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2022-07-21
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Tesla Beats Earnings Estimates Again. But Did It Change Many Minds on Wall Street?<blockquote>特斯拉的盈利再次超出预期。但这改变了华尔街许多人的想法吗？</blockquote>
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But Did It Change Many Minds on Wall Street?<blockquote>特斯拉的盈利再次超出预期。但这改变了华尔街许多人的想法吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2253171478","media":"Barrons","summary":"Al Root \n\n\n Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarter","content":"<p><font class=\"NormalMinus1\" face=\"Arial\"> <pre> Al Root </pre> Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. </p><p><blockquote><font class=\"NormalMinus1\" face=\"Arial\"><pre>根</pre>在电动汽车制造商特斯拉再次超出分析师的季度预期后，该公司股价上涨。但该公司第二季度的表现不足以改变许多人的想法。</font></blockquote></p><p> Higher production and stable demand in the second half of 2022 might help do that. </p><p><blockquote>2022年下半年产量增加和需求稳定可能有助于实现这一目标。</blockquote></p><p> Tesla (ticker: TSLA) reported on Wednesday second-quarter adjusted earnings per share of $2.27. The Wall Street consensus was closer to $1.80 a share. It's the sixth consecutive earnings \"beat\" for the company. </p><p><blockquote>特斯拉（股票代码：TSLA）周三公布第二季度调整后每股收益为2.27美元。华尔街的共识接近每股1.80美元。这是该公司连续第六次盈利“超出预期”。</blockquote></p><p> Investors appeared reasonably happy. Shares are up more than 5% in early treading Thursday, at about $780.50 a share. </p><p><blockquote>投资者似乎相当高兴。周四早盘股价上涨超过5%，至每股780.50美元左右。</blockquote></p><p> Cowen analyst Jeffrey Osborne wasn't quite as impressed, noting in a report Wednesday evening that Tesla reported lower operating expenses and tax rate than he was expecting. Osborne would have preferred better gross margins. </p><p><blockquote>Cowen分析师Jeffrey Osborne对此印象不深，他在周三晚上的一份报告中指出，特斯拉报告的运营费用和税率低于他的预期。奥斯本更喜欢更好的毛利率。</blockquote></p><p> What's more, he sees Tesla stock \"rangebound\" until investors have a better sense that production ramps at the new Berlin and Texas plants are going well. </p><p><blockquote>更重要的是，他认为特斯拉股票将“区间波动”，直到投资者更好地感觉到柏林和德克萨斯新工厂的产量增长进展顺利。</blockquote></p><p> Berenberg analyst Adrian Yanoshik addressed the production ramp in his post-earnings research report. He projects profit margin improvement in the third quarter as output at the new facilities moves higher. </p><p><blockquote>Berenberg分析师Adrian Yanoshik在其财报后研究报告中谈到了产量增长问题。他预计，随着新工厂产量的增加，第三季度利润率将有所改善。</blockquote></p><p> Yanoshik also noted \"stabilized lead times\" for the Model Y. The issue of lead time has been a source of debate among investors and analysts. </p><p><blockquote>Yanoshik还指出Model Y的“交货时间稳定”。交货时间问题一直是投资者和分析师争论的焦点。</blockquote></p><p> Lengthening lead times, even as Tesla has raised prices roughly 25% to 30% so far in 2022, has been taken as a sign that demand for EVs, and Tesla's EVs, remains rock solid. Weakening or stabilized lead times could be a bad sign as the economy slows. </p><p><blockquote>尽管特斯拉在2022年迄今已将价格提高了约25%至30%，但交货时间的延长仍被视为对电动汽车和特斯拉电动汽车的需求仍然坚如磐石的迹象。随着经济放缓，交货时间的减弱或稳定可能是一个坏兆头。</blockquote></p><p> CEO Elon Musk addressed lead time on the company's conference call, noting that Tesla wants lower lead times. He also reiterated his belief that Tesla can sell all the cars it can make for the foreseeable future. Musk doesn't seem worried about demand. </p><p><blockquote>首席执行官Elon Musk在公司电话会议上谈到了交货时间，并指出特斯拉希望缩短交货时间。他还重申了他的信念，即在可预见的未来，特斯拉可以销售其所能生产的所有汽车。马斯克似乎并不担心需求。