meme股探测器的个人主页 - 老虎社区

meme股探测器

meme股探测器

Plan your trade and trade your plan! Success is impossible without discipline!

IP属地：湖北

10关注

21粉丝

1主题

0勋章

meme股探测器

2022-11-23

$Faraday Future(FFIE)$ 刚才又加仓10万人民币，成本降低到2美金了，哎。。。贾总，你要给力啊

meme股探测器

2023-05-30

$ACLARION, INC(ACON)$ 这股是没有利好，纯的炒作啊

meme股探测器

2022-09-29

$Motus GI Holdings(MOTS)$今天开盘买入的人，傻眼了吧？

meme股探测器

2022-10-05

$Vicinity Motor Corp.(VEV)$ 妖股啊，我擦，一直跌。。。

meme股探测器

2022-10-01

都在晒收益，那我也晒下最近仨月的吧，DT新人请大家指教。

meme股探测器

2023-03-30

$Faraday Future(FFIE)$ 那么大的利好，都涨不动，看来是真完蛋了，哎。。。起了个超级大早，连晚集都没赶上。

meme股探测器

2023-01-09

加油特斯拉，搞死打着爱国旗号赚钱的国产电动车

传特斯拉中国三天内获3万订单，别的新能源车企怎么办？

meme股探测器

2023-01-12

$特斯拉(TSLA)$ 我这算抄底成功了吗？马总开着SpaceX带我飞？

meme股探测器

2022-10-18

我发觉我比以前成熟了，有很多话想说，但是又怕被封号，所以我忍了。

抱歉，原内容已删除

meme股探测器

2022-10-12

$Hempacco Co., Inc.(HPCO)$这股今天坑爹

去老虎APP查看更多动态

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[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652309694,"gmtCreate":1684248430118,"gmtModify":1684248431417,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WKEY\">$Wisekey International Holding AG(WKEY)$ &nbsp;</a>重大利好，今天吸筹，明天翻翻","listText":"<a href=\"https://laohu8.com/S/WKEY\">$Wisekey International Holding AG(WKEY)$ &nbsp;</a>重大利好，今天吸筹，明天翻翻","text":"$Wisekey International Holding AG(WKEY)$ 重大利好，今天吸筹，明天翻翻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/652309694","isVote":1,"tweetType":1,"viewCount":6039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548162989830302","authorId":"3548162989830302","name":"佛 系","avatar":"https://static.tigerbbs.com/967e7ac19bc1ebffb83cc9e6bafb123e","crmLevel":7,"crmLevelSwitch":0,"idStr":"3548162989830302","authorIdStr":"3548162989830302"},"content":"没出货你赚大了","text":"没出货你赚大了","html":"没出货你赚大了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652086350,"gmtCreate":1684148190470,"gmtModify":1684148192127,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/SLGG\">$Super League Gaming Inc.(SLGG)$ &nbsp;</a>这个股，今晚能不能做DT，哪位大拿指点下？","text":"$Super League Gaming Inc.(SLGG)$ 这个股，今晚能不能做DT，哪位大拿指点下？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651695238","isVote":1,"tweetType":1,"viewCount":2387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651956897,"gmtCreate":1681441307319,"gmtModify":1681441308989,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"天天嘲笑美国，仿佛要饭的嘲笑住别墅的。 可笑。","listText":"天天嘲笑美国，仿佛要饭的嘲笑住别墅的。 可笑。","text":"天天嘲笑美国，仿佛要饭的嘲笑住别墅的。 可笑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/651956897","repostId":"2327316924","repostType":2,"repost":{"id":"2327316924","kind":"highlight","pubTimestamp":1681421017,"share":"https://www.laohu8.com/m/news/2327316924?lang=zh_CN&edition=full","pubTime":"2023-04-14 05:23","market":"hk","language":"zh","title":"外媒头条 | 调查显示超八成基金经理认为美经济今年将陷入衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=2327316924","media":"环球市场播报","summary":"　　华尔街最知名的空头之一、摩根士丹利策略师Michael Wilson表示，尽管股市近期表现坚挺，但标普500指数指数到年底前仍将低于当前水平。　　国际信贷组合经理协会的一项季度调查显示，信贷投资组合经理们预测，未来一年企业违约将上升，超过五分之四的参与者认为，美国有可能在2023年陷入衰退。这一比例高于61%的受访者认为欧盟和英国经济今年将出现衰退。","content":"<html><head></head><body><p><strong>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</strong></p><blockquote><strong>1、华尔街知名空头Wilson坚持看跌标普500指数</strong> <strong>      </strong></blockquote><blockquote><strong>2、调查显示超八成基金经理认为美经济今年将陷入衰退，美企债务违约率将上升</strong> <strong>      </strong></blockquote><blockquote><strong>3、美知名投资人Richard Bernstein：全球化经济下行风险将进一步激发各国通胀</strong> <strong>　　</strong></blockquote><blockquote><strong>4、欧洲央行管委Vasle：若数据提供支撑 5月有可能加息50个基点</strong> <strong>　　</strong></blockquote><blockquote><strong>5、英国央行首席经济学家：英国通胀今年可能会大幅下降</strong> <strong>      </strong></blockquote><blockquote><strong>6、美知名投资人Kyle Bass建议美国拆除写字楼以重振房市</strong></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/127972423b7be8757501c507b0763c58\" tg-width=\"550\" tg-height=\"367\"/></p><p>　　<strong>华尔街知名空头Wilson坚持看跌标普500指数</strong></p><p>　　华尔街最知名的空头之一、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>策略师Michael Wilson表示，尽管股市近期表现坚挺，但标普500指数指数到年底前仍将低于当前水平。