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沃金通寶

沃金通寶

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04-04

‍🔥‍🔥‍🔥‍🔥

04-04

$特斯拉(TSLA)$

03-27

$特斯拉(TSLA)$

03-25

$特斯拉(TSLA)$

01-13

$特斯拉(TSLA)$

03-27

$特斯拉(TSLA)$

01-13

$特斯拉(TSLA)$

04-26

这篇文章不错，转发给大家看看

@交易员Bazinga:特斯拉的豪赌

04-13

这篇文章不错，转发给大家看看

抱歉，原内容已删除

03-31

$特斯拉(TSLA)$

去老虎APP查看更多动态

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的与其它大模型的商战，还要时不时在","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556771352133960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553200249374696,"gmtCreate":1776093293167,"gmtModify":1776093295670,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553200249374696","repostId":"1147138180","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549739665454952,"gmtCreate":1775235690937,"gmtModify":1775240754582,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"‍🔥‍🔥‍🔥‍🔥","listText":"‍🔥‍🔥‍🔥‍🔥","text":"‍🔥‍🔥‍🔥‍🔥","images":[{"img":"https://static.tigerbbs.com/350e1b5400b6b7a2597f72440e202680","width":"937","height":"5875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/549739665454952","isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":549738872329072,"gmtCreate":1775235426691,"gmtModify":1775240754538,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"<a 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</a>&nbsp;","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/31c142b8a3fd051bb7f2f257ac0be644","width":"1068","height":"1472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/546899087855680","isVote":1,"tweetType":1,"viewCount":1072,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552085294491427","authorId":"3552085294491427","name":"善战不败","avatar":"https://static.tigerbbs.com/0621e990385fd5a3537305d40f9123f4","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3552085294491427","idStr":"3552085294491427"},"content":"大哥，你多大资金空呀","text":"大哥，你多大资金空呀","html":"大哥，你多大资金空呀"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":546896993144896,"gmtCreate":1774543337947,"gmtModify":1774543349790,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"<a 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整体来看，这份财报在财务数据上给出了超越预期的防御性表现，但在战略布局上却展现出极具进攻性且带有极高风险的豪赌姿态。马斯克正在强行扭转市场对特斯拉纯车企的估值逻辑，试图将其彻底重塑为一家AI与机器人硬件公司。 本季度总收入为224亿美元，同比增长16%，高于市场预期207-209亿美元。 汽车业务总营收162亿美元，高于市场预期153亿。。Q1 订单积压：两年多最高 汽车毛利率（不含积分）：环比从 17.9% 提升至 19.2%。 Q1自由现金流转正为14 亿美元。 公司同时表示，处于大规模资本投入阶段，预计持续数年。将2026年资本支出指引从逾200亿美元上调至超250亿美元。这些钱几乎全部砸向了 AI 算力集群（Cortex 2、Dojo 3）、得州工厂的 Optimus 人形机器人产线（规划年产千万台），以及 Cybercab 的量产。 这就是今天股价下跌的主要原因了。 你就250亿美元，够开这么多生产线吗？就算250亿美元够花，=何时能转化为真实的利润率？如果 Optimus 的良品率或 Cybercab 的商业化进度不及预期，巨大的折旧和摊销将直接反噬财报。 Model S 和 Model X 正式停产，直接将加州弗里蒙特工厂的产线让位给 Optimus 第一代机器人。这在商业史上是极其罕见的举动——放弃拥有成熟品牌溢价的旗舰车型，去押注一个尚未完全商业化的机器人赛道。 这分明就是一场豪赌。 特斯拉都多久没有出新车了？特斯拉面对中国的竞争，已经在低成本新能源车上失去了自己的阵地。 况且，我之前就说过，特斯拉和马斯克个人形象绑定的太深了，特斯拉俨然成了一只meme股，喜欢马斯克的人会无脑买。 马斯克当然牛逼，问题是这哥们最近心思明显不在特斯拉这里，他在鼓捣他的SpaceX公司上市的事情，还在忙活 XAI 的与其它大模型的商战，还要时不时在","listText":"简单点评一下特斯拉的财报。 整体来看，这份财报在财务数据上给出了超越预期的防御性表现，但在战略布局上却展现出极具进攻性且带有极高风险的豪赌姿态。马斯克正在强行扭转市场对特斯拉纯车企的估值逻辑，试图将其彻底重塑为一家AI与机器人硬件公司。 本季度总收入为224亿美元，同比增长16%，高于市场预期207-209亿美元。 汽车业务总营收162亿美元，高于市场预期153亿。。Q1 订单积压：两年多最高 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的量产。 这就是今天股价下跌的主要原因了。 你就250亿美元，够开这么多生产线吗？就算250亿美元够花，=何时能转化为真实的利润率？如果 Optimus 的良品率或 Cybercab 的商业化进度不及预期，巨大的折旧和摊销将直接反噬财报。 Model S 和 Model X 正式停产，直接将加州弗里蒙特工厂的产线让位给 Optimus 第一代机器人。这在商业史上是极其罕见的举动——放弃拥有成熟品牌溢价的旗舰车型，去押注一个尚未完全商业化的机器人赛道。 这分明就是一场豪赌。 特斯拉都多久没有出新车了？特斯拉面对中国的竞争，已经在低成本新能源车上失去了自己的阵地。 况且，我之前就说过，特斯拉和马斯克个人形象绑定的太深了，特斯拉俨然成了一只meme股，喜欢马斯克的人会无脑买。 马斯克当然牛逼，问题是这哥们最近心思明显不在特斯拉这里，他在鼓捣他的SpaceX公司上市的事情，还在忙活 XAI 的与其它大模型的商战，还要时不时在","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556771352133960","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553200249374696,"gmtCreate":1776093293167,"gmtModify":1776093295670,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553200249374696","repostId":"1147138180","repostType":4,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548642898243976,"gmtCreate":1774969597415,"gmtModify":1774969609346,"author":{"id":"4220400057492100","authorId":"4220400057492100","name":"沃金通寶","avatar":"https://static.tigerbbs.com/eafd431c43f477fea6246aff08d29077","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4220400057492100","idStr":"4220400057492100"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>&nbsp;","text":"$特斯拉(TSLA)$","images":[{"img":"https://static.tigerbbs.com/8b29da414eb085fae0695290ebaffebb","width":"1080","height":"2295"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548642898243976","isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}