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运_命

运_命

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03-23

( ͡ _ ͡°)ﾉ⚲ ♫去去了吧热水器双11是1111去💰💰💰💰💰💰💰💰💰💰💰八🚗🚗🚗🚗🚗🚗🚗@forecho @JohnLu谈股阿巴@SCJ Studio 🙃

Dow Jones 10:30 AM Averages: DJIA 39,668.77 DN 112.60

2023-11-07

还TM成长股，汽车行业巨头

Tesla Is No Longer A Growth Stock?

2023-11-02

$高通(QCOM)$ 这只股庄家控盘严重，这么差的业绩都会涨笑死有的跌呢

2023-10-25

$特斯拉(TSLA)$ 老虎证券的期权还没好？怎么和富途牛牛的期权差太多同样的期权这边便宜太多了还不稳定吗？

2023-04-27

$特斯拉(TSLA)$ 大盘都这样了特斯拉还这么疲软，估计下半夜150

2023-04-19

$特斯拉(TSLA)$ 明天的财报韭菜们怎么看？我猜测几点，1 每年汽车销量1-2季度是最不活跃的 2 17号火箭不发射选择和财报一天可能和特斯拉股价有关。3 这次财报选择在盘后发布是不是为了淡化业绩影响股价？4 从大环境角度看银行业危机貌似已经过去了美联储5-6月有可能不会降息！韭菜们欢迎指点！

2023-04-10

$特斯拉(TSLA)$ 两万到手撤退

2023-04-01

$签字银行(SBNY)$ 你们说放个一年会咋样？

2023-03-29

$第一共和银行(FRC)$ 一年后见，2023.3.29-2024

2023-03-27

$第一共和银行(FRC)$ 对于这只股票的研究，开盘后2小时内就抛了，下半夜必跌。

2023-03-21

$第一共和银行(FRC)$ 一觉醒来几万没了，求安慰，求激励！

2023-03-20

$第一共和银行(FRC)$ 只要不破产啥都好商量

2023-03-17

$第一共和银行(FRC)$ 太刺激了

2023-03-11

$Faraday Future(FFIE)$ 没想到05上车都被割[流泪]

2023-03-07

今晚又是腥风血雨的一晚，要么下半夜暴涨要么暴跌

@终于爬出来:$特斯拉(TSLA)$ 完了😩 又完了

2023-03-02

国内就有技术团队观察到特斯拉在进行相关研究？技术团队不好好研发天天偷偷摸摸观察别人！

独家｜特斯拉下一代永磁电机不用稀土？业内专家：完全有可能！

2023-03-01

$蔚来(NIO)$ 蔚来由李斌、刘强东、李想、马化腾、雷军、张磊合伙创立的。背后还有十多个大资本，人家不需要股票融资，像咸鱼躺平了。现在买蔚来股不做长线就不要买了，毕竟人家一直在铺后期的路

