NG1970
2021-10-08
High will be higer
Tesla Is on a Path to $400 Billion in Sales. Thank GM.<blockquote>特斯拉的销售额有望达到4000亿美元。感谢通用汽车。</blockquote>
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Thank GM.<blockquote>特斯拉的销售额有望达到4000亿美元。感谢通用汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1132313077","media":"Barrons","summary":"Electric vehicles are winning.\nTraditional auto makers are going all in on electric vehicles, spendi","content":"<p> Electric vehicles are winning.</p><p><blockquote>电动汽车正在获胜。</blockquote></p><p> Traditional auto makers are going all in on electric vehicles, spending billions to develop models and build battery plants. They are all, essentially, chasing Tesla (ticker: TSLA).</p><p><blockquote>传统汽车制造商正在全力开发电动汽车,斥资数十亿美元开发车型和建设电池工厂。本质上,他们都在追逐特斯拉(股票代码:TSLA)。</blockquote></p><p> Wednesday,General Motors (GM) outlined plans to double annual sales by 2030. EVs play a huge role. By then GM wants to have leading EV share and sell $90 billion worth of EVs in that year.</p><p><blockquote>周三,通用汽车(GM)概述了到2030年年销量翻一番的计划。电动汽车发挥着巨大的作用。到那时,通用汽车希望拥有领先的电动汽车份额,并在当年销售价值900亿美元的电动汽车。</blockquote></p><p> If GM pulls it off, its stock should soar. But if GM hits its goals, then Tesla should be, frankly, an enormous company by then, too. Here’s the math.</p><p><blockquote>如果通用汽车成功,其股价应该会飙升。但如果通用汽车实现了它的目标,那么坦率地说,特斯拉到那时也应该是一家巨大的公司。这是数学。</blockquote></p><p> GM believes that 40% to 50% of U.S. new car sales in 2030 will be all electric. That will amount to, perhaps, 10 million EVs sold. With normal inflation, that will work out to about $500 billion in U.S. EV sales.</p><p><blockquote>通用认为,2030年美国新车销量的40%至50%将是全电动汽车。这可能相当于售出1000万辆电动汽车。在正常通货膨胀的情况下,美国电动汽车销售额将达到约5000亿美元。</blockquote></p><p> Total U.S car sales in 2030 might amount to $900 billion. U.S. car sales topped $460 billion in pre-pandemic 2019. The average annual growth rate implied by that forecast is about 6%. That seems sensible. The average car price rises about 4% a year, and car volumes rise as the country grows–there are more drivers. Still, all of these numbers are only approximations.</p><p><blockquote>2030年美国汽车总销售额可能达到9000亿美元。2019年疫情爆发前,美国汽车销售额突破4600亿美元。该预测隐含的平均年增长率约为6%。这似乎是明智的。平均汽车价格每年上涨约4%,汽车数量随着国家的发展而增加——司机越来越多。尽管如此,所有这些数字都只是近似值。</blockquote></p><p> So GM plans to have about 18% of U.S. EV market share by the end of the decade. Tesla has more than 60% U.S. market share now. If Tesla manages to keep its market share lead it can generate, perhaps, $100 billion in U.S. sales from selling roughly 2 million units.</p><p><blockquote>因此,通用汽车计划到本世纪末占据美国电动汽车市场约18%的份额。特斯拉目前拥有超过60%的美国市场份额。如果特斯拉设法保持其市场份额领先地位,它可能可以通过销售约200万辆在美国产生1000亿美元的销售额。</blockquote></p><p> Tesla, however, generates more of its sales overseas. Europe and China have been faster to adopt EVs. If Tesla is generating $100 billion in U.S. sales, total EV sales should top $250 billion.</p><p><blockquote>然而,特斯拉的更多销售额来自海外。欧洲和中国采用电动汽车的速度更快。如果特斯拉在美国的销售额达到1000亿美元,那么电动汽车总销售额应该会超过2500亿美元。</blockquote></p><p> There is one other factor to consider with an auto company: size.</p><p><blockquote>汽车公司还有一个需要考虑的因素:规模。</blockquote></p><p> The GM strategy to double sales relies on GM transforming itself into a platform company with multiple lines of revenue. That’s also a little like Tesla. Elon Musk’s company sells insurance, software subscriptions for self driving car features, stationary power for residential consumers and utilities as well as solar roofs, not to mention Tesla owns a charging station network.