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健美强
风险来自对于自己投资行为的无知。
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健美强
2025-06-08
$Leishen Energy Holding Co., Ltd.(LSE)$
😭
健美强
2024-07-11
$特斯拉(TSLA)$
健美强
2023-03-21
👍
@CL_Wong:老虎交易平臺 1)讓我可以對美股、港股、期貨、新加坡股等等股票關注。這裏有“老虎社區”讓我每天可以閱讀熱門帖子,並學習股票交易知識。 2)提供美股、港股、期貨、新加坡股等等的交易平臺,也提供貨幣兌換,簡單又方便。
健美强
2023-01-08
👍
健美强
2023-01-05
👍
健美强
2023-01-02
👍
健美强
2022-11-10
👍
@格隆汇:熱威電熱闖關滬主板,上市前鉅額分紅,資產負債率高於同行
健美强
2022-10-26
$Shopify Inc(SHOP)$
健美强
2022-09-09
RIP
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健美强
2022-09-08
$BioNTech SE(BNTX)$
up
健美强
2022-08-23
$BioNTech SE(BNTX)$
up
健美强
2022-08-19
$迪士尼(DIS)$
up
健美强
2022-08-12
$迪士尼(DIS)$
uup
健美强
2022-08-07
$美国超微公司(AMD)$
up
健美强
2022-08-03
👍
@Tiger_Newspress:Airbnb Shares Slide 7% Premarket as Tepid Bookings Target Muddies Record Quarter
健美强
2022-07-31
$美国超微公司(AMD)$
up
健美强
2022-07-30
$迪士尼(DIS)$
up
健美强
2022-07-27
$迪士尼(DIS)$
up
健美强
2022-07-26
$苹果(AAPL)$
up
健美强
2022-07-24
$迪士尼(DIS)$
up
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帶料、五金件、管材、硅膠橡塑、氧化鎂粉、電阻絲、鋁錠和漿料等主要原材料受大宗商品價格影響較大,如果這些原材料大幅漲價,可能會影響公司毛利率。熱威電熱已成功進入多家跨國家電企業的供應鏈體系,境外銷售收入在報告期內各期佔比均超50","listText":"近日,杭州熱威電熱科技股份有限公司(以下簡稱“熱威電熱”)的招股說明書預披露更新,擬衝刺滬主板,保薦人爲海通證券。熱威電熱主要從事電熱元件和組件的研發、生產及銷售,產品主要應用於下游民用電器、商用電器、工業裝備和新能源汽車領域。本次發行前,熱威電熱的實際控制人張偉、樓冠良和呂越斌合計控制公司100%的股份。其中,張偉是樓冠良的姐夫、呂越斌的表哥。本次申請上市,公司擬募集資金用於年產4000萬件電熱元件生產線擴建項目、杭州熱威汽車零部件有限公司年產500萬臺新能源汽車加熱管理系統加熱器項目、技術研發中心升級項目。募資使用情況,招股書報告期內,熱威電熱的營業收入約13.37億元、14.56億元、18.02億元、8.09億元,對應的歸母淨利潤約1.73億元、1.14億元、2.32億元、1.02億元,營收整體保持增長態勢,歸母淨利潤存在波動。合併利潤表主要數據,招股書值得注意的是,熱威電熱上市前存在鉅額分紅。據招股書,2019年至2022年上半年,公司分配利潤或股利分別爲9639.96萬元、3400萬元、9000萬元、1.1億元。其中,2022年上半年公司的分配股利金額已超過當期淨利潤。報告期內股利分配情況,招股書熱威電熱的主要產品包括民用電器電熱元件、商用電器電熱元件、工業裝備電熱元件和新能源汽車電熱元件等,其中,民用電器電熱元件產品營收佔比較大。按產品分類的主營業務收入構成情況,招股書報告期各期,公司主營業務毛利率分別爲29.45%、29.63%、27.40%和27.65%,呈波動下滑趨勢。公司產品的直接材料佔主營業務成本的比例均超6成,電氣元件、不鏽鋼 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Shares Slide 7% Premarket as Tepid Bookings Target Muddies Record Quarter","htmlText":"Airbnb Shares Slide 7% Premarket as Tepid Bookings Target Muddies Record Quarter.Vacation rental Airbnb Inc on Tuesday forecast bookings for the current quarter at par with the record-breaking previous one, disappointing investors who had expected far more amid booming summer demand from pandemic-weary travelers.Booking rates slowed in May and June from April, which was the biggest contributor to the bumper second quarter as travelers across Europe and North America made early reservations to visit their favorite tourist spots both domestic and international.Flight disruptions, especially in the United States, posed a challenge towards the end of the quarter, Airbnb Chief Financial Officer Dave Stephenson told analysts on a call.Major U.S. carriers, battling with operational challenges and","listText":"Airbnb Shares Slide 7% Premarket as Tepid Bookings Target Muddies Record Quarter.Vacation rental Airbnb Inc on Tuesday forecast bookings for the current quarter at par with the record-breaking previous one, disappointing investors who had expected far more amid booming summer demand from pandemic-weary travelers.Booking rates slowed in May and June from April, which was the biggest contributor to the bumper second quarter as travelers across Europe and North America made early reservations to visit their favorite tourist spots both domestic and international.Flight disruptions, especially in the United States, posed a challenge towards the end of the quarter, Airbnb Chief Financial Officer Dave Stephenson told analysts on a call.Major U.S. carriers, battling with operational challenges and","text":"Airbnb Shares Slide 7% Premarket as Tepid Bookings Target Muddies Record Quarter.Vacation rental Airbnb Inc on Tuesday forecast bookings for the current quarter at par with the record-breaking previous one, disappointing investors who had expected far more amid booming summer demand from pandemic-weary travelers.Booking rates slowed in May and June from April, which was the biggest contributor to the bumper second quarter as travelers across Europe and North America made early reservations to visit their favorite tourist spots both domestic and international.Flight disruptions, especially in the United States, posed a challenge towards the end of the quarter, Airbnb Chief Financial Officer Dave Stephenson told analysts on a call.Major U.S. carriers, battling with operational challenges and","images":[{"img":"https://community-static.tradeup.com/news/9bf9573064c1a1d1b972f52412e8474b","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9906814173","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901431644,"gmtCreate":1659242016488,"gmtModify":1676536276607,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$</a>up","listText":"<a href=\"https://ttm.financial/S/AMD\">$美国超微公司(AMD)$</a>up","text":"$美国超微公司(AMD)$up","images":[{"img":"https://community-static.tradeup.com/news/6d9884f0777c5564e947e0eb4c980244","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901431644","isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9901387186,"gmtCreate":1659140149346,"gmtModify":1676536262598,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","listText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","text":"$迪士尼(DIS)$up","images":[{"img":"https://community-static.tradeup.com/news/45de1fc322fdc7501b5d66c86ffbf942","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901387186","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909286717,"gmtCreate":1658880750839,"gmtModify":1676536221900,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","listText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","text":"$迪士尼(DIS)$up","images":[{"img":"https://community-static.tradeup.com/news/a6ba9c7b9f1e65084e94ff6e5a57ea34","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909286717","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!"},{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓","text":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓","html":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909109068,"gmtCreate":1658823196354,"gmtModify":1676536213072,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>up","listText":"<a href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$</a>up","text":"$苹果(AAPL)$up","images":[{"img":"https://community-static.tradeup.com/news/ad232283f3b99419a7bc4340be5d585e","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909109068","isVote":1,"tweetType":1,"viewCount":1211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9900318614,"gmtCreate":1658638703938,"gmtModify":1676536186179,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","listText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","text":"$迪士尼(DIS)$up","images":[{"img":"https://community-static.tradeup.com/news/c539c416d8a3db985f64551238e5ba1a","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9900318614","isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":9064690905,"gmtCreate":1652314952207,"gmtModify":1676535075209,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RMO\">$Romeo Power, Inc.