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ffxiangyu
2020-02-04
疯了?
特斯拉涨20%,市值接近1700亿美元
ffxiangyu
2019-10-01
$蔚来(NIO)$
许老板,快来收购啊,够便宜了
ffxiangyu
2019-04-19
$Uxin(UXIN)$这种情况做空明显风险很大,本来就是向上的走势,如果企业自己再做庄拉一下,,很容易大涨
ffxiangyu
2019-04-17
$NIO Inc.(NIO)$ 5.09的本,电动车是未来,纯电车现在都亏钱,蔚来保持住纯电车第一品牌就值这个价
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22:53","market":"us","language":"zh","title":"特斯拉涨20%,市值接近1700亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153183317","media":"老虎资讯综合","summary":"相关阅读:方正证券:特斯拉拐点已至,半导体重新定义汽车安信证券:划时代新物种,特斯拉越来越像苹果了2月4日盘初,特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。自去","content":"<p><b>相关阅读:</b><a href=\"https://laohu8.com/NW/1102247383\" target=\"_blank\"><b>方正证券:特斯拉拐点已至,半导体重新定义汽车</b></a></p><p><a href=\"https://laohu8.com/NW/1122171311\" target=\"_blank\"><b>安信证券:划时代新物种,特斯拉越来越像苹果了</b></a></p><p>2月4日盘初,<span>特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/77fb8b5b402d4186a26fe628d4544666\" /></p><p><span>自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。</span></p><p><span>特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。</span></p><p><span>同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。</span></p><p><span>投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,</span><b><span>特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,</span></b><span>而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。</span></p><p>安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉<span>2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。</span></p><p>方正证券表示,<span>特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。</span></p>","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>特斯拉涨20%,市值接近1700亿美元</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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特斯拉涨20%,市值接近1700亿美元\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\">2020-02-04 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>相关阅读:</b><a href=\"https://laohu8.com/NW/1102247383\" target=\"_blank\"><b>方正证券:特斯拉拐点已至,半导体重新定义汽车</b></a></p><p><a href=\"https://laohu8.com/NW/1122171311\" target=\"_blank\"><b>安信证券:划时代新物种,特斯拉越来越像苹果了</b></a></p><p>2月4日盘初,<span>特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/77fb8b5b402d4186a26fe628d4544666\" /></p><p><span>自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。</span></p><p><span>特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。</span></p><p><span>同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。</span></p><p><span>投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,</span><b><span>特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,</span></b><span>而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。</span></p><p>安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉<span>2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。</span></p><p>方正证券表示,<span>特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153183317","content_text":"相关阅读:方正证券:特斯拉拐点已至,半导体重新定义汽车安信证券:划时代新物种,特斯拉越来越像苹果了2月4日盘初,特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。方正证券表示,特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933224916,"gmtCreate":1569937537035,"gmtModify":1704720146324,"author":{"id":"3492812565535265","authorId":"3492812565535265","name":"ffxiangyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492812565535265","idStr":"3492812565535265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 许老板,快来收购啊,够便宜了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 许老板,快来收购啊,够便宜了","text":"$蔚来(NIO)$ 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5.09的本,电动车是未来,纯电车现在都亏钱,蔚来保持住纯电车第一品牌就值这个价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/900987554","isVote":1,"tweetType":1,"viewCount":1614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933224916,"gmtCreate":1569937537035,"gmtModify":1704720146324,"author":{"id":"3492812565535265","authorId":"3492812565535265","name":"ffxiangyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492812565535265","authorIdStr":"3492812565535265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 许老板,快来收购啊,够便宜了","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 许老板,快来收购啊,够便宜了","text":"$蔚来(NIO)$ 