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_Sky_

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- _Sky__Sky_
  ·10-16
  $XPeng Inc.(XPEV)$ [Call] [Call] [Call]
  137 Comment
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- _Sky__Sky_
  ·10-16
  $Tiger Brokers(TIGR)$ [Call] [Call] [Call]
  105 Comment
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- _Sky__Sky_
  ·04-30
  Looking forward to 20 may
  何小鹏如何免费给车主“换新车”？宣布5月20日史诗级OTA
  何小鹏表示，AI天玑系统是行业首个将 AI 技术全面应用于智能座舱与智能驾驶的操作系统。
  何小鹏如何免费给车主“换新车”？宣布5月20日史诗级OTA
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- _Sky__Sky_
  ·04-30
  Happy labor day everyone 🥳🥳
  191 Comment
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- _Sky__Sky_
  ·04-04
  1million
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- _Sky__Sky_
  ·03-22
  Guess the winner，Earn Tiger Coins
  Find out more here:Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.
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  Guess the winner，Earn Tiger Coins
- _Sky__Sky_
  ·03-13
  Crypto payment
  171 Comment
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- _Sky__Sky_
  ·02-20
  $Tiger Brokers(TIGR)$ debit card is up to apply under profile 🍀
  265 Comment
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- _Sky__Sky_
  ·2023-08-17
  Hahahahaha
  Xpeng Q2 Earnings Preview: No Big Surprises, but H2 Outlook Expected to Improve Meaningfully
  Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order
  Xpeng Q2 Earnings Preview: No Big Surprises, but H2 Outlook Expected to Improve Meaningfully
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- _Sky__Sky_
  ·2023-06-29
  $XPeng Inc.(XPEV)$ bullish
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[Call]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/360721431970064","isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300900371574976,"gmtCreate":1714481510134,"gmtModify":1714481514933,"author":{"id":"3562898878290517","authorId":"3562898878290517","name":"_Sky_","avatar":"https://community-static.tradeup.com/news/6b15f84aa6a959f76d272b78b621b793","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562898878290517","authorIdStr":"3562898878290517"},"themes":[],"htmlText":"Looking forward to 20 may&nbsp;","listText":"Looking forward to 20 may&nbsp;","text":"Looking forward to 20 may","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300900371574976","repostId":"2431350898","repostType":2,"repost":{"id":"2431350898","kind":"news","pubTimestamp":1714459601,"share":"https://ttm.financial/m/news/2431350898?lang=&edition=fundamental","pubTime":"2024-04-30 14:46","market":"us","language":"zh","title":"何小鹏如何免费给车主“换新车”？宣布5月20日史诗级OTA","url":"https://stock-news.laohu8.com/highlight/detail?id=2431350898","media":"车东西","summary":"何小鹏表示，AI天玑系统是行业首个将 AI 技术全面应用于智能座舱与智能驾驶的操作系统。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OdxYz5EeXS2z9cWDIWUx3FAiAx0sP6qMueyANTe5tL_FAAA/0\"/><p>车东西（公众号：chedongxi）</p><p>文｜漠影</p><p>车东西4月30日消息，在4月25日开幕的2024北京国际车展上，各路车企都在峁着劲发布、展示首发亮相的新车夺人眼球，作为造车新势力代表的<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>这次有些另类，整个展台都给了他们最排面的车型— —7座纯电MPV小鹏X9。</p><p>之所以是排面，是因为过去一段时间，小鹏X9获得了一个“九冠王”的名号，即在纯电MPV销量、纯电续航、用户口碑……等9个方面的领先表现和成绩。</p><img src=\"https://inews.gtimg.com/om_bt/OItrBG-mTdrYsmtRPIbmn00MzVZOdZ4_J5ouMejJYKzG0AA/0\"/><p>▲“九冠王”小鹏X9</p><p>在小鹏汽车的展台上，看似没有首发新车，但在北京车展开幕首日的小鹏汽车发布活动上，小鹏汽车CEO何小鹏还是发布了“一系列的新车”，核心来自两个方面：</p><p>1.通过宣布全球首发AI天玑系统在5月20日全量推送，让小鹏旗下的G9、X9、P7i、G6等车型全系焕新，新版系统“AI天玑”的核心变化是有了大模型的加持，因而在人机AI共驾、车载系统的AI交互方面将获得全新的体验。</p><p>2.