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李斌称乐道欲以规模化盈利
● 龚梦泽 熊永红 7月11日,在乐道L90产品技术发布会后,蔚来创始人、董事长兼CEO李斌,蔚来联合创始人、总裁秦 力洪,蔚来高级副总裁、乐道汽车总裁沈斐一同接受了媒体群访。李斌表示,支撑乐道L90盈利性的首 要驱动力,来自蔚来在技术和规模效应驱动下的降本能力,"乐道的考核目标是实现经营利润,而非仅 仅追求销量。" 看好纯电路线 对当前市场热议的增程式技术路线,李斌表示:"随着增程车电池越做越大,车内的油箱一年可能只用 一两次,用户每天实际上是在背着几百公斤的无效重量行驶在道路上。"在他看来,这不仅不符合经济 效益,也偏离了环保初衷。 据李斌介绍,支撑L90盈利性的首要驱动力,来自蔚来在技术和规模效应驱动下的降本能力。L90全系 搭载900V高压架构,这不仅提升了效能,也显著降低了线束用量。同时,通过应用蔚来自研的SiC功率 模块、高度集成化的热管理模块等关键技术整合设计,在保障性能的同时有效地降低了整车物料成本。 电池租赁模式成为另一关键环节。该模式通过将车电分离,一次性拉低了用户的购车门槛。蔚来通过长 期运营电池资产,在电池生命周期内实现价值最大化,创造增量收益。此外,与蔚来品牌平台共享驱动 电机,座椅 ...
HilleVax (HLVX) Upgraded to Strong Buy: What Does It Mean for the Stock?
ZACKS· 2025-07-11 17:01
HilleVax, Inc. (HLVX) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.Indi ...
Eventbrite (EB) Upgraded to Buy: Here's What You Should Know
ZACKS· 2025-07-11 17:01
Investors might want to bet on Eventbrite (EB) , as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changin ...
United (UAL) Moves 14.3% Higher: Will This Strength Last?
ZACKS· 2025-07-11 16:06
United Airlines (UAL) shares rallied 14.3% in the last trading session to close at $91.67. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2% gain over the past four weeks.The upside was driven by optimism in the airline industry, which followed the better-than-expected second-quarter 2025 earnings results reported by Delta Air Lines ((DAL). Notably, DAL's earnings and revenue beat, apart from the restoration ...
大涨!李斌,拼了!
中国基金报· 2025-07-11 16:04
【导读】蔚来港股、美股均大涨,李斌公布乐道 L90 预售价超预期 中国基金报记者 邱德坤 7 月 11 日,蔚来公司港股(蔚来 -SW ) 一度涨超 8% ,收盘涨幅接近 6% ; 7 月 10 日晚间,蔚来公司美股 ( NIO ) 收盘涨超 6% 。 | 29.200 43.3万(24) | | | | | | | --- | --- | --- | --- | --- | --- | | ਐੱਡ | 29.150 35.1万(19) | | | | | | द्रेन् 3 | 29.100 13.3万(17) | | | | | | श्रें प | 29.050 8.0万 (8) | | | | | | ત્રેર્ટ | 29.000 4.7万(35) | | | | | | 28.950 8.5万(12) | 25.200 | -8.70% -8.70% | | | | | 28.900 1.5万 (6) | 成交量 ▼ 1382万股 分时量:116.9万股↑ 现量:103.1万股 参考 | | | | | | 28.850 4.8万 (5) | द्रों, 8 | 117万 | | | | ...
AudioEye (AEYE) Is Considered a Good Investment by Brokers: Is That True?
ZACKS· 2025-07-11 14:31
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about AudioEye (AEYE) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.AudioEye currently has an average brokerage recommendation (ABR ...
