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Tesla_Wang
现在是马斯克的忠实粉丝
IP属地:北京
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Tesla_Wang
2021-08-13
$Cassava Sciences Inc(SAVA)$
别墅靠大海。。。
Tesla_Wang
2021-07-02
$滴滴(DIDI)$
答应女朋友要提现,没钱加仓咋办?
Tesla_Wang
2021-06-26
$每日优鲜(MF)$
呵呵
Tesla_Wang
2021-11-01
$特斯拉(TSLA)$
无心工作了,自从买了特斯拉股票有点飘了最近
Tesla_Wang
2022-02-28
$特斯拉(TSLA)$
乌克兰要求比较过分,感觉谈判要崩
Tesla_Wang
2021-10-04
$特斯拉(TSLA)$
800?
Tesla_Wang
2021-07-02
$维珍银河(SPCE)$
要是飞船炸了这股会不会退市?。。
Tesla_Wang
2021-12-07
$特斯拉(TSLA)$
1200没抛确实有点后悔了
Tesla_Wang
2021-07-05
$美团-W(03690)$
从盈利15%到现在持平,为了控制风险还是抛了,,赚了顿饭钱,真是服气。。
Tesla_Wang
2021-03-19
$老虎证券(TIGR)$
明天解禁了。。
Tesla_Wang
2020-12-08
$特斯拉(TSLA)$
谁还不有点脾气?
Tesla_Wang
2021-01-11
$蔚来(NIO)$
安卓手机配置再牛逼,最后我还是买了苹果[笑哭]
Tesla_Wang
2022-01-15
$特斯拉(TSLA)$
希望跌到900以下
Tesla_Wang
2021-05-13
$特斯拉(TSLA)$
盘前卖了苹果和微软就就留了你,亏我还是你粉丝,忍不住想吐槽下[捂脸]
Tesla_Wang
2021-03-12
$腾讯控股(00700)$
妈的,第一次买腾讯就大跌,服了。。。
Tesla_Wang
2021-01-11
$蔚来(NIO)$
画饼ppt的股票比较危险。。
Tesla_Wang
2020-10-18
$蔚来(NIO)$
蔚来老板搞资本的,之前摩拜单车就是他的杰作,大家小心吧,长线还是特斯拉靠谱。
Tesla_Wang
2021-08-05
$美团-W(03690)$
$腾讯控股(00700)$
半年亏了我一半的钱。。太牛逼了,真是倒霉
Tesla_Wang
2021-07-27
$美团-W(03690)$
腾讯亏三万,过来买京东物流亏三万,最后希望买了美团又亏2万,,我日。我心里阴影了
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14:27","market":"us","language":"zh","title":"特斯拉大跌,市场担心的是物流吗?不,担心的是需求!","url":"https://stock-news.laohu8.com/highlight/detail?id=1161367313","media":"华尔街见闻","summary":"究其原因,特斯拉今年三季度的交付数据颇受市场关注。三季度交付量较产量少2.2万辆,如此大的产销差距对于特斯拉而言较为少见,其背后反映的市场需求情况格外引发市场担忧。这种变相降价举动背后所反映的,就是市场需求走弱的状况。通常情况下,产品价格波动会对其市场需求造成影响。与特斯拉交付量略逊于市场预期相比,比亚迪9月的销量则大幅超过市场预期。","content":"<html><head></head><body><blockquote><b>分析认为,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>9月在中国市场推出高额保险补贴的“变相降价”举措反映出其需求走弱。此外,新能源汽车市场的激烈竞争撼动了特斯拉的王座。</b></blockquote><p>周末凭借众多动态“霸屏”新闻热榜的特斯拉,并未因此赢得投资者信心。</p><p>在发布2022年AI日,三季度交付数据,四季度和明年扩产计划等多重消息之后,隔夜特斯拉逆势大跌。与标普500指数、纳指等盘中涨幅均超过2%相比,特斯拉重挫超8%,蒸发了约715亿美元(约合人民币5080亿元)。</p><p>究其原因,特斯拉今年三季度的交付数据颇受市场关注。<b>三季度交付量较产量少2.2万辆,如此大的产销差距对于特斯拉而言较为少见,其背后反映的市场需求情况格外引发市场担忧。</b></p><p>市场担心的是物流吗?不,是需求</p><p>10月2日数据显示,特斯拉三季度交付量为343830辆,虽创纪录新高,但却低于华尔街预期的约35.8万辆。</p><p><img src=\"https://static.tigerbbs.com/a95b53ccea2052ac4bc3ade0cc12f623\" tg-width=\"500\" tg-height=\"302\" referrerpolicy=\"no-referrer\"/></p><p>其中,特斯拉在三季度交付了325158辆Model 3和Model Y,以及18672辆Model S和Model X。</p><p><img src=\"https://static.tigerbbs.com/4f03aacd3c56a05362860351ff327f82\" tg-width=\"500\" tg-height=\"309\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/db1916dd2ec5dedfb706bf38de03f656\" tg-width=\"500\" tg-height=\"287\" referrerpolicy=\"no-referrer\"/></p><p>针对交付低于产能的情况,特斯拉解释称,<b>这是受到物流运输的影响,很多已被订购的新车“仍在运输中”,在到达目的地后会快速交付。</b></p><p>目前来看,这个解释得到了部分华尔街分析人士的认可,但是对于投资者而言,这个说法仍显不足。<b>更令他们感到担忧的,并不是眼下的物流受阻,而是影响更为严重的需求走弱。</b></p><p>媒体称,基金Future Fund Active ETF的联合创始人Gary Black对此表示,他并不像其他华尔街分析师那样乐观,并认为用物流受阻来作为解释原因的人应该回答以下问题,<b>比如特斯拉为什么要在9月于中国市场推出高额保险补贴?