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Chopechope

Chopechope

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2021-12-22

to the moon n beyond!!!!!

Tesla shares rose nearly 4% in premarket trading.<blockquote>特斯拉股价在盘前交易中上涨近4%。</blockquote>

2021-12-16

to the moon!!!!!

Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>

2021-12-09

BOFA mean Amazon will buy more vehicles than the mass public??

抱歉，原内容已删除

2021-12-08

these guys are in finance and accounting. yet they sell their options at the wrong price. hahahahaha

Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</blockquote>

2021-11-25

i think its just rebalancing the portfolio to maintain % of holdings

抱歉，原内容已删除

2021-11-24

$Tesla Motors(TSLA)$Shorters die painpain!!!

2021-11-16

oh yes~

抱歉，原内容已删除

2021-11-07

temporary drop in share price expected. hope Cathy wil buy in

抱歉，原内容已删除

2021-11-05

ask him to short tesla

Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</blockquote>

2021-10-20

$Tesla Motors(TSLA)$fly to the heavens!!!

2021-10-17

$TSLA 20211022 700.0 PUT(TSLA)$ like me please.

2021-10-17

yawnz. next!!

抱歉，原内容已删除

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smaller\">2021-12-22 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/669e88218cd208a7ca208f2a3b3fda24\" tg-width=\"715\" tg-height=\"580\" width=\"100%\" height=\"auto\">Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.</p><p><blockquote>特斯拉股价在盘前交易中上涨近4%。根据周二发布的采访，特斯拉首席执行官埃隆·马斯克表示，他已经出售了“足够的股票”，以实现出售这家全球最有价值汽车公司 10% 股份的计划。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153143762","content_text":"Tesla shares rose nearly 4% in premarket trading.Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car 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tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</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>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</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 rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106505192","content_text":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.\nNew York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602403297,"gmtCreate":1639050960687,"gmtModify":1639051192899,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"BOFA mean Amazon will buy more vehicles than the mass public??","listText":"BOFA mean Amazon will buy more vehicles than the mass public??","text":"BOFA mean Amazon will buy more vehicles than the mass public??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602403297","repostId":"1193254006","repostType":2,"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602099121,"gmtCreate":1638935825653,"gmtModify":1638935825653,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"these guys are in finance and accounting. yet they sell their options&nbsp;at the wrong price. hahahahaha","listText":"these guys are in finance and accounting. yet they sell their options&nbsp;at the wrong price. hahahahaha","text":"these guys are in finance and accounting. yet they sell their options at the wrong price. hahahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602099121","repostId":"1125810136","repostType":4,"repost":{"id":"1125810136","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638930417,"share":"https://www.laohunote.com/m/news/1125810136?lang=zh_CN&edition=full","pubTime":"2021-12-08 10:26","market":"us","language":"en","title":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125810136","media":"Tiger Newspress","summary":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.\n\n\nVaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.","content":"<p>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日以每股 980.43 美元的价格出售了 2,652.25 股特斯拉股票。</blockquote></p><p> Vaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席会计官 Vaibhav Taneja 于 12 月 6 日以每股 980.408 美元的价格出售了 1590.5 股特斯拉股票。</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>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</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's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 10:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日以每股 980.43 美元的价格出售了 2,652.25 股特斯拉股票。</blockquote></p><p> Vaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席会计官 Vaibhav Taneja 于 12 月 6 日以每股 980.408 美元的价格出售了 1590.5 股特斯拉股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125810136","content_text":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43 per share.\nVaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408 per share.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874675367,"gmtCreate":1637772099199,"gmtModify":1637772099199,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"i think its just rebalancing the portfolio to maintain % of holdings","listText":"i think its just rebalancing the portfolio to maintain % of holdings","text":"i think its just rebalancing the portfolio to maintain % of holdings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874675367","repostId":"2185359210","repostType":2,"isVote":1,"tweetType":1,"viewCount":3770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875766279,"gmtCreate":1637693709010,"gmtModify":1637693709010,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Shorters die painpain!