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MarsDaddy
05-22
没有护城河的公司
@达摩财经:最惨季报!理想汽车跌惨了,李想为MEGA埋单
MarsDaddy
05-21
做假账吧?怎么可能?
小鹏美股一度暴涨26%!Q1净亏损同比大幅收窄,毛利率环比提高6.7%
MarsDaddy
05-14
中国电费马上跌破7毛,美国电费2元,中国储能赛道有特斯拉什么事
$特斯拉(TSLA)$
特斯拉盘中涨幅近4%,这项重要业务在中国有了新进展!
MarsDaddy
05-04
$亿航智能(EH)$
不可思议,天天跌
MarsDaddy
04-23
太贵了
全系标配智驾!问界新M5价格公布,余承东:“简直疯掉了”,低于30万都是亏钱卖
MarsDaddy
04-04
倒车接人,给更多人上车的机会
@yifannafiy:
$特斯拉(TSLA)$
分享一点思考 美国未来的排放政策是抑制燃油车,鼓励电车和混动车的,在这个前提下,几乎所有传统车厂商都减缓了电车的推进,这不是把纯电市场拱手让给特斯拉吗? 国内新能源车卷的你死我活,但除了比亚迪,大家都是在贴钱卷,特斯拉是赚着钱卷,而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的,谁有优势不明显吗? 特斯拉其他的业务发展,就不说了,哪个做成了,都能再造一个特斯拉,为什么在这种时候,这个价位,投行一边倒的唱衰特斯拉,前期反弹到299的时候怎么没人提呀,按他们的逻辑,299的时候更是高估的离谱呀,特斯拉的车型开发计划早就知道啊,很难不怀疑他们的用心。 当然,特斯拉先做truck后做2是重大误判,否则股价不会这么狼狈。
MarsDaddy
03-15
资金太紧张了
eVTOL产品销量大幅提升,亿航智能单季收入同比增长261%
MarsDaddy
03-08
背锅侠
内部审计发现广告营销问题达达:为个别员工行为
MarsDaddy
03-08
依然看好特斯拉
$特斯拉(TSLA)$
Gartner 表示,到 2027 年,电动汽车的生产成本将低于燃油汽车
MarsDaddy
02-27
$特斯拉(TSLA)$
AI+机器人是下一个巨型赛道。
MarsDaddy
02-19
老马的格局
马斯克最新回应,特斯拉视频生成技术有望超越OpenAI
MarsDaddy
02-09
$特斯拉(TSLA)$
人工智能的最后一个被遗忘的公司,木头姐的10大趋势、特斯拉中了3个,电动汽车+自动加速出租车+机器人
MarsDaddy
02-01
偶像。
$特斯拉(TSLA)$
全力支持马斯克,“木头姐”连续五天买入特斯拉股票
MarsDaddy
01-25
elon真是应该反思一下,脑子用在什么地方?1、model 3/Y 那么大销量,不让供应商降价降成本,2、老头乐车型不研发,不学习比亚迪,车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国,出来的车型怎么会适合中国市场?导致中国市场断档30-60万车型,也没20万以内车型
$特斯拉(TSLA)$
销量继续放缓!马斯克又要睡工厂
MarsDaddy
01-22
特斯拉的采购是不是有什么猫腻?怎么电池成本下降那么快,以及其他零部件的销量提升采购规模扩大,特斯拉成本不降吗?
@期权小助手:【财报期权策略】特斯拉测试200支撑,Q4财报是绝地反转的最后机会?
MarsDaddy
01-17
梦里啥都有
China's Economy Expanded 5.2% Last Year, Hitting Target of About 5% Even Though Recovery Is Uneven
MarsDaddy
01-16
$特斯拉(TSLA)$
坚信特斯拉
MarsDaddy
01-16
特斯拉的单车成本从来不下降的吗?好奇怪
Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance
MarsDaddy
01-11
$KEEP(03650)$
各大机构舍命狂奔,没救了
MarsDaddy
01-10
$瑞幸咖啡(LKNCY)$
中概股是不是都没有操守?该票不能做空,唯一的解释就是大股东在抛售?坑散户啊
去老虎APP查看更多动态
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去年12月创下月交付5万辆的新纪录后,李想有些“飘”了,脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚,理想汽车发布2024年第一季度财报,从2023年全年业绩大超预期,到2024年第一季度经营亏损,理想汽车在短时间内经营状况发生如此大的变化,让投资者始料不及。 2024年第一季度,理想汽车收入为256亿元,同比增加36.4%,环比减少38.6%;净利润为5.9亿元,同比减少36.7%,环比减少89.7%。 财报发布后,理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳,截至收盘,理想汽车港股股价报收80.65港元/股,跌幅达19.27%,创下过去两年多来的最大单日跌幅,单日总市值缩水超400亿港元。 按照理想的计划,2024年应该是爆发式的一年,除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划,今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望,理想甚至为其定下挑战月销8000辆目标,并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”,大量订单被退,导致MEGA上市第一个月仅卖出3229 辆,远远不及预期。 从L 系列的销售上看,2024年以来,零跑、问界等对手也相继发布增程式新产品,竞争的进一步白热化对理想造成了一定的销售压力。同时,MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月,理想汽车新车交付仅28984辆,与其5万辆的销售目标相差甚远。 2024年第一季度,理想汽车总交付量为80400辆,环比去年第四季度13.2万辆的交付量,下降近40%。 为了给2024款理想L系列车型上市做铺垫,今年1月,理想L系列老款车型全面降","listText":"出品|达摩财经 去年12月创下月交付5万辆的新纪录后,李想有些“飘”了,脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚,理想汽车发布2024年第一季度财报,从2023年全年业绩大超预期,到2024年第一季度经营亏损,理想汽车在短时间内经营状况发生如此大的变化,让投资者始料不及。 2024年第一季度,理想汽车收入为256亿元,同比增加36.4%,环比减少38.6%;净利润为5.9亿元,同比减少36.7%,环比减少89.7%。 财报发布后,理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳,截至收盘,理想汽车港股股价报收80.65港元/股,跌幅达19.27%,创下过去两年多来的最大单日跌幅,单日总市值缩水超400亿港元。 按照理想的计划,2024年应该是爆发式的一年,除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划,今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望,理想甚至为其定下挑战月销8000辆目标,并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”,大量订单被退,导致MEGA上市第一个月仅卖出3229 辆,远远不及预期。 从L 系列的销售上看,2024年以来,零跑、问界等对手也相继发布增程式新产品,竞争的进一步白热化对理想造成了一定的销售压力。同时,MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月,理想汽车新车交付仅28984辆,与其5万辆的销售目标相差甚远。 2024年第一季度,理想汽车总交付量为80400辆,环比去年第四季度13.2万辆的交付量,下降近40%。 为了给2024款理想L系列车型上市做铺垫,今年1月,理想L系列老款车型全面降","text":"出品|达摩财经 去年12月创下月交付5万辆的新纪录后,李想有些“飘”了,脑袋一热定下了2024年突破80万辆的销量目标。不曾想转过头来就被一季度业绩打脸。 5月20日晚,理想汽车发布2024年第一季度财报,从2023年全年业绩大超预期,到2024年第一季度经营亏损,理想汽车在短时间内经营状况发生如此大的变化,让投资者始料不及。 2024年第一季度,理想汽车收入为256亿元,同比增加36.4%,环比减少38.6%;净利润为5.9亿元,同比减少36.7%,环比减少89.7%。 财报发布后,理想汽车美股股价跌去12.78%。次日理想汽车港股同样表现不佳,截至收盘,理想汽车港股股价报收80.65港元/股,跌幅达19.27%,创下过去两年多来的最大单日跌幅,单日总市值缩水超400亿港元。 按照理想的计划,2024年应该是爆发式的一年,除了纯电的MEGA和四款增程产品L6、L7、L8和L9。按照计划,今年下半年理想还将推出三款纯电SUV。丰富的产品矩阵也为其80万辆的销量目标提供了一定的底气。 作为理想首款5C高压纯电车型的MEGA在上市前就被寄予厚望,理想甚至为其定下挑战月销8000辆目标,并预估3月份所有新车的交付量再次超过5万辆。没想到MEGA在3月上市后却遭遇“P图门”,大量订单被退,导致MEGA上市第一个月仅卖出3229 辆,远远不及预期。 从L 系列的销售上看,2024年以来,零跑、问界等对手也相继发布增程式新产品,竞争的进一步白热化对理想造成了一定的销售压力。同时,MEGA“P图门”事件也变相影响了 L 系列的销售。今年3月,理想汽车新车交付仅28984辆,与其5万辆的销售目标相差甚远。 2024年第一季度,理想汽车总交付量为80400辆,环比去年第四季度13.2万辆的交付量,下降近40%。 为了给2024款理想L系列车型上市做铺垫,今年1月,理想L系列老款车型全面降","images":[{"img":"https://static.tigerbbs.com/2c188e42b96cefa98c9e72cf338601fb","width":"1080","height":"425"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308531533898040","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308340076740672,"gmtCreate":1716300310870,"gmtModify":1716300312822,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"做假账吧?怎么可能?","listText":"做假账吧?怎么可能?","text":"做假账吧?怎么可能?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308340076740672","repostId":"1138063226","repostType":2,"repost":{"id":"1138063226","pubTimestamp":1716323464,"share":"https://www.laohu8.com/m/news/1138063226?lang=&edition=full","pubTime":"2024-05-22 04:31","market":"us","language":"zh","title":"小鹏美股一度暴涨26%!Q1净亏损同比大幅收窄,毛利率环比提高6.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1138063226","media":"华尔街见闻","summary":"周二美股盘前,小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示,小鹏汽车第一季度营收65.5亿元人民币,好于市场预估的61.1亿元,同比增长62.3%,环比下降49.8%。其中,汽车销售收入为55.4亿元,同比上涨57.8%,环比减少54.7%。汽车毛利率有所上升,季度毛利率为5.5%,环比上涨1.4个百分点。亏损也有所好转,第一季度净亏损为13.7亿元,去年同期为亏损2.34亿元,同比大幅收窄41.5%,但环比扩大1.5%,调整后每股亏损0.75元。财报发布后,小鹏汽车盘前涨超9%。","content":"<html><head></head><body><blockquote><p>小鹏预计,第二季度营收将同比增长约48.1%—63.9%;汽车交付量将介乎2.9—3.2万辆,市场预估38147辆。小鹏美股早盘时段一度暴涨26%,收涨近6%。</p></blockquote><p style=\"text-align: justify;\">不惧价格战,小鹏一季度公司毛利率大幅上升到12.9%,净亏损同比收窄。</p><p style=\"text-align: justify;\">周二美股盘前,小鹏汽车公布截至2024年3月31日的一季度业绩。</p><p style=\"text-align: justify;\">财报显示,小鹏汽车第一季度营收65.5亿元人民币,好于市场预估的61.1亿元,同比增长62.3%,环比下降49.8%。</p><p style=\"text-align: justify;\"><strong>毛利率有所上升,季度毛利率为12.9%,同比上涨11.2个百分点,环比上涨6.7个百分点,超出预估的9.15%。</strong></p><p style=\"text-align: justify;\">其中,汽车销售收入为55.4亿元,同比上涨57.8%,环比减少54.7%。汽车毛利率有所上升,季度毛利率为5.5%,环比上涨1.4个百分点。</p><p style=\"text-align: justify;\">销售收入按年增长乃主要由于2024年第一季度交付量的增加(尤其是X9车型),按季减少乃主要由于G6及2024款G9当期交付量减少,加上季节性影响,部分被X9的交付量所抵销。</p><p style=\"text-align: justify;\"><strong>亏损也有所好转,第一季度净亏损为13.7亿元,去年同期为亏损23.4亿元,</strong>同比大幅收窄41.5%,但环比扩大1.5%,调整后每股亏损0.75元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c4db9840b7947e2d834c9949e50cec5\" tg-width=\"640\" tg-height=\"464\"/></p><p style=\"text-align: justify;\">交付量方面,第一季度汽车总交付量为21821辆,较2023年同期的18230辆增加19.7%。今年4月交付量为9393辆,截至2024年4月30日,年内累计总交付量为31214辆。</p><p style=\"text-align: justify;\">截至2024年3月31日,小鹏汽车的实体销售网络共有574间门店,覆盖178个城市。截至2024年3月31日,小鹏汽车自营充电站网络达至1,171座充电站,包括359座小鹏S4超快充站。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c1ccea593c9774d43c2908e1ed5cd80\" tg-width=\"640\" tg-height=\"137\"/></p><p style=\"text-align: justify;\">财报发布后,小鹏汽车美股盘前先跌后涨,一度涨超10%,随后涨幅收窄到6%。周二美股开盘后,小鹏盘中一度暴力拉涨,涨幅超过26%,但此后涨幅大幅回撤,最终收涨近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d84597b3042ac42b1f059bdd6d7e612c\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3476003898\">预计Q2交付同比增加约25.0%—37.9%</h2><p style=\"text-align: justify;\">财报显示,费用端,一季度销售成本为人民币57.0亿元,同比上升43.8%,环比下降53.4%,与收入增减情况一致。</p><p style=\"text-align: justify;\">第一季度研发开支为人民币13.5亿元,较2023年同期的人民币13.0亿元增加4.2%,并较2023年第四季度的人民币13.1亿元增加3.3%,主要与新车型研发项目的时间与进度相关。</p><p style=\"text-align: justify;\">第一季度销售、一般及行政开支为人民币13.9亿元(1.9亿美元),较2023年同期的13.9亿元上升0.1%,并较2023年第四季度的19.4亿元下降28.3%。按季减少乃主要由于向特许经营店支付的佣金减少以及营销、推广及广告开支减少。</p><p style=\"text-align: justify;\"><strong>现金流方面,同比有所增长,环比小幅下滑,</strong>小鹏汽车截至2024年3月31日,本公司拥有现金及现金等价物、受限制现金、短期投资及定期存款人民币414.0亿元,相较而言截至2023年3月31日为341.2亿元,而截至2023年12月31日为457.0亿元。</p><p style=\"text-align: justify;\">新品发布和合作方面,4月17日,小鹏汽车与大众汽车集团共同宣佈,双方签订电子电气架构技术战略合作框架协议。5月20日,小鹏汽车通过OTA更新向小鹏汽车用户发佈了XOS 5.1.0。XOS 5.1.0整合了AI驱动的智能座舱功能和XNGP ADAS技术,包括AI代驾和配备基于神经网络的规划和控制大模型的XPlanner。</p><p style=\"text-align: justify;\"><strong>业绩指引方面,公司预计第二季度营收75亿元—83亿元人民币,同比增长约48.1%—63.9%;汽车交付量将介乎2.9—3.2万辆,同比增加约25.0%—37.9%,市场预估38147辆。</strong></p><p style=\"text-align: justify;\">小鹏汽车董事长及首席执行官何小鹏先生表示:</p><blockquote><p style=\"text-align: justify;\">小鹏汽车在中国汽车行业率先实现了AI大模型的量产应用,我们有信心在全球范围内更高效地推出竞争力领先的车型,引领AI智驾汽车的大范围普及。通过与大众汽车集团的战略合作,小鹏汽车率先实现了自研智能化技术的输出赋能,我们行业领先的技术将获得更大的市场影响力和更好的财务回报。</p></blockquote><p style=\"text-align: justify;\">小鹏汽车名誉副董事长及联席总裁顾宏地博士表示:</p><blockquote><p style=\"text-align: justify;\">在市场竞争极其激烈的情况下,一季度公司毛利率大幅上升到12.9%。这标志著小鹏汽车实现了在智能电动车业务基础上,通过智能化技术输出提升盈利和国际化潜力的独特模式。</p></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>小鹏美股一度暴涨26%!Q1净亏损同比大幅收窄,毛利率环比提高6.7%</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小鹏美股一度暴涨26%!Q1净亏损同比大幅收窄,毛利率环比提高6.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-22 04:31 北京时间 <a href=https://wallstreetcn.com/articles/3715399><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小鹏预计,第二季度营收将同比增长约48.1%—63.9%;汽车交付量将介乎2.9—3.2万辆,市场预估38147辆。小鹏美股早盘时段一度暴涨26%,收涨近6%。不惧价格战,小鹏一季度公司毛利率大幅上升到12.9%,净亏损同比收窄。周二美股盘前,小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示,小鹏汽车第一季度营收65.5亿元人民币,好于市场预估的61.1亿元,同比增长62.3%,环比下降...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715399\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b8fa6072ee37e0b77a4d157dfdbb8b0","relate_stocks":{"BK1539":"汽车股","BK1587":"次新股","BK4505":"高瓴资本持仓","BK1119":"汽车制造商","BK1575":"同股不同权","BK1588":"回港中概股","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4526":"热门中概股","09868":"小鹏汽车-W","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK1610":"ETF&股票定投概念","XPEV":"小鹏汽车","BK4555":"新能源车"},"source_url":"https://wallstreetcn.com/articles/3715399","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138063226","content_text":"小鹏预计,第二季度营收将同比增长约48.1%—63.9%;汽车交付量将介乎2.9—3.2万辆,市场预估38147辆。