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DeltaPower

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- DeltaPowerDeltaPower
  ·11-02
  $英伟达(NVDA)$ Next week 150
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- DeltaPowerDeltaPower
  ·02-02
  $Meta Platforms(META)$
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- DeltaPowerDeltaPower
  ·2023-11-10
  $特斯拉(TSLA)$ Biden VS Elon
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- DeltaPowerDeltaPower
  ·2023-09-12
  $特斯拉(TSLA)$
  特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资
  特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。
  特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资
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- DeltaPowerDeltaPower
  ·2023-08-18
  $Sea Ltd(SE)$ 10 is good entry point
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- DeltaPowerDeltaPower
  ·2023-08-15
  $Sea Ltd(SE)$ buy at 20
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- DeltaPowerDeltaPower
  ·2023-07-03
  $特斯拉(TSLA)$ BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.
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- DeltaPowerDeltaPower
  ·2023-04-20
  $特斯拉(TSLA)$ Time to buy at 150
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- DeltaPowerDeltaPower
  ·2023-04-04
  A bias writer recruited by short sellers, obviously.
  Tesla Obviously Had A Disappointing Quarter, Expect More Pain
  SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts
  Tesla Obviously Had A Disappointing Quarter, Expect More Pain
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- DeltaPowerDeltaPower
  ·2023-03-23
  $Coinbase Global, Inc.(COIN)$ Heading to zero value.
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href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Biden VS Elon&nbsp;","text":"$特斯拉(TSLA)$ Biden VS Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/239978907705536","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219008122024072,"gmtCreate":1694494618222,"gmtModify":1694494619792,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219008122024072","repostId":"2366375678","repostType":2,"repost":{"id":"2366375678","pubTimestamp":1694483220,"share":"https://ttm.financial/m/news/2366375678?lang=&edition=fundamental","pubTime":"2023-09-12 09:47","market":"other","language":"zh","title":"特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资","url":"https://stock-news.laohu8.com/highlight/detail?id=2366375678","media":"环球市场播报","summary":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。","content":"<html><body><div>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/59/w550h309/20230912/bcc5-b00f60f804cc9584133bf0d87e14b77b.jpg\"/><span></span></div>\n<p>　　<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>股价周一大涨逾10%，此前<span><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a></span><span></span>在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。</p>\n<p>　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>一样，</p>\n<p>　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。</p>\n<p>　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。</p>\n<p>　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”</p>\n<p>　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。</p>\n<p>　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。</p>\n<p>　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。</p>\n<p>　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。</p>\n<p>　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。</p>\n<div>\n<span>现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","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>特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资</title>\n<style 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}\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\">\n特斯拉大空头驳斥摩根士丹利研报：别忘了他们在特斯拉有大笔投资\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 09:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml\">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","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","MS":"摩根士丹利","BK4588":"碎股","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4504":"桥水持仓","LU2063271972.USD":"富兰克林创新领域基金","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0971096721.USD":"富达环球金融服务 A","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4099":"汽车制造商","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","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","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4592":"伊斯兰概念","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-09-12/doc-imzmmiaq8558017.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2366375678","content_text":"特斯拉股价周一大涨逾10%，此前摩根士丹利在一份研报中将该股列为其首选股，并将其目标价从250美元上调至400美元，意味着较目前水平还有超过45%的上涨空间。\n　　摩根士丹利分析师亚当·乔纳斯在报告中表示，特斯拉Dojo超级计算机可能使该公司更快采用自动驾驶出租车和网络服务，使该公司市值至多增加5000亿美元。Dojo可以打开“新的潜在市场”，就像AWS对于亚马逊一样，\n　　但特斯拉大空头、 GLJ Research创始人兼CEO戈登·约翰逊在一次采访中对摩根士丹利的乐观分析提出了质疑。\n　　约翰逊直接反驳了乔纳斯基于特斯拉超级计算机能力的不切实际的预测，并说，这家投行与特斯拉和马斯克的密切关系可能与此次上调有关。\n　　约翰逊周一在接受Schwab Network采访时表示：“特斯拉第二季度毛利润的98%来自汽车销售。过去五年，你和其他人一直在说，这是一家科技公司。科技在哪？”\n　　值得注意的是，约翰逊给予特斯拉的目标价只有24美元。\n　　约翰逊指出了几个问题，他说乔纳斯在他的报告中承认，他对Dojo的成本和性能的预测是未经验证的，这使得他的上调很大程度上是猜测性的。