TerryJ的个人主页 - 老虎社区

TerryJ

TerryJ

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IP属地：浙江

35关注

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1主题

0勋章

2025-08-19

$一亩田(YMT)$ 什么意思，不是涨了吗？为啥显示跌10%熔断呢

2025-07-24

$Linkhome Holdings Inc.(LHAI)$ 3股？？？[喷血] [喷血] [喷血] 交易够手续费的吗

2025-11-12

$中伟新材(02579)$ 求不中，求不中[丢脸] [丢脸]

2025-07-08

$蓝思科技(06613)$ 什么情况，卖也卖不掉，撤销也撤销不了。

06-05

$溜溜梅(06658)$ 最后一舞？溜了溜了没？

2025-06-27

$IFBH(06603)$ 为啥老撤单

2025-09-16

$ChowChow Cloud International Holdings Limited(CHOW)$ 现在什么情况，待会会不会直接砸盘，卖不掉，求指导

2025-07-24

$Linkhome Holdings Inc.(LHAI)$ 明天午饭有了。

2022-01-20

说了半天为什么最后是对苹果的评级

财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见

2025-09-12

42

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href=\"https://laohu8.com/S/02579\">$中伟新材(02579)$</a> 求不中，求不中[丢脸]&nbsp; [丢脸]&nbsp;&nbsp;","text":"$中伟新材(02579)$ 求不中，求不中[丢脸] [丢脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/499245106938216","isVote":1,"tweetType":1,"viewCount":3415,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580441178640586","authorId":"3580441178640586","name":"基金股票菜鸟","avatar":"https://static.tigerbbs.com/7a841549474e0039951288d49b7c0ee7","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580441178640586","authorIdStr":"3580441178640586"},"content":"别这样说，下午可能就涨了🙏","text":"别这样说，下午可能就涨了🙏","html":"别这样说，下午可能就涨了🙏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479222132498488,"gmtCreate":1758032931081,"gmtModify":1758032932995,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555299039389417","authorIdStr":"3555299039389417"},"themes":[],"title":"","htmlText":"<a 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，待会会不会直接砸盘，卖不掉，求指导","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479222132498488","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477868342313800,"gmtCreate":1757676596460,"gmtModify":1757676597956,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555299039389417","authorIdStr":"3555299039389417"},"themes":[],"title":"","htmlText":"42","listText":"42","text":"42","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477868342313800","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469330308182048,"gmtCreate":1755613546334,"gmtModify":1755613547833,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555299039389417","authorIdStr":"3555299039389417"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 什么意思 ，不是涨了吗？为啥显示跌10%熔断呢","listText":"<a href=\"https://laohu8.com/S/YMT\">$一亩田(YMT)$</a> 什么意思 ，不是涨了吗？为啥显示跌10%熔断呢","text":"$一亩田(YMT)$ 什么意思 ，不是涨了吗？为啥显示跌10%熔断呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/469330308182048","isVote":1,"tweetType":1,"viewCount":6748,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573904034513626","authorId":"3573904034513626","name":"作孽偷心","avatar":"https://static.tigerbbs.com/0d604e6f558a4678868d8c9d91e16925","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573904034513626","authorIdStr":"3573904034513626"},"content":"反正有赚就行","text":"反正有赚就行","html":"反正有赚就行"},{"author":{"id":"3473421918543838","authorId":"3473421918543838","name":"Tracy519","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"idStr":"3473421918543838","authorIdStr":"3473421918543838"},"content":"高位开盘，然后迅速下跌触发的熔断，所以现在持仓还有20%多涨幅","text":"高位开盘，然后迅速下跌触发的熔断，所以现在持仓还有20%多涨幅","html":"高位开盘，然后迅速下跌触发的熔断，所以现在持仓还有20%多涨幅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467158086435256,"gmtCreate":1755069591151,"gmtModify":1755070332126,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555299039389417","authorIdStr":"3555299039389417"},"themes":[],"title":"","htmlText":"不要脸啊","listText":"不要脸啊","text":"不要脸啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467158086435256","repostId":"1143471278","repostType":2,"repost":{"id":"1143471278","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1755069476,"share":"https://www.laohu8.com/m/news/1143471278?lang=zh_CN&edition=full","pubTime":"2025-08-13 