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5 Trillion Reasons To Be Bullish On Tesla<blockquote>5万亿个理由看好特斯拉</blockquote>

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(NASDAQ:TSLA), has cemented its credentia","content":"In the latest EV sector report, the EV kingpin, Tesla Inc. (NASDAQ:TSLA), has cemented its credentials as one of the few electric vehicle manufacturers ready to challenge the ICE hegemony.<blockquote>在最新的电动汽车行业报告中，电动汽车巨头，特斯拉公司。（纳斯达克：TSLA）巩固了其作为少数准备挑战ICE霸权的电动汽车制造商之一的信誉。</blockquote> According to a report by the Korea Automotive Technology Institute (KAII), global EV sales have exceeded 3 million units in the first three quarters of 2021, a run rate that puts it on course to break 4 million units a year for the first time ever.<blockquote>根据韩国汽车技术研究所（KAII）的一份报告，2021年前三季度全球电动汽车销量已超过300万辆，这一运行速度使其有望首次突破每年400万辆。</blockquote> BloombergNEF is even more optimistic and expects global sales of electric passenger vehicles this year to clock in at 5.6 million units, good for an impressive 8% of new vehicle sales.<blockquote>彭博新能源财经更为乐观，预计今年全球电动乘用车销量将达到560万辆，占新车销量的8%，令人印象深刻。</blockquote> Wedbush Securities forecasts that Tesla alone could grab up to 50% of the $5-trillion EV market in the coming years, with the rest of the manufacturers fighting over the remaining scraps.<blockquote>Wedbush Securities预测，未来几年，仅特斯拉就可能占据价值5万亿美元的电动汽车市场的50%，其余制造商将争夺剩余的废料。</blockquote> With that in mind, Wedbush analyst Daniel Ives maintains his \"Outperform\" rating, raising his price target on Tesla from $1,100 to $1,400 per share. But Ives \"bull case\" is $1,800.<blockquote>考虑到这一点，Wedbush分析师Daniel Ives维持“跑赢大盘”评级，将特斯拉的目标价从每股1100美元上调至1400美元。但艾夫斯的“牛市”是1800美元。</blockquote> While Tesla has been busy trying to corner the Chinese market--quite successfully--Wedbush estimates that from 2022 onwards, China will be worth $400 per share for Tesla.<blockquote>虽然特斯拉一直忙于试图垄断中国市场——而且相当成功——但韦德布什估计，从2022年起，中国对特斯拉的价值将达到每股400美元。</blockquote> On a company basis, Tesla remains the most popular model after moving 625,624 units in the third quarter, 51% more than second-placed China's SAIC Motor, which sold 413,037 units; Volkswagen 287,852 units; and China's BYD Corp. (NYSE:BYD) with 189,751 units.<blockquote>从公司来看，特斯拉仍然是最受欢迎的车型，第三季度销量为625,624辆，比排名第二的中国汽车高出51%上汽集团、售出413,037辆；大众287852辆；而中国的比亚迪公司。（纽约证券交易所股票代码：BYD）拥有189,751辆。</blockquote> Tesla has definitely established a strong head start on the competition in the EV market that ICE incumbents as well as newer pure-play EV upstarts will have a hard time catching up to.<blockquote>特斯拉无疑在电动汽车市场的竞争中建立了强大的领先地位，ICE现有企业以及较新的纯电动汽车新贵将很难赶上。</blockquote> Keep an Eye on China<blockquote>密切关注中国</blockquote> Tesla stock rallied further Monday after Musk tweeted about the launch of the Model S Plaid in China for mid-2022.<blockquote>在马斯克发推文称将于2022年中期在华推出Model S Plaid后，特斯拉股价周一进一步上涨。</blockquote> \"Model S Plaid is sickkkk!!!!\" Musk has tweeted.\"<blockquote>“Model S格子太恶心了！！！！“马斯克发了推特。”</blockquote> The $131,100 Model S Plaid features 1,020 horsepower, a 17-inch touchscreen, a steering yoke and has an estimated EPA-rated range of up to 390 miles.<blockquote>售价131,100美元的Model S Plaid配备1,020马力、17英寸触摸屏、转向轭，预计EPA额定续航里程可达390英里。</blockquote> China is the world's largest car market, and it's the key here, with Ives calling it the \"linchpin to the overall bull thesis on Tesla\".<blockquote>中国是世界上最大的汽车市场，中国是这里的关键，Ives称中国是“特斯拉整体牛市论点的关键”。