mcks的个人主页 - 老虎社区

mcks

mcks

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2021-10-15

$Tesla Motors(TSLA)$[财迷]

2021-09-02

$Coupang, Inc.(CPNG)$GGood chance to o buy??

2021-08-31

$Apple(AAPL)$up up up

2021-08-27

Buy buy in dip

2021-08-20

$Tiger Brokers(TIGR)$[流泪]

2021-08-18

Wat happened to Nio?

2021-08-18

$Tesla Motors(TSLA)$up

2021-08-17

$Alibaba(BABA)$wat happen ?

2021-08-17

Keep dropping 🤔

2021-08-16

Drop so much 🤔

2021-08-13

$Tesla Motors(TSLA)$up.

2021-08-12

Pls like ,tq

抱歉，原内容已删除

2021-08-12

$Coupang, Inc.(CPNG)$why drop?

2021-08-12

Why drop 🌧️🤔

2021-08-11

Wil buy if drop some more

2021-08-11

$Apple(AAPL)$uup up up

2021-08-06

Time to buy?

2021-08-06

$Walt Disney(DIS)$yes

2021-08-05

Long term investment

为什么说现在不能买特斯拉？三大理由！

2021-08-05

$Tiger Brokers(TIGR)$going up soon

去老虎APP查看更多动态

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Disney(DIS)$yes","images":[{"img":"https://static.tigerbbs.com/16832ef2fe9714ae0488b1e9e465c3d0","width":"720","height":"1280"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893673878","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899804926,"gmtCreate":1628172042565,"gmtModify":1633752952275,"author":{"id":"3582621934985429","authorId":"3582621934985429","name":"mcks","avatar":"https://static.tigerbbs.com/a8e76bd8f2b7b42ceb5e2424c6eafc5c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582621934985429","idStr":"3582621934985429"},"themes":[],"htmlText":"Long term investment","listText":"Long term investment","text":"Long term investment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899804926","repostId":"1131655017","repostType":2,"repost":{"id":"1131655017","kind":"news","pubTimestamp":1628169304,"share":"https://www.laohu8.com/m/news/1131655017?lang=zh_CN&edition=full","pubTime":"2021-08-05 21:15","market":"us","language":"zh","title":"为什么说现在不能买特斯拉？三大理由！","url":"https://stock-news.laohu8.com/highlight/detail?id=1131655017","media":"英为财情","summary":"芯片短缺、竞争加剧可能会让特斯拉今年承受压力。","content":"<div>\n<p>最近，特斯拉似乎魔力尽失了。\n特斯拉的股票不再对每一个积极的因素都作出疯狂的反应，这让那些此前因为该股大赚一笔的看多者们感到失望。\n最新的例子是，特斯拉在7月26日发布积极的季度收益报告以后，股价下跌了4%，远远超出了分析师的普遍预期。\n（特斯拉周线走势，来自英为财情Investing.com）\n二季度，这家总部位于加州的电动汽车生产商生产了创纪录的201,250辆电动车，经调整后的利润增长逾两倍...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xkSuXL4O0kaGEZzav__n3Q\">网页链接</a>\n\n</div>\n","source":"ywcq","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>为什么说现在不能买特斯拉？三大理由！</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; }\nh3,h4,h5,h6{ 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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为什么说现在不能买特斯拉？三大理由！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 21:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/xkSuXL4O0kaGEZzav__n3Q><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近，特斯拉似乎魔力尽失了。\n特斯拉的股票不再对每一个积极的因素都作出疯狂的反应，这让那些此前因为该股大赚一笔的看多者们感到失望。\n最新的例子是，特斯拉在7月26日发布积极的季度收益报告以后，股价下跌了4%，远远超出了分析师的普遍预期。\n（特斯拉周线走势，来自英为财情Investing.com）\n二季度，这家总部位于加州的电动汽车生产商生产了创纪录的201,250辆电动车，经调整后的利润增长逾两倍...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xkSuXL4O0kaGEZzav__n3Q\">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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/xkSuXL4O0kaGEZzav__n3Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131655017","content_text":"最近，特斯拉似乎魔力尽失了。\n特斯拉的股票不再对每一个积极的因素都作出疯狂的反应，这让那些此前因为该股大赚一笔的看多者们感到失望。\n最新的例子是，特斯拉在7月26日发布积极的季度收益报告以后，股价下跌了4%，远远超出了分析师的普遍预期。