(RMO)$</a>😱","listText":"<a href=\"https://ttm.financial/S/RMO\">$Romeo Power, Inc.(RMO)$</a>😱","text":"$Romeo Power, Inc.(RMO)$😱","images":[{"img":"https://community-static.tradeup.com/news/b4b91f5e8bafd213f757283c1b6c73c8","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9064690905","isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9909286717,"gmtCreate":1658880750839,"gmtModify":1676536221900,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","listText":"<a href=\"https://ttm.financial/S/DIS\">$迪士尼(DIS)$</a>up","text":"$迪士尼(DIS)$up","images":[{"img":"https://community-static.tradeup.com/news/a6ba9c7b9f1e65084e94ff6e5a57ea34","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9909286717","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","text":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!","html":"Are you new to Tiger?If yes,🥳welcome to the Tiger Community.I can’t follow more people as my app keeps crashing.If you follow me,I can check your homepage regularly & help to like your post too!"},{"author":{"id":"4113904591642392","authorId":"4113904591642392","name":"LMSunshine","avatar":"https://community-static.tradeup.com/news/0ad636f2490d8428fcee9da6d669e46c","crmLevel":12,"crmLevelSwitch":0,"idStr":"4113904591642392","authorIdStr":"4113904591642392"},"content":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓","text":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓","html":"Thanks for leaving a comment in my post, appreciate it loads 🤗 Do check out other posts on my homepage & please help to like, many thanks 🤓"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9082994197,"gmtCreate":1650507803854,"gmtModify":1676534741176,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9082994197","repostId":"2229830976","repostType":4,"repost":{"id":"2229830976","kind":"news","pubTimestamp":1650495852,"share":"https://ttm.financial/m/news/2229830976?lang=en_US&edition=fundamental","pubTime":"2022-04-21 07:04","market":"us","language":"zh","title":"Tesla's first-quarter revenue surged 81% beyond expectations, continuing to hit record highs","url":"https://stock-news.laohu8.com/highlight/detail?id=2229830976","media":"华尔街见闻","summary":"至此,特斯拉已连续五个季度营收超过100亿美元大关,连续三个季度营收创单季历史新高,连续11个季度实现正盈利,连续五个季度EPS盈利创历史新高,调整后净利润连续五个季度超过10亿美元,连续三个季度汽车业务毛利率超过30%。财报公布后,周三收跌将近5%的特斯拉股价跳涨,盘后涨幅一度超过6%。乘联会数据显示,今年一季度特斯拉在中国累计销量突破18万辆创历史新高。","content":"<p><html><head></head><body>Abstract: Tesla's net profit in the first quarter maintained a year-on-year growth rate of more than 200%, and its profit has reached a new high for five consecutive quarters. The gross profit margin of its automobile business has exceeded 30% for three consecutive quarters; It plans to expand production capacity as soon as possible, continue to warn that supply chain restrictions will continue throughout this year, and reiterate that deliveries will increase by more than 50% annually, and are expected to increase by 60% this year; The Shanghai factory had strong production in the first quarter and will pay close attention to the situation after the resumption of production; Robot taxis are being developed and are planned to be mass-produced in 2024. Tesla's U.S. stock market, which closed down nearly 5%, once rose more than 6% after hours. In the first quarter of this year, when COVID-19 pandemic fought back in many parts of the world and the automobile industry was plagued by supply chain problems,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Still handed over a more eye-catching report card than Wall Street expected.</p><p>After the U.S. stock market closed on Wednesday, April 20, Eastern Time, Tesla announced that its revenue, profit and gross profit margin in the first quarter were all higher than market consensus expectations, cash flow was stronger than expected, and capital expenditures were higher than expected:</p><p>Operating income in the first quarter was US $18.756 billion, a year-on-year increase of 81% compared with the first quarter of last year, which was the same as the year-on-year growth rate in the fourth quarter of last year and higher than analysts' expectations of US $17.92 billion.</p><p>Adjusted earnings per share (EPS) under non-GAAP standards in the first quarter were US $3.22, a year-on-year increase of 246%, higher than the growth rate of 217% in the fourth quarter of last year. Analysts expected US $2.27.</p><p>The adjusted net profit in the first quarter was US $3.736 billion, a year-on-year increase of 255%, and the growth rate in the fourth quarter of last year was 219%.</p><p>In the first quarter, the company's gross profit was US $5.46 billion, a year-on-year increase of 147%. The gross profit margin under GAAP was 29.1%, 7.79 percentage points higher than the first quarter of last year, higher than analysts' expectations of 25.8% and 24.7% in the fourth quarter of last year.</p><p>The gross profit of the automotive business in the first quarter was US $5.539 billion, a year-on-year increase of 132%. The gross profit margin under GAAP was 32.9%, 6.36 percentage points higher than the first quarter of last year. Analysts expected 28.4%, compared with 30.6% in the fourth quarter of last year.</p><p>Capital expenditures in the first quarter were US $1.767 billion, a year-on-year increase of 31%. Analysts expected US $1.66 billion. Expenditures in the fourth quarter of last year were US $1.81 billion, a year-on-year increase of 57%.</p><p>Free cash flow in the first quarter was US $2.228 billion, a year-on-year increase of 660%, and a decrease of 19.7% from the fourth quarter of last year. Analysts expected US $671.8 million, a year-on-year increase of 49% to US $2.775 billion in the fourth quarter of last year.</p><p>In the first quarter, customer deposits (deposits paid) increased from US $925 million in the fourth quarter of last year to US $1.125 billion, a quarter-on-quarter increase of 21.6% and a year-on-year increase of 51%. Analysts expected US $878.2 million, a quarter-on-quarter decrease of 5%.</p><p>Cash and cash equivalents in the first quarter were US $17.51 billion, a year-on-year increase of 2.1%, lower than analysts' expectations of US $18.63 billion.</p><p><img src=\"https://static.tigerbbs.com/513be67fd9a4dbb9fe6b952662c9006b\" tg-width=\"1121\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>So far, Tesla's revenue has exceeded the US $10 billion mark for five consecutive quarters, revenue has hit a single-quarter record high for three consecutive quarters, achieved positive profitability for 11 consecutive quarters, and EPS profit has hit a record high for five consecutive quarters. After adjustment, net profit has exceeded US $1 billion for five consecutive quarters, and the gross profit margin of the automotive business has exceeded 30% for three consecutive quarters.