</p><p>　　“我们在时间上肯定是错了，但它并没有改变我们的观点，即我们认为区间的低端，向3，900点的路径，最终仍然会达到3，000点区间的低端，” Wilson表示。</p><p>　　他说，虽然他不会无视国际货币基金组织的官方预测，但“我们不能依靠其他人为我们做预测”。以Wilson为首的摩根士丹利策略师表示“几乎没有证据”表明新的牛市已经开始。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64d42d9b49d4a10fe354c6234b4ed66a\" tg-width=\"550\" tg-height=\"276\"/></p><p>　　<strong>调查显示超八成基金经理认为美经济今年将陷入衰退，美企债务违约率将上升</strong></p><p>　　国际信贷组合经理协会（IACPM）的一项季度调查显示，信贷投资组合经理们预测，未来一年企业违约将上升，超过五分之四的参与者认为，美国有可能在2023年陷入衰退。</p><p>　　调查发现，81%的基金经理认为未来12个月违约将加剧，而去年12月的调查中这一比例为80%，原因是银行流动性减少和信贷风险担忧成为宏观经济问题的首要因素。对于北美企业，86%的受访者认为违约率将上升，而对于欧洲企业，则有91%的受访者认为违约率将上升。</p><p>　　IACPM执行董事Som-lok Leung在一份声明中写道：“我们的成员预计利率上升的影响将持续一段时间，现在我们开始看到企业借款人面临更多信贷压力和违约。不幸的是，这可能需要一段时间才能在系统中显现。”受访者还预计美国将出现衰退，84%的人预计今年某个时候美国经济会发生衰退。这一比例高于61%的受访者认为欧盟和英国经济今年将出现衰退。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e59d604a99292d0b2bf7022c9f12785\" tg-width=\"550\" tg-height=\"329\"/></p><p>　　<strong>美知名投资人Richard Bernstein：全球化经济下行风险将进一步激发各国通胀</strong></p><p>　　Richard Bernstein Advisors的首席执行官兼首席投资官Richard Bernstein表示，随着全球化下降，通胀将继续上升。“导致所有这种通胀下降和金融市场中通胀下降的首要因素是全球化，”Bernstein周四表示。“全球化只是在不断加剧全球竞争。我们知道，竞争加剧时，价格就会面临下行压力。”</p><p>　　“很难说全球化仍在扩大，”他补充说。“随着全球化萎缩，我们应该预期通胀会上升而不是下降，因为竞争将减少。”</p><p>　　他称，美国经济“异常疲软”。“我不认为将实现漂亮的软着陆、没有通胀的局面，”他说。“我认为可能会消除通胀，但这意味着很可能陷入经济衰退。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d48318d64c15d38bc1e524aabe201cf9\" tg-width=\"550\" tg-height=\"256\"/></p><p>　　<strong>欧洲央行管委Vasle：若数据提供支撑 5月有可能加息50个基点</strong></p><p>　　欧洲央行管委Bostjan Vasle表示，鉴于对金融体系健康状况的担忧消退，欧洲央行有可能在下个月的政策会议上加息50个基点。</p><p>　　这位斯洛文尼亚央行行长本周在华盛顿接受采访时表示，硅谷银行倒闭引发的动荡“似乎已得到遏制”，这意味着欧元区经济当前环境回到了与问题出现前大致相同的状况。</p><p>　　Vasle在国际货币基金组织（IMF）春季会议间隙说：“我们必须继续加息。”他说：“5月份将在加息25和50基点之间二选一。没有必要现在就做出决定，因为下一步的幅度将取决于数据，包括银行贷款、经济增速和通胀”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e151b106b5e9f4eaa733b9bbe3915d44\" tg-width=\"550\" tg-height=\"313\"/></p><p>　　<strong>英国央行首席经济学家：英国通胀今年可能会大幅下降</strong></p><p>　　英国央行首席经济学家How Pill表示，尽管上个月数据“显著超出预期”，但英国通胀率今年可能会大幅下降。</p><p>　　“最近发布的数据提醒我们，通胀的确切路径可能比我们预期的更崎岖，” Pill在英国央行周四于伦敦发布的演讲稿中表示。</p><p>　　这符合Pill先前的说辞。Pill曾表示，他不打算在英国央行的下一个利率决定这个问题上引导市场，因为决策者将基于数据做出决定。在经历了三十年来最快速的一连串加息后，英国央行官员正在权衡是放缓步伐还是暂停加息。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f1fe23dbd7824008d8c708115f70ab87\" tg-width=\"550\" tg-height=\"366\"/></p><p>　　<strong>美知名投资人Kyle Bass建议美国拆除写字楼以重振房市</strong></p><p>　　知名对冲基金经理Kyle Bass对房地产投资者的建议：拆除写字楼。</p><p>　　这位Hayman Capital Management的创始人表示，城市的写字楼需要拆除，因为需求没有回升，而且将大多数写字楼改成公寓也不现实。</p><p>　　“这是一个必须重置的资产类别，而重置意味着拆除，” Bass说。Bass预计的写字楼市场出现更多问题符合疫情推动员工半永久地转向远程办公和混合办公的普遍观点，这危及到了较旧、缺乏便利设施的低质量建筑。</p></body></html>","source":"highlight_sina","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>外媒头条 | 调查显示超八成基金经理认为美经济今年将陷入衰退</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{ 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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外媒头条 | 调查显示超八成基金经理认为美经济今年将陷入衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-14 05:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tob/2023-04-14/doc-imyqhtzs6648184.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、华尔街知名空头Wilson坚持看跌标普500指数       2、调查显示超八成基金经理认为美经济今年将陷入衰退，美企债务违约率将上升       3、美知名投资人Richard Bernstein：全球化经济下行风险将进一步激发各国通胀 　　4、欧洲央行管委Vasle：若数据提供支撑 5月有可能加息50个基点 　　5、英国央行首席经济学家：英国...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2023-04-14/doc-imyqhtzs6648184.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/127972423b7be8757501c507b0763c58","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/tob/2023-04-14/doc-imyqhtzs6648184.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2327316924","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、华尔街知名空头Wilson坚持看跌标普500指数       2、调查显示超八成基金经理认为美经济今年将陷入衰退，美企债务违约率将上升       3、美知名投资人Richard Bernstein：全球化经济下行风险将进一步激发各国通胀 　　4、欧洲央行管委Vasle：若数据提供支撑 5月有可能加息50个基点 　　5、英国央行首席经济学家：英国通胀今年可能会大幅下降       6、美知名投资人Kyle Bass建议美国拆除写字楼以重振房市　　华尔街知名空头Wilson坚持看跌标普500指数　　华尔街最知名的空头之一、摩根士丹利策略师Michael Wilson表示，尽管股市近期表现坚挺，但标普500指数指数到年底前仍将低于当前水平。　　