运_命
2023-01-28
做空的时候使劲黑,做多的时候跪舔
6天暴力反弹40%!“铁粉”大摩重申特斯拉为“首选”,最难熬的低点已过?
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耳东田木
2023-01-28
耳东田木
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11:11","market":"us","language":"zh","title":"6天暴力反弹40%!“铁粉”大摩重申特斯拉为“首选”,最难熬的低点已过?","url":"https://stock-news.laohu8.com/highlight/detail?id=2306826062","media":"华尔街见闻","summary":"好于预期的财报数字,使特斯拉六天连涨40%,也让曾经的“铁粉”大摩回心转意。虽然我们重申特斯拉是我们的首选,目标价为220美元,但加上持续的宏观和地缘政治的不确定性,我们认为23财年是汽车价格通胀转为通缩的一年。在广泛的结果范围内,我们可能看到特斯拉将在上半年试探新的低点,然后反弹超过220美元的价格。在特斯拉公布业绩后,约64%的分析师将该公司的股票评为“买入”评级,平均目标价约为每股206美元。","content":"<html><body><article><p>好于预期的财报数字,使<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>六天连涨40%,也让曾经的“铁粉”大摩回心转意。</p><p>自本周发布业绩以来,特斯拉股价持续大幅走高,目前股价已较几周前的近期低点高出70%以上,<strong>本周累涨逾33%,是2013年5月以来的最佳周度表现。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20230128111151171d197wqyulwgmveg\"/><p><strong>过去的一年中,特斯拉自高峰下跌了70%以上,这也使得任何比预期更好的消息,都可能推动股价大幅走高。</strong></p><p>华尔街见闻早些时候曾介绍,财报显示,特斯拉四季度<span>营业收入</span>连续两个月创新高,<span>营业利润</span>和<span>净利润</span>也均创单季历史新高,收入和利润均高于华尔街预期:四季度营业收入243.18亿美元,同比增长37%;调整后净利润为41.06亿美元,同比增长43%,刷新一季度创下的新高;而<span>每股收益</span>达到1.19美元,同比增长40%。</p><p>在当下市场对汽车行业越来越多的怀疑中,特斯拉公布了好于预期的利润,发出了强势信号。<strong>“铁粉”回归</strong></p><p>特斯拉公布好于预期业绩数据后,超过半数华尔街分析师转而开始唱多,原来最“力挺”特斯拉的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>也不例外。</p><p>“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示,选择特斯拉为其“首选”(top pick),并将其目标价定为220美元:</p><p>我不太确定这一点。<strong>虽然我们重申特斯拉是我们的首选,目标价为220美元,但加上持续的宏观和地缘政治的不确定性,我们认为23财年是汽车价格通胀转为通缩的一年。</strong></p><p>对于特斯拉来说,<strong>还有一个永远存在的背景风险,那就是“公司特有的”特异性和情绪相关的因素,</strong>这些因素也可以使公司不断向两个方向摆动。</p><p>在广泛的结果范围内,<strong>我们可能看到特斯拉将在上半年试探新的低点,然后反弹超过220美元的价格。</strong></p><p>Adam Jonas还表达了对特斯拉降价导致利润率压缩的担忧:</p><p>正如我们本周所指出的,虽然业绩走势很好,但这是以利润率为代价的:第四季度,特斯拉的汽车毛利率为25.9%,比30.6%大幅下降了466bps,而且没有达到预期的28.4%。</p><p><strong>利润率大幅下降的原因很可能与该公司悄悄降价和仍在上升的商品成本有关。</strong>汽车毛利率的下降也打击了总的毛利率,与去年同期的27.4%相比,毛利率下降到23.8%,也没有达到预期的25.4%。</p><p>在特斯拉公布业绩后,约64%的分析师将该公司的股票评为“买入”评级,平均目标价约为每股206美元。根据FactSet的数据,<strong>这是特斯拉有史以来最高的买入评级比率,</strong>标普500指数成份股的平均买入评级比率约为58%。</p><p>尽管分析师们都不约而同警告了特斯拉下降的利润率,也有分析师认为这有利于特斯拉在同行业的竞争中胜出。