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Newbie_Alvin

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01-19

This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.

Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance

01-19

This company really deserve a huge sell off. Go Bears.. make it a worthless company.

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01-26

$Tesla Motors(TSLA)$ let's all sell Tesla and make it a $6 bucks company like NIO... 🤣

01-25

Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.

Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025

01-25

Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.

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01-22

Don't be fooled by all these. Low can get lower. There are better stocks in the market. Not a stable company. Go for others. Don't follow such posting. Meaningless. Retailers are the ones that incurred the most losses when they dumped it.

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01-29

Joke.

Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says

01-25

Warning... Will see less than 100 soon. Sell while you still can..

Sorry, the original content has been removed

01-19

Sell and run away. Buy Nvida is a better choice.

Why Tesla Could Crush Q4 Earnings

01-18

Sell and run away.. buy Nvidia is a smarter choice.

Tesla Could Be Staring Down a Year of "Growing Pains," Analyst Cautions

03-05

Overvalued. AI era. EVs stories are over.

Tesla Stock Tumbles More Than 7% After China Gigafactory Deliveries Slowdown

01-25

still dreaming.

@ZHANGJI:$特斯拉(TSLA)$ If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.

01-25

Smart choice.. a better investment option than investing on Tesla.

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01-25

Buy others. Don't buy this stock. Useless

@Amckid:$Tesla Motors(TSLA)$ Better run now before is too late. Can always buy back later.

01-19

All are just superficial info. Will see less than 100 bucks for this company soon.

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01-19

Sell and walk away. Buy Nvidia. A smarter choice.

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2022-08-17

Thank you

2022-07-31

Thank you.

