下周二，华尔街要马斯克说清楚！_老虎社区_美港股上老虎

下周二，华尔街要马斯克说清楚！

华尔街见闻04-19

市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。马斯克周二在...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

Johnsonk
·04-19
马斯克表示，老子就不说，你们爱咋滴咋滴
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- Johnsonk:
  这个逼人早就可以优化掉了
  04-19
  回复
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- 雁门关向东二万五千里:
  不说就滚蛋，他现在只有13%的股权，股东可以联合罢免他。
  04-19
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MTM20240312
·04-19
老马真不容易，投资者赚钱的时候都不找人家说清楚吗
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- 雁门关向东二万五千里:
  没有投资者支持，他啥也不是？特斯拉的两万个充电站都是抵押贷款建的，
  04-19
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11:05","market":"us","language":"zh","title":"下周二，华尔街要马斯克说清楚！","url":"https://stock-news.laohu8.com/highlight/detail?id=2428531508","media":"华尔街见闻","summary":"市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。","content":"<html><head></head><body><blockquote><p>市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。</p></blockquote><p style=\"text-align: justify;\">股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？</p><p style=\"text-align: justify;\">眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。<strong>马斯克周二在社交媒体平台 X 上表示：“全力推进自动化驾驶是明智之举。其他所有方案都像是马车技术的变种。”</strong></p><p style=\"text-align: justify;\">不过，投资者却对特斯拉和马斯克本人感到不满：特斯拉的股价今年以来已下跌39%，其中自4月4日以来下跌超9%，当时有报道称马斯克取消了Model 2的生产计划，马斯克对此予以否认，并宣布特斯拉将于8月8日推出Robotaxi。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d978cc3a2f88b9ce0cac5ccda3d735b6\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>投资者与马斯克之间的紧张关系源于市场上广泛持有这样一种观点，即Model 2将在未来几年为特斯拉贡献约一半的收入，以及怀疑Robotaxi远未准备好商业化。</strong>Wedbush证券分析师Dan Ives在周三的一份报告中对马斯克的规划泼了冷水。Ives表示，马斯克需要尽快推出Model 2。他写道：“我们认为，如果未来18个月内特斯拉没有推出Model 2，将是一场灾难性的赌博，可能会改变特斯拉未来几年的增长故事。”</p><p style=\"text-align: justify;\">除此之外，种种迹象也在向投资者发出警报。华尔街见闻此前文章提到，特斯拉于近期全球裁员超10%，FSD订阅月费降价50%，最新产品Cybertruck交付暂停并疑似出现加速器堵塞问题。</p><p style=\"text-align: justify;\">不过，也有许多华尔街分析师认为特斯拉没有放弃Model 2。特斯拉多头、The Future Fund的管理合伙人Gary Black说，他预期马斯克会在下周二的财报会上说Model 2正在进行中。Black还称特斯拉方面的消息来源告诉他，Model 2将于2026年开始生产。投资银行Jefferies的行业分析师Philippe Houchois也说，他同样期待马斯克会说特斯拉正在同时开发Model 2和Robotaxi。巴克莱分析师Dan Levy在给客户的报告中表示，马斯克可能担心，如果他过多地谈论Model 2，客户可能会推迟购买其他特斯拉车型，而等待价格更便宜的车型。</p><p style=\"text-align: justify;\">Houchois还表示，马斯克之所以强调Robotaxi，可能是因为他认为Robotaxi比单纯销售电动汽车更有利可图，从而提振公司股价。</p><p style=\"text-align: justify;\">不管怎样，华尔街现在迫切希望马斯克把他关于Model 2和Robotaxi的想法说清楚。</p></body></html>","source":"wallstreetcn_hot_news","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>下周二，华尔街要马斯克说清楚！</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n下周二，华尔街要马斯克说清楚！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713102><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。马斯克周二在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713102\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/458a48ce24c55579b3ae65ffbbf03be9","relate_stocks":{"BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3713102","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428531508","content_text":"市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。马斯克周二在社交媒体平台 X 上表示：“全力推进自动化驾驶是明智之举。其他所有方案都像是马车技术的变种。”