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- 趋势猎人趋势猎人
  ·07-03
  大而美要是最终通过了，那可就不是跌这么一点了
  交付量同比降6万，股价不跌反涨？特斯拉Q2数据藏着什么玄机
  周三上午，$特斯拉$公布了第二季度的生产和交付数据。尽管该公司交付量同比大幅下降，但数据并没有许多人预期的那么糟糕。交付量降至不到33.7万辆，大多数分析师都预计第二季度将出现显著复苏。鉴于特斯拉的交付量略低于华尔街的平均预期，即使与去年同期相比下降了约6万辆，这些数字在接下来的几周应该会相当稳定。特朗普的重大法案可能在九月底取消电动汽车补贴。
  交付量同比降6万，股价不跌反涨？特斯拉Q2数据藏着什么玄机
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- 趋势猎人趋势猎人
  ·07-03
  $特斯拉(TSLA)$ 这种画门k线还是跌的概率大
  756 评论
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- 趋势猎人趋势猎人
  ·06-24
  $英伟达(NVDA)$ 开始顶背离了，看看还有多久能把顶部盘完
  312 评论
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- 趋势猎人趋势猎人
  ·05-01
  2025第三季度？
  714 评论
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- 趋势猎人趋势猎人
  ·2022-04-11
  $TSLA 20220414 1050.0 PUT$ 上周看跌，模拟盘蒙了一把，哈哈，错过了100W
  2,538 评论
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- 趋势猎人趋势猎人
  ·2022-03-12
  空
  @行走世间：
  $SP500指数2203(ES2203)$ 今晚是多还是空啊
  $SP500指数2203(ES2203)$ 今晚是多还是空啊
  3,114 评论
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- 趋势猎人趋势猎人
  ·2022-03-04
  $标普500(.SPX)$大盘快要崩了
  3,078 评论
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- 趋势猎人趋势猎人
  ·2022-02-25
  $标普500(.SPX)$$特斯拉(TSLA)$挂单一手大盘看涨期权，吃一波反弹，速速离场，实在是危险⚠️猴市依然看跌
  3,351 评论
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- 趋势猎人趋势猎人
  ·2022-02-15
  $标普500(.SPX)$今天站不上200日均线，后面就还要跌
  4,000 评论
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- 趋势猎人趋势猎人
  ·2022-02-11
  $特斯拉(TSLA)$是时候put了
  3,282 评论
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18:12","market":"us","language":"zh","title":"交付量同比降6万，股价不跌反涨？特斯拉Q2数据藏着什么玄机","url":"https://stock-news.laohu8.com/highlight/detail?id=1196846398","media":"美港股观察社","summary":"周三上午，$特斯拉$公布了第二季度的生产和交付数据。尽管该公司交付量同比大幅下降，但数据并没有许多人预期的那么糟糕。交付量降至不到33.7万辆，大多数分析师都预计第二季度将出现显著复苏。鉴于特斯拉的交付量略低于华尔街的平均预期，即使与去年同期相比下降了约6万辆，这些数字在接下来的几周应该会相当稳定。特朗普的重大法案可能在九月底取消电动汽车补贴。","content":"<html><head></head><body><p>周三上午，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公布了第二季度的生产和交付数据。这家电动汽车巨头由于马斯克涉足政治领域，以及今年年初因车型转换导致的生产中断，需求问题急剧增加。尽管该公司交付量同比大幅下降，但数据并没有许多人预期的那么糟糕。</p><p style=\"text-align: left;\"><strong>第二季度数据回顾</strong></p><p>今年第一季度是近段时间最疲弱的一个季度，多个工厂都在努力启动新款Model Y的生产。交付量降至不到33.7万辆，大多数分析师都预计第二季度将出现显著复苏。然而，<strong>来自中国和欧洲的数据并不强劲，导致许多分析师逐渐下调了他们在该季度超过40万辆交付量的预期。