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ev317
2021-09-04
👍[微笑]
涨势再起,特斯拉股价能否冲上1000美元大关?
ev317
2021-09-04
[微笑]
提醒:因美国劳工节,美股9月6日休市一天
ev317
2021-08-22
[微笑]
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ev317
2021-08-10
[捂脸]
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ev317
2021-08-08
[叹气]
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ev317
2021-08-06
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ev317
2021-08-05
[微笑] 👍
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ev317
2021-08-05
[疑问]
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ev317
2021-08-03
[微笑]
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ev317
2021-07-29
[晕]
滴滴出行:有关滴滴私有化的传闻为不实信息
ev317
2021-07-27
[微笑]
盘后的特斯拉财报,市场关注什么?
ev317
2021-07-27
[微笑]
盘后的特斯拉财报,市场关注什么?
ev317
2021-07-21
[财迷]
抱歉,原内容已删除
ev317
2021-07-02
[微笑]
提醒:因美国独立日假期,7月5日美股全天休市
ev317
2021-06-29
[强]
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ev317
2021-06-26
[微笑]
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ev317
2021-06-26
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ev317
2021-06-23
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ev317
2021-06-19
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ev317
2021-06-17
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","listText":"👍[微笑] ","text":"👍[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815537361","repostId":"1179887160","repostType":4,"repost":{"id":"1179887160","pubTimestamp":1630663068,"share":"https://www.laohu8.com/m/news/1179887160?lang=&edition=full","pubTime":"2021-09-03 17:57","market":"us","language":"zh","title":"涨势再起,特斯拉股价能否冲上1000美元大关?","url":"https://stock-news.laohu8.com/highlight/detail?id=1179887160","media":"美港电讯","summary":"惯于看营收估值倍数的投资者转用EBIT估值倍数来评估股价或更可取。","content":"<p><b>总结</b></p>\n<ul>\n <li><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价年初走势不佳,后强劲复苏,过去三个月表现跑赢<a href=\"https://laohu8.com/S/GM\">通用汽车</a>和<a href=\"https://laohu8.com/S/F\">福特汽车</a>。</li>\n <li>预计未来特斯拉EBIT(息税前利润)增长强劲,投资者应使用EBIT估值倍数评估股价。</li>\n <li>分析师列出了特斯拉股价能否闯入1000美元大关的因素。</li>\n</ul>\n<p><b>投资观点</b></p>\n<p>特斯拉在华尔街的关注度数一数二,33位分析师发表了针对特斯拉股价的观点。可以说,这只个股极具争议:华尔街精英分析师的目标价差异悬殊,从540美元到860美元不等,14位分析师予以强烈看涨/看涨评级,12位予以中性评级,7位予以强烈看跌/看跌的评级。</p>\n<p><img src=\"https://static.tigerbbs.com/9e1b92a468da788ee5ba6817b2264a8e\" tg-width=\"974\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p>\n<p>再提一嘴,有名的特斯拉多头,方舟投资CEO及CIO木头姐Cathie Wood,最近重申看好特斯拉,甚至强调没有看到任何特斯拉股价泡沫形成;另一方面,华尔街对特斯拉股价意见不一(从上图的中性评级可以看出)反映了市场的不确定情绪,木头姐认为这有利于特斯拉越过“忧虑之墙”(指金融市场克服一系列负面因素并持续上升的周期性趋势),到2025年股价将攀升至3000美元。</p>\n<p>究竟特斯拉股价能否闯进1000美元大关?本文列出几大要点。</p>\n<p><b>特斯拉股价近日表现</b></p>\n<p>下图为特斯拉、福特汽车、通用汽车三个月股价表现对比(截至2021年9月2日)</p>\n<p><img src=\"https://static.tigerbbs.com/174e2f5700526705625d8c913c3ebb91\" tg-width=\"972\" tg-height=\"503\" referrerpolicy=\"no-referrer\"></p>\n<p>下图为特斯拉、VLUE、VUG三个月股价表现对比(截至2021年9月2日)</p>\n<p><img src=\"https://static.tigerbbs.com/909b5d89d048b104d44faba3d75b93cd\" tg-width=\"960\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p>\n<p>毫无疑问,今年特斯拉明显跑输大盘,截至2021年9月2日的回报率仅为4.83%。然而过去三个月表现好转,回报率达18.6%,大大跑赢福特汽车(F.N)-11%和通用汽车(GM.N)-17.1%的回报率。成长股到价值股的轮换势头已惊人消退,成长股再次成为低价买入者的投资重点。对比过去三个月Vanguard成长股指数ETF(VUG)与<a href=\"https://laohu8.com/S/EEME\">iShares</a>安硕MSCI美元价值因素ETF(VLUE)的表现,这一点可见一斑。</p>\n<p>随着成长股和特斯拉股价涨势恢复,投资者是时候思考,特斯拉能否突破拆股后达到的900美元历史高位,冲入1000美元大关。</p>\n<p><b>关注特斯拉EBIT增长</b></p>\n<p>下图为特斯拉季度出售碳排放信用额度的营收:</p>\n<p><img src=\"https://static.tigerbbs.com/54dabfbe36afc53a1b13a8610b0ef34b\" tg-width=\"975\" tg-height=\"603\" referrerpolicy=\"no-referrer\"></p>\n<p>二季度数据打脸特斯拉诋毁者的一贯说辞:特斯拉靠卖“碳”盈利。最近的季报显示,特斯拉季度营收同比增长308.3%至13.6亿美元,业绩亮眼。此外,尽管过去5个季度,特斯拉出售碳排放信用额度的营收最少达3.54亿美元,但随着公司规模不断扩大,特斯拉的基础经营业绩正取得巨大进步。</p>\n<p><img src=\"https://static.tigerbbs.com/6f0555474643f33f10d16dd192a3ae4d\" tg-width=\"975\" tg-height=\"604\" referrerpolicy=\"no-referrer\"></p>\n<p>随着公司运营规模扩大,特斯拉EBIT状况稳步改善,Q2录得32.5亿美元,前12个月EBIT累计增长7.8%。</p>\n<p>因此,投资者需考虑特斯拉EBIT未来将如何增长,从而了解如何正确评估特斯拉,看特斯拉能否冲入1000美元大关。</p>\n<p><b>特斯拉EBIT未来增速如何?</b></p>\n<p>下图为华尔街对特斯拉营收的平均共识预期:</p>\n<p><img src=\"https://static.tigerbbs.com/de2410d4ebc4c8fec1679d1e692220d4\" tg-width=\"974\" tg-height=\"602\" referrerpolicy=\"no-referrer\">下图为华尔街对特斯拉复合年增长率的预测:</p>\n<p><img src=\"https://static.tigerbbs.com/fccdb237c8db92f64db2c6b4056e8ee2\" tg-width=\"900\" tg-height=\"557\" referrerpolicy=\"no-referrer\"></p>\n<p>从图中可以看出,即使是华尔街对特斯拉持中性评级的分析师,也预计特斯拉经营业绩继续提升。华尔街预测,特斯拉2025财年将录得营收1204亿美元(方舟投资预测为7000亿美元,华尔街预测值为其17.2%),这意味着年复合增长率达到惊人的24.4%。</p>\n<p>与之相比,通用汽车、丰田和大众到2025财年的营收年复合增长率分别为5.15%、3.14%和4.33%。华尔街自然期待,随着传统汽车制造商争相准备在未来几年大举转向电动汽车市场,特斯拉能继续加强在该市场的领导地位。</p>\n<p><b>虽然预计特斯拉营收年复合增长率相当亮眼,但更重要的是,特斯拉EBIT和EBITDA增速有望超出其营收增速,分别达到43.8%和26.7%。</b></p>\n<p>由于特斯拉未来EBIT或EBITDA增长可观,Seekingalpha分析师建议,对于习惯看营收估值倍数(企业价值/营收比率或市销率)的投资者,转用EBITDA或EBIT估值倍数来评估特斯拉股价,或许更加可取。</p>\n<p>Seekingalpha分析师将在后文介绍如何看这两个指标,并给出了估值模型。</p>\n<p><b>理解特斯拉EBIT估值倍数</b></p>\n<p>此处仅选取EBIT估值倍数进行讨论。考虑到特斯拉作为汽车厂商,资本支出利润率相对较高,讨论EBIT估值倍数意义较大。</p>\n<p>下图为特斯拉与汽车、软件公司的估值倍数混合对比:</p>\n<p><img src=\"https://static.tigerbbs.com/e3a99239187db8b139242af901f5ce78\" tg-width=\"973\" tg-height=\"513\" referrerpolicy=\"no-referrer\"></p>\n<p>下图为特斯拉与软件公司的估值倍数对比:</p>\n<p><img src=\"https://static.tigerbbs.com/c265c0afe9f76ecdbcb516f5d86f0ed1\" tg-width=\"975\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p>\n<p>先简单介绍一下这两个组别的逻辑。第一组列举了部分汽车厂商。对比纯电动汽车厂商<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的远期估值倍数,特斯拉企业价值/2024财年EBIT的估值倍数为64.7倍,还算合理,并且特斯拉EBIT增速预计更快,利润率也比组内同行高。</p>\n<p>在第二组别中,对比头部新兴软件公司,特斯拉2024日历年的EBIT估值乘数同样显得合理。由于EBIT增长率亮眼,作为软件公司的特斯拉不输同行。<b>Seekingalpha分析师认为,特斯拉可与Palantir或<a href=\"https://laohu8.com/S/ZM\">Zoom</a>等头部新兴软件公司齐名,尽管特斯拉EBIT利润率低于其同行。</b></p>\n<p><img src=\"https://static.tigerbbs.com/58e4d5f21a7e8d14313126bb32dc7d10\" tg-width=\"974\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>在计算特斯拉的公允价值时,<b>分析师</b>选定EBIT估值倍数中位值60倍,得出的公允价值约为713美元。基于周四739美元的收盘价,特斯拉潜在跌幅为3.6%。</p>\n<p>分析师认为,巨大的EBIT增长是支撑特斯拉估值溢价的关键,且与纯电动车同行或软件同行相比,特斯拉估值溢价仍然合理。