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你好马斯克

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你好马斯克

2022-03-09

好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭] 。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]

抱歉，原内容已删除

你好马斯克

2022-01-29

现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙] 利空。

特斯拉没有新车型意味着什么？整个汽车业没有先例

你好马斯克

2022-01-29

打压估价，悄悄的吸筹，老套路

抱歉，原内容已删除

你好马斯克

2022-01-28

请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？

抱歉，原内容已删除

你好马斯克

2022-01-18

这样下去不太看好木头姐了，把赚钱的卖掉补窟窿，如果大盘再下跌，ARK还要难看，感觉有点恶性循环[流泪]

抱歉，原内容已删除

你好马斯克

2022-01-15

其他亏太多了，只能用特斯拉来补窟窿了

抱歉，原内容已删除

你好马斯克

2020-12-17

$瑞幸咖啡(LKNCY)$ 股价至少一杯咖啡钱[财迷]

你好马斯克

2020-11-14

$蔚来(NIO)$看好他就坚定持有，不要用国内那种今天买明天卖的思维去操作美股，看好标的长期投资，这样才有未来，心态很重要，不要用赌博的心态去看待，现在很多是吃不到葡萄说葡萄酸，你的离开就是别人的进入，没点风风雨雨人家怎么能入场呢[开心] [开心] [开心] ，你看看苹果，特斯拉，谷歌，亚马逊的走势图，放个1-2年你就会无所谓这种波动了。当然持有赌徒心态的人另说。

你好马斯克

2020-11-11

$瑞幸咖啡(LKNCY)$没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。

你好马斯克

2020-11-09

$瑞幸咖啡(LKNCY)$我最近很关注瑞幸，凡事买饮料统统瑞幸，自己去买的时候还会和他们店员聊天，日常平均300杯，双休500以上。看来真的不错。外卖的单子基本不停。估计盈利是真的

