观点 | 500亿美元市值蒸发！为何特斯拉投资者日后股价重挫？

全天候科技2023-03-03

没有新消息就是坏消息。对投资者日的批评可以用一个字概括：空。无论是下一代新车，还是特斯拉未来的指引，都缺少细节，缺少可衡量的标准追踪进展。本周三的首次投资者日以来，特斯拉股价持续下行，周三盘后就跌近6%，周四又跳空低开，盘初跌幅曾达8.3%，创今年1月3日以来最大盘中跌幅，今年内盘中跌幅仅次于特斯拉披露四季度交付量再度逊于市场预期后1月3日当天暴跌15%的水平，市值蒸发约500亿美元。午盘特斯拉...

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保护接盘侠
2023-03-03
保护接盘侠
大家都是趋势交易，看到涨不上去就卖了

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Why did Tesla investors' share prices plummet in the future?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/eee9edb69fe24a314985b1f96175125c","symbols_score_info":{"TSLA":1},"content_text":"没有新消息就是坏消息。对投资者日的批评可以用一个字概括：空。无论是下一代新车，还是特斯拉未来的指引，都缺少细节，缺少可衡量的标准追踪进展。本周三的首次投资者日以来，特斯拉股价持续下行，周三盘后就跌近6%，周四又跳空低开，盘初跌幅曾达8.3%，创今年1月3日以来最大盘中跌幅，今年内盘中跌幅仅次于特斯拉披露四季度交付量再度逊于市场预期后1月3日当天暴跌15%的水平，市值蒸发约500亿美元。午盘特斯拉股价跌幅曾收窄到6%以内，仍可能创1月30日以来最大收盘跌幅，并创2月3日以来收盘新低。本次投资者日期间，特斯拉CEO马斯克公布了备受瞩目的“宏图计划”重要篇章，高管们还介绍了公司在汽车产量、未来销量、卡车Cybertruck、机器人、储能、充电方面的进展或是计划。为什么特斯拉股价还是重挫？华尔街见闻观察到，对投资者日主要的批评可以总结为一个字——空，也可以归纳为四个字：缺少细节。有媒体指出，过去两个月，特斯拉股价之所以能累计大涨，就是因为很多投资者期望特斯拉公布平价的新型电动汽车的计划。可这次投资者日没有提及下一代新车的任何详情。有媒体提到，在长达三个小时的投资者日活动中，马斯克展示了宏图计划的第三篇章，几乎没有提供任何有关特斯拉未来的具体指引。还有媒体称，过去几年特斯拉的产品线都没有改变，本次投资者日缺乏特斯拉将如何扩大产品线的具体细节。对于现有车型Model Y和八年历史的平价车Model 3，演示中也明显没有更新内容。而且，不同于过去那些公开演示和讲话的是，这次马斯克的演讲开头就附上了“冗长的免责声明”。有媒体评论，没有新消息就是坏消息，特斯拉的表现验证了一句华尔街的老话，买传言，卖事实。别的公司在投资者日上通常都提供新的数据或者日期安排，特斯拉没这么做。这本来不算意外，特斯拉就不是一家追求中期目标的公司，不是走寻常路的。让人失望的是，特斯拉也没有提供别的多少东西填补空白。投资者日后发布的新近报告中，摩根士丹利汽车行业分析师Adam Jonas给予特斯拉超配的评级，目标价220美元。这意味着，Jonas预计，特斯拉将在本周三收盘基础上再涨约8.5%。同时Jonas评价：“特斯拉在垂直整合方面的无畏努力即将获得回报。如今的电动汽车太贵了。特斯拉向许多司机提供了将其下一代平台的成本降低 50% 的建议。在比烂的竞赛中，我们严重质疑竞争如何跟上。”投资者日“就清洁能源转型以及公司设计和开发汽车的方式进行了大量讨论，但缺乏具体细节，或是可衡量的指标来追踪其进展”。高盛分析师Mark Delaney周四维持对特斯拉的买入评级不变，目标价200美元，较本周三特斯拉收盘价低约1.4%。Delaney认为，周三的投资者日强化了我们对特拉斯长期竞争地位的正面看法，同时发出投资者可能失望的警告。“特斯拉提供了关于各团队如何努力降低成本、扩大规模和提高能力的重要见解。我们相信，该公司能够在压铸、4680 电池（例如电极的干涂层）、半导体/电力电子和软件等领域取得良好进展。不过，我们相信，许多投资者希望获得（特斯拉）第三代汽车何时可能发货的更多细节。因此，除了说他们会尽快工作并可能在今后几年内如此之外，这次活动缺少明确性，这可能令一些投资者失望。”","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":627022603,"gmtCreate":1677801554303,"gmtModify":1677801555976,"author":{"id":"3571774820943989","authorId":"3571774820943989","name":"保护接盘侠","avatar":"https://static.tigerbbs.com/cd7fc62af4a40417fd23038d823ee378","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"大家都是趋势交易，看到涨不上去就卖了","listText":"大家都是趋势交易，看到涨不上去就卖了","text":"大家都是趋势交易，看到涨不上去就卖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/627022603","repostId":2316619429,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"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/2316619429"}