Amiter personal page - To The Moon

Amiter

Amiter

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02-21

[微笑]

2023-10-26

[捂脸] [捂脸] [捂脸] [喷血] [喷血] [喷血]

2023-06-21

$小米集团-W(01810)$

2023-06-15

$AMC院线(AMC)$ ,[微笑]

2022-11-02

[微笑]

@Daily_Discussion:🚀[REWARDS]Share your strategy for making money on the market！（1 Nov)

2022-10-14

[笑哭]

@海银控股Hywin_Wealth:美聯儲再次加息落地，美股投資價值幾何？

2022-09-22

[微笑] [微笑]

iPhone14销售不及预期，富士康据传拆除产线

2022-09-22

[微笑]

G9，小鹏的救命稻草？

2021-05-16

$Altimeter Growth Corp.(AGC)$pls upupup

Go to Tiger App to see more news

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[捂脸] [捂脸] [喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234340049522944","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":758524938944688,"gmtCreate":1687303131409,"gmtModify":1687303134108,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v 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,[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187584769249384","isVote":1,"tweetType":1,"viewCount":697,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9985192980,"gmtCreate":1667341036341,"gmtModify":1676537899107,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]","listText":"[微笑]","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985192980","repostId":"9985050736","repostType":1,"repost":{"id":9985050736,"gmtCreate":1667273591925,"gmtModify":1676537889541,"author":{"id":"3527667621665671","authorId":"3527667621665671","name":"Daily_Discussion","avatar":"https://community-static.tradeup.com/news/6973ef3354e752778088dfd8ca725c82","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667621665671","authorIdStr":"3527667621665671"},"themes":[],"title":"🚀[REWARDS]Share your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"repost":{"id":"1118501771","kind":"news","pubTimestamp":1663836621,"share":"https://ttm.financial/m/news/1118501771?lang=&edition=fundamental","pubTime":"2022-09-22 16:50","market":"us","language":"zh","title":"iPhone14销售不及预期，富士康据传拆除产线","url":"https://stock-news.laohu8.com/highlight/detail?id=1118501771","media":"时代财经","summary":"工人罕见旺季不加班。","content":"<html><head></head><body><p>文/王婷</p><p>量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。</p><p>“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。</p><p>时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。</p><p><b>多个车间紧急拆线，工人旺季加班变少</b></p><p>时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。</p><p>“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。</p><p>据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。</p><p>刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。</p><p>近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。</p><p>据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。</p><p>此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。</p><p>“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。</p><p>之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。</p><p>韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。</p><p><b>iPhone 14随处可买，Pro、Pro Max一机难求</b></p><p>实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。</p><p>目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。</p><p>时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。</p><p>在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。</p><p>在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。</p><p>在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。</p><p>以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。</p><p>而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。</p><p>在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。</p><p>他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。</p><p>正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。