这种变相降价举动背后所反映的,就是市场需求走弱的状况。</b></p><p>Black还补充道,特斯拉上述定价行为或将导致特斯拉的潜在买家暂缓购买,希望特斯拉能够再次降价,对后续产品需求造成进一步冲击。</p><p>澎湃新闻此前也曾分析称,虽然特斯拉方面回应“国产Model Y最高降价4万元”为不实消息,但是保险补贴这一“变相降价”消息被看做是特斯拉未来降价的铺垫,不少人认为特斯拉即将在补贴活动结束后的10月份,开启真正的车型降价。</p><p>通常情况下,产品价格波动会对其市场需求造成影响。当价格上调时,买家会积极入场并刺激需求增加,而当价格下调时,买家会选择暂时观望。</p><p>值得注意的是,仍有分析人士指出,虽然看空者将关注交付量数据不及预期,但看涨者可能将关注产量的上升。此外他们还将关注交货的价差,并将在运输中的车辆数量加入他们对第四季的交付预估中。</p><p>特斯拉将于10月19日收市后公布第三季度业绩报告,届时投资者将希望了解有关产量和车辆的最新信息。</p><p>中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场的“王者之争”</p><p>而除了需求因素之外,新能源汽车在中国市场所面临的激烈竞争,也让特斯拉难以再继续“高枕无忧”。</p><p>其中就包括“迪王”<a href=\"https://laohu8.com/S/002594\">比亚迪</a>与特斯拉之间的“王者之争”。与特斯拉交付量略逊于市场预期相比,比亚迪9月的销量则大幅超过市场预期。</p><p>比亚迪于10月3日公布的产销数据显示,今年9月,比亚迪月度销量首次突破20万辆,达到201259辆,同比增长151.2%。其中新能源乘用车销量200973辆,同比增长187%。</p><p>1-9月,比亚迪累计销量逼近120万辆大关,达到1191583辆。按照比亚迪的产能规划,今年全年销量会在180万辆以上,如果供应链配合,也有冲刺200万辆的可能。</p><p><b>这意味着从销量来说,比亚迪将会在上半年超过特斯拉之后,全年也稳坐全球新能源销冠的王座。</b></p><p>总而言之,物流受阻、需求走弱叠加激烈的市场竞争,都让投资者开始忧虑,特斯拉是否还能保持优势,一览众山小?</p></body></html>","source":"wallstreetcn_api","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>特斯拉大跌,市场担心的是物流吗?不,担心的是需求!</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; 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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特斯拉大跌,市场担心的是物流吗?不,担心的是需求!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-04 14:27 北京时间 <a href=https://wallstreetcn.com/articles/3671745><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析认为,特斯拉9月在中国市场推出高额保险补贴的“变相降价”举措反映出其需求走弱。此外,新能源汽车市场的激烈竞争撼动了特斯拉的王座。周末凭借众多动态“霸屏”新闻热榜的特斯拉,并未因此赢得投资者信心。在发布2022年AI日,三季度交付数据,四季度和明年扩产计划等多重消息之后,隔夜特斯拉逆势大跌。与标普500指数、纳指等盘中涨幅均超过2%相比,特斯拉重挫超8%,蒸发了约715亿美元(约合人民币5080...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3671745\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","BK4574":"无人驾驶","BK4555":"新能源车","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4581":"高盛持仓","BK4550":"红杉资本持仓"},"source_url":"https://wallstreetcn.com/articles/3671745","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161367313","content_text":"分析认为,特斯拉9月在中国市场推出高额保险补贴的“变相降价”举措反映出其需求走弱。此外,新能源汽车市场的激烈竞争撼动了特斯拉的王座。周末凭借众多动态“霸屏”新闻热榜的特斯拉,并未因此赢得投资者信心。在发布2022年AI日,三季度交付数据,四季度和明年扩产计划等多重消息之后,隔夜特斯拉逆势大跌。与标普500指数、纳指等盘中涨幅均超过2%相比,特斯拉重挫超8%,蒸发了约715亿美元(约合人民币5080亿元)。究其原因,特斯拉今年三季度的交付数据颇受市场关注。三季度交付量较产量少2.2万辆,如此大的产销差距对于特斯拉而言较为少见,其背后反映的市场需求情况格外引发市场担忧。市场担心的是物流吗?不,是需求10月2日数据显示,特斯拉三季度交付量为343830辆,虽创纪录新高,但却低于华尔街预期的约35.8万辆。其中,特斯拉在三季度交付了325158辆Model 3和Model Y,以及18672辆Model S和Model X。针对交付低于产能的情况,特斯拉解释称,这是受到物流运输的影响,很多已被订购的新车“仍在运输中”,在到达目的地后会快速交付。目前来看,这个解释得到了部分华尔街分析人士的认可,但是对于投资者而言,这个说法仍显不足。更令他们感到担忧的,并不是眼下的物流受阻,而是影响更为严重的需求走弱。媒体称,基金Future Fund Active ETF的联合创始人Gary Black对此表示,他并不像其他华尔街分析师那样乐观,并认为用物流受阻来作为解释原因的人应该回答以下问题,比如特斯拉为什么要在9月于中国市场推出高额保险补贴?这种变相降价举动背后所反映的,就是市场需求走弱的状况。Black还补充道,特斯拉上述定价行为或将导致特斯拉的潜在买家暂缓购买,希望特斯拉能够再次降价,对后续产品需求造成进一步冲击。