小鹏美股早盘时段一度暴涨26%,收涨近6%。不惧价格战,小鹏一季度公司毛利率大幅上升到12.9%,净亏损同比收窄。周二美股盘前,小鹏汽车公布截至2024年3月31日的一季度业绩。财报显示,小鹏汽车第一季度营收65.5亿元人民币,好于市场预估的61.1亿元,同比增长62.3%,环比下降49.8%。毛利率有所上升,季度毛利率为12.9%,同比上涨11.2个百分点,环比上涨6.7个百分点,超出预估的9.15%。其中,汽车销售收入为55.4亿元,同比上涨57.8%,环比减少54.7%。汽车毛利率有所上升,季度毛利率为5.5%,环比上涨1.4个百分点。销售收入按年增长乃主要由于2024年第一季度交付量的增加(尤其是X9车型),按季减少乃主要由于G6及2024款G9当期交付量减少,加上季节性影响,部分被X9的交付量所抵销。亏损也有所好转,第一季度净亏损为13.7亿元,去年同期为亏损23.4亿元,同比大幅收窄41.5%,但环比扩大1.5%,调整后每股亏损0.75元。交付量方面,第一季度汽车总交付量为21821辆,较2023年同期的18230辆增加19.7%。今年4月交付量为9393辆,截至2024年4月30日,年内累计总交付量为31214辆。截至2024年3月31日,小鹏汽车的实体销售网络共有574间门店,覆盖178个城市。截至2024年3月31日,小鹏汽车自营充电站网络达至1,171座充电站,包括359座小鹏S4超快充站。财报发布后,小鹏汽车美股盘前先跌后涨,一度涨超10%,随后涨幅收窄到6%。周二美股开盘后,小鹏盘中一度暴力拉涨,涨幅超过26%,但此后涨幅大幅回撤,最终收涨近6%。预计Q2交付同比增加约25.0%—37.9%财报显示,费用端,一季度销售成本为人民币57.0亿元,同比上升43.8%,环比下降53.4%,与收入增减情况一致。第一季度研发开支为人民币13.5亿元,较2023年同期的人民币13.0亿元增加4.2%,并较2023年第四季度的人民币13.1亿元增加3.3%,主要与新车型研发项目的时间与进度相关。第一季度销售、一般及行政开支为人民币13.9亿元(1.9亿美元),较2023年同期的13.9亿元上升0.1%,并较2023年第四季度的19.4亿元下降28.3%。按季减少乃主要由于向特许经营店支付的佣金减少以及营销、推广及广告开支减少。现金流方面,同比有所增长,环比小幅下滑,小鹏汽车截至2024年3月31日,本公司拥有现金及现金等价物、受限制现金、短期投资及定期存款人民币414.0亿元,相较而言截至2023年3月31日为341.2亿元,而截至2023年12月31日为457.0亿元。新品发布和合作方面,4月17日,小鹏汽车与大众汽车集团共同宣佈,双方签订电子电气架构技术战略合作框架协议。5月20日,小鹏汽车通过OTA更新向小鹏汽车用户发佈了XOS 5.1.0。XOS 5.1.0整合了AI驱动的智能座舱功能和XNGP ADAS技术,包括AI代驾和配备基于神经网络的规划和控制大模型的XPlanner。业绩指引方面,公司预计第二季度营收75亿元—83亿元人民币,同比增长约48.1%—63.9%;汽车交付量将介乎2.9—3.2万辆,同比增加约25.0%—37.9%,市场预估38147辆。小鹏汽车董事长及首席执行官何小鹏先生表示:小鹏汽车在中国汽车行业率先实现了AI大模型的量产应用,我们有信心在全球范围内更高效地推出竞争力领先的车型,引领AI智驾汽车的大范围普及。通过与大众汽车集团的战略合作,小鹏汽车率先实现了自研智能化技术的输出赋能,我们行业领先的技术将获得更大的市场影响力和更好的财务回报。小鹏汽车名誉副董事长及联席总裁顾宏地博士表示:在市场竞争极其激烈的情况下,一季度公司毛利率大幅上升到12.9%。这标志著小鹏汽车实现了在智能电动车业务基础上,通过智能化技术输出提升盈利和国际化潜力的独特模式。","news_type":1},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305831836148000,"gmtCreate":1715700654700,"gmtModify":1715700655998,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"中国电费马上跌破7毛,美国电费2元,中国储能赛道有特斯拉什么事<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","listText":"中国电费马上跌破7毛,美国电费2元,中国储能赛道有特斯拉什么事<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> ","text":"中国电费马上跌破7毛,美国电费2元,中国储能赛道有特斯拉什么事$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/305831836148000","repostId":"2435590557","repostType":2,"repost":{"id":"2435590557","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":1715699371,"share":"https://www.laohu8.com/m/news/2435590557?lang=&edition=full","pubTime":"2024-05-14 23:09","market":"us","language":"zh","title":"特斯拉盘中涨幅近4%,这项重要业务在中国有了新进展!","url":"https://stock-news.laohu8.com/highlight/detail?id=2435590557","media":"老虎资讯综合","summary":"“对全球生产布局的一次重要优化”。","content":"<html><head></head><body><p>周二,特斯拉高开高走,截至发稿涨幅近4%。消息面上,5月13日,中国(上海)自由贸易试验区临港新片区管委会(简称临港管委会)官宣,此前广受关注的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂正式获得施工许可。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577c2530f725ddfe9752d216467433a3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为特斯拉在美国本土以外的首个储能超级工厂项目,工厂计划于今年5月开工,2025年第一季度将实现量产。</p><p>特斯拉中国方面提供的相关介绍资料进一步显示,特斯拉储能超级工厂项目将规划生产超大型商用储能电池,供给全球市场。工厂初期规划年产商用储能电池1万台,储能规模近40GWh。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474\" title=\"特斯拉Megapack XL电化学储能设备。图片来源:特斯拉中国\" tg-width=\"1080\" tg-height=\"675\"/><span>特斯拉Megapack XL电化学储能设备。图片来源:特斯拉中国</span></p><p>业内人士表示,在新能源储能赛道上,不仅特斯拉将其视为公司的重要增长点,近年来国内新能源领军企业也在不断落子布局,期待其未来广阔的蓝海市场需求。</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>特斯拉盘中涨幅近4%,这项重要业务在中国有了新进展!</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特斯拉盘中涨幅近4%,这项重要业务在中国有了新进展!\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\">2024-05-14 23:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二,特斯拉高开高走,截至发稿涨幅近4%。消息面上,5月13日,中国(上海)自由贸易试验区临港新片区管委会(简称临港管委会)官宣,此前广受关注的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上海储能超级工厂正式获得施工许可。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/577c2530f725ddfe9752d216467433a3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>作为特斯拉在美国本土以外的首个储能超级工厂项目,工厂计划于今年5月开工,2025年第一季度将实现量产。</p><p>特斯拉中国方面提供的相关介绍资料进一步显示,特斯拉储能超级工厂项目将规划生产超大型商用储能电池,供给全球市场。工厂初期规划年产商用储能电池1万台,储能规模近40GWh。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474\" title=\"特斯拉Megapack XL电化学储能设备。图片来源:特斯拉中国\" tg-width=\"1080\" tg-height=\"675\"/><span>特斯拉Megapack XL电化学储能设备。图片来源:特斯拉中国</span></p><p>业内人士表示,在新能源储能赛道上,不仅特斯拉将其视为公司的重要增长点,近年来国内新能源领军企业也在不断落子布局,期待其未来广阔的蓝海市场需求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d5220cea03fbacb33a7daf5ecb8f474","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/jjxw/2024-05-14/doc-inavfcie1220957.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435590557","content_text":"周二,特斯拉高开高走,截至发稿涨幅近4%。消息面上,5月13日,中国(上海)自由贸易试验区临港新片区管委会(简称临港管委会)官宣,此前广受关注的特斯拉上海储能超级工厂正式获得施工许可。作为特斯拉在美国本土以外的首个储能超级工厂项目,工厂计划于今年5月开工,2025年第一季度将实现量产。特斯拉中国方面提供的相关介绍资料进一步显示,特斯拉储能超级工厂项目将规划生产超大型商用储能电池,供给全球市场。工厂初期规划年产商用储能电池1万台,储能规模近40GWh。特斯拉Megapack XL电化学储能设备。图片来源:特斯拉中国业内人士表示,在新能源储能赛道上,不仅特斯拉将其视为公司的重要增长点,近年来国内新能源领军企业也在不断落子布局,期待其未来广阔的蓝海市场需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510116886182402","authorId":"3510116886182402","authorIdStr":"3510116886182402","name":"anbu","avatar":"https://static.tigerbbs.com/657b28bca605eaaa0f742cbac13c4943","crmLevel":1,"crmLevelSwitch":0},"content":"你可真敢胡说八道,中国的电费比美国贵","text":"你可真敢胡说八道,中国的电费比美国贵","html":"你可真敢胡说八道,中国的电费比美国贵"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302080358494360,"gmtCreate":1714756171213,"gmtModify":1714756172743,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 不可思议,天天跌","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$</a> 不可思议,天天跌","text":"$亿航智能(EH)$ 不可思议,天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302080358494360","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":298391536607472,"gmtCreate":1713882021636,"gmtModify":1713882023452,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"太贵了","listText":"太贵了","text":"太贵了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298391536607472","repostId":"2429415190","repostType":2,"repost":{"id":"2429415190","pubTimestamp":1713880034,"share":"https://www.laohu8.com/m/news/2429415190?lang=&edition=full","pubTime":"2024-04-23 21:47","market":"us","language":"zh","title":"全系标配智驾!问界新M5价格公布,余承东:“简直疯掉了”,低于30万都是亏钱卖","url":"https://stock-news.laohu8.com/highlight/detail?id=2429415190","media":"华尔街见闻","summary":"问界新M5面临诸多竞争对手,如特斯拉MODEL Y、理想L6,在价格战日益激烈的当下新M5能否脱颖而出?","content":"<html><body><p>作为问界旗下首款汽车,M5“上新了”......</p>\n<p>4月23日下午,问界新M5在北京正式发布,售价24.98万元起,将于5月15日起批量交付。</p>\n<p>本次问界新M5共推出三款车型,增程 Max版(后驱)售价24.98万;纯电Max版(后驱)售价26.98万;增程Max RS版(四驱)售价27.98万。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/7b43ee1b-fcf0-48fd-8efb-1722a6d6a071.png\"/></p>\n<p><strong>新M5有不少亮点,增程版最长续航达到1440km、全系标配ADS2.0高阶智驾系统、潜艇级热成型钢占比近20%、底盘和内饰配置也有所升级......</strong></p>\n<p>华为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车解决方案BU董事长余承东在发布会上吐槽,简直疯掉了,(汽车)这个行业太卷了;他感叹称,<strong>售价低于30万元的华为高阶智驾其实都是亏本销售。</strong></p>\n<p>值得一提的是,新M5实现开门红,12小时订单突破10000台。</p>\n<p>不过,问界新M5也面临诸多竞争对手,如<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>MODEL Y、理想L6。在价格战日益激烈的当下,新M5能否脱颖而出?</p>\n<h2>“大嘴变成了小嘴” 号称“陆地小坦克”</h2>\n<p>相较老款车型,问界新M5外观方面进行了调整,其中增程版车型换成了封闭式前脸。</p>\n<p><strong>余承东自黑称这是“大嘴变成了小嘴”,</strong>对于这一调侃,有网友称:</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/752dad4e-dd4c-4b00-bb22-01f86ca1c5b2.png\"/></p>\n<p>新M5颜色也十分张扬,红色外观惹眼,不单单是大都会红,新M5还拥有一个大溪地灰配色。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e59ac7fd-b916-463c-bbe0-0f8ec12cd819.jpeg\"/></p>\n<p>对于新M5的颜值,网友看法不一:</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/5e0786d2-ae5a-442d-882a-cdab543fbca8.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/6aa66872-7645-4317-bb96-4d90642efaba.png\"/></p>\n<p>在安全性方面,问界新M5整车大于210MPa高强钢占比超60%,潜艇级热成型钢占比近20%,外号“陆地小坦克”,实战没输过。</p>\n<p>据余承东介绍,问界新M5在前向防碰撞能力、侧向主动安全等方面也进行了提升。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/dfbcff9f-32b0-47f4-962b-ed20f07f5c45.png\"/></p>\n<p>续航方面也较为能打,基于全新的增程技术,<strong>问界新M5后驱版综合续航1440公里,纯电续航255公里,</strong>百公里加速4.3秒。</p>\n<p>在发布会上,PPT下方为大家列出了一些其他厂商车型的续航数据,包括特斯拉Model Y和理想L6等。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/bbf8f063-33e7-4570-8a1d-c245afa246ef.jpeg\"/></p>\n<p>其他方面,问界新M5采用全铝合金底盘、前四球头双叉臂+后多连杆独立悬架</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/be1b6f5a-d121-4fa3-9163-1abc0a04eb9b.png\"/></p>\n<h2>全系标配智驾 超越特斯拉FSD</h2>\n<p><strong>问界新M5的最大亮点之一是,全系标配华为ADS2.0高阶智驾系统。</strong></p>\n<p>问界新M5搭载1激光雷达+3毫米波雷达+12超声波雷达+11摄像头感知方案,支持高速智驾、城区智驾、循迹倒车等高阶智驾功能。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8f29e6e3-8c0a-423b-b78c-5343070fd8f8.jpeg\"/></p>\n<p>目前华为OTA“全国都能开”,支持40000+城乡镇,另外新车还支持遥控泊车功能。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e66ea985-f609-4301-8183-9447115072b0.png\"/></p>\n<p>余承东在发布会上表露这次定价的诚意:</p>\n<blockquote>\n<p><strong>24.98万元,这是我们第一次把高阶智能驾驶做到这么低的价格。</strong></p>\n<p>我们在智驾技术上进行了大量的研发投入,售价低于30万元的华为高阶智驾其实都是亏本销售。</p>\n</blockquote>\n<p><img src=\"https://wpimg-wscn.awtmt.com/e4d1fc58-ce5a-40db-9219-c679ff96b293.png\"/></p>\n<p><strong>余承东还指出,华为智驾超越特斯拉FSD全球最好:</strong></p>\n<blockquote>\n<p>华为已经派专家团队前往美国测试特斯拉FSD,对比测试后发现华为智能驾驶系统优于特斯拉FSD。</p>\n</blockquote>\n<h2><span>24.98万起售、3.7万选配权益,能扭转销量下滑吗?</span></h2>\n<p>价格永远是消费者最关心的点,在新能源车降价潮愈演愈烈之际,新M5能扭转之前M5的销量下滑吗?</p>\n<p>本次发布会上,余承东拿出诚意——即刻下定可享受价值3.7万元的选配权益,包括3000元现金优惠、赠送价值1.2万元选配金、赠送价值2万元城区智驾包等额抵扣券、提车后赠送价值2000元前挡风玻璃隔热膜。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/ef16ed98-235e-456f-8f14-76c6c717dfef.png\"/></p>\n<p>余承东表示:</p>\n<blockquote>\n<p>24.98万元的问界新M5也送3.7万元的选配权益,简直疯掉了,这个行业太卷了。