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2021-12-28

Tesla Analyst Says 2022 Could Be An Inflection Point For EV Maker; Sees Capacity Double By End Of Year<blockquote>特斯拉分析师表示，2022年可能是电动汽车制造商的拐点；预计年底产能将翻一番</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696283872,"tweetId":"696283872","gmtCreate":1640702693634,"gmtModify":1640702694079,"author":{"id":3584049778248855,"idStr":"3584049778248855","authorId":3584049778248855,"authorIdStr":"3584049778248855","name":"MuffinsDaddy","avatar":"https://static.tigerbbs.com/29c014d6833d6890a7e317648b998728","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":38,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>K</body></html>","htmlText":"<html><head></head><body>K</body></html>","text":"K","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696283872","repostId":1158199502,"repostType":4,"repost":{"id":"1158199502","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1640684313,"share":"https://www.laohu8.com/m/news/1158199502?lang=zh_CN&edition=full","pubTime":"2021-12-28 17:38","market":"us","language":"en","title":"Tesla Analyst Says 2022 Could Be An Inflection Point For EV Maker; Sees Capacity Double By End Of Year<blockquote>特斯拉分析师表示，2022年可能是电动汽车制造商的拐点；预计年底产能将翻一番</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1158199502","media":"Benzinga","summary":"Tesla Inc is heading into an inflection point next year as it looks to double production capacity to","content":"Tesla Inc&nbsp;is heading into an inflection point next year as it looks to double production capacity to about 2 million units annually with the opening of two new Giga factories by the end of 2022.<blockquote>特斯拉公司明年将进入一个拐点，该公司希望到2022年底开设两家新的超级工厂，将产能翻一番，达到每年约200万辆。</blockquote> <img src=\"https://static.tigerbbs.com/1a282389d9f75c888402719fc93d2598\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><blockquote></blockquote> The Tesla Analyst: Wedbush&nbsp;analyst Daniel Ives has maintained an Outperform rating and a price target of $1,400 a share on the Tesla stock.<blockquote>特斯拉分析师：韦德布什分析师Daniel Ives维持特斯拉股票跑赢大盘的评级和每股1400美元的目标价。</blockquote> The Tesla Thesis:&nbsp;A Tesla bull, Ives, said the&nbsp;Elon&nbsp;Musk-led electric vehicle company has navigated the ongoing chip supply shortages better than all other automakers in the past six months and is well-positioned to leverage that in 2022.<blockquote>特斯拉论文：一个特斯拉的公牛Ives说埃隆 麝香这家以电动汽车为首的公司在过去六个月中比所有其他汽车制造商更好地应对了持续的芯片供应短缺问题，并有能力在2022年利用这一问题。</blockquote> Ives pointed out that the Austin, Texas-based headquarter will further benefit with higher capacity when two of its Giga factories double capacity to nearly 2 million vehicles annually.<blockquote>艾夫斯指出，当其两家超级工厂的产能翻一番，达到每年近200万辆汽车时，位于德克萨斯州奥斯汀的总部将进一步受益于更高的产能。</blockquote> In Berlin, Tesla’s Gigafactory is expected to&nbsp;secure the start of production approval&nbsp;in early 2022. The electric vehicle maker is expected to wrap up construction at Giga Texas by Dec. 31.<blockquote>在柏林，特斯拉的超级工厂预计将于2022年初获得投产批准。这家电动汽车制造商预计将在12月31日之前完成Giga Texas的建设。</blockquote> “Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,” Ives wrote in a note.<blockquote>Ives在一份报告中写道：“目前特斯拉面临着供不应求的严重问题，这个问题现在导致全球不同地区的Model Y和部分Model 3推迟约5-6个月。”</blockquote> “The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.”<blockquote>“缓解这些问题的关键集中在奥斯丁和柏林的关键Giga开业，这将缓解特斯拉在全球的生产瓶颈。”</blockquote> Ives has estimated Tesla still has some red-tape bureaucratic issues to resolve in Berlin before it begins production in the “January/February timeframe.”