</blockquote> For Q3, Tesla's China sales were almost half the volume of its U.S. sales … and climbing.<blockquote>第三季度，特斯拉在华销量几乎是美国销量的一半……而且还在攀升。</blockquote> Tesla reported $3.11 billion in EV sales in China for Q3--a figure that represents 48.5% of its $6.41 billion in U.S. sales for the same time period. It's also more than a 41% increase over China sales a year ago.<blockquote>特斯拉公布第三季度在华电动汽车销售额为31.1亿美元，占同期美国64.1亿美元销售额的48.5%。这也比一年前在中国的销售额增长了41%以上。</blockquote> In January 2020, Tesla delivered its first locally manufactured EVs in China. This year, Tesla started delivering its second model to the Chinese straight from its gigafactory in Shanghai. The Model 3 and Model Y are now the top three EVs in terms of sales in China.<blockquote>2020年1月，特斯拉在中国交付了第一辆本地制造的电动汽车。今年，特斯拉开始直接从其位于上海的超级工厂向中国人交付第二款车型。Model 3和Model Y目前是中国销量排名前三的电动汽车。</blockquote> And now it's offering loans in China to spur more sales. Tesla's financial products even include some with zero down payments.<blockquote>现在它在中国提供贷款以刺激更多销售。特斯拉的理财产品甚至包括一些零首付的。</blockquote> Profitability and Catalysts for 2022<blockquote>2022年盈利能力和催化剂</blockquote> For every quarter of 2021 so far, Tesla has managed to increase its profit margin, largely because of reduced costs and higher sales.<blockquote>到目前为止，2021年每个季度，特斯拉都设法提高了利润率，这主要是因为成本降低和销售额增加。</blockquote> That momentum is expected to continue next year, with intensifying production, demand that is clearly on track to increase and new factories coming on line.<blockquote>随着生产的加强、需求显然有望增加以及新工厂的投产，这种势头预计明年将继续下去。</blockquote> If we see any improvement in supply chains for raw materials next year, Tesla will benefit further.<blockquote>如果明年原材料供应链有所改善，特斯拉将进一步受益。</blockquote> On Monday, Tesla filed for approval for the first phase of its planned \"Gigafactory Texas\" in Austin to produce the Model Y.<blockquote>周一，特斯拉申请批准其计划在奥斯丁建设的“德克萨斯超级工厂”的第一阶段，以生产Model Y。</blockquote> Tesla will invest $1 billion in the Texas gigafactory, and construction is expected to be completed by the end of this year already. The complex would contain five separate facilities.<blockquote>特斯拉将向德克萨斯超级工厂投资10亿美元，预计最早将于今年年底完成建设。该综合体将包含五个独立的设施。</blockquote> It's also building \"Gigafactory Berlin\" in Germany, which has met with some delays in the environmental approval process.<blockquote>它还在德国建设“柏林超级工厂”，但在环境审批过程中遇到了一些延误。</blockquote> Even without these catalysts, Tesla is blowing everyone else away.<blockquote>即使没有这些催化剂，特斯拉也让其他人大吃一惊。</blockquote> In terms of volume, the Financial Times suggests that VW is the only carmaker that stands a chance of overtaking Tesla's volume by 2024.<blockquote>就销量而言，英国《金融时报》表示，大众是唯一一家有机会到2024年超越特斯拉的汽车制造商。</blockquote> While all other major automakers are on track to significantly scale up their EV offerings, Bernstein, IHS and EV-Volumes.com say they won't come close to Tesla.<blockquote>虽然所有其他主要汽车制造商都有望大幅扩大其电动汽车产品规模，但Bernstein、IHS和EV-Volumes.com表示，他们不会接近特斯拉。</blockquote> Is Apple Really a Threat to Tesla?<blockquote>苹果真的对特斯拉构成威胁吗？</blockquote> The threat to Tesla from giant smartphone maker Apple Inc. (NASDAQ:AAPL), which has reportedly stepped up its efforts to create an autonomous car thanks to a recent chip breakthrough, is impressive but still in the fairly distant future.<blockquote>智能手机巨头对特斯拉的威胁苹果公司。（纳斯达克：AAPL）据报道，由于最近的芯片突破，该公司加大了制造自动驾驶汽车的力度，令人印象深刻，但仍处于相当遥远的未来。