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2021-03-30
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Tesla Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank<blockquote>分析师下调特斯拉股票目标，因为老牌汽车制造商还有更多资金</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":355516560,"tweetId":"355516560","gmtCreate":1617084568950,"gmtModify":1634522735577,"author":{"id":3580175624977136,"idStr":"3580175624977136","authorId":3580175624977136,"authorIdStr":"3580175624977136","name":"Wkjlau","avatar":"https://static.tigerbbs.com/775f2d4a7b3b2c33e2f3240cebbfc2ba","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Nice</p></body></html>","htmlText":"<html><head></head><body><p>Nice</p></body></html>","text":"Nice","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/355516560","repostId":1194072524,"repostType":4,"repost":{"id":"1194072524","kind":"news","pubTimestamp":1617069490,"share":"https://www.laohu8.com/m/news/1194072524?lang=zh_CN&edition=full","pubTime":"2021-03-30 09:58","market":"us","language":"en","title":"Tesla Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank<blockquote>分析师下调特斯拉股票目标，因为老牌汽车制造商还有更多资金</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194072524","media":"BARRON","summary":"Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.Jefferies analystPhilippe Houchoiscut his Tesla stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead,","content":"<p>Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.</p><p><blockquote>在一位前多头下调目标价后，特斯拉股价周一下跌。更重要的是，他提高了传统汽车制造商股票的价格目标。周一的下跌和分析师的转变让看涨特斯拉的投资者想知道发生了什么。</blockquote></p><p>Jefferies analystPhilippe Houchoiscut his Tesla (ticker: TSLA) stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead, according to Houchois. That’s the good news. But Tesla is “no longer unique as an EV play with preferred access to capital.” The path forward is a little harder than before.</p><p><blockquote>Jefferies分析师Philippe Houchois将特斯拉（股票代码：TSLA）股价目标从775美元下调至700美元。这位分析师在周日的报告中写道：“自从我们下调特斯拉评级以来，波动性、比特币和推文带来了噪音，但几乎没有根本性变化。”Houchois表示，未来还有很大的潜力。这是个好消息。但特斯拉“作为一家优先获得资本的电动汽车公司，不再是独一无二的。”前进的道路比以前艰难了一些。</blockquote></p><p>Houchois wasBuy-ratedon Tesla stock up untilDecember, when he downgraded it to Hold with a $650 target price; shares were trading at roughly $550 at the time. It rose to $775 before getting cut Monday.</p><p><blockquote>Houchois一直对特斯拉股票给予买入评级，直到12月，他将其评级下调至持有，目标价为650美元；当时股价约为550美元。周一下调前升至775美元。</blockquote></p><p>Tesla stock is down 2.1% in midday trading. TheS&P 500andDow Jones Industrial Averageare both down about 0.2%.</p><p><blockquote>特斯拉股价午盘下跌2.1%。标准普尔500指数和道琼斯工业平均指数均下跌约0.2%。</blockquote></p><p>In addition to the Tesla price cut, Houchois feels better about the legacy auto makers. He took his price target up on every single one he covers, includingFord Motor(F) andGeneral Motors(GM). His target price for Ford stock goes to $16 from $14. His target for GM stock goes to $62 from $50. Houchois rates GM stock Hold and Ford stock Buy.</p><p><blockquote>除了特斯拉降价之外，Houchois对传统汽车制造商的感觉也更好。他提高了所覆盖的每一家公司的目标价，包括福特汽车（F）和通用汽车（GM）。他对福特股票的目标价从14美元上调至16美元。他对通用汽车股票的目标从50美元上调至62美元。Houchois评级通用汽车股票持有，福特股票买入。</blockquote></p><p>He recognizes some near term challenges such as the global automotive-chip shortage, but also sees lower investment and working capital for the industry in the future. “We also keep in mind the EV transition is a marathon, still without obvious winners and, in our view no winner-take-all.” He sees space for legacy auto makers in an all electric future.</p><p><blockquote>他认识到一些近期挑战，例如全球汽车芯片短缺，但也认为未来该行业的投资和营运资本将会减少。“我们还记住，电动汽车转型是一场马拉松，仍然没有明显的赢家，而且在我们看来，没有赢家通吃。”他看到了传统汽车制造商在全电动未来的空间。</blockquote></p><p>The target-price bumps, however, aren’t helping either legacy auto-maker stock though. Both Ford and GM shares are down about 1% in Monday trading.