</p><p>Wedbush分析师Dan Ives表示:</p><p>虽然在短期内,特斯拉为更高的销量牺牲了利润率,但我们认为这是明智之举,旨在奠定客户基础,抵御来自底特律(美国传统汽车业)和欧洲日益激烈的电动汽车竞争。</p></article></body></html>","source":"tencent","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>6天暴力反弹40%!“铁粉”大摩重申特斯拉为“首选”,最难熬的低点已过?</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023012811115782543a79&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2306826062","content_text":"好于预期的财报数字,使特斯拉六天连涨40%,也让曾经的“铁粉”大摩回心转意。自本周发布业绩以来,特斯拉股价持续大幅走高,目前股价已较几周前的近期低点高出70%以上,本周累涨逾33%,是2013年5月以来的最佳周度表现。过去的一年中,特斯拉自高峰下跌了70%以上,这也使得任何比预期更好的消息,都可能推动股价大幅走高。华尔街见闻早些时候曾介绍,财报显示,特斯拉四季度营业收入连续两个月创新高,营业利润和净利润也均创单季历史新高,收入和利润均高于华尔街预期:四季度营业收入243.18亿美元,同比增长37%;调整后净利润为41.06亿美元,同比增长43%,刷新一季度创下的新高;而每股收益达到1.19美元,同比增长40%。在当下市场对汽车行业越来越多的怀疑中,特斯拉公布了好于预期的利润,发出了强势信号。“铁粉”回归特斯拉公布好于预期业绩数据后,超过半数华尔街分析师转而开始唱多,原来最“力挺”特斯拉的摩根士丹利也不例外。“最爱”特斯拉的分析师、摩根士丹利汽车首席Adam Jonas在昨天发表的一份说明中表示,选择特斯拉为其“首选”(top pick),并将其目标价定为220美元:我不太确定这一点。虽然我们重申特斯拉是我们的首选,目标价为220美元,但加上持续的宏观和地缘政治的不确定性,我们认为23财年是汽车价格通胀转为通缩的一年。对于特斯拉来说,还有一个永远存在的背景风险,那就是“公司特有的”特异性和情绪相关的因素,这些因素也可以使公司不断向两个方向摆动。在广泛的结果范围内,我们可能看到特斯拉将在上半年试探新的低点,然后反弹超过220美元的价格。Adam Jonas还表达了对特斯拉降价导致利润率压缩的担忧:正如我们本周所指出的,虽然业绩走势很好,但这是以利润率为代价的:第四季度,特斯拉的汽车毛利率为25.9%,比30.6%大幅下降了466bps,而且没有达到预期的28.4%。利润率大幅下降的原因很可能与该公司悄悄降价和仍在上升的商品成本有关。汽车毛利率的下降也打击了总的毛利率,与去年同期的27.4%相比,毛利率下降到23.8%,也没有达到预期的25.4%。在特斯拉公布业绩后,约64%的分析师将该公司的股票评为“买入”评级,平均目标价约为每股206美元。根据FactSet的数据,这是特斯拉有史以来最高的买入评级比率,标普500指数成份股的平均买入评级比率约为58%。尽管分析师们都不约而同警告了特斯拉下降的利润率,也有分析师认为这有利于特斯拉在同行业的竞争中胜出。Wedbush分析师Dan Ives表示:虽然在短期内,特斯拉为更高的销量牺牲了利润率,但我们认为这是明智之举,旨在奠定客户基础,抵御来自底特律(美国传统汽车业)和欧洲日益激烈的电动汽车竞争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"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,"upFlag":false,"length":31,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7848934,"gmtCreate":1674904187841,"gmtModify":1674904198006,"authorId":4121931783507980,"author":{"id":4121931783507980,"authorId":4121931783507980,"name":"耳东田木","avatar":"https://static.tigerbbs.com/fd7e7f1043982410bd37f38de82fbaac","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":626760519,"type":1,"supId":0,"prevId":0,"content":"哈哈哈,精辟!","text":"哈哈哈,精辟!","html":"哈哈哈,精辟!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/626760519"}
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