“我们在时间上肯定是错了，但它并没有改变我们的观点，即我们认为区间的低端，向3，900点的路径，最终仍然会达到3，000点区间的低端，” Wilson表示。　　他说，虽然他不会无视国际货币基金组织的官方预测，但“我们不能依靠其他人为我们做预测”。以Wilson为首的摩根士丹利策略师表示“几乎没有证据”表明新的牛市已经开始。　　调查显示超八成基金经理认为美经济今年将陷入衰退，美企债务违约率将上升　　国际信贷组合经理协会（IACPM）的一项季度调查显示，信贷投资组合经理们预测，未来一年企业违约将上升，超过五分之四的参与者认为，美国有可能在2023年陷入衰退。　　调查发现，81%的基金经理认为未来12个月违约将加剧，而去年12月的调查中这一比例为80%，原因是银行流动性减少和信贷风险担忧成为宏观经济问题的首要因素。对于北美企业，86%的受访者认为违约率将上升，而对于欧洲企业，则有91%的受访者认为违约率将上升。　　IACPM执行董事Som-lok Leung在一份声明中写道：“我们的成员预计利率上升的影响将持续一段时间，现在我们开始看到企业借款人面临更多信贷压力和违约。不幸的是，这可能需要一段时间才能在系统中显现。”受访者还预计美国将出现衰退，84%的人预计今年某个时候美国经济会发生衰退。这一比例高于61%的受访者认为欧盟和英国经济今年将出现衰退。　　美知名投资人Richard Bernstein：全球化经济下行风险将进一步激发各国通胀　　Richard Bernstein Advisors的首席执行官兼首席投资官Richard Bernstein表示，随着全球化下降，通胀将继续上升。“导致所有这种通胀下降和金融市场中通胀下降的首要因素是全球化，”Bernstein周四表示。“全球化只是在不断加剧全球竞争。我们知道，竞争加剧时，价格就会面临下行压力。”　　“很难说全球化仍在扩大，”他补充说。“随着全球化萎缩，我们应该预期通胀会上升而不是下降，因为竞争将减少。”　　他称，美国经济“异常疲软”。“我不认为将实现漂亮的软着陆、没有通胀的局面，”他说。“我认为可能会消除通胀，但这意味着很可能陷入经济衰退。”　　欧洲央行管委Vasle：若数据提供支撑 5月有可能加息50个基点　　欧洲央行管委Bostjan Vasle表示，鉴于对金融体系健康状况的担忧消退，欧洲央行有可能在下个月的政策会议上加息50个基点。　　这位斯洛文尼亚央行行长本周在华盛顿接受采访时表示，硅谷银行倒闭引发的动荡“似乎已得到遏制”，这意味着欧元区经济当前环境回到了与问题出现前大致相同的状况。　　Vasle在国际货币基金组织（IMF）春季会议间隙说：“我们必须继续加息。”他说：“5月份将在加息25和50基点之间二选一。没有必要现在就做出决定，因为下一步的幅度将取决于数据，包括银行贷款、经济增速和通胀”。　　英国央行首席经济学家：英国通胀今年可能会大幅下降　　英国央行首席经济学家How Pill表示，尽管上个月数据“显著超出预期”，但英国通胀率今年可能会大幅下降。　　“最近发布的数据提醒我们，通胀的确切路径可能比我们预期的更崎岖，” Pill在英国央行周四于伦敦发布的演讲稿中表示。　　这符合Pill先前的说辞。Pill曾表示，他不打算在英国央行的下一个利率决定这个问题上引导市场，因为决策者将基于数据做出决定。在经历了三十年来最快速的一连串加息后，英国央行官员正在权衡是放缓步伐还是暂停加息。　　美知名投资人Kyle Bass建议美国拆除写字楼以重振房市　　知名对冲基金经理Kyle Bass对房地产投资者的建议：拆除写字楼。　　这位Hayman Capital Management的创始人表示，城市的写字楼需要拆除，因为需求没有回升，而且将大多数写字楼改成公寓也不现实。　　“这是一个必须重置的资产类别，而重置意味着拆除，” Bass说。Bass预计的写字楼市场出现更多问题符合疫情推动员工半永久地转向远程办公和混合办公的普遍观点，这危及到了较旧、缺乏便利设施的低质量建筑。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2831,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574566655065249","authorId":"3574566655065249","name":"恭喜贺喜","avatar":"https://static.tigerbbs.com/219854993045aea7931e7579ca331fac","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574566655065249","authorIdStr":"3574566655065249"},"content":"管你啥事？闲的蛋疼？特斯拉跌死你","text":"管你啥事？闲的蛋疼？特斯拉跌死你","html":"管你啥事？闲的蛋疼？特斯拉跌死你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653011332,"gmtCreate":1680315339627,"gmtModify":1680315608663,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>因为对马斯克的信仰，特斯拉我会一直拿下去。加油老马，You are the shit![强]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>因为对马斯克的信仰，特斯拉我会一直拿下去。加油老马，You are the shit![强]&nbsp;","text":"$特斯拉(TSLA)$ 因为对马斯克的信仰，特斯拉我会一直拿下去。加油老马，You are the shit![强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/653011332","isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653005115,"gmtCreate":1680278149437,"gmtModify":1680278152821,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"马斯克才是神，有的人自以为是，其实是BS","listText":"马斯克才是神，有的人自以为是，其实是BS","text":"马斯克才是神，有的人自以为是，其实是BS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653005115","repostId":"2323508613","repostType":2,"repost":{"id":"2323508613","kind":"news","pubTimestamp":1680250942,"share":"https://www.laohu8.com/m/news/2323508613?lang=zh_CN&edition=full","pubTime":"2023-03-31 16:22","market":"us","language":"zh","title":"消息称马斯克计划4月来中国，曾承诺特斯拉将加大在华投资和研发力度","url":"https://stock-news.laohu8.com/highlight/detail?id=2323508613","media":"36氪","summary":"据IT之家援引据路透社报道，特斯拉首席执行官马斯克计划4月份访问中国。据两位知情人士透露，马斯克已经开始为这次访问做准备。中国是特斯拉仅次于美国的第二大市场，上海工厂是这家电动汽车制造商的最大生产基地，这将是马斯克自疫情爆发以来首次访问中国。马斯克对中国的承诺一直很坚定，他曾在2021年世界互联网大会乌镇峰会上承诺，未来特斯拉将继续加大在中国的投资和研发力度，并希望为构建利益共享、责任共担的数字化未来做出贡献。马斯克还曾称，中国是数字化领域的全球领导者，中国的汽车制造商是“世界上最具竞争力的”。截至发稿，特斯拉官方暂未对此作出回应。","content":"<html><body><article><p>据IT之家援引据路透社报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克计划4月份访问中国。据两位知情人士透露，马斯克已经开始为这次访问做准备。</p><p>中国是特斯拉仅次于美国的第二大市场，上海工厂是这家电动汽车制造商的最大生产基地，这将是马斯克自疫情爆发以来首次访问中国。</p><p>马斯克对中国的承诺一直很坚定，他曾在2021年世界互联网大会乌镇峰会上承诺，未来特斯拉将继续加大在中国的投资和研发力度，并希望为构建利益共享、责任共担的数字化未来做出贡献。马斯克还曾称，中国是数字化领域的全球领导者，中国的汽车制造商是“世界上最具竞争力的”。</p><p>截至发稿，特斯拉官方暂未对此作出回应。