15:17","market":"us","language":"zh","title":"加密货币交易所Bullish宣布上调美股IPO发行价至每股37美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1143471278","media":"老虎资讯综合","summary":"8月13日，加密货币交易所$Bullish(BLSH)$宣布上调美股IPO发行价至每股37美元，此前定价每股32-33美元。","content":"<html><head></head><body><p>8月13日，加密货币交易所<a href=\"https://laohu8.com/S/BLSH\">Bullish</a>宣布上调美股IPO发行价至每股37美元，此前定价每股32-33美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bdac4e36711800371a236687a08b245\" title=\"\" tg-width=\"1177\" tg-height=\"798\"/></p><p style=\"text-align: start;\">Bullish 是一家专注于机构的全球数字资产平台，提供市场基础设施和信息服务，今天宣布其首次公开募股 (IPO) 的定价为 30,000,000 股普通股，公开发行价为每股 37.00 美元。</p><p style=\"text-align: start;\">预计此次发行股票将于2025年8月13日在纽约证券交易所开始交易，股票代码为“BLSH”。此次发行预计将于2025年8月14日完成，但须满足惯例成交条件。</p><p style=\"text-align: start;\">此外，Bullish 还授予承销商 30 天的期权，以首次公开发行价减去承销折扣和佣金的价格购买最多 4,500,000 股额外普通股。</p><p style=\"text-align: start;\">摩根大通和杰富瑞担任本次发行的主账簿管理人。花旗集团担任联席账簿管理人。Cantor、德意志银行证券和法国兴业银行担任其他账簿管理人。Canaccord Genuity、Keefe, Bruyette &amp; Woods（Stifel 旗下公司）、Oppenheimer &amp; Co. 和 Rosenblatt 担任联席账簿管理人。</p></body></html>","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>加密货币交易所Bullish宣布上调美股IPO发行价至每股37美元</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n加密货币交易所Bullish宣布上调美股IPO发行价至每股37美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-13 15:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月13日，加密货币交易所<a href=\"https://laohu8.com/S/BLSH\">Bullish</a>宣布上调美股IPO发行价至每股37美元，此前定价每股32-33美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bdac4e36711800371a236687a08b245\" title=\"\" tg-width=\"1177\" tg-height=\"798\"/></p><p style=\"text-align: start;\">Bullish 是一家专注于机构的全球数字资产平台，提供市场基础设施和信息服务，今天宣布其首次公开募股 (IPO) 的定价为 30,000,000 股普通股，公开发行价为每股 37.00 美元。</p><p style=\"text-align: start;\">预计此次发行股票将于2025年8月13日在纽约证券交易所开始交易，股票代码为“BLSH”。此次发行预计将于2025年8月14日完成，但须满足惯例成交条件。</p><p style=\"text-align: start;\">此外，Bullish 还授予承销商 30 天的期权，以首次公开发行价减去承销折扣和佣金的价格购买最多 4,500,000 股额外普通股。</p><p style=\"text-align: start;\">摩根大通和杰富瑞担任本次发行的主账簿管理人。花旗集团担任联席账簿管理人。Cantor、德意志银行证券和法国兴业银行担任其他账簿管理人。Canaccord Genuity、Keefe, Bruyette &amp; Woods（Stifel 旗下公司）、Oppenheimer &amp; Co. 和 Rosenblatt 担任联席账簿管理人。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2bc484766922e67d87fdb952e5532ab","relate_stocks":{"BLSH":"Bullish"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143471278","content_text":"8月13日，加密货币交易所Bullish宣布上调美股IPO发行价至每股37美元，此前定价每股32-33美元。Bullish 是一家专注于机构的全球数字资产平台，提供市场基础设施和信息服务，今天宣布其首次公开募股 (IPO) 的定价为 30,000,000 股普通股，公开发行价为每股 37.00 美元。预计此次发行股票将于2025年8月13日在纽约证券交易所开始交易，股票代码为“BLSH”。此次发行预计将于2025年8月14日完成，但须满足惯例成交条件。此外，Bullish 还授予承销商 30 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对苹果的评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630339314","repostId":"1170216510","repostType":4,"repost":{"id":"1170216510","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642569336,"share":"https://www.laohu8.com/m/news/1170216510?lang=zh_CN&edition=full","pubTime":"2022-01-19 13:15","market":"us","language":"zh","title":"财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见","url":"https://stock-news.laohu8.com/highlight/detail?id=1170216510","media":"老虎资讯综合","summary":"具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。受此影响，特斯拉市值一度失守万亿美元关口。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。","content":"<html><head></head><body><p>去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？