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在今年市場環境向好、技術進步明顯、用戶需求旺盛的大背景下，國內那些一直不懈努力着的音樂流媒體平臺似乎又迎來了新的春天。其中，行業頭部玩家騰訊音樂就在今年一季度，給在線音樂與音頻娛樂市場交出了一份不錯的答卷，而這從其近期發佈的財報就能窺探一二。 （配圖來自Canva可畫） 營收淨利扶搖直上 近日，國內在線音樂與音頻娛樂平臺騰訊音樂娛樂集團發佈了2023年第一季度財報。財報顯示，騰訊音樂一季度實現營收70億元，同比增長5.4%；歸屬於公司股東淨利潤爲11.5億元，同比增長88.5%；非國際通用會計準則下的淨利潤爲14.1億元，同比增長57%，收入和淨利潤增長均超預期。 騰訊音樂整體業績穩健，與其在線音樂服務業務的迅猛發展不無關係。衆所周知，騰訊音樂的盈利模式主要爲在線音樂服務業務和社交娛樂服務及其他業務。而在2023年第一季度，騰訊音樂的在線音樂服務收入首次追平社交娛樂服務收入，爲其整體業績做出了顯著貢獻。財報顯示，一季度騰訊音樂的在線音樂服務收入爲35億元，實現了33.8%的強勁增長。 與此同時，在線音樂服務業務的增長，也對衝了社交娛樂服務業務的縮水。受直播行業規範化的環境影響，社交娛樂服務中佔據大頭的“秀場”直播業務承壓嚴重，這就導致社交娛樂服務業務收入規模持續減少。財報顯示，2023年第一季度，社交娛樂服務和其他服務收入達35億元，同比下降13%。顯然，騰訊音樂的營收主力正逐漸從社交娛樂服務及其他業務“換檔”至在線音樂服務業務。 而在線音樂服務收入之所以增長強勁，一方面是由於在線音樂付費用戶羣和ARPPU的快速增長，推動了其訂閱服務收入的增長。財報顯示，一季度在線音樂付費用戶數同比增","listText":"近年來，國內音樂流媒體平臺在內容版權、用戶心智、音樂場景等方面的競爭一直沒有偃旗息鼓，而爲了構建核心壁壘，從而搶佔更多市場份額，各位玩家在音樂內容和音質“品效合一”上的創新動作也是層出不窮。 在今年市場環境向好、技術進步明顯、用戶需求旺盛的大背景下，國內那些一直不懈努力着的音樂流媒體平臺似乎又迎來了新的春天。其中，行業頭部玩家騰訊音樂就在今年一季度，給在線音樂與音頻娛樂市場交出了一份不錯的答卷，而這從其近期發佈的財報就能窺探一二。 （配圖來自Canva可畫） 營收淨利扶搖直上 近日，國內在線音樂與音頻娛樂平臺騰訊音樂娛樂集團發佈了2023年第一季度財報。財報顯示，騰訊音樂一季度實現營收70億元，同比增長5.4%；歸屬於公司股東淨利潤爲11.5億元，同比增長88.5%；非國際通用會計準則下的淨利潤爲14.1億元，同比增長57%，收入和淨利潤增長均超預期。 騰訊音樂整體業績穩健，與其在線音樂服務業務的迅猛發展不無關係。衆所周知，騰訊音樂的盈利模式主要爲在線音樂服務業務和社交娛樂服務及其他業務。而在2023年第一季度，騰訊音樂的在線音樂服務收入首次追平社交娛樂服務收入，爲其整體業績做出了顯著貢獻。財報顯示，一季度騰訊音樂的在線音樂服務收入爲35億元，實現了33.8%的強勁增長。 與此同時，在線音樂服務業務的增長，也對衝了社交娛樂服務業務的縮水。受直播行業規範化的環境影響，社交娛樂服務中佔據大頭的“秀場”直播業務承壓嚴重，這就導致社交娛樂服務業務收入規模持續減少。財報顯示，2023年第一季度，社交娛樂服務和其他服務收入達35億元，同比下降13%。顯然，騰訊音樂的營收主力正逐漸從社交娛樂服務及其他業務“換檔”至在線音樂服務業務。 而在線音樂服務收入之所以增長強勁，一方面是由於在線音樂付費用戶羣和ARPPU的快速增長，推動了其訂閱服務收入的增長。財報顯示，一季度在線音樂付費用戶數同比增","text":"近年來，國內音樂流媒體平臺在內容版權、用戶心智、音樂場景等方面的競爭一直沒有偃旗息鼓，而爲了構建核心壁壘，從而搶佔更多市場份額，各位玩家在音樂內容和音質“品效合一”上的創新動作也是層出不窮。 在今年市場環境向好、技術進步明顯、用戶需求旺盛的大背景下，國內那些一直不懈努力着的音樂流媒體平臺似乎又迎來了新的春天。其中，行業頭部玩家騰訊音樂就在今年一季度，給在線音樂與音頻娛樂市場交出了一份不錯的答卷，而這從其近期發佈的財報就能窺探一二。 （配圖來自Canva可畫） 營收淨利扶搖直上 近日，國內在線音樂與音頻娛樂平臺騰訊音樂娛樂集團發佈了2023年第一季度財報。財報顯示，騰訊音樂一季度實現營收70億元，同比增長5.4%；歸屬於公司股東淨利潤爲11.5億元，同比增長88.5%；非國際通用會計準則下的淨利潤爲14.1億元，同比增長57%，收入和淨利潤增長均超預期。 