奥龙
11-14
过几天,特斯拉股价会跌到500美元……
马斯克新职务能否为特斯拉带来"政治红利"?
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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价在周三的波动交易中再次小幅上涨,但随着CEO埃隆·马斯克再次接手新职位,投资者或许会松一口气。</p><p>特斯拉股价的波动与当选总统唐纳德·特朗普在周二晚间宣布任命马斯克担任一个新设立的政府效率职务有关。马斯克将负责减少浪费,为纳税人节省开支。特朗普还任命维韦克·拉马斯瓦米共同分担马斯克的工作负担。</p><p>这一任命并非没有争议。特朗普所称的“政府效率部门”并不存在;创建新部门需要国会通过法案。此外,也有人提出关于马斯克在政府中担任决策职务是否存在利益冲突的质疑,特别是考虑到马斯克的公司在多个行业中运营,而这些行业正是政府监管的对象。</p><p>尽管投资者早就知道马斯克可能会接受另一个职位(他同时管理着特斯拉、SpaceX、X、xAI等公司),但也有风险他会精力分散,这可能会给特斯拉带来问题。</p><p>韦德布什分析师丹·艾夫斯表示:“任命维韦克是一个意外的好消息,应该能帮助马斯克应对与DOGE相关的局面。”他还补充道,<strong>马斯克与总统的亲近关系在长远来看可能对特斯拉有利。</strong></p><p>他对特斯拉股票的评级为买入,目标价为400美元。</p><p>当然,周三的股市波动并不完全与马斯克有关。还有选举后市场波动的因素需要考虑。特斯拉股价在周二经历了6.1%的大幅下跌后,周三反弹。</p><p>自11月5日选举以来,特斯拉股价已上涨约31%。此后,股价的平均日波动幅度约为8%。</p><p>这波上涨让特斯拉的股价远远超过了FactSet分析师的平均目标价约240美元。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师亚当·乔纳斯对特斯拉股票的评级也是买入,但他的目标价为310美元。</p><p>乔纳斯在周二写道:“埃隆·马斯克进入政治领域,扩展了投资者对特斯拉基本前景的思考。<strong>股价重估是暂时的,还是特斯拉将开始在美国可再生能源/自动驾驶产业中扮演更大的角色?</strong>”</p><p>他对特斯拉股票的看涨预期目标为500美元。他在思考,随着马斯克在美国政府中扩展角色,特斯拉是否会迎来更大的发展机会。</p><p><strong>如果特朗普成功推动减少部分拜登时代的电动汽车补贴,特斯拉可能受益</strong>,包括减少监管、降低公司税率,以及减少电动汽车竞争。</p><p>这些潜在的好处尚未被华尔街量化。根据FactSet的预测,分析师预计2025年每股收益约为3.30美元,相较于2024年预期的2.40美元有所增长。自选举以来,这一预期变化不大。</p></body></html>","source":"xnew_highlight","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>马斯克新职务能否为特斯拉带来\"政治红利\"?</title>\n<style 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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马斯克新职务能否为特斯拉带来\"政治红利\"?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 16:54 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=153333&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>随着特朗普任命马斯克为新政府效率职位的负责人,特斯拉周三小幅上涨,但市场对于马斯克\"跨界\"政治是否会影响特斯拉未来发展充满疑问。特斯拉股价在周三的波动交易中再次小幅上涨,但随着CEO埃隆·马斯克再次接手新职位,投资者或许会松一口气。特斯拉股价的波动与当选总统唐纳德·特朗普在周二晚间宣布任命马斯克担任一个新设立的政府效率职务有关。马斯克将负责减少浪费,为纳税人节省开支。特朗普还任命维韦克·拉马斯瓦米...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=153333&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH 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SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=153333&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2483473238","content_text":"随着特朗普任命马斯克为新政府效率职位的负责人,特斯拉周三小幅上涨,但市场对于马斯克\"跨界\"政治是否会影响特斯拉未来发展充满疑问。特斯拉股价在周三的波动交易中再次小幅上涨,但随着CEO埃隆·马斯克再次接手新职位,投资者或许会松一口气。特斯拉股价的波动与当选总统唐纳德·特朗普在周二晚间宣布任命马斯克担任一个新设立的政府效率职务有关。马斯克将负责减少浪费,为纳税人节省开支。特朗普还任命维韦克·拉马斯瓦米共同分担马斯克的工作负担。这一任命并非没有争议。特朗普所称的“政府效率部门”并不存在;创建新部门需要国会通过法案。此外,也有人提出关于马斯克在政府中担任决策职务是否存在利益冲突的质疑,特别是考虑到马斯克的公司在多个行业中运营,而这些行业正是政府监管的对象。尽管投资者早就知道马斯克可能会接受另一个职位(他同时管理着特斯拉、SpaceX、X、xAI等公司),但也有风险他会精力分散,这可能会给特斯拉带来问题。韦德布什分析师丹·艾夫斯表示:“任命维韦克是一个意外的好消息,应该能帮助马斯克应对与DOGE相关的局面。”他还补充道,马斯克与总统的亲近关系在长远来看可能对特斯拉有利。他对特斯拉股票的评级为买入,目标价为400美元。当然,周三的股市波动并不完全与马斯克有关。还有选举后市场波动的因素需要考虑。特斯拉股价在周二经历了6.1%的大幅下跌后,周三反弹。自11月5日选举以来,特斯拉股价已上涨约31%。此后,股价的平均日波动幅度约为8%。这波上涨让特斯拉的股价远远超过了FactSet分析师的平均目标价约240美元。摩根士丹利分析师亚当·乔纳斯对特斯拉股票的评级也是买入,但他的目标价为310美元。乔纳斯在周二写道:“埃隆·马斯克进入政治领域,扩展了投资者对特斯拉基本前景的思考。股价重估是暂时的,还是特斯拉将开始在美国可再生能源/自动驾驶产业中扮演更大的角色?”他对特斯拉股票的看涨预期目标为500美元。他在思考,随着马斯克在美国政府中扩展角色,特斯拉是否会迎来更大的发展机会。如果特朗普成功推动减少部分拜登时代的电动汽车补贴,特斯拉可能受益,包括减少监管、降低公司税率,以及减少电动汽车竞争。这些潜在的好处尚未被华尔街量化。根据FactSet的预测,分析师预计2025年每股收益约为3.30美元,相较于2024年预期的2.40美元有所增长。自选举以来,这一预期变化不大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":32,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/371031308156936"}
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