$蔚来(NIO)$ _老虎社区_美港股上老虎 - 老虎社区

$蔚来(NIO)$ 预计营收37~40亿，新款es8的售价可能为营收带来惊喜。整体毛利应该略高于3%，因为李斌一般说话会偏保守，预估比他说的3%要高一些。运营亏损19~22亿，如果想要相对一季度的亏损缩窄（一季度亏损15.7亿），研发支出和运营成本得比2019年四季度大幅缩减五亿以上。今年一季度的研发成本和运营成本缩窄受疫情影响很大，想beat一季度的亏损有很大难度。Q3交付指引预期12500辆，超出13000辆会是大利好。

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

misakam
2020-08-10
misakam
我看预期每股收益-1.9，按照你说的话会比-1.9高些吗
- icupp回复misakam:
  谢谢，营收beat 35亿应该是板上钉钉的事，也应该price in了。超过的多应该也可以涨一些。相对而言这次季报的重点应该是运营亏损和Q3的交付指引。这两个如果有较大改善会让股价大幅上涨。Baas目前细节还不清楚，如果在季报上公布也可能是一个利好。
- misakam回复icupp:
  这要是b站就给您点赞三连了，虽然最后数据可能有偏差但感谢您提供这些数据以供参考
- icupp回复icupp:
  -1.84元，打错了
- icupp:
  目前市场的营收预期是33~35亿，给出相对的每股收益是1.84元。我觉得有希望beat这个数字。
小小无敌虎
2020-08-10
小小无敌虎
肯定超出22亿亏损。
- icupp:
  过去几个季度研发成本和运营成本大体在20~25亿之间，李斌说了Q2要进一步缩减运营成本，保守估计这个数字不会超过22亿。加上毛利转正，运营亏损一定小于22亿。净亏损还会考虑利息支出之类的，不包括在这里，投资者会更关心运营亏损。
巴菲_蔡徐坤
2020-08-10
巴菲_蔡徐坤
不看好

发表看法

8

1

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