$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 长期看多，两点思考：抓制造业、确保制造能力回归，已经成为这几届和未来相当长时期内美国政府的核心战略。在面向未来的华丽七姐妹里，只有特斯拉以遍布全球的超级工厂，具备一流的全球不中断的批量制造能力，它的超级工厂不仅仅是制造汽车，未来的机器人等产品都是从这里走出来……美国政府是不可能允许特斯拉这种超级制造能力丢失的，这关系到他们的国家战略……其次，从特斯拉的综合布局来看，它更是一个生产轮行机器人和人型机器人的公司，机器人需强大的AI大脑，机器人需要能源，它都做了，它不是一个简单的汽车公司……只是需要时间让这些布局成长起来

特斯拉首次被反超！“电车一哥”是比亚迪吗？

昨晚比亚迪发布了2024年Q3业绩，值得一提的是，比亚迪首次季度营收超过了特斯拉（2024Q3，比亚迪营收约2011亿元人民币，特斯拉约1793亿元人民币），但现在利润比亚迪还处于落后。【比亚迪Q3销量大增，你看好其后市增速持续超越特斯拉吗？电车一哥，到底该是谁？】

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。

精彩评论

walking_0712
05-16
walking_0712
特斯拉做了什么能源？
- 中道平常心:
  https://www.tesla.cn/powerwall
  
  国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……
  
  https://www.tesla.cn/powerwall
  
  国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……
- 中道平常心:
  https://www.tesla.cn/powerwall
  国外你可能打不开，这个是国内做能源的子公司网站
港谷小子
05-16
港谷小子
特斯拉的全球制造能力以及综合布局确实是其长期投资价值的重要支撑。
年年有于姨
05-16
年年有于姨
已阅

