SamG personal page - To The Moon

SamG

SamG

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2023-01-02

hd//@MasterStonker:Ya//@MasterStonker: //@MasterStonker: Ya//@MasterStonker: Yoyo//@MasterStonker: Yo//@MasterStonker: Go go go //@MasterStonker: Yo //@MasterStonker: Go go go//@MasterStonker: Go go go //@MasterStonker: Ya//

@TigerEvents:[Rewards] Share Your Positions & Win Tiger Coins 🚀🚀

2023-12-14

2023-04-05

Just do it

2022-08-18

$特斯拉(TSLA)$ggd

2022-06-22

$星展集团控股(D05.SI)$xxx

2022-06-08

$特斯拉(TSLA)$np

2022-08-17

$特斯拉(TSLA)$ffh

2022-06-15

$特斯拉(TSLA)$nnn

2022-12-13

$特斯拉(TSLA)$

2022-08-19

$特斯拉(TSLA)$nn

2022-07-22

$特斯拉(TSLA)$gg

2022-07-17

$特斯拉(TSLA)$ggd

2022-07-09

$特斯拉(TSLA)$ww

2022-05-02

$特斯拉(TSLA)$good

2022-04-15

$特斯拉(TSLA)$holdholdhold

2022-03-10

Good

蔚来正式登陆港交所！李斌的对赌警报解除了吗？

2023-02-08

Microsoft is the best

2023-01-24

$三倍做空半导体ETF-Direxion Daily(SOXS)$

2022-11-15

$特斯拉(TSLA)$

2022-09-09

$特斯拉(TSLA)$nng

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href=\"https://ttm.financial/U/3561713422683896\">@MasterStonker</a>: Go go go//<a href=\"https://ttm.financial/U/3561713422683896\">@MasterStonker</a>: Go go go //<a href=\"https://ttm.financial/U/3561713422683896\">@MasterStonker</a>: Ya//","text":"hd//@MasterStonker:Ya//@MasterStonker: //@MasterStonker: Ya//@MasterStonker: Yoyo//@MasterStonker: Yo//@MasterStonker: Go go go //@MasterStonker: Yo //@MasterStonker: Go go go//@MasterStonker: Go go go //@MasterStonker: Ya//","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":31,"commentSize":29,"repostSize":0,"link":"https://ttm.financial/post/9950020381","repostId":"9918034087","repostType":1,"repost":{"id":9918034087,"gmtCreate":1664282720649,"gmtModify":1676537424717,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/61ed9b39c6cbcdce6372edc1c0b48a2d","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Rewards] Share Your Positions & Win Tiger Coins 🚀🚀","htmlText":"Hi Tigers:I would like to invite you to share your positions and to win Tiger Coins.Sharing positions is simple.From your account holdings interface, you can click \"Share\" by each of your stock holdings to discuss with the community how much money you have made (or lost) on your investments.The move in futures comes afterfive straight days of losses for stocks, with the S&amp;P 500 closing at its lowest level since 2020. The Dow dropped more than 300 points on Monday, putting it in a bear market after falling more than 20% below its record high. The 30-stock average also posted its lowest closing level since late 2020.