你好马斯克

2020-07-10

$蔚来(NIO)$ 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源

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[强] [强]&nbsp;","listText":"好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭]&nbsp;。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]&nbsp;","text":"好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭] 。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635330591","repostId":"2218281372","repostType":2,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639763850,"gmtCreate":1643459067924,"gmtModify":1643459067924,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","listText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","text":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙] 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href=\"https://laohu8.com/S/AAPL\">苹果</a>股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。</p><p>当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高<b>。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。</b></p><p>虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。<img src=\"https://static.tigerbbs.com/014113085a6008475f4ec8121c5ea2b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>今年没有新车型？</b></p><p>在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，<b>今年不会推出新车型，将全力以赴解决交付问题，</b>并预计2022年车辆交付年均增幅将轻松突破50%。</p><p>马斯克在财报电话会上称：</p><blockquote>由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）<b>特斯拉今年不会推出新车型，这没有任何意义。</b></blockquote><blockquote><b>特斯拉今年的重点工作是扩大产量。</b>我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，<b>但现在来说，特斯拉的产品线已经足够丰富了。</b></blockquote><p>换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。</p><p>马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。</p><p><b>这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。</b></p><p>但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？</p><p><b>销量还能保持吗？</b></p><p>如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。</p><p>以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。</p><p>在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：</p><blockquote><b>一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。</b></blockquote><blockquote>如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？</blockquote><p>马斯克驳斥了这种担忧，<b>称该分析师对自动驾驶技术的认知不充分。</b></p><p>马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。</p><p>但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。</p><p>巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。</p><p><b>有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。</b></p><p>《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：</p><blockquote>特斯拉等待的每一天，都会有一辆新车出现。</blockquote><p>值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>可能会“乐开了花”。</p><p>据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。</p><p>福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>称，通用汽车的目标是到2025年在全球推出30款新电动汽车。</p><p><b>供应短缺有什么影响？</b></p><p>特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。</p><p>风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，<b>当未来存在未知数时，会让投资者有点害怕。</b></p><p>分析师认为，<b>特斯拉产能是否如期翻倍是短期内影响股价的关键因素。</b>一直看涨特斯拉的Wedbush分析师丹·艾维斯称：</p><blockquote>产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。</blockquote></body></html>","source":"wallstreetcn_api","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>特斯拉没有新车型意味着什么？整个汽车业没有先例</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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特斯拉没有新车型意味着什么？整个汽车业没有先例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651004><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651004\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3651004","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207680639","content_text":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。今年没有新车型？在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，今年不会推出新车型，将全力以赴解决交付问题，并预计2022年车辆交付年均增幅将轻松突破50%。马斯克在财报电话会上称：由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）特斯拉今年不会推出新车型，这没有任何意义。特斯拉今年的重点工作是扩大产量。我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，但现在来说，特斯拉的产品线已经足够丰富了。换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？销量还能保持吗？如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？马斯克驳斥了这种担忧，称该分析师对自动驾驶技术的认知不充分。马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：特斯拉等待的每一天，都会有一辆新车出现。值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和通用汽车可能会“乐开了花”。据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。美国银行称，通用汽车的目标是到2025年在全球推出30款新电动汽车。供应短缺有什么影响？特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，当未来存在未知数时，会让投资者有点害怕。分析师认为，特斯拉产能是否如期翻倍是短期内影响股价的关键因素。一直看涨特斯拉的Wedbush分析师丹·艾维斯称：产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639702386,"gmtCreate":1643423326485,"gmtModify":1643423326485,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"打压估价，悄悄的吸筹，老套路","listText":"打压估价，悄悄的吸筹，老套路","text":"打压估价，悄悄的吸筹，老套路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639702386","repostId":"2207808907","repostType":2,"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639518541,"gmtCreate":1643344497177,"gmtModify":1643344497177,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","listText":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","text":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639518541","repostId":"1113499377","repostType":2,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697296777,"gmtCreate":1642479262368,"gmtModify":1642479262368,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"这样下去不太看好木头姐了，把赚钱的卖掉补窟窿，如果大盘再下跌，ARK还要难看，感觉有点恶性循环[流泪]&nbsp;","listText":"这样下去不太看好木头姐了，把赚钱的卖掉补窟窿，如果大盘再下跌，ARK还要难看，感觉有点恶性循环[流泪]&nbsp;","text":"这样下去不太看好木头姐了，把赚钱的卖掉补窟窿，如果大盘再下跌，ARK还要难看，感觉有点恶性循环[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/697296777","repostId":"1112656196","repostType":2,"isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697983090,"gmtCreate":1642212132953,"gmtModify":1642212132953,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"其他亏太多了，只能用特斯拉来补窟窿了","listText":"其他亏太多了，只能用特斯拉来补窟窿了","text":"其他亏太多了，只能用特斯拉来补窟窿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697983090","repostId":"1125619574","repostType":2,"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397121333,"gmtCreate":1608211525022,"gmtModify":1703851790136,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。","text":"$瑞幸咖啡(LKNCY)$没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/304059945","isVote":1,"tweetType":1,"viewCount":5993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523212158901900","authorId":"3523212158901900","name":"WLleon","avatar":"https://static.tigerbbs.com/464071466c3c7dde64d9ff09cab30d15","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3523212158901900","idStr":"3523212158901900"},"content":"粉单以后能转正股吗？","text":"粉单以后能转正股吗？","html":"粉单以后能转正股吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305944244,"gmtCreate":1604893667188,"gmtModify":1703834984858,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3500065751551192","idStr":"3500065751551192"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","text":"$蔚来(NIO)$ 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/943387169","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":305944244,"gmtCreate":1604893667188,"gmtModify":1703834984858,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>我最近很关注瑞幸，凡事买饮料统统瑞幸，自己去买的时候还会和他们店员聊天，日常平均300杯，双休500以上。看来真的不错。外卖的单子基本不停。估计盈利是真的","listText":"<a 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11:37","market":"us","language":"en","title":"Cathie Wood Continues Profit-Booking In Tesla, Selling Another $28M On Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1112656196","media":"Benzinga","summary":"Cathie Wood’s Ark Investment Management on Friday sold more shares in Tesla Inc, continuing the mont","content":"<html><head></head><body><p>Cathie Wood’s Ark Investment Management on Friday sold more shares in <a href=\"https://laohu8.com/S/TSLA\">Tesla Inc</a>, continuing the months-long profit booking spree in the electric vehicle company.</p><p>The popular money managing firm sold 26,599 shares — estimated to be worth $27.9 million — in the Austin, Texas-headquartered Tesla.</p><p>Tesla shares closed 1.75% higher at $1,049.6 per share on Friday. The stock is up about 24.3% in the past year.</p><p>Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology &amp; Robotics ETF and the Ark Next Generation Internet ETF.</p><p>The three ETFs held about 1.48 million shares worth $1.53 billion in Tesla, prior to Friday’s trade.</p><p>Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume.</p><p>Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the $1 trillion market cap.</p><p>The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker <a href=\"https://laohu8.com/S/XPEV\">Xpeng Inc</a>.</p><p>Ark also sold 48,925 shares — estimated to be worth $1.85 million — in <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a> on Friday. Shares of the company last closed 0.89% lower at $38.04 a share.</p></body></html>","source":"lsy1606299360108","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>Cathie Wood Continues Profit-Booking In Tesla, Selling Another $28M On Friday</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\nCathie Wood Continues Profit-Booking In Tesla, Selling Another $28M On Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 11:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/22/01/25075375/cathie-wood-continues-profit-booking-in-tesla-selling-another-28m-on-friday><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’s Ark Investment Management on Friday sold more shares in Tesla Inc, continuing the months-long profit booking spree in the electric vehicle company.The popular money managing firm sold 26...</p>\n\n<a href=\"https://www.benzinga.com/news/22/01/25075375/cathie-wood-continues-profit-booking-in-tesla-selling-another-28m-on-friday\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ARKW":"ARK Next Generation Internation ETF","ARKK":"ARK Innovation ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/news/22/01/25075375/cathie-wood-continues-profit-booking-in-tesla-selling-another-28m-on-friday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112656196","content_text":"Cathie Wood’s Ark Investment Management on Friday sold more shares in Tesla Inc, continuing the months-long profit booking spree in the electric vehicle company.The popular money managing firm sold 26,599 shares — estimated to be worth $27.9 million — in the Austin, Texas-headquartered Tesla.Tesla shares closed 1.75% higher at $1,049.6 per share on Friday. The stock is up about 24.3% in the past year.Ark Invest owns shares in Tesla via three of its exchange-traded funds — the Ark Innovation ETF, the Ark Autonomous Technology & Robotics ETF and the Ark Next Generation Internet ETF.The three ETFs held about 1.48 million shares worth $1.53 billion in Tesla, prior to Friday’s trade.Tesla ended 2021 on a high as it posted its biggest quarterly and full-year delivery volume.Wood, who founded Ark Invest, is a Tesla bull and has set a $3,000 price target for the electric vehicle stock for 2025. The investment firm has been selling shares in Tesla since September after shares moved higher to breach the $1 trillion market cap.The St. Petersburg, Florida-based Ark has also been recently loading up shares in the U.S.