Cccccccccccc
2021-10-29
[Call]
[Call]
Forget Hertz. Buy Tesla Stock Because Drivers Don’t Want Other EVs.<blockquote>忘了赫兹吧。购买特斯拉股票,因为司机不想要其他电动汽车。</blockquote>
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
2
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":854700828,"tweetId":"854700828","gmtCreate":1635478341400,"gmtModify":1635478360946,"author":{"id":3578126421270532,"idStr":"3578126421270532","authorId":3578126421270532,"authorIdStr":"3578126421270532","name":"Cccccccccccc","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[Call] </span><span>[Call] </span></p></body></html>","htmlText":"<html><head></head><body><p><span>[Call] </span><span>[Call] </span></p></body></html>","text":"[Call] [Call]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/854700828","repostId":1135646134,"repostType":4,"repost":{"id":"1135646134","kind":"news","pubTimestamp":1635478107,"share":"https://www.laohu8.com/m/news/1135646134?lang=zh_CN&edition=full","pubTime":"2021-10-29 11:28","market":"us","language":"en","title":"Forget Hertz. Buy Tesla Stock Because Drivers Don’t Want Other EVs.<blockquote>忘了赫兹吧。购买特斯拉股票,因为司机不想要其他电动汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135646134","media":"Barrons","summary":"Piper Sandler analyst Alexander Potter has raised his Tesla stock price target, like many others thi","content":"<p>Piper Sandler analyst Alexander Potter has raised his Tesla stock price target, like many others this week. Potter, however, isn’t focused on Tesla’s $4 billion deal with rental car company Hertz,which plans to order 100,000 Teslas by the end of 2022. He sees other, bigger, reasons for increasing Tesla value.</p><p><blockquote>与本周许多其他人一样,Piper Sandler分析师Alexander Potter上调了特斯拉股价目标。然而,波特并没有关注特斯拉与租车公司赫兹40亿美元的交易,赫兹计划在2022年底前订购10万辆特斯拉。他看到了增加特斯拉价值的其他更大的原因。</blockquote></p><p> Potter raised his price target to $1,300 a share from $1,200 in a Wednesday evening report. “Rather than re-hashing the quarter, or ‘piling on’ to the bullishness following a big order from Hertz, we prefer to focus on three other insights that we think are getting overlooked,” he wrote.</p><p><blockquote>波特在周三晚间的报告中将目标价从每股1200美元上调至1300美元。他写道:“我们不是重新讨论本季度,也不是在赫兹获得大订单后‘继续’看涨情绪,而是更愿意关注我们认为被忽视的其他三个见解。”</blockquote></p><p> His three reasons: Sales of EVs from other manufacturers are underperforming, Tesla vehicles are simply very good cars, and Tesla’s deferred revenue will help profit margins.</p><p><blockquote>他的三个理由是:其他制造商的电动汽车销量表现不佳,特斯拉汽车只是非常好的汽车,特斯拉的递延收入将有助于利润率。</blockquote></p><p> The first two factors are most important. “Every [Tesla] bear thesis includes commentary regarding the likely impact of future competition,” writes Potter. But the Volkswagen (VOW.Germany) ID.4 and Ford Motor (F) Mustang Mach E haven’t derailed Tesla sales. “These vehicles have not matched Tesla’s post-launch performance, even though Tesla’s pricing is often higher than peers.”</p><p><blockquote>前两个因素最为重要。“每篇[特斯拉]熊市论文都包含有关未来竞争可能影响的评论,”波特写道。但大众汽车(VOW.Germany)ID.4和福特汽车(F)野马Mach E并没有影响特斯拉的销量。“尽管特斯拉的定价往往高于同行,但这些车辆尚未与特斯拉上市后的表现相匹配。”</blockquote></p><p> Teslas are attractive to buyers, partly because they are solid vehicles. Potter points out that warranty costs are low, while Tesla used car values are also high. That’s partly due to strong demand for EVs, and partly because EVs are turning out to be cheaper to operate than gas-powered vehicles.</p><p><blockquote>特斯拉对买家很有吸引力,部分原因是它们是坚固的车辆。波特指出,保修成本很低,而特斯拉二手车的价值也很高。这部分是由于对电动汽车的强劲需求,部分是因为电动汽车的运营成本比汽油动力汽车更低。</blockquote></p><p> Potter’s new price target is the highest on Wall Street, eclipsing the $1,298 from New Street Research analyst Pierre Ferragu. Tesla stock closed at $1,037.86 on Wednesday. The top 10 Tesla price targets now average about $1,146 a share. The bulls are bullish, while Tesla bears are still bearish: The bottom 10 price targets average about $366 a share.</p><p><blockquote>Potter的新目标价是华尔街最高的,超过了New Street Research分析师Pierre Ferragu的1,298美元。