&nbsp;Due to the Fed's recent increase in interest rates, many stocks have fallen, particularly the technology sector, which has entered the \"discounting season\" early this y","listText":"Hi Tigers:I would like to invite you to share your positions and to win Tiger Coins.Sharing positions is simple.From your account holdings interface, you can click \"Share\" by each of your stock holdings to discuss with the community how much money you have made (or lost) on your investments.The move in futures comes afterfive straight days of losses for stocks, with the S&amp;P 500 closing at its lowest level since 2020. The Dow dropped more than 300 points on Monday, putting it in a bear market after falling more than 20% below its record high. The 30-stock average also posted its lowest closing level since late 2020.&nbsp;Due to the Fed's recent increase in interest rates, many stocks have fallen, particularly the technology sector, which has entered the \"discounting season\" early this y","text":"Hi Tigers:I would like to invite you to share your positions and to win Tiger Coins.Sharing positions is simple.From your account holdings interface, you can click \"Share\" by each of your stock holdings to discuss with the community how much money you have made (or lost) on your investments.The move in futures comes afterfive straight days of losses for stocks, with the S&P 500 closing at its lowest level since 2020. The Dow dropped more than 300 points on Monday, putting it in a bear market after falling more than 20% below its record high. The 30-stock average also posted its lowest closing level since late 2020. Due to the Fed's recent increase in interest rates, many stocks have fallen, particularly the technology sector, which has entered the \"discounting season\" early this y","images":[{"img":"https://community-static.tradeup.com/news/72f8ba29614b0e163d3b73c561c93aff","width":"500","height":"288"},{"img":"https://community-static.tradeup.com/news/2f551caa47ace8fb9a454d89bf1a85a4","width":"1208","height":"802"},{"img":"https://static.tigerbbs.com/b403c20c141980924fa878bf76a65edc","width":"1694","height":"1128"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9918034087","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":251682770022520,"gmtCreate":1702489412663,"gmtModify":1702489417593,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a>&nbsp;","text":"$苹果(AAPL)$","images":[{"img":"https://community-static.tradeup.com/news/cb9e704b08bc8093e6d587335233783c","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/251682770022520","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9948363715,"gmtCreate":1680625551137,"gmtModify":1680625554318,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"&nbsp;Just do it&nbsp;","listText":"&nbsp;Just do it&nbsp;","text":"Just do