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知足常乐bhx
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知足常乐bhx
知足常乐bhx
·
05-12
说说你对这篇新闻的看法...
传特斯拉平价新车款Model Q要来了!有望成股价主要推手
传特斯拉全新平价电动车 Model Q 将于 2025 年 6 月发表,预计售价低于 3 万美元,支援自动驾驶 FSD 功能,搭载 53kWh 电池、续航力达 500 公里,成为市场焦点。
传特斯拉平价新车款Model Q要来了!有望成股价主要推手
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知足常乐bhx
知足常乐bhx
·
04-28
410元指日可待,特斯拉从来没让我们失望过!
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知足常乐bhx
知足常乐bhx
·
03-21
跌就是机会,短期看跌,长期看涨!
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知足常乐bhx
知足常乐bhx
·
02-14
大胆持有,相信马斯克!
特斯拉“光环”褪色?投资者还能相信马斯克的“超级叙事”吗?
智通财经APP获悉,特斯拉股价在不到两个月内暴跌约四分之一,市值蒸发约4000亿美元。在 1 月 29 日的财报电话会议上,特斯拉下调了今年汽车销售增长的预期。特斯拉股票目前的市盈率为 119 倍。巴克莱认为,特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战,但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力,以做出明智的投资决策。
特斯拉“光环”褪色?投资者还能相信马斯克的“超级叙事”吗?
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知足常乐bhx
知足常乐bhx
·
01-27
机会来了!
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知足常乐bhx
知足常乐bhx
·
01-27
竟然都信了[开心]
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知足常乐bhx
知足常乐bhx
·
01-17
$特斯拉(TSLA)$
坚信马斯克,长期持有!
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知足常乐bhx
知足常乐bhx
·
01-14
$特斯拉(TSLA)$
摩根士丹利分析师预测,特斯拉目标价800美元,我信!!
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知足常乐bhx
知足常乐bhx
·
01-02
进场的好机会!
异动解读 | 特斯拉股价大跌5.05%,传统车企加速电动化转型下游压力加大
2025年1月2日,$特斯拉$盘前大跌5.05%,引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:. 首先,传统车企在电动化转型方面步伐明显加快。$比亚迪$2024年全年交付量大幅超越特斯拉,排名跃居全球第一。这些都加大了对特斯拉在电动车领域的市场份额冲击。其次,2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。最后,特斯拉CEO马斯克与新政府关系存在不确定性。
异动解读 | 特斯拉股价大跌5.05%,传统车企加速电动化转型下游压力加大
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19:01","market":"hk","language":"zh","title":"传特斯拉平价新车款Model Q要来了!有望成股价主要推手","url":"https://stock-news.laohu8.com/highlight/detail?id=2534520284","media":"鉅亨网","summary":"传特斯拉全新平价电动车 Model Q 将于 2025 年 6 月发表,预计售价低于 3 万美元,支援自动驾驶 FSD 功能,搭载 53kWh 电池、续航力达 500 公里,成为市场焦点。","content":"<p>市场盛传<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (TSLA-US) 即将在 2025 年 6 月发表旗下全新“亲民款”电动车“Model Q”,预计售价不到 3 万美元,有望成为今年最具爆发力的电动车新星。外界认为,与无人计程车相比,Model Q 的推出更可能推动特斯拉股价上涨。</p><p>根据《福布斯》报导,特斯拉财务长 Vaibhav Taneja 在第一季财报会议中表示,Model Q 的量产“预计将于 2025 年 6 月展开”。此车款被<a href=\"https://laohu8.com/S/DB\">德意志银行</a>称为 Model Q,将锁定全球对“平价电动车”需求殷切的消费者。</p><p>传 Model Q 与即将推出的无人计程车 Cybercab 将采用同一平台与模组化架构,代表两款车将共用零件设计与生产线,不仅可加速开发,也大幅降低制造成本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f368004f7c6345f6f9f8561ebaebadb\" tg-width=\"760\" tg-height=\"506\"></p><p>Model Q 将结合新一代 Cybercab 平台与现有 Model 3 和 Model Y 架构。(图:Shutterstock)</p><p>同时,Model Q 也将结合现有 Model 3 和 Model Y 架构,透过在加州、德州及上海与柏林的既有产线生产,达成降本增效的目标,使 Model Q 有望快速量产,抢先布局中低价位电动车市场。</p><p>据悉,Model Q 更是将具备特斯拉 FSD(Full Self-Driving)自动驾驶功能,成为首批支援完整自驾技术的平价车款之一。特斯拉预计先在德州奥斯汀以 10 至 20 辆 Model Y 进行 FSD 测试,强化红绿灯辨识、行人避让等 AI 判断能力。