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天悦哥哥
02-08
2024估计涨50%
PayPal Q4业绩超预期,2024年指引令人失望
天悦哥哥
2023-03-28
$硅谷银行(SIVBQ)$
退市为啥不显示归零呀
天悦哥哥
2023-03-23
木头姐,太好笑了
直线跳水!突遭兴登堡做空,Block跌超20%
天悦哥哥
2023-01-15
已经加了杠杆买了。特斯拉
老虎锐评 | 特斯拉终于把“战火”烧向了传统车企
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07:27","market":"us","language":"zh","title":"PayPal Q4业绩超预期,2024年指引令人失望","url":"https://stock-news.laohu8.com/highlight/detail?id=2409892637","media":"智通财经","summary":"周三美股盘后,金融科技公司$PayPal$公布2023年第四季度业绩。PayPal表示,由于公司继续致力于削减成本和精简业务,预计2024年全年调整后每股收益为5.10美元,与上年同期持平。PayPal上个月底宣布,将裁员约9%,这是首席执行官Alex Chriss重振这家金融科技公司盈利增长计划的一部分。去年11月,他将PayPal进展缓慢归咎于其成本基础和复杂的架构。Chriss在第四季度对PayPal的领导层和业务线进行了调整,Chriss表示,他将继续考虑放弃不盈利的业务。截至发稿,PayPal盘后跌近8%。","content":"<html><head></head><body><p>周三美股盘后,金融科技公司<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>公布2023年第四季度业绩。数据显示,该公司Q4净营收为80.3亿美元,同比增长8.7%,好于市场预期;调整后每股收益为1.48美元,高于市场预期的1.36美元。</p><p>第四季度支付总额增长15%,至4098亿美元,超过市场预期的4036亿美元。</p><p>PayPal表示,由于公司继续致力于削减成本和精简业务,预计2024年全年调整后每股收益为5.10美元,与上年同期持平。分析师平均预期为5.53美元。</p><p>PayPal上个月底宣布,将裁员约9%,这是首席执行官Alex Chriss重振这家金融科技公司盈利增长计划的一部分。去年11月,他将PayPal进展缓慢归咎于其成本基础和复杂的架构。</p><p>Chriss表示,公司仍有大量的费用可以重新评估,而不仅仅是员工人数,因为公司正在努力提高效率。“我们将继续在整个公司进行审查。”</p><p>交易利润总额达36.7亿美元。该指标是衡量公司费用控制的关键指标,与上年同期相比变化不大。</p><p>Chriss在第四季度对PayPal的领导层和业务线进行了调整,Chriss表示,他将继续考虑放弃不盈利的业务。</p><p>截至发稿,PayPal盘后跌近8%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e7f9639cac773cb31aebb4890d48fc1\" tg-width=\"315\" tg-height=\"140\"/></p><p></p></body></html>","source":"stock_zhitongcaijing","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>PayPal Q4业绩超预期,2024年指引令人失望</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\">\nPayPal Q4业绩超预期,2024年指引令人失望\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 07:27 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1070662.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三美股盘后,金融科技公司PayPal公布2023年第四季度业绩。数据显示,该公司Q4净营收为80.3亿美元,同比增长8.7%,好于市场预期;调整后每股收益为1.48美元,高于市场预期的1.36美元。第四季度支付总额增长15%,至4098亿美元,超过市场预期的4036亿美元。PayPal表示,由于公司继续致力于削减成本和精简业务,预计2024年全年调整后每股收益为5.10美元,与上年同期持平。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1070662.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"BK4588":"碎股","LU1861217088.USD":"贝莱德金融科技A2","PYPL":"PayPal","LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4551":"寇图资本持仓","BK4581":"高盛持仓","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4106":"数据处理与外包服务","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4227":"交易和支付处理服务","BK4566":"资本集团","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1070662.