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2021-10-20
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Tesla Will Probably Beat Earnings Estimates. Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>
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Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1110877432","media":"Barrons","summary":"Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive t","content":"<p>Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.</p><p><blockquote>特斯拉周三将轻松超出盈利预期。但这种打击可能不足以推高股价。</blockquote></p><p> For the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.</p><p><blockquote>华尔街预计第三季度每股收益为 1.54 美元，销售额为 137 亿美元。第二季度，特斯拉的销售额为 120 亿美元，每股收益为 1.45 美元。华尔街预计，该公司将在17亿美元的销售额中多赚一毛钱。</blockquote></p><p> Investors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.</p><p><blockquote>然而，投资者需要为沙袋做好准备——当一家公司的指导价较低，然后超出预期时。这通常是件好事。然而，特斯拉并没有提供指导，因此投资者只能依靠华尔街的估计来判断该公司是 “超越 ”还是 “错过 ”。这一次，分析师的估计看起来太低了，这造成了财报后向意想不到的方向疯狂交易的可能性。</blockquote></p><p> Things should be better than analysts project. Tesla delivered a record 241,300 vehicles in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.</p><p><blockquote>事情应该比分析师预测的要好。特斯拉第三季度交付了创纪录的 241,300 辆汽车，高于第二季度的 201,250 辆。增加了 20%。特斯拉第二季度每辆车的平均价格约为 4.9 万美元，虽然这个数字可能会发生变化，但增加 4 万辆汽车很容易意味着销售额增加约 20 亿美元。</blockquote></p><p> Wall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.</p><p><blockquote>华尔街还预计特斯拉的盈利能力将下降。毛利率预计略低于 24%，而第二季度略高于 24%。这可能是保守的，就像销售预测一样。由于全球供应链问题，整个汽车行业正在应对更高的成本。但盈利能力可能好于目前的估计还有另一个原因。</blockquote></p><p> Tesla delivereda record number of cars in China during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.</p><p><blockquote>特斯拉第三季度在华交付的汽车数量创下历史新高——近 74,000 辆，比第二季度增长约 20%。特斯拉在中国生产和销售的汽车利润率高于在中国生产并出口到欧洲的汽车。与第二季度相比，特斯拉第三季度在华交付了约 12,000 辆汽车，利润率可能会保持不变。</blockquote></p><p> None of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s Ben Kalloand Wedbush’s Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.</p><p><blockquote>这一切都不是秘密，分析师们一直在更新他们的第三季度盈利预期--自 9 月底以来，平均每股盈利预期高出约一毛钱。交割结果公布后，加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 将季度收益预期从每股 1.68 美元上调至 1.95 美元。Baird 的 Ben Kallow 和 Wedbush 的 Dan Ives 对特斯拉的股票更为乐观--两人都给予买入评级，而 Spak 则给予持有评级--但两人都没有更新第三季度每股收益预期，分别为 1.21 美元和 1.22 美元。</blockquote></p><p> Together, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the S&P 500 added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.</p><p><blockquote>总之，这意味着特斯拉的门槛比看起来要高得多。这一点尤其正确，因为该公司的股价在过去三个月中上涨了约 30%，本周收于 843.03 美元--尽管标普500上涨了 2.6%。这意味着特斯拉可能需要一个巨大的打击来提振该股，接近每股 2 美元。</blockquote></p><p> Whether it can pull that off remains to be seen.</p><p><blockquote>它能否实现这一目标还有待观察。</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 Will Probably Beat Earnings Estimates. Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</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 Will Probably Beat Earnings Estimates. Why the Stock Might Not Move.<blockquote>特斯拉的盈利可能会超出预期。为什么股票可能不会变动。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-20 15:46</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.</p><p><blockquote>特斯拉周三将轻松超出盈利预期。但这种打击可能不足以推高股价。</blockquote></p><p> For the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.</p><p><blockquote>华尔街预计第三季度每股收益为 1.54 美元，销售额为 137 亿美元。第二季度，特斯拉的销售额为 120 亿美元，每股收益为 1.45 美元。华尔街预计，该公司将在17亿美元的销售额中多赚一毛钱。</blockquote></p><p> Investors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.</p><p><blockquote>然而，投资者需要为沙袋做好准备——当一家公司的指导价较低，然后超出预期时。这通常是件好事。然而，特斯拉并没有提供指导，因此投资者只能依靠华尔街的估计来判断该公司是 “超越 ”还是 “错过 ”。这一次，分析师的估计看起来太低了，这造成了财报后向意想不到的方向疯狂交易的可能性。</blockquote></p><p> Things should be better than analysts project. Tesla delivered a record 241,300 vehicles in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.</p><p><blockquote>事情应该比分析师预测的要好。特斯拉第三季度交付了创纪录的 241,300 辆汽车，高于第二季度的 201,250 辆。增加了 20%。特斯拉第二季度每辆车的平均价格约为 4.9 万美元，虽然这个数字可能会发生变化，但增加 4 万辆汽车很容易意味着销售额增加约 20 亿美元。</blockquote></p><p> Wall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.</p><p><blockquote>华尔街还预计特斯拉的盈利能力将下降。毛利率预计略低于 24%，而第二季度略高于 24%。这可能是保守的，就像销售预测一样。由于全球供应链问题，整个汽车行业正在应对更高的成本。但盈利能力可能好于目前的估计还有另一个原因。</blockquote></p><p> Tesla delivereda record number of cars in China during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.</p><p><blockquote>特斯拉第三季度在华交付的汽车数量创下历史新高——近 74,000 辆，比第二季度增长约 20%。特斯拉在中国生产和销售的汽车利润率高于在中国生产并出口到欧洲的汽车。