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Shorters die painpain!!!","text":"$Tesla Motors(TSLA)$Shorters die painpain!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875766279","isVote":1,"tweetType":1,"viewCount":3563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871662326,"gmtCreate":1637065804511,"gmtModify":1637065804582,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"oh yes~","listText":"oh yes~","text":"oh yes~","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871662326","repostId":"2183007300","repostType":2,"isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845386282,"gmtCreate":1636284973943,"gmtModify":1636284974016,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"temporary drop in share price expected. hope Cathy wil buy in","listText":"temporary drop in share price expected. hope Cathy wil buy in","text":"temporary drop in share price expected. hope Cathy wil buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845386282","repostId":"2181747416","repostType":2,"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842056386,"gmtCreate":1636121877570,"gmtModify":1636121880828,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"ask him to short tesla","listText":"ask him to short tesla","text":"ask him to short tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842056386","repostId":"1180620689","repostType":2,"repost":{"id":"1180620689","kind":"news","pubTimestamp":1636112077,"share":"https://www.laohunote.com/m/news/1180620689?lang=zh_CN&edition=full","pubTime":"2021-11-05 19:34","market":"us","language":"en","title":"Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180620689","media":"Barrons","summary":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-r","content":"<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司被高估了约1万亿美元。该公司首席执行官大卫-特雷纳（David Trainer）表示，特斯拉的股价可能会下跌 88%，至每股约 150 美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者第一次不得不权衡的极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约 57%，在周四下午上涨 1.3% 后，周五盘前交易中几乎没有变化，而标普500指数上涨 0.4%，道琼斯工业平均指数收盘下跌 0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹 (HTZZ) 出售 10 万辆汽车，使该股飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为 1.2 万亿美元——一位数字培训师表示，这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>“Trainer 在周四的一份报告中写道：”1.2 万亿美元的估值意味着特斯拉拥有整个全球乘用车电动汽车市场 118% 的份额，到 2030 年，其盈利能力将超过苹果（AAPL）。他的工作着眼于公司必须实现什么样的销售额和收益才有价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer 认为，特斯拉必须在 2030 年销售近 3100 万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超出了他对整个行业产量的预期。国际能源署 2021 年电动汽车展望的基本假设预计，到本十年末，全球电动汽车年销量将达到约 2800 万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA 报告是在 4 月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上花费数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车目标</a>到2030年，占新车销量的50%。IEA 报告包括一个最佳情况，到 2030 年，全球每年售出约 4700 万辆电动汽车。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有特斯拉的看涨者，他们中的大多数人都不相信特斯拉到 2030 年每年能卖出 3100 万辆汽车。摩根士丹利的亚当-乔纳斯（Adam Jonas）将该股评级为买入，目标价为 1200 美元，他预测届时年销量约为 800 万股。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas相信特斯拉将比传统汽车制造商更有利可图。但特雷纳认为，特斯拉的营业利润率将与通用汽车 (GM) 持平。他表示，随着汽车销量的 3100 万辆，这可能意味着特斯拉到 2030 年将获得 1310 亿美元的营业利润，高于苹果目前的 1000 多亿美元。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但 Trainer 说，如果 Jonas 对特斯拉 2030 年销售 800 万辆汽车的看涨期权是正确的，那么假设埃隆-马斯克（Elon Musk）的公司仅与通用汽车 8.5% 的税后净营业利润率相当，那么每年将产生约 300 亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度，而且该公司没有老竞争对手所面临的养老金义务，这并不奇怪。第三季度的毛利率超过了通用汽车、福特汽车（F）和大众汽车（VOW3. 德国）等公司。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管培训师表示，长期利润率很难预测<i>巴伦</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅销售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合来看： 特斯拉提供的风险/回报很低，”Trainer 写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有 14 位分析师，几乎占彭博 44 家分析师的三分之一，他们的目标价对特斯拉的估值为 1 万亿美元或更多。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将平均每年增长 50%。他们还相信电动汽车将比传统汽车更有利可图，并且特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储能业务，加上如果成功开发自动驾驶汽车，可能会推出的机器人出租车业务，将带来可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲成绩，公牛队最近感觉很好。空头们正目不转睛地盯着该股的估值，该股的估值基本上相当于全球所有传统汽车制造商的估值总和。</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 Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</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 Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司被高估了约1万亿美元。该公司首席执行官大卫-特雷纳（David Trainer）表示，特斯拉的股价可能会下跌 88%，至每股约 150 美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者第一次不得不权衡的极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约 57%，在周四下午上涨 1.3% 后，周五盘前交易中几乎没有变化，而标普500指数上涨 0.4%，道琼斯工业平均指数收盘下跌 0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹 (HTZZ) 出售 10 万辆汽车，使该股飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为 1.2 万亿美元——一位数字培训师表示，这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>“Trainer 在周四的一份报告中写道：”1.2 万亿美元的估值意味着特斯拉拥有整个全球乘用车电动汽车市场 118% 的份额，到 2030 年，其盈利能力将超过苹果（AAPL）。他的工作着眼于公司必须实现什么样的销售额和收益才有价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer 认为，特斯拉必须在 2030 年销售近 3100 万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超出了他对整个行业产量的预期。国际能源署 2021 年电动汽车展望的基本假设预计，到本十年末，全球电动汽车年销量将达到约 2800 万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA 报告是在 4 月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上花费数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车目标</a>到2030年，占新车销量的50%。IEA 报告包括一个最佳情况，到 2030 年，全球每年售出约 4700 万辆电动汽车。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有特斯拉的看涨者，他们中的大多数人都不相信特斯拉到 2030 年每年能卖出 3100 万辆汽车。