To The Moon
Home
News
TigerAI
Log In
Sign Up
Sewboy
+Follow
Posts · 25
Posts · 25
Following · 0
Following · 0
Followers · 0
Followers · 0
Sewboy
Sewboy
·
2022-09-01
🎉
Li Auto Deliveries for August Are Awful. That's Sending Tesla Stock Lower. -- Barrons.com
Al Root Demand for electric vehicles in China is wavering. That could make Tesla investors n
Li Auto Deliveries for August Are Awful. That's Sending Tesla Stock Lower. -- Barrons.com
看
3.07K
回复
3
点赞
2
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2022-09-01
🎉
Tencent is rumored to reduce its holdings of stock investment in listed companies by 100 billion yuan this year
腾讯发言人对此表示，没为减持设定任何目标金额。
Tencent is rumored to reduce its holdings of stock investment in listed companies by 100 billion yuan this year
看
1.93K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2022-08-30
$Credit Suisse AG - Credit Suisse(SLVO)$
看
1.74K
回复
Comment
点赞
Like
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-20
?️
Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd
2021年中秋节假期即将来临！各主要市场休市安排如下：港股： 9月22日（周三）休市。9月23日（周四）起照常开市。 A股： 9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。 美股、英股、澳股、新加坡股市照常交易。 沪股通和深股通： 9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。 港股通： 9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。
Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd
看
2.96K
回复
6
点赞
3
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-11
?️
Sorry, this post has been deleted
看
2.66K
回复
2
点赞
2
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-11
?️
Top fund managers take action! Chip stocks rebounded sharply, and foreign investors were also buying aggressively
9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。 明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。
Top fund managers take action! Chip stocks rebounded sharply, and foreign investors were also buying aggressively
看
3.02K
回复
1
点赞
3
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-11
?️
Nio is temporarily behind, will the pattern of new car-making forces change?
蔚来，理想，小鹏，这“三驾马车”，一直被誉为中国新能源汽车行业的“造车新势力”。 但是在最近，这一格局有了变化。 日前，部分车企陆续公布8月交付量。根据公开的数据：理想汽车8月共交付9433辆，环比增
Nio is temporarily behind, will the pattern of new car-making forces change?
看
2.39K
回复
Comment
点赞
1
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-11
?️
Sorry, this post has been deleted
看
2.60K
回复
Comment
点赞
2
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-09-01
?️?️
Li Auto: 9,433 Ideal ONE units were delivered in August, a year-on-year increase of 248%
理想汽车：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。 2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量
Li Auto: 9,433 Ideal ONE units were delivered in August, a year-on-year increase of 248%
看
2.62K
回复
4
点赞
1
编组 21备份 2
Share
Report
Sewboy
Sewboy
·
2021-07-13
?️
Sorry, this post has been deleted
看
2.66K
回复
31
点赞
2
编组 21备份 2
Share
Report
Load more
Most Discussed
{"i18n":{"language":"en_US"},"isCurrentUser":false,"userPageInfo":{"id":"4088033665260940","uuid":"4088033665260940","gmtCreate":1624930911052,"gmtModify":1625053162028,"name":"Sewboy","pinyin":"sewboy","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":1,"tweetSize":25,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-3","templateUuid":"1026c425416b44e0aac28c11a0848493","name":" Tiger Idol","description":"Join the tiger community for 1500 days","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":9939061746,"gmtCreate":1662025448887,"gmtModify":1676536627961,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"🎉","listText":"🎉","text":"🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9939061746","repostId":"2264926053","repostType":2,"repost":{"id":"2264926053","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1662024780,"share":"https://ttm.financial/m/news/2264926053?lang=en_US&edition=fundamental","pubTime":"2022-09-01 17:33","market":"hk","language":"en","title":"Li Auto Deliveries for August Are Awful. That's Sending Tesla Stock Lower. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2264926053","media":"Dow Jones","summary":"Al Root \n\n\n Demand for electric vehicles in China is wavering. That could make Tesla investors n","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n Demand for electric vehicles in China is wavering. That could make Tesla investors nervous on Thursday. \n</p>\n<p>\n Deliveries for Chinese EV maker Li Auto (ticker: LI) declined 52% in August from a year earlier. XPeng's <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a> report was much better. Still, XPeng deliveries dropped 17% from July. \n</p>\n<p>\n Li said deliveries last month were 4,571 vs. 9,433 a year earlier. XPeng delivered 9,578 cars in August, compared with 11,524 in July and 7,214 vehicles in August of 2021. \n</p>\n<p>\n Shares were falling. American depositary shares of Li Auto fell 2% in premarket trading Thursday. XPeng declined 2.3%. \n</p>\n<p>\n A deliveries report for August from fellow Chinese EV maker NIO ( NIO) also is expected Thursday. NIO stock fell more than 3% in premarket trading. \n</p>\n<p>\n S&P 500 and Dow Jones Industrial Average futures fell 0.8% and 0.6%, respectively. \n</p>\n<p>\n Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock might be impacted by Chinese delivery figures too. China is the largest market for new EVs in the world and Tesla generates roughly a quarter of its sales in the country. Tesla stock dropped 2.1% in premarket trading. \n</p>\n<p>\n Li Auto and XPeng already reported second-quarter numbers and given third-quarter delivery guidance. It's easy to see what August deliveries imply for September. NIO reports second-quarter numbers on Sept. 7. \n</p>\n<p>\n XPeng expects to deliver about 30,000 vehicles in the third quarter, down from 34,422 delivered in the second quarter. XPeng delivered 11,524 in July. Including the August figure, XPeng