</p><p>After the financial report was announced, Tesla's stock price, which closed down nearly 5% on Wednesday, jumped, and once rose by more than 6% after hours.</p><p><img src=\"https://static.tigerbbs.com/866ca01d4c47ab205cf0bd1ade94d569\" tg-width=\"1110\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/></p><p><b>Continue to warn that supply chain constraints continue this year and reiterate that deliveries will increase by more than 50% annually. It is expected to increase by 60% this year.</b></p><p>Before the earnings report was released, some analysts pointed out that the current problem for Tesla is obviously not demand, but supply and input costs. Supply-side constraints have not weakened, but they are already offsetting the increase in input costs. After all, Tesla has raised prices several times.</p><p>At the same time as the financial report was released on Wednesday, Tesla said that supply chain-related challenges continue.</p><p>\"In addition to the chip shortage, the recent COVID-19 pandemic has put pressure on the company's supply chain and factory operations. The prices of some raw materials have increased several times in recent months. The impact of inflation on the cost structure has prompted us to adjust product pricing, but we continue to focus on keeping production costs as low as possible.\"</p><p>Tesla said that it plans to expand manufacturing capacity as soon as possible. Like the fourth quarter of last year, it continues to expect the company's average annual growth rate of vehicle deliveries to exceed 50% over many years. It believes that this expected growth rate will depend on equipment capabilities and operational efficiency., supply chain capabilities and efficiency.</p><p>Tesla CEO Musk said in a conference call that Tesla has reason to achieve a 60% shipment growth rate this year, and is still confident that the average annual shipment growth rate will be 50% for many years.</p><p>As in the fourth quarter of last year, Tesla once again issued a warning that production is mainly facing supply chain constraints:</p><p>\"Due to the main constraint of the supply chain, our self-operated factories have been operating at below (installed) capacity levels for several quarters, and this situation may continue beyond 2022.\"</p><p>Recently, Tesla has repeatedly expanded production capacity. In late March this year, Tesla's first manufacturing plant in Europe, the Gigafactory in Berlin, Germany, was officially put into production. The factory is expected to have an annual production capacity of 500,000 vehicles, and the production models are Model Y and some Model 3 models. Less than a month later, earlier this month, Tesla opened a new factory in Austin, Texas, USA. The Wall Street Journal article mentioned at the time that with Tesla's crazy expansion of production capacity in the past two years, the new Austin factory and Berlin factory are expected to double Tesla's annual production together, which Reuters said may reach 2 million vehicles.</p><p>Tesla disclosed on Wednesday that the new factory in Texas will start Model Y shipments in April this year. It is expected that later this year, the Texas factory will be able to produce Model Y equipped with a 4680-cell structure battery pack and Model Y equipped with a 2170-cell module battery pack structure. Model Y.</p><p><img src=\"https://static.tigerbbs.com/b1d1c7160c523b36bb8e628ba85c4ed0\" tg-width=\"587\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p><b>Shanghai factory will pay close attention to the situation after strong production resumes in the first quarter</b></p><p>At the beginning of this month, Tesla announced that it delivered 310,000 vehicles in the first quarter, setting a new quarterly delivery record set in the fourth quarter of last year, a year-on-year increase of 67.5%. The Wall Street Journal article at the time pointed out that the Shanghai Gigafactory continued to maintain its position as Tesla's global export center, exporting 40,500 and 33,300 vehicles in January and February respectively.</p><p>At the end of March this year, the Shanghai Gigafactory suspended production due to the epidemic, and officially resumed production on Tuesday. Credit Suisse predicts that assuming that production is still lower than normal within a few weeks after the resumption of work, compared with the first quarter, the three-week shutdown of the Shanghai factory may have a greater impact on production in the second quarter, and Tesla's production may be reduced by about 90,000 vehicles.</p><p>Tesla said on Wednesday that the weekly productivity of the Shanghai factory was still strong in the first quarter, but the epidemic in Shanghai caused the temporary suspension of parts and components in the Shanghai factory and supply chain. At present, the limited resumption of production has begun, and the company will continue to pay close attention to the situation.</p><p>According to data from the Passenger Car Association, Tesla's cumulative sales in China exceeded 180,000 vehicles in the first quarter of this year, a record high. In March, when Tesla raised prices three times in a week, the company delivered a total of 65,814 vehicles in China, but only exported 60 vehicles that month, setting a new low in export volume, highlighting the strong demand in the Chinese market.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Adam Jonas predicts that Tesla will deliver 1.46 million vehicles in fiscal year 2022, an increase of 56% from 2021. To reach this level, Tesla will become increasingly dependent on China, and the Chinese market has strong demand. Also affected by epidemic-related disruptions.</p><p><b>FSD Beta is scheduled to be released across the United States this year and planned to be released in 2024<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi mass production</b></p><p>In terms of autonomous driving, Tesla said it will continue to develop the Beta version of Full Self-Driving (FSD) software. There will be seven software upgrades this year. It will continue to study how to reduce autonomous driving disengagement, especially focusing on unprotected left turns and achieving smooth driving by reducing deceleration. Since March this year, Tesla has released FSD Beta to some Canadian customers. Tesla's goal is to release FSD Beta to desired U.S. users before the end of this year.</p><p>Earlier this month, Tesla CEO Musk said that Tesla would launch a dedicated self-driving taxi with a trendy appearance, but did not disclose the specific time frame.</p><p>In a conference call on Wednesday, Tesla revealed that it is working on developing a robot taxi (RoboTaxi) that will neither be equipped with a steering wheel nor foot pedals. Tesla will host Robo Taxi's automotive event in 2023, with the goal of mass production in 2024.