{"id":7302,"date":"2023-01-26T15:58:11","date_gmt":"2023-01-26T07:58:11","guid":{"rendered":"https:\/\/singledoggy.investments\/?p=7302"},"modified":"2023-01-27T07:46:46","modified_gmt":"2023-01-26T23:46:46","slug":"tesla-22q4-report","status":"publish","type":"post","link":"https:\/\/singledoggy.investments\/2023\/01\/26\/tesla-22q4-report\/","title":{"rendered":"\u7279\u65af\u62c9 22Q4 \u8ca1\u5831\u91cd\u9ede\u6574\u7406"},"content":{"rendered":"<p>\u53c8\u5230\u4e86\u4e00\u5e74\u4e2d\u5c11\u6578\u5e7e\u5929\u6703\u5f88\u65e9\u8d77\u5e8a\u7684\u65e5\u5b50\u3002<\/p>\n<p>Elon \u4e00\u958b\u59cb\u5c31\u8aaa\uff0c\u8fd1\u671f\u6295\u8cc7\u8005\u6700\u5e38\u898b\u554f\u984c\u7684\u662f\u95dc\u65bc\u9700\u6c42\u3002\u4e00\u6708\u4efd\u5230\u76ee\u524d\u70ba\u6b62\uff0c\u7279\u65af\u62c9\u770b\u5230\u4e86\u6b77\u53f2\u4e0a\u6700\u5f37\u52c1\u7684\u8a02\u55ae\uff0c\u5e7e\u4e4e\u662f\u7522\u91cf\u7684\u5169\u500d\u3002\u4f5c\u70ba\u56de\u61c9\uff0c\u7279\u65af\u62c9\u5176\u5be6\u8abf\u5347\u4e86\u4e00\u9ede Model Y \u7684\u50f9\u683c\u3002\u5118\u7ba1\u6574\u500b\u6c7d\u8eca\u5e02\u5834\u53ef\u80fd\u51fa\u73fe\u6536\u7e2e\uff0c\u4f46\u7279\u65af\u62c9\u9700\u6c42\u4ecd\u597d\u3002Elon \u8868\u793a\u50f9\u683c\u771f\u7684\u5f88\u91cd\u8981\uff0c\u5f88\u591a\u4eba\u60f3\u8cb7\u7279\u65af\u62c9\u4f46\u8cb7\u4e0d\u8d77\uff0c\u9019\u4e9b\u50f9\u683c\u8b8a\u5316\u78ba\u5be6\u5c0d\u666e\u901a\u6d88\u8cbb\u8005\u7522\u751f\u4e86\u5f71\u97ff\u3002\u88fd\u9020\u5927\u773e\u8ca0\u64d4\u5f97\u8d77\u7684\u8eca\u4e00\u76f4\u662f\u7279\u65af\u62c9\u7684\u76ee\u6a19\uff0c\u7279\u65af\u62c9\u5728\u6210\u672c\u63a7\u5236\u65b9\u9762\u4e5f\u53d6\u5f97\u4e86\u5f88\u597d\u7684\u9032\u5c55\u3002<\/p>\n<p>\u4ee5\u4e0b\u662f\u8ca1\u5831\u548c\u96fb\u8a71\u6703\u8b70\u91cd\u9ede\u4ee5\u53ca\u7d50\u8ad6\u3002<\/p>\n<hr \/>\n<h2 id=\"\u8ca1\u52d9\u9762\">\u8ca1\u52d9\u9762<\/h2>\n<p>\u4ee5\u4e0b\u662f<a href=\"https:\/\/tesla-cdn.thron.com\/static\/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdf?xseo=&amp;response-content-disposition=inline%3Bfilename%3D%22b7871185-dd6a-4d79-9c3b-19b497227f2a.pdf%22\" target=\"_blank\" rel=\"noopener\">\u7279\u65af\u62c9 Q4 \u8ca1\u5831<\/a>\u7d30\u9805\uff1a<\/p>\n<ul>\n<li>\u7e3d\u71df\u6536 243.2 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 37%<\/li>\n<li>\u96fb\u52d5\u8eca\u696d\u52d9\u71df\u6536 213.1 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 33%\u3002\u5176\u4e2d\u78b3\u6b0a\u7a4d\u5206\u71df\u6536 4.67 \u5104\u7f8e\u5143<\/li>\n<li>\u96fb\u52d5\u8eca\u696d\u52d9\u6bdb\u5229 55.2 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 31%\u3002\u6bdb\u5229\u7387 25.9%\uff0c\u6392\u9664\u78b3\u6b0a\u7a4d\u5206\u7684\u96fb\u52d5\u8eca\u6bdb\u5229\u7387\u70ba 24.3%<\/li>\n<li>\u7e3d\u9ad4\u6bdb\u5229\u7387 23.8%\uff0c\u71df\u696d\u5229\u76ca\u7387 16%<\/li>\n<li>GAAP \u6de8\u5229 36.87 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 59%\uff0cGAAP diluted EPS 1.07 \u7f8e\u5143<\/li>\n<li>non-GAAP \u6de8\u5229 41.06 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 43%\uff0cnon-GAAP diluted EPS 1.19 \u7f8e\u5143<\/li>\n<li>\u81ea\u7531\u73fe\u91d1\u6d41 14.2 \u5104\u7f8e\u5143<\/li>\n<li>\u73fe\u91d1\u8207\u7d04\u7576\u73fe\u91d1 221.85 \u5104\u7f8e\u5143<\/li>\n<\/ul>\n<p>\u5168\u5e74\u71df\u6536\u6210\u9577 51%\uff0c\u71df\u696d\u5229\u76ca\u6210\u9577 109%\uff0c\u81ea\u7531\u73fe\u91d1\u6d41\u6210\u9577 51%\u3002<\/p>\n<p>\u4e0b\u5716\u70ba\u96fb\u52d5\u8eca\u696d\u52d9 2020 \u8d77\u9010\u5b63\u8868\u73fe\uff1a<\/p>\n<p><img fetchpriority=\"high\" class=\" wp-image-7303 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/auto-business.png?resize=751%2C464&#038;ssl=1\" alt=\"\" width=\"751\" height=\"464\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/auto-business.png?w=943&amp;ssl=1 943w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/auto-business.png?resize=300%2C185&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/auto-business.png?resize=768%2C475&amp;ssl=1 768w\" sizes=\"(max-width: 751px) 100vw, 751px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u6709\u610f\u601d\u7684\u662f\uff0c\u5927\u591a\u6578\u516c\u53f8\u8981\u9054\u5230\u9ad8\u901f\u6210\u9577\uff0c\u71df\u696d\u8cbb\u7528\u548c\u8cc7\u672c\u652f\u51fa\u4e5f\u6703\u8ddf\u8457\u5927\u5e45\u63d0\u9ad8\uff0c\u4f46\u7279\u65af\u62c9\u4e26\u975e\u5982\u6b64\uff0c\u672c\u5b63\u7684\u71df\u696d\u8cbb\u7528\u751a\u81f3\u9084\u4e0b\u964d\u4e86 16%\u3002<\/p>\n<p><img