</p>\n<p>那么,如果以截至2024财年的预期来衡量特斯拉目前的估值是合理的话,那么在未来几年内,特斯拉股价靠什么因素冲入1000美元大关?</p>\n<p><b>市场势头与增长强劲</b></p>\n<p>下图为Seekingalpha对特斯拉的量化评级:</p>\n<p><img src=\"https://static.tigerbbs.com/299e00f39ef79cfb53d1523d91587bff\" tg-width=\"975\" tg-height=\"478\" referrerpolicy=\"no-referrer\"></p>\n<p>由图可见,除了估值因素,特斯拉在其他各项评级中成绩亮眼,尤其是其增长和盈利能力,均获最高的A+评级。另一方面,特斯拉价值评级仅获F,主要是因为量化系统将特斯拉与汽车厂商进行比较,传统汽车制造商相对较低的估值影响了特斯拉的评级。</p>\n<p>下图为Seekingalpha对特斯拉的股价势头评级:</p>\n<p><img src=\"https://static.tigerbbs.com/03806f1116aa76d645162084e6f64066\" tg-width=\"975\" tg-height=\"584\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意的是,特斯拉的3个月股价表现评级为A,表明涨势大增,因为多头期待股价升至今年1月的历史最高位。可惜的是,一些投资者没有考虑到当前势头,在转跌为涨的拐点采取了看跌立场。</p>\n<p>虽然分析师认为估值是驱动股价的重要因素(而估值对特斯拉而言非常主观,从华尔街宽松的目标价区间可见),但投资者对增长前景的乐观态度不容忽视,因为这推动了增长势头。就特斯拉而言,多头不仅看到了电动车市场的巨大机会,还考虑了特斯拉在自动驾驶、<a href=\"https://laohu8.com/S/300024\">机器人</a>出租车、保险、能源等方面的前景,这大大催生了看涨乐观情绪,导致股价进一步爬升。</p>\n<p><b>不过,正如看跌投资者所说的,需注意的关键风险是特斯拉离实现预期目标似乎还很遥远。如果目标实现不了,估值溢价将难以持续。</b></p>\n<p>另一方面,如上文所说,特斯拉目前估值似乎与其他纯电动车同行并不脱节,看涨者当然可以认为估值合理。对投资者而言,更具挑战性的是考虑特斯拉如何冲入1000美元大关。分析师认为,目前无论是看涨者还是看跌者,在了解特斯拉的市场机会后,仍然无法提供令人信服的基本面依据。</p>\n<p><b>特斯拉股价动态和趋势分析</b></p>\n<p>下图为特斯拉的周K线图:</p>\n<p><img src=\"https://static.tigerbbs.com/700f88c4fd796d7d26b1f0c21cf529ae\" tg-width=\"972\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>前文强调,尽管市场上负面新闻和唱跌声音不断,但自疫情期间市场触底以来,特斯拉股票回报一直不错。这里不是说2020年为投资者提供的巨大回报,而是特斯拉股价表现中清楚反映出的长期强劲势头。</p>\n<p>2021年2月(第一个低点)和2021年5月(第二个低点)的双重底给当时的股市造成了很大的负面情绪。</p>\n<p>熊市陷阱为强大而精明的市场参与者所用,在适当的时候引诱和套牢看跌的投资者,从负面情绪中获利,并在看跌者认为疲软情绪延续时扭转股价,从而做多。读者可回顾一下2月和5月期间对特斯拉的报道,了解当时市场看跌情绪。5月双重底走势是特斯拉的看涨信号,不幸的是,许多技术分析不善的投资者往往不能及时发现市场重要信号。</p>\n<p><b>那么,特斯拉能否冲入1000美元大关?</b></p>\n<p>从目前股价来看,安全系数很好。由于此前一路获利,分析师表示可以继续持有,毕竟方舟投资将特斯拉2025财年目标价设为3000美元。分析师认为,没有人能预测特斯拉能否冲入1000美元、甚至2000美元大关,也不能预测这何时发生。</p>\n<p><b>尽管如此,在分析了特斯拉目前估值、涨势、价位表现和长期上升趋势后,分析师认为这些要点或将特斯拉引向1000美元大关,而不是回落到500美元。</b></p>\n<p>最后,基于目前估值和股价表现,分析师暂时维持对特斯拉的中性评级。</p>","source":"lsy1606393433888","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>涨势再起,特斯拉股价能否冲上1000美元大关?</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涨势再起,特斯拉股价能否冲上1000美元大关?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 17:57 北京时间 <a href=https://news.ushknews.com/mobile/details.html?id=1003907><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>总结\n\n特斯拉股价年初走势不佳,后强劲复苏,过去三个月表现跑赢通用汽车和福特汽车。\n预计未来特斯拉EBIT(息税前利润)增长强劲,投资者应使用EBIT估值倍数评估股价。\n分析师列出了特斯拉股价能否闯入1000美元大关的因素。\n\n投资观点\n特斯拉在华尔街的关注度数一数二,33位分析师发表了针对特斯拉股价的观点。可以说,这只个股极具争议:华尔街精英分析师的目标价差异悬殊,从540美元到860美元不等,...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=1003907\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://news.ushknews.com/mobile/details.html?id=1003907","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179887160","content_text":"总结\n\n特斯拉股价年初走势不佳,后强劲复苏,过去三个月表现跑赢通用汽车和福特汽车。\n预计未来特斯拉EBIT(息税前利润)增长强劲,投资者应使用EBIT估值倍数评估股价。\n分析师列出了特斯拉股价能否闯入1000美元大关的因素。\n\n投资观点\n特斯拉在华尔街的关注度数一数二,33位分析师发表了针对特斯拉股价的观点。可以说,这只个股极具争议:华尔街精英分析师的目标价差异悬殊,从540美元到860美元不等,14位分析师予以强烈看涨/看涨评级,12位予以中性评级,7位予以强烈看跌/看跌的评级。\n\n再提一嘴,有名的特斯拉多头,方舟投资CEO及CIO木头姐Cathie Wood,最近重申看好特斯拉,甚至强调没有看到任何特斯拉股价泡沫形成;另一方面,华尔街对特斯拉股价意见不一(从上图的中性评级可以看出)反映了市场的不确定情绪,木头姐认为这有利于特斯拉越过“忧虑之墙”(指金融市场克服一系列负面因素并持续上升的周期性趋势),到2025年股价将攀升至3000美元。\n究竟特斯拉股价能否闯进1000美元大关?本文列出几大要点。\n特斯拉股价近日表现\n下图为特斯拉、福特汽车、通用汽车三个月股价表现对比(截至2021年9月2日)\n\n下图为特斯拉、VLUE、VUG三个月股价表现对比(截至2021年9月2日)\n\n毫无疑问,今年特斯拉明显跑输大盘,截至2021年9月2日的回报率仅为4.83%。然而过去三个月表现好转,回报率达18.6%,大大跑赢福特汽车(F.N)-11%和通用汽车(GM.N)-17.1%的回报率。成长股到价值股的轮换势头已惊人消退,成长股再次成为低价买入者的投资重点。对比过去三个月Vanguard成长股指数ETF(VUG)与iShares安硕MSCI美元价值因素ETF(VLUE)的表现,这一点可见一斑。\n随着成长股和特斯拉股价涨势恢复,投资者是时候思考,特斯拉能否突破拆股后达到的900美元历史高位,冲入1000美元大关。\n关注特斯拉EBIT增长\n下图为特斯拉季度出售碳排放信用额度的营收:\n\n二季度数据打脸特斯拉诋毁者的一贯说辞:特斯拉靠卖“碳”盈利。最近的季报显示,特斯拉季度营收同比增长308.3%至13.6亿美元,业绩亮眼。此外,尽管过去5个季度,特斯拉出售碳排放信用额度的营收最少达3.54亿美元,但随着公司规模不断扩大,特斯拉的基础经营业绩正取得巨大进步。\n\n随着公司运营规模扩大,特斯拉EBIT状况稳步改善,Q2录得32.5亿美元,前12个月EBIT累计增长7.8%。\n因此,投资者需考虑特斯拉EBIT未来将如何增长,从而了解如何正确评估特斯拉,看特斯拉能否冲入1000美元大关。\n特斯拉EBIT未来增速如何?\n下图为华尔街对特斯拉营收的平均共识预期:\n下图为华尔街对特斯拉复合年增长率的预测:\n\n从图中可以看出,即使是华尔街对特斯拉持中性评级的分析师,也预计特斯拉经营业绩继续提升。华尔街预测,特斯拉2025财年将录得营收1204亿美元(方舟投资预测为7000亿美元,华尔街预测值为其17.2%),这意味着年复合增长率达到惊人的24.4%。\n与之相比,通用汽车、丰田和大众到2025财年的营收年复合增长率分别为5.15%、3.14%和4.33%。华尔街自然期待,随着传统汽车制造商争相准备在未来几年大举转向电动汽车市场,特斯拉能继续加强在该市场的领导地位。\n虽然预计特斯拉营收年复合增长率相当亮眼,但更重要的是,特斯拉EBIT和EBITDA增速有望超出其营收增速,分别达到43.8%和26.7%。\n由于特斯拉未来EBIT或EBITDA增长可观,Seekingalpha分析师建议,对于习惯看营收估值倍数(企业价值/营收比率或市销率)的投资者,转用EBITDA或EBIT估值倍数来评估特斯拉股价,或许更加可取。\nSeekingalpha分析师将在后文介绍如何看这两个指标,并给出了估值模型。\n理解特斯拉EBIT估值倍数\n此处仅选取EBIT估值倍数进行讨论。考虑到特斯拉作为汽车厂商,资本支出利润率相对较高,讨论EBIT估值倍数意义较大。\n下图为特斯拉与汽车、软件公司的估值倍数混合对比:\n\n下图为特斯拉与软件公司的估值倍数对比:\n\n先简单介绍一下这两个组别的逻辑。第一组列举了部分汽车厂商。对比纯电动汽车厂商蔚来和比亚迪的远期估值倍数,特斯拉企业价值/2024财年EBIT的估值倍数为64.7倍,还算合理,并且特斯拉EBIT增速预计更快,利润率也比组内同行高。\n在第二组别中,对比头部新兴软件公司,特斯拉2024日历年的EBIT估值乘数同样显得合理。由于EBIT增长率亮眼,作为软件公司的特斯拉不输同行。Seekingalpha分析师认为,特斯拉可与Palantir或Zoom等头部新兴软件公司齐名,尽管特斯拉EBIT利润率低于其同行。\n\n在计算特斯拉的公允价值时,分析师选定EBIT估值倍数中位值60倍,得出的公允价值约为713美元。基于周四739美元的收盘价,特斯拉潜在跌幅为3.6%。\n分析师认为,巨大的EBIT增长是支撑特斯拉估值溢价的关键,且与纯电动车同行或软件同行相比,特斯拉估值溢价仍然合理。\n那么,如果以截至2024财年的预期来衡量特斯拉目前的估值是合理的话,那么在未来几年内,特斯拉股价靠什么因素冲入1000美元大关?\n市场势头与增长强劲\n下图为Seekingalpha对特斯拉的量化评级:\n\n由图可见,除了估值因素,特斯拉在其他各项评级中成绩亮眼,尤其是其增长和盈利能力,均获最高的A+评级。另一方面,特斯拉价值评级仅获F,主要是因为量化系统将特斯拉与汽车厂商进行比较,传统汽车制造商相对较低的估值影响了特斯拉的评级。\n下图为Seekingalpha对特斯拉的股价势头评级:\n\n值得注意的是,特斯拉的3个月股价表现评级为A,表明涨势大增,因为多头期待股价升至今年1月的历史最高位。可惜的是,一些投资者没有考虑到当前势头,在转跌为涨的拐点采取了看跌立场。\n虽然分析师认为估值是驱动股价的重要因素(而估值对特斯拉而言非常主观,从华尔街宽松的目标价区间可见),但投资者对增长前景的乐观态度不容忽视,因为这推动了增长势头。就特斯拉而言,多头不仅看到了电动车市场的巨大机会,还考虑了特斯拉在自动驾驶、机器人出租车、保险、能源等方面的前景,这大大催生了看涨乐观情绪,导致股价进一步爬升。\n不过,正如看跌投资者所说的,需注意的关键风险是特斯拉离实现预期目标似乎还很遥远。如果目标实现不了,估值溢价将难以持续。\n另一方面,如上文所说,特斯拉目前估值似乎与其他纯电动车同行并不脱节,看涨者当然可以认为估值合理。对投资者而言,更具挑战性的是考虑特斯拉如何冲入1000美元大关。分析师认为,目前无论是看涨者还是看跌者,在了解特斯拉的市场机会后,仍然无法提供令人信服的基本面依据。\n特斯拉股价动态和趋势分析\n下图为特斯拉的周K线图:\n\n前文强调,尽管市场上负面新闻和唱跌声音不断,但自疫情期间市场触底以来,特斯拉股票回报一直不错。这里不是说2020年为投资者提供的巨大回报,而是特斯拉股价表现中清楚反映出的长期强劲势头。\n2021年2月(第一个低点)和2021年5月(第二个低点)的双重底给当时的股市造成了很大的负面情绪。\n熊市陷阱为强大而精明的市场参与者所用,在适当的时候引诱和套牢看跌的投资者,从负面情绪中获利,并在看跌者认为疲软情绪延续时扭转股价,从而做多。读者可回顾一下2月和5月期间对特斯拉的报道,了解当时市场看跌情绪。5月双重底走势是特斯拉的看涨信号,不幸的是,许多技术分析不善的投资者往往不能及时发现市场重要信号。\n那么,特斯拉能否冲入1000美元大关?\n从目前股价来看,安全系数很好。由于此前一路获利,分析师表示可以继续持有,毕竟方舟投资将特斯拉2025财年目标价设为3000美元。