Kyeno
2021-11-29
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Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的埃隆-马斯克又发了一封电子邮件。这对第四季度收益意味着什么。</blockquote>
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What it means for fourth-quarter earnings.<blockquote>特斯拉的埃隆-马斯克又发了一封电子邮件。这对第四季度收益意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129736600","media":"Barrons","summary":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cyc","content":"<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官埃隆-马斯克（Elon Musk）在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地支出，以满足季度末的交付高峰。这个理由似乎是合理的，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望最大限度地降低第四季度交付的成本。他认为特斯拉（股票代码：TSLA）没有理由在任何一个季度的几周内超支，结果却在下一个季度的前几周看到交付量暴跌。这不是工作或消费的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>“从六个月的时间来看，我们不会有任何额外的汽车，但在每个季度的最后两周，我们会花很多额外的钱和精疲力竭来加快交付速度，”邮件中写道。“现在是开始缩小浪潮规模，以实现更稳定、更高效的交付速度的最佳时机”。</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>现在可能是合适的时机，因为特斯拉正在从两家生产汽车的工厂增加到四家工厂。更大的装配能力可能会使未来几个季度的交付速度更容易管理。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要高交付量和高收益。当第四季度交付在新年伊始公布时，打破季度末大量交付的模式可能会导致一些不必要的股票波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克还是很早就设定了预期，如果交付模式像马斯克建议的那样得到平滑，这一变化应该会产生一个季度的影响。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真的认为这一变化会导致糟糕的交付数据或令人失望的盈利。马斯克可能决定发送这封电子邮件，因为交付数字看起来很可靠。就是没办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少汽车交付支出，汽车利润率也有可能提高。当特斯拉在 2022 年 1 月底左右公布季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付 266,000 辆汽车。这将创下纪录，使 2021 年全年交付量略低于 90 万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的发送电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，较新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.</p><p><blockquote>进入周一交易，特斯拉股价今年迄今已上涨约 53%，好于标普500和道琼斯工业平均指数分别 22% 和 14% 的可比回报率。</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>Tesla’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的埃隆-马斯克又发了一封电子邮件。这对第四季度收益意味着什么。</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’s Elon Musk sends another email. What it means for fourth-quarter earnings.<blockquote>特斯拉的埃隆-马斯克又发了一封电子邮件。这对第四季度收益意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 09:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.</p><p><blockquote>特斯拉首席执行官埃隆-马斯克（Elon Musk）在最近的一封电子邮件中警告员工，这家电动汽车制造商不应该在今年最后几周不负责任地支出，以满足季度末的交付高峰。这个理由似乎是合理的，即使他的看涨期权可能会惹恼投资者。</blockquote></p><p> Musk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.</p><p><blockquote>马斯克希望最大限度地降低第四季度交付的成本。他认为特斯拉（股票代码：TSLA）没有理由在任何一个季度的几周内超支，结果却在下一个季度的前几周看到交付量暴跌。这不是工作或消费的最佳周期。</blockquote></p><p> “Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”</p><p><blockquote>“从六个月的时间来看，我们不会有任何额外的汽车，但在每个季度的最后两周，我们会花很多额外的钱和精疲力竭来加快交付速度，”邮件中写道。“现在是开始缩小浪潮规模，以实现更稳定、更高效的交付速度的最佳时机”。</blockquote></p><p> It might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.</p><p><blockquote>现在可能是合适的时机，因为特斯拉正在从两家生产汽车的工厂增加到四家工厂。更大的装配能力可能会使未来几个季度的交付速度更容易管理。</blockquote></p><p> Investors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.</p><p><blockquote>当然，投资者想要高交付量和高收益。当第四季度交付在新年伊始公布时，打破季度末大量交付的模式可能会导致一些不必要的股票波动。</blockquote></p><p> Still, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.</p><p><blockquote>尽管如此，马斯克还是很早就设定了预期，如果交付模式像马斯克建议的那样得到平滑，这一变化应该会产生一个季度的影响。</blockquote></p><p> What’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.</p><p><blockquote>更重要的是，投资者不能真的认为这一变化会导致糟糕的交付数据或令人失望的盈利。马斯克可能决定发送这封电子邮件，因为交付数字看起来很可靠。就是没办法知道。特斯拉周日没有回应置评请求。</blockquote></p><p> It’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.</p><p><blockquote>如果特斯拉减少汽车交付支出，汽车利润率也有可能提高。当特斯拉在 2022 年 1 月底左右公布季度收益时，这将是值得关注的事情。</blockquote></p><p> Wall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.</p><p><blockquote>华尔街预计第四季度交付 266,000 辆汽车。这将创下纪录，使 2021 年全年交付量略低于 90 万辆。特斯拉在2020年交付了约50万辆汽车。</blockquote></p><p> The recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.</p><p><blockquote>在最近的发送电子邮件之前，马斯克向经理们发送了另一封电子邮件，详细说明了他希望经理们如何对他的评论做出反应。马斯克在信中表示，经理们可以要求澄清他的书面指示等。然而，较新的电子邮件似乎很清楚。</blockquote></p><p> Coming into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.</p><p><blockquote>进入周一交易，特斯拉股价今年迄今已上涨约 53%，好于标普500和道琼斯工业平均指数分别 22% 和 14% 的可比回报率。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1\">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":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/teslas-elon-musk-email-what-it-means-51638119355?mod=hp_DAY_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129736600","content_text":"Tesla CEO Elon Musk warned employees in a recent email the electric vehicle maker shouldn’t be spending irresponsibly in the final weeks of the year to meet a quarter-end delivery rush. The reason seems sensible, even if his call might vex investors.\nMusk wants to minimize the cost of fourth quarter deliveries. He doesn’t see a reason for Tesla (ticker: TSLA) to overspend for a few weeks of any quarter only to see deliveries numbers crash in the first few weeks of the following quarter. It isn’t an optimal cycle for work or spending.\n“Looked at over a six month period, we won’t have any extra cars, but we would have spent a lot of extra money and burned ourselves out to accelerate deliveries in the last two weeks of each quarter,” reads the email. “This is [the] right time to start reducing the size of the wave in favor of a steadier and more efficient pace of deliveries.”\nIt might be the right time because Tesla is going from having two plants producing cars to four plants. More assembly capacity might make it easier to manage the pace of deliveries in coming quarters.\nInvestors, of course, want big delivery numbers and big earnings. And breaking the pattern of big end-of-quarter deliveries could cause some unwanted stock volatility when fourth quarter deliveries are reported in the early days of the new year.\nStill, Musk is setting expectations early and the change should be a one quarter impact — if the delivery pattern is smoothed out like Musk suggests.\nWhat’s more, investors can’t really assume the change will lead to bad delivery numbers or disappointing earnings. Musk might have decided to send the email because delivery numbers are looking solid. There is just no way to know. Tesla didn’t respond to a request for comment on Sunday.\nIt’s also possible that automotive profit margins will improve if Tesla is spending less to deliver vehicles. That will be something to watch for when Tesla reports forth quarter earnings around the end of January 2022.\nWall Street is looking for 266,000 vehicles delivered for the fourth quarter. That would be a record and bring full year 2021 deliveries to just less than 900,000. Tesla delivered about 500,000 vehicles in 2020.\nThe recent delivery email follows after another email sent by Musk to managers that detailed how he expects managers to react to his comments. In it Musk said managers could request clarification of his written instructions, among other things. The newer email, however, seems clear.\nComing into Monday trading, Tesla stock is up about 53% year to date, better than the 22% and 14% comparable, respective returns of the S&P 500 and Dow Jones Industrial Average.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1053,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":3,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600704643"}
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