151747389
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151747389
参与了投票
也许是所有Q1'23结果中最受期待的。
$特斯拉 (TSLA.US)$ 发布了最新的业绩，表面看起来并不乐观。
但是在数字背后，特斯拉也许正在考虑更长期的发展计划。
以下是我的观察
1. 营业收入增加，但毛利率恶化
总体营业收入同比增长了+24％，但环比下降了-4％。
随着特斯拉寻求继续降价，毫无疑问毛利率将受到影响。
$特斯拉 (TSLA.US)$ 发布了最新的业绩，表面看起来并不乐观。
但是在数字背后，特斯拉也许正在考虑更长期的发展计划。
以下是我的观察
1. 营业收入增加，但毛利率恶化
总体营业收入同比增长了+24％，但环比下降了-4％。
随着特斯拉寻求继续降价，毫无疑问毛利率将受到影响。
已翻译
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151747389 : 我感觉是落后了吧，中国电车车企已经开始内卷价格了