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JoanneChen
2021-10-26
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盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?
JoanneChen
2021-11-11
Lucid不是交付了么??
老虎点评:造电动车不难,难的是造便宜的电动车
去老虎APP查看更多动态
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10:14","market":"us","language":"zh","title":"老虎点评:造电动车不难,难的是造便宜的电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=1161135078","media":"老虎锐评","summary":"盘后小结\n美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:特斯拉反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今","content":"<p><b>盘后小结</b></p>\n<p>美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。</p>\n<p><b>造电动车不难,难的是造便宜的电动车</b></p>\n<p>很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。</p>\n<p><img src=\"https://static.tigerbbs.com/3aa8d65245f98c64e3318ad6d018ace5\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。</p>\n<p>Rivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+</p>\n<p>Lucid:Air Pure(轿车)$77,400+</p>\n<p>当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。</p>\n<p><img src=\"https://static.tigerbbs.com/d101c1818e697fccc1f2d202013e2678\" tg-width=\"621\" tg-height=\"699\" referrerpolicy=\"no-referrer\"></p>\n<p>造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。</p>\n<p><img src=\"https://static.tigerbbs.com/dcef7c28394ab99b4ffc349822571f0b\" tg-width=\"967\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><b>Rivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。</b></p>\n<p><b><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。</b>第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。</p>\n<p><b>Beyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。</b>第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。</p>\n<p><b>Lordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。</b>富士康将买入Lordstown 170万股。</p>\n<p><b>默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。</b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。</b>通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。</p>\n<p><b><a href=\"https://laohu8.com/S/JD\">京东</a>(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。</b></p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4810e040212d61c8b18d13a7cb3bb329\" tg-width=\"969\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>老虎点评:造电动车不难,难的是造便宜的电动车</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\">\n老虎点评:造电动车不难,难的是造便宜的电动车\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\">2021-11-11 10:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘后小结</b></p>\n<p>美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。</p>\n<p><b>造电动车不难,难的是造便宜的电动车</b></p>\n<p>很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。</p>\n<p><img src=\"https://static.tigerbbs.com/3aa8d65245f98c64e3318ad6d018ace5\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。</p>\n<p>Rivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+</p>\n<p>Lucid:Air Pure(轿车)$77,400+</p>\n<p>当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。</p>\n<p><img src=\"https://static.tigerbbs.com/d101c1818e697fccc1f2d202013e2678\" tg-width=\"621\" tg-height=\"699\" referrerpolicy=\"no-referrer\"></p>\n<p>造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。</p>\n<p><img src=\"https://static.tigerbbs.com/dcef7c28394ab99b4ffc349822571f0b\" tg-width=\"967\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><b>Rivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。</b></p>\n<p><b><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。</b>第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。</p>\n<p><b>Beyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。</b>第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。</p>\n<p><b>Lordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。</b>富士康将买入Lordstown 170万股。</p>\n<p><b>默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。</b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。</b>通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。</p>\n<p><b><a href=\"https://laohu8.com/S/JD\">京东</a>(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。</b></p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4810e040212d61c8b18d13a7cb3bb329\" tg-width=\"969\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4511499bacecdc387fe2338ba2c16251","relate_stocks":{"TSLA":"特斯拉","DIS":"迪士尼","BYND":"Beyond Meat, Inc.","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161135078","content_text":"盘后小结\n美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:特斯拉反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是蔚来$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。