疯狂止损再追高的个人主页 - 老虎社区

疯狂止损再追高

疯狂止损再追高

个人简介：2020-7-20

IP属地：未知

59关注

368粉丝

2主题

0勋章

疯狂止损再追高

2021-01-12

账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑] [微笑] [微笑] $优步(UBER)$$Pinterest, Inc.(PINS)$$Snap Inc(SNAP)$EA PLTR SWKS TAL

疯狂止损再追高

2021-01-01

$哔哩哔哩(BILI)$机构就是趁着这个晚会收割一波，还是老样子哈哈哈

疯狂止损再追高

2020-12-14

$哔哩哔哩(BILI)$开始做空

疯狂止损再追高

2020-12-03

$Sea Ltd(SE)$ 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了

疯狂止损再追高

2020-12-01

$Netflix, Inc.(NFLX)$ 狗庄死出来，控尼玛的盘

疯狂止损再追高

2020-12-01

$Jumia Technologies AG(JMIA)$能进吗？大家看到多少

疯狂止损再追高

2020-11-24

$小牛电动(NIU)$ 26抄底

疯狂止损再追高

2020-11-21

哈哈我也看到了懵了，3流媒体

蔚来，小鹏，理想哪家好？收好这份最全对比

疯狂止损再追高

2020-11-21

$京东(JD)$ 机构在慢慢筹码，下周要拉起来了

疯狂止损再追高

2020-11-16

**媒体，以前的也要翻出来

京东Q3财报亮眼，未来五年技术服务将成增长动力

疯狂止损再追高

2020-11-09

$京东(JD)$ 京东的朋友们，相信自己，坚定看好！京东不够优秀吗？

疯狂止损再追高

2020-11-05

$京东(JD)$ 阿里成绩不好，关你玛京东啥事，跟着抛的人是傻子吗？很明显京东和拼多多抢占了阿里的份额啊，利好

疯狂止损再追高

2020-10-29

$Pinterest, Inc.(PINS)$ 给老子使劲爬把我这一周吐回去的还来！

疯狂止损再追高

2020-10-29

$Snap Inc(SNAP)$ 今天是我不对，给骗下车了，大哥，明天再涨好吗？

疯狂止损再追高

2020-10-26

$小鹏汽车(XPEV)$20以内不用卖，大家守好自己的持仓了

疯狂止损再追高

2020-10-22

$小鹏汽车(XPEV)$ 狗庄给我死出来

疯狂止损再追高

2020-10-21

$小鹏汽车(XPEV)$我不玩了，还钱

疯狂止损再追高

2020-10-21

$纳斯达克(.IXIC)$美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国

疯狂止损再追高

2020-10-20

$优信(UXIN)$你已经长大了，该自己学会起飞了

疯狂止损再追高

2020-10-20

$小鹏汽车(XPEV)$关灯吃面

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3533099874173748,"uuid":"3533099874173748","gmtCreate":1570005852252,"gmtModify":1596766583096,"name":"疯狂止损再追高","pinyin":"fkzszzgfengkuangzhisunzaizhuigao","introduction":"","introductionEn":"","signature":"2020-7-20","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","hatId":"nio_head_frame","hatName":"蔚来头像框","vip":1,"status":2,"fanSize":368,"headSize":59,"tweetSize":37,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.11%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":332581695,"gmtCreate":1610435349917,"gmtModify":1703744261853,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>EA&nbsp; PLTR&nbsp; SWKS&nbsp; TAL","listText":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>EA&nbsp; PLTR&nbsp; SWKS&nbsp; TAL","text":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑] [微笑] [微笑] $优步(UBER)$$Pinterest, Inc.(PINS)$$Snap Inc(SNAP)$EA PLTR SWKS TAL","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/332581695","isVote":1,"tweetType":1,"viewCount":6497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541408035989585","authorId":"3541408035989585","name":"一枚小可爱","avatar":"https://static.tigerbbs.com/9b6d80ce24c33604a9686ce562a1cacb","crmLevel":5,"crmLevelSwitch":0},"content":"全仓uber","text":"全仓uber","html":"全仓uber"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331371325,"gmtCreate":1609435668467,"gmtModify":1703739492720,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>机构就是趁着这个晚会收割一波，还是老样子哈哈哈","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>机构就是趁着这个晚会收割一波，还是老样子哈哈哈","text":"$哔哩哔哩(BILI)$机构就是趁着这个晚会收割一波，还是老样子哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331371325","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394029469,"gmtCreate":1607896649751,"gmtModify":1703849965888,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>开始做空","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>开始做空","text":"$哔哩哔哩(BILI)$开始做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/394029469","isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396927679,"gmtCreate":1607010413291,"gmtModify":1703845982312,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","text":"$Sea Ltd(SE)$ 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396927679","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398370698,"gmtCreate":1606834974914,"gmtModify":1703844790671,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> 狗庄死出来，控尼玛的盘","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a> 狗庄死出来，控尼玛的盘","text":"$Netflix, Inc.(NFLX)$ 狗庄死出来，控尼玛的盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398370698","isVote":1,"tweetType":1,"viewCount":1546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398924214,"gmtCreate":1606818817038,"gmtModify":1703844625217,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>能进吗？大家看到多少","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>能进吗？大家看到多少","text":"$Jumia Technologies AG(JMIA)$能进吗？大家看到多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/398924214","isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399585942,"gmtCreate":1606149095286,"gmtModify":1703841254280,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a> 26抄底","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIU\">$小牛电动(NIU)$</a> 26抄底","text":"$小牛电动(NIU)$ 26抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399585942","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399397813,"gmtCreate":1605927151632,"gmtModify":1703840514559,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哈哈我也看到了懵了，3流媒体","listText":"哈哈我也看到了懵了，3流媒体","text":"哈哈我也看到了懵了，3流媒体","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399397813","repostId":"1159204067","repostType":4,"repost":{"id":"1159204067","pubTimestamp":1605860073,"share":"https://www.laohu8.com/m/news/1159204067?lang=&edition=full","pubTime":"2020-11-20 16:14","market":"us","language":"zh","title":"蔚来，小鹏，理想哪家好？收好这份最全对比","url":"https://stock-news.laohu8.com/highlight/detail?id=1159204067","media":"华尔街见闻","summary":"随着三季度理想和小鹏相继上市，中国的三家造车新势力股价一路高涨，10月以来蔚来、理想和小鹏三只股票涨幅均超100%。\n如果把时间轴拉长，三家造车新势力表现令人瞩目。理想自7月30日上市以来，股价累计上","content":"<p>随着三季度理想和小鹏相继上市，中国的三家造车新势力股价一路高涨，10月以来<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想和小鹏三只股票涨幅均超100%。