騰訊音樂整體業績穩健，與其在線音樂服務業務的迅猛發展不無關係。衆所周知，騰訊音樂的盈利模式主要爲在線音樂服務業務和社交娛樂服務及其他業務。而在2023年第一季度，騰訊音樂的在線音樂服務收入首次追平社交娛樂服務收入，爲其整體業績做出了顯著貢獻。財報顯示，一季度騰訊音樂的在線音樂服務收入爲35億元，實現了33.8%的強勁增長。 與此同時，在線音樂服務業務的增長，也對衝了社交娛樂服務業務的縮水。受直播行業規範化的環境影響，社交娛樂服務中佔據大頭的“秀場”直播業務承壓嚴重，這就導致社交娛樂服務業務收入規模持續減少。財報顯示，2023年第一季度，社交娛樂服務和其他服務收入達35億元，同比下降13%。顯然，騰訊音樂的營收主力正逐漸從社交娛樂服務及其他業務“換檔”至在線音樂服務業務。 而在線音樂服務收入之所以增長強勁，一方面是由於在線音樂付費用戶羣和ARPPU的快速增長，推動了其訂閱服務收入的增長。財報顯示，一季度在線音樂付費用戶數同比增","images":[{"img":"https://static.tigerbbs.com/f7be030ba77ae756de589caea4fc0391","width":"1080","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/652840217","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656686321,"gmtCreate":1683668122364,"gmtModify":1683668122364,"author":{"id":"4094542091198970","authorId":"4094542091198970","name":"刘胜利2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094542091198970","idStr":"4094542091198970"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656686321","repostId":"656637613","repostType":1,"repost":{"id":656637613,"gmtCreate":1683641228434,"gmtModify":1683642111498,"author":{"id":"3585519170265559","authorId":"3585519170265559","name":"表外表里","avatar":"https://static.tigerbbs.com/50a2fc512ee88c19f868552a6550c7e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3585519170265559","idStr":"3585519170265559"},"themes":[],"title":"B站能否避開死亡螺旋？","htmlText":"本文來自微信公衆號：表外表裏 （ID：excel-ers），作者：陳子儒 赫晉一，編輯：付曉玲 曹賓玲對鬧得沸沸揚揚的B站“停更潮”，資本市場不以爲然。可以看到，在恐慌情緒冒頭、B站股價連續下挫時，不少機構紛紛站出來表示，停更對B站的基本面影響有限。這樣邏輯的出發點，主要有兩個。一方面，針對此事，B站相關人士後續澄清表示：停更只是個別情況，相關表述嚴重失實。而對爭議的焦點——UP主的收入問題，B站對其的支持力度有目共睹：2022年年報顯示，年內收入分成達到91億，同比增長18%，遠高於收入增速的13%。如此真金白銀的扶持，創作者們怎麼會走呢。另一方面，B站商業化因爲短視頻Story Mode的出現，越來越有想象力。但事實真的是這樣嗎？可以看到，曾經也有很多平臺有類似想法——如瘋狂從知乎挖人、20億補貼創作者的悟空問答,不差錢、資源扶持武裝到頭髮絲的騰訊微視，但最終都以“慘淡”收場。覆盤它們或關張或糊的過程，核心矛盾在於寫手和KOL持續流失，用戶被分流，逐漸陷入“死亡螺旋”。由此來看，B站目前釋放的停更信號，可能不應該被輕輕放下。一、創作者持續流失，死亡螺旋的開始在沒落之前，微視的增長勢頭是這樣的：2013年上線3個月就超過微信，登上App Store免費排行榜第一名。一個月後的春節，日活超過4500萬人，總播放量超過一億次。