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409892637","content_text":"周三美股盘后,金融科技公司PayPal公布2023年第四季度业绩。数据显示,该公司Q4净营收为80.3亿美元,同比增长8.7%,好于市场预期;调整后每股收益为1.48美元,高于市场预期的1.36美元。第四季度支付总额增长15%,至4098亿美元,超过市场预期的4036亿美元。PayPal表示,由于公司继续致力于削减成本和精简业务,预计2024年全年调整后每股收益为5.10美元,与上年同期持平。分析师平均预期为5.53美元。PayPal上个月底宣布,将裁员约9%,这是首席执行官Alex Chriss重振这家金融科技公司盈利增长计划的一部分。去年11月,他将PayPal进展缓慢归咎于其成本基础和复杂的架构。Chriss表示,公司仍有大量的费用可以重新评估,而不仅仅是员工人数,因为公司正在努力提高效率。“我们将继续在整个公司进行审查。”交易利润总额达36.7亿美元。该指标是衡量公司费用控制的关键指标,与上年同期相比变化不大。Chriss在第四季度对PayPal的领导层和业务线进行了调整,Chriss表示,他将继续考虑放弃不盈利的业务。截至发稿,PayPal盘后跌近8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1331,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496360831245649","authorId":"3496360831245649","name":"蟹老板2018","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3496360831245649","authorIdStr":"3496360831245649"},"content":"真的假的 我paypal TM跌了80%了 tmd想死","text":"真的假的 我paypal TM跌了80%了 tmd想死","html":"真的假的 我paypal TM跌了80%了 tmd想死"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659637799,"gmtCreate":1680005685411,"gmtModify":1680009305023,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$ </a>退市为啥不显示归零呀","listText":"<a href=\"https://laohu8.com/S/SIVBQ\">$硅谷银行(SIVBQ)$ </a>退市为啥不显示归零呀","text":"$硅谷银行(SIVBQ)$ 退市为啥不显示归零呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659637799","isVote":1,"tweetType":1,"viewCount":951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659042972,"gmtCreate":1679580397096,"gmtModify":1679581259906,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"木头姐,太好笑了","listText":"木头姐,太好笑了","text":"木头姐,太好笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659042972","repostId":"1141207303","repostType":2,"repost":{"id":"1141207303","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1679574901,"share":"https://www.laohu8.com/m/news/1141207303?lang=&edition=full","pubTime":"2023-03-23 20:35","market":"us","language":"zh","title":"直线跳水!突遭兴登堡做空,Block跌超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1141207303","media":"老虎资讯综合","summary":"3月23日,Block盘前直线跳水,截止发稿,该股跌超20%!此前兴登堡发布做空Block公司的报告。兴登堡:我们的研究表明,Block严重夸大了其真实用户数量,并低估了其客户获取成本。前雇员估计,他","content":"<html><head></head><body><p>3月23日,<a href=\"https://laohu8.com/S/SQ\">Block</a>盘前直线跳水,截止发稿,该股跌超20%!此前兴登堡发布做空Block公司的报告。</p><p>兴登堡:我们的研究表明,Block严重夸大了其真实用户数量,并低估了其客户获取成本。前雇员估计,他们审查的40%-75%的账户是假的,其中涉及欺诈,或者是与单个人绑定的额外账户。<img src=\"https://static.tigerbbs.com/8290a1dd89cbd157b429843a8d41cccc\" tg-width=\"813\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/><b>揭开“猎杀”帷幕!