现场也透露了小鹏的新品牌“MONA”，也就是何小鹏在前一阵百人会年会演讲中提到的，面向15万元级别市场的车型，从其定位描述“颠覆创新的全新物种，全球AI智驾汽车普及者”看，价格友好的AI智驾会是核心特色。</p><img src=\"https://inews.gtimg.com/om_bt/OrdJQRUil_KNwz2OhkIN_j4EUSPXlMtW6kBXypnds4aQcAA/0\"/><p>▲何小鹏剧透新车系MONA</p><p>一个什么样的OTA才称得上“史诗级”，能让你感觉像换了辆新车似的呢？可以看看小鹏汽车这次全球首发的AI天玑系统到底有什么厉害之处。</p><p>一、AI天玑系统=AI Buff叠满的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱</p><p>小鹏汽车这套AI天玑系统，简单讲就是把大模型等当下最前沿的核心技术真正在智能座舱和智能驾驶系统上运用的版本，这也是当下做得最好的几家车企智驾、智舱方面竞争的关键。</p><p>何小鹏表示，AI天玑系统是行业首个将 AI 技术全面应用于智能座舱与智能驾驶的操作系统。AI天玑系统的全球首发，标志着小鹏汽车全面进入AI时代。</p><img src=\"https://inews.gtimg.com/om_bt/O2BUqR2rEZIRPxNfUyNGALMg9WH_gvjNLHy_wn0MBer1sAA/0\"/><p>具体看，在智能座舱方面，AI天玑系统基于AI大模型的深度应用，让小鹏汽车的生活助理——AI小P，具备更高级别的理解能力，能通过个性化组合100多项座舱功能，为用户提供全面的管家式服务，实现精准预测、顺畅沟通及准确执行用户需求。</p><p>简单讲，升级AI天玑系统后，你可以在小鹏车型上通过“你好，小P”进行天马行空的对话，提各种你想让他帮你做的事，而不仅仅是开个空调调个温度那么简单。</p><p>二、AI天玑系统=学习能力极强的智驾系统</p><p>在智能驾驶方面，小鹏汽车强调的是最懂用户的“AI人机共驾”，无论智驾还是人驾，都能获得舒心的驾乘体验。</p><p>具体的应用案例有，其AI保镖通过升级SR感知能力（即Surrounding Reality，基于车载感知能力，对自车周边交通参与者、道路设施等进行实时渲染和可视化展示），能够将场景感知范围扩大至1.8个标准足球场大小，可精准识别50+个目标物。而通过哨兵模式，可做到24小时在线记录，提前预警潜在风险。</p><p>在AI智驾方面，小鹏汽车则着重强调了出行助理AI司机的视觉感知能力和规控能力的大幅提升。比如，AI代驾功能基于强大的自主学习能力，能够在用户手动驾驶时精准记忆行驶路径。仅需一次学习，系统便可生成定制化的驾驶路线，为用户提供覆盖全程的智能辅助驾驶体验，每个用户最多可选择10条路线，每条路线最长100km。因而实现智驾和人驾开得一样好，全国都能用，全程都好用。</p><p>三、AI天玑系统5月20日开始全量推送</p><p>何小鹏现场宣布，5月20日，AI天玑系统将全量推送覆盖小鹏 X9、G6 、G9 、P7i四款车型所有的Pro和Max版本，让小鹏车主免费“换新车”。</p><p>在技术升级上，小鹏汽车这次除了宣布AI天玑系统的推送计划，在超充方面也有一个大的进展，宣布其800kW液冷S5超快充，将于2024年Q3全面升级，补能速度将达到真正的“1秒超过1公里”，能够极大提高车主的出行效率和补能体验，解决续航焦虑。</p><img src=\"https://inews.gtimg.com/om_bt/OMmuxHhjAgpmWyCgxZU1JSS1s2xwTTModKxh_wUFQl3UQAA/0\"/><p>▲AI天玑系统5月20日开始全量推送</p><p>结语：大模型时代，车企进入智能化决赛</p><p>上半场拼电动化、下半年拼智能化，是现在汽车电动化、智能化发展趋势的行业共识。</p><p>创业十年的小鹏汽车，过去无论在车载语音交互还是智能驾驶体验方面，都被市场认为走在前列。不过，大模型的到来给智能化方向来了一次吹枯拉朽的改变，在这样的行业背景下，只有能最早把AI大模型核心技术运用到智能座舱和智能驾驶，才能真正赢得智能化决赛，上到新阶段的牌桌。</p><p>5月20日小鹏AI天玑系统正式开始推送后，用户应该能感受到小鹏汽车的大模型对座舱和智驾系统赋能后的“新车”体验了。</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>何小鹏如何免费给车主“换新车”？宣布5月20日史诗级OTA</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n何小鹏如何免费给车主“换新车”？宣布5月20日史诗级OTA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 14:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014475487c2807f&s=b><strong>车东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>车东西（公众号：chedongxi）文｜漠影车东西4月30日消息，在4月25日开幕的2024北京国际车展上，各路车企都在峁着劲发布、展示首发亮相的新车夺人眼球，作为造车新势力代表的小鹏汽车这次有些另类，整个展台都给了他们最排面的车型— —7座纯电MPV小鹏X9。之所以是排面，是因为过去一段时间，小鹏X9获得了一个“九冠王”的名号，即在纯电MPV销量、纯电续航、用户口碑……等9个方面的领先表现和成绩...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014475487c2807f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","09868":"小鹏汽车-W","BK4526":"热门中概股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","XPEV":"小鹏汽车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014475487c2807f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2431350898","content_text":"车东西（公众号：chedongxi）文｜漠影车东西4月30日消息，在4月25日开幕的2024北京国际车展上，各路车企都在峁着劲发布、展示首发亮相的新车夺人眼球，作为造车新势力代表的小鹏汽车这次有些另类，整个展台都给了他们最排面的车型— —7座纯电MPV小鹏X9。之所以是排面，是因为过去一段时间，小鹏X9获得了一个“九冠王”的名号，即在纯电MPV销量、纯电续航、用户口碑……等9个方面的领先表现和成绩。▲“九冠王”小鹏X9在小鹏汽车的展台上，看似没有首发新车，但在北京车展开幕首日的小鹏汽车发布活动上，小鹏汽车CEO何小鹏还是发布了“一系列的新车”，核心来自两个方面：1.通过宣布全球首发AI天玑系统在5月20日全量推送，让小鹏旗下的G9、X9、P7i、G6等车型全系焕新，新版系统“AI天玑”的核心变化是有了大模型的加持，因而在人机AI共驾、车载系统的AI交互方面将获得全新的体验。2.现场也透露了小鹏的新品牌“MONA”，也就是何小鹏在前一阵百人会年会演讲中提到的，面向15万元级别市场的车型，从其定位描述“颠覆创新的全新物种，全球AI智驾汽车普及者”看，价格友好的AI智驾会是核心特色。▲何小鹏剧透新车系MONA一个什么样的OTA才称得上“史诗级”，能让你感觉像换了辆新车似的呢？可以看看小鹏汽车这次全球首发的AI天玑系统到底有什么厉害之处。一、AI天玑系统=AI Buff叠满的智能座舱小鹏汽车这套AI天玑系统，简单讲就是把大模型等当下最前沿的核心技术真正在智能座舱和智能驾驶系统上运用的版本，这也是当下做得最好的几家车企智驾、智舱方面竞争的关键。何小鹏表示，AI天玑系统是行业首个将 AI 技术全面应用于智能座舱与智能驾驶的操作系统。AI天玑系统的全球首发，标志着小鹏汽车全面进入AI时代。