Deonc
2022-01-20
This is distruptive and EV leader company. Please like and comment. If you agree.Thanks
Tesla Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价下跌。悖论背后的原因。</blockquote>
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Please like and comment. If you agree.Thanks","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/630984597","repostId":1106776706,"repostType":4,"repost":{"id":"1106776706","kind":"news","pubTimestamp":1642664548,"share":"https://www.laohu8.com/m/news/1106776706?lang=zh_CN&edition=full","pubTime":"2022-01-20 15:42","market":"us","language":"en","title":"Tesla Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价下跌。悖论背后的原因。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106776706","media":"Barrons","summary":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts ","content":"<p><html><head></head><body>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.</p><p><blockquote><html><head></head><body>特斯拉第四季度财报将于1月26日发布。随着这一天的临近，华尔街分析师正在微调本季度和 2022 年的盈利预期。</body></html></blockquote></p><p>The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.</p><p><blockquote>盈利预期的方向显然是上升的。预期的上升通常会给任何股票带来强大的推动力，但特斯拉（股票代码：TSLA）的股票却并非如此。这是看涨投资者在考虑 2022 年特斯拉股票回报时可以关注的问题，除非背离预示着更不祥的情况。</blockquote></p><p>Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.</p><p><blockquote>周二晚间，Piper Sandler 的亚历山大-波特（Alexander Potter）是最新一位更新数据的分析师。“波特在报告中写道：”我们正在上调预测，以反映好于预期的第四季度交付量，并提高对 2022 年交付量的预期。</blockquote></p><p>Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.</p><p><blockquote>特斯拉在2021年第四季度交付了近309,000辆汽车。华尔街估计接近27万。更多的汽车意味着更多的收益，波特现在预计特斯拉第四季度每股收益为 2.50 美元，高于之前预期的每股 2.24 美元。</blockquote></p><p>He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.</p><p><blockquote>他还预测 2022 年特斯拉销量为 153 万辆，高于他之前估计的 138 万辆。Potter 对 2022 年每股收益的预期从 9.91 美元上调至 12.14 美元。</blockquote></p><p>He kept his Buy rating on Tesla stock and his $1,300 price target for shares.</p><p><blockquote>他维持了特斯拉股票的买入评级和 1,300 美元的目标股价。</blockquote></p><p>Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.</p><p><blockquote>总体而言，华尔街第四季度每股收益预期已从过去几个月的约 1.90 美元升至平均约 2.25 美元。2022 年每股收益的预期已从同期的约 8.67 美元升至约 10 美元。</blockquote></p><p>Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.</p><p><blockquote>在过去 10 周左右的时间里，来年的盈利预期增长了约 16%。然而，特斯拉股价同期下跌了约 7%。这种分歧让看涨的投资者想知道发生了什么。</blockquote></p><p>The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.</p><p><blockquote>问题似乎不在于特斯拉。这是市场。纳斯达克综合指数是许多高估值科技股的所在地，与特斯拉最近的下跌时间相同，该指数下跌了约 7%。与此同时，标普500上涨约3%，道琼斯工业平均指数上涨约5%。</blockquote></p><p>Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.</p><p><blockquote>对加息的担忧正在损害科技股估值。利率上升对高估值的伤害大于对低估值的伤害。这就是金融数学的运作方式。特斯拉是一只高估值股票。股价约为 Potter 2022 年每股收益预期的 85 倍。罗素 1000 增长指数中的股票平均交易价格约为 2022 年每股收益预期的 31 倍。</blockquote></p><p>What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.</p><p><blockquote>看涨投资者的希望是双重的。他们希望特斯拉能超出第四季度和 2022 年每股收益预期。他们还希望利率能够稳定下来，这样投资者就可以再次关注公司基本面，而不是美联储为抑制通胀而采取的措施。</blockquote></p><p>Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.</p><p><blockquote>特斯拉股市周三收盘下跌3.4%，标普500综合指数和纳斯达克综合指数分别下跌1%和1.2%。</blockquote></p><p></body></html></p><p><blockquote></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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价下跌。悖论背后的原因。</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 Earnings Estimates Are Rising, but the Stock Is Down. What’s Behind the Paradox.<blockquote>特斯拉的盈利预期正在上升，但股价下跌。悖论背后的原因。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-20 15:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.</p><p><blockquote><html><head></head><body>特斯拉第四季度财报将于1月26日发布。随着这一天的临近，华尔街分析师正在微调本季度和 2022 年的盈利预期。</body></html></blockquote></p><p>The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.</p><p><blockquote>盈利预期的方向显然是上升的。预期的上升通常会给任何股票带来强大的推动力，但特斯拉（股票代码：TSLA）的股票却并非如此。这是看涨投资者在考虑 2022 年特斯拉股票回报时可以关注的问题，除非背离预示着更不祥的情况。</blockquote></p><p>Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.</p><p><blockquote>周二晚间，Piper Sandler 的亚历山大-波特（Alexander Potter）是最新一位更新数据的分析师。“波特在报告中写道：”我们正在上调预测，以反映好于预期的第四季度交付量，并提高对 2022 年交付量的预期。</blockquote></p><p>Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.</p><p><blockquote>特斯拉在2021年第四季度交付了近309,000辆汽车。华尔街估计接近27万。更多的汽车意味着更多的收益，波特现在预计特斯拉第四季度每股收益为 2.50 美元，高于之前预期的每股 2.24 美元。</blockquote></p><p>He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.</p><p><blockquote>他还预测 2022 年特斯拉销量为 153 万辆，高于他之前估计的 138 万辆。Potter 对 2022 年每股收益的预期从 9.91 美元上调至 12.14 美元。</blockquote></p><p>He kept his Buy rating on Tesla stock and his $1,300 price target for shares.