needs to deliver about 8,900 vehicles in September to meet guidance. That, of course, would be lower than the August number. \n</p>\n<p>\n Li Auto expects to deliver about 28,000 vehicles in the third quarter, down from 28,687 delivered in the second quarter. Li delivered 10,422 vehicles in July. Including the August figure, Li needs to do about 13,000 vehicles in September. If Li pulls that off, it would, essentially, be a record for monthly deliveries. \n</p>\n<p>\n The lower third-quarter deliveries compared with the second quarter were being blamed by management teams on seasonality -- July and August are slow months -- and lingering demand issues from Covid lockdowns. \n</p>\n<p>\n That raises the importance of numbers from coming months. Citigroup analyst Jeff Chung wrote recently that he believes September sales need to show sequential improvement for the stocks to work into year-end. \n</p>\n<p>\n Li guidance indicates demand will improve. XPeng guidance doesn't. The conflict will keep investors nervous in coming weeks. \n</p>\n<p>\n Chung rates all three stocks Buy. \n</p>\n<p>\n Coming into Thursday trading, NIO shares have fallen about 38% this year. Li and XPeng shares are have declined about 10% and 63%, respectively. The S&P 500 and Nasdaq Composite have dropped 17% and 24%, respectively. \n</p>\n<p>\n Rising interest rates have taken some of the steam out of growth stocks such as these three. Rising tensions between U.S. and Chinese officials haven't helped either. \n</p>\n<p>\n Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 01, 2022 05:33 ET (09:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>","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>Li Auto Deliveries for August Are Awful. That's Sending Tesla Stock Lower. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLi Auto Deliveries for August Are Awful. That's Sending Tesla Stock Lower. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-01 17:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n Demand for electric vehicles in China is wavering. That could make Tesla investors nervous on Thursday. \n</p>\n<p>\n Deliveries for Chinese EV maker Li Auto (ticker: LI) declined 52% in August from a year earlier. XPeng's <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a> report was much better. Still, XPeng deliveries dropped 17% from July. \n</p>\n<p>\n Li said deliveries last month were 4,571 vs. 9,433 a year earlier. XPeng delivered 9,578 cars in August, compared with 11,524 in July and 7,214 vehicles in August of 2021. \n</p>\n<p>\n Shares were falling. American depositary shares of Li Auto fell 2% in premarket trading Thursday. XPeng declined 2.3%. \n</p>\n<p>\n A deliveries report for August from fellow Chinese EV maker NIO ( NIO) also is expected Thursday. NIO stock fell more than 3% in premarket trading. \n</p>\n<p>\n S&P 500 and Dow Jones Industrial Average futures fell 0.8% and 0.6%, respectively. \n</p>\n<p>\n Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock might be impacted by Chinese delivery figures too. China is the largest market for new EVs in the world and Tesla generates roughly a quarter of its sales in the country. Tesla stock dropped 2.1% in premarket trading. \n</p>\n<p>\n Li Auto and XPeng already reported second-quarter numbers and given third-quarter delivery guidance. It's easy to see what August deliveries imply for September. NIO reports second-quarter numbers on Sept. 7. \n</p>\n<p>\n XPeng expects to deliver about 30,000 vehicles in the third quarter, down from 34,422 delivered in the second quarter. XPeng delivered 11,524 in July. Including the August figure, XPeng needs to deliver about 8,900 vehicles in September to meet guidance. That, of course, would be lower than the August number. \n</p>\n<p>\n Li Auto expects to deliver about 28,000 vehicles in the third quarter, down from 28,687 delivered in the second quarter. Li delivered 10,422 vehicles in July. Including the August figure, Li needs to do about 13,000 vehicles in September. If Li pulls that off, it would, essentially, be a record for monthly deliveries. \n</p>\n<p>\n The lower third-quarter deliveries compared with the second quarter were being blamed by management teams on seasonality -- July and August are slow months -- and lingering demand issues from Covid lockdowns. \n</p>\n<p>\n That raises the importance of numbers from coming months. Citigroup analyst Jeff Chung wrote recently that he believes September sales need to show sequential improvement for the stocks to work into year-end. \n</p>\n<p>\n Li guidance indicates demand will improve. XPeng guidance doesn't. The conflict will keep investors nervous in coming weeks. \n</p>\n<p>\n Chung rates all three stocks Buy. \n</p>\n<p>\n Coming into Thursday trading, NIO shares have fallen about 38% this year. Li and XPeng shares are have declined about 10% and 63%, respectively. The S&P 500 and Nasdaq Composite have dropped 17% and 24%, respectively. \n</p>\n<p>\n Rising interest rates have taken some of the steam out of growth stocks such as these three. Rising tensions between U.S. and Chinese officials haven't helped either. \n</p>\n<p>\n Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n September 01, 2022 05:33 ET (09:33 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4563":"昨日强势股","BK4503":"景林资产持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LI":"理想汽车","XPEV":"小鹏汽车","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4511":"特斯拉概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4581":"高盛持仓","BK4527":"明星科技股","NIO":"蔚来","BK4099":"汽车制造商","BK4526":"热门中概股"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264926053","content_text":"Al Root \n\n\n Demand for electric vehicles in China is wavering. That could make Tesla investors nervous on Thursday. \n\n\n Deliveries for Chinese EV maker