摩根士丹利的亚当-乔纳斯（Adam Jonas）将该股评级为买入，目标价为 1200 美元，他预测届时年销量约为 800 万股。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas相信特斯拉将比传统汽车制造商更有利可图。但特雷纳认为，特斯拉的营业利润率将与通用汽车 (GM) 持平。他表示，随着汽车销量的 3100 万辆，这可能意味着特斯拉到 2030 年将获得 1310 亿美元的营业利润，高于苹果目前的 1000 多亿美元。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但 Trainer 说，如果 Jonas 对特斯拉 2030 年销售 800 万辆汽车的看涨期权是正确的，那么假设埃隆-马斯克（Elon Musk）的公司仅与通用汽车 8.5% 的税后净营业利润率相当，那么每年将产生约 300 亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度，而且该公司没有老竞争对手所面临的养老金义务，这并不奇怪。第三季度的毛利率超过了通用汽车、福特汽车（F）和大众汽车（VOW3. 德国）等公司。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管培训师表示，长期利润率很难预测<i>巴伦</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅销售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合来看： 特斯拉提供的风险/回报很低，”Trainer 写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有 14 位分析师，几乎占彭博 44 家分析师的三分之一，他们的目标价对特斯拉的估值为 1 万亿美元或更多。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将平均每年增长 50%。他们还相信电动汽车将比传统汽车更有利可图，并且特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储能业务，加上如果成功开发自动驾驶汽车，可能会推出的机器人出租车业务，将带来可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲成绩，公牛队最近感觉很好。空头们正目不转睛地盯着该股的估值，该股的估值基本上相当于全球所有传统汽车制造商的估值总和。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?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-overvalued-1-trillion-51636053056?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180620689","content_text":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.\nHis argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.\nTesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the S&P 500 advanced 0.4% and the Dow Jones Industrial Average finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company Hertz (HTZZ) have sent the stock through the roof.\nToday, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.\n“The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than Apple [AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.\nTrainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.\nTo be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his goal for EVs to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.\nThere are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.\nJonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors (GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.\nBut if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.\nRecently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and Volkswagen’s (VOW3. Germany), to name a few.\nLonger-term margins are hard to predict, though Trainer told Barron’s he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.\n“Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.\nHis arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.\nThe bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.\nTime will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859856741,"gmtCreate":1634688773790,"gmtModify":1634688773863,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>fly to the heavens!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>fly to the heavens!!!","text":"$Tesla Motors(TSLA)$fly to the heavens!!!","images":[{"img":"https://static.tigerbbs.com/fc9f82a04fdce8db2a5ae85bf6bcdcbc","width":"1080","height":"1875"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859856741","isVote":1,"tweetType":1,"viewCount":3298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827330360,"gmtCreate":1634404479230,"gmtModify":1634404479367,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20211022 700.0 PUT(TSLA)$</a> like me please.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20211022 700.0 PUT(TSLA)$</a> like me please.","text":"$TSLA 20211022 700.0 PUT(TSLA)$ like me please.","images":[{"img":"https://static.tigerbbs.com/ccf67ad68d61ce79f43cee35f409b191","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827330360","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827392710,"gmtCreate":1634403946173,"gmtModify":1634403946250,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"yawnz. next!!","listText":"yawnz. next!!","text":"yawnz. next!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827392710","repostId":"2175117276","repostType":4,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":691608528,"gmtCreate":1640178003525,"gmtModify":1640178003615,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"to the moon n beyond!!!!!","listText":"to the moon n beyond!!!!!","text":"to the moon n beyond!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691608528","repostId":"1153143762","repostType":2,"repost":{"id":"1153143762","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1640176630,"share":"https://www.laohunote.com/m/news/1153143762?lang=zh_CN&edition=full","pubTime":"2021-12-22 20:37","market":"us","language":"en","title":"Tesla shares rose nearly 4% in premarket trading.<blockquote>特斯拉股价在盘前交易中上涨近4%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1153143762","media":"Tiger Newspress","summary":"Tesla shares rose nearly 4% in premarket trading.Tesla CEO Elon Musk said he had sold \"enough stock\"","content":"<p>Tesla shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/669e88218cd208a7ca208f2a3b3fda24\" tg-width=\"715\" tg-height=\"580\" width=\"100%\" height=\"auto\">Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.</p><p><blockquote>特斯拉股价在盘前交易中上涨近4%。根据周二发布的采访，特斯拉首席执行官埃隆·马斯克表示，他已经出售了“足够的股票”，以实现出售这家全球最有价值汽车公司 10% 股份的计划。