美股详情

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新能源车

3,381.77

+28.390.85%

涨家数：4

跌家数：10

平家数：- -

市盈率：- -

高：3,448.80

开：3,394.28

低：3,342.51

收：3,353.38

成交量：3.51亿

成交额：335.39亿

市值：1.65万亿

流通市值：1.34万亿

数据加载中...

卓越蔚来氢能源申请制氢用粉状原料运输装置及方法专利，实现粉体输送过程中物料完整性保护

蔚来的“加量不加价”，为何惹怒老车主？

Ofweek光电信息网

蔚来汽车概念盘中跳水，山子高科跌0.38%

小鹏概念盘中跳水，万安科技跌1.54%

招财日报2025.9.3 蔚来汽车、中兴通讯业绩点评

理想暴跌，蔚来大涨，8月新势力冰火两重天

Ofweek光电信息网

Q4目标月交付突破5万辆，蔚来看到盈利曙光

汽车大公司

小鹏自动驾驶取得遮光装置图像获取设备及运输载具专利，有效地、多重地阻碍杂散光

通用汽车8月美国电动车销量超2.1万辆创新高

新能源车企盘初普涨蔚来-SW(09866)涨3.33% 机构看好9月新能源车销售

恒生指数高开0.64%：造车新势力活跃，蔚来、理想汽车涨超3%

腾讯自选股

蔚来（2Q25 纪要）：仍然维持四季度盈亏平衡目标

理想i8乘龙卡车对撞等系列风波后，理想月度销量创今年最大跌幅，销量连续三个月大幅下滑

Ofweek维科网

反向拆股触发抛售狂潮，美国电车新势力Lucid股价暴跌超10%

台湾省人民钟爱日系车：销量榜前十独占八席

二季度净亏损创近七季新低，蔚来全面降本见效

电车黑板报

特斯拉储能系统！美国加州储能电站发生火灾

北极星电力网

印度税务小组提议对豪华电动车加征高额税费

人形机器人 - 等待“Scaling Law”时刻

华尔街见闻

蔚来四季度盈利大法：卖15万辆车、毛利率提到16%、费用不超10%

电动汽车观察家

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10:33","pubTimestamp":1756866780,"startTime":"0","endTime":"0","summary":"09月03日，蔚来汽车概念盘中跳水，截至10点32分，蔚来汽车概念整体指数下跌1.07%，报1601.720点。从个股上来看，该概念的成分股中，山子高科跌0.38%，常熟汽饰、博众精工跌幅居前。从资金上来看，截止发稿，蔚来汽车概念概念主力净流入为-14.93亿，其中宁德时代受到资金热捧，主力净流入2.76亿；拉长时间线来看，该板块近20日主力资金净流入-131.40亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903103300950fe336&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:32","pubTimestamp":1756866728,"startTime":"0","endTime":"0","summary":"09月03日，小鹏概念盘中跳水，截至10点32分，小鹏概念整体指数下跌1.08%，报1205.530点。从个股上来看，该概念的成分股中，万安科技跌1.54%，铭科精技、拓普集团、文灿股份跌幅居前。从资金上来看，截止发稿，小鹏概念概念主力净流入为-3.85亿，其中德赛西威受到资金热捧，主力净流入3792.45万；拉长时间线来看，该板块近20日主力资金净流入-7.40亿。（以上内容为腾讯自选股基于公开消息，由程序或算法智能生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903103208a70ca095&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903103208a70ca095&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["EVS.SI","BK4505","BK4551","BK4099","BK4555","XPEV","09868","BK4526"],"gpt_icon":0},{"id":"2564353664","title":"招财日报2025.9.3 蔚来汽车、中兴通讯业绩点评","url":"https://stock-news.laohu8.com/highlight/detail?id=2564353664","media":"招银国际","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564353664?lang=zh_cn&edition=fundamental","pubTime":"2025-09-03 10:31","pubTimestamp":1756866698,"startTime":"0","endTime":"0","summary":"毛利率10%，符合预期；费用控制略好于预期，2Q25净亏损环比收窄至51亿元，符合预期。我们将2025年销量预测上调至34.5万台，预计4Q25整车毛利率提升至15.7%。即使假设蔚来2026年销量同比增长45%至50万台，其GAAP净亏损仍可达78亿元。由于产品结构向高销量服务器转移，盈利能力承压，毛利率和净利率分别下降 8.0 个百分点和 2.1 个百分点至 32.5% 和 7.1%。维持“买入”评级，并上调 H 股目标价至 42 港元，A 股目标价至 57 元人民币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903103725a70ca390&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:20","pubTimestamp":1756866000,"startTime":"0","endTime":"0","summary":"在 8 月的新能源汽车市场中，理想汽车与蔚来汽车这两家头部造车新势力的表现可谓冰火两重天，以 3 万辆销量大关为分水岭，理想汽车销量跌破这一关口，而蔚来汽车则成功突破。反观蔚来汽车，在 8 月迎来重大突破，整体销量首次站稳 3 万辆台阶。