分析师认为,没有人能预测特斯拉能否冲入1000美元、甚至2000美元大关,也不能预测这何时发生。\n尽管如此,在分析了特斯拉目前估值、涨势、价位表现和长期上升趋势后,分析师认为这些要点或将特斯拉引向1000美元大关,而不是回落到500美元。\n最后,基于目前估值和股价表现,分析师暂时维持对特斯拉的中性评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815535619,"gmtCreate":1630688382331,"gmtModify":1631893454116,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815535619","repostId":"1152020609","repostType":4,"repost":{"id":"1152020609","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":1630572749,"share":"https://www.laohu8.com/m/news/1152020609?lang=&edition=full","pubTime":"2021-09-02 16:52","market":"hk","language":"zh","title":"提醒:因美国劳工节,美股9月6日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1152020609","media":"老虎资讯综合","summary":"9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n九月的第一个星期一是美国的劳工节(Labor Day),在189","content":"<p>9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p>九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。</p>\n<p>这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p></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>提醒:因美国劳工节,美股9月6日休市一天</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提醒:因美国劳工节,美股9月6日休市一天\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\">2021-09-02 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p>九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。</p>\n<p>这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152020609","content_text":"9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。\n这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832889548,"gmtCreate":1629606099784,"gmtModify":1631893454125,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] 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","text":"[晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808953060","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","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":1627554833,"share":"https://www.laohu8.com/m/news/1147448167?lang=&edition=full","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"滴滴出行:有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" 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>滴滴出行:有关滴滴私有化的传闻为不实信息</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴出行:有关滴滴私有化的传闻为不实信息\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\">2021-07-29 18:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800797179,"gmtCreate":1627317195391,"gmtModify":1633766166709,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800797179","repostId":"1187696878","repostType":4,"repost":{"id":"1187696878","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1627311407,"share":"https://www.laohu8.com/m/news/1187696878?lang=&edition=full","pubTime":"2021-07-26 22:56","market":"us","language":"zh","title":"盘后的特斯拉财报,市场关注什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1187696878","media":"华尔街见闻","summary":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三","content":"<blockquote>\n 产能建设、毛利率,以及辅助驾驶系统FSD。\n</blockquote>\n<p>按照计划,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?</p>\n<p>瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。</p>\n<p>具体来看,Dan Levy在谈到产能问题时指出,<b>随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。</b></p>\n<p>他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。</p>\n<p>而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,<b>在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。</b></p>\n<p>他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。</p>\n<p>此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。</p>\n<p>他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。</p>\n<p>瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。</p>\n<p>事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 \"深陷泥潭\",形成了下降三角形,而在过去的六个月当中一直处于盘整。</p>\n<p>Johnson也在一封电子邮件当中给出了自己的股价预测:倘若跌破563美元的支撑,后续有可能跌至去年11月的低位408美元附近;而如果能收在689美元以上,则后续可能测试此前883美元的收盘新高。</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>盘后的特斯拉财报,市场关注什么?</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; 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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盘后的特斯拉财报,市场关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-26 22:56 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187696878","content_text":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。\n他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。\n而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。\n他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。\n此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。\n他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。\n瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。\n事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 \"深陷泥潭\",形成了下降三角形,而在过去的六个月当中一直处于盘整。\nJohnson也在一封电子邮件当中给出了自己的股价预测:倘若跌破563美元的支撑,后续有可能跌至去年11月的低位408美元附近;而如果能收在689美元以上,则后续可能测试此前883美元的收盘新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800797359,"gmtCreate":1627317179971,"gmtModify":1633766166831,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800797359","repostId":"1187696878","repostType":4,"repost":{"id":"1187696878","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1627311407,"share":"https://www.laohu8.com/m/news/1187696878?lang=&edition=full","pubTime":"2021-07-26 22:56","market":"us","language":"zh","title":"盘后的特斯拉财报,市场关注什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1187696878","media":"华尔街见闻","summary":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三","content":"<blockquote>\n 产能建设、毛利率,以及辅助驾驶系统FSD。\n</blockquote>\n<p>按照计划,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?</p>\n<p>瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。</p>\n<p>具体来看,Dan Levy在谈到产能问题时指出,<b>随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。</b></p>\n<p>他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。</p>\n<p>而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,<b>在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。</b></p>\n<p>他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。</p>\n<p>此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。