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Athos_
天天跟我做,每天十分钟(复盘)
IP属地:上海
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Athos_
11-05
高盛预测对过吗?
再次“超配”中国股市!高盛最新预测:A股、港股未来一年潜在回报率将达20%
Athos_
11-02
超威半导体就不要碰了,过山车。2021年我拿到过160,现在还不到160,要买就买NV。
Athos_
10-30
小米是给人的感觉是平民品牌,80万谁买?有钱人开个小米出去会被人笑话
Athos_
10-25
40倍回撤到16倍,中间是一直拿着吗?
Athos_
10-02
$南方科创板50(03109)$
靠,26买的,被套了。
Athos_
10-02
$九江银行(06190)$
这是什么垃圾啊,真丢人。
Athos_
09-16
$苹果(AAPL)$
就不能有一点创新吗?菜鸟
Athos_
09-16
$苹果(AAPL)$
苹果,哈哈。
Athos_
09-10
$华虹半导体(01347)$
这股没救了,一直跌。
Athos_
08-08
18年12月21日买的,现在28倍多。不到6年
@不空云集不赚钱:
$英伟达(NVDA)$
如果持有英伟达八年会发生什么?只持有正股,不加杠杆,不碰期权。
Athos_
08-01
$美国超微公司(AMD)$
2年多了,还是这鸟样。
Athos_
07-01
$美国超微公司(AMD)$
从股价上看,这也太差了吧。这公司是怎么了?
Athos_
06-13
这话说的,只买英伟达啊。
Athos_
06-12
$美国超微公司(AMD)$
人傻钱多才会买这股
Athos_
06-10
$美国超微公司(AMD)$
真丢人,和英伟达差距怎么这么大呢。股价还是这德性。
Athos_
05-21
$理想汽车-W(02015)$
无底洞了。跌到哪里都不奇怪
Athos_
05-10
相信你,算了吧。
百度官方评璩静事件:喧嚣总会过去,请大家相信百度价值观
Athos_
04-23
没戏了,谁还买特斯拉啊,
财报前瞻 | 特斯拉万人裁员,销量惨跌!马斯克的挑战:崩溃还是转机?
Athos_
03-04
$苹果(AAPL)$
苹果已经不是以前那个苹果了,赶紧卖吧,买英伟达。
Athos_
01-26
$特斯拉(TSLA)$
特斯拉不行了,意思国内新能源车买特斯拉觉得有面子,现在呢,早就不是了。现在买个赛力斯M9,有面子。
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18:09","market":"hk","language":"zh","title":"再次“超配”中国股市!高盛最新预测:A股、港股未来一年潜在回报率将达20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2481102547","media":"sina","summary":"外资“唱多中国”的音量越来越强。","content":"<html><head></head><body><p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估,在这一背景下,外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后,<a href=\"https://laohu8.com/S/GS\">高盛</a>再度发布研报“唱多”中国资产。</p><p>高盛研究部首席中国股票策略师刘劲津(Kinger Lau)及团队在落款日期为11月4日(周一)的研报中,维持了对中国A股和H股的“超配(Overweight)”评级,并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队表示,从行业上看,他们更青睐消费导向型行业,而非制造业。</p><p>此外,高盛在日前发布的另一份资金流向研报中指出,在截至10月30日的四周内,A股市场获得243.85亿美元(约合人民币1700亿元)净流入。该机构指出,新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口,一旦美国大选结束,笼罩在市场上的不确定性解除,这种敞口可能会迅速增加。</p><p>在周一发布的研报中,刘劲津团队维持了对中国A股和H股的“超配(Overweight)”评级,并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队认为,在宽松措施的推动下,第四季度中国宏观经济增长将进一步增强,这有利于(A股和H股上市公司)在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看,中国互联网仍是盈利上调趋势的关键因素。近期,非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。</p><p>“我们维持2024年(A股和H股上市公司)每股收益增长12%的预期,部分原因是2023年第四季度的基数较低,预计2025年每股收益将继续增长12%。目前,高盛对2025年盈利预测的风险是平衡的,下行风险可能集中在出口敏感行业,但上行风险可能存在于消费相关股票,这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。</p><p>谈及投资策略,刘劲津团队表示,“我们最近将策略偏好从离岸股票转向了在岸股票,原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响,以及过去3个月A股较H股的表现仍落后3%。”</p><p>“从行业看,出于增长性和政策原因,我们更青睐消费导向型行业,而非制造业,因此我们对(A股和H股)互联网行业(消费科技)、服务业和餐饮业持‘超配’评级。从主题上看,我们主张杠铃策略(注:barbell strategy,指投资者购买短期和长期债券,但不购买中期债券)。”</p><p>另外,该团队在研报中提到,目前100多家A股公司已获得(或已申请)商业银行贷款,总额达1100亿元人民币,用于回购股票。高盛认为,这可能有助于延续A股和H股市场以创纪录速度进行的强劲回购趋势。</p><p>除了上述最新观点外,高盛近日发布的另一份全球资金流向报告还显示,在截至10月30日的四周内,全球资金合计净流入股票市场636.28亿美元。其中,美股获得372.28亿美元净流入,A股市场获得243.85亿美元(约合人民币1700亿元)净流入。同期,日股和印度股市分别净流出60.63亿美元和2.84亿美元。</p><p>近期“唱多”中国资产的外资机构显然不只有高盛一家。</p><p>多家外资机构公开表示,以一系列增量政策出台为标志,近期中国经济政策持续加力,有力提振了社会预期和信心。同时,中国扩大高水平开放的态度明确且坚定,中长期看,中国市场、中国资产对全球投资者吸引力有望增强。</p><p>在积极“落子”中国的同时,众多外资机构和投资人也正在重新审视A股市场的投资机会,加大对中国资产的配置。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>亚洲首席经济学家陈艾亚认为,当前中国推出的一系列政策会给经济发展带来积极的影响,如稳定房地产价格、提振市场信心等。</p><p>《每日经济新闻》记者注意到,<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>中国获批证券投资基金托管资格、华泰保兴基金“变身”外资系公募……这都是外资积极布局中国资产的积极变化。联博基金认为,从近期资金大量流入中国股票型基金等可看出端倪,全球资金的挪移或已开始。</p><p>业内人士预计,未来一系列开放政策将转化为更强的吸引力,外资机构对中国资产的配置热情有望持续提升。