</p><p>虽然特斯拉尚未公布 Model Q 的完整规格,但根据市场消息,这款车可能具备以下特色:</p><ul style=\"\"><li><p>小型 SUV 设计,车长约 4.2 米</p></li><li><p>采用新世代自动化产线生产,生产时间快、成本低</p></li><li><p>53kWh 电池容量,续航力达 500 公里</p></li><li><p>电耗约 13kWh/100 公里,后驱马达,马力低于 200 匹</p></li><li><p>支援 FSD 自动驾驶功能</p></li></ul><p>然而,人们对特斯拉最便宜的电动车 Model 3 的兴趣正在减弱。根据《Cox Automotive》估计,2024 年第一季特斯拉 Model 3 交车量为 52,520 辆,较上一季减少近 10%。</p><p>即使是畅销的 Model Y,其改款“Juniper”能否抵挡来自凯迪拉克、雪佛兰与本田 (HMC-US) 等新竞品压力,仍是一大变数。</p><p>S&P Global Mobility 分析师 Tom Libby 指出,特斯拉近期在品牌忠诚度、顾客回购率与市场渗透率上皆呈现下滑,显示品牌急需新动能。Model Q 的问世,或将为特斯拉注入久违的新血。</p><p>尽管消费者热切期待便宜又实用的电动车,但<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>认为特斯拉未来可能不会以“大量生产平价车款”为主轴策略,而是持续朝 AI 与自动驾驶等技术整合发展。</p>","source":"cnyes_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=https://news.cnyes.com/news/id/5973313?exp=a><strong>鉅亨网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场盛传特斯拉 (TSLA-US) 即将在 2025 年 6 月发表旗下全新“亲民款”电动车“Model Q”,预计售价不到 3 万美元,有望成为今年最具爆发力的电动车新星。外界认为,与无人计程车相比,Model Q 的推出更可能推动特斯拉股价上涨。根据《福布斯》报导,特斯拉财务长 Vaibhav Taneja 在第一季财报会议中表示,Model Q 的量产“预计将于 2025 年 6 月展开”。...</p>\n\n<a href=\"https://news.cnyes.com/news/id/5973313?exp=a\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cimg.cnyes.cool/prod/news/5973313/xs/af3d214c7d2fb016bd22afa5310fcd6b.jpg","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL 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INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLA":"特斯拉","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","BK4527":"明星科技股","TSYW.SI":"TESLA 3xLongSG261006","BK4550":"红杉资本持仓","BK4588":"碎股","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4574":"无人驾驶"},"source_url":"https://news.cnyes.com/news/id/5973313?exp=a","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534520284","content_text":"市场盛传特斯拉 (TSLA-US) 即将在 2025 年 6 月发表旗下全新“亲民款”电动车“Model Q”,预计售价不到 3 万美元,有望成为今年最具爆发力的电动车新星。外界认为,与无人计程车相比,Model Q 的推出更可能推动特斯拉股价上涨。根据《福布斯》报导,特斯拉财务长 Vaibhav Taneja 在第一季财报会议中表示,Model Q 的量产“预计将于 2025 年 6 月展开”。此车款被德意志银行称为 Model Q,将锁定全球对“平价电动车”需求殷切的消费者。传 Model Q 与即将推出的无人计程车 Cybercab 将采用同一平台与模组化架构,代表两款车将共用零件设计与生产线,不仅可加速开发,也大幅降低制造成本。Model Q 将结合新一代 Cybercab 平台与现有 Model 3 和 Model Y 架构。(图:Shutterstock)同时,Model Q 也将结合现有 Model 3 和 Model Y 架构,透过在加州、德州及上海与柏林的既有产线生产,达成降本增效的目标,使 Model Q 有望快速量产,抢先布局中低价位电动车市场。据悉,Model Q 更是将具备特斯拉 FSD(Full Self-Driving)自动驾驶功能,成为首批支援完整自驾技术的平价车款之一。特斯拉预计先在德州奥斯汀以 10 至 20 辆 Model Y 进行 FSD 测试,强化红绿灯辨识、行人避让等 AI 判断能力。虽然特斯拉尚未公布 Model Q 的完整规格,但根据市场消息,这款车可能具备以下特色:小型 SUV 设计,车长约 4.2 米采用新世代自动化产线生产,生产时间快、成本低53kWh 电池容量,续航力达 500 公里电耗约 13kWh/100 公里,后驱马达,马力低于 200 匹支援 FSD 自动驾驶功能然而,人们对特斯拉最便宜的电动车 Model 3 的兴趣正在减弱。根据《Cox Automotive》估计,2024 年第一季特斯拉 Model 3 交车量为 52,520 辆,较上一季减少近 10%。即使是畅销的 Model Y,其改款“Juniper”能否抵挡来自凯迪拉克、雪佛兰与本田 (HMC-US) 等新竞品压力,仍是一大变数。S&P Global Mobility 分析师 Tom Libby 指出,特斯拉近期在品牌忠诚度、顾客回购率与市场渗透率上皆呈现下滑,显示品牌急需新动能。Model Q 的问世,或将为特斯拉注入久违的新血。