2021-04-05

Hi, pls like and comment

Go to Tiger App to see more news

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AI era. EVs stories are over.","listText":"Overvalued. AI era. EVs stories are over.","text":"Overvalued. AI era. EVs stories are over.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281095929135176","repostId":"2417106863","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268359362441296,"gmtCreate":1706540476163,"gmtModify":1706540480357,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Joke.&nbsp;","listText":"Joke.&nbsp;","text":"Joke.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268359362441296","repostId":"2406084555","repostType":2,"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267026028294152,"gmtCreate":1706201918421,"gmtModify":1706201921078,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","text":"$Tesla Motors(TSLA)$ let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/267026028294152","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4149395959694462","authorId":"4149395959694462","authorIdStr":"4149395959694462","name":"Kevinshn23","avatar":"https://community-static.tradeup.com/news/29843fac63b4e348faf0d33de1ba9e42","crmLevel":5,"crmLevelSwitch":1,"idStr":"4149395959694462"},"content":"Agree. Perhaps its true that ev concept has been over valued.","text":"Agree. Perhaps its true that ev concept has been over valued.","html":"Agree. Perhaps its true that ev concept has been over valued."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267001494003728,"gmtCreate":1706195816064,"gmtModify":1706195820469,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"still dreaming.","listText":"still dreaming.","text":"still dreaming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267001494003728","repostId":"266956080484464","repostType":1,"repost":{"id":266956080484464,"gmtCreate":1706184304715,"gmtModify":1706184308084,"author":{"id":"3533112251306624","authorId":"3533112251306624","authorIdStr":"3533112251306624","name":"ZHANGJI","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533112251306624"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","text":"$特斯拉(TSLA)$ If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266956080484464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266916239749272,"gmtCreate":1706175013711,"gmtModify":1706175018624,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Smart choice..&nbsp; a better investment option than investing on Tesla.&nbsp;","listText":"Smart choice..&nbsp; a better investment option than investing on Tesla.&nbsp;","text":"Smart choice.. a better investment option than investing on Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266916239749272","repostId":"2405449045","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266913214595160,"gmtCreate":1706174418523,"gmtModify":1706174423110,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Warning... Will see less than 100 soon. Sell while you still can..&nbsp;","listText":"Warning... Will see less than 100 soon. Sell while you still can..&nbsp;","text":"Warning... Will see less than 100 soon. Sell while you still can..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266913214595160","repostId":"1117310021","repostType":2,"repost":{"id":"1117310021","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706173207,"share":"https://ttm.financial/m/news/1117310021?lang=&edition=fundamental","pubTime":"2024-01-25 17:00","market":"us","language":"en","title":"Tesla Shares Drop 6% Premarket on Earnings Miss and Warning of Volume Growth Decline This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1117310021","media":"Tiger Newspress","summary":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 20","content":"<html><head></head><body><p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.</p><p>&#34;In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,&#34; it said in a statement.</p><p>Shares of the Austin, Texas-based company were down 6 per cent in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fcdc98364b46718667a2559072fe48\" tg-width=\"790\" tg-height=\"622\"/></p><p>The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts&#39; average estimate of 18.3 per cent.</p><p>In the third quarter, Tesla posted gross margin of 17.9 per cent.</p><p>Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.</p><p>Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.</p><p>On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts&#39; estimate of 74 cents.</p><p>Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.</p><p>Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.</p><p>The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China&#39;s BYD in the fourth quarter.</p><p>Tesla&#39;s fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion.</p></body></html>","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 Shares Drop 6% Premarket on Earnings Miss and Warning of Volume Growth Decline This Year</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Shares Drop 6% Premarket on Earnings Miss and Warning of Volume Growth Decline This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-25 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.</p><p>&#34;In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,&#34; it said in a statement.</p><p>Shares of the Austin, Texas-based company were down 6 per cent in premarket trading on Thursday.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63fcdc98364b46718667a2559072fe48\" tg-width=\"790\" tg-height=\"622\"/></p><p>The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts&#39; average estimate of 18.3 per cent.</p><p>In the third quarter, Tesla posted gross margin of 17.9 per cent.</p><p>Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.</p><p>Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.</p><p>On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts&#39; estimate of 74 cents.</p><p>Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.</p><p>Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.</p><p>The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China&#39;s BYD in the fourth quarter.</p><p>Tesla&#39;s fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117310021","content_text":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,\" it said in a statement.Shares of the Austin, Texas-based company were down 6 per cent in premarket trading on Thursday.The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts' average estimate of 18.3 per cent.In the third quarter, Tesla posted gross margin of 17.9 per cent.Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts' estimate of 74 cents.Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China's BYD in the fourth quarter.Tesla's fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266672197054504,"gmtCreate":1706141041401,"gmtModify":1706141045662,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Buy others. Don't buy this stock. Useless","listText":"Buy others. Don't buy this stock. Useless","text":"Buy others. Don't buy this stock. Useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266672197054504","repostId":"266641721171968","repostType":1,"repost":{"id":266641721171968,"gmtCreate":1706133728688,"gmtModify":1706133730722,"author":{"id":"4115720747212232","authorId":"4115720747212232","authorIdStr":"4115720747212232","name":"Amckid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115720747212232"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Better run now before is too late. Can always buy back later.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Better run now before is too late. Can always buy back later.&nbsp;","text":"$Tesla Motors(TSLA)$ Better run now before is too late. Can always buy back later.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266641721171968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266669706952992,"gmtCreate":1706140491223,"gmtModify":1706140496035,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","listText":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","text":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/266669706952992","repostId":"2406059874","repostType":2,"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169225909970252","authorId":"4169225909970252","authorIdStr":"4169225909970252","name":"Otto John","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4169225909970252"},"content":"So what company did you choose? Nvidia?","text":"So what company did you choose? Nvidia?","html":"So what company did you choose? Nvidia?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266663086793000,"gmtCreate":1706138951785,"gmtModify":1706146298033,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.&nbsp;","listText":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.&nbsp;","text":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266663086793000","repostId":"2406477251","repostType":2,"repost":{"id":"2406477251","pubTimestamp":1706141343,"share":"https://ttm.financial/m/news/2406477251?lang=&edition=fundamental","pubTime":"2024-01-25 08:09","market":"us","language":"en","title":"Tesla Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year","url":"https://stock-news.laohu8.com/highlight/detail?id=2406477251","media":"CNA","summary":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 20","content":"<html><head></head><body><p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.</p><p>&#34;In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,&#34; it said in a statement.</p><p>Shares of the Austin, Texas-based company were down 6 per cent in after-hours trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cab417d4c9b39cbdf3362f3627e917b5\" tg-width=\"811\" tg-height=\"824\"/></p><p>The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts&#39; average estimate of 18.3 per cent according to LSEG data.</p><p>In the third quarter, Tesla posted gross margin of 17.9 per cent.</p><p>Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.</p><p>Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.</p><p>On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts&#39; estimate of 74 cents, according to LSEG data.</p><p>Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.</p><p>Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.</p><p>The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China&#39;s BYD in the fourth quarter.</p><p>Tesla&#39;s fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion, according to LSEG data.</p></body></html>","source":"can_highlight","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 Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year</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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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Shares Drop 6% on Earnings Miss and Warning of Volume Growth Decline This Year\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-25 08:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLL":"Direxion Daily TSLA Bull 2X Shares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD"},"source_url":"https://www.channelnewsasia.com/business/tesla-warns-slower-volume-growth-2024-after-margin-falls-shares-down-5-4072331","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406477251","content_text":"Tesla on Wednesday warned of a notable slowdown in its vehicle sales growth this year, and reported a fall in fourth-quarter gross margin as it cut prices and offered incentives to boost demand.\"In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas,\" it said in a statement.Shares of the Austin, Texas-based company were down 6 per cent in after-hours trading.The company reported a gross margin of 17.6 per cent for the three months ended December, compared with 23.8 per cent a year earlier, and analysts' average estimate of 18.3 per cent according to LSEG data.In the third quarter, Tesla posted gross margin of 17.9 per cent.Automotive gross margin, excluding regulatory credits - a closely watched figure - dropped to 17.2 per cent from 24.3 per cent a year earlier, although it improved from 16.3 per cent in the third quarter.Tesla said lower raw material costs and U.S. government credits helped lower cost-per-vehicle, but Cybertruck production and AI and other research projects increased costs.On an adjusted basis, Tesla earned 71 cents per share in the fourth quarter, missing an average analysts' estimate of 74 cents, according to LSEG data.Record deliveries in the quarter also pushed margins lower, as price cuts and costs associated with the production ramp-up of the new Cybertruck offset lower costs of raw materials for batteries.Tesla slashed prices throughout last year. It reduced the price of the Model Y, its most popular vehicle, by as much as 26.5 per cent in the past year in the U.S.The company managed to hit its 2023 deliveries target of 1.8 million cars, even as CEO Elon Musk warned of a hit to demand from high interest rates. However, Tesla lost its spot as the top EV maker by sales to China's BYD in the fourth quarter.Tesla's fourth-quarter revenue rose 3 per cent to $25.17 billion, which marked its slowest pace of growth in more than three years. Analysts on average expected $25.62 billion, according to LSEG data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265715605782656,"gmtCreate":1705896013447,"gmtModify":1705896019353,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Don't be fooled by all these. Low can get lower. There are better stocks in the market.&nbsp; Not a stable company. Go for others. Don't follow such posting. Meaningless.&nbsp; Retailers are the ones that incurred the most losses when they dumped it.&nbsp;","listText":"Don't be fooled by all these. Low can get lower. There are better stocks in the market.&nbsp; Not a stable company. Go for others. Don't follow such posting. Meaningless.&nbsp; Retailers are the ones that incurred the most losses when they dumped it.&nbsp;","text":"Don't be fooled by all these. Low can get lower. There are better stocks in the market. Not a stable company. Go for others. Don't follow such posting. Meaningless. Retailers are the ones that incurred the most losses when they dumped it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265715605782656","repostId":"2405958276","repostType":2,"repost":{"id":"2405958276","pubTimestamp":1705890190,"share":"https://ttm.financial/m/news/2405958276?lang=&edition=fundamental","pubTime":"2024-01-22 10:23","market":"us","language":"en","title":"Tesla Stock: When You Get a Dip, Get on Board the Ship","url":"https://stock-news.laohu8.com/highlight/detail?id=2405958276","media":"InvestorPlace","summary":"Tesla has its fair share of problems, but the company is still a premier automaker and TSLA stock should recover from its drawdowns in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p>The market reacted negatively to <strong>Tesla’s</strong> (<strong>TSLA</strong>) price cuts and factory halt.</p></li><li><p>However, these aren’t compelling reasons to lose faith in Tesla.</p></li><li><p>Investors should continue to buy TSLA stock when it drops sharply.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca249862258e9d799b19ced47ef84cd0\" alt=\"Source: sdx15 / Shutterstock.com\" title=\"Source: sdx15 / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: sdx15 / Shutterstock.com</span></p><p>Do you want to be a beginner or a professional? Beginners get shaken out of perfectly good stock positions with each and every headline. Meanwhile, professional investors know that <strong>Tesla </strong>(NASDAQ:<strong>TSLA</strong>) is a leader among electric vehicle manufacturers. They stand by their investments, and I encourage you to buy and hold TSLA stock when it dips even if the headlines are sometimes scary.</p><p>EV stocks and technology stocks had a rough start to 2024. Tesla stock was no exception, but that’s not necessarily bad news. If anything, it’s just an opportunity to decide for yourself whether it’s time to add to your Tesla share stake. Most times, the headline risk surrounding Tesla is overblown and big-picture thinkers end up winning practically every time.</p><h2 id=\"id_2684652740\">What’s Dragging TSLA Stock Down?</h2><p>From a technical standpoint, it’s very interesting that TSLA stock’s 52-week high is $299.29. Is there some mysterious force that’s preventing the stock from breaking above $300?</p><p>There’s no need to get into conspiracy theories when the negative pressure on Tesla stock can be explained. Technology stocks fell in early 2024, so that’s one contributing factor.</p><p>Tesla’s trailing price-to-earnings ratio probably needed to come down from its high level. Tesla’s GAAP trailing P/E ratio was around 73x in mid-January, so it wouldn’t be too shocking if Tesla stock dipped for a little while longer.</p><p>There were also scary headlines to shake out beginner stock traders. Here’s a sampling of the negative news items:</p><ul style=\"\"><li><p>CEO Elon Musk warns that Tesla’s Cybertruck won’t be profitable until 2025</p></li><li><p>Tesla’s China EV deliveries disappoint Wall Street</p></li><li><p>Tesla recalls 1.6 million vehicles in China</p></li><li><p>Tesla has trouble manufacturing enough batteries for its Cybertrucks</p></li><li><p>Tesla adjusts the range of its Model Y vehicle lower</p></li><li><p>Chinese automaker <strong>BYD</strong> (OTCMKTS:<strong>BYDDY</strong>) surpasses Tesla as the world’s best-selling EV manufacturer</p></li></ul><h2 id=\"id_4144037332\">Get Used to Volatility With Tesla Stock</h2><p>That list doesn’t even include the controversial things that Musk says and does. There’s an overarching theme here: assume that volatility is par for the course if you’re going to buy and hold Tesla stock.</p><p>Now, I can add two more items to the list of things to worry about. First, Tesla reduced the prices of its vehicles in China again. Specifically, the automaker lowered the prices of its Model Y and Model 3 vehicles in China by 3% to 6%.