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valueinvest
valueinvest
·
2024-12-28
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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valueinvest
valueinvest
·
2024-11-15
这篇文章不错，转发给大家看看
小米汽车再突破：雷军今日揭晓全新智能底盘技术 驾驶体验全面革新
快科技11月14日消息，雷军宣布，今天上午10点，他会通过视频发布小米汽车技术的新进展：小米智能底盘预研技术。雷军表示，小米汽车创办之初，我们就下定决心：从底层核心技术出发，十倍投入，认认真真造车！雷军将要介绍的小米智能底盘预研技术，无疑会将小米汽车的操控感和舒适性提升到新的高度，我们拭目以待。
小米汽车再突破：雷军今日揭晓全新智能底盘技术 驾驶体验全面革新
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valueinvest
valueinvest
·
2024-10-10
2024/10/10 交易笔记 by valueinvest，
2024/10/10 成本 现价 浮动收益 中芯国际(00981) 33.002 30.800 -6.67% . 5555
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2024/10/10 交易笔记 by valueinvest，
valueinvest
valueinvest
·
2024-05-10
$老虎证券(TIGR)$
老虎证卷是拖死证券，一辈子都涨不了一寸
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valueinvest
valueinvest
·
2023-12-11
$腾讯控股(00700)$
港股崩盘了吗？怎么老不见天日？？？
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valueinvest
valueinvest
·
2023-11-03
这篇文章不错，转发给大家看看
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valueinvest
valueinvest
·
2023-11-03
这篇文章不错，转发给大家看看
非常抱歉，此主贴已删除
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valueinvest
valueinvest
·
2023-10-20
vl
特斯拉又被错杀了吗？多家机构认为是的
$特斯拉$本周在财报公布后一度大跌9%，随后一个交易日继续下挫。自从特斯拉迈过“交付地狱”开始盈利之后，这种市场表现是比较罕见的。那么这一次，特斯拉还是像以往那样，属于“错杀”吗？Tom Narayan 重申了对特斯拉股票跑赢大盘的投资评级。Alexander Potter补充称，对特斯拉能源业务的利润率感到“鼓舞”。不过对特斯拉未来表现更加担忧是市场主流情绪。
特斯拉又被错杀了吗？多家机构认为是的
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valueinvest
valueinvest
·
2020-11-19
$哔哩哔哩(BILI)$
财报泄露了？
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valueinvest
valueinvest
·
2020-11-09
$Beyond Meat, Inc.(BYND)$
麦当劳出竞品，吓成这样啊
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06:46","market":"hk","language":"zh","title":"小米汽车再突破：雷军今日揭晓全新智能底盘技术 驾驶体验全面革新","url":"https://stock-news.laohu8.com/highlight/detail?id=2483864541","media":"快科技","summary":"快科技11月14日消息，雷军宣布，今天上午10点，他会通过视频发布小米汽车技术的新进展：小米智能底盘预研技术。雷军表示，小米汽车创办之初，我们就下定决心：从底层核心技术出发，十倍投入，认认真真造车！雷军将要介绍的小米智能底盘预研技术，无疑会将小米汽车的操控感和舒适性提升到新的高度，我们拭目以待。","content":"<html><body><p>快科技11月14日消息，<strong>雷军宣布，今天上午10点，他会通过视频发布小米汽车技术的新进展：小米<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>底盘预研技术。</strong></p><p>雷军表示，小米汽车创办之初，我们就下定决心：从底层核心技术出发，十倍投入，认认真真造车！</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>其实<strong>目前的小米SU7就采用了智能底盘技术，核心是全栈自研底盘控制算法</strong>，让车辆驾驶具备全维感知和全局协同控制的能力，不仅能提前感知前方路况的变化，而且毫秒之间快速响应，实现对车身的全局协同控制，让车辆提前做好准备，有效降低安全风险，远超传统汽车的被动底盘控制。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>除了智能底盘技术，小米SU7的底盘硬件素质也可圈可点，选择了前双球节双叉臂/后五连杆式独立悬架，并为降低非簧载质量采用了全铝制的悬架连杆。</p><p>并且小米SU7搭载了与<a href=\"https://laohu8.com/S/601689\">拓普集团</a>联合开发的闭式空气弹簧系统和采埃孚提供的CDC阻尼可变减振器，其中闭式空气弹簧系统比传统开式系统的调节速度可提高100%，强大的调节能力让舒适性和操控性兼得。</p><p>雷军将要介绍的小米智能底盘预研技术，无疑会将小米汽车的操控感和舒适性提升到新的高度，我们拭目以待。