class=\" wp-image-7304 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense.png?resize=780%2C410&#038;ssl=1\" alt=\"\" width=\"780\" height=\"410\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense.png?w=1409&amp;ssl=1 1409w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense.png?resize=300%2C158&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense.png?resize=1024%2C538&amp;ssl=1 1024w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense.png?resize=768%2C403&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u7279\u65af\u62c9\u7684\u71df\u696d\u8cbb\u7528\u7387\uff0c\u5f9e 2020 Q1 \u7684 15.9% \u964d\u5230 2022 Q4 \u7684 7.7%\uff0c\u8ddf\u80a1\u50f9\u4e00\u6a23\u8170\u65ac\u3002<\/p>\n<p><img class=\" wp-image-7305 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense-ratio.png?resize=780%2C476&#038;ssl=1\" alt=\"\" width=\"780\" height=\"476\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense-ratio.png?w=916&amp;ssl=1 916w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense-ratio.png?resize=300%2C183&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-expense-ratio.png?resize=768%2C469&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u7279\u65af\u62c9\u7684\u71df\u696d\u5229\u76ca\u7387\u660e\u986f\u8d85\u51fa\u6c7d\u8eca\u7522\u696d\u5e73\u5747\u4e00\u5927\u622a\u3002<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-7310 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-margin-exceed-industry.png?resize=699%2C536&#038;ssl=1\" alt=\"\" width=\"699\" height=\"536\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-margin-exceed-industry.png?w=699&amp;ssl=1 699w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/operating-margin-exceed-industry.png?resize=300%2C230&amp;ssl=1 300w\" sizes=\"(max-width: 699px) 100vw, 699px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u70ba\u4ec0\u9ebc\u7279\u65af\u62c9\u80fd\u505a\u5230\u9019\u9ede\uff0c\u5176\u5be6\u5728 Elon Musk \u50b3\u8a18\u88e1\u9762\u5c31\u6709\u7b54\u6848\u3002\u7b46\u8005\u53bb\u5e74\u63a8\u85a6\u904e\u7684 Podcast \u983b\u9053 What\u2019s Next\uff5c\u79d1\u6280\u65e9\u77e5\u9053 \u5176\u4e2d\u6709\u4e00\u96c6\u3010<a href=\"https:\/\/www.xiaoyuzhoufm.com\/episode\/62d7e0d164f141ad8150162f\" target=\"_blank\" rel=\"noopener\">\u8207\u99ac\u65af\u514b\u5f9e\u540c\u5b78\u5230\u540c\u4e8b\uff0c\u6211\u6bcf\u5929\u90fd\u5728\u88ab\u4ed6\u63a8\u8457\u5f80\u524d\u8dd1\uff08\u4e0a\uff09<\/a>\u3011\u8acb\u4f86 Elon \u7684\u540c\u5b78\u8207\u524d\u540c\u4e8b\u73fe\u8eab\u8aaa\u6cd5\uff0c\u88e1\u9762\u540c\u6a23\u4e5f\u6709\u7b54\u6848\u3002\u4ed6\u63d0\u5230 Elon \u5c0d\u6210\u672c\u548c\u6548\u7387\u7684\u6975\u81f4\u8ffd\u6c42\uff0c\u4e14\u6c38\u9060\u4fdd\u6301\u5371\u6a5f\u610f\u8b58\u3002\u5982\u679c\u6c92\u807d\u904e\u7684\u8a71\u5f88\u63a8\u85a6\u807d\u4e00\u807d\u3002<\/p>\n<p>\u60f3\u8ce3\u6578\u767e\u842c\u8f1b\u8eca\uff0c\u5fc5\u9808\u8b93\u8eca\u5b50\u66f4\u80fd\u88ab\u5927\u773e\u8ca0\u64d4\u5f97\u8d77\u3002\u96d6\u7136\u7279\u65af\u62c9\u7684\u5e73\u5747\u552e\u50f9 2017 \u5e74\u81f3\u4eca\u5df2\u964d\u4e86\u4e00\u534a\uff0c\u4f46\u5f97\u76ca\u65bc\u672c\u5730\u5316\u548c\u66f4\u6709\u6548\u7387\u7684\u5de5\u5ee0\u3001\u66f4\u4f4e\u50f9\u7684\u8eca\u6b3e\u3001\u6210\u672c\u964d\u4f4e\u548c\u71df\u904b\u69d3\u687f\uff0c\u71df\u696d\u5229\u76ca\u7387\u5f9e 2017 \u7d04 -14% \u63d0\u9ad8\u5230 2022 +17%\u3002<\/p>\n<p><img loading=\"lazy\" class=\" wp-image-7311 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/ASP-and-margin.png?resize=780%2C340&#038;ssl=1\" alt=\"\" width=\"780\" height=\"340\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/ASP-and-margin.png?w=1356&amp;ssl=1 1356w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/ASP-and-margin.png?resize=300%2C131&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/ASP-and-margin.png?resize=1024%2C447&amp;ssl=1 1024w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/ASP-and-margin.png?resize=768%2C335&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u524d\u9663\u5b50\u7279\u65af\u62c9\u964d\u50f9\u6642\u7db2\u8def\u4e0a\u4e00\u5806\u667a\u5546 -180 \u7684\u5929\u624d\u8aaa\u7279\u65af\u62c9\u5b8c\u86cb\u4e86\uff0c\u6b8a\u4e0d\u77e5\u9019\u624d\u662f\u7279\u65af\u62c9\u53b2\u5bb3\u7684\u5730\u65b9\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"\u8ca1\u52d9\u9762\">\u71df\u904b\u9762<\/h2>\n<p>\u7e3d\u7522\u91cf 439,701 \u8f1b\uff0c\u5e74\u589e 44%\u3002\u5176\u4e2d