陈玉歌 personal page - To The Moon

陈玉歌

陈玉歌

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2020-05-25

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@小虎活动:【有獎競猜】預測蔚來財報漲跌幅！

2020-03-10

$富途控股(FUTU)$ $老虎证券(TIGR)$ newbee

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經歷上週中概財報大轟趴，新一週開始，中概明星股財報依然密集。最具市場熱度首選應爲：造車新勢力<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> ，以及新晉TMD之一的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團點評-W(03690)$</a> 。 小虎君一週一股大競猜，本週和您關注行走在風口浪尖的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 。 回顧上季度 蔚來在19Q4交付了8224輛汽車，其中包括6824輛ES6以及1400輛ES8，給出了亮眼的交車報告。 而當季財報會議上，公司預計20Q1將交付3400至3600輛汽車，比上一季度下降50％以上；預計營收將在12.09億元人民幣至12.73億元人民幣之間，約合1.73億美元至1.82億美元。即便最高指引也遠沒達到華爾街預期，分析師當時預計收入將達到24.8億元人民幣，是指引下限的兩倍。引起股價之後大跌近20%。 整個一季度受新型冠狀病毒影響，2020年1月蔚來汽車交付量達1598臺，同比下降11.5%。蔚來在2020年2月交付了707輛汽車，包括671輛 ES6和36輛ES8。經過了2月僅交付707臺的低谷，3月銷量迅速回升，也讓一季度的銷量達到了3838輛，超出了蔚來此前交付3400-3600臺的預期。 ES8（藍色）和ES6（綠色） 鑑於冠狀病毒的流行已經損害了經濟，並且全球大部分經濟都處於關閉的邊緣，因此分析師預期也將下調。 展望本季度 彭博預計公司營收12.87億元，EPS爲-1.74元。疫情導致蔚來短期銷量與業績承壓，管理層指引一季度營收約人民幣12.1億","listText":"虎友們，週一好~ 經歷上週中概財報大轟趴，新一週開始，中概明星股財報依然密集。最具市場熱度首選應爲：造車新勢力<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> ，以及新晉TMD之一的<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美團點評-W(03690)$</a> 。 小虎君一週一股大競猜，本週和您關注行走在風口浪尖的<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚來(NIO)$</a> 。 回顧上季度 蔚來在19Q4交付了8224輛汽車，其中包括6824輛ES6以及1400輛ES8，給出了亮眼的交車報告。 而當季財報會議上，公司預計20Q1將交付3400至3600輛汽車，比上一季度下降50％以上；預計營收將在12.09億元人民幣至12.73億元人民幣之間，約合1.73億美元至1.82億美元。即便最高指引也遠沒達到華爾街預期，分析師當時預計收入將達到24.8億元人民幣，是指引下限的兩倍。引起股價之後大跌近20%。 整個一季度受新型冠狀病毒影響，2020年1月蔚來汽車交付量達1598臺，同比下降11.5%。蔚來在2020年2月交付了707輛汽車，包括671輛 ES6和36輛ES8。經過了2月僅交付707臺的低谷，3月銷量迅速回升，也讓一季度的銷量達到了3838輛，超出了蔚來此前交付3400-3600臺的預期。 ES8（藍色）和ES6（綠色） 鑑於冠狀病毒的流行已經損害了經濟，並且全球大部分經濟都處於關閉的邊緣，因此分析師預期也將下調。 展望本季度 彭博預計公司營收12.87億元，EPS爲-1.74元。疫情導致蔚來短期銷量與業績承壓，管理層指引一季度營收約人民幣12.1億","text":"虎友們，週一好~ 經歷上週中概財報大轟趴，新一週開始，中概明星股財報依然密集。最具市場熱度首選應爲：造車新勢力$蔚來(NIO)$ ，以及新晉TMD之一的$美團點評-W(03690)$ 。 小虎君一週一股大競猜，本週和您關注行走在風口浪尖的$蔚來(NIO)$ 。 回顧上季度 蔚來在19Q4交付了8224輛汽車，其中包括6824輛ES6以及1400輛ES8，給出了亮眼的交車報告。 而當季財報會議上，公司預計20Q1將交付3400至3600輛汽車，比上一季度下降50％以上；預計營收將在12.09億元人民幣至12.73億元人民幣之間，約合1.73億美元至1.82億美元。即便最高指引也遠沒達到華爾街預期，分析師當時預計收入將達到24.8億元人民幣，是指引下限的兩倍。引起股價之後大跌近20%。 整個一季度受新型冠狀病毒影響，2020年1月蔚來汽車交付量達1598臺，同比下降11.5%。蔚來在2020年2月交付了707輛汽車，包括671輛 ES6和36輛ES8。經過了2月僅交付707臺的低谷，3月銷量迅速回升，也讓一季度的銷量達到了3838輛，超出了蔚來此前交付3400-3600臺的預期。 ES8（藍色）和ES6（綠色） 鑑於冠狀病毒的流行已經損害了經濟，並且全球大部分經濟都處於關閉的邊緣，因此分析師預期也將下調。 展望本季度 彭博預計公司營收12.87億元，EPS爲-1.74元。疫情導致蔚來短期銷量與業績承壓，管理層指引一季度營收約人民幣12.1億","images":[{"img":"https://static.tigerbbs.com/7243c79acd421a5e71d68aefcd5502a3","width":"2048","height":"1365"},{"img":"https://static.tigerbbs.com/037816fb834985476348c0ce6b668429","width":"942","height":"882"},{"img":"https://static.tigerbbs.com/b40826ea5ddda82a3e2e5b9531fcd6a6","width":"2000","height":"1013"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/953671952","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":840,"gmtBegin":1590388905145,"gmtEnd":1590561700428,"type":1,"upper":1,"title":"預測蔚來財報後周四漲跌幅！","choices":[{"id":3315,"sort":1,"name":"漲16%以上","userSize":181,"voted":false},{"id":3316,"sort":2,"name":"漲8%-16%","userSize":147,"voted":false},{"id":3317,"sort":3,"name":"漲8%以內","userSize":110,"voted":false},{"id":3318,"sort":4,"name":"跌8%以內","userSize":50,"voted":false},{"id":3319,"sort":5,"name":"跌8%-16%","userSize":26,"voted":false},{"id":3320,"sort":6,"name":"跌16%以上","userSize":39,"voted":false}]},"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}