</p><p>值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。</p><p>对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。</p><p>（文中吴杨、晓燕、周舟为化名）</p></body></html>","source":"tf_highlight","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>iPhone14销售不及预期，富士康据传拆除产线</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\">\niPhone14销售不及预期，富士康据传拆除产线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 16:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6367ffab85653002d2fd9c3205f7ab70","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118501771","content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"G9，小鹏的救命稻草？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。</p><p>G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。</p><p>小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。</p><p>这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。</p><p>8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。</p><p>并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。</p><p>此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。</p><p>二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。</p><p>投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。</p><p>小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。</p><p>何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。</p><p>按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。</p><p>一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。</p><p>目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。</p><p>但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。</p><p>在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。</p></body></html>","source":"wallstreetcn_api","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\" 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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\">\nG9，小鹏的救命稻草？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3670939><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670939\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192356727,"gmtCreate":1621150610369,"gmtModify":1704353419832,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","listText":"<a href=\"https://laohu8.com/S/AGC\">$Altimeter Growth Corp.(AGC)$</a>pls upupup","text":"$Altimeter Growth Corp.(AGC)$pls 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[捂脸] [捂脸] [喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234340049522944","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":758524938944688,"gmtCreate":1687303131409,"gmtModify":1687303134108,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/01810\">$小米集团-W(01810)$&nbsp;</a><v-v 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your strategy for making money on the market！（1 Nov)","htmlText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","listText":"Hi, Tigers!Welcome to&nbsp;Daily Discussion&nbsp;! This is the place for you to share your trading ideas and win coins!<a href=\"https://ttm.financial/RN?name=RNTheme&amp;page=/theme/detail&amp;rndata={&quot;themeId&quot;:&quot;470d3ab575ca43caaed8156645b7ccbe&quot;}\" target=\"_blank\">Click here to join the Topic &amp; Win coins &gt;&gt;</a>[Rewards] You will be given100 Tiger Coins according to the quality &amp; original of the post (NOTE: Comments posted under this article WILL NOT be counted)&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;2.You will be given10 Tiger coins&nbsp;if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","text":"Hi, Tigers!Welcome to Daily Discussion ! This is the place for you to share your trading ideas and win coins!Click here to join the Topic & Win coins >>[Rewards] You will be given100 Tiger Coins according to the quality & original of the post (NOTE: Comments posted