</p><p><blockquote>通用汽车销量翻倍的战略依赖于通用汽车将自己转变为一家拥有多条收入线的平台公司。这也有点像特斯拉。Elon Musk的公司销售保险、自动驾驶汽车功能的软件订阅、住宅消费者和公用事业公司的固定电源以及太阳能屋顶,更不用说特斯拉拥有充电站网络。</blockquote></p><p> GM wants to generate roughly $80 billion or $90 billion from its new, ancillary businesses, including insurance and self driving cars among others. That amounts to about 30% of the company’s 2030 annual goal. Tesla does a little more than GM, so if Tesla’s income statement looks similar, in terms of revenue mix, Tesla might be generating 40% of its sales from other lines and generating roughly $400 billion to $420 billion in sales.</p><p><blockquote>通用汽车希望从其新的辅助业务中获得大约800亿或900亿美元的收入,包括保险和自动驾驶汽车等。这相当于该公司2030年年度目标的30%左右。特斯拉做的比通用汽车多一点,因此,如果特斯拉的损益表看起来相似,就收入组合而言,特斯拉40%的销售额可能来自其他产品线,销售额约为4000亿至4200亿美元。</blockquote></p><p> Tesla is expected to generate roughly $50 billion in sales in 2021. If that math is close, Tesla’s average annual sales growth will amount to about 26% a year between now and then.</p><p><blockquote>特斯拉预计2021年销售额约为500亿美元。如果这个数字接近,从现在到那时,特斯拉的平均年销售额增长率将达到26%左右。</blockquote></p><p> Not bad.</p><p><blockquote>还不错。</blockquote></p><p> The farthest Wall Street goes out for Tesla sales estimates is about 2026. In that year analysts project about $140 billion in sales. That’s a growth rate, between 2021 and 2026, of about 23% a year. That’s probably a little low, however.</p><p><blockquote>华尔街对特斯拉销量的最远预测是2026年左右。分析师预计那一年的销售额约为1400亿美元。2021年至2026年间,年增长率约为23%。然而,这可能有点低。</blockquote></p><p> Longer-term estimates for analysts aren’t very reliable. What’s more, not everyone publishes long-term forecasts. The number of analysts projecting long-term revenue is less than the total number of analysts covering the stock. Analysts, for the most part, put most of their energy on sales estimates one or two years out, even when they expect growth to last far in the future.</p><p><blockquote>分析师的长期估计不太可靠。更重要的是,并不是每个人都发布长期预测。预测长期收入的分析师数量少于研究该股票的分析师总数。在大多数情况下,分析师将大部分精力放在一两年后的销售预测上,即使他们预计增长将在未来持续很长时间。</blockquote></p><p> Looking ahead, what investors need to ask is if GM’s vision of the future is correct, what does it mean for all auto stocks.</p><p><blockquote>展望未来,投资者需要问的是,如果通用汽车对未来的愿景是正确的,这对所有汽车股意味着什么。</blockquote></p><p> GM, of course, isn’t valued like a growth stock. It trades for less than 8 times estimated 2022 earnings. Tesla trades for about 100 times that amount.</p><p><blockquote>当然,通用汽车的估值不像成长型股票。其市盈率不到2022年预计市盈率的8倍。特斯拉的交易价格约为该金额的100倍。</blockquote></p><p> Given that valuation discrepancy, investors aren’t sure what to make of GM’s vision yet.</p><p><blockquote>鉴于这种估值差异,投资者还不确定如何理解通用汽车的愿景。</blockquote></p><p> GM stock rose 4.7% on Thursday. The S&P 500 and Dow Jones Industrial Average rose 0.8% and 1%, respectively. Tesla shares have added 1.4%.</p><p><blockquote>通用汽车股价周四上涨4.7%。标准普尔500指数和道琼斯工业平均指数分别上涨0.8%和1%。特斯拉股价上涨1.4%。</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 Is on a Path to $400 Billion in Sales. Thank GM.<blockquote>特斯拉的销售额有望达到4000亿美元。感谢通用汽车。</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 Is on a Path to $400 Billion in Sales. Thank GM.<blockquote>特斯拉的销售额有望达到4000亿美元。感谢通用汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-10-08 10:22</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Electric vehicles are winning.</p><p><blockquote>电动汽车正在获胜。