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yfz摩诃无量
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yfz摩诃无量
yfz摩诃无量
·
2022-12-30
去越南都不要去印度吧？
外媒消息：苹果希望将iPad生产转移到印度
苹果希望允许比亚迪股份与印度公司建立合资企业。
外媒消息：苹果希望将iPad生产转移到印度
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yfz摩诃无量
yfz摩诃无量
·
2022-12-20
继续加1000赶上美联储原地爆炸吧，咱们冤大头
非常抱歉，此主贴已删除
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yfz摩诃无量
yfz摩诃无量
·
2022-12-19
份子到位，继续新篇章
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yfz摩诃无量
yfz摩诃无量
·
2022-12-09
小扎就是前鉴
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yfz摩诃无量
yfz摩诃无量
·
2022-12-06
把比亚迪也买买
港交所：摩根大通增持哔哩哔哩120.9万股H股，持股比例增至11.17%
据港交所披露文件：11月30日，摩根大通以每股120.9807港元的均价买入哔哩哔哩-W120.9万股H股，持股比例从10.79%增加到11.17%。
港交所：摩根大通增持哔哩哔哩120.9万股H股，持股比例增至11.17%
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yfz摩诃无量
yfz摩诃无量
·
2022-12-06
牛逼了
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yfz摩诃无量
yfz摩诃无量
·
2022-12-05
赶紧多买点，这样免得变红
港交所：摩根大通买入美团2072.3万股，持股比例增加到5.04%
据港交所披露文件：11月29日，摩根大通以每股149.1982港元的均价买入美团2072.3万股H股，持股比例从4.67%增加到5.04%。
港交所：摩根大通买入美团2072.3万股，持股比例增加到5.04%
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yfz摩诃无量
yfz摩诃无量
·
2022-11-07
人民币以后可以参与港股，香港变成了离岛交易对吧[捂脸] 以后海南再搞一个海交所
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yfz摩诃无量
yfz摩诃无量
·
2022-09-16
[捂脸]
盘前 | 小心，3.5万亿美元期权即将到期！联邦快递暴跌20%
摘要：“四巫日”驾到，美股股指期货下跌；联邦快递跌超20%，美股物流股跟跌；系统遭黑客入侵，优步下挫；亨斯曼材料跌超7%，公司下调Q3盈利预期。9月16日，美股股指期货下跌，道指期货跌0.84%，标普
盘前 | 小心，3.5万亿美元期权即将到期！联邦快递暴跌20%
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yfz摩诃无量
yfz摩诃无量
·
2022-08-25
太强了果然是未来苹果
单车净利润6万，特斯拉凭什么？
自2019Q3以来，特斯拉已连续12个季度取得正向净利润，2022年一季度更是实现归母净利润55.77亿美元，超过2021年全年水平。此外，2022年上半年，特斯拉单车净利润超过1万美元。据乘联会数据，上海工厂2021年交付48.413万辆，占特斯拉全球总交付量的51.7%。在供应链成本上涨的行业普遍压力下，特斯拉盈利能力反而走向了暴增。此外，碳积分收入也是2020年特斯拉归母净利润转正的重要因素。
单车净利润6万，特斯拉凭什么？
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href=\"https://laohu8.com/S/AAPL\">苹果</a>希望允许<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>与印度公司建立合资企业，将iPad生产转移到印度。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c64c275e36283009fdf4003a4070d167","relate_stocks":{"AAPL":"苹果","01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115604147","content_text":"CNBC援引消息人士：苹果希望允许比亚迪股份与印度公司建立合资企业，将iPad生产转移到印度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623500416,"gmtCreate":1671499838836,"gmtModify":1671500752671,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"继续加1000赶上美联储原地爆炸吧，咱们冤大头","listText":"继续加1000赶上美联储原地爆炸吧，咱们冤大头","text":"继续加1000赶上美联储原地爆炸吧，咱们冤大头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623500416","repostId":"1142426231","repostType":2,"isVote":1,"tweetType":1,"viewCount":2316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623674557,"gmtCreate":1671419533479,"gmtModify":1671419535029,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"份子到位，继续新篇章","listText":"份子到位，继续新篇章","text":"份子到位，继续新篇章","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623674557","repostId":"2292815347","repostType":2,"isVote":1,"tweetType":1,"viewCount":1835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629244353,"gmtCreate":1670572150073,"gmtModify":1670572151716,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"小扎就是前鉴","listText":"小扎就是前鉴","text":"小扎就是前鉴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629244353","repostId":"1195542836","repostType":2,"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629199701,"gmtCreate":1670319702804,"gmtModify":1670319704657,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"把比亚迪也买买","listText":"把比亚迪也买买","text":"把比亚迪也买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629199701","repostId":"1113987223","repostType":2,"repost":{"id":"1113987223","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1670318243,"share":"https://www.laohu8.com/m/news/1113987223?lang=&edition=full","pubTime":"2022-12-06 17:17","market":"hk","language":"zh","title":"港交所：摩根大通增持哔哩哔哩120.9万股H股，持股比例增至11.17%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113987223","media":"老虎资讯综合","summary":"据港交所披露文件：11月30日，摩根大通以每股120.9807港元的均价买入哔哩哔哩-W120.9万股H股，持股比例从10.79%增加到11.17%。","content":"<html><head></head><body><p>据港交所披露文件：11月30日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以每股120.9807港元的均价买入<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>120.9万股H股，持股比例从10.79%增加到11.17%。</p><p><img src=\"https://static.tigerbbs.com/9d7e77f2863b43218196d72c9ed32090\" tg-width=\"923\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></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\" 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17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据港交所披露文件：11月30日，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>以每股120.9807港元的均价买入<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>120.9万股H股，持股比例从10.79%增加到11.17%。</p><p><img src=\"https://static.tigerbbs.com/9d7e77f2863b43218196d72c9ed32090\" tg-width=\"923\" tg-height=\"298\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","09626":"哔哩哔哩-W","SG9999002232.USD":"Allianz Global High Payout USD","BK4533":"AQR资本管理(全球第二大对冲基金)","BILI":"哔哩哔哩","BK4566":"资本集团","BK4509":"腾讯概念","LU1363072403.SGD":"Fidelity Global Financial Services 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17:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据港交所披露文件：11月29日，摩根大通以每股149.1982港元的均价买入美团2072.3万股H股，持股比例从4.67%增加到5.04%。