it","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/9948363715","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991983067,"gmtCreate":1660775790361,"gmtModify":1676536394369,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ggd","listText":"<a 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href=\"https://ttm.financial/S/D05.SI\">$星展集团控股(D05.SI)$</a>xxx","text":"$星展集团控股(D05.SI)$xxx","images":[{"img":"https://community-static.tradeup.com/news/e5ca88c4a69e980ddc9e384fcf1a45f7","width":"1080","height":"2141"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9043947611","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9051171396,"gmtCreate":1654656592715,"gmtModify":1676535487103,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>np","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>np","text":"$特斯拉(TSLA)$np","images":[{"img":"https://community-static.tradeup.com/news/3bb5f82a8f092e3284f2e4a264863603","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9051171396","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9993661894,"gmtCreate":1660690231020,"gmtModify":1676536377318,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ffh","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ffh","text":"$特斯拉(TSLA)$ffh","images":[{"img":"https://community-static.tradeup.com/news/7f9ce01a7092160da6cb220a0a49ef1e","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993661894","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9055874896,"gmtCreate":1655260313715,"gmtModify":1676535598835,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>nnn","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>nnn","text":"$特斯拉(TSLA)$nnn","images":[{"img":"https://community-static.tradeup.com/news/6f1d7a649acae6a109a622248fa29a93","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9055874896","isVote":1,"tweetType":1,"viewCount":3,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581422137932781","authorId":"3581422137932781","name":"Haotodo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"nnn - no nut November","text":"nnn - no nut November","html":"nnn - no nut November"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9923428039,"gmtCreate":1670895722622,"gmtModify":1676538455627,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9923428039","isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9991503128,"gmtCreate":1660862040666,"gmtModify":1676536410624,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>nn","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>nn","text":"$特斯拉(TSLA)$nn","images":[{"img":"https://community-static.tradeup.com/news/56887e075e495185fa34ac32f097dcfc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9991