Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS_老虎社区_美港股上老虎

Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS

MarketWatch2021-03-10

Tesla leads in a few critical technical areas, including software and 'ruthless engineering' Forget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four ...

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Shifeng
·2021-03-11
We need to be convinced who have the better Fully autonomous driving technology!
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61be4b1d
·2021-03-10
Good
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EvonneL
·2021-03-10
Like and comment pls. And buy nio. Heavy discount now.
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Sweatheart
·2021-03-10
Interesting, looking forward to see whether vw can play to be top 2 in market
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- CY_Ng:
  unlikely
  2021-03-11
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- CY_Ng:
  all ev stock crashed
  2021-03-13
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- Sweatheart:
  Crash mean can buy from the dip now?
  2021-03-13
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查看更多 1 条评论
Anslyy
·2021-03-10
Cool
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Xav
·2021-03-10
Agreed
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Rapdog
·2021-03-10
VW is slow to the game. Playing catchup ?
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TriciaChang
·2021-03-10
Woww competition!!
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- moonlightbae:
  interesting
  2021-03-11
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Kah
·2021-03-10
Great
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chelvi
·2021-03-10
Great
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RTHS
·2021-03-10
Competition good for consumer
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- ZEROHERO:
  EV market is huge enuf for all
  2021-03-10
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- JohnM:
  agree
  2021-03-10
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This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS","media":"MarketWatch","content":"<div>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four ...\n\n<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">网页链接</a>\n\n</div>\n","source":"market_watch","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>Forget NIO and XPeng. 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This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2>MarketWatch</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four ...\n\n<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"USB","symbol_name":"美国合众银行","start_time":0,"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","article_id":"2118644879","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","pubTimestamp":1615374385,"columns":[],"sourceInfo":{"source_id":"market_watch","name":"华尔街大事件"},"weMediaInfo":null,"summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"translate_title":"忘了蔚来和Xpeng吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车行业的前两大巨头","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9},"content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":321864137,"gmtCreate":1615422902929,"gmtModify":1703488804794,"author":{"id":"3554690739454545","authorId":"3554690739454545","name":"Shifeng","avatar":"https://static.tigerbbs.com/7eba636a69f64b047187455fad28835a","vip":1,"crmLevel":6,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3554690739454545","idStr":"3554690739454545"},"htmlText":"We need to be convinced&nbsp;who have the better Fully autonomous driving technology!","listText":"We need to be convinced&nbsp;who have the better Fully autonomous driving technology!","text":"We need to be convinced who have the better Fully autonomous driving technology!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321864137","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323773350,"gmtCreate":1615381447170,"gmtModify":1703488160178,"author":{"id":"3569983505645625","authorId":"3569983505645625","name":"61be4b1d","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3569983505645625","idStr":"3569983505645625"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323773350","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323761293,"gmtCreate":1615377316112,"gmtModify":1703488104906,"author":{"id":"3575894200290768","authorId":"3575894200290768","name":"EvonneL","avatar":"https://static.tigerbbs.com/cb53b45bdf200111cb5cfc9e7900c627","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575894200290768","idStr":"3575894200290768"},"htmlText":"Like and comment pls. And buy nio. Heavy discount now.&nbsp;","listText":"Like and comment pls. And buy nio. Heavy discount now.