特斯拉股价周三收于1,037.86美元。特斯拉十大目标价目前平均约为每股1,146美元。多头看涨,而特斯拉空头仍然看跌:底部10个目标价平均约为每股366美元。</blockquote></p><p> Bears have been raising price targets, too, following Tesla’s strong deliveries, strong earnings, and the Hertz deal, but have been doing so more slowly than the bulls. Since the end of September, the top 10 price targets are up $132 a share, while the bottom 10 targets have climbed about $89 a share.</p><p><blockquote>在特斯拉强劲的交付量、强劲的盈利以及赫兹交易之后,空头也一直在提高价格目标,但速度比多头慢。自9月底以来,前10名目标价上涨了每股132美元,而后10名目标价上涨了每股约89美元。</blockquote></p><p> Tesla stock rose another 3.8% on Thursday.S&P 500 and Dow Jones Industrial Average futures rose about 1% and 0.7%, respectively. Coming into Thursday, Tesla stock was up about 39% so far in October.</p><p><blockquote>特斯拉股价周四再上涨3.8%。标准普尔500指数和道琼斯工业平均指数期货分别上涨约1%和0.7%。截至周四,特斯拉股价10月份迄今已上涨约39%。</blockquote></p><p> The October jump pushed Tesla past $1 trillion in market capitalization.</p><p><blockquote>10月份的上涨推动特斯拉市值突破1万亿美元。</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>Forget Hertz. Buy Tesla Stock Because Drivers Don’t Want Other EVs.<blockquote>忘了赫兹吧。购买特斯拉股票,因为司机不想要其他电动汽车。</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\">\nForget Hertz. Buy Tesla Stock Because Drivers Don’t Want Other EVs.<blockquote>忘了赫兹吧。购买特斯拉股票,因为司机不想要其他电动汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-29 11:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Piper Sandler analyst Alexander Potter has raised his Tesla stock price target, like many others this week. Potter, however, isn’t focused on Tesla’s $4 billion deal with rental car company Hertz,which plans to order 100,000 Teslas by the end of 2022. He sees other, bigger, reasons for increasing Tesla value.</p><p><blockquote>与本周许多其他人一样,Piper Sandler分析师Alexander Potter上调了特斯拉股价目标。然而,波特并没有关注特斯拉与租车公司赫兹40亿美元的交易,赫兹计划在2022年底前订购10万辆特斯拉。他看到了增加特斯拉价值的其他更大的原因。</blockquote></p><p> Potter raised his price target to $1,300 a share from $1,200 in a Wednesday evening report. “Rather than re-hashing the quarter, or ‘piling on’ to the bullishness following a big order from Hertz, we prefer to focus on three other insights that we think are getting overlooked,” he wrote.</p><p><blockquote>波特在周三晚间的报告中将目标价从每股1200美元上调至1300美元。他写道:“我们不是重新讨论本季度,也不是在赫兹获得大订单后‘继续’看涨情绪,而是更愿意关注我们认为被忽视的其他三个见解。”</blockquote></p><p> His three reasons: Sales of EVs from other manufacturers are underperforming, Tesla vehicles are simply very good cars, and Tesla’s deferred revenue will help profit margins.</p><p><blockquote>他的三个理由是:其他制造商的电动汽车销量表现不佳,特斯拉汽车只是非常好的汽车,特斯拉的递延收入将有助于利润率。</blockquote></p><p> The first two factors are most important. “Every [Tesla] bear thesis includes commentary regarding the likely impact of future competition,” writes Potter. But the Volkswagen (VOW.Germany) ID.4 and Ford Motor (F) Mustang Mach E haven’t derailed Tesla sales. “These vehicles have not matched Tesla’s post-launch performance, even though Tesla’s pricing is often higher than peers.”</p><p><blockquote>前两个因素最为重要。“每篇[特斯拉]熊市论文都包含有关未来竞争可能影响的评论,”波特写道。但大众汽车(VOW.Germany)ID.4和福特汽车(F)野马Mach E并没有影响特斯拉的销量。“尽管特斯拉的定价往往高于同行,但这些车辆尚未与特斯拉上市后的表现相匹配。”</blockquote></p><p> Teslas are attractive to buyers, partly because they are solid vehicles. Potter points out that warranty costs are low, while Tesla used car values are also high. That’s partly due to strong demand for EVs, and partly because EVs are turning out to be cheaper to operate than gas-powered vehicles.</p><p><blockquote>特斯拉对买家很有吸引力,部分原因是它们是坚固的车辆。波特指出,保修成本很低,而特斯拉二手车的价值也很高。这部分是由于对电动汽车的强劲需求,部分是因为电动汽车的运营成本比汽油动力汽车更低。</blockquote></p><p> Potter’s new price target is the highest on Wall Street, eclipsing the $1,298 from New Street Research analyst Pierre Ferragu. Tesla stock closed at $1,037.86 on Wednesday. The top 10 Tesla price targets now average about $1,146 a share. The bulls are bullish, while Tesla bears are still bearish: The bottom 10 price targets average about $366 a share.