</blockquote></p><p> RBC analyst Joseph Spak appeared to agree with Musk, writing Wednesday evening that he believes Tesla doesn't have a demand problem. Spak also was encouraged by increasing vehicle supply at Tesla's older plants. </p><p><blockquote>加拿大皇家银行分析师Joseph Spak似乎同意马斯克的观点，他周三晚间写道，他认为特斯拉不存在需求问题。特斯拉老工厂车辆供应的增加也让斯帕克感到鼓舞。</blockquote></p><p> Spak believes Tesla's plant in Fremont, Calif., can produce up to 650,000 vehicles a year, up from a prior estimate of 600,000. He sees the Shanghai facility able to produce about 750,000 units a year. Shanghai produced about 480,000 vehicles in 2021. </p><p><blockquote>Spak认为，特斯拉位于加州Fremont的工厂每年最多可生产65万辆汽车，高于此前估计的60万辆。他预计上海工厂每年能够生产约75万台。上海2021年生产了约48万辆汽车。</blockquote></p><p> Both Yanoshik and Osborne rate Tesla shares at Hold. Osborne has a $733 price target on the stock. Yanoshik's price target is $833. </p><p><blockquote>Yanoshik和Osborne均将特斯拉股票评级为持有。奥斯本对该股的目标价为733美元。Yanoshik的目标价为833美元。</blockquote></p><p> Spak rates shares a Buy. His price target is $1,100. Daiwa analyst Jairam Nathan also rates Tesla stock a Buy. His price target is $800. Nathan, like Spak, focused on production in his post-earnings report. </p><p><blockquote>Spak将股票评级为买入。他的目标价是1,100美元。大和分析师Jairam Nathan也将特斯拉股票评级为买入。他的目标价是800美元。内森和斯帕克一样，在他的财报后报告中专注于生产。</blockquote></p><p> Tesla \"management is hopeful of exiting 2022 at close to 40,000 units/week of total production,\" wrote Nathan. That's works out to roughly 2 million vehicles a year, allowing some time for retooling and vacations. </p><p><blockquote>Nathan写道，特斯拉“管理层希望在2022年退出时总产量接近40,000辆/周”。这相当于每年大约200万辆汽车，留出一些时间进行改装和度假。</blockquote></p><p> Exiting the year at the 2 million unit run-rate would put Tesla on a path to grow volumes at 50% again in 2023. Still, weekly output would need to march higher over the course of 2023. Tesla is expected to deliver about 1.4 million units in 2022 -- 50% more than that is 2.1 million units. </p><p><blockquote>以200万辆的运行速度结束这一年，特斯拉的销量将在2023年再次增长50%。尽管如此，2023年每周产量仍需要提高。特斯拉预计2022年将交付约140万辆，比210万辆高出50%。</blockquote></p><p> Overall, 53% of analysts covering Tesla rate the stock a Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 58%. The average analyst price target on Tesla is about $870 a share. </p><p><blockquote>总体而言，53%的特斯拉分析师将该股评级为买入。标普500股票的平均买入评级比率约为58%。特斯拉分析师的平均目标价约为每股870美元。</blockquote></p><p> Coming into Thursday trading, Tesla stock has fallen about 30% this year, while the S&P 500 and Nasdaq Composite have fallen about 17% and 24%, respectively. </p><p><blockquote>截至周四交易，特斯拉股价今年已下跌约30%，而标普500和纳斯达克综合指数分别下跌约17%和24%。</blockquote></p><p> Write to Al Root at allen.root@dowjones.com </p><p><blockquote>写信给Al Root：allen.root@dowjones.com</blockquote></p><p> <pre> </pre> <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires </p><p><blockquote><pre></pre><a href=\"https://laohu8.com/S/END\">$（结束）$</a>道琼斯通讯社</blockquote></p><p> July 21, 2022 10:16 ET (14:16 GMT) </p><p><blockquote>2022年7月21日美国东部时间10:16（格林威治标准时间14:16）</blockquote></p><p> Copyright (c) 2022 Dow Jones & Company, Inc. </p><p><blockquote>版权所有（c）2022道琼斯公司。</blockquote></p><p> </font></p><p><blockquote></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 Beats Earnings Estimates Again. 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But Did It Change Many Minds on Wall Street?<blockquote>特斯拉的盈利再次超出预期。