最可怕的不是这个，而_老虎社区_美港股上老虎

2023-01-03

最可怕的不是这个，而是储存订单量，下降的可怕。看来法务部也不是能让所有人不害怕刹车啊[得意] 。今年空的不坚决可惜了[捂脸]

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。今年空的不坚决可惜了[捂脸]","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/621787354","repostId":1165080964,"repostType":2,"repost":{"id":"1165080964","pubTimestamp":1672700731,"share":"https://www.laohu8.com/m/news/1165080964?lang=&edition=full","pubTime":"2023-01-03 07:05","market":"sh","language":"zh","title":"特斯拉四季度交付量再创纪录但不及预期，去年全年交付量同比增40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1165080964","media":"华尔街见闻","summary":"摘要：周一，特斯拉发布了2022年第四季度汽车生产和交付报告。公司四季度总交付量为40.53万辆，再创纪录，但不及市场预期的42.08万辆；四季度总产量为43.97万辆，略超预期的43.88万辆。特斯","content":"<html><head></head><body><blockquote>摘要：周一，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布了2022年第四季度汽车生产和交付报告。公司四季度总交付量为40.53万辆，再创纪录，但不及市场预期的42.08万辆；四季度总产量为43.97万辆，略超预期的43.88万辆。特斯拉2022年全年的总交付量达到131万，同比增长40%，2022年全年的总产量达到137万。</blockquote><p>周一，特斯拉发布了2022年第四季度汽车生产和交付报告。<b>公司四季度总交付量为40.53万辆，再创纪录，但不及市场预期的42.08万辆；四季度总产量为43.97万辆，略超预期的43.88万辆。</b>特斯拉2022年全年的总交付量达到131万，同比增长40%，2022年全年的总产量达到137万。</p><p>具体交付和生产数据如下：</p><blockquote>四季度Model 3/Y交付38.81万辆，分析师预期交付40.56万辆。</blockquote><blockquote>四季度Model S/X交付1.71万辆，分析师预期交付1.86万辆。</blockquote><blockquote>四季度Model 3/Y产量41.91万辆，分析师预期生产41.18万辆。</blockquote><blockquote>四季度Model S/X产量2.06万辆，分析师预期生产1.86万辆。</blockquote><p>下图为特斯拉季度交付量走势图：</p><p><img src=\"https://static.tigerbbs.com/d4421096130fd7e2bdc3ed9b0b773d1c\" tg-width=\"640\" tg-height=\"355\" referrerpolicy=\"no-referrer\"/></p><p>交付量是特斯拉披露的数据中，最接近销售的数字。特斯拉曾定下2022年年度销量目标全球150万辆。</p><p><b>由于预期创纪录的第四季度和全年交付量，特斯拉的股价在去年最后三个交易日里连续上涨，结束了这之前连续七个交易日的大跌。</b></p><p>特斯拉去年在美国德克萨斯州奥斯汀和德国勃兰登堡的两家新工厂开始生产，并在美国加利福尼亚州弗里蒙特和中国上海提高了产量，但它没有按地区披露生产和交付数字。</p><p>在去年四季度，特斯拉在全球范围的许多地方都提供了大幅降价和其他促销活动，以刺激需求。这种做法延续到了2023年。据澎湃新闻从特斯拉方面获悉，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车国补取消后，特斯拉未宣布涨价，并推出了限时优惠政策，最高减免1万元。这样做可能会对其利润率造成侵蚀。</p><p>马斯克在年底进行了其罕见的深度分享。<b>他提及2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。</b></p><p>前几日，马斯克在2022年末给特斯拉员工的电子邮件中表示，由于有很多汽车在最后一刻到达，因此努力并尽一切可能将特斯拉的汽车在12月31日午夜之前交付给已经订购的客户，是重要的。马斯克让员工们全力以赴，并尽可能自愿提供帮助，以带来真正的改变。</p><p>2022年对马斯克和特斯拉来说，并不是一个友善的年份。特斯拉股价全年暴跌65%，马斯克也因此创下了一个新纪录——史上第一个净资产损失2000亿美元的人。</p><p>马斯克将特斯拉股价暴跌的部分原因归咎于美联储加息。不过市场普遍认为，他的推特收购是股价下滑的罪魁祸首。批评人士们指出，马斯克收购推特分散了他的精力，为了给推特提供资金，马斯克还出售了大量特斯拉股票，去年其累计出售特斯拉股票总额达到近400亿美元。</p><p>当前，电动车领域面临着激烈的竞争，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>前几日发布重磅报告，称特斯拉乃至整个电车进入“红海”。从中国市场来看也着实如此，在2022年形成了多强争霸的格局，曾经的造车新势力明星蔚小理，跌落排行榜前列，取而代之的，是以埃安、哪吒、华为问界和极氪为代表的“四小龙”，实现了逆袭。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉四季度交付量再创纪录但不及预期，去年全年交付量同比增40%</title>\n<style 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href=\"https://wallstreetcn.com/articles/3678846\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4527":"明星科技股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4550":"红杉资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://wallstreetcn.com/articles/3678846","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165080964","content_text":"摘要：周一，特斯拉发布了2022年第四季度汽车生产和交付报告。