特斯拉没有新车型意味着什么？整个汽车业没有先例

华尔街见闻2022-01-29

摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

Kevin29
2022-01-29
Kevin29
设计方案
你好马斯克
2022-01-29
你好马斯克
现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙] 利空。
- hello369:
  K
猛逃
2022-01-29
猛逃
车是开的，不是炒的[思考]
Julio堂
2022-01-29
Julio堂
为什么不推出新车就被认为有“不确定性”，在我看来反而集中扩产能才是稳扎稳打的做法，毕竟特斯拉不是因为车型少限制了销量，而是产能不足现有车型都供不应求
風烟過客
2022-01-29
風烟過客
少就是多
行天下639800
2022-01-29
行天下639800
上星期大跌完全没道理，产能不减反增应该涨，目前有几家车企可以和特斯拉抗衡的？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2207680639?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","is_english":false,"pubTime":"2022-01-29 14:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2207680639","market":"us","top_or_hot":-1,"title":"特斯拉没有新车型意味着什么？整个汽车业没有先例","media":"华尔街见闻","content":"<div>\n<p>摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651004\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>特斯拉没有新车型意味着什么？整个汽车业没有先例</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\">\n特斯拉没有新车型意味着什么？整个汽车业没有先例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 14:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651004><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651004\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://wallstreetcn.com/articles/3651004","article_id":"2207680639","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2207680639","pubTimestamp":1643437819,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4550":"红杉资本持仓","TSLA":"特斯拉","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车"},"translate_title":"What does it mean for Tesla not to have a new model? There is no precedent in the whole automobile industry","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cb8103e4018fdefeb39ba0bb8c6802d3","symbols_score_info":{"TSLA":1},"content_text":"摘要：芯片供应短缺引发市场恐慌情绪，带动电动汽车行业大跌，特斯拉公布财报后暴跌超11%。自从特斯拉周三公布最新业绩以来，周四股价狂泻11%，周五在其他明星科技股尤其是苹果股价大涨的带动下，特斯拉股价略有回暖，小幅收涨2%。当地时间周三，特斯拉公布了第四季度财报，营收和盈利均创新高。与此同时，特斯拉预警供应链限制将贯穿2022全年，并预计今年不会推出新车型。虽然特斯拉的财报数据十分亮眼，营收和盈利均远超市场预期，但是由于投资者担心供应链瓶颈或成其增产的最大屏障，特斯拉股价在第二天暴跌11%。今年没有新车型？在第四季度财报电话会上，特斯拉CEO马斯克表示，由于产能受到芯片短缺的限制，今年不会推出新车型，将全力以赴解决交付问题，并预计2022年车辆交付年均增幅将轻松突破50%。马斯克在财报电话会上称：由于芯片供给有限，无论推出新车与否，汽车总产量将是相同的。（因此）特斯拉今年不会推出新车型，这没有任何意义。特斯拉今年的重点工作是扩大产量。我们目前还没有开发2.5万美金的车型。尽管我们会在未来某些时候开发，但现在来说，特斯拉的产品线已经足够丰富了。换言之，低成本的2.5万美金走量车型的推出看起来是遥遥无期了，且此前备受关注的Cybertruck最快也得等到2023年才有希望投产，下一代Roadster的生产也被推迟至2023年。马斯克决定销售少量车型的决定，挑战了汽车行业长期以来的行业定律，即需要不断且稳定地更新多样化车型才能吸引买家。这正是“特立独行”的特斯拉颠覆汽车行业传统观念的一个典型例子。但是，随着电动汽车的竞争越来越激烈，特斯拉还能否保持超高的销量？销量还能保持吗？如果特斯拉的目标是将汽车交付量每年提高50%，那么到2024年可能需要交付超过300万辆汽车。以去年的数据来看，占特斯拉所有产能约97%的Model 3和Model Y去年一共交付了936000辆。在财报电话会上，Sanford Bernstein分析师托尼·萨科纳吉对马斯克发出了“灵魂拷问”：一辆单一型号的汽车每年销售150万辆确实没有先例，更不用说同一家公司的两辆了。如果没有研发2.5万美元的低价车型，那么仅靠现有产品组合以及Cybertruck，2024年销售超300万辆汽车的宏伟愿景能现实吗？马斯克驳斥了这种担忧，称该分析师对自动驾驶技术的认知不充分。马斯克认为，随着时间的推移，无人驾驶技术将会使得特斯拉的汽车更加具有吸引力，无论是否推出新车，特斯拉的高销量都能维持。但在财报电话会后，特斯拉的生产延迟决定却立刻遭到了市场的质疑，体现在第二天股价暴跌超过11%。巴克莱分析师布赖恩·约翰逊认为，汽车公司的目标通常是每年对10%到15%的车型进行重大更新。有分析师表示，特斯拉专注于提高现有车型的产量可能会帮助其在今年增加利润，但推迟发布新车型最终可能使其更容易受到行业竞争。《华尔街日报》援引美国市场信息公司J.D. Power的数据分析副总裁泰森·乔米尼表示：特斯拉等待的每一天，都会有一辆新车出现。值得一提的是，若2022年特斯拉的Cybertruck电动皮卡无望上市，那福特和通用汽车可能会“乐开了花”。据悉，福特和通用汽车最近推出了他们的第一辆电动皮卡车。福特表示，已准备好在今年上半年交付全电动的F-150 Lighting皮卡。美国银行称，通用汽车的目标是到2025年在全球推出30款新电动汽车。供应短缺有什么影响？特斯拉在致股东信中曾提到：“生产瓶颈和供应链挑战仍是当前主要问题”，这似乎在当下环境中吓坏了投资者。风投公司Loup Ventures的管理合伙人吉恩·蒙斯特称，财报显示特斯拉当前业务状况非常好，但作为一家高市值公司，当未来存在未知数时，会让投资者有点害怕。分析师认为，特斯拉产能是否如期翻倍是短期内影响股价的关键因素。一直看涨特斯拉的Wedbush分析师丹·艾维斯称：产量能否增加将成为影响特斯拉未来几个月股价的关键因素，预计特斯拉两家新德尔工厂今年可生产数十万辆汽车。