不过，投资者却对特斯拉和马斯克本人感到不满：特斯拉的股价今年以来已下跌39%，其中自4月4日以来下跌超9%，当时有报道称马斯克取消了Model 2的生产计划，马斯克对此予以否认，并宣布特斯拉将于8月8日推出Robotaxi。投资者与马斯克之间的紧张关系源于市场上广泛持有这样一种观点，即Model 2将在未来几年为特斯拉贡献约一半的收入，以及怀疑Robotaxi远未准备好商业化。Wedbush证券分析师Dan Ives在周三的一份报告中对马斯克的规划泼了冷水。Ives表示，马斯克需要尽快推出Model 2。他写道：“我们认为，如果未来18个月内特斯拉没有推出Model 2，将是一场灾难性的赌博，可能会改变特斯拉未来几年的增长故事。”除此之外，种种迹象也在向投资者发出警报。华尔街见闻此前文章提到，特斯拉于近期全球裁员超10%，FSD订阅月费降价50%，最新产品Cybertruck交付暂停并疑似出现加速器堵塞问题。不过，也有许多华尔街分析师认为特斯拉没有放弃Model 2。特斯拉多头、The Future Fund的管理合伙人Gary Black说，他预期马斯克会在下周二的财报会上说Model 2正在进行中。Black还称特斯拉方面的消息来源告诉他，Model 2将于2026年开始生产。投资银行Jefferies的行业分析师Philippe Houchois也说，他同样期待马斯克会说特斯拉正在同时开发Model 2和Robotaxi。巴克莱分析师Dan Levy在给客户的报告中表示，马斯克可能担心，如果他过多地谈论Model 2，客户可能会推迟购买其他特斯拉车型，而等待价格更便宜的车型。Houchois还表示，马斯克之所以强调Robotaxi，可能是因为他认为Robotaxi比单纯销售电动汽车更有利可图，从而提振公司股价。不管怎样，华尔街现在迫切希望马斯克把他关于Model 2和Robotaxi的想法说清楚。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":296934953685064,"gmtCreate":1713522619252,"gmtModify":1713522623414,"authorId":3563357612600728,"author":{"id":3563357612600728,"authorId":3563357612600728,"name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":296835821654144,"type":1,"supId":296934595772488,"prevId":0,"content":"这个逼人早就可以优化掉了","text":"这个逼人早就可以优化掉了","html":"这个逼人早就可以优化掉了"},{"id":296934595772488,"gmtCreate":1713522531861,"gmtModify":1713522566977,"authorId":4092177932484180,"author":{"id":4092177932484180,"authorId":4092177932484180,"name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":296835821654144,"type":1,"supId":0,"prevId":0,"content":"不说就滚蛋，他现在只有13%的股权，股东可以联合罢免他。","text":"不说就滚蛋，他现在只有13%的股权，股东可以联合罢免他。","html":"不说就滚蛋，他现在只有13%的股权，股东可以联合罢免他。"}],"langContent":"CN"},{"id":296801421230360,"gmtCreate":1713498977491,"gmtModify":1713498979566,"author":{"id":"4173359273343622","authorId":"4173359273343622","name":"MTM20240312","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1},"htmlText":"老马真不容易，投资者赚钱的时候都不找人家说清楚吗","listText":"老马真不容易，投资者赚钱的时候都不找人家说清楚吗","text":"老马真不容易，投资者赚钱的时候都不找人家说清楚吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/296801421230360","repostId":2428531508,"repostType":4,"repost":{"id":"2428531508","pubTimestamp":1713495909,"share":"https://www.laohu8.com/m/news/2428531508?lang=&edition=full","pubTime":"2024-04-19 11:05","market":"us","language":"zh","title":"下周二，华尔街要马斯克说清楚！","url":"https://stock-news.laohu8.com/highlight/detail?id=2428531508","media":"华尔街见闻","summary":"市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。","content":"<html><head></head><body><blockquote><p>市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。</p></blockquote><p style=\"text-align: justify;\">股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？</p><p style=\"text-align: justify;\">眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。<strong>马斯克周二在社交媒体平台 X 上表示：“全力推进自动化驾驶是明智之举。其他所有方案都像是马车技术的变种。”</strong></p><p style=\"text-align: justify;\">不过，投资者却对特斯拉和马斯克本人感到不满：特斯拉的股价今年以来已下跌39%，其中自4月4日以来下跌超9%，当时有报道称马斯克取消了Model 2的生产计划，马斯克对此予以否认，并宣布特斯拉将于8月8日推出Robotaxi。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d978cc3a2f88b9ce0cac5ccda3d735b6\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\"><strong>投资者与马斯克之间的紧张关系源于市场上广泛持有这样一种观点，即Model 2将在未来几年为特斯拉贡献约一半的收入，以及怀疑Robotaxi远未准备好商业化。</strong>Wedbush证券分析师Dan Ives在周三的一份报告中对马斯克的规划泼了冷水。Ives表示，马斯克需要尽快推出Model 2。