</p>\n<p>他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。</p>\n<p>瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。</p>\n<p>事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 \"深陷泥潭\",形成了下降三角形,而在过去的六个月当中一直处于盘整。</p>\n<p>Johnson也在一封电子邮件当中给出了自己的股价预测:倘若跌破563美元的支撑,后续有可能跌至去年11月的低位408美元附近;而如果能收在689美元以上,则后续可能测试此前883美元的收盘新高。</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>盘后的特斯拉财报,市场关注什么?</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; 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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盘后的特斯拉财报,市场关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-26 22:56 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187696878","content_text":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。\n他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。\n而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。\n他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。\n此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。\n他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。\n瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。\n事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156831061","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://www.laohu8.com/m/news/1168133884?lang=&edition=full","pubTime":"2021-06-30 10:48","market":"fut","language":"zh","title":"提醒:因美国独立日假期,7月5日美股全天休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月","content":"<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>提醒:因美国独立日假期,7月5日美股全天休市</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提醒:因美国独立日假期,7月5日美股全天休市\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\">2021-06-30 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159102798,"gmtCreate":1624945552814,"gmtModify":1633946641205,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强] ","listText":"[强] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807086222","repostId":"1119518754","repostType":4,"repost":{"id":"1119518754","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":1627987497,"share":"https://www.laohu8.com/m/news/1119518754?lang=&edition=full","pubTime":"2021-08-03 18:44","market":"hk","language":"zh","title":"哔哩哔哩港股被美国资本集团减持170.47万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1119518754","media":"老虎资讯综合","summary":"减持每股平均价712.689港元。","content":"<p>港交所权益资料显示,<a href=\"https://laohu8.com/S/09626\">哔哩哔哩</a>港股被美国资本集团于7月29日在场内以每股平均价712.689港元减持170.47万股,涉资约12.15亿港元。</p>\n<p>减持后,美国资本集团最新持股数目为2036.20万股,持股比例由7.34%降至6.77%。</p>\n<p><img src=\"https://static.tigerbbs.com/344fb83b83bb5a646dfa2fdf3a502fe8\" tg-width=\"840\" tg-height=\"470\" 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>哔哩哔哩港股被美国资本集团减持170.47万股</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; 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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哔哩哔哩港股被美国资本集团减持170.47万股\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\">2021-08-03 18:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>港交所权益资料显示,<a href=\"https://laohu8.com/S/09626\">哔哩哔哩</a>港股被美国资本集团于7月29日在场内以每股平均价712.689港元减持170.47万股,涉资约12.15亿港元。</p>\n<p>减持后,美国资本集团最新持股数目为2036.20万股,持股比例由7.34%降至6.77%。</p>\n<p><img src=\"https://static.tigerbbs.com/344fb83b83bb5a646dfa2fdf3a502fe8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119518754","content_text":"港交所权益资料显示,哔哩哔哩港股被美国资本集团于7月29日在场内以每股平均价712.689港元减持170.47万股,涉资约12.15亿港元。\n减持后,美国资本集团最新持股数目为2036.20万股,持股比例由7.34%降至6.77%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161993630,"gmtCreate":1623899208820,"gmtModify":1634026147728,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"点赞留言🙏","listText":"点赞留言🙏","text":"点赞留言🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/161993630","repostId":"1186688505","repostType":4,"repost":{"id":"1186688505","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":1623891302,"share":"https://www.laohu8.com/m/news/1186688505?lang=&edition=full","pubTime":"2021-06-17 08:55","market":"hk","language":"zh","title":"优然牧业一手中签率80%,认购3手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1186688505","media":"老虎资讯综合","summary":"6月17日消息,本周四优然牧业发布公告,公司发行7.15亿股股份,每股定价6.98港元,每手1000股,预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目","content":"<p>6月17日消息,本周四<a href=\"https://laohu8.com/S/09858\">优然牧业</a>发布公告,公司发行7.15亿股股份,每股定价6.98港元,每手1000股,预期将于6月18日上市。</p>\n<p>公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。</p>\n<p>此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手1000股,入场费8,747.26港元。一手中签率80%,认购3手稳中一手。</p>\n<p>乙组门槛为60万股,申购所需资金约5,248,360.09港元。<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。</p>\n<p>此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:</p>\n<p>筹资用途方面,公司拟将全球发售所得款项净额约32.38亿港元用于以下用途:约75%将分配用于拨付未来两年的投资项目,包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备;约15%或将分配用于牧场购买奶牛;约10%将分配用于营运资金及一般企业用途。</p>\n<p>据悉,优然牧业成立于1984年,曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司,2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者,业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。</p>\n<p>根据弗若斯特沙利文的资料,<b>按2020年收入计,公司是中国规模最大的乳业上游综合产品和服务提供商。</b>公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部,向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务,伊利是优然牧业最大的客户。</p>\n<p>财务数据方面,2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元,复合年增长率为36.4%;同期录得净利润6.53亿元、8.02亿元及15.41亿元,复合年增长率为53.6%。</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>优然牧业一手中签率80%,认购3手稳中一手</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优然牧业一手中签率80%,认购3手稳中一手\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\">2021-06-17 08:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月17日消息,本周四<a href=\"https://laohu8.com/S/09858\">优然牧业</a>发布公告,公司发行7.15亿股股份,每股定价6.98港元,每手1000股,预期将于6月18日上市。</p>\n<p>公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。</p>\n<p>此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:<img src=\"https://static.tigerbbs.com/a2349a0d398ab0b7c627322586dc1995\" tg-width=\"661\" tg-height=\"550\" referrerpolicy=\"no-referrer\"><b>申购阶梯:</b></p>\n<p>每手1000股,入场费8,747.26港元。