</blockquote></p><p> Traditional auto makers are going all in on electric vehicles, spending billions to develop models and build battery plants. They are all, essentially, chasing Tesla (ticker: TSLA).</p><p><blockquote>传统汽车制造商正在全力开发电动汽车,斥资数十亿美元开发车型和建设电池工厂。本质上,他们都在追逐特斯拉(股票代码:TSLA)。</blockquote></p><p> Wednesday,General Motors (GM) outlined plans to double annual sales by 2030. EVs play a huge role. By then GM wants to have leading EV share and sell $90 billion worth of EVs in that year.</p><p><blockquote>周三,通用汽车(GM)概述了到2030年年销量翻一番的计划。电动汽车发挥着巨大的作用。到那时,通用汽车希望拥有领先的电动汽车份额,并在当年销售价值900亿美元的电动汽车。</blockquote></p><p> If GM pulls it off, its stock should soar. But if GM hits its goals, then Tesla should be, frankly, an enormous company by then, too. Here’s the math.</p><p><blockquote>如果通用汽车成功,其股价应该会飙升。但如果通用汽车实现了它的目标,那么坦率地说,特斯拉到那时也应该是一家巨大的公司。这是数学。</blockquote></p><p> GM believes that 40% to 50% of U.S. new car sales in 2030 will be all electric. That will amount to, perhaps, 10 million EVs sold. With normal inflation, that will work out to about $500 billion in U.S. EV sales.</p><p><blockquote>通用认为,2030年美国新车销量的40%至50%将是全电动汽车。这可能相当于售出1000万辆电动汽车。在正常通货膨胀的情况下,美国电动汽车销售额将达到约5000亿美元。</blockquote></p><p> Total U.S car sales in 2030 might amount to $900 billion. U.S. car sales topped $460 billion in pre-pandemic 2019. The average annual growth rate implied by that forecast is about 6%. That seems sensible. The average car price rises about 4% a year, and car volumes rise as the country grows–there are more drivers. Still, all of these numbers are only approximations.</p><p><blockquote>2030年美国汽车总销售额可能达到9000亿美元。2019年疫情爆发前,美国汽车销售额突破4600亿美元。该预测隐含的平均年增长率约为6%。这似乎是明智的。平均汽车价格每年上涨约4%,汽车数量随着国家的发展而增加——司机越来越多。尽管如此,所有这些数字都只是近似值。</blockquote></p><p> So GM plans to have about 18% of U.S. EV market share by the end of the decade. Tesla has more than 60% U.S. market share now. If Tesla manages to keep its market share lead it can generate, perhaps, $100 billion in U.S. sales from selling roughly 2 million units.</p><p><blockquote>因此,通用汽车计划到本世纪末占据美国电动汽车市场约18%的份额。特斯拉目前拥有超过60%的美国市场份额。如果特斯拉设法保持其市场份额领先地位,它可能可以通过销售约200万辆在美国产生1000亿美元的销售额。</blockquote></p><p> Tesla, however, generates more of its sales overseas. Europe and China have been faster to adopt EVs. If Tesla is generating $100 billion in U.S. sales, total EV sales should top $250 billion.</p><p><blockquote>然而,特斯拉的更多销售额来自海外。欧洲和中国采用电动汽车的速度更快。如果特斯拉在美国的销售额达到1000亿美元,那么电动汽车总销售额应该会超过2500亿美元。</blockquote></p><p> There is one other factor to consider with an auto company: size.</p><p><blockquote>汽车公司还有一个需要考虑的因素:规模。</blockquote></p><p> The GM strategy to double sales relies on GM transforming itself into a platform company with multiple lines of revenue. That’s also a little like Tesla. Elon Musk’s company sells insurance, software subscriptions for self driving car features, stationary power for residential consumers and utilities as well as solar roofs, not to mention Tesla owns a charging station network.</p><p><blockquote>通用汽车销量翻倍的战略依赖于通用汽车将自己转变为一家拥有多条收入线的平台公司。这也有点像特斯拉。Elon Musk的公司销售保险、自动驾驶汽车功能的软件订阅、住宅消费者和公用事业公司的固定电源以及太阳能屋顶,更不用说特斯拉拥有充电站网络。</blockquote></p><p> GM wants to generate roughly $80 billion or $90 billion from its new, ancillary businesses, including insurance and self driving cars among others. That amounts to about 30% of the company’s 2030 annual goal. Tesla does a little more than GM, so if Tesla’s income statement looks similar, in terms of revenue mix, Tesla might be generating 40% of its sales from other lines and generating roughly $400 billion to $420 billion in sales.