</p><p><b>Nearly half of Tesla cars were equipped with LFP batteries in the first quarter</b></p><p>Tesla said more than once last year that lithium iron phosphate (LFP) batteries will be an important supporting battery for Tesla's models. After acknowledging the soaring price increase of battery materials, Tesla said on Wednesday,</p><p>Diversifying battery chemistry is key to long-term capacity growth. That's why nearly half of Tesla's vehicles in the first quarter were equipped with LFP batteries, which do not contain nickel and cobalt. In terms of the electric pickup truck Cybertruck, Tesla said that the industrialization of the Cybertruck is making progress. It is currently planned that the factory in Texas will start producing the Cybertruck after the Model Y production climbs.</p><p></body></html></p>","source":"highlight_wallstreetcn","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>Tesla's first-quarter revenue surged 81% beyond expectations, continuing to hit record highs</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla's first-quarter revenue surged 81% beyond expectations, continuing to hit record highs\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2022-04-21 07:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Tesla's net profit in the first quarter maintained a year-on-year growth rate of more than 200%, and its profit has reached a new high for five consecutive quarters. The gross profit margin of its automobile business has exceeded 30% for three consecutive quarters; It plans to expand production capacity as soon as possible, continue to warn that supply chain restrictions will continue throughout this year, and reiterate that deliveries will increase by more than 50% annually, and are expected to increase by 60% this year; The Shanghai factory had strong production in the first quarter and will pay close attention to the situation after the resumption of production; Robot taxis are being developed and are planned to be mass-produced in 2024. Tesla's U.S. stock market, which closed down nearly 5%, once rose more than 6% after hours. In the first quarter of this year, when COVID-19 pandemic fought back in many parts of the world and the automobile industry was plagued by supply chain problems,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Still handed over a more eye-catching report card than Wall Street expected.</p><p>After the U.S. stock market closed on Wednesday, April 20, Eastern Time, Tesla announced that its revenue, profit and gross profit margin in the first quarter were all higher than market consensus expectations, cash flow was stronger than expected, and capital expenditures were higher than expected:</p><p>Operating income in the first quarter was US $18.756 billion, a year-on-year increase of 81% compared with the first quarter of last year, which was the same as the year-on-year growth rate in the fourth quarter of last year and higher than analysts' expectations of US $17.92 billion.</p><p>Adjusted earnings per share (EPS) under non-GAAP standards in the first quarter were US $3.22, a year-on-year increase of 246%, higher than the growth rate of 217% in the fourth quarter of last year. Analysts expected US $2.27.</p><p>The adjusted net profit in the first quarter was US $3.736 billion, a year-on-year increase of 255%, and the growth rate in the fourth quarter of last year was 219%.</p><p>In the first quarter, the company's gross profit was US $5.46 billion, a year-on-year increase of 147%. The gross profit margin under GAAP was 29.1%, 7.79 percentage points higher than the first quarter of last year, higher than analysts' expectations of 25.8% and 24.7% in the fourth quarter of last year.</p><p>The gross profit of the automotive business in the first quarter was US $5.539 billion, a year-on-year increase of 132%. The gross profit margin under GAAP was 32.9%, 6.36 percentage points higher than the first quarter of last year. Analysts expected 28.4%, compared with 30.6% in the fourth quarter of last year.</p><p>Capital expenditures in the first quarter were US $1.767 billion, a year-on-year increase of 31%. Analysts expected US $1.66 billion. Expenditures in the fourth quarter of last year were US $1.81 billion, a year-on-year increase of 57%.</p><p>Free cash flow in the first quarter was US $2.228 billion, a year-on-year increase of 660%, and a decrease of 19.7% from the fourth quarter of last year. Analysts expected US $671.8 million, a year-on-year increase of 49% to US $2.775 billion in the fourth quarter of last year.</p><p>In the first quarter, customer deposits (deposits paid) increased from US $925 million in the fourth quarter of last year to US $1.125 billion, a quarter-on-quarter increase of 21.6% and a year-on-year increase of 51%. Analysts expected US $878.2 million, a quarter-on-quarter decrease of 5%.</p><p>Cash and cash equivalents in the first quarter were US $17.51 billion, a year-on-year increase of 2.1%, lower than analysts' expectations of US $18.63 billion.</p><p><img src=\"https://static.tigerbbs.com/513be67fd9a4dbb9fe6b952662c9006b\" tg-width=\"1121\" tg-height=\"529\" referrerpolicy=\"no-referrer\"/></p><p>So far, Tesla's revenue has exceeded the US $10 billion mark for five consecutive quarters, revenue has hit a single-quarter record high for three consecutive quarters, achieved positive profitability for 11 consecutive quarters, and EPS profit has hit a record high for five consecutive quarters. After adjustment, net profit has exceeded US $1 billion for five consecutive quarters, and the gross profit margin of the automotive business has exceeded 30% for three consecutive quarters.</p><p>After the financial report was announced, Tesla's stock price, which closed down nearly 5% on Wednesday, jumped, and once rose by more than 6% after hours.</p><p><img src=\"https://static.tigerbbs.com/866ca01d4c47ab205cf0bd1ade94d569\" tg-width=\"1110\" tg-height=\"704\" referrerpolicy=\"no-referrer\"/></p><p><b>Continue to warn that supply chain constraints continue this year and reiterate that deliveries will increase by more than 50% annually. It is expected to increase by 60% this year.</b></p><p>Before the earnings report was released, some analysts pointed out that the current problem for Tesla is obviously not demand, but supply and input costs. Supply-side constraints have not weakened, but they are already offsetting the increase in input costs. After all, Tesla has raised prices several times.</p><p>At the same time as the financial report was released on Wednesday, Tesla said that supply chain-related challenges continue.</p><p>\"In addition to the chip shortage, the recent COVID-19 pandemic has put pressure on the company's supply chain and factory operations. The prices of some raw materials have increased several times in recent months. The impact of inflation on the cost structure has prompted us to adjust product pricing, but we continue to focus on keeping production costs as low as possible.