</strong>在下面的图表中，你可以看到特斯拉2025年第二季度的报告数据，该公司的汇总平均预期交付量略高于38.5万辆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb6c48ddd82ab4dfe5ebf3beb339b3f6\" title=\"图：2025年第二季度交付量\" tg-width=\"554\" tg-height=\"142\"/><span>图：2025年第二季度交付量</span></p><p>特斯拉还宣布部署了9.6 GWh的能源存储产品，考虑到今年早些时候上海Megapack工厂的开业，这一数字似乎有点低。从下面的图表可以看出，分析师们已经下调了他们的营收和利润预期有一段时间了，如果你回溯到去年，下调幅度更大。鉴于特斯拉的交付量略低于华尔街的平均预期，即使与去年同期相比下降了约6万辆，这些数字在接下来的几周应该会相当稳定。作为提醒，今年第一季度，该公司报告的营收为193.4亿美元，非美国通用会计准则（non-GAAP）每股收益为0.27美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6aa232bd4d53de71a93cbcca9c73afc1\" title=\"图：特斯拉第二季度预期；来源：Seeking Alpha\" tg-width=\"254\" tg-height=\"201\"/><span>图：特斯拉第二季度预期；来源：Seeking Alpha</span></p><p><strong>2025年下半年展望</strong></p><p>目前看来，<strong>特斯拉在2024年的交付量基础上实现增长将面临艰难挑战。</strong>该公司计划在今年下半年开始交付一些更经济实惠的车型。然而，目前尚不清楚这是否意味着全新的车型，还是仅仅是对当前产品线的简化版本。今年迄今，特斯拉在全球范围内开展了各种促销活动以刺激需求，在中国的优惠措施延长至七月底，以及在韩国启动了一项新的利率促销活动。</p><p>在美国，情况可能很快就会变得非常有趣。<strong>特朗普的重大法案可能在九月底取消电动汽车补贴。</strong>这可能对美国第三季度的交付量有所帮助，但此前预计补贴截止日期将是今年年底甚至2026年的某个时候。鉴于当前的政策雄心，电动汽车电池制造和监管积分的积分也可能面临风险。而本周，特朗普总统与马斯克之间的争执进一步升级，总统可能试图进一步限制马斯克的商业活动，并可能将他遣返南非。</p><p>六月下旬，特斯拉在德克萨斯州奥斯汀展示了其首次完全无人驾驶的骑行，尽管在乘客座位上有一名安全员，并且还进行了远程监督。埃隆·马斯克预计这个项目将随着时间的推移迅速扩大规模，而像Ark Invest首席执行官Cathie Wood这样的主要支持者预计，特斯拉的自动驾驶交通计划将带来巨大的收入增长。</p><p style=\"text-align: left;\"><strong>当前的估值情况</strong></p><p>当审视特斯拉时，其股票对于一家汽车公司而言显得极为昂贵。该股票周二收盘价约为其预期调整后收益的161倍。作为对比，美国两大传统汽车制造商的平均市盈率仅为个位数。即便将特斯拉视为一家科技公司，其估值也远高于那些市盈率为20至30倍的大型科技巨头。</p><p>此外，在下图中，你可以看到特斯拉在2025年预期营收的价格销售比率与其他电动汽车公司——<a href=\"https://laohu8.com/S/LCID\">Lucid</a>、<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>、<a href=\"https://laohu8.com/S/VFS\">VinFast Auto</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/PSNY\">极星汽车</a>、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、蔚来和极氪——的对比。所有估值均截至周二收盘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/95c5326d2e52cd9d4b8dfdb30c73f5d1\" title=\"图：电动汽车价格销售比率；来源：Seeking Alpha\" tg-width=\"554\" tg-height=\"341\"/><span>图：电动汽车价格销售比率；来源：Seeking Alpha</span></p><p><strong>这八家对比公司的平均值是其今年预期营收的1.74倍。</strong>其中许多公司预计今年的营收增长率将远高于特斯拉。当然，它们都在较小的基数上进行增长。此外，特斯拉是这些公司中为数不多目前交付量能带来任何有意义的利润和现金流的公司，但其股价的溢价幅度巨大。截至周二收盘，华尔街的平均目标股价约为306美元，这意味着从当天收盘价来看，并没有太大的上涨空间。</p><p style=\"text-align: left;\"><strong>总结</strong></p><p>尽管特斯拉报告的汽车交付量同比大幅下降，但数据并没有许多人认为的那么糟糕。