</p><p><blockquote>他维持了特斯拉股票的买入评级和 1,300 美元的目标股价。</blockquote></p><p>Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.</p><p><blockquote>总体而言，华尔街第四季度每股收益预期已从过去几个月的约 1.90 美元升至平均约 2.25 美元。2022 年每股收益的预期已从同期的约 8.67 美元升至约 10 美元。</blockquote></p><p>Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.</p><p><blockquote>在过去 10 周左右的时间里，来年的盈利预期增长了约 16%。然而，特斯拉股价同期下跌了约 7%。这种分歧让看涨的投资者想知道发生了什么。</blockquote></p><p>The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.</p><p><blockquote>问题似乎不在于特斯拉。这是市场。纳斯达克综合指数是许多高估值科技股的所在地，与特斯拉最近的下跌时间相同，该指数下跌了约 7%。与此同时，标普500上涨约3%，道琼斯工业平均指数上涨约5%。</blockquote></p><p>Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.</p><p><blockquote>对加息的担忧正在损害科技股估值。利率上升对高估值的伤害大于对低估值的伤害。这就是金融数学的运作方式。特斯拉是一只高估值股票。股价约为 Potter 2022 年每股收益预期的 85 倍。罗素 1000 增长指数中的股票平均交易价格约为 2022 年每股收益预期的 31 倍。</blockquote></p><p>What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.</p><p><blockquote>看涨投资者的希望是双重的。他们希望特斯拉能超出第四季度和 2022 年每股收益预期。他们还希望利率能够稳定下来，这样投资者就可以再次关注公司基本面，而不是美联储为抑制通胀而采取的措施。</blockquote></p><p>Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.</p><p><blockquote>特斯拉股市周三收盘下跌3.4%，标普500综合指数和纳斯达克综合指数分别下跌1%和1.2%。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-earnings-51642605897?mod=hp_LEADSUPP_3\">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-stock-earnings-51642605897?mod=hp_LEADSUPP_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106776706","content_text":"Tesla‘s fourth-quarter earnings are due out on Jan. 26. As the day approaches, Wall Street analysts are fine-tuning their earnings estimates for the quarter as well as 2022.The direction of earnings estimates is decidedly up. Rising estimates typically produces a powerful tailwind for any stock, but that hasn’t been the case with Tesla (ticker: TSLA) shares. That’s something bullish investors can look to when thinking about 2022 Tesla stock returns, unless the divergence signals something more ominous.Tuesday evening, Piper Sandler’s Alexander Potter was the latest analyst to update numbers. “We are boosting our estimates to reflect better-than-expected fourth-quarter deliveries, as well as a higher estimate for deliveries in 2022,” wrote Potter in his report.Tesla delivered almost 309,000 vehicles in the fourth quarter of 2021. Wall Street estimates were closer to 270,000. More cars means more earnings and Potter now expects Tesla to earn $2.50 a share in the fourth quarter, up from an earlier estimate of $2.24 a share.He also now models 1.53 million units sold in 2022 for Tesla, up from his earlier estimate for 1.38 million units. Potter’s 2022 earnings-per-share estimate goes to $12.14 from $9.91.He kept his Buy rating on Tesla stock and his $1,300 price target for shares.Overall, Wall Street fourth-quarter EPS estimates have gone to an average of about $2.25 from roughly $1.90 over the past couple of months. Estimates for 2022 EPS have risen to about $10 from about $8.67 over the same span.Earnings estimates for the coming year are up about 16% over the past 10 weeks or so. Tesla stock, however, is down about 7% over the same span. That divergence has left bullish investors wondering what is going on.The problem doesn’t appear to be Tesla. It’s the market. The Nasdaq Composite Index, home to many richly valued technology stocks, is off about 7% over the same span as Tesla’s recent drop. Meanwhile, the S&P 500 is up about 3%, and the Dow Jones Industrial Average has gained about 5%.Fears of interest-rate hikes are hurting tech-stock valuations. Rising rates hurt high valuations more than low valuations. That’s just the way the financial math works. Tesla is a highly valued stock. Shares are trading at roughly 85 times Potter’s 2022 EPS estimate. Stocks in the Russell 1000 Growth index trade for an average of about 31 times the 2022 EPS estimate.What bullish investors hope for is twofold. They hope Tesla beats fourth-quarter and 2022 EPS estimates. They also hope that interest rates settle down so investors can focus again on company fundamentals and not what the Federal Reserve is doing to tame inflation.Tesla stock closed lower 3.4% on Wednesday, while the S&P 500 and Nasdaq Composite fell 1% and 1.2%, respectively.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1816,"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,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":74,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/630984597"}
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