社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
KlinsmannMCW
IP属地：未知
+关注
帖子 · 8
帖子 · 8
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
KlinsmannMCW
KlinsmannMCW
·
2021-02-17
like and comment plz
Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>
Speculation about an all-electric, self-driving car produced by Apple just won’t die. Now Japanese c
Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>
看
2,925
回复
1
点赞
4
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-16
haha
非常抱歉，此主贴已删除
看
2,013
回复
1
点赞
点赞
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-16
well done
非常抱歉，此主贴已删除
看
1,869
回复
评论
点赞
2
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-15
like and comment plz
非常抱歉，此主贴已删除
看
2,922
回复
1
点赞
2
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-15
Like and comment me plz
非常抱歉，此主贴已删除
看
2,221
回复
1
点赞
5
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-14
like and comment plz
非常抱歉，此主贴已删除
看
2,100
回复
评论
点赞
2
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-14
like and comment plz
非常抱歉，此主贴已删除
看
1,771
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
KlinsmannMCW
KlinsmannMCW
·
2021-02-14
like and comment plz
非常抱歉，此主贴已删除
看
2,198
回复
1
点赞
2
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3562180773802317","uuid":"3562180773802317","gmtCreate":1599086750964,"gmtModify":1611540353323,"name":"KlinsmannMCW","pinyin":"klinsmannmcw","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":15,"tweetSize":8,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":11,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":385601771,"gmtCreate":1613537452793,"gmtModify":1634553243626,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"like and comment plz","listText":"like and comment plz","text":"like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/385601771","repostId":"1106575642","repostType":4,"repost":{"id":"1106575642","kind":"news","pubTimestamp":1613532872,"share":"https://www.laohu8.com/m/news/1106575642?lang=zh_CN&edition=full","pubTime":"2021-02-17 11:34","market":"us","language":"en","title":"Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1106575642","media":"Barrons","summary":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese c","content":"<p>Speculation about an all-electric, self-driving car produced by Apple just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar 引发了许多华尔街研究报告，但很少有确切的数字表明苹果 (AAPL) 的进入对全球汽车行业可能意味着什么。此外，科技分析师和汽车分析师对苹果汽车的含义略有不同。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>12 月，苹果潜在汽车的消息浮出水面。这些报告受到了科技和汽车分析师的认真对待，因为苹果多年来一直有汽车野心，而且苹果规模庞大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括地球上最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车(005380.Korea)、起亚汽车(000270.Korea)以及美国。据报道，电动汽车初创公司 Canoo (GOEV) 都与苹果有关。日产是最新一家被关联的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。苹果周二没有立即对日产的报道发表评论。</blockquote></p><p> Outside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响外，汽车股并没有对 iCar 新闻做出真正的反应。狼来了是一个原因：反复的猜测并没有带来任何具体的结果。当然，苹果汽车还需要数年时间--这也是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车无关紧要，也不意味着潜在合作的消息可以被打折扣。Wedbush 分析师 Dan Ives 预计将于 2021 年正式宣布。“艾夫斯在周一的一份研究报告中写道：”目前，苹果在未来几年内加入电动汽车竞赛只是一个时间问题，而不是是否会。他认为苹果有 85% 的可能性在三到六个月内发布公告，评级现代和大众汽车 (VO.Germany) 是他与苹果合作的首选。</blockquote></p><p> Hyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这也是艾夫斯认为现代汽车是一种可能性的原因之一，尽管包括通用汽车（GM）在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车野心。它也是 QuantumScape (QS) 的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺更低的成本、更好的安全性、更快的充电速度和更大的续航里程。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要关注科技股。他报道了苹果，将股票评级为跑赢大盘，并将股票目标价定为 175 美元。他还报道了特尔萨股票，对该股进行了持有评级，目标价为 950 美元。伯恩斯坦分析师托尼·萨科纳吉 (Toni Sacconaghi) 也涵盖了这两方面。他给予苹果股票持有评级，并将股价目标定为 132 美元。不过，他更看淡特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年 50% 的销量增长目标。“萨科纳吉在最近的一份研究报告中写道：”汽车市场历来高度分散，有强烈的地区性品牌和偏好。“我们不确定，在大量的新竞争和新进入的情况下，市场最终是否会变得更加整合和/或出现一个超大的赢家”。</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股目标价定为 180 美元，远低于股价。</blockquote></p><p> Morgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师 Adam Jonas 报道的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为 880 美元。苹果汽车的进入可以加速电动汽车的普及率，这将使所有电动汽车制造商受益。