奥龙
2023-09-07
收到
特斯拉警告:全球性工厂关停将造成三季度产量和交付缩水
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":217173097103616,"tweetId":"217173097103616","gmtCreate":1694043813730,"gmtModify":1694043814985,"author":{"id":3449524265230488,"authorId":3449524265230488,"authorIdStr":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>收到</p></body></html>","htmlText":"<html><head></head><body><p>收到</p></body></html>","text":"收到","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/217173097103616","repostId":2365607109,"repostType":2,"repost":{"id":"2365607109","pubTimestamp":1694025091,"share":"https://www.laohu8.com/m/news/2365607109?lang=&edition=full","pubTime":"2023-09-07 02:31","market":"us","language":"zh","title":"特斯拉警告:全球性工厂关停将造成三季度产量和交付缩水","url":"https://stock-news.laohu8.com/highlight/detail?id=2365607109","media":"华尔街见闻","summary":"德银分析师认为,市场对特斯拉三季度交付环比持平的预期存在下行风险,当季特斯拉的利润也有风险。特斯拉称,三季度过后,新版Model 3可能有稳定需求。德银认为新版可能有助于盈利。特斯拉盘中一度跌超4%。","content":"<html><head></head><body><blockquote><p>德银分析师认为,市场对特斯拉三季度交付环比持平的预期存在下行风险,当季特斯拉的利润也有风险。特斯拉称,三季度过后,新版Model 3可能有稳定需求。德银认为新版可能有助于盈利。特斯拉盘中一度跌超4%。</p></blockquote><p>虽然新版Model 3可能提升<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的利润,但本季度特斯拉的业绩可能逊于预期。</p><p><a href=\"https://laohu8.com/S/DB\">德意志银行</a>的分析师Emmanuel Rosner在报告中透露,特斯拉在慕尼黑召开的投资者会议上警告,因为全球范围的工厂关停,今年第三季度,特斯拉的产量和交付量都将下滑。</p><p>Rosner评论称,目前市场对特斯拉交付量的共识预期是,三季度交付量环比二季度将持平,这种预期存在下行风险。</p><p>Rosner还认为,特斯拉三季度的利润也面临风险,因为特斯拉给库存车打折出售,而且节约的成本有限。</p><p>特斯拉表示,三季度过后,新版Model 3可能迎来“稳定的”需求。对此Rosner评论称,新Model 3可能有助于特斯拉盈利,因为新版相比老版的售价更高,成本可能更低。</p><p>总之,德银仍预计,市场对特斯拉2023到2024年的预期存在一些风险,但德银继续看好特斯拉的长期机会。</p><p>Rosner发布报告当天,特斯拉股价在本周三美股早盘一度跌近4.5%,午盘跌幅收窄到3%以内,势将在周二逆市大反弹近5%后回落。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7231b5b8ccc53d881fddb2f0586349be\" tg-width=\"560\" tg-height=\"240\"/></p><p>Rosner的报告发布前,特斯拉上周五刚刚在中国开卖Model 3焕新版。出乎市场人士意料的是,新版Model 3后驱型在中国售价25.99万元,比老版贵了近3万元左右。不仅与市场期待的20万元价格相去甚远,与特斯拉今年降价保量的策略也大相径庭。</p><p>华尔街见闻•见智研究文章认为,涨价主要是为了迅速消化老款Model 3的库存。</p><p>文章指出,在全球范围,特斯拉Model 3和Model Y近一年的产量相较销量高出7.8万辆左右。如果新款model3价格低于老款,那么本就对老款审美疲劳的消费者们将会全面倒向新款车型,甚至出现老款车型退订,这对于库存显然极为不利。</p><p>因此文章认为,特斯拉未必是不降价,而是通过新车型的高定价先消化老款车型库存,在四季度交付前,通过价差去库,等新车型开始交付爬坡稳定后,不排除特斯拉推出降价优惠的可能。</p><p>特斯拉CEO马斯克在二季业绩会上提到,如果经济环境继续恶化,特斯拉还将继续降低汽车价格来保证销量。</p><p>8月中,特斯拉就在中国宣布了下半年的第二轮降价:Model Y长续航版和高性能版分别降价1.4万元,降价幅度在4%。长续航版更是首次降进30万元大关来到29.99万元;Model 3没有直接给出降价优惠,但给予8000元保险补贴,变相降价3.5%;高端车型Model S 和Model X可享受5.4万到7万元不等的价格优惠。</p><p>本周稍早中国乘联会公布的预估数据显示,特拉斯在中国的降价见效,8月在中国的批发销量为8.4159万辆,同比增长9.3%,环比激增31%。