Guardian91
2021-07-26
No matter what the earnings are, expect a lot of FUD and remember TSLA is long term investment💪
Here are 8 things investors will be looking for in Tesla's earnings report<blockquote>以下是投资者将在特斯拉收益报告中寻找的 8 件事</blockquote>
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Shares have fallen nearly 30% from their record high set just ahead of its fourth-quarter report in late January, with more than a third of that slide in share price taking place since the company reported first quarter results in April.</p><p><blockquote>过去两个季度的业绩让他们失望。该公司股价已较 1 月底第四季度报告发布前创下的历史高点下跌近 30%，其中超过三分之一的股价下跌发生在该公司 4 月份公布第一季度业绩以来。</blockquote></p><p> So whether the best performing stock of 2020 can get back on track will depend greatly on what investors hear Monday evening, when Tesla releases its second quarter results.</p><p><blockquote>因此，2020 年表现最佳的股票能否重回正轨将在很大程度上取决于投资者周一晚上特斯拉发布第二季度业绩时听到的消息。</blockquote></p><p> Here are the top issues they'll be looking at:</p><p><blockquote>以下是他们将关注的主要问题：</blockquote></p><p> <h3>How are things going in China?</h3> Unlike other automakers, Tesla normally reports only global numbers, and doesn't break down sales by country or market. But if it wants to assure investors, it may need to give details on its sales in China, which is not only the largest market for all auto sales but also the major market with the greatest share of sales going to EVs.</p><p><blockquote><h3>中国的情况怎么样？</h3>与其他汽车制造商不同，特斯拉通常只报告全球数据，不会按国家或市场细分销量。但如果它想让投资者放心，它可能需要提供其在中国销售的详细信息，中国不仅是所有汽车销售的最大市场，也是电动汽车销售份额最大的主要市场。</blockquote></p><p> Tesla was hit by widespread reports of safety problems in China, including the recall of almost all cars made at its Shanghai factory and a protest by Tesla owners at the Shanghai auto show in April.</p><p><blockquote>特斯拉受到了有关中国安全问题的广泛报道的打击，包括召回其上海工厂生产的几乎所有汽车，以及特斯拉车主在4月份上海车展上的抗议。</blockquote></p><p> \"The China growth stories is the top of the list for Tesla,\" said Dan Ives, tech analyst with Wedbush Securities and a Tesla bull. \"This is their key market, we believe 40% of their sales will come from there next year. I think that's the linchpin to the stock going up or down.\"</p><p><blockquote>Wedbush Securities 科技分析师、特斯拉看多者丹·艾夫斯 (Dan Ives) 表示：“中国增长故事是特斯拉的首要任务。”“这是他们的主要市场，我们相信明年他们 40% 的销售额将来自那里。我认为这是股票上涨或下跌的关键。”</blockquote></p><p> Although Chinese sales of EVs from other automakers are reportedly growing, Tesla's China sales fell 9.2%, according to stats cited by Gordon Johnson of GLJ Research, an analyst who is one of Tesla's harshest critics.</p><p><blockquote>据特斯拉最严厉的批评者之一 GLJ Research 分析师戈登·约翰逊 (Gordon Johnson) 引用的统计数据显示，尽管其他汽车制造商在中国的电动汽车销量正在增长，但特斯拉在中国的销量下降了 9.2%。</blockquote></p><p> \"It seems clear Tesla has a China demand problem,\" he wrote in a recent note. \"Weak second quarter 2021 China domestic sales likely translate into weak second quarter earnings for Tesla.\"</p><p><blockquote>“特斯拉显然存在对华需求问题，”他在最近的一份报告中写道。“2021 年第二季度中国国内销售疲软可能会导致特斯拉第二季度盈利疲软。”</blockquote></p><p> <h3>How did it make its profits?</h3> Analysts surveyed by Refinitiv expect Tesla to report adjusted income of more than $1 billion for the second straight quarter, and net income of about $650 million. Both would be records for the company, and would mark the eighth straight quarterly profit after years of losses.</p><p><blockquote><h3>它是如何盈利的？</h3>路孚特调查的分析师预计特斯拉将连续第二个季度公布调整后收入超过10亿美元，净利润约为6.5亿美元。两者都将创下该公司的纪录，并将标志着在多年亏损后连续第八个季度盈利。</blockquote></p><p> But Tesla critics point out that its net income has never exceeded the money it gets from selling regulatory tax credits to other automakers for whom EV sales are a very small percentage of their overall sales. Those other automakers use the credits they purchase from Tesla to meet environmental standards, thus avoiding large fines.