一手中签率80%,认购3手稳中一手。</p>\n<p>乙组门槛为60万股,申购所需资金约5,248,360.09港元。<img src=\"https://static.tigerbbs.com/183b55b260a699e4eed6d62b7a2b20d9\" tg-width=\"713\" tg-height=\"208\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/baef5fa28b0cc392f49dad86d7d64628\" tg-width=\"721\" tg-height=\"786\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/46328b4384685df91ed4359f3713a90a\" tg-width=\"714\" tg-height=\"329\" referrerpolicy=\"no-referrer\">公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。</p>\n<p>此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:</p>\n<p>筹资用途方面,公司拟将全球发售所得款项净额约32.38亿港元用于以下用途:约75%将分配用于拨付未来两年的投资项目,包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备;约15%或将分配用于牧场购买奶牛;约10%将分配用于营运资金及一般企业用途。</p>\n<p>据悉,优然牧业成立于1984年,曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司,2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者,业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。</p>\n<p>根据弗若斯特沙利文的资料,<b>按2020年收入计,公司是中国规模最大的乳业上游综合产品和服务提供商。</b>公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部,向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务,伊利是优然牧业最大的客户。</p>\n<p>财务数据方面,2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元,复合年增长率为36.4%;同期录得净利润6.53亿元、8.02亿元及15.41亿元,复合年增长率为53.6%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22fb0a544aa253b668379d9f58bbe5a9","relate_stocks":{"09858":"优然牧业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186688505","content_text":"6月17日消息,本周四优然牧业发布公告,公司发行7.15亿股股份,每股定价6.98港元,每手1000股,预期将于6月18日上市。\n公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。\n此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:申购阶梯:\n每手1000股,入场费8,747.26港元。一手中签率80%,认购3手稳中一手。\n乙组门槛为60万股,申购所需资金约5,248,360.09港元。公开发售阶段优然牧业获3.73倍认购,分配至公开发售的发售股份最终数目为7154.4万股,占发售股份总数的10%(任何超额配股权获行使前)。合共接获28283份有效申请,一手中签率80%,认购3手稳中一手。\n此外,国际发售获超额认购,发售股份最终数目为6.44亿股(不包括超额分配股份),相当于发售股份总数的90%。老虎资讯整理相关数据如下表:\n筹资用途方面,公司拟将全球发售所得款项净额约32.38亿港元用于以下用途:约75%将分配用于拨付未来两年的投资项目,包括兴建正在建设的牧场、新建的牧场及饲料生产基地并为其购置所需设施设备;约15%或将分配用于牧场购买奶牛;约10%将分配用于营运资金及一般企业用途。\n据悉,优然牧业成立于1984年,曾作为全球排名第五的大型乳制品制造商伊利旗下全资附属公司,2015年将业务从伊利分拆出来运营。目前公司已发展成为中国乳业上游市场的领导者,业务布局覆盖由育种到饲料再到原料奶生产的乳业上游全产业链。\n根据弗若斯特沙利文的资料,按2020年收入计,公司是中国规模最大的乳业上游综合产品和服务提供商。公司通过原料奶及反刍动物养殖系统化解决方案两个业务分部,向大型乳制品制造商提供优质原料奶并向牧场提供反刍动物养殖产品及服务,伊利是优然牧业最大的客户。\n财务数据方面,2018年至2020年公司总营收分别为人民币63.34亿元、76.68亿元及117.81亿元,复合年增长率为36.4%;同期录得净利润6.53亿元、8.02亿元及15.41亿元,复合年增长率为53.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800797179,"gmtCreate":1627317195391,"gmtModify":1633766166709,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/800797179","repostId":"1187696878","repostType":4,"repost":{"id":"1187696878","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1627311407,"share":"https://www.laohu8.com/m/news/1187696878?lang=&edition=full","pubTime":"2021-07-26 22:56","market":"us","language":"zh","title":"盘后的特斯拉财报,市场关注什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1187696878","media":"华尔街见闻","summary":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三","content":"<blockquote>\n 产能建设、毛利率,以及辅助驾驶系统FSD。\n</blockquote>\n<p>按照计划,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?</p>\n<p>瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。</p>\n<p>具体来看,Dan Levy在谈到产能问题时指出,<b>随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。</b></p>\n<p>他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。</p>\n<p>而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,<b>在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。</b></p>\n<p>他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。</p>\n<p>此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。</p>\n<p>他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。</p>\n<p>瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。</p>\n<p>事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 \"深陷泥潭\",形成了下降三角形,而在过去的六个月当中一直处于盘整。</p>\n<p>Johnson也在一封电子邮件当中给出了自己的股价预测:倘若跌破563美元的支撑,后续有可能跌至去年11月的低位408美元附近;而如果能收在689美元以上,则后续可能测试此前883美元的收盘新高。</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>盘后的特斯拉财报,市场关注什么?</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; 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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盘后的特斯拉财报,市场关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-26 22:56 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187696878","content_text":"产能建设、毛利率,以及辅助驾驶系统FSD。\n\n按照计划,特斯拉将在周一美股收盘之后公布2021年二季度的财报,那么市场的关注点在哪些方面?\n瑞信分析师Dan Levy在7月21日的研报当中认为主要有三点:产能建设,毛利率的上升,以及辅助驾驶系统FSD。\n具体来看,Dan Levy在谈到产能问题时指出,随着在美国德州以及德国柏林等地的工厂新建及扩建,预计特斯拉的总体产能将在今年底达到144万辆(当前为105万辆)。\n他在做出上述预测时表示,产量增加的部分代表了他们对于汽车交付量的预期,而这与市场一致预期相比仍有上升空间。\n而对于毛利率问题,Dan Levy认为这可能是财报中的亮点。他在研报当中预测,在去除信贷因素之后,特斯拉二季度的毛利率将会达到25%,按季环比将上升300个基点,这也将是特斯拉从2017年一季度以来最高的季度毛利率。\n他认为,销量的增长、价格的上涨以及有利的组合或能抵消更高的原材料成本,以及生产效率的降低。\n此外在研报当中,Dan Levy还谈到了FSD的问题。他认为,FSD的吸引力对特斯拉的股价将成为利好,因为汽车制造商正在自动驾驶方面展开竞争。但他也提醒,对于特斯拉的未来预期要适当,因为部分人士对于特斯拉未经充分验证就发布新功能的行为表示了担忧。\n他在该段最后指出,FSD订阅产品的吸引力产生的影响是积极的,因为投资者对经常性收入的重视程度正在增加,不过也需要注意它对短期财务状况会产生何种影响。\n瑞信在该份研报当中对特斯拉给予“中性”评级,目标价维持800美元。此外,瑞信还将特斯拉2021年每股净利润的预测值由5.72美元下调至5.59美元。\n事实上,对于特斯拉的股价问题,Piper Sandler首席市场技术分析师Craig Johnson上周五在接受CNBC访问时指出,特斯拉股价一直 \"深陷泥潭\",形成了下降三角形,而在过去的六个月当中一直处于盘整。\nJohnson也在一封电子邮件当中给出了自己的股价预测:倘若跌破563美元的支撑,后续有可能跌至去年11月的低位408美元附近;而如果能收在689美元以上,则后续可能测试此前883美元的收盘新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815535619,"gmtCreate":1630688382331,"gmtModify":1631893454116,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815535619","repostId":"1152020609","repostType":4,"repost":{"id":"1152020609","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":1630572749,"share":"https://www.laohu8.com/m/news/1152020609?lang=&edition=full","pubTime":"2021-09-02 16:52","market":"hk","language":"zh","title":"提醒:因美国劳工节,美股9月6日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1152020609","media":"老虎资讯综合","summary":"9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n九月的第一个星期一是美国的劳工节(Labor Day),在189","content":"<p>9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p>九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。