尽管消费者热切期待便宜又实用的电动车,但摩根士丹利认为特斯拉未来可能不会以“大量生产平价车款”为主轴策略,而是持续朝 AI 与自动驾驶等技术整合发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":429375020270200,"gmtCreate":1745849846900,"gmtModify":1745849848917,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"410元指日可待,特斯拉从来没让我们失望过!","listText":"410元指日可待,特斯拉从来没让我们失望过!","text":"410元指日可待,特斯拉从来没让我们失望过!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429375020270200","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415994112963056,"gmtCreate":1742569120420,"gmtModify":1742569122442,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"跌就是机会,短期看跌,长期看涨!","listText":"跌就是机会,短期看跌,长期看涨!","text":"跌就是机会,短期看跌,长期看涨!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415994112963056","isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403536557269288,"gmtCreate":1739544461616,"gmtModify":1739544463720,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"大胆持有,相信马斯克!","listText":"大胆持有,相信马斯克!","text":"大胆持有,相信马斯克!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403536557269288","repostId":"2511662700","repostType":2,"repost":{"id":"2511662700","kind":"news","pubTimestamp":1739540521,"share":"https://www.laohu8.com/m/news/2511662700?lang=&edition=full","pubTime":"2025-02-14 21:42","market":"us","language":"zh","title":"特斯拉“光环”褪色?投资者还能相信马斯克的“超级叙事”吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2511662700","media":"智通财经","summary":"智通财经APP获悉,特斯拉股价在不到两个月内暴跌约四分之一,市值蒸发约4000亿美元。在 1 月 29 日的财报电话会议上,特斯拉下调了今年汽车销售增长的预期。特斯拉股票目前的市盈率为 119 倍。巴克莱认为,特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战,但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力,以做出明智的投资决策。","content":"<html><head></head><body><p>2月12日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在不到两个月内暴跌约四分之一,市值蒸发约4000亿美元。然而,对于那些考虑抄底这家电动汽车制造商股票的投资者,华尔街有一句忠告:买者自负。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad938c6e3b1cc032649bf26172059d2c\" tg-width=\"560\" tg-height=\"240\"/></p><p>今年以来,特斯拉在大型科技股中表现最差,在纳斯达克100指数中排名倒数第三。不过,追踪该公司的分析师认为,尽管股价已大幅下跌,但考虑到关键市场销售状况恶化,马斯克旗下这家汽车制造商的股票仍然估值过高。</p><p>即使特斯拉股价在过去几天有所反弹,通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明,对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说,前景显然喜忧参半。</p><p>Fundstrat 技术策略主管Mark Newton表示:“我认为这只股票尚未触底,可能还会有一轮下跌,可能会在未来一两周内发生。”他认为,该股有可能回落至美国大选后的水平,即约 314 美元,较当前水平下跌约 12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29d4be853be4b9372a6b8597eea77246\" tg-width=\"482\" tg-height=\"281\"/></p><p>从去年11月初到12月中旬,特斯拉股价几乎翻了一番,因为投资者押注马斯克作为总统的重要捐助者和得力助手,会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。</p><p>然而,其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上,特斯拉下调了今年汽车销售增长的预期。随后,本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。</p><p><strong>反弹尚需时日</strong></p><p><a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI 分析师Chris McNally表示,短期内可能也不会有实质性的利好因素推动股价反弹,比如其在研发自动驾驶汽车方面的最新进展。</p><p>他表示,在特斯拉宣布将于 6 月启动其自robotaxi 服务之前,“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。</p><p>特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下,标普 500 指数的平均市盈率为 22 倍。