</p><p><blockquote>通用汽车希望从其新的辅助业务中获得大约800亿或900亿美元的收入,包括保险和自动驾驶汽车等。这相当于该公司2030年年度目标的30%左右。特斯拉做的比通用汽车多一点,因此,如果特斯拉的损益表看起来相似,就收入组合而言,特斯拉40%的销售额可能来自其他产品线,销售额约为4000亿至4200亿美元。</blockquote></p><p> Tesla is expected to generate roughly $50 billion in sales in 2021. If that math is close, Tesla’s average annual sales growth will amount to about 26% a year between now and then.</p><p><blockquote>特斯拉预计2021年销售额约为500亿美元。如果这个数字接近,从现在到那时,特斯拉的平均年销售额增长率将达到26%左右。</blockquote></p><p> Not bad.</p><p><blockquote>还不错。</blockquote></p><p> The farthest Wall Street goes out for Tesla sales estimates is about 2026. In that year analysts project about $140 billion in sales. That’s a growth rate, between 2021 and 2026, of about 23% a year. That’s probably a little low, however.</p><p><blockquote>华尔街对特斯拉销量的最远预测是2026年左右。分析师预计那一年的销售额约为1400亿美元。2021年至2026年间,年增长率约为23%。然而,这可能有点低。</blockquote></p><p> Longer-term estimates for analysts aren’t very reliable. What’s more, not everyone publishes long-term forecasts. The number of analysts projecting long-term revenue is less than the total number of analysts covering the stock. Analysts, for the most part, put most of their energy on sales estimates one or two years out, even when they expect growth to last far in the future.</p><p><blockquote>分析师的长期估计不太可靠。更重要的是,并不是每个人都发布长期预测。预测长期收入的分析师数量少于研究该股票的分析师总数。在大多数情况下,分析师将大部分精力放在一两年后的销售预测上,即使他们预计增长将在未来持续很长时间。</blockquote></p><p> Looking ahead, what investors need to ask is if GM’s vision of the future is correct, what does it mean for all auto stocks.</p><p><blockquote>展望未来,投资者需要问的是,如果通用汽车对未来的愿景是正确的,这对所有汽车股意味着什么。</blockquote></p><p> GM, of course, isn’t valued like a growth stock. It trades for less than 8 times estimated 2022 earnings. Tesla trades for about 100 times that amount.</p><p><blockquote>当然,通用汽车的估值不像成长型股票。其市盈率不到2022年预计市盈率的8倍。特斯拉的交易价格约为该金额的100倍。</blockquote></p><p> Given that valuation discrepancy, investors aren’t sure what to make of GM’s vision yet.</p><p><blockquote>鉴于这种估值差异,投资者还不确定如何理解通用汽车的愿景。</blockquote></p><p> GM stock rose 4.7% on Thursday. The S&P 500 and Dow Jones Industrial Average rose 0.8% and 1%, respectively. Tesla shares have added 1.4%.</p><p><blockquote>通用汽车股价周四上涨4.7%。标准普尔500指数和道琼斯工业平均指数分别上涨0.8%和1%。特斯拉股价上涨1.4%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-price-sales-general-motors-51633623910?mod=hp_LATEST\">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-price-sales-general-motors-51633623910?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132313077","content_text":"Electric vehicles are winning.\nTraditional auto makers are going all in on electric vehicles, spending billions to develop models and build battery plants. They are all, essentially, chasing Tesla (ticker: TSLA).\nWednesday,General Motors (GM) outlined plans to double annual sales by 2030. EVs play a huge role. By then GM wants to have leading EV share and sell $90 billion worth of EVs in that year.\nIf GM pulls it off, its stock should soar. But if GM hits its goals, then Tesla should be, frankly, an enormous company by then, too. Here’s the math.\nGM believes that 40% to 50% of U.S. new car sales in 2030 will be all electric. That will amount to, perhaps, 10 million EVs sold. With normal inflation, that will work out to about $500 billion in U.S. EV sales.