TSLA is a buy

来源: hobiter 2018-01-05 21:20:27 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (13979 bytes)

1,特斯啦汽车不一定赚钱,但是他的网布的很大,他有自己的生态,可以做周边,汽车
可以作为一个终端,利用他来做各种服务。就跟apple store和itune一样。
2,tsla不是传统的车企了,他有AI,有概念,有自动驾驶。
3,短期的单纯的车企来看,他的技术领先了其他车企十年,现在其他的车企还没有量产
出有十年前Modle S续航能力的车。
4,现在tsla的产品还没有形成系列,他要出新产品,新车型简直易如反掌,目前的卡
车,跑车,只是冰山一角。
5,CEO! 乔布斯死后,musk接班。这世上脑子灵光的不少,ppt吹牛的不少,天马行空
的也不少,但是既有上面的优点又能脚踏实地的真把这些概念搞出来还能赚钱的真的只
有musk一人!
6,电动车退税!钱没多少,但是侧面反映出科技,环保,节能是将来人类社会的潮流。
如果美国这方面落伍了,天朝还有相当大的市场。习大大有一天受不了雾霾的时候,全
民电车只是一句话的事情。一年之内就能让全中国布满充电桩。
7,要看得见未来!现在应该庆幸,在川普税改之后,tsla没有一飞冲天,让你有上车的
机会。buy the fear,buy the dip!
Do not think about tomorrow, think about future!

 

Tesla's Q4 deliveries fall short, company pushes Model 3 production target 
to Q2
Published: Jan 3, 2018 4:35 p.m. ET

     1  

By
CLAUDIA
ASSIS
REPORTER

Tesla Inc. TSLA, -2.04% said late Wednesday it delivered 29,870 vehicles in 
the fourth quarter, of which 1,550 were Model 3 sedans, 15,200 were Model S 
sedans, and 13,120 were Model X SUVs. More TSLAthan 800 Model 3s were in 
transit, the company said. Analysts polled by FactSet had expected 30,000 
vehicles delivered. Tesla said it made "major progress addressing Model 3 
production bottlenecks," with production rate increasing "significantly" 
toward the end of the quarter. "In the last seven working days of the 
quarter, we made 793 Model 3's, and in the last few days, we hit a 
production rate on each of our manufacturing lines that extrapolates to over
1,000 Model 3's per week," the company said in a statement. "As a result of
the significant growth in our production rate, we made as many Model 3's 
since December 9th as we did in the more than four months of Model 3 
production up to that point." Tesla said it expects "a slightly more gradual
ramp through Q1," likely ending the quarter a weekly rate of about 2,500 
Model 3 vehicles. The company plans to achieve the 5,000-a-week production 
target by the end of second quarter, rather than first quarter as the 
company had previously expected. Tesla said the fourth quarter was its best 
yet for combined Model S and Model X deliveries, representing a 27% increase
over the fourth quarter of 2016 and a 9% increase over the third quarter, a
previous best. The company said it delivered 101,312 Model S and Model X in
2017, a 33% increase over 2016. Shares fell 2% in late trading after ending
the regular session down 1%.

 




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所有跟帖: 

TSLA的BOND最近的表现可是非常非常不好。 -must_go- 给 must_go 发送悄悄话 (0 bytes) () 01/05/2018 postreply 21:45:36

bond也弹回来了 -hobiter- 给 hobiter 发送悄悄话 hobiter 的博客首页 (0 bytes) () 01/05/2018 postreply 21:56:58

还有电池的量产问题。Musk的个igafactory的产量别的厂家根本跟不上,说量产门儿都没有 -johndoe26- 给 johndoe26 发送悄悄话 (173 bytes) () 01/05/2018 postreply 21:57:49

他压根儿就不敢量产,根本就是赔钱的吆喝。 -大文嚎- 给 大文嚎 发送悄悄话 大文嚎 的博客首页 (0 bytes) () 01/06/2018 postreply 12:36:15

电动汽车tsla不在独美,nio,gm都有可能分一杯羹 -金迷- 给 金迷 发送悄悄话 金迷 的博客首页 (0 bytes) () 01/06/2018 postreply 06:20:39

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