</p><p>中国人民银行副行长、国家外汇管理局局长朱鹤新在10月中旬举行的2024金融街论坛年会上明确表示,将研究制定外商直接投资(FDI)外汇便利化中期改革方案,着力提升外商直接投资汇兑便利,优化外汇登记、账户、资金使用等管理要求,简化业务流程,缩减管理链条,为外资企业在华展业兴业营造良好环境。</p></body></html>","source":"sina","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>再次“超配”中国股市!高盛最新预测:A股、港股未来一年潜在回报率将达20%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n再次“超配”中国股市!高盛最新预测:A股、港股未来一年潜在回报率将达20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 18:09 北京时间 <a href=https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估,在这一背景下,外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后,高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津(Kinger Lau)及团队在落款日期为11月4日(周一)的研报中,维持了对中国A股和H股的“超配(Overweight)”评级,并预计未来12个月这两个市场的潜在回报率在...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63dbbae84820ebcf51be5f5ff9419a13","relate_stocks":{"YANG":"三倍做空富时中国ETF-Direxion","YINN":"三倍做多富时中国ETF-Direxion","KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2481102547","content_text":"9月24日以来出台的一系列增量政策正不断助推中国资产的重估,在这一背景下,外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后,高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津(Kinger Lau)及团队在落款日期为11月4日(周一)的研报中,维持了对中国A股和H股的“超配(Overweight)”评级,并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队表示,从行业上看,他们更青睐消费导向型行业,而非制造业。此外,高盛在日前发布的另一份资金流向研报中指出,在截至10月30日的四周内,A股市场获得243.85亿美元(约合人民币1700亿元)净流入。该机构指出,新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口,一旦美国大选结束,笼罩在市场上的不确定性解除,这种敞口可能会迅速增加。在周一发布的研报中,刘劲津团队维持了对中国A股和H股的“超配(Overweight)”评级,并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队认为,在宽松措施的推动下,第四季度中国宏观经济增长将进一步增强,这有利于(A股和H股上市公司)在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看,中国互联网仍是盈利上调趋势的关键因素。近期,非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。“我们维持2024年(A股和H股上市公司)每股收益增长12%的预期,部分原因是2023年第四季度的基数较低,预计2025年每股收益将继续增长12%。目前,高盛对2025年盈利预测的风险是平衡的,下行风险可能集中在出口敏感行业,但上行风险可能存在于消费相关股票,这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。谈及投资策略,刘劲津团队表示,“我们最近将策略偏好从离岸股票转向了在岸股票,原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响,以及过去3个月A股较H股的表现仍落后3%。”“从行业看,出于增长性和政策原因,我们更青睐消费导向型行业,而非制造业,因此我们对(A股和H股)互联网行业(消费科技)、服务业和餐饮业持‘超配’评级。从主题上看,我们主张杠铃策略(注:barbell strategy,指投资者购买短期和长期债券,但不购买中期债券)。”另外,该团队在研报中提到,目前100多家A股公司已获得(或已申请)商业银行贷款,总额达1100亿元人民币,用于回购股票。高盛认为,这可能有助于延续A股和H股市场以创纪录速度进行的强劲回购趋势。除了上述最新观点外,高盛近日发布的另一份全球资金流向报告还显示,在截至10月30日的四周内,全球资金合计净流入股票市场636.28亿美元。其中,美股获得372.28亿美元净流入,A股市场获得243.85亿美元(约合人民币1700亿元)净流入。同期,日股和印度股市分别净流出60.63亿美元和2.84亿美元。近期“唱多”中国资产的外资机构显然不只有高盛一家。多家外资机构公开表示,以一系列增量政策出台为标志,近期中国经济政策持续加力,有力提振了社会预期和信心。同时,中国扩大高水平开放的态度明确且坚定,中长期看,中国市场、中国资产对全球投资者吸引力有望增强。在积极“落子”中国的同时,众多外资机构和投资人也正在重新审视A股市场的投资机会,加大对中国资产的配置。摩根士丹利亚洲首席经济学家陈艾亚认为,当前中国推出的一系列政策会给经济发展带来积极的影响,如稳定房地产价格、提振市场信心等。《每日经济新闻》记者注意到,汇丰中国获批证券投资基金托管资格、华泰保兴基金“变身”外资系公募……这都是外资积极布局中国资产的积极变化。联博基金认为,从近期资金大量流入中国股票型基金等可看出端倪,全球资金的挪移或已开始。业内人士预计,未来一系列开放政策将转化为更强的吸引力,外资机构对中国资产的配置热情有望持续提升。中国人民银行副行长、国家外汇管理局局长朱鹤新在10月中旬举行的2024金融街论坛年会上明确表示,将研究制定外商直接投资(FDI)外汇便利化中期改革方案,着力提升外商直接投资汇兑便利,优化外汇登记、账户、资金使用等管理要求,简化业务流程,缩减管理链条,为外资企业在华展业兴业营造良好环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366340364931272,"gmtCreate":1730480196833,"gmtModify":1730480199188,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"超威半导体就不要碰了,过山车。2021年我拿到过160,现在还不到160,要买就买NV。","listText":"超威半导体就不要碰了,过山车。2021年我拿到过160,现在还不到160,要买就买NV。","text":"超威半导体就不要碰了,过山车。2021年我拿到过160,现在还不到160,要买就买NV。