与第二季度相比，特斯拉第三季度在华交付了约 12,000 辆汽车，利润率可能会保持不变。</blockquote></p><p> None of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s Ben Kalloand Wedbush’s Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.</p><p><blockquote>这一切都不是秘密，分析师们一直在更新他们的第三季度盈利预期--自 9 月底以来，平均每股盈利预期高出约一毛钱。交割结果公布后，加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 将季度收益预期从每股 1.68 美元上调至 1.95 美元。Baird 的 Ben Kallow 和 Wedbush 的 Dan Ives 对特斯拉的股票更为乐观--两人都给予买入评级，而 Spak 则给予持有评级--但两人都没有更新第三季度每股收益预期，分别为 1.21 美元和 1.22 美元。</blockquote></p><p> Together, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the S&P 500 added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.</p><p><blockquote>总之，这意味着特斯拉的门槛比看起来要高得多。这一点尤其正确，因为该公司的股价在过去三个月中上涨了约 30%，本周收于 843.03 美元--尽管标普500上涨了 2.6%。这意味着特斯拉可能需要一个巨大的打击来提振该股，接近每股 2 美元。</blockquote></p><p> Whether it can pull that off remains to be seen.</p><p><blockquote>它能否实现这一目标还有待观察。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/tesla-stock-earnings-preview-51634345385?mod=mw_latestnews\">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.marketwatch.com/articles/tesla-stock-earnings-preview-51634345385?mod=mw_latestnews","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110877432","content_text":"Tesla will easily beat earnings expectations Wednesday. But that beat might not be enough to drive the stock higher.\nFor the third quarter, Wall Street expects $1.54 in per-share earnings from $13.7 billion in sales. In the second quarter, Tesla earned $1.45 a sharefrom $12 billion in sales. Wall Street expects the company to make about a dime more on an incremental $1.7 billion in sales.\nInvestors, however, need to be ready for the sandbag—when a company guides low and then crushes expectations. That’s usually a good thing. Tesla, however, doesn’t provide guidance, so investors have to rely on Wall Street estimates to judge whether the company “beat” or “missed.” This time around, the estimates from analysts look far too low, creating the possibility of wild post-earnings trading in unexpected directions.\nThings should be better than analysts project. Tesla delivered a record 241,300 vehicles in the third quarter,up from 201,250 in the second quarter. That’s a 20% increase. Tesla’s average price per car in the second quarter amounted to roughly $49,000, and while that number can change, 40,000 more vehicles could easily mean about $2 billion more in sales.\nWall Street also expects Tesla’s profitability to drop. Gross profit margins are projected to be just below 24%, compared with just above 24% in the second quarter. That might be conservative, just like sales projections. The entire auto industry is dealing with higher costs because of global supply-chain issues. But there’s another reason profitability could be better than current estimates.\nTesla delivereda record number of cars in China during the third quarter—almost 74,000, up about 20% compared with the second quarter. The cars Tesla produces and sells in China have higher margins than those made there and exported to Europe. With Tesla delivering about 12,000 more vehicles in China during the third quarter compared with the second quarter, profit margins could hold up.\nNone of this is a secret, and analysts have been updating their third-quarter earnings estimates—on average, they’re now about a dime per share higher since the end of September. RBC analyst Joe Spaktook his quarterly earnings estimates up to $1.95 a share from $1.68 after delivery results came out. Baird’s Ben Kalloand Wedbush’s Dan Ivesare more optimistic about Tesla’s stock—both have Buy ratings, while Spak rates it a Hold—but neither updated their third-quarter earnings estimates of $1.21 and $1.22 a share, respectively.\nTogether, that means the bar for Tesla is much higher than it looks. That’s particularly true because its stock has gained about 30% over the past three months, closing the week at $843.03—even as the S&P 500 added 2.6%. That means Tesla will likely need a huge beat to give the stock a jolt, something close to $2 a share.\nWhether it can pull that off remains to be seen.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":714,"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":4,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/859408290"}
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