兴登堡官宣“新猎物”</b></p><p>北京时间周四晚,做空机构兴登堡研究公司(Hindenburg Research)宣布了其最新“猎物”: 由推特联合创始人Jack Dorsey领导的支付公司<a href=\"https://laohu8.com/S/SQ\">Block</a>。</p><p>兴登堡在报告中表示:</p><blockquote>“我们为期两年的调查得出的结论是,Block系统地利用了它声称要帮助的人口统计数据。”</blockquote><p>兴登堡表示,<b>Block的现金应用程序因服务“无银行账户”的客户而蓬勃发展。这些没有银行账户的客户参与了犯罪或非法活动</b>。兴登堡还声称Cash App的合规程序存在缺陷。</p><p>作为为期两年的调查的一部分,兴登堡与多名前员工进行了交谈,他们描述了内部担忧如何被压制,用户担忧如何被忽视,即使所谓的“犯罪活动和欺诈在其平台上猖獗”。 兴登堡援引对前员工的采访称:</p><blockquote>“来自管理层的压力导致了员工对反洗钱(AML)和了解你的客户(KYC)规则的漠视,另外Block似乎是通过战略性地无视AML规则来扩大Cash App的用户基础。”</blockquote><p>报道称,为了验证这一理论,卖空者以前总统特朗普和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克的名义开设了账户,然后在这一假的特朗普账户下开设了一张名为“现金卡”的现金应用程序卡,之后,印有特朗普名字的卡片“很快”就寄到了。</p><p>报告称:</p><blockquote>“前雇员估计,他们审查的40%-75%的账户是假的,涉及欺诈,或者是与单个人绑定的额外账户。”</blockquote><p>Block没有立即回应外媒的置评请求。Ortex的数据显示,截至3月22日,Block约5.2%的流通股处于空头头寸。有趣的是,“木头姐”Cathie Wood旗下基金昨天还大举买入了Block的股票,总计832万美元。</p><p>此前,这家美国做空机构曾导致印度阿达尼集团市值暴跌逾1000亿美元,阿达尼本人也把亚洲首富的宝座拱手让出。这可能也是<b>史上最成功的做空猎杀,</b>也让兴登堡“名声大噪”<b>。</b></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>直线跳水!突遭兴登堡做空,Block跌超20%</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; 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.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直线跳水!突遭兴登堡做空,Block跌超20%\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\">2023-03-23 20:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日,<a href=\"https://laohu8.com/S/SQ\">Block</a>盘前直线跳水,截止发稿,该股跌超20%!此前兴登堡发布做空Block公司的报告。</p><p>兴登堡:我们的研究表明,Block严重夸大了其真实用户数量,并低估了其客户获取成本。前雇员估计,他们审查的40%-75%的账户是假的,其中涉及欺诈,或者是与单个人绑定的额外账户。<img src=\"https://static.tigerbbs.com/8290a1dd89cbd157b429843a8d41cccc\" tg-width=\"813\" tg-height=\"461\" referrerpolicy=\"no-referrer\"/><b>揭开“猎杀”帷幕!兴登堡官宣“新猎物”</b></p><p>北京时间周四晚,做空机构兴登堡研究公司(Hindenburg Research)宣布了其最新“猎物”: 由推特联合创始人Jack Dorsey领导的支付公司<a href=\"https://laohu8.com/S/SQ\">Block</a>。</p><p>兴登堡在报告中表示:</p><blockquote>“我们为期两年的调查得出的结论是,Block系统地利用了它声称要帮助的人口统计数据。”</blockquote><p>兴登堡表示,<b>Block的现金应用程序因服务“无银行账户”的客户而蓬勃发展。这些没有银行账户的客户参与了犯罪或非法活动</b>。兴登堡还声称Cash App的合规程序存在缺陷。</p><p>作为为期两年的调查的一部分,兴登堡与多名前员工进行了交谈,他们描述了内部担忧如何被压制,用户担忧如何被忽视,即使所谓的“犯罪活动和欺诈在其平台上猖獗”。 兴登堡援引对前员工的采访称:</p><blockquote>“来自管理层的压力导致了员工对反洗钱(AML)和了解你的客户(KYC)规则的漠视,另外Block似乎是通过战略性地无视AML规则来扩大Cash App的用户基础。”</blockquote><p>报道称,为了验证这一理论,卖空者以前总统特朗普和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克的名义开设了账户,然后在这一假的特朗普账户下开设了一张名为“现金卡”的现金应用程序卡,之后,印有特朗普名字的卡片“很快”就寄到了。</p><p>报告称:</p><blockquote>“前雇员估计,他们审查的40%-75%的账户是假的,涉及欺诈,或者是与单个人绑定的额外账户。”</blockquote><p>Block没有立即回应外媒的置评请求。Ortex的数据显示,截至3月22日,Block约5.2%的流通股处于空头头寸。有趣的是,“木头姐”Cathie Wood旗下基金昨天还大举买入了Block的股票,总计832万美元。