</p></body></html>","source":"ifeng_tech","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>小米汽车再突破：雷军今日揭晓全新智能底盘技术 驾驶体验全面革新</title>\n<style 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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小米汽车再突破：雷军今日揭晓全新智能底盘技术 驾驶体验全面革新\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 06:46 北京时间 <a href=https://tech.ifeng.com/c/8eS4Mkjto75><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月14日消息，雷军宣布，今天上午10点，他会通过视频发布小米汽车技术的新进展：小米智能底盘预研技术。雷军表示，小米汽车创办之初，我们就下定决心：从底层核心技术出发，十倍投入，认认真真造车！其实目前的小米SU7就采用了智能底盘技术，核心是全栈自研底盘控制算法，让车辆驾驶具备全维感知和全局协同控制的能力，不仅能提前感知前方路况的变化，而且毫秒之间快速响应，实现对车身的全局协同控制，让车辆提前...</p>\n\n<a href=\"https://tech.ifeng.com/c/8eS4Mkjto75\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1506":"5G概念","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","BK1521":"挪威政府全球养老基金持仓","SG9999002463.SGD":"LionGlobal China Growth SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BK1589":"北水核心资产","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","01810":"小米集团-W","LU0164865239.USD":"HSBC GIF 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INC","LU0359201612.USD":"贝莱德中国基金A2"},"source_url":"https://tech.ifeng.com/c/8eS4Mkjto75","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483864541","content_text":"快科技11月14日消息，雷军宣布，今天上午10点，他会通过视频发布小米汽车技术的新进展：小米智能底盘预研技术。雷军表示，小米汽车创办之初，我们就下定决心：从底层核心技术出发，十倍投入，认认真真造车！其实目前的小米SU7就采用了智能底盘技术，核心是全栈自研底盘控制算法，让车辆驾驶具备全维感知和全局协同控制的能力，不仅能提前感知前方路况的变化，而且毫秒之间快速响应，实现对车身的全局协同控制，让车辆提前做好准备，有效降低安全风险，远超传统汽车的被动底盘控制。除了智能底盘技术，小米SU7的底盘硬件素质也可圈可点，选择了前双球节双叉臂/后五连杆式独立悬架，并为降低非簧载质量采用了全铝制的悬架连杆。并且小米SU7搭载了与拓普集团联合开发的闭式空气弹簧系统和采埃孚提供的CDC阻尼可变减振器，其中闭式空气弹簧系统比传统开式系统的调节速度可提高100%，强大的调节能力让舒适性和操控性兼得。雷军将要介绍的小米智能底盘预研技术，无疑会将小米汽车的操控感和舒适性提升到新的高度，我们拭目以待。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358342076711328,"gmtCreate":1728522573090,"gmtModify":1728522578978,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"themes":[],"title":"2024/10/10 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港股崩盘了吗？怎么老不见天日？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250916073775120","isVote":1,"tweetType":1,"viewCount":2408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237219079159816,"gmtCreate":1698947644289,"gmtModify":1698947645488,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"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/237219079159816","repostId":"2380600676","repostType":2,"isVote":1,"tweetType":1,"viewCount":2340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":237217262088440,"gmtCreate":1698947214666,"gmtModify":1698947217841,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"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/237217262088440","repostId":"2380600676","repostType":2,"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232583837638848,"gmtCreate":1697810923619,"gmtModify":1697810925002,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"themes":[],"htmlText":"vl","listText":"vl","text":"vl","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232583837638848","repostId":"1121722542","repostType":2,"repost":{"id":"1121722542","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1697784812,"share":"https://ttm.financial/m/news/1121722542?lang=&edition=full","pubTime":"2023-10-20 14:53","market":"us","language":"zh","title":"特斯拉又被错杀了吗？