-listed Chinese electric vehicle maker Xpeng Inc.Ark also sold 48,925 shares — estimated to be worth $1.85 million — in Snap Inc on Friday. Shares of the company last closed 0.89% lower at $38.04 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307902764,"gmtCreate":1605359793058,"gmtModify":1703837598652,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看好他就坚定持有，不要用国内那种今天买明天卖的思维去操作美股，看好标的长期投资，这样才有未来，心态很重要，不要用赌博的心态去看待，现在很多是吃不到葡萄说葡萄酸，你的离开就是别人的进入，没点风风雨雨人家怎么能入场呢[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;，你看看苹果，特斯拉，谷歌，亚马逊的走势图，放个1-2年你就会无所谓这种波动了。当然持有赌徒心态的人另说。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>看好他就坚定持有，不要用国内那种今天买明天卖的思维去操作美股，看好标的长期投资，这样才有未来，心态很重要，不要用赌博的心态去看待，现在很多是吃不到葡萄说葡萄酸，你的离开就是别人的进入，没点风风雨雨人家怎么能入场呢[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;，你看看苹果，特斯拉，谷歌，亚马逊的走势图，放个1-2年你就会无所谓这种波动了。当然持有赌徒心态的人另说。","text":"$蔚来(NIO)$看好他就坚定持有，不要用国内那种今天买明天卖的思维去操作美股，看好标的长期投资，这样才有未来，心态很重要，不要用赌博的心态去看待，现在很多是吃不到葡萄说葡萄酸，你的离开就是别人的进入，没点风风雨雨人家怎么能入场呢[开心] [开心] [开心] ，你看看苹果，特斯拉，谷歌，亚马逊的走势图，放个1-2年你就会无所谓这种波动了。当然持有赌徒心态的人另说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307902764","isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304059945,"gmtCreate":1605094978187,"gmtModify":1703836198752,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。","text":"$瑞幸咖啡(LKNCY)$没有那么多时间去盯着，数到底卖了多少，毕竟不是专业的，时间也不允许，但是早上点一杯咖啡外卖的，到下午三点左右再点一杯，你会发现早上单号是50左右，到下午就是400多，这样也能侧面能证明销售量吧，当然这个只是一种参考。毕竟谁都知道这种饮料行业是暴利。15元一杯估计利润也超过10元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/304059945","isVote":1,"tweetType":1,"viewCount":5993,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3523212158901900","authorId":"3523212158901900","name":"WLleon","avatar":"https://static.tigerbbs.com/464071466c3c7dde64d9ff09cab30d15","crmLevel":6,"crmLevelSwitch":0,"idStr":"3523212158901900","authorIdStr":"3523212158901900"},"content":"粉单以后能转正股吗？","text":"粉单以后能转正股吗？","html":"粉单以后能转正股吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639763850,"gmtCreate":1643459067924,"gmtModify":1643459067924,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","listText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","text":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙] 利空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639763850","repostId":"2207680639","repostType":4,"repost":{"id":"2207680639","kind":"highlight","pubTimestamp":1643437819,"share":"https://www.laohu8.com/m/news/2207680639?lang=&edition=full","pubTime":"2022-01-29 14:30","market":"us","language":"zh","title":"特斯拉没有新车型意味着什么？整个汽车业没有先例","url":"https://stock-news.laohu8.com/highlight/detail?id=2207680639","media":"华尔街见闻","summary":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略","content":"<html><head></head><body><blockquote><b>摘要：</b><b>芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。</b></blockquote><p>自从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。</p><p>当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高<b>。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。</b></p><p>虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。<img src=\"https://static.tigerbbs.com/014113085a6008475f4ec8121c5ea2b2\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>今年没有新车型？</b></p><p>在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，<b>今年不会推出新车型，将全力以赴解决交付问题，</b>并预计2022年车辆交付年均增幅将轻松突破50%。</p><p>马斯克在财报电话会上称：</p><blockquote>由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）<b>特斯拉今年不会推出新车型，这没有任何意义。</b></blockquote><blockquote><b>特斯拉今年的重点工作是扩大产量。</b>我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，<b>但现在来说，特斯拉的产品线已经足够丰富了。</b></blockquote><p>换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。</p><p>马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。</p><p><b>这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。</b></p><p>但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？</p><p><b>销量还能保持吗？</b></p><p>如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。</p><p>以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。</p><p>在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：</p><blockquote><b>一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。</b></blockquote><blockquote>如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？</blockquote><p>马斯克驳斥了这种担忧，<b>称该分析师对自动驾驶技术的认知不充分。</b></p><p>马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。</p><p>但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。</p><p>巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。</p><p><b>有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。</b></p><p>《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：</p><blockquote>特斯拉等待的每一天，都会有一辆新车出现。</blockquote><p>值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>可能会“乐开了花”。</p><p>据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。</p><p>福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。</p><p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>称，通用汽车的目标是到2025年在全球推出30款新电动汽车。</p><p><b>供应短缺有什么影响？</b></p><p>特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。</p><p>风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，<b>当未来存在未知数时，会让投资者有点害怕。</b></p><p>分析师认为，<b>特斯拉产能是否如期翻倍是短期内影响股价的关键因素。</b>一直看涨特斯拉的Wedbush分析师丹·艾维斯称：</p><blockquote>产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。</blockquote></body></html>","source":"wallstreetcn_api","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>特斯拉没有新车型意味着什么？整个汽车业没有先例</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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特斯拉没有新车型意味着什么？整个汽车业没有先例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651004><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651004\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3651004","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207680639","content_text":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。今年没有新车型？在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，今年不会推出新车型，将全力以赴解决交付问题，并预计2022年车辆交付年均增幅将轻松突破50%。