特斯拉一夜飙涨22%，马斯克暴赚335亿美元！华尔街却“吵翻了”

格隆汇2024-10-25

隔夜，由于盈利能力的上升和对明年的乐观展望，特斯拉股价飙升，收盘上涨近22%，市值一夜增加了数百亿美元，创下了2013年以来的最佳单日表现。股价周四大涨后，特斯拉全年涨跌幅转正，公司CEO马斯克的净资产一夜增加了335亿美元，为有史以来第三大的增长。马斯克一夜“赚”335亿美元此前，市场担忧特斯拉的核心业务将继续下滑，马斯克未来将持续优先考虑自动驾驶技术。不过，特斯拉的最新季报和财报电话会议缓解了...

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Wall Street is \"quarreling\"","themeId":"fe7a498156fe99646638a78d3a5521b1","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/8f00f3bb42e9e7a440555f5aea9478dd","symbols_score_info":{"TSLA":1,"TSLL":1},"content_text":"隔夜，由于盈利能力的上升和对明年的乐观展望，特斯拉股价飙升，收盘上涨近22%，市值一夜增加了数百亿美元，创下了2013年以来的最佳单日表现。股价周四大涨后，特斯拉全年涨跌幅转正，公司CEO马斯克的净资产一夜增加了335亿美元，为有史以来第三大的增长。马斯克一夜“赚”335亿美元此前，市场担忧特斯拉的核心业务将继续下滑，马斯克未来将持续优先考虑自动驾驶技术。不过，特斯拉的最新季报和财报电话会议缓解了人们的担忧。财报中透露出的几大信号：一是特斯拉廉价电动汽车明年有望投产的消息；二是超预期的每股收益、更高的毛利率；三是马斯克表示，特斯拉明年的销量增长可能达到20%-30%。股价大涨后，全球首富马斯克的一夜净资产增加了335亿美元，使他的财富达到2703亿美元，比排名第二的贝佐斯高出610亿美元。特斯拉股票和期权约占马斯克财富的四分之三，其中还包括SpaceX、社交媒体平台X和人工智能公司xAI的大量股份。在电话财报会议上，马斯克还表示，如果他被特朗普重用，他将推动联邦政府批准自动驾驶汽车的程序。自动驾驶汽车是特斯拉未来的一个关键增长领域。马斯克表示，他预计特斯拉将于2026年开始推出Cybercab自动驾驶出租车，并计划该公司最终每年生产200万- 400万辆。马斯克表示：“我预测特斯拉将成为世界上最有价值的公司，而且可能遥遥领先。”华尔街“吵翻了”对此，Deepwater Asset Management的管理合伙人Gene Munster评论称：“投资者得到了好于预期的利润和交付量增长指引。长线投资者得到了金胡萝卜。”不过，也有分析师认为，市场对特斯拉的预期较低，这种超预期的情况能否持续仍存疑。CFRA Research的分析师Garrett Nelson表示，投资者对特斯拉本季度设定的标准很低，并质疑特斯拉能否维持盈利水平。Nelson指出：“在连续四次亏损和机器人出租车日让投资者的疑问多于答案之后，对发布的预期很低。”展望未来股价走势，华尔街存在较大分歧，最高看到310美元，最低看到135美元。Wedbush分析师Dan Ives给予特斯拉跑赢行业的评级，未来12个月的目标价定为300美元，较隔夜收盘价还有15%的上涨空间。Ives认为，三季度利润率提高“清楚地表明，特斯拉在平衡未来计划的同时，仍在继续关注盈利能力。”Piper Sandler分析师Alexander Potter给予特斯拉增持的评级，目标价达到310美元，还有19%的上涨空间。Potter指出，特斯拉三季报“几乎所有方面都出人意料地表现良好”，即使事实证明公司的自身预期显得乐观，也有“上涨空间”。摩根士丹利的分析师Adam Jonas也给予特斯拉310美元的目标价，认为三季度的业绩“可能标志着汽车盈利预期触底”。空头一方，摩根大通的分析师Ryan Brinkman维持对特斯拉的减持评级不变，将其目标价从130美元上调至135美元。Brinkman指出，虽然投资者可能会对特斯拉超乎寻常的利润增长感到兴奋，但推动这波股价上涨的催化剂并不能被看作长期的增长因素。投资者不要太看重特斯拉财报后股价第一时间的“爆发式上涨”，认为业绩报告带来的行情“不可持续”。Brinkman认为，特斯拉第三季度的盈利和现金流有所改善，但背后的几个动因是不可持续的，比如出售碳排放信用额度的所谓“卖碳”收入，异常高的营运资本收益。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.42.3","shortVersion":"4.42.3","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/2478961119","isCrawlerRequest":true}