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2021-02-17
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Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>
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How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575642","media":"Barrons","summary":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese c","content":"<p>Speculation about an all-electric, self-driving car produced by Apple just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>","source":"lsy1601382232898","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>Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</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\">\nApple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果iCar猜测仍在继续。技术和汽车分析师如何看待汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-17 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Speculation about an all-electric, self-driving car produced by Apple just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar引发了许多华尔街研究报告，但关于苹果(AAPL)的加入对全球汽车行业可能意味着什么的确切数据却很少。更重要的是，科技和汽车分析师对苹果汽车的含义有着略有不同的看法。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>去年12月，有关潜在苹果汽车的消息浮出水面。这些报告受到了科技和汽车分析师的重视，因为苹果多年来就有汽车雄心，而且苹果规模巨大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括全球最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车（005380.韩国）、起亚汽车（000270.韩国）以及美国。电动汽车初创公司Canoo(GOEV)在报道中都与苹果有联系。日产是最新一家被联系的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。周二，苹果没有立即对日产的报道发表评论。</blockquote></p><p> Outside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响之外，汽车股并没有对iCar新闻做出真正的反应。狼来了是一个原因：反复的猜测没有任何具体的结果。当然，苹果汽车还需要数年时间——这是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车不重要，或者潜在合作伙伴关系的消息可以打折扣。Wedbush分析师Dan Ives预计将于2021年正式宣布。Ives在周一的一份研究报告中写道：“在这一点上，苹果是否会在未来几年内进入电动汽车竞赛只是一个时间问题，而不是是否会。”他认为苹果有85%的可能性将在三到六个月内宣布这一消息，而评级现代和大众汽车(VOW.Germany)是他与苹果合作的两个首选。</blockquote></p><p> Hyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这就是艾夫斯喜欢现代汽车的原因之一，尽管包括通用汽车(GM)在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车雄心。它还是QuantumScape(QS)的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺成本更低、安全性更好、充电更快、续航里程更长。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要涵盖科技股。他关注苹果，将其股票评级为跑赢大盘，并将其股票目标价定为175美元。他还关注了Telsa股票，评级为持有，目标价为950美元。伯恩斯坦分析师托尼·萨科纳吉(Toni Sacconaghi)也涵盖了这两者。他对苹果股票的评级为持有，目标价为132美元。不过，他更看跌特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年50%的销量增长目标。萨科纳吉在最近的一份研究报告中写道：“汽车市场历来高度分散，具有强大的区域品牌和偏好。”“我们不确定在大规模的新竞争和进入中，市场最终会变得更加整合和/或出现一个巨大的赢家。”</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股的目标价定为180美元，远低于该股的交易价格。</blockquote></p><p> Morgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师Adam Jonas关注的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为880美元。苹果汽车的进入可能会加速电动汽车的渗透，这将使所有电动汽车制造商受益。此外，Jonas在最近的一份研究报告中写道，特斯拉“在苹果可能出现之前，还可以再迭代四五年行业领先的电池技术”。“但在某些时候，今天的电动汽车玩家必须共享沙盒。”</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.</p><p><blockquote>然而，更多的电动汽车玩家并不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas还推荐通用汽车和供应商Aptiv(APTV)的股票来投资电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克也关注汽车股。与Jonas一样，他将通用汽车和Aptiv股票评级为买入，但将特斯拉股票评级为持有。对于斯帕克来说，苹果汽车的出现凸显了汽车制造商以更快的速度适应的必要性。斯帕克在最近的一份研究报告中写道：“否则他们可能会被抛在后面，无论是被苹果还是其他人。”</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎不太相信iCar：它将是一款优质的自动驾驶产品，并将由现有汽车制造商制造。这对苹果股票来说是个好消息，但对现有行业来说可能不会有那么大的颠覆性——初始销量会很小，但会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将推动现有汽车的改进。时间会证明这是否是该行业的发展方式。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎并没有对股市造成太大影响。特斯拉股价周二下跌2.4%。苹果股价下跌1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4\">Barrons</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":{"AAPL":"苹果","TSLA":"特斯拉","GM":"通用汽车"},"source_url":"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575642","content_text":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.\nOutside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.\nThat doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.\nHyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.\nApple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.","news_type":1,"symbols_score_info":{"AAPL":0.9,"TSLA":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":477,"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":16,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":3588471,"commentId":"3588471","gmtCreate":1613545065740,"gmtModify":1613545065740,"authorId":69262229036892,"author":{"id":69262229036892,"idStr":"69262229036892","authorId":69262229036892,"name":"2461fbaf","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":385632319,"objectIdStr":"385632319","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不错","text":"不错","html":"不错","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/385632319"}
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