特斯拉涨势过快、涨幅过大！巴克莱：是时候落袋为安了

华尔街见闻2023-06-21

特斯拉年初至今上涨120%，市值已经翻了一番多。目前华尔街对特斯拉股价分歧巨大，目标价从85美元至335美元之间不等。最近，“特斯拉股价飙涨过后该去该留”再一次引发热烈讨论。有分析师采取新的估值方法，指出特斯拉股价还有继续上涨的空间，也有分析师发出警告，并下调特斯拉评级。周三，巴克莱银行分析师Dan Levy表示，特斯拉股价已经涨太快、太多了，在最近的反弹之后，是时候落袋为安了。在5月份上涨24%...

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精彩评论

杨大逍遥
2023-06-21
杨大逍遥
有眼光
量子退火
2023-06-21
量子退火
他们忘记了星舰下次马上又要试飞了
- 卡尔洋:
  跟星舰有毛关系
天空使者
2023-06-21
天空使者
年底到500 立帖为证
- 一只没有耳朵一只没有尾巴:
  证明你错了。
- jw2020:
  好夸张哈哈哈
kakaluote124
2023-06-21
kakaluote124
别人恐惧时贪婪，别人贪婪时恐惧
加勒比海虹
2023-06-21
加勒比海虹
倒车接人，快上车
kakaluote124
2023-06-21
kakaluote124
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Narayan上周发表了一份报告，其中采用了一种新的估值方法，该方法对特斯拉的主业——汽车制造业务的估值不高，但对特斯拉做出的“机器人出租车”的承诺给了很大估值——他认为，无人驾驶汽车有朝一日可能会取代部分汽车。根据Narayan提供的估值方法，特斯拉的目标市值有望超越1万亿美元，其中，汽车业务（也就是特斯拉现在的主业）的估值仅占大约9亿美元，全自动驾驶的估值则占到24亿美元，未来的“机器人出租车”业务估值高达73亿美元。这种估值方法并非第一次有人提出，但它正在引起新的关注。两个月前，在特斯拉股价因财报利空大跌近10%之际，“木头姐”无惧大跌，力挺特斯拉，她旗下方舟投资对于特斯拉的估值模型显示，在基准情境下，特斯拉2027年每股预期价值将达到2000美元。该估值模型中，特斯拉未来的自动驾驶出租车业务线是一个关键驱动因素。木头姐认为，到2030年，自动驾驶出租车有望带来8万亿至10万亿美元的收入。当然估值是一门艺术，抛开这些，关于最近的大涨，华尔街依然有更务实的解释。Battle Road Research的分析师Ben Rose认为，这轮反弹始于马斯克任命推特新任首席执行官，减轻了人们对他因去年购买推特而分心的担忧。此外，特斯拉本月还更新了其网站，以显示其所有车辆都有资格获得美国政府的全额税收抵免。此前，其大部分车型仅获得了税收抵免的一半。这种变化可能反映了供应链的调整，可能有助于公司在不进一步降价和降低利润的情况下保持增长。如果第二季度特斯拉的盈利显示出企稳迹象，分析师可能会开始上调他们在过去六个月左右一直下调的目标价。分析称，在分析特斯拉这一只热门股时，市场常常把那些遥遥无期、科幻电影般的技术看得比基本面还重要，这也是市场对特斯拉预测众说纷纭的主要原因。但下个月公布的二季度业绩，有可能令市场重新回归基本面。无论财报是好是坏，它都可能提醒投资者，特斯拉仍然是一家主要依赖于销售汽车的公司，而且在未来许多年内仍将如此。","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":189793316618296,"gmtCreate":1687361580674,"gmtModify":1687361582049,"author":{"id":"3560418186602071","authorId":"3560418186602071","authorIdStr":"3560418186602071","name":"杨大逍遥","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":7,"crmLevelSwitch":1},"htmlText":"有眼光","listText":"有眼光","text":"有眼光","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189793316618296","repostId":1144735673,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":189792748830888,"gmtCreate":1687361536563,"gmtModify":1687361538922,"author":{"id":"3459390094571649","authorId":"3459390094571649","authorIdStr":"3459390094571649","name":"量子退火","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"他们忘记了星舰下次马上又要试飞了","listText":"他们忘记了星舰下次马上又要试飞了","text":"他们忘记了星舰下次马上又要试飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/189792748830888","repostId":1144735673,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":8016859,"gmtCreate":1687405035457,"gmtModify":1687407459545,"authorId":3474273072027739,"author":{"id":3474273072027739,"authorId":3474273072027739,"name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":189792748830888,"type":1,"supId":0,"prevId":0,"content":"<span 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