具体看，在智能座舱方面，AI天玑系统基于AI大模型的深度应用，让小鹏汽车的生活助理——AI小P，具备更高级别的理解能力，能通过个性化组合100多项座舱功能，为用户提供全面的管家式服务，实现精准预测、顺畅沟通及准确执行用户需求。简单讲，升级AI天玑系统后，你可以在小鹏车型上通过“你好，小P”进行天马行空的对话，提各种你想让他帮你做的事，而不仅仅是开个空调调个温度那么简单。二、AI天玑系统=学习能力极强的智驾系统在智能驾驶方面，小鹏汽车强调的是最懂用户的“AI人机共驾”，无论智驾还是人驾，都能获得舒心的驾乘体验。具体的应用案例有，其AI保镖通过升级SR感知能力（即Surrounding Reality，基于车载感知能力，对自车周边交通参与者、道路设施等进行实时渲染和可视化展示），能够将场景感知范围扩大至1.8个标准足球场大小，可精准识别50+个目标物。而通过哨兵模式，可做到24小时在线记录，提前预警潜在风险。在AI智驾方面，小鹏汽车则着重强调了出行助理AI司机的视觉感知能力和规控能力的大幅提升。比如，AI代驾功能基于强大的自主学习能力，能够在用户手动驾驶时精准记忆行驶路径。仅需一次学习，系统便可生成定制化的驾驶路线，为用户提供覆盖全程的智能辅助驾驶体验，每个用户最多可选择10条路线，每条路线最长100km。因而实现智驾和人驾开得一样好，全国都能用，全程都好用。三、AI天玑系统5月20日开始全量推送何小鹏现场宣布，5月20日，AI天玑系统将全量推送覆盖小鹏 X9、G6 、G9 、P7i四款车型所有的Pro和Max版本，让小鹏车主免费“换新车”。在技术升级上，小鹏汽车这次除了宣布AI天玑系统的推送计划，在超充方面也有一个大的进展，宣布其800kW液冷S5超快充，将于2024年Q3全面升级，补能速度将达到真正的“1秒超过1公里”，能够极大提高车主的出行效率和补能体验，解决续航焦虑。▲AI天玑系统5月20日开始全量推送结语：大模型时代，车企进入智能化决赛上半场拼电动化、下半年拼智能化，是现在汽车电动化、智能化发展趋势的行业共识。创业十年的小鹏汽车，过去无论在车载语音交互还是智能驾驶体验方面，都被市场认为走在前列。不过，大模型的到来给智能化方向来了一次吹枯拉朽的改变，在这样的行业背景下，只有能最早把AI大模型核心技术运用到智能座舱和智能驾驶，才能真正赢得智能化决赛，上到新阶段的牌桌。5月20日小鹏AI天玑系统正式开始推送后，用户应该能感受到小鹏汽车的大模型对座舱和智驾系统赋能后的“新车”体验了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300790630015000,"gmtCreate":1714454631323,"gmtModify":1714454635259,"author":{"id":"3562898878290517","authorId":"3562898878290517","name":"_Sky_","avatar":"https://community-static.tradeup.com/news/6b15f84aa6a959f76d272b78b621b793","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562898878290517","authorIdStr":"3562898878290517"},"themes":[],"htmlText":"Happy labor day everyone 🥳🥳","listText":"Happy labor day everyone 🥳🥳","text":"Happy labor day everyone 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payment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283876619186224","isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":275854915612880,"gmtCreate":1708386120187,"gmtModify":1708386122974,"author":{"id":"3562898878290517","authorId":"3562898878290517","name":"_Sky_","avatar":"https://community-static.tradeup.com/news/6b15f84aa6a959f76d272b78b621b793","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562898878290517","authorIdStr":"3562898878290517"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> debit card is up to apply under profile 🍀","listText":"<a href=\"https://ttm.financial/S/TIGR\">$Tiger Brokers(TIGR)$ </a> debit card is up to apply under profile 🍀","text":"$Tiger Brokers(TIGR)$ debit card is up to apply under profile 🍀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/275854915612880","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209956556427352,"gmtCreate":1692281242977,"gmtModify":1692281247291,"author":{"id":"3562898878290517","authorId":"3562898878290517","name":"_Sky_","avatar":"https://community-static.tradeup.com/news/6b15f84aa6a959f76d272b78b621b793","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562898878290517","authorIdStr":"3562898878290517"},"themes":[],"htmlText":"Hahahahaha","listText":"Hahahahaha","text":"Hahahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209956556427352","repostId":"1173505465","repostType":2,"repost":{"id":"1173505465","kind":"news","pubTimestamp":1691585700,"share":"https://ttm.financial/m/news/1173505465?lang=&edition=fundamental","pubTime":"2023-08-09 20:55","market":"us","language":"en","title":"Xpeng Q2 Earnings Preview: No Big Surprises, but H2 Outlook Expected to Improve Meaningfully","url":"https://stock-news.laohu8.com/highlight/detail?id=1173505465","media":"CnEVPost","summary":"Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order ","content":"<html><head></head><body><blockquote>Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/caec4905098c765668c1651734620c29\" tg-width=\"1200\" tg-height=\"601\"/></p><p style=\"text-align: left;\">Xpeng (NYSE: XPEV) will report its unaudited financial results for the second quarter on Friday, August 18, before the US markets open. Deutsche Bank analyst Edison Yu&#39;s team has provided their preview and shared their thoughts on the company&#39;s recent key developments.