2023-02-27

$Faraday Future(FFIE)$ 哪位大佬帮我解答一下，0.56买的为啥成本价6.1。

2023-02-21

$蔚来(NIO)$ 像一条咸鱼躺平的咸鱼

2023-01-28

做空的时候使劲黑，做多的时候跪舔

6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？

去老虎APP查看更多动态

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UP</td><td>4.07 OR</td><td>0.47% </td></tr><tr><td>65 STOCKS</td><td>12,649.15 DN</td><td>1.68 OR</td><td>0.01% </td></tr></tbody></table></pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 22, 2024 10:30 ET (14:30 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font></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>Dow Jones 10:30 AM Averages: DJIA 39,668.77 DN 112.60</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\">\nDow Jones 10:30 AM Averages: DJIA 39,668.77 DN 112.60\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-03-22 22:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<pre><table><tbody><tr><td>30 INDUS</td><td>39,668.77 DN</td><td>112.60 OR</td><td>0.28% </td></tr><tr><td>20 TRANSP</td><td>16,075.53 UP</td><td>74.11 OR</td><td>0.46% </td></tr><tr><td>15 UTILS</td><td>862.98 UP</td><td>4.07 OR</td><td>0.47% </td></tr><tr><td>65 STOCKS</td><td>12,649.15 DN</td><td>1.68 OR</td><td>0.01% </td></tr></tbody></table></pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 22, 2024 10:30 ET (14:30 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4144":"石油与天然气的储存和运输","DXD":"道指两倍做空ETF","AM":"Antero Midstream Corporation","DDM":"道指两倍做多ETF","DJIA":"GLOBAL X DOW 30® COVERED CALL ETF","SDOW":"道指三倍做空ETF-ProShares","DJX":"1/100道琼斯","UDOW":"道指三倍做多ETF-ProShares","DOG":"道指反向ETF",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2421134817","content_text":"30 INDUS39,668.77 DN112.60 OR0.28% 20 TRANSP16,075.53 UP74.11 OR0.46% 15 UTILS862.98 UP4.07 OR0.47% 65 STOCKS12,649.15 DN1.68 OR0.01% \n\n  (END) Dow Jones Newswires\n\n\n  March 22, 2024 10:30 ET (14:30 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":238879298625688,"gmtCreate":1699357288143,"gmtModify":1699364133274,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"还TM成长股，汽车行业巨头","listText":"还TM成长股，汽车行业巨头","text":"还TM成长股，汽车行业巨头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/238879298625688","repostId":"2381704711","repostType":2,"repost":{"id":"2381704711","pubTimestamp":1699344600,"share":"https://www.laohu8.com/m/news/2381704711?lang=&edition=full","pubTime":"2023-11-07 16:10","market":"us","language":"en","title":"Tesla Is No Longer A Growth Stock?","url":"https://stock-news.laohu8.com/highlight/detail?id=2381704711","media":"Seeking Alpha","summary":"Tesla, Inc. Q3 2023 earnings disappointed investors and analysts, with sales and EPS below estimates.Operating profit margin, gross profit, and adjusted EBITDA margins have been falling for several qu","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. Q3 2023 earnings disappointed investors and analysts, with sales and EPS below estimates.</p></li><li><p>Operating profit margin, gross profit, and adjusted EBITDA margins have been falling for several quarters.</p></li><li><p>Demand for EVs is not growing despite discounts, and the Cybertruck announcement may take even longer to generate positive cash flows.</p></li><li><p>The company has ample liquidity reserves.</p></li><li><p>Tesla is ridiculously overvalued, given the fact the company is no longer a growth star.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5debcce6ce814984636d90633d044799\" alt=\"SimonSkafar\" title=\"SimonSkafar\" tg-width=\"750\" tg-height=\"500\"/><span>SimonSkafar</span></p><p><strong>Tesla, Inc.</strong> (NASDAQ:TSLA) has recently reported its Q3 2023 earnings results. These disappointed many investors and market analysts because both the electric vehicle (&#34;EV&#34;) maker&#39;s sales and EPS were below estimates. The net profit was also substantially lower compared to the same period a year ago. TSLA stock has corrected somewhat since the report&#39;s publication, but is still trading quite high, in my opinion. The Cybertruck announcement does not paint a very good picture, either. I was right in my previous rather pessimistic view of Tesla&#39;s stock, it seems. Even my earlier thesis on Tesla&#39;s wonderful prospects for its energy and storage business seems to be quite exaggerated now. But let me explain all this in some more detail.</p><h2 id=\"id_1506587543\">Tesla&#39;s earnings</h2><p>A lot has already been written about Tesla&#39;s earnings release. So, I will just touch on the key points.</p><p>In short, the adjusted earnings per share totaled <strong>66 cents</strong> vs <strong>73 cents per share</strong> expected, whilst the revenues totaled <strong>$23.35 billion</strong> vs <strong>$24.1 billion </strong>expected.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11d057be548102245ee763b48814962b\" alt=\"Tesla\" title=\"Tesla\" tg-width=\"640\" tg-height=\"324\"/><span>Tesla</span></p><p>All that does not look inspiring. But let us have a look at Tesla in charts and we can really see that Tesla&#39;s efficiency is not rising, indeed.</p><p>This is especially true of its operating profit margin. But other indicators, including the gross profit and the adjusted EBITDA margins, have been falling for a few quarters as well.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33a2cb20384c97a8e18bba637cf43d95\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"407\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e56acc14bf8e617782139fcd494c872\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"402\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b67486072d6e4fa0adb05bc7825e7220\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"411\"/><span>Seeking Alpha</span></p><p>You might be saying that the automotive revenues have been quite stable for several quarters. But both the total deliveries and the total EV production have decreased in the last quarter QOQ. At the same time, the last reported period was the first one since Q2 2022 when the total production and deliveries saw a substantial decline.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/152e650e73727cf4d8d48e7e52c01ded\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"410\"/><span>Seeking Alpha</span></p><h2 id=\"id_1961088041\">Other news</h2><p>The most problematic part of the story is that the demand for EVs is not growing in spite of all the numerous discounts. But CEO Elon Musk aims to deliver the 1.8 million EVs in 2023. Tesla&#39;s CEO is willing to offer further discounts in order to reach this target. In my view, it might not be reasonable to have the &#34;whatever it takes&#34; approach to delivering a fixed number of vehicles by a certain date, given the fact numerous price cuts have already been made, whilst the company&#39;s margins are at the lowest in 2 years.