</p><img src=\"https://inews.gtimg.com/om_bt/O65fJEcGFJWy_YB5AaVGl1iVFALG-lbHOUv5vyzUGLKTYAA/0\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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消息称马斯克计划4月来中国，曾承诺特斯拉将加大在华投资和研发力度\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-31 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023033116241982741f15&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据IT之家援引据路透社报道，特斯拉首席执行官马斯克计划4月份访问中国。据两位知情人士透露，马斯克已经开始为这次访问做准备。中国是特斯拉仅次于美国的第二大市场，上海工厂是这家电动汽车制造商的最大生产基地，这将是马斯克自疫情爆发以来首次访问中国。马斯克对中国的承诺一直很坚定，他曾在2021年世界互联网大会乌镇峰会上承诺，未来特斯拉将继续加大在中国的投资和研发力度，并希望为构建利益共享、责任共担的数字化...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023033116241982741f15&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0943347566.SGD":"安联收益及增长平衡基金AM 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ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023033116241982741f15&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2323508613","content_text":"据IT之家援引据路透社报道，特斯拉首席执行官马斯克计划4月份访问中国。据两位知情人士透露，马斯克已经开始为这次访问做准备。中国是特斯拉仅次于美国的第二大市场，上海工厂是这家电动汽车制造商的最大生产基地，这将是马斯克自疫情爆发以来首次访问中国。马斯克对中国的承诺一直很坚定，他曾在2021年世界互联网大会乌镇峰会上承诺，未来特斯拉将继续加大在中国的投资和研发力度，并希望为构建利益共享、责任共担的数字化未来做出贡献。马斯克还曾称，中国是数字化领域的全球领导者，中国的汽车制造商是“世界上最具竞争力的”。截至发稿，特斯拉官方暂未对此作出回应。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659416500,"gmtCreate":1680183893700,"gmtModify":1680183895134,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a 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起了个超级大早，连晚集都没赶上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/659416500","isVote":1,"tweetType":1,"viewCount":5458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538654938521252","authorId":"3538654938521252","name":"凶猛干饭人","avatar":"https://static.tigerbbs.com/d9c8ef94e20b55eba0b7bf609578a0e0","crmLevel":7,"crmLevelSwitch":0,"idStr":"3538654938521252","authorIdStr":"3538654938521252"},"content":"什么利好？","text":"什么利好？","html":"什么利好？"},{"author":{"id":"3472539425201372","authorId":"3472539425201372","name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","crmLevel":2,"crmLevelSwitch":0,"idStr":"3472539425201372","authorIdStr":"3472539425201372"},"content":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道","text":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道","html":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659573398,"gmtCreate":1680166198914,"gmtModify":1680166200851,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"我如果今天开盘买入做个DT，会不会又亏到我窒息？","listText":"我如果今天开盘买入做个DT，会不会又亏到我窒息？","text":"我如果今天开盘买入做个DT，会不会又亏到我窒息？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659573398","repostId":"1174439780","repostType":2,"repost":{"id":"1174439780","kind":"news","pubTimestamp":1680155636,"share":"https://www.laohu8.com/m/news/1174439780?lang=zh_CN&edition=full","pubTime":"2023-03-30 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href=\"https://mp.weixin.qq.com/s/7xWGyoY6Zv7GBY4oo0RE2A\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://mp.weixin.qq.com/s/7xWGyoY6Zv7GBY4oo0RE2A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174439780","content_text":"预热一周后，法拉第未来（Faraday Future简称“FF”）终于宣布正式启动生产，而这距离FF创始人贾跃亭开始造车已过去了9年。北京时间3月30日上午7:30，法拉第未来在Factory California正式启动生产首款量产车型FF 91Futurist，并在现场举行发布会。FF创始人兼CPUO贾跃亭也现身发布会现场，并发表演讲。早在2017年，法拉第未来就发布了FF 91这款车。根据最新规划，该款车将在今年4月底前交付。不过，在半小时的发布会上，现场只展示了一个刚喷完漆的车身。网友纷纷吐槽：“看了个寂寞”“高手果然会玩”“干啥啥不行作秀第一名”……截至3月29日收盘，法拉第未来报0.36美元/股，总市值仅2.98亿美元。计划4月交付据悉，FF今天的“启动生产”发布会活动，标志着FF 91进入实质生产阶段。在现场，法拉第未来展示了一台刚刚在喷涂车间完成喷涂的车身，是第一辆即将在加利福尼亚州汉福德的制造工厂完成下线的量产车。法拉第未来直播截图FF全球CEO陈雪峰表示，启动生产意味着公司以项目为中心，现在转到更成熟的业务常态化经营。FF 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你就可劲儿震荡吧，老子就不卖，你不涨我就不卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659278323","isVote":1,"tweetType":1,"viewCount":1558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659876581,"gmtCreate":1679991883544,"gmtModify":1679991885087,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"有利好也涨不动，什么情况？","listText":"有利好也涨不动，什么情况？","text":"有利好也涨不动，什么情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659876581","repostId":"2322044047","repostType":2,"repost":{"id":"2322044047","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1679917212,"share":"https://www.laohu8.com/m/news/2322044047?lang=zh_CN&edition=full","pubTime":"2023-03-27 19:40","market":"us","language":"zh","title":"扩产不能停！