</p><p style=\"text-align: left;\">For Xpeng&#39;s second-quarter earnings, no big surprises are expected, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book, the team said in a research note sent to investors on August 6.</p><p>Beyond that, the focus is shifting to the optionality Xpeng possesses with Volkswagen and potentially other OEMs via a high-margin recurring &#34;technology service revenue&#34; stream&#34;, the team said.</p><p>Previous figures show that Xpeng delivered 23,205 vehicles in the second quarter, exceeding the upper end of the company&#39;s guidance range of 21,000 to 22,000 vehicles.</p><p style=\"text-align: left;\">Those second-quarter deliveries were up 27.29 percent from 18,230 vehicles in the first quarter, but down 32.59 percent from 34,422 vehicles in the same period last year.</p><p style=\"text-align: left;\">Xpeng had previously guided for second-quarter revenue of between RMB 4.5 billion ($625 million) and RMB 4.7 billion, a year-on-year decrease of about 36.8 percent to 39.5 percent.</p><p style=\"text-align: left;\">Yu&#39;s team expects Xpeng to post mixed results in the second quarter, with promotions hurting margins.</p><p style=\"text-align: left;\">Specifically, the team expects revenue of RMB 4.94 billion, a gross margin of 2.5 percent and adjusted earnings per share of RMB -2.64.</p><p>That compares with analyst consensus estimates of RMB 4.83 billion, 4.8 percent and RMB -2.32, respectively, in a Bloomberg survey.</p><p style=\"text-align: left;\">The team expects Xpeng&#39;s second-quarter vehicle margin to be -1.1 percent, an improvement of 140 basis points from the previous quarter.</p><p style=\"text-align: left;\">For the third quarter, the team expects Xpeng&#39;s management to guide for deliveries of about 40,000 units.</p><p style=\"text-align: left;\">Xpeng&#39;s new SUV, the G6, sold 3,900 units in July and is expected to sell close to 10,000 units in September, supported by strong orders of at least 35,000-40,000 units, according to the team.</p><p>Most customers opted for the higher-end Max trims, which surprised Xpeng management and led to long wait times of up to 12 weeks, Yu&#39;s team noted.</p><p style=\"text-align: left;\">Looking ahead to the fourth quarter, the team expects that Xpeng may offer a cheaper P7i sedan with lithium iron phosphate (LFP) batteries, a mini update to the G9, and launch the all-new X9 MPV.</p><p>These new moves are expected to contribute incremental volume to take Xpeng&#39;s fourth-quarter deliveries above 55,000 units, the team said.</p><p style=\"text-align: left;\">Yu&#39;s team raised their delivery forecast for Xpeng in 2023 by 10,000 units to 140,000 units.</p><p style=\"text-align: left;\">In terms of gross margins, the team expects Xpeng&#39;s vehicle margins to rebound to 3-5 percent in the second half of the year on the back of a favorable product mix and cost savings, a significant improvement from the negative first half.</p><p style=\"text-align: left;\">Xpeng has seen some big news happen over the past month, including Volkswagen&#39;s July 26 announcement that it would invest about $700 million in the Chinese EV maker.