</p><p>A lot of news agencies also reported Tesla&#39;s announcement on Cybertruck. By the way, most of the rise in the company&#39;s operating expenses was due to &#34;<em>Cybertruck, artificial intelligence initiatives, and other projects.</em>&#34; In his earnings call, Musk said he expected that it would &#34;<em>take a year to 18 months before [Cybertruck] is a significant positive cashflow contributor</em>.&#34;</p><p>During the conference call, Musk said that Tesla will end up producing around 250,000 Cybertruck units per year. But Tesla&#39;s CEO also added the corporation would reach that output sometime in 2025. According to Musk&#39;s projections, &#34;<em>it will take a year to 18 months before</em> [the Cybertruck]<em> is a significant positive cashflow contributor</em>.&#34; However, the company still has not released prices or key specifications that would affect Cybertruck&#39;s demand and profits. So, it is highly likely that Cybertruck would take even more time to generate positive cash flows for Tesla.</p><h2 id=\"id_3587932657\">Recap of my previous article</h2><p>The article &#34;<em>Tesla stock is a sell before the next recession</em>&#34; was published in May this year. In that article, I was quite skeptical of the company&#39;s ability to generate substantial net profits due to the company&#39;s price wars with other EV makers. I also noted that despite the numerous price cuts the company was still unable to generate sufficient demand in the key regions it wanted to expand in. But the Q1 2023 earnings reported at the time were substantially better compared to the 3Q 2023.</p><p><strong>1Q 2023</strong></p><p><strong><em>Earnings per share:</em></strong><em> 85 cents adjusted vs 85 cents expected by analysts</em></p><p><strong><em>Revenue:</em></strong><em> $23.33 billion vs $23.21 billion expected by analysts.</em></p><p><strong>3Q 2023</strong></p><p><strong><em>Earnings per share: </em></strong><em>66 cents vs 73 cents per share expected by analysts</em></p><p><strong><em>Revenue:</em></strong><em> $23.35 billion vs $24.1 billion expected by analysts.</em></p><p>Unfortunately for Tesla&#39;s shareholders, the revenues were roughly the same, whilst the EPS decreased significantly. So, it seems that I was right in my skepticism of the most popular carmaker (by market cap) in the U.S. stock market. This is worrying for a high-growth company like Tesla. Investors are normally willing to overpay for high-growth companies&#39; stocks because of the skyrocketing revenues and profits. However, in the earlier work on Tesla, I noticed that the corporation&#39;s EPS seemed to peak at the time.</p><h2 id=\"id_3738246910\">Company&#39;s fundamentals</h2><p>My main point is that Tesla is still valued as a growth star. But the fundamentals are not there. In my view, this is mainly because Tesla has been actively growing its revenues in the last three years. So, Mr. Market decided to value the company as a beautiful growth star.</p><p>On the surface, Tesla&#39;s indicators look great. For example, Tesla&#39;s <em>annual</em> net income has been rising since 2020 at a good pace.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e010f91672ca72d5a907dadfd32b8ae8\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"640\" tg-height=\"402\"/><span>GuruFocus</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2e7d6b1b644e7828585fb24da0c1b47\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"640\" tg-height=\"391\"/><span>GuruFocus</span></p><p>The same is true of the revenue rise as can be seen from the diagram above.</p><p>However, the <em>quarterly</em> revenues and earnings point to a not-so-rosy picture. Since the December 2022 quarter, the revenue growth has stalled. As concerns the net profit, it has been falling since December 2022.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a4692de5b977aac7a142a176f9291df\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"74\"/><span>Seeking Alpha</span></p><p>This can be very well seen from the two diagrams below.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74e76b095f8a8c03eb32c02d00f4e573\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"385\"/><span>Seeking Alpha</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48deda97ed5e7ec5f03180fffebeb5e5\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"388\"/><span>Seeking Alpha</span></p><p>In my previous article, I also wrote about the company&#39;s other business segments apart from the EV sector, namely energy generation and storage. But even though the energy and storage business had a 148% year-on-year growth in the third quarter, the last quarters paint a different picture. Year-on-year sales for the segment jumped to $1.529 billion in Q1 2023. But in the two subsequent quarters, the revenues were almost flat with $1.509 billion in Q2 and $1.559 billion in 3Q.</p><p>Not to mention that Tesla is an EV business that generates 85% of its revenues from car sales. The proportion of the automotive-to-energy generation and storage revenues can be well seen from the graph below. This is obviously not good for the company in terms of diversification.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fb996768bad3d9591bb57aeabdab7a\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"536\" tg-height=\"332\"/><span>GuruFocus</span></p><p>Tesla bulls might also point to the fact the company is enjoying ample liquidity reserves. However, credit rating agencies are not very positive about Tesla.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dbb9966dc1ae9b8226cb70e27eceaf01\" alt=\"GuruFocus\" title=\"GuruFocus\" tg-width=\"528\" tg-height=\"278\"/><span>GuruFocus</span></p><p>Tesla is now rated Ba3 by Moody&#39;s, the agency&#39;s low investment-grade rating even though Tesla’s numbers point to a rating much higher than that.</p><p>According to Moody&#39;s March 2023 release:</p><blockquote><p><em>“The scorecard-indicated outcome using Moody’s Automobile Manufacturers methodology is A2, measured for the last 12 months ended September 30, 2022.&#34; “On a forward-looking basis, the scorecard-indicated outcome remains A2.”</em></p></blockquote><p>But the agency is so skeptical because of Tesla’s narrow product lineup, rising competition, and<em> “corporate governance challenges, with considerable latitude exercised by CEO Elon Musk.”</em></p><p>Earlier on, I wrote about rising competition from Chinese EV-makers Tesla has to deal with. But a lot of investors&#39; enthusiasm, in my opinion, is due to the fact the company&#39;s management is far too optimistic about Tesla&#39;s future innovations and profits. The most obvious example is that of autonomous self-driving. Tesla&#39;s fans have been waiting for Tesla to introduce its first fully autonomous car for several years already. However, this still has not happened yet. The point I am making is that investors seem to be making too many assumptions, thus keeping Tesla&#39;s stock valuations at high levels.