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达哥万岁
2021-11-01
$蔚来(NIO)$
逗死了
达哥万岁
2025-03-01
$Quantumscape Corp.(QS)$
开始投产吗
达哥万岁
2021-02-09
$老虎证券(TIGR)$
有人会看市盈率吗
达哥万岁
2022-04-08
$滴滴(DIDI)$
滴滴能到10元吗
达哥万岁
2022-05-06
$纳斯达克(.IXIC)$
为啥没熔断?
达哥万岁
2022-05-12
$纳斯达克(.IXIC)$
这个位置需要一个像样的反弹吧 特斯拉1700辆是个啥情况
达哥万岁
2022-04-21
$Twitter(TWTR)$
董事会为什么要和钱想不开呢
达哥万岁
2021-10-14
$RLX科技(RLX)$
赶紧买啊 这时候不买啥时候买啊
达哥万岁
2021-08-12
$RLX科技(RLX)$
可以了
达哥万岁
2022-07-28
$纳斯达克(.IXIC)$
明天暴跌
达哥万岁
2022-05-05
$纳斯达克(.IXIC)$
我想看熔断
达哥万岁
2021-10-28
$RLX科技(RLX)$
什么时候财报怎么看
达哥万岁
2021-11-30
$RLX科技(RLX)$
别合计了 2元抄底朋友们
达哥万岁
2021-02-06
$Yalla Group(YALA)$
卖早了 跑去老虎证劵去了
达哥万岁
2021-01-26
$Yalla Group(YALA)$
24全抛了
达哥万岁
2019-03-27
$蔚来(NIO)$ 如果蔚来完蛋了 就真没啥未来了
达哥万岁
2022-04-28
$NQ100指数主连 2206(NQmain)$
可能高开高走吧
达哥万岁
2021-12-14
$中芯国际(00981)$
为什么呢
达哥万岁
2021-07-08
$爱彼迎(ABNB)$
目标价90
达哥万岁
2022-07-12
滴滴为什么下架那就很明白了
抱歉,原内容已删除
去老虎APP查看更多动态
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能长期持有不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374237202981072","isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624917973,"gmtCreate":1677000110392,"gmtModify":1677000111546,"author":{"id":"3496230250035793","authorId":"3496230250035793","name":"达哥万岁","avatar":"https://static.tigerbbs.com/56978351951fa5fce29274e742270111","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496230250035793","idStr":"3496230250035793"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><v-v data-views=\"1\"></v-v>怎么说","listText":"<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$ </a><v-v data-views=\"1\"></v-v>怎么说","text":"$标普500(.SPX)$ 怎么说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624917973","isVote":1,"tweetType":1,"viewCount":3421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625043680,"gmtCreate":1675977577340,"gmtModify":1675977579169,"author":{"id":"3496230250035793","authorId":"3496230250035793","name":"达哥万岁","avatar":"https://static.tigerbbs.com/56978351951fa5fce29274e742270111","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496230250035793","idStr":"3496230250035793"},"themes":[],"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":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625043680","repostId":"622477971","repostType":1,"repost":{"id":622477971,"gmtCreate":1675845584694,"gmtModify":1675845777708,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667622617230","idStr":"3527667622617230"},"themes":[],"title":"特斯拉降价深度分析,还会再降吗?","htmlText":"2023新年伊始,中国新能源汽车市场变数陡增。年初,中国的新能源汽车是“涨声”一片,比亚迪率先领跑,长安、奇瑞、上汽荣威、南北大众、哪吒、零跑等新老势力纷纷涨价。集中涨价其实不难理解:新能源车补贴退坡以后,车企在成本高企的情况下,把一部分的成本转嫁给消费者。但“难以理解”的是特斯拉,他反其道而行之,不涨反降,而且,降价范围之广——在全球各个主要的市场都降;同时,降价幅度之大——大到让老客户维权的程度。所以,今天我们想讨论两个问题:为什么特斯拉能降价?以及,为什么特斯拉要降价? Part 1为什么特斯拉能降价简单来说,特斯拉有能降价的实力。为什么这么说呢,特斯拉和其他车企有很多不同,这里我们从成本控制、销售模式、产能利用率、车型生命周期这四个方面来看。● 特斯拉的成本控制:特斯拉的成本控制,是目前车企中表现非常突出的。