\"</p><p>Tesla said that it plans to expand manufacturing capacity as soon as possible. Like the fourth quarter of last year, it continues to expect the company's average annual growth rate of vehicle deliveries to exceed 50% over many years. It believes that this expected growth rate will depend on equipment capabilities and operational efficiency., supply chain capabilities and efficiency.</p><p>Tesla CEO Musk said in a conference call that Tesla has reason to achieve a 60% shipment growth rate this year, and is still confident that the average annual shipment growth rate will be 50% for many years.</p><p>As in the fourth quarter of last year, Tesla once again issued a warning that production is mainly facing supply chain constraints:</p><p>\"Due to the main constraint of the supply chain, our self-operated factories have been operating at below (installed) capacity levels for several quarters, and this situation may continue beyond 2022.\"</p><p>Recently, Tesla has repeatedly expanded production capacity. In late March this year, Tesla's first manufacturing plant in Europe, the Gigafactory in Berlin, Germany, was officially put into production. The factory is expected to have an annual production capacity of 500,000 vehicles, and the production models are Model Y and some Model 3 models. Less than a month later, earlier this month, Tesla opened a new factory in Austin, Texas, USA. The Wall Street Journal article mentioned at the time that with Tesla's crazy expansion of production capacity in the past two years, the new Austin factory and Berlin factory are expected to double Tesla's annual production together, which Reuters said may reach 2 million vehicles.</p><p>Tesla disclosed on Wednesday that the new factory in Texas will start Model Y shipments in April this year. It is expected that later this year, the Texas factory will be able to produce Model Y equipped with a 4680-cell structure battery pack and Model Y equipped with a 2170-cell module battery pack structure. Model Y.</p><p><img src=\"https://static.tigerbbs.com/b1d1c7160c523b36bb8e628ba85c4ed0\" tg-width=\"587\" tg-height=\"294\" referrerpolicy=\"no-referrer\"/></p><p><b>Shanghai factory will pay close attention to the situation after strong production resumes in the first quarter</b></p><p>At the beginning of this month, Tesla announced that it delivered 310,000 vehicles in the first quarter, setting a new quarterly delivery record set in the fourth quarter of last year, a year-on-year increase of 67.5%. The Wall Street Journal article at the time pointed out that the Shanghai Gigafactory continued to maintain its position as Tesla's global export center, exporting 40,500 and 33,300 vehicles in January and February respectively.</p><p>At the end of March this year, the Shanghai Gigafactory suspended production due to the epidemic, and officially resumed production on Tuesday. Credit Suisse predicts that assuming that production is still lower than normal within a few weeks after the resumption of work, compared with the first quarter, the three-week shutdown of the Shanghai factory may have a greater impact on production in the second quarter, and Tesla's production may be reduced by about 90,000 vehicles.</p><p>Tesla said on Wednesday that the weekly productivity of the Shanghai factory was still strong in the first quarter, but the epidemic in Shanghai caused the temporary suspension of parts and components in the Shanghai factory and supply chain. At present, the limited resumption of production has begun, and the company will continue to pay close attention to the situation.</p><p>According to data from the Passenger Car Association, Tesla's cumulative sales in China exceeded 180,000 vehicles in the first quarter of this year, a record high. In March, when Tesla raised prices three times in a week, the company delivered a total of 65,814 vehicles in China, but only exported 60 vehicles that month, setting a new low in export volume, highlighting the strong demand in the Chinese market.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Analyst Adam Jonas predicts that Tesla will deliver 1.46 million vehicles in fiscal year 2022, an increase of 56% from 2021. To reach this level, Tesla will become increasingly dependent on China, and the Chinese market has strong demand. Also affected by epidemic-related disruptions.</p><p><b>FSD Beta is scheduled to be released across the United States this year and planned to be released in 2024<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi mass production</b></p><p>In terms of autonomous driving, Tesla said it will continue to develop the Beta version of Full Self-Driving (FSD) software. There will be seven software upgrades this year. It will continue to study how to reduce autonomous driving disengagement, especially focusing on unprotected left turns and achieving smooth driving by reducing deceleration. Since March this year, Tesla has released FSD Beta to some Canadian customers. Tesla's goal is to release FSD Beta to desired U.S. users before the end of this year.</p><p>Earlier this month, Tesla CEO Musk said that Tesla would launch a dedicated self-driving taxi with a trendy appearance, but did not disclose the specific time frame.</p><p>In a conference call on Wednesday, Tesla revealed that it is working on developing a robot taxi (RoboTaxi) that will neither be equipped with a steering wheel nor foot pedals. Tesla will host Robo Taxi's automotive event in 2023, with the goal of mass production in 2024.</p><p><b>Nearly half of Tesla cars were equipped with LFP batteries in the first quarter</b></p><p>Tesla said more than once last year that lithium iron phosphate (LFP) batteries will be an important supporting battery for Tesla's models. After acknowledging the soaring price increase of battery materials, Tesla said on Wednesday,</p><p>Diversifying battery chemistry is key to long-term capacity growth. That's why nearly half of Tesla's vehicles in the first quarter were equipped with LFP batteries, which do not contain nickel and cobalt. In terms of the electric pickup truck Cybertruck, Tesla said that the industrialization of the Cybertruck is making progress. It is currently planned that the factory in Texas will start producing the Cybertruck after the Model Y production climbs.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3657504\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"BK4099":"汽车制造商","TSLA":"特斯拉","BK4511":"特斯拉概念","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3657504","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2229830976","content_text":"摘要:特斯拉一季度净利保持逾200%的同比增速,已连续五季盈利创新高,连续三季汽车业务毛利率超过30%;拟尽快扩大产能,继续警告供应链限制持续今年全年,重申交付量将年均增逾50%,预计今年可增60%;上海工厂一季度生产强劲,复产后将密切关注形势;正开发机器人出租车,拟2024年量产。收跌近5%的特斯拉美股盘后一度涨超6%。在全球多地新冠疫情反扑、汽车业饱受供应链问题困扰的今年第一季度,特斯拉依然交出了比华尔街预期更亮眼的成绩单。美东时间4月20日周三美股盘后,特斯拉公布,一季度的收入、盈利和毛利率均高于市场共识预期,现金流强于预期,资本支出高于预期:一季度营业收入187.56亿美元,较去年一季度同比增长81%,持平去年四季度同比增速,高于分析师预期的179.2亿美元。一季度非美国通用会计准则(GAAP)口径下调整后每股收益(EPS)为3.22美元,同比增长246%,高于去年四季度增速217%,分析师预期2.27美元。一季度调整后净利润37.36亿美元,同比增长255%,去年四季度增速219%。一季度公司毛利54.6亿美元,同比增长147%,GAAP口径下毛利率29.1%,较去年一季度高7.79个百分点,高于分析师预期的25.8%和去年四季度的24.7%。