</blockquote> Apple has set a goal to produce a fully self-driving car by 2025 though it's yet to announce a production partner anytime soon for the self-driving car project.<blockquote>苹果设定了到2025年生产全自动驾驶汽车的目标，但尚未很快宣布自动驾驶汽车项目的生产合作伙伴。</blockquote> Nothing has delivered us a more impressive wealth generation story in the past couple of years like Tesla. It's certainly with that in mind that Apple--which has gone back and forth over the Apple Car--appears to have turned things up a notch in the autonomous-driving arena.<blockquote>在过去的几年里，没有什么比特斯拉给我们带来了更令人印象深刻的财富创造故事了。当然，正是考虑到这一点，在苹果汽车问题上来来回回的苹果似乎在自动驾驶领域更上一层楼。</blockquote> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jona thinks the interest in Apple entering the electric shared-autonomy space in transportation has been accelerated by the soaring valuation of Tesla and other EV stocks in a validation of the wealth creation potential.<blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Adam Jona认为，特斯拉和其他电动汽车股票估值飙升，加速了人们对苹果进入交通领域电动共享自主领域的兴趣，从而验证了其创造财富的潜力。</blockquote> However, Jonas and team do not think Apple will bring a car to the market in the traditional sense.<blockquote>然而，Jonas和团队并不认为苹果会将传统意义上的汽车推向市场。</blockquote> \"We believe a car without steering wheel or pedals must be a 'shared service' and not an 'owned car,' To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility.\"<blockquote>“我们认为，没有方向盘或踏板的汽车必须是‘共享服务’，而不是‘自有汽车’，需要明确的是，我们不认为消费者会拥有全自动驾驶汽车的所有权……但会参与该服务作为订阅或运输工具.\"</blockquote> Jonas and team also think Apple's autonomous car story will play out slowly.<blockquote>Jonas和团队还认为苹果的自动驾驶汽车故事会慢慢上演。</blockquote> Likewise, Morgan Stanley doesn't view Apple's potential entry into the autonomous-mobility market as a major threat to Tesla.<blockquote>同样，摩根士丹利并不认为苹果进入自动驾驶汽车市场的可能性是对特斯拉的重大威胁。</blockquote> For now, we think nothing holds a candle to Tesla in the EV space.<blockquote>目前，我们认为在电动汽车领域没有什么能与特斯拉相提并论。</blockquote>","source":"lsy1606109400967","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>5 Trillion Reasons To Be Bullish On Tesla<blockquote>5万亿个理由看好特斯拉</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\">\n5 Trillion Reasons To Be Bullish On Tesla<blockquote>5万亿个理由看好特斯拉</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nOilprice2021-11-26 14:49\n\n</h4>\n</header>\n<article>\nIn the latest EV sector report, the EV kingpin, Tesla Inc. (NASDAQ:TSLA), has cemented its credentials as one of the few electric vehicle manufacturers ready to challenge the ICE hegemony.<blockquote>在最新的电动汽车行业报告中，电动汽车巨头，特斯拉公司。（纳斯达克：TSLA）巩固了其作为少数准备挑战ICE霸权的电动汽车制造商之一的信誉。</blockquote> According to a report by the Korea Automotive Technology Institute (KAII), global EV sales have exceeded 3 million units in the first three quarters of 2021, a run rate that puts it on course to break 4 million units a year for the first time ever.<blockquote>根据韩国汽车技术研究所（KAII）的一份报告，2021年前三季度全球电动汽车销量已超过300万辆，这一运行速度使其有望首次突破每年400万辆。</blockquote> BloombergNEF is even more optimistic and expects global sales of electric passenger vehicles this year to clock in at 5.6 million units, good for an impressive 8% of new vehicle sales.<blockquote>彭博新能源财经更为乐观，预计今年全球电动乘用车销量将达到560万辆，占新车销量的8%，令人印象深刻。</blockquote> Wedbush Securities forecasts that Tesla alone could grab up to 50% of the $5-trillion EV market in the coming years, with the rest of the manufacturers fighting over the remaining scraps.<blockquote>Wedbush Securities预测，未来几年，仅特斯拉就可能占据价值5万亿美元的电动汽车市场的50%，其余制造商将争夺剩余的废料。