走在雨中
2022-09-02
市值100万亿又怎样,电动车不也照样是代步、带货、带人,就像手机,4G、5G,大不了就是流量不同、速度不同、费用不同😄
特斯拉多头分析师:2030年市值有望达10万亿美元!
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资本投资营
2022-09-03
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招财猫包子mami中新股
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2022-09-02
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黄安喜
2022-09-02
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href=\"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://n.sinaimg.cn/finance/crawl/61/w550h311/20220901/40f4-3477ea94e7bd31d572ea00e97146fd1d.jpg","relate_stocks":{"BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-09-01/doc-imiziraw0630887.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2264254620","content_text":"原标题: 分析师:特斯拉的需求远超预期,市值有望达10万亿美元盖世汽车讯 上周,特斯拉柏林超级工厂举办了一场活动,华尔街New Street Research分析师Pierre Ferragu在参观了该工厂后表示,特斯拉目前的需求远远超过预期。尽管今年特斯拉电动汽车的售价大幅上涨,但有许多迹象表明,特斯拉的需求十分强劲。据报道,今年早些时候汽油价格上涨时,特斯拉在美国的订单量飙升,创历史新高。由于积压的订单过多,特斯拉甚至暂停接受某些车型版本的新订单。Ferragu在给客户的一份报告中指出,“特斯拉正面临着前所未有的需求。我在特斯拉认识的每个人,以及能与我讨论这个话题的人,都认为特斯拉目前的需求远远超出了几年前的预期。电动汽车如此受欢迎,对于特斯拉及其竞争对手来说,市场份额将主要取决于提高产能的能力。”参观结束后,Ferragu还表示对特斯拉柏林超级工厂的高效率印象深刻。“与弗里蒙特工厂相比,特斯拉柏林工厂的效率明显更高。工厂内部的物流十分简单,工厂四面环绕着码头,确保零部件能进入工厂制造链中的正确位置。”他还指出,“工厂单条生产线的生产周期被设为45秒,在满负荷运转的情况下,每周将交付1万辆汽车。每辆车的生产速度为45秒,完成10,000辆车则需要连续5天多的不间断时间。最重要的是,特斯拉目前生产的汽车采用的是后铸件(rear casting),一旦4680结构电池包量产,就会改用前后铸造。”Ferragu将特斯拉的目标股价定为530美元,这意味着较目前的275美元有很大的上升空间。他甚至认为,从长远来看,到2030年,如果特斯拉实现每年生产2,000万辆电动汽车的目标,特斯拉的市值有望达到10万亿美元,大约是苹果当前市值的四倍。责任编辑:于健 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