面临四大利空，特斯拉竟被看空至30美元？

金十数据2023-01-04

2023年第一个美股交易日，特斯拉收跌超12%，创两年多来最大跌幅。DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)认为，投资者终于意识到特斯拉就是一家汽车公司这个事实。因此，它的股价也得反映这个事实，这可能意味着它的每股价值仅为30美元，比现在的价值低72%。科斯拉表示,“通用汽车(GM)和福特(F)的市值分别为490亿美元和450亿美元。特斯拉的市值...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

kasea
2023-01-05
kasea
快跌快看空哈哈哈跌了我好买[龇牙] 反正我买车就买特斯拉
我是虎虎虎
2023-01-04
我是虎虎虎
苹果这不就是个卖手机的吗？凭什么值两万亿美元呢？特斯拉咋说还是一辆大的多的汽车，做空的人有一万个理由声讨，信了的也就是时刻被割的韭菜。
喉咙发炎
2023-01-04
喉咙发炎
到30让你们抄底？牛市咋没这么多理由看空
宛若一
2023-01-04
宛若一
确实只值30，营收才多少？市销率，市盈率太夸张了！
alex1984
2023-01-04
alex1984
哈哈哈哈哈哈哈哈
赖先生甜蜜的人生
2023-01-04
赖先生甜蜜的人生
跌到3元，老子什么都卖掉就买特斯拉，**，看空到30元，每次跌就买入，每次跌就买入，留给我儿子花
- 陈友谅回复赖先生甜蜜的人生:
  干嘛骂人，你是不是急了？
- 赖先生甜蜜的人生:
  **，现在看看多少钱
- 陈友谅:
  没事，儿子接手的时候，已经不存在这个公司了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1133200987?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","is_english":false,"pubTime":"2023-01-04 17:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1133200987","market":"us","top_or_hot":-1,"title":"面临四大利空，特斯拉竟被看空至30美元？","media":"金十数据","content":"<div>\n<p>2023年第一个美股交易日，特斯拉收跌超12%，创两年多来最大跌幅。DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)认为，投资者终于意识到特斯拉就是一家汽车公司这个事实。因此，它的股价也得反映这个事实，这可能意味着它的每股价值仅为30美元，比现在的价值低72%。科斯拉表示,“通用汽车(GM)和福特(F)的市值分别为490亿美元和450亿美元。特斯拉的市值...</p>\n\n<a href=\"https://xnews.jin10.com/details/105119\">网页链接</a>\n\n</div>\n","source":"jssj","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>面临四大利空，特斯拉竟被看空至30美元？</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: 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面临四大利空，特斯拉竟被看空至30美元？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-04 17:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/105119><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023年第一个美股交易日，特斯拉收跌超12%，创两年多来最大跌幅。DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)认为，投资者终于意识到特斯拉就是一家汽车公司这个事实。因此，它的股价也得反映这个事实，这可能意味着它的每股价值仅为30美元，比现在的价值低72%。科斯拉表示,“通用汽车(GM)和福特(F)的市值分别为490亿美元和450亿美元。特斯拉的市值...</p>\n\n<a href=\"https://xnews.jin10.com/details/105119\">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://xnews.jin10.com/details/105119","article_id":"1133200987","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1133200987","pubTimestamp":1672825750,"sourceInfo":{"source_id":"jssj","name":"金十数据"},"weMediaInfo":null,"summary":"特斯拉能否继续在营收和利润方面遥遥领先仍是个未知数。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"TSLA":"特斯拉"},"translate_title":"Faced with four major negative results, Tesla was bearish to $30?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c48afe1f7b981e980067b4faa04c9c14","symbols_score_info":{"TSLA":0.9},"content_text":"2023年第一个美股交易日，特斯拉收跌超12%，创两年多来最大跌幅。DataTrek Research联合创始人尼古拉斯·科拉斯(Nicholas Colas)认为，投资者终于意识到特斯拉就是一家汽车公司这个事实。因此，它的股价也得反映这个事实，这可能意味着它的每股价值仅为30美元，比现在的价值低72%。科斯拉表示,“通用汽车(GM)和福特(F)的市值分别为490亿美元和450亿美元。特斯拉的市值为3960亿美元。假设特斯拉的市值为通用汽车和福特的总和，即940亿美元。那TSLA的股价应为每股30美元。”所谓墙倒众人推，特斯拉的股价真的就一路下跌了吗？目前市场看空特斯拉的原因到底有哪些？第一，马斯克在推特的言行劝退了特斯拉客户美国小说家和编剧约翰·布鲁门塔尔(John Blumenthal)曾经是特斯拉的忠实用户，他买了一辆特斯拉来帮助保护环境，还劝身边的朋友换车，但现在希望自己从来没买过特斯拉。他说，“人们会把我视为右翼环保主义的象征……现在马斯克显然已经转向极右翼——禁止记者使用推特，同时恢复新纳粹主义。每当我开车去任何地方，都会与他的品牌联系在一起。”