漓江山水
2021-01-25
[微笑]
@小虎活动:
【有奖竞猜】通向万亿?特斯拉财报猜猜看!
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。
分享至
微信
复制链接
精彩评论
社区成长助手
2021-01-25
社区成长助手
终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看
老虎社区创作指引
什么也没有了~
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":319128085,"tweetId":"319128085","gmtCreate":1611555302047,"gmtModify":1703750868222,"author":{"id":10000000000008676,"idStr":"10000000000008675","authorId":10000000000008676,"authorIdStr":"10000000000008675","name":"漓江山水","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>[微笑] </p></body></html>","htmlText":"<html><head></head><body><p>[微笑] </p></body></html>","text":"[微笑]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/319128085","repostId":319164878,"repostType":1,"repost":{"magic":2,"id":319164878,"tweetId":"319164878","gmtCreate":1611554334286,"gmtModify":1703750859561,"author":{"id":36984908995200,"idStr":"36984908995200","authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","vip":4,"userType":4,"introduction":"关注我,了解更多社区活动,一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":632350,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/7507b7d5a572ad322e368726faa0b21e","width":"4500","height":"2531"},{"img":"https://static.tigerbbs.com/a5a310ce037a7df9512feeed1abfc248","width":"1874","height":"181"},{"img":"https://static.tigerbbs.com/ac6dbc481bc0fd652d6c83750e1afe1e","width":"1085","height":"555"},{"img":"https://static.tigerbbs.com/f2e305989d20ad670206b185205a1449","width":"1233","height":"825"}],"coverImages":[{"img":"https://static.tigerbbs.com/7507b7d5a572ad322e368726faa0b21e","width":"4500","height":"2531"},{"img":"https://static.tigerbbs.com/a5a310ce037a7df9512feeed1abfc248","width":"1874","height":"181"},{"img":"https://static.tigerbbs.com/ac6dbc481bc0fd652d6c83750e1afe1e","width":"1085","height":"555"}],"title":"【有奖竞猜】通向万亿?特斯拉财报猜猜看!","extraTitle":"","html":"<html><head></head><body><p>虎友们,周一好[比心]~本周财报云集,苹果微软特斯拉FacebookAMD等明星科技公司,都在本周公布财报。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ac6dbc481bc0fd652d6c83750e1afe1e\" tg-width=\"1085\" tg-height=\"555\"></p> <p>所以本周瓜有点多。辣么我们就选择戏最多那只,和虎妞一起猜猜看,特斯拉财报后表现[贱笑]!</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7507b7d5a572ad322e368726faa0b21e\" tg-width=\"4500\" tg-height=\"2531\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>将在1月27号本周三盘后公布财报,市场分析来看,关注以下几点:</p> <p><b>1 财务数据</b></p> <p>彭博分析师预期特斯拉本季度营收为103.35亿美元,EPS为1.006美元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a5a310ce037a7df9512feeed1abfc248\" tg-width=\"1874\" tg-height=\"181\"></p> <p>从历史数据来看,过去两年特斯拉财报表现喜忧参半。2019年前三个季度都没有达到预期,但之后连续五个季度大幅超过预期。尤其特斯拉中国工厂开工后,Model 3 和Model Y 的制造成本得到了大幅下降,带动毛利润上升。</p> <p><b>2 车辆交付指引数据</b></p> <p>相比Q4财务指标,更重要或许是Q1和2021全年交付指引数字。因为市场已知特斯拉Q4表现,全年交付量499,900多辆车,这部分利好已体现在股价中。</p> <p>华尔街预期特斯拉2021年交付80万辆,指引数据对比超出与否显得关键。可作参考的是,在Model Y 公布中国售价后10小时内,订单数飙升超过了10多万辆。假如财报中提到,2021年指引交付100万辆,股价得到大幅提升的概率就很高。</p> <p><b>3 新车及软件服务方面的收入计划</b></p> <p>本次财报的第三个看点在于,新车以及软件服务方面的收入计划。特斯拉有三款车发布以后没有交付,分别是卡车Semi,皮卡Cybertruck,超跑Roadster。如果本次财报中提及这三款车交付计划,以及目前订单数的话,对于股价提升也有一定帮助。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f2e305989d20ad670206b185205a1449\" tg-width=\"1233\" tg-height=\"825\"></p> <p>而软件业务的消息就更值得期待。华尔街当前有认知,特斯拉目前股价只靠卖车的话,无法支撑这么高估值。从未来5年看,软件业务应会得到大幅提升,占到特斯拉未来收入大头。而最近讨论比较多的,就是自动驾驶软件的月包服务,相当于SAAS服务。</p> <p><b>最后</b></p> <p>虎友们怎么看特斯拉财报后走势[得意]?欢迎评论区留言说说你的看法。</p> <p><span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>投票预测当天涨跌幅,猜对更有66虎币奖励!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p></body></html>","htmlText":"<html><head></head><body><p>虎友们,周一好[比心]~本周财报云集,苹果微软特斯拉FacebookAMD等明星科技公司,都在本周公布财报。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/ac6dbc481bc0fd652d6c83750e1afe1e\" tg-width=\"1085\" tg-height=\"555\"></p> <p>所以本周瓜有点多。辣么我们就选择戏最多那只,和虎妞一起猜猜看,特斯拉财报后表现[贱笑]!