一季度汽车业务毛利55.39亿美元,同比增长132%,GAAP口径下毛利率32.9%,较去年一季度高6.36个百分点,分析师预期28.4%,去年四季度为30.6%。一季度资本支出17.67亿美元,同比增长31%,分析师预期16.6亿美元,去年四季度支出18.1亿美元,同比增长57%。一季度自由现金流22.28亿美元,同比增长660%,环比去年四季度下降19.7%,分析师预期6.718亿美元,去年四季度同比增长49%至27.75亿美元。一季度客户存款(交付定金)从去年四季度的9.25亿美元增至11.25亿美元,环比增长21.6%,同比增长51%,分析师预期8.782亿美元、环比下降5%。一季度现金和现金等价物175.1亿美元,同比增长2.1%,低于分析师预期的186.3亿美元。至此,特斯拉已连续五个季度营收超过100亿美元大关,连续三个季度营收创单季历史新高,连续11个季度实现正盈利,连续五个季度EPS盈利创历史新高,调整后净利润连续五个季度超过10亿美元,连续三个季度汽车业务毛利率超过30%。财报公布后,周三收跌将近5%的特斯拉股价跳涨,盘后涨幅一度超过6%。继续警告供应链限制持续今年全年 重申交付量将年均增逾50% 预计今年可望增60%财报发布前,一些分析师指出,当前特斯拉的问题显然不是需求,而是供应和投入成本。供应面的限制还未减弱,但已经在抵消投入成本的增长,毕竟特斯拉已经几次涨价。本周三发布财报的同时,特斯拉表示,供应链相关的挑战依旧持续。“除了芯片短缺,最近的新冠疫情已经施压公司的供应链和工厂运营。近几个月,一些原材料的价格涨了几倍。通胀对成本结构的影响已经促使我们调整了产品定价,但我们继续专注于尽可能降低生产成本。”特斯拉称,计划尽快扩大制造产能,和去年四季度一样,继续预计公司多年内汽车交付量的年均增速会超过50%,认为这一预期增速将取决于设备的能力、运营效率、供应链的能力和效率。特斯拉CEO马斯克在电话会议上表示,特斯拉有理由今年实现60%的出货量增速,仍对多年内年均出货增长50%有信心。和去年四季度一样,特斯拉再度发出了生产主要面临供应链限制的警告:“由于供应链这一主要限制因素,我司自营工厂已经多个季度以低于(安装)产能水平运营,这种情况可能在2022年此后时间持续。”最近特斯拉一再扩大产能。今年3月下旬,特斯拉在欧洲的首个制造工厂、位于德国柏林的超级工厂正式投产。该工厂预计年产能50万辆,生产车型为Model Y以及部分Model 3。不到一个月后,本月上旬,特斯拉在美国得州奥斯汀的新工厂开业。华尔街见闻文章当时提到,随着特斯拉过去两年内疯狂扩产能,新的奥斯汀工厂和柏林工厂预计将一同使特斯拉的年产量翻倍,路透社称可能达到200万辆。特斯拉本周三披露,今年4月得州的新工厂开始Model Y出货,预计今年晚些时候,得州工厂将能生产搭载4680电池结构电池组的Model Y和搭载2170电池无模组电池包结构的Model Y。上海工厂一季度生产强劲 复产后将密切关注形势本月初特斯拉公布,一季度交付汽车31万辆,刷新去年四季度所创的季度交付量最高纪录,同比大增67.5%。华尔街见闻当时文章指出,上海超级工厂继续稳站特斯拉全球出口中心地位,1月和2月分别出口4.05万和3.33万辆。而今年3月末,上海超级工厂因疫情暂停生产,本周二正式复工复产。瑞信预计,假设复工后几周内产量还低于正常水平,相比一季度,为期三周的上海工厂停产可能对二季度生产造成更大的影响,特斯拉的产量可能因此减少约9万辆。特斯拉本周三表示,上海工厂一季度单周生产率仍强劲,但上海疫情导致上海工厂以及供应链的零部件暂时停产。目前已经开始有限地恢复生产,公司将继续密切关注形势。乘联会数据显示,今年一季度特斯拉在中国累计销量突破18万辆创历史新高。就在特斯拉一周内三次涨价的3月,该司在中国共交付65814辆,而当月仅出口60辆车、创出口量新低,凸显了中国市场的强烈需求。摩根士丹利分析师Adam Jonas预计,2022财年特斯拉将交付146万辆车,较2021年增长56%,特斯拉要达到这一水平会越来越依赖中国,而中国市场既有强劲的需求,又受到疫情相关的干扰。定于今年内全美发布FSD Beta 拟2024年机器人出租车量产在自动驾驶方面,特斯拉称 继续开发全自动驾驶 (FSD) 软件 Beta版,今年将有七次软件升级,将继续研究减少自动驾驶脱离,尤其是专注于无保护左转和通过减少减速实现顺畅驾驶。从今年3月开始,特斯拉已对部分加拿大客户发布了FSD Beta。特斯拉的目标是,今年末以前发面向所欲美国用户发布FSD Beta。本月稍早,特斯拉CEO马斯克称,特斯拉将推出专用的自动驾驶出租车,外观新潮,但未披露具体时间框架。本周三的电话会议上,特斯拉透露,正致力于开发一款机器人出租车(RoboTaxi),它既不会配置方向盘、也不会安装脚踏板。特斯拉将于2023年举办Robo Taxi的汽车活动,目标是2024年实现量产。一季度近半数特斯拉汽车装LFP电池特斯拉去年不止一次表示,磷酸铁锂(LFP)电池将是特斯拉旗下车型的重要配套电池。在承认电池材料涨价高涨后,特斯拉本周三称,电池化学物质的多元化是产能长期增长的关键。这就是一季度将近一半特斯拉产汽车装备LFP电池的原因,它们不含镍和钴。在电动皮卡Cybertruck方面,特斯拉称,Cybertruck的工业化正取得进展,目前计划,得州的工厂在Model Y生产爬坡后就开始生产Cybertruck。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9071133354,"gmtCreate":1657499371778,"gmtModify":1676536013785,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$高通(QCOM)$</a>up","listText":"<a href=\"https://ttm.financial/S/QCOM\">$高通(QCOM)$</a>up","text":"$高通(QCOM)$up","images":[{"img":"https://community-static.tradeup.com/news/08eeb0f921db113c8d0e7f06761e8c59","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9071133354","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9079321600,"gmtCreate":1657152986300,"gmtModify":1676535959104,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/QCOM\">$高通(QCOM)$</a>up","listText":"<a href=\"https://ttm.financial/S/QCOM\">$高通(QCOM)$</a>up","text":"$高通(QCOM)$up","images":[{"img":"https://community-static.tradeup.com/news/d490a34e69ca1f246eb0c99975569c88","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9079321600","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9026755253,"gmtCreate":1653437559972,"gmtModify":1676535281512,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RMO\">$Romeo Power, Inc.(RMO)$</a>😭","listText":"<a href=\"https://ttm.financial/S/RMO\">$Romeo Power, Inc.(RMO)$</a>😭","text":"$Romeo Power, Inc.(RMO)$😭","images":[{"img":"https://community-static.tradeup.com/news/c0321b36539a32984b44f04c1cc2cd7c","width":"1080","height":"3087"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026755253","isVote":1,"tweetType":1,"viewCount":1264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9035546542,"gmtCreate":1647647834437,"gmtModify":1676534254367,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035546542","repostId":"1180620707","repostType":4,"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006853085,"gmtCreate":1641692950363,"gmtModify":1676533640194,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006853085","repostId":"1147279991","repostType":4,"repost":{"id":"1147279991","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点,观察市场,提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641563858,"share":"https://ttm.financial/m/news/1147279991?lang=en_US&edition=fundamental","pubTime":"2022-01-07 21:57","market":"us","language":"zh","title":"Tiger Pre-Market Observation: Non-agricultural data cannot stop the Fed's March rate hike","url":"https://stock-news.laohu8.com/highlight/detail?id=1147279991","media":"老虎锐评","summary":"盘前观察美股盘前小跌,全球新冠确诊数超过3亿(美国贡献近20%,接近6,000万)。12月非农就业:新增就业不及预期,但失业率好于预期其实现在关注非农就业数据,多多少少有点鸡肋。对于市场参与者,关注宏","content":"<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market opened, and the number of confirmed cases of COVID-19 worldwide exceeded 300 million (the United States contributed nearly 20%, close to 60 million).</p><p><b>December non-farm payrolls: New jobs fell short of expectations, but unemployment rate was better than expected</b></p><p>In fact, paying attention to non-agricultural employment data now is more or less tasteless. For market participants, the logic of paying attention to macro data is (1) paying attention to macro-economy-> (2) inferring Fed monetary policy-> (3) judging market trends. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Federal Reserve's monetary policy and market trends is even more ambiguous. The market can rise in the rate hike cycle, and the market can also fall during the 0 interest rate period. This is why there are fewer and fewer hedge funds on Wall Street that use \"macro strategy\" as their investment strategy, and the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>Originally, the relationship between (2)-> (3) was very vague, but now the relationship between (1)-> (2) is even more lacking. Regardless of the non-farm payrolls data, the pace of the Fed's rate hike tightening liquidity will definitely not change. That's why I say that paying attention to non-farm payrolls data now is a bit tasteless for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment rate +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payrolls data, the real highlights are the other two. The first point to watch is how is Leisure and Hospitality, the slowest growing occupation among the unemployed population, recovering? The second point of view is whether the labor force participation rate, which has been sluggish, has increased.</p><p>\"Leisure and Hospitality\" is still growing in December, but the growth rate is the same as in November, slowing down. The December data incorporates the impact of the pandemic. In general, after nearly two years of COVID-19 torture, some restaurants/hotels/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To give an example known to Chinese in New York, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to permanently close its doors in this round of COVID-19.