特斯拉“MEME”化！华尔街警惕：反弹过热，不可持续！

金十数据11-13

特朗普胜选后，特斯拉股价已上涨31%，市值暴增2500亿美元。这惊人的涨幅促使部分华尔街人士发出警告，因为特斯拉当前的股价已经比分析师平均目标价高出28%，为2021年疫情后科技股暴涨狂潮以来的最高水平。这一差距反映出分析师们在评估特朗普会如何影响特斯拉时所面临的挑战。马斯克因大力支持特朗普获得了政府效率部门的领导职位，而潜在的更友好的监管环境可能对他旗下的企业有利。然而，即使是一直看好特斯拉的...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241113221642a2344c7f&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特朗普胜选后，特斯拉股价已上涨31%，市值暴增2500亿美元。这惊人的涨幅促使部分华尔街人士发出警告，因为特斯拉当前的股价已经比分析师平均目标价高出28%，为2021年疫情后科技股暴涨狂潮以来的最高水平。这一差距反映出分析师们在评估特朗普会如何影响特斯拉时所面临的挑战。马斯克因大力支持特朗普获得了政府效率部门的领导职位，而潜在的更友好的监管环境可能对他旗下的企业有利。然而，即使是一直看好特斯拉的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241113221642a2344c7f&s=b\">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":"LU1629891620.HKD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) 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\"MEME\"! Wall Street Alert: The rebound is overheated and unsustainable!","themeId":"f119ef58f4ce503a73d379bc9394d3d8","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1,"MEME":1},"content_text":"特朗普胜选后，特斯拉股价已上涨31%，市值暴增2500亿美元。这惊人的涨幅促使部分华尔街人士发出警告，因为特斯拉当前的股价已经比分析师平均目标价高出28%，为2021年疫情后科技股暴涨狂潮以来的最高水平。这一差距反映出分析师们在评估特朗普会如何影响特斯拉时所面临的挑战。马斯克因大力支持特朗普获得了政府效率部门的领导职位，而潜在的更友好的监管环境可能对他旗下的企业有利。然而，即使是一直看好特斯拉的投资者，也难以在短期内合理化特斯拉最近的涨势，尤其是考虑到特朗普对电动车的质疑态度。50 Park Investments创始人兼首席执行官亚当·萨尔罕（Adam Sarhan）表示，他对特斯拉的长期前景仍然持乐观态度，但他仍指出，“特朗普胜选后，市场对特斯拉的反应是爆炸性的，尽管特朗普政府的确可能带来一些利好，但目前的涨幅在短期内看起来有些过热。”特斯拉的估值一直难以捉摸，分析师们给出的目标价差距较大，因为对特斯拉究竟应被视为汽车公司、科技公司还是独特融合体的争论不断。此外，像马斯克个人品牌、尚未上市的自动驾驶出租车等潜在产品的因素也增加了估值难度。美国大选后的涨势，加上好于预期的第三季度业绩，使特斯拉原本就高昂的估值进一步提升。截至本周二收盘，特斯拉的市盈率高达未来收益的104倍，远高于传统汽车制造商的中位数倍数和“7大科技巨头”32倍的平均水平。随着特朗普担任总统，其带来的政治与经济复杂因素也在为特斯拉估值带来新难题。拜登政府推行的支持电动车的政策可能被特朗普推翻，这是分析师们关注的潜在风险之一。在宏观层面上，特朗普的一些政策可能导致通胀上升，而这将是一个潜在的阻碍。过去几年，高通胀导致消费者减少大额支出，汽车销量随之下滑。另一方面，德意志银行分析师爱迪生·余（Edison Yu）表示，特朗普的一些可能政策可能会对特斯拉有利，例如简化自动驾驶汽车的联邦法规，以及对特斯拉正在研发的人形机器人技术的支持。特斯拉的电动车领域领先地位可能进一步扩大。“如果《通胀削减法案》被废除或修改，或对进口零部件征收额外关税，特斯拉的相对竞争地位将进一步增强。”余指出。但他也承认，量化特朗普政府将如何帮助特斯拉“在当下可能更像是一门艺术，而不是科学”。摩根士丹利分析师亚当·乔纳斯（Adam Jonas）也表达了类似看法。“确实很难量化特斯拉因马斯克与特朗普政府的关系而受到的影响，”他在本周给客户的报告中写道，“但显然马斯克影响力的变化速度，无论是真实存在还是只是感觉，都正在加快。”这两位分析师都对特斯拉股票持有“买入”评级，并在最新报告中维持了各自的目标价。余分析师给出的目标价是295美元，乔纳斯的目标价则为310美元。“这轮上涨看起来难以维持，即便你相信该股的长期增长故事，”Aptus Capital Advisors的投资组合经理、特斯拉的长期投资者戴维·瓦格纳（David Wagner）说道，“特斯拉股价的这种政治化的‘迷因化’不合逻辑。”（注：“迷因股”指的是那些在社交媒体上获得散户狂热追捧的公司股票。）","kind":null,"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":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":"4.29.2","shortVersion":"4.29.2","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/2483346886"}