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2021-04-30
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Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens<blockquote>为什么特斯拉的股票会被“卡住”，直到这两件事之一发生</blockquote>
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Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p><p><blockquote>到目前为止，可乐的配对交易非常有效。自特斯拉于2月8日首次宣布投资比特币以来，特斯拉股价已下跌20.8%，比特币股价上涨17.6%。</blockquote></p><p> On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either <b>Ford Motor Company</b> (NYSE:F) founder Henry Ford or <b>Amazon.com, Inc.</b> (NASDAQ:AMZN) founder Jeff Bezos.</p><p><blockquote>周三，科拉斯表示，马斯克作为颠覆者现在正处于一个临界点，他必须选择走一条类似的道路<b>福特汽车公司</b>（纽约证券交易所代码：F）创始人亨利·福特或<b>亚马逊公司。</b>（纳斯达克：AMZN）创始人杰夫·贝索斯。</blockquote></p><p> Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p><p><blockquote>科拉斯表示，福特实现颠覆和增长的长期道路是几乎完全专注于生产大量经济实惠的汽车，并将利润再投资于他的业务。</blockquote></p><p> Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.</p><p><blockquote>然而，贝佐斯通过选择将亚马逊从电子商务分支到云服务，将亚马逊的估值提升到了目前的1.7万亿美元。</blockquote></p><p> <b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p><p><blockquote><b>前进的两条道路：</b>科拉斯表示，鉴于特斯拉的汽车业务仍处于增长故事的早期阶段，马斯克必须选择要么将特斯拉的所有资源集中在提高产量和销售自动驾驶汽车服务上，要么马斯克必须提出一个新想法来扩大当前的特斯拉牛市论点。</blockquote></p><p> “Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p><p><blockquote>“特斯拉作为一只股票将停留在这里（或更低），直到1）Model 3可以在人口稠密的城市地区自动安全驾驶，例如适用于拼车，或者2）马斯克推出他的Amazon Web Services版本，这是一个利用一些核心竞争力或业务属性的大型可扩展想法，”科拉斯说。</blockquote></p><p> Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p><p><blockquote>科拉斯表示，将特斯拉的现金投资于比特币，然后将其推广给其他公司，作为资产负债表流动性多元化的一种方式，可能是特斯拉的一个推动增长的想法，但目前判断这是否是马斯克的方向还为时过早。去。</blockquote></p><p> <b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p><p><blockquote><b>Benzinga的看法：</b>鉴于比特币近几个月表现不佳，市场显然不认为该股会改变特斯拉的游戏规则。不幸的是，特斯拉可能还需要数年时间才能实现大规模机器人出租车服务，而这种服务的估值远高于该股目前6550亿美元的市值是合理的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens<blockquote>为什么特斯拉的股票会被“卡住”，直到这两件事之一发生</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Tesla's Stock Is 'Stuck' Until One Of These Two Things Happens<blockquote>为什么特斯拉的股票会被“卡住”，直到这两件事之一发生</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-04-30 09:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/4dba9355f3aae16e4c4162642d8a71f3\" tg-width=\"685\" tg-height=\"375\"></p><p><blockquote></blockquote></p><p> Back in February, DataTrek Research co-founder Nicholas Colas examined <b>Tesla Inc</b> (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in <b>Bitcoin</b>(CRYPTO: BTC).</p><p><blockquote>早在二月份，DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)就研究了<b>特斯拉公司</b>（纳斯达克：TSLA）首席执行官Elon Musk决定将特斯拉15亿美元现金投资于<b>比特币</b>（密码：BTC）。</blockquote></p><p> This week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.</p><p><blockquote>本周，Colas重新审视了特斯拉的现状，并表示该股可能会“陷入困境”，直到两种催化剂之一出现。</blockquote></p><p> <b>Pair Trade:</b>In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.</p><p><blockquote><b>配对交易：</b>今年2月，科拉斯表示，马斯克对比特币的投资表明投资者应该考虑做多比特币和做空特斯拉，因为这本质上就是马斯克通过收购比特币而不是将现金投资于特斯拉业务所做的事情。</blockquote></p><p> Cola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.</p><p><blockquote>到目前为止，可乐的配对交易非常有效。自特斯拉于2月8日首次宣布投资比特币以来，特斯拉股价已下跌20.8%，比特币股价上涨17.6%。</blockquote></p><p> On Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either <b>Ford Motor Company</b> (NYSE:F) founder Henry Ford or <b>Amazon.com, Inc.</b> (NASDAQ:AMZN) founder Jeff Bezos.</p><p><blockquote>周三，科拉斯表示，马斯克作为颠覆者现在正处于一个临界点，他必须选择走一条类似的道路<b>福特汽车公司</b>（纽约证券交易所代码：F）创始人亨利·福特或<b>亚马逊公司。</b>（纳斯达克：AMZN）创始人杰夫·贝索斯。</blockquote></p><p> Ford’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.</p><p><blockquote>科拉斯表示，福特实现颠覆和增长的长期道路是几乎完全专注于生产大量经济实惠的汽车，并将利润再投资于他的业务。</blockquote></p><p> Bezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.