</p><p><img src=\"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e\" tg-width=\"400\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/b03d2eda08d84cbfdaaa5b92329e503d\" tg-width=\"554\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>上季度财报回顾</b></p><p>公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。</p><p><img src=\"https://static.tigerbbs.com/72b46e39c598142513bf71d3ba37dd6d\" tg-width=\"551\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/>具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。</p><p>“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。</p><p><b>本季度看点</b></p><p>数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。</p><p>具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。</p><p>马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。</p><p>但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。</p><p>从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。</p><p>而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。</p><p><b>分析师观点</b></p><p>New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。</p><p>摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。</p><p>Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。</p><p>高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。</p><p><img src=\"https://static.tigerbbs.com/1198f4bad4fbc9c8dae1f8df36391c12\" tg-width=\"554\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见</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财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-19 13:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？</p><p><img src=\"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e\" tg-width=\"400\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/b03d2eda08d84cbfdaaa5b92329e503d\" tg-width=\"554\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>上季度财报回顾</b></p><p>公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。</p><p><img src=\"https://static.tigerbbs.com/72b46e39c598142513bf71d3ba37dd6d\" tg-width=\"551\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/>具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。</p><p>“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。</p><p><b>本季度看点</b></p><p>数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。</p><p>具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。</p><p>马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。</p><p>但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。</p><p>从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。</p><p>而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。</p><p><b>分析师观点</b></p><p>New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。</p><p>摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。</p><p>Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。</p><p>高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。</p><p><img src=\"https://static.tigerbbs.com/1198f4bad4fbc9c8dae1f8df36391c12\" tg-width=\"554\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170216510","content_text":"去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。上季度财报回顾公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。本季度看点数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。分析师观点New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。分析师预测根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":6268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692717409,"gmtCreate":1641218800413,"gmtModify":1641218800413,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555299039389417","authorIdStr":"3555299039389417"},"themes":[],"title":"","htmlText":"中概三小强第四季度总共4万多，你咋算的？","listText":"中概三小强第四季度总共4万多，你咋算的？","text":"中概三小强第四季度总共4万多，你咋算的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692717409","repostId":"1108358378","repostType":4,"repost":{"id":"1108358378","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641217777,"share":"https://www.laohu8.com/m/news/1108358378?lang=zh_CN&edition=full","pubTime":"2022-01-03 21:49","market":"us","language":"zh","title":"老虎盘前观察：缺芯危机下特斯拉产量缘何能逆势大增？","url":"https://stock-news.laohu8.com/highlight/detail?id=1108358378","media":"老虎锐评","summary":"盘前观察》》》盘前：大涨7%！