摩根士丹利：盈利增长能力是特斯拉上涨的关键_老虎社区_美港股上老虎

摩根士丹利：盈利增长能力是特斯拉上涨的关键

华尔街见闻2023-11-07

过去一个月里，三季度不佳的表现，加上美国高利率环境导致的需求低迷，特斯拉股价累跌超15%，从性感的科技股一路跌成了乏味的汽车股。连特斯拉长期多头、摩根士丹利分析师Adam Jonas也看不下去了，他在三季度电话会后下调了特斯拉的目标价，近期又在报告中称，如果要提振股价，特斯拉必须保持盈利增长，拓展更多轻资本业务，同时要让投资者看到AI的确定性。Adam Jonas还强调，为了阻止盈利预测进一步下滑...

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顺顺Wendy
·2023-11-08
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Jonas还强调，<strong>为了阻止盈利预测进一步下滑，特斯拉也需要尽快扩充SKU，把在售车型阵容扩大到S/X/3/Y之外。</strong></p><p>他认为，<strong>特斯拉股价的下一步走势将取决于特斯拉是否能够实现上述一个或多个目标。</strong></p><p>三季度电话会上，特斯拉营收、利润均出现环比下滑，尤其是利润在价格战影响下表现惨淡。</p><p>特斯拉CEO马斯克对宏观经济问题表示悲观，还给投资者期待已久的Cybertruck的泼了冷水，称这款新车型量产困难，短期内无法贡献正现金流。</p><p>同时，他也拒绝透露特斯拉多年来一直在研发的无人驾驶出租车和自动驾驶技术的细节。在美国，特斯拉已经落后于Cruise和Waymo。</p></body></html>","source":"wallstreetcn_api","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>摩根士丹利：盈利增长能力是特斯拉上涨的关键</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摩根士丹利：盈利增长能力是特斯拉上涨的关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-07 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3701405><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去一个月里，三季度不佳的表现，加上美国高利率环境导致的需求低迷，特斯拉股价累跌超15%，从性感的科技股一路跌成了乏味的汽车股。连特斯拉长期多头、摩根士丹利分析师Adam Jonas也看不下去了，他在三季度电话会后下调了特斯拉的目标价，近期又在报告中称，如果要提振股价，特斯拉必须保持盈利增长，拓展更多轻资本业务，同时要让投资者看到AI的确定性。Adam Jonas还强调，为了阻止盈利预测进一步下滑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3701405\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/760650f8e5ba954be630a2871985f1df","relate_stocks":{"LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4511":"特斯拉概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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Jonas还强调，为了阻止盈利预测进一步下滑，特斯拉也需要尽快扩充SKU，把在售车型阵容扩大到S/X/3/Y之外。他认为，特斯拉股价的下一步走势将取决于特斯拉是否能够实现上述一个或多个目标。三季度电话会上，特斯拉营收、利润均出现环比下滑，尤其是利润在价格战影响下表现惨淡。特斯拉CEO马斯克对宏观经济问题表示悲观，还给投资者期待已久的Cybertruck的泼了冷水，称这款新车型量产困难，短期内无法贡献正现金流。同时，他也拒绝透露特斯拉多年来一直在研发的无人驾驶出租车和自动驾驶技术的细节。在美国，特斯拉已经落后于Cruise和Waymo。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}