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天悦哥哥

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- 天悦哥哥天悦哥哥
  ·2024-02-08
  2024估计涨50%
  非常抱歉，此主贴已删除
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- 天悦哥哥天悦哥哥
  ·2023-03-28
  $硅谷银行(SIVBQ)$ 退市为啥不显示归零呀
  1,212 评论
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- 天悦哥哥天悦哥哥
  ·2023-03-23
  木头姐，太好笑了
  非常抱歉，此主贴已删除
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- 天悦哥哥天悦哥哥
  ·2023-01-15
  已经加了杠杆买了。特斯拉
  老虎锐评 | 特斯拉终于把“战火”烧向了传统车企
  特斯拉的降价绝对是利好，没有任何质疑的空间。
  老虎锐评 | 特斯拉终于把“战火”烧向了传统车企
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我paypal TM跌了80%了 tmd想死","text":"真的假的 我paypal TM跌了80%了 tmd想死","html":"真的假的 我paypal TM跌了80%了 tmd想死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659637799,"gmtCreate":1680005685411,"gmtModify":1680009305023,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$&nbsp;</a>退市为啥不显示归零呀","listText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$&nbsp;</a>退市为啥不显示归零呀","text":"$硅谷银行(SIVBQ)$ 退市为啥不显示归零呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659637799","isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659042972,"gmtCreate":1679580397096,"gmtModify":1679581259906,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"木头姐，太好笑了","listText":"木头姐，太好笑了","text":"木头姐，太好笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659042972","repostId":"1141207303","repostType":2,"isVote":1,"tweetType":1,"viewCount":1666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626306939,"gmtCreate":1673756000822,"gmtModify":1673757289340,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"已经加了杠杆买了。特斯拉","listText":"已经加了杠杆买了。特斯拉","text":"已经加了杠杆买了。特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626306939","repostId":"1117925030","repostType":4,"repost":{"id":"1117925030","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673617910,"share":"https://www.laohu8.com/m/news/1117925030?lang=&edition=full","pubTime":"2023-01-13 21:51","market":"us","language":"zh","title":"老虎锐评 | 特斯拉终于把“战火”烧向了传统车企","url":"https://stock-news.laohu8.com/highlight/detail?id=1117925030","media":"老虎锐评","summary":"特斯拉的降价绝对是利好，没有任何质疑的空间。 ","content":"<html><head></head><body><p>美国今天进入季报期，看点真的是非常多，比方说大银行的报告里面隐藏的宏观趋势，Delta航空预期不如预期（新闻说是Labor Cost增加——航空业的工会问题），但是这一切在特斯拉降价面前，都显得不重要了。因为特斯拉的降价不仅涉及到公司本身，也涉及到行业（汽车行业），更是宏观趋势（消费）的一面镜子。特斯拉从出生那一天开始就是一个特例，从来不需要花钱做流量，但是得到的流量比任何一家公司都要凶猛。</p><p><b>第一个看点：特斯拉空头的决心</b></p><p>从股价来看，特斯拉的空头最近心里面开始有所胆怯，股价在$100-$110反弹了3次，并没有如愿攻破$100的心理防线。不过，特斯拉的空头绝对不会轻易投降，这一波股价回撤赚得盆满钵满，被轧空两天也会觉得可以承受。从理性来看，空头是没有太多道理的，为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口，但特斯拉中国区降价之后，特斯拉全球降价理应是被预期的东西，这时候利用降价来做空，底气有那么足吗？