但高光時刻沒維持多久，聚光燈下的主角就變成了美拍。可以看到，2014年5月美拍上線後，有着更讓人豔羨的下載量增長。形勢逆轉的原因，和彼時短視頻應用的共性問題有關——微視沒有濾鏡、模板和好玩的表情包，普通人很難通過手機拍出來好看的內容，創作熱情受限，更多是專業人士參與的PGC。而美拍一上來就把注意力放在“拍得好看”這件事上，MV模板和美顏濾鏡一經推出，就在年輕女性人羣中收穫衆多擁躉。微視的內容供給已然落後，更嚴峻的是已有的創作者陣地，也開始失守。早期的微視","listText":"本文來自微信公衆號：表外表裏 （ID：excel-ers），作者：陳子儒 赫晉一，編輯：付曉玲 曹賓玲對鬧得沸沸揚揚的B站“停更潮”，資本市場不以爲然。可以看到，在恐慌情緒冒頭、B站股價連續下挫時，不少機構紛紛站出來表示，停更對B站的基本面影響有限。這樣邏輯的出發點，主要有兩個。一方面，針對此事，B站相關人士後續澄清表示：停更只是個別情況，相關表述嚴重失實。而對爭議的焦點——UP主的收入問題，B站對其的支持力度有目共睹：2022年年報顯示，年內收入分成達到91億，同比增長18%，遠高於收入增速的13%。如此真金白銀的扶持，創作者們怎麼會走呢。另一方面，B站商業化因爲短視頻Story Mode的出現，越來越有想象力。但事實真的是這樣嗎？可以看到，曾經也有很多平臺有類似想法——如瘋狂從知乎挖人、20億補貼創作者的悟空問答,不差錢、資源扶持武裝到頭髮絲的騰訊微視，但最終都以“慘淡”收場。覆盤它們或關張或糊的過程，核心矛盾在於寫手和KOL持續流失，用戶被分流，逐漸陷入“死亡螺旋”。由此來看，B站目前釋放的停更信號，可能不應該被輕輕放下。一、創作者持續流失，死亡螺旋的開始在沒落之前，微視的增長勢頭是這樣的：2013年上線3個月就超過微信，登上App Store免費排行榜第一名。一個月後的春節，日活超過4500萬人，總播放量超過一億次。但高光時刻沒維持多久，聚光燈下的主角就變成了美拍。可以看到，2014年5月美拍上線後，有着更讓人豔羨的下載量增長。形勢逆轉的原因，和彼時短視頻應用的共性問題有關——微視沒有濾鏡、模板和好玩的表情包，普通人很難通過手機拍出來好看的內容，創作熱情受限，更多是專業人士參與的PGC。而美拍一上來就把注意力放在“拍得好看”這件事上，MV模板和美顏濾鏡一經推出，就在年輕女性人羣中收穫衆多擁躉。微視的內容供給已然落後，更嚴峻的是已有的創作者陣地，也開始失守。早期的微視","text":"本文來自微信公衆號：表外表裏 （ID：excel-ers），作者：陳子儒 赫晉一，編輯：付曉玲 曹賓玲對鬧得沸沸揚揚的B站“停更潮”，資本市場不以爲然。可以看到，在恐慌情緒冒頭、B站股價連續下挫時，不少機構紛紛站出來表示，停更對B站的基本面影響有限。這樣邏輯的出發點，主要有兩個。一方面，針對此事，B站相關人士後續澄清表示：停更只是個別情況，相關表述嚴重失實。而對爭議的焦點——UP主的收入問題，B站對其的支持力度有目共睹：2022年年報顯示，年內收入分成達到91億，同比增長18%，遠高於收入增速的13%。如此真金白銀的扶持，創作者們怎麼會走呢。另一方面，B站商業化因爲短視頻Story Mode的出現，越來越有想象力。但事實真的是這樣嗎？可以看到，曾經也有很多平臺有類似想法——如瘋狂從知乎挖人、20億補貼創作者的悟空問答,不差錢、資源扶持武裝到頭髮絲的騰訊微視，但最終都以“慘淡”收場。覆盤它們或關張或糊的過程，核心矛盾在於寫手和KOL持續流失，用戶被分流，逐漸陷入“死亡螺旋”。由此來看，B站目前釋放的停更信號，可能不應該被輕輕放下。一、創作者持續流失，死亡螺旋的開始在沒落之前，微視的增長勢頭是這樣的：2013年上線3個月就超過微信，登上App Store免費排行榜第一名。一個月後的春節，日活超過4500萬人，總播放量超過一億次。但高光時刻沒維持多久，聚光燈下的主角就變成了美拍。可以看到，2014年5月美拍上線後，有着更讓人豔羨的下載量增長。形勢逆轉的原因，和彼時短視頻應用的共性問題有關——微視沒有濾鏡、模板和好玩的表情包，普通人很難通過手機拍出來好看的內容，創作熱情受限，更多是專業人士參與的PGC。而美拍一上來就把注意力放在“拍得好看”這件事上，MV模板和美顏濾鏡一經推出，就在年輕女性人羣中收穫衆多擁躉。微視的內容供給已然落後，更嚴峻的是已有的創作者陣地，也開始失守。