Model S\/X \u751f\u7522 20,613 \u8f1b\uff0cModel 3\/Y \u751f\u7522 419,088 \u8f1b\u3002<\/p>\n<p>\u7e3d\u4ea4\u4ed8\u91cf 405,278 \u8f1b\uff0c\u5e74\u589e 31%\u3002\u5176\u4e2d Model S\/X 17,147 \u8f1b\uff0cModel 3\/Y 388,131 \u8f1b\u3002<\/p>\n<p>\u4eca\u5e74\u7dad\u6301\u9577\u671f CAGR 50% \u7684\u76ee\u6a19\uff0c\u9810\u8a08\u5c07\u751f\u7522\u7d04 180 \u842c\u8f1b\u3002<\/p>\n<p><img loading=\"lazy\" class=\" wp-image-7306 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries.png?resize=780%2C479&#038;ssl=1\" alt=\"\" width=\"780\" height=\"479\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries.png?w=964&amp;ssl=1 964w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries.png?resize=300%2C184&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries.png?resize=768%2C472&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\" wp-image-7307 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries-by-year.png?resize=588%2C486&#038;ssl=1\" alt=\"\" width=\"588\" height=\"486\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries-by-year.png?w=641&amp;ssl=1 641w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Global-deliveries-by-year.png?resize=300%2C248&amp;ssl=1 300w\" sizes=\"(max-width: 588px) 100vw, 588px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>2022 Q2 \u7684\u7b2c\u4e09\u500b\u6708\u4ea4\u4ed8\u91cf\u6bd4\u4f8b\u70ba 74%\uff0cQ3 \u70ba 64%\uff0cQ4 \u9054\u5230 51%\u3002\u4e0a\u5b63\u96fb\u8a71\u6703\u8b70\u4e2d\u8aaa\u8981\u5c07\u4ea4\u4ed8\u5e73\u6ed1\u5316\uff0c\u800c\u4e0d\u662f\u96c6\u4e2d\u5728\u6bcf\u5b63\u6700\u5f8c\u4e00\u500b\u6708\uff0c\u770b\u4f86\u9817\u6709\u6210\u6548\u3002\u6b64\u8209\u5c07\u80fd\u9032\u4e00\u6b65\u964d\u4f4e\u6210\u672c\u3002<\/p>\n<p>\u53bb\u5e74\u7684\u751f\u7522\u548c\u4ea4\u4ed8\u6311\u6230\u4e3b\u8981\u5728\u4e2d\u570b\u3002\u5fb7\u5dde\u548c\u67cf\u6797\u5de5\u5ee0\u9031\u7522\u80fd\u5df2\u8d85\u904e 3,000 \u8f1b\uff0c\u5fb7\u5dde\u751f\u7522\u7684 4680 \u96fb\u6c60\u9031\u7522\u91cf\u5df2\u8db3\u5920\u4f9b\u61c9 1,000 \u53f0\u96fb\u52d5\u8eca\u3002<\/p>\n<p>&nbsp;<\/p>\n<p>FSD Beta \u76ee\u524d\u5df2\u6709\u7d04 40 \u842c\u7684\u5317\u7f8e\u8eca\u4e3b\u4f7f\u7528\u4e2d\uff0c\u7d2f\u7a4d\u7684\u99d5\u99db\u91cc\u7a0b\u5df2\u8d85 9 \u5343\u842c\u82f1\u91cc\u3002<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-7308 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/FSD-miles.png?resize=670%2C334&#038;ssl=1\" alt=\"\" width=\"670\" height=\"334\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/FSD-miles.png?w=670&amp;ssl=1 670w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/FSD-miles.png?resize=300%2C150&amp;ssl=1 300w\" sizes=\"(max-width: 670px) 100vw, 670px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u80fd\u6e90\u696d\u52d9\u65b9\u9762\uff0c\u9019\u5b63\u5132\u80fd\u88dd\u7f6e\u91cf\u518d\u5ea6\u5275\u4e0b\u516c\u53f8\u6b77\u53f2\u65b0\u9ad8\uff0c\u9054 2.46 GWh\uff0c\u5e74\u589e 152%\u3002\u53bb\u5e74\u555f\u7528\u7684\u52a0\u5dde Lathrop Megapack \u8d85\u7d1a\u5de5\u5ee0\u898f\u5283\u7522\u80fd 40 GWh\uff0c\u7522\u80fd\u722c\u5761\u5f8c\u80fd\u6e90\u696d\u52d9\u5c07\u70ba\u7279\u65af\u62c9\u5e36\u4f86\u986f\u8457\u8ca2\u737b\u3002<\/p>\n<p>\u6b64\u5916\u8d85\u5145\u7ad9\u6578\u91cf\u5e74\u589e 35% \u4f86\u5230 4,678 \u7ad9\uff0c\u8d85\u5145\u6a01\u5171 42,419 \u500b\u3002\u6700\u7dbf\u5bc6\u7684\u5145\u96fb\u7db2\u8def\u4e5f\u662f\u7279\u65af\u62c9\u7684\u7af6\u722d\u512a\u52e2\u4e4b\u4e00\u3002<\/p>\n<p><img loading=\"lazy\" class=\"size-full wp-image-7309 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/energy-and-charging.png?resize=670%2C669&#038;ssl=1\" alt=\"\" width=\"670\" height=\"669\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/energy-and-charging.png?w=670&amp;ssl=1 670w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/energy-and-charging.png?resize=300%2C300&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/energy-and-charging.png?resize=150%2C150&amp;ssl=1 150w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/energy-and-charging.png?resize=200%2C200&amp;ssl=1 200w\" sizes=\"(max-width: 670px) 100vw, 