“缺芯”也阻挡不了特斯拉特斯拉第4季度交付量及2022年展望新年伊始，特斯拉公布了第4季度交付量，两个字形容——“恐怖”。特斯拉第4季季度交付超过30万辆，全年交付93万","content":"<html><head></head><body><p><b>盘前观察</b></p><p><b>》》》</b><a href=\"https://laohu8.com/NW/1112500848\" target=\"_blank\"><b>盘前：大涨7%！“缺芯”也阻挡不了特斯拉</b></a><b></b></p><p><b>特斯拉第4季度交付量及2022年展望</b></p><p>新年伊始，特斯拉公布了第4季度交付量，两个字形容——“恐怖”。特斯拉第4季季度交付超过30万辆，全年交付93万辆。作为对比，中概电动三小强也公布了第4季度交付量，3家共交付4万辆。我曾经做个一个比喻，特斯拉就是手机行业中的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（利润高，单一品牌市场占有率高），而众多国产电动车就像众多安卓手机品牌（利润低，厮杀激烈）。</p><p>下两图是特斯拉季度和年度交付量的历史统计。</p><p><img src=\"https://static.tigerbbs.com/47ba696a8d3a4ad4e1b2422b1c4301c7\" tg-width=\"962\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p>千万别小看特斯拉2021年的创纪录交付量——过去一年全球汽车产业都因为“缺芯”困扰，纷纷降低产量。有数据显示，2021年汽车产量比2019年降低15%（IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>），比2020年低1%。但特斯拉丝毫不受影响，产能交付量均大幅增长。</p><p>究竟有什么原因，让特斯拉可以把“缺芯”的影响降到最小？</p><p>1，特斯拉本身的科技元素。传统的汽车厂商会找合作伙伴寻找芯片，自己很少参与到芯片设计中去，但是特斯拉自己却亲历亲为，插手于芯片设计中。特斯拉在2季度中，曾经描述过自己怎么应对芯片短缺问题——“Our electrical and firmware engineering teams remain hard at work designing, developing and validating 19 new variants of controllers in response to ongoing semiconductor shortages”。缺芯怎么办？那就通过改设计让其它芯片发挥功效。有咨询公司对Model 3分解后就发现，特斯拉能够让一组半导体发挥多个芯片所实现的功能。</p><p>2，特斯拉和芯片厂直接建立联系，芯片厂也更愿意协助特斯拉。因为特斯拉喜欢自己参与芯片设计中（就像特斯拉也参与电池设计中），所以很自然特斯拉就和芯片厂建立了直接联系。传统车企（福特，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>）目前也效仿特斯拉和芯片厂直接建立联系。对于半导体厂来说，特斯拉本身的用量并不多，但特斯拉却是汽车行业最耀眼的明星，自然而然大家都愿意优先给特斯拉供货。就像半导体公司都不敢得罪苹果，他们同样也不想得罪特斯拉。</p><p>3，特斯拉的用户忠诚度高。要说特斯拉完全不缺芯也不可能，但是特斯拉采取了灵活措施，比方说先把缺少USB接口的车交付给用户，等芯片到了以后再让用户把车开回去装上。能让客户接受不完全的电动车，这要归功于用户的忠诚度。</p><p>说完了特斯拉过去的成就，那么2022年特斯拉会有什么值得期待的事情？——成长股一定要有想象空间。</p><p>1，4680电池。去年10月份的时候，<a href=\"https://laohu8.com/S/PC\">松下</a>表示4680电池已经生产成功，会在3月试生产。4680电池被特斯拉寄予厚望，电池成本能降低50%。如果4680电池能顺利进入特斯拉，哪怕是一部分电动车，那么特斯拉的想象空间又将被打开。</p><p>2，德国工厂和德州工厂。特斯拉在亚洲下注的工厂是上海工厂非常成功 ，但是特斯拉在欧洲的下注德国工厂却不顺利，因为政府的审批问题。如果今年德国工厂能开张并生产，那么对特斯拉欧洲的布局将是重要的一笔，反正德国的政府官员是保证了Model Y在今年会生产下线，就看德国的政府是否靠谱了。德州工厂也是同样的问题，等特斯拉3家工厂（上海，德国，德州）都建好以后，大家就可以横向比较一下中美欧三地，到底谁是制造业的未来。</p><p>3，新品和新服务。特斯拉的两个卡车（Cybertruck和Semi），都因为各种问题没有在2020年出现，今年至少应该有一个开车会落地，其次值得期待的就是特斯拉的FSD无人驾驶和汽车保险业务。</p><p>总之，特斯拉的2022年依然充满各种期待。同样让人期待的，就是马斯克预言2022年全球出现衰退，是否会到来。</p><p><img src=\"https://static.tigerbbs.com/96fafbfa4144761c772136626dd2e2d7\" tg-width=\"1055\" tg-height=\"462\" referrerpolicy=\"no-referrer\"/></p><p><b>公司新闻</b></p><p>特斯拉(TSLA)：4季度交付308,600辆汽车，好于预期263,026辆。4季度累计交付308,600辆，同比增长70%，环比增长30%。2021年全年总交付93.6万辆，同比2020年增长87%。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)：12月交付10,489辆汽车，同比增长49.7%。4季度累计交付25,034辆，同比增长44.3%。2021年全年总交付91,429辆，同比2020年增长109.1%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)：12月交付14,087辆汽车，同比增长130%。4季度累计交付35,221辆，环比增长40.2%，同比增长143.5%。2021年全年总交付90,491辆，同比2020年增长177.4%。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)：12月交付16,000辆汽车，同比增长181%。4季度累计交付41,751辆，环比增长63%，同比增长222%。2021年全年总交付98,155辆，为2020年的3.6倍。</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>(BYDDY)：12月汽车销量9.9112万辆，同比增长76%。新能源汽车销量9.3945万辆。</p><p>AT&amp;T(T) &amp; Verizon(VZ)：发表联合声明拒绝延迟推迟新的5G服务请求。此前航空公司及美国交通部官员呼吁2家电信公司延迟推迟新的5G服务，称5G信号或损害航空安全。</p><p>携程(TCOM)：元旦假期周边游门票订单较2020年增长238%。2022年元旦假期省内游订单占比近6成，2020年该数值为近5成。元旦周边游中，2022年门票订单较2020年增长238%，酒店订单较2020年增长70%。</p><p><b>其它</b></p><p>全球确诊290,236,007(+1,458,587)例，死亡5,445,274(+6,172)例。