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Ferrari

83 atoms · 跨 15 天 · 首见 2026-04-21 · 最近 2026-06-18

三色: 🟦 fact 60 · 🟥 take 23 · stance ▲12/▼26/◆11

叙事状态: 🍂 fading (退潮) · 💤 沉寂 · 策展近14d 0 atom

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 83

时态: fresh:78 · aging:3 · stale:2

标签: 好数字:39 · 好信源:27 · 好观点:24 · 好思考:5

🟨 AI 综合 · junior analyst 概览

展开 AI 综合 (灰色 · 非市场结论 · 点击数字溯源到原 atom)

model: deepseek-chat · 2026-07-12 · 默认折叠

Ferrari首款电动车Luce发布后股价单日暴跌7.8% ¹ ¹，设计被批评为“缺乏法拉利标志性的激进与情感风格”¹。有分析师将Luce评价为“本田与特斯拉的混合体”¹，并认为法拉利不具备打造世界级电动车所需的核心能力 ¹。尽管CEO主张突破性创新往往源自非共识 ¹，且EV车型被鼓励配合中国政府对电动车的政策导向 ¹，但品牌形象风险不仅来自新车——有观点指出F1赛事才是更大威胁 ¹。市场对2030年EBITDA年增率目标仅6%感到失望 ¹，而公司被曝要求买家购买Luce以提升等待名单排名 ¹。

🧭 拥挤度 (一人一票): ▲ 3 位作者 (KOL3) vs ▼ 8 位作者 (KOL8)

⚖️ 空头 8/8 来自KOL

📄 广泛报道的事实 · 4 个

展开 (多人转述同一事实/数字 — 确认度高, **非独立观点**, 不标多空)

推出首款全电动车Luce — 3 源报道 (含1快讯) · X
首款 EV 发布 — 2 源报道 (含1快讯) · X
电动汽车定价 — 3 源报道 (含3快讯) · X
股价下跌 — 2 源报道 (含2快讯) · X

💢 核心分歧 (4 轴)

1. 首款电动车 Luce 设计争议 vs 品牌忠诚度

*topic: 产品发布/竞争格局/订单需求/市场份额 · 5 bull vs 7 bear*

🟢 bullish 侧:

<a id="atom-2892412c2e37d1dc"></a>2026-05-25 X·@GazzettaFerrari · revealed first fully electric car · 产品发布
Ferrari has just revealed its first fully electric car, the Luce.
tags: 好信源 · → daily
value: date=2026-05-25
📷 原图
<a id="atom-4d5e758c0ce66dee"></a>2026-05-25 X·@TheTranscript_ · 新车型定位 · 产品发布
This is going to be the most versatile Ferrari ever produced.
tags: 好信源 · → daily
<a id="atom-d1bea640a35d43ad"></a>2026-05-26 X·@RobertMSterling · EV配合中国政策 · 监管政策/产品发布
These guys want the Ferrari logo, but they want it on something electric (EV’s are highly encouraged by the Chinese government)
tags: 好观点 · → daily
📷 原图
<a id="atom-71d8ec3e121b6984"></a>2026-05-26 X·@SawyerMerritt ⭐ · CEO 陈述: 突破性创新非源于共识 · 产品发布
Real innovation is not democratic. Breakthrough ideas rarely emerge from immediate consensus.
tags: 好观点·好思考 · → daily
value: date=2026-05-27
<a id="atom-0022f3d7464d0d0c"></a>2026-05-28 X·@FirstSquawk · CEO claims Luce is unrelated to Chinese EVs or other brands · 产品发布/竞争格局
FERRARI'S CEO CLAIMS LUCE IS UNRELATED TO CHINESE EVS OR OTHER BRANDS.
tags: 好观点·好信源 · → daily

🔴 bearish 侧:

<a id="atom-074ad32a0f29c3d0"></a>2026-05-11 X·@WSTAnalystApe · 电动车销售占比目标 · 产品发布/技术路线
連電動車佔比目標都從 40% 砍到 20%
tags: 好数字 · → daily
value: qty=20% · date=2030
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图
<a id="atom-ab86339989ccb8dc"></a>2026-05-26 X·@LeoNelissen · 产品设计评价 · 产品发布
If this were a $30K Chinese car, I would say that it looks fun. But this... From Ferrari?? Everything after 2015 was a mistake.
tags: 好观点 · → daily
<a id="atom-a04a37d3234e56ae"></a>2026-05-26 X·@zerohedge · 新EV被分析师评价 · 产品发布
Analyst Slams New EV As 'Mix Between Honda And Tesla'
tags: 好观点 · → daily
<a id="atom-615f080a9165b3cc"></a>2026-05-26 X·@visegrad24 · 首款电动车设计受批评 · 产品发布
Investors and fans heavily criticized the minimalist design, saying it lacks the aggressive and emotional style typical of Ferrari.
tags: 好观点 · → daily
📷 原图
<a id="atom-0f8f6c717513795d"></a>2026-05-26 X·@antoguerrera · Montezemolo opinion on electric Ferrari Luce · 产品发布/市场份额
Former Ferrari chairman Montezemolo tears the new electric Ferrari “Luce” apart: “I cannot say what I really think: I would harm Ferrari. We risk the destruction of a legend. So sorry. Take the Prancing Horse off. At least the Chinese won’t copy this car”
tags: 好观点 · → daily

展开 4 条中性

<a id="atom-1ad1d2a9855ef239"></a>2026-05-25 X·@Dexerto · unveiled first all-electric car · 产品发布
Ferrari has unveiled its first-ever all-electric car called the Ferrari Luce with a price of around $640,000
tags: 好信源 · → daily
value: qty=around $640,000 · date=2026-05-25
📷 原图
<a id="atom-586811f325264689"></a>2026-05-26 X·@pmarca · 新车型设计评价 · 产品发布
The new Ferrari is beautiful for what it is.
tags: 好观点 · → daily
<a id="atom-0a365269a351a460"></a>2026-05-28 X·@FirstSquawk · CEO陈述媒体对Luce的聚焦可能造成错误印象 · 产品发布/技术路线
FERRARI'S CEO STATED THAT THE STRONG MEDIA FOCUS ON LUCE MAY HAVE GIVEN THE WRONG IMPRESSION THAT IT WILL REPLACE OTHER POWERTRAINS, BUT THAT IS NOT TRUE.
tags: 好信源 · → daily
value: direction=denial
<a id="atom-5e322b3e473c9406"></a>2026-05-28 X·@zerohedge · CEO defends first EV design · 产品发布/管理层表态
"It Wasn't Copied": Ferrari CEO Defends First EV After Design Backlash
tags: 好信源 · → daily
value: date=2026-05-28

2. 2030 EBITDA 增速砍半 vs 垄断溢价支撑

*topic: 业绩指引/盈利能力/定价权 · 1 bull vs 3 bear*

🟢 bullish 侧:

<a id="atom-b53328f013684408"></a>2026-05-30 X·@TrungTPhan · Luce销售首次购车比例预测 · 业绩指引
Ferrari expects 80% of Luce sales to be first time buyers.
tags: 好数字 · → daily
value: qty=80%

🔴 bearish 侧:

<a id="atom-4cf5777454088fbd"></a>2026-05-11 X·@WSTAnalystApe · 2030 EBITDA 年增率目标 · 业绩指引/盈利能力 +同日1条
2030 EBITDA 目標年增率僅 6%，遠低於先前暗示的 10%
tags: 好数字·好信源 · → daily
value: qty=6% · date=2030
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图
<a id="atom-00cacbf6a157e1fd"></a>2026-05-26 X·@tbpn · EV价格合理性判断 · 定价权
This costs more than the Purosangue, 12Cilindri, and Testarossa... How do you justify the price? It makes no sense
tags: 好观点 · → daily

3. 40倍 PE 泡沫 vs 奢侈品市场地位

*topic: 估值/定价权 · 1 bull vs 1 bear*

🟢 bullish 侧:

<a id="atom-65dd62b92559d476"></a>2026-05-08 X·@internpierre [老化中] · 全球垄断地位 · 定价权/竞争格局
category-defining global monopolies the US cannot replicate
tags: 好观点 · → daily

🔴 bearish 侧:

<a id="atom-bcdb26812c662d0f"></a>2026-05-11 X·@WSTAnalystApe [老化中] · PE 估值倍数 · 估值
撐不住 40倍 PE 估值
tags: 好观点 · → daily
value: qty=40x
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图