\n　　特斯拉的Dojo超级计算机将用于训练其机器学习模型，以改进其全自动驾驶（FSD）技术。虽然这台超级计算机已于上月投入生产，但约翰逊指出，美国《消费者报告》和《Guidehouse Insights》目前对这一驾驶辅助技术的排名与竞争对手相比相当低。\n　　约翰逊还指出，摩根士丹利在马斯克将推特私有化的过程中扮演了重要角色，以及它在特斯拉的相当大的头寸。\n　　马斯克收购推特的部分资金是由银行贷款支持的，其中包括摩根士丹利提供的35亿美元。约翰逊说，这种联系，再加上摩根士丹利持有近2800万股特斯拉股票，描绘了一幅利益交织的图景，这让人质疑分析的公正性。\n\n现在送您60元福利红包，直接提现不套路~~~快来参与活动吧！\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":210222982500440,"gmtCreate":1692346288405,"gmtModify":1692346290975,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>10 is good entry point&nbsp;","text":"$Sea Ltd(SE)$ 10 is good entry point","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/210222982500440","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574235684095683","authorId":"3574235684095683","name":"Kacudah","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3574235684095683","idStr":"3574235684095683"},"content":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","text":"Nahh too high i hope it goes to $1 like citibank in 2008🤭","html":"Nahh too high i hope it goes to $1 like citibank in 2008🤭"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209199889891352,"gmtCreate":1692111175079,"gmtModify":1692111177860,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","listText":"<a href=\"https://ttm.financial/S/SE\">$Sea Ltd(SE)$&nbsp;</a><v-v data-views=\"0\"></v-v>buy at 20","text":"$Sea Ltd(SE)$ buy at 20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/209199889891352","isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":193678167404712,"gmtCreate":1688314358938,"gmtModify":1688314362521,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.&nbsp;","text":"$特斯拉(TSLA)$ BREAKING: Tesla delivered an all-time high 466,140 vehicles in Q2, smashing Wall St expectations of ~447k.Total Q2 production was also an all-time high at 479,700.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/193678167404712","isVote":1,"tweetType":1,"viewCount":471,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944576961,"gmtCreate":1681974671654,"gmtModify":1681974674240,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","listText":"<a href=\"https://ttm.financial/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>Time to buy at 150","text":"$特斯拉(TSLA)$ Time to buy at 150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944576961","isVote":1,"tweetType":1,"viewCount":561,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948304545,"gmtCreate":1680622152087,"gmtModify":1680622286651,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"A bias writer recruited by short sellers, obviously.","listText":"A bias writer recruited by short sellers, obviously.","text":"A bias writer recruited by short sellers, obviously.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948304545","repostId":"1143129882","repostType":4,"repost":{"id":"1143129882","pubTimestamp":1680618277,"share":"https://ttm.financial/m/news/1143129882?lang=&edition=fundamental","pubTime":"2023-04-04 22:24","market":"us","language":"en","title":"Tesla Obviously Had A Disappointing Quarter, Expect More Pain","url":"https://stock-news.laohu8.com/highlight/detail?id=1143129882","media":"Seeking Alpha","summary":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>Tesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.</p></li><li><p>The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.</p></li><li><p>We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla&#39;s margins to decline, hurting the company&#39;s profits.</p></li><li><p>Regardless of the company&#39;s margins, it&#39;s already severely overvalued in a variety of margins, making it a poor investment.</p></li></ul><p>Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company&#39;s recent press release once again raised concerns that additional price cuts are in the future. That&#39;s despite the company&#39;s strong 25.9% gross margins, which investors point to as evidence of the company&#39;s financial strength and unique pricing power.</p><h2 style=\"text-align: left;\">Tesla&#39;s Q1 2023 Deliveries</h2><p style=\"text-align: left;\">Tesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f89508063ee9dc35033f4fd24a35b9a6\" alt=\"Tesla Press Release\" title=\"Tesla Press Release\" tg-width=\"640\" tg-height=\"248\"/><span>Tesla Press Release</span></p><p style=\"text-align: left;\"><strong>Tesla Press Release</strong></p><p style=\"text-align: left;\">The company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company&#39;s high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company&#39;s top-end vehicles, especially with price cuts.</p><p style=\"text-align: left;\">We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.</p><h2 style=\"text-align: left;\">Tesla&#39;s Pricing Cuts</h2><p style=\"text-align: left;\">The top story for Tesla has been the company&#39;s continued price cuts on its vehicles.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9cf899accf0819a015e8201c816249ca\" alt=\"USA Today\" title=\"USA Today\" tg-width=\"640\" tg-height=\"209\"/><span>USA Today</span></p><p style=\"text-align: left;\"><strong>USA Today</strong></p><p style=\"text-align: left;\">Tesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it&#39;s better than the competition, new competition lowers margins.