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北山汉子
北山汉子
·
2024-04-13
现在应该可以建仓了吧
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北山汉子
北山汉子
·
2024-04-13
还拿着在吗[笑哭]
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北山汉子
北山汉子
·
2024-04-05
$特斯拉(TSLA)$
全是内幕,玩个鸡毛[笑哭] [捂脸] [捂脸] [捂脸]
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北山汉子
北山汉子
·
2024-04-03
$特斯拉(TSLA)$
准备上一个5月份的sell call给老特,目标120, sell call 120,对冲一下正股下跌
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北山汉子
北山汉子
·
2023-11-18
$PayPal(PYPL)$
太他妈弱了,能不能学学人家
$Block(SQ)$
**
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北山汉子
北山汉子
·
2023-10-20
很正确
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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北山汉子
北山汉子
·
2023-10-19
$特斯拉(TSLA)$
特斯拉现在路子完美诠释:科技创新与发展才是第一生产力!通过技术降低生产成本,用低成本低价格卷死国内外一众电车公司。车辆量铺开后以及fsd成熟后,逐渐替代汽车销售变为公司运营盈利核心,从汽车公司转为科技数据公司,同时多条腿走路全面发展(储能、类人型机器人等) 看多!!!
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北山汉子
北山汉子
·
2023-10-05
$奈飞(NFLX)$
你是沙雕吧?
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北山汉子
北山汉子
·
2023-10-02
$特斯拉(TSLA)$
Q3数据啥时候出来哦
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北山汉子
北山汉子
·
2023-09-21
$特斯拉(TSLA)$
算你nb,我躺着不动,看你表[笑哭]
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 全是内幕,玩个鸡毛[笑哭] [捂脸] [捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 全是内幕,玩个鸡毛[笑哭] [捂脸] [捂脸] [捂脸] ","text":"$特斯拉(TSLA)$ 全是内幕,玩个鸡毛[笑哭] [捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292068490575920","isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291181557506304,"gmtCreate":1712115133771,"gmtModify":1712115135924,"author":{"id":"3485821643350224","authorId":"3485821643350224","name":"北山汉子","avatar":"https://static.tigerbbs.com/20c6dbf3d62aa8d0434c46d4dbd36863","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3485821643350224","authorIdStr":"3485821643350224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 准备上一个5月份的sell call给老特,目标120, sell call 120,对冲一下正股下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 准备上一个5月份的sell call给老特,目标120, sell call 120,对冲一下正股下跌","text":"$特斯拉(TSLA)$ 准备上一个5月份的sell call给老特,目标120, sell call 120,对冲一下正股下跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291181557506304","isVote":1,"tweetType":1,"viewCount":2211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242547957801056,"gmtCreate":1700237121558,"gmtModify":1700238506939,"author":{"id":"3485821643350224","authorId":"3485821643350224","name":"北山汉子","avatar":"https://static.tigerbbs.com/20c6dbf3d62aa8d0434c46d4dbd36863","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3485821643350224","authorIdStr":"3485821643350224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a>太他妈弱了,能不能学学人家<a href=\"https://laohu8.com/S/SQ\">$Block(SQ)$ </a>**","listText":"<a href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$ </a>太他妈弱了,能不能学学人家<a href=\"https://laohu8.com/S/SQ\">$Block(SQ)$ </a>**","text":"$PayPal(PYPL)$ 太他妈弱了,能不能学学人家$Block(SQ)$ **","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242547957801056","isVote":1,"tweetType":1,"viewCount":6450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232588325728512,"gmtCreate":1697812021602,"gmtModify":1697812023015,"author":{"id":"3485821643350224","authorId":"3485821643350224","name":"北山汉子","avatar":"https://static.tigerbbs.com/20c6dbf3d62aa8d0434c46d4dbd36863","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3485821643350224","authorIdStr":"3485821643350224"},"themes":[],"htmlText":"很正确","listText":"很正确","text":"很正确","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232588325728512","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://www.laohu8.com/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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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":{},"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 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Q3数据啥时候出来哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/226195672260712","isVote":1,"tweetType":1,"viewCount":4679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4125049091280352","authorId":"4125049091280352","name":"CZDUE","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"4125049091280352","authorIdStr":"4125049091280352"},"content":"已经出了,45.5万量,略低于预期","text":"已经出了,45.5万量,略低于预期","html":"已经出了,45.5万量,略低于预期"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":222363438334168,"gmtCreate":1695304350539,"gmtModify":1695305320240,"author":{"id":"3485821643350224","authorId":"3485821643350224","name":"北山汉子","avatar":"https://static.tigerbbs.com/20c6dbf3d62aa8d0434c46d4dbd36863","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3485821643350224","authorIdStr":"3485821643350224"},"themes":[],"htmlText":"<a 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