他写道：“我们认为，如果未来18个月内特斯拉没有推出Model 2，将是一场灾难性的赌博，可能会改变特斯拉未来几年的增长故事。”</p><p style=\"text-align: justify;\">除此之外，种种迹象也在向投资者发出警报。华尔街见闻此前文章提到，特斯拉于近期全球裁员超10%，FSD订阅月费降价50%，最新产品Cybertruck交付暂停并疑似出现加速器堵塞问题。</p><p style=\"text-align: justify;\">不过，也有许多华尔街分析师认为特斯拉没有放弃Model 2。特斯拉多头、The Future Fund的管理合伙人Gary Black说，他预期马斯克会在下周二的财报会上说Model 2正在进行中。Black还称特斯拉方面的消息来源告诉他，Model 2将于2026年开始生产。投资银行Jefferies的行业分析师Philippe Houchois也说，他同样期待马斯克会说特斯拉正在同时开发Model 2和Robotaxi。巴克莱分析师Dan Levy在给客户的报告中表示，马斯克可能担心，如果他过多地谈论Model 2，客户可能会推迟购买其他特斯拉车型，而等待价格更便宜的车型。</p><p style=\"text-align: justify;\">Houchois还表示，马斯克之所以强调Robotaxi，可能是因为他认为Robotaxi比单纯销售电动汽车更有利可图，从而提振公司股价。</p><p style=\"text-align: justify;\">不管怎样，华尔街现在迫切希望马斯克把他关于Model 2和Robotaxi的想法说清楚。</p></body></html>","source":"wallstreetcn_hot_news","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>下周二，华尔街要马斯克说清楚！</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; 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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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n下周二，华尔街要马斯克说清楚！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3713102><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。马斯克周二在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3713102\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/458a48ce24c55579b3ae65ffbbf03be9","relate_stocks":{"BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓"},"source_url":"https://wallstreetcn.com/articles/3713102","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2428531508","content_text":"市场认为Model 2将在未来几年为特斯拉贡献约一半的收入，并怀疑Robotaxi远未准备好商业化。如果现在Model 2被取消或推迟，需要特斯拉给出明确的营收增长点。股价“跌跌不休”之际，市场预计下周二发布的一季报不及预期，特斯拉还能重振市场信心吗？眼下，特斯拉CEO马斯克正誓言要加快推动Robotaxi（全自动驾驶出租车）的开发进程，并延期推出面向大众市场的Model 2车型。马斯克周二在社交媒体平台 X 上表示：“全力推进自动化驾驶是明智之举。其他所有方案都像是马车技术的变种。”不过，投资者却对特斯拉和马斯克本人感到不满：特斯拉的股价今年以来已下跌39%，其中自4月4日以来下跌超9%，当时有报道称马斯克取消了Model 2的生产计划，马斯克对此予以否认，并宣布特斯拉将于8月8日推出Robotaxi。投资者与马斯克之间的紧张关系源于市场上广泛持有这样一种观点，即Model 2将在未来几年为特斯拉贡献约一半的收入，以及怀疑Robotaxi远未准备好商业化。Wedbush证券分析师Dan Ives在周三的一份报告中对马斯克的规划泼了冷水。Ives表示，马斯克需要尽快推出Model 2。他写道：“我们认为，如果未来18个月内特斯拉没有推出Model 2，将是一场灾难性的赌博，可能会改变特斯拉未来几年的增长故事。”除此之外，种种迹象也在向投资者发出警报。华尔街见闻此前文章提到，特斯拉于近期全球裁员超10%，FSD订阅月费降价50%，最新产品Cybertruck交付暂停并疑似出现加速器堵塞问题。不过，也有许多华尔街分析师认为特斯拉没有放弃Model 2。特斯拉多头、The Future Fund的管理合伙人Gary Black说，他预期马斯克会在下周二的财报会上说Model 2正在进行中。Black还称特斯拉方面的消息来源告诉他，Model 2将于2026年开始生产。投资银行Jefferies的行业分析师Philippe Houchois也说，他同样期待马斯克会说特斯拉正在同时开发Model 2和Robotaxi。巴克莱分析师Dan Levy在给客户的报告中表示，马斯克可能担心，如果他过多地谈论Model 2，客户可能会推迟购买其他特斯拉车型，而等待价格更便宜的车型。Houchois还表示，马斯克之所以强调Robotaxi，可能是因为他认为Robotaxi比单纯销售电动汽车更有利可图，从而提振公司股价。不管怎样，华尔街现在迫切希望马斯克把他关于Model 2和Robotaxi的想法说清楚。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":296935926542432,"gmtCreate":1713522929510,"gmtModify":1713522933427,"authorId":4092177932484180,"author":{"id":4092177932484180,"authorId":4092177932484180,"name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/f8028d384edafa7b6d189626466fbab1","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":296801421230360,"type":1,"supId":0,"prevId":0,"content":"没有投资者支持，他啥也不是？特斯拉的两万个充电站都是抵押贷款建的，","text":"没有投资者支持，他啥也不是？特斯拉的两万个充电站都是抵押贷款建的，","html":"没有投资者支持，他啥也不是？特斯拉的两万个充电站都是抵押贷款建的，"}],"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}