\n造电动车不难,难的是造便宜的电动车\n很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。\n\n不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。\nRivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+\nLucid:Air Pure(轿车)$77,400+\n当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。\n\n造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。\n\n公司新闻\nRivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。\n迪士尼(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。\nBeyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。\nLordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。富士康将买入Lordstown 170万股。\n默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。\n微软(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。\n京东(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。\n阿里巴巴(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852348491,"gmtCreate":1635246771965,"gmtModify":1635246772084,"author":{"id":"3575847537112882","authorId":"3575847537112882","name":"JoanneChen","avatar":"https://static.tigerbbs.com/1998c8013368a4d824c37a75eed0d6f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575847537112882","authorIdStr":"3575847537112882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$</a>盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","listText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$</a>盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","text":"$3M(MMM)$盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","images":[{"img":"https://static.tigerbbs.com/9fbe776ae84e6ea01d5c205845dbfb21","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852348491","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":852348491,"gmtCreate":1635246771965,"gmtModify":1635246772084,"author":{"id":"3575847537112882","authorId":"3575847537112882","name":"JoanneChen","avatar":"https://static.tigerbbs.com/1998c8013368a4d824c37a75eed0d6f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575847537112882","authorIdStr":"3575847537112882"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$</a>盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","listText":"<a href=\"https://laohu8.com/S/MMM\">$3M(MMM)$</a>盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","text":"$3M(MMM)$盘前飙升到了187瞬间又回落是怎么回事??是财报影响的吗?","images":[{"img":"https://static.tigerbbs.com/9fbe776ae84e6ea01d5c205845dbfb21","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852348491","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":870245281,"gmtCreate":1636627353476,"gmtModify":1636627353476,"author":{"id":"3575847537112882","authorId":"3575847537112882","name":"JoanneChen","avatar":"https://static.tigerbbs.com/1998c8013368a4d824c37a75eed0d6f7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575847537112882","authorIdStr":"3575847537112882"},"themes":[],"htmlText":"Lucid不是交付了么??","listText":"Lucid不是交付了么??","text":"Lucid不是交付了么??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870245281","repostId":"1161135078","repostType":2,"repost":{"id":"1161135078","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":1636596892,"share":"https://www.laohu8.com/m/news/1161135078?lang=&edition=full","pubTime":"2021-11-11 10:14","market":"us","language":"zh","title":"老虎点评:造电动车不难,难的是造便宜的电动车","url":"https://stock-news.laohu8.com/highlight/detail?id=1161135078","media":"老虎锐评","summary":"盘后小结\n美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:特斯拉反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今","content":"<p><b>盘后小结</b></p>\n<p>美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。</p>\n<p><b>造电动车不难,难的是造便宜的电动车</b></p>\n<p>很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。</p>\n<p><img src=\"https://static.tigerbbs.com/3aa8d65245f98c64e3318ad6d018ace5\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。</p>\n<p>Rivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+</p>\n<p>Lucid:Air Pure(轿车)$77,400+</p>\n<p>当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。</p>\n<p><img src=\"https://static.tigerbbs.com/d101c1818e697fccc1f2d202013e2678\" tg-width=\"621\" tg-height=\"699\" referrerpolicy=\"no-referrer\"></p>\n<p>造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。</p>\n<p><img src=\"https://static.tigerbbs.com/dcef7c28394ab99b4ffc349822571f0b\" tg-width=\"967\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><b>Rivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。