</p><p><img src=\"https://static.tigerbbs.com/3d185fa070e2f2b64aae398f2ba47fd2\" tg-width=\"934\" tg-height=\"399\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120890821","content_text":"据港交所披露文件：11月29日，摩根大通以每股149.1982港元的均价买入美团2072.3万股H股，持股比例从4.67%增加到5.04%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664398792,"gmtCreate":1667804295516,"gmtModify":1667804824472,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"人民币以后可以参与港股，香港变成了离岛交易对吧[捂脸] 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","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663465047","repostId":"1108611157","repostType":2,"repost":{"id":"1108611157","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1663330557,"share":"https://www.laohu8.com/m/news/1108611157?lang=&edition=full","pubTime":"2022-09-16 20:15","market":"us","language":"zh","title":"盘前 | 小心，3.5万亿美元期权即将到期！联邦快递暴跌20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108611157","media":"老虎资讯综合","summary":"摘要：“四巫日”驾到，美股股指期货下跌；联邦快递跌超20%，美股物流股跟跌；系统遭黑客入侵，优步下挫；亨斯曼材料跌超7%，公司下调Q3盈利预期。9月16日，美股股指期货下跌，道指期货跌0.84%，标普","content":"<html><head></head><body><blockquote>摘要：“四巫日”驾到，美股股指期货下跌；<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌超20%，美股物流股跟跌；系统遭黑客入侵，<a href=\"https://laohu8.com/S/UBER\">优步</a>下挫；<a href=\"https://laohu8.com/S/HUN\">亨斯曼材料</a>跌超7%，公司下调Q3盈利预期。</blockquote><p>9月16日，美股股指期货下跌，道指期货跌0.84%，标普500指数跌0.95%，纳指期货跌1.09%。<img src=\"https://static.tigerbbs.com/ab5cc665b02ea076383bdaa106f8a755\" tg-width=\"435\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p><b>美股“四巫日”驾到，3.5万亿美元期权即将到期！</b>本周五美股将迎来“四巫日”，即股指期货、股指期权、个股期货与个股期权同时到期。这种情形每季度发生一次，分别发生在每年三、六、九、十二月的第三个星期五，常令股市的波动性显著升高。根据高盛集团的数据，周五将有大约3.5万亿美元的期权将到期。</p><p>报道称字节跳动计划使用不超过30亿美元的现金回购股票并扩大员工预留期权池。</p><p>自2022年8月19日以来，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>已连续20个交易日回购，共计2244万股，耗资70.34亿港元。</p><p>恒大集团9月16日宣布，恒驰5在天津工厂正式量产。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国Model 3、Model Y所有车型最短预期交付时间均缩短至1周。</p><p>FF第二大股东Sean Smart Limited问责FF董事会，敦促召开特别股东大会，要求罢免两位独立董事。</p><p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>收到欧洲药品管理局人用药品委员会（CHMP）的积极意见，建议将新冠疫苗Comirnaty®的欧盟有条件上市授权转换为正式上市授权。</p><p>世卫组织：<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>新冠抗体药物对目前流行变体没效果，不建议使用。