</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>Tesla shares rose nearly 4% in premarket trading.<blockquote>特斯拉股价在盘前交易中上涨近4%。</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 shares rose nearly 4% in premarket trading.<blockquote>特斯拉股价在盘前交易中上涨近4%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-22 20:37</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla shares rose nearly 4% in premarket trading.<img src=\"https://static.tigerbbs.com/669e88218cd208a7ca208f2a3b3fda24\" tg-width=\"715\" tg-height=\"580\" width=\"100%\" height=\"auto\">Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.</p><p><blockquote>特斯拉股价在盘前交易中上涨近4%。根据周二发布的采访，特斯拉首席执行官埃隆·马斯克表示，他已经出售了“足够的股票”，以实现出售这家全球最有价值汽车公司 10% 股份的计划。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153143762","content_text":"Tesla shares rose nearly 4% in premarket trading.Tesla CEO Elon Musk said he had sold \"enough stock\" to reach his plan to sell 10% of his shares in the world's most valuable car company, according to an interview released on Tuesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602099121,"gmtCreate":1638935825653,"gmtModify":1638935825653,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"these guys are in finance and accounting. yet they sell their options&nbsp;at the wrong price. hahahahaha","listText":"these guys are in finance and accounting. yet they sell their options&nbsp;at the wrong price. hahahahaha","text":"these guys are in finance and accounting. yet they sell their options at the wrong price. hahahahaha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602099121","repostId":"1125810136","repostType":4,"repost":{"id":"1125810136","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638930417,"share":"https://www.laohunote.com/m/news/1125810136?lang=zh_CN&edition=full","pubTime":"2021-12-08 10:26","market":"us","language":"en","title":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1125810136","media":"Tiger Newspress","summary":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.\n\n\nVaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.","content":"<p>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日以每股 980.43 美元的价格出售了 2,652.25 股特斯拉股票。</blockquote></p><p> Vaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席会计官 Vaibhav Taneja 于 12 月 6 日以每股 980.408 美元的价格出售了 1590.5 股特斯拉股票。</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>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</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's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6<blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日出售了 2,652.25 股特斯拉股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 10:26</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席财务官 Zachary Kirkhorn 于 12 月 6 日以每股 980.43 美元的价格出售了 2,652.25 股特斯拉股票。</blockquote></p><p> Vaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408&nbsp;per&nbsp;share.</p><p><blockquote>特斯拉首席会计官 Vaibhav Taneja 于 12 月 6 日以每股 980.408 美元的价格出售了 1590.5 股特斯拉股票。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125810136","content_text":"Tesla's CFO Zachary Kirkhorn sold 2,652.25 Tesla shares on December 6 for $980.43 per share.\nVaibhav Taneja, Tesla's chief accounting officer, sold 1590.5 shares of Tesla on December 6 for $980.408 per share.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874675367,"gmtCreate":1637772099199,"gmtModify":1637772099199,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"i think its just rebalancing the portfolio to maintain % of holdings","listText":"i think its just rebalancing the portfolio to maintain % of holdings","text":"i think its just rebalancing the portfolio to maintain % of holdings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874675367","repostId":"2185359210","repostType":2,"isVote":1,"tweetType":1,"viewCount":3770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875766279,"gmtCreate":1637693709010,"gmtModify":1637693709010,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Shorters die painpain!!!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>Shorters die painpain!!!","text":"$Tesla Motors(TSLA)$Shorters die painpain!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875766279","isVote":1,"tweetType":1,"viewCount":3563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":842056386,"gmtCreate":1636121877570,"gmtModify":1636121880828,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"ask him to short tesla","listText":"ask him to short tesla","text":"ask him to short tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842056386","repostId":"1180620689","repostType":2,"repost":{"id":"1180620689","kind":"news","pubTimestamp":1636112077,"share":"https://www.laohunote.com/m/news/1180620689?lang=zh_CN&edition=full","pubTime":"2021-11-05 19:34","market":"us","language":"en","title":"Tesla Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1180620689","media":"Barrons","summary":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-r","content":"<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司被高估了约1万亿美元。