</blockquote> With that in mind, Wedbush analyst Daniel Ives maintains his \"Outperform\" rating, raising his price target on Tesla from $1,100 to $1,400 per share. But Ives \"bull case\" is $1,800.<blockquote>考虑到这一点，Wedbush分析师Daniel Ives维持“跑赢大盘”评级，将特斯拉的目标价从每股1100美元上调至1400美元。但艾夫斯的“牛市”是1800美元。</blockquote> While Tesla has been busy trying to corner the Chinese market--quite successfully--Wedbush estimates that from 2022 onwards, China will be worth $400 per share for Tesla.<blockquote>虽然特斯拉一直忙于试图垄断中国市场——而且相当成功——但韦德布什估计，从2022年起，中国对特斯拉的价值将达到每股400美元。</blockquote> On a company basis, Tesla remains the most popular model after moving 625,624 units in the third quarter, 51% more than second-placed China's SAIC Motor, which sold 413,037 units; Volkswagen 287,852 units; and China's BYD Corp. (NYSE:BYD) with 189,751 units.<blockquote>从公司来看，特斯拉仍然是最受欢迎的车型，第三季度销量为625,624辆，比排名第二的中国汽车高出51%上汽集团、售出413,037辆；大众287852辆；而中国的比亚迪公司。（纽约证券交易所股票代码：BYD）拥有189,751辆。</blockquote> Tesla has definitely established a strong head start on the competition in the EV market that ICE incumbents as well as newer pure-play EV upstarts will have a hard time catching up to.<blockquote>特斯拉无疑在电动汽车市场的竞争中建立了强大的领先地位，ICE现有企业以及较新的纯电动汽车新贵将很难赶上。</blockquote> Keep an Eye on China<blockquote>密切关注中国</blockquote> Tesla stock rallied further Monday after Musk tweeted about the launch of the Model S Plaid in China for mid-2022.<blockquote>在马斯克发推文称将于2022年中期在华推出Model S Plaid后，特斯拉股价周一进一步上涨。</blockquote> \"Model S Plaid is sickkkk!!!!\" Musk has tweeted.\"<blockquote>“Model S格子太恶心了！！！！“马斯克发了推特。”</blockquote> The $131,100 Model S Plaid features 1,020 horsepower, a 17-inch touchscreen, a steering yoke and has an estimated EPA-rated range of up to 390 miles.<blockquote>售价131,100美元的Model S Plaid配备1,020马力、17英寸触摸屏、转向轭，预计EPA额定续航里程可达390英里。</blockquote> China is the world's largest car market, and it's the key here, with Ives calling it the \"linchpin to the overall bull thesis on Tesla\".<blockquote>中国是世界上最大的汽车市场，中国是这里的关键，Ives称中国是“特斯拉整体牛市论点的关键”。</blockquote> For Q3, Tesla's China sales were almost half the volume of its U.S. sales … and climbing.<blockquote>第三季度，特斯拉在华销量几乎是美国销量的一半……而且还在攀升。</blockquote> Tesla reported $3.11 billion in EV sales in China for Q3--a figure that represents 48.5% of its $6.41 billion in U.S. sales for the same time period. It's also more than a 41% increase over China sales a year ago.<blockquote>特斯拉公布第三季度在华电动汽车销售额为31.1亿美元，占同期美国64.1亿美元销售额的48.5%。这也比一年前在中国的销售额增长了41%以上。</blockquote> In January 2020, Tesla delivered its first locally manufactured EVs in China. This year, Tesla started delivering its second model to the Chinese straight from its gigafactory in Shanghai. The Model 3 and Model Y are now the top three EVs in terms of sales in China.<blockquote>2020年1月，特斯拉在中国交付了第一辆本地制造的电动汽车。今年，特斯拉开始直接从其位于上海的超级工厂向中国人交付第二款车型。Model 3和Model Y目前是中国销量排名前三的电动汽车。</blockquote> And now it's offering loans in China to spur more sales. Tesla's financial products even include some with zero down payments.<blockquote>现在它在中国提供贷款以刺激更多销售。特斯拉的理财产品甚至包括一些零首付的。</blockquote> Profitability and Catalysts for 2022<blockquote>2022年盈利能力和催化剂</blockquote> For every quarter of 2021 so far, Tesla has managed to increase its profit margin, largely because of reduced costs and higher sales.<blockquote>到目前为止，2021年每个季度，特斯拉都设法提高了利润率，这主要是因为成本降低和销售额增加。