\nTotal U.S car sales in 2030 might amount to $900 billion. U.S. car sales topped $460 billion in pre-pandemic 2019. The average annual growth rate implied by that forecast is about 6%. That seems sensible. The average car price rises about 4% a year, and car volumes rise as the country grows–there are more drivers. Still, all of these numbers are only approximations.\nSo GM plans to have about 18% of U.S. EV market share by the end of the decade. Tesla has more than 60% U.S. market share now. If Tesla manages to keep its market share lead it can generate, perhaps, $100 billion in U.S. sales from selling roughly 2 million units.\nTesla, however, generates more of its sales overseas. Europe and China have been faster to adopt EVs. If Tesla is generating $100 billion in U.S. sales, total EV sales should top $250 billion.\nThere is one other factor to consider with an auto company: size.\nThe GM strategy to double sales relies on GM transforming itself into a platform company with multiple lines of revenue. That’s also a little like Tesla. Elon Musk’s company sells insurance, software subscriptions for self driving car features, stationary power for residential consumers and utilities as well as solar roofs, not to mention Tesla owns a charging station network.\nGM wants to generate roughly $80 billion or $90 billion from its new, ancillary businesses, including insurance and self driving cars among others. That amounts to about 30% of the company’s 2030 annual goal. Tesla does a little more than GM, so if Tesla’s income statement looks similar, in terms of revenue mix, Tesla might be generating 40% of its sales from other lines and generating roughly $400 billion to $420 billion in sales.\nTesla is expected to generate roughly $50 billion in sales in 2021. If that math is close, Tesla’s average annual sales growth will amount to about 26% a year between now and then.\nNot bad.\nThe farthest Wall Street goes out for Tesla sales estimates is about 2026. In that year analysts project about $140 billion in sales. That’s a growth rate, between 2021 and 2026, of about 23% a year. That’s probably a little low, however.\nLonger-term estimates for analysts aren’t very reliable. What’s more, not everyone publishes long-term forecasts. The number of analysts projecting long-term revenue is less than the total number of analysts covering the stock. Analysts, for the most part, put most of their energy on sales estimates one or two years out, even when they expect growth to last far in the future.\nLooking ahead, what investors need to ask is if GM’s vision of the future is correct, what does it mean for all auto stocks.\nGM, of course, isn’t valued like a growth stock. It trades for less than 8 times estimated 2022 earnings. Tesla trades for about 100 times that amount.\nGiven that valuation discrepancy, investors aren’t sure what to make of GM’s vision yet.\nGM stock rose 4.7% on Thursday. The S&P 500 and Dow Jones Industrial Average rose 0.8% and 1%, respectively. Tesla shares have added 1.4%.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":607,"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":15,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/823735793"}
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