</p><p>此前,这家美国做空机构曾导致印度阿达尼集团市值暴跌逾1000亿美元,阿达尼本人也把亚洲首富的宝座拱手让出。这可能也是<b>史上最成功的做空猎杀,</b>也让兴登堡“名声大噪”<b>。</b></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"BK4503":"景林资产持仓","BK4554":"元宇宙及AR概念","SQ":"Block","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4581":"高盛持仓","BK4528":"SaaS概念","BK4106":"数据处理与外包服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141207303","content_text":"3月23日,Block盘前直线跳水,截止发稿,该股跌超20%!此前兴登堡发布做空Block公司的报告。兴登堡:我们的研究表明,Block严重夸大了其真实用户数量,并低估了其客户获取成本。前雇员估计,他们审查的40%-75%的账户是假的,其中涉及欺诈,或者是与单个人绑定的额外账户。揭开“猎杀”帷幕!兴登堡官宣“新猎物”北京时间周四晚,做空机构兴登堡研究公司(Hindenburg Research)宣布了其最新“猎物”: 由推特联合创始人Jack Dorsey领导的支付公司Block。兴登堡在报告中表示:“我们为期两年的调查得出的结论是,Block系统地利用了它声称要帮助的人口统计数据。”兴登堡表示,Block的现金应用程序因服务“无银行账户”的客户而蓬勃发展。这些没有银行账户的客户参与了犯罪或非法活动。兴登堡还声称Cash App的合规程序存在缺陷。作为为期两年的调查的一部分,兴登堡与多名前员工进行了交谈,他们描述了内部担忧如何被压制,用户担忧如何被忽视,即使所谓的“犯罪活动和欺诈在其平台上猖獗”。 兴登堡援引对前员工的采访称:“来自管理层的压力导致了员工对反洗钱(AML)和了解你的客户(KYC)规则的漠视,另外Block似乎是通过战略性地无视AML规则来扩大Cash App的用户基础。”报道称,为了验证这一理论,卖空者以前总统特朗普和特斯拉首席执行官马斯克的名义开设了账户,然后在这一假的特朗普账户下开设了一张名为“现金卡”的现金应用程序卡,之后,印有特朗普名字的卡片“很快”就寄到了。报告称:“前雇员估计,他们审查的40%-75%的账户是假的,涉及欺诈,或者是与单个人绑定的额外账户。”Block没有立即回应外媒的置评请求。Ortex的数据显示,截至3月22日,Block约5.2%的流通股处于空头头寸。有趣的是,“木头姐”Cathie Wood旗下基金昨天还大举买入了Block的股票,总计832万美元。此前,这家美国做空机构曾导致印度阿达尼集团市值暴跌逾1000亿美元,阿达尼本人也把亚洲首富的宝座拱手让出。这可能也是史上最成功的做空猎杀,也让兴登堡“名声大噪”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626306939,"gmtCreate":1673756000822,"gmtModify":1673757289340,"author":{"id":"3570540015599355","authorId":"3570540015599355","name":"天悦哥哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570540015599355","authorIdStr":"3570540015599355"},"themes":[],"htmlText":"已经加了杠杆买了。特斯拉","listText":"已经加了杠杆买了。特斯拉","text":"已经加了杠杆买了。特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626306939","repostId":"1117925030","repostType":4,"repost":{"id":"1117925030","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1673617910,"share":"https://www.laohu8.com/m/news/1117925030?lang=&edition=full","pubTime":"2023-01-13 21:51","market":"us","language":"zh","title":"老虎锐评 | 特斯拉终于把“战火”烧向了传统车企","url":"https://stock-news.laohu8.com/highlight/detail?id=1117925030","media":"老虎锐评","summary":"特斯拉的降价绝对是利好,没有任何质疑的空间。 ","content":"<html><head></head><body><p>美国今天进入季报期,看点真的是非常多,比方说大银行的报告里面隐藏的宏观趋势,Delta航空预期不如预期(新闻说是Labor Cost增加——航空业的工会问题),但是这一切在特斯拉降价面前,都显得不重要了。因为特斯拉的降价不仅涉及到公司本身,也涉及到行业(汽车行业),更是宏观趋势(消费)的一面镜子。特斯拉从出生那一天开始就是一个特例,从来不需要花钱做流量,但是得到的流量比任何一家公司都要凶猛。</p><p><b>第一个看点:特斯拉空头的决心</b></p><p>从股价来看,特斯拉的空头最近心里面开始有所胆怯,股价在$100-$110反弹了3次,并没有如愿攻破$100的心理防线。不过,特斯拉的空头绝对不会轻易投降,这一波股价回撤赚得盆满钵满,被轧空两天也会觉得可以承受。