作者 | 柴旭晨 编辑 | 周智宇 定位高端的蔚来，一时间竟成了性价比的代名词。 8月21日晚，蔚来旗舰SUV新ES8开启预售，整车41.68万-45.68万元，BaaS加持下的价格直接下探到了30.88万-34.88万元。打出价格牌后全场沸腾，满场高 呼"斌神"。 要知道，这是一台对标宝马X7的五十万级全尺寸SUV。相比上一代，新ES8直接官降了整整8万元，租电后价格直降近15万。并且这还只是预售价，按照 行业思路，新ES8的正式售价很有可能来到40万以下。 在业内人士看来，如果说前段时间乐道L90是李斌"掀桌"，那么极致价格叠加蔚来庞大补能基建的加持下，新ES8将让增程高端车型"无路可走"。 继乐道L90卖爆之后，蔚来打算继续在纯电大三排SUV领域趁胜追击。李斌认为，在大三排SUV细分市场，属于增程车的黄金时代已经结束，是时候看纯 电了。 市场反应迅速，发布会当晚蔚来美股一路走高，涨幅一度超过10%。次日，蔚来总裁秦力洪向华尔街见闻透露，从开启预售通道开始，新ES8的订单已经 超过了同期的乐道L90。8月22日晚间，蔚来美股再次急速拉升近15%。 显然，为了找回昔日荣光，为了Q4盈利掀了桌子，蔚来和李斌豁 ...

Key Points - The article discusses various developments in the tech and automotive industries, highlighting significant corporate actions, product launches, and market strategies. Group 1: Corporate Developments - Former CFO of Zhibo Network publicly criticized the company's upcoming IPO, stating that he left due to a lack of confidence in the business and accused certain executives of being opportunistic [4][6]. - Alibaba announced the spin-off of Zhibo Network for an independent listing on the Hong Kong Stock Exchange, with plans to retain over 30% ownership post-IPO [6]. - Alibaba's Lingxi Entertainment has shifted its reporting structure to report directly to CFO Xu Hong, indicating potential changes in business strategy [12][13]. Group 2: Product Launches and Innovations - NIO unveiled the new ES8 model, with a starting pre-sale price of 416,800 yuan, featuring significant upgrades in size and technology [19]. - Vivo introduced the Vision Exploration Edition, the lightest MR headset in the industry, weighing only 398g, designed for enhanced user experience [30]. - DeepSeek released version 3.1, which includes significant upgrades and price adjustments for its API services, reflecting a shift towards next-generation domestic chips [11]. Group 3: Market Strategies - Alibaba's local services division is launching a new group-buying feature called "Flash Group," aimed at price-sensitive consumers, to compete with Meituan's similar offerings [18]. - Multiple ride-hailing platforms, including Didi and T3, have announced reductions in commission rates to support driver income and expand platform capacity [24][25]. - Zero Run Auto reported a cumulative delivery of over 900,000 vehicles, achieving profitability in the first half of the year and adjusting its annual sales target upwards [26][27]. Group 4: Financial Performance - Kuaishou reported a revenue of 35.05 billion yuan for Q2 2025, with a net profit increase of 20.1%, and announced a special dividend for shareholders [39]. - Bilibili's Q2 revenue reached 7.34 billion yuan, with significant growth in advertising and gaming revenue, and a record high in user engagement metrics [40]. Group 5: Competitive Landscape - Samsung's HBM4 samples have passed initial testing with Nvidia and are set to enter pre-production, potentially challenging SK Hynix's dominance in the AI memory chip market [44][45]. - Intel is negotiating with large investors to replicate a previous financing deal with SoftBank, aiming to bolster its capital structure [46]. Group 6: Privacy and Regulatory Issues - Meta is facing allegations of circumventing Apple's privacy restrictions to enhance ad revenue, with claims of misleading advertisers about the performance of its Shop Ads [51][52]. - xAI's Grok platform experienced a significant privacy breach, exposing over 370,000 user chat records due to design flaws in its sharing functionality [46][47].