另外，美国经济学家保罗·克鲁格曼(Paul Krugman)将特斯拉股票的异常暴跌归因于“马斯克收购推特以及随之而来的声誉自焚”。他说，特斯拉之前的销量部分来自人们认为马斯克是个很酷的人，“现在还有谁会这样看他？”抛开马斯克的个人魅力不说，投资者其实最担心的是，他是否还要继续抛售特斯拉股票来支付推特的债务利息？第二，电动汽车竞争加剧，特斯拉客户流失以前人们买燃油车的时候关注的是价格、品牌和型号，但是因为电动汽车的供应短缺，很多消费者更加关注的反而是交付时间。现在市面上可供选择的电动汽车车型众多，已经上市和即将上市的车型共计超过50款。S&P Global Mobility发现，拥有某种汽车品牌的人中，大约有一半会转向购买另一个品牌。华尔街日报也报道称，约80%的起亚EV6电动跨界车买家购买了起亚以外的其他车型，超过66%的福特野马Mach-E电动运动型多用途车购买者换车时选择了其他品牌。消费者更换品牌的意愿意味着，市场份额可能会转移到能够比特斯拉更快交付的竞争对手那边。如果客户对起亚、福特、Rivian等公司购买的产品感到满意，他们将来可能也会避开特斯拉。第三，特斯拉的大幅折扣暗示需求疲软特斯拉曾设定2022年出货量增长50%的目标，但是一直未能达成。1月2日，特斯拉报告称其第四季度交付了405,000辆汽车，比10月份的预测低25,000辆，据《纽约时报》报道，到2022年，特斯拉的汽车出货量为130万辆——比2021年增长了40%，但远低于其50%的目标。为保销量，据Car and Driver报道，特斯拉正在为现有车主提供一些增强型自动驾驶功能的30天试用期，而这通常是付费升级。特斯拉还为Model 3和Model Y买家提供各种折扣，12月份购车可以享受7,500美元以及10,000英里的免费超级充电的优惠活动。第四，特斯拉股票估值过高特斯拉股票的市盈率是2023年预期收益的24倍以上，比通用汽车和福特高出许多倍，这两家传统车企的市盈率在5到6之间。部分估值过高可能是由于特斯拉更高的增长预期。彭博社指出，分析师预计通用汽车和福特汽车在2023年将以较低的个位数增长——远低于特斯拉36%的增长率。另外，特斯拉的利润也更高，在截至9月底的三季度，特斯拉的收入增长了56%，净利润率为15.3%。这优于其竞争对手丰田（22.2%和4.7%）、通用汽车（56%和7.9%）、福特（10%和-2.1%）和大众（24.2%和2.9%）。虽然近期特斯拉股价大跌，但是作为一家汽车公司，它的估值仍然比传统车企高得多。未来电动汽车市场竞争加剧，特斯拉能否继续在营收和利润方面遥遥领先仍是个未知数。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":628302326,"gmtCreate":1672879652865,"gmtModify":1672881649985,"author":{"id":"4135341184423600","authorId":"4135341184423600","name":"kasea","avatar":"https://static.tigerbbs.com/a7ad72ac8f825be1aa2282fb4a810bf9","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"快跌快看空哈哈哈跌了我好买[龇牙]&nbsp; 反正我买车就买特斯拉","listText":"快跌快看空哈哈哈跌了我好买[龇牙]&nbsp; 反正我买车就买特斯拉","text":"快跌快看空哈哈哈跌了我好买[龇牙] 反正我买车就买特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628302326","repostId":1133200987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628921665,"gmtCreate":1672836060557,"gmtModify":1672838179583,"author":{"id":"3576839671990493","authorId":"3576839671990493","name":"我是虎虎虎","avatar":"https://static.tigerbbs.com/bd23b95896db711be03aaf012c367353","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"苹果这不就是个卖手机的吗？凭什么值两万亿美元呢？特斯拉咋说还是一辆大的多的汽车，做空的人有一万个理由声讨，信了的也就是时刻被割的韭菜。","listText":"苹果这不就是个卖手机的吗？凭什么值两万亿美元呢？特斯拉咋说还是一辆大的多的汽车，做空的人有一万个理由声讨，信了的也就是时刻被割的韭菜。","text":"苹果这不就是个卖手机的吗？凭什么值两万亿美元呢？特斯拉咋说还是一辆大的多的汽车，做空的人有一万个理由声讨，信了的也就是时刻被割的韭菜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628921665","repostId":1133200987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628929212,"gmtCreate":1672834836636,"gmtModify":1672834838556,"author":{"id":"3567666124423796","authorId":"3567666124423796","name":"喉咙发炎","avatar":"https://static.tigerbbs.com/c16bd77e77f0e1aa5c2b6445d9b6d111","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"到30让你们抄底？&nbsp; 牛市咋没这么多理由看空","listText":"到30让你们抄底？&nbsp; 牛市咋没这么多理由看空","text":"到30让你们抄底？ 牛市咋没这么多理由看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628929212","repostId":1133200987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628964292,"gmtCreate":1672833776117,"gmtModify":1672833778257,"author":{"id":"3439498180568292","authorId":"3439498180568292","name":"宛若一","avatar":"https://static.tigerbbs.com/e2d546312891fb2eee822e9aaed7184f","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"确实只值30，营收才多少？