美股详情

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昨日强势股

902.29

+1.380.15%

涨家数：25

跌家数：28

平家数：4

市盈率：- -

高：903.29

开：899.60

低：880.70

收：900.91

成交量：7,577.32万

成交额：13.31亿

市值：1,658.68亿

流通市值：908.75亿

数据加载中...

雷军又签任命通知，目标非洲

俞浩，要像雷军一样造车

理想MEGA月交付正式突破3000台，达成双冠

凤凰网科技

理想MEGA车型月交付量正式突破3000台

币安任命 SB Seker 为亚太区负责人，推进合规发展

大增69.6%！理想汽车跻身纯电第一梯队有了条件

中国经济时报

Binance 任命 SB Seker 为新亚太区负责人，其早年曾担任央行律师

理想汽车：理想MEGA月交付正式突破3000台连续两月达成50万以上MPV、 50万以上纯电车型销量双冠军。

理想汽车产品线负责人李昕旸：关于“理想i6售价、销量”的报道都是不实信息

【2025年中期业绩公告点评/理想汽车】业绩符合预期，纯电+VLA有望实现共振

东吴汽车黄细里...

【华创汽车】理想汽车：Q2业绩符合预期，i6上市在即

海尔猛攻二手车，130亿收购完成交割

21世纪商业评论

大众捷达2028推4款新能源车，追觅科技官宣造车

电力设备与新能源行业研究：风电8月招标量价表现强势，锂电排产及固态进展超预期

理想汽车-W：反转押注I6表现有待经营优化、VLA优势赋能

连续11个季度实现盈利，理想靠什么？

中国经济周刊

新氧转型困局：从“撮合者”到“竞争者”，自营诊所扩张下的业绩滑铁卢

港湾周评|董宇辉“负作用”冲击仍在，东方甄选业绩大败何去何从？

赚钱能力在线，增长承压，理想加速出牌｜钛度车库

理想汽车跟踪报告：2Q25业绩低于预期静待I6上市催化

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22:15","pubTimestamp":1756649714,"startTime":"0","endTime":"0","summary":"公司毛利率维持较好水平，期间费用管控得当。盈利能力方面，公司2025Q2总体毛利率实现20.1%，同环比分别+0.6/-0.5pct，其中汽车销售毛利率为19.4%，同环比分别+0.7/-0.3pct。公司2025年二季度实现批发销量11.1万辆，对应单车收入26.0万元，单车毛利5.1万元。公司2025H2将迎来纯电产品周期与VLA高阶智能辅助驾驶上车的共振。智能化维度，VLA司机大模型Preview版本与i8同步于8月20号上车，9月10日VLA所有AD Max全量推送，明年理想预期MPI平均单次接管里程数（含高速）到达1000km。","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=nesSN20250831222211a4ab6984&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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21:52","pubTimestamp":1756648350,"startTime":"0","endTime":"0","summary":"系列换代影响ASP，业绩基本符合预期。理想i8开启交付，i6上市在即。理想i8开启公司纯电新车周期，第二款纯电SUV理想i6计划于9月底上市并开启交付，预计将带动公司销量与盈利在25Q4显著提升。投资建议详见华创证券研究所2025年8月31日发布的报告：《理想汽车-W2025年二季报点评：业绩符合预期，i6上市在即》风险提示：新车销量不及预期、市场竞争强度高于预期、AI研发进展不及预期、宏观经济增速不及预期。","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=nesSN20250831215611a4ab61b9&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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20:21","pubTimestamp":1756642909,"startTime":"0","endTime":"0","summary":"8月27日，海尔集团旗下“卡泰驰控股”宣布，成功入股汽车之家，已完成交易交割及董事会改组。本次交易，卡泰驰以总价约130亿元人民币，购入云辰所持汽车之家约43%的股份。股权已交割，海尔的汽车业务，预计将加速扩张。“二手车业务，2024年的营收有100多个亿。”汽车之家旗下天天拍车，截至2025年上半年，累计成交二手车150万辆，累计交易额达到1700亿元。海尔的卡泰驰，选择于2021年低调入局。","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=nesSN20250831203958a4ab49fb&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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09:26","pubTimestamp":1756517176,"startTime":"0","endTime":"0","summary":"盈利能力还在，但增速放缓2025年第二季度，理想汽车交付新车111074辆，同比增长2.3%，环比增长19.6%。第二季度汽车毛利率为19.4%，同比提升0.7个百分点，环比略微下滑0.4个百分点。7月29日发布的理想i8被视为理想汽车重新定义纯电SUV的力作。60亿，All in AI尽管面临整体营收增速放缓的压力，理想并未选择收缩战线，而是毅然决然地加大对AI与核心技术的投入，全年人工智能领域投资预计超过60亿元。","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=nesSN20250830093119a7051754&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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至20.1%，Non-GAAP 归母净利润同环比-2.7%/+43.8%至14.6 亿元。管理层指引3Q25E 交付量9.0-9.5 万辆；我们预计毛利率有望稳定在19%-20%，预计3Q25E GAAP 口径下经营业绩或紧压盈亏平衡线。维持“增持”评级：2025E 理想开启全新智能+纯电+出海战略，聚焦L 系列销量恢复、以及纯电爬坡兑现。","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=nesSN20250830132551a4a92761&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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