ZJ0429
2022-04-19
poll
Cathie Wood’s Ark Now Sees Tesla Shares More Than Quadrupling
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":611106987,"tweetId":"611106987","gmtCreate":1650346909557,"gmtModify":1650346909996,"author":{"id":3575944618458188,"idStr":"3575944618458188","authorId":3575944618458188,"authorIdStr":"3575944618458188","name":"ZJ0429","avatar":"https://static.tigerbbs.com/cf7036ebe7fa36be18d7ae7011969bab","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":25,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>poll</p></body></html>","htmlText":"<html><head></head><body><p>poll</p></body></html>","text":"poll","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/611106987","repostId":2228951212,"repostType":4,"repost":{"id":"2228951212","pubTimestamp":1650339469,"share":"https://www.laohu8.com/m/news/2228951212?lang=&edition=full","pubTime":"2022-04-19 11:37","market":"us","language":"en","title":"Cathie Wood’s Ark Now Sees Tesla Shares More Than Quadrupling","url":"https://stock-news.laohu8.com/highlight/detail?id=2228951212","media":"Bloomberg","summary":"Ark sees electric-vehicle maker’s shares at $4,600 by 2026Call contrasts with skeptics seeing a fall","content":"<html><head></head><body><ul><li>Ark sees electric-vehicle maker’s shares at $4,600 by 2026</li><li>Call contrasts with skeptics seeing a fall to as low as $150</li></ul><p>Cathie Wood’s Ark Investment Management now expects Tesla Inc. shares to more than quadruple to $4,600 by 2026.</p><p>Ark last year said it saw shares of the electric-vehicle maker hitting $3,000 by 2025, but has since updated its price target amid new expectations around Tesla’s prospective robotaxi business and capital efficiency.</p><p>The firm’s bull case suggests the price could rise to around $5,800 by 2026 and the bear case suggests $2,900 -- still around three times more than the current share price of $1,005.</p><p>“Although tuned to our expectations for 2026, we believe our Tesla model is methodologically conservative,” Tasha Keeney, an Ark analyst, wrote in a blog post last week. “We assume that Tesla’s stock will trade like a mature company rather than a high-growth <a href=\"https://laohu8.com/S/AONE.U\">one</a> in 2026.”</p><p>Wood has long been an ardent supporter of Tesla and its chief executive officer Elon Musk. While the flagship Ark Innovation <a href=\"https://laohu8.com/S/PSFF\">Pacer Swan SOS Fund of Funds ETF|ETF</a> (ticker ARKK) trimmed its position in Tesla last month, the electric-vehicle maker is still its largest holding, making up 10% of the fund. Tesla shares gained about 1.8% Monday.</p><p>Not everyone is as positive on the stock after a 40% rally over the past 12 months, however. In fact, David Trainer, CEO of investment research firm New Constructs, sees Tesla’s share price dropping to as low as $150 to $200.</p><p>“Tesla enjoyed a first-mover advantage for a short while, but they no longer have that and there are plenty of other EVs on the road that are competing very successfully,” he said. “This is, in my opinion, Cathie Wood dropping words out there that may be attractive or interesting, shiny, glittery things, to unsuspecting retail investors, when they are really missing the point of where Tesla is positioned competitively.”</p><p>A key driver of Ark’s new model is expectations of greater demand for autonomous ride-hailing, an estimated $11 trillion to $12 trillion market, according to Keeney. Ark has also increased its conviction in Tesla’s ability to achieve full self-driving, with the carmaker’s prospective robotaxi business contributing to a 60% chunk of its expected value in 2026.</p><p>Another factor is the expectation that Tesla will be more capital efficient, Keeney wrote, noting that Tesla’s capital expenditure per incremental unit of capacity has decreased to $7,700 from $84,000 in 2017.</p><p>Meanwhile, Tesla’s Bitcoin holdings are included in Ark’s model, but are not seen as a key component of the forecast, increasing the price target by less than 5%, Keeney wrote. Other business opportunities that Tesla could pursue that are not included in the model include an energy storage business, artificial intelligence-as-a-service and a humanoid robot.</p><p>Ark has open-sourced its model, allowing people to change inputs and simulate potential outcomes.