Wald
2023-11-10
这篇文章不错,转发给大家看看
@孟浩:
Model Y涨价对特斯拉意味着什么?
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true}","description":"特斯拉(TSLA)收跌1.11%,本周累涨14.44%。【你认为低价车能够挽救特斯拉股价吗?2024年至今跌逾40%的特斯拉,现在会是股价的拐点吗?】","image":"https://static.tigerbbs.com/ce3860174f7ad1d0cd7f65f9730a2cc1"}],"images":[{"img":"https://static.tigerbbs.com/93c16492556b077ba1b5c964c337eff9","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/51ccab2f9c4b868f32aa65acac653f20","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/f25cedc20baa251483d01603163aa383","width":"1056","height":"1428"}],"coverImages":[{"img":"https://static.tigerbbs.com/f25cedc20baa251483d01603163aa383","width":"1056","height":"1428"}],"title":"Model Y涨价对特斯拉意味着什么?","extraTitle":"","html":"<html><head></head><body><p>11月9日,据特斯拉中国官网,Model Y全轮驱动长续航版售价调整为30.24万元,此前为29.99万元,上涨2500元。Model 3长续航焕新版售价调整为29.74万元,此前为29.59万元,上调1500元。这是继10月27日后,特斯拉半个月内的第二次涨价。 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>说到涨价,肯定就得谈谈此前多年维持的低价策略。说白了,主要是为了抢占市场,但从实际效果来看,并不如预期一般。在中国市场,特斯拉前有比亚迪这个强劲对手,后有新势力理想、小鹏、零跑、问界、蔚来的围追堵截。从10月销量数据来看,特斯拉更是被理想压了一筹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93c16492556b077ba1b5c964c337eff9\" tg-width=\"690\" tg-height=\"1227\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ccab2f9c4b868f32aa65acac653f20\" tg-width=\"690\" tg-height=\"1227\"></p><p>此外,从刚刚过去的特斯拉Q3报中,可以看到营收和净利润下滑明显。特斯拉三季度营收233.5亿美元,同比增长8.8%,较此前增速大幅下滑,其中特斯拉三季度汽车收入196亿美元,同比仅增长5%,不及分析师预期的209.76亿美元:</p><p>收入低于预期,盈利更是惨不忍睹,三季度特斯拉毛利率为17.89%,低于分析师预期的18.28%,经调整后的净利率更是降至7.94%,这样的盈利水平甚至连传统燃油车企都不如.</p><p>目前来说特斯拉面临生死时刻,它的解决办法有哪些?前一段时间呢,特斯拉最常用的就是画饼,一会儿自动驾驶,一会儿人工智能,更是说X超过了OPEN AI,但实际上从股价来看,投资者并不买账。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25cedc20baa251483d01603163aa383\" tg-width=\"1056\" tg-height=\"1428\"></p><p>没办法了,只能祭出最直接的方法就是提价,因为降价对销量拉动有限,但是提价却是可以短期内增加收入的捷径。个人认为提价可能不会仅有一次,毕竟之前的单车收入在5.5万,现在降到了4.5万,用涨价逼一逼消费者也是个不错的方法。</p><p>个人认为,以目前的形式,特斯拉未能看到任何实质性利好,如果按照目前的销量和收入来说,特斯拉的实际价值也就在170美元左右,股价高估了大约30%左右。现在上车有点早,我觉得还可以再等等。 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p></p></body></html>","htmlText":"<html><head></head><body><p>11月9日,据特斯拉中国官网,Model Y全轮驱动长续航版售价调整为30.24万元,此前为29.99万元,上涨2500元。