</p><p><blockquote>然而，目标价的上涨并没有帮助传统汽车制造商的股票。福特和通用汽车股价在周一交易中均下跌约1%。</blockquote></p><p>Ford and GM stocks are still up more than 30% year to date. Tesla stock is down on the year and Monday’s loss for adds to recent investor pain. Shares are down almost 33% from its 52-week high. It’s tough to pin the drop on one issue. Several factors appears to be roiling the EV space right now.</p><p><blockquote>福特和通用汽车的股价今年迄今仍上涨了30%以上。特斯拉股价今年以来一直下跌，周一的下跌加剧了投资者近期的痛苦。股价较52周高点下跌近33%。很难将下降归咎于一个问题。目前，有几个因素似乎正在扰乱电动汽车领域。</blockquote></p><p>Friday, there was anannouncementbyNIO(NIO) that first-quarter sales and production would fall short of management’s original guidance, sending its U.S. listed ADRs down 4.8%. NIO cited the global automotive semiconductor shortage. The chip shortage has impacted everyone. GM and Ford have both called the issue abillion-dollar headwindto 2021 profits.</p><p><blockquote>周五，蔚来汽车（蔚来）宣布第一季度销量和产量将低于管理层最初的指引，导致其在美国上市的美国存托凭证下跌4.8%。蔚来列举了全球汽车半导体短缺的问题。芯片短缺影响了所有人。通用汽车和福特都称这一问题将给2021年的利润带来数十亿美元的阻力。</blockquote></p><p>Rising interest rates have been a problem, too.Higher ratesimpact high-growth companies two main ways. They make it more expensive to finance growth. Second, high-growth companies generate most of their free cash flow far in the future. That future cash, and potential dividends, are worth less, relatively speaking, when investors can earn higher yields on their capital today.</p><p><blockquote>利率上升也是一个问题。较高的利率主要通过两种方式影响高增长公司。它们使得增长融资成本更高。其次，高增长公司的大部分自由现金流是在遥远的未来产生的。相对而言，当投资者今天可以获得更高的资本收益率时，未来现金和潜在股息的价值就会降低。</blockquote></p><p>Tesla is a high-growth stock. Analysts expect sales to grow about 55% year over year in 2021.</p><p><blockquote>特斯拉是一只高增长股票。分析师预计2021年销售额将同比增长约55%。</blockquote></p><p>The next catalyst for Tesla stock might be first-quarter deliveries. There is no fixed date for a delivery update, but typically it comes out in the first few days of a new quarter. Delivery estimates have been coming down, from about 180,000 to 165,000 vehicles, because of the microchip shortage issue impacting the entire sector.</p><p><blockquote>特斯拉股票的下一个催化剂可能是第一季度的交付量。交付更新没有固定日期，但通常会在新季度的头几天发布。由于微芯片短缺问题影响了整个行业，交付量估计一直在下降，从约180,000辆降至165,000辆。</blockquote></p><p></p>","source":"lsy1610680873436","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 Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank<blockquote>分析师下调特斯拉股票目标，因为老牌汽车制造商还有更多资金</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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 Stock Target Cut by Analyst Because Old Auto Makers Have More in the Tank<blockquote>分析师下调特斯拉股票目标，因为老牌汽车制造商还有更多资金</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">BARRON</strong><span class=\"h-time small\">2021-03-30 09:58</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.</p><p><blockquote>在一位前多头下调目标价后，特斯拉股价周一下跌。更重要的是，他提高了传统汽车制造商股票的价格目标。周一的下跌和分析师的转变让看涨特斯拉的投资者想知道发生了什么。</blockquote></p><p>Jefferies analystPhilippe Houchoiscut his Tesla (ticker: TSLA) stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead, according to Houchois. That’s the good news. But Tesla is “no longer unique as an EV play with preferred access to capital.” The path forward is a little harder than before.</p><p><blockquote>Jefferies分析师Philippe Houchois将特斯拉（股票代码：TSLA）股价目标从775美元下调至700美元。这位分析师在周日的报告中写道：“自从我们下调特斯拉评级以来，波动性、比特币和推文带来了噪音，但几乎没有根本性变化。”Houchois表示，未来还有很大的潜力。这是个好消息。但特斯拉“作为一家优先获得资本的电动汽车公司，不再是独一无二的。”前进的道路比以前艰难了一些。</blockquote></p><p>Houchois wasBuy-ratedon Tesla stock up untilDecember, when he downgraded it to Hold with a $650 target price; shares were trading at roughly $550 at the time. It rose to $775 before getting cut Monday.</p><p><blockquote>Houchois一直对特斯拉股票给予买入评级，直到12月，他将其评级下调至持有，目标价为650美元；当时股价约为550美元。周一下调前升至775美元。