under this article WILL NOT be counted) 2.You will be given10 Tiger coins if you tag more than 3 friends in the comment areaMeanwhile, we will be listing the stocks mentioned by those selected Tigers for your reference every day (not investment ad","images":[{"img":"https://community-static.tradeup.com/news/7c5fe8e22e49935d65c1d60841658296","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/316d8af9f453552dd408b9549276ac36","width":"-1","height":"-1"},{"img":"https://community-static.tradeup.com/news/7caf370a5ebea17f35c6439577f7eebd","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985050736","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9980874669,"gmtCreate":1665709457751,"gmtModify":1676537652470,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[笑哭]","listText":"[笑哭]","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9980874669","repostId":"666930565","repostType":1,"repost":{"id":666930565,"gmtCreate":1665367288360,"gmtModify":1676537594058,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"海银控股Hywin_Wealth","avatar":"https://static.tigerbbs.com/f3c7935f0b0765e512aef52d486f545e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"美聯儲再次加息落地，美股投資價值幾何？","htmlText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","listText":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1.&nbsp;關注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海銀控股</a>&nbsp;老虎號；2.&nbsp;在本帖評論區分享您的觀點，留言轉發並添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海銀控股(HYW)$</a>&nbsp;歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陳達美股投資</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/3545995761422355\">@不二說價值</a>&nbsp;","text":"美聯儲再次加息，全球無風險利率將繼續擡升，國內疫情零星反彈，經濟恢復可能繼續放緩，宏觀政策進一步操作的空間不大，預計市場或將延續震盪行情。下半年貨幣政策繼續維持寬鬆的基調，信心在當前階段十分重要，更重要的是讓投資者恢復對後市經濟的信心，隨着利好政策推行和疫情放緩，接下來有望迎來各種政策方面的釋放期。我國消費需求仍需要一段時間進行修復和鞏固，目前我國仍可以維持穩定通脹區間。社會各界對於經濟政策重心、防疫、房地產政策調整等情況十分關注，下半年國內的消費限制和旅行限制會大幅下降，對經濟有信心能夠得到恢復，經濟也會進入全面重啓的階段。震盪行情中可以適當增加價值股風格配置，均衡組合收益。面對歐美央行推進鷹派加息遏制高通脹情況，市場將如何表現？作爲投資者，認爲美股投資價值幾何？大夥對此有何應對策略？【活動參與方式】1. 關注@海銀控股 老虎號；2. 在本帖評論區分享您的觀點，留言轉發並添加股票$海銀控股(HYW)$ 歡迎虎友們踊躍發言，也可@你的好友前來互動哦~[微笑] [微笑] [微笑] @陳達美股投資 @不二說價值","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/666930565","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418414,"gmtCreate":1663841895538,"gmtModify":1676537347841,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;[微笑]&nbsp;","listText":"[微笑]&nbsp;[微笑]&nbsp;","text":"[微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418414","repostId":"1118501771","repostType":4,"repost":{"id":"1118501771","kind":"news","pubTimestamp":1663836621,"share":"https://ttm.financial/m/news/1118501771?lang=&edition=fundamental","pubTime":"2022-09-22 16:50","market":"us","language":"zh","title":"iPhone14销售不及预期，富士康据传拆除产线","url":"https://stock-news.laohu8.com/highlight/detail?id=1118501771","media":"时代财经","summary":"工人罕见旺季不加班。","content":"<html><head></head><body><p>文/王婷</p><p>量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。</p><p>“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。</p><p>时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。</p><p><b>多个车间紧急拆线，工人旺季加班变少</b></p><p>时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。</p><p>“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。</p><p>据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。</p><p>刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。</p><p>近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。</p><p>据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。</p><p>此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。</p><p>“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。</p><p>之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。</p><p>韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。