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刘彦杰

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- 刘彦杰刘彦杰
  ·2023-11-22
  $英伟达(NVDA)$ 财报不及预期哈哈哈哈
  690 评论
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- 刘彦杰刘彦杰
  ·2023-11-21
  $微软(MSFT)$ 利好消息
  793 评论
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- 刘彦杰刘彦杰
  ·2023-11-10
  产品涨跌不是很正常的吗？
  非常抱歉，此主贴已删除
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- 刘彦杰刘彦杰
  ·2023-11-10
  汇丰之前买入了大量做空期权、这孙子坏的很
  汇丰“建议卖出、目标价146”，特斯拉再度大跌5%
  当地时间11月9日周四，汇丰银行分析师Michael Tyndall下调特斯拉评级为“卖出”，设定目标价146美元，为当前股价下跌33%。特斯拉股价应声回落，当天收盘跌近5.5%。过去一个月以来，特斯拉股价累计下跌18.9%。当地时间11月6日，有媒体近距离参观特斯拉公开的Cybertruck原型机，称这辆车“看起来十分可怕”。此前，特斯拉曾承诺Cybertruck将于11月30日内完成交付，但根据目前的声音，高达100多万个订单的反馈可能会不尽人意。
  汇丰“建议卖出、目标价146”，特斯拉再度大跌5%
  973 评论
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- 刘彦杰刘彦杰
  ·2023-11-10
  $特斯拉(TSLA)$ 上涨是迟早的事
  605 评论
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- 刘彦杰刘彦杰
  ·2022-08-21
  BBB还有％50跌幅
  595 评论
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>财报不及预期哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>财报不及预期哈哈哈哈","text":"$英伟达(NVDA)$ 财报不及预期哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244012829618360","isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243625501806696,"gmtCreate":1700498591084,"gmtModify":1700498591984,"author":{"id":"3549693101900361","authorId":"3549693101900361","name":"刘彦杰","avatar":"https://static.tigerbbs.com/eaa575dc898e8d40197b9402e72dee61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>利好消息","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>利好消息","text":"$微软(MSFT)$ 利好消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243625501806696","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":240078863601720,"gmtCreate":1699631584348,"gmtModify":1699634402616,"author":{"id":"3549693101900361","authorId":"3549693101900361","name":"刘彦杰","avatar":"https://static.tigerbbs.com/eaa575dc898e8d40197b9402e72dee61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"产品涨跌不是很正常的吗？","listText":"产品涨跌不是很正常的吗？","text":"产品涨跌不是很正常的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/240078863601720","repostId":"1105432222","repostType":2,"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239967142252824,"gmtCreate":1699604351344,"gmtModify":1699604487249,"author":{"id":"3549693101900361","authorId":"3549693101900361","name":"刘彦杰","avatar":"https://static.tigerbbs.com/eaa575dc898e8d40197b9402e72dee61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"汇丰之前买入了大量做空期权、这孙子坏的很","listText":"汇丰之前买入了大量做空期权、这孙子坏的很","text":"汇丰之前买入了大量做空期权、这孙子坏的很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239967142252824","repostId":"1126443721","repostType":2,"repost":{"id":"1126443721","pubTimestamp":1699580471,"share":"https://www.laohu8.com/m/news/1126443721?lang=&edition=full","pubTime":"2023-11-10 09:41","market":"us","language":"zh","title":"汇丰“建议卖出、目标价146”，特斯拉再度大跌5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126443721","media":"华尔街见闻","summary":"当地时间11月9日周四，汇丰银行分析师Michael Tyndall下调特斯拉评级为“卖出”，设定目标价146美元，为当前股价下跌33%。