这引发了股价的释然性反弹，在周三早盘前交易中上涨超过5%。现在，<strong>投资者将期待在未来几个月内推出更经济实惠的车型，以及<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车服务的扩展。</strong></p><p>尽管特斯拉在周三报告了相对不错的数据，但其估值仍然高得离谱。该公司在未来几个月有许多需要证明的地方，但最新消息也应该让看空者安静一段时间。投资者或许需要等待7月23日发布的财报。</p></body></html>","source":"lsy1613660645849","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-07-03 18:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wuVPK8Vyx1t-6eF6EL_8Pw><strong>美港股观察社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三上午，特斯拉公布了第二季度的生产和交付数据。这家电动汽车巨头由于马斯克涉足政治领域，以及今年年初因车型转换导致的生产中断，需求问题急剧增加。尽管该公司交付量同比大幅下降，但数据并没有许多人预期的那么糟糕。第二季度数据回顾今年第一季度是近段时间最疲弱的一个季度，多个工厂都在努力启动新款Model Y的生产。交付量降至不到33.7万辆，大多数分析师都预计第二季度将出现显著复苏。然而，来自中国和欧洲...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wuVPK8Vyx1t-6eF6EL_8Pw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/wuVPK8Vyx1t-6eF6EL_8Pw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196846398","content_text":"周三上午，特斯拉公布了第二季度的生产和交付数据。这家电动汽车巨头由于马斯克涉足政治领域，以及今年年初因车型转换导致的生产中断，需求问题急剧增加。尽管该公司交付量同比大幅下降，但数据并没有许多人预期的那么糟糕。第二季度数据回顾今年第一季度是近段时间最疲弱的一个季度，多个工厂都在努力启动新款Model Y的生产。交付量降至不到33.7万辆，大多数分析师都预计第二季度将出现显著复苏。然而，来自中国和欧洲的数据并不强劲，导致许多分析师逐渐下调了他们在该季度超过40万辆交付量的预期。在下面的图表中，你可以看到特斯拉2025年第二季度的报告数据，该公司的汇总平均预期交付量略高于38.5万辆。图：2025年第二季度交付量特斯拉还宣布部署了9.6 GWh的能源存储产品，考虑到今年早些时候上海Megapack工厂的开业，这一数字似乎有点低。从下面的图表可以看出，分析师们已经下调了他们的营收和利润预期有一段时间了，如果你回溯到去年，下调幅度更大。鉴于特斯拉的交付量略低于华尔街的平均预期，即使与去年同期相比下降了约6万辆，这些数字在接下来的几周应该会相当稳定。作为提醒，今年第一季度，该公司报告的营收为193.4亿美元，非美国通用会计准则（non-GAAP）每股收益为0.27美元。图：特斯拉第二季度预期；来源：Seeking Alpha2025年下半年展望目前看来，特斯拉在2024年的交付量基础上实现增长将面临艰难挑战。该公司计划在今年下半年开始交付一些更经济实惠的车型。然而，目前尚不清楚这是否意味着全新的车型，还是仅仅是对当前产品线的简化版本。今年迄今，特斯拉在全球范围内开展了各种促销活动以刺激需求，在中国的优惠措施延长至七月底，以及在韩国启动了一项新的利率促销活动。在美国，情况可能很快就会变得非常有趣。特朗普的重大法案可能在九月底取消电动汽车补贴。这可能对美国第三季度的交付量有所帮助，但此前预计补贴截止日期将是今年年底甚至2026年的某个时候。鉴于当前的政策雄心，电动汽车电池制造和监管积分的积分也可能面临风险。而本周，特朗普总统与马斯克之间的争执进一步升级，总统可能试图进一步限制马斯克的商业活动，并可能将他遣返南非。六月下旬，特斯拉在德克萨斯州奥斯汀展示了其首次完全无人驾驶的骑行，尽管在乘客座位上有一名安全员，并且还进行了远程监督。埃隆·马斯克预计这个项目将随着时间的推移迅速扩大规模，而像Ark Invest首席执行官Cathie Wood这样的主要支持者预计，特斯拉的自动驾驶交通计划将带来巨大的收入增长。当前的估值情况当审视特斯拉时，其股票对于一家汽车公司而言显得极为昂贵。该股票周二收盘价约为其预期调整后收益的161倍。作为对比，美国两大传统汽车制造商的平均市盈率仅为个位数。即便将特斯拉视为一家科技公司，其估值也远高于那些市盈率为20至30倍的大型科技巨头。此外，在下图中，你可以看到特斯拉在2025年预期营收的价格销售比率与其他电动汽车公司——Lucid、Rivian、VinFast Auto、小鹏汽车、极星汽车、比亚迪、蔚来和极氪——的对比。所有估值均截至周二收盘。图：电动汽车价格销售比率；来源：Seeking 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