</p><p>The labor force participation rate is the same as last month, still at 61.9%. The delay in recovering the labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will fall rapidly, just like the epidemic data.</p><p>To sum up, although the unemployment rate is better than expected, other data are not satisfactory. However, good or bad data cannot stop the Fed's rate hike in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need a fourth shot this fall to boost protection. Currently, the CDC recommends two doses of Moderna COVID-19 vaccine to be given a booster shot 6 months later.</p><p>Quidel (QDEL): It expects fourth-quarter revenue of $633 million to $637 million, higher than market expectations of $466 million. The rise in revenue expectations is mainly due to increased demand for new crown testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): U.S. Model X Plaid starts from $119,990 to $126,490. The reason is that other seat configuration options for this model have been cancelled, all of which are stipulated as a 6-seat configuration priced at $6,500, and delivery is expected to begin in October.</p><p>Tesla (TSLA): It may deliver 15 Semi electric Semi trailers to PepsiCo (PEP) this month. PepsiCo announced in March last year that it would take delivery of the Tesla Semi electric Semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory in December last year.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total compensation in 2021 is $98.7 million. Base salary of $3 million and stock-based compensation of $82.34 million will be awarded in time installments, including time-based stocks of $37.5 million and performance-based stocks of $44.8 million.</p><p>SONO: International Trade Commission Ruling<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): Net 4Q paying subscriber gain of 844,000, missing consensus of 868,000. The total number of new users in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced the $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers. It is expected that the transaction will be completed in the first quarter, and the website will remain an independent project in the future. At present, the new york Times has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission announced that four companies can conduct mobile sports betting operations in New York. Caesars, DraftKings, FanDuel and Rush Street Interactive can start operating mobile sportsbooks on Saturday morning.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) confirmed cases and 5,474,348 (+6,143) deaths.</p><p>The United States has 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths.</p><p>New York has 3,890,666 (+84,202) confirmed cases and 60,166 (+130) deaths.</p><p>The U.S. non-farm payrolls increased by 199,000 in December, compared with expectations of 447,000 and the previous value of 210,000.</p><p>The US CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chairman Clarida's stock trading behavior at the beginning of the COVID-19 pandemic caused new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Tiger Pre-Market Observation: Non-agricultural data cannot stop the Fed's March rate hike</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; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTiger Pre-Market Observation: Non-agricultural data cannot stop the Fed's March rate hike\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time smaller\">2022-01-07 21:57</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Pre-market observation</b></p><p>U.S. stocks fell slightly before the market opened, and the number of confirmed cases of COVID-19 worldwide exceeded 300 million (the United States contributed nearly 20%, close to 60 million).</p><p><b>December non-farm payrolls: New jobs fell short of expectations, but unemployment rate was better than expected</b></p><p>In fact, paying attention to non-agricultural employment data now is more or less tasteless. For market participants, the logic of paying attention to macro data is (1) paying attention to macro-economy-> (2) inferring Fed monetary policy-> (3) judging market trends. In fact, this logical chain has always been ineffective. (1) The macroeconomic quality is the basis of the Federal Reserve's monetary policy, but the relationship between the two changes; (2) The relationship between the Federal Reserve's monetary policy and market trends is even more ambiguous. The market can rise in the rate hike cycle, and the market can also fall during the 0 interest rate period. This is why there are fewer and fewer hedge funds on Wall Street that use \"macro strategy\" as their investment strategy, and the only remaining \"macro strategy\" hedge funds have embarrassing returns.</p><p>Originally, the relationship between (2)-> (3) was very vague, but now the relationship between (1)-> (2) is even more lacking. Regardless of the non-farm payrolls data, the pace of the Fed's rate hike tightening liquidity will definitely not change. That's why I say that paying attention to non-farm payrolls data now is a bit tasteless for market participants.</p><p>December non-farm payrolls data, new jobs +199,000 (expected +450,000), unemployment rate +3.9% (expected +4.1%).</p><p>Like the last analysis of non-farm payrolls data, the real highlights are the other two. The first point to watch is how is Leisure and Hospitality, the slowest growing occupation among the unemployed population, recovering? The second point of view is whether the labor force participation rate, which has been sluggish, has increased.</p><p>\"Leisure and Hospitality\" is still growing in December, but the growth rate is the same as in November, slowing down. The December data incorporates the impact of the pandemic. In general, after nearly two years of COVID-19 torture, some restaurants/hotels/entertainment industries in the United States have chosen to close their doors permanently, which is almost irreversible. To give an example known to Chinese in New York, Jinfeng Restaurant (with 800 seats), a morning tea shop that has existed in Chinatown for 28 years, chose to permanently close its doors in this round of COVID-19.</p><p>The labor force participation rate is the same as last month, still at 61.9%. The delay in recovering the labor participation rate indicates that labor costs are still expensive, which means that the CPI in December will not fall soon. However, I still insist that the CPI in the first quarter of this year will fall rapidly, just like the epidemic data.</p><p>To sum up, although the unemployment rate is better than expected, other data are not satisfactory. However, good or bad data cannot stop the Fed's rate hike in March.</p><p><img src=\"https://static.tigerbbs.com/3202d6698fcff5cf78ea08a7ff55f2da\" tg-width=\"936\" tg-height=\"466\" referrerpolicy=\"no-referrer\"/></p><p><b>Company News</b></p><p>Moderna (MRNA): CEO Bancel warns that the efficacy of booster shots may decline over time. People may need a fourth shot this fall to boost protection. Currently, the CDC recommends two doses of Moderna COVID-19 vaccine to be given a booster shot 6 months later.