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全都是我的苹果
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全都是我的苹果
全都是我的苹果
·
2021-12-03
$RLX科技(RLX)$
这波政策落地，短期利空，长期利好，虽然烟草税很高，利润会大降，但是长期来看，电子烟合法化营收会不断扩大，因为中国有着世界上数量最多的烟民。
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全都是我的苹果
全都是我的苹果
·
2021-11-26
$RLX科技(RLX)$
今晚确实刺激，很有可能多空双杀啊！
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全都是我的苹果
全都是我的苹果
·
2021-11-26
$RLX科技(RLX)$
老铁们，先研究下烟草的税率，你们就知道雾芯能不能赚钱了，现在还梭哈买进，牛
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全都是我的苹果
全都是我的苹果
·
2021-11-22
$RLX科技(RLX)$
又是拉稀的一天
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全都是我的苹果
全都是我的苹果
·
2021-08-09
$中芯国际(00981)$
屎一样的股票
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全都是我的苹果
全都是我的苹果
·
2021-02-18
**公司，公益都是假的，就TM为了圈钱
非常抱歉，此主贴已删除
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全都是我的苹果
全都是我的苹果
·
2021-02-09
$蔚来(NIO)$
都是机器人下单，蔚来的股票被庄玩烂了，全是100.75股，还看不出来吗
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全都是我的苹果
全都是我的苹果
·
2021-02-02
$蔚来(NIO)$
唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去
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全都是我的苹果
全都是我的苹果
·
2021-02-02
$蔚来(NIO)$
真TM恶心，都是100股，75股，自己电脑自动买卖，搞个篮子
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全都是我的苹果
全都是我的苹果
·
2021-02-02
搞笑的作者，蔚来是产量，销量都排到2个月后去了。这个都不懂还好意思发文章瞎说。
蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！
同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。
蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！
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href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>屎一样的股票","text":"$中芯国际(00981)$屎一样的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898310264","isVote":1,"tweetType":1,"viewCount":3122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384808832,"gmtCreate":1613634332626,"gmtModify":1613634332626,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"**公司，公益都是假的，就TM为了圈钱","listText":"**公司，公益都是假的，就TM为了圈钱","text":"**公司，公益都是假的，就TM为了圈钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384808832","repostId":"1153511887","repostType":4,"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383598026,"gmtCreate":1612883480565,"gmtModify":1703766344990,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"<a 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你怕啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314014009,"gmtCreate":1612280008401,"gmtModify":1703759893032,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去","text":"$蔚来(NIO)$唉，蔚来的盘子烂掉了，狗庄手上太多流通股了，价格随便搞来搞去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314014009","isVote":1,"tweetType":1,"viewCount":4355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315775047,"gmtCreate":1612278468589,"gmtModify":1703759838986,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真TM恶心，都是100股，75股，自己电脑自动买卖，搞个篮子","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>真TM恶心，都是100股，75股，自己电脑自动买卖，搞个篮子","text":"$蔚来(NIO)$真TM恶心，都是100股，75股，自己电脑自动买卖，搞个篮子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315775047","isVote":1,"tweetType":1,"viewCount":2432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315427226,"gmtCreate":1612273280465,"gmtModify":1703759662522,"author":{"id":"3536232062668489","authorId":"3536232062668489","name":"全都是我的苹果","avatar":"https://static.tigerbbs.com/14e2d84ccc30a9516778ef4f28ab5bfe","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536232062668489","authorIdStr":"3536232062668489"},"themes":[],"htmlText":"搞笑的作者，蔚来是产量，销量都排到2个月后去了。这个都不懂还好意思发文章瞎说。","listText":"搞笑的作者，蔚来是产量，销量都排到2个月后去了。这个都不懂还好意思发文章瞎说。","text":"搞笑的作者，蔚来是产量，销量都排到2个月后去了。这个都不懂还好意思发文章瞎说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315427226","repostId":"2108385487","repostType":2,"repost":{"id":"2108385487","kind":"news","pubTimestamp":1612268977,"share":"https://www.laohu8.com/m/news/2108385487?lang=&edition=full","pubTime":"2021-02-02 20:29","market":"us","language":"zh","title":"蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！","url":"https://stock-news.laohu8.com/highlight/detail?id=2108385487","media":"新能源汽车说","summary":"同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。","content":"<html><body><article><p>2月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。</p><p>同一天，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。</p><p>2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。</p><p>环比增幅大幅下降</p><p>2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。</p><p>和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。</p><p>高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。</p><p>增长瓶颈也许已经到来</p><p>新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。</p><p>质量问题是一道难以回避的坎</p><p>据统计，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.</p><p>数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。</p><p>蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。</p><p>写在最后：</p><p>近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 20:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b><strong>新能源汽车说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108385487","content_text":"2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。环比增幅大幅下降2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。增长瓶颈也许已经到来新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。质量问题是一道难以回避的坎据统计，特斯拉2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的理想汽车累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。写在最后：近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3556,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}