</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7507b7d5a572ad322e368726faa0b21e\" tg-width=\"4500\" tg-height=\"2531\"></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>将在1月27号本周三盘后公布财报,市场分析来看,关注以下几点:</p> <p><b>1 财务数据</b></p> <p>彭博分析师预期特斯拉本季度营收为103.35亿美元,EPS为1.006美元。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/a5a310ce037a7df9512feeed1abfc248\" tg-width=\"1874\" tg-height=\"181\"></p> <p>从历史数据来看,过去两年特斯拉财报表现喜忧参半。2019年前三个季度都没有达到预期,但之后连续五个季度大幅超过预期。尤其特斯拉中国工厂开工后,Model 3 和Model Y 的制造成本得到了大幅下降,带动毛利润上升。</p> <p><b>2 车辆交付指引数据</b></p> <p>相比Q4财务指标,更重要或许是Q1和2021全年交付指引数字。因为市场已知特斯拉Q4表现,全年交付量499,900多辆车,这部分利好已体现在股价中。</p> <p>华尔街预期特斯拉2021年交付80万辆,指引数据对比超出与否显得关键。可作参考的是,在Model Y 公布中国售价后10小时内,订单数飙升超过了10多万辆。假如财报中提到,2021年指引交付100万辆,股价得到大幅提升的概率就很高。</p> <p><b>3 新车及软件服务方面的收入计划</b></p> <p>本次财报的第三个看点在于,新车以及软件服务方面的收入计划。特斯拉有三款车发布以后没有交付,分别是卡车Semi,皮卡Cybertruck,超跑Roadster。如果本次财报中提及这三款车交付计划,以及目前订单数的话,对于股价提升也有一定帮助。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/f2e305989d20ad670206b185205a1449\" tg-width=\"1233\" tg-height=\"825\"></p> <p>而软件业务的消息就更值得期待。华尔街当前有认知,特斯拉目前股价只靠卖车的话,无法支撑这么高估值。从未来5年看,软件业务应会得到大幅提升,占到特斯拉未来收入大头。而最近讨论比较多的,就是自动驾驶软件的月包服务,相当于SAAS服务。</p> <p><b>最后</b></p> <p>虎友们怎么看特斯拉财报后走势[得意]?欢迎评论区留言说说你的看法。</p> <p><span style=\"color:rgba(255,111,0,1);\"><b>戳下方</b></span>投票预测当天涨跌幅,猜对更有66虎币奖励!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p></body></html>","text":"虎友们,周一好[比心]~本周财报云集,苹果微软特斯拉FacebookAMD等明星科技公司,都在本周公布财报。 所以本周瓜有点多。辣么我们就选择戏最多那只,和虎妞一起猜猜看,特斯拉财报后表现[贱笑]! $特斯拉(TSLA)$将在1月27号本周三盘后公布财报,市场分析来看,关注以下几点: 1 财务数据 彭博分析师预期特斯拉本季度营收为103.35亿美元,EPS为1.006美元。 从历史数据来看,过去两年特斯拉财报表现喜忧参半。2019年前三个季度都没有达到预期,但之后连续五个季度大幅超过预期。尤其特斯拉中国工厂开工后,Model 3 和Model Y 的制造成本得到了大幅下降,带动毛利润上升。 2 车辆交付指引数据 相比Q4财务指标,更重要或许是Q1和2021全年交付指引数字。因为市场已知特斯拉Q4表现,全年交付量499,900多辆车,这部分利好已体现在股价中。 华尔街预期特斯拉2021年交付80万辆,指引数据对比超出与否显得关键。可作参考的是,在Model Y 公布中国售价后10小时内,订单数飙升超过了10多万辆。假如财报中提到,2021年指引交付100万辆,股价得到大幅提升的概率就很高。 3 新车及软件服务方面的收入计划 本次财报的第三个看点在于,新车以及软件服务方面的收入计划。特斯拉有三款车发布以后没有交付,分别是卡车Semi,皮卡Cybertruck,超跑Roadster。如果本次财报中提及这三款车交付计划,以及目前订单数的话,对于股价提升也有一定帮助。 而软件业务的消息就更值得期待。华尔街当前有认知,特斯拉目前股价只靠卖车的话,无法支撑这么高估值。从未来5年看,软件业务应会得到大幅提升,占到特斯拉未来收入大头。而最近讨论比较多的,就是自动驾驶软件的月包服务,相当于SAAS服务。 最后 虎友们怎么看特斯拉财报后走势[得意]?欢迎评论区留言说说你的看法。 戳下方投票预测当天涨跌幅,猜对更有66虎币奖励! $特斯拉(TSLA)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/319164878","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":1314,"gmtCreate":1611554755368,"gmtModify":1611554755368,"gmtBegin":1611554755368,"gmtEnd":1611738000152,"objectId":319164878,"type":1,"upper":1,"title":"预测特斯拉财报后周四涨跌幅!","introduction":"预测特斯拉财报后周四涨跌幅!","totalSize":501,"choices":[{"id":4911,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":1,"name":"涨10%以上","userSize":222,"voted":false},{"id":4912,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":2,"name":"涨5%-10%","userSize":136,"voted":false},{"id":4913,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":3,"name":"涨5%以内","userSize":42,"voted":false},{"id":4914,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":4,"name":"跌5%以内","userSize":21,"voted":false},{"id":4915,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":5,"name":"跌5%-10%","userSize":23,"voted":false},{"id":4916,"gmtCreate":1611554755368,"gmtModify":1611554755368,"voteId":1314,"sort":6,"name":"跌10%以上","userSize":57,"voted":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":false,"length":1413,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":230,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3381732,"commentId":"3381732","gmtCreate":1611555795936,"gmtModify":1611555795936,"authorId":3527667803686145,"author":{"id":3527667803686145,"idStr":"3527667803686145","authorId":3527667803686145,"name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":319128085,"objectIdStr":"319128085","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题,可以获得更多曝光哦~如果您想创作优质文章,请查看<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/319128085"}
精彩评论