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查理Mango
一直在回本的路上
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查理Mango
查理Mango
·
04-22
$叮咚买菜(DDL)$
每天就是2-3分钱来去
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查理Mango
查理Mango
·
04-17
二季度交付绝对爆表
从交付疲软到AI愿景：德银如何重新定价特斯拉？
智通财经APP获悉，特斯拉下周将公布财报，德意志银行针对该季度表现、Robotaxi业务以及 Terafab 项目，提供了最新的分析观点。德银将特斯拉目标价小幅从480美元下调至465美元，此调整反映了对估值模型及框架所做的细微修正;维持“买入”评级。德银指出，特斯拉一季度交付表现如预期偏软。该行指出，特斯拉2026年第一季度的销量表现，主要反映了此前预期的各类不利因素，但其整体进度仍有望达成德银对全年的销量预测。
从交付疲软到AI愿景：德银如何重新定价特斯拉？
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查理Mango
查理Mango
·
04-10
$三生制药(01530)$
一路下跌啊 搞什么 业绩好 也要割韭菜
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查理Mango
查理Mango
·
04-01
$三生制药(01530)$
加油
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675
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查理Mango
查理Mango
·
03-09
这种人人都亏损的环境 叮咚还盈利 已经很牛了
@红色遥控器：
$叮咚买菜(DDL)$ 按照这一段时间的表现来看，基本上也就到这里了吧。如果大环境给力的话，现阶段要不就是整理，要么就应该在掉头往上走了。
$叮咚买菜(DDL)$ 按照这一段时间的表现来看，基本上也就到这里了吧。如果大环境给力的话，现阶段要不就是整理，要么就应该在掉头往上走了。
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查理Mango
查理Mango
·
03-09
$三生制药(01530)$
白涨了
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640
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查理Mango
查理Mango
·
03-06
$叮咚买菜(DDL)$
盘前就砸盘？
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查理Mango
查理Mango
·
03-04
$叮咚买菜(DDL)$
叮咚买菜（开曼）（美股代码：DDL）发布季度财报，本季度每股收益0.03美元，超出分析师一致预期的0.02美元，超预期幅度达50%；相较去年同期每股0.08美元的收益，同比下滑62.5%。公司本季度营收达8.92677亿美元，较去年同期的8.08985亿美元，同比增长10.35%。
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查理Mango
查理Mango
·
02-27
$叮咚买菜(DDL)$
2.89 30万 挂单？
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查理Mango
查理Mango
·
02-05
$叮咚买菜(DDL)$
怎么暴跌啊
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每天就是2-3分钱来去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556402820563376","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554619639264840,"gmtCreate":1776439762465,"gmtModify":1776439764958,"author":{"id":"3569472643212871","authorId":"3569472643212871","name":"查理Mango","avatar":"https://static.tigerbbs.com/cf5da54990ef22ebb6c837a00906ad75","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569472643212871","authorIdStr":"3569472643212871"},"themes":[],"title":"","htmlText":"二季度交付绝对爆表","listText":"二季度交付绝对爆表","text":"二季度交付绝对爆表","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554619639264840","repostId":"2628270981","repostType":2,"repost":{"id":"2628270981","kind":"news","pubTimestamp":1776424515,"share":"https://www.laohu8.com/m/news/2628270981?lang=zh_CN&edition=full","pubTime":"2026-04-17 19:15","market":"us","language":"zh","title":"从交付疲软到AI愿景：德银如何重新定价特斯拉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2628270981","media":"智通财经","summary":"智通财经APP获悉，特斯拉下周将公布财报，德意志银行针对该季度表现、Robotaxi业务以及 Terafab 项目，提供了最新的分析观点。德银将特斯拉目标价小幅从480美元下调至465美元，此调整反映了对估值模型及框架所做的细微修正;维持“买入”评级。德银指出，特斯拉一季度交付表现如预期偏软。该行指出，特斯拉2026年第一季度的销量表现，主要反映了此前预期的各类不利因素，但其整体进度仍有望达成德银对全年的销量预测。","content":"<html><head></head><body><p>4月17日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下周将公布财报，<a href=\"https://laohu8.com/S/DB\">德意志银行</a>针对该季度表现、Robotaxi(自动驾驶出租车)业务以及 Terafab 项目，提供了最新的分析观点。对于即将发布的财报，德银预计核心讨论议题将包括：Robotaxi 的部署进展、人形机器人(Optimus V3)的研发进度、Cybercab 的生产计划，以及Terafab项目与资本支出的相关情况。德银将特斯拉目标价小幅从480美元下调至465美元，此调整反映了对估值模型及框架所做的细微修正;维持“买入”评级。</p><p>德银指出，特斯拉一季度交付表现如预期偏软。该行指出，特斯拉2026年第一季度的销量表现，主要反映了此前预期的各类不利因素，但其整体进度仍有望达成德银对全年的销量预测。Q1交付量为 358,023 辆，略低于市场一致预期(365,600 辆)。Model S 和 Model X 车型的有意减产，加之全球范围内电动汽车需求整体疲软，对当季的交付量造成了冲击;尽管如此，欧洲市场的消费者信心似乎已触底回升。</p><p>其次，德银表示，虽然储能业务板块预计将继续保持增长势头，但第一季度的储能产品部署量仅为 8.8 GWh，远低于市场预期的 14.4 GWh。这一缺口很可能归因于订单交付在时间上的波动性(即“履约的非连续性”)，预计后续季度该数据将呈现环比改善。总体而言，德银测算第一季度的营收约为 207 亿美元，该数据虽较上一季度有所下滑，但实现了同比正增长。该行预计汽车业务的毛利率(剔除碳排放积分收益后)约为 14.7%，较 2025 年第四季度的 17.9% 有所回落;导致这一降幅的主要因素包括：销量下滑，以及公司取消了 FSD(全自动驾驶系统)“一次性全额预付”的购买选项(该政策自 2 月 15 日起生效)。</p></body></html>","source":"stock_zhitongcaijing","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>从交付疲软到AI愿景：德银如何重新定价特斯拉？</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从交付疲软到AI愿景：德银如何重新定价特斯拉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 19:15 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1429965.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月17日，特斯拉下周将公布财报，德意志银行针对该季度表现、Robotaxi(自动驾驶出租车)业务以及 Terafab 项目，提供了最新的分析观点。对于即将发布的财报，德银预计核心讨论议题将包括：Robotaxi 的部署进展、人形机器人(Optimus V3)的研发进度、Cybercab 的生产计划，以及Terafab项目与资本支出的相关情况。德银将特斯拉目标价小幅从480美元下调至465美元，此...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1429965.html\">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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4604":"机器人概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4527":"明星科技股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN 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