Fern2412
2021-04-28
Still believe that Tesla will still have a strongdominant hold of the market
Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>
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The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></p>","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>Tesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTesla and EV stocks on watch as supply chain issues weighed<blockquote>供应链问题带来压力，特斯拉和电动汽车股票受到关注</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-04-27 22:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.</p><p><blockquote>在特斯拉(TSLA-2.5%)首席执行官Elon Musk描述了除芯片短缺之外的整个零部件供应链的“疯狂困难”后，电动汽车股受到关注。“这是一个大问题，”他在昨晚的电话会议上指出。</blockquote></p><p> A quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.</p><p><blockquote>对该行业的快速扫描显示，尽管似乎存在担忧，但电动汽车股票在早盘交易中表现良好：Fisker(FSR-1.6%)、Canoo(GOEV+0.6%)、蔚来(NIO+0.0%)、Lordstown Motors(RIDE-0.1%)、Blink Charging(BLNK+1.0%)、ChargePoint Holdings(CHPT+0.2%)、小鹏汽车(XPEV-1.3%)、Nikola(NKLA+3.4%)、Arrival(ARVL+2.6%)和理想汽车(LI-0.4%)。特斯拉的强劲数据可能有助于保持积极的情绪。</blockquote></p><p> Turning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.</p><p><blockquote>回到特斯拉，卖方对电动汽车母舰财报的反应正在涌入。</blockquote></p><p> Canaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"</p><p><blockquote>Canaccord Genuity分析师Jed Dorsheimer：“我们维持买入评级，但在2021年第一季度盈利后将PT下调至974美元（之前为1,071美元），这是基于应用我们24年EV/EBITDA估计18B美元的60倍。虽然我们承认丰富的倍数，但我们也相信TSLA保持着有意义的市场优势，我们正在努力抓住这一优势。我们预计能源管理平台将有强劲的需求，特别是在加州，由于向可再生能源过渡，加州的电力供应已低于总峰值和净峰值需求，导致能源需求缺口需要通过从其他州进口来弥补。我们预计发电和存储业务将加速增长，25年收入保守增长超过8B美元，毛利率与纯电动汽车业务持平或更好（+25%）。”</blockquote></p><p> Morgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"</p><p><blockquote>Morgan Stanley分析师Adam Jonas：“我们认为，随着时间的推移，投资者对特斯拉在华长期地位的预期有大幅下调的空间。我们还认为，围绕‘完全自主’商业增长的预期也相当过度炒作，在我们看来。与此同时，我们认为特斯拉制造基地（汽车和电池）的扩张以及新产品类别的推出可能被低估。我们看到特斯拉正在成为世界各国政府的‘主承包商’，这些政府希望在未来几年部署可再生能源/可持续交通基础设施计划。”</blockquote></p><p> Wedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"</p><p><blockquote>Wedbush Securities分析师Dan Ives：“显然，芯片短缺是特斯拉（以及所有其他汽车制造商）的一个主要X变量，这意味着该公司重申而不是提高其2021年50%的交付量增长（可能超过），这一数字很可能会超过我们认为，如果供应链在2小时内开始正常化，将超过10万至15万辆汽车。虽然看空者将重点关注芯片短缺问题，破坏2021年特斯拉的电动汽车派对，但我们认为现实是全球对特斯拉电动汽车的需求正在飙升，该公司在柏林和奥斯汀的旗舰生产建设似乎按计划进行，并且该公司拥有宝箱和现金流，可以为未来十年电动汽车军备竞赛中的未来研发/资本支出提供资金。”</blockquote></p><p> Tesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.</p><p><blockquote>特斯拉的收益报告基本符合预期，但电话会议对人工智能和比特币的深入探讨超出了预期。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed\">seekingalpha</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/news/3686110-tesla-and-ev-stocks-on-watch-as-supply-chain-issues-weighed","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119653987","content_text":"Electric vehicle stocks are on watch after Tesla(TSLA-2.5%)CEO Elon Musk described \"insane difficulties\" with supply chains overa whole range of parts beyond just the chip shortage. \"This is a huge problem,\" he noted on last night's conference call.\nA quick scan of the sector shows EV stocks to be holding up decently in early trading, despite what appears to be a concern: Fisker(FSR-1.6%), Canoo(GOEV+0.6%), Nio(NIO+0.0%), Lordstown Motors(RIDE-0.1%), Blink Charging(BLNK+1.0%), ChargePoint Holdings(CHPT+0.2%), XPeng(XPEV-1.3%), Nikola(NKLA+3.4%), Arrival(ARVL+2.6%)and Li Auto(LI-0.4%). The strong numbers for Tesla out of China may be helping to keep sentiment positive.\nTurning back to Tesla, the sell-side reaction to the EV Mother Ship's earnings report is pouring in.\nCanaccord Genuity analyst Jed Dorsheimer: \"We are maintaining our BUY rating, but reducing our PT to $974 (previously $1,071) post 1Q21 earnings, which is based on applying 60x our '24 EV/EBITDA estimate of $18B. While we acknowledge the rich multiple, we also believe TSLA maintains a meaningful market advantage, which we are trying to capture. We expect the energy management platform to have strong demand, particularly in California, where electricity supply has fallen below both gross peak and net peak needs as a result of transition to renewable sources leaving a gap in energy demand that needs to be compensated with imports from other states. We are expecting accelerated growth in the energy generation and storage business, growing conservatively above $8B in revenue in '25 with gross margins at parity or better than its BEV business (+25%).\"\nMorgan Stanley analyst Adam Jonas: \"We see room for investor expectations around Tesla’s long term place in China to be dialed-back significantly over time. We also believe expectations around the commercial ramp of ‘full autonomy’ is also rather over-hyped, in our opinion. At the same time, we believe expansion of Tesla’s manufacturing base (for both cars and batteries), and new product category introductions may be underestimated. We see Tesla emerging as 'chief contractor' to governments around the world who want to deploy renewable energy/sustainable transport infrastructure plans in the years ahead.\"\nWedbush Securities analyst Dan Ives: \"Clearly, the chip shortage is a major X variable for Tesla (and every other automaker) which speaks to the company reiterating and not raising its annual 2021 50% delivery growth (likely exceed) number which likely will be exceeded by 100k-150k vehicles in our opinion if the supply chain starts to normalize a bit in 2H. While the bears will laser focus on the chip shortage spoiling the EV party for Tesla in 2021, we believe the reality is that demand is spiking globally for Tesla's/EVs, the company's flagship production build outs in Berlin and Austin appear right on schedule, and the company has a treasure chest and cash flow to fund future R&D/capex endeavors in this EV arms race for the next decade.\"\nTesla's earnings report came in largely as anticipated, but the conference calldelved into AI and Bitcoin more than may have been expected.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":364,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":64,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/100007020"}
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