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乖西
乖西
·
2024-10-19
$特斯拉(TSLA)$
资本市场还是更看眼前
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乖西
乖西
·
2024-10-01
$五粮液(000858)$
涨
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乖西
乖西
·
2024-01-29
别的不说,作为比亚迪新车主,4个月新车电机变速箱总成坏了,且厂家4S店处理寒心,瞬间脱粉
比亚迪:预计2023年净利润290亿元-310亿元
同比增长74.46%-86.49%。
比亚迪:预计2023年净利润290亿元-310亿元
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乖西
乖西
·
2023-10-17
为什么不用鸿蒙系统
雷军:小米全新的操作系统澎湃OS正式版已完成封包
小米14系列,第一款搭载新系统的手机,已交付工厂开始生产。
雷军:小米全新的操作系统澎湃OS正式版已完成封包
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乖西
乖西
·
2023-10-05
$特斯拉(TSLA)$
等待出新车
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乖西
乖西
·
2023-06-21
$特斯拉(TSLA)$
跌下来
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乖西
乖西
·
2023-06-15
$特斯拉(TSLA)$
,今天跌的厉害
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乖西
乖西
·
2023-06-08
人工智能机器人估值低了,特斯拉汽车是特斯拉公司里最没技术含量的估值项目之一。人工智能机器人的未来前景不可限量,其价值绝不可能与汽车业务旗鼓相当,并且人工智能机器人完成布局之后会衍生出更多与人工智能相关的盈利点或盈利产品,甚至人工智能赋能汽车业务打造人工智能化特斯拉汽车,使汽车销量和利润突破现有的想象空间,汽车销量完全有可能是丰田1000万辆的数倍。
特斯拉不便宜,但还有25%的上涨空间
“新的收入来源才是估值的核心”。Piper Sandler分析师亚历山大·波特(Alexander Potter)认为,如果只看特斯拉(TSLA)汽车业务的潜力,那么特斯拉的股票不算便宜。不过,波特仍
特斯拉不便宜,但还有25%的上涨空间
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乖西
乖西
·
2023-05-30
做企业做大了,国务委员都接见。
非常抱歉,此主贴已删除
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乖西
乖西
·
2023-05-30
继续加油
非常抱歉,此主贴已删除
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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>比亚迪公告,预计2023年净利润290亿元-310亿元,同比增长74.46%-86.49%。</p><p>2023年,新能源汽车行业继续保持高速增长态势,公司新能源汽车销量再创历史新高,进一步巩固了全球新能源汽车销量第一的领先地位。</p><p>手机部件及组装业务方面,受益于海外大客户业务份额提升及安卓客户需求回暖、新能源汽车和新型智能产品业务高速增长,产能利用率明显提升,业务结构进一步优化,盈利能力显著改善,盈利实现大幅增长。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/add70fe03d9368e28128f9c8574a8eaa\" tg-width=\"560\" 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10:09","market":"hk","language":"zh","title":"雷军:小米全新的操作系统澎湃OS正式版已完成封包","url":"https://stock-news.laohu8.com/highlight/detail?id=1195677228","media":"老虎资讯综合","summary":"小米14系列,第一款搭载新系统的手机,已交付工厂开始生产。","content":"<html><head></head><body><p>10月17日,小米集团盘中拉升涨近4%,股价创今年2月以来新高。截至午间收盘涨幅3.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5cdb566b448e107b312205e4e3ea307\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,雷军在个人微博宣布小米全新的操作系统,小米澎湃OS(Xiaomi HyperOS),正式版已完成封包。小米14系列,第一款搭载新系统的手机,已交付工厂开始生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f175be7e543c11d350232932ada4a10e\" title=\"\" tg-width=\"625\" tg-height=\"346\"/></p><p></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>雷军:小米全新的操作系统澎湃OS正式版已完成封包</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; 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.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雷军:小米全新的操作系统澎湃OS正式版已完成封包\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-10-17 10:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月17日,小米集团盘中拉升涨近4%,股价创今年2月以来新高。截至午间收盘涨幅3.19%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d5cdb566b448e107b312205e4e3ea307\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,雷军在个人微博宣布小米全新的操作系统,小米澎湃OS(Xiaomi HyperOS),正式版已完成封包。小米14系列,第一款搭载新系统的手机,已交付工厂开始生产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f175be7e543c11d350232932ada4a10e\" title=\"\" tg-width=\"625\" tg-height=\"346\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195677228","content_text":"10月17日,小米集团盘中拉升涨近4%,股价创今年2月以来新高。