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Columns Interpretation of Ideal Auto's 2023Q2 earnings report - Automobiles are the largest AI industry
Ideal is currently very popular. Many people are waiting for today's earnings report. There are also quite a few people in the group who privately asked me tonight's stock price trends and position operations. I had a rough estimate: tonight's fluctuation will be huge. It will either skyrocket or plummet![]()
Just kidding, predicting short-term stock prices is completely out of my ability. On the contrary, I don't think short-term stock prices can be predicted, and I never give anyone any advice on stocks or stock prices. What I am good at is to give you the most objective data and analyze the fundamentals of an enterprise through data.
As for ideals, I'm still my consistent opinion: it's not cheap now, but if they can get into the final top 3, the current market capitalization is only a fraction, but it's still hard to say whether the ideal future will be in the top 3. I can only say that the current first-mover advantage and status are pretty good.
01
Sales volume
If you pull the January-July sales curve, you'll find that this is a perfect curve. Maintaining month-on-month sales growth for 7 consecutive months is very challenging.
Among them, sales volume in Q2 was 86533 units, up 202% year on year and 65% over Q1, all of which achieved rapid growth.
Q3 guidelines:
Sales volume guide: 100,000-103,000, up 277%-288% year on year.
Revenue guidance: $323.3-33.3 billion, up 246%-256.4% year on year.
02
infrastructures
Retail Centers:
There are 331 retail centers in Q2, and 32 stores in a single season in Q2, with an average of one every 3 days. The speed of opening stores has accelerated. By the end of July...
Just kidding, predicting short-term stock prices is completely out of my ability. On the contrary, I don't think short-term stock prices can be predicted, and I never give anyone any advice on stocks or stock prices. What I am good at is to give you the most objective data and analyze the fundamentals of an enterprise through data.
As for ideals, I'm still my consistent opinion: it's not cheap now, but if they can get into the final top 3, the current market capitalization is only a fraction, but it's still hard to say whether the ideal future will be in the top 3. I can only say that the current first-mover advantage and status are pretty good.
01
Sales volume
If you pull the January-July sales curve, you'll find that this is a perfect curve. Maintaining month-on-month sales growth for 7 consecutive months is very challenging.
Among them, sales volume in Q2 was 86533 units, up 202% year on year and 65% over Q1, all of which achieved rapid growth.
Q3 guidelines:
Sales volume guide: 100,000-103,000, up 277%-288% year on year.
Revenue guidance: $323.3-33.3 billion, up 246%-256.4% year on year.
02
infrastructures
Retail Centers:
There are 331 retail centers in Q2, and 32 stores in a single season in Q2, with an average of one every 3 days. The speed of opening stores has accelerated. By the end of July...
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