特斯拉(TSLA)

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A Tesla board member actually bought some stock
TechCrunch· 2025-04-30 01:27
In Brief Tesla board member and Airbnb co-founder Joe Gebbia acquired about 4,000 shares of the automaker’s stock, a purchase that has a value of about $1 million and change, according to a regulatory filing. That’s not a significant stock purchase, and certainly not for the billionaire board member, as Electrek noted in its reporting. It’s notable simply because a Tesla board member making a straight purchase of stock — no gifted stock, an exercise or conversion of derivative security, or right to buy an o ...
Tesla Valuation Update: Bearish Signals In A Changing Market (Rating Downgrade)
Seeking Alpha· 2025-04-29 21:24
Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or ...
Tesla Stock up 4% After Key Signal, Reversing Early Decline
Benzinga· 2025-04-29 21:18
TSLA reverses early decline to rise after TradePulse Alert at 11:30 AM Tesla, Inc. (TSLA) today experienced a Power Inflow, a significant event for those who follow where smart money goes and value order flow analytics in their trading decisions. Today, at 11:30 AM on April 28th, a significant trading signal occurred for Tesla Inc. (TSLA) as it demonstrated a Power Inflow at a price of $275.24. This indicator is crucial for traders who want to know directionally where institutions and so-called "smart money ...
Tesla: Early Signs Of A Turnaround, But Fundamentals Are Not Driving It
Seeking Alpha· 2025-04-29 21:08
Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...
Here's What Tesla Stock Investors Should Know About the Company's Latest Earnings Results
The Motley Fool· 2025-04-29 18:45
Tesla's (TSLA 0.53%) earnings report revealed insights into how the business handles significant challenges in the near term.*Stock prices used were the afternoon prices of April 23, 2025. The video was published on April 25, 2025. ...
Will Musk's Increased Focus on Tesla Boost Its Stock?
The Motley Fool· 2025-04-29 16:37
Tesla (TSLA 0.53%) investors received good news in the company's earnings call for the first quarter of 2025. Tesla's beleaguered financials However, Musk will first have to turn around the company's performance, which has undoubtedly lagged amid lower automobile sales. In Q1, revenue of just under $19 billion was down 9% year over year. While revenue rose for energy generation and services, the 21% decline in automobile sales weighed on the financials. CEO Elon Musk, who had spent significant amounts of ti ...
Monster insider buy alert for Tesla stock, biggest since 2020
Finbold· 2025-04-29 16:26
文章核心观点 特斯拉董事会成员约瑟夫·盖比亚自2020年以来首次进行内幕买入,购买4000股股票,这一行为在公司面临销售下滑、内幕抛售和竞争加剧的情况下传递出信心,同时特斯拉股价因该买入消息和马斯克重新专注公司而上涨23% [1][10] 分组1:内幕交易情况 - 特斯拉董事约瑟夫·盖比亚于2025年4月24日以每股256.31美元的价格购买4000股特斯拉股票,总计1025240美元,这是自2020年以来公司首次内幕买入 [1] - 交易后,盖比亚通过信托间接实益拥有4111股特斯拉股票,他是该公司10%的所有者 [5] - 过去12个月特斯拉内幕人士出售超115万股股票,过去三个月出售371556股,过去六个月出售986836股,在盖比亚交易前无自主买入 [6] 分组2:机构投资情况 - 2025年第一季度,机构投资者对特斯拉的资金流入较上一季度下降95.12%,从520亿美元降至25.4亿美元 [7] 分组3:公司面临挑战 - 特斯拉仍面临来自中国汽车制造商(如比亚迪)的竞争加剧、在关键市场失去主导地位以及因首席执行官埃隆·马斯克政治立场而遭受的持续反对 [8] - 2025年第一季度,特斯拉汽车销量首次出现年度下降,降幅为13% [8] 分组4:股价表现 - 投资者对马斯克将更多时间专注公司并退出政府相关角色的消息反应积极,特斯拉股价在过去一周上涨超23%,最新交易收盘价为285.88美元 [9] - 若内幕买入持续,可能会推动更多投资者对该陷入困境的公司持乐观态度 [12]
Tesla's Plunge Isn't Close To Being Over
Seeking Alpha· 2025-04-28 23:31
Things are not going well for electric vehicle producer Tesla, Inc. (NASDAQ: TSLA ). Even though the last couple of days have seen renewed optimism for those who are bullish about the company, shares have drasticallyCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of ...