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/366340364931272","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173185461177092","authorId":"4173185461177092","name":"闲人一个001","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"4173185461177092","authorIdStr":"4173185461177092"},"content":"英特尔这一段走势比超微好多了,也好操作多了","text":"英特尔这一段走势比超微好多了,也好操作多了","html":"英特尔这一段走势比超微好多了,也好操作多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365577289609528,"gmtCreate":1730292335558,"gmtModify":1730292338036,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"小米是给人的感觉是平民品牌,80万谁买?有钱人开个小米出去会被人笑话","listText":"小米是给人的感觉是平民品牌,80万谁买?有钱人开个小米出去会被人笑话","text":"小米是给人的感觉是平民品牌,80万谁买?有钱人开个小米出去会被人笑话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/365577289609528","isVote":1,"tweetType":1,"viewCount":2154,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"196299990385920","authorId":"196299990385920","name":"仓佑嘉措R","avatar":"https://static.laohu8.com/a8edae2c1aed96e01161e91f405e531b","crmLevel":4,"crmLevelSwitch":1,"idStr":"196299990385920","authorIdStr":"196299990385920"},"content":"80万的是超跑 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 如果持有英伟达八年会发生什么?只持有正股,不加杠杆,不碰期权。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 如果持有英伟达八年会发生什么?只持有正股,不加杠杆,不碰期权。","text":"$英伟达(NVDA)$ 如果持有英伟达八年会发生什么?只持有正股,不加杠杆,不碰期权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336107509137536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333778239807536,"gmtCreate":1722521872050,"gmtModify":1722523000117,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2年多了,还是这鸟样。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 2年多了,还是这鸟样。","text":"$美国超微公司(AMD)$ 2年多了,还是这鸟样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333778239807536","isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322904546365504,"gmtCreate":1719843234317,"gmtModify":1719843235951,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 从股价上看,这也太差了吧。这公司是怎么了?","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 从股价上看,这也太差了吧。这公司是怎么了?","text":"$美国超微公司(AMD)$ 从股价上看,这也太差了吧。这公司是怎么了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322904546365504","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316442527084784,"gmtCreate":1718284138535,"gmtModify":1718284140714,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"这话说的,只买英伟达啊。","listText":"这话说的,只买英伟达啊。","text":"这话说的,只买英伟达啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316442527084784","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316102709862624,"gmtCreate":1718199800813,"gmtModify":1718249020304,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 人傻钱多才会买这股","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 人傻钱多才会买这股","text":"$美国超微公司(AMD)$ 人傻钱多才会买这股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316102709862624","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315403769204976,"gmtCreate":1718033707012,"gmtModify":1718033708411,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 真丢人,和英伟达差距怎么这么大呢。股价还是这德性。","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 真丢人,和英伟达差距怎么这么大呢。股价还是这德性。","text":"$美国超微公司(AMD)$ 真丢人,和英伟达差距怎么这么大呢。股价还是这德性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315403769204976","isVote":1,"tweetType":1,"viewCount":941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461835953387183","authorId":"3461835953387183","name":"赚够一亿就辞职","avatar":"https://static.tigerbbs.com/4851e8fc01fbd32d9e9b6b0f08d81c42","crmLevel":7,"crmLevelSwitch":1,"idStr":"3461835953387183","authorIdStr":"3461835953387183"},"content":"再看看英特尔吧,他也是大哥[笑哭]","text":"再看看英特尔吧,他也是大哥[笑哭]","html":"再看看英特尔吧,他也是大哥[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308222352179504,"gmtCreate":1716271439888,"gmtModify":1716271492984,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> 无底洞了。