</p>\n<p>如果把时间轴拉长，三家造车新势力表现令人瞩目。理想自7月30日上市以来，股价累计上涨219%；小鹏8月27日上市以来，股价累计上涨220%；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>今年以来股价的涨幅达到了惊人的1100%。</p>\n<p><img src=\"https://static.tigerbbs.com/fd16f56fe0356c73ec97471164f9ac28\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>股价上涨的背后，是市场需求的大幅增长。</p>\n<p>中国汽车工业协会报告显示，10月新能源市场表现尤为突出，本年度第4次刷新当月历史记录。10月新能源汽车销售16万辆，同比增长达104.5%，环比增速13.9%。其中，新能源乘用车销售达到14.8万辆，同比增速达113.3%——这其中，纯电动车增速更为迅猛，同比增速达到128.8%，销售量达到12.2万辆。</p>\n<p>销量大增也带动新能源汽车企业业绩大幅提升。国家统计局公布的最新数据显示，10月汽车产量增长11.1%，其中新能源汽车大增94.1%。</p>\n<p><b>造车新势力黎明已至</b></p>\n<p><a href=\"https://laohu8.com/S/601901\">方正证券</a>在最新研报中从三季度收入、盈利、现金流、产品定位、产能、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶技术等方方面面横向和纵向对比了三家造车新势力的发展，认为造车新势力的黎明已经到来。</p>\n<p>这份题为《造车新势力三季报总结：黎明已至，预计全年收入高速增长》的报告表示，受益于整车销量高增长，以及补贴大幅退坡加速行业低端产能退出，竞争力更强、服务更好的造车新势力持续发力。</p>\n<p><b>20Q3三个造车新势力单季总收入90.3亿元，环比增长达44.3%；</b>预计Q4营收将持续增长，蔚来、小鹏、理想四季度预期营收分别为63.5、22.0、32.5 亿元。</p>\n<p><b>交付数据也持续高增，方正预计造车新势力交付量全年合计占总新能车销量比例超10%。</b></p>\n<blockquote>\n 蔚来10月交付量为5055辆，环比增长7.4%，M1-M10交付量为31430 辆；\n</blockquote>\n<blockquote>\n 小鹏10月交付量为3040辆，环比下降12.6%，M1-M10交付量为17117 辆；\n</blockquote>\n<blockquote>\n 理想10月交付量为 3692，M1-M10交付量为21852辆，环比增长5.4%。\n</blockquote>\n<p><b>虽然各公司离整体盈利仍有差距，但随着规模效应的优势凸显，毛利提升势头强劲。</b></p>\n<blockquote>\n 其中小鹏Q3毛利率4.6%，首次转正；理想Q3毛利率19.8%，连续三季度提升；蔚来Q3毛利率12.9%，环比提升4.5个pct。\n</blockquote>\n<p><b>除了收入和盈利两个指标外，三家造车新势力的经营性现金流均大幅改善。</b></p>\n<blockquote>\n 蔚来20H1 经营性现金流净流出收窄至5.2亿元；\n</blockquote>\n<blockquote>\n 小鹏20H1经营性现金流净流出为12.1亿元；\n</blockquote>\n<blockquote>\n 理想经营性现金流于20Q2转正，Q3持续扩大。\n</blockquote>\n<p><b>从产品上来看，三家造车新势力侧重不同的细分市场，但是不约而同的都在由代工厂向自建工厂转型，提升产品质量的管控能力。</b></p>\n<blockquote>\n 蔚来：走高端路线，产品为纯电动，SUV类型车，百公里加速时间最短；蔚来由江淮工厂合作建厂生产，目前在规划上海第二工厂，预计2022年产能达25万辆。\n</blockquote>\n<blockquote>\n 理想：价格次之，为增程式驱动，SUV类型车，百公里加速排在第二；理想自建常州工厂预计 2022年扩产至20万辆。\n</blockquote>\n<blockquote>\n 小鹏：价格最亲民，产品为纯电动，有一款三厢轿车，百公里加速排第三；小鹏自建肇庆工厂年产能达10万辆，代工厂郑州海马年产能达15万辆，自建广州工厂已经开工预计2022年建成，建成后完全由自建厂房生产。\n</blockquote>\n<p><b>从<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶技术上看，三家都在从依赖供应商转向自主研发。</b>方正预计，未来三年新势力将会逐步加大自主研发的力度，建立全栈软件开发能力。</p>\n<p><i>以下是<a href=\"https://laohu8.com/S/601901\">方正证券</a>对三家造车新势力的具体分析：</i></p>\n<blockquote>\n <b>蔚来：指引营收超150亿，第四款车型发布在即收入提升较快，成本控制效果显著。</b>20Q3 蔚来营业收入45.3亿元，同比增加146.4%，环比增长21.7%，汽车交付量提升较快，Q3交付量达1.2万辆，同比增长154.3%，环比增加18.2%；Q3毛利润显著增加，亏损较Q2收窄44.4％，主要由于公司Q3运营优化和费用控制及疫情期间加强成本控制措施效果显著。\n <img src=\"https://static.tigerbbs.com/5c0e99b7ea8b065a1bc33dbb1549242b\" tg-width=\"855\" tg-height=\"482\">\n <b>交付量增长迅速，再创历史新高。</b>蔚来10月交付量达 5,055 辆，同比增长100.12%。蔚来 Q3 共交付12,206 辆，同比增长154.34%，Q3交付量创历史新高。江淮工厂月产量约5000 辆，蔚来品牌的第4款车型也将于江淮工厂投产，预计Q4交付量有望达10,000 辆。\n <img src=\"https://static.tigerbbs.com/a770ec6f9fdbaa0be3bad8c8d8de2d23\" tg-width=\"855\" tg-height=\"380\">\n <b>定位高端市场，差异化确立竞争优势。</b>蔚来车型走高端路线，以马力足、续航持久、空间充足为特点。各车型百公里加速均在5秒以内，最大功率达400kW，售价在40万元及以上。\n <img src=\"https://static.tigerbbs.com/51d9a0114bd5fe3de5b7c01743f270cf\" tg-width=\"854\" tg-height=\"445\">\n <b>智能软件支持多功能，自动驾驶居行业领先水平。</b>蔚来汽车智软件NIO OS具有自动辅助驾驶系统NIO Pilo，智能助手NOMI，音频版的蔚来社区-NIO Radio等功能；NIO Pilot达到了L2 自动驾驶级别，与特斯科拉的Autopilot自动驾驶系统类似。NIO Pilot由12个超声波传感器、5个毫米波雷达、1个前向三目摄像头、4个环视摄像头、以及一个驾驶状态监测摄像头组成；NOMI的语音技术得到了<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>的支持；NIO Radio为蔚来和用户沟通的重要平辆；同时还接入了QQ音乐、喜马拉雅FM、<a href=\"https://laohu8.com/S/BIDU\">百度</a>地图等常用的应用，并进行专门的应用级优化。\n</blockquote>\n<blockquote>\n <b>毛利率改善，费用率下行，净利率稳步上升。</b>公司毛利率有较大提升， 20Q2毛利率首次转正，20Q3毛利率达12.9%，环比增长4.5pct，主要由于交付量稳步提升和成本控制能力增强； Q3 费用率控制好，研发费率及销售费率分别降至13.1%和 20.8%，环比分别下降1.6pct和 4.4pct，总体呈下降态势；Q3净利率为-23.13%，环比增长8.5pct，未来仍有继续向上空间。\n <img src=\"https://static.tigerbbs.com/27a2b1774724e5df2fa8e40ca1fe0140\" tg-width=\"871\" tg-height=\"328\">\n <b>研发投入持续增加，设计开发费用占比高。</b>公司研发投入逐年增加，19年总投入达44.3亿元，同比增长10.8%，其中设计开发费和员工薪酬占比较高，19年分别为46.1%和45.3%；设计开发费用维持高增速，19年同比增速达11.7%； 公司维持高研发投入，注重技术创新。\n <img src=\"https://static.tigerbbs.com/0af22f8a30df588692c5d2154a1a879d\" tg-width=\"576\" tg-height=\"339\">\n <b>资产结构大幅改善，资产流动性增强。</b>20Q3流动性资产达263.3亿元，同比增长275.5%，环比增长74.5%，流动性资产总量大幅提升；Q3货币资金占比、短期投资占比分别为73.4%、10.3%。\n <img src=\"https://static.tigerbbs.com/9e48a04c0b4c697c30d5081709ea7158\" tg-width=\"870\" tg-height=\"333\">\n <b>负债稳定，长期借款为主。</b>20Q3总负债为202.2亿元，环比减少10.6%，债务主要来源于长期借款；长期借贷、应付账款及票据占比分别为33.5%、24.4%。\n <img src=\"https://static.tigerbbs.com/57bd5ae0669ac815d93f024c6638b6c1\" tg-width=\"848\" tg-height=\"327\">\n <b>产能持续扩张，自建工厂已开始规划。</b>公司由合作工厂向自建工厂转型，公司目前主要依托江淮工厂生产，年产能为15万辆；目前蔚来正在规划上海第二工厂，预计2022年满产年产能达25万辆。\n <img src=\"https://static.tigerbbs.com/d88142a1eafb2d2b354410d4dedc5c3a\" tg-width=\"846\" tg-height=\"223\">\n <b>小鹏：毛利首次转正，加大投入自建工厂营收创历史新高，公司首次扭亏为盈。</b>公司Q3营业收入19.9亿元，同比增长342.5%，环比增长236.9%，20 Q1-Q3营业收入约29.9亿元，同比增长78.0%，主要由于汽车交付量持续增长；Q3交付量达8578辆，同比增长71.6%；毛利润达0.9亿元，公司首次扭亏为盈；广州制造基地开始动工，预计2022年建成，年产能10万辆。\n <img src=\"https://static.tigerbbs.com/1302cb1832970f71f2fadc5cbd86d924\" tg-width=\"845\" tg-height=\"425\">\n <b>交付量小幅减少，预计Q4恢复增长。</b>10月交付量达3040 辆，较上月小幅下降，环比减少 12.6%，20M1-M10总销量达17117辆，预计未来交付量将维持高位。\n <img src=\"https://static.tigerbbs.com/cadb4efa9e2fa16a619549ec6af9d6f1\" tg-width=\"865\" tg-height=\"437\"><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>型号分为P7和G3，标准版（P7 智行版、G3智享46i）售价分别为16.98、25.49万元，G3较P7性能更为优越，续航 706km、百公里加速6.7秒、最大功率196kW。\n <img src=\"https://static.tigerbbs.com/fd230942664c3def63d6be521df95368\" tg-width=\"860\" tg-height=\"700\">\n <b>智能系统支持多场景应用，手机APP实现智能化联动。</b><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>智能软件系统Xmart OS具有语音助手“小P”、OTA平辆、APP远程操控、智能导航功能。