$Tesla Mot_老虎社区_美港股上老虎

2022-04-21

$Tesla Motors(TSLA)$amazing quarter and conf call. The Street will take up FY’22 volume and earnings ests given Elon’s target 60% vol growth guide (1.5M) and huge auto gross margin ex-ZEV beat which has to feed into 2Q-4Q. I expect FY’22 earnings estimates to go to $11.50 (vs $10.50 today).

Takeaways of the call:

1/ Berlin/Austin ramps quicker than Shanghai - learned a lot and veteran teams. 5K/wk in 12 months

2/ 2Q Shanghai Vol at least as high as 1Q - amazing given 17 days lost volume

3/ Elon says $TSLA bots worth > EVs

4/ Dedicated robotaxi w/o steer wheel & pedals by 2024

特斯拉财报，你赚了多少？

特斯拉财报亮眼，特斯拉一季度实现营收、利润创下历史新高，盘后股价涨超5%，欢迎聊聊财报、晒晒你在特斯拉赚了多少钱

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

小小小小C
2022-04-22
小小小小C
[财迷] [财迷]
Richard康
2022-04-22
Richard康
Tradebook screen [强]
王启芳
2022-04-22
王启芳
小小小小C
主公
2022-04-22
主公
特斯拉是一门好生意
犇鑫磊
2022-04-25
犇鑫磊
🍐
Shirley磊
2022-04-22
Shirley磊
[呆住]

发表看法

220

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