</p>\n</blockquote>\n<p><strong>对于该车定价,有网友质疑,又要抢自家M7的市场?</strong></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/f23ba9a4-7d5b-42bf-926c-607aba8927be.png\"/></p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8d17be2d-84b8-4141-85e7-9b3e317d826f.png\"/></p>\n<p>也有网友表示,挺值!</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/93ba4653-f9b2-4a72-bf21-e24f824b66d5.png\"/></p>\n<p>新M5的性价比到底如何?</p>\n<p>对比老款来看,问界新M5并没有调整产品起售价,但由于标配智驾系统,<strong>相比增程后驱智驾版降了3万元;四驱增程智驾版降了2万元;纯电后驱智驾版降2万元。</strong></p>\n<p>作为问界旗下第一款车型,M5急需注入<a href=\"https://laohu8.com/S/300152\">新动力</a>提振销量。</p>\n<p>今年以来问界M5销量持续下滑,连续三个月未超千辆。由于问界M7综合配置优于M5,但在售价方面却有着高度重叠,在一定程度上影响了问界M5的销量。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/8176c1a2-dd02-4d74-9c77-cbe5e5998cda.png\"/></p>\n<p>此外,问界新M5所处的中型新能源SUV市场竞争激烈,特斯拉Model Y长期占据多数份额,理想L6定价也与新M5相似,M5能否更新换代重振销量?</p><div>风险提示及免责条款</div>\n<div>\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。\n </div>\n</body></html>","source":"wallstreetcn_hot_news","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>全系标配智驾!问界新M5价格公布,余承东:“简直疯掉了”,低于30万都是亏钱卖</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{ 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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全系标配智驾!问界新M5价格公布,余承东:“简直疯掉了”,低于30万都是亏钱卖\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 21:47 北京时间 <a href=https://wallstreetcn.com/articles/3713399><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为问界旗下首款汽车,M5“上新了”......\n4月23日下午,问界新M5在北京正式发布,售价24.98万元起,将于5月15日起批量交付。\n本次问界新M5共推出三款车型,增程 Max版(后驱)售价24.98万;纯电Max版(后驱)售价26.98万;增程Max RS版(四驱)售价27.98万。\n\n新M5有不少亮点,增程版最长续航达到1440km、全系标配ADS2.0高阶智驾系统、潜艇级热成型钢占...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713399\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/4d329f95-bd74-429c-9b73-dbe6fab34acb.jpeg","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4550":"红杉资本持仓","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 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USD","LU0056508442.USD":"贝莱德世界科技基金A2"},"source_url":"https://wallstreetcn.com/articles/3713399","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2429415190","content_text":"作为问界旗下首款汽车,M5“上新了”......\n4月23日下午,问界新M5在北京正式发布,售价24.98万元起,将于5月15日起批量交付。\n本次问界新M5共推出三款车型,增程 Max版(后驱)售价24.98万;纯电Max版(后驱)售价26.98万;增程Max RS版(四驱)售价27.98万。\n\n新M5有不少亮点,增程版最长续航达到1440km、全系标配ADS2.0高阶智驾系统、潜艇级热成型钢占比近20%、底盘和内饰配置也有所升级......\n华为智能汽车解决方案BU董事长余承东在发布会上吐槽,简直疯掉了,(汽车)这个行业太卷了;他感叹称,售价低于30万元的华为高阶智驾其实都是亏本销售。\n值得一提的是,新M5实现开门红,12小时订单突破10000台。\n不过,问界新M5也面临诸多竞争对手,如特斯拉MODEL Y、理想L6。在价格战日益激烈的当下,新M5能否脱颖而出?\n“大嘴变成了小嘴” 号称“陆地小坦克”\n相较老款车型,问界新M5外观方面进行了调整,其中增程版车型换成了封闭式前脸。\n余承东自黑称这是“大嘴变成了小嘴”,对于这一调侃,有网友称:\n\n新M5颜色也十分张扬,红色外观惹眼,不单单是大都会红,新M5还拥有一个大溪地灰配色。\n\n对于新M5的颜值,网友看法不一:\n\n\n在安全性方面,问界新M5整车大于210MPa高强钢占比超60%,潜艇级热成型钢占比近20%,外号“陆地小坦克”,实战没输过。\n据余承东介绍,问界新M5在前向防碰撞能力、侧向主动安全等方面也进行了提升。\n\n续航方面也较为能打,基于全新的增程技术,问界新M5后驱版综合续航1440公里,纯电续航255公里,百公里加速4.3秒。\n在发布会上,PPT下方为大家列出了一些其他厂商车型的续航数据,包括特斯拉Model Y和理想L6等。\n\n其他方面,问界新M5采用全铝合金底盘、前四球头双叉臂+后多连杆独立悬架\n\n全系标配智驾 超越特斯拉FSD\n问界新M5的最大亮点之一是,全系标配华为ADS2.0高阶智驾系统。\n问界新M5搭载1激光雷达+3毫米波雷达+12超声波雷达+11摄像头感知方案,支持高速智驾、城区智驾、循迹倒车等高阶智驾功能。\n\n目前华为OTA“全国都能开”,支持40000+城乡镇,另外新车还支持遥控泊车功能。\n\n余承东在发布会上表露这次定价的诚意:\n\n24.98万元,这是我们第一次把高阶智能驾驶做到这么低的价格。\n我们在智驾技术上进行了大量的研发投入,售价低于30万元的华为高阶智驾其实都是亏本销售。\n\n\n余承东还指出,华为智驾超越特斯拉FSD全球最好:\n\n华为已经派专家团队前往美国测试特斯拉FSD,对比测试后发现华为智能驾驶系统优于特斯拉FSD。\n\n24.98万起售、3.7万选配权益,能扭转销量下滑吗?\n价格永远是消费者最关心的点,在新能源车降价潮愈演愈烈之际,新M5能扭转之前M5的销量下滑吗?\n本次发布会上,余承东拿出诚意——即刻下定可享受价值3.7万元的选配权益,包括3000元现金优惠、赠送价值1.2万元选配金、赠送价值2万元城区智驾包等额抵扣券、提车后赠送价值2000元前挡风玻璃隔热膜。\n\n余承东表示:\n\n24.98万元的问界新M5也送3.7万元的选配权益,简直疯掉了,这个行业太卷了。\n\n对于该车定价,有网友质疑,又要抢自家M7的市场?\n\n\n也有网友表示,挺值!\n\n新M5的性价比到底如何?\n对比老款来看,问界新M5并没有调整产品起售价,但由于标配智驾系统,相比增程后驱智驾版降了3万元;四驱增程智驾版降了2万元;纯电后驱智驾版降2万元。\n作为问界旗下第一款车型,M5急需注入新动力提振销量。\n今年以来问界M5销量持续下滑,连续三个月未超千辆。由于问界M7综合配置优于M5,但在售价方面却有着高度重叠,在一定程度上影响了问界M5的销量。\n\n此外,问界新M5所处的中型新能源SUV市场竞争激烈,特斯拉Model Y长期占据多数份额,理想L6定价也与新M5相似,M5能否更新换代重振销量?风险提示及免责条款\n\n 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资,责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291629264240848,"gmtCreate":1712224439299,"gmtModify":1712225701476,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"倒车接人,给更多人上车的机会","listText":"倒车接人,给更多人上车的机会","text":"倒车接人,给更多人上车的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291629264240848","repostId":"291445752516912","repostType":1,"repost":{"id":291445752516912,"gmtCreate":1712179636691,"gmtModify":1712232003723,"author":{"id":"3548965887849927","authorId":"3548965887849927","authorIdStr":"3548965887849927","name":"yifannafiy","avatar":"https://static.tigerbbs.com/420913b6eb41e67c4ece99da6f894de9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 分享一点思考 美国未来的排放政策是抑制燃油车,鼓励电车和混动车的,在这个前提下,几乎所有传统车厂商都减缓了电车的推进,这不是把纯电市场拱手让给特斯拉吗? 国内新能源车卷的你死我活,但除了比亚迪,大家都是在贴钱卷,特斯拉是赚着钱卷,而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的,谁有优势不明显吗? 特斯拉其他的业务发展,就不说了,哪个做成了,都能再造一个特斯拉,为什么在这种时候,这个价位,投行一边倒的唱衰特斯拉,前期反弹到299的时候怎么没人提呀,按他们的逻辑,299的时候更是高估的离谱呀,特斯拉的车型开发计划早就知道啊,很难不怀疑他们的用心。 当然,特斯拉先做truck后做2是重大误判,否则股价不会这么狼狈。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 分享一点思考 美国未来的排放政策是抑制燃油车,鼓励电车和混动车的,在这个前提下,几乎所有传统车厂商都减缓了电车的推进,这不是把纯电市场拱手让给特斯拉吗? 国内新能源车卷的你死我活,但除了比亚迪,大家都是在贴钱卷,特斯拉是赚着钱卷,而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的,谁有优势不明显吗? 特斯拉其他的业务发展,就不说了,哪个做成了,都能再造一个特斯拉,为什么在这种时候,这个价位,投行一边倒的唱衰特斯拉,前期反弹到299的时候怎么没人提呀,按他们的逻辑,299的时候更是高估的离谱呀,特斯拉的车型开发计划早就知道啊,很难不怀疑他们的用心。 当然,特斯拉先做truck后做2是重大误判,否则股价不会这么狼狈。","text":"$特斯拉(TSLA)$ 分享一点思考 美国未来的排放政策是抑制燃油车,鼓励电车和混动车的,在这个前提下,几乎所有传统车厂商都减缓了电车的推进,这不是把纯电市场拱手让给特斯拉吗? 国内新能源车卷的你死我活,但除了比亚迪,大家都是在贴钱卷,特斯拉是赚着钱卷,而且所有国内的电车企业都是因为特斯拉开放了技术才造得出来电车的,谁有优势不明显吗? 特斯拉其他的业务发展,就不说了,哪个做成了,都能再造一个特斯拉,为什么在这种时候,这个价位,投行一边倒的唱衰特斯拉,前期反弹到299的时候怎么没人提呀,按他们的逻辑,299的时候更是高估的离谱呀,特斯拉的车型开发计划早就知道啊,很难不怀疑他们的用心。 当然,特斯拉先做truck后做2是重大误判,否则股价不会这么狼狈。","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/291445752516912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284721787896080,"gmtCreate":1710517862748,"gmtModify":1710517864596,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"资金太紧张了","listText":"资金太紧张了","text":"资金太紧张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284721787896080","repostId":"2419927031","repostType":2,"repost":{"id":"2419927031","pubTimestamp":1710503520,"share":"https://www.laohu8.com/m/news/2419927031?lang=&edition=full","pubTime":"2024-03-15 19:52","market":"us","language":"zh","title":"eVTOL产品销量大幅提升,亿航智能单季收入同比增长261%","url":"https://stock-news.laohu8.com/highlight/detail?id=2419927031","media":"腾讯自选股","summary":"亿航智能预计在2024年首季度将继续实现收入规模的大幅增长。","content":"<html><body><article><p>3月15日,处在eVTOL(电动垂直起降飞行器)风口上的亿航智能(Nasdaq:EH)披露财报。得益于旗下eVTOL产品获得全球首张适航证后的销量攀升,亿航智能2023年第四季度收入水平取得大幅增长。同时,亿航智能预计在2024年首季度将继续实现收入规模的大幅增长。</p><p><strong>eVTOL</strong><strong>产品销量攀升</strong></p><p>财务数据显示,2023财年第四季度,亿航智能实现总收入为5660万元,同比增长261%;较2023财年第三季度环比增长98%。2023年全年,亿航智能营收达1.17亿元,同比增长165%。亿航智能创始人、董事长兼首席执行官胡华智以“强劲增长”形容公司在2023财年第四季度的业绩表现。</p><p>无人驾驶载人航空器的销售表现,是支持亿航智能收入水平大幅度跃升的关键。亿航智能旗舰产品EH216系列自动驾驶航空器在2023年全年的销售与交付数量为52架,较2022年的21架大幅增长。仅在2023财年第四季度,EH216系列的销售与交付数量就达23架,超过上年全年。</p><p>对此,胡华智解释称,“2023财年第四季度,我们自主研发的EH216-S成功获得中国民航局颁发的全球首张无人驾驶载人eVTOL航空器的型号合格证和标准适航证。这一重大里程碑对我们的业务产生了积极的影响,客户对EH216-S的需求激增,市场反应十分积极,推动2023财年第四季度和年度收入的强劲增长。”</p><p>EH216-S获得型号合格证(TC),是从0到1的突破,业内人士将之视为eVTOL行业商业化运营的里程碑。目前,国内外同类型eVTOL航空器大多仍在原型机测试或适航审定过程中。<a href=\"https://laohu8.com/S/601696\">中银证券</a>曾分析表示,亿航智能是目前唯一获证企业,公司长期专注eVTOL领域,并取得阶段性领先优势。</p><p>在其他业绩指标方面,2023财年第四季度公司毛利率为64.7%,继续保持较高<span>毛利</span>水平,体现了公司较强的定价权。在今年2月,亿航智能宣布EH216-S载人UAV在中国市场的官方指导价为239万元人民币/架,全球市场的官方指导价为41万美元/架,自2024年4月1日起生效。</p><p>此外,截至报告期内,公司持有<span>现金及现金等价物</span>总额为3.34亿元,非美国通用会计准则下调整后的净亏损为1.39亿元。亿航智能首席财务官杨嘉宏提示,在2023财年第四季度公司实现了<span>经营现金流</span>转正,标志着亿航智能的财务状况有所改善,公司仍然有信心保持这一积极势头和持续的增长。</p><p><strong>在手订单丰厚 支持业绩预喜</strong></p><p>在去年12月,中央经济工作会议将低空经济列为战略性新兴产业后,市场对eVTOL产品的关注度日渐升温。亿航智能正在着力把握国内乃至国际市场提供的机遇,公司预期今年第一季度的收入表现继续大幅增长。</p><p>截至目前,国内已有约20个省份将低空经济确定为2024年政府优先发展重点行业,在今年两会期间,低空经济首次写入政府工作报告。政策的发力,为eVTOL运营提供了政策法规、资金支持以及基础设施的支持。</p><p>以深圳为例,2023年12月、2024年1月,深圳连发《深圳市支持低空经济高质量发展的若干措施》《深圳经济特区低空经济产业促进条例》两个重磅文件促进低空经济发展。其中,《若干措施》提出20项具体支持措施,在链上企业培育、鼓励技术创新、拓展产业应用示范、加大基础设施供给等方面进行针对性资助。</p><p>深圳是亿航智能正在着重开发的市场。2023年12月,深圳城市空中交通运营示范中心在宝安区欢乐港湾落成启用,EH216-S在此成功演示飞行。2024年1月,亿航智能进一步拓展至深圳罗湖区,与罗湖区文化广电旅游体育局达成战略合作,致力于共同发展亿航智能无人驾驶eVTOL空中旅游观光和运输服务。</p><p>胡华智介绍,公司一直在稳步推进eVTOL产品在国内的商业化销售和运营,预期在深圳、广州、合肥和无锡等先行城市的政企合作将加快公司为城市空中交通做好准备。在海外,去年12月亿航智能加入了阿布扎比政府主导的SAVI集群,将业务范围扩展至阿联酋,并与Wings Logistics Hub达成战略合作,该合作伙伴计划采购多达100架EH216系列eVTOL航空器。</p><p>据记者了解,胡华智提及的与各地政府合作普遍在去年四季度开始陆续达成,公司目前在手的国内、国际市场对EH216-S的预订单已经超过了数百架,同时,公司也在多地建设布局eVTOL运营点。</p><p>亿航智能提供的业绩展望显示,公司预计在今年一季度继续实现收入水平的同比大幅增长。公司预期2024年第一季度总收入约为5800万元,同比增长约160%。</p></article></body></html>","source":"tencent","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>eVTOL产品销量大幅提升,亿航智能单季收入同比增长261%</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{ 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}\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\">\neVTOL产品销量大幅提升,亿航智能单季收入同比增长261%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 19:52 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403151952427a4d0d21&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月15日,处在eVTOL(电动垂直起降飞行器)风口上的亿航智能(Nasdaq:EH)披露财报。得益于旗下eVTOL产品获得全球首张适航证后的销量攀升,亿航智能2023年第四季度收入水平取得大幅增长。同时,亿航智能预计在2024年首季度将继续实现收入规模的大幅增长。eVTOL产品销量攀升财务数据显示,2023财年第四季度,亿航智能实现总收入为5660万元,同比增长261%;较2023财年第三季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403151952427a4d0d21&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EH":"亿航智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403151952427a4d0d21&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2419927031","content_text":"3月15日,处在eVTOL(电动垂直起降飞行器)风口上的亿航智能(Nasdaq:EH)披露财报。