洛哥
2020-12-26
目前理想收益80%以上,继续持有
@看遍世界景赚足天下钱:
浅析蔚来、理想、小鹏和特斯拉的当前财务表现
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Excluding the share-based compensation expenses, the increases mainly resulted from the higher marketing, promotional and advertising expenses to support new vehicle sales. 】</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce839979c2e9c8f8b5355206f8e7fcaa\" tg-width=\"608\" tg-height=\"362\"></p><p><strong> 从目前市值与收入比来看,小鹏最高,理想最低。可以理解为小鹏最受资本追捧,当然有投资者也解读为泡沫。</strong></p><p>综合来看,目前的新能源车都获得了较高的估值,对比传统车企会高度数倍,这一定程度也说明投资者对新能源潜力的认可。各个国家的汽车新政都说明电动化是不可扭转的趋势,相信只要销售表现给力,几大新能源车还会继续涨。</p><p><strong>而就当下这4大车企的表现,理想反而是最适合买入的,小鹏短期容易有调整,而特斯拉作为这个新能源汽车的风向标,它的表现会很大程度影响投资者对整条新能源汽车赛道的估值和判断。</strong></p></body></html>","htmlText":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30faf3bc336d937aacb5404989112c9a\" tg-width=\"688\" tg-height=\"248\"></p><p>因为年报还没出来,年度数据没法对比,简单先用季报数据做对比(单位为亿,币种为RMB)</p><p>目前电车三宝与特斯拉的销售存在巨大鸿沟,特斯拉的销售额是其他三家的13倍、29倍、23倍。<strong>特斯拉已经实现录得净利润多个季度,而三宝还没有一家实现转正。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3dcaf57b27507ea094ffe1a892e071dd\" tg-width=\"688\" tg-height=\"111\"></p><p>股价方面,特斯拉分别是蔚来、小鹏、理想的8倍、20倍、24倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff6e60fba171880440a31a8f80c0753\" tg-width=\"688\" tg-height=\"112\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b03ebd9652f915d1dfd49f414123bee7\" tg-width=\"688\" tg-height=\"405\"></p><p><strong>目前的利润率来看,特斯拉是最有优势的,三宝中理想是表现最好的,这是很多投资者看好理想的重要原因。</strong></p><p>从研发费用来看,小鹏的占比是最高,这样印证了小鹏走技术路线的定位。而销售费用占比上,特斯拉有明显的优势,小鹏上个季度是反常地高,【管理层解释是股权激励 以及 推广、营销费用大幅增加导致,原话:mainly due to a significant amount of share-based compensation expenses recognized for the reason mentioned above. Excluding the share-based compensation expenses, the increases mainly resulted from the higher marketing, promotional and advertising expenses to support new vehicle sales. 】</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce839979c2e9c8f8b5355206f8e7fcaa\" tg-width=\"608\" tg-height=\"362\"></p><p><strong> 从目前市值与收入比来看,小鹏最高,理想最低。可以理解为小鹏最受资本追捧,当然有投资者也解读为泡沫。</strong></p><p>综合来看,目前的新能源车都获得了较高的估值,对比传统车企会高度数倍,这一定程度也说明投资者对新能源潜力的认可。各个国家的汽车新政都说明电动化是不可扭转的趋势,相信只要销售表现给力,几大新能源车还会继续涨。</p><p><strong>而就当下这4大车企的表现,理想反而是最适合买入的,小鹏短期容易有调整,而特斯拉作为这个新能源汽车的风向标,它的表现会很大程度影响投资者对整条新能源汽车赛道的估值和判断。</strong></p></body></html>","text":"因为年报还没出来,年度数据没法对比,简单先用季报数据做对比(单位为亿,币种为RMB) 目前电车三宝与特斯拉的销售存在巨大鸿沟,特斯拉的销售额是其他三家的13倍、29倍、23倍。特斯拉已经实现录得净利润多个季度,而三宝还没有一家实现转正。 股价方面,特斯拉分别是蔚来、小鹏、理想的8倍、20倍、24倍。 目前的利润率来看,特斯拉是最有优势的,三宝中理想是表现最好的,这是很多投资者看好理想的重要原因。 从研发费用来看,小鹏的占比是最高,这样印证了小鹏走技术路线的定位。而销售费用占比上,特斯拉有明显的优势,小鹏上个季度是反常地高,【管理层解释是股权激励 以及 推广、营销费用大幅增加导致,原话:mainly due to a significant amount of share-based compensation expenses recognized for the reason mentioned above. Excluding the share-based compensation expenses, the increases mainly resulted from the higher marketing, promotional and advertising expenses to support new vehicle sales. 】 从目前市值与收入比来看,小鹏最高,理想最低。可以理解为小鹏最受资本追捧,当然有投资者也解读为泡沫。 综合来看,目前的新能源车都获得了较高的估值,对比传统车企会高度数倍,这一定程度也说明投资者对新能源潜力的认可。各个国家的汽车新政都说明电动化是不可扭转的趋势,相信只要销售表现给力,几大新能源车还会继续涨。 而就当下这4大车企的表现,理想反而是最适合买入的,小鹏短期容易有调整,而特斯拉作为这个新能源汽车的风向标,它的表现会很大程度影响投资者对整条新能源汽车赛道的估值和判断。","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/339573297","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["TSLA","XPEV","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1238,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":944,"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,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/339400796"}
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