特斯拉柏林工厂提前三个月突破关键产量节点","url":"https://stock-news.laohu8.com/highlight/detail?id=2322044047","media":"华尔街见闻","summary":"成立一周年之际，特斯拉柏林超级工厂产能又迈上了新台阶！当地时间3月25日，特斯拉宣布柏林超级工厂Model Y的周产量已突破5000辆，较去年5月份的水平翻了两番，较原计划提前了整整三个月。柏林超级工厂于去年3月22日正式开业，是特斯拉在欧洲的第一个汽车生产工厂，目前只生产Model Y。本月中旬，有媒体报道称，特斯拉已经向柏林工厂所在的勃兰登堡州提交了初步申请，计划对其进行扩建，扩建后年产量将达到100万辆，约为目前计划的两倍。","content":"<html><head></head><body><blockquote>周产能已突破5000辆，年产能达到26万辆。</blockquote><p>成立一周年之际，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>柏林超级工厂产能又迈上了新台阶！</p><p>当地时间3月25日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>宣布柏林超级工厂Model Y的周产量已突破5000辆，较去年5月份的水平翻了两番，<b>较原计划提前了整整三个月。</b>按照原本的生产计划，到6月底将产量提高到5000辆以上，到今年晚些时候产量将提高到1万辆。</p><p>而周产突破5000辆后，<b>柏林超级工厂的年产能已经达到26万辆。</b></p><p>这可能是柏林超级工厂一周岁的最好生日礼物。</p><p>柏林超级工厂于去年3月22日正式开业，是特斯拉在欧洲的第一个汽车生产工厂，目前只生产Model Y。该工厂最初计划是在2022年年底实现每周生产5000辆Model Y，但在全球供应链危机持续的背景下，特斯拉对生产目标进行了调整。</p><p>去年年底，柏林超级工厂的周产能达到了3000辆。今年2月底，柏林工厂宣布实现周产达到4000辆，较原计划提前了三周。</p><p>马斯克去年表示，特斯拉可能会开设10到12家新工厂，以增加产量，最终实现到2030年每年销售2000万辆电动汽车的宏伟目标。</p><p>本月中旬，有媒体报道称，特斯拉已经向柏林工厂所在的勃兰登堡州提交了初步申请，<b>计划对其进行扩建，扩建后年产量将达到100万辆，约为目前计划的两倍。</b></p><p>华尔街见闻此前文章提及，特斯拉正在高速攻占欧洲市场，2月欧盟国家的新车注册量达到19249辆，较去年同期的12860辆增长约49.7%，这一增速超过了欧盟市场上的所有车企。</p><p>到目前为止，特斯拉约占欧洲市场19.8%的份额，处于妥妥的主导地位。</p><p>在经历了2023年的糟糕开局后，特斯拉股价今年迄今已经反弹了76%，市值恢复至近6000亿美元。</p><p><img src=\"https://static.tigerbbs.com/37a84bb051d41cd270a5325d81c01580\" tg-width=\"840\" tg-height=\"470\" 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>扩产不能停！特斯拉柏林工厂提前三个月突破关键产量节点</title>\n<style 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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扩产不能停！特斯拉柏林工厂提前三个月突破关键产量节点\n</h2>\n\n<h4 class=\"meta\">\n\n2023-03-27 19:40 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周产能已突破5000辆，年产能达到26万辆。成立一周年之际，特斯拉柏林超级工厂产能又迈上了新台阶！当地时间3月25日，特斯拉宣布柏林超级工厂Model Y的周产量已突破5000辆，较去年5月份的水平翻了两番，较原计划提前了整整三个月。按照原本的生产计划，到6月底将产量提高到5000辆以上，到今年晚些时候产量将提高到1万辆。而周产突破5000辆后，柏林超级工厂的年产能已经达到26万辆。这可能是柏林...</p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d695ec0cc530efc680a696604e078f14","relate_stocks":{"BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>刚才又加仓10万人民币，成本降低到2美金了，哎。。。贾总，你要给力啊","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>刚才又加仓10万人民币，成本降低到2美金了，哎。。。贾总，你要给力啊","text":"$Faraday Future(FFIE)$ 刚才又加仓10万人民币，成本降低到2美金了，哎。。。贾总，你要给力啊","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":20,"commentSize":18,"repostSize":1,"link":"https://laohu8.com/post/620067851","isVote":1,"tweetType":1,"viewCount":8296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100160838999850","authorId":"4100160838999850","name":"alex125463","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4100160838999850","authorIdStr":"4100160838999850"},"content":"再加仓一百万人民币，均价还能再压一压","text":"再加仓一百万人民币，均价还能再压一压","html":"再加仓一百万人民币，均价还能再压一压"},{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"我8块时就抛了，便宜是因为投资者都失去信心了，忙了一年多，连个公路局的生产资质都没拿到，说明FF91的技术仍然不成熟。","text":"我8块时就抛了，便宜是因为投资者都失去信心了，忙了一年多，连个公路局的生产资质都没拿到，说明FF91的技术仍然不成熟。","html":"我8块时就抛了，便宜是因为投资者都失去信心了，忙了一年多，连个公路局的生产资质都没拿到，说明FF91的技术仍然不成熟。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182048977444968,"gmtCreate":1685454079749,"gmtModify":1685454080807,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ACON\">$ACLARION, INC(ACON)$ &nbsp;</a>这股是没有利好，纯的炒作啊","listText":"<a href=\"https://laohu8.com/S/ACON\">$ACLARION, INC(ACON)$ &nbsp;</a>这股是没有利好，纯的炒作啊","text":"$ACLARION, INC(ACON)$ 这股是没有利好，纯的炒作啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/182048977444968","isVote":1,"tweetType":1,"viewCount":9418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668114136,"gmtCreate":1664463605926,"gmtModify":1664463607488,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOTS\">$Motus