得益于旗下eVTOL产品获得全球首张适航证后的销量攀升,亿航智能2023年第四季度收入水平取得大幅增长。同时,亿航智能预计在2024年首季度将继续实现收入规模的大幅增长。eVTOL产品销量攀升财务数据显示,2023财年第四季度,亿航智能实现总收入为5660万元,同比增长261%;较2023财年第三季度环比增长98%。2023年全年,亿航智能营收达1.17亿元,同比增长165%。亿航智能创始人、董事长兼首席执行官胡华智以“强劲增长”形容公司在2023财年第四季度的业绩表现。无人驾驶载人航空器的销售表现,是支持亿航智能收入水平大幅度跃升的关键。亿航智能旗舰产品EH216系列自动驾驶航空器在2023年全年的销售与交付数量为52架,较2022年的21架大幅增长。仅在2023财年第四季度,EH216系列的销售与交付数量就达23架,超过上年全年。对此,胡华智解释称,“2023财年第四季度,我们自主研发的EH216-S成功获得中国民航局颁发的全球首张无人驾驶载人eVTOL航空器的型号合格证和标准适航证。这一重大里程碑对我们的业务产生了积极的影响,客户对EH216-S的需求激增,市场反应十分积极,推动2023财年第四季度和年度收入的强劲增长。”EH216-S获得型号合格证(TC),是从0到1的突破,业内人士将之视为eVTOL行业商业化运营的里程碑。目前,国内外同类型eVTOL航空器大多仍在原型机测试或适航审定过程中。中银证券曾分析表示,亿航智能是目前唯一获证企业,公司长期专注eVTOL领域,并取得阶段性领先优势。在其他业绩指标方面,2023财年第四季度公司毛利率为64.7%,继续保持较高毛利水平,体现了公司较强的定价权。在今年2月,亿航智能宣布EH216-S载人UAV在中国市场的官方指导价为239万元人民币/架,全球市场的官方指导价为41万美元/架,自2024年4月1日起生效。此外,截至报告期内,公司持有现金及现金等价物总额为3.34亿元,非美国通用会计准则下调整后的净亏损为1.39亿元。亿航智能首席财务官杨嘉宏提示,在2023财年第四季度公司实现了经营现金流转正,标志着亿航智能的财务状况有所改善,公司仍然有信心保持这一积极势头和持续的增长。在手订单丰厚 支持业绩预喜在去年12月,中央经济工作会议将低空经济列为战略性新兴产业后,市场对eVTOL产品的关注度日渐升温。亿航智能正在着力把握国内乃至国际市场提供的机遇,公司预期今年第一季度的收入表现继续大幅增长。截至目前,国内已有约20个省份将低空经济确定为2024年政府优先发展重点行业,在今年两会期间,低空经济首次写入政府工作报告。政策的发力,为eVTOL运营提供了政策法规、资金支持以及基础设施的支持。以深圳为例,2023年12月、2024年1月,深圳连发《深圳市支持低空经济高质量发展的若干措施》《深圳经济特区低空经济产业促进条例》两个重磅文件促进低空经济发展。其中,《若干措施》提出20项具体支持措施,在链上企业培育、鼓励技术创新、拓展产业应用示范、加大基础设施供给等方面进行针对性资助。深圳是亿航智能正在着重开发的市场。2023年12月,深圳城市空中交通运营示范中心在宝安区欢乐港湾落成启用,EH216-S在此成功演示飞行。2024年1月,亿航智能进一步拓展至深圳罗湖区,与罗湖区文化广电旅游体育局达成战略合作,致力于共同发展亿航智能无人驾驶eVTOL空中旅游观光和运输服务。胡华智介绍,公司一直在稳步推进eVTOL产品在国内的商业化销售和运营,预期在深圳、广州、合肥和无锡等先行城市的政企合作将加快公司为城市空中交通做好准备。在海外,去年12月亿航智能加入了阿布扎比政府主导的SAVI集群,将业务范围扩展至阿联酋,并与Wings Logistics Hub达成战略合作,该合作伙伴计划采购多达100架EH216系列eVTOL航空器。据记者了解,胡华智提及的与各地政府合作普遍在去年四季度开始陆续达成,公司目前在手的国内、国际市场对EH216-S的预订单已经超过了数百架,同时,公司也在多地建设布局eVTOL运营点。亿航智能提供的业绩展望显示,公司预计在今年一季度继续实现收入水平的同比大幅增长。公司预期2024年第一季度总收入约为5800万元,同比增长约160%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282153743503368,"gmtCreate":1709913576106,"gmtModify":1709913577817,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"背锅侠","listText":"背锅侠","text":"背锅侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/282153743503368","repostId":"2417223604","repostType":2,"repost":{"id":"2417223604","pubTimestamp":1709755298,"share":"https://www.laohu8.com/m/news/2417223604?lang=&edition=full","pubTime":"2024-03-07 04:01","market":"us","language":"zh","title":"内部审计发现广告营销问题达达:为个别员工行为","url":"https://stock-news.laohu8.com/highlight/detail?id=2417223604","media":"广州日报","summary":"3月6日,达达集团发布公告称,针对此前内审主动发现的个别存疑业务的审查结果已明确,独立第三方机构审查结果表明,公司管理层没有参与策划,为个别员工所为。目前已对相关员工进行处理,公司后续将进一步规范企业治理和内部流程,严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘,达达股价下跌6.64%,股价报1.97美元/股,市值5.16亿美元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.DADA&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 3月6日,<span>达达</span><span></span>集团发布<span>公告</span>称,针对此前内审主动发现的个别存疑业务的审查结果已明确,独立第三方机构审查结果表明,公司管理层没有参与策划,为个别员工所为。目前已对相关员工进行处理,公司后续将进一步规范企业治理和内部流程,严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘,<span href=\"http://quote.eastmoney.com/unify/r/105.DADA\" target=\"_blank\" web=\"1\">达达</span>股价下跌6.64%,股价报1.97美元/股,市值5.16亿美元。</p> <p> 1月8日,<span href=\"http://quote.eastmoney.com/unify/r/105.DADA\" target=\"_blank\" web=\"1\">达达</span>曾公告披露,在其例行内部审计过程中,发现了某些可疑做法,这些做法可能会对公司2023年在线广告和营销服务的某些收入产生怀疑。</p> <p> 第三方机构独立审查了某些为了实现收入目标的在线广告和营销服务交易。这些交易涉及某些上游客户的付款和向某些下游供应商支付的现金资金,金额几乎相同,且缺乏任何明显的商业实质,没有可信的文件、商业记录或其他证据支持,并且在某些情况下,客户和供应商存在未公开的联系。达达表示,这些交易导致公司过去<span>财务报表</span>中某些收入和相关成本被夸大了。具体来说,2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度的净收入分别夸大了约人民币6900万元、4000万元、2.14亿元和2.45亿元。2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度公司的运营和支持成本分别夸大了约人民币7000万元、4200万元、2.14亿元和2.50亿元。达达正在修订之前发布的2023财年前三季度未经审计的财务信息,并最终确定2023年第四季度和财年未经审计的简明合并财务报表。</p> <p> 除了公布审查结果外,<a href=\"https://laohu8.com/S/DADA\">达达集团</a>亦同时宣布了管理层变动。公告披露,曾担任公司总裁兼董事的何辉剑将在独立审查基本完成后辞职。目前领导达达快送业务的傅兵将担任公司临时总裁,并在董事会的指导下监督公司的业务运营,立即生效。</p><p>(文章来源:广州日报)</p> </div></body></html>","source":"stock_eastmoney","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>内部审计发现广告营销问题达达:为个别员工行为</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内部审计发现广告营销问题达达:为个别员工行为\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-07 04:01 北京时间 <a href=http://finance.eastmoney.com/a/202403073004088962.html><strong>广州日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月6日,达达集团发布公告称,针对此前内审主动发现的个别存疑业务的审查结果已明确,独立第三方机构审查结果表明,公司管理层没有参与策划,为个别员工所为。目前已对相关员工进行处理,公司后续将进一步规范企业治理和内部流程,严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘,达达股价下跌6.64%,股价报1.97美元/股,市值5.16亿美元。 1月8日,达达曾公告披露,在其例行内部...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202403073004088962.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4122":"互联网与直销零售","BK4155":"大卖场与超市","BK4588":"碎股","BK4558":"双十一","BK4563":"昨日强势股","DADA":"达达集团","BK4585":"ETF&股票定投概念"},"source_url":"http://finance.eastmoney.com/a/202403073004088962.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417223604","content_text":"3月6日,达达集团发布公告称,针对此前内审主动发现的个别存疑业务的审查结果已明确,独立第三方机构审查结果表明,公司管理层没有参与策划,为个别员工所为。目前已对相关员工进行处理,公司后续将进一步规范企业治理和内部流程,严格遵照相关法规进行透明、及时的信息披露。截至当地时间3月5日美股收盘,达达股价下跌6.64%,股价报1.97美元/股,市值5.16亿美元。 1月8日,达达曾公告披露,在其例行内部审计过程中,发现了某些可疑做法,这些做法可能会对公司2023年在线广告和营销服务的某些收入产生怀疑。 第三方机构独立审查了某些为了实现收入目标的在线广告和营销服务交易。这些交易涉及某些上游客户的付款和向某些下游供应商支付的现金资金,金额几乎相同,且缺乏任何明显的商业实质,没有可信的文件、商业记录或其他证据支持,并且在某些情况下,客户和供应商存在未公开的联系。达达表示,这些交易导致公司过去财务报表中某些收入和相关成本被夸大了。具体来说,2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度的净收入分别夸大了约人民币6900万元、4000万元、2.14亿元和2.45亿元。2022年第四季度、2023年第一季度、2023年第二季度和2023年第三季度公司的运营和支持成本分别夸大了约人民币7000万元、4200万元、2.14亿元和2.50亿元。达达正在修订之前发布的2023财年前三季度未经审计的财务信息,并最终确定2023年第四季度和财年未经审计的简明合并财务报表。 除了公布审查结果外,达达集团亦同时宣布了管理层变动。公告披露,曾担任公司总裁兼董事的何辉剑将在独立审查基本完成后辞职。目前领导达达快送业务的傅兵将担任公司临时总裁,并在董事会的指导下监督公司的业务运营,立即生效。(文章来源:广州日报)","news_type":1},"isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281801299472656,"gmtCreate":1709827533961,"gmtModify":1709827534983,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"依然看好特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>","listText":"依然看好特斯拉<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>","text":"依然看好特斯拉$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281801299472656","repostId":"2417148795","repostType":2,"repost":{"id":"2417148795","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1709826579,"share":"https://www.laohu8.com/m/news/2417148795?lang=&edition=full","pubTime":"2024-03-07 23:49","market":"us","language":"zh","title":"Gartner 表示,到 2027 年,电动汽车的生产成本将低于燃油汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2417148795","media":"Reuters","summary":"Gartner预计生产成本的下降速度将大大快于电池成本的下降速度,因为电池是电动汽车最昂贵的部分,约占汽车价格的40%。Gartner表示, 其分析的 驱动力来自于 \"简化生产成本的创新,如集中式汽车架构或有助于降低制造成本和缩短装配时间的千兆压铸机的引入\"。Gartner 表示,如果生产成本的降低以维修成本的增加为代价,那么消费者可能会产生反弹。Gartner还预计,到2027年,大约15%的电动汽车公司将被收购或破产。","content":"<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透社3月7日 - 市场研究公司Gartner周四表示,由于新的制造方法降低了生产成本,到2027年,电池电动汽车的 平均生产成本将低于同类内燃机汽车。</p><p>Gartner预计生产成本的下降速度将大大快于电池成本的下降速度,因为电池是电动汽车最昂贵的部分,约占汽车价格的40%。</p><p>Gartner表示, 其分析的 驱动力来自于 \"简化生产成本的创新,如集中式汽车架构或有助于降低制造成本和缩短装配时间的千兆压铸机的引入\"。</p><p> 千兆压铸机是美国市场领军企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 首创的大型铸造机,用于制造大型单件车身底板,简化生产流程,减少<a href=\"https://laohu8.com/S/300024\">机器人</a>的工作量。</p><p>\"Gartner研究副总裁佩德罗-帕切科(Pedro Pacheco)说:\"这种(,新技术),这意味着BEV达到内燃机成本平价的速度将比最初预期的快得多,但与此同时,这也将使BEV的某些维修成本大幅提高。</p><p>该市场研究公司预计,到 2027 年,发生严重事故后维修电动汽车车身和电池的平均成本将上升 30%。Gartner补充说,这可能会使发生碰撞的车辆更容易被全部注销,因为维修费用可能会超过残值。 </p><p>与电动汽车维修相关的高昂费用已经成为潜在买家的担忧。Gartner 表示,如果生产成本的降低以维修成本的增加为代价,那么消费者可能会产生反弹。</p><p>Gartner还预计,到2027年,大约15%的电动汽车公司将被收购或破产。</p><p>\"这并不意味着电动汽车行业正在崩溃。帕切科说:\"这并不意味着电动车行业正在崩溃,它只是进入了一个新的阶段,在这个阶段,拥有最佳产品和服务的公司将战胜其他公司。</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>Gartner 表示,到 2027 年,电动汽车的生产成本将低于燃油汽车</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\">\nGartner 表示,到 2027 年,电动汽车的生产成本将低于燃油汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-07 23:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>((自动化翻译由路透提供,请见免责声明 ))</p><p> 路透社3月7日 - 市场研究公司Gartner周四表示,由于新的制造方法降低了生产成本,到2027年,电池电动汽车的 平均生产成本将低于同类内燃机汽车。</p><p>Gartner预计生产成本的下降速度将大大快于电池成本的下降速度,因为电池是电动汽车最昂贵的部分,约占汽车价格的40%。</p><p>Gartner表示, 其分析的 驱动力来自于 \"简化生产成本的创新,如集中式汽车架构或有助于降低制造成本和缩短装配时间的千兆压铸机的引入\"。</p><p> 千兆压铸机是美国市场领军企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 首创的大型铸造机,用于制造大型单件车身底板,简化生产流程,减少<a href=\"https://laohu8.com/S/300024\">机器人</a>的工作量。</p><p>\"Gartner研究副总裁佩德罗-帕切科(Pedro Pacheco)说:\"这种(,新技术),这意味着BEV达到内燃机成本平价的速度将比最初预期的快得多,但与此同时,这也将使BEV的某些维修成本大幅提高。</p><p>该市场研究公司预计,到 2027 年,发生严重事故后维修电动汽车车身和电池的平均成本将上升 30%。Gartner补充说,这可能会使发生碰撞的车辆更容易被全部注销,因为维修费用可能会超过残值。 </p><p>与电动汽车维修相关的高昂费用已经成为潜在买家的担忧。Gartner 表示,如果生产成本的降低以维修成本的增加为代价,那么消费者可能会产生反弹。</p><p>Gartner还预计,到2027年,大约15%的电动汽车公司将被收购或破产。</p><p>\"这并不意味着电动汽车行业正在崩溃。帕切科说:\"这并不意味着电动车行业正在崩溃,它只是进入了一个新的阶段,在这个阶段,拥有最佳产品和服务的公司将战胜其他公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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30%。Gartner补充说,这可能会使发生碰撞的车辆更容易被全部注销,因为维修费用可能会超过残值。 与电动汽车维修相关的高昂费用已经成为潜在买家的担忧。Gartner 表示,如果生产成本的降低以维修成本的增加为代价,那么消费者可能会产生反弹。Gartner还预计,到2027年,大约15%的电动汽车公司将被收购或破产。\"这并不意味着电动汽车行业正在崩溃。帕切科说:\"这并不意味着电动车行业正在崩溃,它只是进入了一个新的阶段,在这个阶段,拥有最佳产品和服务的公司将战胜其他公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278277477716248,"gmtCreate":1708965058936,"gmtModify":1708965060182,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> AI+机器人是下一个巨型赛道。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> AI+机器人是下一个巨型赛道。","text":"$特斯拉(TSLA)$ AI+机器人是下一个巨型赛道。