马斯克在财报电话会上称：由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）特斯拉今年不会推出新车型，这没有任何意义。特斯拉今年的重点工作是扩大产量。我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，但现在来说，特斯拉的产品线已经足够丰富了。换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？销量还能保持吗？如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？马斯克驳斥了这种担忧，称该分析师对自动驾驶技术的认知不充分。马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：特斯拉等待的每一天，都会有一辆新车出现。值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和通用汽车可能会“乐开了花”。据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。美国银行称，通用汽车的目标是到2025年在全球推出30款新电动汽车。供应短缺有什么影响？特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，当未来存在未知数时，会让投资者有点害怕。分析师认为，特斯拉产能是否如期翻倍是短期内影响股价的关键因素。一直看涨特斯拉的Wedbush分析师丹·艾维斯称：产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943387169,"gmtCreate":1594389706651,"gmtModify":1704205540738,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","text":"$蔚来(NIO)$ 国家会大力推动新能源汽车的发展，第一弯道超车，第二减少石化能源需求（毕竟石油需要进口），所以看好新能源","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/943387169","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635330591,"gmtCreate":1646828465022,"gmtModify":1646828465022,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭]&nbsp;。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]&nbsp;","listText":"好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭]&nbsp;。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]&nbsp;","text":"好像这个手法似曾相识，之前郑交所煤炭好像也是这样，玩不过你我就修改规则[笑哭] 。听说伦敦金属交易所是港交所下属企业？[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635330591","repostId":"2218281372","repostType":2,"repost":{"id":"2218281372","kind":"news","pubTimestamp":1646824611,"share":"https://www.laohu8.com/m/news/2218281372?lang=&edition=full","pubTime":"2022-03-09 19:16","market":"hk","language":"zh","title":"霸气反转！青山集团：已调配到充足的镍板现货进行交割","url":"https://stock-news.laohu8.com/highlight/detail?id=2218281372","media":"证券日报网","summary":"市场传闻青山集团被外资逼空，后者有镍冶炼及深加工业务。","content":"<div>\n<p>记者 肖伟由于镍期货价格短期涨幅巨大，北京时间3月8日，伦敦金属交易所发布公告，决定对镍期货暂停交易，自北京时间3月8日早上8点之后交易无效，并表示将对现有交易机制“打补丁”。对于镍期货短期极端行情，市场传闻青山集团被外资逼空，后者有镍冶炼及深加工业务。业内人士表示，交易者利用持仓优势及信息优势进行恶意逼空属于非法交易，交易所理应宣布此类交易无效并谴责恶意逼空者的行为。若放任逼空行为不加以制止，...</p>\n\n<a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n霸气反转！青山集团：已调配到充足的镍板现货进行交割\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-09 19:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zqrb.cn/gscy/gongsi/2022-03-09/A1646822187700.html><strong>证券日报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 肖伟由于镍期货价格短期涨幅巨大，北京时间3月8日，伦敦金属交易所发布公告，决定对镍期货暂停交易，自北京时间3月8日早上8点之后交易无效，并表示将对现有交易机制“打补丁”。对于镍期货短期极端行情，市场传闻青山集团被外资逼空，后者有镍冶炼及深加工业务。业内人士表示，交易者利用持仓优势及信息优势进行恶意逼空属于非法交易，交易所理应宣布此类交易无效并谴责恶意逼空者的行为。若放任逼空行为不加以制止，...</p>\n\n<a href=\"http://www.zqrb.cn/gscy/gongsi/2022-03-09/A1646822187700.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5cedbc3bc63e0136a734b85634eb359e","relate_stocks":{"JJN":"镍ETN-iPath"},"source_url":"http://www.zqrb.cn/gscy/gongsi/2022-03-09/A1646822187700.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2218281372","content_text":"记者 肖伟由于镍期货价格短期涨幅巨大，北京时间3月8日，伦敦金属交易所发布公告，决定对镍期货暂停交易，自北京时间3月8日早上8点之后交易无效，并表示将对现有交易机制“打补丁”。对于镍期货短期极端行情，市场传闻青山集团被外资逼空，后者有镍冶炼及深加工业务。业内人士表示，交易者利用持仓优势及信息优势进行恶意逼空属于非法交易，交易所理应宣布此类交易无效并谴责恶意逼空者的行为。若放任逼空行为不加以制止，不仅构成恶意操纵期货市场价格行为，更直接影响伦敦金属交易所“百年交易所”的口碑信誉，还将扰乱国际金融秩序，为当前全球经济复苏及全球供应链稳定带来更多不确定性。伦镍暴涨传闻四起各方表态谴责逼空北京时间3月7日至3月8日，伦敦金属交易所综合镍03合约从29246美元上涨至101365美元，最高涨幅高达247%。市场传闻称，国内不锈钢龙头企业青山集团被外资逼空，潜在空头头寸损失可能高达60亿美元至120亿美元，恶意逼空的外资以印尼某镍矿60%股份为代价提出要挟。对此，青山集团回应称，“外资的确有些动作，正在积极协调，当前仓位和经营都没有问题。”值得一提的是，市场传闻牵涉其他各方均出面说明情况。其中，建信期货表示，“建信期货暂不具备为客户提供境外期货交易的资格，目前并未开设伦敦金属交易所交易席位。”就此回应了此前客户单位在伦敦金属交易所套期保值仓位穿仓的不实传闻。中国中冶亦表示，“中国中冶作为央企上市公司，严格遵守国资委关于审慎开展金融衍生业务的监管要求，目前无任何镍期货业务。当前，国际镍金属期货价格因受到地缘政治、低库存和金融交易因素影响，大幅、快速上涨已脱离了基本面；公司作为国际上重要的湿法镍生产和技术输出企业，价格高自然对公司有利，但短期也要关注下游市场的承接能力，中长期亦要考虑整个新能源产业链的健康发展。”3月9日午间，格林美发布公告称，没有参与镍期货交易以及经营不受镍期货事件影响。格林美进一步说明相关情况，格林美从不参与镍期货操作，当前镍期货持仓量为零，本次镍期货事件与格林美没有关系，公司各项生产经营与经营业绩均不受本次镍期货事件的影响；格林美含镍产品以月均价为计价准则实施买卖，短期镍暴跌暴涨不影响格林美买卖计价体系，对格林美经营不产生实质性影响；格林美印尼镍资源项目的建设运行不受本次镍期货事件影响。与青山集团合作开发印尼镍矿资源的华友钴业继3月8日股价跌停后，3月9日开盘即触及跌停，尽管盘中短暂打开跌停板，但最终难抵抛压以跌停价报收。3月8日，华友钴业回复投资者称，认定本次镍价暴涨是明显逼空行为，是外资抓住漏洞恶意做多。同日晚间，华友钴业在机构来电问询时出言安抚市场惊慌情绪，表示此次事件不会影响到华友钴业在印尼镍矿资源合作项目的建设，华友钴业从事新能源金属事业的决心“如同钢铁般坚定”。在此期间，伦敦金属交易所连续发布公告称，发现镍期货存在异常交易情况。为此，伦敦金属交易所预计暂停镍期货交易至不早于北京时间3月11日，宣布自北京时间3月8日早上8点之后交易无效。伦敦金属交易所还表示将对现有交易机制“打上多个补丁”，包括为镍期货设置10%的单日涨跌幅限制，剔除超过限价区域的报价，缩短交易时间至伦敦时间每日早9点开始，为大额持仓客户撮合成交价格等。时隔一日，伦敦金属交易所的攻守双方又发生了明显变化。3月9日，青山集团用旗下高冰镍置换国内金属镍板，已通过多种渠道调配到充足现货进行交割。分析机构普遍认为伦敦方面的镍期货市场多空力量逆转，前述恶意做空的外资可能面临“搬起石头砸了自己的脚”的尴尬局面。一位金属期货行业研究员向记者表示，“若按伦敦金属交易所3月8日暂停交易时最新报价80000美元/手(每手6吨)计算，假设该公司在印尼生产的金属镍成本为10000美元/吨。如果该公司能如期正常对外资多头全数交割20万吨金属镍现货，则每手可获得20000美元的毛利润，对应20万吨为6.67亿美元的毛利润。当前镍期货价格明显高出基本面需求，若是前期恶意逼空的外资敢于接下现货，可能会面临‘吃不了兜着走’的局面。随着我国海外镍矿项目逐步释放产能，镍中期供给将从紧平衡转向轻微过剩，目前瑞士银行等机构已经看淡明年交割的镍现货价格。这意味着，外资接下的镍现货将需要很长一段时间来消化。若是外资不能接下现货刻意违约，将会损失多头合约保证金，可能还会面临伦敦金属交易所的警告乃至处罚。当前，前期恶意逼空的外资已经面临‘骑虎难下’的局面。”恶意逼空实属非法参与者切莫以身犯险对上述恶意逼空手法，太平洋证券进行推演分析认为，伦敦金属交易所补救措施及时，并预计青山集团最终能完成资金筹措和调配镍交割品以妥善应对当下挑战。上述证券从业人士分析外资恶意逼空的详细手法：“青山集团2022年产镍预计为85万吨，占全球总量270万吨的30%，2021年收入规模将近3000亿元。从套期保值角度而言，该公司的20万吨镍期货空头合约并无投机成分。但是外资首先利用伦敦交易所的镍交仓品种和该公司的实际含镍产品存在一定错配，又利用地缘扰动事件催化短期涨价预期，再利用短期资金优势进行逼空，特别利用了综合镍03合约久期较短的特点，对该公司套期保值的空头头寸构成了不利影响。”他进一步解释其中错配成因：“镍期货的错配在于镍自身存在的二元供应结构。从全球产量上看，硫化镍占比30%，红土镍矿占比70%。伦敦金属交易所交易的镍是硫化镍矿体系，交割产品是纯镍板，而印尼红土镍矿是镍、铁、钴等的混合物，主要以镍铁形式存在。由于红土镍矿及产品没有成熟的期货市场可供套保，只能通过伦敦金属交易所的镍期货套保，一般比例在20%至30%。因此，出现了不能用红土镍矿产品在伦敦金属交易所交仓的错配，为外资逼空留下了可趁之机。此外，地缘扰动带来制裁事件，海外某产镍大国被剔除美元交易结算系统，且限制其对外出口通道，客观上加剧了可交割现货的紧张性，也为恶意逼空的外资创造了条件。”财信期货认为：“伦敦金属交易所的纠偏规范做法正确，不然日后其他小金属容易效仿，容易影响伦敦金属交易所‘百年交易所’口碑和信誉，最终导致金融市场混乱。预计各企业会自行检查海外套保头寸，甚至出现平仓潮。”3月8日，上海期货交易所发布通知，喊话市场参与方做好市场风险控制工作。上海期货交易所指出，“近期国际形势复杂多变，境外期货市场镍价格出现剧烈波动，上期所将视市场情况依规采取进一步措施，请会员单位和投资者做好风险防范工作，理性投资，共同维护市场平稳运行。”截至北京时间3月9日下午3点收盘时，上海期货交易所的沪镍主力合约再度一字涨停，报收于267700元/吨，涨幅为17%，上涨38890元/吨。