</p><p><blockquote>但特斯拉批评人士指出，其净利润从未超过向其他汽车制造商出售监管税收抵免所获得的资金，而这些汽车制造商的电动汽车销量仅占其总销量的一小部分。其他汽车制造商使用从特斯拉购买的积分来满足环境标准，从而避免巨额罚款。</blockquote></p><p> Tesla got $518 million from those sales in the first quarter, but even Tesla admits it can't count on those sales to continue as other automakers start to sell more of their own EVs. The company's critics say it is proof that Tesla can't make money just from selling cars.</p><p><blockquote>特斯拉第一季度从这些销量中获得了 5.18 亿美元，但即使是特斯拉也承认，随着其他汽车制造商开始销售更多自己的电动汽车，它不能指望这些销量继续下去。该公司的批评者表示，这证明特斯拉不能仅仅通过销售汽车来赚钱。</blockquote></p><p> If its net income finally does exceed those credits, as the estimates suggest, it will be a significant milestone for the company, Ives said.</p><p><blockquote>艾夫斯说，如果其净利润最终确实如估计所示超过这些信贷，这将是该公司的一个重要里程碑。</blockquote></p><p> \"That would throw one of the core bear arguments against the stock out the window,\" he said.</p><p><blockquote>他表示：“这将使针对该股的核心空头论点之一被抛弃了。”</blockquote></p><p> <h3>What's going on with its bitcoin holdings?</h3> In February, Tesla disclosed it used some of its cash on hand to purchase $1.5 billion in bitcoin. In April, it disclosed that it has sold some of those holdings and booked net income of $101 million from its crypto trading — adding to the argument that the company doesn't make money actually selling cars.</p><p><blockquote><h3>其比特币控股公司发生了什么事？</h3>今年2月，特斯拉披露，它使用手头的部分现金在比特币购买了15亿美元。今年 4 月，该公司披露已出售部分股份，并从加密货币交易中获得 1.01 亿美元的净利润，这进一步加剧了该公司实际上并没有通过销售汽车赚钱的论点。</blockquote></p><p> The bitcoin transactions made some investors nervous, said Ives, especially since the cryptocurrency has lost more than a third of its value since then.</p><p><blockquote>艾夫斯说，比特币交易让一些投资者感到紧张，特别是因为自那时以来，加密货币的价值已经损失了三分之一以上。</blockquote></p><p> <h3>What's going on with supply chain issues?</h3> The entire global auto industry is struggling with a computer chip shortage.</p><p><blockquote><h3>供应链问题是怎么回事？</h3>整个全球汽车行业都在与电脑芯片短缺作斗争。</blockquote></p><p> With other automakers ramping up production of their own EVs, Tesla now has greater competition for the raw materials that make up large EVe batteries, such as lithium.</p><p><blockquote>随着其他汽车制造商增加自己电动汽车的产量，特斯拉现在在构成大型 EVe 电池的原材料（例如锂）方面面临着更激烈的竞争。</blockquote></p><p> In May, Musk tweeted that Tesla had to raise the price of its cars because of rising raw material costs. The outlook for raw material prices and the supply of parts such as chips and batteries will be a key to investors' expectations about Tesla sales the rest of this year.</p><p><blockquote>今年5月，马斯克在推特上表示，由于原材料成本上升，特斯拉不得不提高汽车价格。原材料价格前景以及芯片和电池等零部件供应将是投资者对今年剩余时间特斯拉销售预期的关键。</blockquote></p><p> <h3>What's going on with new plants in Texas and Germany?</h3> Tesla has a track record of getting new plants up and running much faster than traditional automakers.</p><p><blockquote><h3>德克萨斯州和德国的新工厂怎么样了？</h3>特斯拉拥有比传统汽车制造商更快地建立和运行新工厂的记录。</blockquote></p><p> It has a plant under construction near Austin, Texas, which will build the Model Y SUV and eventually the Cybertruck pickup, as well as another near Berlin to serve the European market, where it is losing ground on EV sales to Volkswagen (VLKAF).</p><p><blockquote>该公司在德克萨斯州奥斯汀附近有一家工厂正在建设中，将生产 Model Y SUV，并最终生产 Cybertruck 皮卡，还在柏林附近有另一家工厂服务于欧洲市场，该公司在电动汽车销售方面正在输给大众汽车 (VLKAF)。</blockquote></p><p> Having two plants under construction simultaneously is the most ambitious expansion ever for Tesla, and the outlook for when the plants will be up to speed will be a key to investor expectations going forward.