</p><p style=\"text-align: left;\">Xpeng will start generating &#34;technical service revenue&#34; from Volkswagen next year, well before the two Volkswagen-branded EV models that the German automaker is co-developing with it begin production in 2026, the team noted.</p><p style=\"text-align: left;\">The team expects the deal with Volkswagen to generate more than RMB 1 billion in revenue for Xpeng in 2026, growing to nearly RMB 3 billion by 2028.</p><p style=\"text-align: left;\">In addition to the Volkswagen deal, Xpeng confirmed on August 2 that its head of autonomous driving, Wu Xinzhou, would be leaving the company, with local media reporting that he would be joining Nvidia, possibly as the US-based chip giant&#39;s global senior vice president.</p><p style=\"text-align: left;\">Yu&#39;s team believes that while it&#39;s certainly not a positive headline, the shift is natural and they would not over-analyze circumstances.</p><p style=\"text-align: left;\">&#34;Recall, Tesla saw several high-profile departures over the years including Andrej Karpathy (Director of AI) and Jim Keller (Head of Autopilot) yet continued to make rapid advancements in FSD,&#34; the team wrote.</p><p style=\"text-align: left;\">($1 = RMB 7.2048)</p></body></html>","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>Xpeng Q2 Earnings Preview: No Big Surprises, but H2 Outlook Expected to Improve Meaningfully</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; 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}\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\">\nXpeng Q2 Earnings Preview: No Big Surprises, but H2 Outlook Expected to Improve Meaningfully\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-09 20:55 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/08/09/xpeng-q2-2023-earnings-preview/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order ...</p>\n\n<a href=\"https://cnevpost.com/2023/08/09/xpeng-q2-2023-earnings-preview/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://cnevpost.com/2023/08/09/xpeng-q2-2023-earnings-preview/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173505465","content_text":"Deutsche Bank expects Xpeng to report mixed results for the second quarter, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book.Xpeng (NYSE: XPEV) will report its unaudited financial results for the second quarter on Friday, August 18, before the US markets open. Deutsche Bank analyst Edison Yu's team has provided their preview and shared their thoughts on the company's recent key developments.For Xpeng's second-quarter earnings, no big surprises are expected, while the outlook for the third and fourth quarters will show meaningful sequential improvement driven by a strong G6 order book, the team said in a research note sent to investors on August 6.Beyond that, the focus is shifting to the optionality Xpeng possesses with Volkswagen and potentially other OEMs via a high-margin recurring \"technology service revenue\" stream\", the team said.Previous figures show that Xpeng delivered 23,205 vehicles in the second quarter, exceeding the upper end of the company's guidance range of 21,000 to 22,000 vehicles.Those second-quarter deliveries were up 27.29 percent from 18,230 vehicles in the first quarter, but down 32.59 percent from 34,422 vehicles in the same period last year.Xpeng had previously guided for second-quarter revenue of between RMB 4.5 billion ($625 million) and RMB 4.7 billion, a year-on-year decrease of about 36.8 percent