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FFurry

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- FFurryFFurry
  ·01-10
  赛力斯最佳
  2025年最佳汽车股，不只有特斯拉
  仍有一些汽车相关股有望在2025年表现出色。
  2025年最佳汽车股，不只有特斯拉
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- FFurryFFurry
  ·2021-02-18
  $小米集团-W(01810)$撤了撤了，每天高开低走，真没意思！
  2,035 评论
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- FFurryFFurry
  ·2021-01-08
  外国佬是真不知道百度啥德行，还投钱呢。
  非常抱歉，此主贴已删除
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- FFurryFFurry
  ·2020-12-31
  为什么老虎成本价计算的这么不准确？两股票的成交价分别是，143.27和143.20，那成本价不是143.235吗？怎么显示的成本价是146?
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href=\"https://laohu8.com/S/GM\">通用汽车</a>的平均买入评级比例约为37%，而标普500成分股的平均买入评级比例为55%。</p><p>分析师情绪低迷不仅局限于传统汽车制造商。罗素指数中25只汽车股的平均买入评级比例也仅为40%。</p><p>尽管如此，完全回避这个行业可能会错失良机。2024年，特斯拉股票回报率约为63%，通用汽车股票回报率约为50%。</p><p>在低增长的周期性行业中，投资者需要在低点买入，高点卖出。<strong>一个策略是选择分析师情绪改善的股票。</strong>例如，2024年，持有那些全年获得多次评级上调的汽车股，投资者的回报率可达到20%左右。</p><p>那么如何找到即将被上调评级的股票呢？尽管没有完美的方法，但可以关注那些最近获得几次评级上调或分析师情绪看似已触底的股票。</p><p>按照这一标准，<strong>2025年的最佳汽车股可能是特斯拉、福特、<a href=\"https://laohu8.com/S/BWA\">博格华纳</a>和<a href=\"https://laohu8.com/S/DAN\">达纳</a>。</strong></p><p>特斯拉、博格华纳和达纳的分析师情绪正在改善。</p><p>特斯拉的改善源于自动驾驶汽车和新车型的计划。Elon Musk的汽车公司计划在2025年初推出一款售价较低的电动车型，并在年底启动自动驾驶出租车服务。如果这些计划按时推进，<strong>将带来更快的增长、更高的收益以及更多的评级上调。</strong></p><p>达纳生产车轴、传动轴及其他汽车、卡车和重型设备零部件。公司宣布在2024年11月出售“非公路业务”，这一业务约占总销售额的30%。此后，分析师对其股票的乐观情绪有所提升。</p><p>博格华纳则因低估值和强劲的业务执行受到青睐。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Ryan Brinkman指出，博格华纳既生产电动车零部件，也生产传统汽车零部件，无论消费者购买哪种类型的汽车，公司都能从中获益。他将其称为2025年的首选汽车零部件股，并给出了51美元的目标价。相比之下，博格华纳当前股价为31.54美元，市盈率不到2025年预期收益的7倍，低于一年前的8倍。</p><p>福特的分析师情绪尚未改善，但可能已触底。仅27%的分析师评级为“买入”，低于一年前的45%。如果公司能改善2024年因质量问题导致的数十亿美元营业利润损失，股价可能上涨。</p><p>对于汽车股投资者来说，如果等待完美时机，可能会错失良机。最好寻找那些无论市场环境如何都能取得成功的股票。</p><p>如往常一样，股票筛选只是起点。在找到潜在投资机会后，更艰难的工作是理解影响每只股票的各种因素。</p></body></html>","source":"xnew_highlight","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>2025年最佳汽车股，不只有特斯拉</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n2025年最佳汽车股，不只有特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-09 18:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=158493&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汽车行业投资者普遍情绪低迷，这并不奇怪。但仍有一些汽车相关股票有望在2025年表现出色。