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鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
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鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
04-23
在不在不在在不在不
@观象咨询:TSLA Q1 财报拆解:毛利率 21.1% 创两年新高,Robotaxi 零事故运营,但 250 亿 capex 引发分歧
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
04-10
$Meta Platforms, Inc.(META)$
炒米粉麻烦麻烦父母
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
04-10
$Meta Platforms, Inc.(META)$
想你谢谢你的你男的女的那么多
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
想你想你想你想你想你想你想你出门
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
大家都觉得京东看看学校操场VV
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
想你的男的女的么么么么哒咩麻烦麻烦
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
你的电脑难道你想莫西莫西下面
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
打你打你打你打你男的女的
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
人家都记得打卡打卡打卡免得麻烦嘛
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
大家都觉得觉得快点快点
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-08-07
向你学习小宝贝下班下班下班下班
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2025-07-17
切切切切的
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2024-12-16
$MARA Holdings(MARA)$
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2024-12-13
$两倍做空彭博天然气ETF-ProShares(KOLD)$
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2024-11-19
$两倍做空彭博天然气ETF-ProShares(KOLD)$
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2023-12-27
$Coinbase Global, Inc.(COIN)$
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2023-11-15
15/11/2023 trading notes by 鑫哥哥662
15/11/2023 Cost Last Floating Profit NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 雪花秀继续继续
15/11/2023 trading notes by 鑫哥哥662
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2023-11-15
15/11/2023 trading notes by 鑫哥哥662
15/11/2023 Cost +Last +Floating Profit+ NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 想你想的觉得
15/11/2023 trading notes by 鑫哥哥662
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2023-11-15
15/11/2023 trading notes by 鑫哥哥662
15/11/2023 Cost +Last +Floating Profit+ NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 行吧行吧想不到打扮打扮
15/11/2023 trading notes by 鑫哥哥662
鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复
2023-11-15
2023/11/15 trading notes by 鑫哥哥662
2023/11/15 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 发广告哈哈哈哟哟哟
2023/11/15 trading notes by 鑫哥哥662
去老虎APP查看更多动态
