v****r
发帖数: 353 | 1 软件。
下周V9出来以后EAP的实用性大增，会带来巨大的吸引力。
买新车的和以前买了车没有选配EAP的都会认真考虑加购。
软件的毛利接近于百分之百。EAP售价五千块，每卖一万份就是五千万的毛利。
如果Q4售出八万辆新车，三分之二的新车主选购EAP，再加上已有HW2.0+车主事后决定
加购的，Q4起码会卖出六七万份。仅软件就是三亿美元的毛利。研发固定成本不变的前
提下，这部分毛利会直接转化成净利（或者抵消净亏损）。
我就提示到这里。大家自己算吧。 |
s***r
发帖数: 1121 | 2 This is absolutely correct. My Q4 forecast does not include this; but Q1:19
will consider this. Also, Elon got another assembly line ready; new factory
will be built in the Netherlands and China; new models (Y, SUV) will be
starting. All these will be incorporated into my estimations in the next
years; based on which I will come out free cash flows; and then estimate the
stock true value. |
v****r
发帖数: 353 | 3 难得有你这样认认真真做FCF模型估值的。期待。
19
factory
the
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【在 s***r 的大作中提到】
: This is absolutely correct. My Q4 forecast does not include this; but Q1:19
: will consider this. Also, Elon got another assembly line ready; new factory
: will be built in the Netherlands and China; new models (Y, SUV) will be
: starting. All these will be incorporated into my estimations in the next
: years; based on which I will come out free cash flows; and then estimate the
: stock true value.
|