503128","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9077025655,"gmtCreate":1658443317878,"gmtModify":1676536157628,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>gg","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>gg","text":"$特斯拉(TSLA)$gg","images":[{"img":"https://community-static.tradeup.com/news/cb7d612b2057d2791635ae6c6e959120","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9077025655","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9072664282,"gmtCreate":1658026605047,"gmtModify":1676536095511,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ggd","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ggd","text":"$特斯拉(TSLA)$ggd","images":[{"img":"https://community-static.tradeup.com/news/84fc25ace46b9170724dd5b7f7d615a7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9072664282","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9073614701,"gmtCreate":1657333613603,"gmtModify":1676535993624,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ww","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>ww","text":"$特斯拉(TSLA)$ww","images":[{"img":"https://community-static.tradeup.com/news/c3d8b12b0bba11dfac8e521acb522607","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9073614701","isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9063257972,"gmtCreate":1651481074048,"gmtModify":1676534914056,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>good","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>good","text":"$特斯拉(TSLA)$good","images":[{"img":"https://community-static.tradeup.com/news/24a81eef881e183ab546093bb1ced9e1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9063257972","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089540610,"gmtCreate":1650010906158,"gmtModify":1676534628821,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>holdholdhold","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$</a>holdholdhold","text":"$特斯拉(TSLA)$holdholdhold","images":[{"img":"https://community-static.tradeup.com/news/3ce38862b10a33af3f6267f39049e9a2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089540610","isVote":1,"tweetType":1,"viewCount":63,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9038497885,"gmtCreate":1646880560550,"gmtModify":1676534173229,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9038497885","repostId":"1160566470","repostType":4,"repost":{"id":"1160566470","pubTimestamp":1646879754,"share":"https://www.laohu8.com/m/news/1160566470?lang=&edition=full","pubTime":"2022-03-10 10:35","market":"hk","language":"zh","title":"蔚来正式登陆港交所！李斌的对赌警报解除了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1160566470","media":"大摩财经","summary":"在小鹏回港8个月、理想回港7个月后，“迟到”的蔚来终于就位。