截至午间收盘涨幅3.19%。消息面上,雷军在个人微博宣布小米全新的操作系统,小米澎湃OS(Xiaomi 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跌下来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189766979899416","isVote":1,"tweetType":1,"viewCount":1353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187637240262848,"gmtCreate":1686835872968,"gmtModify":1686835874235,"author":{"id":"3452856291235439","authorId":"3452856291235439","name":"乖西","avatar":"https://static.tigerbbs.com/489de809e48b5f5f2f1662bc78028e4c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452856291235439","authorIdStr":"3452856291235439"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>,今天跌的厉害","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>,今天跌的厉害","text":"$特斯拉(TSLA)$ 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22:10","market":"us","language":"zh","title":"特斯拉不便宜,但还有25%的上涨空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1108230663","media":"巴伦周刊","summary":"“新的收入来源才是估值的核心”。Piper Sandler分析师亚历山大·波特(Alexander Potter)认为,如果只看特斯拉(TSLA)汽车业务的潜力,那么特斯拉的股票不算便宜。不过,波特仍","content":"<html><head></head><body><blockquote><strong>“新的收入来源才是估值的核心”。</strong></blockquote><p style=\"text-align: justify;\">Piper Sandler分析师亚历山大·波特(Alexander Potter)认为,如果只看特斯拉(TSLA)汽车业务的潜力,那么特斯拉的股票不算便宜。不过,波特仍看涨特斯拉,他给出的评级为“买入”,目标价为280美元,比目前股价高25%。 </p><p style=\"text-align: justify;\">不难看出波特为什么说特斯拉的股票不便宜。特斯拉市值约6800亿美元,几乎是丰田(TM)市值的三倍,丰田是全球市值第二大汽车制造商,也是规模最大、盈利最稳定的汽车制造商之一。 </p><p style=\"text-align: justify;\">丰田ADR的价格约为2024日历年预期盈利的9倍,特斯拉的预期市盈率为45倍。</p><p style=\"text-align: justify;\">当然,特斯拉的增长速度要快得多,预计2023年销量将达到180万辆左右,增长约40%。丰田的年销量徘徊在1000万辆左右。即便特斯拉的年销量达到1000万辆,股票也是按每辆车6.8万美元左右的售价来估值的,而过去12个月售出的每辆车价格约为48.5万美元。丰田的股票是按照每辆车约2.4万美元的售价来估值的。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/77eec4b7d24c81e24c2a2daa063616f1\" alt=\"图片\" title=\"图片\" tg-width=\"639\" tg-height=\"426\"/><span>图片</span></p><p style=\"text-align: justify;\">特斯拉看上去是一家正在成长、而且昂贵的汽车公司,但除了汽车,特斯拉还有其他业务。波特在周一晚间发布的研报中写道:“我们认为,新的收入来源才是估值的核心,因此我们的目标价为280美元。” </p><p style=\"text-align: justify;\">特斯拉的业务还包括面向宅用户的太阳能电池板和存储电池产品、公用事业级的储能电池产品以及驾驶辅助软件(每辆车软件的售价最高为1.5万美元),以这样的价格销售一款基于软件的产品在乘用车行业是独一无二的。特斯拉还拥有人工智能驱动的机器人业务Optimus,首席执行官马斯克之前表示,Optimus有望成为特斯拉最有价值的业务。 </p><p style=\"text-align: justify;\">马斯克在5月份的年度股东大会上说:“我的预测是,特斯拉的大部分长期价值将来自Optimus,我对这个预测非常有信心。” </p><p style=\"text-align: justify;\">波特还看到了特斯拉在家用热泵等领域的机会。特斯拉汽车的HVAC系统使用热泵,该系统比传统加热和冷却技术更有效。</p><p style=\"text-align: justify;\">波特对特斯拉汽车业务的估值为每股135美元,总估值约为4300亿美元,几乎是丰田总市值的两倍。波特对特斯拉包括软件和储能的其他业务的估值为每股145美元,总估值约为4600亿美元。</p><p style=\"text-align: justify;\">FactSet的数据显示,在华尔街分析师中,波特给出的280美元的目标价是比较高的,New Street Research分析师皮埃尔·费拉古(Pierre Ferragu)给出目标价最高,为300美元,平均目标价约为192美元。</p><p style=\"text-align: justify;\">大约50%的分析师对特斯拉股票的评级为“买入”,标普500指数成份股的平均“买入”评级比率约为53%。 </p><p style=\"text-align: justify;\">特斯拉周二收盘上涨1.7%,标普500指数和纳斯达克综合指数分别上涨0.2%和0.4%。 </p><p style=\"text-align: justify;\">特斯拉已经连续七天上涨,在此期间上涨了近19%。 </p><p style=\"text-align: justify;\">波特给出的目标价是特斯拉周二上涨的原因之一,另一个原因是投资者消化了该公司在中国市场的数据。根据行业数据供应商的数据,5月份特斯拉在中国生产了约7.8万辆汽车,高于4月份的约7.6万辆。 </p><p style=\"text-align: justify;\">华尔街预计,第二季度特斯拉的汽车交付量约为44.5万辆,高于第一季度的42.3万辆。在这44.5万辆汽车中,约有一半在中国生产。 </p></body></html>","source":"lsy1587985706210","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>特斯拉不便宜,但还有25%的上涨空间</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特斯拉不便宜,但还有25%的上涨空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 22:10 北京时间 <a href=https://mp.weixin.qq.com/s/yNwNQKP-R2AHLMSC1Ak9zA?