v*r
6 楼
一般来说,ER后会跌 。。因为发展越快,亏钱越多。。EPS 越难看。。。
v*r
8 楼
"At our scale, purchasing has not been a problem. We have not seen any
increase in module costs. Again, we have a scale, which makes a big, big
difference to buyers. We have got a number of very active conversations with
Chinese and non-Chinese suppliers for long-term volume equipments in the
low $0.70 per watt for modules, which headed us very against any tariff
issues. So we feel good about that. And as I said, the operating cost on a
like-for-like base will be continuing to decline quarter-on-quarter and we
expect that to continue. As Lyndon said, we continue driving more volume to
our fixed infrastructure or dollars per watt continue coming down."
http://seekingalpha.com/article/2201323-solarcitys-scty-ceo-lyn
【在 t*******l 的大作中提到】
: 不理解啊,看不懂。照理说美国给中国太阳能板反倾销,包括YGE
: 都榜上有名被罚,照理说,scty这种做服务的公司应该受到影响才对,
: 因为太阳能板价格会上涨很多,考虑solar的用户会减少,scty
: 的service应该受到影响才对啊
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