</blockquote></p><p>Tesla stock is down 2.1% in midday trading. TheS&P 500andDow Jones Industrial Averageare both down about 0.2%.</p><p><blockquote>特斯拉股价午盘下跌2.1%。标准普尔500指数和道琼斯工业平均指数均下跌约0.2%。</blockquote></p><p>In addition to the Tesla price cut, Houchois feels better about the legacy auto makers. He took his price target up on every single one he covers, includingFord Motor(F) andGeneral Motors(GM). His target price for Ford stock goes to $16 from $14. His target for GM stock goes to $62 from $50. Houchois rates GM stock Hold and Ford stock Buy.</p><p><blockquote>除了特斯拉降价之外，Houchois对传统汽车制造商的感觉也更好。他提高了所覆盖的每一家公司的目标价，包括福特汽车（F）和通用汽车（GM）。他对福特股票的目标价从14美元上调至16美元。他对通用汽车股票的目标从50美元上调至62美元。Houchois评级通用汽车股票持有，福特股票买入。</blockquote></p><p>He recognizes some near term challenges such as the global automotive-chip shortage, but also sees lower investment and working capital for the industry in the future. “We also keep in mind the EV transition is a marathon, still without obvious winners and, in our view no winner-take-all.” He sees space for legacy auto makers in an all electric future.</p><p><blockquote>他认识到一些近期挑战，例如全球汽车芯片短缺，但也认为未来该行业的投资和营运资本将会减少。“我们还记住，电动汽车转型是一场马拉松，仍然没有明显的赢家，而且在我们看来，没有赢家通吃。”他看到了传统汽车制造商在全电动未来的空间。</blockquote></p><p>The target-price bumps, however, aren’t helping either legacy auto-maker stock though. Both Ford and GM shares are down about 1% in Monday trading.</p><p><blockquote>然而，目标价的上涨并没有帮助传统汽车制造商的股票。福特和通用汽车股价在周一交易中均下跌约1%。</blockquote></p><p>Ford and GM stocks are still up more than 30% year to date. Tesla stock is down on the year and Monday’s loss for adds to recent investor pain. Shares are down almost 33% from its 52-week high. It’s tough to pin the drop on one issue. Several factors appears to be roiling the EV space right now.</p><p><blockquote>福特和通用汽车的股价今年迄今仍上涨了30%以上。特斯拉股价今年以来一直下跌，周一的下跌加剧了投资者近期的痛苦。股价较52周高点下跌近33%。很难将下降归咎于一个问题。目前，有几个因素似乎正在扰乱电动汽车领域。</blockquote></p><p>Friday, there was anannouncementbyNIO(NIO) that first-quarter sales and production would fall short of management’s original guidance, sending its U.S. listed ADRs down 4.8%. NIO cited the global automotive semiconductor shortage. The chip shortage has impacted everyone. GM and Ford have both called the issue abillion-dollar headwindto 2021 profits.</p><p><blockquote>周五，蔚来汽车（蔚来）宣布第一季度销量和产量将低于管理层最初的指引，导致其在美国上市的美国存托凭证下跌4.8%。蔚来列举了全球汽车半导体短缺的问题。芯片短缺影响了所有人。通用汽车和福特都称这一问题将给2021年的利润带来数十亿美元的阻力。</blockquote></p><p>Rising interest rates have been a problem, too.Higher ratesimpact high-growth companies two main ways. They make it more expensive to finance growth. Second, high-growth companies generate most of their free cash flow far in the future. That future cash, and potential dividends, are worth less, relatively speaking, when investors can earn higher yields on their capital today.</p><p><blockquote>利率上升也是一个问题。较高的利率主要通过两种方式影响高增长公司。它们使得增长融资成本更高。其次，高增长公司的大部分自由现金流是在遥远的未来产生的。相对而言，当投资者今天可以获得更高的资本收益率时，未来现金和潜在股息的价值就会降低。</blockquote></p><p>Tesla is a high-growth stock. Analysts expect sales to grow about 55% year over year in 2021.</p><p><blockquote>特斯拉是一只高增长股票。分析师预计2021年销售额将同比增长约55%。</blockquote></p><p>The next catalyst for Tesla stock might be first-quarter deliveries. There is no fixed date for a delivery update, but typically it comes out in the first few days of a new quarter. Delivery estimates have been coming down, from about 180,000 to 165,000 vehicles, because of the microchip shortage issue impacting the entire sector.</p><p><blockquote>特斯拉股票的下一个催化剂可能是第一季度的交付量。交付更新没有固定日期，但通常会在新季度的头几天发布。由于微芯片短缺问题影响了整个行业，交付量估计一直在下降，从约180,000辆降至165,000辆。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-target-cut-by-analyst-because-old-auto-makers-have-more-in-the-tank-51617034466?siteid=yhoof2\">BARRON</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":"https://static.tigerbbs.com/f76b3cc53dd60ecb6eab407da188d689","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-target-cut-by-analyst-because-old-auto-makers-have-more-in-the-tank-51617034466?