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":639721939,"gmtCreate":1643468561052,"gmtModify":1643468561226,"author":{"id":"3579135726453814","authorId":"3579135726453814","name":"Kevin29","avatar":"https://static.tigerbbs.com/4bcf91fefd04d4906409e47143e582b0","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"设计方案","listText":"设计方案","text":"设计方案","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639721939","repostId":2207680639,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639763850,"gmtCreate":1643459067924,"gmtModify":1643459067924,"author":{"id":"3500065751551192","authorId":"3500065751551192","name":"你好马斯克","avatar":"https://static.tigerbbs.com/98742326d285db874883a225f968ca4f","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","listText":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙]&nbsp;利空。","text":"现有产能都满足不了剩余的订单，去推出2.5万的车子去把现在4万以上车子的生产份额下降么？你以为老马傻了么？生产100万辆2.5万的汽车收入高还是生产100万辆4万元的汽车收入高？那帮华尔街真的是想借这种拉低股价吸筹，大家不要上当。除非老马公司确实有实际问题，否则都是恶意[龇牙] 利空。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/639763850","repostId":2207680639,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7219566,"gmtCreate":1643461514353,"gmtModify":1643461514388,"authorId":3581346389720502,"author":{"id":3581346389720502,"authorId":3581346389720502,"name":"hello369","avatar":"https://static.tigerbbs.com/6f472aef15b4385af1feba4d7bd16e06","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":639763850,"type":1,"supId":0,"prevId":0,"content":"<u>K</u>","text":"<u>K</u>","html":"<u>K</u>"}],"langContent":"CN"},{"id":639786634,"gmtCreate":1643453525242,"gmtModify":1643453525242,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"车是开的，不是炒的[思考]&nbsp;","listText":"车是开的，不是炒的[思考]&nbsp;","text":"车是开的，不是炒的[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639786634","repostId":2207680639,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639781031,"gmtCreate":1643451698958,"gmtModify":1643451698958,"author":{"id":"3547635365309209","authorId":"3547635365309209","name":"Julio堂","avatar":"https://static.tigerbbs.com/61010cf4fad5ebcf13d5d07866c6ae93","vip":1,"hat":"https://static.tigerbbs.com/f84d87792f02cf78e80ee34979fd31e5","crmLevel":5,"crmLevelSwitch":0},"htmlText":"为什么不推出新车就被认为有“不确定性”，在我看来反而集中扩产能才是稳扎稳打的做法，毕竟特斯拉不是因为车型少限制了销量，而是产能不足现有车型都供不应求","listText":"为什么不推出新车就被认为有“不确定性”，在我看来反而集中扩产能才是稳扎稳打的做法，毕竟特斯拉不是因为车型少限制了销量，而是产能不足现有车型都供不应求","text":"为什么不推出新车就被认为有“不确定性”，在我看来反而集中扩产能才是稳扎稳打的做法，毕竟特斯拉不是因为车型少限制了销量，而是产能不足现有车型都供不应求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639781031","repostId":2207680639,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639783876,"gmtCreate":1643450951238,"gmtModify":1643450951238,"author":{"id":"3574234754801884","authorId":"3574234754801884","name":"風烟過客","avatar":"https://static.tigerbbs.com/23ce8a5dc79bac4b86bb1b730dd807f9","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"少就是多","listText":"少就是多","text":"少就是多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639783876","repostId":2207680639,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639717343,"gmtCreate":1643448888413,"gmtModify":1643448888413,"author":{"id":"3444732750101190","authorId":"3444732750101190","name":"行天下639800","avatar":"https://static.laohu8.com/7a9872d82227fdf805e09770cb2961a8","vip":1,"crmLevel":5,"crmLevelSwitch":1},"htmlText":"上星期大跌完全没道理，产能不减反增应该涨，目前有几家车企可以和特斯拉抗衡的？","listText":"上星期大跌完全没道理，产能不减反增应该涨，目前有几家车企可以和特斯拉抗衡的？","text":"上星期大跌完全没道理，产能不减反增应该涨，目前有几家车企可以和特斯拉抗衡的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639717343","repostId":2207680639,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":51,"commentSize":0,"repostSize":0,"favoriteSize":14,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2207680639"}