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2021-10-25

Why Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家具有潜在的颠覆性（15,000 美元的电动汽车是原因之一）</blockquote>

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The company is also striving to be the cost leader in EVs, he added.<blockquote>特斯拉论文：Jonas 在一份报告中表示，特斯拉是世界上最有价值、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote> The combination, the analyst said, is potentially disruptive for the legacy players.<blockquote>这位分析师表示，这种合并可能对传统参与者造成破坏性影响。</blockquote> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.<blockquote>Jonas 表示，由于其制造创新、电池创新和规模，特斯拉有望成为电动汽车市场的成本领导者。他补充说，该公司有潜力以 15,000 美元或更低的价格销售汽车，可能在本十年内，如果不是在 2025 年之前的话。</blockquote> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.<blockquote>分析师表示，这种电池虽然无法在 3 秒内行驶 500 英里或从 0 到 60 英里，但可以安全、可靠、易于制造，并且可以提供现成且安全来源的原材料。</blockquote> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.<blockquote>分析师指出，就利润率而言，全球最大、最先进的电动汽车制造商特斯拉也是最赚钱的公司。他说，该公司可能会将这部分利润投资于价格、能力和规模。</blockquote> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.<blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉有能力以最集中的方式引导大量资本。</blockquote> Tesla's credit rating is at parity to that of&nbsp;Ford Motor Company&nbsp;and is slightly below&nbsp;General Motors Corporation, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.<blockquote>特斯拉的信用评级与福特汽车略低于通用汽车公司分析师指出，尽管其市值是通用汽车的 12 倍，是福特的 16 倍。</blockquote> Tesla has the size and scale to operate profitably, Jonas said.<blockquote>乔纳斯说，特斯拉拥有盈利运营的规模和规模。</blockquote> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.<blockquote>Jonas 表示：“虽然我们预计现阶段不会将原始设备制造商垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote> Tesla Price Action:Tesla closed Friday's session at $909.68, up 1.75% for the session.<blockquote>特斯拉价格走势：特斯拉周五收盘价为 909.68 美元，盘中上涨 1.75%。</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\">\nWhy Tesla Is Potentially Disruptive For Legacy Players (A $15,000 EV Is One Of The Reasons)<blockquote>为什么特斯拉对传统玩家具有潜在的颠覆性（15,000 美元的电动汽车是原因之一）</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 Earnings \n2021-10-25 08:11\n</div>\n</div>\n</h4>\n</header>\n<article>\nTesla, Inc.&nbsp;reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.<blockquote>特斯拉公司。周三公布的季度业绩超出预期，摩根士丹利的一位分析师认为，本季度对传统汽车制造商来说是悲观的。</blockquote> The Tesla Analyst:Adam Jonas has an Overweight rating and $900 price target for Tesla shares.<blockquote>特斯拉分析师：Adam Jonas 对特斯拉股票给予跑赢大盘评级和 900 美元的目标价。</blockquote> The Tesla Thesis:Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.<blockquote>特斯拉论文：Jonas 在一份报告中表示，特斯拉是世界上最有价值、利润率最高的大型汽车公司。他补充说，该公司还努力成为电动汽车的成本领导者。</blockquote> The combination, the analyst said, is potentially disruptive for the legacy players.<blockquote>这位分析师表示，这种合并可能对传统参与者造成破坏性影响。</blockquote> Tesla is in a position to be a cost leader in the EV market due to its&nbsp;manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.<blockquote>Jonas 表示，由于其制造创新、电池创新和规模，特斯拉有望成为电动汽车市场的成本领导者。他补充说，该公司有潜力以 15,000 美元或更低的价格销售汽车，可能在本十年内，如果不是在 2025 年之前的话。</blockquote> Such a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds,&nbsp;can be safe, reliable, easy to manufacture, and be supplied with readily available and&nbsp;securely sourced raw materials, the analyst said.<blockquote>分析师表示，这种电池虽然无法在 3 秒内行驶 500 英里或从 0 到 60 英里，但可以安全、可靠、易于制造，并且可以提供现成且安全来源的原材料。</blockquote> Tesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.<blockquote>分析师指出，就利润率而言，全球最大、最先进的电动汽车制造商特斯拉也是最赚钱的公司。他说，该公司可能会将这部分利润投资于价格、能力和规模。</blockquote> The company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.<blockquote>乔纳斯表示，该公司还可以获得资本和人才。这位分析师表示，他认为特斯拉有能力以最集中的方式引导大量资本。</blockquote> Tesla's credit rating is at parity to that of&nbsp;Ford Motor Company&nbsp;and is slightly below&nbsp;General Motors Corporation, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.<blockquote>特斯拉的信用评级与福特汽车略低于通用汽车公司分析师指出，尽管其市值是通用汽车的 12 倍，是福特的 16 倍。</blockquote> Tesla has the size and scale to operate profitably, Jonas said.<blockquote>乔纳斯说，特斯拉拥有盈利运营的规模和规模。</blockquote> \"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.<blockquote>Jonas 表示：“虽然我们预计现阶段不会将原始设备制造商垂直整合到采矿业中，但我们相信，如果特斯拉愿意，它有能力拥有一家矿业公司。”</blockquote> Tesla Price Action:Tesla closed Friday's session at $909.68, up 1.75% for the session.<blockquote>特斯拉价格走势：特斯拉周五收盘价为 909.68 美元，盘中上涨 1.75%。</blockquote>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","F":"福特汽车","GM":"通用汽车"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159806003","content_text":"Tesla, Inc. reported Wednesday forecast-beatingquarterly results,and an analyst at Morgan Stanley thinks the quarter is bearish for legacy automakers.\nThe Tesla Analyst:Adam Jonas has an Overweight rating and $900 price target for Tesla shares.\nThe Tesla Thesis:Tesla is the most valuable and highest margin major car company in the world, Jonas said in a note. The company is also striving to be the cost leader in EVs, he added.\nThe combination, the analyst said, is potentially disruptive for the legacy players.\nTesla is in a position to be a cost leader in the EV market due to its manufacturing innovation,battery innovation and scale, Jonas said. The company has the potential to market a vehicle at a $15,000 price point or less, likely this decade, if not before 2025, he added.\nSuch a battery, though not capable of going 500 miles or from 0 to 60 in less than 3 seconds, can be safe, reliable, easy to manufacture, and be supplied with readily available and securely sourced raw materials, the analyst said.\nTesla, the world's largest and most advanced EV maker, is also the most profitable company, in terms of margins, the analyst noted. The company will likely invest this margin into price, capability and scale, he said.\nThe company also has access to capital and talent, according to Jonas. The analyst said he thinks Tesla is in a position to direct large amounts of capital in the most concentrated ways.\nTesla's credit rating is at parity to that of Ford Motor Company and is slightly below General Motors Corporation, despite a market cap 12 times higher than GM and 16 times higher than Ford, the analyst noted.\nTesla has the size and scale to operate profitably, Jonas said.\n\"While we don't expect vertical integration of OEMs into mining at this stage, we believe Tesla has the ability to own a mining company if it wanted to,\" Jonas said.\nTesla Price Action:Tesla closed Friday's session at $909.68, up 1.75% for the session.","news_type":1,"symbols_score_info":{"F":0.9,"GM":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":969,"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":2,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/858794549"}