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Artwork for 茶水S的美股交易

茶水S的美股交易

茶水S的交易人生

拆解美股公司 交易信仰: 信息都已体现在交易价格中, 事件都是为趋势做的局

PublishesDailyEpisodes461Founded22 days ago
Language
ZH-CN
Categories
BusinessInvestingTechnology

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Artwork for 茶水S的美股交易

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Q4 财报乍一看全是雷:汽车营收同比暴跌 11%,自由现金流同比砍 30%,不管是 GAAP 还是非 GAAP 的每股收益都崩了。但话说回来,华尔街那帮人的预期本来就悲观到离谱,实际业绩算是矮子里拔将军。现在特斯拉管理层直接 all in 自动驾驶和机器人了 —— 停产 Model S/X 给擎天柱腾产能,远期目标直指年产 100 万台人形机器人。奥斯汀那边已经跑起来完全无人、无安全员、无跟车的付费自动驾驶网约车了,不过原定 2025 年的大规模落地计划跳票到 2026 上半年,这点确实拉胯。

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Apple Podcasts
#90
China/Business/Investing
Apple Podcasts
#112
Indonesia/Business/Investing

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茶水S的美股交易 launched 22 days ago and published 461 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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