to 39.5 percent.Yu's team expects Xpeng to post mixed results in the second quarter, with promotions hurting margins.Specifically, the team expects revenue of RMB 4.94 billion, a gross margin of 2.5 percent and adjusted earnings per share of RMB -2.64.That compares with analyst consensus estimates of RMB 4.83 billion, 4.8 percent and RMB -2.32, respectively, in a Bloomberg survey.The team expects Xpeng's second-quarter vehicle margin to be -1.1 percent, an improvement of 140 basis points from the previous quarter.For the third quarter, the team expects Xpeng's management to guide for deliveries of about 40,000 units.Xpeng's new SUV, the G6, sold 3,900 units in July and is expected to sell close to 10,000 units in September, supported by strong orders of at least 35,000-40,000 units, according to the team.Most customers opted for the higher-end Max trims, which surprised Xpeng management and led to long wait times of up to 12 weeks, Yu's team noted.Looking ahead to the fourth quarter, the team expects that Xpeng may offer a cheaper P7i sedan with lithium iron phosphate (LFP) batteries, a mini update to the G9, and launch the all-new X9 MPV.These new moves are expected to contribute incremental volume to take Xpeng's fourth-quarter deliveries above 55,000 units, the team said.Yu's team raised their delivery forecast for Xpeng in 2023 by 10,000 units to 140,000 units.In terms of gross margins, the team expects Xpeng's vehicle margins to rebound to 3-5 percent in the second half of the year on the back of a favorable product mix and cost savings, a significant improvement from the negative first half.Xpeng has seen some big news happen over the past month, including Volkswagen's July 26 announcement that it would invest about $700 million in the Chinese EV maker.Xpeng will start generating \"technical service revenue\" from Volkswagen next year, well before the two Volkswagen-branded EV models that the German automaker is co-developing with it begin production in 2026, the team noted.The team expects the deal with Volkswagen to generate more than RMB 1 billion in revenue for Xpeng in 2026, growing to nearly RMB 3 billion by 2028.In addition to the Volkswagen deal, Xpeng confirmed on August 2 that its head of autonomous driving, Wu Xinzhou, would be leaving the company, with local media reporting that he would be joining Nvidia, possibly as the US-based chip giant's global senior vice president.Yu's team believes that while it's certainly not a positive headline, the shift is natural and they would not over-analyze circumstances.\"Recall, Tesla saw several high-profile departures over the years including Andrej Karpathy (Director of AI) and Jim Keller (Head of Autopilot) yet continued to make rapid advancements in FSD,\" the team wrote.($1 = RMB 7.2048)","news_type":1},"isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":192572556337384,"gmtCreate":1688044314743,"gmtModify":1688044318381,"author":{"id":"3562898878290517","authorId":"3562898878290517","name":"_Sky_","avatar":"https://community-static.tradeup.com/news/6b15f84aa6a959f76d272b78b621b793","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3562898878290517","authorIdStr":"3562898878290517"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v>bullish","listText":"<a href=\"https://ttm.financial/S/XPEV\">$XPeng Inc.(XPEV)$&nbsp;</a><v-v data-views=\"1\"></v-v>bullish","text":"$XPeng Inc.(XPEV)$ bullish","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/192572556337384","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}