Traded Value
Posts特斯拉 TSLA 盤後公佈業績，股價幾番波折由$100 飆升至$150 以上，基本面從業績上看，有太大改變嗎？答案是沒有！那為何股價會有如此大的波幅？因為 market efficiency 永遠存在某一種缺陷，股價是市場情緒的反映！
Tesla 業績方面一入余大師所料，EPS1.19 優於分析師預期，毛利率下降至 25.9% 遜於分析師預期 28.4%. 這粒數極為重要，價格戰勝負取決於盈虧及毛利率！
FCF$14.2 億美元， drop 49%, honestly 有點擔憂新業務及 TWTR 能否未來提供穩妥的 ROC. 第四季營業收入及淨利潤增速保持 30% 以上增長。
總結而言，特斯拉仍是一隻優質股票，長線看好邏輯不變，如果你$100 邊有買到，恭喜你已擁有投資智慧👏🏽💰
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