木头姐：传统厂商削减电车投资这步棋，走差了！

金十数据2023-12-29

木头姐（Cathie Wood）旗下的方舟基金（ARK Invest）致力于投资颠覆性创新，秉承这一理念，该公司不考虑其所持股份的短期价值。因此，方舟基金的研究团队通常以5年的范围来设定价格目标，这完全不同于大多数分析师提供的传统的12个月时间范围。 ARK Invest预测，到2027年，特斯拉(TSLA.O)的交易价格将达到每股2000美元，这一估值约为该股当前估值的10倍左右。这一预测是...

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href=https://xnews.jin10.com/webapp/details.html?id=129615&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>木头姐（Cathie Wood）旗下的方舟基金（ARK Invest）致力于投资颠覆性创新，秉承这一理念，该公司不考虑其所持股份的短期价值。\n因此，方舟基金的研究团队通常以5年的范围来设定价格目标，这完全不同于大多数分析师提供的传统的12个月时间范围。\nARK Invest预测，到2027年，特斯拉(TSLA.O)的交易价格将达到每股2000美元，这一估值约为该股当前估值的10倍左右。这一预测是...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=129615&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0823411888.USD","symbol_name":"法巴消费创新基金 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move!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GM":1,"F":1,"ARKK":0.9,"TSLL":0.71,"TSLA":0.6},"content_text":"木头姐（Cathie Wood）旗下的方舟基金（ARK Invest）致力于投资颠覆性创新，秉承这一理念，该公司不考虑其所持股份的短期价值。\n因此，方舟基金的研究团队通常以5年的范围来设定价格目标，这完全不同于大多数分析师提供的传统的12个月时间范围。\nARK Invest预测，到2027年，特斯拉(TSLA.O)的交易价格将达到每股2000美元，这一估值约为该股当前估值的10倍左右。这一预测是基于ARK Invest对特斯拉在机器人出租车方面即将取得成功的预期，但目前该项目尚未取得任何成果。\n不过，这不妨碍木头姐的团队看好自动驾驶这一领域，他们认为，特斯拉有望在这一领域占据主导地位。\n但尽管今年电动汽车的采用率继续增长，创下新纪录，但增长率已经显示下滑，传统汽车制造商也变得谨慎起来。\n福特汽车(F.N)和通用汽车(GM.N)都已盈利问题为由，推迟了电动汽车的产品线，并削减了全年的电动汽车投资。\nARK Invest对此认为，这种对电动汽车更加谨慎的态度是一个“错误”的判断。\nARK投资策略总监塔莎·基尼 (Tasha Keeney) 在最近的一次网络研讨会上表示，传统汽车制造商仍然无法像特斯拉那样经济高效地生产电动汽车，这主要是因为特斯拉比他们早了大约十年。\n基尼说，目前，传统汽车厂商仍面临着电动汽车生产成本高昂和盈利能力低的问题。\n她表示，电动汽车投资的缩减只会帮助特斯拉巩固在该领域的领先地位。Deepwater资管公司的Gene Munster此前也表达过类似的观点。\n木头姐本人表示，这种“撤退”，将令这些汽车厂商在很长一段时间内不会在电车领域取得成功。她指出，\n\n通用和福特因为盈利问题而缩减了电车业务，除非这些公司扩大规模，否则他们不会盈利，这对他们来说是个难题。\n\n木头姐援引通用最近增加的季度股息和100亿美元的股票回购计划称，这两家汽车厂商似乎拥有更多以短期为导向的股东基础，或者非常以价值为导向的股东基础。\n她强调，如果他们想真正加入“电车游戏”，他们应该扩大规模。\n标普全球最近预测，尽管消费者信心似乎有所转变，且主要汽车制造商削减了电车投资，但电动汽车行业将在2024年持续增长。\n标普对2024年的预测是谨慎乐观的，该机构预计会有更多价格实惠的电动车、可靠的车辆充电生态系统以及可盈利的回报。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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