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财源广进LZW
2022-07-22
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@飞鲸投资笔记:特斯拉22Q2最新财报分析--短线可能的催化剂
财源广进LZW
2022-01-25
加油股市，涨起来，大涨。
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EPS是2.18元，这个远远超过了预期的1.77元。这么大的差距，主要原因还是因为特斯拉卖出了其持有的75%的比特币，，其他因素包括了更高的ASP，降低的研发费用，以及更低的税率。毛利率方面，GAAP准则下汽车毛利率环比下降5个百分点，而非GAAP下降3.8个百分点至26.2%。这个下降我觉得是正常的，因为二季度上海工厂停工了很长时间。在运营方面，研发成本环比下降约2亿美元，考虑到该公司目前正在开发的所有产品，这比我想的要低。在现金","images":[{"img":"https://static.tigerbbs.com/c8662ef0145c1a4b9b9b79a52fbe8cbc","width":"632","height":"356"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686526183","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630723442,"gmtCreate":1643049858237,"gmtModify":1643049858237,"author":{"id":"4101196675265780","authorId":"4101196675265780","name":"财源广进LZW","avatar":"https://static.tigerbbs.com/58dd2db15e9669f22e4cb72088f05243","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101196675265780","authorIdStr":"4101196675265780"},"themes":[],"htmlText":"加油股市，涨起来，大涨。","listText":"加油股市，涨起来，大涨。","text":"加油股市，涨起来，大涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630723442","isVote":1,"tweetType":1,"viewCount":3656,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