</p><p>美国确诊55,114,128(+405,470)例，死亡826,065(+1,254)例。</p><p>纽约州确诊3,552,059(+62,526)例，死亡59,682(+83)例。</p><p>据FlightAware数据，过去10天有14万美国航班被取消，1月2日当天约1,956个航班被取消，870个航班被延迟。</p><p>OPEC预计2022年1季度原油供应过剩140万桶/日，较此前预测下调约25%。</p><p><img src=\"https://static.tigerbbs.com/a8c5a9bed7cb4ffc791de9527334c638\" tg-width=\"1057\" tg-height=\"77\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>老虎盘前观察：缺芯危机下特斯拉产量缘何能逆势大增？</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老虎盘前观察：缺芯危机下特斯拉产量缘何能逆势大增？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-01-03 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>盘前观察</b></p><p><b>》》》</b><a href=\"https://laohu8.com/NW/1112500848\" target=\"_blank\"><b>盘前：大涨7%！“缺芯”也阻挡不了特斯拉</b></a><b></b></p><p><b>特斯拉第4季度交付量及2022年展望</b></p><p>新年伊始，特斯拉公布了第4季度交付量，两个字形容——“恐怖”。特斯拉第4季季度交付超过30万辆，全年交付93万辆。作为对比，中概电动三小强也公布了第4季度交付量，3家共交付4万辆。我曾经做个一个比喻，特斯拉就是手机行业中的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>（利润高，单一品牌市场占有率高），而众多国产电动车就像众多安卓手机品牌（利润低，厮杀激烈）。</p><p>下两图是特斯拉季度和年度交付量的历史统计。</p><p><img src=\"https://static.tigerbbs.com/47ba696a8d3a4ad4e1b2422b1c4301c7\" tg-width=\"962\" tg-height=\"263\" referrerpolicy=\"no-referrer\"/></p><p>千万别小看特斯拉2021年的创纪录交付量——过去一年全球汽车产业都因为“缺芯”困扰，纷纷降低产量。有数据显示，2021年汽车产量比2019年降低15%（IHS <a href=\"https://laohu8.com/S/MRKT\">Markit</a>），比2020年低1%。但特斯拉丝毫不受影响，产能交付量均大幅增长。</p><p>究竟有什么原因，让特斯拉可以把“缺芯”的影响降到最小？</p><p>1，特斯拉本身的科技元素。传统的汽车厂商会找合作伙伴寻找芯片，自己很少参与到芯片设计中去，但是特斯拉自己却亲历亲为，插手于芯片设计中。特斯拉在2季度中，曾经描述过自己怎么应对芯片短缺问题——“Our electrical and firmware engineering teams remain hard at work designing, developing and validating 19 new variants of controllers in response to ongoing semiconductor shortages”。缺芯怎么办？那就通过改设计让其它芯片发挥功效。有咨询公司对Model 3分解后就发现，特斯拉能够让一组半导体发挥多个芯片所实现的功能。</p><p>2，特斯拉和芯片厂直接建立联系，芯片厂也更愿意协助特斯拉。因为特斯拉喜欢自己参与芯片设计中（就像特斯拉也参与电池设计中），所以很自然特斯拉就和芯片厂建立了直接联系。传统车企（福特，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>）目前也效仿特斯拉和芯片厂直接建立联系。对于半导体厂来说，特斯拉本身的用量并不多，但特斯拉却是汽车行业最耀眼的明星，自然而然大家都愿意优先给特斯拉供货。就像半导体公司都不敢得罪苹果，他们同样也不想得罪特斯拉。</p><p>3，特斯拉的用户忠诚度高。要说特斯拉完全不缺芯也不可能，但是特斯拉采取了灵活措施，比方说先把缺少USB接口的车交付给用户，等芯片到了以后再让用户把车开回去装上。能让客户接受不完全的电动车，这要归功于用户的忠诚度。</p><p>说完了特斯拉过去的成就，那么2022年特斯拉会有什么值得期待的事情？——成长股一定要有想象空间。</p><p>1，4680电池。去年10月份的时候，<a href=\"https://laohu8.com/S/PC\">松下</a>表示4680电池已经生产成功，会在3月试生产。4680电池被特斯拉寄予厚望，电池成本能降低50%。如果4680电池能顺利进入特斯拉，哪怕是一部分电动车，那么特斯拉的想象空间又将被打开。</p><p>2，德国工厂和德州工厂。特斯拉在亚洲下注的工厂是上海工厂非常成功 ，但是特斯拉在欧洲的下注德国工厂却不顺利，因为政府的审批问题。如果今年德国工厂能开张并生产，那么对特斯拉欧洲的布局将是重要的一笔，反正德国的政府官员是保证了Model Y在今年会生产下线，就看德国的政府是否靠谱了。德州工厂也是同样的问题，等特斯拉3家工厂（上海，德国，德州）都建好以后，大家就可以横向比较一下中美欧三地，到底谁是制造业的未来。</p><p>3，新品和新服务。特斯拉的两个卡车（Cybertruck和Semi），都因为各种问题没有在2020年出现，今年至少应该有一个开车会落地，其次值得期待的就是特斯拉的FSD无人驾驶和汽车保险业务。</p><p>总之，特斯拉的2022年依然充满各种期待。同样让人期待的，就是马斯克预言2022年全球出现衰退，是否会到来。</p><p><img src=\"https://static.tigerbbs.com/96fafbfa4144761c772136626dd2e2d7\" tg-width=\"1055\" tg-height=\"462\" referrerpolicy=\"no-referrer\"/></p><p><b>公司新闻</b></p><p>特斯拉(TSLA)：4季度交付308,600辆汽车，好于预期263,026辆。4季度累计交付308,600辆，同比增长70%，环比增长30%。2021年全年总交付93.6万辆，同比2020年增长87%。</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>(NIO)：12月交付10,489辆汽车，同比增长49.7%。4季度累计交付25,034辆，同比增长44.3%。2021年全年总交付91,429辆，同比2020年增长109.1%。</p><p><a href=\"https://laohu8.com/S/LI\">理想汽车</a>(LI)：12月交付14,087辆汽车，同比增长130%。4季度累计交付35,221辆，环比增长40.2%，同比增长143.5%。2021年全年总交付90,491辆，同比2020年增长177.4%。</p><p><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>(XPEV)：12月交付16,000辆汽车，同比增长181%。4季度累计交付41,751辆，环比增长63%，同比增长222%。2021年全年总交付98,155辆，为2020年的3.6倍。</p><p><a href=\"https://laohu8.com/S/002594\">比亚迪</a>(BYDDY)：12月汽车销量9.9112万辆，同比增长76%。新能源汽车销量9.3945万辆。</p><p>AT&amp;T(T) &amp; Verizon(VZ)：发表联合声明拒绝延迟推迟新的5G服务请求。此前航空公司及美国交通部官员呼吁2家电信公司延迟推迟新的5G服务，称5G信号或损害航空安全。</p><p>携程(TCOM)：元旦假期周边游门票订单较2020年增长238%。2022年元旦假期省内游订单占比近6成，2020年该数值为近5成。