财信期货也关注到当下国内沪镍期货的屡屡涨停，担忧国内镍期货可能形成新一轮逼空趋势，“国内镍期货的上涨确有基本面支撑，但是短期内暴涨形成逼空行情，可能是大客户持仓信息泄露导致的结果。若是本身为镍冶炼及深加工企业，却大举做多镍期货合约，不仅是异常交易行为，更是违法投机及不法获利行为，国内交易所理应宣告此类交易行为及结果无效。虽然国内期货和衍生品法还没有正式颁布，但是对于恶意逼空有相关惩戒机制。只要国内交易所发现有操纵市场的行为，是有针对性措施的，包括但不限于限制开仓、只许平仓、冻结账户、没收非法所得、追究刑事责任等。”北京市盈科(无锡)律师事务所齐程军律师赞同上述观点并补充：“我国期货和衍生品法草案中第二十四条有明确规定，禁止以单独或者合谋，集中资金优势、持仓优势或者利用信息优势联合或者连续买卖合约。当下沪镍期货连续涨停，也有形成逼空行情的可能性，奉劝参与者切莫以身犯险。”值得一提的是，由于逼空事件后续情况浮出水面，盘面紧张气氛开始消退，国内A股市场涉镍企业股价应声下跌。东方财富CHOICE终端显示，截至3月9日收盘，盛屯矿业以跌停价报收，收盘价为9.95元；青岛中程跌幅为19.92%，收盘价为14.75元；中国中冶跌幅为7.27%，收盘价为4.21元；格林美跌幅为6.53%，收盘价为8.88元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639518541,"gmtCreate":1643344497177,"gmtModify":1643344497177,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","listText":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","text":"请问之前特斯拉市盈率是多少？如果按照这个速度，明年的市盈率又会下降多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639518541","repostId":"1113499377","repostType":2,"isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697983090,"gmtCreate":1642212132953,"gmtModify":1642212132953,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"其他亏太多了，只能用特斯拉来补窟窿了","listText":"其他亏太多了，只能用特斯拉来补窟窿了","text":"其他亏太多了，只能用特斯拉来补窟窿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697983090","repostId":"1125619574","repostType":2,"repost":{"id":"1125619574","kind":"news","pubTimestamp":1642158889,"share":"https://www.laohu8.com/m/news/1125619574?lan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19:14","market":"us","language":"en","title":"Cathie Wood Sells Another $90M In Tesla And Loads Up On The Dip In This Tech Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1125619574","media":"Benzinga","summary":"Cathie Wood’sArk Investment Managementon Thursday continued selling shares inTesla Incamid aprofit booking spree in the stock and raised its exposure in$Zoom(ZM)$ Video Communications Inc.The popular ","content":"<html><head></head><body><p><b>Cathie Wood</b>’s<b>Ark Investment Management</b> on Thursday continued selling shares in <b>Tesla Inc</b> amid a profit booking spree in the stock and raised its exposure in <b><a href=\"https://laohu8.com/S/ZM\">Zoom</a> Video Communications Inc</b>.</p><p>The popular money managing firm bought 213,756 shares — estimated to be worth $34.65 million based on the latest closing price — in San Jose, California-based online video-conferencing platform.</p><p>Shares of Zoom closed 5% lower at $162.1 a share on Thursday. The stock is already down 12% this year and has plummeted about 58% in the past year.</p><p>For the record, Zoom went public in April 2019 at $36 per share, and its shares started trading at $65 on the debut.</p><p>Wood had last month said she expectsequities of innovative companies that have seen declines in 2021 to be “rewarded handsomely” in 2022.</p><p>Ark Invest bought shares in Zoom via the <b><a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a></b> and the <b>ARKNext Generation Internet ETF</b> on Thursday. No other Ark Invest ETF currently owns shares in Zoom.</p><p>The two ETFs held 6.2 million shares — worth $1.06 billion — in Zoom, prior to Thursday’s trade.</p><p>Here are a few other key Ark Invest trades on Thursday:</p><ul><li>Sold 87,756 shares — estimated to be worth $90.5 million — in Tesla. Shares of the Elon Musk-led company closed 6.75% at $1,031.6 a share on Thursday.</li><li>Sold 105,343 shares — estimated to be worth $4 million — in <b><a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a></b> Shares of the photo and video sharing app owner closed 10.2% lower at $38.4 a share on Thursday.</li><li>Bought 201,921 shares — estimated to be worth $33.9 million — in <b><a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a></b> on the dip. Shares closed 5.15% lower to $168.3 a share.</li></ul></body></html>","source":"lsy1606299360108","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>Cathie Wood Sells Another $90M In Tesla And Loads Up On The Dip In This Tech Stock</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\nCathie Wood Sells Another $90M In Tesla And Loads Up On The Dip In This Tech Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-14 19:14 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/trading-ideas/long-ideas/22/01/25050110/cathie-wood-sells-another-90m-in-tesla-and-loads-up-on-the-dip-in-this-tech-stock><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood’sArk Investment Management on Thursday continued selling shares in Tesla Inc amid a profit booking spree in the stock and raised its exposure in Zoom Video Communications Inc.The popular ...</p>\n\n<a href=\"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25050110/cathie-wood-sells-another-90m-in-tesla-and-loads-up-on-the-dip-in-this-tech-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","SNAP":"Snap Inc","ROKU":"Roku Inc","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","ZM":"Zoom","TSLA":"特斯拉","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓"},"source_url":"https://www.benzinga.com/trading-ideas/long-ideas/22/01/25050110/cathie-wood-sells-another-90m-in-tesla-and-loads-up-on-the-dip-in-this-tech-stock","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125619574","content_text":"Cathie Wood’sArk Investment Management on Thursday continued selling shares in Tesla Inc amid a profit booking spree in the stock and raised its exposure in Zoom Video Communications Inc.The popular money managing firm bought 213,756 shares — estimated to be worth $34.65 million based on the latest closing price — in San Jose, California-based online video-conferencing platform.Shares of Zoom closed 5% lower at $162.1 a share on Thursday. The stock is already down 12% this