</p><h2 id=\"id_2470519126\">Valuations</h2><p>The valuations are also extremely high in spite of the recent stock price correction.</p><p>The table below summarizes Tesla&#39;s key valuation multipliers and also compares these to those of other automakers.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/526d4db8bbc27142659fcd3833bd39b2\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"233\"/><span>Seeking Alpha</span></p><p>The automakers above do not solely produce EVs. They also make traditional cars. But still, the table above gives an idea of how overvalued Tesla is.</p><p>However, historically we can safely say that Tesla&#39;s valuation ratios were even higher than they are now.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e154479e42705294c5d9ba74fafe1f9\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>This is especially true of the company&#39;s P/E ratio.</p><p>The situation with the price-to-free cash flow ratio is less obvious than that. But still, the company&#39;s all-time high of $560 was at the end of 2021.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/74b095dded4468481b20cad6267a3440\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>The P/B ratio is also ridiculously high, given the fact a &#34;normal&#34; P/B is usually between 1 and 3. However, in 2021, it was even higher than that.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dcae159931553725bd30a28c718607\" alt=\"Data by YCharts\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>Data by YCharts</span></p><p>Tesla&#39;s valuations are not at their all-time highs. But still, they are not at their all-time lows. I would say that the company&#39;s stock is far too expensive.</p><p>Below I summarized some key risks for both TSLA&#39;s bulls and bears.</p><h2 id=\"id_461116527\">Upside risks</h2><ul style=\"\"><li><p>Some of Tesla&#39;s innovations can eventually materialize and start generating incredible profits.</p></li><li><p>The stock is highly popular among investors. So, any piece of good news can make TSLA soar.</p></li><li><p>The company is not heading for bankruptcy any time soon. Just the opposite is true. Tesla has ample cash reserves and its debt is reasonable compared to the liquidity it holds.</p></li></ul><h2 id=\"id_3814136021\">Downside risks</h2><ul style=\"\"><li><p>The stock&#39;s volatility is a clear downside risk. It can soar to all-time highs, but it can also fall materially. In 2021, the stock used to cost $400 per share, whilst at the beginning of 2023 it was almost $100 per share.</p></li><li><p>Elon Musk gives far too optimistic forecasts. This is especially true of Tesla&#39;s autonomous driving story.</p></li><li><p>The fact the company&#39;s storage business has not recently recorded too much growth is also a downside risk.</p></li><li><p>The valuations are high.</p></li><li><p>It is likely the global economy will enter a recession.</p></li><li><p>The monetary conditions are very tight and fewer people can afford to buy a new car.</p></li></ul><h2 id=\"id_74419192\">Conclusion</h2><p>Tesla is a very popular company managed by a charismatic and innovative CEO. But all this is already taken into account by the general market. The company&#39;s revenue and profit growth has stalled. Matters could get even worse, given the tight monetary conditions, high competition, and the fact Tesla is far too focused on electric vehicles. At the same time, in spite of the obvious risks, the stock valuations are still ridiculously high compared to most automakers. I would not personally rush to buy TSLA shares. I will rate Tesla, Inc. stock as a HOLD just because the company is in pretty good financial shape thanks to ample amounts of liquidity.</p></body></html>","source":"seekingalpha","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>Tesla Is No Longer A Growth Stock?</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\">\nTesla Is No Longer A Growth Stock?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-07 16:10 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4647990-tesla-is-no-longer-a-growth-stock><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. Q3 2023 earnings disappointed investors and analysts, with sales and EPS below estimates.Operating profit margin, gross profit, and adjusted EBITDA margins have been falling for several ...</p>\n\n<a href=\"https://seekingalpha.com/article/4647990-tesla-is-no-longer-a-growth-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4550":"红杉资本持仓","BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://seekingalpha.com/article/4647990-tesla-is-no-longer-a-growth-stock","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2381704711","content_text":"Tesla, Inc. Q3 2023 earnings disappointed investors and analysts, with sales and EPS below estimates.Operating profit margin, gross profit, and adjusted EBITDA margins have been falling for several quarters.Demand for EVs is not growing despite discounts, and the Cybertruck announcement may take even longer to generate positive cash flows.The company has ample liquidity reserves.Tesla is ridiculously overvalued, given the fact the company is no longer a growth star.SimonSkafarTesla, Inc. (NASDAQ:TSLA) has recently reported its Q3 2023 earnings results. These disappointed many investors and market analysts because both the electric vehicle (\"EV\") maker's sales and EPS were below estimates. The net profit was also substantially lower compared to the same period a year ago. TSLA stock has corrected somewhat since the report's publication, but is still trading quite high, in my opinion. The Cybertruck announcement does not paint a very good picture, either. I was right in my previous rather pessimistic view of Tesla's stock, it seems. Even my earlier thesis on Tesla's wonderful prospects for its energy and storage business seems to be quite exaggerated now. But let me explain all this in some more detail.Tesla's earningsA lot has already been written about Tesla's earnings release. So, I will just touch on the key points.In short, the adjusted earnings per share totaled 66 cents vs 73 cents per share expected, whilst the revenues totaled $23.35 billion vs $24.1 billion expected.TeslaAll that does not look inspiring. But let us have a look at Tesla in charts and we can really see that Tesla's efficiency is not rising, indeed.This is especially true of its operating profit margin. But other indicators, including the gross profit and the adjusted EBITDA margins, have been falling for a few quarters as well.Seeking AlphaSeeking AlphaSeeking AlphaYou might be saying that the automotive revenues have been quite stable for several quarters. But both the total deliveries and the total EV production have decreased in the last quarter QOQ. At the same time, the last reported period was the first one since Q2 2022 when the total production and deliveries saw a substantial decline.Seeking AlphaOther newsThe most problematic part of the story is that the demand for EVs is not growing in spite of all the numerous discounts. But CEO Elon Musk aims to deliver the 1.8 million EVs in 2023. Tesla's CEO is willing to offer further discounts in order to reach this target. In my view, it might not be reasonable to have the \"whatever it takes\" approach to delivering a fixed number of vehicles by a certain date, given the fact numerous price cuts have already been made, whilst the company's margins are at the lowest in 2 years.A lot of news agencies also reported Tesla's announcement on Cybertruck. By the way, most of the rise in the company's operating expenses was due to \"Cybertruck, artificial intelligence initiatives, and other projects.