</p><p><blockquote>Potter的新目标价是华尔街最高的,超过了New Street Research分析师Pierre Ferragu的1,298美元。特斯拉股价周三收于1,037.86美元。特斯拉十大目标价目前平均约为每股1,146美元。多头看涨,而特斯拉空头仍然看跌:底部10个目标价平均约为每股366美元。</blockquote></p><p> Bears have been raising price targets, too, following Tesla’s strong deliveries, strong earnings, and the Hertz deal, but have been doing so more slowly than the bulls. Since the end of September, the top 10 price targets are up $132 a share, while the bottom 10 targets have climbed about $89 a share.</p><p><blockquote>在特斯拉强劲的交付量、强劲的盈利以及赫兹交易之后,空头也一直在提高价格目标,但速度比多头慢。自9月底以来,前10名目标价上涨了每股132美元,而后10名目标价上涨了每股约89美元。</blockquote></p><p> Tesla stock rose another 3.8% on Thursday.S&P 500 and Dow Jones Industrial Average futures rose about 1% and 0.7%, respectively. Coming into Thursday, Tesla stock was up about 39% so far in October.</p><p><blockquote>特斯拉股价周四再上涨3.8%。标准普尔500指数和道琼斯工业平均指数期货分别上涨约1%和0.7%。截至周四,特斯拉股价10月份迄今已上涨约39%。</blockquote></p><p> The October jump pushed Tesla past $1 trillion in market capitalization.</p><p><blockquote>10月份的上涨推动特斯拉市值突破1万亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-hertz-evs-51635429020?mod=hp_DAY_Theme_2_2\">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-stock-hertz-evs-51635429020?mod=hp_DAY_Theme_2_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135646134","content_text":"Piper Sandler analyst Alexander Potter has raised his Tesla stock price target, like many others this week. Potter, however, isn’t focused on Tesla’s $4 billion deal with rental car company Hertz,which plans to order 100,000 Teslas by the end of 2022. He sees other, bigger, reasons for increasing Tesla value.\nPotter raised his price target to $1,300 a share from $1,200 in a Wednesday evening report. “Rather than re-hashing the quarter, or ‘piling on’ to the bullishness following a big order from Hertz, we prefer to focus on three other insights that we think are getting overlooked,” he wrote.\nHis three reasons: Sales of EVs from other manufacturers are underperforming, Tesla vehicles are simply very good cars, and Tesla’s deferred revenue will help profit margins.\nThe first two factors are most important. “Every [Tesla] bear thesis includes commentary regarding the likely impact of future competition,” writes Potter. But the Volkswagen (VOW.Germany) ID.4 and Ford Motor (F) Mustang Mach E haven’t derailed Tesla sales. “These vehicles have not matched Tesla’s post-launch performance, even though Tesla’s pricing is often higher than peers.”\nTeslas are attractive to buyers, partly because they are solid vehicles. Potter points out that warranty costs are low, while Tesla used car values are also high. That’s partly due to strong demand for EVs, and partly because EVs are turning out to be cheaper to operate than gas-powered vehicles.\nPotter’s new price target is the highest on Wall Street, eclipsing the $1,298 from New Street Research analyst Pierre Ferragu. Tesla stock closed at $1,037.86 on Wednesday. The top 10 Tesla price targets now average about $1,146 a share. The bulls are bullish, while Tesla bears are still bearish: The bottom 10 price targets average about $366 a share.\nBears have been raising price targets, too, following Tesla’s strong deliveries, strong earnings, and the Hertz deal, but have been doing so more slowly than the bulls. Since the end of September, the top 10 price targets are up $132 a share, while the bottom 10 targets have climbed about $89 a share.\nTesla stock rose another 3.8% on Thursday.S&P 500 and Dow Jones Industrial Average futures rose about 1% and 0.7%, respectively. Coming into Thursday, Tesla stock was up about 39% so far in October.\nThe October jump pushed Tesla past $1 trillion in market capitalization.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1568,"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":12,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/854700828"}
精彩评论