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LLMMYY
LLMMYY
·
2021-12-19
$特斯拉(TSLA)$
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LLMMYY
LLMMYY
·
2021-08-02
太好了
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LLMMYY
LLMMYY
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2021-07-30
加油
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LLMMYY
LLMMYY
·
2021-07-29
[微笑]
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LLMMYY
LLMMYY
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2021-07-29
Jia you
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LLMMYY
LLMMYY
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2021-07-29
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LLMMYY
LLMMYY
·
2021-07-27
[财迷]
盘后的特斯拉财报,市场关注什么?
产能建设、毛利率,以及辅助驾驶系统FSD。 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? 瑞信分析师Dan Levy在7月21日的研报当中认为主要有三
盘后的特斯拉财报,市场关注什么?
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LLMMYY
LLMMYY
·
2021-07-26
upupup
美股IPO又快要破纪录了!
美国股市再次兴起了一波IPO热潮,预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。 Renaissance Capital的数据显示,今年到目前为止,美国IPO的融资额
美股IPO又快要破纪录了!
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LLMMYY
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2021-07-26
upupup
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LLMMYY
LLMMYY
·
2021-07-24
加油
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","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800759168","repostId":"1187696878","repostType":4,"repost":{"id":"1187696878","kind":"news","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.laohunote.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{ 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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":{},"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":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800451878,"gmtCreate":1627313767294,"gmtModify":1633766197115,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577013325481265","authorIdStr":"3577013325481265"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800451878","repostId":"1123369206","repostType":4,"repost":{"id":"1123369206","kind":"news","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":1627311753,"share":"https://www.laohunote.com/m/news/1123369206?lang=&edition=full","pubTime":"2021-07-26 23:02","market":"us","language":"zh","title":"美股IPO又快要破纪录了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1123369206","media":"华尔街见闻","summary":"美国股市再次兴起了一波IPO热潮,预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示,今年到目前为止,美国IPO的融资额","content":"<blockquote>\n 美国股市再次兴起了一波IPO热潮,预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n</blockquote>\n<p>Renaissance Capital的数据显示,今年到目前为止,美国IPO的融资额已达890亿美元,较去年同期增长了232%。</p>\n<p>同时,今年美国共有250家公司进行IPO,较去年同期增长了191%,已经超过了去年一整年218家的总数量。</p>\n<p>据CNBC报道,Renaissance Capital称,今年迄今为止,市场融资额已经处于创纪录水平,<b>预计将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。</b></p>\n<p>Renaissance Capital的高级IPO市场策略师Matthew Kennedy表示:</p>\n<blockquote>\n 从历史经验来看,企业们能在此次IPO热潮中获得很高的估值。我们认为这要归功于数十年来独角兽企业的成长和风险投资资金的积累。\n</blockquote>\n<p>今年至少有9家公司的IPO股价较发行价翻了一倍。中国家政和家电服务公司易家家居服务(E-Home Household Service)自5月份上市以来,股价已飙升逾300%。</p>\n<p>许多类型的公司都在利用美国股市的蓬勃发展,如居家科技公司、医疗保健创新公司和电子商务公司等。</p>\n<p>生物科技公司<a href=\"https://laohu8.com/S/VERV\">Verve Therapeutics</a>、集装箱航运公司ZIM Integrated Shipping,以及在线支付公司dLocal,都是今年表现最好的IPO公司。</p>\n<p>随着疫情后经济的重新开放,人们对经济前景也持乐观态度,美股继续保持涨势。个人投资者的力量不断崛起壮大,推动了新一轮的IPO热潮。投资者们也希望从自己青睐的公司中分一杯羹。</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>美股IPO又快要破纪录了!</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股IPO又快要破纪录了!\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-26 23:02 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国股市再次兴起了一波IPO热潮,预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示,今年到目前为止,美国IPO的融资额已达890亿美元,较去年同期增长了232%。\n同时,今年美国共有250家公司进行IPO,较去年同期增长了191%,已经超过了去年一整年218家的总数量。\n据CNBC报道,Renaissance ...</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/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123369206","content_text":"美国股市再次兴起了一波IPO热潮,预计今年的融资额将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\n\nRenaissance Capital的数据显示,今年到目前为止,美国IPO的融资额已达890亿美元,较去年同期增长了232%。\n同时,今年美国共有250家公司进行IPO,较去年同期增长了191%,已经超过了去年一整年218家的总数量。\n据CNBC报道,Renaissance Capital称,今年迄今为止,市场融资额已经处于创纪录水平,预计将超过2000年互联网企业风靡时创下的970亿美元的最高纪录。\nRenaissance Capital的高级IPO市场策略师Matthew Kennedy表示:\n\n 从历史经验来看,企业们能在此次IPO热潮中获得很高的估值。我们认为这要归功于数十年来独角兽企业的成长和风险投资资金的积累。\n\n今年至少有9家公司的IPO股价较发行价翻了一倍。中国家政和家电服务公司易家家居服务(E-Home Household Service)自5月份上市以来,股价已飙升逾300%。\n许多类型的公司都在利用美国股市的蓬勃发展,如居家科技公司、医疗保健创新公司和电子商务公司等。\n生物科技公司Verve Therapeutics、集装箱航运公司ZIM Integrated Shipping,以及在线支付公司dLocal,都是今年表现最好的IPO公司。\n随着疫情后经济的重新开放,人们对经济前景也持乐观态度,美股继续保持涨势。个人投资者的力量不断崛起壮大,推动了新一轮的IPO热潮。投资者们也希望从自己青睐的公司中分一杯羹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800112666,"gmtCreate":1627286185455,"gmtModify":1633766521230,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577013325481265","authorIdStr":"3577013325481265"},"themes":[],"htmlText":"upupup","listText":"upupup","text":"upupup","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800112666","repostId":"2154956709","repostType":4,"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174702339,"gmtCreate":1627135207821,"gmtModify":1633767719178,"author":{"id":"3577013325481265","authorId":"3577013325481265","name":"LLMMYY","avatar":"https://static.tigerbbs.com/0673bd7a83e6b36e742df4a0eec734f4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577013325481265","authorIdStr":"3577013325481265"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174702339","repostId":"2153133933","repostType":4,"isVote":1,"tweetType":1,"viewCount":1573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}