</p><p><b>第二个看点：特斯拉多头思想的转变</b></p><p>特斯拉多头（散户很多）在这一波被空头揍晕之后，相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景，现在还在市场留下的多头（特别是散户），多半已经放弃了3个月就V型反弹的幻想，耐心更强一些。但是，特斯拉多头要想拥有绝对的耐心，必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过，但是看电动三宝股价随后的变化（还没有到30-50%的幅度），就知道资本市场的认识转向是很慢的，要想理解“特斯拉降价是好事情会逼死同行”需要时间。</p><p><b>第三个看点：美国的造车新势力怎么应对</b></p><p>美国的造车新势力相对来说没这么多，目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁，因为Lucid的定价是$77K+，Rivian的定价是$70K+。更重要的是，这两家的毛利怎么样？Lucid的前9个月收入是$3.5亿，但是COGS是$10亿，毛利是负数。</p><p><img src=\"https://static.tigerbbs.com/d98618679b1a0647cc5704f184ea02e3\" tg-width=\"1468\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>Rivian和Lucid问题一样，2022年前9个月的毛利也是负数。</p><p><img src=\"https://static.tigerbbs.com/2a26bef2dacedd213a4d95f4b8f27958\" tg-width=\"1875\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>毛利都是负数，那就证明这两家公司连最基本的生死线都没过，比中国电动车企的问题还大。所以特斯拉不降价，它们是慢性死亡，特斯拉降价，它们是加速死亡。</p><p><b>第四个看点：美国的传统车企怎么应对</b></p><p>特斯拉在欧美新能源汽车领域是没有任何竞争对手的，真正的竞争对手是传统车企，但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样（因为GM的产品很多，所以就以总体的GM的毛利粗略估计）：</p><p>GM在3季度总的毛利是$81.8亿，全球卖了153.7万辆车，差不多一辆车的毛利是$5,300，这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC，售价在$2-3万区间。特斯拉这一次大幅降价，再配合联邦政府的$7,500补贴，把特斯拉Model Y直接送进了$4万+区间，Model 3直接送进了$3万+区间，这对GM的低端车型会造成最直接的冲击，非常疯狂！</p><p><b>从这个角度来看，特斯拉今天的降价绝对是利好，没有任何质疑的空间。</b></p><p>特斯拉这条鲇鱼，终于把战火烧进了传统车企。</p><p><i>免责声明：非研究报告，仅供参考，不构成任何投资建议。</i></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\" 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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老虎锐评 | 特斯拉终于把“战火”烧向了传统车企\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-13 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国今天进入季报期，看点真的是非常多，比方说大银行的报告里面隐藏的宏观趋势，Delta航空预期不如预期（新闻说是Labor Cost增加——航空业的工会问题），但是这一切在特斯拉降价面前，都显得不重要了。因为特斯拉的降价不仅涉及到公司本身，也涉及到行业（汽车行业），更是宏观趋势（消费）的一面镜子。特斯拉从出生那一天开始就是一个特例，从来不需要花钱做流量，但是得到的流量比任何一家公司都要凶猛。</p><p><b>第一个看点：特斯拉空头的决心</b></p><p>从股价来看，特斯拉的空头最近心里面开始有所胆怯，股价在$100-$110反弹了3次，并没有如愿攻破$100的心理防线。不过，特斯拉的空头绝对不会轻易投降，这一波股价回撤赚得盆满钵满，被轧空两天也会觉得可以承受。从理性来看，空头是没有太多道理的，为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口，但特斯拉中国区降价之后，特斯拉全球降价理应是被预期的东西，这时候利用降价来做空，底气有那么足吗？</p><p><b>第二个看点：特斯拉多头思想的转变</b></p><p>特斯拉多头（散户很多）在这一波被空头揍晕之后，相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景，现在还在市场留下的多头（特别是散户），多半已经放弃了3个月就V型反弹的幻想，耐心更强一些。但是，特斯拉多头要想拥有绝对的耐心，必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过，但是看电动三宝股价随后的变化（还没有到30-50%的幅度），就知道资本市场的认识转向是很慢的，要想理解“特斯拉降价是好事情会逼死同行”需要时间。</p><p><b>第三个看点：美国的造车新势力怎么应对</b></p><p>美国的造车新势力相对来说没这么多，目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁，因为Lucid的定价是$77K+，Rivian的定价是$70K+。