展开 1 条中性

<a id="atom-04bdf4b577a71de1"></a>2026-04-28 X·@wallstengine · 人均市值 · 估值
Both are valued at about $12M in market cap per employee
tags: 好数字 · → daily
value: qty=~$12M
[图: 汽车制造商人均营收与人均市值的对比散点图，展示特斯拉和法拉利在人均市值上的极高溢价 — 特斯拉人均市值: 约 $12M; 法拉利人均市值: 约 $12M; 多数汽车制造商人均市值: 低于 $2M; 特斯拉人均营收: 约 $700k; 法拉利人均营收: 约 $1.5M]
📷 原图

4. 战时交付受扰 vs 积压订单至2027

*topic: 出货量/订单需求 · 4 bull vs 2 bear*

🟢 bullish 侧:

<a id="atom-208171f5cc65e4d4"></a>2026-05-28 X·@Similarweb · Website visits on the day of EV announcement · 订单需求 +同日1条
Traffic to Ferrari’s website on the day of the announcement reached its highest level in the past 37 months, with 252.6K visits.
tags: 好数字 · → daily
value: qty=252600
[图: 法拉利官网（Ferrari.com）每日全球访问量走势图，显示在2026年5月底访问量出现极度异常的爆发式飙升。 — 日常波动区间: 50K-150K; 图表末端突增峰值: 接近600K; 推文提及的37个月新高访问量: 252.6K]
📷 原图
<a id="atom-5889a0ed297dc0b9"></a>2026-05-29 X·@JordiLlatzer [老旧] · Ferrari Luce 预购排期 · 订单需求
las reservas se extienden ya hasta 2027
tags: 好数字 · → daily
value: date=2027
📷 原图
<a id="atom-c3ef0506891fcb8d"></a>2026-05-30 X·@TrungTPhan · Luce EV first-time buyer sales percentage · 营收预测/订单需求
Ferrari says 80% of Luce sales will be first-time buyers and expand brand
tags: 好数字 · → daily
value: qty=80%

🔴 bearish 侧:

<a id="atom-35ed05874fb8c999"></a>2026-05-05 X·@zerohedge [老化中] · 交付因战时干扰受打击 · 出货量/地缘政治
Ferrari Skids As Wartime Disruptions Hit Deliveries
tags: 好观点 · → daily
value: direction=down
<a id="atom-ed888e0864e7971b"></a>2026-05-26 X·@tbpn [老旧] · EV对经典燃油车价值影响 · 订单需求
If they had been able to come in at the low $300s with this, we would have been seeing these all over LA
tags: 好观点 · → daily

🟦 客观事实 (facts) (30)