\" In his earnings call, Musk said he expected that it would \"take a year to 18 months before [Cybertruck] is a significant positive cashflow contributor.\"During the conference call, Musk said that Tesla will end up producing around 250,000 Cybertruck units per year. But Tesla's CEO also added the corporation would reach that output sometime in 2025. According to Musk's projections, \"it will take a year to 18 months before [the Cybertruck] is a significant positive cashflow contributor.\" However, the company still has not released prices or key specifications that would affect Cybertruck's demand and profits. So, it is highly likely that Cybertruck would take even more time to generate positive cash flows for Tesla.Recap of my previous articleThe article \"Tesla stock is a sell before the next recession\" was published in May this year. In that article, I was quite skeptical of the company's ability to generate substantial net profits due to the company's price wars with other EV makers. I also noted that despite the numerous price cuts the company was still unable to generate sufficient demand in the key regions it wanted to expand in. But the Q1 2023 earnings reported at the time were substantially better compared to the 3Q 2023.1Q 2023Earnings per share: 85 cents adjusted vs 85 cents expected by analystsRevenue: $23.33 billion vs $23.21 billion expected by analysts.3Q 2023Earnings per share: 66 cents vs 73 cents per share expected by analystsRevenue: $23.35 billion vs $24.1 billion expected by analysts.Unfortunately for Tesla's shareholders, the revenues were roughly the same, whilst the EPS decreased significantly. So, it seems that I was right in my skepticism of the most popular carmaker (by market cap) in the U.S. stock market. This is worrying for a high-growth company like Tesla. Investors are normally willing to overpay for high-growth companies' stocks because of the skyrocketing revenues and profits. However, in the earlier work on Tesla, I noticed that the corporation's EPS seemed to peak at the time.Company's fundamentalsMy main point is that Tesla is still valued as a growth star. But the fundamentals are not there. In my view, this is mainly because Tesla has been actively growing its revenues in the last three years. So, Mr. Market decided to value the company as a beautiful growth star.On the surface, Tesla's indicators look great. For example, Tesla's annual net income has been rising since 2020 at a good pace.GuruFocusGuruFocusThe same is true of the revenue rise as can be seen from the diagram above.However, the quarterly revenues and earnings point to a not-so-rosy picture. Since the December 2022 quarter, the revenue growth has stalled. As concerns the net profit, it has been falling since December 2022.Seeking AlphaThis can be very well seen from the two diagrams below.Seeking AlphaSeeking AlphaIn my previous article, I also wrote about the company's other business segments apart from the EV sector, namely energy generation and storage. But even though the energy and storage business had a 148% year-on-year growth in the third quarter, the last quarters paint a different picture. Year-on-year sales for the segment jumped to $1.529 billion in Q1 2023. But in the two subsequent quarters, the revenues were almost flat with $1.509 billion in Q2 and $1.559 billion in 3Q.Not to mention that Tesla is an EV business that generates 85% of its revenues from car sales. The proportion of the automotive-to-energy generation and storage revenues can be well seen from the graph below. This is obviously not good for the company in terms of diversification.GuruFocusTesla bulls might also point to the fact the company is enjoying ample liquidity reserves. However, credit rating agencies are not very positive about Tesla.GuruFocusTesla is now rated Ba3 by Moody's, the agency's low investment-grade rating even though Tesla’s numbers point to a rating much higher than that.According to Moody's March 2023 release:“The scorecard-indicated outcome using Moody’s Automobile Manufacturers methodology is A2, measured for the last 12 months ended September 30, 2022.\" “On a forward-looking basis, the scorecard-indicated outcome remains A2.”But the agency is so skeptical because of Tesla’s narrow product lineup, rising competition, and “corporate governance challenges, with considerable latitude exercised by CEO Elon Musk.”Earlier on, I wrote about rising competition from Chinese EV-makers Tesla has to deal with. But a lot of investors' enthusiasm, in my opinion, is due to the fact the company's management is far too optimistic about Tesla's future innovations and profits. The most obvious example is that of autonomous self-driving. Tesla's fans have been waiting for Tesla to introduce its first fully autonomous car for several years already. However, this still has not happened yet. The point I am making is that investors seem to be making too many assumptions, thus keeping Tesla's stock valuations at high levels.ValuationsThe valuations are also extremely high in spite of the recent stock price correction.The table below summarizes Tesla's key valuation multipliers and also compares these to those of other automakers.Seeking AlphaThe automakers above do not solely produce EVs. They also make traditional cars. But still, the table above gives an idea of how overvalued Tesla is.However, historically we can safely say that Tesla's valuation ratios were even higher than they are now.Data by YChartsThis is especially true of the company's P/E ratio.The situation with the price-to-free cash flow ratio is less obvious than that. But still, the company's all-time high of $560 was at the end of 2021.Data by YChartsThe P/B ratio is also ridiculously high, given the fact a \"normal\" P/B is usually between 1 and 3. However, in 2021, it was even higher than that.Data by YChartsTesla's valuations are not at their all-time highs. But still, they are not at their all-time lows. I would say that the company's stock is far too expensive.Below I summarized some key