澎湃新闻此前也曾分析称,虽然特斯拉方面回应“国产Model Y最高降价4万元”为不实消息,但是保险补贴这一“变相降价”消息被看做是特斯拉未来降价的铺垫,不少人认为特斯拉即将在补贴活动结束后的10月份,开启真正的车型降价。通常情况下,产品价格波动会对其市场需求造成影响。当价格上调时,买家会积极入场并刺激需求增加,而当价格下调时,买家会选择暂时观望。值得注意的是,仍有分析人士指出,虽然看空者将关注交付量数据不及预期,但看涨者可能将关注产量的上升。此外他们还将关注交货的价差,并将在运输中的车辆数量加入他们对第四季的交付预估中。特斯拉将于10月19日收市后公布第三季度业绩报告,届时投资者将希望了解有关产量和车辆的最新信息。中国新能源汽车市场的“王者之争”而除了需求因素之外,新能源汽车在中国市场所面临的激烈竞争,也让特斯拉难以再继续“高枕无忧”。其中就包括“迪王”比亚迪与特斯拉之间的“王者之争”。与特斯拉交付量略逊于市场预期相比,比亚迪9月的销量则大幅超过市场预期。比亚迪于10月3日公布的产销数据显示,今年9月,比亚迪月度销量首次突破20万辆,达到201259辆,同比增长151.2%。其中新能源乘用车销量200973辆,同比增长187%。1-9月,比亚迪累计销量逼近120万辆大关,达到1191583辆。按照比亚迪的产能规划,今年全年销量会在180万辆以上,如果供应链配合,也有冲刺200万辆的可能。这意味着从销量来说,比亚迪将会在上半年超过特斯拉之后,全年也稳坐全球新能源销冠的王座。总而言之,物流受阻、需求走弱叠加激烈的市场竞争,都让投资者开始忧虑,特斯拉是否还能保持优势,一览众山小?","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3472,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668099037,"gmtCreate":1664283731529,"gmtModify":1664283732647,"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457741238547821","authorIdStr":"3457741238547821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国庆节Aiday加财报,看来好消息不断","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>国庆节Aiday加财报,看来好消息不断","text":"$特斯拉(TSLA)$国庆节Aiday加财报,看来好消息不断","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668099037","isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663678780,"gmtCreate":1663173139740,"gmtModify":1663173143595,"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457741238547821","authorIdStr":"3457741238547821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>自动驾驶可以解决建设火星基地运输和人工智能机器人图形识别的问题。又有钱输入[得意] ","listText":"<a 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>没想到这波行情反弹最稳的是苹果","text":"$苹果(AAPL)$没想到这波行情反弹最稳的是苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684733970","isVote":1,"tweetType":1,"viewCount":2904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685121698,"gmtCreate":1659509034015,"gmtModify":1659509034015,"author":{"id":"3457741238547821","authorId":"3457741238547821","name":"Tesla_Wang","avatar":"https://static.tigerbbs.com/2922431c9ce275b71c1f5d869a5af516","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3457741238547821","authorIdStr":"3457741238547821"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能不能跌到700?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能不能跌到700?","text":"$特斯拉(TSLA)$能不能跌到700?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685121698","isVote":1,"tweetType":1,"viewCount":4428,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474017839495591","authorId":"3474017839495591","name":"Abbie","avatar":"https://static.laohu8.com/3a12dc99a85331cb9529ef6a493abd7d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3474017839495591","authorIdStr":"3474017839495591"},"content":"能 拆股以后","text":"能 拆股以后","html":"能 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