语音助手“小P”使用触控+语音的方式对用户使用习惯进行引导过度，致力于用自然的语音交互完全替代传统的车机操作；整车OTA通过“全语音车载系统”以及整个软硬件和底层架构打通，将这种“开放可能性”延伸到了未来更多元、更个性的用车场景中。手机下载小鹏汽车APP连接，即可实现远程操控车辆，可使用手机控制空调、车窗的开闭、寻车和查找充电桩，遥控摄像头查看车周边环境等。智能导航配备的是高德定制地图，数据储备丰富定位精准，并且能显示小鹏汽车超级充电桩的位置，此外，这块中控屏幕还能与液晶仪表实现智能化联动，同步显示行车、导航即娱乐等方面的信息。\n</blockquote>\n<blockquote>\n <b>毛利率首次转正，费用率管控良好，净利率亏损收窄。</b>Q3毛利率为4.6%，环比增长7.4pct，首次由负转正；研发费用率和销售、行政及一般费率分别为13.3%、13.6%，环比分别减少 50.0pct，66.0pct，费用率自20年来维持下降趋势；净利率为-57.5%，相比H1亏损大幅收窄。\n <img src=\"https://static.tigerbbs.com/5eee5e1f1072d86b7a11712903076155\" tg-width=\"871\" tg-height=\"665\">\n <b>流动性资产显著增加，流动资金近80%。</b>Q3 流动资金大幅增加，主要由于交付量增加迅速而获得流动性资金；货币资金、短期投资占比分别为52%、25%。\n <img src=\"https://static.tigerbbs.com/c31a6baff9c08ea1c4b53b8608bccaaa\" tg-width=\"850\" tg-height=\"286\">\n <b>负债稳定，应付账款占比较高。</b>Q3负债总额达80.7亿元，公司订单量增加导致负债同比大幅增长；公司应付账款及长期借款占比较大，分别为43.3%、20.7%。公司20H1资本支出为5.2亿元，较去年同期明显减少，近期公司与广州政府签署合作协议，年产10万辆汽车的广州智造基地已经开工，预计未来公司资本性支出将回归高位。\n <img src=\"https://static.tigerbbs.com/8165317602988a6e1e209272eed2f4e5\" tg-width=\"563\" tg-height=\"364\">\n <b>产能加速扩张，广州基地已开始建设。</b>公司现有两处生产基地，分别为海马汽车代工厂和自建肇庆工厂； 2017年与海马代工厂签署合作协议，主要代工生产小鹏G3；肇庆工厂一期项目产能规划为10万辆/年，并在2020年3月底进入批量生产；广州制造基地已经破土动工，预计2022年建成，年产能达10万辆。\n</blockquote>\n<blockquote>\n <b>市场高度景气，渗透率有望加速提升。</b>10月小鹏汽车渗透率达2.3%，市场需求持续扩大，随着公司未来产能进一步扩张，未来仍有较大向上渗透空间。\n <img src=\"https://static.tigerbbs.com/27c667d18cbf70658757f296dc5a6822\" tg-width=\"844\" tg-height=\"405\">\n <b>理想：短期仍坚持增程式，召回未影响新订单收入提升较快，交付量新高。</b>20Q3理想营业收入25.11亿元，环比增长28.94%，汽车交付量提升较快，Q3理想ONE 交付量达8660辆，环比增长31.13%；<a href=\"https://laohu8.com/S/LI\">理想汽车</a>20Q1产生收入，目前仍处于亏损阶段，其中20Q3营业利润-1.8亿元，主要由于公司仍处于产能建设周期和线下渠道扩张期。\n <img src=\"https://static.tigerbbs.com/f01751509090aa97f96b1ecd16f8e13f\" tg-width=\"843\" tg-height=\"779\">\n <b>理想ONE定位中高端SUV，</b>标准版（增程6座）售价为32.8万元，续航180km、百公里加速6.5秒、最大功率240kW。\n</blockquote>\n<blockquote>\n <b>智能系统持续升级，软件功能齐全。</b><a href=\"https://laohu8.com/S/LI\">理想汽车</a>智能操作系统Li OS具有包括整车控制、自动驾驶等功能，目前正在研发推进中。研发系统的思路也参照了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：第一代产品完成了终端，第二代产品实现了自己的硬件集成和实时操作系统，第三代产品做到了自己的芯片。理想汽车计划在研发第二代产品的路线上，自主掌握实时操作系统。目前理想ONE软件系统配备了大量的智能应用，具备在线听歌、追剧及导航一应俱全，目前已经上线了<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>视频、喜马拉雅有声读物、理想音乐、FM (电辆)、高德地图、<a href=\"https://laohu8.com/S/00700\">腾讯</a>地图、声控游戏等功能。\n</blockquote>\n<blockquote>\n <b>毛利率改善，费用率稳定。</b>公司毛利率有较好提升，20Q3环比增加6.4%，主要由于上游材料降价和规模化效应带来成本下降，未来仍有继续向上空间；费用率20Q1以来控制较好，三季度略有提升，主要由于公司对员工股权激励和授予股票期权，导致20Q3净利率小幅下降。\n <img src=\"https://static.tigerbbs.com/1adb637475e8ea67db4f320641c7b3a4\" tg-width=\"859\" tg-height=\"622\">\n <b>研发投入中设计开发费超50%，</b>公司19年研发费用达 6.0亿元，同比增长42.4%，其中设计开发费用和员工薪酬占研发费用比重最高，分别达51.6%和39.5%。\n <img src=\"https://static.tigerbbs.com/bd22ccb79360b936ab1d4e7541da3ce7\" tg-width=\"575\" tg-height=\"379\">\n <b>公司资产流动性大幅改善。</b>相比2019下半年及2020上半年，2020年Q3流动性资产总量增幅明显，为205.77亿元，同比增幅292.70%，主要由于公司IPO的完成和定向增发的进行。在20Q3 财报中显示，定期存款及其他短期投资、货币资金、存货、受限制现金占比分别为 58.83%、31.45%、4.20%、1.65%。\n <img src=\"https://static.tigerbbs.com/441d5e7587bb44ddb862901f1d065216\" tg-width=\"860\" tg-height=\"306\">\n <b>负债稳定，主要为应付账款。</b>2020 年Q3 负债总量为50.52亿元，环比下降2.6亿元，2020 年以来订单量增加，公司加进投入和生产，负债较2019年有所增加，其中应付账款及票据是主要债务来源，应付账款及票据、长期借贷占比分别为41.0%、10.0%。\n <img src=\"https://static.tigerbbs.com/8ada838a8224c0c7411ada0796878196\" tg-width=\"860\" tg-height=\"314\">\n <b>投资力度大幅提升。</b>20Q3公司投资活动现金流支出大增98.8亿元，未公布具体项目额度，相比前面多个报告期增长较大，业务扩张将加速。\n <img src=\"https://static.tigerbbs.com/d202e2c1ec70c002f11c29f084b254a4\" tg-width=\"570\" tg-height=\"373\">\n <b>代工厂向自建工厂转型，带来更低的成本和更有效的产品质量控制。</b>公司现有一处自建工厂，江苏常州制造工厂。与其他新势力采用OEM代工的方式不同，工厂于2019年完工，此时理想汽车已成立4年。该工厂具备了冲压、焊装、涂装和总装四大车间，一条路测场地。一期年产能达10万辆，预计未来年产能可达20万辆。\n <img src=\"https://static.tigerbbs.com/f229774bddb5457ffdc23c19a86c51f1\" tg-width=\"851\" tg-height=\"151\">\n <b>订单增速未受召回影响，</b>理想汽车占新能源车销量稳定3%，车辆召回占总销量比率达46%。11月7日起，公司宣布大规模召回生产日期在2019年11月14日至2020年6月1日的理想ONE电动汽车，共计10469辆。截止2020年10月，公司总交付量不到 2.3万辆，召回占比接近公司总交付量的一半。从宣布召回至今，公司订单量并未受到明显影响，新增订单增速与召回前保持一致。\n <img src=\"https://static.tigerbbs.com/34654ae7ad1f2bf46ba9d59e3a07690d\" tg-width=\"557\" tg-height=\"370\">\n <b>理想占比稳定，未来仍有向上渗透空间。</b>7月全<a href=\"https://laohu8.com/S/600617\">国新能源</a>乘用车回暖以来，理想的销量占全国销量的比例稳定维持在3%左右，公司的服务和驾乘体验更好，向上渗透空间大。\n <img src=\"https://static.tigerbbs.com/14f766e7257d6964989c11181d57b86b\" tg-width=\"848\" tg-height=\"409\">\n</blockquote>","source":"highlight_wallstreetcn","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，理想哪家好？收好这份最全对比</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来，小鹏，理想哪家好？收好这份最全对比\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-20 16:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3611055><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着三季度理想和小鹏相继上市，中国的三家造车新势力股价一路高涨，10月以来蔚来、理想和小鹏三只股票涨幅均超100%。\n如果把时间轴拉长，三家造车新势力表现令人瞩目。理想自7月30日上市以来，股价累计上涨219%；小鹏8月27日上市以来，股价累计上涨220%；蔚来今年以来股价的涨幅达到了惊人的1100%。\n\n股价上涨的背后，是市场需求的大幅增长。\n中国汽车工业协会报告显示，10月新能源市场表现尤为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3611055\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd3f944cb946cded615557bb29da37d8","relate_stocks":{"LI":"理想汽车","NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"https://wallstreetcn.com/articles/3611055","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1159204067","content_text":"随着三季度理想和小鹏相继上市，中国的三家造车新势力股价一路高涨，10月以来蔚来、理想和小鹏三只股票涨幅均超100%。\n如果把时间轴拉长，三家造车新势力表现令人瞩目。理想自7月30日上市以来，股价累计上涨219%；小鹏8月27日上市以来，股价累计上涨220%；蔚来今年以来股价的涨幅达到了惊人的1100%。\n\n股价上涨的背后，是市场需求的大幅增长。\n中国汽车工业协会报告显示，10月新能源市场表现尤为突出，本年度第4次刷新当月历史记录。10月新能源汽车销售16万辆，同比增长达104.5%，环比增速13.9%。其中，新能源乘用车销售达到14.8万辆，同比增速达113.3%——这其中，纯电动车增速更为迅猛，同比增速达到128.8%，销售量达到12.2万辆。\n销量大增也带动新能源汽车企业业绩大幅提升。国家统计局公布的最新数据显示，10月汽车产量增长11.1%，其中新能源汽车大增94.1%。