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278277477716248","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275665728442696,"gmtCreate":1708323873261,"gmtModify":1708323874820,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"老马的格局","listText":"老马的格局","text":"老马的格局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/275665728442696","repostId":"2412920170","repostType":2,"repost":{"id":"2412920170","pubTimestamp":1708314035,"share":"https://www.laohu8.com/m/news/2412920170?lang=&edition=full","pubTime":"2024-02-19 11:40","market":"us","language":"zh","title":"马斯克最新回应,特斯拉视频生成技术有望超越OpenAI","url":"https://stock-news.laohu8.com/highlight/detail?id=2412920170","media":"美股研究社","summary":"美股研究社讯,近日,特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此,马斯克表示,特斯拉的视频生成技术是世界上最好的,甚至超过OpenAI的Sora。据悉,2月16日,OpenAI宣布推出全新的生成式人工智能模型“Sora”。此外,据相关媒体报道,2月17日,市场预计,在最新一轮由风投公司Thrive Capital牵头融资中,OpenAI的估值有望超过800亿美元;而去年年初ChatGPT刚发布不久后,OpenAI的估值大约为290亿美元。","content":"<html><body><article><p>美股研究社讯,近日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。</p><p>对此,马斯克表示,特斯拉的视频生成技术是世界上最好的,甚至超过OpenAI的Sora。此前马斯克还暗示,特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。</p><img src=\"https://inews.gtimg.com/news_bt/ORh7kKiCoaYBEr4yMomOnWUJpWlSvzyakvswyoWqwjJ9UAA/0\"/><p>据悉,2月16日,OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示,Sora只是小试牛刀,它展现的不仅仅是一个视频制作的能力,而是大模型对真实世界有了理解和模拟之后,会带来新的成果和突破。</p><p>此外,据相关媒体报道,2月17日,市场预计,在最新一轮由风投公司Thrive Capital牵头融资中,OpenAI的估值有望超过800亿美元;而去年年初ChatGPT刚发布不久后,OpenAI的估值大约为290亿美元。</p></article></body></html>","source":"tencent","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>马斯克最新回应,特斯拉视频生成技术有望超越OpenAI</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马斯克最新回应,特斯拉视频生成技术有望超越OpenAI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-19 11:40 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社讯,近日,特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此,马斯克表示,特斯拉的视频生成技术是世界上最好的,甚至超过OpenAI的Sora。此前马斯克还暗示,特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。据悉,2月16日,OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示,Sora只是小试牛刀,它展现的不仅仅是一个视频制作的能力,而是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL 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Technology A2 SGD-H","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240219115623879ff1f5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2412920170","content_text":"美股研究社讯,近日,特斯拉CEO埃隆·马斯克在X平台上发帖展示了特斯拉的视频生成技术。对此,马斯克表示,特斯拉的视频生成技术是世界上最好的,甚至超过OpenAI的Sora。此前马斯克还暗示,特斯拉早在一年前就掌握了类似OpenAI的视频生成技术。据悉,2月16日,OpenAI宣布推出全新的生成式人工智能模型“Sora”。据业内人士表示,Sora只是小试牛刀,它展现的不仅仅是一个视频制作的能力,而是大模型对真实世界有了理解和模拟之后,会带来新的成果和突破。此外,据相关媒体报道,2月17日,市场预计,在最新一轮由风投公司Thrive Capital牵头融资中,OpenAI的估值有望超过800亿美元;而去年年初ChatGPT刚发布不久后,OpenAI的估值大约为290亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272185261109344,"gmtCreate":1707489309413,"gmtModify":1707489310561,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 人工智能的最后一个被遗忘的公司,木头姐的10大趋势、特斯拉中了3个,电动汽车+自动加速出租车+机器人","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 人工智能的最后一个被遗忘的公司,木头姐的10大趋势、特斯拉中了3个,电动汽车+自动加速出租车+机器人","text":"$特斯拉(TSLA)$ 人工智能的最后一个被遗忘的公司,木头姐的10大趋势、特斯拉中了3个,电动汽车+自动加速出租车+机器人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272185261109344","isVote":1,"tweetType":1,"viewCount":4828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269373950353504,"gmtCreate":1706781944291,"gmtModify":1706781945265,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"偶像。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","listText":"偶像。<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> ","text":"偶像。$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269373950353504","repostId":"1126412171","repostType":2,"repost":{"id":"1126412171","pubTimestamp":1706762694,"share":"https://www.laohu8.com/m/news/1126412171?lang=&edition=full","pubTime":"2024-02-01 12:44","market":"us","language":"zh","title":"全力支持马斯克,“木头姐”连续五天买入特斯拉股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1126412171","media":"新浪财经","summary":"自去年12月20日以来,“木头姐”的基金一直在加仓特斯拉。今年迄今,该公司累计买入了特斯拉价值逾1.5亿美元的股票。在特斯拉公布第四季度财报之后,伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。在上周的一次采访中,伍德被问及马斯克寻求获得特斯拉25%投票权的问题。","content":"<html><head></head><body><p>凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,但力度有所放缓,旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票,价值约124万美元。</p><p style=\"text-align: start;\">自去年12月20日以来,“木头姐”的基金一直在加仓特斯拉。今年迄今,该公司累计买入了特斯拉价值逾1.5亿美元的股票。</p><p style=\"text-align: start;\">这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。</p><p style=\"text-align: start;\">在特斯拉公布第四季度财报之后,伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。尽管遭遇挫折,Ark仍对特斯拉持乐观态度,预计该股到2027年将达到2000美元。这种乐观的估值在很大程度上归因于自动驾驶出租车服务的潜在成功。</p><p style=\"text-align: start;\">在上周的一次采访中,伍德被问及马斯克寻求获得特斯拉25%投票权的问题。作为回应,伍德称赞马斯克是“一位有远见的领导者,是我们的文艺复兴人物,是我们这个时代的发明者,”并表示Ark“完全支持”马斯克寻求对特斯拉的更多控制权。</p></body></html>","source":"XLCJ","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>全力支持马斯克,“木头姐”连续五天买入特斯拉股票</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全力支持马斯克,“木头姐”连续五天买入特斯拉股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-01 12:44 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持特斯拉股票,但力度有所放缓,旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票,价值约124万美元。自去年12月20日以来,“木头姐”的基金一直在加仓特斯拉。今年迄今,该公司累计买入了特斯拉价值逾1.5亿美元的股票。这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。在特斯拉公布第四季度财报之后,伍德领导的这家公司...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.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/8a7cba3c8c4e777b9f0bb94e22b8789c","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","BK4527":"明星科技股","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4592":"伊斯兰概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-02-01/doc-inafpfte5173557.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126412171","content_text":"凯茜·伍德的方舟投资管理公司周三连续第五个交易日增持特斯拉股票,但力度有所放缓,旗下两只基金ARKK和ARKW当天仅购入了6649股特斯拉股票,价值约124万美元。自去年12月20日以来,“木头姐”的基金一直在加仓特斯拉。今年迄今,该公司累计买入了特斯拉价值逾1.5亿美元的股票。这些交易突显了Ark对特斯拉的长期价值和在电动汽车市场的领导地位的信心。在特斯拉公布第四季度财报之后,伍德领导的这家公司在随后的五个交易日里不断买入特斯拉的股票。尽管遭遇挫折,Ark仍对特斯拉持乐观态度,预计该股到2027年将达到2000美元。这种乐观的估值在很大程度上归因于自动驾驶出租车服务的潜在成功。在上周的一次采访中,伍德被问及马斯克寻求获得特斯拉25%投票权的问题。作为回应,伍德称赞马斯克是“一位有远见的领导者,是我们的文艺复兴人物,是我们这个时代的发明者,”并表示Ark“完全支持”马斯克寻求对特斯拉的更多控制权。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266964909859008,"gmtCreate":1706186457270,"gmtModify":1706186458690,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"elon真是应该反思一下,脑子用在什么地方?1、model 3/Y 那么大销量,不让供应商降价降成本,2、老头乐车型不研发,不学习比亚迪,车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国,出来的车型怎么会适合中国市场?导致中国市场断档30-60万车型,也没20万以内车型<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"elon真是应该反思一下,脑子用在什么地方?1、model 3/Y 那么大销量,不让供应商降价降成本,2、老头乐车型不研发,不学习比亚迪,车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国,出来的车型怎么会适合中国市场?导致中国市场断档30-60万车型,也没20万以内车型<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"elon真是应该反思一下,脑子用在什么地方?1、model 3/Y 那么大销量,不让供应商降价降成本,2、老头乐车型不研发,不学习比亚迪,车海战术。直接挖特斯拉工程师、产品经理就行了。3、研发总部在美国,出来的车型怎么会适合中国市场?导致中国市场断档30-60万车型,也没20万以内车型$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266964909859008","repostId":"2406291712","repostType":2,"repost":{"id":"2406291712","pubTimestamp":1706185302,"share":"https://www.laohu8.com/m/news/2406291712?lang=&edition=full","pubTime":"2024-01-25 20:21","market":"sg","language":"zh","title":"销量继续放缓!马斯克又要睡工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2406291712","media":"格隆汇","summary":"花无百日红","content":"<html><body><p><span>昨日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布四季度及全年财务业绩,除了勉强达成的销量目标,业绩整体表现低于外界预期。</span></p><p><span>2023年第四季度,特斯拉报告营收为251.7亿美元,同比增3%,低于此前分析师预计的258.7亿美元,整体毛利率较2022年下滑了足足7.4%。</span></p><p><span>全年来看,由于汽车价格战影响,特斯拉盈利能力受到明显的冲击,七年来利润首降,营业利润同比下滑35%。</span></p><p><span>同时,四季度毛利率持续降低,毛利率仅为17.6%,比市场预期的18.3%更低,是自2019年以来的最低水平,较去年下降了超过6%。</span></p><p><span>特斯拉未来一年或仍然重复此起彼伏的定价策略,对今年的交付量预期已不那么自信乐观,市场对特斯拉创造利润的能力开始重新定价。</span></p><p><span>财报发布后,特斯拉股价应声下跌了5%,随后跌幅有所收窄,今年以来已下跌了16%。</span></p><p><img src=\"https://img3.gelonghui.com/c50a7-a0f1485e-ddee-4755-9878-957e29bb0c6d.png?guru_height=479&guru_width=735\"/></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">01</font></h3><h3><font color=\"#3daad6\">Model 3/Y下山,Cybertruck难成爆款</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><span>加上四季度的业绩,在完成销量目标(180万辆)的支撑下,公司去年营收继续缔造新高,共计968亿美元,但相比于前几年超50%的高速增长,去年15%的速度已经放缓。</span></p><p><img src=\"https://img3.gelonghui.com/f15ae-f63afa32-1b89-48d9-a90e-26cb6b256dc0.png?guru_height=483&guru_width=735\"/></p><p><span>其中降速比较明显的无疑是汽车收入,比2022年仅增长15%;光伏和储能业务增长54%,达到60.4亿美元。</span></p><p><span>关于特斯拉这份成绩单,需要关注的是毛利率一直在下滑的走势。</span></p><p><span>去年全年四个季度里,公司毛利率不断下滑,分别为</span><span><strong>19.3%、18.2%、17.9%、17.6%。</strong></span></p><p><span>原因也很清楚,这是为了应对需求放缓和竞争,才去降价策略导致的,而且这种趋势可能还会在今年继续加剧。</span></p><p><span>虽然四季度上海工厂重新回归生产,且换新的Model 3爬坡顺利,四季度销量48.5万、产量49.5万,双双创下历史新高。只是这个代价还是降价促销带来的,牺牲了利润追求销量,单车利润继续失守。</span></p><p><span>四季度,特斯拉每卖一辆车的收入(不含碳积分与汽车租赁销售)是4.35万美元,相比上个季度下降接近一千美元。</span></p><p><span>在过去1年多次降价后,本月12号特斯拉又再次在中国市场降价。此外,它还大幅削减了欧洲几款车型的价格。</span></p><p><span>如今中国市场的Model 3/Y 迎来了史上最低价,且都是焕新版,调整后其售价24.59万元/25.89万元,足足比其他发达国家市场便宜了10万元左右。</span></p><p><img src=\"https://img3.gelonghui.com/e734f-78c5651c-4d8b-4224-9e2a-a30b850a0acb.png?guru_height=493&guru_width=1080\"/></p><p><span>其他发达国家市场,除了补贴政策的自然退出,或因为从中国进口特斯拉,或因为装配电池使用了中国厂商的磷酸铁锂电池,导致补贴结束。</span></p><p><span>没了补贴,即使特斯拉在电车的局域市场仍然占据领先,也不得不面临激烈的竞争,面对卖得越来越火的混动车,纯电的竞争压力逐渐增加。</span></p><p><span>此外,特斯拉去年正式发售的Cybertruck面临严峻的产能爬坡。由于其独特的外观和设计,以及采用的高科技材料和生产工艺,使得该车型的制造过程比其他车型更为复杂。</span></p><p><span>特斯拉公布的德州工厂Cybertruck产能目前只有12.5万辆,对于全年180万辆以上的交付量,能够提供的增量并不大。马斯克曾在去年10月警告称,Cybertruck皮卡可能在一年到18个月内无法产生显著的现金流。