<a id="atom-9a4a5ba54ae1a904"></a>🟦 2026-05-26 X·@wholemars · 股价下跌 · 价格动态
Ferrari shares drop 7.8% after Luce unveil
tags: 好数字·好信源 · → daily
value: qty=7.8%
<a id="atom-e763528f15e32de8"></a>🟦 2026-05-26 X·@visegrad24 · 股价下跌 · 价格动态
Ferrari stock fell by 7.8%, reaching €286 per share on the Milan Stock Exchange.
tags: 好数字·好信源 · → daily
value: qty=-7.8% · date=2026-05-26
📷 原图
<a id="atom-270c8e5b0d325260"></a>🟦 2026-05-11 X·@WSTAnalystApe · 单日跌幅 · 价格动态
法拉利暴跌近 13%，創 2016 來最大跌幅！
tags: 好数字·好信源 · → daily
value: qty=-12.69% · date=2025-10-09
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图
<a id="atom-4cf5777454088fbd"></a>🟦 2026-05-11 X·@WSTAnalystApe · 2030 EBITDA 年增率目标 · 业绩指引/盈利能力
2030 EBITDA 目標年增率僅 6%，遠低於先前暗示的 10%
tags: 好数字·好信源 · → daily
value: qty=6% · date=2030
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图
<a id="atom-65cecf48e728a0ce"></a>🟦 2026-05-26 X·@zerohedge · 股价下跌 · 价格动态
Ferrari Shares Plunge
tags: 好数字 · → daily
value: direction=down
<a id="atom-b7bea7388e8f69e5"></a>🟦 2026-06-18 X·@zerohedge · 要求买家购买Luce以提升等待名单排名 · 产品发布/订单需求
Ferrari Reportedly Tells Buyers To Buy Unpopular Luce To Move Up On Wait List
tags: 好信源 · → daily
<a id="atom-b53328f013684408"></a>🟦 2026-05-30 X·@TrungTPhan · Luce销售首次购车比例预测 · 业绩指引
Ferrari expects 80% of Luce sales to be first time buyers.
tags: 好数字 · → daily
value: qty=80%
<a id="atom-18c318b42f615eeb"></a>🟦 2026-05-30 X·@TrungTPhan · 中国市场销售占比 · 市场份额
China still only 10% Ferrari sales (vs. 20-25% for Hermes or LVMH).
tags: 好数字 · → daily
value: qty=10%
<a id="atom-5e322b3e473c9406"></a>🟦 2026-05-28 X·@zerohedge · CEO defends first EV design · 产品发布/管理层表态
"It Wasn't Copied": Ferrari CEO Defends First EV After Design Backlash
tags: 好信源 · → daily
value: date=2026-05-28
<a id="atom-4d5e758c0ce66dee"></a>🟦 2026-05-25 X·@TheTranscript_ · 新车型定位 · 产品发布
This is going to be the most versatile Ferrari ever produced.
tags: 好信源 · → daily
<a id="atom-bc25764353ca1fc5"></a>🟦 2026-05-25 X·@minchoi · unveiled first EV · 产品发布
Ferrari just unveiled its first EV, Luce, designed by Jony Ive.
tags: 好信源 · → daily
value: date=2026-05-26
📷 原图
<a id="atom-43a2bb102bfaba8f"></a>🟦 2026-06-04 X·@anishmoonka · 2025年销量 · 出货量
sold only about 13,600 cars in 2025
tags: 好数字 · → daily
value: qty=13600 · date=2025
<a id="atom-a1abf6ed2a9a92ac"></a>🟦 2026-06-04 X·@anishmoonka · 2025年利润 · 盈利能力
made around 1.6 billion euros in profit
tags: 好数字 · → daily
value: qty=1.6 billion euros · date=2025
<a id="atom-ec3f762475d416ae"></a>🟦 2026-06-04 X·@anishmoonka · 单车利润 · 盈利能力
more than 115,000 euros of profit on every single car
tags: 好数字 · → daily
value: qty=115,000 euros
<a id="atom-a6054fbd1f20b443"></a>🟦 2026-06-04 X·@anishmoonka · F1历史参赛奖金 · 营收
reported at around $35 million a year
tags: 好数字 · → daily
value: qty=$35 million
<a id="atom-c3ef0506891fcb8d"></a>🟦 2026-05-30 X·@TrungTPhan · Luce EV first-time buyer sales percentage · 营收预测/订单需求
Ferrari says 80% of Luce sales will be first-time buyers and expand brand
tags: 好数字 · → daily
value: qty=80%
<a id="atom-5889a0ed297dc0b9"></a>🟦 2026-05-29 X·@JordiLlatzer [老旧] · Ferrari Luce 预购排期 · 订单需求