</p><p><blockquote>同时建设两家工厂是特斯拉有史以来最雄心勃勃的扩张，工厂何时能够达到目标将是投资者未来预期的关键。</blockquote></p><p></p><p> Tesla said in April it expected both plants to have limited production later this year and \"volume production\" in 2022. It did not spell out what that means.</p><p><blockquote>特斯拉在 4 月份表示，预计这两家工厂今年晚些时候的产量将受到限制，2022 年将实现“批量生产”。它没有说明那是什么意思。</blockquote></p><p> <h3>What's the latest on the Cybertruck?</h3> With a number of established automakers such as Ford (F) and General Motors (GM) on the verge of selling their own electric pickups, it's important that Tesla get the Cybertruck, its first pickup, into consumers' hands soon. In January, Musk said he was expecting \"volume production\" in 2022.</p><p><blockquote><h3>Cybertruck有什么最新消息？</h3>随着福特 (F) 和通用汽车 (GM) 等许多老牌汽车制造商即将销售自己的电动皮卡，特斯拉尽快将其首款皮卡 Cybertruck 交到消费者手中非常重要。一月份，马斯克表示，他预计 2022 年将实现“量产”。</blockquote></p><p> Then in March he tweeted \"Update probably in Q2.\" He said the focus now was getting the Texas plant finished, calling that job a \"beast.\" Investors are anxious to get that update.</p><p><blockquote>然后在三月份，他在推特上写道“可能会在第二季度更新。”他说，现在的重点是完成德克萨斯州工厂，并称这项工作是“野兽”。投资者渴望获得这一更新。</blockquote></p><p> <h3>What are plans to open Tesla's superchargers to other automakers' EVs.</h3> This past week, Musk said in a tweet that \"we're making our Supercharger network open to other EVs later this year.\" As is often the case when he makes news via tweet, there were no details to help investors assess the business impact of such a move.</p><p><blockquote><h3>向其他汽车制造商的电动汽车开放特斯拉超级充电站的计划是什么？</h3>上周，马斯克在一条推文中表示，“我们将在今年晚些时候向其他电动汽车开放我们的超级充电站网络。”正如他通过推特发布新闻时经常发生的情况一样，没有任何细节可以帮助投资者评估此举的商业影响。</blockquote></p><p> It could be significant. \"By 2030, we conservatively estimate Tesla supercharging revenue of $2.9 billion, a figure which does not include any revenue from non-Tesla vehicles,\" wrote Morgan Stanley auto analyst Adam Jonas in a note following the tweet.</p><p><blockquote>这可能很重要。摩根士丹利汽车分析师 Adam Jonas 在推文发布后的一份报告中写道：“到 2030 年，我们保守估计特斯拉超级充电收入将达到 29 亿美元，这一数字不包括来自非特斯拉汽车的任何收入。”</blockquote></p><p> Musk will almost certainly be asked about the plans to open the network to other companies' cars during the conference call.</p><p><blockquote>马斯克几乎肯定会被问及在电话会议期间向其他公司的汽车开放该网络的计划。</blockquote></p><p> <h3>What's the outlook for full self-driving cars?</h3> This is one reason Tesla shares have so greatly outperformed traditional auto stocks: the belief of investors that it is closer to offering full self-driving cars, or FSD, than any other companies.</p><p><blockquote><h3>全自动驾驶汽车的前景如何？</h3>这是特斯拉股票大大优于传统汽车股的原因之一：投资者认为它比任何其他公司都更接近提供全自动驾驶汽车（FSD）。</blockquote></p><p> Musk keeps promising advances for versions of FSD in his tweets. And Tesla CFO Zachary Kirkhorn spoke on the last earnings call about the potential for significant revenue from drivers who pay for FSD on a subscription basis.</p><p><blockquote>马斯克在他的推文中不断承诺 FSD 版本的进展。特斯拉首席财务官扎卡里·柯克霍恩 (Zachary Kirkhorn) 在上次财报看涨期权上谈到了以订阅方式支付 FSD 费用的司机带来可观收入的潜力。</blockquote></p><p> But so far FSD has been more promise than reality. Investors will be eager to hear the latest outlook, and for the revenue that Tesla hopes to gain from it.</p><p><blockquote>但到目前为止，FSD 的承诺多于现实。投资者将渴望听到最新的前景，以及特斯拉希望从中获得的收入。</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>Here are 8 things investors will be looking for in Tesla's earnings report<blockquote>以下是投资者将在特斯拉收益报告中寻找的 8 件事</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\">\nHere are 8 things investors will be looking for in Tesla's earnings report<blockquote>以下是投资者将在特斯拉收益报告中寻找的 8 件事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CNN</strong><span class=\"h-time small\">2021-07-26 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(CNN)Tesla is the most secretive automaker on the planet, so investors are always eager to pore through its quarterly report and conference call, when they finally can get more than tweet-sized morsels of information.