画饼仙人马斯克
07-10
姑且不论为什么能进七巨头里。七巨头里最昂贵业绩最差的公司。还有成长型公司的年成长只有个位数？哪里抛售过头了，还不够！
抛售过头了！华尔街多头力证：特斯拉被严重错杀
加拿大皇家银行资本市场分析师对特斯拉股票抛售的分析
加拿大皇家银行资本市场的一位分析师表示，尽管存在挑战和负面信号，但特斯拉(TSLA)股票的抛售还是过度了。该分析师建议投资者在今年特斯拉股票面临压力的情况下保持冷静，不要恐慌。
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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leedong
07-10
leedong
万年不变专业唱空忠实粉丝 [弱]
画饼仙人马斯克
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[弱][弱]你可以用有利证据反驳我说的
什么也没有了～
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15:02","market":"us","language":"zh","title":"抛售过头了！华尔街多头力证：特斯拉被严重错杀","url":"https://stock-news.laohu8.com/highlight/detail?id=2550138106","media":"智通财经","summary":"智通财经APP获悉，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。特斯拉近期的财务数据也未能提振市场情绪。","content":"<html><head></head><body><p>7月10日，今年以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价持续承压，但有一位分析师建议投资者不妨冷静看待。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81b152dcc045b4af9773626c08e9dc8d\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。</p><p>Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”</p><p>RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。</p><p>Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。</p><p>今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。</p><p>特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。</p><p>即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。</p><p>Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper Sandler分析师近期也将特斯拉称为“汽车行业最具变革性的公司”，并指出从长远来看，该公司“可能会获胜”。</p><p>尽管如此，RBC仍指出了多项风险，包括盈利波动、成本通胀及供应链问题。该行还提到，特斯拉的业务具有“周期性”，易受整体经济放缓的影响，尤其是在利率上升或地缘政治冲击抑制消费者支出的情况下。</p><p>当然，还有马斯克的因素。这位特斯拉首席执行官因在网上发表政治及分裂性言论而受到新的审视，引发了人们对公司治理及长期品牌实力的质疑。这种不确定性仍是投资者面临的一大变数。就目前而言，加拿大皇家银行的立场坚定。</p><p>Narayan指出：“由于时间安排及各种生产问题，公司业绩及季度财报可能不稳定，这可能导致股价波动。但无论如何，特斯拉是一家成长型公司。”</p></body></html>","source":"stock_zhitongcaijing","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>抛售过头了！华尔街多头力证：特斯拉被严重错杀</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1316132.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4511":"特斯拉概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4516":"特朗普概念","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316132.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550138106","content_text":"7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较英伟达(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper Sandler分析师近期也将特斯拉称为“汽车行业最具变革性的公司”，并指出从长远来看，该公司“可能会获胜”。尽管如此，RBC仍指出了多项风险，包括盈利波动、成本通胀及供应链问题。该行还提到，特斯拉的业务具有“周期性”，易受整体经济放缓的影响，尤其是在利率上升或地缘政治冲击抑制消费者支出的情况下。当然，还有马斯克的因素。这位特斯拉首席执行官因在网上发表政治及分裂性言论而受到新的审视，引发了人们对公司治理及长期品牌实力的质疑。这种不确定性仍是投资者面临的一大变数。就目前而言，加拿大皇家银行的立场坚定。Narayan指出：“由于时间安排及各种生产问题，公司业绩及季度财报可能不稳定，这可能导致股价波动。但无论如何，特斯拉是一家成长型公司。”","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1295,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["XMAG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":111,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":455130753491504,"commentId":"455130753491504","gmtCreate":1752147401486,"gmtModify":1752147405140,"authorId":3442482768223390,"author":{"id":3442482768223390,"idStr":"3442482768223390","authorId":3442482768223390,"name":"leedong","avatar":"https://static.tigerbbs.com/ea86d0752934a725ad9a386538631843","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":455132317290536,"objectIdStr":"455132317290536","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"万年不变专业唱空忠实粉丝 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