早期的微視","images":[{"img":"https://static.tigerbbs.com/8469ff294d6bf16128ecc48361e30c51","width":"1080","height":"460"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656637613","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":14,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656977182,"gmtCreate":1683329869047,"gmtModify":1683329869047,"author":{"id":"4094542091198970","authorId":"4094542091198970","name":"刘胜利2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094542091198970","idStr":"4094542091198970"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656977182","repostId":"656927192","repostType":1,"repost":{"id":656927192,"gmtCreate":1683292199018,"gmtModify":1683292199018,"author":{"id":"3571626201077704","authorId":"3571626201077704","name":"自由的交易员Andy","avatar":"https://static.tigerbbs.com/5b7859d7e2794c9e499fe1fa5476fa4f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571626201077704","idStr":"3571626201077704"},"themes":[],"title":"非農暗藏殺機呀？恆指空頭我歸位了。Netflix有點弱，18","htmlText":"\n 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要是跌了，找一找好空的個股吧","images":[{"img":"https://static.tigerbbs.com/1d625830d7f60312907f9d7a97d58375","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656927192","isVote":1,"tweetType":2,"object":{"id":"2acbaa3027f647d7bb6327aaa7c74036","tweetId":"656927192","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/38669fe7243791581966932887/jSmnwzDjluIA.mp4","poster":"https://static.tigerbbs.com/1d625830d7f60312907f9d7a97d58375"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656054785,"gmtCreate":1683242973149,"gmtModify":1683250851866,"author":{"id":"4094542091198970","authorId":"4094542091198970","name":"刘胜利2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094542091198970","idStr":"4094542091198970"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656054785","repostId":"656017343","repostType":1,"repost":{"id":656017343,"gmtCreate":1683196262394,"gmtModify":1683198389208,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头Stone","avatar":"https://static.tigerbbs.com/242aa40803bef9293cb83c26e2fd02cc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516096698306373","idStr":"3516096698306373"},"themes":[],"title":"2023Q1 高通財報分析，芯片產業衰退潮？","htmlText":"大家好，我是石頭。