该公司首席执行官大卫-特雷纳（David Trainer）表示，特斯拉的股价可能会下跌 88%，至每股约 150 美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者第一次不得不权衡的极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约 57%，在周四下午上涨 1.3% 后，周五盘前交易中几乎没有变化，而标普500指数上涨 0.4%，道琼斯工业平均指数收盘下跌 0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹 (HTZZ) 出售 10 万辆汽车，使该股飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为 1.2 万亿美元——一位数字培训师表示，这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>“Trainer 在周四的一份报告中写道：”1.2 万亿美元的估值意味着特斯拉拥有整个全球乘用车电动汽车市场 118% 的份额，到 2030 年，其盈利能力将超过苹果（AAPL）。他的工作着眼于公司必须实现什么样的销售额和收益才有价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer 认为，特斯拉必须在 2030 年销售近 3100 万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超出了他对整个行业产量的预期。国际能源署 2021 年电动汽车展望的基本假设预计，到本十年末，全球电动汽车年销量将达到约 2800 万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA 报告是在 4 月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上花费数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车目标</a>到2030年，占新车销量的50%。IEA 报告包括一个最佳情况，到 2030 年，全球每年售出约 4700 万辆电动汽车。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有特斯拉的看涨者，他们中的大多数人都不相信特斯拉到 2030 年每年能卖出 3100 万辆汽车。摩根士丹利的亚当-乔纳斯（Adam Jonas）将该股评级为买入，目标价为 1200 美元，他预测届时年销量约为 800 万股。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas相信特斯拉将比传统汽车制造商更有利可图。但特雷纳认为，特斯拉的营业利润率将与通用汽车 (GM) 持平。他表示，随着汽车销量的 3100 万辆，这可能意味着特斯拉到 2030 年将获得 1310 亿美元的营业利润，高于苹果目前的 1000 多亿美元。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但 Trainer 说，如果 Jonas 对特斯拉 2030 年销售 800 万辆汽车的看涨期权是正确的，那么假设埃隆-马斯克（Elon Musk）的公司仅与通用汽车 8.5% 的税后净营业利润率相当，那么每年将产生约 300 亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度，而且该公司没有老竞争对手所面临的养老金义务，这并不奇怪。第三季度的毛利率超过了通用汽车、福特汽车（F）和大众汽车（VOW3. 德国）等公司。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管培训师表示，长期利润率很难预测<i>巴伦</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅销售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合来看： 特斯拉提供的风险/回报很低，”Trainer 写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有 14 位分析师，几乎占彭博 44 家分析师的三分之一，他们的目标价对特斯拉的估值为 1 万亿美元或更多。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将平均每年增长 50%。他们还相信电动汽车将比传统汽车更有利可图，并且特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储能业务，加上如果成功开发自动驾驶汽车，可能会推出的机器人出租车业务，将带来可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲成绩，公牛队最近感觉很好。空头们正目不转睛地盯着该股的估值，该股的估值基本上相当于全球所有传统汽车制造商的估值总和。</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 Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</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 Stock Is Overvalued by $1 Trillion, Analyst Says. We Looked at the Math.<blockquote>分析师表示，特斯拉股票被高估了 1 万亿美元。我们看了数学。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-05 19:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.</p><p><blockquote>特斯拉的市值最近远远超过1万亿美元，但独立投资研究公司New Constructs认为，该公司被高估了约1万亿美元。该公司首席执行官大卫-特雷纳（David Trainer）表示，特斯拉的股价可能会下跌 88%，至每股约 150 美元。</blockquote></p><p> His argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.</p><p><blockquote>他的论点主要基于数学，这并不是特斯拉（股票代码：TSLA）投资者第一次不得不权衡的极端熊市或牛市案例。</blockquote></p><p> Tesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the&nbsp;S&amp;P 500&nbsp;advanced 0.4% and the&nbsp;Dow Jones Industrial Average&nbsp;finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company&nbsp;Hertz&nbsp;(HTZZ) have sent the stock through the roof.</p><p><blockquote>特斯拉股价在过去一个月上涨了约 57%，在周四下午上涨 1.3% 后，周五盘前交易中几乎没有变化，而标普500指数上涨 0.4%，道琼斯工业平均指数收盘下跌 0.1%。强劲的第三季度交付量、盈利以及向汽车租赁公司赫兹 (HTZZ) 出售 10 万辆汽车，使该股飙升。</blockquote></p><p> Today, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.</p><p><blockquote>如今，特斯拉的身价约为 1.2 万亿美元——一位数字培训师表示，这个数字毫无意义。特斯拉没有立即回应置评请求。</blockquote></p><p> “The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than&nbsp;Apple&nbsp;[AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.</p><p><blockquote>“Trainer 在周四的一份报告中写道：”1.2 万亿美元的估值意味着特斯拉拥有整个全球乘用车电动汽车市场 118% 的份额，到 2030 年，其盈利能力将超过苹果（AAPL）。他的工作着眼于公司必须实现什么样的销售额和收益才有价值。</blockquote></p><p> Trainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.</p><p><blockquote>Trainer 认为，特斯拉必须在 2030 年销售近 3100 万辆汽车才能证明当前估值的合理性。根据国际能源署的数据，这超出了他对整个行业产量的预期。国际能源署 2021 年电动汽车展望的基本假设预计，到本十年末，全球电动汽车年销量将达到约 2800 万辆。</blockquote></p><p> To be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his <a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">goal for EVs</a> to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.</p><p><blockquote>可以肯定的是，IEA 报告是在 4 月份发布的，当时许多汽车制造商承诺在汽车电气化和电池产能上花费数十亿美元。八月，乔·拜登总统宣布了他的<a href=\"https://www.marketwatch.com/articles/tesla-musk-biden-ev-stock-51628202850\" target=\"_blank\">电动汽车目标</a>到2030年，占新车销量的50%。IEA 报告包括一个最佳情况，到 2030 年，全球每年售出约 4700 万辆电动汽车。</blockquote></p><p> There are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.</p><p><blockquote>当然，也有特斯拉的看涨者，他们中的大多数人都不相信特斯拉到 2030 年每年能卖出 3100 万辆汽车。摩根士丹利的亚当-乔纳斯（Adam Jonas）将该股评级为买入，目标价为 1200 美元，他预测届时年销量约为 800 万股。</blockquote></p><p> Jonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors&nbsp;(GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.</p><p><blockquote>Jonas相信特斯拉将比传统汽车制造商更有利可图。但特雷纳认为，特斯拉的营业利润率将与通用汽车 (GM) 持平。他表示，随着汽车销量的 3100 万辆，这可能意味着特斯拉到 2030 年将获得 1310 亿美元的营业利润，高于苹果目前的 1000 多亿美元。</blockquote></p><p> But if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.</p><p><blockquote>但 Trainer 说，如果 Jonas 对特斯拉 2030 年销售 800 万辆汽车的看涨期权是正确的，那么假设埃隆-马斯克（Elon Musk）的公司仅与通用汽车 8.5% 的税后净营业利润率相当，那么每年将产生约 300 亿美元的收益。</blockquote></p><p> Recently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and&nbsp;Volkswagen’s&nbsp;(VOW3. Germany), to name a few.</p><p><blockquote>当然，最近特斯拉的一些利润率一直处于行业领先地位，考虑到这些汽车的受欢迎程度，而且该公司没有老竞争对手所面临的养老金义务，这并不奇怪。第三季度的毛利率超过了通用汽车、福特汽车（F）和大众汽车（VOW3. 德国）等公司。</blockquote></p><p> Longer-term margins are hard to predict, though Trainer told <i>Barron’s</i> he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.