</p><p>Like the other items on the “things to worry about” list, I don’t consider Tesla’s latest round of price cuts to be a deal-breaker. Tesla is doing what’s necessary to be competitive in China. None of this negates the fact that Tesla reached its EV-delivery target and beat Wall Street’s delivery estimate in the company’s most recently reported quarter.</p><p>Finally, I’ll give you one more scary headline: Tesla halted EV production at its German factory because of supply-chain disruptions in the Red Sea. This, like many other of Tesla’s issues, is temporary and probably won’t substantially alter the company’s long-term growth story.</p><h2 id=\"id_1149399078\">Buy TSLA Stock When It Dips, and Even When It Doesn’t</h2><p>It’s important to be aware of these news stories. You don’t have to let them scare you out of a perfectly good investment. Remember, there were plenty of off-putting headlines pertaining to Tesla in 2023, but Tesla stock still went up sharply.</p><p>It makes sense to hold a core position in TSLA stock and then add to that position if the share price drops 5%, 10% or more. That’s a sensible strategy if you believe that Tesla will continue to produce and deliver plenty of EVs.</p><p>So, don’t obsess over the headlines too much, and try to adopt the mindset of a professional instead of a beginner. And when it’s falling – or even when it’s not falling – consider adding some shares of Tesla stock in your long-term holdings.</p></body></html>","source":"investorplace_stock_picks","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 Stock: When You Get a Dip, Get on Board the Ship</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock: When You Get a Dip, Get on Board the Ship\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-22 10:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/01/tesla-stock-when-you-get-a-dip-get-on-board-the-ship/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The market reacted negatively to Tesla’s (TSLA) price cuts and factory halt.However, these aren’t compelling reasons to lose faith in Tesla.Investors should continue to buy TSLA stock when it drops ...</p>\n\n<a href=\"https://investorplace.com/2024/01/tesla-stock-when-you-get-a-dip-get-on-board-the-ship/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4548":"巴美列捷福持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4592":"伊斯兰概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4555":"新能源车","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLA":"特斯拉","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4550":"红杉资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4574":"无人驾驶"},"source_url":"https://investorplace.com/2024/01/tesla-stock-when-you-get-a-dip-get-on-board-the-ship/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2405958276","content_text":"The market reacted negatively to Tesla’s (TSLA) price cuts and factory halt.However, these aren’t compelling reasons to lose faith in Tesla.Investors should continue to buy TSLA stock when it drops sharply.Source: sdx15 / Shutterstock.comDo you want to be a beginner or a professional? Beginners get shaken out of perfectly good stock positions with each and every headline. Meanwhile, professional investors know that Tesla (NASDAQ:TSLA) is a leader among electric vehicle manufacturers. They stand by their investments, and I encourage you to buy and hold TSLA stock when it dips even if the headlines are sometimes scary.EV stocks and technology stocks had a rough start to 2024. Tesla stock was no exception, but that’s not necessarily bad news. If anything, it’s just an opportunity to decide for yourself whether it’s time to add to your Tesla share stake. Most times, the headline risk surrounding Tesla is overblown and big-picture thinkers end up winning practically every time.What’s Dragging TSLA Stock Down?From a technical standpoint, it’s very interesting that TSLA stock’s 52-week high is $299.29. Is there some mysterious force that’s preventing the stock from breaking above $300?There’s no need to get into conspiracy theories when the negative pressure on Tesla stock can be explained. Technology stocks fell in early 2024, so that’s one contributing factor.Tesla’s trailing price-to-earnings ratio probably needed to come down from its high level. Tesla’s GAAP trailing P/E ratio was around 73x in mid-January, so it wouldn’t be too shocking if Tesla stock dipped for a little while longer.There were also scary headlines to shake out beginner stock traders. Here’s a sampling of the negative news items:CEO Elon Musk warns that Tesla’s Cybertruck won’t be profitable until 2025Tesla’s China EV deliveries disappoint Wall StreetTesla recalls 1.6 million vehicles in ChinaTesla has trouble manufacturing enough batteries for its CybertrucksTesla adjusts the range of its Model Y vehicle lowerChinese automaker BYD (OTCMKTS:BYDDY) surpasses Tesla as the world’s best-selling EV manufacturerGet Used to Volatility With Tesla StockThat list doesn’t even include the controversial things that Musk says and does. There’s an overarching theme here: assume that volatility is par for the course if you’re going to buy and hold Tesla stock.Now, I can add two more items to the list of things to worry about. First, Tesla reduced the prices of its vehicles in China again. Specifically, the automaker lowered the prices of its Model Y and Model 3 vehicles in China by 3% to 6%.Like the other items on the “things to worry about” list, I don’t consider Tesla’s latest round of price cuts to be a deal-breaker. Tesla is doing what’s necessary to be competitive in China. None of this negates the fact that Tesla reached its EV-delivery target and beat Wall Street’s delivery estimate in the company’s most recently reported quarter.Finally, I’ll give you one more scary headline: Tesla halted EV production at its German factory because of supply-chain disruptions in the Red Sea. This, like many other of Tesla’s issues, is temporary and probably won’t substantially alter the company’s long-term growth story.Buy TSLA Stock When It Dips, and Even When It Doesn’tIt’s important to be aware of these news stories. You don’t have to let them scare you out of a perfectly good investment. Remember, there were plenty of off-putting headlines pertaining to Tesla in 2023, but Tesla stock still went up sharply.It makes sense to hold a core position in TSLA stock and then add to that position if the share price drops 5%, 10% or more. That’s a sensible strategy if you believe that Tesla will continue to produce and deliver plenty of EVs.So, don’t obsess over the headlines too much, and try to adopt the mindset of a professional instead of a beginner. And when it’s falling – or even when it’s not falling – consider adding some shares of Tesla stock in your long-term holdings.","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264817971360056,"gmtCreate":1705676870574,"gmtModify":1705676875147,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"All are just superficial info. Will see less than 100 bucks for this company soon.&nbsp;","listText":"All are just superficial info. Will see less than 100 bucks for this company soon.&nbsp;","text":"All are just superficial info. Will see less than 100 bucks for this company soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264817971360056","repostId":"2404502631","repostType":2,"repost":{"id":"2404502631","pubTimestamp":1705674600,"share":"https://ttm.financial/m/news/2404502631?lang=&edition=fundamental","pubTime":"2024-01-19 22:30","market":"us","language":"en","title":"Super Micro Computer: The Competitive Advantage Should Fade But Not So Soon","url":"https://stock-news.laohu8.com/highlight/detail?id=2404502631","media":"seekingalpha","summary":"Super Micro Computer has the advantage of being first to market, but will that last?But SMCI has certain advantages over the established competition that make them an attractive short-term investment.And the market is pricing in significantly less growth than they can deliver when you factor in the growth opportunities.   Oselote Super Micro Computer Investment Thesis Data by YCharts Super Micro Computer, Inc.'s  stock has been trading between ~$250 and ~$320 for about half a year, despite improving fundamentals during that time. Revenues improved 32.9% Y/Y in Q1/24 and 14.6% Y/Y in Q2/24. As a result, the risk profile for investors has improved during this period. The stock has not become more expensive, and the company has continued to grow and will continue to benefit from growth opportunities in the AI server market. And I think the company is attractively valued when we look at growth opportunities, return on capital, and how SMCI compares to its peers both quantitatively and qual","content":"<html><body><ul><li>Super Micro Computer has the advantage of being first to market, but will that last?</li><li>But SMCI has certain advantages over the established competition that make them an attractive short-term investment.</li><li>And the market is pricing in significantly less growth than they can deliver when you factor in the growth opportunities.</li></ul><p><figure><picture> <img height=\"864px\" loading=\"lazy\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Oselote</p></figcaption></figure></p> <h2><span>Super Micro Computer Investment Thesis</span></h2> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_063840c0b0c2cca01d28c1dedcc8a89b.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p><strong>Super Micro Computer, Inc.'s</strong> (<span>NASDAQ:SMCI</span>) stock has been trading between ~$250 and ~$320 for about half a year, despite improving fundamentals during that time. Revenues improved 32.9% Y/Y<span> in Q1/24</span><span> and </span>14.6% Y/Y in Q2/24<span>. As a result, the risk profile for investors has improved during this period. The stock has not become more expensive, and the company has continued to grow and will continue to benefit from growth opportunities in the AI server market.</span></p> <p>And I think the company is attractively valued when we look at growth opportunities, return on capital, and how SMCI compares to its peers both quantitatively and qualitatively.</p> <p>But I do not believe that the current competitive advantage will be permanent and that it will come under pressure.</p> <h2>Is SMCI Stock's Valuation Justified?</h2> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"64\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/57953689-17055231717028894.jpg\" width=\"640\"/></span> </picture><figcaption><p><span>Author</span></p></figcaption></figure></p> <p>diluted EPS: $10.84</p> <p>The market is pricing in a diluted EPS CAGR of 16% over the next 10 years. Historically, SMCI has a 3-year CAGR of 89.82%, a 5-year CAGR of 56.88% and a 10-year CAGR of 32.80%. In addition, the server and storage industry is still in growth mode, so EPS growth is likely to remain strong, and a 20%+ growth rate could be achievable. So the stock looks undervalued by this measure.</p> <p>But the key question remains if they have a moat and if they can defend their growth rate against increasing competition that wants a piece of the pie.</p> <h2>Who Is SMCI's Competition And Does SMCI Have A Moat?</h2> <p>I think there is some confusion about whom SMCI's competition really is. Most of the time people only mention the technology vendors like Cisco (CSCO), Dell (DELL), Hewlett Packard (HPE) and Lenovo (OTCPK:LNVGY). But they forget the original design manufacturers like Foxconn (OTCPK:FXCOF), Quanta Computer (OTC:QUCCF) and Wiwynn. And they have an advantage over SMCI because they can manufacture relatively cheaply due to economies of scale. And then there are OEMs like Inspur that are also in the market.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_d6d14d6424ed8c953a6c02ffadae213a.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>And here we can clearly see two things. The first is that much of SMCI's success in 2023 has come from multiple expansion, and that SMCI is clearly trading at a premium to its peers. I would give SMCI a small premium as they have some minor competitive advantages, but I cannot see them trading at 40x or higher, so the current valuation seems on the high end from a multiple perspective.</p> <p>What matters most in this industry is how reliable, cost- and energy-efficient the racks are, and how quickly companies can incorporate new technologies and respond to specific customer needs. And SMCI's advantage is that they are faster than the competition and offer more customization options. Their plug-and-play and building block system is therefore their small competitive advantage. But let's face it, this is an easily attacked moat that is unlikely to be permanent.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_41d5b812a58ebbebbae870271d63bf26.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>And some might argue that SMCI has better growth prospects than the competition, so a forward P/E would be a better comparison. But again, SMCI is the most richly valued. Quanta and Foxconn currently have no forward PE on YCharts, but they would also be below SMCI's multiple.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_78baad935b2c190cc04dfa61cb7395e3.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>One thing that is very strong at SMCI is the conversion of gross profit into profit. They only have the 4th highest gross profit margin of the peer group, with a very large difference from the top three. But they have the second-best profit margin, even though some of their competitors have other businesses with better margins than hardware.</p> <p>And SMCI has been able to increase margins while growing rapidly. Most of the time, margins suffer when companies grow that fast. So management's execution has been pretty strong. In particular, the increase in the net income margin from 3.1 % in 2021 to 9.0 % in 2023 was excellent. And a big part of the increase in net income margins is that operating expenses are flat or slightly lower than in 2022 and 2021, even as revenues have grown rapidly. Especially general and administrative expenses were reduced during this period.</p> <h2>Is Super Micro Computer's Balance Sheet Healthy?</h2> <p>SMCI is the only significant server vendor that manufactures the bulk of the systems in the United States. And the majority of sales, 68%, were also generated in the United States, up from 61% in FY21. Exposure to China is also relatively low, at 2% to 3% of business. And once the GPU and silicon shortages are fully resolved, revenues are likely to get a new boost.</p> <p>SMCI's $543 million in cash and cash equivalents more than covers its $105 million in long-term debt. In addition, they conducted a stock offering to support growth as they needed money for working capital. And some did not like this equity financing because it diluted shareholders by a low single-digit percentage. But from a management perspective, it was a good deal. Even though many shareholders did not like it.</p> <p>This allowed SMCI to avoid expensive, high-interest bank loans and get the money relatively cheaply to purchase the CPUs, memory, SSDs, and GPUs they needed. Sure, it looks less than optimal when insiders sell shares and there is equity financing on the side, but sometimes a company has to take advantage of such a situation to ensure growth. But Charles Liang still owns more than 6 million shares and ~12% of the total shares outstanding, and insider ownership is relatively constant at 15%.</p> <p>I can understand that insider selling looks bearish, but Mark Zuckerberg has, for example, </p> 13% of Meta's (META) outstanding shares<span> and </span>Elon Musk 13% of Tesla (TSLA)<span>, so the 12% of Charles Liang are within the range of other founders and CEOs. But if Charles Liang suddenly reduces his stake to 5% or so, I would be worried. </span><h2>Capital Allocation And Its Effects</h2> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_f67ecb457deada6d2ef5232edb15fd59.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>SMCI's very strong ROIC further justifies the premium to the peer group PE multiple. But in the last quarter, ROIC has suffered a bit, and we will have to watch closely to see if this downtrend continues or if it is just for a short period of time. Since SMCI also has almost no debt, its WACC is also relatively low and therefore the ROIC-WACC spread is currently quite strong. The competitors with a ROIC of only 10% or less will certainly have a hard time achieving a positive spread.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/saupload_b285d23623598c4bd5cd179fd6204018.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>SBC and the equity offering are dilutive to shareholders, and the share repurchases in between have had some minor effect. But the shares are up ~3x in 2023 alone, so this dilution has no big impact, and they are likely to buy back shares again in the future.</p> <h2>Risks</h2> <p>Two suppliers accounted for 13.5% and 30.7% of total purchases in FY23. And SMCI also relies heavily on Ablecom and Compuware to manufacture the chassis and provide outsourced design and manufacturing support. So these two Taiwanese companies are an important part, and at first glance it looks like a problem. However, a closer look reveals that Charles Liang's brother is the CEO of Ablecom and the family owns nearly 40% (10.5% + 28.8%) of the outstanding shares. Therefore, in my opinion, this risk should be manageable.</p> <p>A bigger risk, however, is that the concentration of customers is likely to change, and perhaps in the future there will be large enterprises that account for more than 10% of sales. This would give their customers some bargaining power and could put pressure on SMCI's margins.</p> <p>And of course, SMCI needs products from Intel (INTC), AMD (AMD), and NVIDIA (NVDA), which gives those companies pricing power and leverage.