</p><p><blockquote>（美国有线电视新闻网）特斯拉是地球上最神秘的汽车制造商，因此投资者总是渴望翻阅其季度报告和电话会议，当他们最终可以获得比推文大小更多的信息时。</blockquote></p><p> The last two quarterly results have disappointed them. Shares have fallen nearly 30% from their record high set just ahead of its fourth-quarter report in late January, with more than a third of that slide in share price taking place since the company reported first quarter results in April.</p><p><blockquote>过去两个季度的业绩让他们失望。该公司股价已较 1 月底第四季度报告发布前创下的历史高点下跌近 30%，其中超过三分之一的股价下跌发生在该公司 4 月份公布第一季度业绩以来。</blockquote></p><p> So whether the best performing stock of 2020 can get back on track will depend greatly on what investors hear Monday evening, when Tesla releases its second quarter results.</p><p><blockquote>因此，2020 年表现最佳的股票能否重回正轨将在很大程度上取决于投资者周一晚上特斯拉发布第二季度业绩时听到的消息。</blockquote></p><p> Here are the top issues they'll be looking at:</p><p><blockquote>以下是他们将关注的主要问题：</blockquote></p><p> <h3>How are things going in China?</h3> Unlike other automakers, Tesla normally reports only global numbers, and doesn't break down sales by country or market. But if it wants to assure investors, it may need to give details on its sales in China, which is not only the largest market for all auto sales but also the major market with the greatest share of sales going to EVs.</p><p><blockquote><h3>中国的情况怎么样？</h3>与其他汽车制造商不同，特斯拉通常只报告全球数据，不会按国家或市场细分销量。但如果它想让投资者放心，它可能需要提供其在中国销售的详细信息，中国不仅是所有汽车销售的最大市场，也是电动汽车销售份额最大的主要市场。</blockquote></p><p> Tesla was hit by widespread reports of safety problems in China, including the recall of almost all cars made at its Shanghai factory and a protest by Tesla owners at the Shanghai auto show in April.</p><p><blockquote>特斯拉受到了有关中国安全问题的广泛报道的打击，包括召回其上海工厂生产的几乎所有汽车，以及特斯拉车主在4月份上海车展上的抗议。</blockquote></p><p> \"The China growth stories is the top of the list for Tesla,\" said Dan Ives, tech analyst with Wedbush Securities and a Tesla bull. \"This is their key market, we believe 40% of their sales will come from there next year. I think that's the linchpin to the stock going up or down.\"</p><p><blockquote>Wedbush Securities 科技分析师、特斯拉看多者丹·艾夫斯 (Dan Ives) 表示：“中国增长故事是特斯拉的首要任务。”“这是他们的主要市场，我们相信明年他们 40% 的销售额将来自那里。我认为这是股票上涨或下跌的关键。”</blockquote></p><p> Although Chinese sales of EVs from other automakers are reportedly growing, Tesla's China sales fell 9.2%, according to stats cited by Gordon Johnson of GLJ Research, an analyst who is one of Tesla's harshest critics.</p><p><blockquote>据特斯拉最严厉的批评者之一 GLJ Research 分析师戈登·约翰逊 (Gordon Johnson) 引用的统计数据显示，尽管其他汽车制造商在中国的电动汽车销量正在增长，但特斯拉在中国的销量下降了 9.2%。</blockquote></p><p> \"It seems clear Tesla has a China demand problem,\" he wrote in a recent note. \"Weak second quarter 2021 China domestic sales likely translate into weak second quarter earnings for Tesla.\"</p><p><blockquote>“特斯拉显然存在对华需求问题，”他在最近的一份报告中写道。“2021 年第二季度中国国内销售疲软可能会导致特斯拉第二季度盈利疲软。”</blockquote></p><p> <h3>How did it make its profits?</h3> Analysts surveyed by Refinitiv expect Tesla to report adjusted income of more than $1 billion for the second straight quarter, and net income of about $650 million. Both would be records for the company, and would mark the eighth straight quarterly profit after years of losses.</p><p><blockquote><h3>它是如何盈利的？</h3>路孚特调查的分析师预计特斯拉将连续第二个季度公布调整后收入超过10亿美元，净利润约为6.5亿美元。两者都将创下该公司的纪录，并将标志着在多年亏损后连续第八个季度盈利。