</p><p><b>盘前行情</b></p><p>联邦快递盘前下挫超20%，美股物流股跟跌，<a href=\"https://laohu8.com/S/UPS\">联合包裹</a>跌超6%，XPO跌超4%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近3%，此前联邦快递下调业绩预测并警告称全球经济将放缓。</p><p>亨斯曼材料盘前跌超7%，公司下调Q3盈利预期。</p><p><a href=\"https://laohu8.com/S/UBER\">优步</a>盘前跌超4%，其电脑系统遭黑客入侵。</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>盘前跌超2%，公司豪掷200亿美元收购Figma。</p><p>Roblox盘前跌超2%，8月日活用户平均预定量下降14%-16%。</p><p><a href=\"https://laohu8.com/S/GE\">通用电气</a>盘前跌超4%，公司首席财务官表示，该公司仍在努力解决供应链瓶颈问题，这使得公司很难按时向客户交付产品。</p><p><b>欧洲市场</b></p><p>欧洲主要股指普遍走弱，截至发稿，德国DAX30指数跌1.46%，法国CAC40跌1.11%。<img src=\"https://static.tigerbbs.com/4c2003b6d56f8beb6fd4eb6215172425\" tg-width=\"821\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报85.91美元/桶，日内涨幅0.95%；布油现报91.96美元/桶，日内涨幅1.22%。</p><p>世界银行和IMF警告全球经济衰退风险，打压原油需求前景预期，隔夜油价大跌，虽然目前温和反弹进行调整，但周五亚欧股市也普遍跟随隔夜美股跌势，美股股指期货也延续跌势，或将进一步拖累油价。另外，美联储激进加息前景、<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部称2023财年之前不太可能寻求补充战略石油储备，也打击多头士气，投资者需要提防油价进一步下跌风险。</p><p><b>黄金</b></p><p>现货黄金日内跌0.16%，报1674.60美元/盎司。</p><p>隔夜美国零售销售数据和初请失业金人数变动强于预期，市场被美联储激进加息预期笼罩，美元相对强势，美债收益率走高，进一步打压金价。短线来看，在下周美联储决议前，金价偏向弱势，并存在进一步下探风险；技术面来看，短线金价下跌动能仍存</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>盘前 | 小心，3.5万亿美元期权即将到期！联邦快递暴跌20%</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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盘前 | 小心，3.5万亿美元期权即将到期！联邦快递暴跌20%\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\">2022-09-16 20:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote>摘要：“四巫日”驾到，美股股指期货下跌；<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>跌超20%，美股物流股跟跌；系统遭黑客入侵，<a href=\"https://laohu8.com/S/UBER\">优步</a>下挫；<a href=\"https://laohu8.com/S/HUN\">亨斯曼材料</a>跌超7%，公司下调Q3盈利预期。</blockquote><p>9月16日，美股股指期货下跌，道指期货跌0.84%，标普500指数跌0.95%，纳指期货跌1.09%。<img src=\"https://static.tigerbbs.com/ab5cc665b02ea076383bdaa106f8a755\" tg-width=\"435\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><b>盘前要闻</b></p><p><b>美股“四巫日”驾到，3.5万亿美元期权即将到期！</b>本周五美股将迎来“四巫日”，即股指期货、股指期权、个股期货与个股期权同时到期。这种情形每季度发生一次，分别发生在每年三、六、九、十二月的第三个星期五，常令股市的波动性显著升高。根据高盛集团的数据，周五将有大约3.5万亿美元的期权将到期。</p><p>报道称字节跳动计划使用不超过30亿美元的现金回购股票并扩大员工预留期权池。</p><p>自2022年8月19日以来，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>已连续20个交易日回购，共计2244万股，耗资70.34亿港元。</p><p>恒大集团9月16日宣布，恒驰5在天津工厂正式量产。</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国Model 3、Model Y所有车型最短预期交付时间均缩短至1周。</p><p>FF第二大股东Sean Smart Limited问责FF董事会，敦促召开特别股东大会，要求罢免两位独立董事。</p><p><a href=\"https://laohu8.com/S/PFE\">辉瑞</a>与<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>收到欧洲药品管理局人用药品委员会（CHMP）的积极意见，建议将新冠疫苗Comirnaty®的欧盟有条件上市授权转换为正式上市授权。