</p><p><blockquote>尽管培训师表示，长期利润率很难预测<i>巴伦</i>他认为他的假设是公平的。它们取决于软件销售（所有汽车制造商都提供可以通过订阅销售的软件功能）以及电池成本等因素。</blockquote></p><p> “Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.</p><p><blockquote>“综合来看： 特斯拉提供的风险/回报很低，”Trainer 写道。</blockquote></p><p> His arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.</p><p><blockquote>他的论点不太可能动摇许多关注该股的多头。有 14 位分析师，几乎占彭博 44 家分析师的三分之一，他们的目标价对特斯拉的估值为 1 万亿美元或更多。</blockquote></p><p> The bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.</p><p><blockquote>看涨者认为特斯拉是电动汽车的领导者，在可预见的未来，其销量和产量将平均每年增长 50%。他们还相信电动汽车将比传统汽车更有利可图，并且特斯拉将保持其成本领先地位。许多看涨者还认为，特斯拉的储能业务，加上如果成功开发自动驾驶汽车，可能会推出的机器人出租车业务，将带来可观的销售额。</blockquote></p><p> Time will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.</p><p><blockquote>时间会证明谁是对的。鉴于特斯拉的强劲成绩，公牛队最近感觉很好。空头们正目不转睛地盯着该股的估值，该股的估值基本上相当于全球所有传统汽车制造商的估值总和。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/tesla-stock-overvalued-1-trillion-51636053056?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-overvalued-1-trillion-51636053056?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180620689","content_text":"Tesla‘s market capitalization recently moved well past $1 trillion, but the independent investment-research firm New Constructs believes the company is overvalued by roughly $1 trillion of that. The firm’s CEO, David Trainer, says Tesla shares could fall as much as 88%, to roughly $150 a share.\nHis argument, which isn’t the first extreme bear or bull case Tesla (ticker: TSLA) investors have had to weigh, is mainly based on math.\nTesla stock, which has risen about 57% over the past month, was little changed in premarket trading Friday after gaining up 1.3% Thursday afternoon, while the S&P 500 advanced 0.4% and the Dow Jones Industrial Average finished off 0.1%. Strong third-quarter deliveries, earnings, and a sale of 100,000 vehicles to the rental-car company Hertz (HTZZ) have sent the stock through the roof.\nToday, Tesla is worth roughly $1.2 trillion–a figure Trainer says makes no sense. Tesla didn’t immediately respond to a request for comment.\n“The $1.2 trillion valuation implies Tesla owns 118% of the entire global passenger EV market and becomes more profitable than Apple [AAPL] by 2030,” wrote Trainer in a Thursday report. His work looked at what kind of sales and earnings the company would have to achieve to be worth that much.\nTrainer believes Tesla would have to sell almost 31 million vehicles in 2030 to justify the current valuation. That is more than he expects the entire industry to produce, based on figures from the International Energy Agency. The base case in the IEA’s 2021 outlook for electric vehicles projects annual global sales of about 28 million EVs at the end of the decade.\nTo be sure, that IEA report was published in April, before many auto makers committed to spending billions of dollars on vehicle electrification and battery-production capacity. It was in August that President Joe Biden announced his goal for EVs to account for 50% of new-car sales by 2030. And the IEA report includes a best-case scenario with about 47 million EVs sold around the world annually by 2030.\nThere are, of course, Tesla bulls, and most of them don’t believe Tesla is going to sell 31 million cars a year by 2030. Morgan Stanley’s Adam Jonas, who rates the stock at Buy and has a $1,200 price target for shares, predicts annual sales of about 8 million units by then.\nJonas believes Tesla will be more profitable than traditional auto makers. But Trainer assumes that Tesla will have operating profit margins in line with those of General Motors (GM). With 31 million vehicles sold, that might mean Tesla earns $131 billion in 2030 operating profit, higher than the $100 billion-plus Apple is pulling in now, he said.\nBut if Jonas’s call for Tesla to sell 8 million vehicles in 2030 is correct, Trainer said, that would yield earnings of about $30 billion annually, assuming Elon Musk’s company only matches GM’s net operating after-tax profit margin of 8.5%.\nRecently, of course, some of Tesla’s profit margins have been industry-leading, which is no surprise given the popularity of the vehicles and the fact that the company doesn’t have the pension obligations its older rivals face. Third-quarter gross margins exceeded GM’s,Ford Motor‘s (F), and Volkswagen’s (VOW3. Germany), to name a few.\nLonger-term margins are hard to predict, though Trainer told Barron’s he thinks his assumption is fair. They depend on factors such as software sales—all auto makers are offering software-enabled features that can be sold on subscriptions—as well as battery costs.\n“Putting it all together: Tesla provides poor risk/reward,” Trainer wrote.\nHis arguments are unlikely to sway the many bulls who follow the stock. There are 14 analysts, almost one-third of the 44 Bloomberg tracks, with target prices that value Tesla at $1 trillion or more.\nThe bulls believe Tesla is the EV leader and will increase its sales and production volume at 50% a year on average for the foreseeable future. They also believe EVs will be more profitable than traditional vehicles and that Tesla will maintain its cost leadership. Many bulls also believe that Tesla’s power-storage business, plus a robotaxi operation it could launch if it succeeds in developing self-driving cars, will generate significant sales.