valueTrader
2021-06-15
Still a good target price
Tesla Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉公牛因电池而下调目标价。无论如何，股价都会上涨。</blockquote>
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Shares Rise Anyway.<blockquote>特斯拉公牛因电池而下调目标价。无论如何，股价都会上涨。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1131396369","media":"Barrons","summary":"A Tesla bull is a little less bullish Monday. Battery technology is the main reason.\nCanaccord analy","content":"<p>A Tesla bull is a little less bullish Monday. Battery technology is the main reason.</p><p><blockquote>周一，特斯拉多头的乐观程度有所降低。电池技术是主要原因。</blockquote></p><p> Canaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 周一将特斯拉（股票代码：TSLA）目标价下调至 812 美元，较 974 美元下跌 162 美元，跌幅 17%。不过，他维持了买入评级。</blockquote></p><p> The cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. </p><p><blockquote>此次降息对周一交易中的股市影响不大。特斯拉股价上涨约 1.3%，至每股 618 美元。</blockquote></p><p> Even though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.</p><p><blockquote>尽管多尔斯海默仍然看好该公司，但他对特斯拉的新电池持谨慎态度。特别是更大的4680电池设计，承诺更好的充电时间，更长的每次充电范围和更低的成本。</blockquote></p><p> The 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.</p><p><blockquote>4680是指直径为46毫米、长度为80毫米的圆柱形电池。如今的特斯拉有 2170 块电池。直径 21 毫米，长度 70 毫米。</blockquote></p><p> Tesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.</p><p><blockquote>特斯拉最近开始交付其 Model S Plaid 汽车，号称是有史以来最快的量产车。它可以在不到2秒的时间内从0加速到60英里/小时。但它也取消了Plaid+，部分原因是新的电池设计，Plaid+将具有更长的每次充电范围。</blockquote></p><p> Dorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”</p><p><blockquote>Dorsheimer 写道，Plaid+ “据报道将率先采用新的 4680 电池设计”。取消 “向我们表明，新的电池格式还没有准备好生产，Powerwall 等储能产品的电池产能限制仍然存在”。</blockquote></p><p> If the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.</p><p><blockquote>如果电池还没准备好，那就有问题了。更好的电池是电动汽车制造商的竞争优势。较低的成本也使特斯拉能够降低每辆车的收费或赚更多的钱。较低的价格可以扩大特斯拉买家的范围。当然，更好的利润会受到投资者的欢迎。任何电池供应限制都可能影响未来特斯拉汽车的交付。华尔街预计特斯拉 2021 年将交付 80 万至 90 万辆汽车，高于 2020 年的约 50 万辆。</blockquote></p><p> Dorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.</p><p><blockquote>Dorsheimer 下调目标价后，分析师对特斯拉股票的平均预期从每股 623 美元降至 618 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d33672c951c9eacd352a94e2f02112b\" tg-width=\"977\" tg-height=\"642\"></p><p><blockquote></blockquote></p><p> Drops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.</p><p><blockquote>最近跌倒并不常见。分析师对特斯拉股票的平均目标价比 2018 年初上涨了 830% 以上。然而，分析师的平均目标价自 2 月初以来已停止上涨。</blockquote></p><p> That’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.</p><p><blockquote>这也是债券收益率因通胀担忧而开始上升的时候。债券收益率上升对高估值科技公司的伤害比其他公司更大，原因有二。更高的收益率使得增长融资成本更高。它还降低了未来现金流的现值。成长型公司的大部分现金流都是在未来很长一段时间内产生的。</blockquote></p><p> Investors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.</p><p><blockquote>投资者正在寻找snap·特斯拉股票脱离近期区间的催化剂。第一季度财报并没有做到这一点。格子图案的推出也是如此。德克萨斯州和德国的新工厂将于 2021 年底左右开始生产，以及新电池可能是投资者所需要的。</blockquote></p><p> Of course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.</p><p><blockquote>当然，他们还需要电动汽车需求保持强劲，利率保持在较低、稳定的范围内。</blockquote></p><p></p>","source":"lsy1601382232898","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 Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉公牛因电池而下调目标价。无论如何，股价都会上涨。</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 Bull Cuts Price Target Because of Batteries. Shares Rise Anyway.<blockquote>特斯拉公牛因电池而下调目标价。无论如何，股价都会上涨。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-15 08:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p>A Tesla bull is a little less bullish Monday. Battery technology is the main reason.</p><p><blockquote>周一，特斯拉多头的乐观程度有所降低。电池技术是主要原因。</blockquote></p><p> Canaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.</p><p><blockquote>Canaccord 分析师 Jonathan Dorsheimer 周一将特斯拉（股票代码：TSLA）目标价下调至 812 美元，较 974 美元下跌 162 美元，跌幅 17%。不过，他维持了买入评级。</blockquote></p><p> The cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. </p><p><blockquote>此次降息对周一交易中的股市影响不大。特斯拉股价上涨约 1.3%，至每股 618 美元。</blockquote></p><p> Even though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.</p><p><blockquote>尽管多尔斯海默仍然看好该公司，但他对特斯拉的新电池持谨慎态度。特别是更大的4680电池设计，承诺更好的充电时间，更长的每次充电范围和更低的成本。</blockquote></p><p> The 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.</p><p><blockquote>4680是指直径为46毫米、长度为80毫米的圆柱形电池。如今的特斯拉有 2170 块电池。直径 21 毫米，长度 70 毫米。</blockquote></p><p> Tesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.</p><p><blockquote>特斯拉最近开始交付其 Model S Plaid 汽车，号称是有史以来最快的量产车。它可以在不到2秒的时间内从0加速到60英里/小时。但它也取消了Plaid+，部分原因是新的电池设计，Plaid+将具有更长的每次充电范围。</blockquote></p><p> Dorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”</p><p><blockquote>Dorsheimer 写道，Plaid+ “据报道将率先采用新的 4680 电池设计”。取消 “向我们表明，新的电池格式还没有准备好生产，Powerwall 等储能产品的电池产能限制仍然存在”。</blockquote></p><p> If the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.</p><p><blockquote>如果电池还没准备好，那就有问题了。