</p><p>世卫组织：<a href=\"https://laohu8.com/S/GSK\">葛兰素史克</a>新冠抗体药物对目前流行变体没效果，不建议使用。</p><p><b>盘前行情</b></p><p>联邦快递盘前下挫超20%，美股物流股跟跌，<a href=\"https://laohu8.com/S/UPS\">联合包裹</a>跌超6%，XPO跌超4%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌近3%，此前联邦快递下调业绩预测并警告称全球经济将放缓。</p><p>亨斯曼材料盘前跌超7%，公司下调Q3盈利预期。</p><p><a href=\"https://laohu8.com/S/UBER\">优步</a>盘前跌超4%，其电脑系统遭黑客入侵。</p><p><a href=\"https://laohu8.com/S/ADBE\">Adobe</a>盘前跌超2%，公司豪掷200亿美元收购Figma。</p><p>Roblox盘前跌超2%，8月日活用户平均预定量下降14%-16%。</p><p><a href=\"https://laohu8.com/S/GE\">通用电气</a>盘前跌超4%，公司首席财务官表示，该公司仍在努力解决供应链瓶颈问题，这使得公司很难按时向客户交付产品。</p><p><b>欧洲市场</b></p><p>欧洲主要股指普遍走弱，截至发稿，德国DAX30指数跌1.46%，法国CAC40跌1.11%。<img src=\"https://static.tigerbbs.com/4c2003b6d56f8beb6fd4eb6215172425\" tg-width=\"821\" tg-height=\"361\" referrerpolicy=\"no-referrer\"/><b>原油</b></p><p>国际油价上涨，美油报85.91美元/桶，日内涨幅0.95%；布油现报91.96美元/桶，日内涨幅1.22%。</p><p>世界银行和IMF警告全球经济衰退风险，打压原油需求前景预期，隔夜油价大跌，虽然目前温和反弹进行调整，但周五亚欧股市也普遍跟随隔夜美股跌势，美股股指期货也延续跌势，或将进一步拖累油价。另外，美联储激进加息前景、<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部称2023财年之前不太可能寻求补充战略石油储备，也打击多头士气，投资者需要提防油价进一步下跌风险。</p><p><b>黄金</b></p><p>现货黄金日内跌0.16%，报1674.60美元/盎司。</p><p>隔夜美国零售销售数据和初请失业金人数变动强于预期，市场被美联储激进加息预期笼罩，美元相对强势，美债收益率走高，进一步打压金价。短线来看，在下周美联储决议前，金价偏向弱势，并存在进一步下探风险；技术面来看，短线金价下跌动能仍存</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index","FDX":"联邦快递","AMZN":"亚马逊",".IXIC":"NASDAQ Composite","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4131":"航空货运与物流"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108611157","content_text":"摘要：“四巫日”驾到，美股股指期货下跌；联邦快递跌超20%，美股物流股跟跌；系统遭黑客入侵，优步下挫；亨斯曼材料跌超7%，公司下调Q3盈利预期。9月16日，美股股指期货下跌，道指期货跌0.84%，标普500指数跌0.95%，纳指期货跌1.09%。盘前要闻美股“四巫日”驾到，3.5万亿美元期权即将到期！本周五美股将迎来“四巫日”，即股指期货、股指期权、个股期货与个股期权同时到期。这种情形每季度发生一次，分别发生在每年三、六、九、十二月的第三个星期五，常令股市的波动性显著升高。根据高盛集团的数据，周五将有大约3.5万亿美元的期权将到期。报道称字节跳动计划使用不超过30亿美元的现金回购股票并扩大员工预留期权池。自2022年8月19日以来，腾讯控股已连续20个交易日回购，共计2244万股，耗资70.34亿港元。恒大集团9月16日宣布，恒驰5在天津工厂正式量产。特斯拉中国Model 3、Model Y所有车型最短预期交付时间均缩短至1周。FF第二大股东Sean Smart Limited问责FF董事会，敦促召开特别股东大会，要求罢免两位独立董事。辉瑞与BioNTech SE收到欧洲药品管理局人用药品委员会（CHMP）的积极意见，建议将新冠疫苗Comirnaty®的欧盟有条件上市授权转换为正式上市授权。世卫组织：葛兰素史克新冠抗体药物对目前流行变体没效果，不建议使用。盘前行情联邦快递盘前下挫超20%，美股物流股跟跌，联合包裹跌超6%，XPO跌超4%，亚马逊跌近3%，此前联邦快递下调业绩预测并警告称全球经济将放缓。亨斯曼材料盘前跌超7%，公司下调Q3盈利预期。优步盘前跌超4%，其电脑系统遭黑客入侵。Adobe盘前跌超2%，公司豪掷200亿美元收购Figma。Roblox盘前跌超2%，8月日活用户平均预定量下降14%-16%。通用电气盘前跌超4%，公司首席财务官表示，该公司仍在努力解决供应链瓶颈问题，这使得公司很难按时向客户交付产品。欧洲市场欧洲主要股指普遍走弱，截至发稿，德国DAX30指数跌1.46%，法国CAC40跌1.11%。原油国际油价上涨，美油报85.91美元/桶，日内涨幅0.95%；布油现报91.96美元/桶，日内涨幅1.22%。世界银行和IMF警告全球经济衰退风险，打压原油需求前景预期，隔夜油价大跌，虽然目前温和反弹进行调整，但周五亚欧股市也普遍跟随隔夜美股跌势，美股股指期货也延续跌势，或将进一步拖累油价。