现在已经在涨了，财报_老虎社区_美港股上老虎 - 老虎社区

米兰主教练加图索

现在已经在涨了，财报后肯定是跌，预计16以上

@小虎活动：【有奖竞猜】预测蔚来财报涨跌幅！

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":953472043,"tweetId":"953472043","gmtCreate":1590534688282,"gmtModify":1704192812367,"author":{"id":3486582522051722,"idStr":"3486582522051722","authorId":3486582522051722,"authorIdStr":"3486582522051722","name":"米兰主教练加图索","avatar":"https://static.tigerbbs.com/bb33b8aeb9c8fde8216974d4690f4af0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>\n现在已经在涨了，财报后肯定是跌，预计16以上</body></html>","htmlText":"<html><head></head><body>\n现在已经在涨了，财报后肯定是跌，预计16以上</body></html>","text":"现在已经在涨了，财报后肯定是跌，预计16以上","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/953472043","repostId":953671952,"repostType":1,"repost":{"magic":2,"id":953671952,"tweetId":"953671952","gmtCreate":1590388818968,"gmtModify":1704192403662,"author":{"id":36984908995200,"idStr":"36984908995200","authorId":36984908995200,"authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","vip":4,"userType":4,"introduction":"关注我，了解更多社区活动，一起薅虎毛","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":632292,"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": true}","description":"关于老虎的一切~~","image":"https://static.tigerbbs.com/b463960d0a5791a40e961f7e16628352"}],"images":[{"img":"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3","width":"2048","height":"1365"},{"img":"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429","width":"942","height":"882"},{"img":"https://static.tigerbbs.com/407534b8fe354dddd3ea2ede1e38e1f5","width":"1709","height":"169"},{"img":"https://static.tigerbbs.com/b40826ea5ddda82a3e2e5b9531fcd6a6","width":"2000","height":"1013"}],"coverImages":[{"img":"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3","width":"2048","height":"1365"},{"img":"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429","width":"942","height":"882"},{"img":"https://static.tigerbbs.com/407534b8fe354dddd3ea2ede1e38e1f5","width":"1709","height":"169"}],"title":"【有奖竞猜】预测蔚来财报涨跌幅！","extraTitle":"","html":"<html><head></head><body><p>虎友们，周一好~</p> <p>经历上周中概财报大轰趴，新一周开始，中概明星股财报依然密集。最具市场热度首选应为：造车新势力<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ，以及新晋TMD之一的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429\" tg-width=\"942\" tg-height=\"882\"></p> <p>小虎君一周一股大竞猜，本周和您关注行走在风口浪尖的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3\" tg-width=\"2048\" tg-height=\"1365\"></p> <p><b>回顾上季度</b></p> <p>蔚来在<span>19Q4</span>交付了<span>8224</span>辆汽车，其中包括<span>6824</span>辆<span>ES6</span>以及<span>1400</span>辆<span>ES8</span>，给出了亮眼的交车报告。<span></span></p> <p>而当季财报会议上，公司预计<span>20Q1</span>将交付<span>3400</span>至<span>3600</span>辆汽车，比上一季度下降<span>50</span>％以上；预计营收将在<span>12.09</span>亿元人民币至<span>12.73</span>亿元人民币之间，约合<span>1.73</span>亿美元至<span>1.82</span>亿美元。即便最高指引也远没达到华尔街预期，分析师当时预计收入将达到<span>24.8</span>亿元人民币，是指引下限的两倍。引起股价之后大跌近<span>20%</span>。</p> <p>整个一季度受新型冠状病毒影响，<span>2020</span>年<span>1</span>月蔚来汽车交付量达<span>1598</span>台，同比下降<span>11.5%</span>。