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 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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":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"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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