risks for both TSLA's bulls and bears.Upside risksSome of Tesla's innovations can eventually materialize and start generating incredible profits.The stock is highly popular among investors. So, any piece of good news can make TSLA soar.The company is not heading for bankruptcy any time soon. Just the opposite is true. Tesla has ample cash reserves and its debt is reasonable compared to the liquidity it holds.Downside risksThe stock's volatility is a clear downside risk. It can soar to all-time highs, but it can also fall materially. In 2021, the stock used to cost $400 per share, whilst at the beginning of 2023 it was almost $100 per share.Elon Musk gives far too optimistic forecasts. This is especially true of Tesla's autonomous driving story.The fact the company's storage business has not recently recorded too much growth is also a downside risk.The valuations are high.It is likely the global economy will enter a recession.The monetary conditions are very tight and fewer people can afford to buy a new car.ConclusionTesla is a very popular company managed by a charismatic and innovative CEO. But all this is already taken into account by the general market. The company's revenue and profit growth has stalled. Matters could get even worse, given the tight monetary conditions, high competition, and the fact Tesla is far too focused on electric vehicles. At the same time, in spite of the obvious risks, the stock valuations are still ridiculously high compared to most automakers. I would not personally rush to buy TSLA shares. 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&nbsp;17号火箭不发射选择和财报一天可能和特斯拉股价有关。3 这次财报选择在盘后发布是不是为了淡化业绩影响股价？4 从大环境角度看银行业危机貌似已经过去了美联储5-6月有可能不会降息！ 韭菜们欢迎指点！","text":"$特斯拉(TSLA)$ 明天的财报韭菜们怎么看？我猜测几点，1 每年汽车销量1-2季度是最不活跃的 2 17号火箭不发射选择和财报一天可能和特斯拉股价有关。3 这次财报选择在盘后发布是不是为了淡化业绩影响股价？4 从大环境角度看银行业危机貌似已经过去了美联储5-6月有可能不会降息！ 韭菜们欢迎指点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/651262360","isVote":1,"tweetType":1,"viewCount":1923,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515588770624587","authorId":"3515588770624587","name":"输钱赢经验","avatar":"https://static.tigerbbs.com/141a96b0d0be68c6ee1a85875ffc1d59","crmLevel":1,"crmLevelSwitch":0},"content":"涨还是跌，说明白点","text":"涨还是跌，说明白点","html":"涨还是跌，说明白点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653553777,"gmtCreate":1681138437400,"gmtModify":1681138439414,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>两万到手撤退","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>两万到手撤退","text":"$特斯拉(TSLA)$ 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太刺激了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/650153888","isVote":1,"tweetType":1,"viewCount":3403,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561691351616855","authorId":"3561691351616855","name":"随星所欲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"一时冲动 少了几个w","text":"一时冲动 少了几个w","html":"一时冲动 少了几个w"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627496578,"gmtCreate":1678491223694,"gmtModify":1678491224895,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>没想到05上车都被割[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday 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没想到05上车都被割[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/627496578","isVote":1,"tweetType":1,"viewCount":1298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627881119,"gmtCreate":1678195804631,"gmtModify":1678196008281,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"今晚又是腥风血雨的一晚，要么下半夜暴涨要么暴跌","listText":"今晚又是腥风血雨的一晚，要么下半夜暴涨要么暴跌","text":"今晚又是腥风血雨的一晚，要么下半夜暴涨要么暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627881119","repostId":"627881068","repostType":1,"repost":{"id":627881068,"gmtCreate":1678195480755,"gmtModify":1678195481819,"author":{"id":"3548243647160644","authorId":"3548243647160644","name":"终于爬出来","avatar":"https://static.tigerbbs.com/f02507bf20fd995bde7b219f02171b94","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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又完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627881068","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627004263,"gmtCreate":1677750004752,"gmtModify":1677750006542,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"国内就有技术团队观察到特斯拉在进行相关研究？技术团队不好好研发天天偷偷摸摸观察别人！","listText":"国内就有技术团队观察到特斯拉在进行相关研究？技术团队不好好研发天天偷偷摸摸观察别人！","text":"国内就有技术团队观察到特斯拉在进行相关研究？技术团队不好好研发天天偷偷摸摸观察别人！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627004263","repostId":"2316982470","repostType":2,"repost":{"id":"2316982470","pubTimestamp":1677747000,"share":"https://www.laohu8.com/m/news/2316982470?lang=&edition=full","pubTime":"2023-03-02 16:50","market":"us","language":"zh","title":"独家｜特斯拉下一代永磁电机不用稀土？业内专家：完全有可能！","url":"https://stock-news.laohu8.com/highlight/detail?id=2316982470","media":"第一财经","summary":"消息面上，特斯拉动力系统和能源工程高级副总裁德鲁·巴格里诺在公司投资者日活动上表示，特斯拉的下一代永磁电机将完全不使用稀土材料，以降低电子设备的复杂性和成本，但特斯拉未公布准备用何种方式替代稀土。所以从技术突破上来说永磁电机不依赖稀土是有技术路径的，下一步需要观察特斯拉的技术成果和相关的设计效果。","content":"<div>\n<p>3月2日上午，A股稀土板块开盘遭重挫，指数跌幅超过5%。消息面上，特斯拉动力系统和能源工程高级副总裁德鲁·巴格里诺在公司投资者日活动上表示，特斯拉的下一代永磁电机将完全不使用稀土材料，以降低电子设备的复杂性和成本，但特斯拉未公布准备用何种方式替代稀土。对此，电机专家、上海交通大学电气工程系副主任王志新教授对第一财经表示，据其了解，虽然外界对特斯拉相关表态感觉非常震撼，甚至怀疑能否实现，但其实早在5...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030216521282b96a01&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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\" 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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独家｜特斯拉下一代永磁电机不用稀土？业内专家：完全有可能！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-02 16:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030216521282b96a01&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月2日上午，A股稀土板块开盘遭重挫，指数跌幅超过5%。消息面上，特斯拉动力系统和能源工程高级副总裁德鲁·巴格里诺在公司投资者日活动上表示，特斯拉的下一代永磁电机将完全不使用稀土材料，以降低电子设备的复杂性和成本，但特斯拉未公布准备用何种方式替代稀土。对此，电机专家、上海交通大学电气工程系副主任王志新教授对第一财经表示，据其了解，虽然外界对特斯拉相关表态感觉非常震撼，甚至怀疑能否实现，但其实早在5...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023030216521282b96a01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH 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data-views=\"1\"></v-v>像一条咸鱼 躺平的咸鱼&nbsp;","text":"$蔚来(NIO)$ 像一条咸鱼 躺平的咸鱼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624074974","isVote":1,"tweetType":1,"viewCount":280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626760519,"gmtCreate":1674878255731,"gmtModify":1674878258039,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"做空的时候使劲黑，做多的时候跪舔","listText":"做空的时候使劲黑，做多的时候跪舔","text":"做空的时候使劲黑，做多的时候跪舔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626760519","repostId":"2306826062","repostType":2,"repost":{"id":"2306826062","pubTimestamp":1674875509,"share":"https://www.laohu8.com/m/news/2306826062?lang=&edition=full","pubTime":"2023-01-28 11:11","market":"us","language":"zh","title":"6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？","url":"https://stock-news.laohu8.com/highlight/detail?id=2306826062","media":"华尔街见闻","summary":"好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。