“Robotaxi暴跌”只是开始？华尔街：特斯拉炒作甚于基本面！

财华社10-14

在上周的Robotaxi活动后，特斯拉股价上周五大跌近9%。有分析师评论称，这正是特斯拉投资者应该吸取的教训：炒作甚于基本面。最新事件暴露了该公司股票的高估值与现实之间的脱节。研究公司CFRA分析师Garrett Nelson对这次事件的评论是：“（如同）看一部情节曲折、特效百出的电影，到最后，你会摸不着头脑地离开。”在上周五的抛售中，特斯拉的估值蒸发了600多亿美元，与该股最近的上涨势头大相径庭...

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Wall Street: Tesla Hype Is More Than Fundamentals!","themeId":"a7e3bfe00504637eb4e6b3b09c6a0b49","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"在上周的Robotaxi活动后，特斯拉股价上周五大跌近9%。有分析师评论称，这正是特斯拉投资者应该吸取的教训：炒作甚于基本面。最新事件暴露了该公司股票的高估值与现实之间的脱节。研究公司CFRA分析师Garrett Nelson对这次事件的评论是：“（如同）看一部情节曲折、特效百出的电影，到最后，你会摸不着头脑地离开。”在上周五的抛售中，特斯拉的估值蒸发了600多亿美元，与该股最近的上涨势头大相径庭。自马斯克今年4月开始宣传人工智能以来，特斯拉股价飙升了70%以上。在宣布推出自动驾驶出租车之前，特斯拉的市值已超过7600亿美元，是通用汽车市值的14倍多，福特市值的近18倍。现在，对投资者来说，最大的问题可能是重新评估特斯拉的股价。长期看涨特斯拉的Nelson警告称，上周五的下跌“可能”只是华尔街重新评估的开始。“特斯拉股票的高估值与特斯拉的盈利增长已经碰壁的现实之间越来越脱节。”他补充道。他并指出，中期增长动力“尚不清楚”。伯恩斯坦公司分析师Toni Sacconaghi在给客户的一份报告中也重申了他的观点，即特斯拉的估值与基本面脱节，他写道，自动驾驶出租车事件“缺乏即时交付成果或增量收入驱动因素”。Sacconaghi估计，特斯拉的汽车业务价值约为2000亿美元，这表明该公司近6000亿美元的估值取决于其未经验证的业务，包括全自动驾驶（FSD）、机器人出租车和人形机器人。“正如我的同事Akiko Fujita所写的那样，机器人出租车是一项成本高昂的冒险，可能需要数年时间才能实现盈利。”他补充道。短期催化剂的缺失，正值特斯拉面临挑战之际。最近几个季度，需求低迷和来自通用汽车等公司的电动汽车竞争加剧，给销量和利润率带来了压力。专业人士警告称，这一趋势不太可能很快改变：该公司第二季度的营业利润率为6.3%，而两年前的营业利润率为14.6%。美国知名资产管理公司——古根海姆合伙公司的分析师Ron Jewsikow认为，该公司的公允价值约为每股153美元。在机器人出租车事件之后，投资者将“重新关注该公司的基本面”，他认为该公司的基本面“相当糟糕”。“一家企业的市盈率为明年盈利的100倍，而且几乎没有自由现金流，真的很难推荐。”他补充说。可以说，在基本面方面，特斯拉还有很多需要证明的地方。它的下一个重大考验将是定于10月23日盘后公布的第三季度业绩报告。文章来源：财联社","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/2475897809"}