特斯拉股价应声回落，当天收盘跌近5.5%。过去一个月以来，特斯拉股价累计下跌18.9%。当地时间11月6日，有媒体近距离参观特斯拉公开的Cybertruck原型机，称这辆车“看起来十分可怕”。此前，特斯拉曾承诺Cybertruck将于11月30日内完成交付，但根据目前的声音，高达100多万个订单的反馈可能会不尽人意。","content":"<html><head></head><body><blockquote><p><strong>非汽车产品将是增长的主要阻力，将于月内交付的Cybertruck或令人失望。</strong></p></blockquote><p style=\"text-align: justify;\">特斯拉的增长故事还能说下去吗？</p><p style=\"text-align: justify;\">当地时间11月9日周四，汇丰银行分析师Michael Tyndall下调特斯拉评级为“卖出”，设定目标价146美元，为当前股价下跌33%。</p><p style=\"text-align: justify;\">特斯拉股价应声回落，当天收盘跌近5.5%。过去一个月以来，特斯拉股价累计下跌18.9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d94b7926313ea3b8315343b3a66d6559\" tg-width=\"805\" tg-height=\"465\"/></p><p style=\"text-align: justify;\">Tyndall在报告中解释下调评级的原因为：<strong>“我们认为交付时间表可能比市场和估值反映的时间更长，因此降低该评级。”</strong></p><h2 id=\"id_1539531366\">非汽车产品将是增长的主要阻力</h2><p style=\"text-align: justify;\">具体而言，Tyndall认为有三点原因让他看跌特斯拉。</p><p style=\"text-align: justify;\"><strong>首先是交付时间。</strong>特斯拉此前公布的“到2030年交付2000万辆汽车”的目标很雄心壮志，但是鉴于该公司此前兑现承诺的表现，Tyndall对该目标能否如期实现表示怀疑，2000万的数字看起来“过于乐观”。Tyndall在报告中说：</p><blockquote><p style=\"text-align: justify;\">“我们的谨慎源于其各种想法的时间和商业化的不确定性。”</p></blockquote><p style=\"text-align: justify;\"><strong>其次是非汽车产品的前景。</strong>Tyndall认为包括Dojo计算机、全自动驾驶（FSD）在内的非汽车产品是特斯拉增长故事的主要阻力，因为“考虑到企业面临的监管和技术挑战，它们的预期资本成本远高于集团平均水平”。</p><p style=\"text-align: justify;\">最后，Tyndall称，<strong>首席执行官埃隆·马斯克是一个“风险”</strong>。Tyndall认为马斯克在全球范围内的个人声誉远超过集团本身，撇开其个人言论和其他追求不谈，马斯克的全球知名度在一定程度上大大节约了营销和广告成本，但其个人的突出地位也给特斯拉带来了“相当大的‘单身’风险”。</p><p style=\"text-align: justify;\">不过，Tyndall在报告中承认特斯拉目前在电动汽车市场的领先地位，并且认为<strong>其溢价具有合理性</strong>，他说：</p><blockquote><p style=\"text-align: justify;\">特斯拉汽车面临的挑战比现有汽车公司少，因此值得溢价：我们将传统汽车制造商视为前增长企业；他们向（很大程度上）饱和的市场销售产品，并且他们设定更高价格的能力历来受到限制。  </p></blockquote><p style=\"text-align: justify;\">Tyndall写到，上行风险包括全球电动汽车转型速度快于预期、特斯拉市场份额持续增长，以及FSD等产品有利的监管环境。</p><h2 id=\"id_858381679\">又一个看跌特斯拉的声音</h2><p style=\"text-align: justify;\">由于需求下滑，近日来，看跌情绪逐渐蔓延全球电动汽车市场，特斯拉作为龙头企业首当其冲。</p><p style=\"text-align: justify;\"><strong>让特斯拉股价雪上加霜的还有媒体对Cybertruck的悲观报道。</strong></p><p style=\"text-align: justify;\">当地时间11月6日，有媒体近距离参观特斯拉公开的Cybertruck原型机，称这辆车“看起来十分可怕”。</p><p style=\"text-align: justify;\">据悉，该原型车在表面涂层、构建质量、面板间隙、后方能见度等方面都具有一定程度的缺陷，该报道记者直言：</p><blockquote><p style=\"text-align: justify;\">“我不禁感到一种类似于二手货的尴尬。”</p><p style=\"text-align: justify;\">“我接触过数百辆原型车，从早期的测试骡子到接近生产的原型车，我从未见过一家汽车制造商自豪地展示质量如此差的东西。”</p></blockquote><p style=\"text-align: justify;\">此前，特斯拉曾承诺Cybertruck将于11月30日内完成交付，但根据目前的声音，高达100多万个订单的反馈可能会不尽人意。</p><p style=\"text-align: justify;\">就连马斯克本人，也在特斯拉三季度财报电话会上对Cybertruck的增长也持悲观态度，尽管马斯克称Cybertruck为特斯拉有史以来最好的产品，但<strong>“让Cybertruck的现金流专为正值将会面临巨大的挑战”</strong>。