</p>\n<p>这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p></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>提醒:因美国劳工节,美股9月6日休市一天</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提醒:因美国劳工节,美股9月6日休市一天\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\">2021-09-02 16:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。</p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p>九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。</p>\n<p>这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。</p>\n<p><img src=\"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e\" tg-width=\"800\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a3b13247eca5b02ef7724259aead09e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152020609","content_text":"9月6日(下周一),美国股市因劳工节休市一天,9月7日(下周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n九月的第一个星期一是美国的劳工节(Labor Day),在1894年被确立为美国的国家节日,即美国的劳动节。\n这一天,全美各地民众一般都会举行游行、集会等各种庆祝活动,以示对劳工的尊重。在一些州,人们在游行之后还要举办野餐会,热闹地吃喝、唱歌、跳舞。入夜,有的地方还会放焰火。","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896440034,"gmtCreate":1628602984428,"gmtModify":1631893454133,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[捂脸] ","listText":"[捂脸] ","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896440034","repostId":"2158441870","repostType":4,"repost":{"id":"2158441870","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1045080548","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1628592001,"share":"https://www.laohu8.com/m/news/2158441870?lang=&edition=full","pubTime":"2021-08-10 18:40","market":"us","language":"zh","title":"马斯克有多狂?绝望时刻求收购还想当苹果CEO","url":"https://stock-news.laohu8.com/highlight/detail?id=2158441870","media":"华尔街见闻","summary":"2016年,汽车难产,现金流紧张的特斯拉CEO马斯克接到一通苹果CEO库克主动打来的电话,表示愿意收购当时深陷危机的特斯拉。库克本想和马斯克友好的谈论收购事宜。孰知马斯克口出狂言又来了句:“是苹果,我要成为特斯拉和苹果合并后的CEO。”去年12月,马斯克曾发推特表示,在2016年Model 3项目难产的“至暗时刻”,他联系了苹果CEO蒂姆·库克,有意将特斯拉出售给苹果公司,不过库克直接拒绝了他的见面邀请。","content":"<blockquote>\n 库克和马斯克作为商界的两位“顶流”,无论在私底下还是台面上早已硝烟四起。马斯克确实很聪明,但他的自大狂妄令芒格等人不太欣赏。\n</blockquote>\n<p>2016年,汽车难产,现金流紧张的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克接到一通<a href=\"https://laohu8.com/S/AAPL\">苹果</a>CEO库克主动打来的电话,表示愿意收购当时深陷危机的特斯拉。</p>\n<p>库克本想和马斯克友好的谈论收购事宜。马斯克给出的回答是“可以,不过我要继续当CEO”。库克表示那当然没问题。</p>\n<p>孰知马斯克口出狂言又来了句:“是苹果,我要成为特斯拉和苹果合并后的CEO。”</p>\n<p><img src=\"https://static.tigerbbs.com/65825bf0c25b4f6b9e027a017d57fc62\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>听罢,向来温文儒雅库克随即口吐芬芳,以F开头问候了马斯克和他爹妈,并直接挂断了电话。</p>\n<p><img src=\"https://static.tigerbbs.com/085077c3f1d144be8df3b1b0de7b234a\" tg-width=\"295\" tg-height=\"221\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>上述这段故事,出自华尔街日报汽车和技术记者Tim Higgins的新书</b>《Power Play: Tesla, Elon Musk, and the Bet of the Century》。</p>\n<p><img src=\"https://static.tigerbbs.com/8dbbe35211ec4293a551c06b8022554b\" tg-width=\"1052\" tg-height=\"489\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>暂且不论这则第三方叙述的事情真假,至少人们此前所津津乐道的是另一个截然不同的版本。</p>\n<p>去年12月,马斯克曾发推特表示,在2016年Model 3项目难产的“至暗时刻”,他联系了苹果CEO蒂姆·库克,有意将特斯拉出售给苹果公司,不过库克直接拒绝了他的见面邀请。</p>\n<p><img src=\"https://static.tigerbbs.com/a409b5a7b05348eb8d632483d62647ef\" tg-width=\"648\" tg-height=\"314\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这听起来似乎也很合理,因为作为汽车行业的革命者,特斯拉和马斯克在此前的多年间都饱受质疑。</p>\n<p>人们质疑的观点也很有说服力:</p>\n<ul>\n <li><p>第一,能源的范式转换并不是个轻松的过程;</p></li>\n <li><p>第二,做整车制造非常烧钱且十分以来供应链支撑,无论从现金流还是产能角度来说,特斯拉的底气都不够硬。与此同时,它的竞争对手都有大量的现金储备,不会轻易退出这一市场;</p></li>\n <li><p>第三,作为特斯拉CEO的马斯克,虽才智过人但性格不够稳重,经常口无遮拦,不兑现诺言。</p></li>\n</ul>\n<p>即便是距今仅3年的2018年,特斯拉仍在为每周5000辆的汽车生产目标苦苦挣扎, 对此福特总裁Steve Armstrong当时还发推特嘲讽称“我们生产7000量车只需4个小时 ”。</p>\n<p>没有多少人能想到,5年前尚处于生死存亡关头的特斯拉,通过短短数年已一跃成为全球市值最高的汽车公司,还一度超过全球九大汽车企业(大众、丰田、日产、现代、通用、福特、本田、菲亚特克莱斯勒和<a href=\"https://laohu8.com/S/0NQ9.UK\">标致</a>)的市值之和。</p>\n<p>总而言之,在当时那种情况下,库克确实没有理马斯克的必要,他们的主营业务是手机和平板电脑等消费电子品,并且是毫无争议的行业龙头,没必要再去一个不被看好的新行业攻城略地。</p>\n<p>无论如何,与众多科技行业大佬们的八卦传闻一样,双方都对书中的这段传闻矢口否认。</p>\n<p>库克不仅称自己从未和马斯克说过话,还顺便赞誉了马斯克一番。</p>\n<p><img src=\"https://static.tigerbbs.com/82c166418c9949ee9bfb6955b2e92243\" tg-width=\"259\" tg-height=\"194\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>马斯克也对此回应道“库克从未与我说过话或写过信,有次我想与库克见面讨论收购特斯拉的事情,但他拒绝了会面”。</p>\n<p><img src=\"https://static.tigerbbs.com/97d514c18053470e882eb2d72eb5aa6a\" tg-width=\"844\" tg-height=\"568\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而,<b>让我们把时间的指针拨回到几年前,再从那些过往事件中找寻蛛丝马迹,会发现Higgins所述也并非完全空穴来风。</b></p>\n<h2><b>01</b></h2>\n<h2><b>“商界”顶流的战争</b></h2>\n<p>库克和马斯克作为商界的两位“顶流”,无论在私底下还是台面上早已硝烟四起。</p>\n<p>先说苹果这边,2018年开始,苹果开始涉足电动车项目并开始了大手笔的研发支出,该项目的研发人员大多来自对特斯拉的“挖墙脚”。</p>\n<p>只要锄头舞得好,哪有墙角挖不倒。据<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>,截至2019年底,苹果已从特斯拉挖走超过300名技术人员。</p>\n<p>相比库克的暗中角力,马斯克选择直接嘴炮。</p>\n<p>他称苹果挖“挖墙脚”的行为是“苹果只招我们不要的人,只有在特斯拉未能取得成功的人才会离开,前往苹果工作”。</p>\n<p>此外,在特斯拉2021年二季度财报发布活动中,马斯克讽刺了苹果在其设备的电池中使用了大量钴,并顺便吹了一波特斯拉的磷酸铁锂电池。他还将苹果不支持第三方充电的政策称之为“围墙花园”,表现的十分嗤之以鼻。</p>\n<p>如果说苹果公司的全球影响力力压特斯拉,那么在这两家公司的CEO薪酬上,马斯克则远远甩了库克几条街。</p>\n<p>据福布斯,马斯克已连续三年薪酬位居全球CEO之首,其去年全年薪酬为66.58亿美元,约合430.5亿元人民币,库克去年的年薪为2.65亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/56fe1ea348fd4ebc9c23cc67f462bcbf\" tg-width=\"641\" tg-height=\"630\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>科技</p>\n<h2><b>02</b></h2>\n<h2><b>马斯克的AB面</b></h2>\n<p>马斯克确实有狂妄的资本,他足够聪明,行动力强。除了特斯拉之外,他还参与创建了制造可回收火箭的太空探索公司SpaceX、制造可<a href=\"https://laohu8.com/S/000591\">太阳能</a>发电系统的SolarCity、挖隧道打造亚音速浮空列车系统Hyperlloop、脑神经接口公司Neuralink。</p>\n<p><b>故事讲的好,令特斯拉的散户拥趸那是大大的多。</b></p>\n<p><b>但马斯克的自大狂妄也令芒格等人不太欣赏。</b></p>\n<p>今年2月14日,在每日期刊的年度股东会上,有听众表示自己最喜欢芒格说的“要雇佣那些智商130,却认为自己只有120智商的人 ,如果智商只有150,却认为自己有170智商的人就麻烦了”。芒格表示“你说的一定是马斯克”。</p>\n<p>此外,芒格还曾表示,我不会买特斯拉的股票,我也不会做空特斯拉。</p>\n<p>不过他也说道,“永远不要低估一个人,即使他高估了自己。我认为马斯克是很特殊的,他可能高估了自己,但他并不总是错的”。</p>\n<p>在另一次访谈中,芒格称:</p>\n<blockquote>\n 特斯拉已经创造了远超他人预期的成就,创始人非常大胆和聪明,并且尝试达成那些难以达到的目标,像这样的人很可能取得无法估量的成就,不过这些人可能也会失败得非常快,我不知道马斯克最后能取得什么样的成就。但是,我认为马斯克向当大的可能性成功,也有相当大的可能性失败,他似乎很喜欢这样。我认为他聪明且自大,我没有办法批评任何聪明且自大的人。\n</blockquote>","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>马斯克有多狂?