蔚来在<span>2020</span>年<span>2</span>月交付了<span>707</span>辆汽车，包括<span>671</span>辆<span> ES6</span>和<span>36</span>辆<span>ES8</span>。<span>经过了2月仅交付707台的低谷，3月销量迅速回升，也让一季度的销量达到了3838辆，超出了蔚来此前交付3400-3600台的预期。</span></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40826ea5ddda82a3e2e5b9531fcd6a6\" tg-width=\"2000\" tg-height=\"1013\"><span>ES8（蓝色）和ES6（绿色）</span></p> <p>鉴于冠状病毒的流行已经损害了经济，并且全球大部分经济都处于关闭的边缘，因此分析师预期也将下调。</p> <p><b>展望本季度</b></p> <p>彭博预计公司营收<span>12.87</span>亿元，<span>EPS</span>为<span>-1.74</span>元。<img src=\"https://static.tigerbbs.com/407534b8fe354dddd3ea2ede1e38e1f5\" tg-width=\"1709\" tg-height=\"169\">疫情导致蔚来短期销量与业绩承压，管理层指引一季度营收约人民币<span>12.1</span>亿元<span>-12.7</span>亿元（对应销量约<span>3</span>，<span>400-3</span>，<span>600</span>辆），预计亏损环比收窄<span>35%</span>。看好二季度三季度行业基本面边际改善趋势、以及公司成本压缩空间，但其长期业务模式与改善趋势仍待观望，<span>1</span>）市场竞争加剧，<span>Model3</span>、以及<span>ModelY</span>国产车型或蚕食部分<span>ES8/ES6</span>、以及<span>EC6</span>市占率，导致公司盈利爬坡趋势仍待观望（管理层指引二季度毛利率转正，<span>2020</span>年底可达双位数毛利率）。<span>2</span>）公司仍需资金支持其运营与现金支出，预计全球经济回落风险或导致其持续融资难度相应增大。</p> <p><b>最后</b></p> <p>虎友们怎么看<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 一季度财报表现？<span>欢迎评论区留言说出你的观点。</span></p> <p><span style=\"color:rgba(255,130,0,1);\"><b>戳下方</b></span><span>参与投票竞猜↓↓，成功预测更有虎币奖励！</span></p></body></html>","htmlText":"<html><head></head><body><p>虎友们，周一好~</p> <p>经历上周中概财报大轰趴，新一周开始，中概明星股财报依然密集。最具市场热度首选应为：造车新势力<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> ，以及新晋TMD之一的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429\" tg-width=\"942\" tg-height=\"882\"></p> <p>小虎君一周一股大竞猜，本周和您关注行走在风口浪尖的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 。</p> <p><img src=\"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3\" tg-width=\"2048\" tg-height=\"1365\"></p> <p><b>回顾上季度</b></p> <p>蔚来在<span>19Q4</span>交付了<span>8224</span>辆汽车，其中包括<span>6824</span>辆<span>ES6</span>以及<span>1400</span>辆<span>ES8</span>，给出了亮眼的交车报告。<span></span></p> <p>而当季财报会议上，公司预计<span>20Q1</span>将交付<span>3400</span>至<span>3600</span>辆汽车，比上一季度下降<span>50</span>％以上；预计营收将在<span>12.09</span>亿元人民币至<span>12.73</span>亿元人民币之间，约合<span>1.73</span>亿美元至<span>1.82</span>亿美元。即便最高指引也远没达到华尔街预期，分析师当时预计收入将达到<span>24.8</span>亿元人民币，是指引下限的两倍。引起股价之后大跌近<span>20%</span>。</p> <p>整个一季度受新型冠状病毒影响，<span>2020</span>年<span>1</span>月蔚来汽车交付量达<span>1598</span>台，同比下降<span>11.5%</span>。蔚来在<span>2020</span>年<span>2</span>月交付了<span>707</span>辆汽车，包括<span>671</span>辆<span> ES6</span>和<span>36</span>辆<span>ES8</span>。<span>经过了2月仅交付707台的低谷，3月销量迅速回升，也让一季度的销量达到了3838辆，超出了蔚来此前交付3400-3600台的预期。</span></p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40826ea5ddda82a3e2e5b9531fcd6a6\" tg-width=\"2000\" tg-height=\"1013\"><span>ES8（蓝色）和ES6（绿色）</span></p> <p>鉴于冠状病毒的流行已经损害了经济，并且全球大部分经济都处于关闭的边缘，因此分析师预期也将下调。</p> <p><b>展望本季度</b></p> <p>彭博预计公司营收<span>12.87</span>亿元，<span>EPS</span>为<span>-1.74</span>元。