670px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"\u8ca1\u52d9\u9762\">\u96fb\u8a71\u6703\u8b70\u91cd\u9ede<\/h2>\n<ul>\n<li>\u4e00\u6708\u4efd\u7279\u65af\u62c9\u770b\u5230\u4e86\u6b77\u53f2\u4e0a\u6700\u5f37\u52c1\u7684\u8a02\u55ae\uff0c\u5e7e\u4e4e\u662f\u7522\u91cf\u7684\u5169\u500d\u3002<\/li>\n<li>\u9700\u6c42\u9060\u9060\u8d85\u904e\u7522\u91cf\uff0c\u56e0\u6b64\u7279\u65af\u62c9\u5be6\u969b\u4e0a\u6b63\u5728\u5c0f\u5e45\u63d0\u50f9\u3002<\/li>\n<li>\u5e0c\u671b\u7e7c\u7e8c\u88fd\u9020\u548c\u92b7\u552e\u76e1\u53ef\u80fd\u591a\u7684\u8eca\u3002\u7279\u65af\u62c9\u53ef\u4ee5\u7e7c\u7e8c\u63a8\u52d5\u5f37\u52c1\u7684\u92b7\u91cf\u6210\u9577\uff0c\u540c\u6642\u4fdd\u6301\u696d\u5167\u6700\u4f73\u7684\u71df\u696d\u5229\u76ca\u7387\u3002\u88fd\u9020\u6280\u8853\u5c07\u662f\u7279\u65af\u62c9\u6700\u91cd\u8981\u7684\u9577\u671f\u512a\u52e2\u3002<\/li>\n<li>\u5132\u80fd\u5275\u7d00\u9304\u7684\u6210\u9577\uff0c\u800c\u4e14\u9084\u5728\u7e7c\u7e8c\u52a0\u901f\u3002\u6c38\u7e8c\u6301\u7e8c\u80fd\u6e90\u672a\u4f86\u7684\u4e09\u5927\u652f\u67f1\u662f\u96fb\u52d5\u8eca\u3001\u592a\u967d\u80fd\u548c\u98a8\u80fd\u3001\u5132\u80fd\u88dd\u7f6e\u3002<\/li>\n<li>\u5728 2022 \u5e74\uff0c\u50c5\u5229\u7387\u4e0a\u5347\u4e00\u9805\u5c31\u5c07\u7279\u65af\u62c9\u5728\u7f8e\u570b\u7684\u6c7d\u8eca\u50f9\u683c\u5be6\u8cea\u63d0\u9ad8\u4e86\u8fd1 10%\u3002<\/li>\n<li>\u5728\u964d\u4f4e\u6210\u672c\u65b9\u9762\u5805\u6301\u5feb\u901f\u589e\u52a0\u7522\u91cf\u540c\u6642\u63d0\u9ad8\u7ba1\u7406\u6548\u7387\uff0c\u9019\u662f\u4fdd\u6301\u71df\u696d\u5229\u76ca\u7387\u7684\u6700\u6709\u6548\u65b9\u6cd5\u3002<\/li>\n<li>\u6b63\u5728\u52a0\u901f\u6539\u9032\u5fb7\u5dde\u548c\u67cf\u6797\u5de5\u5ee0\u7684\u6548\u7387\uff0c\u540c\u6642\u89e3\u6c7a\u8207 COVID \u76f8\u95dc\u7684\u4e0d\u7a69\u5b9a\u800c\u9020\u6210\u7684\u6210\u672c\u589e\u52a0\uff0c\u5305\u62ec\u7269\u6d41\u3001\u539f\u7269\u6599\u3001\u96f6\u4ef6\u6ea2\u50f9\u3001\u751f\u7522\u529b\u548c\u71df\u696d\u8cbb\u7528\u7b49\u3002<\/li>\n<li>\u8cc7\u91d1\u512a\u5148\u7528\u65bc\u9577\u671f\u767c\u5c55\u8def\u7dda\u5716\uff0c\u5305\u62ec\u64f4\u5927\u5167\u90e8\u96fb\u6c60\u751f\u7522\u3001\u5c07 Cybertruck \u63a8\u5411\u5e02\u5834\u3001\u958b\u767c\u4e0b\u4e00\u4ee3\u5e73\u53f0\u3001\u64f4\u5927\u88fd\u9020\u8db3\u8de1\u4ee5\u53ca\u767c\u5c55\u80fd\u6e90\u696d\u52d9\u3002\u4e09\u6708\u7684\u6295\u8cc7\u8005\u65e5\u5c07\u66f4\u8a73\u7d30\u5730\u8a0e\u8ad6\u9019\u4e9b\u8a08\u5283\u3002<\/li>\n<li>IRA \u7d66\u96fb\u6c60\u7684 $45\/KWh credits \u9577\u9060\u4f86\u770b\u5c07\u6703\u975e\u5e38\u91cd\u8981\u3002<\/li>\n<li>\u7279\u65af\u62c9\u6700\u95dc\u6ce8\u7684\u662f\u71df\u696d\u5229\u76ca\u7387\u3002<\/li>\n<li>Elon \u8a8d\u70ba\u4e00\u4e9b\u8070\u660e\u7684\u6563\u6236\u6295\u8cc7\u8005\u7406\u89e3\u4f46\u5f88\u591a\u5176\u4ed6\u4eba\u53ef\u80fd\u4e0d\u7406\u89e3\u7684\u662f\uff0c\u7279\u65af\u62c9\u8ce3\u51fa\u7684\u8eca\u90fd\u6709\u80fd\u529b\u900f\u904e\u8edf\u9ad4\u5347\u7d1a\u53ef\u4ee5\u5be6\u73fe FSD\uff0c\u4e26\u4e14 FSD \u986f\u7136\u6b63\u5728\u975e\u5e38\u8fc5\u901f\u5730\u8b8a\u5f97\u66f4\u597d\u3002\u9019\u610f\u5473\u8457\u53ef\u4ee5\u4ee5\u57fa\u672c\u4e0a 100% \u7684\u6bdb\u5229\u7387\u51fa\u552e FSD \u7d66\u6578\u767e\u842c\u8f1b\u8eca\uff0c\u5176\u50f9\u503c\u96a8\u8457\u81ea\u99d5\u80fd\u529b\u7684\u6210\u9577\u800c\u589e\u52a0\u3002\u7136\u5f8c\u7576\u5b83\u8b8a\u5f97\u5b8c\u5168\u81ea\u4e3b\u6642\u3002\u9019\u53ef\u80fd\u662f\u6b77\u53f2\u4e0a\u4efb\u4f55\u6771\u897f\u6700\u5927\u7684\u8cc7\u7522\u50f9\u503c\u6210\u9577\u3002<\/li>\n<li>Elon \u63a8\u7279\u6709 1.27 \u5104\u7c89\u7d72\uff0c\u63a8\u7279\u5be6\u969b\u4e0a\u662f\u4e00\u500b\u975e\u5e38\u5f37\u5927\u7684\u5de5\u5177\uff0c\u53ef\u4ee5\u63a8\u52d5\u5c0d\u7279\u65af\u62c9\u7684\u9700\u6c42\u3002\u63a8\u7279\u7684\u50f9\u503c\u986f\u7136\u662f\u5de8\u5927\u7684\u3002<\/li>\n<li>\u5fb7\u5dde\u5de5\u5ee0 4 \u689d\u7522\u7dda\u4e2d\u7684 1 \u689d\u6b63\u5728\u751f\u7522\uff0c\u5176\u9918 3 \u689d\u8655\u65bc\u8abf\u8a66\u548c\u5b89\u88dd\u968e\u6bb5\u30024680 \u96fb\u6c60\u7684\u751f\u7522\u76ee\u6a19\u662f\u5728 Cybertruck \u4e4b\u524d\u9054\u5230\u5177\u6210\u672c\u6548\u76ca\u7684\u7522\u91cf\u722c\u5761\u3002<\/li>\n<li>Cybertruck \u5c07\u64c1\u6709 Hardware 4\u3002 2023 \u5e74 Cybertruck \u9084\u4e0d\u6703\u5c0d\u6de8\u5229\u6709\u91cd\u5927\u8ca2\u737b\uff0c\u4f46\u660e\u5e74\u6703\u3002\u9019\u662f\u4e00\u500b\u4ee4\u4eba\u96e3\u4ee5\u7f6e\u4fe1\u7684\u7522\u54c1\u3002<\/li>\n<li>\u5982\u679c Hardware 3 \u53ef\u4ee5\u6bd4\u4eba\u985e\u5b89\u5168 200% \u6216 300%\uff0c\u90a3\u9ebc Hardware 4 \u53ef\u80fd\u662f 500% \u6216 600%\u3002<\/li>\n<li>\u4fdd\u96aa\u696d\u52d9\u53ef\u80fd\u9700\u8981\u4e00\u6bb5\u6642\u9593\u624d\u80fd\u5927\u5230\u5206\u958b\u62ab\u9732\u5728\u8ca1\u5831\u4e0a\u3002\u622a\u81f3\u53bb\u5e74\u5e74\u5e95\uff0c\u5e74\u5ea6\u4fdd\u8cbb\u70ba 