</blockquote></p><p> But Tesla critics point out that its net income has never exceeded the money it gets from selling regulatory tax credits to other automakers for whom EV sales are a very small percentage of their overall sales. Those other automakers use the credits they purchase from Tesla to meet environmental standards, thus avoiding large fines.</p><p><blockquote>但特斯拉批评人士指出，其净利润从未超过向其他汽车制造商出售监管税收抵免所获得的资金，而这些汽车制造商的电动汽车销量仅占其总销量的一小部分。其他汽车制造商使用从特斯拉购买的积分来满足环境标准，从而避免巨额罚款。</blockquote></p><p> Tesla got $518 million from those sales in the first quarter, but even Tesla admits it can't count on those sales to continue as other automakers start to sell more of their own EVs. The company's critics say it is proof that Tesla can't make money just from selling cars.</p><p><blockquote>特斯拉第一季度从这些销量中获得了 5.18 亿美元，但即使是特斯拉也承认，随着其他汽车制造商开始销售更多自己的电动汽车，它不能指望这些销量继续下去。该公司的批评者表示，这证明特斯拉不能仅仅通过销售汽车来赚钱。</blockquote></p><p> If its net income finally does exceed those credits, as the estimates suggest, it will be a significant milestone for the company, Ives said.</p><p><blockquote>艾夫斯说，如果其净利润最终确实如估计所示超过这些信贷，这将是该公司的一个重要里程碑。</blockquote></p><p> \"That would throw one of the core bear arguments against the stock out the window,\" he said.</p><p><blockquote>他表示：“这将使针对该股的核心空头论点之一被抛弃了。”</blockquote></p><p> <h3>What's going on with its bitcoin holdings?</h3> In February, Tesla disclosed it used some of its cash on hand to purchase $1.5 billion in bitcoin. In April, it disclosed that it has sold some of those holdings and booked net income of $101 million from its crypto trading — adding to the argument that the company doesn't make money actually selling cars.</p><p><blockquote><h3>其比特币控股公司发生了什么事？</h3>今年2月，特斯拉披露，它使用手头的部分现金在比特币购买了15亿美元。今年 4 月，该公司披露已出售部分股份，并从加密货币交易中获得 1.01 亿美元的净利润，这进一步加剧了该公司实际上并没有通过销售汽车赚钱的论点。</blockquote></p><p> The bitcoin transactions made some investors nervous, said Ives, especially since the cryptocurrency has lost more than a third of its value since then.</p><p><blockquote>艾夫斯说，比特币交易让一些投资者感到紧张，特别是因为自那时以来，加密货币的价值已经损失了三分之一以上。</blockquote></p><p> <h3>What's going on with supply chain issues?</h3> The entire global auto industry is struggling with a computer chip shortage.</p><p><blockquote><h3>供应链问题是怎么回事？</h3>整个全球汽车行业都在与电脑芯片短缺作斗争。</blockquote></p><p> With other automakers ramping up production of their own EVs, Tesla now has greater competition for the raw materials that make up large EVe batteries, such as lithium.</p><p><blockquote>随着其他汽车制造商增加自己电动汽车的产量，特斯拉现在在构成大型 EVe 电池的原材料（例如锂）方面面临着更激烈的竞争。</blockquote></p><p> In May, Musk tweeted that Tesla had to raise the price of its cars because of rising raw material costs. The outlook for raw material prices and the supply of parts such as chips and batteries will be a key to investors' expectations about Tesla sales the rest of this year.</p><p><blockquote>今年5月，马斯克在推特上表示，由于原材料成本上升，特斯拉不得不提高汽车价格。原材料价格前景以及芯片和电池等零部件供应将是投资者对今年剩余时间特斯拉销售预期的关键。</blockquote></p><p> <h3>What's going on with new plants in Texas and Germany?</h3> Tesla has a track record of getting new plants up and running much faster than traditional automakers.</p><p><blockquote><h3>德克萨斯州和德国的新工厂怎么样了？</h3>特斯拉拥有比传统汽车制造商更快地建立和运行新工厂的记录。</blockquote></p><p> It has a plant under construction near Austin, Texas, which will build the Model Y SUV and eventually the Cybertruck pickup, as well as another near Berlin to serve the European market, where it is losing ground on EV sales to Volkswagen (VLKAF).</p><p><blockquote>该公司在德克萨斯州奥斯汀附近有一家工厂正在建设中，将生产 Model Y SUV，并最终生产 Cybertruck 皮卡，还在柏林附近有另一家工厂服务于欧洲市场，该公司在电动汽车销售方面正在输给大众汽车 (VLKAF)。