las reservas se extienden ya hasta 2027
tags: 好数字 · → daily
value: date=2027
📷 原图
<a id="atom-e14ae8d5e15ca33d"></a>🟦 2026-05-28 X·@Similarweb · Search volume for Ferrari on May 25, the day it announced EV Luce · 订单需求
Search volume for “Ferrari” on May 25, the day the company announced its EV, Luce: 124,771
tags: 好数字 · → daily
value: qty=124771
📷 原图
<a id="atom-077457430da532d2"></a>🟦 2026-05-28 X·@Similarweb · Search volume for Ferrari on May 26 · 订单需求
Search volume on May 26: 435,327
tags: 好数字 · → daily
value: qty=435327
📷 原图
<a id="atom-208171f5cc65e4d4"></a>🟦 2026-05-28 X·@Similarweb · Website visits on the day of EV announcement · 订单需求
Traffic to Ferrari’s website on the day of the announcement reached its highest level in the past 37 months, with 252.6K visits.
tags: 好数字 · → daily
value: qty=252600
[图: 法拉利官网（Ferrari.com）每日全球访问量走势图，显示在2026年5月底访问量出现极度异常的爆发式飙升。 — 日常波动区间: 50K-150K; 图表末端突增峰值: 接近600K; 推文提及的37个月新高访问量: 252.6K]
📷 原图
<a id="atom-2f73210a6b155bc4"></a>🟦 2026-05-28 X·@Similarweb · Website visits on the day after EV announcement · 订单需求
The record was then broken the following day, with 597.8K visits.
tags: 好数字 · → daily
value: qty=597800
[图: 法拉利官网（Ferrari.com）每日全球访问量走势图，显示在2026年5月底访问量出现极度异常的爆发式飙升。 — 日常波动区间: 50K-150K; 图表末端突增峰值: 接近600K; 推文提及的37个月新高访问量: 252.6K]
📷 原图
<a id="atom-11a9a5de12710a82"></a>🟦 2026-05-26 X·@visegrad24 · 首款电动车Luce定价 · 价格动态
The price of the car is $640,000 dollars.
tags: 好数字 · → daily
value: qty=$640,000
📷 原图
<a id="atom-bc67a651952971c4"></a>🟦 2026-05-26 X·@Kalshi · 股价变动 · 价格动态
Ferrari stock falls -7% after revealing new electric car
tags: 好数字 · → daily
value: qty=-7%
📷 原图
<a id="atom-2d8819e676044192"></a>🟦 2026-05-26 X·@Jeremybtc · Luce 定价 · 产品发布/价格动态
Today Ferrari unveiled the Luce, the most expensive car Ferrari has ever sold. A 4 door 5 seat $640,000 electric grand tourer.
tags: 好数字 · → daily
value: qty=$640,000
📷 原图
<a id="atom-a6df81164eec5769"></a>🟦 2026-05-26 X·@Jeremybtc · Luce 发布后股价日跌幅 · 价格动态
Ferrari stock dropped 7% in 24 hours, the biggest single-day fall since October.
tags: 好数字 · → daily
value: qty=7% · direction=down
📷 原图
<a id="atom-1b38e9740c102228"></a>🟦 2026-05-26 X·@Jeremybtc · Luce 发布后市值蒸发 · 市值
Roughly £3 BILLION wiped off the market cap.
tags: 好数字 · → daily
value: qty=£3 billion
📷 原图
<a id="atom-11a5eeaefcf6a6c2"></a>🟦 2026-05-26 X·@TrungTPhan · 中国销售占比 · 营收
China is a major market for Ferrari (~12% of sales)
tags: 好数字 · → daily
value: qty=~12% · date=2026
📷 原图
<a id="atom-849563db8233620c"></a>🟦 2026-05-26 X·@TrungTPhan · 中国女性客户占比 · 市场份额
women make up 26% of those sales, the highest share in the world
tags: 好数字 · → daily
value: qty=26% · date=2026
📷 原图
<a id="atom-28faf5365def7890"></a>🟦 2026-05-26 X·@yicaichina · 电动汽车售价 · 价格动态/产品发布
Ferrari unveiled its electric sedan, Ferrari Luce, priced from EUR550,000 (USD598,000)
tags: 好数字 · → daily
value: qty=EUR550,000 (USD598,000) · currency=EUR
<a id="atom-5e91bcafd15fc53a"></a>🟦 2026-05-26 X·@yicaichina · 电动轿车交付时间 · 产品发布
delivery beginning in the fourth quarter
tags: 好数字 · → daily
value: date=2026 Q4