在广泛的结果范围内，我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。在特斯拉公布业绩后，约64%的分析师将该公司的股票评为“买入”评级，平均目标价约为每股206美元。","content":"<html><body><article><p>好于预期的财报数字，使<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>六天连涨40%，也让曾经的“铁粉”大摩回心转意。</p><p>自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，<strong>本周累涨逾33%，是2013年5月以来的最佳周度表现。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20230128111151171d197wqyulwgmveg\"/><p><strong>过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。</strong></p><p>华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度<span>营业收入</span>连续两个月创新高，<span>营业利润</span>和<span>净利润</span>也均创单季历史新高，收入和利润均高于华尔街预期：四季度营业收入243.18亿美元，同比增长37%；调整后净利润为41.06亿美元，同比增长43%，刷新一季度创下的新高；而<span>每股收益</span>达到1.19美元，同比增长40%。</p><p>在当下市场对汽车行业越来越多的怀疑中，特斯拉公布了好于预期的利润，发出了强势信号。<strong>“铁粉”回归</strong></p><p>特斯拉公布好于预期业绩数据后，超过半数华尔街分析师转而开始唱多，原来最“力挺”特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也不例外。</p><p>“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示，选择特斯拉为其“首选”(top pick)，并将其目标价定为220美元：</p><p>我不太确定这一点。<strong>虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。</strong></p><p>对于特斯拉来说，<strong>还有一个永远存在的背景风险，那就是“公司特有的”特异性和情绪相关的因素，</strong>这些因素也可以使公司不断向两个方向摆动。</p><p>在广泛的结果范围内，<strong>我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。</strong></p><p>Adam Jonas还表达了对特斯拉降价导致利润率压缩的担忧：</p><p>正如我们本周所指出的，虽然业绩走势很好，但这是以利润率为代价的：第四季度，特斯拉的汽车毛利率为25.9%，比30.6%大幅下降了466bps，而且没有达到预期的28.4%。</p><p><strong>利润率大幅下降的原因很可能与该公司悄悄降价和仍在上升的商品成本有关。</strong>汽车毛利率的下降也打击了总的毛利率，与去年同期的27.4%相比，毛利率下降到23.8%，也没有达到预期的25.4%。</p><p>在特斯拉公布业绩后，约64%的分析师将该公司的股票评为“买入”评级，平均目标价约为每股206美元。根据FactSet的数据，<strong>这是特斯拉有史以来最高的买入评级比率，</strong>标普500指数成份股的平均买入评级比率约为58%。</p><p>尽管分析师们都不约而同警告了特斯拉下降的利润率，也有分析师认为这有利于特斯拉在同行业的竞争中胜出。</p><p>Wedbush分析师Dan Ives表示：</p><p>虽然在短期内，特斯拉为更高的销量牺牲了利润率，但我们认为这是明智之举，旨在奠定客户基础，抵御来自底特律（美国传统汽车业）和欧洲日益激烈的电动汽车竞争。</p></article></body></html>","source":"tencent","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>6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？</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\">\n6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-28 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，本周累涨逾33%，是2013年5月以来的最佳周度表现。过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度营业收入连续两个月创新高，营业利润和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2306826062","content_text":"好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，本周累涨逾33%，是2013年5月以来的最佳周度表现。过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度营业收入连续两个月创新高，营业利润和净利润也均创单季历史新高，收入和利润均高于华尔街预期：四季度营业收入243.18亿美元，同比增长37%；调整后净利润为41.06亿美元，同比增长43%，刷新一季度创下的新高；而每股收益达到1.19美元，同比增长40%。在当下市场对汽车行业越来越多的怀疑中，特斯拉公布了好于预期的利润，发出了强势信号。“铁粉”回归特斯拉公布好于预期业绩数据后，超过半数华尔街分析师转而开始唱多，原来最“力挺”特斯拉的摩根士丹利也不例外。“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示，选择特斯拉为其“首选”(top pick)，并将其目标价定为220美元：我不太确定这一点。虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。对于特斯拉来说，还有一个永远存在的背景风险，那就是“公司特有的”特异性和情绪相关的因素，这些因素也可以使公司不断向两个方向摆动。在广泛的结果范围内，我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。Adam 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两万到手撤退","images":[{"img":"https://static.tigerbbs.com/f8392acbe38d804be26fbcc948c01bb4","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/653553777","isVote":1,"tweetType":1,"viewCount":1571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":626760519,"gmtCreate":1674878255731,"gmtModify":1674878258039,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"做空的时候使劲黑，做多的时候跪舔","listText":"做空的时候使劲黑，做多的时候跪舔","text":"做空的时候使劲黑，做多的时候跪舔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/626760519","repostId":"2306826062","repostType":2,"repost":{"id":"2306826062","pubTimestamp":1674875509,"share":"https://www.laohu8.com/m/news/2306826062?lang=&edition=full","pubTime":"2023-01-28 11:11","market":"us","language":"zh","title":"6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？","url":"https://stock-news.laohu8.com/highlight/detail?id=2306826062","media":"华尔街见闻","summary":"好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。在广泛的结果范围内，我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。在特斯拉公布业绩后，约64%的分析师将该公司的股票评为“买入”评级，平均目标价约为每股206美元。","content":"<html><body><article><p>好于预期的财报数字，使<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>六天连涨40%，也让曾经的“铁粉”大摩回心转意。</p><p>自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，<strong>本周累涨逾33%，是2013年5月以来的最佳周度表现。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20230128111151171d197wqyulwgmveg\"/><p><strong>过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。</strong></p><p>华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度<span>营业收入</span>连续两个月创新高，<span>营业利润</span>和<span>净利润</span>也均创单季历史新高，收入和利润均高于华尔街预期：四季度营业收入243.18亿美元，同比增长37%；调整后净利润为41.06亿美元，同比增长43%，刷新一季度创下的新高；而<span>每股收益</span>达到1.19美元，同比增长40%。</p><p>在当下市场对汽车行业越来越多的怀疑中，特斯拉公布了好于预期的利润，发出了强势信号。<strong>“铁粉”回归</strong></p><p>特斯拉公布好于预期业绩数据后，超过半数华尔街分析师转而开始唱多，原来最“力挺”特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也不例外。</p><p>“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示，选择特斯拉为其“首选”(top pick)，并将其目标价定为220美元：</p><p>我不太确定这一点。<strong>虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。</strong></p><p>对于特斯拉来说，<strong>还有一个永远存在的背景风险，那就是“公司特有的”特异性和情绪相关的因素，</strong>这些因素也可以使公司不断向两个方向摆动。</p><p>在广泛的结果范围内，<strong>我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。</strong></p><p>Adam Jonas还表达了对特斯拉降价导致利润率压缩的担忧：</p><p>正如我们本周所指出的，虽然业绩走势很好，但这是以利润率为代价的：第四季度，特斯拉的汽车毛利率为25.9%，比30.6%大幅下降了466bps，而且没有达到预期的28.4%。</p><p><strong>利润率大幅下降的原因很可能与该公司悄悄降价和仍在上升的商品成本有关。</strong>汽车毛利率的下降也打击了总的毛利率，与去年同期的27.4%相比，毛利率下降到23.8%，也没有达到预期的25.4%。</p><p>在特斯拉公布业绩后，约64%的分析师将该公司的股票评为“买入”评级，平均目标价约为每股206美元。根据FactSet的数据，<strong>这是特斯拉有史以来最高的买入评级比率，</strong>标普500指数成份股的平均买入评级比率约为58%。</p><p>尽管分析师们都不约而同警告了特斯拉下降的利润率，也有分析师认为这有利于特斯拉在同行业的竞争中胜出。</p><p>Wedbush分析师Dan Ives表示：</p><p>虽然在短期内，特斯拉为更高的销量牺牲了利润率，但我们认为这是明智之举，旨在奠定客户基础，抵御来自底特律（美国传统汽车业）和欧洲日益激烈的电动汽车竞争。</p></article></body></html>","source":"tencent","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>6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？</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\">\n6天暴力反弹40%！“铁粉”大摩重申特斯拉为“首选”，最难熬的低点已过？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-28 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，本周累涨逾33%，是2013年5月以来的最佳周度表现。过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度营业收入连续两个月创新高，营业利润和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2306826062","content_text":"好于预期的财报数字，使特斯拉六天连涨40%，也让曾经的“铁粉”大摩回心转意。自本周发布业绩以来，特斯拉股价持续大幅走高，目前股价已较几周前的近期低点高出70%以上，本周累涨逾33%，是2013年5月以来的最佳周度表现。过去的一年中，特斯拉自高峰下跌了70%以上，这也使得任何比预期更好的消息，都可能推动股价大幅走高。华尔街见闻早些时候曾介绍，财报显示，特斯拉四季度营业收入连续两个月创新高，营业利润和净利润也均创单季历史新高，收入和利润均高于华尔街预期：四季度营业收入243.18亿美元，同比增长37%；调整后净利润为41.06亿美元，同比增长43%，刷新一季度创下的新高；而每股收益达到1.19美元，同比增长40%。在当下市场对汽车行业越来越多的怀疑中，特斯拉公布了好于预期的利润，发出了强势信号。“铁粉”回归特斯拉公布好于预期业绩数据后，超过半数华尔街分析师转而开始唱多，原来最“力挺”特斯拉的摩根士丹利也不例外。