springboot
2024-04-24
我帮你解读一下，为啥涨这么多
1、剔积分的汽车综合毛利率仅下滑了不到一个百分点，做到了16.4%，相比市场上13-14%的预期强出太多
2、单车价格竟然稳稳的守在了4.35万的位置上，几乎没有变动，这里面的利好就是fsd带来的收入增加
3、model2没有取消还提前了。之前太多机构看低的依据就是建立在2取消或者延迟的基础上，这部分priced in的股价会马上涨回来。
基本面并没有预期的差，反而好很多，另外就是ai+fsd带来的预期了，所以盘后暴涨。这不是你所谓的那些数字差就是烂财报
@Seven8：
特斯拉Q1核心指标速览，到底有多差？
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多空之王
01-26
多空之王
model 2现在还没出来，你也是赌对了而已
21克拉粉钻
2024-04-26
21克拉粉钻
自动驾驶的蓝海也快开启了
什么也没有了～
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亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df98a4db785ffa4c63851785cd35cfc\" tg-width=\"1080\" tg-height=\"1080\"></p><p>收入较去年同期的 233.3 亿美元和第四季度的 251.7 亿美元均大幅下滑。</p><blockquote><p>其中，汽车业务收入同比下降 13%，至 173.8 亿美元。</p><p>能源部门收入同比增长 7% ，至 16.4 亿美元</p><p>服务和其他收入同比增长 25%， 至 22.9 亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5243babd8bfbd8c363e3f3970a93c356\" tg-width=\"1134\" tg-height=\"1060\"></p><p>毛利率由去年同期的19.3%下滑至17%，经营利润率由去年同期的11.4%下滑至5.5%，净利润从一年前的 25.1 亿美元下降 55% 至 11.3 亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354e7e561aabac2feca606d8cf023b58\" tg-width=\"1128\" tg-height=\"986\"></p><p>一季度资本支出增至 27.7 亿美元，同比增长 34%。第一季度自由现金流转为负数，为-25.3 亿美元。 一年前，特斯拉的自由现金流为 4.41 亿美元，第四季度这一数字达到 20.6 亿美元。 特斯拉将这一负数归因于27亿美元的库存积累和 10 亿美元的“人工智能基础设施”资本支出。</p><p>特斯拉在业绩会上重申对 2024 年的悲观前景，并告诉投资者“销量增长率可能明显低于 2023 年的增长率”。</p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> Q1营收、利润、EPS全部不及预期，自由现金流自疫情后首先负值。营收同比下降9%，为 2012 年以来最大降幅。</p><ul style=\"\"><li><p>每股收益：调整后0.45美元，预期 0.52美元</p></li></ul><ul style=\"\"><li><p>收入：213.0 亿美元，预期 221.5 亿美元</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9df98a4db785ffa4c63851785cd35cfc\" tg-width=\"1080\" tg-height=\"1080\"></p><p>收入较去年同期的 233.3 亿美元和第四季度的 251.7 亿美元均大幅下滑。</p><blockquote><p>其中，汽车业务收入同比下降 13%，至 173.8 亿美元。</p><p>能源部门收入同比增长 7% ，至 16.4 亿美元</p><p>服务和其他收入同比增长 25%， 至 22.9 亿美元。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5243babd8bfbd8c363e3f3970a93c356\" tg-width=\"1134\" tg-height=\"1060\"></p><p>毛利率由去年同期的19.3%下滑至17%，经营利润率由去年同期的11.4%下滑至5.5%，净利润从一年前的 25.1 亿美元下降 55% 至 11.3 亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/354e7e561aabac2feca606d8cf023b58\" tg-width=\"1128\" 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