year and has plummeted about 58% in the past year.For the record, Zoom went public in April 2019 at $36 per share, and its shares started trading at $65 on the debut.Wood had last month said she expectsequities of innovative companies that have seen declines in 2021 to be “rewarded handsomely” in 2022.Ark Invest bought shares in Zoom via the ARK Innovation ETF and the ARKNext Generation Internet ETF on Thursday. No other Ark Invest ETF currently owns shares in Zoom.The two ETFs held 6.2 million shares — worth $1.06 billion — in Zoom, prior to Thursday’s trade.Here are a few other key Ark Invest trades on Thursday:Sold 87,756 shares — estimated to be worth $90.5 million — in Tesla. Shares of the Elon Musk-led company closed 6.75% at $1,031.6 a share on Thursday.Sold 105,343 shares — estimated to be worth $4 million — in Snap Inc Shares of the photo and video sharing app owner closed 10.2% lower at $38.4 a share on Thursday.Bought 201,921 shares — estimated to be worth $33.9 million — in Roku Inc on the dip. Shares closed 5.15% lower to $168.3 a share.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639702386,"gmtCreate":1643423326485,"gmtModify":1643423326485,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"打压估价，悄悄的吸筹，老套路","listText":"打压估价，悄悄的吸筹，老套路","text":"打压估价，悄悄的吸筹，老套路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639702386","repostId":"2207808907","repostType":2,"repost":{"id":"2207808907","kind":"news","pubTimestamp":1643420011,"share":"https://www.laohu8.com/m/news/2207808907?lang=&edition=full","pubTime":"2022-01-29 09:33","market":"us","language":"en","title":"Tesla Sees Booming 2022 Sales, but Wall Street Warns of 'Degrees of Complication'","url":"https://stock-news.laohu8.com/highlight/detail?id=2207808907","media":"Yahoo Finance","summary":"Tesla's  shares closed higher on Friday after an unusually volatile week in which the electric vehic","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla&#39;s </a> shares closed higher on Friday after an unusually volatile week in which the electric vehicle company posted fourth quarter earnings that, while better than estimates, gave at least a few Wall Street analysts grounds for skepticism over its ambitious 2022 goals.</p><p>The automaker beat expectations during the final stretch of 2021, with double digit revenue and gross margin growth. Tesla sales will comfortably grow above 50% in 2022 compared with last year despite supply chain problems, CEO Elon Musk said, thanks to their new factories starting up and current plants boosting output.</p><p>Still, Tesla was fairly coy about the year ahead, with some market watchers disappointed that the company failed to articulate plans for a lower-priced model. Absent concrete forward-looking plans, some analysts find themselves in the cautious camp, and see headwinds forming to slow Tesla&#39;s momentum.</p><p>“I’m a bit shy of their forecast of 50% growth. I think it&#39;s gonna be tough by the second half of the year. It honestly may not even be tested if there might not be an up semi supply for them to deliver 50% growth,” Colin Langan, a Wells Fargo auto analyst, told Yahoo Finance on Thursday.</p><p>“I really do have my skepticism that they could actually sell. So in my model, I don&#39;t have them hitting it,” the analyst added.</p><h2>&#39;Degree of complication&#39;</h2><p>Bank of America analysts were also anticipating more details on the company&#39;s timeline in ramping up production for company&#39;s Austin and Berlin facilities. In a research note this week, the bank noted &#34;little definitive guidance was provided other than the current status in both plants, which was disappointing.&#34;</p><p>Meanwhile, <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> pointed to the Berlin factory as a source of concern.</p><p>&#34;While the details are still foggy, we believe investors should prepare for the situation around Tesla’s German factory to be potentially much more politically entangled than people realize today,&#34; the bank said ominously.</p><p>&#34;The story of Giga Berlin is not just a Tesla growth story, it’s a German labor and [growth] story. With great advancement comes a degree of complication,&#34; the note said to clients.</p><p>Morgan Stanley warned that Tesla factories have been “running below capacity for several quarters” because of supply chain issues. The automaker also said that it would not roll out new models such as the Cybertruck, Roadster, and Semi— all of which have missed their scheduled production dates.</p><p>“Once they get Austin and Berlin off the ground, they&#39;ll have about 2 million units of capacity based on my estimates,” Langan told Yahoo Finance.</p><p>“The Model S and Model Y are gonna predominantly be what&#39;s driving that utilization, that&#39;s gonna put them up there with the bestselling mass market vehicles,” the analyst added.</p><p>That means competing with large foreign competitors such as Toyota Motor (TM), which in 2019 sold about 2.2 million vehicles for their Camry and RAV4 models, according to Langan – signaling “that’s kind of the levels you need.”</p><p>Toyota&#39;s offerings also underscore a dramatic price difference between it and Tesla. “The RAV4 is about a $28,000 vehicle at base” versus Tesla’s “model Y is [between] $58 to $59,000 vehicle based price,” Langan said.</p><p>That represents &#34;twice the price and supposed to do the same volume, that’s a very high hurdle. It&#39;ll really be tested in the second half of this year once the capacity&#39;s online,” he added.</p><p>Colin Rusch, senior research analyst at Oppenheimer, has an outperform rating on the stock, but said the focus for driving future earnings will be “related to cost” compared to their peers.