跌到哪里都不奇怪","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$ </a> 无底洞了。跌到哪里都不奇怪","text":"$理想汽车-W(02015)$ 无底洞了。跌到哪里都不奇怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308222352179504","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304367838048448,"gmtCreate":1715329998223,"gmtModify":1715329999867,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"相信你,算了吧。","listText":"相信你,算了吧。","text":"相信你,算了吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304367838048448","repostId":"1183355237","repostType":4,"repost":{"id":"1183355237","pubTimestamp":1715328089,"share":"https://www.laohu8.com/m/news/1183355237?lang=&edition=full","pubTime":"2024-05-10 16:01","market":"hk","language":"zh","title":"百度官方评璩静事件:喧嚣总会过去,请大家相信百度价值观","url":"https://stock-news.laohu8.com/highlight/detail?id=1183355237","media":"新浪科技","summary":"崔珊珊重申百度人简单可依赖的三个维度,正直做人、正确做事、做正确的事。","content":"<html><head></head><body><p> 百度官方公众号发表推文。在昨天于百度内部举办的一场活动中,百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化,直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫,回应了近期公司因璩静短视频风波引发的公司价值观质疑。</p><p style=\"text-align: start;\"> 近日,百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议,这一事件被外界关联到百度企业价值观上。</p><p style=\"text-align: start;\"> 分享中,崔珊珊直言,“估计近期大家多多少少都关注到了一些舆论和争议,可能有的同学多少还会产生困扰甚至片刻的摇摆,但请大家要相信,在百度,没有什么比简单可依赖的价值观更值得坚守和捍卫,舆论的喧嚣总会过去,而我们的自我革新永不止步。”</p><p style=\"text-align: start;\"> “舆论的喧嚣总会过去,而我们的自我革新永不止步。”崔珊珊点出了多项百度自身存在的大厂病,包括“划地盘、设门槛,各自为战协同难”、“向上哄好、向下唬住,加班彰显工作态度”、“上级沟通全靠下级传话,结果烂尾还说漂亮话”等。在她看来,“这些大厂病问题,百度也都存在,有些还挺严重,不怪员工吐槽,公司管理层也急,并且都在着重关注、着手解决。”</p><p style=\"text-align: start;\"> 崔珊珊重申百度人简单可依赖的三个维度,正直做人、正确做事、做正确的事。并进一步表示,“文化风范们为什么宝贵,就是因为他们在变革时期,能顶住压力、燃起动力、克服阻力,身体力行地告诉我们,什么才是我们该相信的,要鼓励的,会传承的。”</p><p style=\"text-align: start;\"> 附演讲实录:</p><p style=\"text-align: start;\"> 各位同学,大家下午好!</p><p style=\"text-align: start;\"> 首先要祝贺所有的获奖同学,看到大家如此昂扬和有活力,我也非常被打动,我们祝贺这些同学取得的成果,也感谢他们付出的努力!</p><p style=\"text-align: start;\"> 今天非常难得有这样一个机会,我在这里也代表咱们公司,向所有获奖同学的家属表示祝贺和感谢!谢谢你们!也请各位同学今天回家,务必向爱你的、你爱的、支持你的家人们说一句——“感谢你们对我的支持!”</p><p style=\"text-align: start;\"> 颁奖前播放了一个文化主题的MV,不知道大家看了是什么感受——是不是有点熟悉又有点“扎心”?这些都是埋伏在我们身边的、大家吐槽的、早就“看不惯”的问题和毛病,但在大屏幕上放出来,就有点“奇怪”,怎么一个表彰活动不说好的,先哐哐列出一堆问题,啥意思呢?</p><p style=\"text-align: start;\"> 其实,颁奖礼早就开始筹办了,所有的节目和视频都要提前开始策划和制作。1个月前团队给我报创意的时候,我就提出,别的节目都好说,团队奖、协同奖、特别奖……同学们辛苦一年才取得的荣耀,应该其乐融融,应该欢乐祥和。唯独文化风范奖这个节目,不能只唱赞歌不说问题,而应该像个“小品”,带点辛辣和讽刺,但又充满正气和力量。于是,大家就看到了这个作品,咱们同学的出镜演出确实不错,包装啊特效啊什么是我们筹备组水平有限,如果大家喜欢当然最好,不喜欢我们就继续改进。</p><p style=\"text-align: start;\"> 我觉得,公司已经快25年了,出现问题不奇怪,无法清醒和理智地看待才是不对的。片子里点到的一些问题,“划地盘,设门槛,各自为战协同难”;“向上哄好,向下唬住,加班彰显工作态度”;“上级沟通全靠下属传话,结果烂尾还说漂亮话”……这些大厂病问题,百度也都存在,有些还挺严重,不怪员工吐槽,公司管理层也急,并且都在着重关注、着手解决。</p><p style=\"text-align: start;\"> 去年的颁奖礼上,我讲过简单可依赖的三个维度,正直做人、正确做事、做正确的事。我相信,大部分同学都理解并践行了,而且还涌现出了很多大家公认的楷模,特别是在座的文化风范们。文化风范们为什么宝贵,就是因为他们在变革时期,能顶住压力、燃起动力、克服阻力,身体力行地告诉我们,什么才是我们该相信的,要鼓励的,会传承的。估计近期大家多多少少都关注到了一些舆论和争议,可能有的同学多少还会产生困扰甚至片刻的摇摆,但请大家要相信,在百度,没有什么比简单可依赖的价值观更值得坚守和捍卫,舆论的喧嚣总会过去,而我们的自我革新永不止步。</p><p style=\"text-align: start;\"> 刚才来 K6的时候,我看到科技园的春光特别美好,虽然我们面对的挑战和困难真是不少,但就像我们相信五月阳光终将灿烂、鲜花一定会开一样。当每个人都往让百度越来越好的方向努力的时候,我们一定可以突破现状,创造出一个新时代的百度。今天是个颁奖的场合,在座的各位都是公司选出来的先进榜样,公司也对大家寄予厚望,希望我们一起努力,简单可依赖是“做人很简单,做事很厉害”,这不仅是企业的精神追求,对个人来说也是非常好的修身之道,这里我和大家共勉。就像歌词里的,“捍卫度厂文化,百度越来越好”!再次祝贺各位获奖的同学,希望大家度过一个美好的下午。