另外，美联储激进加息前景、美国能源部称2023财年之前不太可能寻求补充战略石油储备，也打击多头士气，投资者需要提防油价进一步下跌风险。黄金现货黄金日内跌0.16%，报1674.60美元/盎司。隔夜美国零售销售数据和初请失业金人数变动强于预期，市场被美联储激进加息预期笼罩，美元相对强势，美债收益率走高，进一步打压金价。短线来看，在下周美联储决议前，金价偏向弱势，并存在进一步下探风险；技术面来看，短线金价下跌动能仍存","news_type":1},"isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":660986583,"gmtCreate":1661383391745,"gmtModify":1661383391745,"author":{"id":"3547588838082511","authorId":"3547588838082511","name":"yfz摩诃无量","avatar":"https://static.tigerbbs.com/855f543a863e56ba83eede9333da787b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547588838082511","authorIdStr":"3547588838082511"},"themes":[],"htmlText":"太强了果然是未来苹果","listText":"太强了果然是未来苹果","text":"太强了果然是未来苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660986583","repostId":"2261625502","repostType":2,"repost":{"id":"2261625502","kind":"news","pubTimestamp":1661352147,"share":"https://www.laohu8.com/m/news/2261625502?lang=&edition=full","pubTime":"2022-08-24 22:42","market":"us","language":"zh","title":"单车净利润6万，特斯拉凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2261625502","media":"华尔街见闻","summary":"自2019Q3以来，特斯拉已连续12个季度取得正向净利润，2022年一季度更是实现归母净利润55.77亿美元，超过2021年全年水平。此外，2022年上半年，特斯拉单车净利润超过1万美元。据乘联会数据，上海工厂2021年交付48.413万辆，占特斯拉全球总交付量的51.7%。在供应链成本上涨的行业普遍压力下，特斯拉盈利能力反而走向了暴增。此外，碳积分收入也是2020年特斯拉归母净利润转正的重要因素。","content":"<html><head></head><body><p>规模效应、供应链降本、商业模式创新和技术创新是特斯拉持续降本提效、创造高毛利水平的关键因素。</p><p>受益于弗里蒙特工厂和上海工厂产能不断扩张、全球交付量增加、领先的毛利率水平和服务和其他业务盈利能力增强等因素，特斯拉业绩和销量一路高歌猛进。</p><p>自2019Q3以来，特斯拉已连续12个季度取得正向净利润，2022年一季度更是实现归母净利润55.77亿美元，超过2021年全年水平。</p><p>特斯拉实现Model 3和 Model Y的全球交付量增加大幅改善现金流水平，截至2022二季度末，特斯拉现金和现金等价物累计达到183亿美元。此外，2022年上半年，特斯拉单车净利润超过1万美元。</p><p>特斯拉何以实现超额利润？<a href=\"https://laohu8.com/S/000166\">申万宏源</a>分析师屠亦婷、刘洋和蒲梦洁表示，规模效应、供应链降本、商业模式创新和技术创新是特斯拉持续降本提效、创造高毛利水平的关键因素。 </p><p>1．规模化生产摊薄固定成本</p><p>车辆生产规模增加将摊薄固定成本，特斯拉毛利在大众车型的生产规模扩大后体现出更好的规模效应。</p><p>以弗里蒙特工厂Model 3爬坡过程为例。2017三季度Model 3开始交付，但受生产效率和电池产能制约影响，Model 3爬坡进程不及预期。据特斯拉季报，2018年Q1，Model 3产线仍处于负毛利状态。2017Q3汽车业务整体毛利率（Non-GAAP，不含SBC和ZEV） 下降6.3pct至18.7%，Q4继续下降4.9pct至13.8%。</p><p>到2018Q3，Model 3生产效率提升，周产量爬升至5000辆，毛利率提升至20%左右，当季交付56065辆Model 3。量产规模扩大后，单车折旧/摊销成本由2017Q4的1.56万美元下降至6002美元，汽车业务毛利率（Non GAAP）回升至25.5%。折旧摊销和可变成本的下降能够实现规模效应最大化，是单车毛利实现跃升的关键。</p><p><a href=\"https://laohu8.com/S/06806\">申万宏源</a>证券进一步通过成本拆解的方式，发现规模化量产带来的单车固定资产折旧/摊销成本下降，帮助Model3从2018年Q1毛利率的-2.0%提升至Q3的17.6%，半年内毛利率提升了近20%。</p><p><img src=\"https://static.tigerbbs.com/6fbe30985216f83d451ab11878db4652\" tg-width=\"1024\" tg-height=\"624\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>2．