&nbsp;","text":"Like and comment pls. And buy nio. Heavy discount now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323761293","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323784185,"gmtCreate":1615376648347,"gmtModify":1703488096464,"author":{"id":"3575840373160417","authorId":"3575840373160417","name":"Sweatheart","avatar":"https://static.tigerbbs.com/ab86ad4cc3ef27ac34dce5bd65f8701e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3575840373160417","idStr":"3575840373160417"},"htmlText":"Interesting, looking forward to see whether vw can play to be&nbsp;top 2 in market","listText":"Interesting, looking forward to see whether vw can play to be&nbsp;top 2 in market","text":"Interesting, looking forward to see whether vw can play to be top 2 in market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/323784185","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3770171,"gmtCreate":1615465022625,"gmtModify":1635755864738,"authorId":3562206499105387,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323784185,"type":1,"supId":0,"prevId":0,"content":"unlikely","text":"unlikely","html":"unlikely"},{"id":3784038,"gmtCreate":1615591485342,"gmtModify":1635755186540,"authorId":3562206499105387,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323784185,"type":1,"supId":0,"prevId":0,"content":"all ev stock crashed","text":"all ev stock crashed","html":"all ev stock crashed"},{"id":3784756,"gmtCreate":1615597403827,"gmtModify":1635755137400,"authorId":3575840373160417,"author":{"id":3575840373160417,"idStr":"3575840373160417","authorId":3575840373160417,"name":"Sweatheart","avatar":"https://static.tigerbbs.com/ab86ad4cc3ef27ac34dce5bd65f8701e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323784185,"type":1,"supId":3784038,"prevId":0,"content":"Crash mean can buy from the dip now?","text":"Crash mean can buy from the dip now?","html":"Crash mean can buy from the dip now?"},{"id":3784858,"gmtCreate":1615597962512,"gmtModify":1635755130741,"authorId":3562206499105387,"author":{"id":3562206499105387,"idStr":"3562206499105387","authorId":3562206499105387,"name":"CY_Ng","avatar":"https://static.tigerbbs.com/eba016392472f02387b5ae5505dbc524","vip":2,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":3575840373160417,"repliedAuthor":{"id":3575840373160417,"idStr":"3575840373160417","authorId":3575840373160417,"name":"Sweatheart","avatar":"https://static.tigerbbs.com/ab86ad4cc3ef27ac34dce5bd65f8701e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"objectId":323784185,"type":1,"supId":3784038,"prevId":3784756,"content":"still overvalued currently for me","text":"still overvalued currently for me","html":"still overvalued currently for me"}],"langContent":"EN"},{"id":323785643,"gmtCreate":1615376535082,"gmtModify":1703488095601,"author":{"id":"3570594690341208","authorId":"3570594690341208","name":"Anslyy","avatar":"https://static.tigerbbs.com/70edd673669436b2a03e50ddfabd03a8","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3570594690341208","idStr":"3570594690341208"},"htmlText":"Cool","listText":"Cool","text":"Cool","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323785643","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323717873,"gmtCreate":1615375413892,"gmtModify":1703488084382,"author":{"id":"3552300010636249","authorId":"3552300010636249","name":"Xav","avatar":"https://static.tigerbbs.com/0a3685fb5cad038c0cc06fad33863aeb","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3552300010636249","idStr":"3552300010636249"},"htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323717873","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323714094,"gmtCreate":1615375283718,"gmtModify":1703488082471,"author":{"id":"3570877693225065","authorId":"3570877693225065","name":"Rapdog","avatar":"https://static.tigerbbs.com/539ed1f3dfd2b609e8dafdf2714b309c","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3570877693225065","idStr":"3570877693225065"},"htmlText":"VW is slow to the game. Playing catchup ?","listText":"VW is slow to the game. Playing catchup ?","text":"VW is slow to the game. Playing catchup ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323714094","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323715447,"gmtCreate":1615375267989,"gmtModify":1703488082299,"author":{"id":"3560421500323385","authorId":"3560421500323385","name":"TriciaChang","avatar":"https://static.tigerbbs.com/5cb6619edb253a8bb8b2776c7d9b0e02","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3560421500323385","idStr":"3560421500323385"},"htmlText":"Woww competition!!","listText":"Woww competition!!","text":"Woww competition!