自我救赎

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蔚来的“自我救赎”:销售改善后,接下来就是财务了
Hua Er Jie Jian Wen· 2025-09-23 12:29
新车订单强劲,销售颓势得以扭转 蔚来今年早些时候在销量增长方面一度面临困境,但最新两款车型的市场表现使其成功走出了低谷。野村的报告指出,蔚来新推出的乐道L90和新款ES8 正享有稳固的需求。 据野村的市场调查,乐道L90车型保持了每周2000至3000台的订单量。与此同时,新款ES8的确定订单已接近5万台,这一数字已经超过了该车型在2025年 剩余时间内的产能上限。强劲的订单为蔚来在2025年下半年的交付量增长提供了坚实保障。 对于关注蔚来的投资者而言,野村证券这份最新的研报传递了一个复杂但清晰的信号:蔚来的"自我救赎"已经开启,但远未完成。 据追风交易台消息,野村在22日的研报中表示,蔚来凭借其成功的定价策略和新产品(乐道 L90和新款ES8)的强劲订单,已经扭转了销售颓势,解决了 当下的需求挑战。基于这一判断,野村将蔚来的目标价从5.00美元大幅上调至8.40美元,但依然维持"中性"评级,较目前股价约有22%的上行空间。 但分析师同时指出,尽管销量挑战暂时得到缓解,蔚来的财务状况,特别是与其同行相比,仍显得有些脆弱。分析师认为,投资者需要保持耐心,因为公 司要实现财务状况的"有意义的改善"尚需时日。 对于 ...
《浪浪山小妖怪》看笑了多少孩子,却看哭了无数成年人
洞见· 2025-08-15 12:36
昨晚我带着娃去看了暑假档黑马《浪浪山小妖怪》。 洞见 ( DJ00123987 ) —— 不一样的观点,不一样的故事, 3000 万人订阅的微信大号。点击标题下蓝字 " 洞见 " 关注,我们将为您提供有价值、有意思的 延伸阅读。 看完电影,走出影院的时候,我问娃:"电影好看吗?" 作者:洞见hujiao 少年心气是不可再生之物。 ♬ 点上方播放按钮可收听洞见主播素年锦时 朗读音频 是啊,年少不知生活难,做了多年社畜,我们都活成了"浪浪山的小妖怪": 拿着微薄的薪水,干着最重的活,挨着最狠的骂,随时被替代…… 他连忙拍着小手说:"好看,小妖怪们太搞笑了,他们竟然假冒唐僧师徒去取经,还被发现了……" 这是孩子们眼里的《浪浪山小妖怪》:妥妥的喜剧,小妖怪们俏皮可爱,还特别没头脑。 活成小猪妖:社会的边角料,却是家庭的顶梁柱。 《浪浪山小妖怪》的英文名叫"nobody",翻译过来就是"无名之辈"。 但大人看却是另外一回事: 多年应聘却拿不到offer的小猪妖,为斗米折腰的公鸡精画师,工作失误后被无情爆头的豹子精…… 一句不提打工人,句句都是打工人,每个职场人都在小妖怪身上看到了自己的影子。 想起豆瓣上的一条高赞评论: ...
深度复盘一次失败的外派经历
Hu Xiu· 2025-05-21 09:40
Group 1 - The article discusses the challenges and lessons learned from a failed overseas assignment, highlighting the narrow mindset driven by financial goals [2][3] - The author emphasizes the detrimental effects of focusing solely on immediate financial objectives, leading to a decline in overall life quality [4][7] - The high cost of living in Spain is mentioned, illustrating the financial strain experienced during the assignment [8][64] Group 2 - Health issues arose during the assignment, particularly knee pain exacerbated by inadequate footwear and lack of proper exercise [12][13] - The reliance on alcohol as a coping mechanism for pain and stress is discussed, indicating a significant impact on mental health [17][19] - The article notes the physical and emotional toll of the pandemic, which further complicated the author's well-being [20][21] Group 3 - Workplace dissatisfaction is highlighted as a key factor in the failure of the overseas experience, despite achieving promotions and salary increases [23][24] - The lack of support from leadership and feelings of isolation within the team contributed to a decline in morale [28][30] - The article describes the challenges faced in adapting to a new work environment, including conflicting directives from management [31][32] Group 4 - The transition to a new role within the European e-commerce team presented additional challenges, including budget constraints and resource allocation issues [35][36] - The article discusses the negative impact of a toxic work culture and micromanagement on employee performance and morale [40][41] - The author reflects on the importance of separating personal responsibility from organizational failures [46][47] Group 5 - The article concludes with insights on the dual nature of overseas assignments, outlining both the benefits and drawbacks [60][73] - Key advantages include higher earnings, faster savings, and enhanced professional networks, while challenges encompass communication barriers and cultural adjustments [74][75][81] - The author emphasizes the need for a balanced perspective on the opportunities and risks associated with international assignments [54][82]