数据显示，8 月蔚来汽车交付新车 31305 辆，同比大幅增长 55.2%，创下历史新高。综合理想汽车与蔚来汽车这两家新势力车企的表现，不难发现，理想汽车销量暴跌的核心原因在于产品端的困境。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903102733950fe051&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:17","pubTimestamp":1756865846,"startTime":"0","endTime":"0","summary":"“蔚来公司三个品牌在Q4的目标产能将达到5.6万台/月，足以支撑5万台/月的交付目标。”Q4达到5.6万辆/月产能刚刚过去的2025成都车展媒体日上，第10000台乐道L90交付给了明星车主郭涛，而乐道L90在上市首月实现了10,575台的交付，创造了蔚来公司的交付纪录。Q3因为多款新车上市，因此市场费用会相对偏多，而Q4的目标是达到费用占比10%以内，以实现整体盈亏平衡的目标。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903102522a4b0cbb3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:11","pubTimestamp":1756865479,"startTime":"0","endTime":"0","summary":"国家知识产权局信息显示，广州小鹏自动驾驶科技有限公司取得一项名为“遮光装置图像获取设备及运输载具”的专利，授权公告号CN 223285883 U，申请日期为2024年08月。天眼查资料显示，广州小鹏自动驾驶科技有限公司，成立于2019年，位于广州市，是一家以从事研究和试验发展为主的企业。通过天眼查大数据分析，广州小鹏自动驾驶科技有限公司参与招投标项目5次，专利信息534条，此外企业还拥有行政许可10个。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903102302950fde49&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903102302950fde49&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["EVS.SI","BK4505","BK4551","BK4099","BK4555","XPEV","09868","BK4526","EV"],"gpt_icon":1},{"id":"2564358879","title":"通用汽车8月美国电动车销量超2.1万辆创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2564358879","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564358879?lang=zh_cn&edition=fundamental","pubTime":"2025-09-03 09:51","pubTimestamp":1756864277,"startTime":"0","endTime":"0","summary":"通用汽车周二表示，8月份在美国售出超过21,000辆电动车，创下月度销售记录。通用汽车副总裁Duncan Aldred表示，8月是该公司电动车销售的最佳月份，预期购买潮将在长期内带来回报，因为公司在行业中拥有忠诚度，以及对电动车客户有技术承诺。通用汽车预计9月份的电动车销售将持续强劲。由于联邦电动车税收抵免将在9月30日到期，电动车需求在下一季度将显著下降。\n\n\r\n            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蔚来-SW(09866)涨3.33% 机构看好9月新能源车销售","url":"https://stock-news.laohu8.com/highlight/detail?id=2564330753","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564330753?lang=zh_cn&edition=fundamental","pubTime":"2025-09-03 09:40","pubTimestamp":1756863654,"startTime":"0","endTime":"0","summary":"金吾财讯 | 新能源车企盘初普涨，截至发稿，蔚来-SW 涨3.33%，理想汽车-W涨3.27%，吉利汽车涨1.91%，长城汽车涨1.51%，小米集团-W涨1.25%，零跑汽车涨0.86%。此外，多家车企得益于新车型定价优势，销量创历史新高。随着“金九银十”传统销售旺季临近，各家车企陆续推出优惠政策，该机构看好9月新能源车销售。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/YjA5ZTU5M2U3ZjIyNGI4Mzk2MWM1NGUyNWZkZjFmMjE3MzEwNTIzMzcxNTY=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1965407","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1610","09866","LU0211977185.USD","BK1575","161028","BK4099","MIUmain","LU0499858438.USD","399417","EVS.SI","81810","SW","601633","LU0385154629.USD","LU0708995583.HKD","LU0359201612.USD","399941","80175","LU0143863784.USD","LU1224444064.USD","BK4555","BK1539","LU0254981946.USD","LU1808992512.USD","LU0918141705.HKD","LU0348825331.USD","GWLLY","GELYY","LU0054450605.USD","BK4136","LU1188198961.HKD","000941.SH","09863","LU0594300419.USD","02333","HXXD.SI","159875","LU0593848301.USD","LU2087589342.USD","NIO","160640","NIO.SI","LU1323998911.USD","82333","LU2399975544.HKD"],"gpt_icon":0},{"id":"2564330402","title":"恒生指数高开0.64%：造车新势力活跃，蔚来、理想汽车涨超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2564330402","media":"腾讯自选股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564330402?lang=zh_cn&edition=fundamental","pubTime":"2025-09-03 09:22","pubTimestamp":1756862546,"startTime":"0","endTime":"0","summary":"恒生指数高开0.64%，恒生科技指数涨0.99%。蔚来、理想汽车涨超3%，京东集团、百度集团涨超2%，阿里巴巴涨超1%。光大证券称，美联储降息周期有望开启，港股未来或继续震荡上行。在国内稳增长政策的持续发力，以及美联储降息周期有望在9月开启的背景下，港股市场未来或许将继续震荡上行。最新数据显示，全球对冲基金8月对中国股票的买入规模有望创下自2月以来单月最高。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902154554a4af2126&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:13","pubTimestamp":1756862022,"startTime":"0","endTime":"0","summary":"② Q4 毛利率指引：在第四季度，ES8 将开始交付，预计集团车辆毛利率将增长至 16% 到 17% 左右，以实现盈亏平衡。L90 和 ES8 的第四季度毛利率目标为 20%。但第四季度，non-GAAP 的 SG&A 费用目标将控制在销售收入的 10% 以内。④ Q4 盈亏平衡：公司的季度盈亏平衡目标基于 non-GAAP 基础⑤ 2025H2 及 2026 年新车 Pipeline:由于所有产能已投入现有车型生产，今年将不会有任何新车型上市或交付。随着 2025 款车型在第三季度全面交付以及 L90 开始交付，车辆毛利率将进一步提升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250903091624950fbc8d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:08","pubTimestamp":1756861686,"startTime":"0","endTime":"0","summary":"理想i8乘龙卡车对撞风波后，理想汽车月销量崩了，暴跌40%据新浪科技报道，今年8月，理想汽车交付新车28529辆，对比去年同期的48122辆暴跌40.72%，跌幅创下今年新高。从6月起，其月销量开始出现“崩塌式”下滑，至今已经连续三个月呈现颓势，下滑幅度分别高达24.1%、39.74%和40.72%。理想汽车近期也是频频卷入舆论漩涡，i8上市时的改配置风波、卡车对撞测试的风波以及理想车主“素质”问题的风波，一系列加起来导致整个品牌的口碑受到了不小的影响。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025090309083097741589&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Group股价截至周二美股收盘暴跌超10%，盘中早些时候在按复权口径计算的历史新低17.36美元处易手，导致该股暴跌的核心逻辑在于Lucid的10比1反向拆股于周二开盘时生效。因此反向拆股的公告与生效前后，超额回报常为负。统计数据显示，Lucid Group股价年初至今回撤逾40%，相比之下，美国电动汽车领导者特斯拉股价年初至今下跌18.2%，而 Rivian Automotive则在美股电动汽车板块低迷之际逆势上涨1.5%。","market":"fut","thumbnail":"https://static.tigerbbs.com/d298c1709a6f37fb5dc54d33ede4eb21","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d298c1709a6f37fb5dc54d33ede4eb21"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1340788.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-2","news_top_title":"反向拆股触发抛售狂潮，美国电车新势力Lucid股价暴跌超10%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LCID","BK4596","BK4555","BK4099","BK4551"],"gpt_icon":0},{"id":"2564431485","title":"台湾省人民钟爱日系车：销量榜前十独占八席","url":"https://stock-news.laohu8.com/highlight/detail?id=2564431485","media":"车质网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564431485?lang=zh_cn&edition=fundamental","pubTime":"2025-09-03 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