格隆汇10月10日｜伯恩斯坦银行的分析师在一份报告中写道，法拉利的长期财务指引远低于市场预期， 导致其股价在周四的欧洲和美国交易中暴跌15%。该银行表示，这家汽车制造商设定的2024年至2030年 复合年收入增长目标仅为5%，大大低于市场普遍预期的7%左右。报告补充说，其对2030年调整后息税 前利润率"超过30%"的指引，也远低于市场普遍预期的32%或更高水平。该银行表示："市场此前预期法 拉利会提供一个关于利润率将进一步发展的自信故事，但就2030年指引而言，实际提供的却是一份'稀 粥'。"该银行将法拉利股票的目标价从554美元下调至475美元，但维持其"跑赢大盘"的评级。 ...

Group 1 - The core viewpoint is that owners of the mega vehicle often have luxury cars such as Ferrari, Porsche, or Rolls-Royce Cullinan, indicating a trend among buyers who see themselves as fashion pioneers [1] - The primary reason for purchasing the mega home among users is its exterior design, highlighting the importance of aesthetics in consumer decision-making [1]

Core Insights - Ferrari's net revenue for the second quarter reached €1.787 billion, representing a 4.4% increase compared to the previous year [1] - The total shipment volume for the second quarter was 3,494 units [1] - Operating profit for the second quarter amounted to €552 million, reflecting an 8.1% growth year-over-year [1]

Group 1 - The core viewpoint of the article is that Ferrari's stock price fell by 2.8% following the release of its second-quarter earnings report [1] Group 2 - The decline in stock price indicates market reaction to the earnings report, suggesting potential concerns among investors [1]

Group 1 - Ferrari's Q2 revenue reached €1.79 billion, slightly below market expectations of €1.82 billion [1]

Core Insights - Ferrari's second-quarter deliveries totaled 3,494 vehicles, slightly below market expectations of 3,515 vehicles [1] - The company's second-quarter revenue reached €1.79 billion, also slightly below market expectations of €1.82 billion [1] Delivery Performance - Total vehicle deliveries in Q2 were 3,494 units, which represents a minor shortfall compared to the anticipated 3,515 units [1] Financial Performance - Revenue for the second quarter amounted to €1.79 billion, falling short of the expected €1.82 billion [1]

Group 1 - Ferrari's second-quarter delivery volume was 3,494 units, which was below market expectations of 3,515 units [1]

Group 1 - Wahaha bottled water is reportedly produced by Jinmailang, leading to consumer confusion, but Wahaha's customer service assures that all products from legitimate channels meet quality standards [1] - Japanese restaurant chain SASAYA issued an apology after a location displayed a sign prohibiting Chinese customers, clarifying that the sign was unauthorized and emphasizing their commitment to serve all customers equally [3] - Two Chinese students in Malaysia staged a fake kidnapping to extort 5 million yuan from their parents, leading to their arrest [4] Group 2 - The parent company of Manus, Butterfly Effect, denied reports of planning a $100 million financing round at a $1.5 billion valuation, stating that the information is false and the team is focused on product development [6] - Nvidia's CEO Jensen Huang's compensation for the fiscal year 2025 increased by 46% to nearly $50 million, primarily due to a significant rise in stock awards [8] - BYD's news office responded to criticisms regarding the design of their gear shift, labeling the negative comments as typical "black public relations" tactics [9][10] Group 3 - Neta Auto denied bankruptcy rumors, clarifying that a third-party advertising company filed for bankruptcy, while the company itself is not pursuing such actions but is facing difficulties and seeking solutions [11] - Shenzhen Metro Group plans to lend Vanke up to 1.552 billion yuan to repay bond principal and interest, with the loan rate based on the LPR minus 76 basis points [11] - Ferrari's CEO stated that the brand focuses on driving experience rather than excessive technology in vehicles, emphasizing that Ferrari is not meant to be a mobile entertainment center [12] Group 4 - Tesla's Shanghai Gigafactory exported nearly 30,000 Model 3 and Model Y vehicles in April, marking a record high for monthly exports in the past year, with significant growth in sales in the South Korean market [15] - Goldman Sachs was fined $1.45 million for failing to accurately report billions of stock market transactions, as per U.S. regulatory authorities [16] - A steel company in Jiangsu was found to have a majority of its quality inspection department involved in falsifying test results, leading to significant financial losses for the company [17][19] Group 5 - Tesla's VP Tao Lin announced that the refreshed Model Y has begun deliveries in multiple markets across the Asia-Pacific region, including Hong Kong, the Philippines, Japan, Australia, Singapore, and South Korea [20][21] - Elon Musk predicted that the number of humanoid robots could eventually reach hundreds of billions, suggesting that everyone may desire their own personal robot [22]