Li Auto (ticker: LI) declined 52% in August from a year earlier. XPeng's $(XPEV)$ report was much better. Still, XPeng deliveries dropped 17% from July. \n\n\n Li said deliveries last month were 4,571 vs. 9,433 a year earlier. XPeng delivered 9,578 cars in August, compared with 11,524 in July and 7,214 vehicles in August of 2021. \n\n\n Shares were falling. American depositary shares of Li Auto fell 2% in premarket trading Thursday. XPeng declined 2.3%. \n\n\n A deliveries report for August from fellow Chinese EV maker NIO ( NIO) also is expected Thursday. NIO stock fell more than 3% in premarket trading. \n\n\n S&P 500 and Dow Jones Industrial Average futures fell 0.8% and 0.6%, respectively. \n\n\n Tesla $(TSLA)$ stock might be impacted by Chinese delivery figures too. China is the largest market for new EVs in the world and Tesla generates roughly a quarter of its sales in the country. Tesla stock dropped 2.1% in premarket trading. \n\n\n Li Auto and XPeng already reported second-quarter numbers and given third-quarter delivery guidance. It's easy to see what August deliveries imply for September. NIO reports second-quarter numbers on Sept. 7. \n\n\n XPeng expects to deliver about 30,000 vehicles in the third quarter, down from 34,422 delivered in the second quarter. XPeng delivered 11,524 in July. Including the August figure, XPeng needs to deliver about 8,900 vehicles in September to meet guidance. That, of course, would be lower than the August number. \n\n\n Li Auto expects to deliver about 28,000 vehicles in the third quarter, down from 28,687 delivered in the second quarter. Li delivered 10,422 vehicles in July. Including the August figure, Li needs to do about 13,000 vehicles in September. If Li pulls that off, it would, essentially, be a record for monthly deliveries. \n\n\n The lower third-quarter deliveries compared with the second quarter were being blamed by management teams on seasonality -- July and August are slow months -- and lingering demand issues from Covid lockdowns. \n\n\n That raises the importance of numbers from coming months. Citigroup analyst Jeff Chung wrote recently that he believes September sales need to show sequential improvement for the stocks to work into year-end. \n\n\n Li guidance indicates demand will improve. XPeng guidance doesn't. The conflict will keep investors nervous in coming weeks. \n\n\n Chung rates all three stocks Buy. \n\n\n Coming into Thursday trading, NIO shares have fallen about 38% this year. Li and XPeng shares are have declined about 10% and 63%, respectively. The S&P 500 and Nasdaq Composite have dropped 17% and 24%, respectively. \n\n\n Rising interest rates have taken some of the steam out of growth stocks such as these three. Rising tensions between U.S. and Chinese officials haven't helped either. \n\n\n Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n September 01, 2022 05:33 ET (09:33 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"TSLA":1,"XPEV":0.9,"EVS.SI":0.6,"NIO":0.9,"LI":1}},"isVote":1,"tweetType":1,"viewCount":3072,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9939061434,"gmtCreate":1662025419349,"gmtModify":1676536627953,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"🎉","listText":"🎉","text":"🎉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9939061434","repostId":"1150670898","repostType":4,"repost":{"id":"1150670898","kind":"news","pubTimestamp":1662017770,"share":"https://ttm.financial/m/news/1150670898?lang=en_US&edition=fundamental","pubTime":"2022-09-01 15:36","market":"hk","language":"zh","title":"Tencent is rumored to reduce its holdings of stock investment in listed companies by 100 billion yuan this year","url":"https://stock-news.laohu8.com/highlight/detail?id=1150670898","media":"券商中国","summary":"腾讯发言人对此表示，没为减持设定任何目标金额。","content":"<p><html><head></head><body>Brokerage China News, according to the Financial Times, two sources said that as part of a major strategic shift,<b>Tencent Holdings has put forward a soft goal, that is, to reduce its stock investment in listed companies by RMB 100 billion this year, which will depend on market conditions and internal profit targets.</b></p><p>However, people familiar with the matter said that although Tencent is pushing to reduce the equity of large Chinese companies such as Meituan, due to Meituan's good performance, Meituan is not the priority target of Tencent's share sales. Of course, reducing holdings is expected to reduce the pressure on Tencent.</p><p>People familiar with the matter said that Tencent's new strategy is not motivated by urgent cash needs, and the proceeds from the sale can be distributed in various ways, including distributing special Dividend to shareholders, buying back its own stocks and employee bonuses.</p><p>According to Hong Kong media reports, a Tencent spokesman said that it did not set any target amount for the reduction of holdings; Tencent's investment has always aimed at creating rich returns for the company and shareholders, rather than reaching a certain amount at any given time; Tencent is also not subject to external pressure on its investment portfolio.</p><p></body></html></p>","source":"cszg","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>Tencent is rumored to reduce its holdings of stock investment in listed companies by 100 billion yuan this year</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nTencent is rumored to reduce its holdings of stock investment in listed companies by 100 billion yuan this year\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">券商中国</strong><span class=\"h-time small\">2022-09-01 15:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Brokerage China News, according to the Financial Times, two sources said that as part of a major strategic shift,<b>Tencent Holdings has put forward a soft goal, that is, to reduce its stock investment in listed companies by RMB 100 billion this year, which will depend on market conditions and internal profit targets.