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...

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

顺顺Wendy
2023-11-08
顺顺Wendy
说说你对这篇新闻的看法...

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2381702438?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/760650f8e5ba954be630a2871985f1df","is_english":false,"pubTime":"2023-11-07 09:32","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2381702438","market":"us","top_or_hot":-1,"title":"摩根士丹利：盈利增长能力是特斯拉上涨的关键","media":"华尔街见闻","content":"<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\">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>摩根士丹利：盈利增长能力是特斯拉上涨的关键</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\">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":"LU1363072403.SGD","symbol_name":"Fidelity Global Financial Services A-ACC-SGD","start_time":0,"source_url":"https://wallstreetcn.com/articles/3701405","article_id":"2381702438","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/760650f8e5ba954be630a2871985f1df"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3701405","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2381702438","pubTimestamp":1699320738,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"Adam 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。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。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4550":"红杉资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4127":"投资银行业与经纪业","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"translate_title":"Morgan Stanley: Earnings growth ability is the key to Tesla's rise","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6460917bd7d8c7ada63f1e0ab52c4254","symbols_score_info":{"TSLA":1},"content_text":"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，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。","kind":"highlight","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":239041394802888,"gmtCreate":1699396791447,"gmtModify":1699396792805,"author":{"id":"3562546293915169","authorId":"3562546293915169","name":"顺顺Wendy","avatar":"https://static.tigerbbs.com/c6511ddf6ab7a17ffeaa1adcaa903ff0","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3562546293915169","authorIdStr":"3562546293915169"},"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239041394802888","repostId":2381702438,"repostType":4,"repost":{"id":"2381702438","kind":"highlight","pubTimestamp":1699320738,"share":"https://www.laohu8.com/m/news/2381702438?lang=zh_CN&edition=full","pubTime":"2023-11-07 09:32","market":"us","language":"zh","title":"摩根士丹利：盈利增长能力是特斯拉上涨的关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2381702438","media":"华尔街见闻","summary":"Adam 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。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。","content":"<html><head></head><body><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，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价累跌超15%，从性感的科技股一路跌成了乏味的汽车股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d205922dbb67bfd41609c2f9fe9cdd2c\" tg-width=\"560\" tg-height=\"240\"/></p><p>连特斯拉长期多头、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>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，<strong>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。</strong></p><p>Adam 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 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\">网页链接</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":{"LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4550":"红杉资本持仓","LU0971096721.USD":"富达环球金融服务 A","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLA":"特斯拉","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4551":"寇图资本持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4511":"特斯拉概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4534":"瑞士信贷持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4127":"投资银行业与经纪业","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3701405","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2381702438","content_text":"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，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,"symbols_score_info":{"TSLA":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2381702438","isCrawlerRequest":true}