\n（特斯拉周线走势，来自英为财情Investing.com）\n二季度，这家总部位于加州的电动汽车生产商生产了创纪录的201,250辆电动车，经调整后的利润增长逾两倍，达到每股1.45美元，超过了分析师平均预估的0.97美元。\n这也是公司连续第八个季度盈利。此外，特斯拉的二季度收入相当于前四个季度的总和，在截至6月30日的财季，公司营收约为120亿美元，几乎是去年同期的两倍。\n尽管盈利势头相当强劲，但是特斯拉的股价没有像以前一样，一有任何好消息就出现飙涨。\n截至周三收盘，该股在过去5个交易日的涨幅为6%左右，但是从1月的历史高点，已经累计下跌了23%。\n那么，是什么原因促使投资者在财务状况大好的情况下，回避这个市场的宠儿？\n我们认为，这里面，短期和长期的因素都在发挥作用，该股的看多者目前正在退居二线，该股已然是高风险押注，在当前的情况下，不值得押注。\n以下是三个关键的因素：\n1、芯片短缺\n全球的芯片短缺影响了许多汽车制造商的生产，现在也开始对特斯拉造成了影响。\n在业绩电话会议上，特斯拉的高管告诉投资者，公司未来的增长速度将会受到全球供应链的挑战。\n例如，公司正在努力推出新车型，并确保所有汽车的零部件安全。但是公司不得不再次推迟这款半挂车的交付，该车型已经推迟交付两年，首批交付目前定于2022年。\n公司将推迟交付的原因归结于，全球供应链问题和电池供应短缺，以及公司上下试图集中精力让新工厂尽管上线。\n特斯拉的CEO马斯克在业绩电话会议上说，该公司第一辆皮卡的推出计划也收到零部件问题的影响。\n但是他没有给出修改后的首次预期交货时间，公司最初预计是最早在今年就开始交付这款电动皮卡。\n芯片的供应问题还会持续多久？目前尚无定论。\n根据媒体最近的报道，芯片制造商正在试图通过改变制造工艺、向竞争对手开放闲置产能、审核客户订单以防止生产线上的积压等问题，来提高产量。因为建造新的芯片车间来提高产能，需要数年的时间。\n2、竞争白热化\n特斯拉在电动汽车市场的主导地位，正在受到更多新晋竞争者的威胁。\n根据媒体报道显示，全球五大传统汽车制造商——戴姆勒(daimler)、福特(Ford)、通用汽车(General Motors (NYSE:GM))、斯特兰提斯(Stellantis)和大众(Volkswagen)，已经各自制定了计划，在未来5年到10年的时间里，平均每年在电气化方面，投入约65亿美元的资金。\n今年4月，大众推出了新款奥迪Q4 e-tron车型，在快速增长的紧凑型跨界SUV市场和特斯拉展开竞争。\n而这款电动车只是这家德国汽车制造商计划推出的12款车型之一，其他车型还包括ID4和保时捷Macan的电动版。\n另外，大众的目标是今年销售约60万辆纯电动汽车。\n另外，媒体报道称，通用汽车的电动汽车项目计划将从今年晚些时候开始加速，悍马皮卡、凯迪拉克LYRIQ SUV等车型，将开始从这家汽车制造商的生产线上被生产出来。同时，雪佛兰的索罗德也正在路上。\n还需要注意的是，通用汽车目前在中国和两家国企合作生产的五菱宏光mini获得了巨大的成功。\n从7月上市以来，这款车的销量已经超过了25万辆，超过了特斯拉的Model 3等国际竞争对手和长城汽车的欧拉黑猫等本土竞争对手。\n在大众和通用汽车等传统汽车高速发展电动汽车的同时，蔚来汽车（NIO）和小鹏汽车（XPEV）等规模较小的中国造车新势力，也在争夺对技术有追求的客户。\n3、估值过高\n特斯拉的估值也是华尔街顶级分析师之间产生分歧的主要原因之一。\n认为特斯拉估值已经过高的投资者指出，当前该股的股价已经达到“完美”的水平，公司没有犯错的空间。\n摩根大通给予特斯拉“减持”评级，目标价为160美元，该行在报告中表示，“特斯拉的高估值已经没有给该股留下太多余地，在一份可观的业绩面前，我们看到了一些不好的因素，比如公司新车型延迟到2022年推出。”\n即使是在最近的抛售过后，特斯拉的市值仍然高达6800亿美元，超过了通用汽车、福特、丰田汽车和大众汽车的市值总和。\n伯恩斯坦也给予该股“卖出”评级，目标价为175美元，该行表示，“我们极力在证明特斯拉估值的合理性，但是它比其他主要汽车生产商的估值加起来都高，这意味着市场可能认为，该公司未来将来会有巨大的销量和利润前景，而这是前所未有的。”\n当然，也有认为特斯拉估值合理的投资者。一些分析师认为，特斯拉并不仅仅是一家汽车制造商，它的股票拥有更多的上行空间。\n摩根士丹利的分析师Adam Jonas表示：\n特斯拉不应该被视为传统的汽车制造商。随着汽车和互联网联系越来越密切，这会帮助该公司打开更多的市场，特斯拉在这一方面是处于有利地位的。\nAdam Jonas还指出：\n“在这个过程中，你不会把特斯拉比作汽车公司，而是应该把它比作一个SaaS公司。”\n华尔街对于特斯拉的分歧也可以从英为财情Investing.com的一致预期调查中可以看到，我们调查了35位分析师，其中有15位给予公司买入评级，12位给予中性评级，8位给出了卖出评级，其12个月的预期平均价为730.59美元。\n\n（特斯拉的一致预期调查，来自英为财情Investing.com）\n对于那些想要通过技术信号来判断短期投资决策的投资者来说，最受欢迎的指标，移动平均线等，则提供了一个买入信号，尤其是在特斯拉的强劲收益公布过后。\n但是，这些动态并不能证明该公司目前估值的合理性，因为该估值假设特斯拉会成为全美最大的汽车制造商，而竞争对手完全无法成功。\n总 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pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178116709","repostId":"1125159418","repostType":4,"repost":{"id":"1125159418","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626791345,"share":"https://www.laohu8.com/m/news/1125159418?lang=zh_CN&edition=full","pubTime":"2021-07-20 22:29","market":"us","language":"en","title":"Bank stocks rose in morning trading<blockquote>银行股早盘上涨</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125159418","media":"Tiger Newspress","summary":"(July 20) Bank stocks rose in morning trading.","content":"<p>(July 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20)&nbsp;Bank&nbsp;stocks&nbsp;rose&nbsp;in&nbsp;morning&nbsp;trading.<img src=\"https://static.tigerbbs.com/2bc1fad4a92a719fcdda5a8789c6235d\" tg-width=\"374\" tg-height=\"603\" width=\"100%\" height=\"auto\"></p><p><blockquote>（7月20日）银行股早盘走高。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125159418","content_text":"(July 20) Bank stocks rose in morning trading.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}