</blockquote></p><p> Having two plants under construction simultaneously is the most ambitious expansion ever for Tesla, and the outlook for when the plants will be up to speed will be a key to investor expectations going forward.</p><p><blockquote>同时建设两家工厂是特斯拉有史以来最雄心勃勃的扩张，工厂何时能够达到目标将是投资者未来预期的关键。</blockquote></p><p></p><p> Tesla said in April it expected both plants to have limited production later this year and \"volume production\" in 2022. It did not spell out what that means.</p><p><blockquote>特斯拉在 4 月份表示，预计这两家工厂今年晚些时候的产量将受到限制，2022 年将实现“批量生产”。它没有说明那是什么意思。</blockquote></p><p> <h3>What's the latest on the Cybertruck?</h3> With a number of established automakers such as Ford (F) and General Motors (GM) on the verge of selling their own electric pickups, it's important that Tesla get the Cybertruck, its first pickup, into consumers' hands soon. In January, Musk said he was expecting \"volume production\" in 2022.</p><p><blockquote><h3>Cybertruck有什么最新消息？</h3>随着福特 (F) 和通用汽车 (GM) 等许多老牌汽车制造商即将销售自己的电动皮卡，特斯拉尽快将其首款皮卡 Cybertruck 交到消费者手中非常重要。一月份，马斯克表示，他预计 2022 年将实现“量产”。</blockquote></p><p> Then in March he tweeted \"Update probably in Q2.\" He said the focus now was getting the Texas plant finished, calling that job a \"beast.\" Investors are anxious to get that update.</p><p><blockquote>然后在三月份，他在推特上写道“可能会在第二季度更新。”他说，现在的重点是完成德克萨斯州工厂，并称这项工作是“野兽”。投资者渴望获得这一更新。</blockquote></p><p> <h3>What are plans to open Tesla's superchargers to other automakers' EVs.</h3> This past week, Musk said in a tweet that \"we're making our Supercharger network open to other EVs later this year.\" As is often the case when he makes news via tweet, there were no details to help investors assess the business impact of such a move.</p><p><blockquote><h3>向其他汽车制造商的电动汽车开放特斯拉超级充电站的计划是什么？</h3>上周，马斯克在一条推文中表示，“我们将在今年晚些时候向其他电动汽车开放我们的超级充电站网络。”正如他通过推特发布新闻时经常发生的情况一样，没有任何细节可以帮助投资者评估此举的商业影响。</blockquote></p><p> It could be significant. \"By 2030, we conservatively estimate Tesla supercharging revenue of $2.9 billion, a figure which does not include any revenue from non-Tesla vehicles,\" wrote Morgan Stanley auto analyst Adam Jonas in a note following the tweet.</p><p><blockquote>这可能很重要。摩根士丹利汽车分析师 Adam Jonas 在推文发布后的一份报告中写道：“到 2030 年，我们保守估计特斯拉超级充电收入将达到 29 亿美元，这一数字不包括来自非特斯拉汽车的任何收入。”</blockquote></p><p> Musk will almost certainly be asked about the plans to open the network to other companies' cars during the conference call.</p><p><blockquote>马斯克几乎肯定会被问及在电话会议期间向其他公司的汽车开放该网络的计划。</blockquote></p><p> <h3>What's the outlook for full self-driving cars?</h3> This is one reason Tesla shares have so greatly outperformed traditional auto stocks: the belief of investors that it is closer to offering full self-driving cars, or FSD, than any other companies.</p><p><blockquote><h3>全自动驾驶汽车的前景如何？</h3>这是特斯拉股票大大优于传统汽车股的原因之一：投资者认为它比任何其他公司都更接近提供全自动驾驶汽车（FSD）。</blockquote></p><p> Musk keeps promising advances for versions of FSD in his tweets. And Tesla CFO Zachary Kirkhorn spoke on the last earnings call about the potential for significant revenue from drivers who pay for FSD on a subscription basis.</p><p><blockquote>马斯克在他的推文中不断承诺 FSD 版本的进展。特斯拉首席财务官扎卡里·柯克霍恩 (Zachary Kirkhorn) 在上次财报看涨期权上谈到了以订阅方式支付 FSD 费用的司机带来可观收入的潜力。</blockquote></p><p> But so far FSD has been more promise than reality. Investors will be eager to hear the latest outlook, and for the revenue that Tesla hopes to gain from it.</p><p><blockquote>但到目前为止，FSD 的承诺多于现实。投资者将渴望听到最新的前景，以及特斯拉希望从中获得的收入。