绝望时刻求收购还想当苹果CEO</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马斯克有多狂?绝望时刻求收购还想当苹果CEO\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-10 18:40 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>库克和马斯克作为商界的两位“顶流”,无论在私底下还是台面上早已硝烟四起。马斯克确实很聪明,但他的自大狂妄令芒格等人不太欣赏。\n\n2016年,汽车难产,现金流紧张的特斯拉CEO马斯克接到一通苹果CEO库克主动打来的电话,表示愿意收购当时深陷危机的特斯拉。\n库克本想和马斯克友好的谈论收购事宜。马斯克给出的回答是“可以,不过我要继续当CEO”。库克表示那当然没问题。\n孰知马斯克口出狂言又来了句:“是苹果...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/164dc5093528f308c456aef1ad173b1e","relate_stocks":{"AAPL":"苹果","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2158441870","content_text":"库克和马斯克作为商界的两位“顶流”,无论在私底下还是台面上早已硝烟四起。马斯克确实很聪明,但他的自大狂妄令芒格等人不太欣赏。\n\n2016年,汽车难产,现金流紧张的特斯拉CEO马斯克接到一通苹果CEO库克主动打来的电话,表示愿意收购当时深陷危机的特斯拉。\n库克本想和马斯克友好的谈论收购事宜。马斯克给出的回答是“可以,不过我要继续当CEO”。库克表示那当然没问题。\n孰知马斯克口出狂言又来了句:“是苹果,我要成为特斯拉和苹果合并后的CEO。”\n\n听罢,向来温文儒雅库克随即口吐芬芳,以F开头问候了马斯克和他爹妈,并直接挂断了电话。\n\n上述这段故事,出自华尔街日报汽车和技术记者Tim Higgins的新书《Power Play: Tesla, Elon Musk, and the Bet of the Century》。\n\n暂且不论这则第三方叙述的事情真假,至少人们此前所津津乐道的是另一个截然不同的版本。\n去年12月,马斯克曾发推特表示,在2016年Model 3项目难产的“至暗时刻”,他联系了苹果CEO蒂姆·库克,有意将特斯拉出售给苹果公司,不过库克直接拒绝了他的见面邀请。\n\n这听起来似乎也很合理,因为作为汽车行业的革命者,特斯拉和马斯克在此前的多年间都饱受质疑。\n人们质疑的观点也很有说服力:\n\n第一,能源的范式转换并不是个轻松的过程;\n第二,做整车制造非常烧钱且十分以来供应链支撑,无论从现金流还是产能角度来说,特斯拉的底气都不够硬。与此同时,它的竞争对手都有大量的现金储备,不会轻易退出这一市场;\n第三,作为特斯拉CEO的马斯克,虽才智过人但性格不够稳重,经常口无遮拦,不兑现诺言。\n\n即便是距今仅3年的2018年,特斯拉仍在为每周5000辆的汽车生产目标苦苦挣扎, 对此福特总裁Steve Armstrong当时还发推特嘲讽称“我们生产7000量车只需4个小时 ”。\n没有多少人能想到,5年前尚处于生死存亡关头的特斯拉,通过短短数年已一跃成为全球市值最高的汽车公司,还一度超过全球九大汽车企业(大众、丰田、日产、现代、通用、福特、本田、菲亚特克莱斯勒和标致)的市值之和。\n总而言之,在当时那种情况下,库克确实没有理马斯克的必要,他们的主营业务是手机和平板电脑等消费电子品,并且是毫无争议的行业龙头,没必要再去一个不被看好的新行业攻城略地。\n无论如何,与众多科技行业大佬们的八卦传闻一样,双方都对书中的这段传闻矢口否认。\n库克不仅称自己从未和马斯克说过话,还顺便赞誉了马斯克一番。\n\n马斯克也对此回应道“库克从未与我说过话或写过信,有次我想与库克见面讨论收购特斯拉的事情,但他拒绝了会面”。\n\n然而,让我们把时间的指针拨回到几年前,再从那些过往事件中找寻蛛丝马迹,会发现Higgins所述也并非完全空穴来风。\n01\n“商界”顶流的战争\n库克和马斯克作为商界的两位“顶流”,无论在私底下还是台面上早已硝烟四起。\n先说苹果这边,2018年开始,苹果开始涉足电动车项目并开始了大手笔的研发支出,该项目的研发人员大多来自对特斯拉的“挖墙脚”。\n只要锄头舞得好,哪有墙角挖不倒。据纽约时报,截至2019年底,苹果已从特斯拉挖走超过300名技术人员。\n相比库克的暗中角力,马斯克选择直接嘴炮。\n他称苹果挖“挖墙脚”的行为是“苹果只招我们不要的人,只有在特斯拉未能取得成功的人才会离开,前往苹果工作”。\n此外,在特斯拉2021年二季度财报发布活动中,马斯克讽刺了苹果在其设备的电池中使用了大量钴,并顺便吹了一波特斯拉的磷酸铁锂电池。他还将苹果不支持第三方充电的政策称之为“围墙花园”,表现的十分嗤之以鼻。\n如果说苹果公司的全球影响力力压特斯拉,那么在这两家公司的CEO薪酬上,马斯克则远远甩了库克几条街。\n据福布斯,马斯克已连续三年薪酬位居全球CEO之首,其去年全年薪酬为66.58亿美元,约合430.5亿元人民币,库克去年的年薪为2.65亿美元。\n\n图片来源:腾讯科技\n02\n马斯克的AB面\n马斯克确实有狂妄的资本,他足够聪明,行动力强。除了特斯拉之外,他还参与创建了制造可回收火箭的太空探索公司SpaceX、制造可太阳能发电系统的SolarCity、挖隧道打造亚音速浮空列车系统Hyperlloop、脑神经接口公司Neuralink。\n故事讲的好,令特斯拉的散户拥趸那是大大的多。\n但马斯克的自大狂妄也令芒格等人不太欣赏。\n今年2月14日,在每日期刊的年度股东会上,有听众表示自己最喜欢芒格说的“要雇佣那些智商130,却认为自己只有120智商的人 ,如果智商只有150,却认为自己有170智商的人就麻烦了”。芒格表示“你说的一定是马斯克”。\n此外,芒格还曾表示,我不会买特斯拉的股票,我也不会做空特斯拉。\n不过他也说道,“永远不要低估一个人,即使他高估了自己。我认为马斯克是很特殊的,他可能高估了自己,但他并不总是错的”。\n在另一次访谈中,芒格称:\n\n 特斯拉已经创造了远超他人预期的成就,创始人非常大胆和聪明,并且尝试达成那些难以达到的目标,像这样的人很可能取得无法估量的成就,不过这些人可能也会失败得非常快,我不知道马斯克最后能取得什么样的成就。但是,我认为马斯克向当大的可能性成功,也有相当大的可能性失败,他似乎很喜欢这样。我认为他聪明且自大,我没有办法批评任何聪明且自大的人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121349529,"gmtCreate":1624455323161,"gmtModify":1634005924344,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] 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","text":"[晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808953060","repostId":"1147448167","repostType":4,"repost":{"id":"1147448167","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":1627554833,"share":"https://www.laohu8.com/m/news/1147448167?lang=&edition=full","pubTime":"2021-07-29 18:33","market":"other","language":"zh","title":"滴滴出行:有关滴滴私有化的传闻为不实信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1147448167","media":"老虎资讯综合","summary":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报","content":"<p><b><a href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" 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>滴滴出行:有关滴滴私有化的传闻为不实信息</title>\n<style 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href=\"https://laohu8.com/S/DIDI\">滴滴</a>出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。</b></p>\n<p>消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。</p>\n<p><img src=\"https://static.tigerbbs.com/22f69587ad9e2d2b93e2448e05ca54c4\" tg-width=\"1393\" tg-height=\"924\" referrerpolicy=\"no-referrer\"></p>\n<p>今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。<img src=\"https://static.tigerbbs.com/082d1974dbb4cacdba21c6b17a572a13\" tg-width=\"1216\" tg-height=\"767\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147448167","content_text":"滴滴出行:有关滴滴私有化的传闻为不实信息,目前公司正积极全面配合网络安全审查。\n消息公布之后,滴滴盘前股价回落,截至发稿涨幅至24%。\n\n今日盘前,滴滴股价突然直线拉升,一度涨超45%。据华尔街日报报道,滴滴正在考虑私有化,并赔偿投资者自该公司6月底在美上市以来遭受的损失。","news_type":1},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815537361,"gmtCreate":1630688615453,"gmtModify":1631893454118,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"👍[微笑] ","listText":"👍[微笑] 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👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890445425","repostId":"2157485002","repostType":4,"isVote":1,"tweetType":1,"viewCount":635,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890446809,"gmtCreate":1628130272201,"gmtModify":1633753286619,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[疑问] ","listText":"[疑问] 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156831061","repostId":"1168133884","repostType":4,"repost":{"id":"1168133884","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":1625021330,"share":"https://www.laohu8.com/m/news/1168133884?lang=&edition=full","pubTime":"2021-06-30 10:48","market":"fut","language":"zh","title":"提醒:因美国独立日假期,7月5日美股全天休市","url":"https://stock-news.laohu8.com/highlight/detail?id=1168133884","media":"老虎资讯综合","summary":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月","content":"<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></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>提醒:因美国独立日假期,7月5日美股全天休市</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提醒:因美国独立日假期,7月5日美股全天休市\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\">2021-06-30 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。</b></p>\n<p>港股、A股、英股、澳股、新加坡股市照常交易。