元旦周边游中，2022年门票订单较2020年增长238%，酒店订单较2020年增长70%。</p><p><b>其它</b></p><p>全球确诊290,236,007(+1,458,587)例，死亡5,445,274(+6,172)例。</p><p>美国确诊55,114,128(+405,470)例，死亡826,065(+1,254)例。</p><p>纽约州确诊3,552,059(+62,526)例，死亡59,682(+83)例。</p><p>据FlightAware数据，过去10天有14万美国航班被取消，1月2日当天约1,956个航班被取消，870个航班被延迟。</p><p>OPEC预计2022年1季度原油供应过剩140万桶/日，较此前预测下调约25%。</p><p><img src=\"https://static.tigerbbs.com/a8c5a9bed7cb4ffc791de9527334c638\" tg-width=\"1057\" tg-height=\"77\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","BK4551":"寇图资本持仓","BK4099":"汽车制造商","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108358378","content_text":"盘前观察》》》盘前：大涨7%！“缺芯”也阻挡不了特斯拉特斯拉第4季度交付量及2022年展望新年伊始，特斯拉公布了第4季度交付量，两个字形容——“恐怖”。特斯拉第4季季度交付超过30万辆，全年交付93万辆。作为对比，中概电动三小强也公布了第4季度交付量，3家共交付4万辆。我曾经做个一个比喻，特斯拉就是手机行业中的苹果（利润高，单一品牌市场占有率高），而众多国产电动车就像众多安卓手机品牌（利润低，厮杀激烈）。下两图是特斯拉季度和年度交付量的历史统计。千万别小看特斯拉2021年的创纪录交付量——过去一年全球汽车产业都因为“缺芯”困扰，纷纷降低产量。有数据显示，2021年汽车产量比2019年降低15%（IHS Markit），比2020年低1%。但特斯拉丝毫不受影响，产能交付量均大幅增长。究竟有什么原因，让特斯拉可以把“缺芯”的影响降到最小？1，特斯拉本身的科技元素。传统的汽车厂商会找合作伙伴寻找芯片，自己很少参与到芯片设计中去，但是特斯拉自己却亲历亲为，插手于芯片设计中。特斯拉在2季度中，曾经描述过自己怎么应对芯片短缺问题——“Our electrical and firmware engineering teams remain hard at work designing, developing and validating 19 new variants of controllers in response to ongoing semiconductor shortages”。缺芯怎么办？那就通过改设计让其它芯片发挥功效。有咨询公司对Model 3分解后就发现，特斯拉能够让一组半导体发挥多个芯片所实现的功能。2，特斯拉和芯片厂直接建立联系，芯片厂也更愿意协助特斯拉。因为特斯拉喜欢自己参与芯片设计中（就像特斯拉也参与电池设计中），所以很自然特斯拉就和芯片厂建立了直接联系。传统车企（福特，通用汽车）目前也效仿特斯拉和芯片厂直接建立联系。对于半导体厂来说，特斯拉本身的用量并不多，但特斯拉却是汽车行业最耀眼的明星，自然而然大家都愿意优先给特斯拉供货。就像半导体公司都不敢得罪苹果，他们同样也不想得罪特斯拉。3，特斯拉的用户忠诚度高。要说特斯拉完全不缺芯也不可能，但是特斯拉采取了灵活措施，比方说先把缺少USB接口的车交付给用户，等芯片到了以后再让用户把车开回去装上。能让客户接受不完全的电动车，这要归功于用户的忠诚度。说完了特斯拉过去的成就，那么2022年特斯拉会有什么值得期待的事情？——成长股一定要有想象空间。1，4680电池。去年10月份的时候，松下表示4680电池已经生产成功，会在3月试生产。4680电池被特斯拉寄予厚望，电池成本能降低50%。如果4680电池能顺利进入特斯拉，哪怕是一部分电动车，那么特斯拉的想象空间又将被打开。2，德国工厂和德州工厂。特斯拉在亚洲下注的工厂是上海工厂非常成功 ，但是特斯拉在欧洲的下注德国工厂却不顺利，因为政府的审批问题。如果今年德国工厂能开张并生产，那么对特斯拉欧洲的布局将是重要的一笔，反正德国的政府官员是保证了Model Y在今年会生产下线，就看德国的政府是否靠谱了。德州工厂也是同样的问题，等特斯拉3家工厂（上海，德国，德州）都建好以后，大家就可以横向比较一下中美欧三地，到底谁是制造业的未来。3，新品和新服务。特斯拉的两个卡车（Cybertruck和Semi），都因为各种问题没有在2020年出现，今年至少应该有一个开车会落地，其次值得期待的就是特斯拉的FSD无人驾驶和汽车保险业务。总之，特斯拉的2022年依然充满各种期待。同样让人期待的，就是马斯克预言2022年全球出现衰退，是否会到来。公司新闻特斯拉(TSLA)：4季度交付308,600辆汽车，好于预期263,026辆。4季度累计交付308,600辆，同比增长70%，环比增长30%。2021年全年总交付93.6万辆，同比2020年增长87%。蔚来(NIO)：12月交付10,489辆汽车，同比增长49.7%。4季度累计交付25,034辆，同比增长44.3%。2021年全年总交付91,429辆，同比2020年增长109.1%。理想汽车(LI)：12月交付14,087辆汽车，同比增长130%。4季度累计交付35,221辆，环比增长40.2%，同比增长143.5%。2021年全年总交付90,491辆，同比2020年增长177.4%。小鹏汽车(XPEV)：12月交付16,000辆汽车，同比增长181%。4季度累计交付41,751辆，环比增长63%，同比增长222%。2021年全年总交付98,155辆，为2020年的3.6倍。比亚迪(BYDDY)：12月汽车销量9.9112万辆，同比增长76%。新能源汽车销量9.3945万辆。AT&T(T) & 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为啥老撤单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450494827569488","isVote":1,"tweetType":1,"viewCount":969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568297336315085","authorId":"3568297336315085","name":"小鹏2020","avatar":"https://static.tigerbbs.com/9b949a668482d120d4c9ab284ea0e53b","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3568297336315085","idStr":"3568297336315085"},"content":"我也是。老系统拒绝。最后挂个低价走了45.5","text":"我也是。老系统拒绝。最后挂个低价走了45.5","html":"我也是。老系统拒绝。最后挂个低价走了45.5"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479222132498488,"gmtCreate":1758032931081,"gmtModify":1758032932995,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555299039389417","idStr":"3555299039389417"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a> 现在什么情况 ，待会会不会直接砸盘，卖不掉，求指导","listText":"<a href=\"https://laohu8.com/S/CHOW\">$ChowChow Cloud International Holdings Limited(CHOW)$</a> 现在什么情况 ，待会会不会直接砸盘，卖不掉，求指导","text":"$ChowChow Cloud International Holdings Limited(CHOW)$ 现在什么情况 ，待会会不会直接砸盘，卖不掉，求指导","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479222132498488","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460233233047872,"gmtCreate":1753370687204,"gmtModify":1753370689328,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555299039389417","idStr":"3555299039389417"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LHAI\">$Linkhome Holdings Inc.