布局还处于前期，并不是特别完整的谱系型布局，在调整的过程中就会走一些弯路，“他们需要重新规划、梳理产品体系。”与传统车企相比，造车新势力还没有充足的缓冲来度过这些阵痛。\n就客观来说，崔东树认为，目前新能源汽车的产业链仍然不完善，新造车势力因为体量还比较小，所以对产业链的议价能力和对上游的保障能力比较弱，所以也会导致造车新势力处于比较被动的情况。\n而一位曾经在多家车企，也在造车新势力做过中层的人士则直言，如今的“弯道”更像是造车新势力给自己的节奏调整找的借口。\n在接受新浪科技采访时，何小鹏直言小鹏汽车仍处于弯道之中，且新势力的第一代都是处于弯道之中。“产品和技术要进入下一代，但客户的需求在变化，所以如何能够在弯道上控制好速度，又能够把弯过快，就是一个当下的挑战。”\n提升销量，仍是第一要务\n销量是进入弯道的标志，同样也是驶出弯道的象征。\n8月26日，成都车展开幕，蔚来联合创始人、总裁秦力洪表示，过去一年，在终端市场增长快速的情况下，蔚来没有赶上红利。2022年蔚来交付三款新车，并布局大众化品牌，就好像在赛车道上，蔚来率先进入弯道，产品换代就是第一个大弯道。在弯道中速度会调整，出了弯道后速度会重新上去，现在蔚来快驶出弯道了。\n\n\n\n\n与此对应的是，蔚来在2022年8月的交付量达到了10677辆，是历史第二好的月度交付成绩，在榜单上重回造车新势力前三。\n蔚来前8个月的交付量不足全年15万辆目标的一半。“最后4个月，蔚来会全力冲刺，销量会有个很大的突破。”一位蔚来员工谈到。在ET7之后，蔚来的另外两款新车型ES7和ET5陆续在今年第四季度进入大规模交付。不过，蔚来想要达成目标，仍有很大的挑战。\n销量也是另外两家头部造车新势力的首要目标。特别是小鹏汽车，前述接受采访的小鹏员工谈及了小鹏汽车在G9上的犹豫不决，“被定位于走量车型的P5，达不到预期，如果G9还不行，那么小鹏汽车就容易进入一个产品青黄不接的阶段，所以定价的压力很大。”他说。\n甚至，小鹏汽车为了在G9上赢得对其他对手的优势，从而在电池上进行了成本压缩。宁德时代不再是小鹏的首选，而是转向了中创新航等二线动力电池厂商，将最高的续航能力压缩到702km。\n“这款车还是要提价的同时，更要走量。”该小鹏汽车员工说。何小鹏对G9的目标也很高，“2023年月销过万辆，超越奥迪Q5。”这是他在G9的上市仪式提出的标准。\n理想汽车则把理想L8的发布时间提前了1个多月——从9月1日公布的“11月上市即交付”提前到了9月30日上市，距离小鹏G9的上市仅仅间隔了一周多的时间，颇有拉开架势抢潜在用户的意思。\n2020年6月，何小鹏、李斌和李想三人见了一面，随后何小鹏在自己的朋友圈发了一张三人的合照，配文是“三个苦逼，在忆苦思变。”\n从那之后一直到2021年初，对于三家头部造车新势力来说，都是一段甜蜜期，不管是用户口碑，还是在资本市场，都比较顺利。\n如今身处弯道，终于又进入了一个“思变”的轮回。不管是在网上备受争议的李想，还是真金白银支持小鹏汽车的何小鹏，还是带着高管在开拓欧洲市场的李斌，个中滋味他们都已经是各自感受了。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9073034306,"gmtCreate":1657247844005,"gmtModify":1676535979153,"author":{"id":"3578932325713902","authorId":"3578932325713902","name":"土豆灰灰","avatar":"https://static.tigerbbs.com/2b02b5048849373892b959fbd6cecfad","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578932325713902","idStr":"3578932325713902"},"themes":[],"htmlText":"<a 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href=\"https://ttm.financial/S/01211\">$比亚迪股份(01211)$</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/DDAIF\">$戴姆勒汽车(DDAIF)$</a> gogogo <a href=\"https://ttm.financial/S/DMLRY\">$Mercedes Benz Group AG(DMLRY)$</a><a href=\"https://ttm.financial/S/01211\">$比亚迪股份(01211)$</a><v-v data-views=\"1\"></v-v>","text":"$戴姆勒汽车(DDAIF)$ gogogo $Mercedes Benz Group 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one","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084092111","repostId":"611780197","repostType":1,"repost":{"id":611780197,"gmtCreate":1650625210000,"gmtModify":1676533016032,"author":{"id":"3527667583497005","authorId":"3527667583497005","name":"期权异动观察","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667583497005","idStr":"3527667583497005"},"themes":[],"title":"熱門股covered call 量化策略【4月22日】","htmlText":"賣備兌看漲期權（sell covered call），是很多大的基金採用的策略，美股散戶也可以借鑑該策略。