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/323715447","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3763031,"gmtCreate":1615393653088,"gmtModify":1635756269071,"authorId":3575016656391852,"author":{"id":3575016656391852,"idStr":"3575016656391852","authorId":3575016656391852,"name":"moonlightbae","avatar":"https://static.tigerbbs.com/9e8bead30ce122327046cb50ca725a77","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323715447,"type":1,"supId":0,"prevId":0,"content":"interesting","text":"interesting","html":"interesting"}],"langContent":"EN"},{"id":323719859,"gmtCreate":1615374645571,"gmtModify":1703488073831,"author":{"id":"3574051403520128","authorId":"3574051403520128","name":"Kah","avatar":"https://static.tigerbbs.com/8152bf26b25a543a305f21dbe90acf14","vip":1,"crmLevel":12,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3574051403520128","idStr":"3574051403520128"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323719859","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323734768,"gmtCreate":1615374467354,"gmtModify":1703488070042,"author":{"id":"3576390362043433","authorId":"3576390362043433","name":"chelvi","avatar":"https://static.tigerbbs.com/a6a8a4bf7a99f1ceb457affa9db3e865","vip":1,"crmLevel":6,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3576390362043433","idStr":"3576390362043433"},"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323734768","repostId":2118644879,"repostType":4,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":323118861,"gmtCreate":1615309091553,"gmtModify":1703487229823,"author":{"id":"3573788699963679","authorId":"3573788699963679","name":"RTHS","avatar":"https://static.tigerbbs.com/7a67db1aa66a6dfb5a57beb47fd4119a","vip":1,"crmLevel":11,"crmLevelSwitch":0,"wearingBadges":[],"authorIdStr":"3573788699963679","idStr":"3573788699963679"},"htmlText":"Competition good for consumer","listText":"Competition good for consumer","text":"Competition good for consumer","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323118861","repostId":2118644879,"repostType":2,"repost":{"id":"2118644879","kind":"highlight","pubTimestamp":1615374385,"share":"https://www.laohu8.com/m/news/2118644879?lang=zh_CN&edition=full","pubTime":"2021-03-10 19:06","market":"us","language":"en","title":"Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2118644879","media":"MarketWatch","summary":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget ","content":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>","source":"market_watch","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>Forget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</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\">\nForget NIO and XPeng. This company and Tesla will be the top 2 electric-vehicle plays by 2025, says UBS<blockquote>忘记蔚来和小鹏吧。瑞银表示，到2025年，该公司和特斯拉将成为电动汽车排名前两位的公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2021-03-10 19:06\n\n</h4>\n</header>\n<article>\nTesla leads in a few critical technical areas, including software and 'ruthless engineering'<blockquote>特斯拉在一些关键技术领域处于领先地位，包括软件和“无情的工程”</blockquote> Forget NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> for the crown of most EV sales globally, according to UBS.<blockquote>忘了蔚来吧<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>,小鹏<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>，以及其他华而不实的电动汽车股票，因为在未来四年内，大众汽车将与特斯拉竞争<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>据瑞银称，它是全球电动汽车销量最多的国家。</blockquote> The Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.<blockquote>这家瑞士银行最近提高了对电动汽车采用速度的预测，目前预测到2040年电动汽车将100%渗透到汽车市场。这使得成为最具主导地位的汽车制造商的战斗价值数千亿美元。</blockquote> UBS <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.<blockquote>瑞银<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>分析师周二在与媒体举行的看涨期权上表示，他们预测未来几年内，特斯拉和大众将成为全球电动汽车销量的两大领导者。分析师预计，大众汽车最早将于明年在汽车总销量方面赶上特斯拉，届时两家公司将各自交付约120万辆汽车。</blockquote> Volkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.<blockquote>大众汽车集团是德国汽车巨头，旗下拥有奥迪、保时捷、宾利、布加迪、兰博基尼等品牌。去年，该公司超越特斯拉，成为欧洲最具主导地位的电动汽车集团，而欧洲是仅次于中国的全球最大电动汽车市场。大众汽车在这一关键地区控制着20%至25%的市场份额。</blockquote> The German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.<blockquote>这家德国集团还为寻求进军电动汽车的传统汽车制造商提供了一个典范，瑞银称大众汽车是全球汽车制造领域“最佳电动汽车转型故事”。</blockquote> \"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"<blockquote>瑞银分析师帕特里克·胡梅尔周二表示：“我们认为现在是汽车制造商全力以赴的时候了。”“这是为了尽快扩大规模，因为规模将成为盈利能力的驱动力。”</blockquote> UBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.<blockquote>瑞银预测，到2025年，电动汽车和非电动汽车的制造成本将持平，而2020年更昂贵的电动汽车的成本差异为5,000美元。届时，电动汽车的平均营业利润率应从2020年的1%增长至7%，这意味着未来四年内电动汽车和传统汽车之间的利润率将持平。</blockquote> UBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.<blockquote>瑞银分析师于3月2日将大众汽车股票的目标价从200欧元（237美元）上调至300欧元。该瑞士银行周一股价约为191欧元，相信该股在未来12个月内有上涨57%的空间。</blockquote> The key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.<blockquote>瑞银表示，大众汽车领先特斯拉的关键领域是它拥有最好的可扩展电动汽车平台。</blockquote> \"We use the analogy from the tech space, calling Tesla the Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.<blockquote>“我们用科技领域的类比，称特斯拉为苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>Hummel和其他分析师在3月2日的一份报告中写道：“由于一款令人钦佩的硬件与尖端软件生态系统的结合，未来的移动空间将成为人们关注的焦点。”</blockquote> \"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.<blockquote>“大众汽车在像三星这样的价值主张方面处于有利地位——一个因其大规模生产的高质量硬件而值得信赖的全球品牌。我们认为，这不会让大众汽车进入特斯拉的估值范围，但仍提供显着的上涨空间这里，”他们补充道。</blockquote> Tesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.<blockquote>瑞银表示，特斯拉在一些关键技术领域仍领先大众汽车。