</span></p><p><span>上海和加州工厂的产量比较稳定,主要的边际增量来自德州和德国的两个新厂,在产能上限允许的范围推算,今年的销量增加值大概在30-40万辆左右,对应2024年总销量,在210-220万辆,与分析师预测一致。</span></p><p><img src=\"https://img3.gelonghui.com/232b9-478db8c7-0f87-46d3-bd5a-1fa6b5c3a09b.png?guru_height=510&guru_width=740\"/></p><p><span><strong><span>也就是说,50%的销量增速在今年几乎不可能实现</span></strong></span><span>,而过去五年特斯拉的年化交付增速达到了127%。这次公司罕见地没有给出具体的交付目标,但交付量会放缓的信号已经不言自明,又不敢给得太明确。</span></p><p><span>与此同时,特斯拉的“死敌”——<a href=\"https://laohu8.com/S/002594\">比亚迪</a>去年销量同比增长约62%,突破300万量目标,去年四季度的纯电销量(52.64万辆)超过了拼命降价的特斯拉(48.45万辆),全球纯电车销量之王也正式易主。</span></p><p><span>一向骄傲的马斯克在社交媒体上强调了特斯拉的定位,认为特斯拉是家人工智能+<a href=\"https://laohu8.com/S/300024\">机器人</a>公司,但很多人仅仅认为是家汽车公司。</span></p><p><span><strong><span>万丈雄心,但远水解不了近渴。市场愿意为快速发展的AI付出溢价,但未必会为逐渐下滑的汽车业务继续买单。</span></strong></span></p><p><span>未来,特斯拉与中国车企的竞争将逐渐从中国市场扩散至全球市场,马斯克对竞争对手不吝赞美之词,称如果没有贸易壁垒,中国汽车制造商将“几乎干掉”外国竞争对手。</span></p><p><span>尽管多年以来特斯拉进入欧洲、中国地区市场成功扩张,在日本这个全球第三大汽车市场销量却一直平平。为获得新的销量增长点,特斯拉去年将Model 3/Y的价格下调过,但在去年外商进口车数量里,EV占比目前还不到10%。</span></p><p><span><strong><span>特斯拉的第一个增长浪潮始于Model 3/Y的全球扩张,近两年随着电动车竞争加剧,将降价优惠考虑进去,同价位每年都将涌现大量新车型,性价比甚至更优,Model 3/Y被熬成了明日黄花。</span></strong></span></p><p><span>在2025年下一代汽车平台再次出征前,特斯拉无疑要继续靠Model 3/Y挣钱,</span><span><strong>现在就是一个青黄不接的阶段。</strong></span></p><h3><font color=\"#3daad6\"><br/></font></h3><h3><font color=\"#3daad6\">02</font></h3><h3><font color=\"#3daad6\">失控?</font></h3><div><font color=\"#3daad6\"><br/></font></div><p><span>关于新车,特斯拉在财报交流上透露了重要信息:Model 3/Y 驱动的五年产品大周期将告一段落,下一代汽车预计将于2025年下半年投入生产。</span></p><p><span>过去公司一直表示,正在研发下一代汽车,定位上将更加注重实用性,力求满足更广泛消费者的出行需求,价格也将更为亲民,此前市场猜测,下一代汽车将会是一辆仅售2.5万美元的平价电动车。</span></p><p><span>虽然马斯克几乎没有提供有关这款车或其时间安排的细节,但在研发上“已经取得相当深入的进展”。</span></p><p><span>财报发布前,据路透社援引消息人士称,特斯拉计划于2025年年中开始生产一款代号为“Redwood”的新型大众市场电动汽车,其中两名知情人士将该车型描述为紧凑型跨界车。</span></p><p><span>两位消息人士称,特斯拉在去年向其供应商发布了“Redwood”车型的询价函,也就是招标邀请,并且他们计划每周生产1万辆该车型,这或使得特斯拉有能力与更便宜的汽油车以及日益增多的低成本电动汽车展开竞争。</span></p><p><span>特斯拉另一项颇受关注的业务——机器人有了新的进展,但并没有惊喜。</span></p><p><span>马斯克透露,部分擎天柱很有可能在明年某个时候交付。不过,考虑到特斯拉产品惯有的延期交付历史,普通消费者购买到擎天柱所花的时间可能比马斯克预期的要更长。</span></p><p><span>为了满足汽车、AI、机器人三项业务的支出需求,特斯拉预计今年要烧光100亿美元的资本开支,公司这艘巨舰一直在马斯克的宏伟愿景中行驶,但不要忘了,特斯拉是上市公司,管理层也要照顾股东的利益,而股东们手里的投票权,同样决定了特斯拉的发展方向。</span></p><p><span>马斯克对于投票权的担忧,首次在1月16日社交媒体上表露,称如果没有25%的投票权,自己宁愿在特斯拉之外打造产品。</span></p><p><span>25%的投票权是为了保障他能够把控特斯拉的航向——成为AI和机器人领域的领导者,决定不至于被推翻。</span></p><p><span>对于这一表态的回应,马斯克说他对渗透在特斯拉机构股东的激进分子保持着谨慎态度,所以更加支持同股不同权的双重股权架构,才不至于让公司彻底失去控制。</span></p><p><span><strong><span>内忧和外患是联系在一起的,这一担忧并不无道理,正如去年的Open AI闹剧一样。</span></strong></span></p><p><span>投资特斯拉的人,很多都是冲着马斯克去的,没有马斯克,特斯拉很可能将在接下去的电动车之争里翻车。注重短期利润,收益的股东,就算不吃马斯克伟大愿景这一套,也必须考虑马斯克不掌权的话对汽车业务基本盘的影响。</span></p><p><span>总的来说,在没有自动驾驶渗透率无法加速上升的情况下,目前只能靠新车平台的消息来支撑特斯拉的股价了。</span><span>(全文完)</span></p></body></html>","source":"gelonghui_highlight","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>销量继续放缓!马斯克又要睡工厂</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销量继续放缓!马斯克又要睡工厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-25 20:21 北京时间 <a href=https://www.gelonghui.com/p/688369><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日,特斯拉发布四季度及全年财务业绩,除了勉强达成的销量目标,业绩整体表现低于外界预期。2023年第四季度,特斯拉报告营收为251.7亿美元,同比增3%,低于此前分析师预计的258.7亿美元,整体毛利率较2022年下滑了足足7.4%。全年来看,由于汽车价格战影响,特斯拉盈利能力受到明显的冲击,七年来利润首降,营业利润同比下滑35%。同时,四季度毛利率持续降低,毛利率仅为17.6%,比市场预期的...</p>\n\n<a href=\"https://www.gelonghui.com/p/688369\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/298b5-65306567-b861-4bfa-b931-442d1177d64d.png?guru_height=803&guru_width=1280","relate_stocks":{"TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","BK4588":"碎股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股"},"source_url":"https://www.gelonghui.com/p/688369","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2406291712","content_text":"昨日,特斯拉发布四季度及全年财务业绩,除了勉强达成的销量目标,业绩整体表现低于外界预期。2023年第四季度,特斯拉报告营收为251.7亿美元,同比增3%,低于此前分析师预计的258.7亿美元,整体毛利率较2022年下滑了足足7.4%。全年来看,由于汽车价格战影响,特斯拉盈利能力受到明显的冲击,七年来利润首降,营业利润同比下滑35%。同时,四季度毛利率持续降低,毛利率仅为17.6%,比市场预期的18.3%更低,是自2019年以来的最低水平,较去年下降了超过6%。特斯拉未来一年或仍然重复此起彼伏的定价策略,对今年的交付量预期已不那么自信乐观,市场对特斯拉创造利润的能力开始重新定价。财报发布后,特斯拉股价应声下跌了5%,随后跌幅有所收窄,今年以来已下跌了16%。01Model 3/Y下山,Cybertruck难成爆款加上四季度的业绩,在完成销量目标(180万辆)的支撑下,公司去年营收继续缔造新高,共计968亿美元,但相比于前几年超50%的高速增长,去年15%的速度已经放缓。其中降速比较明显的无疑是汽车收入,比2022年仅增长15%;光伏和储能业务增长54%,达到60.4亿美元。关于特斯拉这份成绩单,需要关注的是毛利率一直在下滑的走势。去年全年四个季度里,公司毛利率不断下滑,分别为19.3%、18.2%、17.9%、17.6%。原因也很清楚,这是为了应对需求放缓和竞争,才去降价策略导致的,而且这种趋势可能还会在今年继续加剧。虽然四季度上海工厂重新回归生产,且换新的Model 3爬坡顺利,四季度销量48.5万、产量49.5万,双双创下历史新高。只是这个代价还是降价促销带来的,牺牲了利润追求销量,单车利润继续失守。四季度,特斯拉每卖一辆车的收入(不含碳积分与汽车租赁销售)是4.35万美元,相比上个季度下降接近一千美元。在过去1年多次降价后,本月12号特斯拉又再次在中国市场降价。此外,它还大幅削减了欧洲几款车型的价格。如今中国市场的Model 3/Y 迎来了史上最低价,且都是焕新版,调整后其售价24.59万元/25.89万元,足足比其他发达国家市场便宜了10万元左右。其他发达国家市场,除了补贴政策的自然退出,或因为从中国进口特斯拉,或因为装配电池使用了中国厂商的磷酸铁锂电池,导致补贴结束。没了补贴,即使特斯拉在电车的局域市场仍然占据领先,也不得不面临激烈的竞争,面对卖得越来越火的混动车,纯电的竞争压力逐渐增加。此外,特斯拉去年正式发售的Cybertruck面临严峻的产能爬坡。由于其独特的外观和设计,以及采用的高科技材料和生产工艺,使得该车型的制造过程比其他车型更为复杂。特斯拉公布的德州工厂Cybertruck产能目前只有12.5万辆,对于全年180万辆以上的交付量,能够提供的增量并不大。马斯克曾在去年10月警告称,Cybertruck皮卡可能在一年到18个月内无法产生显著的现金流。上海和加州工厂的产量比较稳定,主要的边际增量来自德州和德国的两个新厂,在产能上限允许的范围推算,今年的销量增加值大概在30-40万辆左右,对应2024年总销量,在210-220万辆,与分析师预测一致。也就是说,50%的销量增速在今年几乎不可能实现,而过去五年特斯拉的年化交付增速达到了127%。这次公司罕见地没有给出具体的交付目标,但交付量会放缓的信号已经不言自明,又不敢给得太明确。与此同时,特斯拉的“死敌”——比亚迪去年销量同比增长约62%,突破300万量目标,去年四季度的纯电销量(52.64万辆)超过了拼命降价的特斯拉(48.45万辆),全球纯电车销量之王也正式易主。一向骄傲的马斯克在社交媒体上强调了特斯拉的定位,认为特斯拉是家人工智能+机器人公司,但很多人仅仅认为是家汽车公司。万丈雄心,但远水解不了近渴。市场愿意为快速发展的AI付出溢价,但未必会为逐渐下滑的汽车业务继续买单。未来,特斯拉与中国车企的竞争将逐渐从中国市场扩散至全球市场,马斯克对竞争对手不吝赞美之词,称如果没有贸易壁垒,中国汽车制造商将“几乎干掉”外国竞争对手。尽管多年以来特斯拉进入欧洲、中国地区市场成功扩张,在日本这个全球第三大汽车市场销量却一直平平。为获得新的销量增长点,特斯拉去年将Model 3/Y的价格下调过,但在去年外商进口车数量里,EV占比目前还不到10%。特斯拉的第一个增长浪潮始于Model 3/Y的全球扩张,近两年随着电动车竞争加剧,将降价优惠考虑进去,同价位每年都将涌现大量新车型,性价比甚至更优,Model 3/Y被熬成了明日黄花。在2025年下一代汽车平台再次出征前,特斯拉无疑要继续靠Model 3/Y挣钱,现在就是一个青黄不接的阶段。02失控?关于新车,特斯拉在财报交流上透露了重要信息:Model 3/Y 驱动的五年产品大周期将告一段落,下一代汽车预计将于2025年下半年投入生产。过去公司一直表示,正在研发下一代汽车,定位上将更加注重实用性,力求满足更广泛消费者的出行需求,价格也将更为亲民,此前市场猜测,下一代汽车将会是一辆仅售2.5万美元的平价电动车。虽然马斯克几乎没有提供有关这款车或其时间安排的细节,但在研发上“已经取得相当深入的进展”。财报发布前,据路透社援引消息人士称,特斯拉计划于2025年年中开始生产一款代号为“Redwood”的新型大众市场电动汽车,其中两名知情人士将该车型描述为紧凑型跨界车。两位消息人士称,特斯拉在去年向其供应商发布了“Redwood”车型的询价函,也就是招标邀请,并且他们计划每周生产1万辆该车型,这或使得特斯拉有能力与更便宜的汽油车以及日益增多的低成本电动汽车展开竞争。特斯拉另一项颇受关注的业务——机器人有了新的进展,但并没有惊喜。马斯克透露,部分擎天柱很有可能在明年某个时候交付。不过,考虑到特斯拉产品惯有的延期交付历史,普通消费者购买到擎天柱所花的时间可能比马斯克预期的要更长。为了满足汽车、AI、机器人三项业务的支出需求,特斯拉预计今年要烧光100亿美元的资本开支,公司这艘巨舰一直在马斯克的宏伟愿景中行驶,但不要忘了,特斯拉是上市公司,管理层也要照顾股东的利益,而股东们手里的投票权,同样决定了特斯拉的发展方向。马斯克对于投票权的担忧,首次在1月16日社交媒体上表露,称如果没有25%的投票权,自己宁愿在特斯拉之外打造产品。25%的投票权是为了保障他能够把控特斯拉的航向——成为AI和机器人领域的领导者,决定不至于被推翻。对于这一表态的回应,马斯克说他对渗透在特斯拉机构股东的激进分子保持着谨慎态度,所以更加支持同股不同权的双重股权架构,才不至于让公司彻底失去控制。内忧和外患是联系在一起的,这一担忧并不无道理,正如去年的Open AI闹剧一样。投资特斯拉的人,很多都是冲着马斯克去的,没有马斯克,特斯拉很可能将在接下去的电动车之争里翻车。注重短期利润,收益的股东,就算不吃马斯克伟大愿景这一套,也必须考虑马斯克不掌权的话对汽车业务基本盘的影响。总的来说,在没有自动驾驶渗透率无法加速上升的情况下,目前只能靠新车平台的消息来支撑特斯拉的股价了。(全文完)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265883831566632,"gmtCreate":1705931373499,"gmtModify":1705931375259,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"特斯拉的采购是不是有什么猫腻?怎么电池成本下降那么快,以及其他零部件的销量提升采购规模扩大,特斯拉成本不降吗?","listText":"特斯拉的采购是不是有什么猫腻?怎么电池成本下降那么快,以及其他零部件的销量提升采购规模扩大,特斯拉成本不降吗?","text":"特斯拉的采购是不是有什么猫腻?怎么电池成本下降那么快,以及其他零部件的销量提升采购规模扩大,特斯拉成本不降吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265883831566632","repostId":"264531540987912","repostType":1,"repost":{"id":264531540987912,"gmtCreate":1705604136617,"gmtModify":1705926850410,"author":{"id":"3527667584262733","authorId":"3527667584262733","authorIdStr":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【财报期权策略】特斯拉测试200支撑,Q4财报是绝地反转的最后机会?","htmlText":"基本面概述Q3回顾:由于工厂升级,特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元,同比温和增长8.8%。调整后的每股收益为0.66美元,与去年相比下降了37%。毛利率保持在17.9%,连续第三个季度低于20%。由于第三季度表现平平,特斯拉的股价在10月底一度跌破200美元。然而,在美联储降息预期的推动下,自去年11月以来,该股一直在稳步反弹。Q4关注点:Q4特斯拉的交付量超出了华尔街的预期,生产了494989辆汽车,交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量,但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现,尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而,特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格,可能会抵消高利率对消费者信心的影响,这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道,下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位,跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示,特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中,特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩, 特斯拉更有可能在公布业绩后的第一天走高,平均涨幅为0.7%,平均幅度为±2.6%。期权价格预计波动幅度为±8.4%,而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%,最低价格变动幅度为-14.8%。在 68% 的回测案例中,跨式期权当天就失去了价值。平均而言,期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","listText":"基本面概述Q3回顾:由于工厂升级,特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元,同比温和增长8.8%。调整后的每股收益为0.66美元,与去年相比下降了37%。毛利率保持在17.9%,连续第三个季度低于20%。由于第三季度表现平平,特斯拉的股价在10月底一度跌破200美元。然而,在美联储降息预期的推动下,自去年11月以来,该股一直在稳步反弹。Q4关注点:Q4特斯拉的交付量超出了华尔街的预期,生产了494989辆汽车,交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量,但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现,尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而,特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格,可能会抵消高利率对消费者信心的影响,这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道,下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位,跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示,特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中,特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩, 特斯拉更有可能在公布业绩后的第一天走高,平均涨幅为0.7%,平均幅度为±2.6%。期权价格预计波动幅度为±8.4%,而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%,最低价格变动幅度为-14.8%。在 68% 的回测案例中,跨式期权当天就失去了价值。平均而言,期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","text":"基本面概述Q3回顾:由于工厂升级,特斯拉第三季度的交付量下降到430,488辆。Q3收入为233.5亿美元,同比温和增长8.8%。调整后的每股收益为0.66美元,与去年相比下降了37%。毛利率保持在17.9%,连续第三个季度低于20%。由于第三季度表现平平,特斯拉的股价在10月底一度跌破200美元。