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194072524","content_text":"Teslastock isdroppingin Monday trading after a former bull trimmed hisprice target. What’s more, he’sraised price targetson the legacyauto makerstocks. The Monday dip and analyst flip is leaving bullish Tesla investors wondering what is up.Jefferies analystPhilippe Houchoiscut his Tesla (ticker: TSLA) stock-price target to $700 from $775. “Volatility, Bitcoin, and tweets brought noise but little fundamental change since we downgraded Tesla,” wrote the analyst in a Sunday report. There is much potential ahead, according to Houchois. That’s the good news. But Tesla is “no longer unique as an EV play with preferred access to capital.” The path forward is a little harder than before.Houchois wasBuy-ratedon Tesla stock up untilDecember, when he downgraded it to Hold with a $650 target price; shares were trading at roughly $550 at the time. It rose to $775 before getting cut Monday.Tesla stock is down 2.1% in midday trading. TheS&P 500andDow Jones Industrial Averageare both down about 0.2%.In addition to the Tesla price cut, Houchois feels better about the legacy auto makers. He took his price target up on every single one he covers, includingFord Motor(F) andGeneral Motors(GM). His target price for Ford stock goes to $16 from $14. His target for GM stock goes to $62 from $50. Houchois rates GM stock Hold and Ford stock Buy.He recognizes some near term challenges such as the global automotive-chip shortage, but also sees lower investment and working capital for the industry in the future. “We also keep in mind the EV transition is a marathon, still without obvious winners and, in our view no winner-take-all.” He sees space for legacy auto makers in an all electric future.The target-price bumps, however, aren’t helping either legacy auto-maker stock though. Both Ford and GM shares are down about 1% in Monday trading.Ford and GM stocks are still up more than 30% year to date. Tesla stock is down on the year and Monday’s loss for adds to recent investor pain. Shares are down almost 33% from its 52-week high. It’s tough to pin the drop on one issue. Several factors appears to be roiling the EV space right now.Friday, there was anannouncementbyNIO(NIO) that first-quarter sales and production would fall short of management’s original guidance, sending its U.S. listed ADRs down 4.8%. NIO cited the global automotive semiconductor shortage. The chip shortage has impacted everyone. GM and Ford have both called the issue abillion-dollar headwindto 2021 profits.Rising interest rates have been a problem, too.Higher ratesimpact high-growth companies two main ways. They make it more expensive to finance growth. Second, high-growth companies generate most of their free cash flow far in the future. That future cash, and potential dividends, are worth less, relatively speaking, when investors can earn higher yields on their capital today.Tesla is a high-growth stock. Analysts expect sales to grow about 55% year over year in 2021.The next catalyst for Tesla stock might be first-quarter deliveries. There is no fixed date for a delivery update, but typically it comes out in the first few days of a new quarter. Delivery estimates have been coming down, from about 180,000 to 165,000 vehicles, because of the microchip shortage issue impacting the entire sector.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1780,"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,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/355516560"}
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