公司四季度总交付量为40.53万辆，再创纪录，但不及市场预期的42.08万辆；四季度总产量为43.97万辆，略超预期的43.88万辆。特斯拉2022年全年的总交付量达到131万，同比增长40%，2022年全年的总产量达到137万。周一，特斯拉发布了2022年第四季度汽车生产和交付报告。公司四季度总交付量为40.53万辆，再创纪录，但不及市场预期的42.08万辆；四季度总产量为43.97万辆，略超预期的43.88万辆。特斯拉2022年全年的总交付量达到131万，同比增长40%，2022年全年的总产量达到137万。具体交付和生产数据如下：四季度Model 3/Y交付38.81万辆，分析师预期交付40.56万辆。四季度Model S/X交付1.71万辆，分析师预期交付1.86万辆。四季度Model 3/Y产量41.91万辆，分析师预期生产41.18万辆。四季度Model S/X产量2.06万辆，分析师预期生产1.86万辆。下图为特斯拉季度交付量走势图：交付量是特斯拉披露的数据中，最接近销售的数字。特斯拉曾定下2022年年度销量目标全球150万辆。由于预期创纪录的第四季度和全年交付量，特斯拉的股价在去年最后三个交易日里连续上涨，结束了这之前连续七个交易日的大跌。特斯拉去年在美国德克萨斯州奥斯汀和德国勃兰登堡的两家新工厂开始生产，并在美国加利福尼亚州弗里蒙特和中国上海提高了产量，但它没有按地区披露生产和交付数字。在去年四季度，特斯拉在全球范围的许多地方都提供了大幅降价和其他促销活动，以刺激需求。这种做法延续到了2023年。据澎湃新闻从特斯拉方面获悉，中国新能源汽车国补取消后，特斯拉未宣布涨价，并推出了限时优惠政策，最高减免1万元。这样做可能会对其利润率造成侵蚀。马斯克在年底进行了其罕见的深度分享。他提及2023年将会是一场相当严重的经济衰退，严重程度将与2009年相当。在经济衰退期间，利润率将很低，甚至是负的。特斯拉的毛利率高于其他任何公司，这给了其更多的空间，来降低毛利率以维持或增加需求。前几日，马斯克在2022年末给特斯拉员工的电子邮件中表示，由于有很多汽车在最后一刻到达，因此努力并尽一切可能将特斯拉的汽车在12月31日午夜之前交付给已经订购的客户，是重要的。马斯克让员工们全力以赴，并尽可能自愿提供帮助，以带来真正的改变。2022年对马斯克和特斯拉来说，并不是一个友善的年份。特斯拉股价全年暴跌65%，马斯克也因此创下了一个新纪录——史上第一个净资产损失2000亿美元的人。马斯克将特斯拉股价暴跌的部分原因归咎于美联储加息。不过市场普遍认为，他的推特收购是股价下滑的罪魁祸首。批评人士们指出，马斯克收购推特分散了他的精力，为了给推特提供资金，马斯克还出售了大量特斯拉股票，去年其累计出售特斯拉股票总额达到近400亿美元。当前，电动车领域面临着激烈的竞争，摩根士丹利前几日发布重磅报告，称特斯拉乃至整个电车进入“红海”。从中国市场来看也着实如此，在2022年形成了多强争霸的格局，曾经的造车新势力明星蔚小理，跌落排行榜前列，取而代之的，是以埃安、哪吒、华为问界和极氪为代表的“四小龙”，实现了逆袭。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1047,"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":114,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7822390,"gmtCreate":1673154665249,"gmtModify":1673154678833,"authorId":3582521710008882,"author":{"id":3582521710008882,"authorId":3582521710008882,"name":"特别存银两","avatar":"https://static.tigerbbs.com/06fbb75c501ab6e809cd904708bb4f0e","vip":1,"crmLevel":3,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621787354,"type":1,"supId":0,"prevId":0,"content":"<u>6</u>","text":"<u>6</u>","html":"<u>6</u>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7822343,"gmtCreate":1673153418871,"gmtModify":1673153432663,"authorId":3553912822765810,"author":{"id":3553912822765810,"authorId":3553912822765810,"name":"leoguml","avatar":"https://static.tigerbbs.com/65e096d3c71dea09885340989c2c5f80","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621787354,"type":1,"supId":0,"prevId":0,"content":"o","text":"o","html":"o","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7822089,"gmtCreate":1673143287367,"gmtModify":1673143302402,"authorId":4092209355497730,"author":{"id":4092209355497730,"authorId":4092209355497730,"name":"梦幻般的生活","avatar":"https://static.tigerbbs.com/648c3ebd46c5ef192ab5219e6fdbb91d","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.13","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":621787354,"type":1,"supId":0,"prevId":0,"content":"<span 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