🟥 多头 takes (bullish) (3)

<a id="atom-71d8ec3e121b6984"></a>🟥 2026-05-26 X·@SawyerMerritt ⭐ · CEO 陈述: 突破性创新非源于共识 · 产品发布
Real innovation is not democratic. Breakthrough ideas rarely emerge from immediate consensus.
tags: 好观点·好思考 · → daily
value: date=2026-05-27
<a id="atom-d1bea640a35d43ad"></a>🟥 2026-05-26 X·@RobertMSterling · EV配合中国政策 · 监管政策/产品发布
These guys want the Ferrari logo, but they want it on something electric (EV’s are highly encouraged by the Chinese government)
tags: 好观点 · → daily
📷 原图
<a id="atom-65dd62b92559d476"></a>🟥 2026-05-08 X·@internpierre [老化中] · 全球垄断地位 · 定价权/竞争格局
category-defining global monopolies the US cannot replicate
tags: 好观点 · → daily

🟥 空头 takes (bearish) (15)

<a id="atom-a04a37d3234e56ae"></a>🟥 2026-05-26 X·@zerohedge · 新EV被分析师评价 · 产品发布
Analyst Slams New EV As 'Mix Between Honda And Tesla'
tags: 好观点 · → daily
<a id="atom-35ed05874fb8c999"></a>🟥 2026-05-05 X·@zerohedge [老化中] · 交付因战时干扰受打击 · 出货量/地缘政治
Ferrari Skids As Wartime Disruptions Hit Deliveries
tags: 好观点 · → daily
value: direction=down
<a id="atom-0c4e139789f263a0"></a>🟥 2026-06-07 X·@WSTAnalystApe · 品牌最大威胁来源 · 竞争格局
The biggest threat to the Ferrari brand isn’t its new EV. It’s Ferrari F1
tags: 好观点 · → daily
<a id="atom-1bc475e807715b12"></a>🟥 2026-05-27 X·@iamgingertrash · 使用机器人控制社会叙事 · 监管政策/仓位情绪
Even Ferrari use bots to control the social narrative
tags: 好观点 · → daily
📷 原图
<a id="atom-c7434a3df69a24dd"></a>🟥 2026-05-27 X·@GlennLuk · does not have the core competency to build world-class EV tech · 技术路线/竞争格局
Ferrari does not have the core competency to build world-class EV tech or the software and hardware integration required to make it a world-class experience.
tags: 好观点 · → daily
<a id="atom-aac950e62ac2defa"></a>🟥 2026-05-26 X·@LeoNelissen · 电动车定价 · 价格动态
They built a Chinese-looking EV and are charging 500K EUR for it. LOL
tags: 好观点 · → daily
value: qty=500K EUR
<a id="atom-ab86339989ccb8dc"></a>🟥 2026-05-26 X·@LeoNelissen · 产品设计评价 · 产品发布
If this were a $30K Chinese car, I would say that it looks fun. But this... From Ferrari?? Everything after 2015 was a mistake.
tags: 好观点 · → daily
<a id="atom-615f080a9165b3cc"></a>🟥 2026-05-26 X·@visegrad24 · 首款电动车设计受批评 · 产品发布
Investors and fans heavily criticized the minimalist design, saying it lacks the aggressive and emotional style typical of Ferrari.
tags: 好观点 · → daily
📷 原图
<a id="atom-0f8f6c717513795d"></a>🟥 2026-05-26 X·@antoguerrera · Montezemolo opinion on electric Ferrari Luce · 产品发布/市场份额
Former Ferrari chairman Montezemolo tears the new electric Ferrari “Luce” apart: “I cannot say what I really think: I would harm Ferrari. We risk the destruction of a legend. So sorry. Take the Prancing Horse off. At least the Chinese won’t copy this car”
tags: 好观点 · → daily
<a id="atom-29203133e46bc55f"></a>🟥 2026-05-26 X·@tbpn · EV竞争力判断 · 竞争格局
Ferrari will never be competitive in EVs
tags: 好观点 · → daily
<a id="atom-1e176b459e8ceef8"></a>🟥 2026-05-26 X·@tbpn · EV定价合理性判断 · 产品发布
It's the most confusing release from a major automotive manufacturer that I can ever remember
tags: 好观点 · → daily
<a id="atom-00cacbf6a157e1fd"></a>🟥 2026-05-26 X·@tbpn · EV价格合理性判断 · 定价权
This costs more than the Purosangue, 12Cilindri, and Testarossa... How do you justify the price? It makes no sense
tags: 好观点 · → daily
<a id="atom-67bfc9bf7c59cf06"></a>🟥 2026-05-26 X·@tbpn · EV与竞品价格差距评价 · 价格动态/竞争格局
The gap between what you can get in range and performance from Tesla and BYD, in the $50k-$60k range — it's a 10x price difference compared to the Luce
tags: 好观点 · → daily
<a id="atom-ed888e0864e7971b"></a>🟥 2026-05-26 X·@tbpn [老旧] · EV对经典燃油车价值影响 · 订单需求
If they had been able to come in at the low $300s with this, we would have been seeing these all over LA
tags: 好观点 · → daily
<a id="atom-bcdb26812c662d0f"></a>🟥 2026-05-11 X·@WSTAnalystApe [老化中] · PE 估值倍数 · 估值
撐不住 40倍 PE 估值
tags: 好观点 · → daily
value: qty=40x
[图: 法拉利（Ferrari NV, RACE IM）股价走势图，显示其单日大幅下跌 — 最新股价: 365.40 EUR; 下跌金额: -53.10; 跌幅: -12.69%]
📷 原图