\nTime will tell who is right. The bulls are feeling good these days given Tesla’s strong results. And the bears are staring agape at the stock’s valuation, which essentially matches all of the world’s traditional auto makers combined.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690124455,"gmtCreate":1639648483694,"gmtModify":1639648483694,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"to the moon!!!!!","listText":"to the moon!!!!!","text":"to the moon!!!!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690124455","repostId":"1106505192","repostType":4,"repost":{"id":"1106505192","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1639645300,"share":"https://www.laohunote.com/m/news/1106505192?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:01","market":"us","language":"en","title":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106505192","media":"Tiger Newspress","summary":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up","content":"<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</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>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</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 rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles<blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-16 17:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.<img src=\"https://static.tigerbbs.com/4ee1319bd46c7e3ff97c29e98fee8dd9\" tg-width=\"771\" tg-height=\"564\" width=\"100%\" height=\"auto\">Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.</p><p><blockquote>特斯拉在盘前交易中上涨超过 2%，预计将从纽约警方获得多达 250 辆 Model 3 汽车的订单。特斯拉不仅吸引了大量消费者的兴趣，也吸引了租车公司和相关政府机构的兴趣。Model S 已经存在于加利福尼亚州弗里蒙特警方的车队中。</blockquote></p><p> New York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.</p><p><blockquote>纽约警方也在考虑改用电动汽车，并计划采购一批特斯拉Model 3。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106505192","content_text":"Tesla rose over 2% in premarket trading as it was expected to get orders from New York police for up to 250 Model 3 vehicles.Tesla Motors not only attracted the interest of a large number of consumers, but also attracted the interest of car rental companies and relevant government agencies. Model S already existed in the motorcade of Fremont police in California.\nNew York police are also considering switching to electric vehicles and planning to purchase a batch of Tesla Motors Model 3.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":5594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845386282,"gmtCreate":1636284973943,"gmtModify":1636284974016,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"temporary drop in share price expected. hope Cathy wil buy in","listText":"temporary drop in share price expected. hope Cathy wil buy in","text":"temporary drop in share price expected. hope Cathy wil buy in","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845386282","repostId":"2181747416","repostType":2,"isVote":1,"tweetType":1,"viewCount":3038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827330360,"gmtCreate":1634404479230,"gmtModify":1634404479367,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20211022 700.0 PUT(TSLA)$</a> like me please.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$TSLA 20211022 700.0 PUT(TSLA)$</a> like me please.","text":"$TSLA 20211022 700.0 PUT(TSLA)$ like me please.","images":[{"img":"https://static.tigerbbs.com/ccf67ad68d61ce79f43cee35f409b191","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827330360","isVote":1,"tweetType":1,"viewCount":1034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":827392710,"gmtCreate":1634403946173,"gmtModify":1634403946250,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"yawnz. next!!","listText":"yawnz. next!!","text":"yawnz. next!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/827392710","repostId":"2175117276","repostType":4,"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602403297,"gmtCreate":1639050960687,"gmtModify":1639051192899,"author":{"id":"3580884713453269","authorId":"3580884713453269","name":"Chopechope","avatar":"https://static.tigerbbs.com/0dbd543b836603c933c3c585731b5441","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580884713453269","idStr":"3580884713453269"},"themes":[],"title":"","htmlText":"BOFA mean Amazon will buy more vehicles than the mass public??","listText":"BOFA mean Amazon will buy more vehicles than the mass public??","text":"BOFA mean Amazon will buy more vehicles than the mass public??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602403297","repostId":"1193254006","repostType":2,"repost":{"id":"1193254006","kind":"news","pubTimestamp":1639030337,"share":"https://www.laohunote.com/m/news/1193254006?lang=zh_CN&edition=full","pubTime":"2021-12-09 14:12","market":"us","language":"en","title":"BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian、Lucid 的买入评级</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1193254006","media":"TheStreet","summary":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include n","content":"<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla&nbsp;(<b>TSLA</b>)&nbsp;and&nbsp;buy for both Rivian&nbsp;(<b>RIVN</b>)&nbsp;and Lucid&nbsp;(<b>LCID</b>).</p><p><blockquote>美国银行周三对其电动汽车评级做出了解释，其中包括对特斯拉的中性（<b>特斯拉</b>）并为Rivian购买（<b>里夫恩</b>）和清醒（<b>LCID</b>).