3 \u5104\u7f8e\u5143\uff0c\u6bcf\u5b63\u5ea6\u6210\u9577 20%\uff0c\u6210\u9577\u901f\u5ea6\u8d85\u904e\u96fb\u52d5\u8eca\u696d\u52d9\u3002<\/li>\n<li>\u5728\u7279\u65af\u62c9\u4fdd\u96aa\u71df\u904b\u7684\u5dde\u5e73\u5747\u6709 17% \u7684\u5ba2\u6236\u4f7f\u7528\u7279\u65af\u62c9\u4fdd\u96aa\u7522\u54c1\uff0c\u9019\u500b\u6578\u5b57\u9084\u5728\u7e7c\u7e8c\u4e0a\u5347\u3002\u5927\u90e8\u5206\u662f\u4eba\u5011\u4ea4\u8eca\u6642\u6295\u4fdd\uff0c\u800c\u4e0d\u662f\u5728\u4ed6\u5011\u5df2\u7d93\u6295\u4fdd\u5f8c\u8f49\u5230\u7279\u65af\u62c9\u4fdd\u96aa\u3002\u4fdd\u96aa\u696d\u52d9\u5177\u6709\u5167\u5728\u7684\u7c98\u6027\u3002<\/li>\n<li>\u7279\u65af\u62c9\u4fdd\u96aa\u6709\u5169\u500b\u975e\u5e38\u91cd\u8981\u7684\u9644\u5e36\u597d\u8655\u503c\u5f97\u4e00\u63d0\uff0c\u5176\u4e2d\u4e00\u500b\u662f\u7279\u65af\u62c9\u4ee5\u5177\u6709\u7af6\u722d\u529b\u7684\u50f9\u683c\u70ba\u96fb\u52d5\u8eca\u4fdd\u96aa\uff0c\u9019\u4f7f\u5f97\u5176\u4ed6\u6c7d\u8eca\u4fdd\u96aa\u516c\u53f8\u63d0\u4f9b\u66f4\u597d\u7684\u50f9\u683c\uff0c\u6240\u4ee5\u5b83\u7684\u5f71\u97ff\u6bd4\u60f3\u50cf\u7684\u8981\u5927\u3002\u7279\u65af\u62c9\u4fdd\u96aa\u4e5f\u63d0\u4f9b\u4e86\u4e00\u500b\u826f\u597d\u7684\u53cd\u994b\u8ff4\u8def\uff0c\u4ee5\u6700\u5927\u9650\u5ea6\u5730\u964d\u4f4e\u5168\u7403\u6240\u6709\u7279\u65af\u62c9\u7dad\u4fee\u6210\u672c\uff0c\u56e0\u70ba\u7279\u65af\u62c9\u986f\u7136\u5e0c\u671b\u5728\u767c\u751f\u78b0\u649e\u6642\u5c07\u7dad\u4fee\u7279\u65af\u62c9\u7684\u6210\u672c\u964d\u81f3\u6700\u4f4e\uff0c\u4e26\u70ba\u7279\u65af\u62c9\u4fdd\u96aa\u964d\u4f4e\u7dad\u4fee\u6210\u672c\u3002<\/li>\n<li>\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c\u4fdd\u96aa\u687f\u8a2d\u8a08\u7684\u5fae\u5c0f\u8b8a\u5316\u548c\u6539\u9032\u5c0d\u7dad\u4fee\u6210\u672c\u7522\u751f\u4e86\u5de8\u5927\u5f71\u97ff\u3002\u5982\u679c\u4f60\u6b63\u5728\u7b49\u5f85\u67d0\u500b\u96f6\u4ef6\u7dad\u4fee\uff0c\u800c\u90a3\u500b\u96f6\u4ef6\u9700\u8981\u4e00\u500b\u6708\u7684\u6642\u9593\uff0c\u4f60\u5c07\u6709\u4e00\u500b\u6708\u7684\u6642\u9593\u4e0d\u5f97\u4e0d\u79df\u53e6\u4e00\u8f1b\u8eca\u3002\u9019\u662f\u975e\u5e38\u6602\u8cb4\u7684\u3002\u7576\u7136\uff0c\u4f60\u932f\u904e\u4e86\u4f60\u559c\u611b\u7684\u6c7d\u8eca\u548c\u4f60\u771f\u6b63\u60f3\u8981\u99d5\u99db\u7684\u6c7d\u8eca\u3002\u6240\u4ee5\u9019\u5be6\u969b\u4e0a\u5c0d\u7e3d\u64c1\u6709\u6210\u672c\u548c\u5ba2\u6236\u6eff\u610f\u5ea6\u6709\u975e\u5e38\u986f\u8457\u7684\u5f71\u97ff\u3002<\/li>\n<li>\u751f\u7522\u6f5b\u529b\u5be6\u969b\u4e0a\u63a5\u8fd1 200 \u842c\u8f1b\uff0c\u4f46\u6211\u5011\u8aaa\u7684\u76ee\u6a19\u662f 180 \u842c\u8f1b\uff0c\u56e0\u70ba\u5730\u7403\u4e0a\u7684\u67d0\u500b\u5730\u65b9\u4f3c\u4e4e\u7e3d\u662f\u6703\u767c\u751f\u4e00\u4e9b\u4e0d\u53ef\u6297\u529b\u7684\u4e8b\u60c5\u3002\u5982\u679c\u767c\u751f\u5730\u9707\u3001\u6d77\u562f\u3001\u6230\u722d\u3001\u6d41\u884c\u75c5\u7b49\uff0c\u6211\u5011\u7121\u6cd5\u63a7\u5236\u3002\u56e0\u6b64\uff0c\u5982\u679c\u4eca\u5e74\u662f\u9806\u5229\u7684\u4e00\u5e74\uff0c\u6c92\u6709\u5927\u7684\u4f9b\u61c9\u93c8\u4e2d\u65b7\u6216\u5927\u554f\u984c\uff0c\u4eca\u5e74\u5be6\u969b\u4e0a\u6709\u53ef\u80fd\u751f\u7522 200 \u842c\u8f1b\u8eca\u3002<\/li>\n<li>Elon \u8868\u793a\uff0c\u4eca\u5e74\u53ef\u80fd\u6703\u7d93\u6b77\u4e00\u5834\u76f8\u7576\u8271\u96e3\u7684\u7d93\u6fdf\u8870\u9000\uff0c\u5e0c\u671b\u4e0d\u6703\uff0c\u4f46\u53ef\u80fd\u6703\u3002\u4eba\u5011\u7121\u6cd5\u9810\u6e2c\u77ed\u671f\u7684\u80a1\u7968\u50f9\u503c\uff0c\u56e0\u70ba\u7576\u51fa\u73fe\u7d93\u6fdf\u8870\u9000\u4e26\u4e14\u4eba\u5011\u5c0d\u80a1\u7968\u5e02\u5834\u611f\u5230\u6050\u614c\u6642\uff0c\u80a1\u7968\u50f9\u683c\u6709\u6642\u6703\u8dcc\u81f3\u4ee4\u4eba\u9a5a\u8a1d\u7684\u4f4e\uff0c\u4f46\u5f9e\u9577\u9060\u4f86\u770b\uff0c\u6211\u76f8\u4fe1\u7279\u65af\u62c9\u5c07\u6210\u70ba\u5730\u7403\u4e0a\u6700\u6709\u50f9\u503c\u7684\u516c\u53f8\u3002<\/li>\n<li>CFO Zach \u8868\u793a\uff0c\u5728\u539f\u7269\u6599\u548c\u901a\u81a8\u65b9\u9762\uff0c\u92f0\u662f\u4e3b\u8981\u9a45\u52d5\u56e0\u7d20\u3002\u7279\u65af\u62c9\u4e26\u6c92\u6709\u5b8c\u5168\u53d7\u5230\u92f0\u50f9\u683c\u7684\u5f71\u97ff\uff0c\u4f46\u7e3d\u7684\u4f86\u8aaa\uff0c2023 \u5e74\u6bcf\u8f1b\u8eca\u7684\u92f0\u6210\u672c\u5c07\u9ad8\u65bc 2022 \u5e74\u3002\u6240\u4ee5\u8981\u56de\u5230\u904e\u53bb\u7684\u6210\u672c\u9019\u662f\u4e00\u500b\u5fc5\u9808\u514b\u670d\u7684\u9006\u98a8\u3002\u6211\u8a8d\u70ba\u6211\u5011\u4eca\u5e74\u4e0d\u6703\u5be6\u73fe\u9019\u4e00\u76ee\u6a19\uff0c\u4f46\u6703\u53d6\u5f97\u9032\u5c55\u3002\u6211\u5011\u5c07\u7e7c\u7e8c\u5c0b\u627e\u65b9\u6cd5\u4f86\u62b5\u6d88\u9019\u4e9b\u6211\u5011\u7121\u6cd5\u63a7\u5236\u7684\u539f\u7269\u6599\u6210\u672c\u3002(\u95dc\u65bc\u92f0\u7522\u696d\u8a73\u60c5\u53ef\u770b\u6211\u5011\u7684<a href=\"https:\/\/singledoggy.investments\/2023\/01\/11\/lithium-2023-outlook\/\" target=\"_blank\" rel=\"noopener\">\u92f0\u7926\u7cfb\u5217\u6587<\/a>)<\/li>\n<li>\u975e\u96fb\u6c60\u539f\u7269\u6599\u50f9\u683c\u4e0b\u964d\uff0c\u4f46\u9700\u8981\u6642\u9593\u624d\u80fd\u53cd\u6620\u5728\u8ca1\u5831\u4e2d\u3002\u96d6\u7136\u92c1\u50f9\u4e0b\u964d\u7d04 20%\uff0c\u92fc\u50f9\u4e0b\u964d\u7d04 30%\uff0c\u4f46\u5168\u7403\u975e\u96fb\u6c60\u539f\u6750\u6599\u5e02\u5834\u7e7c\u7e8c\u53d7\u5230\u6b50\u6d32\u5730\u7de3\u653f\u6cbb\u5c40\u52e2\u3001\u52de\u52d5\u529b\u6210\u672c\u4e0a\u5347\u3001\u81ea\u7136\u707d\u5bb3\uff08\u4f8b\u5982 4 \u500b\u6708\u524d\u5728\u97d3\u570b\u767c\u751f\u7684\u98b1\u98a8\uff09\u3001\u75ab\u60c5\u5c01\u9396\u3001\u80fd\u6e90\u50f9\u683c\u6fc0\u589e\u548c\u4e2d\u65b7\u7684\u5f71\u97ff\u3002\u50f9\u683c\u8abf\u6574\u6700\u7d42\u6703\u5230\u4f86\uff0c\u4f46\u5177\u9ad4\u6642\u9593\u4ecd\u4e0d\u78ba\u5b9a\u3002\u8207\u6b64\u540c\u6642\uff0c\u7279\u65af\u62c9\u7e7c\u7e8c\u91cd\u65b0\u8a2d\u8a08\u4f9b\u61c9\u93c8\u4ee5\u63d0\u9ad8\u6548\u7387\uff0c\u4e26\u8207\u4f9b\u61c9\u5546\u5925\u4f34\u5408\u4f5c\u4ee5\u63d0\u9ad8\u6548\u7387\u3001\u7c21\u5316\u7269\u6d41\u548c\u904b\u8f38\u3002<\/li>\n<li>Elon \u8868\u793a\uff0c\u5982\u679c\u4eca\u5e74\u662f\u4e00\u5834\u56b4\u91cd\u7684\u7d93\u6fdf\u8870\u9000\uff0c\u90a3\u5c07\u5c0e\u81f4\u6211\u5011\u5e7e\u4e4e\u6240\u6709\u751f\u7522\u6210\u672c\u7684\u986f\u8457\u4e0b\u964d\u3002\u6211\u5011\u9810\u8a08\u6211\u5011\u7684\u751f\u7522\u6210\u672c\u6700\u6709\u53ef\u80fd\u51fa\u73fe\u901a\u7e2e\uff0c\u9019\u5c07\u5c0e\u81f4\u66f4\u9ad8\u7684\u5229\u6f64\u7387\u3002\u9019\u53ea\u662f\u6211\u7684\u731c\u6e2c\u3002<\/li>\n<li>\u5118\u7ba1\u6b64\u6642 Hardware 3 \u8a08\u7b97\u6a5f\u8ddd\u8a2d\u8a08\u6642\u5df2\u6709 5 \u5e74\uff0c\u5b83\u4ecd\u7136\u662f\u4e16\u754c\u4e0a\u6700\u9ad8\u6548\u7684\u3002\u96a8\u8457 Hardware 4 \u548c Hardware 5 \u7684\u5230\u4f86\u5c07\u51fa\u73fe\u91cd\u5927\u98db\u8e8d\u3002\u9084\u6709 Dojo \u8a08\u7b97\u6a5f\u9810\u8a08\u4eca\u5e74\u665a\u4e9b\u6642\u5019\u5c07\u5728 Tesla \u6295\u5165\u904b\u71df\u3002\u5f88\u591a\u4e16\u754c\u7d1a\u7684 AI \u4eba\u624d\u52a0\u5165\u4e86\u516c\u53f8\u3002<\/li>\n<li>\u7279\u65af\u62c9\u81ea\u52d5\u99d5\u99db\u9059\u9059\u9818\u5148\uff0c\u7528\u671b\u9060\u93e1\u770b\u4e5f\u770b\u4e0d\u5230\u7b2c\u4e8c\u540d\u3002<\/li>\n<li>\u4e2d\u570b\u7684\u6c7d\u8eca\u516c\u53f8\u662f\u4e16\u754c\u4e0a\u6700\u5177\u7af6\u722d\u529b\u7684\u3002\u4e2d\u570b\u5e02\u5834\u662f\u6700\u7af6\u722d\u7684\uff0c\u4ed6\u5011\u5de5\u4f5c\u6700\u52aa\u529b\u3001\u6700\u8070\u660e\u3002Elon \u975e\u5e38\u5c0a\u91cd\u8207\u7279\u65af\u62c9\u7af6\u722d\u7684\u4e2d\u570b\u6c7d\u8eca\u516c\u53f8\uff0c\u6709\u4e00\u4e9b\u4e2d\u570b\u516c\u53f8\u6700\u6709\u53ef\u80fd\u6210\u70ba\u50c5\u6b21\u65bc\u7279\u65af\u62c9\u7684\u516c\u53f8\u3002<\/li>\n<li>\u7279\u65af\u62c9\u4e2d\u570b\u5718\u968a\u6b63\u5728\u4e2d\u570b\u53d6\u5f97\u52dd\u5229\uff0c\u80fd\u5920\u5438\u5f15\u4e2d\u570b\u6700\u512a\u79c0\u7684\u4eba\u624d\u3002<\/li>\n<li>Dojo \u5c07\u5728\u4eca\u5e74\u5e74\u5e95\u8207 NVIDIA H1 \u7af6\u722d\uff0c\u7136\u5f8c\u6709\u671b\u5728\u660e\u5e74\u8d85\u8d8a\u5b83\u3002<\/li>\n<li>\u7279\u65af\u62c9\u5728\u5ea6\u904e\u7d93\u6fdf\u8870\u9000\u65b9\u9762\u8655\u65bc\u975e\u5e38\u6709\u5229\u7684\u5730\u4f4d\uff0c\u56e0\u70ba\u6c92\u6709\u4efb\u4f55\u50b5\u52d9\uff0c\u800c\u4e14\u6709\u8d85\u904e 200 \u5104\u7f8e\u5143\u7684\u73fe\u91d1\u3002<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h2>\u7d50\u8ad6<\/h2>\n<p>\u904e\u53bb\u5e7e\u9031\u7684<a