\n造车新势力黎明已至\n方正证券在最新研报中从三季度收入、盈利、现金流、产品定位、产能、智能驾驶技术等方方面面横向和纵向对比了三家造车新势力的发展，认为造车新势力的黎明已经到来。\n这份题为《造车新势力三季报总结：黎明已至，预计全年收入高速增长》的报告表示，受益于整车销量高增长，以及补贴大幅退坡加速行业低端产能退出，竞争力更强、服务更好的造车新势力持续发力。\n20Q3三个造车新势力单季总收入90.3亿元，环比增长达44.3%；预计Q4营收将持续增长，蔚来、小鹏、理想四季度预期营收分别为63.5、22.0、32.5 亿元。\n交付数据也持续高增，方正预计造车新势力交付量全年合计占总新能车销量比例超10%。\n\n 蔚来10月交付量为5055辆，环比增长7.4%，M1-M10交付量为31430 辆；\n\n\n 小鹏10月交付量为3040辆，环比下降12.6%，M1-M10交付量为17117 辆；\n\n\n 理想10月交付量为 3692，M1-M10交付量为21852辆，环比增长5.4%。\n\n虽然各公司离整体盈利仍有差距，但随着规模效应的优势凸显，毛利提升势头强劲。\n\n 其中小鹏Q3毛利率4.6%，首次转正；理想Q3毛利率19.8%，连续三季度提升；蔚来Q3毛利率12.9%，环比提升4.5个pct。\n\n除了收入和盈利两个指标外，三家造车新势力的经营性现金流均大幅改善。\n\n 蔚来20H1 经营性现金流净流出收窄至5.2亿元；\n\n\n 小鹏20H1经营性现金流净流出为12.1亿元；\n\n\n 理想经营性现金流于20Q2转正，Q3持续扩大。\n\n从产品上来看，三家造车新势力侧重不同的细分市场，但是不约而同的都在由代工厂向自建工厂转型，提升产品质量的管控能力。\n\n 蔚来：走高端路线，产品为纯电动，SUV类型车，百公里加速时间最短；蔚来由江淮工厂合作建厂生产，目前在规划上海第二工厂，预计2022年产能达25万辆。\n\n\n 理想：价格次之，为增程式驱动，SUV类型车，百公里加速排在第二；理想自建常州工厂预计 2022年扩产至20万辆。\n\n\n 小鹏：价格最亲民，产品为纯电动，有一款三厢轿车，百公里加速排第三；小鹏自建肇庆工厂年产能达10万辆，代工厂郑州海马年产能达15万辆，自建广州工厂已经开工预计2022年建成，建成后完全由自建厂房生产。\n\n从智能驾驶技术上看，三家都在从依赖供应商转向自主研发。方正预计，未来三年新势力将会逐步加大自主研发的力度，建立全栈软件开发能力。\n以下是方正证券对三家造车新势力的具体分析：\n\n蔚来：指引营收超150亿，第四款车型发布在即收入提升较快，成本控制效果显著。20Q3 蔚来营业收入45.3亿元，同比增加146.4%，环比增长21.7%，汽车交付量提升较快，Q3交付量达1.2万辆，同比增长154.3%，环比增加18.2%；Q3毛利润显著增加，亏损较Q2收窄44.4％，主要由于公司Q3运营优化和费用控制及疫情期间加强成本控制措施效果显著。\n \n交付量增长迅速，再创历史新高。蔚来10月交付量达 5,055 辆，同比增长100.12%。蔚来 Q3 共交付12,206 辆，同比增长154.34%，Q3交付量创历史新高。江淮工厂月产量约5000 辆，蔚来品牌的第4款车型也将于江淮工厂投产，预计Q4交付量有望达10,000 辆。\n \n定位高端市场，差异化确立竞争优势。蔚来车型走高端路线，以马力足、续航持久、空间充足为特点。各车型百公里加速均在5秒以内，最大功率达400kW，售价在40万元及以上。\n \n智能软件支持多功能，自动驾驶居行业领先水平。蔚来汽车智软件NIO OS具有自动辅助驾驶系统NIO Pilo，智能助手NOMI，音频版的蔚来社区-NIO Radio等功能；NIO Pilot达到了L2 自动驾驶级别，与特斯科拉的Autopilot自动驾驶系统类似。NIO Pilot由12个超声波传感器、5个毫米波雷达、1个前向三目摄像头、4个环视摄像头、以及一个驾驶状态监测摄像头组成；NOMI的语音技术得到了科大讯飞的支持；NIO Radio为蔚来和用户沟通的重要平辆；同时还接入了QQ音乐、喜马拉雅FM、百度地图等常用的应用，并进行专门的应用级优化。\n\n\n毛利率改善，费用率下行，净利率稳步上升。公司毛利率有较大提升， 20Q2毛利率首次转正，20Q3毛利率达12.9%，环比增长4.5pct，主要由于交付量稳步提升和成本控制能力增强； Q3 费用率控制好，研发费率及销售费率分别降至13.1%和 20.8%，环比分别下降1.6pct和 4.4pct，总体呈下降态势；Q3净利率为-23.13%，环比增长8.5pct，未来仍有继续向上空间。\n \n研发投入持续增加，设计开发费用占比高。公司研发投入逐年增加，19年总投入达44.3亿元，同比增长10.8%，其中设计开发费和员工薪酬占比较高，19年分别为46.1%和45.3%；设计开发费用维持高增速，19年同比增速达11.7%； 公司维持高研发投入，注重技术创新。\n \n资产结构大幅改善，资产流动性增强。20Q3流动性资产达263.3亿元，同比增长275.5%，环比增长74.5%，流动性资产总量大幅提升；Q3货币资金占比、短期投资占比分别为73.4%、10.3%。\n \n负债稳定，长期借款为主。20Q3总负债为202.2亿元，环比减少10.6%，债务主要来源于长期借款；长期借贷、应付账款及票据占比分别为33.5%、24.4%。\n \n产能持续扩张，自建工厂已开始规划。公司由合作工厂向自建工厂转型，公司目前主要依托江淮工厂生产，年产能为15万辆；目前蔚来正在规划上海第二工厂，预计2022年满产年产能达25万辆。\n \n小鹏：毛利首次转正，加大投入自建工厂营收创历史新高，公司首次扭亏为盈。公司Q3营业收入19.9亿元，同比增长342.5%，环比增长236.9%，20 Q1-Q3营业收入约29.9亿元，同比增长78.0%，主要由于汽车交付量持续增长；Q3交付量达8578辆，同比增长71.6%；毛利润达0.9亿元，公司首次扭亏为盈；广州制造基地开始动工，预计2022年建成，年产能10万辆。\n \n交付量小幅减少，预计Q4恢复增长。10月交付量达3040 辆，较上月小幅下降，环比减少 12.6%，20M1-M10总销量达17117辆，预计未来交付量将维持高位。\n 小鹏汽车型号分为P7和G3，标准版（P7 智行版、G3智享46i）售价分别为16.98、25.49万元，G3较P7性能更为优越，续航 706km、百公里加速6.7秒、最大功率196kW。\n \n智能系统支持多场景应用，手机APP实现智能化联动。小鹏汽车智能软件系统Xmart OS具有语音助手“小P”、OTA平辆、APP远程操控、智能导航功能。语音助手“小P”使用触控+语音的方式对用户使用习惯进行引导过度，致力于用自然的语音交互完全替代传统的车机操作；整车OTA通过“全语音车载系统”以及整个软硬件和底层架构打通，将这种“开放可能性”延伸到了未来更多元、更个性的用车场景中。手机下载小鹏汽车APP连接，即可实现远程操控车辆，可使用手机控制空调、车窗的开闭、寻车和查找充电桩，遥控摄像头查看车周边环境等。智能导航配备的是高德定制地图，数据储备丰富定位精准，并且能显示小鹏汽车超级充电桩的位置，此外，这块中控屏幕还能与液晶仪表实现智能化联动，同步显示行车、导航即娱乐等方面的信息。\n\n\n毛利率首次转正，费用率管控良好，净利率亏损收窄。Q3毛利率为4.6%，环比增长7.4pct，首次由负转正；研发费用率和销售、行政及一般费率分别为13.3%、13.6%，环比分别减少 50.0pct，66.0pct，费用率自20年来维持下降趋势；净利率为-57.5%，相比H1亏损大幅收窄。\n \n流动性资产显著增加，流动资金近80%。Q3 流动资金大幅增加，主要由于交付量增加迅速而获得流动性资金；货币资金、短期投资占比分别为52%、25%。\n \n负债稳定，应付账款占比较高。Q3负债总额达80.7亿元，公司订单量增加导致负债同比大幅增长；公司应付账款及长期借款占比较大，分别为43.3%、20.7%。公司20H1资本支出为5.2亿元，较去年同期明显减少，近期公司与广州政府签署合作协议，年产10万辆汽车的广州智造基地已经开工，预计未来公司资本性支出将回归高位。\n \n产能加速扩张，广州基地已开始建设。公司现有两处生产基地，分别为海马汽车代工厂和自建肇庆工厂； 2017年与海马代工厂签署合作协议，主要代工生产小鹏G3；肇庆工厂一期项目产能规划为10万辆/年，并在2020年3月底进入批量生产；广州制造基地已经破土动工，预计2022年建成，年产能达10万辆。\n\n\n市场高度景气，渗透率有望加速提升。10月小鹏汽车渗透率达2.3%，市场需求持续扩大，随着公司未来产能进一步扩张，未来仍有较大向上渗透空间。\n \n理想：短期仍坚持增程式，召回未影响新订单收入提升较快，交付量新高。20Q3理想营业收入25.11亿元，环比增长28.94%，汽车交付量提升较快，Q3理想ONE 交付量达8660辆，环比增长31.13%；理想汽车20Q1产生收入，目前仍处于亏损阶段，其中20Q3营业利润-1.8亿元，主要由于公司仍处于产能建设周期和线下渠道扩张期。\n \n理想ONE定位中高端SUV，标准版（增程6座）售价为32.8万元，续航180km、百公里加速6.5秒、最大功率240kW。\n\n\n智能系统持续升级，软件功能齐全。理想汽车智能操作系统Li OS具有包括整车控制、自动驾驶等功能，目前正在研发推进中。研发系统的思路也参照了特斯拉：第一代产品完成了终端，第二代产品实现了自己的硬件集成和实时操作系统，第三代产品做到了自己的芯片。理想汽车计划在研发第二代产品的路线上，自主掌握实时操作系统。目前理想ONE软件系统配备了大量的智能应用，具备在线听歌、追剧及导航一应俱全，目前已经上线了爱奇艺视频、喜马拉雅有声读物、理想音乐、FM (电辆)、高德地图、腾讯地图、声控游戏等功能。\n\n\n毛利率改善，费用率稳定。公司毛利率有较好提升，20Q3环比增加6.4%，主要由于上游材料降价和规模化效应带来成本下降，未来仍有继续向上空间；费用率20Q1以来控制较好，三季度略有提升，主要由于公司对员工股权激励和授予股票期权，导致20Q3净利率小幅下降。\n \n研发投入中设计开发费超50%，公司19年研发费用达 6.0亿元，同比增长42.4%，其中设计开发费用和员工薪酬占研发费用比重最高，分别达51.6%和39.5%。\n \n公司资产流动性大幅改善。相比2019下半年及2020上半年，2020年Q3流动性资产总量增幅明显，为205.77亿元，同比增幅292.70%，主要由于公司IPO的完成和定向增发的进行。在20Q3 财报中显示，定期存款及其他短期投资、货币资金、存货、受限制现金占比分别为 58.83%、31.45%、4.20%、1.65%。\n \n负债稳定，主要为应付账款。2020 年Q3 负债总量为50.52亿元，环比下降2.6亿元，2020 年以来订单量增加，公司加进投入和生产，负债较2019年有所增加，其中应付账款及票据是主要债务来源，应付账款及票据、长期借贷占比分别为41.0%、10.0%。\n \n投资力度大幅提升。20Q3公司投资活动现金流支出大增98.8亿元，未公布具体项目额度，相比前面多个报告期增长较大，业务扩张将加速。\n \n代工厂向自建工厂转型，带来更低的成本和更有效的产品质量控制。公司现有一处自建工厂，江苏常州制造工厂。与其他新势力采用OEM代工的方式不同，工厂于2019年完工，此时理想汽车已成立4年。该工厂具备了冲压、焊装、涂装和总装四大车间，一条路测场地。一期年产能达10万辆，预计未来年产能可达20万辆。\n \n订单增速未受召回影响，理想汽车占新能源车销量稳定3%，车辆召回占总销量比率达46%。11月7日起，公司宣布大规模召回生产日期在2019年11月14日至2020年6月1日的理想ONE电动汽车，共计10469辆。截止2020年10月，公司总交付量不到 2.3万辆，召回占比接近公司总交付量的一半。从宣布召回至今，公司订单量并未受到明显影响，新增订单增速与召回前保持一致。\n \n理想占比稳定，未来仍有向上渗透空间。