</p> <p>Typically, hardware companies have a lower multiple than software companies because hardware margins are lower, but SMCI's 9% net income margin is nothing to hide.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"520\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/1/17/57953689-17055317256567998.jpg\" width=\"640\"/></span> </picture><figcaption><p><span>YCharts</span></p></figcaption></figure></p> <p>If we compare SMCI to the 6 software companies above, we can clearly see that there is only a small difference. People look at gross margins, where you can often see a significant difference, but are net margins not much more important? Therefore, the multiple difference is not justified as SMCI's ROIC is also in the range of many strong software companies.</p> <h2>Conclusion</h2> <p>SMCI may not have the biggest competitive advantage, and it will most likely shrink in the future, but they are poised to benefit from the AI server trends because they are currently the fastest to market, which is very important at this stage. But this is unlikely to be a permanent moat like brand or network effects. Eventually, the market will evolve to allow the lowest-cost firms to win contracts, and this will typically lead to declining margins for all firms in the market.</p> <div></div> <p>But for the next 1 or maybe even 2 years, SMCI remains a good bet to ride a trend and profit from it, but long term one has to see how the dynamics of the market develop. Things can change quickly these days, especially in the AI or server space.</p></body></html>","source":"seekingalpha","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>Super Micro Computer: The Competitive Advantage Should Fade But Not So Soon</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nSuper Micro Computer: The Competitive Advantage Should Fade But Not So Soon\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-19 22:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4663669-super-micro-computer-stock-competitive-advantage-should-fade-but-not-soon><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Super Micro Computer has the advantage of being first to market, but will that last?But SMCI has certain advantages over the established competition that make them an attractive short-term investment....</p>\n\n<a href=\"https://seekingalpha.com/article/4663669-super-micro-computer-stock-competitive-advantage-should-fade-but-not-soon\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1429275869/image_1429275869.jpg","relate_stocks":{"LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4560":"网络安全概念","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","HPE":"慧与科技","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","FXCOF":"Foxconn Technology Co., Ltd.","AMD":"美国超微公司","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","CSCO":"思科","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4529":"IDC概念","BK4145":"电子制造服务","NVDA":"英伟达","BK4551":"寇图资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","META":"Meta Platforms","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LNVGY":"联想集团ADR","BK4567":"ESG概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","DELL":"戴尔","LU0109392836.USD":"富兰克林科技股A","INTC":"英特尔","BK4555":"新能源车","SMCI":"超微电脑","BK4566":"资本集团","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4020":"通信设备","BK4550":"红杉资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4141":"半导体产品","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS"},"source_url":"https://seekingalpha.com/article/4663669-super-micro-computer-stock-competitive-advantage-should-fade-but-not-soon","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2404502631","content_text":"Super Micro Computer has the advantage of being first to market, but will that last?But SMCI has certain advantages over the established competition that make them an attractive short-term investment.And the market is pricing in significantly less growth than they can deliver when you factor in the growth opportunities.   Oselote Super Micro Computer Investment Thesis Data by YCharts Super Micro Computer, Inc.'s (NASDAQ:SMCI) stock has been trading between ~$250 and ~$320 for about half a year, despite improving fundamentals during that time. Revenues improved 32.9% Y/Y in Q1/24 and 14.6% Y/Y in Q2/24. As a result, the risk profile for investors has improved during this period. The stock has not become more expensive, and the company has continued to grow and will continue to benefit from growth opportunities in the AI server market. And I think the company is attractively valued when we look at growth opportunities, return on capital, and how SMCI compares to its peers both quantitatively and qualitatively. But I do not believe that the current competitive advantage will be permanent and that it will come under pressure. Is SMCI Stock's Valuation Justified?   Author diluted EPS: $10.84 The market is pricing in a diluted EPS CAGR of 16% over the next 10 years. Historically, SMCI has a 3-year CAGR of 89.82%, a 5-year CAGR of 56.88% and a 10-year CAGR of 32.80%. In addition, the server and storage industry is still in growth mode, so EPS growth is likely to remain strong, and a 20%+ growth rate could be achievable. So the stock looks undervalued by this measure. But the key question remains if they have a moat and if they can defend their growth rate against increasing competition that wants a piece of the pie. Who Is SMCI's Competition And Does SMCI Have A Moat? I think there is some confusion about whom SMCI's competition really is. Most of the time people only mention the technology vendors like Cisco (CSCO), Dell (DELL), Hewlett Packard (HPE) and Lenovo (OTCPK:LNVGY). But they forget the original design manufacturers like Foxconn (OTCPK:FXCOF), Quanta Computer (OTC:QUCCF) and Wiwynn. And they have an advantage over SMCI because they can manufacture relatively cheaply due to economies of scale. And then there are OEMs like Inspur that are also in the market. Data by YCharts And here we can clearly see two things. The first is that much of SMCI's success in 2023 has come from multiple expansion, and that SMCI is clearly trading at a premium to its peers. I would give SMCI a small premium as they have some minor competitive advantages, but I cannot see them trading at 40x or higher, so the current valuation seems on the high end from a multiple perspective. What matters most in this industry is how reliable, cost- and energy-efficient the racks are, and how quickly companies can incorporate new technologies and respond to specific customer needs. And SMCI's advantage is that they are faster than the competition and offer more customization options. Their plug-and-play and building block system is therefore their small competitive advantage. But let's face it, this is an easily attacked moat that is unlikely to be permanent. Data by YCharts And some might argue that SMCI has better growth prospects than the competition, so a forward P/E would be a better comparison. But again, SMCI is the most richly valued. Quanta and Foxconn currently have no forward PE on YCharts, but they would also be below SMCI's multiple. Data by YCharts One thing that is very strong at SMCI is the conversion of gross profit into profit. They only have the 4th highest gross profit margin of the peer group, with a very large difference from the top three. But they have the second-best profit margin, even though some of their competitors have other businesses with better margins than hardware. And SMCI has been able to increase margins while growing rapidly. Most of the time, margins suffer when companies grow that fast. So management's execution has been pretty strong. In particular, the increase in the net income margin from 3.1 % in 2021 to 9.0 % in 2023 was excellent. And a big part of the increase in net income margins is that operating expenses are flat or slightly lower than in 2022 and 2021, even as revenues have grown rapidly. Especially general and administrative expenses were reduced during this period. Is Super Micro Computer's Balance Sheet Healthy? SMCI is the only significant server vendor that manufactures the bulk of the systems in the United States. And the majority of sales, 68%, were also generated in the United States, up from 61% in FY21. Exposure to China is also relatively low, at 2% to 3% of business. And once the GPU and silicon shortages are fully resolved, revenues are likely to get a new boost. SMCI's $543 million in cash and cash equivalents more than covers its $105 million in long-term debt. In addition, they conducted a stock offering to support growth as they needed money for working capital. And some did not like this equity financing because it diluted shareholders by a low single-digit percentage. But from a management perspective, it was a good deal. Even though many shareholders did not like it. This allowed SMCI to avoid expensive, high-interest bank loans and get the money relatively cheaply to purchase the CPUs, memory, SSDs, and GPUs they needed. Sure, it looks less than optimal when insiders sell shares and there is equity financing on the side, but sometimes a company has to take advantage of such a situation to ensure growth. But Charles Liang still owns more than 6 million shares and ~12% of the total shares outstanding, and insider ownership is relatively constant at 15%. I can understand that insider selling looks bearish, but Mark Zuckerberg has, for example,  13% of Meta's (META) outstanding shares and Elon Musk 13% of Tesla (TSLA), so the 12% of Charles Liang are within the range of other founders and CEOs. But if Charles Liang suddenly reduces his stake to 5% or so, I would be worried. Capital Allocation And Its Effects Data by YCharts SMCI's very strong ROIC further justifies the premium to the peer group PE multiple. But in the last quarter, ROIC has suffered a bit, and we will have to watch closely to see if this downtrend continues or if it is just for a short period of time. Since SMCI also has almost no debt, its WACC is also relatively low and therefore the ROIC-WACC spread is currently quite strong. The competitors with a ROIC of only 10% or less will certainly have a hard time achieving a positive spread. Data by YCharts SBC and the equity offering are dilutive to shareholders, and the share repurchases in between have had some minor effect. But the shares are up ~3x in 2023 alone, so this dilution has no big impact, and they are likely to buy back shares again in the future. Risks Two suppliers accounted for 13.5% and 30.7% of total purchases in FY23. And SMCI also relies heavily on Ablecom and Compuware to manufacture the chassis and provide outsourced design and manufacturing support. So these two Taiwanese companies are an important part, and at first glance it looks like a problem. However, a closer look reveals that Charles Liang's brother is the CEO of Ablecom and the family owns nearly 40% (10.5% + 28.8%) of the outstanding shares. Therefore, in my opinion, this risk should be manageable. A bigger risk, however, is that the concentration of customers is likely to change, and perhaps in the future there will be large enterprises that account for more than 10% of sales. This would give their customers some bargaining power and could put pressure on SMCI's margins. And of course, SMCI needs products from Intel (INTC), AMD (AMD), and NVIDIA (NVDA), which gives those companies pricing power and leverage. Typically, hardware companies have a lower multiple than software companies because hardware margins are lower, but SMCI's 9% net income margin is nothing to hide.   YCharts If we compare SMCI to the 6 software companies above, we can clearly see that there is only a small difference. People look at gross margins, where you can often see a significant difference, but are net margins not much more important? Therefore, the multiple difference is not justified as SMCI's ROIC is also in the range of many strong software companies. Conclusion SMCI may not have the biggest competitive advantage, and it will most likely shrink in the future, but they are poised to benefit from the AI server trends because they are currently the fastest to market, which is very important at this stage. But this is unlikely to be a permanent moat like brand or network effects. Eventually, the market will evolve to allow the lowest-cost firms to win contracts, and this will typically lead to declining margins for all firms in the market.  But for the next 1 or maybe even 2 years, SMCI remains a good bet to ride a trend and profit from it, but long term one has to see how the dynamics of the market develop. Things can change quickly these days, especially in the AI or server space.","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264817815883800,"gmtCreate":1705676812945,"gmtModify":1705676817321,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.&nbsp;","listText":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.&nbsp;","text":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264817815883800","repostId":"1112156034","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264759419900040,"gmtCreate":1705662724721,"gmtModify":1705662729790,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","listText":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","text":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264759419900040","repostId":"1112156034","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264738830614544,"gmtCreate":1705657525065,"gmtModify":1705657529578,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and walk away. Buy Nvidia. A smarter choice.&nbsp;","listText":"Sell and walk away. Buy Nvidia. A smarter choice.&nbsp;","text":"Sell and walk away. Buy Nvidia. A smarter choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264738830614544","repostId":"2404352803","repostType":2,"repost":{"id":"2404352803","pubTimestamp":1705650360,"share":"https://ttm.financial/m/news/2404352803?lang=&edition=fundamental","pubTime":"2024-01-19 15:46","market":"us","language":"en","title":"Tesla Faces Volume Pressure in Demand-Constrained Market, Analyst Warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2404352803","media":"WallStreetZen","summary":"Barclays's Dan Levy lowered their price target on Tesla (NASDAQ: TSLA) by 3.8% from $260 to $250 on 2024/01/18. The analyst maintained their Hold rating on the stock.Levy's price target adjustment is ","content":"<html><body><div><p>Barclays's Dan Levy lowered their price target on Tesla (NASDAQ: TSLA) by 3.8% from $260 to $250 on 2024/01/18. The analyst maintained their Hold rating on the stock.</p><p>Levy's price target adjustment is based on their concerns about Tesla's volume pressure in the demand-constrained backdrop of 2024. They highlight that for the first time, Tesla's volume is primarily driven by demand rather than its production capacity. This shift may lead investors to revise their long-term volume expectations.</p><p>According to Levy's report, Barclays expects Tesla to deliver 1.97 million vehicles in 2024, falling short of the 2.19 million-unit consensus. This would represent a 9% year-over-year growth in deliveries. The possibility of disappointing 2024 volume guidance around 2 million units is not ruled out, but Levy suggests that CEO Elon Musk could potentially generate interest on the earnings call by claiming a potential range of 2.2 million to 2.4 million units if the macro and rate environments are more supportive.</p><p>It is worth noting that despite the concerns highlighted by Levy, the majority of top-rated analysts still maintain a positive outlook on Tesla. Currently, 66.7% of top-rated analysts rate TSLA as a Strong Buy or Buy, while 33.3% see it as a Hold. No analysts recommend or strongly recommend selling the stock.</p><p>In terms of earnings per share (EPS) expectations, the consensus forecast among analysts is that TSLA's upcoming year will deliver $5.11. If the analysts' projections are accurate, this would represent a 49.9% increase in TSLA's next yearly EPS compared to the previous year.</p><p>Looking at the performance of Tesla's stock, it has experienced a decline of 15.3% since its last quarterly report on September 30, 2023. However, on a year-over-year basis, the stock has seen a significant increase of 64.5%. During this period, Tesla has outperformed the S&amp;P 500, which has only grown by 21.7%.</p><p>Barclays analyst Dan Levy, who issued the recent rating adjustment, is ranked in the bottom 10% out of 4,455 Wall Street analysts by WallStreetZen. Levy specializes in the Consumer Cyclical and Industrials sectors and has an average return of -3.9% and a win rate of 35.6%.</p><p>Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The company operates in two segments: Automotive and Energy Generation and Storage. Tesla's Automotive segment offers electric vehicles, automotive regulatory credits, after-sales services, used vehicles, retail merchandise, and vehicle insurance. The Energy Generation and Storage segment focuses on solar energy generation and energy storage products, alongside related services for residential, commercial, and industrial customers.</p></div></body></html>","source":"wallstreetzen_highlight","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 Faces Volume Pressure in Demand-Constrained Market, Analyst Warns</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Faces Volume Pressure in Demand-Constrained Market, Analyst Warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-19 15:46 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.wallstreetzen.com/news/tesla-faces-volume-pressure-in-demand-constrained-market-analyst-warns><strong>WallStreetZen</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Barclays's Dan Levy lowered their price target on Tesla (NASDAQ: TSLA) by 3.8% from $260 to $250 on 2024/01/18. The analyst maintained their Hold rating on the stock.Levy's price target adjustment is ...