href=\"https:\/\/singledoggy.investments\/category\/%e6%8a%95%e8%b3%87%e7%90%86%e8%b2%a1\/%e7%89%b9%e6%96%af%e6%8b%89%e9%80%b1%e5%a0%b1\/\" target=\"_blank\" rel=\"noopener\">\u7279\u65af\u62c9\u9031\u5831<\/a>\u4e2d\u63d0\u5230\uff1a<\/p>\n<ul>\n<li>\u80a1\u50f9\u4e0a\u6f32\u6642\u5f80\u5f80\u53ea\u770b\u5f97\u5230\u597d\u6d88\u606f\uff0c\u80a1\u50f9\u4e0b\u8dcc\u6642\u5f80\u5f80\u53ea\u770b\u5f97\u5230\u58de\u6d88\u606f\u3002<\/li>\n<li>\u6295\u8cc7\u7684\u98a8\u96aa\u6709\u5169\u7a2e\uff0c\u4e00\u7a2e\u662f\u4f60\u611f\u77e5\u4e0a\u7684\u98a8\u96aa\uff0c\u53e6\u4e00\u7a2e\u662f\u771f\u5be6\u7684\u98a8\u96aa\u3002<\/li>\n<li>\u6295\u8cc7\u4eba\u7121\u6cd5\u63a7\u5236\u80a1\u50f9\u5982\u4f55\u6ce2\u52d5\uff0c\u552f\u4e00\u80fd\u63a7\u5236\u7684\u662f\u81ea\u5df1\u7684\u8cb7\u5165\u50f9\u3002<\/li>\n<li>\u53bb\u5e74\u5e95\u96a8\u8457\u7279\u65af\u62c9\u80a1\u50f9\u5927\u8dcc\uff0c\u505a\u7a7a\u80a1\u6578\u5927\u5e45\u6500\u5347\u81f3\u53bb\u5e74\u65b0\u9ad8\u3002<\/li>\n<li>\u5728\u7db2\u8def\u793e\u7fa4\u4e0a\u770b\u5230\u4e0d\u5c11\u4eba\u627f\u8a8d\u81ea\u5df1\u88ab margin call\uff0c\u878d\u8cc7\u88ab\u65b7\u982d\u3002<\/li>\n<li>\u63a8\u7279\u4e0a\u7684\u9577\u671f\u7279\u7c89 Tesla Economist \u4e5f\u6050\u614c\u6027\u62cb\u552e\uff0c\u8ce0\u4e86\u4e00\u5343\u842c\u7f8e\u5143\u3002<\/li>\n<li>\u7279\u65af\u62c9 Forward PE \u53ea\u6709 20 \u521d\uff0c\u5df2\u7d93\u6bd4\u5f88\u591a\u6210\u9577\u6027\u9060\u905c\u65bc\u7279\u65af\u62c9\u7684\u516c\u53f8\u4f4e\u4e86\u3002<\/li>\n<li>\u4e2d\u570b\u964d\u50f9\u7576\u5929\u5f9e\u5927\u8dcc\u00a08% \u4e00\u8def\u5f80\u4e0a\u62c9\u4e86\u8d85\u904e 10%\u3002<\/li>\n<li>\u4f4e\u6a94\u7206\u91cf\u4e0a\u6f32\u901a\u5e38\u5f8c\u7e8c\u53cd\u5f48\u6a5f\u6703\u5927\u3002<\/li>\n<li>CFO \u57f7\u884c\u8a8d\u80a1\u6b0a\uff0c\u9664\u4e86\u8a8d\u70ba\u80a1\u50f9\u4f4e\u4f30\u3001\u672a\u4f86\u6703\u4e0a\u6f32\u4ee5\u5916\uff0c\u6211\u60f3\u4e0d\u51fa\u4e00\u500b\u4eba\u8cb7\u80a1\u9084\u6709\u5176\u4ed6\u7406\u7531\u3002<\/li>\n<\/ul>\n<p>\u5f9e\u4e2d\u570b\u964d\u50f9\u90a3\u5929\u7684\u4f4e\u9ede\u5230\u4eca\u5929\u767c\u5e03 Q4 \u5b63\u5831\u76e4\u5f8c\u8df3\u6f32\uff0c\u80a1\u50f9\u53cd\u5f48\u4e86\u7d04 50%\u3002<\/p>\n<p>\u7b46\u8005\u5148\u524d\u5df2\u7d93\u95dc\u6ce8\u4e86 leap call \u5e7e\u500b\u6708\u7684\u6642\u9593\uff0c\u4e00\u76f4\u5fcd\u5230\u4e2d\u570b\u964d\u50f9\u7576\u5929\u7d42\u65bc\u6263\u4e0b\u677f\u6a5f (\u7279\u65af\u62c9\u9031\u5831 48 \u622a\u5716\u4e2d\u6709\u5206\u4eab)\uff0c\u81f3\u4eca\u5831\u916c\u7387\u4e5f\u5df2\u8d85\u904e 50%\u3002<\/p>\n<p>\u4e0d\u5c11\u4eba\u6703\u628a\u80a1\u50f9\u8b8a\u52d5\u548c\u516c\u53f8\u57fa\u672c\u9762\u5b8c\u5168\u6df7\u70ba\u4e00\u8ac7\uff0c\u80a1\u50f9\u4e0b\u8dcc\u7db2\u8def\u4e0a\u5c31\u51fa\u73fe\u4e00\u5806\u7279\u65af\u62c9\u4e0d\u884c\u4e86\u7684\u8a00\u8ad6 (\u7136\u5f8c\u9019\u4e9b\u4eba\u6700\u8fd1\u53c8\u6d88\u5931\u4e86)\u3002\u500b\u4eba\u8a8d\u70ba\uff0c\u7279\u65af\u62c9\u7684\u80fd\u529b\u4e4b\u5f37\u662f\u7121\u5eb8\u7f6e\u7591\u7684\u3002<\/p>\n<p>\u5c31\u62ff\u96fb\u8a71\u6703\u8b70\u4e2d\u6240\u8aaa\u7684\u4fdd\u96aa\u70ba\u4f8b\u3002\u96d6\u7136\u76ee\u524d\u898f\u6a21\u9084\u5c0f\uff0c\u900f\u904e\u4fdd\u96aa\u696d\u52d9\uff0c\u7279\u65af\u62c9\u80fd\u77e5\u9053\u8eca\u4e3b\u51fa\u4e8b\u6545\u901a\u5e38\u6703\u662f\u4ec0\u9ebc\u60c5\u6cc1\u3001\u54ea\u88e1\u9700\u8981\u7dad\u4fee\uff0c\u6839\u64da\u9019\u4e9b\u8cc7\u8a0a\u7279\u65af\u62c9\u518d\u5f9e\u8eca\u8f1b\u7684\u8a2d\u8a08\u53bb\u6539\u5584\uff0c\u4e26\u4e14\u5728\u7dad\u4fee\u5099\u6599\u4e0a\u9032\u884c\u512a\u5316\uff0c\u9032\u800c\u80fd\u540c\u6642\u964d\u4f4e\u4fdd\u96aa\u548c\u7dad\u4fee\u6210\u672c\u3002\u6b64\u5916\uff0c\u7279\u65af\u62c9\u9084\u64c1\u6709\u6700\u5f37\u7684\u81ea\u52d5\u99d5\u99db\uff0c\u66f4\u4f4e\u7684\u4e8b\u6545\u7387\u4e5f\u80fd\u4f7f\u7279\u65af\u62c9\u63d0\u4f9b\u66f4\u597d\u7684\u4fdd\u96aa\u8cbb\u7387\u3002\u9664\u4e86\u7279\u65af\u62c9\u4ee5\u5916\uff0c\u9084\u6c92\u770b\u5230\u5176\u5b83\u8eca\u5ee0\u80fd\u505a\u5230\u9019\u4e00\u9ede\u3002<\/p>\n<p>\u9664\u4e86\u80fd\u6e90\u696d\u52d9\u5c07\u5feb\u901f\u6210\u9577\u70ba\u516c\u53f8\u5e36\u4f86\u7372\u5229\u5916\uff0c\u7b46\u8005\u76f8\u4fe1\u5728\u4eca\u5e74 Cybertruck \u958b\u59cb\u751f\u7522\u3001\u660e\u5e74\u91cf\u7522\u5f8c\uff0c\u7279\u65af\u62c9\u5728\u7f8e\u570b\u5e02\u5834\u53c8\u5c07\u6703\u6380\u8d77\u4e00\u9663\u6ce2\u703e\u3002\u7f8e\u570b\u92b7\u91cf\u6700\u4f73\u7684\u8eca\u524d\u4e09\u540d\u90fd\u662f\u76ae\u5361\uff0c\u5df2\u6709\u4e0a\u767e\u842c\u8a02\u55ae\u7684 Cybertruck \u554f\u4e16\u5f8c\u5c07\u80fd\u63d0\u9ad8\u7279\u65af\u62c9\u7684\u6f5b\u5728\u5e02\u5834\uff0c\u6216\u8a31\u4e5f\u6709\u6a5f\u6703\u64bc\u52d5\u50b3\u7d71\u8eca\u5ee0\u5728\u76ae\u5361\u9818\u57df\u7684\u9738\u4e3b\u5730\u4f4d\u3002<\/p>\n<p><img loading=\"lazy\" class=\" wp-image-7314 