</p><p>风险提示及免责条款</p><p> 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉警告:全球性工厂关停将造成三季度产量和交付缩水</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉警告:全球性工厂关停将造成三季度产量和交付缩水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-07 02:31 北京时间 <a href=https://wallstreetcn.com/articles/3697314><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>德银分析师认为,市场对特斯拉三季度交付环比持平的预期存在下行风险,当季特斯拉的利润也有风险。特斯拉称,三季度过后,新版Model 3可能有稳定需求。德银认为新版可能有助于盈利。特斯拉盘中一度跌超4%。虽然新版Model 3可能提升特斯拉的利润,但本季度特斯拉的业绩可能逊于预期。德意志银行的分析师Emmanuel Rosner在报告中透露,特斯拉在慕尼黑召开的投资者会议上警告,因为全球范围的工厂关停...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697314\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50c4161bb2716623a4fc719a0dae794c","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","BK4550":"红杉资本持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4551":"寇图资本持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4592":"伊斯兰概念","LU0823411888.USD":"法巴消费创新基金 Cap","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC"},"source_url":"https://wallstreetcn.com/articles/3697314","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365607109","content_text":"德银分析师认为,市场对特斯拉三季度交付环比持平的预期存在下行风险,当季特斯拉的利润也有风险。特斯拉称,三季度过后,新版Model 3可能有稳定需求。德银认为新版可能有助于盈利。特斯拉盘中一度跌超4%。虽然新版Model 3可能提升特斯拉的利润,但本季度特斯拉的业绩可能逊于预期。德意志银行的分析师Emmanuel Rosner在报告中透露,特斯拉在慕尼黑召开的投资者会议上警告,因为全球范围的工厂关停,今年第三季度,特斯拉的产量和交付量都将下滑。Rosner评论称,目前市场对特斯拉交付量的共识预期是,三季度交付量环比二季度将持平,这种预期存在下行风险。Rosner还认为,特斯拉三季度的利润也面临风险,因为特斯拉给库存车打折出售,而且节约的成本有限。特斯拉表示,三季度过后,新版Model 3可能迎来“稳定的”需求。对此Rosner评论称,新Model 3可能有助于特斯拉盈利,因为新版相比老版的售价更高,成本可能更低。总之,德银仍预计,市场对特斯拉2023到2024年的预期存在一些风险,但德银继续看好特斯拉的长期机会。Rosner发布报告当天,特斯拉股价在本周三美股早盘一度跌近4.5%,午盘跌幅收窄到3%以内,势将在周二逆市大反弹近5%后回落。Rosner的报告发布前,特斯拉上周五刚刚在中国开卖Model 3焕新版。出乎市场人士意料的是,新版Model 3后驱型在中国售价25.99万元,比老版贵了近3万元左右。不仅与市场期待的20万元价格相去甚远,与特斯拉今年降价保量的策略也大相径庭。华尔街见闻•见智研究文章认为,涨价主要是为了迅速消化老款Model 3的库存。文章指出,在全球范围,特斯拉Model 3和Model Y近一年的产量相较销量高出7.8万辆左右。如果新款model3价格低于老款,那么本就对老款审美疲劳的消费者们将会全面倒向新款车型,甚至出现老款车型退订,这对于库存显然极为不利。因此文章认为,特斯拉未必是不降价,而是通过新车型的高定价先消化老款车型库存,在四季度交付前,通过价差去库,等新车型开始交付爬坡稳定后,不排除特斯拉推出降价优惠的可能。特斯拉CEO马斯克在二季业绩会上提到,如果经济环境继续恶化,特斯拉还将继续降低汽车价格来保证销量。8月中,特斯拉就在中国宣布了下半年的第二轮降价:Model Y长续航版和高性能版分别降价1.4万元,降价幅度在4%。长续航版更是首次降进30万元大关来到29.99万元;Model 3没有直接给出降价优惠,但给予8000元保险补贴,变相降价3.5%;高端车型Model S 和Model X可享受5.4万到7万元不等的价格优惠。本周稍早中国乘联会公布的预估数据显示,特拉斯在中国的降价见效,8月在中国的批发销量为8.4159万辆,同比增长9.3%,环比激增31%。风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":690,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/217173097103616"}
精彩评论