(LHAI)$</a> 明天午饭有了。","listText":"<a href=\"https://laohu8.com/S/LHAI\">$Linkhome Holdings Inc.(LHAI)$</a> 明天午饭有了。","text":"$Linkhome Holdings Inc.(LHAI)$ 明天午饭有了。","images":[{"img":"https://static.tigerbbs.com/e555a2a566aeeb7ae5b18f669f3a7669","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460233233047872","isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630339314,"gmtCreate":1642690387640,"gmtModify":1642690387640,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555299039389417","idStr":"3555299039389417"},"themes":[],"title":"","htmlText":"说了半天为什么最后是 对苹果的评级","listText":"说了半天为什么最后是 对苹果的评级","text":"说了半天为什么最后是 对苹果的评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630339314","repostId":"1170216510","repostType":4,"repost":{"id":"1170216510","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642569336,"share":"https://www.laohu8.com/m/news/1170216510?lang=zh_CN&edition=full","pubTime":"2022-01-19 13:15","market":"us","language":"zh","title":"财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见","url":"https://stock-news.laohu8.com/highlight/detail?id=1170216510","media":"老虎资讯综合","summary":"具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。受此影响，特斯拉市值一度失守万亿美元关口。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。","content":"<html><head></head><body><p>去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？</p><p><img src=\"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e\" tg-width=\"400\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/b03d2eda08d84cbfdaaa5b92329e503d\" tg-width=\"554\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>上季度财报回顾</b></p><p>公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。</p><p><img src=\"https://static.tigerbbs.com/72b46e39c598142513bf71d3ba37dd6d\" tg-width=\"551\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/>具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。</p><p>“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。</p><p><b>本季度看点</b></p><p>数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。</p><p>具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。</p><p>马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。</p><p>但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。</p><p>从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。</p><p>而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。</p><p><b>分析师观点</b></p><p>New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。</p><p>摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。</p><p>Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。</p><p>高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。</p><p><img src=\"https://static.tigerbbs.com/1198f4bad4fbc9c8dae1f8df36391c12\" tg-width=\"554\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见</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财报前瞻：特斯拉今年交付量将达130万辆，投行力挺年底股价1580美元见\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-01-19 13:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？</p><p><img src=\"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e\" tg-width=\"400\" tg-height=\"300\" referrerpolicy=\"no-referrer\"/></p><p>特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。</p><p><img src=\"https://static.tigerbbs.com/b03d2eda08d84cbfdaaa5b92329e503d\" tg-width=\"554\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/><b>上季度财报回顾</b></p><p>公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。