</b></p><p>However, people familiar with the matter said that although Tencent is pushing to reduce the equity of large Chinese companies such as Meituan, due to Meituan's good performance, Meituan is not the priority target of Tencent's share sales. Of course, reducing holdings is expected to reduce the pressure on Tencent.</p><p>People familiar with the matter said that Tencent's new strategy is not motivated by urgent cash needs, and the proceeds from the sale can be distributed in various ways, including distributing special Dividend to shareholders, buying back its own stocks and employee bonuses.</p><p>According to Hong Kong media reports, a Tencent spokesman said that it did not set any target amount for the reduction of holdings; Tencent's investment has always aimed at creating rich returns for the company and shareholders, rather than reaching a certain amount at any given time; Tencent is also not subject to external pressure on its investment portfolio.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://news.stcn.com/sd/202209/t20220901_4835625.html\">券商中国</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://news.stcn.com/sd/202209/t20220901_4835625.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150670898","content_text":"券商中国消息，据英国金融时报报道，两名消息人士表示，作为重大策略转变的一环，腾讯控股提出一个软目标，即今年减持人民币1000亿元上市公司股票投资，具体情况将取决于市况与内部获利目标。不过，知情人士说，虽然腾讯正在推动减码美团等中国大型公司股权，但由于美团业绩不俗，因此美团并非腾讯售股优先考虑目标。当然，减持可望减轻腾讯的压力。知情人士说，腾讯新策略并非出于迫切现金需求，而出售收益可透过多种方式分配，包括向股东派发特别股息、买回自家股票及员工奖金。据香港媒体报道，腾讯发言人对此表示，没为减持设定任何目标金额；腾讯的投资一向以为公司和股东创造丰厚回报为目标，而不是要在任何既定时间内达到一定金额；腾讯亦没受到针对投资组合的外部压力。","news_type":1,"symbols_score_info":{"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":1932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9997716136,"gmtCreate":1661854473627,"gmtModify":1676536591099,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SLVO\">$Credit Suisse AG - Credit Suisse(SLVO)$</a>","listText":"<a href=\"https://ttm.financial/S/SLVO\">$Credit Suisse AG - Credit Suisse(SLVO)$</a>","text":"$Credit Suisse AG - Credit Suisse(SLVO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9997716136","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":860319411,"gmtCreate":1632134186033,"gmtModify":1676530707380,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/860319411","repostId":"1100031374","repostType":4,"repost":{"id":"1100031374","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631587259,"share":"https://ttm.financial/m/news/1100031374?lang=en_US&edition=fundamental","pubTime":"2021-09-14 10:40","market":"us","language":"zh","title":"Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd","url":"https://stock-news.laohu8.com/highlight/detail?id=1100031374","media":"老虎资讯综合","summary":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n\n\n9月22日（周三）休市。9月23日（周四）起照常开市。\n\n\nA股：\n\n\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n\n\n美股、英股、澳股、新加坡股市照常交易。\n\n\n沪股通和深股通：\n\n\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n\n\n港股通：\n\n\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","content":"<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>","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>Reminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nReminder: The Mid-Autumn Festival market closure arrangement is here! Hong Kong stocks closed on the 22nd\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-14 10:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The 2021 Mid-Autumn Festival holiday is upon us! The closing arrangements of major markets are as follows:<img src=\"https://static.tigerbbs.com/a514042f0cc485274181ed3db4bcf541\" tg-width=\"1103\" tg-height=\"746\" width=\"100%\" height=\"auto\"><b>Hong Kong stocks:</b></p><p>The market is closed on Wednesday, September 22. The market will open as usual from September 23rd (Thursday).</p><p><b>A shares:</b></p><p>Closed from Monday, September 20th to Tuesday, September 21st. The market will open as usual from September 22nd (Wednesday).</p><p><b>U.S. stocks, British stocks, Australian stocks and Singapore stock markets traded as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Closed Friday, September 17-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><b>Hong Kong Stock Connect:</b></p><p>Closed Thursday, September 16-Wednesday, September 22. It will be open as usual from September 23rd (Thursday).</p><p><img src=\"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9\" tg-width=\"2048\" tg-height=\"1311\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/75ca986d45037f1a0b113e295b82f3f9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100031374","content_text":"2021年中秋节假期即将来临！各主要市场休市安排如下：港股：\n9月22日（周三）休市。9月23日（周四）起照常开市。\nA股：\n9月20日（周一）至9月21日（周二）休市。9月22日（周三）起照常开市。\n美股、英股、澳股、新加坡股市照常交易。\n沪股通和深股通：\n9月17日（周五）至9月22日（周三）关闭。9月23日（周四）起照常开通。\n港股通：\n9月16日（周四）至9月22日（周三）关闭。