<img src=\"https://static.tigerbbs.com/407534b8fe354dddd3ea2ede1e38e1f5\" tg-width=\"1709\" tg-height=\"169\">疫情导致蔚来短期销量与业绩承压，管理层指引一季度营收约人民币<span>12.1</span>亿元<span>-12.7</span>亿元（对应销量约<span>3</span>，<span>400-3</span>，<span>600</span>辆），预计亏损环比收窄<span>35%</span>。看好二季度三季度行业基本面边际改善趋势、以及公司成本压缩空间，但其长期业务模式与改善趋势仍待观望，<span>1</span>）市场竞争加剧，<span>Model3</span>、以及<span>ModelY</span>国产车型或蚕食部分<span>ES8/ES6</span>、以及<span>EC6</span>市占率，导致公司盈利爬坡趋势仍待观望（管理层指引二季度毛利率转正，<span>2020</span>年底可达双位数毛利率）。<span>2</span>）公司仍需资金支持其运营与现金支出，预计全球经济回落风险或导致其持续融资难度相应增大。</p> <p><b>最后</b></p> <p>虎友们怎么看<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 一季度财报表现？<span>欢迎评论区留言说出你的观点。</span></p> <p><span style=\"color:rgba(255,130,0,1);\"><b>戳下方</b></span><span>参与投票竞猜↓↓，成功预测更有虎币奖励！</span></p></body></html>","text":"虎友们，周一好~ 经历上周中概财报大轰趴，新一周开始，中概明星股财报依然密集。最具市场热度首选应为：造车新势力$蔚来(NIO)$ ，以及新晋TMD之一的$美团点评-W(03690)$ 。 小虎君一周一股大竞猜，本周和您关注行走在风口浪尖的$蔚来(NIO)$ 。 回顾上季度 蔚来在19Q4交付了8224辆汽车，其中包括6824辆ES6以及1400辆ES8，给出了亮眼的交车报告。 而当季财报会议上，公司预计20Q1将交付3400至3600辆汽车，比上一季度下降50％以上；预计营收将在12.09亿元人民币至12.73亿元人民币之间，约合1.73亿美元至1.82亿美元。即便最高指引也远没达到华尔街预期，分析师当时预计收入将达到24.8亿元人民币，是指引下限的两倍。引起股价之后大跌近20%。 整个一季度受新型冠状病毒影响，2020年1月蔚来汽车交付量达1598台，同比下降11.5%。蔚来在2020年2月交付了707辆汽车，包括671辆 ES6和36辆ES8。经过了2月仅交付707台的低谷，3月销量迅速回升，也让一季度的销量达到了3838辆，超出了蔚来此前交付3400-3600台的预期。 ES8（蓝色）和ES6（绿色） 鉴于冠状病毒的流行已经损害了经济，并且全球大部分经济都处于关闭的边缘，因此分析师预期也将下调。 展望本季度 彭博预计公司营收12.87亿元，EPS为-1.74元。疫情导致蔚来短期销量与业绩承压，管理层指引一季度营收约人民币12.1亿元-12.7亿元（对应销量约3，400-3，600辆），预计亏损环比收窄35%。看好二季度三季度行业基本面边际改善趋势、以及公司成本压缩空间，但其长期业务模式与改善趋势仍待观望，1）市场竞争加剧，Model3、以及ModelY国产车型或蚕食部分ES8/ES6、以及EC6市占率，导致公司盈利爬坡趋势仍待观望（管理层指引二季度毛利率转正，2020年底可达双位数毛利率）。2）公司仍需资金支持其运营与现金支出，预计全球经济回落风险或导致其持续融资难度相应增大。 最后 虎友们怎么看$蔚来(NIO)$ 一季度财报表现？欢迎评论区留言说出你的观点。 戳下方参与投票竞猜↓↓，成功预测更有虎币奖励！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/953671952","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":828,"gmtCreate":1590388905145,"gmtModify":1590388905145,"gmtBegin":1590388905145,"gmtEnd":1590561700428,"objectId":953671952,"type":1,"upper":1,"title":"预测蔚来财报后周四涨跌幅！","introduction":"预测蔚来财报后周四涨跌幅！","totalSize":553,"choices":[{"id":3263,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":1,"name":"涨16%以上","userSize":181,"voted":false},{"id":3264,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":2,"name":"涨8%-16%","userSize":147,"voted":false},{"id":3265,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":3,"name":"涨8%以内","userSize":110,"voted":false},{"id":3266,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":4,"name":"跌8%以内","userSize":50,"voted":false},{"id":3267,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":5,"name":"跌8%-16%","userSize":26,"voted":false},{"id":3268,"gmtCreate":1590388905145,"gmtModify":1590388905145,"voteId":828,"sort":6,"name":"跌16%以上","userSize":39,"voted":false}]},"symbols":["03690","NIO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1524,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":2183,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":40,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/953472043"}