但这改变了华尔街许多人的想法吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-07-21 18:03</span>\n</p>\n</h4>\n</header>\n<article>\n<p><font class=\"NormalMinus1\" face=\"Arial\"> <pre> Al Root </pre> Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. </p><p><blockquote><font class=\"NormalMinus1\" face=\"Arial\"><pre>根</pre>在电动汽车制造商特斯拉再次超出分析师的季度预期后，该公司股价上涨。但该公司第二季度的表现不足以改变许多人的想法。</font></blockquote></p><p> Higher production and stable demand in the second half of 2022 might help do that. </p><p><blockquote>2022年下半年产量增加和需求稳定可能有助于实现这一目标。</blockquote></p><p> Tesla (ticker: TSLA) reported on Wednesday second-quarter adjusted earnings per share of $2.27. The Wall Street consensus was closer to $1.80 a share. It's the sixth consecutive earnings \"beat\" for the company. </p><p><blockquote>特斯拉（股票代码：TSLA）周三公布第二季度调整后每股收益为2.27美元。华尔街的共识接近每股1.80美元。这是该公司连续第六次盈利“超出预期”。</blockquote></p><p> Investors appeared reasonably happy. Shares are up more than 5% in early treading Thursday, at about $780.50 a share. </p><p><blockquote>投资者似乎相当高兴。周四早盘股价上涨超过5%，至每股780.50美元左右。</blockquote></p><p> Cowen analyst Jeffrey Osborne wasn't quite as impressed, noting in a report Wednesday evening that Tesla reported lower operating expenses and tax rate than he was expecting. Osborne would have preferred better gross margins. </p><p><blockquote>Cowen分析师Jeffrey Osborne对此印象不深，他在周三晚上的一份报告中指出，特斯拉报告的运营费用和税率低于他的预期。奥斯本更喜欢更好的毛利率。</blockquote></p><p> What's more, he sees Tesla stock \"rangebound\" until investors have a better sense that production ramps at the new Berlin and Texas plants are going well. </p><p><blockquote>更重要的是，他认为特斯拉股票将“区间波动”，直到投资者更好地感觉到柏林和德克萨斯新工厂的产量增长进展顺利。</blockquote></p><p> Berenberg analyst Adrian Yanoshik addressed the production ramp in his post-earnings research report. He projects profit margin improvement in the third quarter as output at the new facilities moves higher. </p><p><blockquote>Berenberg分析师Adrian Yanoshik在其财报后研究报告中谈到了产量增长问题。他预计，随着新工厂产量的增加，第三季度利润率将有所改善。</blockquote></p><p> Yanoshik also noted \"stabilized lead times\" for the Model Y. The issue of lead time has been a source of debate among investors and analysts. </p><p><blockquote>Yanoshik还指出Model Y的“交货时间稳定”。交货时间问题一直是投资者和分析师争论的焦点。</blockquote></p><p> Lengthening lead times, even as Tesla has raised prices roughly 25% to 30% so far in 2022, has been taken as a sign that demand for EVs, and Tesla's EVs, remains rock solid. Weakening or stabilized lead times could be a bad sign as the economy slows. </p><p><blockquote>尽管特斯拉在2022年迄今已将价格提高了约25%至30%，但交货时间的延长仍被视为对电动汽车和特斯拉电动汽车的需求仍然坚如磐石的迹象。随着经济放缓，交货时间的减弱或稳定可能是一个坏兆头。</blockquote></p><p> CEO Elon Musk addressed lead time on the company's conference call, noting that Tesla wants lower lead times. He also reiterated his belief that Tesla can sell all the cars it can make for the foreseeable future. Musk doesn't seem worried about demand. </p><p><blockquote>首席执行官Elon Musk在公司电话会议上谈到了交货时间，并指出特斯拉希望缩短交货时间。他还重申了他的信念，即在可预见的未来，特斯拉可以销售其所能生产的所有汽车。马斯克似乎并不担心需求。</blockquote></p><p> RBC analyst Joseph Spak appeared to agree with Musk, writing Wednesday evening that he believes Tesla doesn't have a demand problem. Spak also was encouraged by increasing vehicle supply at Tesla's older plants. </p><p><blockquote>加拿大皇家银行分析师Joseph Spak似乎同意马斯克的观点，他周三晚间写道，他认为特斯拉不存在需求问题。特斯拉老工厂车辆供应的增加也让斯帕克感到鼓舞。</blockquote></p><p> Spak believes Tesla's plant in Fremont, Calif., can produce up to 650,000 vehicles a year, up from a prior estimate of 600,000. He sees the Shanghai facility able to produce about 750,000 units a year. Shanghai produced about 480,000 vehicles in 2021. </p><p><blockquote>Spak认为，特斯拉位于加州Fremont的工厂每年最多可生产65万辆汽车，高于此前估计的60万辆。