老马数学题看来太差劲，天才与谎言

大海激情

2019-05-24

$特斯拉(TSLA)$ 每天900辆每周6300辆而不是7000辆，4月份30天 5月份31天 6月份30天共计91天*900辆=81900辆。已经算满出勤天数，第二季度那有可能超过90700辆老马想止跌想疯了。

在连续六个交易日下跌之后，特斯拉周四收涨1.43%。周四早些时候，关注硅谷汽车制造商的知名媒体Electrek率先报道称，马斯克在周三晚间向员工发送了一封电子邮件，称特斯拉在第二季度的交付量可能会打破之前的交付纪录，且二季度新订单净额超过5万份，「根据目前的趋势，我们本季度很有可能超过去年第四季度创纪录的9.07万辆交付，成为特斯拉历史上最高的交付/销售季度！」

邮件还表示，特斯拉本周平均每天生产900辆Model 3汽车，接近了每周7000辆的目标。

上周，马斯克发送了一封关于「硬核」成本削减的电子邮件，这令华尔街感到震惊，一定程度延长了特斯拉的下行趋势，而最近几天，几位知名看多分析师"倒戈"看空，相当数量的分析师降低了他们对该公司的预期

我对这事儿有想法

抛出一个观点、一种看法，虽然不一定对，也想听听虎友怎么看！

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。

精彩评论

村口小店CEO
2019-05-24
村口小店CEO
space x starlink 刚刚发射成功并收回了一级火箭。有能力在多领域走在世界前端的人你可以不膜拜但请不要小看及污蔑。我除了买入特斯拉就没打算卖出。没别的就因为他在现实中做我梦中想做的事情。以后space x上市也一样会买入。越是穷（包括财富眼界和智商）的人越急于眼前利益并且毫无理想。你的偏见蒙蔽了双眼，做过实业的人才会理解马斯克有多么不容易。
- 2c730220:
  買特斯拉股票是買個信仰，我認為在家裝太陽能幫特斯拉充電很棒，現在油價在美國很嚇人。不要重倉好價位買入長期持有。
- 村口小店CEO回复流星锤:
  还能成为年轻人，开心。
- 大海激情回复村口小店CEO:
  我止损是亏了一部分，迟少其他地方都是赚的
- 流星锤回复村口小店CEO:
  李嘉诚说让年轻人摔一跤比劝一百句都有用
- 村口小店CEO回复大海激情:
  只是单纯交流想法，没必要说失败不失败的。至少你曾经也买过对吧。祝你尽快找到能大赚的股票。谢谢
流星锤
2019-05-24
流星锤
这无非就是个信不信他的问题，我一直不信，他的文章总是可能多少，最高能多少多少，最快如何如何等，这种废话不犯法也什么都没有保证过。
- 流星锤回复大海激情:
  等到100块的时候，你会觉得赚了
- 大海激情回复A胜天半子:
  一样再有幻想症，全部在他身上吐完盈利，只能止损
- A胜天半子回复大海激情:
  止损止在最深处，抄底抄在最高峰[捂脸][捂脸]
- 狐狸爸爸回复流星锤:
  [强]
- 流星锤回复狐狸爸爸:
  分析师不会全对或者全错，否则只要反向做也发了，分析师总体也就是半对半错，不论你正着他做还是反着他做都亏钱，因为他不用自己钱投资，所以什么都敢讲。
Milkway
2019-05-24
Milkway
你想抹黑肥马想疯了吧？上一季度在途运输还没交付的你还没算进去，不懂就多学习
- 狐狸爸爸回复大海激情:
  开个玩笑啦[笑哭]
- 大海激情回复狐狸爸爸:
  市场无情
- 吃肉的兔子回复狐狸爸爸:
  精辟[贱笑]
- 狐狸爸爸回复大海激情:
  多少还曾经拥有过，何必这么快就拔...无情啊[捂脸]
- 大海激情:
  我已止损，你继续拿着吧！
流浪的鱼hhh
2019-05-24
流浪的鱼hhh
你觉得特斯拉真的会倒闭吗？如果是，那就拔diao走人。如果不是，那就看准时机再次cha入。
- 大海激情:
  关键在于贸易谈判进程
- 狐狸爸爸:
  形象生动[强]
九格
2019-05-24
九格
交付不等于生产，不要忘了Q1因为物流不畅，运往海外市场的车很多堵在路上了$特斯拉(TSLA)$
- 2c730220:
  q1的虧損一部分是償還債務，以成長性公司來說股價如此下行風向因素較大，重新測試200的機會還是有。
- 2c730220:
  上次因為標籤陳述卡關，加上優先交付中國市場的策略，才造成一萬多輛延遲。這次往中國運應該就沒這種問題了。
- 大海激情回复九格:
  路上的流动性与现金流一样，看了Q2才能下定论
- 九格回复大海激情:
  不知道，我觉得可以先观察一下Q2的情况，这季度要还不行，就..........
- 大海激情:
  天才都是无限想象力，来解释
思念悠悠在远方
2019-05-25
思念悠悠在远方
中国对进口电动车（新能源）自7月1号加征购置税（国内生产的不征税），这对国内电动车应该是利好，对进口电动车反而是利空。
- 大海激情:
  还会继续走低，破170支撑点的可能性

发表看法

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