Tesla Deliveries Are Coming. They Matter More Than Ever. Here’s What to Expect.

Barrons2021-03-26

The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...

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精彩评论

mwsi7128
2021-04-22
mwsi7128
Up up up
AliceQuah
2021-04-19
AliceQuah
$Tesla Motors(TSLA)$is a good company. Strong cash flow, wide missions. It's worth to hold for long. 真金不怕火炼
DenDenBear
2021-04-14
DenDenBear
Reply and like thanks
49f16300
2021-04-10
49f16300
Tho shortage of chips, still hopeful for raise. Better later than never, isn't it?
要挣只RMille
2021-04-09
要挣只RMille
Wow
xuanlin
2021-04-01
xuanlin
Pls comment
- KF73:
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They Matter More Than Ever. Here’s What to Expect.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-26 23:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"TSLA","symbol_name":"特斯拉","start_time":0,"source_url":"https://www.barrons.com/articles/tesla-deliveries-are-coming-they-matter-more-than-ever-heres-what-to-expect-51616769819?mod=hp_DAY_Theme_1_3","article_id":"1111192234","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1111192234","pubTimestamp":1616772179,"sourceInfo":{"source_id":"lsy1601382232898","name":"Barrons"},"weMediaInfo":null,"summary":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.Numbers will matter even more for richly valued, high-growth companies such as Tesla. Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors and Ford Motor have taken unexpected plant downtime recently and","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"特斯拉送货来了。它们比以往任何时候都重要。这是我们所期待的。","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLA":0.9},"content_text":"The first quarter ends in just a few days. That means more delivery data from auto makers is due. For investors, the figures will be higher stakes than usual. The reason is simple: The global automotive microchip shortage is roiling the entire car business.\nNumbers will matter even more for richly valued, high-growth companies such as Tesla(ticker: TSLA). Tesla investors want growth, and the chip situation is squeezing growth. Both General Motors(GM) and Ford Motor(F) have taken unexpected plant downtime recently and have called the chip issue a billion-dollar profit headwind for 2021. That’s not what investors want to hear.\nEveryone is aware of the issue. Still, when first-quarter data is released, investors have to decide whether or not to give Tesla, or any other fast-growing EV maker, a pass if results are weaker than expected.\nSo far the market isn’t feeling charitable. But the sample size is only one stock.\nNIO shares (NIO) are down more than 6% in Friday trading after the EV maker reduced guidance for first-quarter deliveries from about 20,250 cars to about 19,500. NIO management cited the chip shortage and is shutting a manufacturing plant for five days starting March 29.\nFor Tesla, Wall Street is looking for about 162,000 vehicles delivered in March. That’s down from a peak estimate of about 183,000 vehicles. Analysts seem to be reducing numbers, possibly because of the shortage.\nTesla delivered about 181,000 vehicles in the fourth quarter. For the full year 2021, analysts are looking for almost 800,000 vehicle deliveries, up about 60% year over year.\nRBC analyst Joe Spak is forecasting 170,000 first-quarter deliveries, up more than 90% year over year. He also forecasts Tesla will make 96,000 cars in California and 74,000 cars in China during the quarter. “Consensus [estimate] looks mostly reasonable,” wrote Spak in a Thursday report. “We do look for updates to see how the semi shortage is impacting Tesla—as it has the rest of the industry.” He sees some additional downside risk to estimates, especially for second-quarter numbers, because of chips.\nSpak rates Tesla stock Hold and has a $725 price target for shares.\nIn the case of Tesla stock, the chip shortage has taken a back seat to rising interest rates. Rising rateshit growth stocksin two main ways. 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The S&P 500is up about 0.7%.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":376131284,"gmtCreate":1619096471348,"gmtModify":1634288606630,"author":{"id":"3577516504779986","authorId":"3577516504779986","name":"mwsi7128","avatar":"https://static.tigerbbs.com/2de12058e4995503d289303fb0b984fc","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3577516504779986","authorIdStr":"3577516504779986"},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376131284","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":373122044,"gmtCreate":1618833564988,"gmtModify":1634290551082,"author":{"id":"3566963423285739","authorId":"3566963423285739","name":"AliceQuah","avatar":"https://static.tigerbbs.com/ab75773a0b4e08c10b11baaf6a467648","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3566963423285739","authorIdStr":"3566963423285739"},"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>is a good company. Strong cash flow, wide missions. It's worth to hold for long. 真金不怕火炼","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>is a good company. Strong cash flow, wide missions. It's worth to hold for long. 真金不怕火炼","text":"$Tesla Motors(TSLA)$is a good company. Strong cash flow, wide missions. It's worth to hold for long. 真金不怕火炼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373122044","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":344349643,"gmtCreate":1618380345782,"gmtModify":1634293343175,"author":{"id":"3576147606699436","authorId":"3576147606699436","name":"DenDenBear","avatar":"https://static.tigerbbs.com/01e983ba302bc271159224fa4bb390e6","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3576147606699436","authorIdStr":"3576147606699436"},"htmlText":"Reply and like thanks","listText":"Reply and like thanks","text":"Reply and like thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344349643","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":346341514,"gmtCreate":1618008218738,"gmtModify":1634295310313,"author":{"id":"3574420135746939","authorId":"3574420135746939","name":"49f16300","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3574420135746939","authorIdStr":"3574420135746939"},"htmlText":"Tho shortage of chips, still hopeful for raise. Better later than never, isn't it?","listText":"Tho shortage of chips, still hopeful for raise. Better later than never, isn't it?","text":"Tho shortage of chips, still hopeful for raise. Better later than never, isn't it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346341514","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":346032569,"gmtCreate":1617973166251,"gmtModify":1634295449358,"author":{"id":"3562667144707996","authorId":"3562667144707996","name":"要挣只RMille","avatar":"https://static.tigerbbs.com/ac9f0aa872066518bf6f522213807c03","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3562667144707996","authorIdStr":"3562667144707996"},"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346032569","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":357015808,"gmtCreate":1617207523704,"gmtModify":1634522033915,"author":{"id":"3575152506937716","authorId":"3575152506937716","name":"xuanlin","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3575152506937716","authorIdStr":"3575152506937716"},"htmlText":"Pls comment","listText":"Pls comment","text":"Pls comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/357015808","repostId":1111192234,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4021439,"gmtCreate":1618280464116,"gmtModify":1635739849803,"authorId":3579568649549102,"author":{"id":3579568649549102,"idStr":"3579568649549102","authorId":3579568649549102,"name":"KF73","avatar":"https://static.tigerbbs.com/08cb18d8dbd8d12a776f947554bdb6e6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":357015808,"type":1,"supId":0,"prevId":0,"content":"<u>Tesla</u>","text":"<u>Tesla</u>","html":"<u>Tesla</u>"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":907,"commentSize":801,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1111192234"}