汽车行业的投资并不轻松。缓慢的增长、技术颠覆（如电动车领域）消耗资本、行业产能过剩以及微薄的利润率，年复一年地困扰着这个行业。此外，还存在偶发问题。例如，库存过高导致Stellantis在2024年利润大幅下降，与2023年的创纪录表现形成鲜明对比。CEO Carlos Tavares因此失去职位，公司股价下跌...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=158493&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b51f153895b5613812135253372789f","relate_stocks":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=158493&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2502096650","content_text":"汽车行业投资者普遍情绪低迷，这并不奇怪。但仍有一些汽车相关股票有望在2025年表现出色。汽车行业的投资并不轻松。缓慢的增长、技术颠覆（如电动车领域）消耗资本、行业产能过剩以及微薄的利润率，年复一年地困扰着这个行业。此外，还存在偶发问题。例如，库存过高导致Stellantis在2024年利润大幅下降，与2023年的创纪录表现形成鲜明对比。CEO Carlos Tavares因此失去职位，公司股价下跌44%。Stellantis只是冰山一角。在过去五年中，罗素3000指数中最大的25只汽车股平均每年下跌约5%，市盈率平均不到10倍。特斯拉则是个例外，这让传统的价值导向型汽车投资者感到困惑。特斯拉股票过去每年的平均回报率约为64%，但市盈率约为2025年预估收益的122倍。汽车投资者很难接受这种高估值。目前的前景也不容乐观。伯恩斯坦分析师Daniel Roeska在近期报告中写道：“今年将很困难。”他预计需求稳定是个积极信号，但价格下跌、电动车盈利疲软以及需要通过减产来管理库存增加的问题则令人担忧。Roeska对福特汽车、通用汽车的平均买入评级比例约为37%，而标普500成分股的平均买入评级比例为55%。分析师情绪低迷不仅局限于传统汽车制造商。罗素指数中25只汽车股的平均买入评级比例也仅为40%。尽管如此，完全回避这个行业可能会错失良机。2024年，特斯拉股票回报率约为63%，通用汽车股票回报率约为50%。在低增长的周期性行业中，投资者需要在低点买入，高点卖出。一个策略是选择分析师情绪改善的股票。例如，2024年，持有那些全年获得多次评级上调的汽车股，投资者的回报率可达到20%左右。那么如何找到即将被上调评级的股票呢？尽管没有完美的方法，但可以关注那些最近获得几次评级上调或分析师情绪看似已触底的股票。按照这一标准，2025年的最佳汽车股可能是特斯拉、福特、博格华纳和达纳。特斯拉、博格华纳和达纳的分析师情绪正在改善。特斯拉的改善源于自动驾驶汽车和新车型的计划。Elon Musk的汽车公司计划在2025年初推出一款售价较低的电动车型，并在年底启动自动驾驶出租车服务。如果这些计划按时推进，将带来更快的增长、更高的收益以及更多的评级上调。达纳生产车轴、传动轴及其他汽车、卡车和重型设备零部件。公司宣布在2024年11月出售“非公路业务”，这一业务约占总销售额的30%。此后，分析师对其股票的乐观情绪有所提升。博格华纳则因低估值和强劲的业务执行受到青睐。摩根大通分析师Ryan Brinkman指出，博格华纳既生产电动车零部件，也生产传统汽车零部件，无论消费者购买哪种类型的汽车，公司都能从中获益。他将其称为2025年的首选汽车零部件股，并给出了51美元的目标价。相比之下，博格华纳当前股价为31.54美元，市盈率不到2025年预期收益的7倍，低于一年前的8倍。福特的分析师情绪尚未改善，但可能已触底。仅27%的分析师评级为“买入”，低于一年前的45%。如果公司能改善2024年因质量问题导致的数十亿美元营业利润损失，股价可能上涨。对于汽车股投资者来说，如果等待完美时机，可能会错失良机。最好寻找那些无论市场环境如何都能取得成功的股票。如往常一样，股票筛选只是起点。在找到潜在投资机会后，更艰难的工作是理解影响每只股票的各种因素。","news_type":1},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384171460,"gmtCreate":1613632953150,"gmtModify":1613632953150,"author":{"id":"3569849787480692","authorId":"3569849787480692","name":"FFurry","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569849787480692","authorIdStr":"3569849787480692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>撤了撤了，每天高开低走，真没意思！","listText":"<a 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