“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示，选择特斯拉为其“首选”(top pick)，并将其目标价定为220美元：我不太确定这一点。虽然我们重申特斯拉是我们的首选，目标价为220美元，但加上持续的宏观和地缘政治的不确定性，我们认为23财年是汽车价格通胀转为通缩的一年。对于特斯拉来说，还有一个永远存在的背景风险，那就是“公司特有的”特异性和情绪相关的因素，这些因素也可以使公司不断向两个方向摆动。在广泛的结果范围内，我们可能看到特斯拉将在上半年试探新的低点，然后反弹超过220美元的价格。Adam Jonas还表达了对特斯拉降价导致利润率压缩的担忧：正如我们本周所指出的，虽然业绩走势很好，但这是以利润率为代价的：第四季度，特斯拉的汽车毛利率为25.9%，比30.6%大幅下降了466bps，而且没有达到预期的28.4%。利润率大幅下降的原因很可能与该公司悄悄降价和仍在上升的商品成本有关。汽车毛利率的下降也打击了总的毛利率，与去年同期的27.4%相比，毛利率下降到23.8%，也没有达到预期的25.4%。在特斯拉公布业绩后，约64%的分析师将该公司的股票评为“买入”评级，平均目标价约为每股206美元。根据FactSet的数据，这是特斯拉有史以来最高的买入评级比率，标普500指数成份股的平均买入评级比率约为58%。尽管分析师们都不约而同警告了特斯拉下降的利润率，也有分析师认为这有利于特斯拉在同行业的竞争中胜出。Wedbush分析师Dan Ives表示：虽然在短期内，特斯拉为更高的销量牺牲了利润率，但我们认为这是明智之举，旨在奠定客户基础，抵御来自底特律（美国传统汽车业）和欧洲日益激烈的电动汽车竞争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660632297,"gmtCreate":1661617880222,"gmtModify":1661652692391,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"可拉到吧，跌是因为美联储加息，说了那么多扯啥呢","listText":"可拉到吧，跌是因为美联储加息，说了那么多扯啥呢","text":"可拉到吧，跌是因为美联储加息，说了那么多扯啥呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660632297","repostId":"2262379134","repostType":2,"repost":{"id":"2262379134","pubTimestamp":1661586762,"share":"https://www.laohu8.com/m/news/2262379134?lang=&edition=full","pubTime":"2022-08-27 15:52","market":"us","language":"zh","title":"特斯拉拆股魔术失灵？是中国市场变了","url":"https://stock-news.laohu8.com/highlight/detail?id=2262379134","media":"观察者网","summary":"次日，特斯拉股价再度下跌2.7%，报收288.09美元。中国因素带飞投资人2020年8月，特斯拉首次拆股。而特斯拉的首度拆股也的确获得了股民们的青睐。其次，得益于中国对于疫情迅速且有效地管控，特斯拉也迅速凭借在中国稳定的供应链体系，同时满足中国和海外市场需求。数据显示，2020年全年，特斯拉全年交付超过49万辆，同比增幅超60%，其中，中国市场贡献近15万辆，占比29.6%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20220827160349162d201qlh4ik0rwam\"/><p>（文/张家栋 编辑/周远方）</p><p>8月24日的美股盘后，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正式完成两年内的第二次拆股。</p><p>两年前首次拆股次日，特斯拉股价大涨12.5%，随后更是全年暴涨7倍。</p><p>但这次，股价已连跌两天。</p><p>虽然说资本市场的涨跌乃兵家常事，不过相较于之前的盛况，如今新操作下的“二次助推”，显然有点哑火。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220827160350447d201frjunzlzyha\"/><p>8月25日，特斯拉二次拆股后的首日开盘价为302美元，收盘价为296.07美元，下跌2%。次日，特斯拉股价再度下跌2.7%，报收288.09美元。</p><p>就目前看，两次拆股的结果已截然不同，这并非偶然，中国市场上的竞争形势变化，至少是重要因素之一。</p><p>两年前，拥有新技术和理念的特斯拉选择拥抱中国产能和市场，叠加中国率先控制新冠疫情的因素，助力特斯拉摘得全球新能源车桂冠。</p><p>但如今，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场开始百花齐放，特斯拉的强劲对手越来越多，其一枝独秀的市场地位正被逐渐蚕食。另一方面，在疫情、芯片与经济大环境等因素的影响下，上半年欧洲、美国、日本等汽车市场的容量下滑10%以上，对特斯拉的海外布局造成不小压力。</p><p>白热化的中国新能源车市场，已经整体领先欧美，观察者网专栏作者卢晓表示，“如今，中国在综合性、系统性创新的赛道上，马斯克的前瞻性已然不足以覆盖全产业了。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220827160359314d201unx0nrmf2cw\"/><p><strong>中国因素带飞投资人</strong></p><p>2020年8月，特斯拉首次拆股。</p><p>对投资者而言，拆股并不影响股票持有者的股票价值，按照当年特斯拉股价一拆五的方式计算，当年特斯拉股民原持有的1500美元价值股票在分割后，最终变为5份单股价值300美元的股票，即用户总<span>资产</span>不变，但特斯拉的流通股数量却增加了4倍。</p><p>通常情况下，公司在股价大幅上涨时进行股票分拆，单股价格的下降将更有利于吸引更为广泛的买家。</p><p>而特斯拉的首度拆股也的确获得了股民们的青睐。数据显示，特斯拉在第一次拆股后的首个交易日股价就上涨了12.5%，市值超4500亿美元。在股价的飙升下，马斯克身家也在单日暴涨117亿美元，达到1154亿美元，挤下扎克伯格成为世界第三大富豪。</p><p>不过，2020年全年，特斯拉股价近7倍的上涨最终引发华尔街分析师对其估值的担忧。彭博社在报道中援引<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师的说法，“我们无法从根本上解释，股票拆分是如何立即使特斯拉的市值增加近1.5倍于<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的市值，或者一整个大众汽车的市值。”</p><p>香颂资本执行董事沈萌认为：特斯拉拆股后股价是否上涨应取决于全球新能源汽车市场的趋势，以及美股市场的表现，与拆不拆股无关。</p><p>回看2020年的特斯拉，企业的成长性和市场情绪因素共同助推特斯拉股价飞涨。</p><p>面对新冠疫情冲击，彼时的传统车企均遭遇到不同程度的停产、门店关停的影响。据统计，仅2020年一季度，包括戴姆勒、大众、FCA、<a href=\"https://laohu8.com/S/0NQ9.UK\">标致</a>雪铁龙集团PSA等在内的12家海外车企已经关停或计划关停的工厂将超过100家。</p><p>但特斯拉却呈现出与其他车企全然不同的走向。</p><p>彼时，马斯克刚刚经历了Model 3的全球爆火，正困于“产能地狱”，2019年年末，上海超级工厂在短短一年内建成投产带来的交付量提升，特斯拉来说无异于“瞌睡递上枕头”。</p><p>其次，得益于中国对于疫情迅速且有效地管控，特斯拉也迅速凭借在中国稳定的供应链体系，同时满足中国和海外市场需求。受益于本土化的产业链，国产特斯拉Model 3甚至较进口版本便宜近5万元。</p><p>同样受益于疫情管控成果，中国市场需求从2020年下半年开始强势反弹，全年车市销量仅下降2%，也远优于全球市场13%的整体降幅。数据显示，2020年全年，特斯拉全年交付超过49万辆，同比增幅超60%，其中，中国市场贡献近15万辆，占比29.6%。依仗中国市场，特斯拉在全球的影响力迅速提升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20220827160411868d201l2itd3ppm8d\"/><p>当时大众、通用等传统巨头刚刚处于电动化转型战略的制定阶段；中国“新势力”们仅有不到10年的技术沉淀。而特斯拉已经拥有高能量密度电芯、优质工业化设计、智能化软件系统几乎可称无敌天下。</p></article></body></html>","source":"tencent","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>特斯拉拆股魔术失灵？是中国市场变了</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; 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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特斯拉拆股魔术失灵？是中国市场变了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-27 15:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208271604128058640e&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（文/张家栋 编辑/周远方）8月24日的美股盘后，特斯拉正式完成两年内的第二次拆股。两年前首次拆股次日，特斯拉股价大涨12.5%，随后更是全年暴涨7倍。但这次，股价已连跌两天。虽然说资本市场的涨跌乃兵家常事，不过相较于之前的盛况，如今新操作下的“二次助推”，显然有点哑火。8月25日，特斯拉二次拆股后的首日开盘价为302美元，收盘价为296.07美元，下跌2%。次日，特斯拉股价再度下跌2.7%，报收...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208271604128058640e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4574":"无人驾驶","BK4581":"高盛持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202208271604128058640e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2262379134","content_text":"（文/张家栋 编辑/周远方）8月24日的美股盘后，特斯拉正式完成两年内的第二次拆股。两年前首次拆股次日，特斯拉股价大涨12.5%，随后更是全年暴涨7倍。但这次，股价已连跌两天。虽然说资本市场的涨跌乃兵家常事，不过相较于之前的盛况，如今新操作下的“二次助推”，显然有点哑火。8月25日，特斯拉二次拆股后的首日开盘价为302美元，收盘价为296.07美元，下跌2%。次日，特斯拉股价再度下跌2.7%，报收288.09美元。就目前看，两次拆股的结果已截然不同，这并非偶然，中国市场上的竞争形势变化，至少是重要因素之一。两年前，拥有新技术和理念的特斯拉选择拥抱中国产能和市场，叠加中国率先控制新冠疫情的因素，助力特斯拉摘得全球新能源车桂冠。但如今，中国新能源车市场开始百花齐放，特斯拉的强劲对手越来越多，其一枝独秀的市场地位正被逐渐蚕食。另一方面，在疫情、芯片与经济大环境等因素的影响下，上半年欧洲、美国、日本等汽车市场的容量下滑10%以上，对特斯拉的海外布局造成不小压力。白热化的中国新能源车市场，已经整体领先欧美，观察者网专栏作者卢晓表示，“如今，中国在综合性、系统性创新的赛道上，马斯克的前瞻性已然不足以覆盖全产业了。”中国因素带飞投资人2020年8月，特斯拉首次拆股。对投资者而言，拆股并不影响股票持有者的股票价值，按照当年特斯拉股价一拆五的方式计算，当年特斯拉股民原持有的1500美元价值股票在分割后，最终变为5份单股价值300美元的股票，即用户总资产不变，但特斯拉的流通股数量却增加了4倍。通常情况下，公司在股价大幅上涨时进行股票分拆，单股价格的下降将更有利于吸引更为广泛的买家。而特斯拉的首度拆股也的确获得了股民们的青睐。数据显示，特斯拉在第一次拆股后的首个交易日股价就上涨了12.5%，市值超4500亿美元。在股价的飙升下，马斯克身家也在单日暴涨117亿美元，达到1154亿美元，挤下扎克伯格成为世界第三大富豪。不过，2020年全年，特斯拉股价近7倍的上涨最终引发华尔街分析师对其估值的担忧。彭博社在报道中援引摩根士丹利分析师的说法，“我们无法从根本上解释，股票拆分是如何立即使特斯拉的市值增加近1.5倍于通用汽车的市值，或者一整个大众汽车的市值。”香颂资本执行董事沈萌认为：特斯拉拆股后股价是否上涨应取决于全球新能源汽车市场的趋势，以及美股市场的表现，与拆不拆股无关。回看2020年的特斯拉，企业的成长性和市场情绪因素共同助推特斯拉股价飞涨。面对新冠疫情冲击，彼时的传统车企均遭遇到不同程度的停产、门店关停的影响。据统计，仅2020年一季度，包括戴姆勒、大众、FCA、标致雪铁龙集团PSA等在内的12家海外车企已经关停或计划关停的工厂将超过100家。但特斯拉却呈现出与其他车企全然不同的走向。彼时，马斯克刚刚经历了Model 3的全球爆火，正困于“产能地狱”，2019年年末，上海超级工厂在短短一年内建成投产带来的交付量提升，特斯拉来说无异于“瞌睡递上枕头”。其次，得益于中国对于疫情迅速且有效地管控，特斯拉也迅速凭借在中国稳定的供应链体系，同时满足中国和海外市场需求。受益于本土化的产业链，国产特斯拉Model 3甚至较进口版本便宜近5万元。同样受益于疫情管控成果，中国市场需求从2020年下半年开始强势反弹，全年车市销量仅下降2%，也远优于全球市场13%的整体降幅。数据显示，2020年全年，特斯拉全年交付超过49万辆，同比增幅超60%，其中，中国市场贡献近15万辆，占比29.6%。依仗中国市场，特斯拉在全球的影响力迅速提升。当时大众、通用等传统巨头刚刚处于电动化转型战略的制定阶段；中国“新势力”们仅有不到10年的技术沉淀。而特斯拉已经拥有高能量密度电芯、优质工业化设计、智能化软件系统几乎可称无敌天下。","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658655673,"gmtCreate":1682608999193,"gmtModify":1682609000321,"author":{"id":"4097317699110410","authorId":"4097317699110410","name":"运_命","avatar":"https://static.tigerbbs.com/52b1f88e8793398c73a0219aae996522","crmLevel":9,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>大盘都这样了特斯拉还这么疲软，估计下半夜150","listText":"<a 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