</p><p style=\"text-align: left;\">That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don&#39;t dominate the entire market. There&#39;s other competition and pricing pressure. That&#39;s worth paying close attention to as an investor.</p><h2 style=\"text-align: left;\">Tesla&#39;s Rising Competition</h2><p style=\"text-align: left;\">Tesla is facing rising competition from its market share even as vehicle production goes up.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1cba9cabe9bbaa012d768e578318aea6\" alt=\"Inside EVs\" title=\"Inside EVs\" tg-width=\"640\" tg-height=\"235\"/><span>Inside EVs</span></p><p style=\"text-align: left;\"><strong>Inside EVs</strong></p><p style=\"text-align: left;\">Tesla&#39;s registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.</p><p style=\"text-align: left;\">We expect the company&#39;s competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It&#39;s also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don&#39;t expect to continue.</p><h2 style=\"text-align: left;\">2023 - A Tesla Transition Year</h2><p style=\"text-align: left;\">2023 is a transition year for Tesla. The company&#39;s competitors have come up with their models, and they&#39;re working to rapidly ramp up production.</p><p style=\"text-align: left;\">Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.</p><p style=\"text-align: left;\">BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla&#39;s margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.</p><p style=\"text-align: left;\">At the same time, Tesla&#39;s other businesses aren&#39;t anywhere exciting yet. The company&#39;s solar business has a negligible market share, and it&#39;s to-date nowhere near releasing full self-driving. The company&#39;s most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.</p><h2 style=\"text-align: left;\">Our View</h2><p style=\"text-align: left;\">Tesla is overvalued.</p><p style=\"text-align: left;\">In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That&#39;s a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.</p><p style=\"text-align: left;\">That could hurt the company&#39;s ability to justify its valuation substantially and cause its share price to decline.</p><h2 style=\"text-align: left;\">Thesis Risk</h2><p style=\"text-align: left;\">The largest risk to our thesis is Tesla&#39;s value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don&#39;t see the company managing to justify its valuation. However, it&#39;s worth paying close attention to.</p><h2 style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">Tesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.</p><p style=\"text-align: left;\">We expect that pressure on margins to cause Tesla, Inc.&#39;s profits to drop substantially. That&#39;s even when counting the company&#39;s 50% annualized anticipated production growth. We expect the company&#39;s market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.</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>Tesla Obviously Had A Disappointing Quarter, Expect More Pain</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 Obviously Had A Disappointing Quarter, Expect More Pain\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-04 22:24 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end ...</p>\n\n<a href=\"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain\">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"},"source_url":"https://seekingalpha.com/article/4592157-tesla-obviously-had-disappointing-quarter-expect-more-pain","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1143129882","content_text":"SummaryTesla grew production and sales, but it appears that the company needs to maintain price cuts to grow.The company is rapidly seeing increased competition from both new companies at the top end and existing car companies ramping up production.We see 2023 as a transition year, as other companies ramp up their production. That should cause Tesla's margins to decline, hurting the company's profits.Regardless of the company's margins, it's already severely overvalued in a variety of margins, making it a poor investment.Tesla, Inc. (NASDAQ: TSLA) stock dropped more than 6% Monday after the company's recent press release once again raised concerns that additional price cuts are in the future. That's despite the company's strong 25.9% gross margins, which investors point to as evidence of the company's financial strength and unique pricing power.Tesla's Q1 2023 DeliveriesTesla achieved strong deliveries in the first quarter. However, the company produced more than it delivered.Tesla Press ReleaseTesla Press ReleaseThe company produced just under 441 thousand vehicles in the first quarter and managed to deliver about 95% of them. QoQ Model S/X, the company's high-end vehicle, saw production only drop 5%, but deliveries crumpled by almost 40%. That shows a lack of demand for the company's top-end vehicles, especially with price cuts.We expect Model S/X deliveries