GI Holdings(MOTS)$</a>今天开盘买入的人，傻眼了吧？","listText":"<a href=\"https://laohu8.com/S/MOTS\">$Motus GI Holdings(MOTS)$</a>今天开盘买入的人，傻眼了吧？","text":"$Motus GI Holdings(MOTS)$今天开盘买入的人，傻眼了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/668114136","isVote":1,"tweetType":1,"viewCount":4143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463300620707792","authorId":"3463300620707792","name":"wuhui28","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463300620707792","authorIdStr":"3463300620707792"},"content":"历史重现-2024-02-21","text":"历史重现-2024-02-21","html":"历史重现-2024-02-21"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668557674,"gmtCreate":1664978579398,"gmtModify":1664978755606,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VEV\">$Vicinity Motor Corp.(VEV)$</a> 妖股啊，我擦，一直跌。。。","listText":"<a href=\"https://laohu8.com/S/VEV\">$Vicinity Motor Corp.(VEV)$</a> 妖股啊，我擦，一直跌。。。","text":"$Vicinity Motor Corp.(VEV)$ 妖股啊，我擦，一直跌。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668557674","isVote":1,"tweetType":1,"viewCount":6980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668630494,"gmtCreate":1664596553018,"gmtModify":1664596556502,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"都在晒收益，那我也晒下最近仨月的吧，DT新人请大家指教。","listText":"都在晒收益，那我也晒下最近仨月的吧，DT新人请大家指教。","text":"都在晒收益，那我也晒下最近仨月的吧，DT新人请大家指教。","images":[{"img":"https://static.tigerbbs.com/a9db7b07bb8610f7943579eebe9a8b56","width":"660","height":"893"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668630494","isVote":1,"tweetType":1,"viewCount":1176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":659416500,"gmtCreate":1680183893700,"gmtModify":1680183895134,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 那么大的利好，都涨不动，看来是真完蛋了，哎。。。 起了个超级大早，连晚集都没赶上。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 那么大的利好，都涨不动，看来是真完蛋了，哎。。。 起了个超级大早，连晚集都没赶上。","text":"$Faraday Future(FFIE)$ 那么大的利好，都涨不动，看来是真完蛋了，哎。。。 起了个超级大早，连晚集都没赶上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/659416500","isVote":1,"tweetType":1,"viewCount":5458,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538654938521252","authorId":"3538654938521252","name":"凶猛干饭人","avatar":"https://static.tigerbbs.com/d9c8ef94e20b55eba0b7bf609578a0e0","crmLevel":7,"crmLevelSwitch":0,"idStr":"3538654938521252","authorIdStr":"3538654938521252"},"content":"什么利好？","text":"什么利好？","html":"什么利好？"},{"author":{"id":"3472539425201372","authorId":"3472539425201372","name":"楠竹先生","avatar":"https://static.tigerbbs.com/55d25305d2d90bf70f5bd39edd845328","crmLevel":2,"crmLevelSwitch":0,"idStr":"3472539425201372","authorIdStr":"3472539425201372"},"content":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道","text":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道","html":"利好个锤子，这种把戏玩了好多年了，从2018年就开始玩类似的把戏说要量产，我每一次都记下了，因为最后都是熟悉的味道"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628223160,"gmtCreate":1673275580650,"gmtModify":1673276947238,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"加油特斯拉，搞死打着爱国旗号赚钱的国产电动车","listText":"加油特斯拉，搞死打着爱国旗号赚钱的国产电动车","text":"加油特斯拉，搞死打着爱国旗号赚钱的国产电动车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628223160","repostId":"1168413804","repostType":2,"repost":{"id":"1168413804","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":1673334296,"share":"https://www.laohu8.com/m/news/1168413804?lang=zh_CN&edition=full","pubTime":"2023-01-10 15:04","market":"us","language":"zh","title":"传特斯拉中国三天内获3万订单，别的新能源车企怎么办？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168413804","media":"老虎锐评","summary":"如果电动车企不跟风降价的话，还有谁买呢？","content":"<html><head></head><body><p>1月10日消息，据媒体报道，<b>在宣布降价后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国三天内获3万辆汽车订单。</b>（贝壳财经）</p><p><img src=\"https://static.tigerbbs.com/a1417369e4f520ccb8a2c39df158e0ee\" tg-width=\"1500\" tg-height=\"1580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>老虎锐评</b></p><p>上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：</p><p>1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；</p><p>2，<b>中国电动车各企业的生存性问题，这个需要从财报上入手。