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阿拉丁神
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阿拉丁神
阿拉丁神
·
11-06
$特斯拉(TSLA)$
我从未如此反感挪威海盗！从Musk领导的Tesla获取了超过10倍的投资回报，却在薪酬方案上投出3次反对票！这家机构让我觉得恶心，真该把它踢出去！
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3
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阿拉丁神
阿拉丁神
·
11-05
北欧海盗就是个流氓机构，坐享其成，还不想支付报酬！赶紧滚出Tesla！
非常抱歉，此主贴已删除
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2
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阿拉丁神
阿拉丁神
·
11-04
$特斯拉(TSLA)$
关于11月6日股东大会议案的一些思考！ 但凡有头脑的股东，我想都会做出明确的判断，以自己的实际行动去支持Musk！否决，短期暴跌可能超10%，只会将投资机会留给那些居心叵测的盗贼；支持，必将受益于Musk领导下Tesla Ai+机器人落地的超额收益！试想，即便ETF，会免收管理费吗？Musk引领市值增长7倍，才得到12%的业绩提成，达不到没有管理费，这难道不公平？管理层不是客观公允的在推动公司发展和治理？反观一些指手画脚的股东，大家可以擦亮双眼去看看股东提案的议题，不能说毫无相关，但大多数就是扯淡议题！坚决拥护管理层1-6的全部提案！反对少数股东，滥用提案权的股东提案7！
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1
编组 21备份 2
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阿拉丁神
阿拉丁神
·
10-16
$Unity Software Inc.(U)$
这公司的基本面根本没那么差，但市场表现和它的管理层一样low
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505
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1
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阿拉丁神
阿拉丁神
·
10-09
轻松？找个地球人来把市值增加1.5万亿美元试试看！
非常抱歉，此主贴已删除
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373
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1
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阿拉丁神
阿拉丁神
·
09-25
UBS的分析师应该去做会计师！井底之大蛤蟆
高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期
瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。
高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期
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阿拉丁神
阿拉丁神
·
08-07
$Unity Software Inc.(U)$
还有这种走势，活久见！
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547
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2
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阿拉丁神
阿拉丁神
·
06-10
$Unity Software Inc.(U)$
这公司的一些董监高，真是蛀虫！该拉出去毙了
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1,924
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2
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3
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阿拉丁神
阿拉丁神
·
03-03
$Unity Software Inc.(U)$
SB公司！
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阿拉丁神
阿拉丁神
·
02-11
$Unity Software Inc.(U)$
垃圾中的垃圾[流泪]
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Ai+机器人落地的超额收益！试想，即便ETF，会免收管理费吗？Musk引领市值增长7倍，才得到12%的业绩提成，达不到没有管理费，这难道不公平？管理层不是客观公允的在推动公司发展和治理？反观一些指手画脚的股东，大家可以擦亮双眼去看看股东提案的议题，不能说毫无相关，但大多数就是扯淡议题！坚决拥护管理层1-6的全部提案！反对少数股东，滥用提案权的股东提案7！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496614760620744","isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489874818363536,"gmtCreate":1760625274501,"gmtModify":1760625276489,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512215775135523","idStr":"3512215775135523"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 这公司的基本面根本没那么差，但市场表现和它的管理层一样low","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 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这公司的基本面根本没那么差，但市场表现和它的管理层一样low","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489874818363536","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487282512441480,"gmtCreate":1760015679522,"gmtModify":1760015681801,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512215775135523","idStr":"3512215775135523"},"themes":[],"htmlText":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","listText":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","text":"轻松？找个地球人来把市值增加1.5万亿美元试试看！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487282512441480","repostId":"2574715298","repostType":2,"isVote":1,"tweetType":1,"viewCount":373,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482410947068224,"gmtCreate":1758804575412,"gmtModify":1758804577811,"author":{"id":"3512215775135523","authorId":"3512215775135523","name":"阿拉丁神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512215775135523","idStr":"3512215775135523"},"themes":[],"htmlText":"UBS的分析师应该去做会计师！井底之大蛤蟆","listText":"UBS的分析师应该去做会计师！井底之大蛤蟆","text":"UBS的分析师应该去做会计师！井底之大蛤蟆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482410947068224","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示：</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出：</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。</strong>相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面，瑞银将2025年交付总量预期从151万辆上调至162万辆，尽管同比仍下降9%，但与市场共识持平。2026年交付量预期则略下调至160万辆，较市场共识低14%。瑞银表示，将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善，Spak在报告最后仍强调：</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事，而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></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>高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期</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高盛之后瑞银跟进，华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">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":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆，高于市场共识，美国通胀削减法案税收优惠到期推动美国市场交付强劲，欧洲、中国市场的交付也表现不俗。尽管如此，瑞银仍维持“卖出”评级，预期第四季度交付将环比下滑，并指出特斯拉股价当前更多由AI题材驱动，而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告，多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价，而瑞银（UBS）分析师在本周也上调交付预估至超出市场普遍共识的水平，但仍维持对特斯拉股票的“卖出”（Sell）评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆，较去年同期增长3%，较上一季度增长24%，明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%，但与投资机构买方的预期更加接近，后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示：“我们认为，我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出：“尽管最终数据可能符合买方预期，但我们通常发现，股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%，今年迄今涨幅接近10%。Spak在报告中指出，瑞银之所以上调预测，是因为第三季度在多个市场的交付表现超出预期。首先，在美国市场，消费者为了赶上2025年9月底即将到期的《通胀削减法案》（IRA）下7500美元电动车税收抵免，推动了特斯拉销量大增。瑞银认为，本季度可能创下自2023年中以来美国季度交付量最高纪录，甚至可能是有史以来最高水平。然而，分析师也警告，当前的强劲需求很可能属于“提前透支”，意味着即使特斯拉在第四季度推出“低价版”Model Y，交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示，第三季度前两个月，特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面，零售交付量（即批发减去出口）环比增长约45%，表现同样稳健。此外，瑞银指出，土耳其和韩国市场的交付增长也值得关注。在库存方面，瑞银预计本季度交付量将超过产量，幅度可能达到7%，这将有助于特斯拉降低库存水平。相比之下，2025年第二季度产量曾超出交付量约2.6万辆，占比6%。瑞银同时预计，特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制，该数据难以即时核实，瑞银预测部署量为10.4GWh，环比增长8%，基本与Visible Alpha市场共识的10.9GWh持平，也高于上一季度的9.6GWh。Spak提醒投资者，能源储能业务具有周期性波动，单季度数据不宜过度解读。展望未来，瑞银预计2025年第四季度交付量将为42.8万辆，环比下降10%，同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出，以及美国市场可能面世的“低价版”Model 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