</p>\n<p><b>背景简介:</b></p>\n<p><b>独立日</b>是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。<img src=\"https://static.tigerbbs.com/f87ddb03d9b4d56cf0dce9450e742016\" tg-width=\"626\" tg-height=\"417\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21dd6adec6b29203b5bca22347419441","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168133884","content_text":"因美国独立日假期,7月5日(周一)美股休市一日,7月6日(周二)起恢复交易。\n港股、A股、英股、澳股、新加坡股市照常交易。\n背景简介:\n独立日是美国法定国庆日,日期为每年7月4日,以纪念1776年7月4日大陆会议在费城正式通过《独立宣言》。美国的独立日,与宗教、民俗节日一样隆重,老百姓在节日前清洁院落,装饰家居,悬挂国旗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159102798,"gmtCreate":1624945552814,"gmtModify":1633946641205,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159102798","repostId":"1104770632","repostType":4,"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162630938,"gmtCreate":1624060418124,"gmtModify":1634023488628,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/162630938","repostId":"1108172429","repostType":4,"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186024366,"gmtCreate":1623466207155,"gmtModify":1634032792581,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186024366","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://www.laohu8.com/m/news/1105134625?lang=&edition=full","pubTime":"2021-06-08 16:14","market":"fut","language":"zh","title":"提醒:端午休市安排来了!港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日(周一)休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期,各主要市场休市安排如下:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>港股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>澳股:</b></p><p>6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>港股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>背景介绍:</b></p><p>端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。</p><p>端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" 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>提醒:端午休市安排来了!港股6月14日休市一天</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提醒:端午休市安排来了!港股6月14日休市一天\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\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期,各主要市场休市安排如下:<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>港股:</b></p><p>6月14日(周一)休市,6月15日(周二)起照常开市。</p><p><b>澳股:</b></p><p>6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>港股通:</b></p><p>6月14日(周一)不提供服务,6月15日(周二)起照常开通。</p><p><b>背景介绍:</b></p><p>端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。</p><p>端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期,各主要市场休市安排如下:A股:6月14日(周一)休市,6月15日(周二)起照常开市。港股:6月14日(周一)休市,6月15日(周二)起照常开市。澳股:6月14日(周一)因 Queen's Birthday 休市,6月15日(周二)起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。港股通:6月14日(周一)不提供服务,6月15日(周二)起照常开通。背景介绍:端午节,又称端阳节、龙舟节、天中节等,源于自然天象崇拜,由上古时代祭龙演变而来。仲夏端午,苍龙七宿飞升于正南中天,处于全年最“正中”之位,即如《易经·乾卦》第五爻的爻辞曰:“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容,蕴含着深邃丰厚的文化内涵,在传承发展中杂糅了多种民俗为一体,节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗,这两大礼俗在中国自古传承,至今不辍。端午节,本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽,后来人们亦将端午节作为纪念屈原的节日;也有纪念伍子胥、曹娥及介子推等说法。总的来说,端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪,注入夏季时令“祛病防疫\"风尚。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":183930147,"gmtCreate":1623298942089,"gmtModify":1634034815331,"author":{"id":"3585199934664533","authorId":"3585199934664533","name":"ev317","avatar":"https://static.tigerbbs.com/54c4d940f28256647d19cb37c6a3d45b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[惊讶] ","listText":"[惊讶] ","text":"[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/183930147","repostId":"2142246262","repostType":4,"repost":{"id":"2142246262","pubTimestamp":1623293230,"share":"https://www.laohu8.com/m/news/2142246262?lang=&edition=full","pubTime":"2021-06-10 10:47","market":"us","language":"zh","title":"分析称美国人去年投资比特币实现41亿美元收益","url":"https://stock-news.laohu8.com/highlight/detail?id=2142246262","media":"新浪财经","summary":"美国人2020年投资比特币的实现收益据估计达41亿美元,在全球排名第一。","content":"<p><img src=\"https://static.tigerbbs.com/ef0390335eb94aa39943f9d400dcc706\" tg-width=\"550\" tg-height=\"318\" referrerpolicy=\"no-referrer\"></p>\n<p>根据区块链分析公司Chainalysis的一份报告,美国人2020年投资比特币的实现收益据估计达41亿美元,在全球排名第一。</p>\n<p>Chainalysis研究总监Kim Grauer表示:“我们从过去的研究中知道,机构投资者对加密货币资产的投资正在增长,尤其是在美国。机构投资者与大量加密货币打交道,并且在过去一年里一直囤积比特币。”</p>\n<p>此外,“美国的上涨主要出现在年底,因此,我们怀疑很多符合这一特征的机构交易者在2020年底价格上涨时获利。”</p>\n<p>Grauer说:“我们估计,2020年底的上涨促使许多投资者制定退出计划,以实现当年早些时候的收益。”</p>\n<p>Chainalysis 通过测量流向不同加密货币交易所的链上资金,然后通过测量该比特币从平台上撤出时的美元价格与收到时的价格之差,粗略计算出全球 2020 年的比特币收益。“然后我们根据每个国家在每个交易所网站上所占的网络流量份额,按国家分配这些收益(或损失),这种分析给了我们一个合理的估计,即每个国家的比特币投资者在 2020 年获得的已实现收益,尽管它没有考虑到尚未从交易所提取的资产的收益。”</p>","source":"sina_symbol","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>分析称美国人去年投资比特币实现41亿美元收益</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\">\n分析称美国人去年投资比特币实现41亿美元收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 10:47 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8810792.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据区块链分析公司Chainalysis的一份报告,美国人2020年投资比特币的实现收益据估计达41亿美元,在全球排名第一。\nChainalysis研究总监Kim Grauer表示:“我们从过去的研究中知道,机构投资者对加密货币资产的投资正在增长,尤其是在美国。机构投资者与大量加密货币打交道,并且在过去一年里一直囤积比特币。”\n此外,“美国的上涨主要出现在年底,因此,我们怀疑很多符合这一特征的机构...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8810792.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/9712b6f035d7a01dae3855140d621802","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-10/doc-ikqciyzi8810792.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142246262","content_text":"根据区块链分析公司Chainalysis的一份报告,美国人2020年投资比特币的实现收益据估计达41亿美元,在全球排名第一。\nChainalysis研究总监Kim Grauer表示:“我们从过去的研究中知道,机构投资者对加密货币资产的投资正在增长,尤其是在美国。机构投资者与大量加密货币打交道,并且在过去一年里一直囤积比特币。”\n此外,“美国的上涨主要出现在年底,因此,我们怀疑很多符合这一特征的机构交易者在2020年底价格上涨时获利。”\nGrauer说:“我们估计,2020年底的上涨促使许多投资者制定退出计划,以实现当年早些时候的收益。”\nChainalysis 通过测量流向不同加密货币交易所的链上资金,然后通过测量该比特币从平台上撤出时的美元价格与收到时的价格之差,粗略计算出全球 2020 年的比特币收益。“然后我们根据每个国家在每个交易所网站上所占的网络流量份额,按国家分配这些收益(或损失),这种分析给了我们一个合理的估计,即每个国家的比特币投资者在 2020 年获得的已实现收益,尽管它没有考虑到尚未从交易所提取的资产的收益。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}