从理性来看,空头是没有太多道理的,为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口,但特斯拉中国区降价之后,特斯拉全球降价理应是被预期的东西,这时候利用降价来做空,底气有那么足吗?</p><p><b>第二个看点:特斯拉多头思想的转变</b></p><p>特斯拉多头(散户很多)在这一波被空头揍晕之后,相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景,现在还在市场留下的多头(特别是散户),多半已经放弃了3个月就V型反弹的幻想,耐心更强一些。但是,特斯拉多头要想拥有绝对的耐心,必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过,但是看电动三宝股价随后的变化(还没有到30-50%的幅度),就知道资本市场的认识转向是很慢的,要想理解“特斯拉降价是好事情会逼死同行”需要时间。</p><p><b>第三个看点:美国的造车新势力怎么应对</b></p><p>美国的造车新势力相对来说没这么多,目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁,因为Lucid的定价是$77K+,Rivian的定价是$70K+。更重要的是,这两家的毛利怎么样?Lucid的前9个月收入是$3.5亿,但是COGS是$10亿,毛利是负数。</p><p><img src=\"https://static.tigerbbs.com/d98618679b1a0647cc5704f184ea02e3\" tg-width=\"1468\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>Rivian和Lucid问题一样,2022年前9个月的毛利也是负数。</p><p><img src=\"https://static.tigerbbs.com/2a26bef2dacedd213a4d95f4b8f27958\" tg-width=\"1875\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>毛利都是负数,那就证明这两家公司连最基本的生死线都没过,比中国电动车企的问题还大。所以特斯拉不降价,它们是慢性死亡,特斯拉降价,它们是加速死亡。</p><p><b>第四个看点:美国的传统车企怎么应对</b></p><p>特斯拉在欧美新能源汽车领域是没有任何竞争对手的,真正的竞争对手是传统车企,但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样(因为GM的产品很多,所以就以总体的GM的毛利粗略估计):</p><p>GM在3季度总的毛利是$81.8亿,全球卖了153.7万辆车,差不多一辆车的毛利是$5,300,这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC,售价在$2-3万区间。特斯拉这一次大幅降价,再配合联邦政府的$7,500补贴,把特斯拉Model Y直接送进了$4万+区间,Model 3直接送进了$3万+区间,这对GM的低端车型会造成最直接的冲击,非常疯狂!</p><p><b>从这个角度来看,特斯拉今天的降价绝对是利好,没有任何质疑的空间。</b></p><p>特斯拉这条鲇鱼,终于把战火烧进了传统车企。</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></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>老虎锐评 | 特斯拉终于把“战火”烧向了传统车企</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; 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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老虎锐评 | 特斯拉终于把“战火”烧向了传统车企\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2023-01-13 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国今天进入季报期,看点真的是非常多,比方说大银行的报告里面隐藏的宏观趋势,Delta航空预期不如预期(新闻说是Labor Cost增加——航空业的工会问题),但是这一切在特斯拉降价面前,都显得不重要了。因为特斯拉的降价不仅涉及到公司本身,也涉及到行业(汽车行业),更是宏观趋势(消费)的一面镜子。特斯拉从出生那一天开始就是一个特例,从来不需要花钱做流量,但是得到的流量比任何一家公司都要凶猛。</p><p><b>第一个看点:特斯拉空头的决心</b></p><p>从股价来看,特斯拉的空头最近心里面开始有所胆怯,股价在$100-$110反弹了3次,并没有如愿攻破$100的心理防线。不过,特斯拉的空头绝对不会轻易投降,这一波股价回撤赚得盆满钵满,被轧空两天也会觉得可以承受。从理性来看,空头是没有太多道理的,为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口,但特斯拉中国区降价之后,特斯拉全球降价理应是被预期的东西,这时候利用降价来做空,底气有那么足吗?</p><p><b>第二个看点:特斯拉多头思想的转变</b></p><p>特斯拉多头(散户很多)在这一波被空头揍晕之后,相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景,现在还在市场留下的多头(特别是散户),多半已经放弃了3个月就V型反弹的幻想,耐心更强一些。