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开始听Conference Call 啦 (我来直播)
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开始听Conference Call 啦 (我来直播)# Stock
l*o
1
RT
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l*o
2
UP UP UP UP UP
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H*D
3
UP

【在 l******o 的大作中提到】
: UP UP UP UP UP
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l*o
4
ELON opening remarks
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l*o
5
80% share of TESLA in the US
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l*o
6
特斯拉去年的车辆数量几乎与前几年总和相同。
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l*o
7
operating margin is usually lower in auto industry; but it is NOT the case
for Tesla
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c*u
8
exponential growth! UP UP UP UP!
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l*o
9
Optimistic on Q1 profit and all other quarters ahead
UP UP UP
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y*e
10
可以的,少年。
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y*e
11
可以的,少年。
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l*o
12
Wow... excellent service. Even before your car comes to an halt, the truck
is already on the way. UP UP UP
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H*D
13
wtf?! wow!

【在 l******o 的大作中提到】
: Wow... excellent service. Even before your car comes to an halt, the truck
: is already on the way. UP UP UP

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l*o
14
Wow... excellent service. Even before your car comes to an halt, the truck
is already on the way. UP UP UP
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y*e
15
可以的,少年。
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l*o
16
特斯拉将在服务中心库存所有常用部件,以减少服务时间
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f*g
17
怎么还没涨啊?
还好这个是买的正股,不着急
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l*o
18
Model Y will be easier to make.
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E*r
19
要想使其灭亡,先要让其疯狂
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l*o
20
Tesla will likely sell more Model Ys than Model 3s since compact SUVs in
general are best sellers
UP UP
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E*r
21
未来很丰满,现实太骨感
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E*r
22
呵呵, 一个车型都卖不好,又出一个车型,结果一个都卖不好
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l*o
23
在好的的经济年度,Elon对全球Model3需求的最佳猜测是每年70万或80万辆。在经济衰
退中,大约有50万。
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l*o
24
We already have full self driving capability on highways
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l*o
25
We already have full self driving capability on highways
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E*r
26
呵呵,先卖掉50万再说,你以为别的车厂都是吃干饭的。
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l*o
27
mass production of Y, 2020 year end; with small volume in the year
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l*o
28
Pickup will be something quite unique
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l*o
29
Waymo is valued at 170 billion 大家笑了
Waymo only has 5% of the testing miles that Tesla has.
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l*o
30
Elon feels confident that M3 demand is strong.
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l*o
31
Tesla will be introducing a lower-range Model 3 in the middle of this year.
Demand for the Model 3 is insanely high and the hurdle is the price,
UP UP UP
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y*e
32
shit, insanely high.... my short position will be fucked up tmr..
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y*e
33
shit, insanely high.... my short position will be fucked up tmr..
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l*o
34
battery pack costs highly proprietary and he can't give it away. Tesla's
costs are the better than anyone else's right now
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l*o
35
CFO says restructuring charge will be about $40 million.
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m*c
36
LOL,白送demand 就是无穷。
musk真能画饼啊。

.

【在 l******o 的大作中提到】
: Tesla will be introducing a lower-range Model 3 in the middle of this year.
: Demand for the Model 3 is insanely high and the hurdle is the price,
: UP UP UP

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E*r
37
其它车厂根本不屌你,Tesla能玩到一年500万辆车?
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