7月全国新能源乘用车回暖以来，理想的销量占全国销量的比例稳定维持在3%左右，公司的服务和驾乘体验更好，向上渗透空间大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399967082,"gmtCreate":1605901130646,"gmtModify":1703840434374,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 机构在慢慢筹码，下周要拉起来了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 机构在慢慢筹码，下周要拉起来了","text":"$京东(JD)$ 机构在慢慢筹码，下周要拉起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399967082","isVote":1,"tweetType":1,"viewCount":2220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307336170,"gmtCreate":1605460053790,"gmtModify":1703837753230,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"**媒体，以前的也要翻出来","listText":"**媒体，以前的也要翻出来","text":"**媒体，以前的也要翻出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307336170","repostId":"2083489407","repostType":2,"repost":{"id":"2083489407","pubTimestamp":1605363480,"share":"https://www.laohu8.com/m/news/2083489407?lang=&edition=full","pubTime":"2020-11-14 22:18","market":"us","language":"zh","title":"京东Q3财报亮眼，未来五年技术服务将成增长动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2083489407","media":"大力财经","summary":"文| 魏力发自| 大力财经双十一首次突破2000亿元后，京东在11月15日晚间公布今年第三季度未经审计财报。刘强东在电话会议中称，未来5年，京东的技术服务收入将在未来五年成为京东净收入和净利润的主要增长动力。截至2019年9月30日，京东集团共拥有超过 20万名员工，同比去年新增2.5万人，持续为社会贡献更多的就业岗位。第三季度，京东集团履约费用率为6.5%，较去年同期下降0.9个百分点。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222755988d034vv7ty9zvvsk\"/><p>文| 魏力</p><p>发自| 大力财经</p><p>双十一首次突破2000亿元后，<a href=\"https://laohu8.com/S/JD\">京东</a>在11月15日晚间公布今年第三季度未经审计财报。本次财报，京东的表现可谓非常亮眼，京东第三季度实现净收入1348亿元人民币，同比增长28.7%，超出市场预期的1285.99亿元，归属于普通股股东的<span>净利润</span>为31亿元，同比增长160.6%，去年同期为11.84亿元 。</p><p>刘强东在电话会议中称，未来5年，京东的技术服务收入将在未来五年成为京东净收入和净利润的主要增长动力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222800091d0342oury6r6lxv\"/><p><strong>京东连续15个季度盈利</strong></p><p>近日，京东集团发布了2019年第三季度业绩，主要核心业绩指标远超市场预期，实现连续15个季度盈利，净收入加速增长。</p><p>财报显示，第三季度的净收入达到1348亿元人民币（约189亿美元），同比增长28.7%，较今年一季度20.9%和二季度22.9%的同比增速，增幅也创下近5个季度以来新高；这其中，净服务收入达到160亿元人民币（约22亿美元），同比增长47%。</p><p>2019年第三季度，京东集团在美国通用会计准则下（GAAP）与非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润均实现盈利，其中非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润为31亿元人民币（约4亿美元），同比增长160.6%。</p><p>截至2019年9月30日，京东过去12个月的<span>自由现金流</span>增长至156亿元人民币（约22亿美元），环比二季度同期大幅提升；过去12个月的活跃购买用户数为3.344亿，环比二季度同期新增1300万，创下近7个季度以来最大增量。</p><p>截至2019年9月30日，京东集团共拥有超过 20万名员工，同比去年新增2.5万人，持续为社会贡献更多的就业岗位。</p><p>京东方面认为，自营增长的原因得益于京东长期以来以供应链为基础的核心能力，这不仅为京东降低了成本，还提高了效率。更重要的是，这保证了京东购物的用户体验。事实证明，京东自营和物流两条腿走路的思路是走对了，“上午下单，下午送到”成了不少人选择京东购物的原因。因为快递有保障，产品又保真，在消费者已经疲于在海量的参差不齐的产品中选购当下，这成了抓住消费者体验的利器。</p><p>更重要的是，物流不仅带来了用户体验，还带来了实实在在的收益。2019年第三季度，京东物流的外部收入占物流集团总收入的比例上升至40%。京东物流CEO王振辉在答分析师问时表示，<strong>明年这个比例还会进一步提升，利润也会稳中有增继续提高。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222800814d03469vixx9wu02\"/><p><strong>服务收益大涨背后</strong></p><p>在这份财报中，有一个比较特别之处是京东服务收益大涨。数据显示，截至2019年9月30日，京东第三方平台共有超过 25万个签约商家；京东物流集团外单业务持续快速扩张，已经服务了20多万家企业客户，外部收入已占物流集团总体收入近40%。</p><p>受益于营销服务、物流服务、技术服务等收入的快速增长，京东集团在第三季度的净服务收入继续保持了同比47%的高速增长，净服务收入占净收入的比重稳步提升至11.9%，收入结构更加均衡。</p><p>众所周知，京东当年布局快递业务的时候，一度亏损严重，饱受诟病。毕竟从资本市场的角度来说，尽快拿到最大限度的利润才是最终目的。而京东曾经长期处于亏损状态，质疑声很大。</p><p><strong>事实证明，京东当年的隐忍没有白费。当今年，京东开放快递业务，京东的服务收益大涨。不得不说，刘强东是一位非常有远见的创始人。</strong>这么多年，京东用它完美无缺的服务赢得了用户的掌声。在这个用脚投票的年代，谁留住了回头客，谁就能赢得天下。这一点，京东做到了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222801939d0348gfkz1bad28\"/><p><strong>下沉市场贡献了京东的GMV增长</strong></p><p>财报的电话会议上，京东集团董事局主席兼首席执行官刘强东先生有这样一句话：“尤其是，中国越来越多快速发展的低线城市的消费者认同京东卓越的价值和服务，转向京东购物。中国的消费者和企业对便捷可靠的电商服务以及供应链解决方案的需求不断增长，我们将继续在技术和创新领域进行投入以满足他们的需求。”</p><p>开拓下沉市场是2019年，中国电商领域的主要话题。<a href=\"https://laohu8.com/S/PDD\">拼多多</a>把电商下沉的营销做到极致，苏宁也在线上线下挖掘下沉市场的潜力。而京东没有陷入激烈竞争的泥潭，独辟蹊径的开拓下沉市场的新中产阶层。</p><p>这个阶层的特点是：<strong>有消费能力，渴望获得品质生活。京东重点挖掘这部分阶层的潜力，不用在价格战，低价廉价的竞争漩涡里周旋。</strong></p><p>调查数据也支持这个观点。在下沉市场中其实有大量新中产，以年轻人为主，消费能力不可小觑，同时他们消费观和1~2线城市人群类似：追求品牌、高质和服务。京东认为获取这部分人群不能仅靠拼价格、营销的逻辑，而是拼品质、服务及供应链。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222812781d034pcytl5oclkp\"/><p>今年，京东拼购App更名为“京喜”。随后接入微信一级入口。<strong>目前，京喜完成在微信一级入口、手机QQ购物入口、小程序、APP、M站、粉丝群6大移动端渠道的全域布局</strong>，满足多场景下多元化的用户需求，构建了一个全面的场景生态。</p><p>双十一的业绩印证了京东布局的正确性。京东全站新用户中有40%来自京喜，京喜用户中超过70%来自3~6线下沉新兴市场。京喜成为了获客主力，说明了上述新中产用户与京东提供的商品和服务产生接轨</p><p>数据显示，来自于低线市场的家电、手机通讯等高价值商品，和食品、保健等涉及消费者健康的“信赖型”商品的订单增长显著高于一二线城市，这显示出京东所代表的高品质商品和服务，以及值得信赖的形象已经充分得到了低线级市场用户的认可。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222815837d034vf1bv74gm40\"/><p><strong>技术回报成京东杀手锏</strong></p><p>互联网公司讲究的就是核心竞争力，而核心竞争力的体现就是技术，具有专利的核心技术。第三季度，京东集团履约费用率为6.5%，较去年同期下降0.9个百分点。持续技术投入的价值在运营效率提升上日益凸显，<strong>今年前三个季度，京东体系所属上市及非上市企业合计研发投入超130亿元。</strong></p><p>技术创新、模式创新、管理创新合力推动了京东利润率的提升。京东零售的经营利润率在2019年上半年2.8%的历史高点之后，第三季度再次创下3.3%的新高，京东零售的经营利润率也首次进入到“3时代”。</p><p>京东集团在技术体系全面推动的中台化、组件化等举措，不仅有效提升了京东内部的研发效率，拓展了创新空间，更为京东云等对外技术服务窗口提供了坚实的基础，让京东的技术服务收入持续高速增长，服务的行业范围不断扩展。8月，在上海举行的2019 WAIC世界人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>大会上，京东集团入选科技部最新一批国家人工智能开放创新平台名单，参与建设国家新一代智能供应链人工智能开放创新平台，领衔智能供应链国家战略发展。</p><p>刘强东才会说：“未来5年，技术服务收入的增长幅度会远远超过收入的增长幅度，成为我们收入和利润增长的重要驱动力。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201114222816725d034s167tfv9r15\"/><p>科技财经新锐自媒体</p><p>雪球千万阅读影响力</p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>动态影响力红人</p><p>头条青云计划获奖者</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>京东Q3财报亮眼，未来五年技术服务将成增长动力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东Q3财报亮眼，未来五年技术服务将成增长动力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-14 22:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020111422281779809bb2&s=b><strong>大力财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文| 魏力发自| 大力财经双十一首次突破2000亿元后，京东在11月15日晚间公布今年第三季度未经审计财报。本次财报，京东的表现可谓非常亮眼，京东第三季度实现净收入1348亿元人民币，同比增长28.7%，超出市场预期的1285.99亿元，归属于普通股股东的净利润为31亿元，同比增长160.6%，去年同期为11.84亿元 。刘强东在电话会议中称，未来5年，京东的技术服务收入将在未来五年成为京东净收入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020111422281779809bb2&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/6962011c726a5f1f6fb7d3889a9e5464","relate_stocks":{"JD":"京东","09618":"京东集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020111422281779809bb2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2083489407","content_text":"文| 魏力发自| 大力财经双十一首次突破2000亿元后，京东在11月15日晚间公布今年第三季度未经审计财报。