🟥 中性 takes (neutral) (4)

<a id="atom-3819f15b17f7d738"></a>🟥 2026-05-25 X·@tjparker · 价格区间 · 价格动态
Launching at today's price point
tags: 好观点·好思考 · → daily
<a id="atom-346f20421a809982"></a>🟥 2026-05-26 X·@RobertMSterling · EV设计风格 · 产品发布/竞争格局
the new Ferrari EV looks dumb
tags: 好思考 · → daily
📷 原图
<a id="atom-3e9c050664bc73ea"></a>🟥 2026-05-26 X·@RobertMSterling · 电动车目标客户 · 合作客户/竞争格局
the ideal customer profile for Ferrari is no longer a fourth-generation Italian textile heir or an exited San Francisco tech founder; it’s a 32-year-old Chinese guy stepping into a C-suite role at his dad’s copper foundry
tags: 好思考 · → daily
📷 原图
<a id="atom-586811f325264689"></a>🟥 2026-05-26 X·@pmarca · 新车型设计评价 · 产品发布
The new Ferrari is beautiful for what it is.
tags: 好观点 · → daily

🟦 新闻流 (squawk · 14)

展开新闻流 (FirstSquawk / financialjuice / wallstengine / DeItaone — 快讯, 非原创 take)

<a id="atom-948e291da358d09b"></a>🟦 2026-05-30 X·@FirstSquawk · 新电动车引发意大利焦虑关于Agnelli遗产 · 产品发布
Ferrari’s new EV sparks Italian angst over Agnelli legacy-FT
tags: 好信源 · → daily
<a id="atom-0022f3d7464d0d0c"></a>🟦 2026-05-28 X·@FirstSquawk · CEO claims Luce is unrelated to Chinese EVs or other brands · 产品发布/竞争格局
FERRARI'S CEO CLAIMS LUCE IS UNRELATED TO CHINESE EVS OR OTHER BRANDS.
tags: 好观点·好信源 · → daily
<a id="atom-0a365269a351a460"></a>🟦 2026-05-28 X·@FirstSquawk · CEO陈述媒体对Luce的聚焦可能造成错误印象 · 产品发布/技术路线
FERRARI'S CEO STATED THAT THE STRONG MEDIA FOCUS ON LUCE MAY HAVE GIVEN THE WRONG IMPRESSION THAT IT WILL REPLACE OTHER POWERTRAINS, BUT THAT IS NOT TRUE.
tags: 好信源 · → daily
value: direction=denial
<a id="atom-71e3944a01c510d5"></a>🟦 2026-05-28 X·@DeItaone · 股价下跌 · 价格动态
Ferrari shares fell after criticism of its first EV, the Luce
tags: 好信源 · → daily
value: qty= · date=2026-05-28
<a id="atom-a8e9ae69259aa093"></a>🟦 2026-05-28 X·@DeItaone · 新车发布数量规划 · 路线图
one of 20 launches planned through 2030
tags: 好数字·好信源 · → daily
value: qty=20 · date=2030
<a id="atom-1c08fbb55dc597b9"></a>🟦 2026-05-26 X·@FirstSquawk ⭐ · 股价变化 · 价格动态
FERRARI SHARES DOWN 7% AFTER CO LAUNCHES ITS FIRST EV CAR
tags: 好数字·好信源 · → daily
value: qty=-7%
<a id="atom-fab58eda035393f4"></a>🟦 2026-05-26 X·@wallstengine · 首款全电动车名 · 产品发布
FERRARI UNVEILS LUCE, ITS FIRST FULLY ELECTRIC CAR
tags: 好信源 · → daily
<a id="atom-bd59c77aba03ee73"></a>🟦 2026-05-26 X·@wallstengine · 2030年纯电动车目标占比 · 产品路线图/业绩指引
Ferrari cut its 2030 fully electric target to 20% of the lineup
tags: 好数字·好信源 · → daily
value: qty=20% · date=2030
<a id="atom-ec01ece7dd682929"></a>🟦 2026-05-26 X·@wallstengine · 2030年内燃机车目标占比 · 产品路线图/业绩指引
Ferrari cut its 2030 fully electric target to 20% of the lineup, while keeping combustion cars at roughly 40%.
tags: 好数字·好信源 · → daily
value: qty=40% h · date=2030
<a id="atom-04bdf4b577a71de1"></a>🟦 2026-04-28 X·@wallstengine · 人均市值 · 估值
Both are valued at about $12M in market cap per employee
tags: 好数字 · → daily
value: qty=~$12M
[图: 汽车制造商人均营收与人均市值的对比散点图，展示特斯拉和法拉利在人均市值上的极高溢价 — 特斯拉人均市值: 约 $12M; 法拉利人均市值: 约 $12M; 多数汽车制造商人均市值: 低于 $2M; 特斯拉人均营收: 约 $700k; 法拉利人均营收: 约 $1.5M]
📷 原图
<a id="atom-5bd33441c8aff9ac"></a>🟦 2026-04-28 X·@wallstengine · 人均营收 · 营收
法拉利人均营收: 约 $1.5M
tags: 好数字 · → daily
value: qty=~$1.5M
[图: 汽车制造商人均营收与人均市值的对比散点图，展示特斯拉和法拉利在人均市值上的极高溢价 — 特斯拉人均市值: 约 $12M; 法拉利人均市值: 约 $12M; 多数汽车制造商人均市值: 低于 $2M; 特斯拉人均营收: 约 $700k; 法拉利人均营收: 约 $1.5M]
📷 原图
<a id="atom-af61dc78d86ae8a6"></a>🟦 2026-04-21 X·@DeItaone ⭐ · 电动汽车定价 · 产品发布/价格动态
FERRARI SETS PRICE FOR FIRST ELECTRIC CAR AT ROUGHLY EUR 550,000
tags: 好数字·好信源 · → daily
value: qty=约€550,000 · date=
<a id="atom-f4ded2d221990e39"></a>🟦 2026-04-21 X·@FirstSquawk · 第一辆电动汽车定价 · 产品发布/价格动态
FERRARI SETS PRICE FOR FIRST ELECTRIC CAR AT ROUGHLY EUR 550,000
tags: 好数字 · → daily
value: qty=EUR 550,000 · date=2026-04-21
<a id="atom-f97f55ae57c19953"></a>🟦 2026-04-21 X·@wallstengine · 第一辆电动汽车价格 · 产品发布/价格动态
FERRARI SETS PRICE FOR FIRST ELECTRIC CAR AT ROUGHLY 550,000 EUR (or 648,000 USD)
tags: 好数字 · → daily
value: qty=550,000 EUR · qty2=648,000 USD
📷 原图