供应链国产化，整车降本</p><p>特斯拉主要销往北美、中国和欧洲市场，特斯拉在中国布局上海超级工厂满足本土需求，在德国布局柏林超级工厂满足欧洲市场需求，通过供应链本土化和就近供应市场，利用当地原材料和零部件，可以显著降低生产成本、海运成本和关税成本。</p><p>据申万宏源证券测算，加州工厂标续版Model 3成本21.21万元，上海工厂标续版Model 3成本16.90万元。2020Q1美国地区标续版Model 3售价3.899万美元（约合26.9万元），中国地区Model 3售价（补贴后）29.9万元。据此可得2020Q1加州弗里蒙特工厂毛利率约为 15.5%，上海工厂毛利率约 32.0%。 </p><p><img src=\"https://static.tigerbbs.com/3fae98ddb251bccd2b9881ed511af8fa\" tg-width=\"1024\" tg-height=\"687\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>据乘联会数据，上海工厂2021年交付48.413万辆，占特斯拉全球总交付量的51.7%。 上海工厂产能强劲，毛利率水平高于其他超级工厂，至2022Q2国产化率超过95%。2021Q2，中国标准续航版Model Y上市，据称2022年7月产线扩建升级后可实现周产14000辆Model Y。 两款大众车型的产销持续增长将更进一步凸显上海工厂成本优势和盈利能力。</p><p>3．商业创新，软件收费提升单车净利</p><p>今年以来，全球动力电池供应链持续涨价，镍、钴、锂等动力电池原材料价格大幅上涨。</p><p>碳酸锂材料价格自2021年初疯涨10倍且仍维持高价。同时，新能源汽车车身重要原材料铝价较2021年初同比也上涨37.5%。</p><p>在供应链成本上涨的行业普遍压力下，特斯拉盈利能力反而走向了暴增。主要系特斯拉开创硬件预埋+软件收费服务，打破传统汽车商业模式，提升车企盈利能力。</p><p>特斯拉将收入来源从传统的整车一次性销售收入延伸至售后软件和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>服务收入，通过自动驾驶包、OTA付费升级、车联网订阅服务等获得软件收入。随着特斯拉全球保有量的不断提升和用户粘性的提升，软件服务将成为贡献特斯拉营收的重要力量。通过测算，申万宏源证券预计2025年FSD相关收入可达54.19亿美元。此外，碳积分收入也是2020年特斯拉归母净利润转正的重要因素。</p><p>4．核心技术自主可控，黑科技持续降本</p><p>依托中国高效成熟的零部件供应链体系，特斯拉90%以上零部件实现本土化供应。但是，特斯拉在热管理、电机控制、电机、电子电气架构和智能驾驶方案上实现技术全栈自研，掌握进化迭代的主动权。</p><p>特斯拉在新款Model Y上实现了4680电池、CTC方案和一体压铸技术三大黑科技，进一步实现降本增效：（1）应用自制4680电池成本降低14%。（2）由CTP大模组电池方案进一步发展至CTC电池底盘一体化方案，将电芯直接集成到车辆底盘，结构化、集成化的电芯设计使整车重量降低10%，续航提升14%，零件减少370个，单位成本下降7%，单位投资下降8%。（3）在后底板、前机舱和中段电池盒采用一体压铸技术。</p><p>申万宏源证券预计若4680技术及一体压铸技术全面部署，可为整车再次降本近20%。 采用4680电池后成本降低为434.1元/kWh， 以Model 3/Y平均电池容量55KWh为例， 则单车电池成本可下降30393元。以Model Y长续航版容量77kWh为例，单车电池成本可下降42547元。</p><p>申万宏源证券表示，特斯拉的盈利能力修复及爆发主要源自两种能力：①传统规模效应带动费用率下降；②技术创新带来全新降本空间。传统规模效应的增益贯穿始终，在特斯拉产能扩张初期将其从亏损的泥潭中拖出，而在上海工厂投产后的产能暴增期，规模效应更是帮助特斯拉进入一个全新的盈利高增时代。</p><p>技术降本、商业创新贯穿特斯拉成长始终，润物细无声，持续压缩单车成本，提高毛利水平，逐渐拉开了传统车企净利率差距。</p></body></html>","source":"wallstreetcn_api","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>单车净利润6万，特斯拉凭什么？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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单车净利润6万，特斯拉凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-24 22:42 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-08-24/doc-imizmscv7583716.shtml?finpagefr=p_115><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>规模效应、供应链降本、商业模式创新和技术创新是特斯拉持续降本提效、创造高毛利水平的关键因素。受益于弗里蒙特工厂和上海工厂产能不断扩张、全球交付量增加、领先的毛利率水平和服务和其他业务盈利能力增强等因素，特斯拉业绩和销量一路高歌猛进。自2019Q3以来，特斯拉已连续12个季度取得正向净利润，2022年一季度更是实现归母净利润55.77亿美元，超过2021年全年水平。