9月23日（周四）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881589544,"gmtCreate":1631363081288,"gmtModify":1676530535775,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881589544","repostId":"1138430293","repostType":4,"isVote":1,"tweetType":1,"viewCount":2661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881589117,"gmtCreate":1631362990539,"gmtModify":1676530535766,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/881589117","repostId":"1199641240","repostType":4,"repost":{"id":"1199641240","kind":"news","weMediaInfo":{"introduction":"关注中国基金报，即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200"},"pubTimestamp":1631355421,"share":"https://ttm.financial/m/news/1199641240?lang=en_US&edition=fundamental","pubTime":"2021-09-11 18:17","market":"sh","language":"zh","title":"Top fund managers take action! Chip stocks rebounded sharply, and foreign investors were also buying aggressively","url":"https://stock-news.laohu8.com/highlight/detail?id=1199641240","media":"中国基金报","summary":"9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n","content":"<p><div>On September 10, the chip sector, which has been pulling back for nearly a month, rose strongly again, leading the A-share counterattack to 3,700 points. Star fund managers have also increased their attention to the chip sector recently. In the last half month, well-known fund managers such as Xie Zhiyu, Fan Yan, and Zhang Hui have investigated stocks related to the chip industry. Investors believe that the global shortage of semiconductors is expected to continue, and the persistence of high prosperity provides the sector with the impetus to continue to exceed expectations. At the same time, the domestic semiconductor sector has entered a period of strategic expansion, and another increase in volume and price may have arrived. Strong outbreak leads A-shares back to 3700...</p><p><a href=\"None\">Web link</a></div></p>","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>Top fund managers take action! Chip stocks rebounded sharply, and foreign investors were also buying aggressively</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nTop fund managers take action! Chip stocks rebounded sharply, and foreign investors were also buying aggressively\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/6\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2b2c79a68beb44c7bc06ad7210091200);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">中国基金报 </p>\n<p class=\"h-time smaller\">2021-09-11 18:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>On September 10, the chip sector, which has been pulling back for nearly a month, rose strongly again, leading the A-share counterattack to 3,700 points. Star fund managers have also increased their attention to the chip sector recently. In the last half month, well-known fund managers such as Xie Zhiyu, Fan Yan, and Zhang Hui have investigated stocks related to the chip industry. Investors believe that the global shortage of semiconductors is expected to continue, and the persistence of high prosperity provides the sector with the impetus to continue to exceed expectations. At the same time, the domestic semiconductor sector has entered a period of strategic expansion, and another increase in volume and price may have arrived. Strong outbreak leads A-shares back to 3700...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199641240","content_text":"9月10日，已持续回调近一个月的芯片板块再度强势崛起，带领A股反攻站上3700点。\n明星基金经理近期也加大了对芯片板块的关注，最近半个月之内谢治宇、范妍、章晖等知名基金经理纷纷调研芯片产业相关个股。\n投资人士认为，全球半导体供不应求的格局有望延续，高景气度的持续性提供了板块持续超预期的动力。同时，国产半导体板块已经进入战略扩张期，再一次的量价齐升或已到来。\n强势爆发带领A股重返3700点\n芯片ETF盘中涨逾5%\n自8月份以来，芯片半导体赛道熄火。截至9月9 日，芯片ETF一个月时间内回调幅度高达16.5%。\n与此同时，不少优质个股也经历较大回调。例如，千亿芯片股兆易创新跌超20%；立昂微跌幅近27%；韦尔股份、中芯国际两只市值超两千亿的芯片牛股跌幅均在15%以上。\n\n9月10日，半导体相关概念强势崛起，带领A股反攻站上3700点。中芯国际、国家大基金等概念板块涨幅超过3%，个股方面，中颖电子20CM涨停，思瑞浦、涨逾10%，圣邦股份等涨幅居前。\n\n相关行业ETF——芯片ETF盘中大涨逾5%，领涨两市。芯片ETF前十大个股中，北方华创一度触及涨停，士兰微、三安光电、中微公司、紫光国微等涨幅均较大。\n\n消息面上，作为全球最大的芯片代工企业，台积电于近日决定对明年晶圆代工的价格进行调整，最高涨幅20%，并于明年的一季度开始正式生效。\n另一半导体巨头三星也在表示，将调整其半导体晶圆的定价，以资助其在韩国平泽附近的S5晶圆厂的扩张。三星方面认为，为S5工厂融资的努力将在短期内提高包括GPU和SoC在内的消费技术的价格。\n中国银河表示，台积电全面的涨价一方面反映了当前半导体景气度持续向好，主要晶圆厂订单能见度已经看到2022年底；另一方面将利好国内晶圆厂，为行业进一步涨价打开空间。半导体板块维持高景气。\n谢治宇首次调研国民技术\n机构的调研动向通常被看作机构布局的风向标，明星基金经理的调研轨迹更是备受关注。\n明星基金经理参与公司的调研，往往意味着他对于标的的关注甚至看好。\n而近期有多位知名基金经理开始关注芯片半导体板块，前往相关上市公司调研。\n上市公司披露的投资者关系活动记录表显示，8月29日，谢治宇现身信息安全龙头国民技术调研活动，以电话会议的方式参与。\n值得注意的是，这是谢治宇首次调研该股，并且该股尚未出现在他过往持仓名单上。\n\n从调研内容看，公司明年产能、MUC产品前景、生产周期等是机构关注重点。被问及公司MCU产品相较于竞争对手的优势和特点时，国民技术表示，在MCU产品市场，国际芯片厂商产品占绝大多数，国内也有一批芯片企业销售MCU芯片。国民技术选择这一赛道主要是综合考虑了自身产品和技术基础以及研发能力。\n国民技术称，与竞品相比，公司产品应该可说是各有特点。公司MCU产品的特点可以归结为几点，其一。宽产品线、高覆盖面；其二，具有低功耗的特点；其三，公司部分产品采用了40nm先进工艺制程；其四，带有安全的功能属性。\n在公司未来产品战略规划方面，国民技术表示，公司将持续聚焦“通用+安全”产品及市场战略，围绕安全技术、射频技术以及SoC技术三大核心技术，针对形成的三大安全芯片产品、无线连接产品以及通用MCU产品持续做深、做精、做透。\n今年上半年，国民技术业绩实现快速增长，净利润增幅达到207.4%。值得关注的是，谢治宇亲自现身调研的公司，被其隐形重仓的可能性很大。谢治宇的投资体系最核心的部分是，注重性价比，从增长和估值匹配角度去挖掘投资标的，而不拘泥于标的的具体属性、行业。\n例如，今年3月谢治宇亲自调研普洛药业，而他最为明显的隐形重仓股就是普洛药业，早在2019年上半年就已经被他持有。有市场人士分析，国民技术或将成为其潜在建仓标的。\n当天，与谢治宇同日参加国民技术调研活动的还有数十位位公募基金经理。包括万家李文宾、光大保德信魏晓雪等知名基金经理，均现身其中。\n范妍、沈雪峰等纷纷出动\n调研晶振龙头\n除谢治宇调研国民技术外，还有多位明星舵手近期对其它芯片产业链相关个股进行了调研。\n9月5日，圆信永丰旗下基金经理范妍参与了国内晶振龙头泰晶科技的调研，与她一起现身的还有华泰柏瑞沈雪峰、银河基金郑巍山、长城基金尤国梁等。\n\n在问答环节，被问及公司二季度毛利率有较大提升，能否从产品涨价和结构调整升级进行比重拆分，泰晶科技回答称，产品结构上，公司完成二期建设后，SMD K系列产品产能相对去年上半年有较大幅度提升，TF系列产品去年因疫情影响，受到较大冲击，今年有恢复性增长，整体上kHz产品结构发生较大变化。\n同时MHz产品结构变化也比较明显，公司今年上半年逐步实现了MHz 2520以下小尺寸产品结构调优，同时产品条线进行了产能扩充，小型号比重有一定幅度的增长。此外热敏产品产量比重增长明显。价格方面，公司通过产品结构调整与升级带来综合价格的增长，部分产品回归市场价值也带来自身价格的增长。\n泰晶科技主导产品石英晶振为通讯系统的核心器件，此前产品毛利率大幅下滑处在低位，拖累公司业绩。\n今年上半年，市场需求持续旺盛，公司占比八成的SMD全线产品处于满产状态，并且，由于产品持续涨价，泰晶科技实现净利润0.96亿元，同比增超17倍，较2020年全年也增长1.46倍。\n泰晶科技持续推进新产品研发并产业化，在业界是少数将半导体光刻工艺（MEMS）应用到石英晶体制造的企业。目前，公司超40款片式产品通过了高通、联发科、华为海思等方案商的产品平台认证。\n南方章晖半个月内调研3家芯片公司\n南方基金的当家明星基金经理章晖近期同样对半导体个股兴趣浓厚，参加了多家半导体上市公司的调研。\n8月27日，章晖现身国内安防芯片龙头富瀚微的调研参与名单上。同一天，他还参与了单晶炉龙头晶盛机电的调研活动。\n而在前一日，中晶科技的调研活动参与者名单中，同样有他的名字。章晖调研的这三家公司，同样也是机构近期调研的热门标的。\n\n章晖曾于近期表示，更喜欢用长远的角度来看待市场，更倾向于选择持续创造价值的公司，包括医疗服务、新能源、半导体等。“我们非常认可这种拥抱时代的投资方式，投资一定要顺势而为，不能逆历史潮流。”他说道。\n历史业绩显示，章晖是一名连续6年跑赢沪深300的基金经理，而其战胜市场的秘笈在于几乎每年都能买到市场中的冠军赛道。\n今年二季度，章晖进行了比较大幅度的调仓。其管理时间最长的南方新优享A前十大重仓股中，卖出了贵州茅台、中国中免、沪州老窖和健帆生物，新进了迈瑞医疗、天赐材料、宁波银行和恩捷股份。\n北向资金已率先入场抄底\n整体来看，近期机构调研方向略有变化，从工业机械转向了半导体元件。近一个月千亿芯片股兆易创新获机构调研家数最多，三次总计达到550家以上，其中公募基金调研次数居多。\n另据Wind统计，截至9月10日，近一个月北向资金大举抄底半导体板块。\n数据显示，沪股通资金近一个月已大举买入卓胜微、兆易创新各超11亿，另外大比例增持了全志科技、净买入北方华创、紫光国微、圣邦股份、韦尔股份超5亿元。\n缺货和国产化是投资主线\n对于半导体芯片行业，诺安成长混合基金经理蔡嵩松表示，半导体供给侧和需求侧的矛盾在疫情等因素影响下，短期之内无法缓解。\n因此，本轮半导体芯片景气度在时间维度上很可能超预期。随着国产相关技术产品陆续攻克，行业即将步入市场总量和国产市占率双升红利期。\n中信证券认为，缺货和国产化是2021 年半导体投资重要主线，有产能释放的晶圆厂将受益于产能和ASP 的双重增长，供应链本土化趋势下，国内芯片设计客户快速成长，国内晶圆厂相应受益并快速推进工艺合作。半导体制造头部企业在国内半导体产业链具有核心地位，也是未来战略发展重点。\n天风证券指出，近一段强势板块在经历回调，建议关注好赛道的成长股，芯片半导体，医药CXO等。\n芯片ETF基金经理艾小军认为，从基本面看，芯片行业景气度持续，板块分子驱动效应明显。