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D><strong>巴伦周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“新的收入来源才是估值的核心”。Piper Sandler分析师亚历山大·波特(Alexander Potter)认为,如果只看特斯拉(TSLA)汽车业务的潜力,那么特斯拉的股票不算便宜。不过,波特仍看涨特斯拉,他给出的评级为“买入”,目标价为280美元,比目前股价高25%。 不难看出波特为什么说特斯拉的股票不便宜。特斯拉市值约6800亿美元,几乎是丰田(TM)市值的三倍,丰田是全球市值第二大汽车...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yNwNQKP-R2AHLMSC1Ak9zA?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77eec4b7d24c81e24c2a2daa063616f1","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/yNwNQKP-R2AHLMSC1Ak9zA?global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A4%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108230663","content_text":"“新的收入来源才是估值的核心”。Piper Sandler分析师亚历山大·波特(Alexander Potter)认为,如果只看特斯拉(TSLA)汽车业务的潜力,那么特斯拉的股票不算便宜。不过,波特仍看涨特斯拉,他给出的评级为“买入”,目标价为280美元,比目前股价高25%。 不难看出波特为什么说特斯拉的股票不便宜。特斯拉市值约6800亿美元,几乎是丰田(TM)市值的三倍,丰田是全球市值第二大汽车制造商,也是规模最大、盈利最稳定的汽车制造商之一。 丰田ADR的价格约为2024日历年预期盈利的9倍,特斯拉的预期市盈率为45倍。当然,特斯拉的增长速度要快得多,预计2023年销量将达到180万辆左右,增长约40%。丰田的年销量徘徊在1000万辆左右。即便特斯拉的年销量达到1000万辆,股票也是按每辆车6.8万美元左右的售价来估值的,而过去12个月售出的每辆车价格约为48.5万美元。丰田的股票是按照每辆车约2.4万美元的售价来估值的。 图片特斯拉看上去是一家正在成长、而且昂贵的汽车公司,但除了汽车,特斯拉还有其他业务。波特在周一晚间发布的研报中写道:“我们认为,新的收入来源才是估值的核心,因此我们的目标价为280美元。” 特斯拉的业务还包括面向宅用户的太阳能电池板和存储电池产品、公用事业级的储能电池产品以及驾驶辅助软件(每辆车软件的售价最高为1.5万美元),以这样的价格销售一款基于软件的产品在乘用车行业是独一无二的。特斯拉还拥有人工智能驱动的机器人业务Optimus,首席执行官马斯克之前表示,Optimus有望成为特斯拉最有价值的业务。 马斯克在5月份的年度股东大会上说:“我的预测是,特斯拉的大部分长期价值将来自Optimus,我对这个预测非常有信心。” 波特还看到了特斯拉在家用热泵等领域的机会。特斯拉汽车的HVAC系统使用热泵,该系统比传统加热和冷却技术更有效。波特对特斯拉汽车业务的估值为每股135美元,总估值约为4300亿美元,几乎是丰田总市值的两倍。波特对特斯拉包括软件和储能的其他业务的估值为每股145美元,总估值约为4600亿美元。FactSet的数据显示,在华尔街分析师中,波特给出的280美元的目标价是比较高的,New Street Research分析师皮埃尔·费拉古(Pierre Ferragu)给出目标价最高,为300美元,平均目标价约为192美元。大约50%的分析师对特斯拉股票的评级为“买入”,标普500指数成份股的平均“买入”评级比率约为53%。 特斯拉周二收盘上涨1.7%,标普500指数和纳斯达克综合指数分别上涨0.2%和0.4%。 特斯拉已经连续七天上涨,在此期间上涨了近19%。 波特给出的目标价是特斯拉周二上涨的原因之一,另一个原因是投资者消化了该公司在中国市场的数据。根据行业数据供应商的数据,5月份特斯拉在中国生产了约7.8万辆汽车,高于4月份的约7.6万辆。 华尔街预计,第二季度特斯拉的汽车交付量约为44.5万辆,高于第一季度的42.3万辆。在这44.5万辆汽车中,约有一半在中国生产。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182006951149608,"gmtCreate":1685443908542,"gmtModify":1685444499461,"author":{"id":"3452856291235439","authorId":"3452856291235439","name":"乖西","avatar":"https://static.tigerbbs.com/489de809e48b5f5f2f1662bc78028e4c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452856291235439","authorIdStr":"3452856291235439"},"themes":[],"htmlText":"做企业做大了,国务委员都接见。","listText":"做企业做大了,国务委员都接见。","text":"做企业做大了,国务委员都接见。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182006951149608","repostId":"1116028491","repostType":4,"isVote":1,"tweetType":1,"viewCount":1547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181967788355712,"gmtCreate":1685434399507,"gmtModify":1685434401141,"author":{"id":"3452856291235439","authorId":"3452856291235439","name":"乖西","avatar":"https://static.tigerbbs.com/489de809e48b5f5f2f1662bc78028e4c","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452856291235439","authorIdStr":"3452856291235439"},"themes":[],"htmlText":"继续加油","listText":"继续加油","text":"继续加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181967788355712","repostId":"1163322834","repostType":2,"isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}