上次跟大家分析了AMD公司，今天跟大家分享一下 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 公司財報。高通是一家通訊公司，其中手機芯片業務爲大衆所知，根據2022年統計，高通芯片佔據手機市場的30%份額，10部手機就有3部手機是使用高通芯片。如果說美國超微公司（AMD）財報爆炸是因爲公司產品毫無亮點，受衆羣體有限，那麼高通公司財報足以間接證明目前手機市場的好壞。注：高通財報會計統計週期與自然年不同，財報中標記爲2023財年第二季度財報，爲了方便觀看和計算，我統一使用自然年計算方式，在後文中標記爲2023Q1與財年統計會出現不一致，請注意。本文存在較多專業術語和個人觀點，僅供希望學習如何閱讀財報的朋友們參考。如果看着頭疼或者只是想看實盤操作部分的朋友，可以關注公衆號 “石頭的投資筆記”。投資有風險，入市需謹慎。公司簡介高通公司的第一個產品和服務包括OmniTRACS衛星定位和傳訊服務，廣泛應用於長途貨運公司，和專門研究集成電路的無線電數字通信技術，譬如維特比解碼器。高通公司在CDMA技術的基礎上開發了一個數位蜂巢式通信技術，第一個版本被規範爲IS-95標準。後來開發的新產品使用同樣的主題，包括IS-2000和1x-EVDO。高通曾開發和銷售CDMA手機和CDMA基站設備。目前是全球二十大半導體廠商之一。作爲一項新興技術，CDMA、CDMA2000正迅速風靡全球並已佔據20%的無線市場。1994年至今，高通公司已向全球包括中國在內的衆多製造商提供了累計超過75億多枚芯片。高通公司的其他業務包括開發Globalstar衛星系統（與勞拉空間與通信公司的合資公司）、物聯網、車用電子、邊緣運算和一個合資企業在數字電影方面與彩色印片法。他還開發了BREW（Binary Runtime Environment fo","listText":"大家好，我是石頭。上次跟大家分析了AMD公司，今天跟大家分享一下 <a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> 公司財報。高通是一家通訊公司，其中手機芯片業務爲大衆所知，根據2022年統計，高通芯片佔據手機市場的30%份額，10部手機就有3部手機是使用高通芯片。如果說美國超微公司（AMD）財報爆炸是因爲公司產品毫無亮點，受衆羣體有限，那麼高通公司財報足以間接證明目前手機市場的好壞。注：高通財報會計統計週期與自然年不同，財報中標記爲2023財年第二季度財報，爲了方便觀看和計算，我統一使用自然年計算方式，在後文中標記爲2023Q1與財年統計會出現不一致，請注意。本文存在較多專業術語和個人觀點，僅供希望學習如何閱讀財報的朋友們參考。如果看着頭疼或者只是想看實盤操作部分的朋友，可以關注公衆號 “石頭的投資筆記”。投資有風險，入市需謹慎。公司簡介高通公司的第一個產品和服務包括OmniTRACS衛星定位和傳訊服務，廣泛應用於長途貨運公司，和專門研究集成電路的無線電數字通信技術，譬如維特比解碼器。高通公司在CDMA技術的基礎上開發了一個數位蜂巢式通信技術，第一個版本被規範爲IS-95標準。後來開發的新產品使用同樣的主題，包括IS-2000和1x-EVDO。高通曾開發和銷售CDMA手機和CDMA基站設備。目前是全球二十大半導體廠商之一。作爲一項新興技術，CDMA、CDMA2000正迅速風靡全球並已佔據20%的無線市場。1994年至今，高通公司已向全球包括中國在內的衆多製造商提供了累計超過75億多枚芯片。高通公司的其他業務包括開發Globalstar衛星系統（與勞拉空間與通信公司的合資公司）、物聯網、車用電子、邊緣運算和一個合資企業在數字電影方面與彩色印片法。他還開發了BREW（Binary Runtime Environment fo","text":"大家好，我是石頭。上次跟大家分析了AMD公司，今天跟大家分享一下 $高通(QCOM)$ 公司財報。