</p><p>Quidel (QDEL): It expects fourth-quarter revenue of $633 million to $637 million, higher than market expectations of $466 million. The rise in revenue expectations is mainly due to increased demand for new crown testing and other disease testing.</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla</a>(TSLA): U.S. Model X Plaid starts from $119,990 to $126,490. The reason is that other seat configuration options for this model have been cancelled, all of which are stipulated as a 6-seat configuration priced at $6,500, and delivery is expected to begin in October.</p><p>Tesla (TSLA): It may deliver 15 Semi electric Semi trailers to PepsiCo (PEP) this month. PepsiCo announced in March last year that it would take delivery of the Tesla Semi electric Semi-trailer, and Tesla began producing the vehicle at the Nevada Gigafactory in December last year.</p><p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL): CEO Cook's total compensation in 2021 is $98.7 million. Base salary of $3 million and stock-based compensation of $82.34 million will be awarded in time installments, including time-based stocks of $37.5 million and performance-based stocks of $44.8 million.</p><p>SONO: International Trade Commission Ruling<a href=\"https://laohu8.com/S/GOOG\">Google</a>(GOOGL) infringed some audio patents on its Nest speakers. Google said it plans to appeal the ruling.</p><p>T-Mobile (TMUS): Net 4Q paying subscriber gain of 844,000, missing consensus of 868,000. The total number of new users in 2021 was approximately 2.9 million.</p><p><a href=\"https://laohu8.com/S/NYT\">The New York Times</a>(NYT): Announced the $550 million acquisition of sports news site The Athletic. The Athletic has more than 1 million subscribers. It is expected that the transaction will be completed in the first quarter, and the website will remain an independent project in the future. At present, the new york Times has more than 8 million subscribers.</p><p><a href=\"https://laohu8.com/S/CZR\">Caesars Entertainment</a>(CZR) & DraftKings (DKNG): The New York State Gaming Commission announced that four companies can conduct mobile sports betting operations in New York. Caesars, DraftKings, FanDuel and Rush Street Interactive can start operating mobile sportsbooks on Saturday morning.</p><p><b>other</b></p><p>Worldwide, 300,451,850 (+1,966,759) confirmed cases and 5,474,348 (+6,143) deaths.</p><p>The United States has 58,487,940 (+610,989) confirmed cases and 833,989 (+1,404) deaths.</p><p>New York has 3,890,666 (+84,202) confirmed cases and 60,166 (+130) deaths.</p><p>The U.S. non-farm payrolls increased by 199,000 in December, compared with expectations of 447,000 and the previous value of 210,000.</p><p>The US CDC director will hold a press conference at 11 o'clock, after six Biden public health advisers during the presidential transition published articles calling on the Biden administration to adopt a new protest strategy to adapt to coexistence with the virus rather than completely eliminate it.</p><p>Federal Reserve Vice Chairman Clarida's stock trading behavior at the beginning of the COVID-19 pandemic caused new controversy.</p><p><img src=\"https://static.tigerbbs.com/568899c19bad5bedd5f1532327af0500\" tg-width=\"937\" tg-height=\"89\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c7221d934f1008e531bdf79c8cfe0ee","relate_stocks":{"518880":"黄金ETF",".IXIC":"NASDAQ Composite","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","DJX":"1/100道琼斯",".SPX":"S&P 500 Index","QLD":"2倍做多纳斯达克100指数ETF-ProShares","DDM":"2倍做多道指ETF-ProShares",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147279991","content_text":"盘前观察美股盘前小跌,全球新冠确诊数超过3亿(美国贡献近20%,接近6,000万)。12月非农就业:新增就业不及预期,但失业率好于预期其实现在关注非农就业数据,多多少少有点鸡肋。对于市场参与者,关注宏观数据的逻辑是(1)关注宏观经济->(2)推断美联储货币政策->(3)判断市场走势。其实这个逻辑链条一直以来都不太有效,(1)宏观经济好坏是美联储货币政策的依据,但两者的关系变来变去;(2)美联储货币政策和市场走势的关系就更模糊了,加息周期市场可以涨,0利率期间市场也可以跌。这也就是为何当下华尔街以“宏观策略”作为投资策略的对冲基金越来越少,而仅存的“宏观策略”对冲基金收益都比较尴尬。原来(2)->(3)的关系就很模糊,现在(1)->(2)的关系就更缺乏了。不管非农就业数据怎么样,美联储加息收紧流动性的步伐绝对不会改变。这就是我为何说现在关注非农就业数据,对于市场参与者有点鸡肋的原因。12月非农就业数据,新增就业+199,000(预期+450,000),失业率+3.9%(预期+4.1%)。和上次非农就业数据分析一样,其实真正的看点是另外两个。第一个看点,失业人口中增长最缓慢的职业“Leisure and Hospitality”(酒店餐馆服务业)恢复得怎么样?第二个看点,就是持续低迷的劳动参与率有没有提高。“Leisure and Hospitality”12月仍在增长,但增速和11月一样,慢下来了。12月的数据包含了疫情的影响。总的来说,经过近两年新冠的折磨,美国有的餐馆/酒店/娱乐行业已经选择了永久关门,这一点几乎不可逆。举一个纽约华人知道的例子,在唐人街存在了28年的早茶店金丰大酒楼(拥有800个座位),在这一轮新冠中选择了永久关门。劳动参与率和上个月一样,依旧是61.9%。劳动参与率迟迟不能恢复,就预示了劳动力成本依然贵,也就说明12月的CPI不会很快回落。不过我还是坚持认为,今年1季度的CPI,会迅速回落,和疫情数据一样。总结一下,尽管失业率比预期的好,但其它数据都不尽如人意。不过数据好或者不好,都不能阻挡美联储3月加息。公司新闻Moderna(MRNA):CEO Bancel警告称,加强针的功效可能会随着时间推移而下降。人们可能需要在今年秋季注射第四针以增强保护。目前CDC建议注射两剂Moderna新冠疫苗6个月后注射加强针。Quidel(QDEL):预计4季度营收$6.33亿至$6.37亿,高于市场预期$4.66亿。营收预期上涨主要受益于新冠检测和其他疾病检测的需求增加。特斯拉(TSLA):美国Model X Plaid起价从$119,990升至$126,490。原因是取消了该车型的其他座椅配置选择,均规定为价格$6,500的6座配置,预计10月开始交付。特斯拉(TSLA):本月或将向百事(PEP)交付15辆Semi电动半挂车。百事去年3月宣布将接收特斯拉Semi电动半挂车,特斯拉去年12月开始在内华达超级工厂生产这款车。苹果(AAPL):CEO库克2021年总薪酬$9,870万。基本工资$300万,股票报酬$8,234万,将按时间分期授予,包括基于时间的股票$3,750万和基于绩效的股票$4,480万。索诺声(SONO):国际贸易委员会裁定谷歌(GOOGL)侵犯了其Nest扬声器的部分音频专利。谷歌表示计划对该裁决提起上诉。T-Mobile(TMUS):4季度付费用户净增844,000个,低于市场预期868,000个。2021年新增用户总数约为290万。纽约时报(NYT):宣布以$5.5亿收购体育新闻网站The Athletic。The Athletic拥有超过100万订阅用户,预计交易会在1季度完成,后续该网站将仍是独立项目。目前纽约时报拥有超过800万订阅用户。凯撒娱乐(CZR) & DraftKings(DKNG):纽约州博彩委员会宣布4家公司可在纽约开展移动端的体育博彩业务。凯撒、DraftKings、FanDuel和Rush Street Interactive可在周六上午开始运营移动端体育博彩。其它全球确诊300,451,850(+1,966,759)例,死亡5,474,348(+6,143)例。美国确诊58,487,940(+610,989)例,死亡833,989(+1,404)例。纽约州确诊3,890,666(+84,202)例,死亡60,166(+130)例。美国12月非农就业人口增加19.9万,预期44.7万,前值21万。美CDC主管将于11点召开新闻发布会,此前拜登6位在总统交接时期公共卫生顾问发表文章,呼吁拜登政府采取新的抗议策略,适应与病毒共存而非彻底消除病毒。美联储副主席Clarida在新冠疫情爆发初期的股票交易行为引发新的争议。","news_type":1,"symbols_score_info":{"518880":0.9,"SQQQ":0.9,"DJX":0.9,".IXIC":0.9,"SPY":0.9,"DDM":0.9,"NQmain":0.9,"TQQQ":0.9,"SGCmain":0.9,"SImain":0.9,"MNQmain":0.9,".DJI":0.9,"PSQ":0.9,"MGCmain":0.9,"QID":0.9,"GCmain":0.9,"QQQ":0.9,"SGUmain":0.9,"QLD":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443588446364104,"gmtCreate":1749316291971,"gmtModify":1749316295219,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"<a 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😭","images":[{"img":"https://community-static.tradeup.com/news/76506982d0c20fc066f5fa0b2a0c88f0","width":"1080","height":"2671"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/443588446364104","isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9959916566,"gmtCreate":1672878105956,"gmtModify":1676538751683,"author":{"id":"4100261327031420","authorId":"4100261327031420","name":"健美强","avatar":"https://static.tigerbbs.com/4c641346ceea6c2baf3a74c5882c1165","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4100261327031420","authorIdStr":"4100261327031420"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959916566","isVote":1,"tweetType":1,"viewCount":3102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}