</p><p>“该公司未来增长的预期已被大幅计入股价,”<a href=\"https://laohu8.com/S/IBKR\">盈透证券</a>首席策略师Steve Sosnick表示,这一估值意味着公司明年收益将增长约30%。根据汇编数据,分析师平均预计2025年利润将增长19%。</p><p>Sosnick补充道:“如此高的估值意味着,任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89b3e85407ad2a490e30b01aa1093c4c\" tg-width=\"485\" tg-height=\"279\"/></p><p>这种观点解释了期权市场的趋势,交易员的看涨情绪有所减弱。过去几天,波动率也开始上升,这表明交易员开始为防范下跌的合约支付更多费用。</p><p>Miller Tabak + Co.首席市场策略师Matt Maley表示:“基本面仍然对股市至关重要,而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹,我们预计特斯拉股价在未来几个月仍会走弱。”</p><p><strong>脱离基本面,特斯拉“比特币化”</strong></p><p>尽管存在诸多悲观情绪,仍有分析师认为,特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。</p><p>巴克莱资深分析师Dan Levy 1月30日发布的研报指出,尽管特斯拉2024 年第四季度的业绩未达预期,但其在自动驾驶和人工智能领域的宏伟蓝图,以及强大的叙事能力,使得市场对其短期业绩的不佳表现显得相对宽容。</p><p>Levy指出,这种现象不禁让人联想到比特币,特斯拉似乎正逐渐走向 “比特币化”,其股价与基本面的关联逐渐减弱,而更多地受到市场情绪和叙事的影响。</p><p>Levy表示,“当特斯拉为你提供超级叙事时,谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳,但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注,使得投资者对其未来充满信心。</p><p>巴克莱认为,特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战,但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力,以做出明智的投资决策。</p></body></html>","source":"stock_zhitongcaijing","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\" 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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\">\n特斯拉“光环”褪色?投资者还能相信马斯克的“超级叙事”吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 21:42 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1250226.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月12日,特斯拉股价在不到两个月内暴跌约四分之一,市值蒸发约4000亿美元。然而,对于那些考虑抄底这家电动汽车制造商股票的投资者,华尔街有一句忠告:买者自负。今年以来,特斯拉在大型科技股中表现最差,在纳斯达克100指数中排名倒数第三。不过,追踪该公司的分析师认为,尽管股价已大幅下跌,但考虑到关键市场销售状况恶化,马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹,通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1250226.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1250226.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511662700","content_text":"2月12日,特斯拉股价在不到两个月内暴跌约四分之一,市值蒸发约4000亿美元。然而,对于那些考虑抄底这家电动汽车制造商股票的投资者,华尔街有一句忠告:买者自负。今年以来,特斯拉在大型科技股中表现最差,在纳斯达克100指数中排名倒数第三。不过,追踪该公司的分析师认为,尽管股价已大幅下跌,但考虑到关键市场销售状况恶化,马斯克旗下这家汽车制造商的股票仍然估值过高。即使特斯拉股价在过去几天有所反弹,通过分析交易模式来预测股票走势的图表策略师仍持谨慎态度。这一切表明,对于那些押注特斯拉股价将像特朗普总统胜选后的几周内那样再度飙升的投资者来说,前景显然喜忧参半。Fundstrat 技术策略主管Mark Newton表示:“我认为这只股票尚未触底,可能还会有一轮下跌,可能会在未来一两周内发生。”他认为,该股有可能回落至美国大选后的水平,即约 314 美元,较当前水平下跌约 12%。从去年11月初到12月中旬,特斯拉股价几乎翻了一番,因为投资者押注马斯克作为总统的重要捐助者和得力助手,会为特斯拉打造全自动驾驶汽车的雄心扫除监管障碍。然而,其电动汽车业务的前景却在恶化。在 1 月 29 日的财报电话会议上,特斯拉下调了今年汽车销售增长的预期。随后,本月初德国、法国、中国和加州等地的一系列惨淡销售数据加剧了该公司股价自去年12月17日创纪录收盘价以来的暴跌。反弹尚需时日Evercore ISI 分析师Chris McNally表示,短期内可能也不会有实质性的利好因素推动股价反弹,比如其在研发自动驾驶汽车方面的最新进展。他表示,在特斯拉宣布将于 6 月启动其自robotaxi 服务之前,“关于全自动驾驶/自动驾驶汽车的炒作不会太多”。特斯拉股票目前的市盈率为 119 倍。所谓“七巨头”(包括特斯拉在内的美国最大的七家科技公司)的平均市盈率为 30 倍。相比之下,标普 500 指数的平均市盈率为 22 倍。“该公司未来增长的预期已被大幅计入股价,”盈透证券首席策略师Steve Sosnick表示,这一估值意味着公司明年收益将增长约30%。根据汇编数据,分析师平均预计2025年利润将增长19%。Sosnick补充道:“如此高的估值意味着,任何失望或动摇信心的因素都可能导致股价在价值型买家介入前有更大的下跌空间。”