</p><p><img src=\"https://static.tigerbbs.com/72b46e39c598142513bf71d3ba37dd6d\" tg-width=\"551\" tg-height=\"268\" referrerpolicy=\"no-referrer\"/>具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。</p><p>“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。</p><p><b>本季度看点</b></p><p>数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。</p><p>具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。</p><p>马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。</p><p>但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。</p><p>从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。</p><p>而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。</p><p><b>分析师观点</b></p><p>New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。</p><p>摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。</p><p>Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。</p><p>高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。</p><p><img src=\"https://static.tigerbbs.com/1198f4bad4fbc9c8dae1f8df36391c12\" tg-width=\"554\" tg-height=\"140\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170216510","content_text":"去年跻身万亿美元市值俱乐部的电动车龙头特斯拉将于1月26日美股盘后发布2021年第四季度及全年财报。在去年汽车交付量增速超预期、马斯克减持股票，以及Cybertruck的量产再度延期等多空消息交织的背景下，特斯拉的股价在此次财报出炉后将何去何从？特斯拉凭借着三季度的靓眼财报，市值突破了1万亿美元，年度涨幅达到了49.76%，但马斯克的减持和今年年初以来美股科技股的震荡，让其徘徊在万亿美元关口。上季度财报回顾公司三季度营收为137.57亿美元，同比增长57%；净利润为16.18亿美元，同比增长389%；每股收益为1.44美元，较上年同期的27美分增长433%。具体来看，在特斯拉三季度交付的24.13万辆汽车中，Model S和Model X车型共9289辆，比去年同期的15275辆下降39.2%，环比二季度上升390.2%。Model 3和Model Y车型共232102辆，比去年同期的124318辆增长86.7%，环比二季度上升16.4%。“第三季度在许多方面都创纪录，除了电动汽车生产和交付量均新高，还实现了有史以来最好的净利润、营业利润和毛利率。整体营业利润率升至14.6%，较去年同期增超5个百分点，超过了公司的中期指引。”特斯拉在财报中写道。本季度看点数据显示，2021年特斯拉共生产新车930,422辆，全年交付936,172辆，距离百万辆已经相当接近；去年第四季度交付了308,600辆汽车，远远高于分析师预测的263,026辆。具体来看，Model S和Model X车型的产量为24390辆，交付量为24964辆；Model 3和Model Y的产量为906032辆，交付量为911208辆。马斯克在去年10月表示，特斯拉将能够在“相当长一段时间内”保持50%以上的年增长率。他认为，尽管在新工厂的生产和供应链问题上存在阻力，但他预计特斯拉今年的交付量将增长到130万辆。但是，四季度关注最高的是马斯克减持10%的特斯拉股票事件，截至去年年底，马斯克自去年11月8日以来累计出售约15702784股特斯拉股票，占其此前承诺股份数的92.09%。受此影响，特斯拉市值一度失守万亿美元关口。而在这一系列抛售之后，马斯克仍有数百万份将于明年8月到期的股票期权，预计之后还会进一步出售。从最新消息来看，特斯拉从 Cybertruck网站上删除了该电动皮卡在2022年投产的时间信息以及相关资料。知情人士透露，特斯拉又将计划改于2023年第一季度末开始生产。而它的竞争对手们正在相继进入电动皮卡市场。福特承诺会将 F-150 Lightning的产量增加一倍，并将于2022年上半年交付；电动皮卡初创企业Rivian开始向客户交付第一批R1T。分析师观点New Street 分析师Pierre Ferragu 预计特斯拉今年的市盈率将在 50-100倍之间，毛利率将突破30%，在上海、柏林和德州工厂项目的助力下，年产量能达到180万辆，预计年底前达到1580美元的目标价。摩根士丹利分析师Adam Jonas维持对特斯拉的增持评级，将目标价从 1200美元上调至1500美元。他认为特斯拉正在加速领先电动汽车同行，柏林和奥斯汀的超级工厂，巨型铸造机Giga Press，4680结构电池组将是2022年特斯拉重点发力的方向。Wedbush分析师Daniel Ives给予特斯拉跑赢大盘的评级，目标价为1400美元。Ives指出，特斯拉公布的Q4交付量超过了华尔街的看涨预期；Model 3/Y的销量为29.7万辆，而华尔街预期为25.2万辆；Model S/X的销量为1.2万辆，而华尔街预期为1.3万辆。由于全球汽车市场正遭受芯片短缺和物流堵塞等问题，该交付数据令人大为惊喜，这表明特斯拉在2022年电动汽车的需求轨迹看起来很强劲。高盛分析师Mark Delaney将特斯拉列为今年的最佳选择，目标价从1125美元提升至1200美元。他认为强劲的第四季度交付量是今明两年进一步增长的信号，同时特斯拉的硬软件垂直整合、充电站生态系统以及太阳能和储能领域的建设均展现出了强大的增长潜力。分析师预测根据彭博一致预期，特斯拉2021 年第四季度营收为165.99亿美元，调整后净利润为26.72亿美元，调整后EPS为2.299美元。共有46位分析师对特斯拉进行了评级，其中21位给予买入评级，11位给予持有评级，14位给予卖出评级，平均目标价为917.29美元。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":6268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477868342313800,"gmtCreate":1757676596460,"gmtModify":1757676597956,"author":{"id":"3555299039389417","authorId":"3555299039389417","name":"TerryJ","avatar":"https://static.tigerbbs.com/fa922680ca19fc3999c161c6241fabc7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555299039389417","idStr":"3555299039389417"},"themes":[],"title":"","htmlText":"42","listText":"42","text":"42","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477868342313800","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}