瑞银分析师表示，从长远来看，最相关的领先优势是软件，但特斯拉也凭借其集成电动动力系统、“无情的工程”、数字化和自动驾驶功能击败了大众汽车。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"USB":"美国合众银行","VLKAY":"大众汽车","TSLA":"特斯拉","NIO":"蔚来","XPEV":"小鹏集团"},"source_url":"https://www.marketwatch.com/story/forget-nio-and-xpeng-this-company-and-tesla-will-be-the-top-2-electric-vehicle-plays-by-2025-says-ubs-11615306959?siteid=yhoof2","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"2118644879","content_text":"Tesla leads in a few critical technical areas, including software and 'ruthless engineering'\nForget NIO $(NIO)$, XPeng $(XPEV)$, and other flashy electric-vehicle stocks, because within the next four years it will be Volkswagen competing with Tesla $(TSLA)$ for the crown of most EV sales globally, according to UBS.\nThe Swiss bank recently increased its forecast for how quickly electric vehicles will be adopted, and is now predicting that EVs will penetrate 100% of the automobile market by 2040. That makes the battle to be the most dominant car maker worth hundreds of billions of dollars.\nUBS $(UBS)$ analysts said in a call with members of the media on Tuesday that they predict that, within the next few years, Tesla and Volkswagen will be the two global leaders in electric-vehicle sales. The analysts expect that Volkswagen will catch up with Tesla in terms of total volume of cars sold as soon as next year, when the two companies could each deliver around 1.2 million cars.\nVolkswagen Group is a German automobile giant that owns brands including Audi, Porsche, Bentley, Bugatti, and Lamborghini. In the past year, the company has raced past Tesla to become the most dominant electric-vehicle group in Europe -- the world's largest EV market behind China. Volkswagen controls between 20% and 25% of the market share in this key region.\nThe German group also provides a model for legacy car makers looking to get into electric vehicles, with UBS calling Volkswagen the \"best EV transition story\" in the global auto manufacturing space.\n\"We think now is the time to be all-in as a car maker,\" said UBS analyst Patrick Hummel on Tuesday. \"It is about gaining scale as fast as possible, because scale is going to be a driver of profitability.\"\nUBS predicts that, by 2025, there will be manufacturing cost parity between electric and nonelectric vehicles, compared with a $5,000 cost difference in 2020 for more-expensive EVs. The average operating margin for EVs should grow to 7% by that time, from 1% in 2020 -- which means that there will be margin parity between EVs and conventional cars within the next four years.\nUBS analysts raised their target price for Volkswagen stock on Mar. 2 from EUR200 ($237) to EUR300. With the shares trading on Monday at around EUR191, the Swiss bank believes the stock has legs to climb 57% higher in the next 12 months.\nThe key area that Volkswagen leads Tesla on, according to UBS, is that it has the best scalable EV platform.\n\"We use the analogy from the tech space, calling Tesla the Apple $(AAPL)$ of the future mobility space, because of an admired piece of hardware in combination with a cutting-edge software ecosystem,\" wrote Hummel and other analysts in a report on Mar. 2.\n\"Volkswagen is well positioned for a value proposition like Samsung -- a global brand trusted for its high-quality hardware, produced at scale. This won't get VW to Tesla's valuation spheres, in our view, but still offers significant upside from here,\" they added.\nTesla still leads Volkswagen in a few critical technical areas, according to UBS. The most relevant lead for the long term is in software, but Tesla also beats out Volkswagen with its integrated electric powertrain, \"ruthless engineering,\" digitization, and autonomous driving features, said the UBS analysts.","news_type":1,"symbols_score_info":{"XPEV":0.9,"TSLA":0.9,"USB":0.9,"NIO":0.9,"VLKAY":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3760163,"gmtCreate":1615375057776,"gmtModify":1635756407665,"authorId":3566532164444643,"author":{"id":3566532164444643,"idStr":"3566532164444643","authorId":3566532164444643,"name":"ZEROHERO","avatar":"https://static.tigerbbs.com/62813b6df1c4722e559d112fadd5486a","vip":2,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323118861,"type":1,"supId":0,"prevId":0,"content":"EV market is huge enuf for all","text":"EV market is huge enuf for all","html":"EV market is huge enuf for all"},{"id":3760202,"gmtCreate":1615375525468,"gmtModify":1635756404719,"authorId":3574985450542136,"author":{"id":3574985450542136,"idStr":"3574985450542136","authorId":3574985450542136,"name":"JohnM","avatar":"https://static.tigerbbs.com/9c2ba12f0b2765e8293d3b359b6e4b6d","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":323118861,"type":1,"supId":3760163,"prevId":0,"content":"agree","text":"agree","html":"agree"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":14,"commentSize":11,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}