⏱ 时间轴 (近 20)

🟦 2026-06-18 · narrative · 要求买家购买Luce以提升等待名单排名 · → daily
🟥 2026-06-07 · narrative · 品牌最大威胁来源 · → daily
🟦 2026-06-04 · fact · 2025年销量 · → daily
🟦 2026-06-04 · fact · 2025年利润 · → daily
🟦 2026-06-04 · fact · 单车利润 · → daily
🟥 2026-06-04 · narrative · 赛事团队定位 · → daily
🟦 2026-06-04 · fact · F1历史参赛奖金 · → daily
🟦 2026-05-30 · narrative · 新电动车引发意大利焦虑关于Agnelli遗产 · → daily
🟦 2026-05-30 · forecast · Luce销售首次购车比例预测 · → daily
🟦 2026-05-30 · fact · 中国市场销售占比 · → daily
🟦 2026-05-30 · forecast · Luce EV first-time buyer sales percentage · → daily
🟦 2026-05-29 · position · Ferrari Luce 预购排期 · → daily
🟦 2026-05-29 · fact · 初EVが電動システムにハルバッハ配列モータを採用 · → daily
🟦 2026-05-28 · fact · CEO claims Luce is unrelated to Chinese EVs or other brands · → daily
🟦 2026-05-28 · narrative · CEO陈述媒体对Luce的聚焦可能造成错误印象 · → daily
🟦 2026-05-28 · fact · CEO defends first EV design · → daily
🟦 2026-05-28 · fact · 股价下跌 · → daily
🟦 2026-05-28 · fact · 新车发布数量规划 · → daily
🟦 2026-05-28 · fact · Search volume for Ferrari on May 25, the day it announced EV · → daily
🟦 2026-05-28 · fact · Search volume for Ferrari on May 26 · → daily

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