更好的电池是电动汽车制造商的竞争优势。较低的成本也使特斯拉能够降低每辆车的收费或赚更多的钱。较低的价格可以扩大特斯拉买家的范围。当然，更好的利润会受到投资者的欢迎。任何电池供应限制都可能影响未来特斯拉汽车的交付。华尔街预计特斯拉 2021 年将交付 80 万至 90 万辆汽车，高于 2020 年的约 50 万辆。</blockquote></p><p> Dorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.</p><p><blockquote>Dorsheimer 下调目标价后，分析师对特斯拉股票的平均预期从每股 623 美元降至 618 美元。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6d33672c951c9eacd352a94e2f02112b\" tg-width=\"977\" tg-height=\"642\"></p><p><blockquote></blockquote></p><p> Drops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.</p><p><blockquote>最近跌倒并不常见。分析师对特斯拉股票的平均目标价比 2018 年初上涨了 830% 以上。然而，分析师的平均目标价自 2 月初以来已停止上涨。</blockquote></p><p> That’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.</p><p><blockquote>这也是债券收益率因通胀担忧而开始上升的时候。债券收益率上升对高估值科技公司的伤害比其他公司更大，原因有二。更高的收益率使得增长融资成本更高。它还降低了未来现金流的现值。成长型公司的大部分现金流都是在未来很长一段时间内产生的。</blockquote></p><p> Investors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.</p><p><blockquote>投资者正在寻找snap·特斯拉股票脱离近期区间的催化剂。第一季度财报并没有做到这一点。格子图案的推出也是如此。德克萨斯州和德国的新工厂将于 2021 年底左右开始生产，以及新电池可能是投资者所需要的。</blockquote></p><p> Of course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.</p><p><blockquote>当然，他们还需要电动汽车需求保持强劲，利率保持在较低、稳定的范围内。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-bull-cuts-price-target-batteries-51623686363?mod=RTA\">Barrons</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://www.barrons.com/articles/tesla-bull-cuts-price-target-batteries-51623686363?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131396369","content_text":"A Tesla bull is a little less bullish Monday. Battery technology is the main reason.\nCanaccord analyst Jonathan Dorsheimer threw his Tesla (ticker: TSLA) target price into reverse Monday, cutting it to $812, down $162, or 17% from $974. He maintained his Buy rating though.\nThe cut isn’t having much impact on shares in Monday trading. Tesla stock is up about 1.3% to $618 a share. \nEven though he is still bullish on the company, Dorsheimer is wary about Tesla’s new batteries. In particular the larger 4680 cell design which promises better charge time, longer per-charge range and lower cost.\nThe 4680 refers to a cylindrical battery with a diameter of 46 millimeters and a length of 80 millimeters. Today’s Tesla’s have 2170 batteries. That’s 21 millimeter diameter and 70 millimeter length.\nTesla recently started delivering its Model S Plaid vehicle, billed as the fastest production car ever built. It can go zero to 60 miles per hour in under 2 seconds. But it also canceled the Plaid+ which was going to have longer per-charge range partly because of the new battery design.\nDorsheimer wrote that the Plaid+ “was reportedly going to be the first to feature the new 4680 cell design.” The cancellation “signals to us the new cell format isn’t ready for production just yet, and cell production capacity constraints for energy storage products like Powerwall remain.”\nIf the batteries aren’t ready yet, that’s a problem. Better batteries are a competitive advantage for electric-vehicle makers. Lower costs also allow Tesla to either charge less or make more money per car. Lower prices can expand the pool of Tesla buyers. Better profits, of course, are cheered by investors. And any battery-supply constraints could impact Tesla vehicle deliveries down the road. Wall Street expects Tesla to deliver 800,000 to 900,000 cars in 2021, up from about 500,000 cars in 2020.\nDorsheimer’s target-price cut lowered the analyst average for Tesla stock to $618 a share from $623.\n\nDrops aren’t the norm recently. Tesla stock’s average analyst target price is up more than 830% from the start of 2018. The average analyst target price, however, has stopped rising since early February.\nThat’s also when bond yields started rising because of inflation fears. Higher bond yields hurt richly valued technology companies more than others for two reasons. Higher yields make it more costly to finance growth. It also reduces the present value of future cash flow. And growth companies generate most of their cash flow far in the future.\nInvestors are looking for a catalyst to snap Tesla stock out of its recent range. First quarter earnings didn’t do it. Neither has the launch of the Plaid. Production from new facilities in Texas and Germany, due to start around year end 2021, as well as the new batteries, could be what investors need.\nOf course, they also need EV demand to stay strong and for interest rates to stay in a low, stable range.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1191,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":21,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/184559663"}
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