</p></body></html>","source":"sina_tech","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>百度官方评璩静事件:喧嚣总会过去,请大家相信百度价值观</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度官方评璩静事件:喧嚣总会过去,请大家相信百度价值观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-10 16:01 北京时间 <a href=https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度官方公众号发表推文。在昨天于百度内部举办的一场活动中,百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化,直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫,回应了近期公司因璩静短视频风波引发的公司价值观质疑。 近日,百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议,这一事件被外界关联到百度企业价值观上。 分享中,崔珊珊直言,“估计近期大家多多少少都关注...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://finance.sina.com.cn/tech/2024-05-10/doc-inautsif8508710.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183355237","content_text":"百度官方公众号发表推文。在昨天于百度内部举办的一场活动中,百度集团资深副总裁、百度文化委员会秘书长崔珊珊发言捍卫百度文化,直言在百度没有什么比简单可依赖的价值观更值得坚守和捍卫,回应了近期公司因璩静短视频风波引发的公司价值观质疑。 近日,百度集团副总裁、公关一号位璩静因发布言辞激烈的职场短视频引发广泛争议,这一事件被外界关联到百度企业价值观上。 分享中,崔珊珊直言,“估计近期大家多多少少都关注到了一些舆论和争议,可能有的同学多少还会产生困扰甚至片刻的摇摆,但请大家要相信,在百度,没有什么比简单可依赖的价值观更值得坚守和捍卫,舆论的喧嚣总会过去,而我们的自我革新永不止步。” “舆论的喧嚣总会过去,而我们的自我革新永不止步。”崔珊珊点出了多项百度自身存在的大厂病,包括“划地盘、设门槛,各自为战协同难”、“向上哄好、向下唬住,加班彰显工作态度”、“上级沟通全靠下级传话,结果烂尾还说漂亮话”等。在她看来,“这些大厂病问题,百度也都存在,有些还挺严重,不怪员工吐槽,公司管理层也急,并且都在着重关注、着手解决。” 崔珊珊重申百度人简单可依赖的三个维度,正直做人、正确做事、做正确的事。并进一步表示,“文化风范们为什么宝贵,就是因为他们在变革时期,能顶住压力、燃起动力、克服阻力,身体力行地告诉我们,什么才是我们该相信的,要鼓励的,会传承的。” 附演讲实录: 各位同学,大家下午好! 首先要祝贺所有的获奖同学,看到大家如此昂扬和有活力,我也非常被打动,我们祝贺这些同学取得的成果,也感谢他们付出的努力! 今天非常难得有这样一个机会,我在这里也代表咱们公司,向所有获奖同学的家属表示祝贺和感谢!谢谢你们!也请各位同学今天回家,务必向爱你的、你爱的、支持你的家人们说一句——“感谢你们对我的支持!” 颁奖前播放了一个文化主题的MV,不知道大家看了是什么感受——是不是有点熟悉又有点“扎心”?这些都是埋伏在我们身边的、大家吐槽的、早就“看不惯”的问题和毛病,但在大屏幕上放出来,就有点“奇怪”,怎么一个表彰活动不说好的,先哐哐列出一堆问题,啥意思呢? 其实,颁奖礼早就开始筹办了,所有的节目和视频都要提前开始策划和制作。1个月前团队给我报创意的时候,我就提出,别的节目都好说,团队奖、协同奖、特别奖……同学们辛苦一年才取得的荣耀,应该其乐融融,应该欢乐祥和。唯独文化风范奖这个节目,不能只唱赞歌不说问题,而应该像个“小品”,带点辛辣和讽刺,但又充满正气和力量。于是,大家就看到了这个作品,咱们同学的出镜演出确实不错,包装啊特效啊什么是我们筹备组水平有限,如果大家喜欢当然最好,不喜欢我们就继续改进。 我觉得,公司已经快25年了,出现问题不奇怪,无法清醒和理智地看待才是不对的。片子里点到的一些问题,“划地盘,设门槛,各自为战协同难”;“向上哄好,向下唬住,加班彰显工作态度”;“上级沟通全靠下属传话,结果烂尾还说漂亮话”……这些大厂病问题,百度也都存在,有些还挺严重,不怪员工吐槽,公司管理层也急,并且都在着重关注、着手解决。 去年的颁奖礼上,我讲过简单可依赖的三个维度,正直做人、正确做事、做正确的事。我相信,大部分同学都理解并践行了,而且还涌现出了很多大家公认的楷模,特别是在座的文化风范们。文化风范们为什么宝贵,就是因为他们在变革时期,能顶住压力、燃起动力、克服阻力,身体力行地告诉我们,什么才是我们该相信的,要鼓励的,会传承的。估计近期大家多多少少都关注到了一些舆论和争议,可能有的同学多少还会产生困扰甚至片刻的摇摆,但请大家要相信,在百度,没有什么比简单可依赖的价值观更值得坚守和捍卫,舆论的喧嚣总会过去,而我们的自我革新永不止步。 刚才来 K6的时候,我看到科技园的春光特别美好,虽然我们面对的挑战和困难真是不少,但就像我们相信五月阳光终将灿烂、鲜花一定会开一样。当每个人都往让百度越来越好的方向努力的时候,我们一定可以突破现状,创造出一个新时代的百度。今天是个颁奖的场合,在座的各位都是公司选出来的先进榜样,公司也对大家寄予厚望,希望我们一起努力,简单可依赖是“做人很简单,做事很厉害”,这不仅是企业的精神追求,对个人来说也是非常好的修身之道,这里我和大家共勉。就像歌词里的,“捍卫度厂文化,百度越来越好”!再次祝贺各位获奖的同学,希望大家度过一个美好的下午。","news_type":1},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298123903000712,"gmtCreate":1713812977490,"gmtModify":1713812979216,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"没戏了,谁还买特斯拉啊,","listText":"没戏了,谁还买特斯拉啊,","text":"没戏了,谁还买特斯拉啊,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298123903000712","repostId":"1186972860","repostType":2,"repost":{"id":"1186972860","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713339779,"share":"https://www.laohu8.com/m/news/1186972860?lang=&edition=full","pubTime":"2024-04-17 15:42","market":"hk","language":"zh","title":"财报前瞻 | 特斯拉万人裁员,销量惨跌!马斯克的挑战:崩溃还是转机?","url":"https://stock-news.laohu8.com/highlight/detail?id=1186972860","media":"老虎资讯综合","summary":"由于增长瓶颈,特斯拉一季度股价下跌近30%。为了应对销量下滑带来的压力,特斯拉不得不采取裁员的措施。此外,来自中国竞争对手的激烈竞争侵蚀了特斯拉的部分市场份额,尤其是比亚迪,其交付量在2023年最后一个季度超过了特斯拉。然而,在2024年第一季度,比亚迪的销量大幅下滑,将领先地位拱手让给了特斯拉。但该行业仅占特斯拉整体收入的6%以上。","content":"<html><head></head><body><blockquote><p><strong>摘要:</strong>特斯拉最近宣布裁员万人,同时面临销量惨跌的挑战。这引发了人们对马斯克所面临的是一场崩溃还是转机的猜测。