从需求角度，美方对中国芯片、半导体产业的打压催生芯片备库需求；5G扬帆计划出台，解决方案、硬件等增加对芯片需求。从供给角度，国产替代不断进行，国家安全需要推动全国产芯片产业链，成熟制程预期逐步实现量产。\n从政策面角度看，下半年货币政策总体较为宽松，对于科技成长股，分母驱动效应更加明显，芯片板块有望从中优先受益。\n从财务指标看，目前中报已经披露，芯片行业ROE、营业收入增速、利润增速可观，行业景气度兑现，目前股价存在强支撑。\n从估值角度，首先估值高低不是买卖资产的根本依据。目前芯片板块估值水平从绝对角度看比较高，但从历史分位数看，还是一个中间位置。\n另外，由于芯片行业盈利增速较高，采用一致预期计算预期市盈率，估值仍是一个适中的状态。所以每一次的回调过程中，针对我们看好的芯片这样的高景气赛道一定要坚定持基、持股的信心。尤其是过度调整的时候，还是要果断介入。","news_type":1,"symbols_score_info":{"159813":0.9}},"isVote":1,"tweetType":1,"viewCount":3023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881589305,"gmtCreate":1631362977007,"gmtModify":1676530535760,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881589305","repostId":"1125467981","repostType":4,"repost":{"id":"1125467981","kind":"news","pubTimestamp":1631355517,"share":"https://ttm.financial/m/news/1125467981?lang=en_US&edition=fundamental","pubTime":"2021-09-11 18:18","market":"hk","language":"zh","title":"Nio is temporarily behind, will the pattern of new car-making forces change?","url":"https://stock-news.laohu8.com/highlight/detail?id=1125467981","media":"DoNews","summary":"蔚来，理想，小鹏，这“三驾马车”，一直被誉为中国新能源汽车行业的“造车新势力”。\n但是在最近，这一格局有了变化。\n日前，部分车企陆续公布8月交付量。根据公开的数据：理想汽车8月共交付9433辆，环比增","content":"<p><a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal, XPeng, this \"troika\" has always been known as China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The \"new car-making force\" in the automobile industry.</p><p>But recently, this pattern has changed.</p><p>A few days ago, some car companies have successively announced August delivery volumes. According to publicly available data:<a href=\"https://laohu8.com/S/LI\">Li Auto</a>A total of 9,433 vehicles were delivered in August, a month-on-month increase of 9.8%;<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>7,814 vehicles were delivered in August, a month-on-month decline compared with the sales volume of 8,040 vehicles in July; Nezha Automobile delivered 6,613 vehicles in August; The total delivery volume of Nio vehicles in August was 5,880 vehicles, a month-on-month decrease of 26% and a year-on-year increase of 48.3%.</p><p>In other words, new car-making forces have temporarily appeared in new rankings in terms of delivery volume: Ideal, XPeng, Nezha, and Nio.</p><p>Nio Motors, which once led, is temporarily lagging behind in delivery volume. Of course, we should note that what we are talking about here is delivery volume, not sales.</p><p>It is not surprising that Nio was surpassed by XPeng and Ideal. However, why did Nezha achieve such achievements?</p><p>This ranking should be a question that Nio needs to seriously consider.</p><p>Nio has encountered many difficulties this year. The most important thing is the autonomous driving accident, which has dealt a heavy blow to Nio and made autonomous driving the focus of public opinion. Even, than<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The impact is not small at all.</p><p>Coupled with the shortage of the supply chain, the secondary listing has been delayed, and it is normal for Nio to be left behind by XPeng and Ideal.</p><p>However, it was really surprising that Nezha could catch up from behind.</p><p>Huawei's bonus cannot be ignored, but it is not the root cause. After all, Huawei is not the only one in bonus. Its hotly hyped \"Nezha power-up\" and lifetime free service for certain products are also its highlights. However, the most critical factor is: Nezha cars are cheap enough!</p><p>The advantage of price also needs the assistance of quality. Whether Nezha is short-lived or not, I dare not say yet.</p><p>Of course, despite the decline, Nio's advantages are still obvious, but the recent negative factors have had too much impact.</p><p>Nio is temporarily lagging behind. Will the pattern of new car-making forces change? As for the future, whether it will be an old troika or a new troika, or a troika, it depends on their efforts. Is it Ideal, XPeng, Nio? Is it Ideal, XPeng, Nezha and Nio? Is it Ideal, XPeng and Nezha? It's interesting to think about.</p><p>New car-making forces are booming here, and traditional car companies have not stood idly by. Take two examples.</p><p>according to<a href=\"https://laohu8.com/S/01211\">BYD shares</a>Co., Ltd. 's August 2021 production and sales report shows that in August,<a href=\"https://laohu8.com/S/002594\">BYD</a>Production of new energy vehicles was 62,598 units, and sales were 61,409 units.</p><p>According to media reports,<a href=\"https://laohu8.com/S/601238\">GAC Group</a>General Manager Feng Xingya said at the opening ceremony of the 2021 China Automotive Industry Development (TEDA) International Forum:<a href=\"https://laohu8.com/S/02238\">GAC Group</a>It is planned to achieve vehicle sales of 3.5 million units in 2025, with new energy vehicle sales accounting for more than 25%; Among them, the sales volume of self-owned brands has reached 1 million vehicles, fully realizing electrification, and striving for new energy vehicles to account for 50% of self-owned brands, and the proportion of new energy vehicles equipped with Internet of Vehicles to reach 100%.</p><p>Judging from these two examples, the efforts of traditional car companies cannot be ignored, and new car-making forces still need to work hard.</p><p>In addition, the newer \"new forces\" are also ready to go, which may disrupt the situation in the future. For example, millet.</p><p>Lei Jun personally took command, with tens of billions of registered capital, Xiaomi cars began to hit the road! From not building cars a few years ago to today's high-profile entry, Xiaomi is no longer the Xiaomi it was a few years ago-whether it is the accumulation of funds or the accumulation of technology. The current environment can be called a hundred flowers blooming. Not to mention those traditional car-making companies, the new car-making forces mentioned earlier have become predecessors. Huawei's continuous deepening has dazzled the car-making market.