高通是一家通訊公司，其中手機芯片業務爲大衆所知，根據2022年統計，高通芯片佔據手機市場的30%份額，10部手機就有3部手機是使用高通芯片。如果說美國超微公司（AMD）財報爆炸是因爲公司產品毫無亮點，受衆羣體有限，那麼高通公司財報足以間接證明目前手機市場的好壞。注：高通財報會計統計週期與自然年不同，財報中標記爲2023財年第二季度財報，爲了方便觀看和計算，我統一使用自然年計算方式，在後文中標記爲2023Q1與財年統計會出現不一致，請注意。本文存在較多專業術語和個人觀點，僅供希望學習如何閱讀財報的朋友們參考。如果看着頭疼或者只是想看實盤操作部分的朋友，可以關注公衆號 “石頭的投資筆記”。投資有風險，入市需謹慎。公司簡介高通公司的第一個產品和服務包括OmniTRACS衛星定位和傳訊服務，廣泛應用於長途貨運公司，和專門研究集成電路的無線電數字通信技術，譬如維特比解碼器。高通公司在CDMA技術的基礎上開發了一個數位蜂巢式通信技術，第一個版本被規範爲IS-95標準。後來開發的新產品使用同樣的主題，包括IS-2000和1x-EVDO。高通曾開發和銷售CDMA手機和CDMA基站設備。目前是全球二十大半導體廠商之一。作爲一項新興技術，CDMA、CDMA2000正迅速風靡全球並已佔據20%的無線市場。1994年至今，高通公司已向全球包括中國在內的衆多製造商提供了累計超過75億多枚芯片。高通公司的其他業務包括開發Globalstar衛星系統（與勞拉空間與通信公司的合資公司）、物聯網、車用電子、邊緣運算和一個合資企業在數字電影方面與彩色印片法。他還開發了BREW（Binary Runtime Environment fo","images":[{"img":"https://static.tigerbbs.com/39bb3aadcb04d359bc9c9ff9d29132f1","width":"962","height":"446"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656017343","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656054471,"gmtCreate":1683242934494,"gmtModify":1683250849506,"author":{"id":"4094542091198970","authorId":"4094542091198970","name":"刘胜利2021","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094542091198970","idStr":"4094542091198970"},"themes":[],"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/656054471","repostId":"656083479","repostType":1,"repost":{"id":656083479,"gmtCreate":1683198028293,"gmtModify":1683198065000,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"蔚來的藉口真多！","htmlText":"4月新能源汽車銷量出來了，蔚來又撲街了！從數據上看，蔚來月銷6658輛，同比增長31.2%，雖然數字上還過得去，但去年4月是上海疫情最嚴重的時候，彼時的月銷量剛好處於低谷，如果環比看，蔚來4月銷量下滑35.8%： 作爲最早上市的造車新勢力，蔚來也曾順風順水過，但自2022年後，蔚來的銷量就經常撲街。去年有疫情干擾，蔚來可以把銷量不及預期讓新冠背鍋，沒想到今年，蔚來又把銷量萎靡歸咎於車型升級換代。好吧，理由雖然過得去，但相比理想，蔚來的數據就沒好過。比如理想L7，交付第一個完整月就達到了1萬輛，而蔚來，不斷的推出新車型，但很難說哪一款有L7一樣出色的表現。總銷量上，理想4月份銷量達到25681輛，創歷史記錄：造車新勢力之一的小鵬，銷量上是最早掉隊的，但沒想到，4月份交付7079輛，超過了蔚來： 目前，小鵬的銷量雖然有觸底的意思，但很明顯，新車型G9的上市依然沒有火爆，目前，小鵬把賭注壓給了剛剛發佈的新車型G6，該車型將於二季度末交付，如果還撲街，對投資者的打擊恐怕是致命的。