特斯拉超级充电网价值几何？大摩：1000亿美元！

华尔街见闻2023-06-22

1000亿美元比宝马、现代等很多主流车企的市值都高。不过，做出这一估算的摩根士丹利分析师Adam Jonas早就是华尔街最看好特斯拉的分析师。继两家老牌汽车巨头福特汽车和通用汽车之后，经营北美和欧洲最大电动汽车（EV）充电站网络的ChargePoint、曾被外界称为特斯拉电动车劲敌的Rivian等多家公司最近也纷纷拥抱特斯拉的北美充电标准（NACS）。特斯拉的充电网越来越受汽车行业追捧，华尔街正...

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量子退火
2023-06-22
量子退火
这饼画得有点大
______7922
2023-06-22
______7922
全球电网加起来都没1000亿

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Morgan Stanley: $100 billion!","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d3dc7f75a76a9dab3a7f1a7c1f167b2","symbols_score_info":{"TSLA":1},"content_text":"1000亿美元比宝马、现代等很多主流车企的市值都高。不过，做出这一估算的摩根士丹利分析师Adam Jonas早就是华尔街最看好特斯拉的分析师。继两家老牌汽车巨头福特汽车和通用汽车之后，经营北美和欧洲最大电动汽车（EV）充电站网络的ChargePoint、曾被外界称为特斯拉电动车劲敌的Rivian等多家公司最近也纷纷拥抱特斯拉的北美充电标准（NACS）。特斯拉的充电网越来越受汽车行业追捧，华尔街正积极估算充电网络到底能给特斯拉带来多大的价值。美国能源部数据显示，特斯拉的充电站占美国可用快速充电器总数的60%左右。特斯拉在财报中将充电站相关收入归“服务和其他收入”项目中，并没有单列出来。今年第一季度，服务和其他收入在特斯拉总营收中占比不到10%。Piper Sandler的分析师本月稍早估算，由于特斯拉开放充电网络，到2030年，非特斯拉车主充电可能给特斯拉带来营业收入30亿美元，到2032年，这类收入将增长到约54亿美元。摩根士丹利的分析师Adam Jonas此后尝试给特斯拉的超级充电网整体估值。他考虑到包括EV渗透、税后净营业利润在内的变量，在多种假设情形下估算价值，最后得出的结论是，如果特斯拉开始生产和存储自己的太阳能给旗下充电器供电，整个充电网络自身的价值可能高达1000亿美元。1000亿美元是什么概念呢？它相当于，仅特斯拉超级充电网一项的估值就比多家主流汽车生产商的估值都高。比如德国上市的宝马周三收盘市值不到730亿欧元，韩国现代的市值约合不到350亿美元。特斯拉本周三股价盘中转跌，美股午盘跌超5%，仍有望到收盘时市值还超过8100亿美元。超级充电网的估值占目前总市值的八分之一。不过，华尔街见闻注意到，Adam Jonas早就是华尔街最看好特斯拉的分析师，其他不少分析师都没有他这么乐观。而且，Jonas评价最近特斯拉股价大涨时更看重应用人工智能（AI）的潜力。他说：“我们认为，市场希望首先相信特斯拉是一个AI品牌，其次才是一家汽车公司。”华尔街见闻本周稍早文章提到，Wedbush Securities的分析师Dan Ives认为特斯拉处于“AWS时刻”，像亚马逊当年那样，推出了更吸引眼球的高利润云业务AWS，并把各项业务整合在一起，于是广泛吸引投资者、拉抬股价。但有分析认为，这种类比本质上是不精确的。特斯拉在充电等方面的确有一些副业，但在可预见的未来，似乎没有什么能像特斯拉汽车那样形成规模效应，诞生下一个现金奶牛。去年全年，特斯拉总营收超过814亿美元，如果按Piper Sandler分析师估算，六年后，充电会让特斯拉增加收入30亿美元，在总收入中的确是九牛一毛。上述文章指出，在分析特斯拉这只热门股时，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。而下月公布的二季度业绩可能令市场重新回归基本面。","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":189980936495128,"gmtCreate":1687407476993,"gmtModify":1687407478253,"author":{"id":"3459390094571649","authorId":"3459390094571649","name":"量子退火","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3459390094571649","authorIdStr":"3459390094571649"},"htmlText":"这饼画得有点大","listText":"这饼画得有点大","text":"这饼画得有点大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189980936495128","repostId":2345277586,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":760241888805328,"gmtCreate":1687404819384,"gmtModify":1687405721722,"author":{"id":"3465602166574144","authorId":"3465602166574144","name":"______7922","avatar":"https://static.tigerbbs.com/37ffde2cb708403fefdc8ff793c4dd58","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3465602166574144","authorIdStr":"3465602166574144"},"htmlText":"全球电网加起来都没1000亿","listText":"全球电网加起来都没1000亿","text":"全球电网加起来都没1000亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/760241888805328","repostId":2345277586,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":2,"repostSize":2,"favoriteSize":3,"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":"4.29.2","shortVersion":"4.29.2","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/2345277586"}