特斯拉实现Model 3和 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-08-24/doc-imizmscv7583716.shtml?finpagefr=p_115\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-08-24/doc-imizmscv7583716.shtml?finpagefr=p_115","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2261625502","content_text":"规模效应、供应链降本、商业模式创新和技术创新是特斯拉持续降本提效、创造高毛利水平的关键因素。受益于弗里蒙特工厂和上海工厂产能不断扩张、全球交付量增加、领先的毛利率水平和服务和其他业务盈利能力增强等因素，特斯拉业绩和销量一路高歌猛进。自2019Q3以来，特斯拉已连续12个季度取得正向净利润，2022年一季度更是实现归母净利润55.77亿美元，超过2021年全年水平。特斯拉实现Model 3和 Model Y的全球交付量增加大幅改善现金流水平，截至2022二季度末，特斯拉现金和现金等价物累计达到183亿美元。此外，2022年上半年，特斯拉单车净利润超过1万美元。特斯拉何以实现超额利润？申万宏源分析师屠亦婷、刘洋和蒲梦洁表示，规模效应、供应链降本、商业模式创新和技术创新是特斯拉持续降本提效、创造高毛利水平的关键因素。 1．规模化生产摊薄固定成本车辆生产规模增加将摊薄固定成本，特斯拉毛利在大众车型的生产规模扩大后体现出更好的规模效应。以弗里蒙特工厂Model 3爬坡过程为例。2017三季度Model 3开始交付，但受生产效率和电池产能制约影响，Model 3爬坡进程不及预期。据特斯拉季报，2018年Q1，Model 3产线仍处于负毛利状态。2017Q3汽车业务整体毛利率（Non-GAAP，不含SBC和ZEV） 下降6.3pct至18.7%，Q4继续下降4.9pct至13.8%。到2018Q3，Model 3生产效率提升，周产量爬升至5000辆，毛利率提升至20%左右，当季交付56065辆Model 3。量产规模扩大后，单车折旧/摊销成本由2017Q4的1.56万美元下降至6002美元，汽车业务毛利率（Non GAAP）回升至25.5%。折旧摊销和可变成本的下降能够实现规模效应最大化，是单车毛利实现跃升的关键。申万宏源证券进一步通过成本拆解的方式，发现规模化量产带来的单车固定资产折旧/摊销成本下降，帮助Model3从2018年Q1毛利率的-2.0%提升至Q3的17.6%，半年内毛利率提升了近20%。2．供应链国产化，整车降本特斯拉主要销往北美、中国和欧洲市场，特斯拉在中国布局上海超级工厂满足本土需求，在德国布局柏林超级工厂满足欧洲市场需求，通过供应链本土化和就近供应市场，利用当地原材料和零部件，可以显著降低生产成本、海运成本和关税成本。据申万宏源证券测算，加州工厂标续版Model 3成本21.21万元，上海工厂标续版Model 3成本16.90万元。2020Q1美国地区标续版Model 3售价3.899万美元（约合26.9万元），中国地区Model 3售价（补贴后）29.9万元。据此可得2020Q1加州弗里蒙特工厂毛利率约为 15.5%，上海工厂毛利率约 32.0%。 据乘联会数据，上海工厂2021年交付48.413万辆，占特斯拉全球总交付量的51.7%。 上海工厂产能强劲，毛利率水平高于其他超级工厂，至2022Q2国产化率超过95%。2021Q2，中国标准续航版Model Y上市，据称2022年7月产线扩建升级后可实现周产14000辆Model Y。 两款大众车型的产销持续增长将更进一步凸显上海工厂成本优势和盈利能力。3．商业创新，软件收费提升单车净利今年以来，全球动力电池供应链持续涨价，镍、钴、锂等动力电池原材料价格大幅上涨。碳酸锂材料价格自2021年初疯涨10倍且仍维持高价。同时，新能源汽车车身重要原材料铝价较2021年初同比也上涨37.5%。在供应链成本上涨的行业普遍压力下，特斯拉盈利能力反而走向了暴增。主要系特斯拉开创硬件预埋+软件收费服务，打破传统汽车商业模式，提升车企盈利能力。特斯拉将收入来源从传统的整车一次性销售收入延伸至售后软件和智能服务收入，通过自动驾驶包、OTA付费升级、车联网订阅服务等获得软件收入。随着特斯拉全球保有量的不断提升和用户粘性的提升，软件服务将成为贡献特斯拉营收的重要力量。通过测算，申万宏源证券预计2025年FSD相关收入可达54.19亿美元。此外，碳积分收入也是2020年特斯拉归母净利润转正的重要因素。4．核心技术自主可控，黑科技持续降本依托中国高效成熟的零部件供应链体系，特斯拉90%以上零部件实现本土化供应。但是，特斯拉在热管理、电机控制、电机、电子电气架构和智能驾驶方案上实现技术全栈自研，掌握进化迭代的主动权。特斯拉在新款Model Y上实现了4680电池、CTC方案和一体压铸技术三大黑科技，进一步实现降本增效：（1）应用自制4680电池成本降低14%。（2）由CTP大模组电池方案进一步发展至CTC电池底盘一体化方案，将电芯直接集成到车辆底盘，结构化、集成化的电芯设计使整车重量降低10%，续航提升14%，零件减少370个，单位成本下降7%，单位投资下降8%。（3）在后底板、前机舱和中段电池盒采用一体压铸技术。申万宏源证券预计若4680技术及一体压铸技术全面部署，可为整车再次降本近20%。 采用4680电池后成本降低为434.1元/kWh， 以Model 3/Y平均电池容量55KWh为例， 则单车电池成本可下降30393元。以Model Y长续航版容量77kWh为例，单车电池成本可下降42547元。申万宏源证券表示，特斯拉的盈利能力修复及爆发主要源自两种能力：①传统规模效应带动费用率下降；②技术创新带来全新降本空间。传统规模效应的增益贯穿始终，在特斯拉产能扩张初期将其从亏损的泥潭中拖出，而在上海工厂投产后的产能暴增期，规模效应更是帮助特斯拉进入一个全新的盈利高增时代。技术降本、商业创新贯穿特斯拉成长始终，润物细无声，持续压缩单车成本，提高毛利水平，逐渐拉开了传统车企净利率差距。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}