</p><p><blockquote>然而，贝佐斯通过选择将亚马逊从电子商务分支到云服务，将亚马逊的估值提升到了目前的1.7万亿美元。</blockquote></p><p> <b>Two Paths Forward:</b>Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.</p><p><blockquote><b>前进的两条道路：</b>科拉斯表示，鉴于特斯拉的汽车业务仍处于增长故事的早期阶段，马斯克必须选择要么将特斯拉的所有资源集中在提高产量和销售自动驾驶汽车服务上，要么马斯克必须提出一个新想法来扩大当前的特斯拉牛市论点。</blockquote></p><p> “Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.</p><p><blockquote>“特斯拉作为一只股票将停留在这里（或更低），直到1）Model 3可以在人口稠密的城市地区自动安全驾驶，例如适用于拼车，或者2）马斯克推出他的Amazon Web Services版本，这是一个利用一些核心竞争力或业务属性的大型可扩展想法，”科拉斯说。</blockquote></p><p> Colas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.</p><p><blockquote>科拉斯表示，将特斯拉的现金投资于比特币，然后将其推广给其他公司，作为资产负债表流动性多元化的一种方式，可能是特斯拉的一个推动增长的想法，但目前判断这是否是马斯克的方向还为时过早。去。</blockquote></p><p> <b>Benzinga’s Take:</b>The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. Unfortunately, Tesla may be years away from the type of large-scale robotaxi service that would justify a valuation significantly higher than the stock’s current $655 billion market cap.</p><p><blockquote><b>Benzinga的看法：</b>鉴于比特币近几个月表现不佳，市场显然不认为该股会改变特斯拉的游戏规则。不幸的是，特斯拉可能还需要数年时间才能实现大规模机器人出租车服务，而这种服务的估值远高于该股目前6550亿美元的市值是合理的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/32bbae60446b0e9685c6708826758185\" tg-width=\"1149\" tg-height=\"257\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125129356","content_text":"Back in February, DataTrek Research co-founder Nicholas Colas examined Tesla Inc (NASDAQ:TSLA) CEO Elon Musk’s decision to invest $1.5 billion of Tesla’s cash in Bitcoin(CRYPTO: BTC).\nThis week, Colas revisited Tesla’s current situation and said the stock may be “stuck” until one of two catalysts occur.\nPair Trade:In February, Colas said Musk’s Bitcoin investment was a sign investors should consider going long Bitcoin and short Tesla, since that was essentially what Musk was doing by buying Bitcoin rather than investing that cash in Tesla’s business.\nCola’s pair trade has worked like a charm up to this point. Since Tesla originally announced its Bitcoin investment on Feb. 8, Tesla shares are down 20.8% and Bitcoin prices are up 17.6%.\nOn Wednesday, Colas said Musk is now at a critical point as a disruptor in which he must choose to follow a similar path to either Ford Motor Company (NYSE:F) founder Henry Ford or Amazon.com, Inc. (NASDAQ:AMZN) founder Jeff Bezos.\nFord’s long-term path to disruption and growth was to focus almost exclusively on producing high volumes of affordable cars and reinvesting the profits back into his business, Colas said.\nBezos, however, grew Amazon to its current $1.7 trillion valuation by choosing to branch Amazon out from e-commerce and into cloud services.\nTwo Paths Forward:Given Tesla’s auto business is still in the early stages of its growth story, Colas said Musk must choose to either focus all Tesla’s resources on ramping up production and selling autonomous vehicle services or he must come up with a new idea that will expand the current Tesla bull thesis.\n“Tesla as a stock is stuck here (or lower) until either 1) a Model 3 can drive autonomously and safely in a dense urban area such as would be applicable to ride sharing or 2) Musk comes up with his version of Amazon Web Services, a big scalable idea that leverages some core competency or business attribute,” Colas said.\nColas said investing Tesla’s cash in Bitcoin and then promoting it to other companies as a way to diversify balance sheet liquidity could potentially be a growth-driving idea for Tesla, but it’s too early to tell at this point if that’s the direction Musk is looking to go.\nBenzinga’s Take:The market obviously doesn’t see Bitcoin as a game-changer for Tesla given the stock’s underperformance in recent months. 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