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":306373836595232,"tweetId":"306373836595232","gmtCreate":1715832870834,"gmtModify":1715834369841,"author":{"id":3562210837498076,"idStr":"3562210837498076","authorId":3562210837498076,"authorIdStr":"3562210837498076","name":"中道平常心","avatar":"https://static.tigerbbs.com/bfcb270dc0dd26e09f745516bdb945eb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.77%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"7e9716bb420746a7933e51022ee4d9cb","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"特斯拉首次被反超！“电车一哥”是比亚迪吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7e9716bb420746a7933e51022ee4d9cb}&rnconfig={\"headerBarHidden\": true}","description":"昨晚比亚迪发布了2024年Q3业绩，值得一提的是，比亚迪首次季度营收超过了特斯拉（2024Q3，比亚迪营收约2011亿元人民币，特斯拉约1793亿元人民币），但现在利润比亚迪还处于落后。【比亚迪Q3销量大增，你看好其后市增速持续超越特斯拉吗？电车一哥，到底该是谁？】","image":"https://static.tigerbbs.com/75a7dadfbdc5385d5de164c544786e01"}],"images":[],"coverImages":[],"html":"<html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 长期看多，两点思考：抓制造业、确保制造能力回归，已经成为这几届和未来相当长时期内美国政府的核心战略。在面向未来的华丽七姐妹里，只有特斯拉以遍布全球的超级工厂，具备一流的全球不中断的批量制造能力，它的超级工厂不仅仅是制造汽车，未来的机器人等产品都是从这里走出来……美国政府是不可能允许特斯拉这种超级制造能力丢失的，这关系到他们的国家战略……其次，从特斯拉的综合布局来看，它更是一个生产轮行机器人和人型机器人的公司，机器人需强大的AI大脑，机器人需要能源，它都做了，它不是一个简单的汽车公司……只是需要时间让这些布局成长起来</body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 长期看多，两点思考：抓制造业、确保制造能力回归，已经成为这几届和未来相当长时期内美国政府的核心战略。在面向未来的华丽七姐妹里，只有特斯拉以遍布全球的超级工厂，具备一流的全球不中断的批量制造能力，它的超级工厂不仅仅是制造汽车，未来的机器人等产品都是从这里走出来……美国政府是不可能允许特斯拉这种超级制造能力丢失的，这关系到他们的国家战略……其次，从特斯拉的综合布局来看，它更是一个生产轮行机器人和人型机器人的公司，机器人需强大的AI大脑，机器人需要能源，它都做了，它不是一个简单的汽车公司……只是需要时间让这些布局成长起来</body></html>","text":"$特斯拉(TSLA)$ 长期看多，两点思考：抓制造业、确保制造能力回归，已经成为这几届和未来相当长时期内美国政府的核心战略。在面向未来的华丽七姐妹里，只有特斯拉以遍布全球的超级工厂，具备一流的全球不中断的批量制造能力，它的超级工厂不仅仅是制造汽车，未来的机器人等产品都是从这里走出来……美国政府是不可能允许特斯拉这种超级制造能力丢失的，这关系到他们的国家战略……其次，从特斯拉的综合布局来看，它更是一个生产轮行机器人和人型机器人的公司，机器人需强大的AI大脑，机器人需要能源，它都做了，它不是一个简单的汽车公司……只是需要时间让这些布局成长起来","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/306373836595232","repostId":0,"isVote":1,"tweetType":1,"viewCount":8653,"commentLimit":20,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":510,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":306392925925560,"commentId":"306392925925560","gmtCreate":1715837530624,"gmtModify":1715837534334,"authorId":3454593056597338,"author":{"id":3454593056597338,"idStr":"3454593056597338","authorId":3454593056597338,"name":"walking_0712","avatar":"https://static.tigerbbs.com/e5633b81d050de33b7eb52319df99490","vip":1,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306373836595232,"objectIdStr":"306373836595232","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉做了什么能源？","text":"特斯拉做了什么能源？","html":"特斯拉做了什么能源？","likeSize":0,"commentSize":2,"subComments":[{"id":306414897758480,"commentId":"306414897758480","gmtCreate":1715842896719,"gmtModify":1715845494322,"authorId":3562210837498076,"author":{"id":3562210837498076,"idStr":"3562210837498076","authorId":3562210837498076,"name":"中道平常心","avatar":"https://static.tigerbbs.com/bfcb270dc0dd26e09f745516bdb945eb","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306373836595232,"objectIdStr":"306373836595232","type":1,"supId":306392925925560,"supIdStr":"306392925925560","prevId":0,"prevIdStr":"0","content":"https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……\n \n https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……","text":"https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……\n \n https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……","html":"https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……\n \n https://www.tesla.cn/powerwall\n \n 国外网站你可能打不开，这个是国内做能源的子公司网站，不过这个是家用新能源，他也在做储能，上海新工厂，不过目前业务占比都较小……"},{"id":306411081380024,"commentId":"306411081380024","gmtCreate":1715841963118,"gmtModify":1715842206930,"authorId":3562210837498076,"author":{"id":3562210837498076,"idStr":"3562210837498076","authorId":3562210837498076,"name":"中道平常心","avatar":"https://static.tigerbbs.com/bfcb270dc0dd26e09f745516bdb945eb","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.77%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306373836595232,"objectIdStr":"306373836595232","type":1,"supId":306392925925560,"supIdStr":"306392925925560","prevId":0,"prevIdStr":"0","content":"https://www.tesla.cn/powerwall\n 国外你可能打不开，这个是国内做能源的子公司网站","text":"https://www.tesla.cn/powerwall\n 国外你可能打不开，这个是国内做能源的子公司网站","html":"https://www.tesla.cn/powerwall\n 国外你可能打不开，这个是国内做能源的子公司网站"}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0},{"id":306387126792464,"commentId":"306387126792464","gmtCreate":1715836116691,"gmtModify":1715861461754,"authorId":9000000000000304,"author":{"id":9000000000000304,"idStr":"9000000000000304","authorId":9000000000000304,"name":"港谷小子","avatar":"https://static.tigerbbs.com/99d4f8ffcd5c7dbdf55c839a078f4f66","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306373836595232,"objectIdStr":"306373836595232","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉的全球制造能力以及综合布局确实是其长期投资价值的重要支撑。","text":"特斯拉的全球制造能力以及综合布局确实是其长期投资价值的重要支撑。","html":"特斯拉的全球制造能力以及综合布局确实是其长期投资价值的重要支撑。","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":306383754870960,"commentId":"306383754870960","gmtCreate":1715835382780,"gmtModify":1715835386551,"authorId":4125470478750332,"author":{"id":4125470478750332,"idStr":"4125470478750332","authorId":4125470478750332,"name":"年年有于姨","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":306373836595232,"objectIdStr":"306373836595232","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"已阅","text":"已阅","html":"已阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/306373836595232"}