大摩：对特斯拉未来六个月股价表现，机构股东都很悲观

华尔街见闻02-15

摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

水晶花期
02-15
水晶花期
就来不单纯看眼前业绩
题解红木
02-15
题解红木
地球还是需要支持的，如果不支持地球美国人肯定肆无忌惮，你就等着买100万的棺材吧，国美？什么？？它算新东西？
马虎恶魔号
02-15
马虎恶魔号
特斯拉还是需要支持的，如果不支持特斯拉国产车肯定肆无忌惮，你就等着买100万的比亚迪吧为华？？什么？？他算新能源？
天空使者
02-15
天空使者
这话说的不伦不类 [开心]

发表看法

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美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","kind":"news","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":0},"commentList":[{"id":274282193150048,"gmtCreate":1708001255711,"gmtModify":1708001260878,"author":{"id":"3536917430265323","authorId":"3536917430265323","name":"水晶花期","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3536917430265323","authorIdStr":"3536917430265323"},"htmlText":"就来不单纯看眼前业绩","listText":"就来不单纯看眼前业绩","text":"就来不单纯看眼前业绩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274282193150048","repostId":2411569950,"repostType":2,"repost":{"id":"2411569950","kind":"news","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 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Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：对特斯拉未来六个月股价表现，机构股东都很悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4504":"桥水持仓","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3708381","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411569950","content_text":"摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":274270914916400,"gmtCreate":1707998434550,"gmtModify":1708002594336,"author":{"id":"3522049631768033","authorId":"3522049631768033","name":"题解红木","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3522049631768033","authorIdStr":"3522049631768033"},"htmlText":"地球还是需要支持的，如果不支持地球美国人肯定肆无忌惮，你就等着买100万的棺材吧，国美？什么？？它算新东西？","listText":"地球还是需要支持的，如果不支持地球美国人肯定肆无忌惮，你就等着买100万的棺材吧，国美？什么？？它算新东西？","text":"地球还是需要支持的，如果不支持地球美国人肯定肆无忌惮，你就等着买100万的棺材吧，国美？什么？？它算新东西？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274270914916400","repostId":2411569950,"repostType":4,"repost":{"id":"2411569950","kind":"news","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 13:18","market":"us","language":"zh","title":"大摩：对特斯拉未来六个月股价表现，机构股东都很悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2411569950","media":"华尔街见闻","summary":"被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。\n","content":"<html><head></head><body><blockquote><p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来表现尽显悲观。</p></blockquote><p>今年迄今为止<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对特斯拉机构投资者进行的非正式调查发现，<strong>许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。</strong></p><p>“特斯拉铁粉”、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>汽车首席分析师Adam Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：对特斯拉未来六个月股价表现，机构股东都很悲观</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：对特斯拉未来六个月股价表现，机构股东都很悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4504":"桥水持仓","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3708381","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411569950","content_text":"摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":274214604243072,"gmtCreate":1707984740456,"gmtModify":1707984742301,"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"htmlText":"特斯拉还是需要支持的，如果不支持特斯拉国产车肯定肆无忌惮，你就等着买100万的比亚迪吧 为华？？什么？？他算新能源？","listText":"特斯拉还是需要支持的，如果不支持特斯拉国产车肯定肆无忌惮，你就等着买100万的比亚迪吧 为华？？什么？？他算新能源？","text":"特斯拉还是需要支持的，如果不支持特斯拉国产车肯定肆无忌惮，你就等着买100万的比亚迪吧 为华？？什么？？他算新能源？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274214604243072","repostId":2411569950,"repostType":2,"repost":{"id":"2411569950","kind":"news","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 13:18","market":"us","language":"zh","title":"大摩：对特斯拉未来六个月股价表现，机构股东都很悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2411569950","media":"华尔街见闻","summary":"被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。\n","content":"<html><head></head><body><blockquote><p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来表现尽显悲观。</p></blockquote><p>今年迄今为止<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对特斯拉机构投资者进行的非正式调查发现，<strong>许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。</strong></p><p>“特斯拉铁粉”、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>汽车首席分析师Adam Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大摩：对特斯拉未来六个月股价表现，机构股东都很悲观</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大摩：对特斯拉未来六个月股价表现，机构股东都很悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X 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A","BK4527":"明星科技股","BK4588":"碎股","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4550":"红杉资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4504":"桥水持仓","BK4551":"寇图资本持仓"},"source_url":"https://wallstreetcn.com/articles/3708381","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411569950","content_text":"摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":274164891525352,"gmtCreate":1707972554990,"gmtModify":1707972556806,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"htmlText":"这话说的不伦不类&nbsp;[开心]&nbsp;","listText":"这话说的不伦不类&nbsp;[开心]&nbsp;","text":"这话说的不伦不类 [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/274164891525352","repostId":2411569950,"repostType":2,"repost":{"id":"2411569950","kind":"news","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 13:18","market":"us","language":"zh","title":"大摩：对特斯拉未来六个月股价表现，机构股东都很悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2411569950","media":"华尔街见闻","summary":"被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。\n","content":"<html><head></head><body><blockquote><p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来表现尽显悲观。</p></blockquote><p>今年迄今为止<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对特斯拉机构投资者进行的非正式调查发现，<strong>许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。</strong></p><p>“特斯拉铁粉”、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>汽车首席分析师Adam Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA 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Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":4,"repostSize":3,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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