</p><p>Tesla&#39;s stock, whipsawed during the week as the broader EV sector and semiconductor stocks also hit a rough patch, closed 2% higher above $846.</p></body></html>","source":"yahoofinance","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>Tesla Sees Booming 2022 Sales, but Wall Street Warns of 'Degrees of Complication'</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; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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\">\nTesla Sees Booming 2022 Sales, but Wall Street Warns of 'Degrees of Complication'\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 09:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/tesla-sees-2022-sales-boom-but-heres-why-wall-street-thinks-its-lofty-goals-are-complicated-221544709.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla's  shares closed higher on Friday after an unusually volatile week in which the electric vehicle company posted fourth quarter earnings that, while better than estimates, gave at least a few ...</p>\n\n<a href=\"https://finance.yahoo.com/news/tesla-sees-2022-sales-boom-but-heres-why-wall-street-thinks-its-lofty-goals-are-complicated-221544709.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.yahoo.com/news/tesla-sees-2022-sales-boom-but-heres-why-wall-street-thinks-its-lofty-goals-are-complicated-221544709.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2207808907","content_text":"Tesla's  shares closed higher on Friday after an unusually volatile week in which the electric vehicle company posted fourth quarter earnings that, while better than estimates, gave at least a few Wall Street analysts grounds for skepticism over its ambitious 2022 goals.The automaker beat expectations during the final stretch of 2021, with double digit revenue and gross margin growth. Tesla sales will comfortably grow above 50% in 2022 compared with last year despite supply chain problems, CEO Elon Musk said, thanks to their new factories starting up and current plants boosting output.Still, Tesla was fairly coy about the year ahead, with some market watchers disappointed that the company failed to articulate plans for a lower-priced model. Absent concrete forward-looking plans, some analysts find themselves in the cautious camp, and see headwinds forming to slow Tesla's momentum.“I’m a bit shy of their forecast of 50% growth. I think it's gonna be tough by the second half of the year. It honestly may not even be tested if there might not be an up semi supply for them to deliver 50% growth,” Colin Langan, a Wells Fargo auto analyst, told Yahoo Finance on Thursday.“I really do have my skepticism that they could actually sell. So in my model, I don't have them hitting it,” the analyst added.'Degree of complication'Bank of America analysts were also anticipating more details on the company's timeline in ramping up production for company's Austin and Berlin facilities. In a research note this week, the bank noted \"little definitive guidance was provided other than the current status in both plants, which was disappointing.\"Meanwhile, Morgan Stanley pointed to the Berlin factory as a source of concern.\"While the details are still foggy, we believe investors should prepare for the situation around Tesla’s German factory to be potentially much more politically entangled than people realize today,\" the bank said ominously.\"The story of Giga Berlin is not just a Tesla growth story, it’s a German labor and [growth] story. With great advancement comes a degree of complication,\" the note said to clients.Morgan Stanley warned that Tesla factories have been “running below capacity for several quarters” because of supply chain issues. The automaker also said that it would not roll out new models such as the Cybertruck, Roadster, and Semi— all of which have missed their scheduled production dates.“Once they get Austin and Berlin off the ground, they'll have about 2 million units of capacity based on my estimates,” Langan told Yahoo Finance.“The Model S and Model Y are gonna predominantly be what's driving that utilization, that's gonna put them up there with the bestselling mass market vehicles,” the analyst added.That means competing with large foreign competitors such as Toyota Motor (TM), which in 2019 sold about 2.2 million vehicles for their Camry and RAV4 models, according to Langan – signaling “that’s kind of the levels you need.”Toyota's offerings also underscore a dramatic price difference between it and Tesla. “The RAV4 is about a $28,000 vehicle at base” versus Tesla’s “model Y is [between] $58 to $59,000 vehicle based price,” Langan said.That represents \"twice the price and supposed to do the same volume, that’s a very high hurdle. It'll really be tested in the second half of this year once the capacity's online,” he added.Colin Rusch, senior research analyst at Oppenheimer, has an outperform rating on the stock, but said the focus for driving future earnings will be “related to cost” compared to their peers.Tesla's stock, whipsawed during the week as the broader EV sector and semiconductor stocks also hit a rough patch, closed 2% higher above $846.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397121333,"gmtCreate":1608211525022,"gmtModify":1703851790136,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500065751551192","authorIdStr":"3500065751551192"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 股价至少一杯咖啡钱[财迷]","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 股价至少一杯咖啡钱[财迷]","text":"$瑞幸咖啡(LKNCY)$ 股价至少一杯咖啡钱[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397121333","isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}