Model 3长续航焕新版售价调整为29.74万元,此前为29.59万元,上调1500元。这是继10月27日后,特斯拉半个月内的第二次涨价。 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p>说到涨价,肯定就得谈谈此前多年维持的低价策略。说白了,主要是为了抢占市场,但从实际效果来看,并不如预期一般。在中国市场,特斯拉前有比亚迪这个强劲对手,后有新势力理想、小鹏、零跑、问界、蔚来的围追堵截。从10月销量数据来看,特斯拉更是被理想压了一筹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93c16492556b077ba1b5c964c337eff9\" tg-width=\"690\" tg-height=\"1227\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51ccab2f9c4b868f32aa65acac653f20\" tg-width=\"690\" tg-height=\"1227\"></p><p>此外,从刚刚过去的特斯拉Q3报中,可以看到营收和净利润下滑明显。特斯拉三季度营收233.5亿美元,同比增长8.8%,较此前增速大幅下滑,其中特斯拉三季度汽车收入196亿美元,同比仅增长5%,不及分析师预期的209.76亿美元:</p><p>收入低于预期,盈利更是惨不忍睹,三季度特斯拉毛利率为17.89%,低于分析师预期的18.28%,经调整后的净利率更是降至7.94%,这样的盈利水平甚至连传统燃油车企都不如.</p><p>目前来说特斯拉面临生死时刻,它的解决办法有哪些?前一段时间呢,特斯拉最常用的就是画饼,一会儿自动驾驶,一会儿人工智能,更是说X超过了OPEN AI,但实际上从股价来看,投资者并不买账。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f25cedc20baa251483d01603163aa383\" tg-width=\"1056\" tg-height=\"1428\"></p><p>没办法了,只能祭出最直接的方法就是提价,因为降价对销量拉动有限,但是提价却是可以短期内增加收入的捷径。个人认为提价可能不会仅有一次,毕竟之前的单车收入在5.5万,现在降到了4.5万,用涨价逼一逼消费者也是个不错的方法。</p><p>个人认为,以目前的形式,特斯拉未能看到任何实质性利好,如果按照目前的销量和收入来说,特斯拉的实际价值也就在170美元左右,股价高估了大约30%左右。现在上车有点早,我觉得还可以再等等。 <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> </p><p></p></body></html>","text":"11月9日,据特斯拉中国官网,Model Y全轮驱动长续航版售价调整为30.24万元,此前为29.99万元,上涨2500元。Model 3长续航焕新版售价调整为29.74万元,此前为29.59万元,上调1500元。这是继10月27日后,特斯拉半个月内的第二次涨价。 $特斯拉(TSLA)$ 说到涨价,肯定就得谈谈此前多年维持的低价策略。说白了,主要是为了抢占市场,但从实际效果来看,并不如预期一般。在中国市场,特斯拉前有比亚迪这个强劲对手,后有新势力理想、小鹏、零跑、问界、蔚来的围追堵截。从10月销量数据来看,特斯拉更是被理想压了一筹。 此外,从刚刚过去的特斯拉Q3报中,可以看到营收和净利润下滑明显。特斯拉三季度营收233.5亿美元,同比增长8.8%,较此前增速大幅下滑,其中特斯拉三季度汽车收入196亿美元,同比仅增长5%,不及分析师预期的209.76亿美元: 收入低于预期,盈利更是惨不忍睹,三季度特斯拉毛利率为17.89%,低于分析师预期的18.28%,经调整后的净利率更是降至7.94%,这样的盈利水平甚至连传统燃油车企都不如. 目前来说特斯拉面临生死时刻,它的解决办法有哪些?前一段时间呢,特斯拉最常用的就是画饼,一会儿自动驾驶,一会儿人工智能,更是说X超过了OPEN AI,但实际上从股价来看,投资者并不买账。 没办法了,只能祭出最直接的方法就是提价,因为降价对销量拉动有限,但是提价却是可以短期内增加收入的捷径。个人认为提价可能不会仅有一次,毕竟之前的单车收入在5.5万,现在降到了4.5万,用涨价逼一逼消费者也是个不错的方法。 个人认为,以目前的形式,特斯拉未能看到任何实质性利好,如果按照目前的销量和收入来说,特斯拉的实际价值也就在170美元左右,股价高估了大约30%左右。现在上车有点早,我觉得还可以再等等。 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