</p>\n\n<a href=\"https://www.wallstreetzen.com/news/tesla-faces-volume-pressure-in-demand-constrained-market-analyst-warns\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.unsplash.com/photo-1561580125-028ee3bd62eb?crop=entropy&cs=tinysrgb&fit=crop&fm=jpg&ixid=M3w0NDY2OTN8MHwxfHNlYXJjaHw3fHxUZXNsYXxlbnwwfDB8fHwxNjg2ODk3ODQ3fDA&ixlib=rb-4.0.3&q=80&w=260&utm_source=wallstreetzen&utm_medium=referral&utm_campaign=api-credit&h=180","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4592":"伊斯兰概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4574":"无人驾驶","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4551":"寇图资本持仓","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4099":"汽车制造商","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"https://www.wallstreetzen.com/news/tesla-faces-volume-pressure-in-demand-constrained-market-analyst-warns","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404352803","content_text":"Barclays's Dan Levy lowered their price target on Tesla (NASDAQ: TSLA) by 3.8% from $260 to $250 on 2024/01/18. The analyst maintained their Hold rating on the stock.Levy's price target adjustment is based on their concerns about Tesla's volume pressure in the demand-constrained backdrop of 2024. They highlight that for the first time, Tesla's volume is primarily driven by demand rather than its production capacity. This shift may lead investors to revise their long-term volume expectations.According to Levy's report, Barclays expects Tesla to deliver 1.97 million vehicles in 2024, falling short of the 2.19 million-unit consensus. This would represent a 9% year-over-year growth in deliveries. The possibility of disappointing 2024 volume guidance around 2 million units is not ruled out, but Levy suggests that CEO Elon Musk could potentially generate interest on the earnings call by claiming a potential range of 2.2 million to 2.4 million units if the macro and rate environments are more supportive.It is worth noting that despite the concerns highlighted by Levy, the majority of top-rated analysts still maintain a positive outlook on Tesla. Currently, 66.7% of top-rated analysts rate TSLA as a Strong Buy or Buy, while 33.3% see it as a Hold. No analysts recommend or strongly recommend selling the stock.In terms of earnings per share (EPS) expectations, the consensus forecast among analysts is that TSLA's upcoming year will deliver $5.11. If the analysts' projections are accurate, this would represent a 49.9% increase in TSLA's next yearly EPS compared to the previous year.Looking at the performance of Tesla's stock, it has experienced a decline of 15.3% since its last quarterly report on September 30, 2023. However, on a year-over-year basis, the stock has seen a significant increase of 64.5%. During this period, Tesla has outperformed the S&P 500, which has only grown by 21.7%.Barclays analyst Dan Levy, who issued the recent rating adjustment, is ranked in the bottom 10% out of 4,455 Wall Street analysts by WallStreetZen. Levy specializes in the Consumer Cyclical and Industrials sectors and has an average return of -3.9% and a win rate of 35.6%.Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, as well as energy generation and storage systems. The company operates in two segments: Automotive and Energy Generation and Storage. Tesla's Automotive segment offers electric vehicles, automotive regulatory credits, after-sales services, used vehicles, retail merchandise, and vehicle insurance. The Energy Generation and Storage segment focuses on solar energy generation and energy storage products, alongside related services for residential, commercial, and industrial customers.","news_type":1},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264499228942520,"gmtCreate":1705599241852,"gmtModify":1705599245890,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and run away. Buy Nvida is a better choice.&nbsp;","listText":"Sell and run away. Buy Nvida is a better choice.&nbsp;","text":"Sell and run away. Buy Nvida is a better choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264499228942520","repostId":"2404413539","repostType":2,"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264471497007200,"gmtCreate":1705592365576,"gmtModify":1705593850806,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and run away.. buy Nvidia is a smarter choice.&nbsp;","listText":"Sell and run away.. buy Nvidia is a smarter choice.&nbsp;","text":"Sell and run away.. buy Nvidia is a smarter choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264471497007200","repostId":"2404391856","repostType":2,"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993791761,"gmtCreate":1660728847356,"gmtModify":1676536387794,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993791761","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901741153,"gmtCreate":1659278077472,"gmtModify":1676536280391,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[{"img":"https://community-static.tradeup.com/news/0fc1f82f8400b101b111ffd31bf244ba","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901741153","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349637019,"gmtCreate":1617601129931,"gmtModify":1704700712517,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Hi, pls like and comment&nbsp;","listText":"Hi, pls like and comment&nbsp;","text":"Hi, pls like and comment","images":[{"img":"https://static.tigerbbs.com/702b3ba67955cc19aa4012a5bcb05a69","width":"1080","height":"2897"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349637019","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":264759419900040,"gmtCreate":1705662724721,"gmtModify":1705662729790,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","listText":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","text":"This stock will drop till less than 100. Sell and run away. Make a smarter choice. There are better stock out there.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/264759419900040","repostId":"1112156034","repostType":2,"repost":{"id":"1112156034","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706014846,"share":"https://ttm.financial/m/news/1112156034?lang=&edition=fundamental","pubTime":"2024-01-23 21:00","market":"us","language":"en","title":"Tesla Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance","url":"https://stock-news.laohu8.com/highlight/detail?id=1112156034","media":"Tiger Newspress","summary":"Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a","content":"<html><head></head><body><blockquote><p>Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla&#39;s revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla&#39;s stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk&#39;s 2 million goal. As such, market response has been muted.</p><p style=\"text-align: start;\">Tesla&#39;s stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla&#39;s four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the &#34;buy high, sell low&#34; psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p>Tesla&#39;s 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><h2 id=\"id_3754263283\">Tesla&#39;s Performance in 2024</h2><p>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany&#39;s subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p>The company&#39;s advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p>Tesla&#39;s main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</p></body></html>","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 Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Earnings Preview: Investors Will Closely Watch the Q4 Gross Profit Margin Performance\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\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\">Tiger Newspress </p>\n<p class=\"h-time\">2024-01-23 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg&#39;s unanimous expectations.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21598028191ef24ec38b9a320f15852\" title=\"\" tg-width=\"1101\" tg-height=\"375\"/></p><h2 id=\"id_881178883\" style=\"text-align: left;\">Previous Quarter Review</h2><p style=\"text-align: start;\">Tesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.</p><p style=\"text-align: start;\">However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla&#39;s revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.</p><p style=\"text-align: start;\">Due to the underwhelming performance in Q3, Tesla&#39;s stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.</p><h2 id=\"id_1922860644\" style=\"text-align: left;\">Gross Profit Margin May Decline</h2><p style=\"text-align: start;\">In Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.</p><p style=\"text-align: start;\">Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk&#39;s 2 million goal. As such, market response has been muted.</p><p style=\"text-align: start;\">Tesla&#39;s stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla&#39;s four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.</p><p style=\"text-align: start;\">The price adjustments might be aimed at leveraging the &#34;buy high, sell low&#34; psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.</p><p>Tesla&#39;s 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.</p><h2 id=\"id_3754263283\">Tesla&#39;s Performance in 2024</h2><p>Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany&#39;s subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.</p><p>The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.</p><p>While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.</p><p>The company&#39;s advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.</p><p>In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.</p><p>Tesla&#39;s main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112156034","content_text":"Tesla reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla, Inc. is scheduled to release its fourth-quarter results after the market close on Jan. 24, and the company is widely expected to report lower revenue and earnings relative to the year-ago period. Adjusted earnings are likely to come in at about $0.731 per share and quarterly revenue will be $25.74 billion, according to Bloomberg's unanimous expectations.Previous Quarter ReviewTesla saw a 102% increase in 2023, primarily due to a price reduction at the beginning of the year, leading to a significant surge in deliveries in the first two quarters, with 440,808 and 479,700 vehicles delivered, respectively.However, in the third quarter, deliveries declined to 430,488 due to factory upgrades. Tesla's revenue for the last quarter was US$23.35 billion, showing a modest year-over-year growth of 8.8%. The adjusted EPS was $0.66, reflecting a 37% decrease compared to the previous year. The gross profit margin remained at 17.9%, staying below 20% for the third consecutive quarter.Due to the underwhelming performance in Q3, Tesla's stock price briefly dropped below $200 in late October. However, driven by expectations of a Federal Reserve interest rate cut, the stock has been steadily rebounding since November, recovering all the losses incurred after the Q3 financial report.Gross Profit Margin May DeclineIn Q4, Tesla exceeded Wall Street expectations regarding deliveries, producing 494,989 vehicles and delivering 484,507. Notably, Model 3/Y contributed 461,538 units.Despite achieving a record annual delivery of 1.81 million vehicles in 2023, surpassing the 1.8 million target, they fell short of Elon Musk's 2 million goal. As such, market response has been muted.Tesla's stock experienced a 4.42% decline in the first week of January. Investors will likely closely watch the fourth-quarter gross profit margin performance, especially considering Tesla's four consecutive price hikes in November for vehicles sold in China. These were driven by profit concerns and increased competition from other electric vehicle manufacturers.The price adjustments might be aimed at leveraging the \"buy high, sell low\" psychology of investors to stimulate sales. However, Tesla also reduced prices for inventory vehicles sold in the United States and Canada in the last quarter of 2023, likely to counteract the impact of high interest rates on consumer sentiment, indicating a potential further decline in gross profit margin in Q4.Tesla's 4Q EPS is likely to be in line with consensus, and the company could project 2024 deliveries of 2.2 million vehicles (up 18% year over year), after a series of price cuts in 2023. Deliveries appear to have accelerated in 4Q vs. 3Q amid some pull-forward demand ahead of lower federal purchase-tax credits in 2024. The elevated volume likely offset year-end incentives, which dent profit margin. The electric-vehicle maker ramped up production to catch up on lost production in 3Q, when plants were shut down to upgrade vehicles.Tesla's Performance in 2024Looking ahead to 2024, the era of subsidies for new energy vehicles is ending. Germany's subsidy program for electric cars concluded on December 18, 2023, and France tightened subsidies, limiting them to a maximum of €7,000 for electric cars manufactured in Europe as of December 15 2023.The subsidy policy decline in European and American countries and low demand caused by high-interest rates may compel Tesla to sustain its low-price strategy. Profit margins may be challenging to improve significantly, and economic downturn expectations might impact sales.While Tesla may maintain its market share through a low-price strategy, Elon Musk acknowledged significant production challenges for the newly released Cybertruck.The company's advanced neural network, with petabytes of training data, is likely to substitute its rule-based code in 2024. Yet, robotaxi service could significantly add to revenue in 2027 and not 2024.In the Chinese market, several local manufacturers continued price reduction activities in 2024, indicating an ongoing price war. With new entrants like Xiaomi, competition is expected to intensify.Tesla's main competitor, BYD, surpassed Tesla for the first time in Q4, becoming the global leader, selling 526 409 electric vehicles in the quarter and achieving total annual sales of 3.024 million electric vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264817815883800,"gmtCreate":1705676812945,"gmtModify":1705676817321,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.&nbsp;","listText":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.&nbsp;","text":"This company really deserve a huge sell off. Go Bears.. make it a worthless company.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264817815883800","repostId":"1112156034","repostType":2,"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267026028294152,"gmtCreate":1706201918421,"gmtModify":1706201921078,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","text":"$Tesla Motors(TSLA)$ let's all sell Tesla and make it a $6 bucks company like NIO... 🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/267026028294152","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4149395959694462","authorId":"4149395959694462","authorIdStr":"4149395959694462","name":"Kevinshn23","avatar":"https://community-static.tradeup.com/news/29843fac63b4e348faf0d33de1ba9e42","crmLevel":5,"crmLevelSwitch":1,"idStr":"4149395959694462"},"content":"Agree. Perhaps its true that ev concept has been over valued.","text":"Agree. Perhaps its true that ev concept has been over valued.","html":"Agree. Perhaps its true that ev concept has been over valued."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266669706952992,"gmtCreate":1706140491223,"gmtModify":1706140496035,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","listText":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","text":"Another story selling by Elon. Enough of being a story teller. @Elon. Invest other company is better choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/266669706952992","repostId":"2406059874","repostType":2,"repost":{"id":"2406059874","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1706140167,"share":"https://ttm.financial/m/news/2406059874?lang=&edition=fundamental","pubTime":"2024-01-25 07:49","market":"hk","language":"en","title":"Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025","url":"https://stock-news.laohu8.com/highlight/detail?id=2406059874","media":"Benzinga","summary":"Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025","content":"<html><body><p>Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025</p></body></html>","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>Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nMusk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-01-25 07:49</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4588":"碎股","LU1548497426.USD":"安联环球人工智能AT Acc","BK4550":"红杉资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","TSLA":"特斯拉","BK4099":"汽车制造商","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2063271972.USD":"富兰克林创新领域基金","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD"},"source_url":"https://www.benzinga.com/news/earnings/24/01/36770302/musk-said-tesla-will-start-production-of-next-generation-vehicle-towards-end-of-2025","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406059874","content_text":"Musk Said Tesla Will Start Production Of Next-Generation Vehicle Towards End Of 2025","news_type":1},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4169225909970252","authorId":"4169225909970252","authorIdStr":"4169225909970252","name":"Otto John","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4169225909970252"},"content":"So what company did you choose? Nvidia?","text":"So what company did you choose? Nvidia?","html":"So what company did you choose? Nvidia?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266663086793000,"gmtCreate":1706138951785,"gmtModify":1706146298033,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.&nbsp;","listText":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.&nbsp;","text":"Useless company... sell all while u still can. No point holding onto this. Elon is just a person who give false impressions and a dream that cannot be attained.