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- 關於我對Tesla(TSLA)的基本看法,可在索引檔案找到。

TSLA公布最新財報後,目前盤後股價上漲約2%左右。

財報本身的亮點並不多。

營收衰退(-3%)、營業利益衰退(-11%)、EPS同比萎縮60%,甚至連電動車的生產量和交付量都同步下跌。唯一稍好看點是毛利率反彈回20%左右,是過去兩年多以來最好的表現。不過,以一家電動車公司來說,銷售如此乏力,若純以電動車業務來衡量TSLA估值的話,絕對是不值得目前這個股價。
Then, on total gross margin front, we ended the quarter with over 20.1%, something which we haven't achieved for the last two years. This improvement came despite the impact of lower fixed-cost absorption and the impact of tariffs, which were in excess of $500 million in Q4.























