谁点燃了特斯拉的股价？

未来汽车日报2021-10-26

在一系列利好消息的催化下，特斯拉的股价再度站上巅峰。 10月25日，特斯拉股价涨12.7%达1024.86美元，总市值创纪录达到1.01万亿美元。这是特斯拉市值首次突破万亿，也让其一举超越Facebook成为美股市值第五大公司。 “疯狂的一万亿美元！”当天收盘之际，特斯拉CEO埃隆·马斯克（Elon Musk）在社交媒体上发文纪念这一里程碑式的时刻。在目前市值达到万亿的公司阵营中，前有苹果、微软...

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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

Peiji2082
2021-10-27
Peiji2082
居然这么快就超过$1000[强] [强]
Jet2017
2021-10-27
Jet2017
黑特斯拉的都哑巴了？
- cherryxy:
  年底1200目标不变
DominicOu
2021-10-27
DominicOu
赞
奧運會
2021-10-27
奧運會
😣😣😣😣
Tome
2021-10-27
Tome
赞👍
Schemppho
2021-10-27
Schemppho
好

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Global）一口气购入10万辆特斯拉。不同于传统租赁公司，赫兹并没有选择购入高折扣的低配车型，而是全价购入高配置版本。\n这笔订单不仅是史上电动车数量最多的交易，更是直接为特斯拉带来42亿美元的收入，同时锁定了特斯拉10%的年产能。彭博社援引知情人士报道称，这些车辆将会在未来14个月内交付。\n经历了2017年的产能地狱，如今的特斯拉无疑已经具备消化这些订单的能力。\n消息发出后，一位网友在社交媒体上表示，“特斯拉拿下10万辆订单，是一个巨大的进步。”马斯克也在之后略显“凡尔赛”地回应称，“奇怪的是，特斯拉的估值变动在很大程度上是一个生产爬坡问题，而不是需求问题。”换言之，在马斯克眼中，特斯拉的销量向来都是供不应求。\n\n来源：马斯克推特\n除了斩获史上最大的订单，中国市场也为特斯拉的股价添了一把火。\n10月25日，特斯拉向SEC递交的文件显示，今年三季度特斯拉在中国市场收入同比大增78.5%至31.13亿美元，这一数字也超过特斯拉在中国市场的全年收入66.62亿美元。前三季度，特斯拉在中国区实现营收90.15亿美元，约占特斯拉全球收入比例达25%，成为仅次于美国的第二大市场。\n事实上，自上海工厂投产以来，特斯拉就不断下注中国市场。今年以来，在成本压力下，特斯拉多次调整在美国的车型价格，而相比之下，特斯拉在中国市场则保持较低的售价策略。按照计划，到2021年底，特斯拉上海超级工厂国产化率将达到90%。\n为了持续吸引中国消费者，特斯拉也在不断深化本土化战略。10月25日，备受期待的特斯拉上海研发创新中心和特斯拉上海超级工厂数据中心均建设落成，并宣布将在近期投入使用。\n官方表示，按照《上海市数据中心建设导则（2021版）》相关要求，特斯拉已经完成数据中心相关审批备案要求，并建成特斯拉上海超级工厂数据中心，用于存储工厂生产等中国运营数据。\n随着数据中心的落地，这也意味着此前备受争议的数据隐私问题得到彻底解决。\n除此之外，推动股价上涨最关键的还是业绩。第三季度，特斯拉收获有史以来最好的净利润、营业利润，营收达同比增长58%达137.57亿美元，净利润同比大增389%至16.18亿美元。最关键的是，特斯拉的汽车毛利达到30.5%，这个数字比丰田2020年18%的毛利率还要高。\n如今刚年满18岁的特斯拉，已经成长为能赚钱养家的公司。\n能否超越苹果？\n万亿市值并非终点，伴随着特斯拉前进的步伐，资本市场对其期待值也随之水涨船高。\n今年9月，当Model 3登上欧洲新车销量榜首位，长期看涨特斯拉的摩根士丹利分析师亚当·乔纳斯(Adam Jonas)随之将特斯拉的目标价从每股900美元上调至1200美元。这意味着特斯拉的股价还有近20%的上涨空间。\n另一位看好特斯拉的Ark Investment Management创始人Cathie Wood认为，到2025年，特斯拉的股价会达到3000美元。\n“现在特斯拉的市值并没有高估，反而属于恢复状态。”上述投资经理分析称，随着特斯拉对传统汽车的挤压，后者的市值也将被特斯拉夺走。“前期资本市场对特斯拉的想象力会拉高其估值，随着业绩上涨，估值也会继续拉升，股价也会持续走高。”\n在他看来，无论是科技创新还是商业模式，特斯拉都足够性感。“下个阶段先超越苹果，后面就是无人驾驶FSD，随着业绩上涨，市值将会达到十万亿。”\n\n来源：特斯拉微博\n抛开市值，对于头部公司来说，最终的走向几乎都是凭借高利润以及规模化取胜。\n以苹果为例，作为全球市值最高的企业，目前其市盈率为29倍。根据市场研究机构Gartner发布的数据，苹果在2020年第四季度的手机出货量接近8000万台，超越三星成为全球智能手机销量冠军。\n调研公司Counterpoint发布报告称，今年第二季度，尽管苹果对全球手机出货量只有13%，但却获得了整个手机市场75%的营业利润，以及40%的营收。其营收能力可见一斑。\n对比现阶段的特斯拉，其2020年全球交付量为50万辆，仅占丰田以及大众集团的二十分之一，市盈率更是达到了300倍。在规模与市值严重不对等的情况下，特斯拉还需要在规模化的路上不断努力。\n10月8日，在股东大会上，特斯拉再次重申了2030年2000万辆的销量目标。也就是说，特斯拉要在10年之内，销量实现同比增长40倍。\n不过也有人表示，特斯拉的野心并不足以支撑起如此高的市值。\n“我们承认特斯拉的业绩无可挑剔，但这没有改变我们对特斯拉股价被高估的看法。” 一直看空特斯拉的投资公司Roth Capital Partners分析师克莱格·欧文（Craig Irwin）认为，未来汽车行业最大的催化剂是2024年发布的苹果汽车，该分析师将特斯拉的股价定在150美元。\n无论是看多者还是看空者，特斯拉都是如今资本市场当之无愧的宠儿。单从销量来看，特斯拉也已经稳坐自己的领跑地位，那么特斯拉能否超越苹果或许值得期待一下了。","kind":"news","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":852419432,"gmtCreate":1635296167032,"gmtModify":1635296168528,"author":{"id":"3558261805301994","authorId":"3558261805301994","name":"Peiji2082","avatar":"https://static.tigerbbs.com/343f304a5501207aa26984592a0c306b","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3558261805301994","authorIdStr":"3558261805301994"},"htmlText":"居然这么快就超过$1000[强]&nbsp;[强]&nbsp;","listText":"居然这么快就超过$1000[强]&nbsp;[强]&nbsp;","text":"居然这么快就超过$1000[强] 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