Wall Street's Insights Into Key Metrics Ahead of Alcoa (AA) Q2 Earnings
ZACKS· 2025-07-11 14:16
The upcoming report from Alcoa (AA) is expected to reveal quarterly earnings of $0.30 per share, indicating an increase of 87.5% compared to the year-ago period. Analysts forecast revenues of $2.91 billion, representing an increase of 0.3% year over year.The consensus EPS estimate for the quarter has been revised 4.8% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a compan ...
[7月11日]指数估值数据(大盘冲高回落;港股科技还会发力吗;抽奖福利)
银行螺丝钉· 2025-07-11 13:51
今天大盘低开高走,到收盘涨幅回落。 大盘整体上涨,还在4.8星。 大中小盘股都上涨,小盘股上涨多一些。 价值风格下跌。 文 | 银行螺丝钉 (转载请注明出处) 银行指数盘中一度上涨,触及高估,不过随后银行指数大幅下跌。 拖累价值风格整体低迷。 银行指数下跌后,也暂时不太便宜。 成长风格高比较强势,医药医疗、生物科技上涨较多。 港股也整体上涨,港股科技领涨。 现在越来越有进入右侧的迹象了。 今年大盘、中小盘、价值、成长,都有表现的阶段。 不过随着上涨,像去年5点几星,低估品种一抓一大把的情况,现在也逐渐减少了。 机会是跌出来的,风险是涨出来的。 1. 有朋友问最近港股科技品种相对低迷,还会有发力的阶段么? 港股科技股最近一年多的涨跌,其实比较有特点。 这里以港股科技指数为例。 港股科技相关的指数也比较多。 其中中证指数公司编制的是港股科技指数,成分股数量多一些(50只)。 恒生指数公司编制的是恒生科技指数,成分股数量少一些(30只上下)。 两个指数比较重合,估值位置也相似,区别在于港股科技股票更多,也增加了一些医药生物科技方面的股票。类似恒生科技+恒生医疗的效果。 像最近的美团阿里京东"外卖大战",其实在港股科 ...
Protector Forsikring ASA (PSKRF) Q2 2025 Earnings Conference Call Transcript
Seeking Alpha· 2025-07-11 13:44
Protector Forsikring ASA (OTCPK:PSKRF) Q2 2025 Earnings Conference Call July 11, 2025 4:00 AM ET Company Participants Amund Skoglund - Corporate Participant Henrik Wold-Golfetto Hoye - Chief Executive Officer Henrik Wold-Golfetto Hoye Hello, and welcome to the Second Quarter 2025 Presentation of Results for Protector Forsikring. We have started the day, as always, with the employees in Protector, who are the ones who have delivered the results and we have obviously discussed our targets, profitable growth a ...
美股的不祥之兆:指数创新高,卖家却在消失
Hua Er Jie Jian Wen· 2025-07-11 12:20
随着美国股市攀升至新的纪录高位,一个潜在的不祥信号正在浮现:市场上的卖家正变得越来越稀少。 最新动态显示,标普500指数在过去九个交易日中创下了五次历史新高,市场情绪异常高涨。然而,据Thrasher Analytics汇编的数据,过去一个 月,下跌股票的交易量平均仅占美国交易所总成交量的42%,这是自2020年以来的最低水平。 这一成交量信号的影响不容忽视。该数据分析公司联合创始人Andrew Thrasher指出,历史上,当该指标触及如此低的水平时,往往预示着市场的 回调。数据显示,在2020年、2019年和2016年出现类似情况后的三次实例中,标普500指数均出现了至少5%的下跌。 与此同时,市场的另一个矛盾信号来自波动率指数。芝加哥期权交易所波动率指数(VIX)周四跌至2月底以来的最低水平,而衡量美国国债预期 波动性的ICE BofA MOVE指数也跌至近三年半低点。有策略师认为,这并非市场自满,而是投资者已经消化了包括贸易争端和经济增长担忧在内 的"已知未知"风险。 尽管历史数据显示该信号出现后市场可能面临5%或更多的跌幅,但Thrasher认为,本次回调可能相对"温和"。他表示: "我预计不会出现 ...