</blockquote> That momentum is expected to continue next year, with intensifying production, demand that is clearly on track to increase and new factories coming on line.<blockquote>随着生产的加强、需求显然有望增加以及新工厂的投产，这种势头预计明年将继续下去。</blockquote> If we see any improvement in supply chains for raw materials next year, Tesla will benefit further.<blockquote>如果明年原材料供应链有所改善，特斯拉将进一步受益。</blockquote> On Monday, Tesla filed for approval for the first phase of its planned \"Gigafactory Texas\" in Austin to produce the Model Y.<blockquote>周一，特斯拉申请批准其计划在奥斯丁建设的“德克萨斯超级工厂”的第一阶段，以生产Model Y。</blockquote> Tesla will invest $1 billion in the Texas gigafactory, and construction is expected to be completed by the end of this year already. The complex would contain five separate facilities.<blockquote>特斯拉将向德克萨斯超级工厂投资10亿美元，预计最早将于今年年底完成建设。该综合体将包含五个独立的设施。</blockquote> It's also building \"Gigafactory Berlin\" in Germany, which has met with some delays in the environmental approval process.<blockquote>它还在德国建设“柏林超级工厂”，但在环境审批过程中遇到了一些延误。</blockquote> Even without these catalysts, Tesla is blowing everyone else away.<blockquote>即使没有这些催化剂，特斯拉也让其他人大吃一惊。</blockquote> In terms of volume, the Financial Times suggests that VW is the only carmaker that stands a chance of overtaking Tesla's volume by 2024.<blockquote>就销量而言，英国《金融时报》表示，大众是唯一一家有机会到2024年超越特斯拉的汽车制造商。</blockquote> While all other major automakers are on track to significantly scale up their EV offerings, Bernstein, IHS and EV-Volumes.com say they won't come close to Tesla.<blockquote>虽然所有其他主要汽车制造商都有望大幅扩大其电动汽车产品规模，但Bernstein、IHS和EV-Volumes.com表示，他们不会接近特斯拉。</blockquote> Is Apple Really a Threat to Tesla?<blockquote>苹果真的对特斯拉构成威胁吗？</blockquote> The threat to Tesla from giant smartphone maker Apple Inc. (NASDAQ:AAPL), which has reportedly stepped up its efforts to create an autonomous car thanks to a recent chip breakthrough, is impressive but still in the fairly distant future.<blockquote>智能手机巨头对特斯拉的威胁苹果公司。（纳斯达克：AAPL）据报道，由于最近的芯片突破，该公司加大了制造自动驾驶汽车的力度，令人印象深刻，但仍处于相当遥远的未来。</blockquote> Apple has set a goal to produce a fully self-driving car by 2025 though it's yet to announce a production partner anytime soon for the self-driving car project.<blockquote>苹果设定了到2025年生产全自动驾驶汽车的目标，但尚未很快宣布自动驾驶汽车项目的生产合作伙伴。</blockquote> Nothing has delivered us a more impressive wealth generation story in the past couple of years like Tesla. It's certainly with that in mind that Apple--which has gone back and forth over the Apple Car--appears to have turned things up a notch in the autonomous-driving arena.<blockquote>在过去的几年里，没有什么比特斯拉给我们带来了更令人印象深刻的财富创造故事了。当然，正是考虑到这一点，在苹果汽车问题上来来回回的苹果似乎在自动驾驶领域更上一层楼。</blockquote> <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Adam Jona thinks the interest in Apple entering the electric shared-autonomy space in transportation has been accelerated by the soaring valuation of Tesla and other EV stocks in a validation of the wealth creation potential.<blockquote><a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Adam Jona认为，特斯拉和其他电动汽车股票估值飙升，加速了人们对苹果进入交通领域电动共享自主领域的兴趣，从而验证了其创造财富的潜力。</blockquote> However, Jonas and team do not think Apple will bring a car to the market in the traditional sense.<blockquote>然而，Jonas和团队并不认为苹果会将传统意义上的汽车推向市场。</blockquote> \"We believe a car without steering wheel or pedals must be a 'shared service' and not an 'owned car,' To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility.\"<blockquote>“我们认为，没有方向盘或踏板的汽车必须是‘共享服务’，而不是‘自有汽车’，需要明确的是，我们不认为消费者会拥有全自动驾驶汽车的所有权……但会参与该服务作为订阅或运输工具.\"</blockquote> Jonas and team also think Apple's autonomous car story will play out slowly.<blockquote>Jonas和团队还认为苹果的自动驾驶汽车故事会慢慢上演。</blockquote> Likewise, Morgan Stanley doesn't view Apple's potential entry into the autonomous-mobility market as a major threat to Tesla.<blockquote>同样，摩根士丹利并不认为苹果进入自动驾驶汽车市场的可能性是对特斯拉的重大威胁。</blockquote> For now, we think nothing holds a candle to Tesla in the EV space.<blockquote>目前，我们认为在电动汽车领域没有什么能与特斯拉相提并论。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://oilprice.com/Energy/Energy-General/5-Trillion-Reasons-To-Be-Bullish-On-Tesla.html\">Oilprice</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4527":"明星科技股","TSLA":"特斯拉","BK4551":"寇图资本持仓","BK4099":"汽车制造商"},"source_url":"https://oilprice.com/Energy/Energy-General/5-Trillion-Reasons-To-Be-Bullish-On-Tesla.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2186031881","content_text":"In the latest EV sector report, the EV kingpin, Tesla Inc. (NASDAQ:TSLA), has cemented its credentials as one of the few electric vehicle manufacturers ready to challenge the ICE hegemony.\nAccording to a report by the Korea Automotive Technology Institute (KAII), global EV sales have exceeded 3 million units in the first three quarters of 2021, a run rate that puts it on course to break 4 million units a year for the first time ever.\nBloombergNEF is even more optimistic and expects global sales of electric passenger vehicles this year to clock in at 5.6 million units, good for an impressive 8% of new vehicle sales.\nWedbush Securities forecasts that Tesla alone could grab up to 50% of the $5-trillion EV market in the coming years, with the rest of the manufacturers fighting over the remaining scraps.\nWith that in mind, Wedbush analyst Daniel Ives maintains his \"Outperform\" rating, raising his price target on Tesla from $1,100 to $1,400 per share. But Ives \"bull case\" is $1,800.\nWhile Tesla has been busy trying to corner the Chinese market--quite successfully--Wedbush estimates that from 2022 onwards, China will be worth $400 per share for Tesla.\nOn a company basis, Tesla remains the most popular model after moving 625,624 units in the third quarter, 51% more than second-placed China's SAIC Motor, which sold 413,037 units; Volkswagen 287,852 units; and China's BYD Corp. (NYSE:BYD) with 189,751 units.\nTesla has definitely established a strong head start on the competition in the EV market that ICE incumbents as well as newer pure-play EV upstarts will have a hard time catching up to.\nKeep an Eye on China\nTesla stock rallied further Monday after Musk tweeted about the launch of the Model S Plaid in China for mid-2022.\n\"Model S Plaid is sickkkk!!!!\" Musk has tweeted.\"\nThe $131,100 Model S Plaid features 1,020 horsepower, a 17-inch touchscreen, a steering yoke and has an estimated EPA-rated range of up to 390 miles.\nChina is the world's largest car market, and it's the key here, with Ives calling it the \"linchpin to the overall bull thesis on Tesla\".\nFor Q3, Tesla's China sales were almost half the volume of its U.S. sales … and climbing.\nTesla reported $3.11 billion in EV sales in China for Q3--a figure that represents 48.5% of its $6.41 billion in U.S. sales for the same time period. It's also more than a 41% increase over China sales a year ago.