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://edition.cnn.com/2021/07/25/business/tesla-earnings-outlook/index.html\">CNN</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://edition.cnn.com/2021/07/25/business/tesla-earnings-outlook/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167843544","content_text":"(CNN)Tesla is the most secretive automaker on the planet, so investors are always eager to pore through its quarterly report and conference call, when they finally can get more than tweet-sized morsels of information.\nThe last two quarterly results have disappointed them. Shares have fallen nearly 30% from their record high set just ahead of its fourth-quarter report in late January, with more than a third of that slide in share price taking place since the company reported first quarter results in April.\nSo whether the best performing stock of 2020 can get back on track will depend greatly on what investors hear Monday evening, when Tesla releases its second quarter results.\nHere are the top issues they'll be looking at:\nHow are things going in China?\nUnlike other automakers, Tesla normally reports only global numbers, and doesn't break down sales by country or market. But if it wants to assure investors, it may need to give details on its sales in China, which is not only the largest market for all auto sales but also the major market with the greatest share of sales going to EVs.\nTesla was hit by widespread reports of safety problems in China, including the recall of almost all cars made at its Shanghai factory and a protest by Tesla owners at the Shanghai auto show in April.\n\"The China growth stories is the top of the list for Tesla,\" said Dan Ives, tech analyst with Wedbush Securities and a Tesla bull. \"This is their key market, we believe 40% of their sales will come from there next year. I think that's the linchpin to the stock going up or down.\"\nAlthough Chinese sales of EVs from other automakers are reportedly growing, Tesla's China sales fell 9.2%, according to stats cited by Gordon Johnson of GLJ Research, an analyst who is one of Tesla's harshest critics.\n\"It seems clear Tesla has a China demand problem,\" he wrote in a recent note. \"Weak second quarter 2021 China domestic sales likely translate into weak second quarter earnings for Tesla.\"\nHow did it make its profits?\nAnalysts surveyed by Refinitiv expect Tesla to report adjusted income of more than $1 billion for the second straight quarter, and net income of about $650 million. Both would be records for the company, and would mark the eighth straight quarterly profit after years of losses.\nBut Tesla critics point out that its net income has never exceeded the money it gets from selling regulatory tax credits to other automakers for whom EV sales are a very small percentage of their overall sales. Those other automakers use the credits they purchase from Tesla to meet environmental standards, thus avoiding large fines.\nTesla got $518 million from those sales in the first quarter, but even Tesla admits it can't count on those sales to continue as other automakers start to sell more of their own EVs. The company's critics say it is proof that Tesla can't make money just from selling cars.\nIf its net income finally does exceed those credits, as the estimates suggest, it will be a significant milestone for the company, Ives said.\n\"That would throw one of the core bear arguments against the stock out the window,\" he said.\nWhat's going on with its bitcoin holdings?\nIn February, Tesla disclosed it used some of its cash on hand to purchase $1.5 billion in bitcoin. In April, it disclosed that it has sold some of those holdings and booked net income of $101 million from its crypto trading — adding to the argument that the company doesn't make money actually selling cars.