港股美股活悦起来
2023-08-21
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@斯似楼阑:
小鹏汽车的投资机会
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/c02ace103050a171e7ba3a4d964f3f98\" tg-width=\"1616\" tg-height=\"996\"><span></span></p>\n<p>小鹏汽车 <a href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$ </a>的销售营销数据是惨淡的。前期借助G6拉升了一波,意在依靠这个产品扭转颓势。显然市场还是过于乐观,在构筑15元左右平台时,又得益于大众的入场输血。从另一个角度而言,小鹏已经失去了其自身盈利的能力,没有大众的这波输血估计得关门了吧。大众的入局对小鹏的影响目前不得而知,从技术角度,目前小鹏已经在试探这个15元区间平台的稳固性。在市场没有好转之前,不会有大的涨幅,相较于18号昨天晚上的行情,显然有一批抄底资金进来了,快进快出博取短期小反弹是可以的。下周主要看反弹力度啦,小鹏在蔚小理中涨幅估计是垫底的,理想有业绩支撑,蔚来有扭转态势,小鹏遥遥无期。区间震荡行情依据个人喜好,当然,小鹏也会享受蔚来理想涨幅所带来的溢价行情。</p></body></html>","htmlText":"<html><head></head><body><p>基本面:</p>\n<p>营收方面</p>\n<p>小鹏二季度营收50.63亿元,市场预期51.94亿元,同比下滑31.9%,环比上涨25.5%,营收连续3个季度30%+的速度大幅下滑,不及理想2季度286亿的零头。</p>\n<p>Q3展望:</p>\n<p>销量39000-41000台,同比增长31.9%-38.7%,8月和9月平均月销量大概在14000-15000台。</p>\n<p>收入85亿-90亿,同比增长24.6%-31.9%。</p>\n<p>利润:</p>\n<p>本季度经营亏损30.9亿,环比继续扩大,短期依然看不到经营亏损减少或回正的可能性。</p>\n<p>上半年经营亏损56.76亿,经营亏损率62.4%。</p>\n<p>个股分析:</p>\n<p class=\"t-img-caption\" style=\"display: flex; 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