x111
2020-02-06
$特斯拉(TSLA)$
买时是因为特斯拉在中国盖工厂，造火箭送卫星，起决定作用的是它的电池板屋顶业务
中国疫情对特斯拉，半年，一年内恐受大幅影响，占多大比重还不清楚
晒晒更赚钱
晒晒你的盈亏单，秀秀虎友们的实力！
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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爱情骗子
2020-02-06
爱情骗子
疫情影响中国的我们分两方面谈，需求方面我觉得没影响，中国工厂的预计生产15万辆，只要需求超过15万就OK了，之前也有大量订单，只是现在因为疫情暂缓交付了。我们再来看供应量，疫情肯定是有影响的，首先现在工厂10号开门，从时间来说就短了一些，其他供应链可能也会慢一点，14万辆应该不难。但可能会造成一些 model 3 的积压，存储成本的增加，但这个只是短期的，不会影响长期毛利率持续下降
爱情骗子
:
毛利率上升
爱情骗子
2020-02-06
爱情骗子
首先造火箭卫星不是Tesla是space X，太阳能电池板业务还没有盈利，而且离盈利遥遥无期，而且也基本局限于北美，没有进入中国。
期权我就看看
2020-02-06
期权我就看看
我前两天也说过，中国疫情的影响还没反应过来呢
卷眉先生
2020-02-06
卷眉先生
牛逼
什么也没有了～
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