\nThe bitcoin transactions made some investors nervous, said Ives, especially since the cryptocurrency has lost more than a third of its value since then.\nWhat's going on with supply chain issues?\nThe entire global auto industry is struggling with a computer chip shortage.\nWith other automakers ramping up production of their own EVs, Tesla now has greater competition for the raw materials that make up large EVe batteries, such as lithium.\nIn May, Musk tweeted that Tesla had to raise the price of its cars because of rising raw material costs. The outlook for raw material prices and the supply of parts such as chips and batteries will be a key to investors' expectations about Tesla sales the rest of this year.\nWhat's going on with new plants in Texas and Germany?\nTesla has a track record of getting new plants up and running much faster than traditional automakers.\nIt has a plant under construction near Austin, Texas, which will build the Model Y SUV and eventually the Cybertruck pickup, as well as another near Berlin to serve the European market, where it is losing ground on EV sales to Volkswagen (VLKAF).\nHaving two plants under construction simultaneously is the most ambitious expansion ever for Tesla, and the outlook for when the plants will be up to speed will be a key to investor expectations going forward.\nTesla said in April it expected both plants to have limited production later this year and \"volume production\" in 2022. It did not spell out what that means.\nWhat's the latest on the Cybertruck?\nWith a number of established automakers such as Ford (F) and General Motors (GM) on the verge of selling their own electric pickups, it's important that Tesla get the Cybertruck, its first pickup, into consumers' hands soon. In January, Musk said he was expecting \"volume production\" in 2022.\nThen in March he tweeted \"Update probably in Q2.\" He said the focus now was getting the Texas plant finished, calling that job a \"beast.\" Investors are anxious to get that update.\nWhat are plans to open Tesla's superchargers to other automakers' EVs.\nThis past week, Musk said in a tweet that \"we're making our Supercharger network open to other EVs later this year.\" As is often the case when he makes news via tweet, there were no details to help investors assess the business impact of such a move.\nIt could be significant. \"By 2030, we conservatively estimate Tesla supercharging revenue of $2.9 billion, a figure which does not include any revenue from non-Tesla vehicles,\" wrote Morgan Stanley auto analyst Adam Jonas in a note following the tweet.\nMusk will almost certainly be asked about the plans to open the network to other companies' cars during the conference call.\nWhat's the outlook for full self-driving cars?\nThis is one reason Tesla shares have so greatly outperformed traditional auto stocks: the belief of investors that it is closer to offering full self-driving cars, or FSD, than any other companies.\nMusk keeps promising advances for versions of FSD in his tweets. And Tesla CFO Zachary Kirkhorn spoke on the last earnings call about the potential for significant revenue from drivers who pay for FSD on a subscription basis.\nBut so far FSD has been more promise than reality. Investors will be eager to hear the latest outlook, and for the revenue that Tesla hopes to gain from it.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":538,"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":79,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/800922376"}
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