</p></blockquote><p>特斯拉将于美国东部时间4月23日(星期二)盘后发布2024年第一季度财报。据彭博分析师预计,特斯拉Q1营收预计为225.89亿美元,较上一季度和去年同期有所下降。调整后净利润为18.82亿美元,调整后的每股收益为0.54美元,较上一季度和去年同期有所下降。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5105d31f91cdfbf0f5cd5842109dafa\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>特斯拉在第一季度遭遇了严重抛售,其股价暴跌近 30%,原因是这家电动汽车制造商在中国竞争对手的激烈竞争和消费者需求下降的情况下遇到了增长瓶颈。 </p><p>2023年下半年实施的降价明显压缩了其利润率,加上消费者需求疲软导致收入增长明显放缓。以下是特斯拉即将公布的 2024 财年第一季度财报前瞻,根据财报探讨其预期增长轨迹和潜在股价走势。</p><h3 id=\"id_1624390322\">特斯拉第一季度电动汽车交付量未达预期</h3><p>特斯拉公布的第一季度交付量不及预期,总计368,810辆,较去年同期下降8.5%,环比下降20%。产量也出现放缓,较上一季度下降12.5%,至433,371辆。特斯拉将这种减速归因于两个主要因素:3月初纵火导致德国工厂暂时关闭,以及胡塞民兵袭击导致发货中断。</p><p>Wedbush Securities分析师表示,“对于特斯拉来说,第一季度的交付量是一个噩梦般的季度,因为2024年中国和全球电动汽车需求仍然非常疲软。”他们指出,“对于特斯拉首席执行官 (CEO ) 埃隆马斯克来说,这是引导特斯拉度过这场 5 类需求风暴的关键时期。”</p><p><strong>为了应对销量下滑带来的压力,特斯拉不得不采取裁员的措施。据报道,该公司此次将裁减超过10%的员工,这意味着将有1.4万人失去工作。</strong>这一裁员规模被媒体称为特斯拉的“史上之最”,无疑给整个行业带来了巨大的震动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/945129e6f66320be665534deef128b8f\" title=\"图片来源:investopedia\" tg-width=\"942\" tg-height=\"622\"/><span>图片来源:investopedia</span></p><h3 id=\"id_1296653109\" style=\"text-align: start;\">中国电动汽车竞争白热化</h3><p style=\"text-align: start;\">特斯拉还面临着中国需求疲软的挑战,该公司在中国的销售额约占该电动汽车制造商总收入的 22%。此外,来自中国竞争对手的激烈竞争侵蚀了特斯拉的部分市场份额,尤其是比亚迪,其交付量在2023年最后一个季度超过了特斯拉。然而,在2024年第一季度,比亚迪的销量大幅下滑,将领先地位拱手让给了特斯拉。</p><p style=\"text-align: start;\">2024年,中国手机制造商小米最近以其运动型电动汽车进入市场,其价格低于特斯拉 Model 3 在中国的价格,这进一步加剧了竞争格局。小米的进入被认为是对特斯拉在中国市场地位的另一个威胁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6385efe143482087321a1faa90046388\" title=\"\" tg-width=\"640\" tg-height=\"295\"/></p><h3 id=\"id_3284035176\" style=\"text-align: start;\">特斯拉被曝正推迟Cybertruck交付</h3><p style=\"text-align: start;\">继马斯克周一向全体员工通报了将在全球裁员10%的计划后,该公司此前力推的“赛博皮卡”Cybertruck,如今也被曝出面临着交付问题。</p><p><strong>据媒体报道,一些Cybertruck的买家近期表示,特斯拉在最近几天推迟了向他们交付Cybertruck的时间,但没有说明原因。目前,还无法具体确定有多少买家受到了延期交付的波及。</strong></p><h3 id=\"id_511177282\">Robotaxi能让特斯拉“翻身”吗?</h3><p>马斯克于4月5日表示,该公司将于8月8日推出Robotaxi,这是2019年首次提及的下一代自动驾驶汽车。</p><p style=\"text-align: start;\">马斯克过去曾表示,特斯拉将制造一款没有控制装置供人类使用的汽车,并表示完全自动驾驶将达到出租车和无人驾驶场景的完全自主使用。</p><p style=\"text-align: start;\">不久前,马斯克否认了有关特斯拉放弃生产低价电动汽车(预计将被称为 Model 2)的长期计划的报道。</p><p style=\"text-align: start;\">分析师表示,“特斯拉目前正陷入‘两波增长’之间”,因为“投资者的耐心开始减弱”,而机器人出租车“不是近期的解决方案”。韦德布什表示,该公司“仍保持长期看涨,但对于马斯克和特斯拉来说,接下来的几个月至关重要,可以为华尔街提供 2025 年增长蓝图。”</p><h3 id=\"id_1505648863\" style=\"text-align: start;\">2023财年第四季度业绩回顾</h3><p style=\"text-align: start;\">2023年最后一个季度,特斯拉的整体收入仅同比增长3%,而其汽车销量几乎没有增长,同比增长1%。营业利润率为 8.2%,比 2022 年第四季度的 16% 几乎减半。得益于 59 亿美元的一次性非现金税收优惠,特斯拉的净利润增加了一倍多。但剔除该金额后,其每股收益同比下降约 39% 至 0.71 美元。首席执行官埃隆·马斯克 (Elon Musk) 也提供了疲软的指导,并表示 2024 年销量增长可能会明显下降。</p><p>尽管如此,特斯拉在2023年交付了创纪录的电动汽车数量,约为180万辆,比2022年增长38%。全年收入增长15%,达到824.2亿美元。值得注意的是,去年其储能部署大幅增长,与2022年相比增长了125%。但该行业仅占特斯拉整体收入的6%以上。</p><h3 id=\"id_277668058\">华尔街大行评级</h3><p>富国银行 (Wells Fargo) 分析师科林·兰根 (Colin Langan) <strong>给予“减持”评级,将其目标股价下调了5美元至每股120美元</strong>。 他将全年交付目标下调约 12%,而他之前的预测与2023年水平持平。他还指出,特斯拉庞大的库存(他估计约为 16 万辆)以及较低的租赁率将增加定价和利润风险。</p><p>花旗集团分析师 Itay Michaeli<strong>给予特斯拉股票“中性”评级</strong>,<strong>他将其目标股价下调了16美元至每股180美元</strong>。他指出,“鉴于特斯拉近期的需求逆风(我们认为与产品年龄、饱和度有关),我们仍然认为与我们的近期预测相比,下行空间大于上行空间。”</p><p style=\"text-align: start;\">韦德布什分析师丹·艾夫斯 (Dan Ives) 长期看好特斯拉,<strong>维持“跑赢大市”,他将其目标股价下调了16美元至300美元,</strong>,他称第一季度的交付量是一场“噩梦”。他表示,首席执行官埃隆·马斯克似乎更关注机器人出租车而不是价格更便宜的 Model 2 轿车,这可能会进一步考验投资者的耐心。</p><p>摩根士丹利亚当·乔纳斯(Adam Jonas)<strong>维持“增持”评级,目标价310美元</strong>。