</b></p>\n<p><b><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。</b>第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。</p>\n<p><b>Beyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。</b>第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。</p>\n<p><b>Lordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。</b>富士康将买入Lordstown 170万股。</p>\n<p><b>默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。</b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。</b>通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。</p>\n<p><b><a href=\"https://laohu8.com/S/JD\">京东</a>(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。</b></p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4810e040212d61c8b18d13a7cb3bb329\" tg-width=\"969\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\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老虎点评:造电动车不难,难的是造便宜的电动车\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\">2021-11-11 10:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘后小结</b></p>\n<p>美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。</p>\n<p><b>造电动车不难,难的是造便宜的电动车</b></p>\n<p>很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。</p>\n<p><img src=\"https://static.tigerbbs.com/3aa8d65245f98c64e3318ad6d018ace5\" tg-width=\"1866\" tg-height=\"813\" referrerpolicy=\"no-referrer\"></p>\n<p>不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。</p>\n<p>Rivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+</p>\n<p>Lucid:Air Pure(轿车)$77,400+</p>\n<p>当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。</p>\n<p><img src=\"https://static.tigerbbs.com/d101c1818e697fccc1f2d202013e2678\" tg-width=\"621\" tg-height=\"699\" referrerpolicy=\"no-referrer\"></p>\n<p>造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。</p>\n<p><img src=\"https://static.tigerbbs.com/dcef7c28394ab99b4ffc349822571f0b\" tg-width=\"967\" tg-height=\"485\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><b>Rivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。</b></p>\n<p><b><a href=\"https://laohu8.com/S/DIS\">迪士尼</a>(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。</b>第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。</p>\n<p><b>Beyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。</b>第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。</p>\n<p><b>Lordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。</b>富士康将买入Lordstown 170万股。</p>\n<p><b>默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。</b></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。</b>通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。</p>\n<p><b><a href=\"https://laohu8.com/S/JD\">京东</a>(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。</b></p>\n<p><b><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/4810e040212d61c8b18d13a7cb3bb329\" tg-width=\"969\" tg-height=\"264\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4511499bacecdc387fe2338ba2c16251","relate_stocks":{"TSLA":"特斯拉","DIS":"迪士尼","BYND":"Beyond Meat, Inc.","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161135078","content_text":"盘后小结\n美股下跌,中概KWEB上涨2%(BEKE又涨12%)。美国电动三宝也凑齐了:特斯拉反弹4%(市值$1万亿),Rivian涨29%($860亿),Lucid跌9%($660亿)。中国电动三宝今天收市后的市值分别是蔚来$650亿,小鹏$380亿,理想$300亿。特斯拉就不说了,凭什么一辆车都没有交付的Lucid和Rivian,估值可以是中国电动三宝1-2倍左右,而中国电动三宝每个季度交付汽车都在20,000辆以上。要不就是中国电动三宝估值太低,要不就是Rivian和Lucid水分太大,总有一个成立。\n造电动车不难,难的是造便宜的电动车\n很多公司都想复制特斯拉的成功,但是却走着和特斯拉截然相反的道路。如果我们看一下特斯拉的股价图,并且标注一下Model 3推出的时间(2017年7月),就会看出来真正将特斯拉推向$1万亿的转折点,是特斯拉的低价电动车Model 3。3季度特斯拉交付了24万辆车,其中23万辆是Model 3。\n\n不仅如此,马斯克对Model 3 $38,000的售价依然不满意,还在向$25,000的目标继续前进。要达到这个目标,特斯拉一直在最大的成本项电池下功夫。但是看一下特斯拉在美国的造成新势力竞争对手,价格都在天上。\nRivian:R1T(电动皮卡)$67,500+,R1S(电动SUV)$70,000+\nLucid:Air Pure(轿车)$77,400+\n当然,特斯拉的Model 3也不是电动车中最便宜的,在目前美国市场上价格处于中下游。但是考虑到更便宜的电动车几乎都是亚洲系,特斯拉的电动车从性价比上来说,几乎没有对手。2020年特斯拉占据美国电动车市场份额79%(https://electrek.co/2021/02/16/tesla-owns-electric-car-market-us/)。\n\n造电动车不难,难的是造便宜的电动车。特斯拉的$25,000电动车落地的那天,会是竞争对手最大的不幸。\n\n公司新闻\nRivian(RIVN):今日IPO定价$78,开盘$106.75,今日涨29%。\n迪士尼(DIS):4季度营收不及预期,Disney+订阅用户数不及预期,盘后跌4%。第4季度营收$185.3亿,同比增长26%;每股收益$0.37,去年同期每股亏损$0.20。\nBeyond Meat(BYND):3季度营收不及预期,美国净收入下降14%,盘后跌18%。第3季度营收$1.064亿,同比增长12.7%;净亏损$5,480万,去年同期$1,930万。\nLordstown(RIDE):富士康与Lordstown建立战略合作伙伴关系,盘后涨20%。富士康将买入Lordstown 170万股。\n默克(MRK):日本政府将购买160万个Molnupiravir新冠口服药。\n微软(MSFT)& Meta(FB):宣布展开合作,将对双方的企业社交软件进行整合。通过整合,客户可以在Microsoft Teams应用程序内访问Workplace内容。同样,也可以在Workplace应用程序中访问Microsoft Teams视频会议。\n京东(JD):中小品牌新增数量同比增长超4倍,京东为中小商家节省78.5%基础运营成本。\n阿里巴巴(BABA):411个中小品牌销售额突破千万,40个品牌销售额突破亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}