方舟投资伍德认为特斯拉市值将达8万亿美元

中国基金网06-15

华尔街咸认特斯拉的价值正在下降，但方舟投资的伍德却有不同的看法。伍德的方舟投资周三更新了特斯拉的估值，新的目标价是到2029年达到2600美元。这将使得特斯拉的估值超过8万亿美元，是方舟投资预计的2029年自由现金流约3000亿美元的27倍左右。这令人惊叹的数字代表着在未来5年内特斯拉的投资报酬率将达到惊人的15倍，平均年报酬率约为72%。这的确是惊人的涨幅，但特斯拉股票在过去已经取得巨大的收益...

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dollars","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"ARKK":1,"TSLA":1},"content_text":"华尔街咸认特斯拉的价值正在下降，但方舟投资的伍德却有不同的看法。伍德的方舟投资周三更新了特斯拉的估值，新的目标价是到2029年达到2600美元。 这将使得特斯拉的估值超过8万亿美元，是方舟投资预计的2029年自由现金流约3000亿美元的27倍左右。这令人惊叹的数字代表着在未来5年内特斯拉的投资报酬率将达到惊人的15倍，平均年报酬率约为72%。这的确是惊人的涨幅，但特斯拉股票在过去已经取得巨大的收益。 截至周四，特斯拉股价过去5年上涨约12倍，平均年回报率接近65%。方舟投资2023年对特斯拉设定的目标价是到2027年每股2000美元，高于2022年的1533美元和2021年的1000美元; 目标价都依特斯拉的股票分拆进行调整。 2000美元的目标价是到2026年，1000美元的目标价是2025年。华尔街对特斯拉目标股价的预测与伍德并不一致。 FactSet 汇总的分析师平均目标价约为每股183美元，较一年前下修约10美元。竞争加剧、利率上升以及电动车需求增长放缓都是华尔街更加谨慎的原因。这些似乎都没有影响到伍德，她认为特斯拉的绝大部分价值来自于计划提供的自驾车，只是还没有开发出来。方舟投资报告的部分内容写道：“我们对特斯拉在未来5年内推出自驾计程车网络的信心大大增强。” 方舟投资引用即将于8月8日举行的自动驾驶出租车活动、最近的免费全自驾测试、以及特斯拉FSD即将进入中国市场等利好为例。 特斯拉的商业模式应该从一次性汽车销售转变为经常性收入模式，因为每辆车都将成为人工智能驱动的现金流产生机器。伍德在特斯拉自驾车还没实现的情况下设定的目标价是每股350美元。 到2029年这个目标价将为投资人平均每年带来约15%的收益。 但方舟投资认为这种情况可能性不大。方舟投资预计，到2029年特斯拉电动车销量将达到580万辆，汽车业务预计将产生约30%的营业利润率，大约是产业平均水平的4倍。 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