多家机构认为是的","url":"https://stock-news.laohu8.com/highlight/detail?id=1121722542","media":"Wind万得","summary":"$特斯拉$本周在财报公布后一度大跌9%，随后一个交易日继续下挫。自从特斯拉迈过“交付地狱”开始盈利之后，这种市场表现是比较罕见的。那么这一次，特斯拉还是像以往那样，属于“错杀”吗？Tom Narayan 重申了对特斯拉股票跑赢大盘的投资评级。Alexander Potter补充称，对特斯拉能源业务的利润率感到“鼓舞”。不过对特斯拉未来表现更加担忧是市场主流情绪。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>本周在财报公布后一度大跌9%，随后一个交易日继续下挫。自从特斯拉迈过“交付地狱”开始盈利之后，这种市场表现是比较罕见的。那么这一次，特斯拉还是像以往那样，属于“错杀”吗？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5628784ad676f9a51ef0de8e328ab99a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">Evercore ISI分析师Chris McNally表示，特斯拉公布的盈利缺口，标志着其“三年来首次严重失误”。考虑到Cybertruck推出的经济环境和复杂性，这家电动汽车制造商在2024年也发出了更为谨慎的盈利前瞻。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场分析师Tom Narayan 认为，华尔街这一次可能真是“一叶障目”了。他写道，“投资者可能会将注意力，集中在对2024年的谨慎指引和下一代产品的潜在延迟方面，但我们怀疑这可能是从汽车制造商转变为一级供应商的主要转型的一部分。”</p><p style=\"text-align: left;\">Tom Narayan称，“特斯拉的汽车仍然是特斯拉公司的明星产品，但该公司还通过销售全自动驾驶系统赚钱。我们认为销售电力、电子产品、电池、充电，以及最终的全自动驾驶系统，可能会更有利可图。”</p><p style=\"text-align: left;\">Tom Narayan 重申了对特斯拉股票跑赢大盘的投资评级。不过他也承认，在下一份盈利报告发布之前，对2024年交付量的普遍预期可能会下降。Tom Narayan将该股的目标价从305美元下调至301美元。</p><p style=\"text-align: left;\"><strong>Piper Sandler的Alexander Potter表示，特斯拉的盈利失误对投资者来说不应该太令人惊讶，认为特斯拉的利润率未来会更好。</strong>他写道：“从积极的方面来看，固定电池业务创下了一个特殊的季度，毛利率为24.4%”；此外，销售成本“也呈好的趋势，这预示着利润率的回升”。</p><p style=\"text-align: left;\">Alexander Potter补充称，对特斯拉能源业务的利润率感到“鼓舞”。他指出，“随着能源部门利润的增长，投资者可能不再如此专注于汽车业务。”</p><p style=\"text-align: left;\">Alexander Potter对特斯拉的股票给与了增持评级和290美元的目标价，称其为“未来一年（及以后）最喜欢的持股”，尽管“很难确定未来几个月的上行催化剂”。</p><p style=\"text-align: left;\">Baird的Ben Kallo 也持类似观点：“能源和服务业务的不断增长鼓舞人心”，并表示随着特斯拉产品达到一定规模，利润率应该会提高。他给该股的评级是跑赢大盘，目标价为300美元。</p><p style=\"text-align: left;\">不过对特斯拉未来表现更加担忧是市场主流情绪。Bernstein分析师Toni Sacconaghi在报告中表示，特斯拉第三季度业绩“疲软”，“对其电话财报会议的评论更令人担忧”。他表示，该公司对墨西哥工厂的“犹豫”尤其令人担忧，因为该工厂预计将成为未来成本更低的Model 2的主要制造工厂。</p></body></html>","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>特斯拉又被错杀了吗？多家机构认为是的</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉又被错杀了吗？多家机构认为是的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2023-10-20 14:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>本周在财报公布后一度大跌9%，随后一个交易日继续下挫。自从特斯拉迈过“交付地狱”开始盈利之后，这种市场表现是比较罕见的。那么这一次，特斯拉还是像以往那样，属于“错杀”吗？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5628784ad676f9a51ef0de8e328ab99a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">Evercore ISI分析师Chris McNally表示，特斯拉公布的盈利缺口，标志着其“三年来首次严重失误”。考虑到Cybertruck推出的经济环境和复杂性，这家电动汽车制造商在2024年也发出了更为谨慎的盈利前瞻。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>资本市场分析师Tom Narayan 认为，华尔街这一次可能真是“一叶障目”了。他写道，“投资者可能会将注意力，集中在对2024年的谨慎指引和下一代产品的潜在延迟方面，但我们怀疑这可能是从汽车制造商转变为一级供应商的主要转型的一部分。”</p><p style=\"text-align: left;\">Tom Narayan称，“特斯拉的汽车仍然是特斯拉公司的明星产品，但该公司还通过销售全自动驾驶系统赚钱。我们认为销售电力、电子产品、电池、充电，以及最终的全自动驾驶系统，可能会更有利可图。”</p><p style=\"text-align: left;\">Tom Narayan 重申了对特斯拉股票跑赢大盘的投资评级。不过他也承认，在下一份盈利报告发布之前，对2024年交付量的普遍预期可能会下降。Tom Narayan将该股的目标价从305美元下调至301美元。