这种观点解释了期权市场的趋势,交易员的看涨情绪有所减弱。过去几天,波动率也开始上升,这表明交易员开始为防范下跌的合约支付更多费用。Miller Tabak + Co.首席市场策略师Matt Maley表示:“基本面仍然对股市至关重要,而这只股票的交易价格仍高于基本面预期。即便在短期内出现反弹,我们预计特斯拉股价在未来几个月仍会走弱。”脱离基本面,特斯拉“比特币化”尽管存在诸多悲观情绪,仍有分析师认为,特斯拉强大的叙事能力和技术创新能力使其在未来仍具有巨大的增长潜力。巴克莱资深分析师Dan Levy 1月30日发布的研报指出,尽管特斯拉2024 年第四季度的业绩未达预期,但其在自动驾驶和人工智能领域的宏伟蓝图,以及强大的叙事能力,使得市场对其短期业绩的不佳表现显得相对宽容。Levy指出,这种现象不禁让人联想到比特币,特斯拉似乎正逐渐走向 “比特币化”,其股价与基本面的关联逐渐减弱,而更多地受到市场情绪和叙事的影响。Levy表示,“当特斯拉为你提供超级叙事时,谁还在乎预测呢?” 这种叙事能力使得市场对特斯拉的短期业绩波动显得相对宽容。尽管特斯拉在 2024 年第四季度的业绩表现不佳,但其在自动驾驶和人工智能领域的宏伟蓝图吸引了市场的广泛关注,使得投资者对其未来充满信心。巴克莱认为,特斯拉的持续创新和市场领导地位将使其在未来保持竞争优势。尽管面临诸多挑战,但特斯拉在电动汽车和自动驾驶领域的领先地位使其具备了应对市场变化的能力。投资者应谨慎评估特斯拉的短期波动和长期潜力,以做出明智的投资决策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397106780627440,"gmtCreate":1737990692888,"gmtModify":1737990694045,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"机会来了!","listText":"机会来了!","text":"机会来了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397106780627440","isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397113160175680,"gmtCreate":1737974186956,"gmtModify":1737974188502,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"竟然都信了[开心]","listText":"竟然都信了[开心]","text":"竟然都信了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397113160175680","isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393408432660648,"gmtCreate":1737068412219,"gmtModify":1737068414037,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 坚信马斯克,长期持有!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 坚信马斯克,长期持有!","text":"$特斯拉(TSLA)$ 坚信马斯克,长期持有!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393408432660648","isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392481184211408,"gmtCreate":1736865895410,"gmtModify":1736865896758,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 摩根士丹利分析师预测,特斯拉目标价800美元,我信!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 摩根士丹利分析师预测,特斯拉目标价800美元,我信!!","text":"$特斯拉(TSLA)$ 摩根士丹利分析师预测,特斯拉目标价800美元,我信!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/392481184211408","isVote":1,"tweetType":1,"viewCount":2719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"鳄鱼十三","avatar":"https://static.tigerbbs.com/cc40cf1903ac9498bb09d5d4c181150a","crmLevel":6,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"摩根还说400跌到了138了","text":"摩根还说400跌到了138了","html":"摩根还说400跌到了138了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388291371270408,"gmtCreate":1735827612280,"gmtModify":1735827614080,"author":{"id":"4098273570374230","authorId":"4098273570374230","name":"知足常乐bhx","avatar":"https://static.tigerbbs.com/0789e03a02645f448af1b5c6bd406420","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098273570374230","authorIdStr":"4098273570374230"},"themes":[],"htmlText":"进场的好机会!","listText":"进场的好机会!","text":"进场的好机会!