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2021-06-16
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Tesla Going Through A "Rather Dry Spell", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>
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You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</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>Tesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</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\">\nTesla Going Through A \"Rather Dry Spell\", Says Morgan Stanley's Adam Jonas<blockquote>摩根士丹利的 Adam Jonas 表示，特斯拉正在经历一段“相当干燥的时期”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">zerohedge</strong><span class=\"h-time small\">2021-06-15 22:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.</p><p><blockquote>在大多数方面，摩根士丹利的 Adam Jonas 对特斯拉的最新评论大同小异。</blockquote></p><p> You've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...</p><p><blockquote>乔纳斯在笔记的开头说 “让我们从健康的知识诚实开始，作为股票的起点”，然后为他900美元的目标价辩护....</blockquote></p><p> <img src=\"https://static.tigerbbs.com/c9cc9bfba9fba1bf3593b4b6f4e20dbf\" tg-width=\"500\" tg-height=\"198\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> You've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...</p><p><blockquote>你已经得到了你的“天上掉馅饼”式的对SaaS收入流的崇高估计，这个估计并不存在，而且该公司可能甚至没有基础设施……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/e525d8ff30b02cefbdc8daecdcfcca7b\" tg-width=\"500\" tg-height=\"246\" referrerpolicy=\"no-referrer\">You've got your insane valuation for Tesla's insurance business...</p><p><blockquote>你对特斯拉的保险业务有了疯狂的估值……</blockquote></p><p> <img src=\"https://static.tigerbbs.com/67267c0686d45416d0cb73fda3e253c7\" tg-width=\"516\" tg-height=\"648\" referrerpolicy=\"no-referrer\">...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.</p><p><blockquote>......最后，你宣布特斯拉将超额完成自主制作。你知道，因为该公司过去非常擅长处理时间表。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/f7526beef593477f8a494eac3cd07e6f\" tg-width=\"500\" tg-height=\"97\"></p><p><blockquote></blockquote></p><p> All told, it was a pretty standard Adam Jonas ticker tape parade for the company.</p><p><blockquote>总而言之，对于该公司来说，这是一个非常标准的亚当·乔纳斯股票代码磁带游行。</blockquote></p><p> But tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.<b>Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".</b></p><p><blockquote>但在乔纳斯的笔记只能被描述为“无尽的乐观”中，隐藏着分析师提出的一个有趣的观点。<b>也就是说，他似乎暗示首席执行官埃隆·马斯克最近对比特币的痴迷表明特斯拉的基础业务可能正在经历一段“干旱期”。</b></blockquote></p><p> <b>\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?</b>\" Jonas asks toward the beginning of his note.</p><p><blockquote><b>“在过去的几个月里，特斯拉的新客户兴趣主要集中在中国的销售/生产数据和埃隆-马斯克（Elon Musk）关于比特币的推文上。特斯拉-比特币热是否能告诉我们特斯拉情绪的平静？</b>乔纳斯在笔记的开头问道。</blockquote></p><p> He continues:<b>\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.</b>In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"</p><p><blockquote>他继续说道：<b>“你要知道，对于特斯拉来说，这是一个相当枯燥的时期，因为比特币是主要的新故事，也是投资者日复一日讨论的主要推动力。</b>在我们看来，比'解码'特斯拉与比特币的关系更有趣的是，该公司在可再生能源、存储网络和交通运输等其他技术和商业进步领域的发展和新闻实际上是一个'真空'。”</blockquote></p><p> He begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"<b>Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"</b></p><p><blockquote>他不情愿地总结了特斯拉平淡无奇的 Model S Plaid 亮相：“<b>是的，Model S Plaid 的发布很有趣，但推动公司前进的下一个'大'发展在哪里？”</b></blockquote></p><p> The lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.</p><p><blockquote>今天早上早些时候，CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla) 指出了这一点，这些台词甚至引起了 CNBC 的卡尔·昆塔尼拉 (Carl Quintanilla)</blockquote></p><p> <img src=\"https://static.tigerbbs.com/ec9ba5f7279aee4c62994fd1495bdcec\" tg-width=\"507\" tg-height=\"530\">It's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...</p><p><blockquote>有趣的是，乔纳斯的这种程度似乎只是困惑和疲惫。但对于购买特斯拉股票的“老练投资者”来说，这是否会引人注目仍然是另一个问题……</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/tesla-going-through-rather-dry-spell-says-morgan-stanleys-adam-jonas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179958588","content_text":"In most respects, the latest note from Adam Jonas at Morgan Stanley on Tesla has been more of the same.\nYou've got your bona fide comedy, as Jonas starts his note by saying \"Let’s begin with a healthy dose of intellectual honesty on the starting point for the stock,\" before defending his $900 price target on the name...\n\nYou've got your \"pie in the sky\" style lofty estimates about a SaaS revenue stream that doesn't exist and that the company likely doesn't even have the infrastructure for...\nYou've got your insane valuation for Tesla's insurance business...\n...and finally, you've got your proclamation that Tesla is going to exceed its timelines for autonomous productions. You know, because the company has been so masterful with handling timelines in the past.\n\nAll told, it was a pretty standard Adam Jonas ticker tape parade for the company.\nBut tucked into what can only be described as the \"endless optimism\" of Jonas' note was an interesting point that the analyst made.Namely, he appears to make the suggestion that CEO Elon Musk's latest obsession with bitcoin is indicative that Tesla's underlying business could be going through a \"dry spell\".\n\"Over the past couple of months, incoming client interest on Tesla is focused mostly on Chinese sales/production data and Elon Musk’s tweets regarding Bitcoin. Might Tesla-Bitcoin fever may be telling us something about the lull in Tesla sentiment?\" Jonas asks toward the beginning of his note.\nHe continues:\"You just know it’s a rather dry spell for Tesla when Bitcoin is the dominant new story and dominant driver of investor discussion day in, day out.In our opinion, what’s considerably more interesting than ‘decoding’ the TSLA-Bitcoin relationship is the fact that there is a virtual ‘vacuum’ of developments and news related to other areas of technological and commercial progress that the company is involved with on renewable energy, storage networking and transportation.\"\nHe begrudgingly concludes about Tesla's underwhelming Model S Plaid unveil: \"Yes, the Model S Plaid unveil was fun, but where’s the next ‘big’ development to move the company forward?\"\nThe lines even stood out CNBC's Carl Quintanilla who pointed it out early this morning.\nIt's interesting to note this level of what appears to just be bemusement and exhaustion from Jonas. But whether or not it sticks out to the \"sophisticated investors\" buying Tesla stock remains another question...","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":780,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/160175146"}
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