3月10日，蔚来在港交所挂牌交易，股票代码9866。摩根士丹利、瑞信和中金公司为此次IPO的联席保荐人。至此，“蔚小理”在集体赴美之后，再次","content":"<html><head></head><body><p>在小鹏回港8个月、理想回港7个月后，“迟到”的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>终于就位。3月10日，蔚来在港交所挂牌交易，股票代码9866。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、瑞信和<a href=\"https://laohu8.com/S/601995\">中金公司</a>为此次IPO的联席保荐人。至此，“蔚小理”在集体赴美之后，再次在港股聚首。</p><p><img src=\"https://static.tigerbbs.com/45b74dc3da2322e914a6e3cd92b8c39f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>但是相比两年前，国内造车新势力的局势似乎有了新的变化。</p><p><b>从“蔚小理”变为“小蔚理”</b></p><p><b>蔚来本次IPO并不发行新股，原有的股权结构保持不变。</b>其中，蔚来创始人、董事长兼CEO李斌实际持股10.6%，拥有39%投票权；第二大股东<a href=\"https://laohu8.com/S/00700\">腾讯</a>持股9.8%，拥有17.4%投票权；三股东英国投资机构Baillie Gifford &amp; Co持股6.5%，投票权为3.5%。</p><p>回港上市的蔚来，仍然带着沉重的枷锁。2018年至2021年前三季度，蔚来营收分别为49.51亿元、78.25亿元、162.58亿元和262.36亿元，整体呈上涨态势，但并未改变亏损局面。同期净亏损分别为96.390亿元、112.957亿元及53.041亿元和18.735亿元。蔚来持续亏损的原因，主要是由于高额销售成本以及研发费用增加所致。</p><p><b>以2021年前三季度交付量计算，蔚来累计交付66395辆车，净亏损18.73亿，每辆车差不多亏损3万元。</b></p><p>相比预期中的亏损，蔚来出乎意料的低迷销量更让市场关心。<b>2021年蔚来累计交付91429辆，已经被小鹏反超近7000辆。造车新势力的名次排序也随之发生变更，从昔日的“蔚小理”变为“小蔚理”。</b></p><p>从月销量来看，自去年下半年起，别的造车新势力都在向上，蔚来在向下。2021年7月，蔚来交付量首次失去月度销冠宝座被小鹏反超，8月又被理想和哪吒反超跌出前三，10月因生产线改造当月只交付了3667辆。从2021年11月起连续4个月，小鹏、理想的成绩都要比蔚来好。</p><p><b>整个2021年度蔚来都没能跑赢行业。</b>乘联会数据显示，2021年狭义新能源车（插混、纯电动、燃料电池）全球销量同比增长118%，而蔚来当年的交付量同比增速仅有109.1%。</p><p>2022年以来，蔚来颓势依旧。<b>今年前两个月，蔚来分别交付9652辆和6131辆，不仅明显低于理想和小鹏，甚至已经被哪吒汽车超越。</b></p><p>蔚来销量下滑，与其自身迟迟没有新车推出有很大关系。蔚来目前共有三款车型在售，但其中最“年轻”的EC6，也早在2020年9月开始交付。也就是说，过去一年半以来，蔚来一直没有新车型面试。这三款基于NT1.0平台的车型放在现在来看，硬件和搭载的软件均已经被竞争对手超过。<b>蔚来想要打开销售萎靡的局面，急需新车型救场。</b></p><p>根据计划，蔚来在今年将推出三款新车。除了蔚来已经为人熟知的SUV车型 ES7，还将在3月份和9月份先后交付高端轿跑ET7和中型轿车ET5。</p><p><b>三款新车虽然相比蔚来在售车型硬件明显提升，但横向对比竞争对手似乎并没有太大优势。</b>预计今年3月28日开始交付的蔚来ET7是蔚来首款轿跑，主要卖点之一是激光雷达。虽然2021年1月ET7亮相时，这种概念算得上超前，但一年多过去了，这一技术已经不再时髦。事实上，早在2021年9月实现量产的小鹏P5就采用了激光雷达。</p><p>预计今年下半年交付的蔚来ET5，从命名上就可以看出是蔚来ET7的低端版，也是预计“走量”的车型，但蔚来能否保障供应链是一个极大的考验。</p><p>2021年，蔚来江淮工厂进行了产能升级，将年产能从12万辆提升至24万辆，通过增加班次等方式可达到30万辆。</p><p>产能是上去了，但是蔚来能不能交付出如此多的车还是未知数。<b>李斌此前在采访中表示，电池是制约蔚来交付量的最大因素。</b>蔚来电池供应商只有<a href=\"https://laohu8.com/S/300750\">宁德时代</a>，交付量完全靠宁德时代的产量“赏脸”。相比之下，理想和小鹏同时选择<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的电池，虽然可能缺乏蔚来在宁德时代的议价能力，但可以更好地保证电池供应的稳定。</p><p><b>另外“缺芯”依旧是造车新势力的共同难题，用李斌的话说，“我们很难预期哪一款芯片突然出什么问题。”</b></p><p>除了投产新车型，蔚来还需要大量的钱来投资换电站。蔚来一直是换电方案坚定的拥趸，截至2022年2月，蔚来在全国布局了844座换电站。根据计划，2022年起，蔚来在中国市场每年新增600座换电站，至2025年底，蔚来换电站全球总数将超4000座。</p><p>换电站价值不菲，基本上百万起步。但市场认为，<b>在政策利好新能源车采用换电模式的趋势下，蔚来押注换电站是在用钱换未来，后续可能凭借换电站的数量优势或也能重回赛道第一。</b></p><p>随着新能源汽车竞争进入下半场，造车新势力们除了要面对原有玩家的竞争，也需要面临新巨头的进厂。今年2月底，上汽与阿里合作的智己L7已经正式投产。<a href=\"https://laohu8.com/S/BIDU\">百度</a>和小米的汽车也计划于2023年和2024年开始量产。</p><p>蔚来本次回港上市，除了要面临销量下滑带来的投资影响，还需要考虑资本市场对新能源汽车赛道整体估值下滑。