更重要的是，这两家的毛利怎么样？Lucid的前9个月收入是$3.5亿，但是COGS是$10亿，毛利是负数。</p><p><img src=\"https://static.tigerbbs.com/d98618679b1a0647cc5704f184ea02e3\" tg-width=\"1468\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>Rivian和Lucid问题一样，2022年前9个月的毛利也是负数。</p><p><img src=\"https://static.tigerbbs.com/2a26bef2dacedd213a4d95f4b8f27958\" tg-width=\"1875\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>毛利都是负数，那就证明这两家公司连最基本的生死线都没过，比中国电动车企的问题还大。所以特斯拉不降价，它们是慢性死亡，特斯拉降价，它们是加速死亡。</p><p><b>第四个看点：美国的传统车企怎么应对</b></p><p>特斯拉在欧美新能源汽车领域是没有任何竞争对手的，真正的竞争对手是传统车企，但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样（因为GM的产品很多，所以就以总体的GM的毛利粗略估计）：</p><p>GM在3季度总的毛利是$81.8亿，全球卖了153.7万辆车，差不多一辆车的毛利是$5,300，这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC，售价在$2-3万区间。特斯拉这一次大幅降价，再配合联邦政府的$7,500补贴，把特斯拉Model Y直接送进了$4万+区间，Model 3直接送进了$3万+区间，这对GM的低端车型会造成最直接的冲击，非常疯狂！</p><p><b>从这个角度来看，特斯拉今天的降价绝对是利好，没有任何质疑的空间。</b></p><p>特斯拉这条鲇鱼，终于把战火烧进了传统车企。</p><p><i>免责声明：非研究报告，仅供参考，不构成任何投资建议。</i></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117925030","content_text":"美国今天进入季报期，看点真的是非常多，比方说大银行的报告里面隐藏的宏观趋势，Delta航空预期不如预期（新闻说是Labor Cost增加——航空业的工会问题），但是这一切在特斯拉降价面前，都显得不重要了。因为特斯拉的降价不仅涉及到公司本身，也涉及到行业（汽车行业），更是宏观趋势（消费）的一面镜子。特斯拉从出生那一天开始就是一个特例，从来不需要花钱做流量，但是得到的流量比任何一家公司都要凶猛。第一个看点：特斯拉空头的决心从股价来看，特斯拉的空头最近心里面开始有所胆怯，股价在$100-$110反弹了3次，并没有如愿攻破$100的心理防线。不过，特斯拉的空头绝对不会轻易投降，这一波股价回撤赚得盆满钵满，被轧空两天也会觉得可以承受。从理性来看，空头是没有太多道理的，为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口，但特斯拉中国区降价之后，特斯拉全球降价理应是被预期的东西，这时候利用降价来做空，底气有那么足吗？第二个看点：特斯拉多头思想的转变特斯拉多头（散户很多）在这一波被空头揍晕之后，相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景，现在还在市场留下的多头（特别是散户），多半已经放弃了3个月就V型反弹的幻想，耐心更强一些。但是，特斯拉多头要想拥有绝对的耐心，必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过，但是看电动三宝股价随后的变化（还没有到30-50%的幅度），就知道资本市场的认识转向是很慢的，要想理解“特斯拉降价是好事情会逼死同行”需要时间。第三个看点：美国的造车新势力怎么应对美国的造车新势力相对来说没这么多，目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁，因为Lucid的定价是$77K+，Rivian的定价是$70K+。更重要的是，这两家的毛利怎么样？Lucid的前9个月收入是$3.5亿，但是COGS是$10亿，毛利是负数。Rivian和Lucid问题一样，2022年前9个月的毛利也是负数。毛利都是负数，那就证明这两家公司连最基本的生死线都没过，比中国电动车企的问题还大。所以特斯拉不降价，它们是慢性死亡，特斯拉降价，它们是加速死亡。第四个看点：美国的传统车企怎么应对特斯拉在欧美新能源汽车领域是没有任何竞争对手的，真正的竞争对手是传统车企，但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样（因为GM的产品很多，所以就以总体的GM的毛利粗略估计）：GM在3季度总的毛利是$81.8亿，全球卖了153.7万辆车，差不多一辆车的毛利是$5,300，这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC，售价在$2-3万区间。特斯拉这一次大幅降价，再配合联邦政府的$7,500补贴，把特斯拉Model Y直接送进了$4万+区间，Model 3直接送进了$3万+区间，这对GM的低端车型会造成最直接的冲击，非常疯狂！从这个角度来看，特斯拉今天的降价绝对是利好，没有任何质疑的空间。特斯拉这条鲇鱼，终于把战火烧进了传统车企。免责声明：非研究报告，仅供参考，不构成任何投资建议。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}