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰“建议卖出、目标价146”，特斯拉再度大跌5%</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汇丰“建议卖出、目标价146”，特斯拉再度大跌5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-10 09:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3701715><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>非汽车产品将是增长的主要阻力，将于月内交付的Cybertruck或令人失望。特斯拉的增长故事还能说下去吗？当地时间11月9日周四，汇丰银行分析师Michael Tyndall下调特斯拉评级为“卖出”，设定目标价146美元，为当前股价下跌33%。特斯拉股价应声回落，当天收盘跌近5.5%。过去一个月以来，特斯拉股价累计下跌18.9%。Tyndall在报告中解释下调评级的原因为：“我们认为交付时间表可能...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3701715\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3701715","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126443721","content_text":"非汽车产品将是增长的主要阻力，将于月内交付的Cybertruck或令人失望。特斯拉的增长故事还能说下去吗？当地时间11月9日周四，汇丰银行分析师Michael Tyndall下调特斯拉评级为“卖出”，设定目标价146美元，为当前股价下跌33%。特斯拉股价应声回落，当天收盘跌近5.5%。过去一个月以来，特斯拉股价累计下跌18.9%。Tyndall在报告中解释下调评级的原因为：“我们认为交付时间表可能比市场和估值反映的时间更长，因此降低该评级。”非汽车产品将是增长的主要阻力具体而言，Tyndall认为有三点原因让他看跌特斯拉。首先是交付时间。特斯拉此前公布的“到2030年交付2000万辆汽车”的目标很雄心壮志，但是鉴于该公司此前兑现承诺的表现，Tyndall对该目标能否如期实现表示怀疑，2000万的数字看起来“过于乐观”。Tyndall在报告中说：“我们的谨慎源于其各种想法的时间和商业化的不确定性。”其次是非汽车产品的前景。Tyndall认为包括Dojo计算机、全自动驾驶（FSD）在内的非汽车产品是特斯拉增长故事的主要阻力，因为“考虑到企业面临的监管和技术挑战，它们的预期资本成本远高于集团平均水平”。最后，Tyndall称，首席执行官埃隆·马斯克是一个“风险”。Tyndall认为马斯克在全球范围内的个人声誉远超过集团本身，撇开其个人言论和其他追求不谈，马斯克的全球知名度在一定程度上大大节约了营销和广告成本，但其个人的突出地位也给特斯拉带来了“相当大的‘单身’风险”。不过，Tyndall在报告中承认特斯拉目前在电动汽车市场的领先地位，并且认为其溢价具有合理性，他说：特斯拉汽车面临的挑战比现有汽车公司少，因此值得溢价：我们将传统汽车制造商视为前增长企业；他们向（很大程度上）饱和的市场销售产品，并且他们设定更高价格的能力历来受到限制。  Tyndall写到，上行风险包括全球电动汽车转型速度快于预期、特斯拉市场份额持续增长，以及FSD等产品有利的监管环境。又一个看跌特斯拉的声音由于需求下滑，近日来，看跌情绪逐渐蔓延全球电动汽车市场，特斯拉作为龙头企业首当其冲。让特斯拉股价雪上加霜的还有媒体对Cybertruck的悲观报道。当地时间11月6日，有媒体近距离参观特斯拉公开的Cybertruck原型机，称这辆车“看起来十分可怕”。据悉，该原型车在表面涂层、构建质量、面板间隙、后方能见度等方面都具有一定程度的缺陷，该报道记者直言：“我不禁感到一种类似于二手货的尴尬。”“我接触过数百辆原型车，从早期的测试骡子到接近生产的原型车，我从未见过一家汽车制造商自豪地展示质量如此差的东西。”此前，特斯拉曾承诺Cybertruck将于11月30日内完成交付，但根据目前的声音，高达100多万个订单的反馈可能会不尽人意。就连马斯克本人，也在特斯拉三季度财报电话会上对Cybertruck的增长也持悲观态度，尽管马斯克称Cybertruck为特斯拉有史以来最好的产品，但“让Cybertruck的现金流专为正值将会面临巨大的挑战”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239967233191952,"gmtCreate":1699604272852,"gmtModify":1699604468792,"author":{"id":"3549693101900361","authorId":"3549693101900361","name":"刘彦杰","avatar":"https://static.tigerbbs.com/eaa575dc898e8d40197b9402e72dee61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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上涨是迟早的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239967233191952","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687218006,"gmtCreate":1661048116910,"gmtModify":1661048661265,"author":{"id":"3549693101900361","authorId":"3549693101900361","name":"刘彦杰","avatar":"https://static.tigerbbs.com/eaa575dc898e8d40197b9402e72dee61","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"BBB还有％50跌幅","listText":"BBB还有％50跌幅","text":"BBB还有％50跌幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687218006","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}