</p><p><b>iPhone 14随处可买，Pro、Pro Max一机难求</b></p><p>实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。</p><p>目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。</p><p>时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。</p><p>在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。</p><p>在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。</p><p>在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。</p><p>以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。</p><p>而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。</p><p>在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。</p><p>他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。</p><p>正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。</p><p>值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。</p><p>对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。</p><p>（文中吴杨、晓燕、周舟为化名）</p></body></html>","source":"tf_highlight","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>iPhone14销售不及预期，富士康据传拆除产线</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\">\niPhone14销售不及预期，富士康据传拆除产线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 16:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6367ffab85653002d2fd9c3205f7ab70","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-09-22/doc-imqmmtha8328511.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118501771","content_text":"文/王婷量产才一个月左右，苹果代工厂的iPhone 14车间就拆线了。“我们车间过两天就要拆线了，听说已经拆了很多车间。”9月21日，刚从郑州富士康离职的吴杨表示，自己此前在iPhone 14做前加工工作，现在订单变少了，工人会先转移到其他车间。时代财经观察到，iPhone 14市场表现远不及iPhone 14 Pro、Pro Max。截至21日17时，京东手机榜上，紫色的256GB iPhone 14 Pro、iPhone 14七日分别售出1.5万件、5048件。多个车间紧急拆线，工人旺季加班变少时代财经了解到，今年8月，富士康深圳和郑州厂区才进入iPhone 14系列量产期，也就是生产旺季。“正儿八经生产了两三周，就又拆了。” 9月中旬，郑州富士康员工晓燕发了一条厂区附近的视频，表示所处车间陆续开始拆线了，不知道之后会被分到哪个车间。据配文显示，车间由于拆线，没给工人们安排加班，大家都是准点下班，也是量产以来第一次早下班。对于她和吴杨而言，旺季下早班和拆线都是不寻常的事。刚刚离职的工人吴杨也表示此前遭遇同样情况。他告诉时代财经，厂里的生产安排是根据市场销售变化的，可能车间所处的四楼的生产线全部要拆。他的工作是在车间给iPhone 14做前加工，包括贴泡棉、预折排线、套圈等，加工的产品中没有iPhone 14 Pro、Pro Max。近日，短视频平台出现不少类似视频，有的视频评论过百条，工人们热议哪些生产线已拆完或即将要拆、拆线对加班的影响等。旺季富士康小时工的工价较高，如果加班少，工资会比平时低。据不完全统计，郑州富士康已拆或者将拆生产线的车间至少在5个以上，且提到车间产品时，工人们大都提到代码“27”，一工人告诉时代财经，“27”在郑州富士康代指iPhone 14。此前，郭明錤在社交平台表示，苹果已要求鸿海（富士康）将iPhone 14的产线转为iPhone 14 Pro系列产线，这将有助于改善苹果今年第四季度产品组合及iPhone平均售价。“依照产线转换率，等同于苹果增加了iPhone 14 Pro系列在2022年Q4出货量。”他预估出货量涨幅约为10%。之后，他公开表示，在产线转换后，iPhone 14 Pro、Pro Max占整体iPhone 14系列出货量在2H22达60%–65%(先前预估55%–60%)，iPhone 14 Pro Max为iPhone 14系列最受欢迎机种。韩国媒体Thelec日前报道，三星预计将获得更多iPhone 14 Pro系列面板订单。由于苹果公司需求增加，三星已将iPhone OLED出货量目标从此前的1.3亿台提高至1.49亿台。iPhone 14随处可买，Pro、Pro Max一机难求实际上，发布之初，iPhone 14的颓势便已显现，并延续至今。目前，在苹果官网上，iPhone 14所有内存、颜色版本均有现货，可随意选择送达日期，iPhone 14 Plus也可在10月7日即发售当日送货上门，买iPhone 14 Pro、Pro Max则基本要等5-7周。时代财经发现，在拼多多、天猫、京东等电商平台上，iPhone 14均有现货可买，iPhone 14 Pro Max则一机难求，如天猫Apple Store旗舰店内“付款57天内发货”。在华强北，iPhone 14已跌破发行价。据背包客报价表，9月21日，256GB iPhone 14的黑色版、紫色版、白色版新机回收价格分别为6520元、6550元、6540元，分别比官网价低279元、249元、259元。在该报价表上，iPhone 14 Pro、iPhone 14 Pro Max大多数内存、颜色版本都有溢价。在9月9日预售开启当天，时代财经曾观察iPhone 14系列在各电商平台表现，发现iPhone 14热度便远不及iPhone 14 Pro、Pro Max。以Apple产品京东自营旗舰店店为例，预售开启半小时后，iPhone 14预约数量为45.9万，iPhone 14 Pro和iPhone 14 Pro Max预约人数则分别高达164.1万、132.4万。而在9月12日，郭明錤公开表示，iPhone 14和iPhone 14 Plus上市当天有现货，反映需求不振，且预购结果比iPhone SE 3和iPhone 13 mini差，后两者在今年上半年都遭遇了砍单。在部分消费者眼中，iPhone 14甚至不如前两代的二手机。在苹果召开秋季新品发布会后，周舟用5500元买下有轻微磨损的二手iPhone12 Pro Max，该产品最初官方定价为10099元。他认为，iPhone 14与前两代区别比较小，iPhone 14 Pro、Pro Max有“灵动岛”这类创新，价格又太高，不如买顶配老款。正如他所说，iPhone 14系列升级与创新集中于iPhone 14 Pro、Pro Max，有A16芯片、灵动岛、4800万像素主摄，iPhone 14没有升级，仍是A15芯片、1200 万像素主摄、刘海屏。值得一提的是，正式发售后，有不少首批拿到手机的用户吐槽iPhone 14系列问题，包括相机抖动、插卡无信号、灵动岛和第三方软件不适配等，还有用户吐槽截图带灵动岛会暴露隐私。对于相机抖动一事，苹果表示将进行修复，至于iPhone 14 Pro、Pro Max截屏问题，有网友表示只有灵动岛启用时，截屏才会显示灵动岛，灵动岛关闭时不会显示在截屏中。