他将特斯拉2024年的盈利预测下调了25%,他称这家电动汽车巨头今年“可能”亏损。乔纳斯预计,由于分析师预计电动汽车的需求问题将持续存在,因此不包括监管信贷的汽车毛利率将降至 12.9%。</p></body></html>","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>财报前瞻 | 特斯拉万人裁员,销量惨跌!马斯克的挑战:崩溃还是转机?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 特斯拉万人裁员,销量惨跌!马斯克的挑战:崩溃还是转机?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-17 15:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p><strong>摘要:</strong>特斯拉最近宣布裁员万人,同时面临销量惨跌的挑战。这引发了人们对马斯克所面临的是一场崩溃还是转机的猜测。</p></blockquote><p>特斯拉将于美国东部时间4月23日(星期二)盘后发布2024年第一季度财报。据彭博分析师预计,特斯拉Q1营收预计为225.89亿美元,较上一季度和去年同期有所下降。调整后净利润为18.82亿美元,调整后的每股收益为0.54美元,较上一季度和去年同期有所下降。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5105d31f91cdfbf0f5cd5842109dafa\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>特斯拉在第一季度遭遇了严重抛售,其股价暴跌近 30%,原因是这家电动汽车制造商在中国竞争对手的激烈竞争和消费者需求下降的情况下遇到了增长瓶颈。 </p><p>2023年下半年实施的降价明显压缩了其利润率,加上消费者需求疲软导致收入增长明显放缓。以下是特斯拉即将公布的 2024 财年第一季度财报前瞻,根据财报探讨其预期增长轨迹和潜在股价走势。</p><h3 id=\"id_1624390322\">特斯拉第一季度电动汽车交付量未达预期</h3><p>特斯拉公布的第一季度交付量不及预期,总计368,810辆,较去年同期下降8.5%,环比下降20%。产量也出现放缓,较上一季度下降12.5%,至433,371辆。特斯拉将这种减速归因于两个主要因素:3月初纵火导致德国工厂暂时关闭,以及胡塞民兵袭击导致发货中断。</p><p>Wedbush Securities分析师表示,“对于特斯拉来说,第一季度的交付量是一个噩梦般的季度,因为2024年中国和全球电动汽车需求仍然非常疲软。”他们指出,“对于特斯拉首席执行官 (CEO ) 埃隆马斯克来说,这是引导特斯拉度过这场 5 类需求风暴的关键时期。”</p><p><strong>为了应对销量下滑带来的压力,特斯拉不得不采取裁员的措施。据报道,该公司此次将裁减超过10%的员工,这意味着将有1.4万人失去工作。</strong>这一裁员规模被媒体称为特斯拉的“史上之最”,无疑给整个行业带来了巨大的震动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/945129e6f66320be665534deef128b8f\" title=\"图片来源:investopedia\" tg-width=\"942\" tg-height=\"622\"/><span>图片来源:investopedia</span></p><h3 id=\"id_1296653109\" style=\"text-align: start;\">中国电动汽车竞争白热化</h3><p style=\"text-align: start;\">特斯拉还面临着中国需求疲软的挑战,该公司在中国的销售额约占该电动汽车制造商总收入的 22%。此外,来自中国竞争对手的激烈竞争侵蚀了特斯拉的部分市场份额,尤其是比亚迪,其交付量在2023年最后一个季度超过了特斯拉。然而,在2024年第一季度,比亚迪的销量大幅下滑,将领先地位拱手让给了特斯拉。</p><p style=\"text-align: start;\">2024年,中国手机制造商小米最近以其运动型电动汽车进入市场,其价格低于特斯拉 Model 3 在中国的价格,这进一步加剧了竞争格局。小米的进入被认为是对特斯拉在中国市场地位的另一个威胁。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6385efe143482087321a1faa90046388\" title=\"\" tg-width=\"640\" tg-height=\"295\"/></p><h3 id=\"id_3284035176\" style=\"text-align: start;\">特斯拉被曝正推迟Cybertruck交付</h3><p style=\"text-align: start;\">继马斯克周一向全体员工通报了将在全球裁员10%的计划后,该公司此前力推的“赛博皮卡”Cybertruck,如今也被曝出面临着交付问题。</p><p><strong>据媒体报道,一些Cybertruck的买家近期表示,特斯拉在最近几天推迟了向他们交付Cybertruck的时间,但没有说明原因。目前,还无法具体确定有多少买家受到了延期交付的波及。</strong></p><h3 id=\"id_511177282\">Robotaxi能让特斯拉“翻身”吗?</h3><p>马斯克于4月5日表示,该公司将于8月8日推出Robotaxi,这是2019年首次提及的下一代自动驾驶汽车。</p><p style=\"text-align: start;\">马斯克过去曾表示,特斯拉将制造一款没有控制装置供人类使用的汽车,并表示完全自动驾驶将达到出租车和无人驾驶场景的完全自主使用。</p><p style=\"text-align: start;\">不久前,马斯克否认了有关特斯拉放弃生产低价电动汽车(预计将被称为 Model 2)的长期计划的报道。</p><p style=\"text-align: start;\">分析师表示,“特斯拉目前正陷入‘两波增长’之间”,因为“投资者的耐心开始减弱”,而机器人出租车“不是近期的解决方案”。韦德布什表示,该公司“仍保持长期看涨,但对于马斯克和特斯拉来说,接下来的几个月至关重要,可以为华尔街提供 2025 年增长蓝图。”</p><h3 id=\"id_1505648863\" style=\"text-align: start;\">2023财年第四季度业绩回顾</h3><p style=\"text-align: start;\">2023年最后一个季度,特斯拉的整体收入仅同比增长3%,而其汽车销量几乎没有增长,同比增长1%。营业利润率为 8.2%,比 2022 年第四季度的 16% 几乎减半。得益于 59 亿美元的一次性非现金税收优惠,特斯拉的净利润增加了一倍多。但剔除该金额后,其每股收益同比下降约 39% 至 0.71 美元。首席执行官埃隆·马斯克 (Elon Musk) 也提供了疲软的指导,并表示 2024 年销量增长可能会明显下降。</p><p>尽管如此,特斯拉在2023年交付了创纪录的电动汽车数量,约为180万辆,比2022年增长38%。全年收入增长15%,达到824.2亿美元。值得注意的是,去年其储能部署大幅增长,与2022年相比增长了125%。但该行业仅占特斯拉整体收入的6%以上。</p><h3 id=\"id_277668058\">华尔街大行评级</h3><p>富国银行 (Wells Fargo) 分析师科林·兰根 (Colin Langan) <strong>给予“减持”评级,将其目标股价下调了5美元至每股120美元</strong>。 他将全年交付目标下调约 12%,而他之前的预测与2023年水平持平。他还指出,特斯拉庞大的库存(他估计约为 16 万辆)以及较低的租赁率将增加定价和利润风险。