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/388291371270408","repostId":"1171835832","repostType":2,"repost":{"id":"1171835832","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1735826810,"share":"https://www.laohu8.com/m/news/1171835832?lang=&edition=full","pubTime":"2025-01-02 22:06","market":"hk","language":"zh","title":"异动解读 | 特斯拉股价大跌5.05%,传统车企加速电动化转型下游压力加大","url":"https://stock-news.laohu8.com/highlight/detail?id=1171835832","media":"异动解读","summary":"2025年1月2日,$特斯拉$盘前大跌5.05%,引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:. 首先,传统车企在电动化转型方面步伐明显加快。$比亚迪$2024年全年交付量大幅超越特斯拉,排名跃居全球第一。这些都加大了对特斯拉在电动车领域的市场份额冲击。其次,2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。最后,特斯拉CEO马斯克与新政府关系存在不确定性。","content":"<p>2025年1月2日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%,引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先,传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉,排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判,旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次,2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三,特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>","source":"ai_movement_cn","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>异动解读 | 特斯拉股价大跌5.05%,传统车企加速电动化转型下游压力加大</title>\n<style 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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\">\n异动解读 | 特斯拉股价大跌5.05%,传统车企加速电动化转型下游压力加大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-01-02 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2025年1月2日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前大跌5.05%,引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:</p>\n\n<p>首先,传统车企在电动化转型方面步伐明显加快。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>2024年全年交付量大幅超越特斯拉,排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判,旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。</p>\n\n<p>其次,2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。</p>\n\n<p>第三,特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。</p>\n\n<p>最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171835832","content_text":"2025年1月2日,特斯拉盘前大跌5.05%,引发市场广泛关注。造成特斯拉股价大跌的主要原因有以下几点:\n首先,传统车企在电动化转型方面步伐明显加快。比亚迪2024年全年交付量大幅超越特斯拉,排名跃居全球第一。日本汽车巨头本田与日产也宣布全面启动合并谈判,旨在扩大电动化产品线。这些都加大了对特斯拉在电动车领域的市场份额冲击。\n其次,2024年底和2025年初的消费者激励政策调整,可能导致电动车需求放缓。美国特朗普政府有意取消电动车每辆7500美元税收抵免政策,而中国也在逐步减少新能源车补贴力度。这可能会拖累电动车需求增长。\n第三,特斯拉产品结构老化,Q4新产品推出乏力。根据市场预测,2024年第四季度交付量虽然创新高,但全年仍或无法实现小幅增长的销量目标。电动皮卡Cybertruck国内上市也无定期。\n最后,特斯拉CEO马斯克与新政府关系存在不确定性。马斯克在人工智能产业同样扮演重要角色,在监管政策上可能与特朗普政府产生分歧。这也给市场带来了一定不确定性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3572347452617116","authorId":"3572347452617116","name":"黄晨奇_Oliven_","avatar":"https://static.tigerbbs.com/095ab4adf81203fcb38f26f97b7e6157","crmLevel":1,"crmLevelSwitch":0,"idStr":"3572347452617116","authorIdStr":"3572347452617116"},"content":"特斯拉能到400多的价位是因为马斯克站对了特朗普,不是因为特斯拉的业绩有多好,特斯拉到300再看看要不要入","text":"特斯拉能到400多的价位是因为马斯克站对了特朗普,不是因为特斯拉的业绩有多好,特斯拉到300再看看要不要入","html":"特斯拉能到400多的价位是因为马斯克站对了特朗普,不是因为特斯拉的业绩有多好,特斯拉到300再看看要不要入"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}