</p><p>However, it is still unknown how much tens of billions of funds will be invested in building cars. Even if it is spoiler, it will be a few years later.</p><p>At present, Nio is temporarily lagging behind; In the future, the pattern of new car-making forces will look very good.</p>","source":"dns","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>Nio is temporarily behind, will the pattern of new car-making forces change?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nNio is temporarily behind, will the pattern of new car-making forces change?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">DoNews</strong><span class=\"h-time small\">2021-09-11 18:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">Nio</a>, Ideal, XPeng, this \"troika\" has always been known as China<a href=\"https://laohu8.com/S/600617\">National New Energy</a>The \"new car-making force\" in the automobile industry.</p><p>But recently, this pattern has changed.</p><p>A few days ago, some car companies have successively announced August delivery volumes. According to publicly available data:<a href=\"https://laohu8.com/S/LI\">Li Auto</a>A total of 9,433 vehicles were delivered in August, a month-on-month increase of 9.8%;<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>7,814 vehicles were delivered in August, a month-on-month decline compared with the sales volume of 8,040 vehicles in July; Nezha Automobile delivered 6,613 vehicles in August; The total delivery volume of Nio vehicles in August was 5,880 vehicles, a month-on-month decrease of 26% and a year-on-year increase of 48.3%.</p><p>In other words, new car-making forces have temporarily appeared in new rankings in terms of delivery volume: Ideal, XPeng, Nezha, and Nio.</p><p>Nio Motors, which once led, is temporarily lagging behind in delivery volume. Of course, we should note that what we are talking about here is delivery volume, not sales.</p><p>It is not surprising that Nio was surpassed by XPeng and Ideal. However, why did Nezha achieve such achievements?</p><p>This ranking should be a question that Nio needs to seriously consider.</p><p>Nio has encountered many difficulties this year. The most important thing is the autonomous driving accident, which has dealt a heavy blow to Nio and made autonomous driving the focus of public opinion. Even, than<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The impact is not small at all.</p><p>Coupled with the shortage of the supply chain, the secondary listing has been delayed, and it is normal for Nio to be left behind by XPeng and Ideal.</p><p>However, it was really surprising that Nezha could catch up from behind.</p><p>Huawei's bonus cannot be ignored, but it is not the root cause. After all, Huawei is not the only one in bonus. Its hotly hyped \"Nezha power-up\" and lifetime free service for certain products are also its highlights. However, the most critical factor is: Nezha cars are cheap enough!</p><p>The advantage of price also needs the assistance of quality. Whether Nezha is short-lived or not, I dare not say yet.</p><p>Of course, despite the decline, Nio's advantages are still obvious, but the recent negative factors have had too much impact.</p><p>Nio is temporarily lagging behind. Will the pattern of new car-making forces change? As for the future, whether it will be an old troika or a new troika, or a troika, it depends on their efforts. Is it Ideal, XPeng, Nio? Is it Ideal, XPeng, Nezha and Nio? Is it Ideal, XPeng and Nezha? It's interesting to think about.</p><p>New car-making forces are booming here, and traditional car companies have not stood idly by. Take two examples.</p><p>according to<a href=\"https://laohu8.com/S/01211\">BYD shares</a>Co., Ltd. 's August 2021 production and sales report shows that in August,<a href=\"https://laohu8.com/S/002594\">BYD</a>Production of new energy vehicles was 62,598 units, and sales were 61,409 units.</p><p>According to media reports,<a href=\"https://laohu8.com/S/601238\">GAC Group</a>General Manager Feng Xingya said at the opening ceremony of the 2021 China Automotive Industry Development (TEDA) International Forum:<a href=\"https://laohu8.com/S/02238\">GAC Group</a>It is planned to achieve vehicle sales of 3.5 million units in 2025, with new energy vehicle sales accounting for more than 25%; Among them, the sales volume of self-owned brands has reached 1 million vehicles, fully realizing electrification, and striving for new energy vehicles to account for 50% of self-owned brands, and the proportion of new energy vehicles equipped with Internet of Vehicles to reach 100%.</p><p>Judging from these two examples, the efforts of traditional car companies cannot be ignored, and new car-making forces still need to work hard.</p><p>In addition, the newer \"new forces\" are also ready to go, which may disrupt the situation in the future. For example, millet.</p><p>Lei Jun personally took command, with tens of billions of registered capital, Xiaomi cars began to hit the road! From not building cars a few years ago to today's high-profile entry, Xiaomi is no longer the Xiaomi it was a few years ago-whether it is the accumulation of funds or the accumulation of technology. The current environment can be called a hundred flowers blooming. Not to mention those traditional car-making companies, the new car-making forces mentioned earlier have become predecessors. Huawei's continuous deepening has dazzled the car-making market.</p><p>However, it is still unknown how much tens of billions of funds will be invested in building cars. Even if it is spoiler, it will be a few years later.</p><p>At present, Nio is temporarily lagging behind; In the future, the pattern of new car-making forces will look very good.