聊完造車新勢力，再看比亞迪，4月份銷售210295輛，同比增長98.3%： 雖然一個比亞迪吊打所有其他玩家，但是，環比看，比亞迪月銷量停留在20萬左右，已經連續4個月未能創出新高，到下半年，如果還不能突破，比亞迪的增速也將大幅放緩。有華爲加持的塞力斯，4月份一反往常，並未公佈月度銷量，但從此前幾個月的銷售數據來看，4月恐不樂觀。在港股上市的零跑，4月銷量8726輛，同比下滑4%，下滑幅度較之前大幅收窄，但距離上市前的銷量仍有較大差距： 極氪4月銷量8101輛，環比勢頭較好：沒有上市的哪吒，4月銷量11080輛，同比增長25.7%，主要是去年同期有疫情影響，銷量較低，對比去年底，哪吒的銷量依然低迷，凸顯新能源補貼退坡之後，對於大衆新能源車企的影響依然較大： 廣","listText":"4月新能源汽車銷量出來了，蔚來又撲街了！從數據上看，蔚來月銷6658輛，同比增長31.2%，雖然數字上還過得去，但去年4月是上海疫情最嚴重的時候，彼時的月銷量剛好處於低谷，如果環比看，蔚來4月銷量下滑35.8%： 作爲最早上市的造車新勢力，蔚來也曾順風順水過，但自2022年後，蔚來的銷量就經常撲街。去年有疫情干擾，蔚來可以把銷量不及預期讓新冠背鍋，沒想到今年，蔚來又把銷量萎靡歸咎於車型升級換代。好吧，理由雖然過得去，但相比理想，蔚來的數據就沒好過。比如理想L7，交付第一個完整月就達到了1萬輛，而蔚來，不斷的推出新車型，但很難說哪一款有L7一樣出色的表現。總銷量上，理想4月份銷量達到25681輛，創歷史記錄：造車新勢力之一的小鵬，銷量上是最早掉隊的，但沒想到，4月份交付7079輛，超過了蔚來： 目前，小鵬的銷量雖然有觸底的意思，但很明顯，新車型G9的上市依然沒有火爆，目前，小鵬把賭注壓給了剛剛發佈的新車型G6，該車型將於二季度末交付，如果還撲街，對投資者的打擊恐怕是致命的。聊完造車新勢力，再看比亞迪，4月份銷售210295輛，同比增長98.3%： 雖然一個比亞迪吊打所有其他玩家，但是，環比看，比亞迪月銷量停留在20萬左右，已經連續4個月未能創出新高，到下半年，如果還不能突破，比亞迪的增速也將大幅放緩。有華爲加持的塞力斯，4月份一反往常，並未公佈月度銷量，但從此前幾個月的銷售數據來看，4月恐不樂觀。在港股上市的零跑，4月銷量8726輛，同比下滑4%，下滑幅度較之前大幅收窄，但距離上市前的銷量仍有較大差距： 極氪4月銷量8101輛，環比勢頭較好：沒有上市的哪吒，4月銷量11080輛，同比增長25.7%，主要是去年同期有疫情影響，銷量較低，對比去年底，哪吒的銷量依然低迷，凸顯新能源補貼退坡之後，對於大衆新能源車企的影響依然較大： 廣","text":"4月新能源汽車銷量出來了，蔚來又撲街了！從數據上看，蔚來月銷6658輛，同比增長31.2%，雖然數字上還過得去，但去年4月是上海疫情最嚴重的時候，彼時的月銷量剛好處於低谷，如果環比看，蔚來4月銷量下滑35.8%： 作爲最早上市的造車新勢力，蔚來也曾順風順水過，但自2022年後，蔚來的銷量就經常撲街。去年有疫情干擾，蔚來可以把銷量不及預期讓新冠背鍋，沒想到今年，蔚來又把銷量萎靡歸咎於車型升級換代。好吧，理由雖然過得去，但相比理想，蔚來的數據就沒好過。比如理想L7，交付第一個完整月就達到了1萬輛，而蔚來，不斷的推出新車型，但很難說哪一款有L7一樣出色的表現。總銷量上，理想4月份銷量達到25681輛，創歷史記錄：造車新勢力之一的小鵬，銷量上是最早掉隊的，但沒想到，4月份交付7079輛，超過了蔚來： 目前，小鵬的銷量雖然有觸底的意思，但很明顯，新車型G9的上市依然沒有火爆，目前，小鵬把賭注壓給了剛剛發佈的新車型G6，該車型將於二季度末交付，如果還撲街，對投資者的打擊恐怕是致命的。聊完造車新勢力，再看比亞迪，4月份銷售210295輛，同比增長98.3%： 雖然一個比亞迪吊打所有其他玩家，但是，環比看，比亞迪月銷量停留在20萬左右，已經連續4個月未能創出新高，到下半年，如果還不能突破，比亞迪的增速也將大幅放緩。有華爲加持的塞力斯，4月份一反往常，並未公佈月度銷量，但從此前幾個月的銷售數據來看，4月恐不樂觀。在港股上市的零跑，4月銷量8726輛，同比下滑4%，下滑幅度較之前大幅收窄，但距離上市前的銷量仍有較大差距： 極氪4月銷量8101輛，環比勢頭較好：沒有上市的哪吒，4月銷量11080輛，同比增長25.7%，主要是去年同期有疫情影響，銷量較低，對比去年底，哪吒的銷量依然低迷，凸顯新能源補貼退坡之後，對於大衆新能源車企的影響依然較大： 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