Tesla's "Moment of Truth"
The Motley Fool· 2025-04-28 23:24
文章核心观点 - 讨论特斯拉财报情况及未来发展前景,分析AMD与英伟达的差异、竞争策略和投资价值 [3][23] 特斯拉相关情况 财务表现 - 净利润同比下降71%,汽车业务运营利润率为2.1%,远低于去年的5.5%,车辆交付量令人失望,盈利能力低于预期 [1][3] - 能源和存储、服务业务表现强劲,但在营收中占比小 [3] 股价表现 - 尽管财报不佳,但因马斯克表示5月回归专注特斯拉,以及市场的反弹,股价上涨 [4] 内部因素影响 - 马斯克精力分散影响公司,其政治关联也对品牌造成冲击,但他回归有望缓解部分问题 [7] - 过去12个月,特斯拉内部人士出售股票28次、买入0次,多为计划或预先安排的股票期权行使策略,仅马斯克兄弟有一笔2560万美元的公开市场出售可能是警示信号 [8] 未来展望 - 可能至少需要五年以上才能重回历史高点,汽车业务需恢复增长势头,自动驾驶和人形机器人业务取得进展 [9] - 推出售价约2万美元的平价车型,制定清晰产品路线图,或可重振汽车业务 [11] - 若车辆交付量停滞,公司业务将面临挑战,虽自动驾驶和人形机器人业务未来可能弥补损失,但前景遥远 [12] 其他业务情况 - 能源生产和存储业务因可再生能源普及、电网稳定需求和能源成本上升,需求显著增加,实现稳定增长 [13] - 该业务日常运营在无马斯克情况下表现良好,但整体愿景和战略方向仍需其参与 [14] 新产品计划 - 计划6月在奥斯汀试点推出基于现有车型的机器人出租车服务,并于2026年开始量产专用的Cybercab [15] - 马斯克预计年底前让数千台Optimus机器人在特斯拉工厂工作,未来几年实现每年数百万台的产量,但分析师对此时间线存疑 [17] - 马斯克认为人形机器人可带来10万亿美元收入,分析师认为虽数字惊人,但考虑家庭和商业需求及相关服务,并非不可能 [18] AMD相关情况 公司特点 - 是半导体行业多元化参与者,业务涵盖服务器芯片、嵌入式芯片、游戏GPU和GPU加速器等 [23] 竞争优势 - 客户与英伟达有重叠,可降低客户对英伟达的依赖,且部分芯片在成本上更具优势,如甲骨文订购价值数十亿美元的AMD加速器 [24] 技术追赶路径 - 英伟达优势在于GPU硬件和CUDA软件库,AMD选择开源的ROCM库并不断改进,还需发展机架级系统以竞争 [26][27] 研发投入与回报 - 2021 - 2022年研发支出近乎翻倍,之后增速放缓,运营利润率从2021年的超22%降至2024年的不足8%,预计2025年升至10%,2026 - 2027年分别达到12 - 14%和20% [29][30] 收购情况 - 去年8月以近50亿美元收购ZT Systems,将出售其制造部门,利用自身技术复制英伟达的机架级系统,有望在2026年推出MI 4000系统,提升市场份额和现金流 [32] 股价表现与市场担忧 - 过去一年英伟达股价上涨近30%,AMD股价下跌超40%,市场担忧AMD在GPU销售上起步慢、执行能力和成本优势存疑,且与英伟达比较处于劣势 [33]
Tesla: Hated And Down, But Not Out
Seeking Alpha· 2025-04-28 23:20
特斯拉股票表现 - 特斯拉股票在过去六个月成为市场上最具争议性和分歧性的股票之一 [1] - 由于市场分歧导致该股票价格波动性极高 [1] 行业研究背景 - 重点关注高科技和早期成长型公司的创新与颠覆潜力 [2] - 研究领域涵盖行业重大新闻和投资机会分析 [2]