</p><p>花旗集团分析师 Itay Michaeli<strong>给予特斯拉股票“中性”评级</strong>,<strong>他将其目标股价下调了16美元至每股180美元</strong>。他指出,“鉴于特斯拉近期的需求逆风(我们认为与产品年龄、饱和度有关),我们仍然认为与我们的近期预测相比,下行空间大于上行空间。”</p><p style=\"text-align: start;\">韦德布什分析师丹·艾夫斯 (Dan Ives) 长期看好特斯拉,<strong>维持“跑赢大市”,他将其目标股价下调了16美元至300美元,</strong>,他称第一季度的交付量是一场“噩梦”。他表示,首席执行官埃隆·马斯克似乎更关注机器人出租车而不是价格更便宜的 Model 2 轿车,这可能会进一步考验投资者的耐心。</p><p>摩根士丹利亚当·乔纳斯(Adam Jonas)<strong>维持“增持”评级,目标价310美元</strong>。他将特斯拉2024年的盈利预测下调了25%,他称这家电动汽车巨头今年“可能”亏损。乔纳斯预计,由于分析师预计电动汽车的需求问题将持续存在,因此不包括监管信贷的汽车毛利率将降至 12.9%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186972860","content_text":"摘要:特斯拉最近宣布裁员万人,同时面临销量惨跌的挑战。这引发了人们对马斯克所面临的是一场崩溃还是转机的猜测。特斯拉将于美国东部时间4月23日(星期二)盘后发布2024年第一季度财报。据彭博分析师预计,特斯拉Q1营收预计为225.89亿美元,较上一季度和去年同期有所下降。调整后净利润为18.82亿美元,调整后的每股收益为0.54美元,较上一季度和去年同期有所下降。特斯拉在第一季度遭遇了严重抛售,其股价暴跌近 30%,原因是这家电动汽车制造商在中国竞争对手的激烈竞争和消费者需求下降的情况下遇到了增长瓶颈。 2023年下半年实施的降价明显压缩了其利润率,加上消费者需求疲软导致收入增长明显放缓。以下是特斯拉即将公布的 2024 财年第一季度财报前瞻,根据财报探讨其预期增长轨迹和潜在股价走势。特斯拉第一季度电动汽车交付量未达预期特斯拉公布的第一季度交付量不及预期,总计368,810辆,较去年同期下降8.5%,环比下降20%。产量也出现放缓,较上一季度下降12.5%,至433,371辆。特斯拉将这种减速归因于两个主要因素:3月初纵火导致德国工厂暂时关闭,以及胡塞民兵袭击导致发货中断。Wedbush Securities分析师表示,“对于特斯拉来说,第一季度的交付量是一个噩梦般的季度,因为2024年中国和全球电动汽车需求仍然非常疲软。”他们指出,“对于特斯拉首席执行官 (CEO ) 埃隆马斯克来说,这是引导特斯拉度过这场 5 类需求风暴的关键时期。”为了应对销量下滑带来的压力,特斯拉不得不采取裁员的措施。据报道,该公司此次将裁减超过10%的员工,这意味着将有1.4万人失去工作。这一裁员规模被媒体称为特斯拉的“史上之最”,无疑给整个行业带来了巨大的震动。图片来源:investopedia中国电动汽车竞争白热化特斯拉还面临着中国需求疲软的挑战,该公司在中国的销售额约占该电动汽车制造商总收入的 22%。此外,来自中国竞争对手的激烈竞争侵蚀了特斯拉的部分市场份额,尤其是比亚迪,其交付量在2023年最后一个季度超过了特斯拉。然而,在2024年第一季度,比亚迪的销量大幅下滑,将领先地位拱手让给了特斯拉。2024年,中国手机制造商小米最近以其运动型电动汽车进入市场,其价格低于特斯拉 Model 3 在中国的价格,这进一步加剧了竞争格局。小米的进入被认为是对特斯拉在中国市场地位的另一个威胁。特斯拉被曝正推迟Cybertruck交付继马斯克周一向全体员工通报了将在全球裁员10%的计划后,该公司此前力推的“赛博皮卡”Cybertruck,如今也被曝出面临着交付问题。据媒体报道,一些Cybertruck的买家近期表示,特斯拉在最近几天推迟了向他们交付Cybertruck的时间,但没有说明原因。目前,还无法具体确定有多少买家受到了延期交付的波及。Robotaxi能让特斯拉“翻身”吗?马斯克于4月5日表示,该公司将于8月8日推出Robotaxi,这是2019年首次提及的下一代自动驾驶汽车。马斯克过去曾表示,特斯拉将制造一款没有控制装置供人类使用的汽车,并表示完全自动驾驶将达到出租车和无人驾驶场景的完全自主使用。不久前,马斯克否认了有关特斯拉放弃生产低价电动汽车(预计将被称为 Model 2)的长期计划的报道。分析师表示,“特斯拉目前正陷入‘两波增长’之间”,因为“投资者的耐心开始减弱”,而机器人出租车“不是近期的解决方案”。韦德布什表示,该公司“仍保持长期看涨,但对于马斯克和特斯拉来说,接下来的几个月至关重要,可以为华尔街提供 2025 年增长蓝图。”2023财年第四季度业绩回顾2023年最后一个季度,特斯拉的整体收入仅同比增长3%,而其汽车销量几乎没有增长,同比增长1%。营业利润率为 8.2%,比 2022 年第四季度的 16% 几乎减半。得益于 59 亿美元的一次性非现金税收优惠,特斯拉的净利润增加了一倍多。但剔除该金额后,其每股收益同比下降约 39% 至 0.71 美元。首席执行官埃隆·马斯克 (Elon Musk) 也提供了疲软的指导,并表示 2024 年销量增长可能会明显下降。尽管如此,特斯拉在2023年交付了创纪录的电动汽车数量,约为180万辆,比2022年增长38%。全年收入增长15%,达到824.2亿美元。值得注意的是,去年其储能部署大幅增长,与2022年相比增长了125%。但该行业仅占特斯拉整体收入的6%以上。华尔街大行评级富国银行 (Wells Fargo) 分析师科林·兰根 (Colin Langan) 给予“减持”评级,将其目标股价下调了5美元至每股120美元。 他将全年交付目标下调约 12%,而他之前的预测与2023年水平持平。他还指出,特斯拉庞大的库存(他估计约为 16 万辆)以及较低的租赁率将增加定价和利润风险。花旗集团分析师 Itay Michaeli给予特斯拉股票“中性”评级,他将其目标股价下调了16美元至每股180美元。他指出,“鉴于特斯拉近期的需求逆风(我们认为与产品年龄、饱和度有关),我们仍然认为与我们的近期预测相比,下行空间大于上行空间。”韦德布什分析师丹·艾夫斯 (Dan Ives) 长期看好特斯拉,维持“跑赢大市”,他将其目标股价下调了16美元至300美元,,他称第一季度的交付量是一场“噩梦”。他表示,首席执行官埃隆·马斯克似乎更关注机器人出租车而不是价格更便宜的 Model 2 轿车,这可能会进一步考验投资者的耐心。摩根士丹利亚当·乔纳斯(Adam Jonas)维持“增持”评级,目标价310美元。他将特斯拉2024年的盈利预测下调了25%,他称这家电动汽车巨头今年“可能”亏损。乔纳斯预计,由于分析师预计电动汽车的需求问题将持续存在,因此不包括监管信贷的汽车毛利率将降至 12.9%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280694694641784,"gmtCreate":1709558035946,"gmtModify":1709558037367,"author":{"id":"3473160687651039","authorId":"3473160687651039","name":"Athos_","avatar":"https://static.tigerbbs.com/ef8aa573c79cdc038862e2e92e4e4983","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3473160687651039","authorIdStr":"3473160687651039"},"themes":[],"htmlText":"<a 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