然而,在美联储降息预期的推动下,自去年11月以来,该股一直在稳步反弹。Q4关注点:Q4特斯拉的交付量超出了华尔街的预期,生产了494989辆汽车,交付了484507辆。Model 3/Y贡献了461,538台。尽管在2023年实现了创纪录的181万辆的年交付量,但没有达到马斯克200万辆的目标。Q4财报投资者可能会密切关注特斯拉第四季度的毛利率表现,尤其是考虑到特斯拉11月份在中国销售的汽车连续四次涨价。价格调整可能旨在利用投资者“高买低卖”的心理来刺激销售。然而,特斯拉还降低了2023年最后一个季度在美国和加拿大销售的库存汽车的价格,可能会抵消高利率对消费者信心的影响,这表明第四季度毛利率可能会进一步下降。技术分析特斯拉在中长期内处于下跌趋势通道,下跌趋势意味着市场购买积极性下降。该股正在测试214美元的支撑位,跌破214美元意味着下行动力更强。下一支撑位是200。历史统计如图所示,特斯拉财报前一周股价绝对平均回报为±4.8%。财报当天绝对平均回报为±7%。在之前发布的12次财报中,特斯拉的股价有8次在发布后下跌。根据之前发布的12份业绩, 特斯拉更有可能在公布业绩后的第一天走高,平均涨幅为0.7%,平均幅度为±2.6%。期权价格预计波动幅度为±8.4%,而实际波动幅度为±6.8%。最高价格变动幅度为+19.7%,最低价格变动幅度为-14.8%。在 68% 的回测案例中,跨式期权当天就失去了价值。平均而言,期权跨式期权的 1 天回报率为 -12.5%。通常意义上特斯拉不适合跨式","images":[{"img":"https://static.tigerbbs.com/98e9a7155e1d3429eda99f62ef50b68d","width":"2016","height":"1120"},{"img":"https://static.tigerbbs.com/079440d435958e225c664027bb781ef3","width":"2264","height":"1182"},{"img":"https://static.tigerbbs.com/81c968a6ddc0758ad3983aa03969f06e","width":"1045","height":"1707"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264531540987912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264104633663736,"gmtCreate":1705495873157,"gmtModify":1705495874581,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"梦里啥都有","listText":"梦里啥都有","text":"梦里啥都有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264104633663736","repostId":"1158980302","repostType":2,"repost":{"id":"1158980302","pubTimestamp":1705458375,"share":"https://www.laohu8.com/m/news/1158980302?lang=&edition=full","pubTime":"2024-01-17 10:26","market":"hk","language":"en","title":"China's Economy Expanded 5.2% Last Year, Hitting Target of About 5% Even Though Recovery Is Uneven","url":"https://stock-news.laohu8.com/highlight/detail?id=1158980302","media":"Yahoo Finance","summary":"China’s economy for the October-December quarter grew at a quicker rate, allowing the Chinese government to hit its target of about 5% annual growth for 2023 even though trade data and the economic re","content":"<html><head></head><body><p>China’s economy for the October-December quarter grew at a quicker rate, allowing the Chinese government to hit its target of about 5% annual growth for 2023 even though trade data and the economic recovery remain uneven.</p><p style=\"text-align: start;\">Official data released Wednesday showed that the Chinese economy grew 5.2% for 2023, surpassing the target of ‘about 5%’ that the government had set.</p><p style=\"text-align: start;\">The growth for 2023 is likely helped by 2022’s GDP of just 3% as China’s economy slowed due to COVID-19 and a nationwide lockdown.</p><p style=\"text-align: start;\">For the fourth quarter, China’s gross domestic product also grew at 5.2% compared to the same time last year.</p><p style=\"text-align: start;\">On a quarterly basis, the economy rose 1% in Q4, slowing from the expansion of 1.3% in Jul-Sep.</p><p style=\"text-align: start;\">Officials from China’s National Bureau of Statistics said that measures including “strengthened macro regulation, and redoubled efforts to expand domestic demand, optimize structure, boost confidence and prevent and defuse risks” had helped improve the momentum of recovery, supply and demand.</p><p style=\"text-align: start;\">Industrial output, which measures activity in the manufacturing, mining and utilities sectors, rose 4.6% in 2023 compared to a year earlier, while retail sales of consumer goods grew 7.2%.</p><p style=\"text-align: start;\">Chinese premier Li Qiang said at the World Economic Forum on Tuesday that China had achieved its economic target without resorting to “massive stimulus.”</p><p style=\"text-align: start;\">He said that China had “good and solid fundamentals in its long-term development” and despite some setbacks, the positive trend for the economy will not change.</p></body></html>","source":"yahoofinance_sg","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>China's Economy Expanded 5.2% Last Year, Hitting Target of About 5% Even Though Recovery Is Uneven</title>\n<style 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}\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\">\nChina's Economy Expanded 5.2% Last Year, Hitting Target of About 5% Even Though Recovery Is Uneven\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-17 10:26 GMT+8 <a href=https://finance.yahoo.com/news/chinas-economy-expanded-5-2-020717992.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>China’s economy for the October-December quarter grew at a quicker rate, allowing the Chinese government to hit its target of about 5% annual growth for 2023 even though trade data and the economic ...</p>\n\n<a href=\"https://finance.yahoo.com/news/chinas-economy-expanded-5-2-020717992.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"https://finance.yahoo.com/news/chinas-economy-expanded-5-2-020717992.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158980302","content_text":"China’s economy for the October-December quarter grew at a quicker rate, allowing the Chinese government to hit its target of about 5% annual growth for 2023 even though trade data and the economic recovery remain uneven.Official data released Wednesday showed that the Chinese economy grew 5.2% for 2023, surpassing the target of ‘about 5%’ that the government had set.The growth for 2023 is likely helped by 2022’s GDP of just 3% as China’s economy slowed due to COVID-19 and a nationwide lockdown.For the fourth quarter, China’s gross domestic product also grew at 5.2% compared to the same time last year.On a quarterly basis, the economy rose 1% in Q4, slowing from the expansion of 1.3% in Jul-Sep.Officials from China’s National Bureau of Statistics said that measures including “strengthened macro regulation, and redoubled efforts to expand domestic demand, optimize structure, boost confidence and prevent and defuse risks” had helped improve the momentum of recovery, supply and demand.Industrial output, which measures activity in the manufacturing, mining and utilities sectors, rose 4.6% in 2023 compared to a year earlier, while retail sales of consumer goods grew 7.2%.Chinese premier Li Qiang said at the World Economic Forum on Tuesday that China had achieved its economic target without resorting to “massive stimulus.”He said that China had “good and solid fundamentals in its long-term development” and despite some setbacks, the positive trend for the economy will not change.","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263684915568960,"gmtCreate":1705411951348,"gmtModify":1705465941276,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>坚信特斯拉","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>坚信特斯拉","text":"$特斯拉(TSLA)$ 坚信特斯拉","images":[{"img":"https://static.tigerbbs.com/bab34495b2b78e9d877f8e8fcf099554","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/263684915568960","isVote":1,"tweetType":1,"viewCount":4396,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4108555972164230","authorId":"4108555972164230","authorIdStr":"4108555972164230","name":"保护我的小橘白","avatar":"https://static.tigerbbs.com/3af509753aca26181450c343e9c59809","crmLevel":9,"crmLevelSwitch":1},"content":"哈哈,比你好点有限[喷血] ","text":"哈哈,比你好点有限[喷血] ","html":"哈哈,比你好点有限[喷血] "}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":263679837511960,"gmtCreate":1705397160195,"gmtModify":1705397161763,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"特斯拉的单车成本从来不下降的吗?好奇怪","listText":"特斯拉的单车成本从来不下降的吗?好奇怪","text":"特斯拉的单车成本从来不下降的吗?好奇怪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263679837511960","repostId":"1112156034","repostType":2,"repost":{"id":"1112156034","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706014846,"share":"https://www.laohu8.com/m/news/1112156034?lang=&edition=full","pubTime":"2024-01-23 21:00","market":"us","language":"en","title":"Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1112156034","media":"Tiger Newspress","summary":"Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a","content":"<html><head></head><body><blockquote><p>Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg's unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla's revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla's stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk's 2 million goal. As such, market response has been muted.</p><p style=\"text-align: start;\">Tesla's stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla's four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the "buy high, sell low" psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p>Tesla's 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><h2 id=\"id_3754263283\">Tesla's Performance in 2024</h2><p>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany's subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p>The company's advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p>Tesla's main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</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>Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance</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 Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-23 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg's unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla's revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla's stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk's 2 million goal. As such, market response has been muted.