明白人
2020-10-19
请开始表演吧[看涨]
@小虎活动:
【有奖竞猜】预测特斯拉财报涨跌幅!
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target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a></p> <p><img src=\"https://static.tigerbbs.com/2a9106db7c214d91e4b81ae05b8ca2cc\" tg-width=\"2000\" tg-height=\"1125\"></p> <p><b>预期数字</b></p> <p>10月初,特斯拉公布了Q3交付数字,得以让分析师更精确判断营收数据。</p> <p>当季特斯拉报告,汽车交付量为13.9万辆,略高于共识预期,主要受Model 3销量上升推动,S+X销量也小小助升。其中Model 3+Y的交付量为124k,主要受欧洲市场上涨的推动;Model S+X的交付量为15.2k。季度总产量为145k,包括128k Model 3+Y和17k Model S+X。</p> <p>考虑到较好的销量,彭博当前预期特斯拉Q3营收82.61亿美元,调整后EPS为0.551美元。</p> <p><img src=\"https://static.tigerbbs.com/2d680e9e2adb03fe1838fb50955c0162\" tg-width=\"1864\" tg-height=\"208\"></p> <p>尽管Model 3和Model Y品牌的低价将帮助公司更快地扩大规模,但未来几个季度单位产品的营收和利润贡献将会降低。已知特斯拉汽车销售单价呈下降态势,密切关注Model 3出货量大增后的毛利率变化数字变化。</p> <p>而在电池日和交付数据后,投资者关注焦点更多转向需求趋势以及11月的美国大选结果。分析认为,如果民主党获胜,特斯拉的股价在大选后可能会大幅上扬。如拜登此前提出的一项议案,未来四年总投资超过2万亿美元倾向绿色能源基础设施和技术研究。</p> <p><b>展望未来</b></p> <p>国产Model3标准续航升级版下调至24.99万元极大刺激了需求,后续ModelY国产化后上海工厂产销有望再上一个台阶。由于SUV车型在美国、中国持续热销且渗透率提升,欧洲市场份额也在增长,Model Y全球市场空间较Model 3更为广阔。特斯拉全年的交货目标是50万辆,这意味着第四季度将再创18.1万辆的新纪录,指引数据值得关注。</p> <p>展望明年,投资者将密切关注奥斯汀/柏林超级工厂的状况, Model Y的提速,以及Roadrunner新电池生产线的投产进展。</p> <p><img src=\"https://static.tigerbbs.com/094bfb8fb1c457f4e2373e24cfb455f4\" tg-width=\"2880\" tg-height=\"1606\"></p> <p>至于更久的未来,引用看多特斯拉分析师的观点,预计2025E的营收为920亿美元,实现近15美元的每股收益,基于200万台左右的销量。</p> <p><img src=\"https://static.tigerbbs.com/7d0e2639cdede8efe4f8d261531e0eb2\" tg-width=\"1330\" tg-height=\"381\"></p> <p><b>最后</b></p> <p>虎友们如何看待财报后特斯拉周四的走势?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,成功预测更有虎币奖励!</p></body></html>","htmlText":"<html><head></head><body><p>对于美股投资者来说,本周重点关注事件,特斯拉Q3财报首当其冲。公司将在本周三盘后发布最新业绩数据。小虎将和您一起重点关注新能源汽车领军者,日常处在新闻主角的特斯拉。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a></p> <p><img src=\"https://static.tigerbbs.com/2a9106db7c214d91e4b81ae05b8ca2cc\" tg-width=\"2000\" tg-height=\"1125\"></p> <p><b>预期数字</b></p> <p>10月初,特斯拉公布了Q3交付数字,得以让分析师更精确判断营收数据。</p> <p>当季特斯拉报告,汽车交付量为13.9万辆,略高于共识预期,主要受Model 3销量上升推动,S+X销量也小小助升。其中Model 3+Y的交付量为124k,主要受欧洲市场上涨的推动;Model S+X的交付量为15.2k。季度总产量为145k,包括128k Model 3+Y和17k Model S+X。