<blockquote>Ives估计，在“1月/2月时间框架”开始生产之前，特斯拉仍有一些繁文缛节的官僚问题需要在柏林解决。</blockquote> The brokerage&nbsp;has previously estimated EVs will globally represent 10% of autos by 2025&nbsp;and 30% by 2030. According to Ives, China could represent 40% of Tesla’s deliveries next year, or worth $400 per share in 2022.”<blockquote>该券商此前估计，到2025年，电动汽车将占全球汽车的10%，到2030年将占30%。据Ives称，明年中国可能占特斯拉交付量的40%，即2022年每股价值400美元。”</blockquote> Why It Matters:&nbsp;Tesla delivered record third-quarter sales but said it was struggling with chip supplies, forcing its Musk to say the electric vehicle maker does not have a demand problem, but it faces a production ramp-up issue.<blockquote>为什么重要：特斯拉第三季度销量创历史新高，但表示芯片供应陷入困境，迫使其马斯克表示，这家电动汽车制造商不存在需求问题，但面临产量提升问题。</blockquote> Legacy rivals such as&nbsp;Ford Motor Co&nbsp;General Motors Co&nbsp;were forced to halt production this year at various U.S. factories due to the chip crisis.<blockquote>传统竞争对手，例如福特汽车公司 通用汽车公司由于芯片危机，今年美国多家工厂被迫停产。</blockquote> TSLA Price Action:Tesla shares gained 2.5% Monday, closing at $1,093.94 a share.<blockquote>特斯拉价格走势：特斯拉股价周一上涨2.5%，收于每股1,093.94美元。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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 Analyst Says 2022 Could Be An Inflection Point For EV Maker; Sees Capacity Double By End Of Year<blockquote>特斯拉分析师表示，2022年可能是电动汽车制造商的拐点；预计年底产能将翻一番</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nBenzinga \n2021-12-28 17:38\n</div>\n</div>\n</h4>\n</header>\n<article>\nTesla Inc&nbsp;is heading into an inflection point next year as it looks to double production capacity to about 2 million units annually with the opening of two new Giga factories by the end of 2022.<blockquote>特斯拉公司明年将进入一个拐点，该公司希望到2022年底开设两家新的超级工厂，将产能翻一番，达到每年约200万辆。</blockquote> <img src=\"https://static.tigerbbs.com/1a282389d9f75c888402719fc93d2598\" tg-width=\"1200\" tg-height=\"630\" width=\"100%\" height=\"auto\"><blockquote></blockquote> The Tesla Analyst: Wedbush&nbsp;analyst Daniel Ives has maintained an Outperform rating and a price target of $1,400 a share on the Tesla stock.<blockquote>特斯拉分析师：韦德布什分析师Daniel Ives维持特斯拉股票跑赢大盘的评级和每股1400美元的目标价。</blockquote> The Tesla Thesis:&nbsp;A Tesla bull, Ives, said the&nbsp;Elon&nbsp;Musk-led electric vehicle company has navigated the ongoing chip supply shortages better than all other automakers in the past six months and is well-positioned to leverage that in 2022.<blockquote>特斯拉论文：一个特斯拉的公牛Ives说埃隆 麝香这家以电动汽车为首的公司在过去六个月中比所有其他汽车制造商更好地应对了持续的芯片供应短缺问题，并有能力在2022年利用这一问题。</blockquote> Ives pointed out that the Austin, Texas-based headquarter will further benefit with higher capacity when two of its Giga factories double capacity to nearly 2 million vehicles annually.<blockquote>艾夫斯指出，当其两家超级工厂的产能翻一番，达到每年近200万辆汽车时，位于德克萨斯州奥斯汀的总部将进一步受益于更高的产能。</blockquote> In Berlin, Tesla’s Gigafactory is expected to&nbsp;secure the start of production approval&nbsp;in early 2022. The electric vehicle maker is expected to wrap up construction at Giga Texas by Dec. 31.<blockquote>在柏林，特斯拉的超级工厂预计将于2022年初获得投产批准。这家电动汽车制造商预计将在12月31日之前完成Giga Texas的建设。</blockquote> “Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,” Ives wrote in a note.<blockquote>Ives在一份报告中写道：“目前特斯拉面临着供不应求的严重问题，这个问题现在导致全球不同地区的Model Y和部分Model 3推迟约5-6个月。”</blockquote> “The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.”<blockquote>“缓解这些问题的关键集中在奥斯丁和柏林的关键Giga开业，这将缓解特斯拉在全球的生产瓶颈。”</blockquote> Ives has estimated Tesla still has some red-tape bureaucratic issues to resolve in Berlin before it begins production in the “January/February timeframe.”