（文中吴杨、晓燕、周舟为化名）","news_type":1},"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9919418694,"gmtCreate":1663841863618,"gmtModify":1676537347831,"author":{"id":"3575981766701819","authorId":"3575981766701819","name":"Amiter","avatar":"https://community-static.tradeup.com/news/8f47707cc65c7781a5af49814f3ae26c","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575981766701819","authorIdStr":"3575981766701819"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9919418694","repostId":"1144339273","repostType":4,"repost":{"id":"1144339273","kind":"news","pubTimestamp":1663838372,"share":"https://ttm.financial/m/news/1144339273?lang=&edition=fundamental","pubTime":"2022-09-22 17:19","market":"us","language":"zh","title":"G9，小鹏的救命稻草？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144339273","media":"华尔街见闻","summary":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/>从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。</p><p>G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。</p><p>小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。</p><p>这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。</p><p>8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。</p><p>并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。</p><p>此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。</p><p>二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。</p><p>投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。</p><p>小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。</p><p>何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。</p><p>按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。</p><p>一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。</p><p>目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。</p><p>但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。</p><p>在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。</p></body></html>","source":"wallstreetcn_api","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\" 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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\">\nG9，小鹏的救命稻草？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-09-22 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3670939><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3670939\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb6e7ebe0ab4a1944e89abe964a27381","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://wallstreetcn.com/articles/3670939","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144339273","content_text":"从去年11月底在广州车展亮相，到9月21日正式上市，小鹏的旗舰SUV G9预热了近一年后姗姗来迟，以一场热闹的 “春晚”拉开了帷幕。G9是小鹏进军高端市场的旗舰产品，其配置不乏亮点，配备了10%-80%最快只需15分钟的超快充；媲美卡宴的驾控感；升级智能驾驶系统为业界首个全场景X-NGP，将此前的泊车、高速或城市行车等单独功能集合衔接为一体，且不依赖高精地图。小鹏汽车CEO何小鹏表示，G9一共推出六个版本，30.99万起售，除纪念版和选装配置外，最高配44.99万元，比竞品理想 L9 MAX（45.98万元）、蔚来ES6（38.4万-44.4万元）等车型都有价格优势。这样的定价，似乎透露了何小鹏此时难以冲刺高端豪华市场的无奈，他的底气并没那么足。8月，小鹏交付量跌破万台“及格线”至9578台，虽同比增长33%，但环比减少1946台、下降了16.9%；整个二季度也显露疲态，增幅相较Q1缩水61个百分点，销量的增长被踩下刹车。并且，小鹏发布的 Q3交付指引不升反降，仅为2.9万-3.1万辆，远低于市场此前预估的 4.59 万辆，与理想一样 “爆雷”了。此外，一直标榜以收益换规模的小鹏，规模没能显著提升，亏损还扩大了。二季度，小鹏毛利率环比下滑 1.3个百分点至 10.9%；其中，车辆毛利率环比下滑 1.3个百分点跌破 10%至 9.1%。且亏损再一次扩大， Q2净亏损达到 27 亿元，比一季度多了10亿元。投资者们的耐心，也渐渐被消耗。小鹏汽车股价从去年年底220港元的历史最高点，一路走低，在G9发布后的9月22日，腰斩至收盘时的53.9港元/股，当日跌幅11.57%，总市值也首度跌破千亿至928亿港元，较最高位蒸发超2000亿港元。小鹏所面临的考验，已然上升到生存的高度。在何小鹏眼中，这款“50万内最好SUV”、“替代保时捷成为新标杆”的G9，是其能否得以翻身的关键。何小鹏寄望G9可以相对走量的同时，修复产品结构帮助提升整体毛利率。他信心十足地喊出“相信 G9 明年会超过奥迪 Q5 的规模，达到月销连续 1 万台”的口号。按照年初小鹏保25万冲30万台的年度目标，G9需要贡献14%，意味着G9在10月开启交付后，四季度平均出货速度要达到1.1万台/月。一直以来，小鹏都是蔚小理三家中走性价比路线的，但这导致它售价虽低，毛利率也低，亏损更是三家中最严重的，因为销售成本非常高。目前看来，G9仍是延续了之前的策略，打性价比牌，走量为上。但G9虽然比竞品便宜，仍是小鹏目前价位最高的产品；并且在这个区间，G9的竞争对手不只是蔚来、理想两家，还有其他许多更为强劲的对手，比如华为9月初刚推出的问界M5 EV、12月将交付的阿维塔11等。在规模增长乏力，新势力贴身血拼的时代，小鹏想要靠G9扭转颓势，没那么容易。包括小鹏在内的所有新势力所面临的问题，是生死。这很残酷，但这就是现实。","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}