本次财报，京东的表现可谓非常亮眼，京东第三季度实现净收入1348亿元人民币，同比增长28.7%，超出市场预期的1285.99亿元，归属于普通股股东的净利润为31亿元，同比增长160.6%，去年同期为11.84亿元 。刘强东在电话会议中称，未来5年，京东的技术服务收入将在未来五年成为京东净收入和净利润的主要增长动力。京东连续15个季度盈利近日，京东集团发布了2019年第三季度业绩，主要核心业绩指标远超市场预期，实现连续15个季度盈利，净收入加速增长。财报显示，第三季度的净收入达到1348亿元人民币（约189亿美元），同比增长28.7%，较今年一季度20.9%和二季度22.9%的同比增速，增幅也创下近5个季度以来新高；这其中，净服务收入达到160亿元人民币（约22亿美元），同比增长47%。2019年第三季度，京东集团在美国通用会计准则下（GAAP）与非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润均实现盈利，其中非美国通用会计准则下（Non-GAAP）归属于普通股股东的净利润为31亿元人民币（约4亿美元），同比增长160.6%。截至2019年9月30日，京东过去12个月的自由现金流增长至156亿元人民币（约22亿美元），环比二季度同期大幅提升；过去12个月的活跃购买用户数为3.344亿，环比二季度同期新增1300万，创下近7个季度以来最大增量。截至2019年9月30日，京东集团共拥有超过 20万名员工，同比去年新增2.5万人，持续为社会贡献更多的就业岗位。京东方面认为，自营增长的原因得益于京东长期以来以供应链为基础的核心能力，这不仅为京东降低了成本，还提高了效率。更重要的是，这保证了京东购物的用户体验。事实证明，京东自营和物流两条腿走路的思路是走对了，“上午下单，下午送到”成了不少人选择京东购物的原因。因为快递有保障，产品又保真，在消费者已经疲于在海量的参差不齐的产品中选购当下，这成了抓住消费者体验的利器。更重要的是，物流不仅带来了用户体验，还带来了实实在在的收益。2019年第三季度，京东物流的外部收入占物流集团总收入的比例上升至40%。京东物流CEO王振辉在答分析师问时表示，明年这个比例还会进一步提升，利润也会稳中有增继续提高。服务收益大涨背后在这份财报中，有一个比较特别之处是京东服务收益大涨。数据显示，截至2019年9月30日，京东第三方平台共有超过 25万个签约商家；京东物流集团外单业务持续快速扩张，已经服务了20多万家企业客户，外部收入已占物流集团总体收入近40%。受益于营销服务、物流服务、技术服务等收入的快速增长，京东集团在第三季度的净服务收入继续保持了同比47%的高速增长，净服务收入占净收入的比重稳步提升至11.9%，收入结构更加均衡。众所周知，京东当年布局快递业务的时候，一度亏损严重，饱受诟病。毕竟从资本市场的角度来说，尽快拿到最大限度的利润才是最终目的。而京东曾经长期处于亏损状态，质疑声很大。事实证明，京东当年的隐忍没有白费。当今年，京东开放快递业务，京东的服务收益大涨。不得不说，刘强东是一位非常有远见的创始人。这么多年，京东用它完美无缺的服务赢得了用户的掌声。在这个用脚投票的年代，谁留住了回头客，谁就能赢得天下。这一点，京东做到了。下沉市场贡献了京东的GMV增长财报的电话会议上，京东集团董事局主席兼首席执行官刘强东先生有这样一句话：“尤其是，中国越来越多快速发展的低线城市的消费者认同京东卓越的价值和服务，转向京东购物。中国的消费者和企业对便捷可靠的电商服务以及供应链解决方案的需求不断增长，我们将继续在技术和创新领域进行投入以满足他们的需求。”开拓下沉市场是2019年，中国电商领域的主要话题。拼多多把电商下沉的营销做到极致，苏宁也在线上线下挖掘下沉市场的潜力。而京东没有陷入激烈竞争的泥潭，独辟蹊径的开拓下沉市场的新中产阶层。这个阶层的特点是：有消费能力，渴望获得品质生活。京东重点挖掘这部分阶层的潜力，不用在价格战，低价廉价的竞争漩涡里周旋。调查数据也支持这个观点。在下沉市场中其实有大量新中产，以年轻人为主，消费能力不可小觑，同时他们消费观和1~2线城市人群类似：追求品牌、高质和服务。京东认为获取这部分人群不能仅靠拼价格、营销的逻辑，而是拼品质、服务及供应链。今年，京东拼购App更名为“京喜”。随后接入微信一级入口。目前，京喜完成在微信一级入口、手机QQ购物入口、小程序、APP、M站、粉丝群6大移动端渠道的全域布局，满足多场景下多元化的用户需求，构建了一个全面的场景生态。双十一的业绩印证了京东布局的正确性。京东全站新用户中有40%来自京喜，京喜用户中超过70%来自3~6线下沉新兴市场。京喜成为了获客主力，说明了上述新中产用户与京东提供的商品和服务产生接轨数据显示，来自于低线市场的家电、手机通讯等高价值商品，和食品、保健等涉及消费者健康的“信赖型”商品的订单增长显著高于一二线城市，这显示出京东所代表的高品质商品和服务，以及值得信赖的形象已经充分得到了低线级市场用户的认可。技术回报成京东杀手锏互联网公司讲究的就是核心竞争力，而核心竞争力的体现就是技术，具有专利的核心技术。第三季度，京东集团履约费用率为6.5%，较去年同期下降0.9个百分点。持续技术投入的价值在运营效率提升上日益凸显，今年前三个季度，京东体系所属上市及非上市企业合计研发投入超130亿元。技术创新、模式创新、管理创新合力推动了京东利润率的提升。京东零售的经营利润率在2019年上半年2.8%的历史高点之后，第三季度再次创下3.3%的新高，京东零售的经营利润率也首次进入到“3时代”。京东集团在技术体系全面推动的中台化、组件化等举措，不仅有效提升了京东内部的研发效率，拓展了创新空间，更为京东云等对外技术服务窗口提供了坚实的基础，让京东的技术服务收入持续高速增长，服务的行业范围不断扩展。8月，在上海举行的2019 WAIC世界人工智能大会上，京东集团入选科技部最新一批国家人工智能开放创新平台名单，参与建设国家新一代智能供应链人工智能开放创新平台，领衔智能供应链国家战略发展。刘强东才会说：“未来5年，技术服务收入的增长幅度会远远超过收入的增长幅度，成为我们收入和利润增长的重要驱动力。”科技财经新锐自媒体雪球千万阅读影响力百度动态影响力红人头条青云计划获奖者","news_type":1},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305899835,"gmtCreate":1604933168027,"gmtModify":1703835293435,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 京东的朋友们 ，相信自己，坚定看好！京东不够优秀吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 京东的朋友们 ，相信自己，坚定看好！京东不够优秀吗？","text":"$京东(JD)$ 京东的朋友们 ，相信自己，坚定看好！京东不够优秀吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305899835","isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302166674,"gmtCreate":1604577404298,"gmtModify":1703833868921,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 阿里成绩不好，关你玛京东啥事，跟着抛的人是傻子吗？很明显京东和拼多多抢占了阿里的份额啊，利好","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 阿里成绩不好，关你玛京东啥事，跟着抛的人是傻子吗？很明显京东和拼多多抢占了阿里的份额啊，利好","text":"$京东(JD)$ 阿里成绩不好，关你玛京东啥事，跟着抛的人是傻子吗？很明显京东和拼多多抢占了阿里的份额啊，利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302166674","isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308838922,"gmtCreate":1603917031366,"gmtModify":1703831257040,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a> 给老子使劲爬 把我这一周吐回去的 还来！","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a> 给老子使劲爬 把我这一周吐回去的 还来！","text":"$Pinterest, Inc.(PINS)$ 给老子使劲爬 把我这一周吐回去的 还来！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308838922","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308839368,"gmtCreate":1603914176054,"gmtModify":1703831252742,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 今天是我不对，给骗下车了，大哥，明天再涨好吗？","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a> 今天是我不对，给骗下车了，大哥，明天再涨好吗？","text":"$Snap Inc(SNAP)$ 今天是我不对，给骗下车了，大哥，明天再涨好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308839368","isVote":1,"tweetType":1,"viewCount":785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301409856,"gmtCreate":1603712124775,"gmtModify":1703830433935,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20以内不用卖，大家守好自己的持仓了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20以内不用卖，大家守好自己的持仓了","text":"$小鹏汽车(XPEV)$20以内不用卖，大家守好自己的持仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301409856","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301352066,"gmtCreate":1603375277555,"gmtModify":1703829735730,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 狗庄给我死出来","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 狗庄给我死出来","text":"$小鹏汽车(XPEV)$ 