特斯拉大空头：股价持续下跌是基本面问题与推特无关

金融界网站2022-12-21

特斯拉大空头、GLJ Research分析师戈登-约翰逊（Gordon Johnson）认为，特斯拉股价最近持续下跌是由于基本面问题，而不是因为埃隆・马斯克收购推特。约翰逊周二在一次采访中说：“这只是一家汽车公司，它建造了太多的产能，却无法销售。”“你谈论的是一家正在进行降价的公司，这导致了利润率的削减。”约翰逊表示，特斯拉仅本季度就在中国进行了五次降价，但该公司无法达到销售预期，突显了中国市场...

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Yoongc
2022-12-21
Yoongc
ok
- Yoongc:
  ok
哈莉大神
2022-12-21
哈莉大神
23美元我準備宣佈收購特斯拉
- 为自己努力绽放一次:
  大神，我入股22美元。

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明年第一季度的交付数据，我认为股票将承受巨大压力。”“积压订单减少，削减利润率的降价，但他们无法卖光自己的产能。对于一家以巨大增长为估值目标的公司来说，这是个大问题。”最重要的是，竞争对手正在美国以外的市场上抢夺特斯拉的份额。约翰逊说，比亚迪目前在中国的销量超过特斯拉，而大众在欧洲的销量超过特斯拉。“只要有竞争对手进入，特斯拉的市场份额就会大幅下降，”他补充说。约翰逊在上周的一次采访中曾表示，他预计特斯拉股价到明年年底将跌至他设定的23美元的目标价。他说，特斯拉不是一家科技公司，不应像科技公司那样定价，并补充说，他预计特斯拉的股票将继续面临抛售压力。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9926757717,"gmtCreate":1671638090940,"gmtModify":1676538568309,"author":{"id":"3581927941435634","authorId":"3581927941435634","name":"Yoongc","avatar":"https://static.tigerbbs.com/a93f178e6f634935a9ec8eccec2c7607","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581927941435634","authorIdStr":"3581927941435634"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9926757717","repostId":2293177346,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105290780,"gmtCreate":1671638096452,"gmtModify":1671638109458,"authorId":3581927941435634,"author":{"id":3581927941435634,"idStr":"3581927941435634","authorId":3581927941435634,"name":"Yoongc","avatar":"https://static.tigerbbs.com/a93f178e6f634935a9ec8eccec2c7607","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9926757717,"type":1,"supId":0,"prevId":0,"content":"<span 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