</b>今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。</p><p>在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。</p><p>这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。</p><p>为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。</p><p>电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。</p><p>Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。</p><p>根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。</p><p><img src=\"https://static.tigerbbs.com/ba72cdfa43b330f87886cb88b6ebf631\" tg-width=\"902\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>目前X公司持有的现金或者短期存款有380亿。<img src=\"https://static.tigerbbs.com/2cde1f07b8e1cb9f394c1f0cefd2da70\" tg-width=\"892\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。</p><p>X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。</p><p><img src=\"https://static.tigerbbs.com/5a7ac207d9a0cc81ef337d91d252573d\" tg-width=\"625\" tg-height=\"13\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6e0238615b6f720cc6efd18704cc672d\" tg-width=\"855\" tg-height=\"18\" referrerpolicy=\"no-referrer\"/></p><p>换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。</p><p><img src=\"https://static.tigerbbs.com/f0bb9485606c20ed471dac2e97c35dbe\" tg-width=\"891\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/23f87f23b6b02e55ed1273a22749970d\" tg-width=\"897\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。</p><p>以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。</p><p>从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。</p><p><img src=\"https://static.tigerbbs.com/a2c8a3432869640015f062e85afc848e\" tg-width=\"889\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？</p><p>那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。</p><p><img src=\"https://static.tigerbbs.com/5a347e8b323da8093476083d346b2db2\" tg-width=\"812\" tg-height=\"170\" referrerpolicy=\"no-referrer\"/></p><p>随着交付量/产量上去，毛利有所改善（26,500-&gt;27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。</p><p>电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？</p><p>努力活下去。</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>传特斯拉中国三天内获3万订单，别的新能源车企怎么办？</title>\n<style 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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传特斯拉中国三天内获3万订单，别的新能源车企怎么办？\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\">2023-01-10 15:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月10日消息，据媒体报道，<b>在宣布降价后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国三天内获3万辆汽车订单。</b>（贝壳财经）</p><p><img src=\"https://static.tigerbbs.com/a1417369e4f520ccb8a2c39df158e0ee\" tg-width=\"1500\" tg-height=\"1580\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>老虎锐评</b></p><p>上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：</p><p>1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；</p><p>2，<b>中国电动车各企业的生存性问题，这个需要从财报上入手。</b>今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。</p><p>在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。</p><p>这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。</p><p>为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。</p><p>电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。</p><p>Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。</p><p>根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。</p><p><img src=\"https://static.tigerbbs.com/ba72cdfa43b330f87886cb88b6ebf631\" tg-width=\"902\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>目前X公司持有的现金或者短期存款有380亿。<img src=\"https://static.tigerbbs.com/2cde1f07b8e1cb9f394c1f0cefd2da70\" tg-width=\"892\" tg-height=\"149\" referrerpolicy=\"no-referrer\"/></p><p>如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。</p><p>X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。