您可以在持有股票的同時獲得收益。 策略執行方法是，持有或買入股票，賣出股票相對應的看漲期權。這個策略適合長期持有某些近期橫盤不動或者有利空消息的股票的投資者，通過做備兌，對衝一下風險，可能會獲得額外收益。 小漲多賺錢，不漲多賺錢，下跌少虧錢。只有股票暴漲時不推薦做備兌。所以在長期持有一些標的時滾動做備兌，對成熟投資者，可能是一個很好的策略。 收益對比 假設2021年1月1日到12月17日期間投資者持有亞馬遜 200股股票 持有期間如果無操作，則最後的總資產爲675484美元 持有期間如果進行covered call策略，每週操作一次；如果行權賣出100股股票後，下一個交易日再買入100股。最後的總資產爲728898美元。 Covered Call策略：賣出看漲期權池（僅供參考） 期權代碼 標的代碼 到期日 行權價 權利金 隱含波動率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20220429 1105.0 call\">$TSLA 20220429 1105.0 call$</a> TSLA 2022/04/29 1105.0 5.400000 0.540000 24.42% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20220429 220.0 call\">$NVDA 20220429 220.0 call$</a> NVDA 2022/04/29 220.0 1.700000 0.610000 38.43%","listText":"賣備兌看漲期權（sell covered call），是很多大的基金採用的策略，美股散戶也可以借鑑該策略。您可以在持有股票的同時獲得收益。 策略執行方法是，持有或買入股票，賣出股票相對應的看漲期權。這個策略適合長期持有某些近期橫盤不動或者有利空消息的股票的投資者，通過做備兌，對衝一下風險，可能會獲得額外收益。 小漲多賺錢，不漲多賺錢，下跌少虧錢。只有股票暴漲時不推薦做備兌。所以在長期持有一些標的時滾動做備兌，對成熟投資者，可能是一個很好的策略。 收益對比 假設2021年1月1日到12月17日期間投資者持有亞馬遜 200股股票 持有期間如果無操作，則最後的總資產爲675484美元 持有期間如果進行covered call策略，每週操作一次；如果行權賣出100股股票後，下一個交易日再買入100股。最後的總資產爲728898美元。 Covered Call策略：賣出看漲期權池（僅供參考） 期權代碼 標的代碼 到期日 行權價 權利金 隱含波動率 年化收益率 <a target=\"_blank\" href=\"https://laohu8.com/OPT/TSLA 20220429 1105.0 call\">$TSLA 20220429 1105.0 call$</a> TSLA 2022/04/29 1105.0 5.400000 0.540000 24.42% <a target=\"_blank\" href=\"https://laohu8.com/OPT/NVDA 20220429 220.0 call\">$NVDA 20220429 220.0 call$</a> NVDA 2022/04/29 220.0 1.700000 0.610000 38.43%","text":"賣備兌看漲期權（sell covered call），是很多大的基金採用的策略，美股散戶也可以借鑑該策略。您可以在持有股票的同時獲得收益。 策略執行方法是，持有或買入股票，賣出股票相對應的看漲期權。這個策略適合長期持有某些近期橫盤不動或者有利空消息的股票的投資者，通過做備兌，對衝一下風險，可能會獲得額外收益。 小漲多賺錢，不漲多賺錢，下跌少虧錢。只有股票暴漲時不推薦做備兌。所以在長期持有一些標的時滾動做備兌，對成熟投資者，可能是一個很好的策略。 收益對比 假設2021年1月1日到12月17日期間投資者持有亞馬遜 200股股票 持有期間如果無操作，則最後的總資產爲675484美元 持有期間如果進行covered call策略，每週操作一次；如果行權賣出100股股票後，下一個交易日再買入100股。最後的總資產爲728898美元。 Covered Call策略：賣出看漲期權池（僅供參考） 期權代碼 標的代碼 到期日 行權價 權利金 隱含波動率 年化收益率 $TSLA 20220429 1105.0 call$ TSLA 2022/04/29 1105.0 5.400000 0.540000 24.42% $NVDA 20220429 220.0 call$ NVDA 2022/04/29 220.0 1.700000 0.610000 38.43%","images":[{"img":"https://static.tigerbbs.com/156e8483f0c3a134a64b4bef3013c761"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/611780197","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}