</p><p style=\"text-align: left;\"><strong>Piper Sandler的Alexander Potter表示，特斯拉的盈利失误对投资者来说不应该太令人惊讶，认为特斯拉的利润率未来会更好。</strong>他写道：“从积极的方面来看，固定电池业务创下了一个特殊的季度，毛利率为24.4%”；此外，销售成本“也呈好的趋势，这预示着利润率的回升”。</p><p style=\"text-align: left;\">Alexander Potter补充称，对特斯拉能源业务的利润率感到“鼓舞”。他指出，“随着能源部门利润的增长，投资者可能不再如此专注于汽车业务。”</p><p style=\"text-align: left;\">Alexander Potter对特斯拉的股票给与了增持评级和290美元的目标价，称其为“未来一年（及以后）最喜欢的持股”，尽管“很难确定未来几个月的上行催化剂”。</p><p style=\"text-align: left;\">Baird的Ben Kallo 也持类似观点：“能源和服务业务的不断增长鼓舞人心”，并表示随着特斯拉产品达到一定规模，利润率应该会提高。他给该股的评级是跑赢大盘，目标价为300美元。</p><p style=\"text-align: left;\">不过对特斯拉未来表现更加担忧是市场主流情绪。Bernstein分析师Toni Sacconaghi在报告中表示，特斯拉第三季度业绩“疲软”，“对其电话财报会议的评论更令人担忧”。他表示，该公司对墨西哥工厂的“犹豫”尤其令人担忧，因为该工厂预计将成为未来成本更低的Model 2的主要制造工厂。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4548":"巴美列捷福持仓","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121722542","content_text":"特斯拉本周在财报公布后一度大跌9%，随后一个交易日继续下挫。自从特斯拉迈过“交付地狱”开始盈利之后，这种市场表现是比较罕见的。那么这一次，特斯拉还是像以往那样，属于“错杀”吗？Evercore ISI分析师Chris McNally表示，特斯拉公布的盈利缺口，标志着其“三年来首次严重失误”。考虑到Cybertruck推出的经济环境和复杂性，这家电动汽车制造商在2024年也发出了更为谨慎的盈利前瞻。加拿大皇家银行资本市场分析师Tom Narayan 认为，华尔街这一次可能真是“一叶障目”了。他写道，“投资者可能会将注意力，集中在对2024年的谨慎指引和下一代产品的潜在延迟方面，但我们怀疑这可能是从汽车制造商转变为一级供应商的主要转型的一部分。”Tom Narayan称，“特斯拉的汽车仍然是特斯拉公司的明星产品，但该公司还通过销售全自动驾驶系统赚钱。我们认为销售电力、电子产品、电池、充电，以及最终的全自动驾驶系统，可能会更有利可图。”Tom Narayan 重申了对特斯拉股票跑赢大盘的投资评级。不过他也承认，在下一份盈利报告发布之前，对2024年交付量的普遍预期可能会下降。Tom Narayan将该股的目标价从305美元下调至301美元。Piper Sandler的Alexander Potter表示，特斯拉的盈利失误对投资者来说不应该太令人惊讶，认为特斯拉的利润率未来会更好。他写道：“从积极的方面来看，固定电池业务创下了一个特殊的季度，毛利率为24.4%”；此外，销售成本“也呈好的趋势，这预示着利润率的回升”。Alexander Potter补充称，对特斯拉能源业务的利润率感到“鼓舞”。他指出，“随着能源部门利润的增长，投资者可能不再如此专注于汽车业务。”Alexander Potter对特斯拉的股票给与了增持评级和290美元的目标价，称其为“未来一年（及以后）最喜欢的持股”，尽管“很难确定未来几个月的上行催化剂”。Baird的Ben Kallo 也持类似观点：“能源和服务业务的不断增长鼓舞人心”，并表示随着特斯拉产品达到一定规模，利润率应该会提高。他给该股的评级是跑赢大盘，目标价为300美元。不过对特斯拉未来表现更加担忧是市场主流情绪。Bernstein分析师Toni Sacconaghi在报告中表示，特斯拉第三季度业绩“疲软”，“对其电话财报会议的评论更令人担忧”。他表示，该公司对墨西哥工厂的“犹豫”尤其令人担忧，因为该工厂预计将成为未来成本更低的Model 2的主要制造工厂。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":390168851,"gmtCreate":1605741398773,"gmtModify":1703839322309,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>财报泄露了？","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>财报泄露了？","text":"$哔哩哔哩(BILI)$财报泄露了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390168851","isVote":1,"tweetType":1,"viewCount":3359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305825989,"gmtCreate":1604936671641,"gmtModify":1703835371547,"author":{"id":"3441061610374997","authorId":"3441061610374997","name":"valueinvest","avatar":"https://static.tigerbbs.com/2c295e66bc3d02e91f28d6742fe7eab2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441061610374997","authorIdStr":"3441061610374997"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>麦当劳出竞品，吓成这样啊","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$</a>麦当劳出竞品，吓成这样啊","text":"$Beyond Meat, Inc.(BYND)$麦当劳出竞品，吓成这样啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305825989","isVote":1,"tweetType":1,"viewCount":3752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}