</p><p><img src=\"https://static.tigerbbs.com/5a7ac207d9a0cc81ef337d91d252573d\" tg-width=\"625\" tg-height=\"13\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/6e0238615b6f720cc6efd18704cc672d\" tg-width=\"855\" tg-height=\"18\" referrerpolicy=\"no-referrer\"/></p><p>换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。</p><p><img src=\"https://static.tigerbbs.com/f0bb9485606c20ed471dac2e97c35dbe\" tg-width=\"891\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/23f87f23b6b02e55ed1273a22749970d\" tg-width=\"897\" tg-height=\"20\" referrerpolicy=\"no-referrer\"/></p><p>当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。</p><p>以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。</p><p>从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。</p><p><img src=\"https://static.tigerbbs.com/a2c8a3432869640015f062e85afc848e\" tg-width=\"889\" tg-height=\"22\" referrerpolicy=\"no-referrer\"/></p><p>卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？</p><p>那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。</p><p><img src=\"https://static.tigerbbs.com/5a347e8b323da8093476083d346b2db2\" tg-width=\"812\" tg-height=\"170\" referrerpolicy=\"no-referrer\"/></p><p>随着交付量/产量上去，毛利有所改善（26,500-&gt;27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。</p><p>电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？</p><p>努力活下去。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168413804","content_text":"1月10日消息，据媒体报道，在宣布降价后，特斯拉中国三天内获3万辆汽车订单。（贝壳财经）老虎锐评上周特斯拉降价之后，拉开了新能源汽车行业的新一个篇章。在这里有两个大的方向要去思考研究：1，电动汽车的降价到底可以到什么程度，燃油汽车的价格为什么就是很难降低，成本的深度分析有助于看清楚这个行业的天花板；2，中国电动车各企业的生存性问题，这个需要从财报上入手。今天早上我仅分析电动车公司X的财报，起抛砖引玉的作用。在进行X的财报分析前，先讲一个大家熟知的赌场策略：赌大小永远压大，如果输了，第二次就翻倍压大。比方说你先拿1块钱去赌大，输了第二次下注用2块钱去赌大…以此类推，直到获胜，不仅前面输的可以捞回来，赢的还是前面输的钱的总和。这个故事被讲了很多次，其实从统计来说，每一次押注完全可以改变选择，你可以第一次压大，输了之后第二次加倍压小，因为每次选择的结果都是相互独立，赢的概率都是1/2。但我看好像这个故事的版本从来不会说这个点，可能理性的统计对于绝大多数人来说比较难接受。这个策略实际的问题是，你可能没有那么多的本金持续赌下去。当你输了5次之后，你输的金额是1+2+4+8+16 = 32，第6次下注需要本金64。你身上可能只有40块钱，这时候已经没有办法第6次下注了。为什么讲X财报之前要将这个，因为现在的分析都会用DCF模型去算一个目标价格。这些模型的起始点都是若干年之后的net income，然后变成free cash flow计算目标价格。可问题是，如果一个企业都没法活到若干年之后有正的net income的时候，这个模型有什么意义？对于电动车企业的财报，根本不需要去计算什么target price，甚至都不需要怎么看income statement。唯一要死盯住看的，就是cash flow statement。就像刚才说的赌场策略一样，理论是有翻盘的一天，但大多数情况下中途就夭折了。电动3宝的年报里面有cash flow statement（规定必须要有），但是季报里面有另外两个报表却没有cash flow statement（规定可以没有）。理想的季报里面会提自己的cash flow的情况，是不是暗示情况要好一点？当然特斯拉的季报里面，三个表都非常全。Cash flow statement关系到电动车的生存，当年特斯拉在生死线上挣扎了很久，第一次让全世界觉得这家公司能够活下来的，就是它的CFO（经营现金流）变成了正数。由于我手上并没有最新季度的cash flow statement，所以依靠的是X公司的2021年年报。根据X的财报，2019-2021年3年的CFO如下，分别是-35亿，-1亿，-10亿（人民币，以下皆是）。目前X公司持有的现金或者短期存款有380亿。如果按照一年“烧”10亿的角度来看，现在的现金还是比较充裕，烧30年都没事。但是，X的经营现金流-10亿后面没有这么简单。X在2021年之所以只烧了10亿，是因为2021年又新增了95亿的payable（应付账款但实际未付），其中72.5亿来自于accounts and notes payable，22.6亿来自于accruals and otherliabilities。换句话说，如果不是压了供应商95亿的欠款，那么2021年烧了100亿+。如果按照一年烧100亿+的速度，那么380亿就不是那么殷实了。从balance sheet能看出来，截至2021年底，X这两项一共压了供应商欠款是170亿（123+48 = 171）。也就是说，380亿的现金有45%来自于压供应商款。当然压供应商款可能是行业普遍现象，往好的方便来说是企业议价能力强，但确实也反映了企业自己的造血能力还是有很大问题。以上的分析仅仅是基于2021年年底的情况。因为特斯拉的降价策略改变了整个电动车的生态格局，所以还要考虑如果订单下滑，那么现金流会怎么恶化。从income statement来看，2021年卖车的毛利是26亿，可以认为卖车提供了现金流26亿。2021年一共卖车98,000辆车，所以一辆车的贡献差不多是26,500。注意，这里并没有考虑到X非常高的OPEX（经营费用）。卖一台车的毛利是26,500是什么概念，这次特斯拉Model Y降价是2.8万-3.7万，怎么跟？那么2022年X的交付量上去了，毛利怎么样？根据彭博的数据，前3个季度的总毛利是9.1+8.9+9.2 = 27.2亿，前3个季度交付车辆是98,553量，算下来一辆车的毛利27,500。随着交付量/产量上去，毛利有所改善（26,500->27,500），但依旧并不乐观，27,500的毛利依然是连特斯拉一次降价的冲击都抵挡不住，更别说特斯拉还能继续降价。电动车企要想活下去，第一步是要做到CFO变正，而CFO要变正，必须要有好的毛利。但是现在特斯拉的降价大棒一挥，所有的电动车企如果跟风的话，连毛利都不能是正数了，更别说经营现金流了。如果电动车企不跟风降价的话，还有谁买呢？努力活下去。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628742183,"gmtCreate":1673515530142,"gmtModify":1673515627431,"author":{"id":"3573894597894015","authorId":"3573894597894015","name":"meme股探测器","avatar":"https://static.tigerbbs.com/0afcfdaf70dd438f493eb33b59464e55","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573894597894015","authorIdStr":"3573894597894015"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>我这算抄底成功了吗？ 马总开着SpaceX带我飞？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>我这算抄底成功了吗？ 马总开着SpaceX带我飞？","text":"$特斯拉(TSLA)$ 我这算抄底成功了吗？ 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