市销率，市盈率太夸张了！","listText":"确实只值30，营收才多少？市销率，市盈率太夸张了！","text":"确实只值30，营收才多少？市销率，市盈率太夸张了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628964292","repostId":1133200987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628965494,"gmtCreate":1672833348819,"gmtModify":1672833350474,"author":{"id":"3513027564673245","authorId":"3513027564673245","name":"alex1984","avatar":"https://static.tigerbbs.com/f0800db53737bf23fc53962623527479","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"哈哈哈哈哈哈哈哈","listText":"哈哈哈哈哈哈哈哈","text":"哈哈哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628965494","repostId":1133200987,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628962867,"gmtCreate":1672832547759,"gmtModify":1672832723236,"author":{"id":"4108544752160810","authorId":"4108544752160810","name":"赖先生甜蜜的人生","avatar":"https://static.tigerbbs.com/0b804a983843114d2bf1574358eede43","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":0},"htmlText":"跌到3元，老子什么都卖掉就买特斯拉，**，看空到30元，每次跌就买入，每次跌就买入，留给我儿子花","listText":"跌到3元，老子什么都卖掉就买特斯拉，**，看空到30元，每次跌就买入，每次跌就买入，留给我儿子花","text":"跌到3元，老子什么都卖掉就买特斯拉，**，看空到30元，每次跌就买入，每次跌就买入，留给我儿子花","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/628962867","repostId":1133200987,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7844993,"gmtCreate":1674564464891,"gmtModify":1674564477895,"authorId":3557008405269629,"author":{"id":3557008405269629,"authorId":3557008405269629,"name":"陈友谅","avatar":"https://static.tigerbbs.com/953c1fdfc8acec2f32eff5bd321baf37","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":4108544752160810,"repliedAuthor":{"id":4108544752160810,"authorId":4108544752160810,"name":"赖先生甜蜜的人生","avatar":"https://static.tigerbbs.com/0b804a983843114d2bf1574358eede43","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.69%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":628962867,"type":1,"supId":7817053,"prevId":7844892,"content":"干嘛骂人，你是不是急了？","text":"干嘛骂人，你是不是急了？","html":"干嘛骂人，你是不是急了？"},{"id":7844892,"gmtCreate":1674558281656,"gmtModify":1674561415046,"authorId":4108544752160810,"author":{"id":4108544752160810,"authorId":4108544752160810,"name":"赖先生甜蜜的人生","avatar":"https://static.tigerbbs.com/0b804a983843114d2bf1574358eede43","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.69%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628962867,"type":1,"supId":7817053,"prevId":0,"content":"**，现在看看多少钱","text":"**，现在看看多少钱","html":"**，现在看看多少钱"},{"id":7817053,"gmtCreate":1672886201612,"gmtModify":1672886215015,"authorId":3557008405269629,"author":{"id":3557008405269629,"authorId":3557008405269629,"name":"陈友谅","avatar":"https://static.tigerbbs.com/953c1fdfc8acec2f32eff5bd321baf37","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628962867,"type":1,"supId":0,"prevId":0,"content":"没事，儿子接手的时候，已经不存在这个公司了","text":"没事，儿子接手的时候，已经不存在这个公司了","html":"没事，儿子接手的时候，已经不存在这个公司了"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":8,"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":"4.25.1","shortVersion":"4.25.1","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/1133200987"}