$特斯拉(TSLA)_老虎社区_美港股上老虎

2020-02-27

$特斯拉(TSLA)$确实没啥好说的，都是市场行为。恭喜空头们，好好开心两周。等疫情高峰过去、Model Y交付、德国开建、上海二期建完、新一代电池和FSD推出，那种看K线图就可以随意空的日子就再也没有了。这帖子我放在这，大家随意评论，过三个月回来看，你会怀念股价三位数的时代。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

xuxiang414
2020-02-27
xuxiang414
长期向上这个结论没问题，但罗马也不是一天建成的，苹果公司也是用了十年才到一万亿。特斯拉目前的市值，对应的销量至少是100万辆，这个产能最快也得后年才能达到，而且需求能不能在两年内达到100万辆，这不好说。总之，特斯拉是家好公司，但股价也许透支了不少
- 小虎牙sister回复xuxiang414:
  你先了解下一期和二期的区别呗，就这样，别回了....不想费力气科普。
- xuxiang414回复小虎牙sister:
  一天1000+是开放预订初期，不会维持一整年，产能爬坡也要时间，上海今年产能也就15万左右，没道理明年二季度就能达到年产50万
- 小虎牙sister回复xuxiang414:
  1000+是一款车型model3的订单数，还有model y年底投产。
- 小虎牙sister回复xuxiang414:
  中国订单现在一天1000+。
- xuxiang414回复小虎牙sister:
  太乐观，德国没那么快的。中国市场的需求也不太可能在一年内达到50万
我是昵称
2020-02-27
我是昵称
先看看供应链完整吗，再看看需求旺盛吗
- 我是昵称回复小虎牙sister:
  今年你在看看需求什么样，疫情对整个汽车产业都是打击
- 小虎牙sister回复Irwin:
  Model3 一款车占了美国整个EV市场80%的销量。现在ModelY马上交付了，这个市场规模更大，竟然有人说没需求...
- Irwin回复小虎牙sister:
  确实目前还在产能爬坡阶段生产多少卖多少的节奏去年特斯拉一分钱广告没做其他车企的电动车都是在投560万刀30秒的玫瑰碗广告。。。
- 小虎牙sister:
  你好好调查下需求旺盛吗？对于产多少卖多少的产品有需求问题吗？
AustinNP
2020-02-27
AustinNP
时不我待，开盘我就平put，直接转成7月1200call
- AustinNP回复小虎牙sister:
  一不小心睡过头了，710卖的，同样 [开心]
- 小虎牙sister:
  不急，疫情形势不明朗。
小虎牙sister
2020-02-27
小虎牙sister
股价200的时候我说上海工厂就在建呐怎么能破产，结果华尔街给空到170。现在百万产能在路上，下一代神车Y马上交付了，大家一起踩踏到六七百。我成本低我没关系，我只是觉得空一家基本面正在迅速改善的公司一定是错的。欢迎打脸，评论都留着，五月回来看。
无酒亦醉
2020-02-27
无酒亦醉
特斯拉未来股价肯定会上行，只是现在过高
Skins
2020-02-27
Skins
到时候提醒一下，大家一起多

发表看法

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