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266663086793000","repostId":"2406477251","repostType":2,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":265715605782656,"gmtCreate":1705896013447,"gmtModify":1705896019353,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Don't be fooled by all these. Low can get lower. There are better stocks in the market.&nbsp; Not a stable company. Go for others. Don't follow such posting. Meaningless.&nbsp; Retailers are the ones that incurred the most losses when they dumped it.&nbsp;","listText":"Don't be fooled by all these. Low can get lower. There are better stocks in the market.&nbsp; Not a stable company. Go for others. Don't follow such posting. Meaningless.&nbsp; Retailers are the ones that incurred the most losses when they dumped it.&nbsp;","text":"Don't be fooled by all these. Low can get lower. There are better stocks in the market. Not a stable company. Go for others. Don't follow such posting. Meaningless. Retailers are the ones that incurred the most losses when they dumped it.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/265715605782656","repostId":"2405958276","repostType":2,"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":268359362441296,"gmtCreate":1706540476163,"gmtModify":1706540480357,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Joke.&nbsp;","listText":"Joke.&nbsp;","text":"Joke.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/268359362441296","repostId":"2406084555","repostType":2,"repost":{"id":"2406084555","pubTimestamp":1706494107,"share":"https://ttm.financial/m/news/2406084555?lang=&edition=fundamental","pubTime":"2024-01-29 10:08","market":"us","language":"en","title":"Tesla Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2406084555","media":"Markets Insider","summary":"It indicates an expandable section or menu, or sometimes previous / next navigation options.An envelope. It indicates the ability to send an email.A stylized bird with an open mouth, tweeting.An image of a chain link. It symobilizes a website link url.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030.Shares of Tesla have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk's carmaker, as well as his rocket-producer SpaceX.He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has mod","content":"<html><head></head><body><ul style=\"\"><li><p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.</p></li><li><p>He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. </p></li><li><p>Both companies were the largest holdings in Baron&#39;s fund as of December 31, 2023.</p></li></ul><p>Shares of <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk&#39;s carmaker, as well as his rocket-producer SpaceX.</p><p>He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.</p><p>Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&amp;P 500&#39;s gain of 24%.</p><p>Baron told Bloomberg that the growth outlook for Musk&#39;s companies remains strong, even if it has moderated from previous calls.</p><p>&#34;While he may not be growing 50% a year as the company thought, this year in a tough environment he&#39;s still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,&#34; Baron said.</p><p>His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a &#34;train wreck.&#34;</p><p>&#34;This was the most sobering outlook I have seen from Tesla,&#34; Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. </p><p>Meanwhile, Baron expects SpaceX&#39;s valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.</p><p>The Tesla allocation in Baron&#39;s fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.</p><p>One reason Baron is so bullish on Musk is that the world&#39;s richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.</p><p>&#34;[Musk&#39;s] interests are aligned with ours,&#34; Baron maintained. &#34;He&#39;s not going to do anything stupid to change the trajectory of the companies.&#34;</p></body></html>","source":"marketsinsider","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 Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says</title>\n<style 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margin: 0;line-height: 11px;}\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 Stock Will Gain 550% and SpaceX's Valuation Will Triple By 2030 Under Elon Musk's Leadership, Top Investor Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-29 10:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1><strong>Markets Insider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. Both companies were the...</p>\n\n<a href=\"https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4550":"红杉资本持仓","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861215975.USD":"贝莱德新一代科技基金 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ENHANCED EQUITY \"I\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4534":"瑞士信贷持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4555":"新能源车","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4527":"明星科技股"},"source_url":"https://markets.businessinsider.com/news/stocks/tesla-stock-price-outlook-elon-musk-spacex-valuation-baron-forecast-2024-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2406084555","content_text":"Fund manager David Baron broke down his highly bullish views on Elon Musk-led Tesla and SpaceX.He told Bloomberg Tesla can soar 550% and SpaceX can triple in valuation by 2030. Both companies were the largest holdings in Baron's fund as of December 31, 2023.Shares of Tesla have tanked this week following a downbeat earnings outlook, but fund manager David Baron remains bullish on Elon Musk's carmaker, as well as his rocket-producer SpaceX.He forecasts Tesla stock to gain about 550% to hit $1,200 a share by 2030, and for SpaceX to triple in valuation over the same period, according to a recent interview conducted by Bloomberg.Baron runs the Baron Focused Growth Fund, which counted Tesla and SpaceX as its largest holdings as of December 31, 2023. The fund climbed 28% in 2023, outperforming the S&P 500's gain of 24%.Baron told Bloomberg that the growth outlook for Musk's companies remains strong, even if it has moderated from previous calls.\"While he may not be growing 50% a year as the company thought, this year in a tough environment he's still growing volume by 15% to 20% per year and making us $7,000 per car of gross profit,\" Baron said.His comments come on the heels of a rough week for Tesla, which reported revenue and profit that lagged estimates, and warned of a production slowdown in 2024. The stock tumbled 12% on Thursday following the results and a tumultuous earnings call one analyst called a \"train wreck.\"\"This was the most sobering outlook I have seen from Tesla,\" Gene Munster, the managing partner at Deepwater, said in an interview with CNBC Wednesday. Meanwhile, Baron expects SpaceX's valuation to increase by 20% this year. Longer term, he sees it doubling within three years and tripling by 2030. Bloomberg previously reported the company is worth more than $175 billion.The Tesla allocation in Baron's fund is critical for his ambition to boost his total assets to $2 billion, up from current levels of about $1.3 billion.One reason Baron is so bullish on Musk is that the world's richest person still holds a significant stake in his companies. Baron says he looks for such ownership levels when deciding where to invest.\"[Musk's] interests are aligned with ours,\" Baron maintained. \"He's not going to do anything stupid to change the trajectory of the companies.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266913214595160,"gmtCreate":1706174418523,"gmtModify":1706174423110,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Warning... Will see less than 100 soon. Sell while you still can..&nbsp;","listText":"Warning... Will see less than 100 soon. Sell while you still can..&nbsp;","text":"Warning... Will see less than 100 soon. Sell while you still can..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266913214595160","repostId":"1117310021","repostType":2,"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264499228942520,"gmtCreate":1705599241852,"gmtModify":1705599245890,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and run away. Buy Nvida is a better choice.&nbsp;","listText":"Sell and run away. Buy Nvida is a better choice.&nbsp;","text":"Sell and run away. Buy Nvida is a better choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264499228942520","repostId":"2404413539","repostType":2,"repost":{"id":"2404413539","pubTimestamp":1705632492,"share":"https://ttm.financial/m/news/2404413539?lang=&edition=fundamental","pubTime":"2024-01-19 10:48","market":"us","language":"en","title":"Why Tesla Could Crush Q4 Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=2404413539","media":"seekingalpha","summary":"Tesla, Inc. stock has dropped by 28% due to a sluggish macroeconomic atmosphere, high interest rates, stagnant EV demand, and poor sentiment.Tesla's earnings report is expected to beat low sales and e","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. stock has dropped by 28% due to a sluggish macroeconomic atmosphere, high interest rates, stagnant EV demand, and poor sentiment.</p></li><li><p>Tesla&#39;s earnings report is expected to beat low sales and earnings estimates, with a projected 20% YoY surge in revenues for 2023.</p></li><li><p>Despite challenges, the long-term outlook for Tesla is favorable, with the EV market expected to expand and Tesla dominating with its advantages and economies of scale.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b67cee11fc671c5c0113338e655ec0be\" tg-width=\"750\" tg-height=\"500\"/></p><p>Leonhard Simon/Getty Images News</p><p><a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> stock has been stuck in reverse lately, dropping by 28% after hitting a 52-week high of around $300. A sluggish macroeconomic atmosphere, high interest rates, stagnant demand, poor sentiment, and other transitory factors have caused Tesla and other EV stocks to experience considerable weakness in recent months.</p><p>Tesla&#39;s earnings report is scheduled to come out post-market on January 24th, and I believe there is a high probability that Tesla will beat the depressed and lowballed sales and earnings estimates. Moreover, Tesla&#39;s 2023 full-year results should produce around $100 billion in revenues, more than a 20% YoY surge. Additionally, 20%+ sales growth could continue in future years, leading to better-than-anticipated profitability and a higher stock price as we advance.</p><h2 id=\"id_4000006312\">Technical Setup - The Downside Could be Minimal</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/120f1a33fafb8448483a0240cd6198ab\" tg-width=\"640\" tg-height=\"676\"/></p><p>TSLA (StockCharts.com)</p><p>Tesla&#39;s stock has moved sideways, consolidating for about eight months. Tesla is now around the lower end of the trading range, with critical support at about the $210-190 level. From a technical standpoint, the downside should be minimal below this point. Also, Tesla&#39;s RSI is approaching 30, illustrating oversold market conditions. The CCI, full stochastic, and other technical gauges also suggest that Tesla&#39;s stock is becoming technically oversold. The last three times we saw similar technical conditions, it led to rallies in Tesla&#39;s stock.</p><h2 id=\"id_2735868335\">It&#39;s Not Just Tesla</h2><p>Tesla is not the only electric vehicle (&#34;EV&#34;) company facing challenges recently. The sluggish macroeconomic atmosphere, high interest rates, increased costs, depressed sentiment, and other transitory headwinds have caused most EV stocks to fall considerably in recent months. Here are examples of several EV stocks relative to their 52-week highs.</p><ul style=\"\"><li><p>Tesla: 28% below its 52-week high</p></li><li><p>Lucid (LCID): 84% below its 52-week high</p></li><li><p>Rivian (RIVN): 39% below its 52-week high</p></li><li><p>NIO Inc. (NIO): 59% below its 52-week high</p></li><li><p>XPeng Inc. (XPEV): 58% below its 52-week high</p></li><li><p>Li Auto Inc. (LI): 38% below its 52-week high</p></li></ul><p>Tesla&#39;s 28% decline isn&#39;t so bad compared to the broader segment. Tesla continues dominating the 100% &#34;pure&#34; EV space because of its multifaceted competitive advantage and economies of scale capabilities. Despite the transitory economic slowdown, Tesla remains highly profitable and takes additional market share from its competition by introducing temporary price cuts.</p><p>Unfortunately, some of Tesla&#39;s smaller competitors remain far from profitable and are forced to dilute their stocks continuously. Therefore, we see sharp declines in stocks like Lucid, as there are legitimate concerns regarding how long their unprofitable business model remains viable.</p><p>Despite the transitory challenges, this market dynamic is highly constructive for Tesla, especially in the intermediate and long term. The EV market should continue expanding, and if Tesla acquires additional customers by temporarily lowering prices in the transitory downdraft, the dynamic should benefit Tesla&#39;s business tremendously in the long run.</p><h2 id=\"id_2476148669\">Long-Term Outlook Highly Favorable for Tesla</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17d4345e41661daffedb2277cb0081c7\" tg-width=\"640\" tg-height=\"349\"/></p><p>EV market growth prospects (MarketsandMarkets.com)</p><p>Despite the economic slowdown, ultra-high interest rates, and other detrimental headwinds, the EV market expanded by about 18% globally last year. Moreover, sales are expected to reach approximately $952 billion by 2030 (13.7% CAGR). Tesla&#39;s sales are expected to come in at around $100 billion, with roughly $95 billion coming from its vehicle segment. This dynamic illustrates that Tesla sales account for about 25% of global EV revenues.</p><p>Also, sales could accelerate as countries approach the fossil fuel phaseout period. Therefore, we may see a more aggressive growth rate than the 13.7% estimate, leading to $1 trillion-plus sales in several years.</p><p>Tesla&#39;s increasing market share, economies of scale, and multifaceted competitive advantages could enable it to continue dominating the EV segment, growing revenues by 20%+ for several years (2023-2028).</p><h2 id=\"id_326455367\">Why Tesla Could Beat Upcoming Earning Estimates</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae72fa95ea58034a37f960d95cc6b677\" tg-width=\"640\" tg-height=\"90\"/></p><p>Q4 production and deliveries (ir.tesla.com)</p><p>In Q4 2023, Tesla delivered 484,507 vehicles. Deliveries comprised 461,538 Model 3/Y cars and 22,969 other vehicles (primarily Model S/X segment). 2% of Model 3/Ys are subject to lease accounting, leaving 452,307 Model 3/Y sales. Using an approximate average selling price &#34;ASP&#34; of $42,250 equates to roughly $19.1 billion.</p><p>Roughly 3% of Tesla&#39;s other vehicle sales are subject to lease accounting, equating to about 22,280 vehicle sales. Using a $110K ASP for Tesla&#39;s other vehicle segment equates to approximately $2.5 billion in sales. Therefore, Tesla&#39;s vehicle sales segment could deliver <em>$21.6 billion</em> in sales for the previous quarter.</p><h3 id=\"id_2964648031\">Tesla&#39;s Total Revenues</h3><ul style=\"\"><li><p>Vehicle sales: $21.6 billion</p></li><li><p>ZEV credits: $500 million</p></li><li><p>Leasing: $500 million</p></li><li><p>Services and other: $2.4 billion</p></li><li><p>Energy generation and storage: $1.8 billion</p></li><li><p>Q4 2023 Total Sales: <em>$26.8 billion.</em></p></li></ul><p><em>Note: Estimates are based on prior results and other publicly available information.</em></p><h2 id=\"id_3268834497\">Tesla May Crush Estimates</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea2f6baf31b9f3ff9e8e0d6401f06d74\" tg-width=\"640\" tg-height=\"270\"/></p><p>Revenue estimates (SeekingAlpha.com )</p><p>The Q4 consensus revenue estimate is only $25.8 billion, and if Tesla achieves my $26.8 billion revenue figure, it will be a 4% beat over the consensus estimate. $26.8 billion would illustrate 10.3% YoY growth, much better than the estimated 6.1%. Also, revenue growth should accelerate in 2024. Consensus estimates show H1 revenue growth of about 15%, increasing to 25-30% in H2. Moreover, consensus estimates predict that Tesla could continue commanding 25-30% revenue growth for several years. The revenue growth acceleration is bullish for Tesla&#39;s stock price. Also, the company could continue beating the lowballed consensus figures, leading to higher profitability as we advance.</p><h3 id=\"id_3787323686\">Profitability Prospects Improving</h3><p>Tesla&#39;s gross margin recently decreased to 18% (Q3 2023). This result significantly dropped from the 25% gross margin posted in the same quarter a year ago. We&#39;ve seen Tesla&#39;s TTM gross margin decline from a high of around 27% in early 2022. This margin compression phase isn&#39;t a coincidence, as it began around the time the economy began slowing. Inflation and costs increased, and the Fed started raising rates, putting additional pressure on Tesla&#39;s margins. We also saw a similar margin compression dynamic negatively affect Tesla during the 2015-2018 slowdown phase. This temporary dynamic led to a considerable margin expansion phase in the 2018-2022 time frame.</p><p>Inflation continues moderating, economic growth is returning, costs should improve, and the Fed is pivoting toward a more accessible monetary stance. While Tesla introduced aggressive price cuts during the slowdown phase, it can increase prices as the economy expands in future quarters. Therefore, Tesla&#39;s gross and operating margins should improve, leading to higher-than-expected profitability as we advance.