狗庄给我死出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301352066","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303412549,"gmtCreate":1603222612681,"gmtModify":1703829143663,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我不玩了，还钱","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我不玩了，还钱","text":"$小鹏汽车(XPEV)$我不玩了，还钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/303412549","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303416218,"gmtCreate":1603221159134,"gmtModify":1703829142115,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","text":"$纳斯达克(.IXIC)$美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/303416218","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560130928228615","authorId":"3560130928228615","name":"减肥的小猫咪","avatar":"https://static.tigerbbs.com/41f589440331155b01570300a4b6a9bf","crmLevel":1,"crmLevelSwitch":0},"content":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。","text":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。","html":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303252143,"gmtCreate":1603177864382,"gmtModify":1703828938564,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a>你已经长大了，该自己学会起飞了","listText":"<a href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a>你已经长大了，该自己学会起飞了","text":"$优信(UXIN)$你已经长大了，该自己学会起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303252143","isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303679836,"gmtCreate":1603134515725,"gmtModify":1703828821741,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>关灯吃面","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>关灯吃面","text":"$小鹏汽车(XPEV)$关灯吃面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303679836","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":332581695,"gmtCreate":1610435349917,"gmtModify":1703744261853,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>EA&nbsp; PLTR&nbsp; SWKS&nbsp; TAL","listText":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a><a href=\"https://laohu8.com/S/PINS\">$Pinterest, Inc.(PINS)$</a><a href=\"https://laohu8.com/S/SNAP\">$Snap Inc(SNAP)$</a>EA&nbsp; PLTR&nbsp; SWKS&nbsp; TAL","text":"账户上还有5000刀，买什么期权最好，大佬请指点，我必跟随您的步伐[微笑] [微笑] [微笑] $优步(UBER)$$Pinterest, Inc.(PINS)$$Snap Inc(SNAP)$EA PLTR SWKS TAL","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":21,"repostSize":0,"link":"https://laohu8.com/post/332581695","isVote":1,"tweetType":1,"viewCount":6497,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541408035989585","authorId":"3541408035989585","name":"一枚小可爱","avatar":"https://static.tigerbbs.com/9b6d80ce24c33604a9686ce562a1cacb","crmLevel":5,"crmLevelSwitch":0},"content":"全仓uber","text":"全仓uber","html":"全仓uber"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":945233795,"gmtCreate":1596561675017,"gmtModify":1704212733818,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a> 成本5.51，玩尼🐎","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a> 成本5.51，玩尼🐎","text":"$蘑菇街(MOGU)$ 成本5.51，玩尼🐎","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/945233795","isVote":1,"tweetType":1,"viewCount":3914,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486548106923895","authorId":"3486548106923895","name":"tokisaki17","avatar":"https://static.tigerbbs.com/509b796ec37f1c9827bcaec1ea531a9b","crmLevel":2,"crmLevelSwitch":0},"content":"嘻嘻嘻","text":"嘻嘻嘻","html":"嘻嘻嘻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942038201,"gmtCreate":1596022756603,"gmtModify":1704210611675,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;妈呀全份确认，我这是该高兴，还是该担心呢","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;妈呀全份确认，我这是该高兴，还是该担心呢","text":"$理想汽车(LI)$[呆住] [呆住] [呆住] 妈呀全份确认，我这是该高兴，还是该担心呢","images":[{"img":"https://static.tigerbbs.com/9238fe488a3c585ba4facfb510d9a5d6","width":"1080","height":"2248"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/942038201","isVote":1,"tweetType":1,"viewCount":6172,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437864438698016","authorId":"3437864438698016","name":"小do","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"content":"你这意向金额怎么不对呢,1000*8也得8000啊","text":"你这意向金额怎么不对呢,1000*8也得8000啊","html":"你这意向金额怎么不对呢,1000*8也得8000啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":946486405,"gmtCreate":1595945690807,"gmtModify":1704210378249,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 我开12.33卖。。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 我开12.33卖。。。","text":"$蔚来(NIO)$ 我开12.33卖。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/946486405","isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554687037109515","authorId":"3554687037109515","name":"Kkkyyyzzz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"恭喜你愿望达成","text":"恭喜你愿望达成","html":"恭喜你愿望达成"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303629882,"gmtCreate":1603121471246,"gmtModify":1703828782262,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a> 提前布局，这只股今天不妖，过两天要妖起来","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$优信(UXIN)$</a> 提前布局，这只股今天不妖，过两天要妖起来","text":"$优信(UXIN)$ 提前布局，这只股今天不妖，过两天要妖起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/303629882","isVote":1,"tweetType":1,"viewCount":1309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398924214,"gmtCreate":1606818817038,"gmtModify":1703844625217,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>能进吗？大家看到多少","listText":"<a href=\"https://laohu8.com/S/JMIA\">$Jumia Technologies AG(JMIA)$</a>能进吗？大家看到多少","text":"$Jumia Technologies AG(JMIA)$能进吗？