</p> <p>考虑到较好的销量,彭博当前预期特斯拉Q3营收82.61亿美元,调整后EPS为0.551美元。</p> <p><img src=\"https://static.tigerbbs.com/2d680e9e2adb03fe1838fb50955c0162\" tg-width=\"1864\" tg-height=\"208\"></p> <p>尽管Model 3和Model Y品牌的低价将帮助公司更快地扩大规模,但未来几个季度单位产品的营收和利润贡献将会降低。已知特斯拉汽车销售单价呈下降态势,密切关注Model 3出货量大增后的毛利率变化数字变化。</p> <p>而在电池日和交付数据后,投资者关注焦点更多转向需求趋势以及11月的美国大选结果。分析认为,如果民主党获胜,特斯拉的股价在大选后可能会大幅上扬。如拜登此前提出的一项议案,未来四年总投资超过2万亿美元倾向绿色能源基础设施和技术研究。</p> <p><b>展望未来</b></p> <p>国产Model3标准续航升级版下调至24.99万元极大刺激了需求,后续ModelY国产化后上海工厂产销有望再上一个台阶。由于SUV车型在美国、中国持续热销且渗透率提升,欧洲市场份额也在增长,Model Y全球市场空间较Model 3更为广阔。特斯拉全年的交货目标是50万辆,这意味着第四季度将再创18.1万辆的新纪录,指引数据值得关注。</p> <p>展望明年,投资者将密切关注奥斯汀/柏林超级工厂的状况, Model Y的提速,以及Roadrunner新电池生产线的投产进展。</p> <p><img src=\"https://static.tigerbbs.com/094bfb8fb1c457f4e2373e24cfb455f4\" tg-width=\"2880\" tg-height=\"1606\"></p> <p>至于更久的未来,引用看多特斯拉分析师的观点,预计2025E的营收为920亿美元,实现近15美元的每股收益,基于200万台左右的销量。</p> <p><img src=\"https://static.tigerbbs.com/7d0e2639cdede8efe4f8d261531e0eb2\" tg-width=\"1330\" tg-height=\"381\"></p> <p><b>最后</b></p> <p>虎友们如何看待财报后特斯拉周四的走势?欢迎评论区留言你的观点。</p> <p><span style=\"color:rgba(255,93,0,1);\"><b>戳下方</b></span>参与投票竞猜↓↓,成功预测更有虎币奖励!</p></body></html>","text":"对于美股投资者来说,本周重点关注事件,特斯拉Q3财报首当其冲。公司将在本周三盘后发布最新业绩数据。小虎将和您一起重点关注新能源汽车领军者,日常处在新闻主角的特斯拉。$特斯拉(TSLA)$$Netflix, Inc.(NFLX)$ 预期数字 10月初,特斯拉公布了Q3交付数字,得以让分析师更精确判断营收数据。 当季特斯拉报告,汽车交付量为13.9万辆,略高于共识预期,主要受Model 3销量上升推动,S+X销量也小小助升。其中Model 3+Y的交付量为124k,主要受欧洲市场上涨的推动;Model S+X的交付量为15.2k。季度总产量为145k,包括128k Model 3+Y和17k Model S+X。 考虑到较好的销量,彭博当前预期特斯拉Q3营收82.61亿美元,调整后EPS为0.551美元。 尽管Model 3和Model Y品牌的低价将帮助公司更快地扩大规模,但未来几个季度单位产品的营收和利润贡献将会降低。已知特斯拉汽车销售单价呈下降态势,密切关注Model 3出货量大增后的毛利率变化数字变化。 而在电池日和交付数据后,投资者关注焦点更多转向需求趋势以及11月的美国大选结果。分析认为,如果民主党获胜,特斯拉的股价在大选后可能会大幅上扬。如拜登此前提出的一项议案,未来四年总投资超过2万亿美元倾向绿色能源基础设施和技术研究。 展望未来 国产Model3标准续航升级版下调至24.99万元极大刺激了需求,后续ModelY国产化后上海工厂产销有望再上一个台阶。由于SUV车型在美国、中国持续热销且渗透率提升,欧洲市场份额也在增长,Model Y全球市场空间较Model 3更为广阔。特斯拉全年的交货目标是50万辆,这意味着第四季度将再创18.1万辆的新纪录,指引数据值得关注。 展望明年,投资者将密切关注奥斯汀/柏林超级工厂的状况, Model Y的提速,以及Roadrunner新电池生产线的投产进展。 至于更久的未来,引用看多特斯拉分析师的观点,预计2025E的营收为920亿美元,实现近15美元的每股收益,基于200万台左右的销量。 最后 虎友们如何看待财报后特斯拉周四的走势?欢迎评论区留言你的观点。 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