<blockquote>Ives估计，在“1月/2月时间框架”开始生产之前，特斯拉仍有一些繁文缛节的官僚问题需要在柏林解决。</blockquote> The brokerage&nbsp;has previously estimated EVs will globally represent 10% of autos by 2025&nbsp;and 30% by 2030. According to Ives, China could represent 40% of Tesla’s deliveries next year, or worth $400 per share in 2022.”<blockquote>该券商此前估计，到2025年，电动汽车将占全球汽车的10%，到2030年将占30%。据Ives称，明年中国可能占特斯拉交付量的40%，即2022年每股价值400美元。”</blockquote> Why It Matters:&nbsp;Tesla delivered record third-quarter sales but said it was struggling with chip supplies, forcing its Musk to say the electric vehicle maker does not have a demand problem, but it faces a production ramp-up issue.<blockquote>为什么重要：特斯拉第三季度销量创历史新高，但表示芯片供应陷入困境，迫使其马斯克表示，这家电动汽车制造商不存在需求问题，但面临产量提升问题。</blockquote> Legacy rivals such as&nbsp;Ford Motor Co&nbsp;General Motors Co&nbsp;were forced to halt production this year at various U.S. factories due to the chip crisis.<blockquote>传统竞争对手，例如福特汽车公司 通用汽车公司由于芯片危机，今年美国多家工厂被迫停产。</blockquote> TSLA Price Action:Tesla shares gained 2.5% Monday, closing at $1,093.94 a share.<blockquote>特斯拉价格走势：特斯拉股价周一上涨2.5%，收于每股1,093.94美元。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158199502","content_text":"Tesla Inc is heading into an inflection point next year as it looks to double production capacity to about 2 million units annually with the opening of two new Giga factories by the end of 2022.\n\nThe Tesla Analyst: Wedbush analyst Daniel Ives has maintained an Outperform rating and a price target of $1,400 a share on the Tesla stock.\nThe Tesla Thesis: A Tesla bull, Ives, said the Elon Musk-led electric vehicle company has navigated the ongoing chip supply shortages better than all other automakers in the past six months and is well-positioned to leverage that in 2022.\nIves pointed out that the Austin, Texas-based headquarter will further benefit with higher capacity when two of its Giga factories double capacity to nearly 2 million vehicles annually.\nIn Berlin, Tesla’s Gigafactory is expected to secure the start of production approval in early 2022. The electric vehicle maker is expected to wrap up construction at Giga Texas by Dec. 31.\n“Right now Tesla has a high-class problem of demand outstripping supply with this issue now translating into ~5-6 month delays for Model Ys, some Model 3s in different parts of the globe,” Ives wrote in a note.\n“The key to alleviating these issues is centered around the key Giga openings in Austin and Berlin which will alleviate the bottlenecks of production for Tesla globally.”\nIves has estimated Tesla still has some red-tape bureaucratic issues to resolve in Berlin before it begins production in the “January/February timeframe.”\nThe brokerage has previously estimated EVs will globally represent 10% of autos by 2025 and 30% by 2030. According to Ives, China could represent 40% of Tesla’s deliveries next year, or worth $400 per share in 2022.”\nWhy It Matters: Tesla delivered record third-quarter sales but said it was struggling with chip supplies, forcing its Musk to say the electric vehicle maker does not have a demand problem, but it faces a production ramp-up issue.\nLegacy rivals such as Ford Motor Co General Motors Co were forced to halt production this year at various U.S. factories due to the chip crisis.\nTSLA Price Action:Tesla shares gained 2.5% Monday, closing at $1,093.94 a share.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2874,"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":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696283872"}