年初至今，港股<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>和理想分别下跌44.71%和19.89%，美股蔚来跌幅也超过四成以上。</p><p>蔚来作为守擂的一方，如何顶住新巨头的冲击，在接下来的数年内尤为关键。但有意思的是，持续亏损且有大量投资需求的蔚来本次上市并未融资，还表示自己不缺钱。</p><p><b>不融资的上市</b></p><p>蔚来在赴港上市之际，已经向新加坡证券交易所提出以介绍方式实现上市，具体上市日期还待审核。</p><p><b>不管是港交所还是新交所，蔚来均采取“介绍上市”的方式，不发新股也不募资，只是公司股东将本身的旧股申请挂牌买卖，不涉及新的融资。</b></p><p>同为造车新势力的小鹏和理想回港都采用了双重上市，即美股和港股分别IPO，两个股票市场是相互独立的，虽仍然要同时受到两地的监管，但满足沪港通和深港通的接入条件后，可以直接吸引国内A股投资者。小鹏和理想通过在港股上市分别募资140亿港元和118亿港元。</p><p>而此前回港的互联网公司<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、百度等采用的是二次上市，审核相对宽松，上市成功后，两地的股票可以实现跨市场流通。二次上市同样可以融资，阿里和百度二次回港，分别融资880亿港元和240亿港元。</p><p>蔚来采用的“介绍上市”的方式，不发行新股、不募集资金，只提供股票交易。对此，蔚来解释称，回港上市可为投资者提供备选的交易地点，缓解地缘政治风险，并强调目前资金充沛。</p><p>但蔚来最初的计划可不是这样的。2021年3月曾有消息传出，蔚来 “通过秘密方式”在港提交了二次上市申请。至于为何没能二次上市成功，与蔚来在2019年建立的用户信托基金脱不开关系。</p><p>李斌于2019年1月将其名下的5000万股蔚来股票转出，成立蔚来用户信托基金。根据蔚来的说法，这部分信托基金的收益将分给用户。</p><p>蔚来目前尚未盈利，用户信托基金无法分红，想要获利只能出售股权。根据章程，蔚来用户信托基金初始资产为5000万股，每一财年可出售不超过5%，超出5000万股的部分出售则不受限制。但信托基金的持股何时卖出？卖出多少？对李斌的投票权有多大影响？这些问题蔚来并未讲清。因此，港交所压下了蔚来二次上市的计划。</p><p>除此之外，<b>市场还关心，这部分基金收益是否会让部分蔚来用户成为其“喉舌”。</b>2021年8月，31岁的企业家林文钦驾驶蔚来ES8汽车启用自动驾驶功能（NOP领航状态）后，发生交通事故离世。这让蔚来的自动驾驶功能被推上舆论风口，外界质疑其涉嫌诱导用户。</p><p>随后，500位蔚来车主主动帮蔚来平息舆情，发布NOP/NP 系统认知的联合声明，否认蔚来在自动驾驶上宣传误导。值得注意的是，这个“500人声明”的牵头人就是蔚来用户信托基金的理事之一。</p><p>截至2021年三季末，蔚来现金储备约470亿元。同年11月，蔚来完成美股ATM增发，融资20亿美元（约人民币127亿元）。</p><p>按照小鹏、理想回港上市的募资规模来看，蔚来即使成功双重上市，能募集的资金大概也就是这个规模。换句话说，<b>不是蔚来不缺钱，而是由于港股IPO不顺利，把本来想通过港股募集的资金，转道通过美股增发实现了。</b>由此来看，蔚来回港的短期目标并不是融资，而是挂牌“卡位”。</p><p>值得一提的是，合肥市政府曾在官微上透露，其要求蔚来要在2025年前在科创板上市。虽然该微博已经被删除，但可以肯定的是，接下来一段时间里，蔚来的上市步伐不会放慢。</p><p><b>对赌警报</b></p><p>随着蔚来赴港上市成为定局，蔚来此前与合肥国资签订的对赌协议也再次被市场关注。</p><p>2019年，蔚来巨额亏损、产品自燃、高管离职等诸多困境，在资本市场上也溃不成军，股价最低跌至接近1美元，早期投资者高瓴一度清仓蔚来。</p><p>彼时，李斌被称为“最惨的男人”，数次希望与北京亦庄国投、浙江湖州吴兴区政府等国资合作均被拒绝。直到2020年蔚来与合肥市政府达成合作，拿到70亿“救命钱”后，蔚来才逐渐缓了过来。</p><p>2020年4月，蔚来与合肥国资达成战略合作，合肥国资向蔚来中国投资70亿元，蔚来投资42.6亿元，二者分别持有蔚来中国的24.1%和75.9%的股份。</p><p>同时，合肥资方要求蔚来中国在收到投资后48个月内提交IPO，并在60个月内完成上市；蔚来汽车或蔚来中国的控制权不能发生变化。</p><p>如果没完成IPO或控股权发生变化，李斌要赎回蔚来中国的股份，赎回价格是合肥国资的投资总额，并以年利率8.5%计算利息。</p><p>根据媒体报道，IPO之外，蔚来需要完成的业绩承诺还包括：2020年营收148亿元（上市3款车型），2024年营收1200亿元（上市6-8款车型），2020年至2025年总营收4200亿元，总税收78亿。</p><p>在这份并未公开披露的协议里，蔚来需要缴纳的总税收已经超过了合肥国资的投资总额。2020年，蔚来营收163亿元，完成当年营收目标。2021年前三季度，蔚来实现营收262亿元，预计全年营收在350亿元左右。也就是说，<b>蔚来想要完成对赌，需要在接下来的四年里完成3700亿元左右的营收，平均每年营收超过900亿元。</b></p><p>这个营收标准对于目前的蔚来来说，几乎是一个不可能完成的目标。李斌要如何破局，值得进一步关注。</p></body></html>","source":"lsy1568072423709","collect":0,"html":"<!DOCTYPE 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}\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蔚来正式登陆港交所！李斌的对赌警报解除了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-10 10:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650858655&idx=1&sn=7809664295cd3fcb760895ee32cca6aa&chksm=f1aa2d5ec6dda448c6c50381a08a6fa407644f2b5d1a3d31dcea3559062111562116ba29e917#rd><strong>大摩财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在小鹏回港8个月、理想回港7个月后，“迟到”的蔚来终于就位。