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Q1 财报拆解:毛利率 21.1% 创两年新高,Robotaxi 零事故运营,但 250 亿 capex 引发分歧","htmlText":"特斯拉( <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> )4/22 盘后发布 Q1 2026 财报,盘后先涨 4% 后回吐,最终微涨 0.3%,报 $387.51。这份财报有两面:利润端超预期,但资本开支大幅上修让市场犹豫。以下是关键看点。📊 核心数据营收:$223.9 亿(同比 +16%,符合预期)Non-GAAP EPS:$0.41(预期 $0.36-$0.38,超约 10%)毛利率:21.1%(去年 16.3%,+478bps)汽车毛利率(剔除碳积分):19.2%(超去年任何单季)交付量:358,023 辆(同比 +6%,低于预期约 7,600 辆)Capex:$24.9 亿(同比 +67%)📈 最大亮点:毛利率反转21.1% 是过去两年的最高水平。从 2024 年价格战时期的 ~15% 一路修复到现在,说明:→ 降价周期结束→ 成本优化在兑现(制造效率 + 原材料成本下降)→ 定价权在回归剔除碳积分后 19.2% 的汽车毛利率更有含金量——纯卖车利润,没有补贴水分。💸 最大争议:$250 亿 Capex全年 capex 从上季指引的 $200 亿上调至 $250 亿以上,增幅 25%。管理层预告今年剩余时间自由现金流为负。投向:👉 Cybercab 产线建设(Robotaxi 量产准备)👉 AI 算力基础设施👉 4680 电池扩产这就是盘后涨幅回吐的原因:利润在变好,但全部投出去了。🤖 Robotaxi 进展👉 达拉斯 + 休斯顿无人驾驶运营中,付费里程环比翻倍👉 零事故、零伤亡👉 FSD 订阅 128 万用户(+51% YoY),转纯订阅制👉 目标年底覆盖约 12 个州👉 Optimus 人形机器人将在 7-8 月揭幕量产版Robotaxi 从 PPT 变成了有收入的业务,这个质变比交付量差 7,600 辆","listText":"特斯拉( <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> )4/22 盘后发布 Q1 2026 财报,盘后先涨 4% 后回吐,最终微涨 0.3%,报 $387.51。这份财报有两面:利润端超预期,但资本开支大幅上修让市场犹豫。以下是关键看点。📊 核心数据营收:$223.9 亿(同比 +16%,符合预期)Non-GAAP EPS:$0.41(预期 $0.36-$0.38,超约 10%)毛利率:21.1%(去年 16.3%,+478bps)汽车毛利率(剔除碳积分):19.2%(超去年任何单季)交付量:358,023 辆(同比 +6%,低于预期约 7,600 辆)Capex:$24.9 亿(同比 +67%)📈 最大亮点:毛利率反转21.1% 是过去两年的最高水平。从 2024 年价格战时期的 ~15% 一路修复到现在,说明:→ 降价周期结束→ 成本优化在兑现(制造效率 + 原材料成本下降)→ 定价权在回归剔除碳积分后 19.2% 的汽车毛利率更有含金量——纯卖车利润,没有补贴水分。💸 最大争议:$250 亿 Capex全年 capex 从上季指引的 $200 亿上调至 $250 亿以上,增幅 25%。管理层预告今年剩余时间自由现金流为负。投向:👉 Cybercab 产线建设(Robotaxi 量产准备)👉 AI 算力基础设施👉 4680 电池扩产这就是盘后涨幅回吐的原因:利润在变好,但全部投出去了。🤖 Robotaxi 进展👉 达拉斯 + 休斯顿无人驾驶运营中,付费里程环比翻倍👉 零事故、零伤亡👉 FSD 订阅 128 万用户(+51% YoY),转纯订阅制👉 目标年底覆盖约 12 个州👉 Optimus 人形机器人将在 7-8 月揭幕量产版Robotaxi 从 PPT 变成了有收入的业务,这个质变比交付量差 7,600 辆","text":"特斯拉( $特斯拉(TSLA)$ )4/22 盘后发布 Q1 2026 财报,盘后先涨 4% 后回吐,最终微涨 0.3%,报 $387.51。这份财报有两面:利润端超预期,但资本开支大幅上修让市场犹豫。以下是关键看点。📊 核心数据营收:$223.9 亿(同比 +16%,符合预期)Non-GAAP EPS:$0.41(预期 $0.36-$0.38,超约 10%)毛利率:21.1%(去年 16.3%,+478bps)汽车毛利率(剔除碳积分):19.2%(超去年任何单季)交付量:358,023 辆(同比 +6%,低于预期约 7,600 辆)Capex:$24.9 亿(同比 +67%)📈 最大亮点:毛利率反转21.1% 是过去两年的最高水平。从 2024 年价格战时期的 ~15% 一路修复到现在,说明:→ 降价周期结束→ 成本优化在兑现(制造效率 + 原材料成本下降)→ 定价权在回归剔除碳积分后 19.2% 的汽车毛利率更有含金量——纯卖车利润,没有补贴水分。💸 最大争议:$250 亿 Capex全年 capex 从上季指引的 $200 亿上调至 $250 亿以上,增幅 25%。管理层预告今年剩余时间自由现金流为负。投向:👉 Cybercab 产线建设(Robotaxi 量产准备)👉 AI 算力基础设施👉 4680 电池扩产这就是盘后涨幅回吐的原因:利润在变好,但全部投出去了。🤖 Robotaxi 进展👉 达拉斯 + 休斯顿无人驾驶运营中,付费里程环比翻倍👉 零事故、零伤亡👉 FSD 订阅 128 万用户(+51% YoY),转纯订阅制👉 目标年底覆盖约 12 个州👉 Optimus 人形机器人将在 7-8 月揭幕量产版Robotaxi 从 PPT 变成了有收入的业务,这个质变比交付量差 7,600 辆","images":[{"img":"https://static.tigerbbs.com/75970dc5059fb7db93f030abce3bd57d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556623873427576","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":551990945626304,"gmtCreate":1775798054580,"gmtModify":1775798056600,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662的地方反反复复个哈哈哈哈嗝反反复复","avatar":"https://static.tigerbbs.com/8cc4d49ff51bea4b7e655468c18be550","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3499820222370562","idStr":"3499820222370562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a> 炒米粉麻烦麻烦父母","listText":"<a 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