大家看到多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/398924214","isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303412549,"gmtCreate":1603222612681,"gmtModify":1703829143663,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我不玩了，还钱","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>我不玩了，还钱","text":"$小鹏汽车(XPEV)$我不玩了，还钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/303412549","isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394029469,"gmtCreate":1607896649751,"gmtModify":1703849965888,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>开始做空","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>开始做空","text":"$哔哩哔哩(BILI)$开始做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/394029469","isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303416218,"gmtCreate":1603221159134,"gmtModify":1703829142115,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","text":"$纳斯达克(.IXIC)$美国这些沙币领导，争来争去，民事都给你们耽误了，能不能做点速度的决策，现在就像个娘们国，不是美国","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/303416218","isVote":1,"tweetType":1,"viewCount":2083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560130928228615","authorId":"3560130928228615","name":"减肥的小猫咪","avatar":"https://static.tigerbbs.com/41f589440331155b01570300a4b6a9bf","crmLevel":1,"crmLevelSwitch":0},"content":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。","text":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。","html":"其实都在为自己的党派争取利益，毕竟大选这么近，其实谈来谈去就是达成一个50-50的局面的法案。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944136429,"gmtCreate":1596799506661,"gmtModify":1704213669258,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a>凉","listText":"<a href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a>凉","text":"$蘑菇街(MOGU)$凉","images":[{"img":"https://static.tigerbbs.com/acf1a5f918ebce557b403d1ab5871f4a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/944136429","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":301409856,"gmtCreate":1603712124775,"gmtModify":1703830433935,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20以内不用卖，大家守好自己的持仓了","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>20以内不用卖，大家守好自己的持仓了","text":"$小鹏汽车(XPEV)$20以内不用卖，大家守好自己的持仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301409856","isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309255071,"gmtCreate":1602699724893,"gmtModify":1703827568762,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 明年年初的call，买起。30的价格绝对没问题，别问我为什么，我是P7车主","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 明年年初的call，买起。30的价格绝对没问题，别问我为什么，我是P7车主","text":"$小鹏汽车(XPEV)$ 明年年初的call，买起。30的价格绝对没问题，别问我为什么，我是P7车主","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309255071","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946391953,"gmtCreate":1595586944972,"gmtModify":1704209545240,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>挂个10.85试试[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>挂个10.85试试[呆住]&nbsp;[呆住]&nbsp;[呆住]&nbsp;","text":"$蔚来(NIO)$挂个10.85试试[呆住] [呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/946391953","isVote":1,"tweetType":1,"viewCount":2930,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541796232341104","authorId":"3541796232341104","name":"盘后交易员","avatar":"https://static.tigerbbs.com/01a0baa6f9ef57f641120e185427fc2a","crmLevel":3,"crmLevelSwitch":0},"content":"你这个2米8的韭菜还想割在坐的大佬们？","text":"你这个2米8的韭菜还想割在坐的大佬们？","html":"你这个2米8的韭菜还想割在坐的大佬们？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303642806,"gmtCreate":1603129703305,"gmtModify":1703828817267,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>伤心汽车","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>伤心汽车","text":"$开心汽车(KXIN)$伤心汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303642806","isVote":1,"tweetType":1,"viewCount":753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331371325,"gmtCreate":1609435668467,"gmtModify":1703739492720,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>机构就是趁着这个晚会收割一波，还是老样子哈哈哈","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>机构就是趁着这个晚会收割一波，还是老样子哈哈哈","text":"$哔哩哔哩(BILI)$机构就是趁着这个晚会收割一波，还是老样子哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331371325","isVote":1,"tweetType":1,"viewCount":1426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303679836,"gmtCreate":1603134515725,"gmtModify":1703828821741,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>关灯吃面","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>关灯吃面","text":"$小鹏汽车(XPEV)$关灯吃面","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303679836","isVote":1,"tweetType":1,"viewCount":788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942252530,"gmtCreate":1596136095920,"gmtModify":1704211480067,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a>大家别碰这个，庄家盯着呢！","listText":"<a href=\"https://laohu8.com/S/MOGU\">$蘑菇街(MOGU)$</a>大家别碰这个，庄家盯着呢！","text":"$蘑菇街(MOGU)$大家别碰这个，庄家盯着呢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/942252530","isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396927679,"gmtCreate":1607010413291,"gmtModify":1703845982312,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","text":"$Sea Ltd(SE)$ 这盘子狗庄很鸡贼的，日内波动不小，不要被震下车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/396927679","isVote":1,"tweetType":1,"viewCount":2394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301352066,"gmtCreate":1603375277555,"gmtModify":1703829735730,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 狗庄给我死出来","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> 狗庄给我死出来","text":"$小鹏汽车(XPEV)$ 狗庄给我死出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301352066","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973080886,"gmtCreate":1598381502045,"gmtModify":1704218637586,"author":{"id":"3533099874173748","authorId":"3533099874173748","name":"疯狂止损再追高","avatar":"https://static.tigerbbs.com/4c8cedf165af4154e336dd6881b3ee80","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>搞来搞去，还是蔚来稳，以后坚决不碰妖股","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>搞来搞去，还是蔚来稳，以后坚决不碰妖股","text":"$蔚来(NIO)$搞来搞去，还是蔚来稳，以后坚决不碰妖股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/973080886","isVote":1,"tweetType":1,"viewCount":1499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}