3月10日，蔚来在港交所挂牌交易，股票代码9866。摩根士丹利、瑞信和中金公司为此次IPO的联席保荐人。至此，“蔚小理”在集体赴美之后，再次在港股聚首。但是相比两年前，国内造车新势力的局势似乎有了新的变化。从“蔚小理”变为“小蔚理”蔚来本次IPO并不发行新股，原有的股权结构保持不变。其中，蔚来创始人、董事长兼CEO李斌实际持股10.6%，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650858655&idx=1&sn=7809664295cd3fcb760895ee32cca6aa&chksm=f1aa2d5ec6dda448c6c50381a08a6fa407644f2b5d1a3d31dcea3559062111562116ba29e917#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1aca03709a056983dd75af00d87d9e53","relate_stocks":{"09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK4531":"中概回港概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4526":"热门中概股","BK4099":"汽车制造商","BK4504":"桥水持仓","BK4532":"文艺复兴科技持仓","BK4509":"腾讯概念"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzI2MTE3NzUxOA==&mid=2650858655&idx=1&sn=7809664295cd3fcb760895ee32cca6aa&chksm=f1aa2d5ec6dda448c6c50381a08a6fa407644f2b5d1a3d31dcea3559062111562116ba29e917#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160566470","content_text":"在小鹏回港8个月、理想回港7个月后，“迟到”的蔚来终于就位。3月10日，蔚来在港交所挂牌交易，股票代码9866。摩根士丹利、瑞信和中金公司为此次IPO的联席保荐人。至此，“蔚小理”在集体赴美之后，再次在港股聚首。但是相比两年前，国内造车新势力的局势似乎有了新的变化。从“蔚小理”变为“小蔚理”蔚来本次IPO并不发行新股，原有的股权结构保持不变。其中，蔚来创始人、董事长兼CEO李斌实际持股10.6%，拥有39%投票权；第二大股东腾讯持股9.8%，拥有17.4%投票权；三股东英国投资机构Baillie Gifford & Co持股6.5%，投票权为3.5%。回港上市的蔚来，仍然带着沉重的枷锁。2018年至2021年前三季度，蔚来营收分别为49.51亿元、78.25亿元、162.58亿元和262.36亿元，整体呈上涨态势，但并未改变亏损局面。同期净亏损分别为96.390亿元、112.957亿元及53.041亿元和18.735亿元。蔚来持续亏损的原因，主要是由于高额销售成本以及研发费用增加所致。以2021年前三季度交付量计算，蔚来累计交付66395辆车，净亏损18.73亿，每辆车差不多亏损3万元。相比预期中的亏损，蔚来出乎意料的低迷销量更让市场关心。2021年蔚来累计交付91429辆，已经被小鹏反超近7000辆。造车新势力的名次排序也随之发生变更，从昔日的“蔚小理”变为“小蔚理”。从月销量来看，自去年下半年起，别的造车新势力都在向上，蔚来在向下。2021年7月，蔚来交付量首次失去月度销冠宝座被小鹏反超，8月又被理想和哪吒反超跌出前三，10月因生产线改造当月只交付了3667辆。从2021年11月起连续4个月，小鹏、理想的成绩都要比蔚来好。整个2021年度蔚来都没能跑赢行业。乘联会数据显示，2021年狭义新能源车（插混、纯电动、燃料电池）全球销量同比增长118%，而蔚来当年的交付量同比增速仅有109.1%。2022年以来，蔚来颓势依旧。今年前两个月，蔚来分别交付9652辆和6131辆，不仅明显低于理想和小鹏，甚至已经被哪吒汽车超越。蔚来销量下滑，与其自身迟迟没有新车推出有很大关系。蔚来目前共有三款车型在售，但其中最“年轻”的EC6，也早在2020年9月开始交付。也就是说，过去一年半以来，蔚来一直没有新车型面试。这三款基于NT1.0平台的车型放在现在来看，硬件和搭载的软件均已经被竞争对手超过。蔚来想要打开销售萎靡的局面，急需新车型救场。根据计划，蔚来在今年将推出三款新车。除了蔚来已经为人熟知的SUV车型 ES7，还将在3月份和9月份先后交付高端轿跑ET7和中型轿车ET5。三款新车虽然相比蔚来在售车型硬件明显提升，但横向对比竞争对手似乎并没有太大优势。预计今年3月28日开始交付的蔚来ET7是蔚来首款轿跑，主要卖点之一是激光雷达。虽然2021年1月ET7亮相时，这种概念算得上超前，但一年多过去了，这一技术已经不再时髦。事实上，早在2021年9月实现量产的小鹏P5就采用了激光雷达。预计今年下半年交付的蔚来ET5，从命名上就可以看出是蔚来ET7的低端版，也是预计“走量”的车型，但蔚来能否保障供应链是一个极大的考验。2021年，蔚来江淮工厂进行了产能升级，将年产能从12万辆提升至24万辆，通过增加班次等方式可达到30万辆。产能是上去了，但是蔚来能不能交付出如此多的车还是未知数。李斌此前在采访中表示，电池是制约蔚来交付量的最大因素。蔚来电池供应商只有宁德时代，交付量完全靠宁德时代的产量“赏脸”。相比之下，理想和小鹏同时选择比亚迪的电池，虽然可能缺乏蔚来在宁德时代的议价能力，但可以更好地保证电池供应的稳定。另外“缺芯”依旧是造车新势力的共同难题，用李斌的话说，“我们很难预期哪一款芯片突然出什么问题。”除了投产新车型，蔚来还需要大量的钱来投资换电站。