and demand to remain muted as high-margin competition arrives first through new companies such as Rivian (RIVN), Polestar (PSNY), and Lucid (LCID) along with established companies like BMW (OTCPK: BMWYY) and Mercedes (OTCPK: MBGAF). That lines up with our expectation that Tesla would see competition first at the top end of its portfolio, the same place that Tesla was able to start.Tesla's Pricing CutsThe top story for Tesla has been the company's continued price cuts on its vehicles.USA TodayUSA TodayTesla cut the prices of its vehicles by as much as 20% in January, and in March it cut the prices of its Model S and X between 4-9%. The company has record margins, but the more it needs to cut prices, the more that it cuts into those margins. Unfortunately for Tesla, even if it's better than the competition, new competition lowers margins.That can be seen in classic carmakers. Toyota (TM) and Honda (HMC) are widely considered to have the best reliability, and yet they don't dominate the entire market. There's other competition and pricing pressure. That's worth paying close attention to as an investor.Tesla's Rising CompetitionTesla is facing rising competition from its market share even as vehicle production goes up.Inside EVsInside EVsTesla's registrations went up 34% YoY as the U.S. market faced more competition versus last year. Significant U.S. competition also caused the market to grow slower than the global markets. The company now has a 57% market share, with its second-largest competitor Chevrolet (GM) having an 8.5% share and Ford having a 7.7% share.We expect the company's competition to continue increasing its share. Rivian, for example, increased its market share by almost 300% YoY. It's also worth noting that Tesla likely saw an uptick in demand from its price increases, an uptick in demand that we don't expect to continue.2023 - A Tesla Transition Year2023 is a transition year for Tesla. The company's competitors have come up with their models, and they're working to rapidly ramp up production.Rivian expects to produce 50 thousand vehicles in 2023, double 2022. Ford (F) plans to exit 2023 at more than 360 thousand vehicles/year in production, up from just under 62 thousand in 2022. Lucid is aiming to produce 12 thousand vehicles in 2023. Polestar is aiming to hit 80 thousand vehicles in 2023, up from 50 thousand in 2022.BMW is looking to triple its EV production in 2023 to almost 50 thousand vehicles. Each of these vehicles, especially on the upper end, will push down Tesla's margins substantially. That could hurt its ability to justify its valuations. Assuming its margins drop, that could crater its share price, by showing the market how overvalued the company is.At the same time, Tesla's other businesses aren't anywhere exciting yet. The company's solar business has a negligible market share, and it's to-date nowhere near releasing full self-driving. The company's most exciting business is the megapack, but it needs those battery packs for its own vehicles and its margins on the megapack are lower.Our ViewTesla is overvalued.In 2022, the company had $81 billion in revenue, $20 billion in gross profit, and $12.5 billion in net income. The company has a market capitalization of more than $600 billion. That's a P/E of 50 on net income, or 30 on gross profits. The company did manage to grow profits 50% YoY but as we discussed above we expect margins to drop.That could hurt the company's ability to justify its valuation substantially and cause its share price to decline.Thesis RiskThe largest risk to our thesis is Tesla's value as an independent brand. Assuming the company remains popular, and demand remains high, higher margins could result in higher profits. Even in that case, we don't see the company managing to justify its valuation. However, it's worth paying close attention to.ConclusionTesla, Inc. is dramatically overvalued. The company is trading at 8x sales and 50x net income. The company is supported by its strong margins, but new competition is rapidly ramping up its production, with most companies expecting to double to triple production in 2023. At a minimum, that will put strong pressure on margins.We expect that pressure on margins to cause Tesla, Inc.'s profits to drop substantially. That's even when counting the company's 50% annualized anticipated production growth. We expect the company's market share to continue to decline. As a result, we recommend against investing in Tesla, Inc. stock for the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943531737,"gmtCreate":1679540442129,"gmtModify":1679540446338,"author":{"id":"3571645988229391","authorId":"3571645988229391","name":"DeltaPower","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3571645988229391","idStr":"3571645988229391"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","listText":"<a href=\"https://ttm.financial/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"0\"></v-v>Heading to zero value.&nbsp;","text":"$Coinbase Global, Inc.(COIN)$ Heading to zero value.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943531737","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}