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[开心]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/274164891525352","repostId":2411569950,"repostType":2,"repost":{"id":"2411569950","pubTimestamp":1707974290,"share":"https://www.laohu8.com/m/news/2411569950?lang=&edition=full","pubTime":"2024-02-15 13:18","market":"us","language":"zh","title":"大摩：对特斯拉未来六个月股价表现，机构股东都很悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=2411569950","media":"华尔街见闻","summary":"被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。\n","content":"<html><head></head><body><blockquote><p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来表现尽显悲观。</p></blockquote><p>今年迄今为止<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>对特斯拉机构投资者进行的非正式调查发现，<strong>许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。</strong></p><p>“特斯拉铁粉”、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>汽车首席分析师Adam Jonas在周三的一份报告中指出：</p><blockquote><p>我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。</p></blockquote><p>Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，<strong>马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。</strong></p><p>而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。</p><p><strong>投资者的另一大担忧是，2024年收入可能会是“零增长”。</strong></p><p>Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。</p><p>尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。</p><p>不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adf7cafc41d1ba3ec4323ec28379b1c3\" tg-width=\"560\" 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class=\"title\">\n大摩：对特斯拉未来六个月股价表现，机构股东都很悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 13:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708381><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708381\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/751b67d2293e24b5b6c7edbc04a04eff","relate_stocks":{"LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0098860793.USD":"FRANKLIN INCOME \"A\" 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Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 美元的目标股价，这意味着特斯拉股价还有约80%上涨空间。不过，Jonas指出，为了实现这样的上升空间，特斯拉必须克服电动汽车制造商面临的问题，还有整个汽车行业面临的问题，如利率上升、成本上升和供应过剩等等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":455,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":22,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/274164891525352"}