但是,特斯拉多头要想拥有绝对的耐心,必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过,但是看电动三宝股价随后的变化(还没有到30-50%的幅度),就知道资本市场的认识转向是很慢的,要想理解“特斯拉降价是好事情会逼死同行”需要时间。</p><p><b>第三个看点:美国的造车新势力怎么应对</b></p><p>美国的造车新势力相对来说没这么多,目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁,因为Lucid的定价是$77K+,Rivian的定价是$70K+。更重要的是,这两家的毛利怎么样?Lucid的前9个月收入是$3.5亿,但是COGS是$10亿,毛利是负数。</p><p><img src=\"https://static.tigerbbs.com/d98618679b1a0647cc5704f184ea02e3\" tg-width=\"1468\" tg-height=\"230\" referrerpolicy=\"no-referrer\"/></p><p>Rivian和Lucid问题一样,2022年前9个月的毛利也是负数。</p><p><img src=\"https://static.tigerbbs.com/2a26bef2dacedd213a4d95f4b8f27958\" tg-width=\"1875\" tg-height=\"314\" referrerpolicy=\"no-referrer\"/></p><p>毛利都是负数,那就证明这两家公司连最基本的生死线都没过,比中国电动车企的问题还大。所以特斯拉不降价,它们是慢性死亡,特斯拉降价,它们是加速死亡。</p><p><b>第四个看点:美国的传统车企怎么应对</b></p><p>特斯拉在欧美新能源汽车领域是没有任何竞争对手的,真正的竞争对手是传统车企,但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样(因为GM的产品很多,所以就以总体的GM的毛利粗略估计):</p><p>GM在3季度总的毛利是$81.8亿,全球卖了153.7万辆车,差不多一辆车的毛利是$5,300,这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC,售价在$2-3万区间。特斯拉这一次大幅降价,再配合联邦政府的$7,500补贴,把特斯拉Model Y直接送进了$4万+区间,Model 3直接送进了$3万+区间,这对GM的低端车型会造成最直接的冲击,非常疯狂!</p><p><b>从这个角度来看,特斯拉今天的降价绝对是利好,没有任何质疑的空间。</b></p><p>特斯拉这条鲇鱼,终于把战火烧进了传统车企。</p><p><i>免责声明:非研究报告,仅供参考,不构成任何投资建议。</i></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117925030","content_text":"美国今天进入季报期,看点真的是非常多,比方说大银行的报告里面隐藏的宏观趋势,Delta航空预期不如预期(新闻说是Labor Cost增加——航空业的工会问题),但是这一切在特斯拉降价面前,都显得不重要了。因为特斯拉的降价不仅涉及到公司本身,也涉及到行业(汽车行业),更是宏观趋势(消费)的一面镜子。特斯拉从出生那一天开始就是一个特例,从来不需要花钱做流量,但是得到的流量比任何一家公司都要凶猛。第一个看点:特斯拉空头的决心从股价来看,特斯拉的空头最近心里面开始有所胆怯,股价在$100-$110反弹了3次,并没有如愿攻破$100的心理防线。不过,特斯拉的空头绝对不会轻易投降,这一波股价回撤赚得盆满钵满,被轧空两天也会觉得可以承受。从理性来看,空头是没有太多道理的,为了突破技术点位而不考虑基本面。特斯拉欧美降价算是又给了特斯拉空头重燃战火的借口,但特斯拉中国区降价之后,特斯拉全球降价理应是被预期的东西,这时候利用降价来做空,底气有那么足吗?第二个看点:特斯拉多头思想的转变特斯拉多头(散户很多)在这一波被空头揍晕之后,相对来说冷静了一些。相较于之前闹哄哄一拥而上痛击空头的场景,现在还在市场留下的多头(特别是散户),多半已经放弃了3个月就V型反弹的幻想,耐心更强一些。但是,特斯拉多头要想拥有绝对的耐心,必须意识到“特斯拉降价是好事情会逼死同行”这一点。这一个关键点我曾经在中国市场分析过,但是看电动三宝股价随后的变化(还没有到30-50%的幅度),就知道资本市场的认识转向是很慢的,要想理解“特斯拉降价是好事情会逼死同行”需要时间。第三个看点:美国的造车新势力怎么应对美国的造车新势力相对来说没这么多,目前唯一还存在的是Lucid和Rivian。我不觉得这两家对特斯拉哪怕是有一点点的威胁,因为Lucid的定价是$77K+,Rivian的定价是$70K+。更重要的是,这两家的毛利怎么样?Lucid的前9个月收入是$3.5亿,但是COGS是$10亿,毛利是负数。Rivian和Lucid问题一样,2022年前9个月的毛利也是负数。毛利都是负数,那就证明这两家公司连最基本的生死线都没过,比中国电动车企的问题还大。所以特斯拉不降价,它们是慢性死亡,特斯拉降价,它们是加速死亡。第四个看点:美国的传统车企怎么应对特斯拉在欧美新能源汽车领域是没有任何竞争对手的,真正的竞争对手是传统车企,但原来两者是在不同的价格区间各自安好。我们看一下美国的传统车企GM毛利怎么样(因为GM的产品很多,所以就以总体的GM的毛利粗略估计):GM在3季度总的毛利是$81.8亿,全球卖了153.7万辆车,差不多一辆车的毛利是$5,300,这么低是因为GM的车型大部分都是低端车型Chevrolet和GMC,售价在$2-3万区间。特斯拉这一次大幅降价,再配合联邦政府的$7,500补贴,把特斯拉Model Y直接送进了$4万+区间,Model 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