◎规模效应首先是规模效应给特斯拉带来的对供应商的议价能力,使得单台车摊销的成本控制得很好。特斯拉预计2023年的总产能可能达到200万以上,又可以进一步地跟原材料和零部件供应商谈cost down(压低成本)了。特斯拉全球的产能对于电动车来说,成本的大头是电池。目前特斯拉是宁德时代的第一大客户,所以对整个电池价格有较大的议价权。加上最近电池价格有下降的预期,特斯拉可以先下手把订单储备起来。锂电池和碳酸锂价格由于特斯拉激进的能量回收策略和电驱动系统效率较高,能在较低的电池容量上实现较高的续航里程。因此可以看到,model3 的电池成本跟海豹差不多。特斯拉虽然是采购的电池,但是整体的电池成本并不比比亚迪高很多,相比除了比亚迪之外的汽车企业来说,规模效应是一个很大的战略优势。特斯拉的电池与竞品的成本比较◎从电子部件来看我们看到特斯拉在做了大量的定制化设计,并且在核心芯片上采用自主设计;不仅减少大型芯片供应商影响,同时还不用考虑芯片通用性,从单个","listText":"2023新年伊始,中国新能源汽车市场变数陡增。年初,中国的新能源汽车是“涨声”一片,比亚迪率先领跑,长安、奇瑞、上汽荣威、南北大众、哪吒、零跑等新老势力纷纷涨价。集中涨价其实不难理解:新能源车补贴退坡以后,车企在成本高企的情况下,把一部分的成本转嫁给消费者。但“难以理解”的是特斯拉,他反其道而行之,不涨反降,而且,降价范围之广——在全球各个主要的市场都降;同时,降价幅度之大——大到让老客户维权的程度。所以,今天我们想讨论两个问题:为什么特斯拉能降价?以及,为什么特斯拉要降价? Part 1为什么特斯拉能降价简单来说,特斯拉有能降价的实力。为什么这么说呢,特斯拉和其他车企有很多不同,这里我们从成本控制、销售模式、产能利用率、车型生命周期这四个方面来看。● 特斯拉的成本控制:特斯拉的成本控制,是目前车企中表现非常突出的。◎规模效应首先是规模效应给特斯拉带来的对供应商的议价能力,使得单台车摊销的成本控制得很好。特斯拉预计2023年的总产能可能达到200万以上,又可以进一步地跟原材料和零部件供应商谈cost down(压低成本)了。特斯拉全球的产能对于电动车来说,成本的大头是电池。目前特斯拉是宁德时代的第一大客户,所以对整个电池价格有较大的议价权。加上最近电池价格有下降的预期,特斯拉可以先下手把订单储备起来。锂电池和碳酸锂价格由于特斯拉激进的能量回收策略和电驱动系统效率较高,能在较低的电池容量上实现较高的续航里程。因此可以看到,model3 的电池成本跟海豹差不多。特斯拉虽然是采购的电池,但是整体的电池成本并不比比亚迪高很多,相比除了比亚迪之外的汽车企业来说,规模效应是一个很大的战略优势。特斯拉的电池与竞品的成本比较◎从电子部件来看我们看到特斯拉在做了大量的定制化设计,并且在核心芯片上采用自主设计;不仅减少大型芯片供应商影响,同时还不用考虑芯片通用性,从单个","text":"2023新年伊始,中国新能源汽车市场变数陡增。年初,中国的新能源汽车是“涨声”一片,比亚迪率先领跑,长安、奇瑞、上汽荣威、南北大众、哪吒、零跑等新老势力纷纷涨价。集中涨价其实不难理解:新能源车补贴退坡以后,车企在成本高企的情况下,把一部分的成本转嫁给消费者。但“难以理解”的是特斯拉,他反其道而行之,不涨反降,而且,降价范围之广——在全球各个主要的市场都降;同时,降价幅度之大——大到让老客户维权的程度。所以,今天我们想讨论两个问题:为什么特斯拉能降价?以及,为什么特斯拉要降价? Part 1为什么特斯拉能降价简单来说,特斯拉有能降价的实力。为什么这么说呢,特斯拉和其他车企有很多不同,这里我们从成本控制、销售模式、产能利用率、车型生命周期这四个方面来看。● 特斯拉的成本控制:特斯拉的成本控制,是目前车企中表现非常突出的。◎规模效应首先是规模效应给特斯拉带来的对供应商的议价能力,使得单台车摊销的成本控制得很好。特斯拉预计2023年的总产能可能达到200万以上,又可以进一步地跟原材料和零部件供应商谈cost down(压低成本)了。特斯拉全球的产能对于电动车来说,成本的大头是电池。目前特斯拉是宁德时代的第一大客户,所以对整个电池价格有较大的议价权。加上最近电池价格有下降的预期,特斯拉可以先下手把订单储备起来。锂电池和碳酸锂价格由于特斯拉激进的能量回收策略和电驱动系统效率较高,能在较低的电池容量上实现较高的续航里程。因此可以看到,model3 的电池成本跟海豹差不多。特斯拉虽然是采购的电池,但是整体的电池成本并不比比亚迪高很多,相比除了比亚迪之外的汽车企业来说,规模效应是一个很大的战略优势。特斯拉的电池与竞品的成本比较◎从电子部件来看我们看到特斯拉在做了大量的定制化设计,并且在核心芯片上采用自主设计;不仅减少大型芯片供应商影响,同时还不用考虑芯片通用性,从单个","images":[{"img":"https://static.tigerbbs.com/8b7fb769b4f98e3660e2a3b3807fa1ac","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/00703fcd3afbae86643bbaa195ae7b6b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/16f7311e0510ec26a066e784a169d1c1","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622477971","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":10,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626451201,"gmtCreate":1674745198203,"gmtModify":1674745199192,"author":{"id":"3496230250035793","authorId":"3496230250035793","name":"达哥万岁","avatar":"https://static.tigerbbs.com/56978351951fa5fce29274e742270111","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3496230250035793","idStr":"3496230250035793"},"themes":[],"htmlText":"<a 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