蔚来一直是换电方案坚定的拥趸，截至2022年2月，蔚来在全国布局了844座换电站。根据计划，2022年起，蔚来在中国市场每年新增600座换电站，至2025年底，蔚来换电站全球总数将超4000座。换电站价值不菲，基本上百万起步。但市场认为，在政策利好新能源车采用换电模式的趋势下，蔚来押注换电站是在用钱换未来，后续可能凭借换电站的数量优势或也能重回赛道第一。随着新能源汽车竞争进入下半场，造车新势力们除了要面对原有玩家的竞争，也需要面临新巨头的进厂。今年2月底，上汽与阿里合作的智己L7已经正式投产。百度和小米的汽车也计划于2023年和2024年开始量产。蔚来本次回港上市，除了要面临销量下滑带来的投资影响，还需要考虑资本市场对新能源汽车赛道整体估值下滑。年初至今，港股小鹏汽车和理想分别下跌44.71%和19.89%，美股蔚来跌幅也超过四成以上。蔚来作为守擂的一方，如何顶住新巨头的冲击，在接下来的数年内尤为关键。但有意思的是，持续亏损且有大量投资需求的蔚来本次上市并未融资，还表示自己不缺钱。不融资的上市蔚来在赴港上市之际，已经向新加坡证券交易所提出以介绍方式实现上市，具体上市日期还待审核。不管是港交所还是新交所，蔚来均采取“介绍上市”的方式，不发新股也不募资，只是公司股东将本身的旧股申请挂牌买卖，不涉及新的融资。同为造车新势力的小鹏和理想回港都采用了双重上市，即美股和港股分别IPO，两个股票市场是相互独立的，虽仍然要同时受到两地的监管，但满足沪港通和深港通的接入条件后，可以直接吸引国内A股投资者。小鹏和理想通过在港股上市分别募资140亿港元和118亿港元。而此前回港的互联网公司阿里巴巴、百度等采用的是二次上市，审核相对宽松，上市成功后，两地的股票可以实现跨市场流通。二次上市同样可以融资，阿里和百度二次回港，分别融资880亿港元和240亿港元。蔚来采用的“介绍上市”的方式，不发行新股、不募集资金，只提供股票交易。对此，蔚来解释称，回港上市可为投资者提供备选的交易地点，缓解地缘政治风险，并强调目前资金充沛。但蔚来最初的计划可不是这样的。2021年3月曾有消息传出，蔚来 “通过秘密方式”在港提交了二次上市申请。至于为何没能二次上市成功，与蔚来在2019年建立的用户信托基金脱不开关系。李斌于2019年1月将其名下的5000万股蔚来股票转出，成立蔚来用户信托基金。根据蔚来的说法，这部分信托基金的收益将分给用户。蔚来目前尚未盈利，用户信托基金无法分红，想要获利只能出售股权。根据章程，蔚来用户信托基金初始资产为5000万股，每一财年可出售不超过5%，超出5000万股的部分出售则不受限制。但信托基金的持股何时卖出？卖出多少？对李斌的投票权有多大影响？这些问题蔚来并未讲清。因此，港交所压下了蔚来二次上市的计划。除此之外，市场还关心，这部分基金收益是否会让部分蔚来用户成为其“喉舌”。2021年8月，31岁的企业家林文钦驾驶蔚来ES8汽车启用自动驾驶功能（NOP领航状态）后，发生交通事故离世。这让蔚来的自动驾驶功能被推上舆论风口，外界质疑其涉嫌诱导用户。随后，500位蔚来车主主动帮蔚来平息舆情，发布NOP/NP 系统认知的联合声明，否认蔚来在自动驾驶上宣传误导。值得注意的是，这个“500人声明”的牵头人就是蔚来用户信托基金的理事之一。截至2021年三季末，蔚来现金储备约470亿元。同年11月，蔚来完成美股ATM增发，融资20亿美元（约人民币127亿元）。按照小鹏、理想回港上市的募资规模来看，蔚来即使成功双重上市，能募集的资金大概也就是这个规模。换句话说，不是蔚来不缺钱，而是由于港股IPO不顺利，把本来想通过港股募集的资金，转道通过美股增发实现了。由此来看，蔚来回港的短期目标并不是融资，而是挂牌“卡位”。值得一提的是，合肥市政府曾在官微上透露，其要求蔚来要在2025年前在科创板上市。虽然该微博已经被删除，但可以肯定的是，接下来一段时间里，蔚来的上市步伐不会放慢。对赌警报随着蔚来赴港上市成为定局，蔚来此前与合肥国资签订的对赌协议也再次被市场关注。2019年，蔚来巨额亏损、产品自燃、高管离职等诸多困境，在资本市场上也溃不成军，股价最低跌至接近1美元，早期投资者高瓴一度清仓蔚来。彼时，李斌被称为“最惨的男人”，数次希望与北京亦庄国投、浙江湖州吴兴区政府等国资合作均被拒绝。直到2020年蔚来与合肥市政府达成合作，拿到70亿“救命钱”后，蔚来才逐渐缓了过来。2020年4月，蔚来与合肥国资达成战略合作，合肥国资向蔚来中国投资70亿元，蔚来投资42.6亿元，二者分别持有蔚来中国的24.1%和75.9%的股份。同时，合肥资方要求蔚来中国在收到投资后48个月内提交IPO，并在60个月内完成上市；蔚来汽车或蔚来中国的控制权不能发生变化。如果没完成IPO或控股权发生变化，李斌要赎回蔚来中国的股份，赎回价格是合肥国资的投资总额，并以年利率8.5%计算利息。根据媒体报道，IPO之外，蔚来需要完成的业绩承诺还包括：2020年营收148亿元（上市3款车型），2024年营收1200亿元（上市6-8款车型），2020年至2025年总营收4200亿元，总税收78亿。在这份并未公开披露的协议里，蔚来需要缴纳的总税收已经超过了合肥国资的投资总额。2020年，蔚来营收163亿元，完成当年营收目标。2021年前三季度，蔚来实现营收262亿元，预计全年营收在350亿元左右。也就是说，蔚来想要完成对赌，需要在接下来的四年里完成3700亿元左右的营收，平均每年营收超过900亿元。这个营收标准对于目前的蔚来来说，几乎是一个不可能完成的目标。李斌要如何破局，值得进一步关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955758587,"gmtCreate":1675786333349,"gmtModify":1675786338046,"author":{"id":"4088336961102170","authorId":"4088336961102170","name":"SamG","avatar":"https://static.itradeup.com/news/104375ae6577f1b377748426c88b86fc","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Microsoft 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