他预计上海工厂每年能够生产约75万台。上海2021年生产了约48万辆汽车。</blockquote></p><p> Both Yanoshik and Osborne rate Tesla shares at Hold. Osborne has a $733 price target on the stock. Yanoshik's price target is $833. </p><p><blockquote>Yanoshik和Osborne均将特斯拉股票评级为持有。奥斯本对该股的目标价为733美元。Yanoshik的目标价为833美元。</blockquote></p><p> Spak rates shares a Buy. His price target is $1,100. Daiwa analyst Jairam Nathan also rates Tesla stock a Buy. His price target is $800. Nathan, like Spak, focused on production in his post-earnings report. </p><p><blockquote>Spak将股票评级为买入。他的目标价是1,100美元。大和分析师Jairam Nathan也将特斯拉股票评级为买入。他的目标价是800美元。内森和斯帕克一样，在他的财报后报告中专注于生产。</blockquote></p><p> Tesla \"management is hopeful of exiting 2022 at close to 40,000 units/week of total production,\" wrote Nathan. That's works out to roughly 2 million vehicles a year, allowing some time for retooling and vacations. </p><p><blockquote>Nathan写道，特斯拉“管理层希望在2022年退出时总产量接近40,000辆/周”。这相当于每年大约200万辆汽车，留出一些时间进行改装和度假。</blockquote></p><p> Exiting the year at the 2 million unit run-rate would put Tesla on a path to grow volumes at 50% again in 2023. Still, weekly output would need to march higher over the course of 2023. Tesla is expected to deliver about 1.4 million units in 2022 -- 50% more than that is 2.1 million units. </p><p><blockquote>以200万辆的运行速度结束这一年，特斯拉的销量将在2023年再次增长50%。尽管如此，2023年每周产量仍需要提高。特斯拉预计2022年将交付约140万辆，比210万辆高出50%。</blockquote></p><p> Overall, 53% of analysts covering Tesla rate the stock a Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 58%. The average analyst price target on Tesla is about $870 a share. </p><p><blockquote>总体而言，53%的特斯拉分析师将该股评级为买入。标普500股票的平均买入评级比率约为58%。特斯拉分析师的平均目标价约为每股870美元。</blockquote></p><p> Coming into Thursday trading, Tesla stock has fallen about 30% this year, while the S&P 500 and Nasdaq Composite have fallen about 17% and 24%, respectively. </p><p><blockquote>截至周四交易，特斯拉股价今年已下跌约30%，而标普500和纳斯达克综合指数分别下跌约17%和24%。</blockquote></p><p> Write to Al Root at allen.root@dowjones.com </p><p><blockquote>写信给Al Root：allen.root@dowjones.com</blockquote></p><p> <pre> </pre> <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires </p><p><blockquote><pre></pre><a href=\"https://laohu8.com/S/END\">$（结束）$</a>道琼斯通讯社</blockquote></p><p> July 21, 2022 10:16 ET (14:16 GMT) </p><p><blockquote>2022年7月21日美国东部时间10:16（格林威治标准时间14:16）</blockquote></p><p> Copyright (c) 2022 Dow Jones & Company, Inc. </p><p><blockquote>版权所有（c）2022道琼斯公司。</blockquote></p><p> </font></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-earnings-wall-street-analysts-51658390315?mod=hp_LATEST\">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/tesla-earnings-wall-street-analysts-51658390315?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2253171478","content_text":"Al Root \n\n\n Tesla stock is rising after the electric-vehicle manufacturer beat analysts' quarterly estimates again. But the company's second quarter wasn't strong enough to change many minds. \n\n\n Higher production and stable demand in the second half of 2022 might help do that. \n\n\n Tesla (ticker: TSLA) reported on Wednesday second-quarter adjusted earnings per share of $2.27. The Wall Street consensus was closer to $1.80 a share. It's the sixth consecutive earnings \"beat\" for the company. \n\n\n Investors appeared reasonably