许老板,快来收购啊,够便宜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/933224916","isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":900530945,"gmtCreate":1555606930587,"gmtModify":1704799366653,"author":{"id":"3492812565535265","authorId":"3492812565535265","name":"ffxiangyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492812565535265","authorIdStr":"3492812565535265"},"themes":[],"htmlText":"$Uxin(UXIN)$这种情况做空明显风险很大,本来就是向上的走势,如果企业自己再做庄拉一下,,很容易大涨","listText":"$Uxin(UXIN)$这种情况做空明显风险很大,本来就是向上的走势,如果企业自己再做庄拉一下,,很容易大涨","text":"$Uxin(UXIN)$这种情况做空明显风险很大,本来就是向上的走势,如果企业自己再做庄拉一下,,很容易大涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/900530945","isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915239944,"gmtCreate":1580829392788,"gmtModify":1704342523860,"author":{"id":"3492812565535265","authorId":"3492812565535265","name":"ffxiangyu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492812565535265","authorIdStr":"3492812565535265"},"themes":[],"htmlText":"疯了?","listText":"疯了?","text":"疯了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915239944","repostId":"1153183317","repostType":4,"repost":{"id":"1153183317","kind":"news","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":1580828018,"share":"https://www.laohu8.com/m/news/1153183317?lang=&edition=full","pubTime":"2020-02-04 22:53","market":"us","language":"zh","title":"特斯拉涨20%,市值接近1700亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1153183317","media":"老虎资讯综合","summary":"相关阅读:方正证券:特斯拉拐点已至,半导体重新定义汽车安信证券:划时代新物种,特斯拉越来越像苹果了2月4日盘初,特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。自去","content":"<p><b>相关阅读:</b><a href=\"https://laohu8.com/NW/1102247383\" target=\"_blank\"><b>方正证券:特斯拉拐点已至,半导体重新定义汽车</b></a></p><p><a href=\"https://laohu8.com/NW/1122171311\" target=\"_blank\"><b>安信证券:划时代新物种,特斯拉越来越像苹果了</b></a></p><p>2月4日盘初,<span>特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/77fb8b5b402d4186a26fe628d4544666\" /></p><p><span>自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。</span></p><p><span>特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。</span></p><p><span>同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。</span></p><p><span>投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,</span><b><span>特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,</span></b><span>而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。</span></p><p>安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉<span>2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。</span></p><p>方正证券表示,<span>特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。</span></p>","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>特斯拉涨20%,市值接近1700亿美元</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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特斯拉涨20%,市值接近1700亿美元\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\">2020-02-04 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>相关阅读:</b><a href=\"https://laohu8.com/NW/1102247383\" target=\"_blank\"><b>方正证券:特斯拉拐点已至,半导体重新定义汽车</b></a></p><p><a href=\"https://laohu8.com/NW/1122171311\" target=\"_blank\"><b>安信证券:划时代新物种,特斯拉越来越像苹果了</b></a></p><p>2月4日盘初,<span>特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。</span></p><p><img src=\"https://static.tigerbbs.com/77fb8b5b402d4186a26fe628d4544666\" /></p><p><span>自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。</span></p><p><span>特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。</span></p><p><span>同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。</span></p><p><span>投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,</span><b><span>特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,</span></b><span>而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。</span></p><p>安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉<span>2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。</span></p><p>方正证券表示,<span>特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf056c93b86b4b78405c574b04f01c45","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153183317","content_text":"相关阅读:方正证券:特斯拉拐点已至,半导体重新定义汽车安信证券:划时代新物种,特斯拉越来越像苹果了2月4日盘初,特斯拉股价持续拉涨至20%,截至发稿,股价报936.79美元,市值达1689亿美元。自去年第三季度实现盈利以来,特斯拉股价一直表现强劲。进入2020年以来,该公司股价一直位于420美元以上,超过了马斯克2018年8月份提出的每股420美元的私有化价格。特斯拉股价上涨的部分原因是,该公司在中国的制造业务增长速度快于预期。去年10月,该公司宣布,其位于上海的“3号超级工厂”(Gigafactory 3)已开始生产Model 3。此外,该公司还公布了超出华尔街预期的利润。同时,特斯拉还透露,Model Y生产进度提前,产能爬坡开始于2020年1月。投资公司ARK Invest发布了他们特斯拉估值模型的更新报告,称模型现在显示,特斯拉的股价在2024年时将涨至7000美元——而且这还是一个中立预期。在看涨预期下,特斯拉股价甚至还能再高一倍,达到1.5万美元,而即便是看空预期,特斯拉的目标股价也有1500美元,大约相当于目前价位的2.5倍。安信证券认为,特斯拉是像苹果一样划时代的新物种,特斯拉2019年Q4财报透露的重要信息——商业模式正在向苹果看齐,软件服务的持续收费将成为其未来最重要的商业模式。既有珠玉在前,我们对于特斯拉的软件以及应用服务生态发展前景也充满信心。需要强调的是,特斯拉绝不止是把智能手机生态复制到了汽车产业,更值得期待的是自动驾驶成熟后带来的商业模式颠覆。我们认为,特斯拉不止是一家汽车厂商,也不止是一家软件厂商,未来更将是自动驾驶出行服务平台。方正证券表示,特斯拉是高速行驶的“智能手机”,是插电行走的“服务器”。特斯拉不仅仅是新能源汽车的革命,更是汽车含硅量跃迁性的提升,单车用的半导体成本是手机的几十倍以上。从功率半导体,CIS,存储器到半导体设备材料,整个产业链都会受益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}