</p><p>Tesla&#39;s operating margin dropped from 17.2% in Q3 2022 to 7.5% last quarter. Operating costs surged by about 40% YoY in the previous quarter. Thus, Tesla&#39;s net income margin sank to just 8% from 15% in the same quarter a year ago. The recent period could be a low point for Tesla&#39;s margins, and we should see a recovery soon. A net income margin of 10% on Tesla&#39;s $26.8B in revenues for Q4 2023 would result in a net income of around $2.7 billion, or about 85 cents in EPS.</p><h3 id=\"id_1436645613\">EPS Estimates May Be Too Low Now</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fd88a9b09dd9d41b67e15ab0d35cced\" tg-width=\"640\" tg-height=\"269\"/></p><p>EPS growth (SeekingAlpha.com)</p><p>The consensus estimate is only $0.74, implying Tesla could achieve a 9% net income margin relative to the consensus $25.76 revenue forecast. However, due to increased sales, price improvements, cost cutting, and other measures, Tesla could achieve a 10% net income margin with higher-than-expected revenues of <em>$26.8B.</em> Therefore, Tesla could report around $0.85 in EPS, leading to upward revenue, EPS revisions, and a higher stock price.</p><h2 id=\"id_4147454085\">Tesla Should Continue Expanding Long Term</h2><p>CEO Elon Musk wants 25% of Tesla&#39;s voting shares if he is to transform Tesla into a global robotics and AI leader. Mr. Musk has a sizeable fortune but would need to buy up about 12% of Tesla&#39;s shares to reach his goal. 12%, with Tesla&#39;s market cap of around $700 billion, equates to about $84 billion.</p><p>Elon&#39;s fortune has grown so massive that if he acquired the shares at the current price, he would still have around $144 billion left over. Plus, Tesla shares could go higher, growing his wealth even more.</p><p>However, buying such a significant amount of stock would take time and likely push Tesla&#39;s stock price considerably higher. In any case, I believe that Elon Musk, Tesla&#39;s board, and shareholders will come to an acceptable agreement, enabling Tesla robotics, AI, and other revolutionary initiatives to take place.</p><p>Tesla shareholders don&#39;t want Elon to develop highly lucrative enterprises like robotics and AI outside of Tesla. The recent news flow regarding Elon wanting a more significant controlling stake may be the runup to Tesla&#39;s next major growth cycle. Tesla&#39;s always been a forward-looking company, and it can make tremendous strides in robotics, AI, and other future segments, considerably increasing its revenues, profitability, and stock price.</p><p><strong>Where Tesla&#39;s price could be in future years:</strong></p><table style=\"border-collapse:collapse;\"><tbody><tr><td style=\"text-align:left;\"><p><strong>The Year</strong></p></td><td style=\"text-align:left;\"><p><strong>2024</strong></p></td><td style=\"text-align:left;\"><p><strong>2025</strong></p></td><td style=\"text-align:left;\"><p><strong>2026</strong></p></td><td style=\"text-align:left;\"><p><strong>2027</strong></p></td><td style=\"text-align:left;\"><p><strong>2028</strong></p></td><td style=\"text-align:left;\"><p><strong>2029</strong></p></td><td style=\"text-align:left;\"><p><strong>2030</strong></p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue Bs</strong></p></td><td style=\"text-align:left;\"><p>$135</p></td><td style=\"text-align:left;\"><p>$168</p></td><td style=\"text-align:left;\"><p>$213</p></td><td style=\"text-align:left;\"><p>$267</p></td><td style=\"text-align:left;\"><p>$331</p></td><td style=\"text-align:left;\"><p>$407</p></td><td style=\"text-align:left;\"><p>$496</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Revenue growth</strong></p></td><td style=\"text-align:left;\"><p>35%</p></td><td style=\"text-align:left;\"><p>24%</p></td><td style=\"text-align:left;\"><p>27%</p></td><td style=\"text-align:left;\"><p>25%</p></td><td style=\"text-align:left;\"><p>24%</p></td><td style=\"text-align:left;\"><p>23%</p></td><td style=\"text-align:left;\"><p>22%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS</strong></p></td><td style=\"text-align:left;\"><p>$6</p></td><td style=\"text-align:left;\"><p>$8</p></td><td style=\"text-align:left;\"><p>$11</p></td><td style=\"text-align:left;\"><p>$15</p></td><td style=\"text-align:left;\"><p>$20</p></td><td style=\"text-align:left;\"><p>$26</p></td><td style=\"text-align:left;\"><p>$32</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>EPS growth</strong></p></td><td style=\"text-align:left;\"><p>85%</p></td><td style=\"text-align:left;\"><p>33%</p></td><td style=\"text-align:left;\"><p>38%</p></td><td style=\"text-align:left;\"><p>35%</p></td><td style=\"text-align:left;\"><p>31%</p></td><td style=\"text-align:left;\"><p>28%</p></td><td style=\"text-align:left;\"><p>25%</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Forward P/E</strong></p></td><td style=\"text-align:left;\"><p>38</p></td><td style=\"text-align:left;\"><p>37</p></td><td style=\"text-align:left;\"><p>36</p></td><td style=\"text-align:left;\"><p>35</p></td><td style=\"text-align:left;\"><p>34</p></td><td style=\"text-align:left;\"><p>33</p></td><td style=\"text-align:left;\"><p>32</p></td></tr><tr><td style=\"text-align:left;\"><p><strong>Stock price</strong></p></td><td style=\"text-align:left;\"><p>$304</p></td><td style=\"text-align:left;\"><p>$407</p></td><td style=\"text-align:left;\"><p>$540</p></td><td style=\"text-align:left;\"><p>$700</p></td><td style=\"text-align:left;\"><p>$884</p></td><td style=\"text-align:left;\"><p>$1050</p></td><td style=\"text-align:left;\"><p>$1200</p></td></tr></tbody></table><p><em>Source: The Financial Prophet.</em></p><p>Tesla&#39;s explosive revenue growth should lead to considerable profitability expansion. Moreover, due to its substantial growth and profitability prospects, Tesla&#39;s P/E multiple could remain relatively high in the 30-40 range. Therefore, Tesla&#39;s stock price can increase significantly as the company continues growing sales and improving profitability in future years. My 2030 price target for Tesla remains in the $1,000 - 1,200 range.</p><h2 id=\"id_1281750493\">Risks to Tesla</h2><p>Tesla faces several risks despite my bullish outlook for the company. We see increased competition in the EV space, a dynamic that could impact demand, margins, and future profitability metrics. There is also the risk of a slower-than-anticipated economy with worse-than-expected demand for EVs. High interest rates for longer should also negatively impact Tesla&#39;s bottom line. There is also the risk of Cybertruck and other vehicle production that can result in higher than anticipated costs. We may see lower-than-projected growth in Tesla&#39;s sales, leading to worsening sentiment and a lower stock price as we advance. Investors should consider these and other risks before establishing a position in Tesla.</p></body></html>","source":"seekingalpha","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>Why Tesla Could Crush Q4 Earnings</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nWhy Tesla Could Crush Q4 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-19 10:48 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4663524-why-tesla-could-crush-q4-earnings><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. stock has dropped by 28% due to a sluggish macroeconomic atmosphere, high interest rates, stagnant EV demand, and poor sentiment.Tesla's earnings report is expected to beat low sales and ...</p>\n\n<a href=\"https://seekingalpha.com/article/4663524-why-tesla-could-crush-q4-earnings\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://seekingalpha.com/article/4663524-why-tesla-could-crush-q4-earnings","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2404413539","content_text":"Tesla, Inc. stock has dropped by 28% due to a sluggish macroeconomic atmosphere, high interest rates, stagnant EV demand, and poor sentiment.Tesla's earnings report is expected to beat low sales and earnings estimates, with a projected 20% YoY surge in revenues for 2023.Despite challenges, the long-term outlook for Tesla is favorable, with the EV market expected to expand and Tesla dominating with its advantages and economies of scale.Leonhard Simon/Getty Images NewsTesla, Inc. stock has been stuck in reverse lately, dropping by 28% after hitting a 52-week high of around $300. A sluggish macroeconomic atmosphere, high interest rates, stagnant demand, poor sentiment, and other transitory factors have caused Tesla and other EV stocks to experience considerable weakness in recent months.Tesla's earnings report is scheduled to come out post-market on January 24th, and I believe there is a high probability that Tesla will beat the depressed and lowballed sales and earnings estimates. Moreover, Tesla's 2023 full-year results should produce around $100 billion in revenues, more than a 20% YoY surge. Additionally, 20%+ sales growth could continue in future years, leading to better-than-anticipated profitability and a higher stock price as we advance.Technical Setup - The Downside Could be MinimalTSLA (StockCharts.com)Tesla's stock has moved sideways, consolidating for about eight months. Tesla is now around the lower end of the trading range, with critical support at about the $210-190 level. From a technical standpoint, the downside should be minimal below this point. Also, Tesla's RSI is approaching 30, illustrating oversold market conditions. The CCI, full stochastic, and other technical gauges also suggest that Tesla's stock is becoming technically oversold. The last three times we saw similar technical conditions, it led to rallies in Tesla's stock.It's Not Just TeslaTesla is not the only electric vehicle (\"EV\") company facing challenges recently. The sluggish macroeconomic atmosphere, high interest rates, increased costs, depressed sentiment, and other transitory headwinds have caused most EV stocks to fall considerably in recent months. Here are examples of several EV stocks relative to their 52-week highs.Tesla: 28% below its 52-week highLucid (LCID): 84% below its 52-week highRivian (RIVN): 39% below its 52-week highNIO Inc. (NIO): 59% below its 52-week highXPeng Inc. (XPEV): 58% below its 52-week highLi Auto Inc. (LI): 38% below its 52-week highTesla's 28% decline isn't so bad compared to the broader segment. Tesla continues dominating the 100% \"pure\" EV space because of its multifaceted competitive advantage and economies of scale capabilities. Despite the transitory economic slowdown, Tesla remains highly profitable and takes additional market share from its competition by introducing temporary price cuts.Unfortunately, some of Tesla's smaller competitors remain far from profitable and are forced to dilute their stocks continuously. Therefore, we see sharp declines in stocks like Lucid, as there are legitimate concerns regarding how long their unprofitable business model remains viable.Despite the transitory challenges, this market dynamic is highly constructive for Tesla, especially in the intermediate and long term. The EV market should continue expanding, and if Tesla acquires additional customers by temporarily lowering prices in the transitory downdraft, the dynamic should benefit Tesla's business tremendously in the long run.Long-Term Outlook Highly Favorable for TeslaEV market growth prospects (MarketsandMarkets.com)Despite the economic slowdown, ultra-high interest rates, and other detrimental headwinds, the EV market expanded by about 18% globally last year. Moreover, sales are expected to reach approximately $952 billion by 2030 (13.7% CAGR). Tesla's sales are expected to come in at around $100 billion, with roughly $95 billion coming from its vehicle segment. This dynamic illustrates that Tesla sales account for about 25% of global EV revenues.Also, sales could accelerate as countries approach the fossil fuel phaseout period. Therefore, we may see a more aggressive growth rate than the 13.7% estimate, leading to $1 trillion-plus sales in several years.Tesla's increasing market share, economies of scale, and multifaceted competitive advantages could enable it to continue dominating the EV segment, growing revenues by 20%+ for several years (2023-2028).Why Tesla Could Beat Upcoming Earning EstimatesQ4 production and deliveries (ir.tesla.com)In Q4 2023, Tesla delivered 484,507 vehicles. Deliveries comprised 461,538 Model 3/Y cars and 22,969 other vehicles (primarily Model S/X segment). 2% of Model 3/Ys are subject to lease accounting, leaving 452,307 Model 3/Y sales. Using an approximate average selling price \"ASP\" of $42,250 equates to roughly $19.1 billion.Roughly 3% of Tesla's other vehicle sales are subject to lease accounting, equating to about 22,280 vehicle sales. Using a $110K ASP for Tesla's other vehicle segment equates to approximately $2.5 billion in sales. Therefore, Tesla's vehicle sales segment could deliver $21.6 billion in sales for the previous quarter.Tesla's Total RevenuesVehicle sales: $21.6 billionZEV credits: $500 millionLeasing: $500 millionServices and other: $2.4 billionEnergy generation and storage: $1.8 billionQ4 2023 Total Sales: $26.8 billion.Note: Estimates are based on prior results and other publicly available information.Tesla May Crush EstimatesRevenue estimates (SeekingAlpha.com )The Q4 consensus revenue estimate is only $25.8 billion, and if Tesla achieves my $26.8 billion revenue figure, it will be a 4% beat over the consensus estimate. $26.8 billion would illustrate 10.3% YoY growth, much better than the estimated 6.1%. Also, revenue growth should accelerate in 2024. Consensus estimates show H1 revenue growth of about 15%, increasing to 25-30% in H2. Moreover, consensus estimates predict that Tesla could continue commanding 25-30% revenue growth for several years. The revenue growth acceleration is bullish for Tesla's stock price. Also, the company could continue beating the lowballed consensus figures, leading to higher profitability as we advance.Profitability Prospects ImprovingTesla's gross margin recently decreased to 18% (Q3 2023). This result significantly dropped from the 25% gross margin posted in the same quarter a year ago. We've seen Tesla's TTM gross margin decline from a high of around 27% in early 2022. This margin compression phase isn't a coincidence, as it began around the time the economy began slowing. Inflation and costs increased, and the Fed started raising rates, putting additional pressure on Tesla's margins. We also saw a similar margin compression dynamic negatively affect Tesla during the 2015-2018 slowdown phase. This temporary dynamic led to a considerable margin expansion phase in the 2018-2022 time frame.Inflation continues moderating, economic growth is returning, costs should improve, and the Fed is pivoting toward a more accessible monetary stance. While Tesla introduced aggressive price cuts during the slowdown phase, it can increase prices as the economy expands in future quarters. Therefore, Tesla's gross and operating margins should improve, leading to higher-than-expected profitability as we advance.Tesla's operating margin dropped from 17.2% in Q3 2022 to 7.5% last quarter. Operating costs surged by about 40% YoY in the previous quarter. Thus, Tesla's net income margin sank to just 8% from 15% in the same quarter a year ago. The recent period could be a low point for Tesla's margins, and we should see a recovery soon. A net income margin of 10% on Tesla's $26.8B in revenues for Q4 2023 would result in a net income of around $2.7 billion, or about 85 cents in EPS.EPS Estimates May Be Too Low NowEPS growth (SeekingAlpha.com)The consensus estimate is only $0.74, implying Tesla could achieve a 9% net income margin relative to the consensus $25.76 revenue forecast. However, due to increased sales, price improvements, cost cutting, and other measures, Tesla could achieve a 10% net income margin with higher-than-expected revenues of $26.8B. Therefore, Tesla could report around $0.85 in EPS, leading to upward revenue, EPS revisions, and a higher stock price.Tesla Should Continue Expanding Long TermCEO Elon Musk wants 25% of Tesla's voting shares if he is to transform Tesla into a global robotics and AI leader. Mr. Musk has a sizeable fortune but would need to buy up about 12% of Tesla's shares to reach his goal. 12%, with Tesla's market cap of around $700 billion, equates to about $84 billion.Elon's fortune has grown so massive that if he acquired the shares at the current price, he would still have around $144 billion left over. Plus, Tesla shares could go higher, growing his wealth even more.However, buying such a significant amount of stock would take time and likely push Tesla's stock price considerably higher. In any case, I believe that Elon Musk, Tesla's board, and shareholders will come to an acceptable agreement, enabling Tesla robotics, AI, and other revolutionary initiatives to take place.Tesla shareholders don't want Elon to develop highly lucrative enterprises like robotics and AI outside of Tesla. The recent news flow regarding Elon wanting a more significant controlling stake may be the runup to Tesla's next major growth cycle. Tesla's always been a forward-looking company, and it can make tremendous strides in robotics, AI, and other future segments, considerably increasing its revenues, profitability, and stock price.Where Tesla's price could be in future years:The Year2024202520262027202820292030Revenue Bs$135$168$213$267$331$407$496Revenue growth35%24%27%25%24%23%22%EPS$6$8$11$15$20$26$32EPS growth85%33%38%35%31%28%25%Forward P/E38373635343332Stock price$304$407$540$700$884$1050$1200Source: The Financial Prophet.Tesla's explosive revenue growth should lead to considerable profitability expansion. Moreover, due to its substantial growth and profitability prospects, Tesla's P/E multiple could remain relatively high in the 30-40 range. Therefore, Tesla's stock price can increase significantly as the company continues growing sales and improving profitability in future years. My 2030 price target for Tesla remains in the $1,000 - 1,200 range.Risks to TeslaTesla faces several risks despite my bullish outlook for the company. We see increased competition in the EV space, a dynamic that could impact demand, margins, and future profitability metrics. There is also the risk of a slower-than-anticipated economy with worse-than-expected demand for EVs. High interest rates for longer should also negatively impact Tesla's bottom line. There is also the risk of Cybertruck and other vehicle production that can result in higher than anticipated costs. We may see lower-than-projected growth in Tesla's sales, leading to worsening sentiment and a lower stock price as we advance. Investors should consider these and other risks before establishing a position in Tesla.","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264471497007200,"gmtCreate":1705592365576,"gmtModify":1705593850806,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and run away.. buy Nvidia is a smarter choice.