happy. Shares are up more than 5% in early treading Thursday, at about $780.50 a share. \n\n\n Cowen analyst Jeffrey Osborne wasn't quite as impressed, noting in a report Wednesday evening that Tesla reported lower operating expenses and tax rate than he was expecting. Osborne would have preferred better gross margins. \n\n\n What's more, he sees Tesla stock \"rangebound\" until investors have a better sense that production ramps at the new Berlin and Texas plants are going well. \n\n\n Berenberg analyst Adrian Yanoshik addressed the production ramp in his post-earnings research report. He projects profit margin improvement in the third quarter as output at the new facilities moves higher. \n\n\n Yanoshik also noted \"stabilized lead times\" for the Model Y. The issue of lead time has been a source of debate among investors and analysts. \n\n\n Lengthening lead times, even as Tesla has raised prices roughly 25% to 30% so far in 2022, has been taken as a sign that demand for EVs, and Tesla's EVs, remains rock solid. Weakening or stabilized lead times could be a bad sign as the economy slows. \n\n\n CEO Elon Musk addressed lead time on the company's conference call, noting that Tesla wants lower lead times. He also reiterated his belief that Tesla can sell all the cars it can make for the foreseeable future. Musk doesn't seem worried about demand. \n\n\n RBC analyst Joseph Spak appeared to agree with Musk, writing Wednesday evening that he believes Tesla doesn't have a demand problem. Spak also was encouraged by increasing vehicle supply at Tesla's older plants. \n\n\n Spak believes Tesla's plant in Fremont, Calif., can produce up to 650,000 vehicles a year, up from a prior estimate of 600,000. He sees the Shanghai facility able to produce about 750,000 units a year. Shanghai produced about 480,000 vehicles in 2021. \n\n\n Both Yanoshik and Osborne rate Tesla shares at Hold. Osborne has a $733 price target on the stock. Yanoshik's price target is $833. \n\n\n Spak rates shares a Buy. His price target is $1,100. Daiwa analyst Jairam Nathan also rates Tesla stock a Buy. His price target is $800. Nathan, like Spak, focused on production in his post-earnings report. \n\n\n Tesla \"management is hopeful of exiting 2022 at close to 40,000 units/week of total production,\" wrote Nathan. That's works out to roughly 2 million vehicles a year, allowing some time for retooling and vacations. \n\n\n Exiting the year at the 2 million unit run-rate would put Tesla on a path to grow volumes at 50% again in 2023. Still, weekly output would need to march higher over the course of 2023. Tesla is expected to deliver about 1.4 million units in 2022 -- 50% more than that is 2.1 million units. \n\n\n Overall, 53% of analysts covering Tesla rate the stock a Buy. The average Buy-rating ratio for stocks in the S&P 500 is about 58%. The average analyst price target on Tesla is about $870 a share. \n\n\n Coming into Thursday trading, Tesla stock has fallen about 30% this year, while the S&P 500 and Nasdaq Composite have fallen about 17% and 24%, respectively. \n\n\n Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n July 21, 2022 10:16 ET (14:16 GMT)\n\n\n Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2502,"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":5,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/686528626"}
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