</p><p style=\"text-align: start;\">Tesla's stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla's four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the "buy high, sell low" psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p>Tesla's 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><h2 id=\"id_3754263283\">Tesla's Performance in 2024</h2><p>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany's subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p>The company's advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p>Tesla's main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112156034","content_text":"Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla, Inc. is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg's unanimous expectations.Previous Quarter ReviewTesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla's revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.Due to the underwhelming performance in Q3, Tesla's stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.Gross Profit Margin May DeclineIn Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk's 2 million goal. As such, market response has been muted.Tesla's stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla's four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.The price adjustments might be aimed at leveraging the \"buy high, sell low\" psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla's 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.Tesla's Performance in 2024Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany's subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.The company's advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.Tesla's main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261823647346896,"gmtCreate":1704948445394,"gmtModify":1704948446500,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>各大机构舍命狂奔,没救了","listText":"<a href=\"https://laohu8.com/S/03650\">$KEEP(03650)$ </a>各大机构舍命狂奔,没救了","text":"$KEEP(03650)$ 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14:30","market":"other","language":"zh","title":"长安汽车与蔚来签约,开展换电业务合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1165512322","media":"老虎资讯综合","summary":"据$蔚来(NIO)$微博消息,11月21日,$长安汽车(000625)$与$蔚来(NIO.SI)$在重庆签署换电业务合作协议,双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作,共同推进汽车行业高质量发展和低碳转型。","content":"<html><head></head><body><p>11月21日下午消息,<a href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议,双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊,长安汽车副总裁王辉,深蓝汽车总经理邓承浩,蔚来联合创始人、总裁秦力洪,蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示:“从充换电业务开始的第一天,蔚来就决定向全行业开放。与互联网云服务基础设施一样,蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展,蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验,蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业,长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作,蔚来和长安汽车将共同推进新能源汽车产业高质量发展,推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示:“在国家大力发展新能源、智能网联汽车的背景下,蔚来换电模式的落地,具有里程碑意义,长安汽车和蔚来此次换电业务合作,将推动新能源汽车产业进一步高质量发展,意义重大。未来,长安汽车将不仅仅在换电领域与蔚来合作,也将在其他平台性、基础性生态领域,从能源、充换电、整车、生态等方面,持续加强和蔚来的合作,共同推动产业高质量发展格局的构建,形成共创共享、互利互惠的良性生态。”</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>长安汽车与蔚来签约,开展换电业务合作</title>\n<style 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href=\"https://laohu8.com/S/000625\">长安汽车</a>与<a href=\"https://laohu8.com/S/NIO\">蔚来</a>在重庆签署换电业务合作协议,双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/861ec7b016c845d6ab75782717b820b0\" tg-width=\"690\" tg-height=\"460\"/></p><p>长安汽车董事长、党委书记朱华荣与<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊,长安汽车副总裁王辉,深蓝汽车总经理邓承浩,蔚来联合创始人、总裁秦力洪,蔚来高级副总裁沈斐等出席活动。</p><p style=\"text-align: start;\">蔚来创始人、董事长、CEO李斌表示:“从充换电业务开始的第一天,蔚来就决定向全行业开放。与互联网云服务基础设施一样,蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展,蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验,蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业,长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作,蔚来和长安汽车将共同推进新能源汽车产业高质量发展,推动汽车行业的低碳转型。”</p><p style=\"text-align: start;\">长安汽车董事长、党委书记朱华荣表示:“在国家大力发展新能源、智能网联汽车的背景下,蔚来换电模式的落地,具有里程碑意义,长安汽车和蔚来此次换电业务合作,将推动新能源汽车产业进一步高质量发展,意义重大。未来,长安汽车将不仅仅在换电领域与蔚来合作,也将在其他平台性、基础性生态领域,从能源、充换电、整车、生态等方面,持续加强和蔚来的合作,共同推动产业高质量发展格局的构建,形成共创共享、互利互惠的良性生态。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK4574":"无人驾驶","000625":"长安汽车","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","NIO":"蔚来","BK4532":"文艺复兴科技持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK0188":"融资融券","BK1119":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","09866":"蔚来-SW","BK0010":"央企","BK4555":"新能源车","BK0028":"国家队","BK4509":"腾讯概念","BK1588":"回港中概股","NIO.SI":"蔚来","BK0264":"汽车制造","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK0014":"新能源汽车","BK4588":"碎股","BK4526":"热门中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165512322","content_text":"11月21日下午消息,长安汽车与蔚来在重庆签署换电业务合作协议,双方将在推动换电电池标准建立、换电网络建设与共享、换电车型研发、建立高效的电池资产管理机制等方面展开合作。长安汽车董事长、党委书记朱华荣与蔚来创始人、董事长、CEO李斌座谈并见证签约。长安汽车总裁王俊,长安汽车副总裁王辉,深蓝汽车总经理邓承浩,蔚来联合创始人、总裁秦力洪,蔚来高级副总裁沈斐等出席活动。蔚来创始人、董事长、CEO李斌表示:“从充换电业务开始的第一天,蔚来就决定向全行业开放。与互联网云服务基础设施一样,蔚来换电网络和蔚来能源云也是走了一条基建先行、内部闭环、全场景验证、对外开放的道路。经过5年的发展,蔚来换电网络和蔚来能源云在研发、建设、运营等方面已经积累了丰富的经验,蔚来换电业务已经做好了向行业开放的准备。作为中国汽车市场的领军企业,长安汽车向电动化转型的决心和行动令人钦佩。通过此次合作,蔚来和长安汽车将共同推进新能源汽车产业高质量发展,推动汽车行业的低碳转型。”长安汽车董事长、党委书记朱华荣表示:“在国家大力发展新能源、智能网联汽车的背景下,蔚来换电模式的落地,具有里程碑意义,长安汽车和蔚来此次换电业务合作,将推动新能源汽车产业进一步高质量发展,意义重大。未来,长安汽车将不仅仅在换电领域与蔚来合作,也将在其他平台性、基础性生态领域,从能源、充换电、整车、生态等方面,持续加强和蔚来的合作,共同推动产业高质量发展格局的构建,形成共创共享、互利互惠的良性生态。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2922,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494214634965176","authorId":"3494214634965176","authorIdStr":"3494214634965176","name":"人民币美元一起赚","avatar":"https://static.tigerbbs.com/6845c89d635ab87c3f0eac3271f3d048","crmLevel":1,"crmLevelSwitch":0},"content":"去开个纯电车到外面商业充电站体验一把,你能一个小时充满电给大家发个消息再来谈","text":"去开个纯电车到外面商业充电站体验一把,你能一个小时充满电给大家发个消息再来谈","html":"去开个纯电车到外面商业充电站体验一把,你能一个小时充满电给大家发个消息再来谈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291629264240848,"gmtCreate":1712224439299,"gmtModify":1712225701476,"author":{"id":"3538194101606247","authorId":"3538194101606247","authorIdStr":"3538194101606247","name":"MarsDaddy","avatar":"https://static.tigerbbs.com/bd268c394c0698a41a1c330ba7c62283","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"倒车接人,给更多人上车的机会","listText":"倒车接人,给更多人上车的机会","text":"倒车接人,给更多人上车的机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/291629264240848","repostId":"291445752516912","repostType":1,"repost":{"id":291445752516912,"gmtCreate":1712179636691,"gmtModify":1712232003723,"author":{"id":"3548965887849927","authorId":"3548965887849927","authorIdStr":"3548965887849927","name":"yifannafiy","avatar":"https://static.tigerbbs.com/420913b6eb41e67c4ece99da6f894de9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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Going forward, we remain committed to further improving our financials and creating value for all stakeholders."</p><p>Bilibili shares dropped 3% in aftermarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/13a402c5f08c296e9b97ac127fae2a5a\" tg-width=\"838\" tg-height=\"621\"/></p><p></p></body></html>","source":"seekingalpha","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>Bilibili Non-GAAP EPS of -$0.29 Misses By $0.03, Revenue of $795.7M Misses By $1.51M</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\">\nBilibili Non-GAAP EPS of -$0.29 Misses By $0.03, Revenue of $795.7M Misses By $1.51M\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-29 18:14 GMT+8 <a href=https://seekingalpha.com/news/4041018-bilibili-non-gaap-eps-of-0_29-misses-0_03-revenue-of-795_7m-misses-1_51m><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bilibili press release (NASDAQ:BILI): Q3 Non-GAAP EPS of -$0.29 misses by $0.03.Revenue of $795.7M (flat Y/Y) misses by $1.51M.Average daily active users (DAUs) were 102.8M, representing an increase ...</p>\n\n<a href=\"https://seekingalpha.com/news/4041018-bilibili-non-gaap-eps-of-0_29-misses-0_03-revenue-of-795_7m-misses-1_51m\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"https://seekingalpha.com/news/4041018-bilibili-non-gaap-eps-of-0_29-misses-0_03-revenue-of-795_7m-misses-1_51m","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1183647743","content_text":"Bilibili press release (NASDAQ:BILI): Q3 Non-GAAP EPS of -$0.29 misses by $0.03.Revenue of $795.7M (flat Y/Y) misses by $1.51M.Average daily active users (DAUs) were 102.8M, representing an increase of 14% from the same period of 2022.Mr. Sam Fan, chief financial officer of Bilibili, said, \"While we grew our DAUs, we further reined in our total operating expenses by 12% and narrowed our adjusted net loss by 51%, both year-over-year. Notably, our operating cash flow turned positive in the third quarter, showing our operations have entered a positive cycle. Going forward, we remain committed to further improving our financials and creating value for all stakeholders.\"Bilibili shares dropped 3% in aftermarket trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3442881788388879","authorId":"3442881788388879","authorIdStr":"3442881788388879","name":"百万手速王","avatar":"https://static.laohu8.com/bb3291853da6afb3ac7acb6f16c40903","crmLevel":6,"crmLevelSwitch":0},"content":"确实,应该学PDD搞海外业务。比如与索尼或者任天堂研发主机直播的商业模式,或者和米哈游合作搞游戏内直播。未来肯定是直播和短视频的天下,你不占领高地别人就占领了。","text":"确实,应该学PDD搞海外业务。比如与索尼或者任天堂研发主机直播的商业模式,或者和米哈游合作搞游戏内直播。未来肯定是直播和短视频的天下,你不占领高地别人就占领了。","html":"确实,应该学PDD搞海外业务。比如与索尼或者任天堂研发主机直播的商业模式,或者和米哈游合作搞游戏内直播。未来肯定是直播和短视频的天下,你不占领高地别人就占领了。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}