&nbsp;","listText":"Sell and run away.. buy Nvidia is a smarter choice.&nbsp;","text":"Sell and run away.. buy Nvidia is a smarter choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264471497007200","repostId":"2404391856","repostType":2,"repost":{"id":"2404391856","pubTimestamp":1705561954,"share":"https://ttm.financial/m/news/2404391856?lang=&edition=fundamental","pubTime":"2024-01-18 15:12","market":"us","language":"en","title":"Tesla Could Be Staring Down a Year of \"Growing Pains,\" Analyst Cautions","url":"https://stock-news.laohu8.com/highlight/detail?id=2404391856","media":"MarketWatch","summary":"Tesla Inc. is about to offer investors some hints of what’s to come, and one analyst thinks Wall Street should brace for “growing pains.”Wells Fargo analyst Colin Langan expects about 13% growth in Te","content":"<html><head></head><body><p>Tesla Inc. is about to offer investors some hints of what’s to come, and one analyst thinks Wall Street should brace for “growing pains.”</p><p>Wells Fargo analyst Colin Langan expects about 13% growth in Tesla TSLA, -1.98% deliveries next year, below the company’s 50% long-term target. The year already hasn’t gotten off to a great start for the electric-vehicle company, which has cut prices in China and paused production in Germany.</p><p>“There are also macroeconomic headwinds around elevated interest rates&amp; flattening EV adoption,” Langan wrote in a Tuesday note to clients. “Additionally, there are signs of moderating growth in all three key regions.”</p><p>Tesla is expected to share more about the landscape, and its outlook for the year, when it reports earnings next Wednesday afternoon. While Langan expressed caution about automotive earnings in general for the latest quarter, Tesla “screens the most at risk,” in his view.</p><p>Wall Street will be focused on Tesla’s profit picture as well, and Langan predicts that the effect of price cuts outweighed the impact of higher volumes in that latest quarter. He models a 15.4% gross margin for the period, which he said is below the 17% consensus view on VisibleAlpha. FactSet lists a 16.7% consensus estimate.</p><p>Langan is interested to see how higher leasing rates in the U.S. will affect profits, “as leases would qualify for IRA 45W credits,” or those related to the Inflation Reduction Act.</p><p>“Profits on leased vehicles are realized over the lease life, rather than up front like a normal sale,” he added.</p><p>Langan cut his price target on Tesla’s stock to $223 from $250, with the new target reflecting his expectations for lower long-term growth.</p></body></html>","source":"mwatch_stock","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 Could Be Staring Down a Year of \"Growing Pains,\" Analyst Cautions</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Could Be Staring Down a Year of \"Growing Pains,\" Analyst Cautions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-18 15:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/tesla-could-be-staring-down-a-year-of-growing-pains-analyst-cautions-4c6c5fde?mod=newsviewer_click><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. is about to offer investors some hints of what’s to come, and one analyst thinks Wall Street should brace for “growing pains.”Wells Fargo analyst Colin Langan expects about 13% growth in ...</p>\n\n<a href=\"https://www.marketwatch.com/story/tesla-could-be-staring-down-a-year-of-growing-pains-analyst-cautions-4c6c5fde?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉","TSLQ":"Tradr 2X Short TSLA Daily ETF"},"source_url":"https://www.marketwatch.com/story/tesla-could-be-staring-down-a-year-of-growing-pains-analyst-cautions-4c6c5fde?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2404391856","content_text":"Tesla Inc. is about to offer investors some hints of what’s to come, and one analyst thinks Wall Street should brace for “growing pains.”Wells Fargo analyst Colin Langan expects about 13% growth in Tesla TSLA, -1.98% deliveries next year, below the company’s 50% long-term target. The year already hasn’t gotten off to a great start for the electric-vehicle company, which has cut prices in China and paused production in Germany.“There are also macroeconomic headwinds around elevated interest rates& flattening EV adoption,” Langan wrote in a Tuesday note to clients. “Additionally, there are signs of moderating growth in all three key regions.”Tesla is expected to share more about the landscape, and its outlook for the year, when it reports earnings next Wednesday afternoon. While Langan expressed caution about automotive earnings in general for the latest quarter, Tesla “screens the most at risk,” in his view.Wall Street will be focused on Tesla’s profit picture as well, and Langan predicts that the effect of price cuts outweighed the impact of higher volumes in that latest quarter. He models a 15.4% gross margin for the period, which he said is below the 17% consensus view on VisibleAlpha. FactSet lists a 16.7% consensus estimate.Langan is interested to see how higher leasing rates in the U.S. will affect profits, “as leases would qualify for IRA 45W credits,” or those related to the Inflation Reduction Act.“Profits on leased vehicles are realized over the lease life, rather than up front like a normal sale,” he added.Langan cut his price target on Tesla’s stock to $223 from $250, with the new target reflecting his expectations for lower long-term growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":281095929135176,"gmtCreate":1709651509533,"gmtModify":1709651513161,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Overvalued. AI era. EVs stories are over.","listText":"Overvalued. AI era. EVs stories are over.","text":"Overvalued. AI era. EVs stories are over.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/281095929135176","repostId":"2417106863","repostType":2,"repost":{"id":"2417106863","pubTimestamp":1709594700,"share":"https://ttm.financial/m/news/2417106863?lang=&edition=fundamental","pubTime":"2024-03-05 07:25","market":"us","language":"en","title":"Tesla Stock Tumbles More Than 7% After China Gigafactory Deliveries Slowdown","url":"https://stock-news.laohu8.com/highlight/detail?id=2417106863","media":"Investopedia","summary":"KEY TAKEAWAYSTesla shares fell Monday after data from the China Passenger Car Association showed deliveries from its Shanghai Gigafactory at their lowest point in more than a year.The Chinese Lunar Ne","content":"<html><head></head><body><h3 id=\"mntl-sc-block-callout-heading_1-0\" style=\"text-align: start;\">KEY TAKEAWAYS</h3><ul style=\"list-style-type: disc;\"><li><p>Tesla shares fell Monday after data from the China Passenger Car Association showed deliveries from its Shanghai Gigafactory at their lowest point in more than a year.</p></li><li><p>The Chinese Lunar New Year celebrations in February hurt sales, along with increased domestic competition.</p></li><li><p>Tesla continues to use price incentives to boost sales, but Chinese manufacturers such as Xpeng and BYD are matching the strategy.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8ce874fc13cf40bfc777bab8e73ff0f\" title=\"Xiaolu Chu / Getty Images\" tg-width=\"1500\" tg-height=\"1125\"/><span>Xiaolu Chu / Getty Images</span></p><p style=\"text-align: start;\">Tesla Inc. (TSLA) shares fell more than 7% Monday after new sales data showed deliveries from its Shanghai Gigafactory at their lowest level in more than a year due to the recent Chinese Lunar New Year and domestic competition.</p><p style=\"text-align: start;\">The automaker reportedly delivered 60,365 vehicles from its China factory in February, according to preliminary data from China’s Passenger Car Association (CPCA) on Monday. That marked the lowest level since December 2022 and was 19% lower year-on-year.</p><p>Vehicle sales are prone to a seasonal slowdown in China around the Lunar New Year early each calendar year, but the latest figures come amid a backdrop of slower electric vehicle (EV) sales and increased competition in the country.</p><p style=\"text-align: start;\">Tesla continued adjusting its pricing strategy earlier this month by offering insurance subsidies to Chinese customers on its Model Y and 3 vehicles. That was in response to other data from the CPCA that showed demand in the country for new-energy vehicles falling 30% in January from December.</p><p style=\"text-align: start;\">Tesla is also facing stiff competition from domestic EV rivals such as the Warren Buffett-backed BYD (BYDDY) and Xpeng Inc. (XPEV). BYD said Monday that it was slashing the price of its updated Yuan Plus SUV by 11.8% versus the price of the current version, while Xpeng extended a 20,000-yuan (about $2,780) discount on its top-selling G6 SUV to the end of March.</p><p>Tesla shares fell 7.2% to close Monday at $188.14. The stock has lost about a quarter of its value since the start of the year,</p></body></html>","source":"lsy1606203311635","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 Stock Tumbles More Than 7% After China Gigafactory Deliveries Slowdown</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; 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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 Stock Tumbles More Than 7% After China Gigafactory Deliveries Slowdown\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-05 07:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investopedia.com/tesla-stock-tumbles-after-china-gigafactory-slowdown-8603865><strong>Investopedia</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY TAKEAWAYSTesla shares fell Monday after data from the China Passenger Car Association showed deliveries from its Shanghai Gigafactory at their lowest point in more than a year.The Chinese Lunar ...</p>\n\n<a href=\"https://www.investopedia.com/tesla-stock-tumbles-after-china-gigafactory-slowdown-8603865\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLA":"特斯拉","BK4592":"伊斯兰概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4527":"明星科技股","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD"},"source_url":"https://www.investopedia.com/tesla-stock-tumbles-after-china-gigafactory-slowdown-8603865","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2417106863","content_text":"KEY TAKEAWAYSTesla shares fell Monday after data from the China Passenger Car Association showed deliveries from its Shanghai Gigafactory at their lowest point in more than a year.The Chinese Lunar New Year celebrations in February hurt sales, along with increased domestic competition.Tesla continues to use price incentives to boost sales, but Chinese manufacturers such as Xpeng and BYD are matching the strategy.Xiaolu Chu / Getty ImagesTesla Inc. (TSLA) shares fell more than 7% Monday after new sales data showed deliveries from its Shanghai Gigafactory at their lowest level in more than a year due to the recent Chinese Lunar New Year and domestic competition.The automaker reportedly delivered 60,365 vehicles from its China factory in February, according to preliminary data from China’s Passenger Car Association (CPCA) on Monday. That marked the lowest level since December 2022 and was 19% lower year-on-year.Vehicle sales are prone to a seasonal slowdown in China around the Lunar New Year early each calendar year, but the latest figures come amid a backdrop of slower electric vehicle (EV) sales and increased competition in the country.Tesla continued adjusting its pricing strategy earlier this month by offering insurance subsidies to Chinese customers on its Model Y and 3 vehicles. That was in response to other data from the CPCA that showed demand in the country for new-energy vehicles falling 30% in January from December.Tesla is also facing stiff competition from domestic EV rivals such as the Warren Buffett-backed BYD (BYDDY) and Xpeng Inc. (XPEV). BYD said Monday that it was slashing the price of its updated Yuan Plus SUV by 11.8% versus the price of the current version, while Xpeng extended a 20,000-yuan (about $2,780) discount on its top-selling G6 SUV to the end of March.Tesla shares fell 7.2% to close Monday at $188.14. The stock has lost about a quarter of its value since the start of the year,","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":267001494003728,"gmtCreate":1706195816064,"gmtModify":1706195820469,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"still dreaming.","listText":"still dreaming.","text":"still dreaming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/267001494003728","repostId":"266956080484464","repostType":1,"repost":{"id":266956080484464,"gmtCreate":1706184304715,"gmtModify":1706184308084,"author":{"id":"3533112251306624","authorId":"3533112251306624","authorIdStr":"3533112251306624","name":"ZHANGJI","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3533112251306624"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp; If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","text":"$特斯拉(TSLA)$ If Starship really takes off, Starship will deliver several hundred thousand tons or maybe a million tons to orbit. @elonmusk This is actually mind blowing that we aren’t far from Starship getting operational.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266956080484464","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266916239749272,"gmtCreate":1706175013711,"gmtModify":1706175018624,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Smart choice..&nbsp; a better investment option than investing on Tesla.&nbsp;","listText":"Smart choice..&nbsp; a better investment option than investing on Tesla.&nbsp;","text":"Smart choice.. a better investment option than investing on Tesla.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266916239749272","repostId":"2405449045","repostType":4,"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":266672197054504,"gmtCreate":1706141041401,"gmtModify":1706141045662,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Buy others. Don't buy this stock. Useless","listText":"Buy others. Don't buy this stock. Useless","text":"Buy others. Don't buy this stock. Useless","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266672197054504","repostId":"266641721171968","repostType":1,"repost":{"id":266641721171968,"gmtCreate":1706133728688,"gmtModify":1706133730722,"author":{"id":"4115720747212232","authorId":"4115720747212232","authorIdStr":"4115720747212232","name":"Amckid","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115720747212232"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Better run now before is too late. Can always buy back later.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> Better run now before is too late. Can always buy back later.&nbsp;","text":"$Tesla Motors(TSLA)$ Better run now before is too late. Can always buy back later.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/266641721171968","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264817971360056,"gmtCreate":1705676870574,"gmtModify":1705676875147,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"All are just superficial info. Will see less than 100 bucks for this company soon.&nbsp;","listText":"All are just superficial info. Will see less than 100 bucks for this company soon.&nbsp;","text":"All are just superficial info. Will see less than 100 bucks for this company soon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264817971360056","repostId":"2404502631","repostType":2,"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264738830614544,"gmtCreate":1705657525065,"gmtModify":1705657529578,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Sell and walk away. Buy Nvidia. A smarter choice.&nbsp;","listText":"Sell and walk away. Buy Nvidia. A smarter choice.&nbsp;","text":"Sell and walk away. Buy Nvidia. A smarter choice.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264738830614544","repostId":"2404352803","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9993791761,"gmtCreate":1660728847356,"gmtModify":1676536387794,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Thank you&nbsp;","listText":"Thank you&nbsp;","text":"Thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993791761","isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901741153,"gmtCreate":1659278077472,"gmtModify":1676536280391,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Thank you.&nbsp;","listText":"Thank you.&nbsp;","text":"Thank you.","images":[{"img":"https://community-static.tradeup.com/news/0fc1f82f8400b101b111ffd31bf244ba","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901741153","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":349637019,"gmtCreate":1617601129931,"gmtModify":1704700712517,"author":{"id":"3579074367224643","authorId":"3579074367224643","authorIdStr":"3579074367224643","name":"Newbie_Alvin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579074367224643"},"themes":[],"htmlText":"Hi, pls like and comment&nbsp;","listText":"Hi, pls like and comment&nbsp;","text":"Hi, pls like and comment","images":[{"img":"https://static.tigerbbs.com/702b3ba67955cc19aa4012a5bcb05a69","width":"1080","height":"2897"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349637019","isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}