電車熱潮開始過+競爭對手多
都幾難搞
我唔熟 不過話創新又fsd又robotaxi
全部都developing
好似真正賺到錢都係賣車？
美股重點新聞
財經台韭菜
757 回覆
91 Like
12 Dislike
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https://electrek.co/2024/04/15/tesla-puts-electric-car-codenamed-nv9-back-burner-despite-elon-musk-said/
According to sources familiar with the matter, Musk told Tesla’s team in Austin in December 2023 that NV9, an expansion of Gigafactory Texas for the new cheaper next-gen model, was a priority for 2024.
However, the project was recently completely defunded, and many people involved in it were laid off as part of the round of layoffs announced today.
Instead, Musk said that he wanted Tesla to focus on the south expansion of Gigafactory Texas, which is going to house a giant data center for the Robotaxi project.
According to people familiar with the project, it is already behind schedule, and there’s serious doubt that it can be completed by the end of August, which is the timeline Musk has been pushing for.
Shortly after denying the report that the cheaper model was canceled, Musk announced that Tesla would unveil its Robotaxi on August 8th.
條數勁到
超預期呢加盤前都無反應咁
唔會仲要轉燈掛
唔會仲要轉燈掛
adbe 同lulu 係好例子， 預期低dd ，唔乎合市場預期= 趺
台積電重點整理：
1) 2024Q1營收188.7億美元，QoQ -3.8%、YoY +12.9%；折合新台幣5926億元，QoQ -5.3%、YoY +16.5%，毛利率53.1%，EPS 8.70元。本季營收優於前次財測區間180~188億美元，毛利率符合前次財測區間52.0~54.0%，受惠於AI相關客戶需求維持強勁，抵銷手機客戶需求季節性衰退。
2) 展望2024Q2，財測營收區間196~204億美元，QoQ +3.9~8.1%、YoY +25.0~30.1%，毛利率區間51.0~53.0%。受惠於AI相關客戶需求維持強勁，N5製程產能利用率維持高檔，N3製程產能規模持續增加，抵銷手機客戶需求季節性衰退；毛利率恐低於前一季度，反映諸多負面因素，包括403強震、電價上漲、N3製程毛利率低於公司平均……等。
3) 經營層預估，2024年全球半導體產值從YoY +10%以上下修至YoY +10%，晶圓代工產值從YoY +20%下修至YoY +14~19%，台積電財測營收區間維持YoY +21~26%，其中AI相關營收佔比約11~13%，未來數年CAGR達50%以上，並於2028年營收佔比達20%以上，是公司最重要的成長動能。全球半導體產值下修主因手機市場僅緩慢復甦，PC/NB市場需求仍疲弱，車用市場恐陷入衰退。
4) 2024年資本支出維持280~320億美元，其中70~80%用於先進製程，10~20%用於特殊製程，10%用於先進封裝、光罩、測試……等應用。美國亞利桑那州將會建立三座廠，一廠預計於2025上半年量產N4製程，二廠預計於2028年量產N3製程，三廠預計於2030年量產N2製程；日本將會建立兩座廠，一廠預計將於2024Q4量產N16製程，二廠預計將於2027年量產N6~N40製程；德國廠預計將於2024Q4動工，2027年量產N28/22特殊製程。
1) 2024Q1營收188.7億美元，QoQ -3.8%、YoY +12.9%；折合新台幣5926億元，QoQ -5.3%、YoY +16.5%，毛利率53.1%，EPS 8.70元。本季營收優於前次財測區間180~188億美元，毛利率符合前次財測區間52.0~54.0%，受惠於AI相關客戶需求維持強勁，抵銷手機客戶需求季節性衰退。
2) 展望2024Q2，財測營收區間196~204億美元，QoQ +3.9~8.1%、YoY +25.0~30.1%，毛利率區間51.0~53.0%。受惠於AI相關客戶需求維持強勁，N5製程產能利用率維持高檔，N3製程產能規模持續增加，抵銷手機客戶需求季節性衰退；毛利率恐低於前一季度，反映諸多負面因素，包括403強震、電價上漲、N3製程毛利率低於公司平均……等。
3) 經營層預估，2024年全球半導體產值從YoY +10%以上下修至YoY +10%，晶圓代工產值從YoY +20%下修至YoY +14~19%，台積電財測營收區間維持YoY +21~26%，其中AI相關營收佔比約11~13%，未來數年CAGR達50%以上，並於2028年營收佔比達20%以上，是公司最重要的成長動能。全球半導體產值下修主因手機市場僅緩慢復甦，PC/NB市場需求仍疲弱，車用市場恐陷入衰退。
4) 2024年資本支出維持280~320億美元，其中70~80%用於先進製程，10~20%用於特殊製程，10%用於先進封裝、光罩、測試……等應用。美國亞利桑那州將會建立三座廠，一廠預計於2025上半年量產N4製程，二廠預計於2028年量產N3製程，三廠預計於2030年量產N2製程；日本將會建立兩座廠，一廠預計將於2024Q4量產N16製程，二廠預計將於2027年量產N6~N40製程；德國廠預計將於2024Q4動工，2027年量產N28/22特殊製程。
更正：係攬炒
財報唔錯，但下修24年展望
半導體玩完
半導體=Scam
段嘢唔係講緊競爭對手業績差
反而台積電可以保持住嗎
反而台積電可以保持住嗎
要收割唔洗理由
韭菜巴 清倉半導體觀望住先？
雖知研發支出好大 但間公司有如冇對手 獨大咁齋(暫時) 但毛利率出奇地低 係咪台囝經營模式有啲問題 定簽咗好多agree 唔可以大幅加價
Zscaler Upgraded On View Competitive Position Stronger Than Wall Street Thinks
https://www.investors.com/news/technology/zscaler-stock-upgraded-overweight/?src=A00220&yptr=yahoo
https://www.investors.com/news/technology/zscaler-stock-upgraded-overweight/?src=A00220&yptr=yahoo
預期調低左 = bad news
實情就係大戶想趺就趺
實情就係大戶想趺就趺
$TSLA's new car registrations in Europe have DECLINED by -4.7% YTD compared to the last year.
In March, Tesla experienced a substantial DROP of -30.4% YoY on new registration.
March 2024 also saw the BIGGEST DROP in EU car sales in 16 months.
Despite this, Tesla's market share in Europe increased to 2.8% overall, including BEV, ICE vehicles, hybrids, etc.
Battery-electric car registrations declined by 11.3% to 134,400 units.
The market share for fully electric cars in March fell to 13% from last year's 13.9%, while hybrid-electric vehicles saw an increase to 29% from 24.4%.
Source: ACEA
In March, Tesla experienced a substantial DROP of -30.4% YoY on new registration.
March 2024 also saw the BIGGEST DROP in EU car sales in 16 months.
Despite this, Tesla's market share in Europe increased to 2.8% overall, including BEV, ICE vehicles, hybrids, etc.
Battery-electric car registrations declined by 11.3% to 134,400 units.
The market share for fully electric cars in March fell to 13% from last year's 13.9%, while hybrid-electric vehicles saw an increase to 29% from 24.4%.
Source: ACEA
啲圖整得幾好
Unconfirmed Reports now of Explosions near the City of Isfahan in Central Iran, which is Home to one of Iran’s Major Nuclear Facilities.