科技深度爱好者
2020-01-31
$Tesla Motors(TSLA)$
为什么不要做空特斯拉？ 给空们参考 PS： elon看到这条推特以后关注了这个账号，说明他说到elon的想法了
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。
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K先生K
2020-01-31
K先生K
继续5：话再说回来，就说是无法忽悠尊贵的新车主们随新车买fsd，也忽悠不了老车主们升级fsd，神车依旧可以通过每一次fsd的技术换代来赚钱，为啥？我哪知道为啥啊！最后那句我靠我都不知道说啥，“因为应收账款科目会增加”吧
科技深度爱好者
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科技深度爱好者
:
总而言之就是利润率 在销量涨的同时 利润率会大大大大大幅度的提升 特斯拉未来一年财报会很很很很很好看 much more beautiful than analysts expectation
科技深度爱好者
:
因为已经有几十万特斯拉车主买了7000刀的FSD了 占30% 这笔钱一直扣在特斯拉那里并没有当作营收 这笔钱现在随着自动驾驶功能逐步开放而自动按比例计入营收 是一笔很大的利润 会进一步提高利润率
科技深度爱好者
2020-01-31
科技深度爱好者
所以1.产能扩大规模效应和电池技术的领先提高利润率 2. 管理成本控制压缩成本提高利润率 3. model Y 使用现成的model3 设备流程提高利润率，大约相同成本售价高3000，提高单车利润率约8% 4. 自动驾驶option 每辆车7000的利润， 利润率15% 5. 30%前车主已经购买的FSD会慢慢记入应收账款提高利润率
K先生K
2020-01-31
K先生K
继续4：这可谓是七千美刀的纯利润啊！直接进入利润表总计项，没啥成本的嗦！再来，神车的盈利增长，不仅仅靠卖车的啊！已经卖掉的车车能升级圈钱的咧，在特斯拉app里头戳几戳，现车主就能在线捐款哦不，在线订购fsd了，还是那句废话：这就是純利润啊啊啊啊
K先生K
2020-01-31
K先生K
继续2：除了更高的毛利，量也会暴涨，上海以及柏林的超级工厂会随着规模效应的起来，缩减成本，这都给今后的盈利前景带来光明啊光明！2020年这神车可是要卖五十万辆电动车的哦！
K先生K
2020-01-31
K先生K
继续：总营收会因为y而开始飙涨，贡献会比嘛s啊3啊x啊加起来还牛逼！更令你们恐惧的是，一开始只卖p版和双电机版，会抬升净利润，进一步带动营收。（这里不太确定asp是啥财务指标）
K先生K
2020-01-31
K先生K
翻译（自上而下）：空头们你收敛些，再不收手会扑街，model y啊就投产，成本和三差不多但卖得贵一些，贵多少啊，三千美刀，要知道suv销量可是轿车的两倍半，oh耶
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30%前车主已经购买的FSD会慢慢记入应收账款提高利润率 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