</blockquote></p><p> As for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.</p><p><blockquote>以 John Murphy 为首的美国银行分析师表示，至于特斯拉，其技术是其优势所在。“他们在评论中写道：”特斯拉在电动汽车领域的技术领先地位得益于其先发优势。</blockquote></p><p> “TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”</p><p><blockquote>“特斯拉已成功将五款车型（Roadster、Model S、X、3 和 Y）商业化.特斯拉在技术方面的竞争优势之一是它大力参与车辆的设计、规范、验证和技术集成。”</blockquote></p><p> But competition is a headwind for Tesla, Murphy said.</p><p><blockquote>但竞争对特斯拉来说是一个阻力，墨菲说。</blockquote></p><p> “The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”</p><p><blockquote>“竞争环境正成为几十年来最激烈的竞争环境之一。仅在美国市场，”他说。“我们预计未来几年将有超过 85 款新型独立电动汽车投放市场。”</blockquote></p><p> When it comes to Rivian, the customers and partnerships category represents a strength, he said.</p><p><blockquote>他说，就Rivian而言，客户和合作伙伴类别代表了一种优势。</blockquote></p><p> “RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.</p><p><blockquote>“墨菲说：”RIVN 在亚马逊 AMZN 有一个重要的合作伙伴，亚马逊 AMZN 是其电动送货车的主要客户，帮助开发了最后一英里送货产品，也是公司的主要资金和代言来源。</blockquote></p><p> Meanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.</p><p><blockquote>他说，与此同时，Lucid 受益于其商业化实力。该公司采用 “绿地/干净的生产方式”，生产已经开始。</blockquote></p><p> “LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”</p><p><blockquote>“墨菲说：”LCID 位于亚利桑那州卡萨格兰德的先进制造厂是北美首批绿地电动汽车制造厂之一。“Air sedan 的生产已经开始”。</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>BofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian、Lucid 的买入评级</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\">\nBofA Explains Neutral Rating for Tesla, Buy for Rivian, Lucid<blockquote>美国银行解释对特斯拉的中性评级，对Rivian、Lucid 的买入评级</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">TheStreet</strong><span class=\"h-time small\">2021-12-09 14:12</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla&nbsp;(<b>TSLA</b>)&nbsp;and&nbsp;buy for both Rivian&nbsp;(<b>RIVN</b>)&nbsp;and Lucid&nbsp;(<b>LCID</b>).</p><p><blockquote>美国银行周三对其电动汽车评级做出了解释，其中包括对特斯拉的中性（<b>特斯拉</b>）并为Rivian购买（<b>里夫恩</b>）和清醒（<b>LCID</b>).</blockquote></p><p> As for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.</p><p><blockquote>以 John Murphy 为首的美国银行分析师表示，至于特斯拉，其技术是其优势所在。“他们在评论中写道：”特斯拉在电动汽车领域的技术领先地位得益于其先发优势。</blockquote></p><p> “TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”</p><p><blockquote>“特斯拉已成功将五款车型（Roadster、Model S、X、3 和 Y）商业化.特斯拉在技术方面的竞争优势之一是它大力参与车辆的设计、规范、验证和技术集成。”</blockquote></p><p> But competition is a headwind for Tesla, Murphy said.</p><p><blockquote>但竞争对特斯拉来说是一个阻力，墨菲说。</blockquote></p><p> “The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”</p><p><blockquote>“竞争环境正成为几十年来最激烈的竞争环境之一。仅在美国市场，”他说。“我们预计未来几年将有超过 85 款新型独立电动汽车投放市场。”</blockquote></p><p> When it comes to Rivian, the customers and partnerships category represents a strength, he said.</p><p><blockquote>他说，就Rivian而言，客户和合作伙伴类别代表了一种优势。</blockquote></p><p> “RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.</p><p><blockquote>“墨菲说：”RIVN 在亚马逊 AMZN 有一个重要的合作伙伴，亚马逊 AMZN 是其电动送货车的主要客户，帮助开发了最后一英里送货产品，也是公司的主要资金和代言来源。</blockquote></p><p> Meanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.</p><p><blockquote>他说，与此同时，Lucid 受益于其商业化实力。该公司采用 “绿地/干净的生产方式”，生产已经开始。</blockquote></p><p> “LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”</p><p><blockquote>“墨菲说：”LCID 位于亚利桑那州卡萨格兰德的先进制造厂是北美首批绿地电动汽车制造厂之一。“Air sedan 的生产已经开始”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid\">TheStreet</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","LCID":"Lucid Group Inc","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.thestreet.com/investing/bofa-neutral-tesla-buy-rivian-lucid","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193254006","content_text":"Bank of America offered explanations Wednesday for its ratings on electric vehicles, which include neutral for Tesla (TSLA) and buy for both Rivian (RIVN) and Lucid (LCID).\nAs for Tesla, it’s technology is a strength, say BofA analysts led by John Murphy. “TSLA's technology leadership in the electric vehicle space is a function of its first mover advantage,” they wrote in a commentary.\n“TSLA has successfully commercialized five vehicles (Roadster, Models S, X, 3, and Y) … One of TSLA's competitive advantages with respect to technology is its heavy involvement in the design, specification, validation, and integration of technology in its vehicles.”\nBut competition is a headwind for Tesla, Murphy said.\n“The competitive environment is becoming one of the fiercest seen in decades. In the U.S. market alone,\" he said. \"We project more than 85 new standalone electric vehicles will be coming to market over the next several years.”\nWhen it comes to Rivian, the customers and partnerships category represents a strength, he said.\n“RIVN has one key partner in Amazon AMZN,” which serves as its anchor customer for electric delivery vans, helped develop the product for last-mile delivery and serves as a key source of funding and endorsement for the company, Murphy said.\nMeanwhile, Lucid benefits from its commercialization strength, he said. It has a “greenfield/clean-sheet approach to manufacturing,” and production already has commenced.\n“LCID's advanced manufacturing plant in Casa Grande, Ariz. is among the first greenfield EV manufacturing facilities in North America,” Murphy said. “Start of production for the Air sedan has already commenced.”","news_type":1,"symbols_score_info":{"RIVN":0.9,"LCID":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}