预测最准的分析师“翻多”后，特斯拉报复性反弹20%

华尔街见闻2021-03-10

在连续大跌五天之后，特斯拉终于又回来了！隔夜，特斯拉股价收涨近20%至673.58美元，涨幅创一年以来最大，市值也增加逾1000亿美元，重新回到6000亿美元上方。 Refinitiv数据显示，交易员们当日易手近430亿美元的特斯拉股票，这一交易规模几乎是成交量第二高的公司——苹果的三倍。暴跌之后为何“回春”？这不仅是因为特斯拉中国销售数据亮眼，更重要的是，华尔街看特斯拉最准的分析师，他“...

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小可爱虎宝贝
2021-03-10
小可爱虎宝贝
加油
keith78
2021-03-10
keith78
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Ferragu将特斯拉股票评级从中性上调至买入，目标价为900美元。\n在Ferragu看来，特斯拉的盈利势头还能继续保持两年，其需求前景远比供应前景更为强劲。\n\n到2023年，特斯拉交付量将达到200万辆，实现12美元的利润，这比目前的预期高出50%以上。循着这样的轨迹，我们相信该股的预期市盈率将保持在50倍-100倍区间的高端，与亚马逊近十年来的股价水平相当，但会略低于目前的100倍。\n\n去年10月，Ferragu曾给予特斯拉578美元的目标价，为当时华尔街最高。但值得注意的是，到了去年12月，Ferragu竟对市场高呼：“是时候获利了结”特斯拉股票了。\n当时，这位分析师逆势下调对特斯拉的股票评级至中性，并称虽仍预计特斯拉2021年交货数量将高于预期，利润率也保持强劲增长，但在那时的估值水平下，公司股价上行势头有限。一旦公司完成纳入标普指数工作，股价回调就成为一种必然。\n不过，尽管提出了这样的建议，Ferragu仍旧长期看多特斯拉，认为特斯拉依然处于长期高速增长期。\n根据Ferragu的预测，到2026年，特斯拉的年交付汽车数目将达到280万辆，这就意味着，相比于公司去年50万辆的交付数目，复合年增长率达到33%。","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":323579333,"gmtCreate":1615361711522,"gmtModify":1703487876177,"author":{"id":"3575514186996231","authorId":"3575514186996231","name":"小可爱虎宝贝","avatar":"https://static.tigerbbs.com/1414dbd75c865100dd9a971ecd402a75","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323579333","repostId":2118261056,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":323553705,"gmtCreate":1615359392207,"gmtModify":1703487850102,"author":{"id":"3554934097307853","authorId":"3554934097307853","name":"keith78","avatar":"https://static.tigerbbs.com/aa5663adadf3dafa7a699faab6b60014","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323553705","repostId":2118261056,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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