供应链数据包含三种关系:供应商、客户、竞争对手。下文将以特斯拉(TSLA.US)的供应商为例,说明供应链的数据。

1.供应商关系展示的特斯拉有哪些供应商,发掘受益于特斯拉采购的上市公司,分享成长。特斯拉可能有超过百家的供应商,但这里最多 5 家数据源是 FDS 供应商和若干数据源是 LB 的供应商。其他业务简单的企业或上游企业的供应商可能少于 5 家或无供应商数据,在无披露具体多少家,则取决于数据源提供的数量。
2.业务相关度说明的是这些供应商与特斯拉的关系紧密程度,相关度越高,则特斯拉的采购对该家供应商的影响越大。
3.每个供应商会展示最新一份已发布财报方便投资者可以用供应商最新的财报数据或供应商的竞争对手最新的财报数据,猜测出特斯拉可能的业绩。而这种关系也可反向的,当特斯拉早于某供应商发布最新的财报,可根据特斯拉的财报数据猜测某供应商的可能的业绩。这时候就需要知道该供应商的下一份财报的预计发布日期,而这个信息也会展示出来。

4.客户关系展示的是对特斯拉收入有影响的客户名单,即采购特斯拉产品(或服务)的上市公司,一定程度上,是特斯拉业绩的晴雨表。展示的数量及业务相关度的含义与供应商类似。
5.竞争对手关系展示的是和特斯拉在业务上存在竞争的上市公司,一般是同个行业或是行业不同,但业务有竞争,紧盯这些竞争对手的动态,有助于把握行业的整体趋势,识别机会与威胁。展示的数量及业务相关度的含义与供应商类似。
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