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/P95n64-b5PtdJHBgG0wUxw\">DoNews</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fdd6f504d4c5e0ac489c679890033ccc","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W","02015":"理想汽车-W","LI":"理想汽车","NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/P95n64-b5PtdJHBgG0wUxw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125467981","content_text":"蔚来，理想，小鹏，这“三驾马车”，一直被誉为中国新能源汽车行业的“造车新势力”。\n但是在最近，这一格局有了变化。\n日前，部分车企陆续公布8月交付量。根据公开的数据：理想汽车8月共交付9433辆，环比增长 9.8%;小鹏汽车8月交付7814辆，与7月8040辆的销量相比环比下滑;哪吒汽车8月交付6613辆;蔚来汽车8月总交付量为5880辆，环比下降26%，同比增长48.3%。\n也就是说，造车新势力在交付量上暂时出现了新的排名：理想，小鹏，哪吒，蔚来。\n一度领先的蔚来汽车，在交付量上暂时落后。当然要注意，我们这里说的是交付量，没有涉及到销售额。\n蔚来被小鹏和理想超越，这并不奇怪。可是，哪吒为何会有这样的成绩呢?\n这个排名，应该是蔚来需要认真思考的一个问题。\n蔚来，今年遭遇了不少困难。最主要的是自动驾驶事故，给蔚来带来沉重的打击，更是让自动驾驶成为舆论的焦点。甚至，比特斯拉造成的影响一点也不小。\n再加上供应链的短缺，二次上市的迟迟不能落地，蔚来汽车被小鹏和理想甩在后面，很正常。\n可是，哪吒能后来居上却着实让人吃了一惊。\n华为的加成，不可忽视，但不是根本原因。毕竟，华为加成的不止它一家。而其被热炒的“哪吒加电”，以及对某些产品的终身免费服务，也是其亮点。不过，最关键的因素是：哪吒汽车足够便宜!\n价格的优势，还需要质量的辅助，哪吒是不是昙花一现，目前还不敢说。\n当然，尽管面临颓势，但蔚来的优势依然很明显，只是近来的负面因素冲击力过大。\n蔚来暂时落后，造车新势力格局会改变吗?至于未来，是旧三驾马车还是新三驾马车，或者是四驾马车，就看他们的努力程度了。是理想、小鹏、蔚来吗?是理想、小鹏、哪吒、蔚来吗?是理想、小鹏、哪吒吗?想一想也蛮有趣。\n造车新势力这边红红火火，传统车企也没有袖手旁观。试举两例。\n根据比亚迪股份有限公司2021年8月产销快报显示，8月，比亚迪新能源汽车产量为62,598辆，销量为61,409辆。\n而根据媒体报道，广汽集团总经理冯兴亚在2021中国汽车产业发展(泰达)国际论坛开幕大会上表示：广汽集团计划在2025年实现整车销量达350万辆，新能源车销量占比超25%;其中自主品牌销量达到100万辆，全面实现电气化，力争新能源汽车占自主品牌达到50%，新能源汽车搭载车联网比例达到100%。\n从这两个例子看，传统车企的努力不容忽视，造车新势力还需要努力。\n此外，更新的“新势力”也蓄势待发，将来可能会搅局。比如，小米。\n雷军亲自挂帅，百亿注册资金，小米汽车开始上路了!由几年前的不造车，到如今的高调入场，小米已经不是几年前的小米——不管是资金的积累，还是技术的积淀。而当下的环境，堪称百花齐放。且不说那些传统造车企业，前面说过的造车新势力俨然已经成为前辈，华为的不断深入，都让造车市场眼花缭乱。\n只是，百亿资金放在造车上有多少分量还不得而知。即便说来搅局，也是几年之后的事情。\n目前，蔚来暂时落后；未来，造车新势力格局会很好看。","news_type":1,"symbols_score_info":{"NIO":0.9,"XPEV":0.9,"09868":0.9,"02015":0.9,"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881589908,"gmtCreate":1631362962804,"gmtModify":1676530535758,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881589908","repostId":"1144889232","repostType":4,"isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816837263,"gmtCreate":1630485874552,"gmtModify":1676530316831,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️?️","listText":"?️?️","text":"?️?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/816837263","repostId":"1190066923","repostType":4,"repost":{"id":"1190066923","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1630485153,"share":"https://ttm.financial/m/news/1190066923?lang=en_US&edition=fundamental","pubTime":"2021-09-01 16:32","market":"us","language":"zh","title":"Li Auto: 9,433 Ideal ONE units were delivered in August, a year-on-year increase of 248%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190066923","media":"老虎资讯综合","summary":"理想汽车：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。\n2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量","content":"<p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>: 9,433 Ideal ONE vehicles were delivered in August, setting a new delivery record. It increased by 248% year-on-year in August 2020 and 9.8% month-on-month in July 2021.</p><p>In the first eight months of 2021, Li Auto's total delivery volume reached 48,176 vehicles, and the current cumulative delivery volume of Ideal ONE has reached 81,773 vehicles.</p><p>As of August 31, Li Auto had 114 retail centers across the country, covering 69 cities; There are 194 after-sales maintenance centers and authorized sheet painting centers, covering 143 cities.</p><p><img src=\"https://static.tigerbbs.com/ec58896d31138d600ab951ae5820c3e4\" tg-width=\"616\" tg-height=\"900\" width=\"100%\" height=\"auto\"></p>","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>Li Auto: 9,433 Ideal ONE units were delivered in August, a year-on-year increase of 248%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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\">\nLi Auto: 9,433 Ideal ONE units were delivered in August, a year-on-year increase of 248%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-09-01 16:32</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>: 9,433 Ideal ONE vehicles were delivered in August, setting a new delivery record. It increased by 248% year-on-year in August 2020 and 9.8% month-on-month in July 2021.</p><p>In the first eight months of 2021, Li Auto's total delivery volume reached 48,176 vehicles, and the current cumulative delivery volume of Ideal ONE has reached 81,773 vehicles.</p><p>As of August 31, Li Auto had 114 retail centers across the country, covering 69 cities; There are 194 after-sales maintenance centers and authorized sheet painting centers, covering 143 cities.</p><p><img src=\"https://static.tigerbbs.com/ec58896d31138d600ab951ae5820c3e4\" tg-width=\"616\" tg-height=\"900\" width=\"100%\" height=\"auto\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2869684faa12daf41c77713de7a0becf","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190066923","content_text":"理想汽车：8月交付9433辆理想ONE，再创交付新纪录。同比2020年8月增长248%，环比2021年7月增长9.8%。\n2021年前八个月，理想汽车总交付量达48,176辆，理想ONE目前累计交付量已达81,773辆。\n截至8月31日，理想汽车在全国已有114家零售中心，覆盖69个城市；售后维修中心及授权钣喷中心194家，覆盖143个城市。","news_type":1,"symbols_score_info":{"LI":0.9}},"isVote":1,"tweetType":1,"viewCount":2620,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142343641,"gmtCreate":1626134151883,"gmtModify":1703753898188,"author":{"id":"4088033665260940","authorId":"4088033665260940","name":"Sewboy","avatar":"https://static.tigerbbs.com/3214ffac2ba95cb8ab3160cded4f8154","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088033665260940","idStr":"4088033665260940"},"themes":[],"htmlText":"?️","listText":"?️","text":"?️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":31,"repostSize":0,"link":"https://ttm.financial/post/142343641","repostId":"2150889655","repostType":4,"isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}