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2021-03-17

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Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>

Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202

Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":324130561,"tweetId":"324130561","gmtCreate":1615972309853,"gmtModify":1703495706336,"author":{"id":3575929684948138,"idStr":"3575929684948138","authorId":3575929684948138,"authorIdStr":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>interesting</body></html>","htmlText":"<html><head></head><body>interesting</body></html>","text":"interesting","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/324130561","repostId":1170182904,"repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://www.laohu8.com/m/news/1170182904?lang=zh_CN&edition=full","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.<blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.<blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).<blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.<blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote>Battery plants are becoming the new engine plants of the automotive industry.<blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.<blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.<blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.<blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”<blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.<blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.<blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.<blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.<blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.<blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote>That’s enough space for many winners and losers: VW and Tesla can both succeed.<blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</blockquote>","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>Volkswagen Is Coming After Tesla. 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What It Means for Both Stocks.<blockquote>大众汽车紧随特斯拉之后。这对两只股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-03-17 16:54\n\n</h4>\n</header>\n<article>\nVolkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.<blockquote>大众汽车希望成为全球电动汽车的领导者。它不满足于将百事可乐与特斯拉的可口可乐竞争。</blockquote>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.<blockquote>这家德国汽车制造巨头在过去几天的投资者活动和股东大会上阐述了最新的电动汽车雄心。大众汽车（股票代码：VOW.Germany）一直有远大的电动汽车目标，但该公司正在加倍努力全电动汽车未来。</blockquote>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).<blockquote>特别是，该公司宣布计划到2030年建造6个超级工厂。得益于特斯拉（TSLA），超级工厂已成为电池工厂的行业行话。Gigafactory是特斯拉与松下（6752.Japan）合作建造的巨大内华达电池工厂。</blockquote>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.<blockquote>大众汽车的电池工厂应该有能力每年生产240吉瓦时的电池。Giga是十亿的缩写，但投资者需要知道的是，这种水平的制造能力每年大约可以为四到五百万辆电动汽车提供动力。</blockquote>Battery plants are becoming the new engine plants of the automotive industry.<blockquote>电池厂正在成为汽车行业新的发动机厂。</blockquote>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.<blockquote>当然，大众汽车将继续为现有行业购买电池，该公司还对QuantumScape(QS)进行了大量投资。Quantum是固态锂阳极电池的先驱，与当今的锂离子电动汽车电池技术相比，它有望实现更低的成本、更好的安全性、更长的续航里程和更快的充电时间。</blockquote>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.<blockquote>就背景而言，大众汽车在2019年交付了约1100万辆汽车，这是疫情影响行业销量的前一年。2020年，大众汽车销售了约23万辆全电动汽车和超过40万辆电动汽车，包括混合动力和插电式混合动力选项。特斯拉在2020年售出了约50万辆电动汽车。</blockquote>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.<blockquote>华尔街预计特斯拉将在2021年交付约84万辆电动汽车。大众汽车的目标是今年销售100万辆电动汽车。大众汽车还将到2030年欧洲电动汽车销量的目标提高了一倍。这家德国汽车制造商希望届时欧洲销量的70%是电动汽车，是之前35%目标的两倍。</blockquote>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”<blockquote>首席执行官赫伯特·迪斯(Elon Musk)在周二与股东的谈话中表示：“到2030年，我们预计[纯电动汽车]将占全球交付量的50%。”“在欧洲，我们预计这一比例约为60%。”</blockquote>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.<blockquote>这一切都非常雄心勃勃。成本下降将有助于公司实现这一目标。大众汽车还认为，从现在到2030年，它将把电池成本降低约50%，但成本的绝对水平没有透露。电池是电动汽车总成本的重要组成部分，因此降低50%将大大有助于使电动汽车的标价与汽油动力汽车相当。</blockquote>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.<blockquote>不过，更多的竞争并不是特斯拉的丧钟。然而，这更有可能是汽油动力汽车的丧钟。贝尔德分析师本·卡隆(Ben Kalloin)在周一的研究报告中写道：“大众动力日证实电动汽车将成为标准。”卡洛报道的是特斯拉，而不是大众，他认为大众事件是一个信号，表明电动汽车在整个汽车市场的渗透率将比投资者目前预期的要快。然而，他预计特斯拉仍将是领导者。</blockquote>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.<blockquote>Kallo将特斯拉股票评级为买入，目标价为736美元。Wedbush分析师Dan Ives也关注特斯拉，而不是大众。他将特斯拉股票评级为持有。然而，艾夫斯的目标价高于卡洛的每股950美元。</blockquote>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.<blockquote>Ives的客户问他，新的竞争是否是特斯拉股票最近抛售的原因。特斯拉股价较1月份高点下跌21%。他的回答是断然否定的。</blockquote>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.<blockquote>“电动汽车派对才刚刚开始，”艾夫斯写道。利率上升打击了高增长的电动汽车行业，但他并不担心。“……转型才刚刚开始，因为这个行业正处于未来十年5万亿美元市场机遇的风口浪尖。”这是一个巨大的数字，但考虑到全球汽车销售额每年轻松突破2万亿美元，这是可以实现的。</blockquote>That’s enough space for many winners and losers: VW and Tesla can both succeed.<blockquote>这对于许多赢家和输家来说都有足够的空间：大众和特斯拉都可以成功。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","VLKAY":"大众汽车","VLKAF":"Volkswagen AG","VWAGY":"大众汽车ADR"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1,"symbols_score_info":{"TSLA":0.9,"VLKAY":0.9,"VLKAF":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":1452,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":11,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}