</p></body></html>","source":"lsy1584095487587","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>Cathie Wood’s Ark Now Sees Tesla Shares More Than Quadrupling</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; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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\">\nCathie Wood’s Ark Now Sees Tesla Shares More Than Quadrupling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-19 11:37 GMT+8 <a href=https://www.bloomberg.com/news/articles/2022-04-18/cathie-wood-s-ark-now-sees-tesla-shares-more-than-quadrupling?srnd=premium-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Ark sees electric-vehicle maker’s shares at $4,600 by 2026Call contrasts with skeptics seeing a fall to as low as $150Cathie Wood’s Ark Investment Management now expects Tesla Inc. shares to more than...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2022-04-18/cathie-wood-s-ark-now-sees-tesla-shares-more-than-quadrupling?srnd=premium-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","ARKK":"ARK Innovation ETF","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4544":"ARK ETF合集","BK4581":"高盛持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://www.bloomberg.com/news/articles/2022-04-18/cathie-wood-s-ark-now-sees-tesla-shares-more-than-quadrupling?srnd=premium-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2228951212","content_text":"Ark sees electric-vehicle maker’s shares at $4,600 by 2026Call contrasts with skeptics seeing a fall to as low as $150Cathie Wood’s Ark Investment Management now expects Tesla Inc. shares to more than quadruple to $4,600 by 2026.Ark last year said it saw shares of the electric-vehicle maker hitting $3,000 by 2025, but has since updated its price target amid new expectations around Tesla’s prospective robotaxi business and capital efficiency.The firm’s bull case suggests the price could rise to around $5,800 by 2026 and the bear case suggests $2,900 -- still around three times more than the current share price of $1,005.“Although tuned to our expectations for 2026, we believe our Tesla model is methodologically conservative,” Tasha Keeney, an Ark analyst, wrote in a blog post last week. “We assume that Tesla’s stock will trade like a mature company rather than a high-growth one in 2026.”Wood has long been an ardent supporter of Tesla and its chief executive officer Elon Musk. While the flagship Ark Innovation Pacer Swan SOS Fund of Funds ETF|ETF (ticker ARKK) trimmed its position in Tesla last month, the electric-vehicle maker is still its largest holding, making up 10% of the fund. Tesla shares gained about 1.8% Monday.Not everyone is as positive on the stock after a 40% rally over the past 12 months, however. In fact, David Trainer, CEO of investment research firm New Constructs, sees Tesla’s share price dropping to as low as $150 to $200.“Tesla enjoyed a first-mover advantage for a short while, but they no longer have that and there are plenty of other EVs on the road that are competing very successfully,” he said. “This is, in my opinion, Cathie Wood dropping words out there that may be attractive or interesting, shiny, glittery things, to unsuspecting retail investors, when they are really missing the point of where Tesla is positioned competitively.”A key driver of Ark’s new model is expectations of greater demand for autonomous ride-hailing, an estimated $11 trillion to $12 trillion market, according to Keeney. Ark has also increased its conviction in Tesla’s ability to achieve full self-driving, with the carmaker’s prospective robotaxi business contributing to a 60% chunk of its expected value in 2026.Another factor is the expectation that Tesla will be more capital efficient, Keeney wrote, noting that Tesla’s capital expenditure per incremental unit of capacity has decreased to $7,700 from $84,000 in 2017.Meanwhile, Tesla’s Bitcoin holdings are included in Ark’s model, but are not seen as a key component of the forecast, increasing the price target by less than 5%, Keeney wrote. Other business opportunities that Tesla could pursue that are not included in the model include an energy storage business, artificial intelligence-as-a-service and a humanoid robot.Ark has open-sourced its model, allowing people to change inputs and simulate potential outcomes.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1035,"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":4,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/611106987"}
精彩评论