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/messageImage_1674660112963.jpg?resize=780%2C394&#038;ssl=1\" alt=\"\" width=\"780\" height=\"394\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/messageImage_1674660112963.jpg?w=1020&amp;ssl=1 1020w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/messageImage_1674660112963.jpg?resize=300%2C151&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/messageImage_1674660112963.jpg?resize=768%2C387&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>\u80a1\u5e02\u7576\u7136\u6709\u6a5f\u6703\u7e7c\u7e8c\u63a2\u5e95\uff0c\u7136\u800c\u4f60\u7684\u6295\u8cc7\u5e74\u9650\u5982\u679c\u4e0d\u662f\u4e00\u500b\u6708\u3001\u4e00\u5b63\uff0c\u800c\u662f\u4e09\u5e74\u3001\u4e94\u5e74\u3001\u751a\u81f3\u66f4\u9577\uff0c\u73fe\u5728\u9019\u6a23\u7684\u6642\u523b\u6b63\u662f\u64c1\u6709\u9577\u9060\u773c\u5149\u7684\u6295\u8cc7\u4eba\u64bf\u4fbf\u5b9c\u7684\u5927\u597d\u6642\u6a5f\u3002<\/p>\n<p>\u9577\u671f\u4f86\u770b\u7279\u65af\u62c9\u4ecd\u662f\u4e00\u5bb6\u5feb\u901f\u6210\u9577\u3001\u6548\u7387\u9a5a\u4eba\u3001\u5177\u5099\u5f37\u5927\u7af6\u722d\u512a\u52e2\u7684\u597d\u516c\u53f8\uff0c\u77ed\u671f\u7684\u7d93\u6fdf\u9006\u98a8\u4e0d\u59a8\u7919\u5b83\u6210\u70ba\u672a\u4f86\u4e16\u754c\u7b2c\u4e00\u7684\u516c\u53f8\u3002\u6700\u7d42\u7f8e\u597d\u7684\u679c\u5be6\u5c07\u5c6c\u65bc\u6709\u8010\u5fc3\u7684\u80a1\u6771\u3002<\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" class=\" wp-image-7313 aligncenter\" src=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?resize=780%2C412&#038;ssl=1\" alt=\"\" width=\"780\" height=\"412\" srcset=\"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?w=1461&amp;ssl=1 1461w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?resize=300%2C159&amp;ssl=1 300w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?resize=1024%2C541&amp;ssl=1 1024w, https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?resize=768%2C406&amp;ssl=1 768w\" sizes=\"(max-width: 780px) 100vw, 780px\" data-recalc-dims=\"1\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<h4 id=\"\u5ef6\u4f38\u95b1\u8b80\">\u5ef6\u4f38\u95b1\u8b80\uff1a<\/h4>\n<ul>\n<li><a href=\"https:\/\/singledoggy.investments\/category\/industry-analysis\/%e9%8b%b0%e9%9b%bb%e6%b1%a0\/\" target=\"_blank\" rel=\"noopener\">\u92f0\u7926\u7cfb\u5217\u6587<\/a><\/li>\n<li><a href=\"https:\/\/singledoggy.investments\/2022\/06\/17\/the-dao-of-capital\/\" target=\"_blank\" rel=\"noreferrer noopener\" data-type=\"URL\" data-id=\"https:\/\/singledoggy.investments\/2022\/06\/17\/the-dao-of-capital\/\">\u300a\u8cc7\u672c\u7684\u79e9\u5e8f\u300bThe Dao of Capital \u2014 \u6700\u5947\u5999\u7684\u4e00\u672c\u6295\u8cc7\u66f8<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><strong>*\u672c\u6587\u975e\u6295\u8cc7\u610f\u898b\uff0c\u4ea6\u4e0d\u69cb\u6210\u4efb\u4f55\u6295\u8cc7\u7522\u54c1\u4e4b\u8981\u7d04\u3001\u62db\u652c\u6216\u5efa\u8b70\u3002<\/strong><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u53c8\u5230\u4e86\u4e00\u5e74\u4e2d\u5c11\u6578\u5e7e\u5929\u6703\u5f88\u65e9\u8d77\u5e8a\u7684\u65e5\u5b50\u3002 Elon \u4e00\u958b\u59cb\u5c31\u8aaa\uff0c\u8fd1\u671f\u6295\u8cc7\u8005\u6700\u5e38\u898b\u554f\u984c\u7684\u662f\u95dc\u65bc\u9700\u6c42\u3002\u4e00\u6708\u4efd\u5230\u76ee\u524d\u70ba [&hellip;]<\/p>\n","protected":false},"author":208238140,"featured_media":7313,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":""},"categories":[727749833],"tags":[92664408,2686242,1244446,137507,727749739,7911900,219234519,7210,24022449],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/singledoggy.investments\/wp-content\/uploads\/2023\/01\/Giga-Nevada.png?fit=1461%2C772&ssl=1","jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7302"}],"collection":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/users\/208238140"}],"replies":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/comments?post=7302"}],"version-history":[{"count":6,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7302\/revisions"}],"predecessor-version":[{"id":7321,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/posts\/7302\/revisions\/7321"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media\/7313"}],"wp:attachment":[{"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/media?parent=7302"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/categories?post=7302"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/singledoggy.investments\/wp-json\/wp\/v2\/tags?post=7302"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}