\nIn January 2020, Tesla delivered its first locally manufactured EVs in China. This year, Tesla started delivering its second model to the Chinese straight from its gigafactory in Shanghai. The Model 3 and Model Y are now the top three EVs in terms of sales in China.\nAnd now it's offering loans in China to spur more sales. Tesla's financial products even include some with zero down payments.\nProfitability and Catalysts for 2022\nFor every quarter of 2021 so far, Tesla has managed to increase its profit margin, largely because of reduced costs and higher sales.\nThat momentum is expected to continue next year, with intensifying production, demand that is clearly on track to increase and new factories coming on line.\nIf we see any improvement in supply chains for raw materials next year, Tesla will benefit further.\nOn Monday, Tesla filed for approval for the first phase of its planned \"Gigafactory Texas\" in Austin to produce the Model Y.\nTesla will invest $1 billion in the Texas gigafactory, and construction is expected to be completed by the end of this year already. The complex would contain five separate facilities.\nIt's also building \"Gigafactory Berlin\" in Germany, which has met with some delays in the environmental approval process.\nEven without these catalysts, Tesla is blowing everyone else away.\nIn terms of volume, the Financial Times suggests that VW is the only carmaker that stands a chance of overtaking Tesla's volume by 2024.\nWhile all other major automakers are on track to significantly scale up their EV offerings, Bernstein, IHS and EV-Volumes.com say they won't come close to Tesla.\nIs Apple Really a Threat to Tesla?\nThe threat to Tesla from giant smartphone maker Apple Inc. (NASDAQ:AAPL), which has reportedly stepped up its efforts to create an autonomous car thanks to a recent chip breakthrough, is impressive but still in the fairly distant future.\nApple has set a goal to produce a fully self-driving car by 2025 though it's yet to announce a production partner anytime soon for the self-driving car project.\nNothing has delivered us a more impressive wealth generation story in the past couple of years like Tesla. It's certainly with that in mind that Apple--which has gone back and forth over the Apple Car--appears to have turned things up a notch in the autonomous-driving arena.\nMorgan Stanley analyst Adam Jona thinks the interest in Apple entering the electric shared-autonomy space in transportation has been accelerated by the soaring valuation of Tesla and other EV stocks in a validation of the wealth creation potential.\nHowever, Jonas and team do not think Apple will bring a car to the market in the traditional sense.\n\"We believe a car without steering wheel or pedals must be a 'shared service' and not an 'owned car,' To be clear, we do not believe consumers will own title to a fully autonomous car... but will engage in the service as a subscription or transport utility.\"\nJonas and team also think Apple's autonomous car story will play out slowly.\nLikewise, Morgan Stanley doesn't view Apple's potential entry into the autonomous-mobility market as a major threat to Tesla.\nFor now, we think nothing holds a candle to Tesla in the EV space.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1308,"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":36,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877836728"}