此外，Jonas 在最近的一份研究报告中写道，特斯拉 “可以在苹果出现之前，再迭代四五年行业领先的电池技术”。“但在某些时候，当今的电动汽车玩家必须分享沙盒”。</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.</p><p><blockquote>然而，更多的电动汽车企业不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas 还推荐通用汽车和供应商 Aptiv (APTV) 的股票，以接触电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 也关注汽车股。他和乔纳斯一样，对通用汽车和安波福股票给予买入评级，但对特斯拉股票给予持有评级。对于 Spak 来说，苹果汽车的出现凸显了汽车制造商以更快速度适应的必要性。“斯帕克在最近的一份研究报告中写道：”否则，无论是苹果还是其他人，他们都可能被抛在后面。</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎对 iCar 不太相信：它将是一款优质自动驾驶产品，并且将由现有汽车制造商制造。这对苹果股票来说是个好消息，但可能不会对现有行业造成太大的破坏性——最初的销量会很小，而且会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将促使现有企业做出改进。时间会证明这个行业是否会发展。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎也没有对股市造成太大冲击。特斯拉股价周二下跌 2.4%。苹果股价下跌 1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple iCar Speculation Continues. How Tech and Auto Analysts See the Car.<blockquote>苹果 iCar 猜测仍在继续。科技和汽车分析师如何看待汽车。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-02-17 11:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Speculation about an all-electric, self-driving car produced by Apple just won’t die.</p><p><blockquote>关于苹果生产的全电动自动驾驶汽车的猜测不会消失。</blockquote></p><p> Now Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.</p><p><blockquote>现在，日本汽车制造商日产汽车（股票代码：7201.Japan）否认了有关其正在洽谈成为苹果品牌汽车制造商的报道。iCar 引发了许多华尔街研究报告，但很少有确切的数字表明苹果 (AAPL) 的进入对全球汽车行业可能意味着什么。此外，科技分析师和汽车分析师对苹果汽车的含义略有不同。</blockquote></p><p> News of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).</p><p><blockquote>12 月，苹果潜在汽车的消息浮出水面。这些报告受到了科技和汽车分析师的认真对待，因为苹果多年来一直有汽车野心，而且苹果规模庞大。这家科技巨头的市值大致相当于全球所有汽车制造商的市值总和。其中包括地球上最有价值的汽车公司：特斯拉（TSLA）。</blockquote></p><p> Hyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.</p><p><blockquote>现代汽车(005380.Korea)、起亚汽车(000270.Korea)以及美国。据报道，电动汽车初创公司 Canoo (GOEV) 都与苹果有关。日产是最新一家被关联的汽车公司。路透社报道日产否认与苹果合作后，日产股价周一下跌近3%。</blockquote></p><p> Apple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.</p><p><blockquote>苹果和汽车公司尚未对苹果的汽车计划发表评论。苹果周二没有立即对日产的报道发表评论。</blockquote></p><p> Outside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.</p><p><blockquote>除了对与苹果直接相关的汽车公司的暂时影响外，汽车股并没有对 iCar 新闻做出真正的反应。狼来了是一个原因：反复的猜测并没有带来任何具体的结果。当然，苹果汽车还需要数年时间--这也是汽车投资者目前不太担心的另一个原因。</blockquote></p><p> That doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.</p><p><blockquote>这并不意味着苹果汽车无关紧要，也不意味着潜在合作的消息可以被打折扣。Wedbush 分析师 Dan Ives 预计将于 2021 年正式宣布。“艾夫斯在周一的一份研究报告中写道：”目前，苹果在未来几年内加入电动汽车竞赛只是一个时间问题，而不是是否会。他认为苹果有 85% 的可能性在三到六个月内发布公告，评级现代和大众汽车 (VO.Germany) 是他与苹果合作的首选。</blockquote></p><p> Hyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.</p><p><blockquote>现代汽车拥有自己的模块化电动汽车平台。这也是艾夫斯认为现代汽车是一种可能性的原因之一，尽管包括通用汽车（GM）在内的其他汽车制造商也有类似的电动汽车开发方法。就大众汽车而言，它有着远大的电动汽车野心。它也是 QuantumScape (QS) 的大股东，该公司是固态锂阳极电动汽车电池的先驱。这些电池承诺更低的成本、更好的安全性、更快的充电速度和更大的续航里程。这两件事都可能使大众汽车对合作伙伴具有吸引力。</blockquote></p><p> Ives covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”</p><p><blockquote>艾夫斯主要关注科技股。他报道了苹果，将股票评级为跑赢大盘，并将股票目标价定为 175 美元。他还报道了特尔萨股票，对该股进行了持有评级，目标价为 950 美元。伯恩斯坦分析师托尼·萨科纳吉 (Toni Sacconaghi) 也涵盖了这两方面。他给予苹果股票持有评级，并将股价目标定为 132 美元。不过，他更看淡特斯拉。他认为，苹果汽车将使特斯拉更难实现未来几年平均每年 50% 的销量增长目标。“萨科纳吉在最近的一份研究报告中写道：”汽车市场历来高度分散，有强烈的地区性品牌和偏好。“我们不确定，在大量的新竞争和新进入的情况下，市场最终是否会变得更加整合和/或出现一个超大的赢家”。</blockquote></p><p> That’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.</p><p><blockquote>在他看来，这对特斯拉来说是个坏消息。他将特斯拉股票评级为卖出，并将该股目标价定为 180 美元，远低于股价。</blockquote></p><p> Morgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”</p><p><blockquote>摩根士丹利分析师 Adam Jonas 报道的是汽车，而不是苹果。但他看好特斯拉股票，给予该股买入评级，目标价为 880 美元。苹果汽车的进入可以加速电动汽车的普及率，这将使所有电动汽车制造商受益。此外，Jonas 在最近的一份研究报告中写道，特斯拉 “可以在苹果出现之前，再迭代四五年行业领先的电池技术”。“但在某些时候，当今的电动汽车玩家必须分享沙盒”。</blockquote></p><p> More EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.</p><p><blockquote>然而，更多的电动汽车企业不足以动摇他对特斯拉股票的信心。除了特斯拉之外，Jonas 还推荐通用汽车和供应商 Aptiv (APTV) 的股票，以接触电动汽车主题。</blockquote></p><p> RBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.</p><p><blockquote>加拿大皇家银行分析师乔·斯帕克 (Joe Spak) 也关注汽车股。他和乔纳斯一样，对通用汽车和安波福股票给予买入评级，但对特斯拉股票给予持有评级。对于 Spak 来说，苹果汽车的出现凸显了汽车制造商以更快速度适应的必要性。“斯帕克在最近的一份研究报告中写道：”否则，无论是苹果还是其他人，他们都可能被抛在后面。</blockquote></p><p></p><p> Overall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.</p><p><blockquote>总体而言，华尔街似乎对 iCar 不太相信：它将是一款优质自动驾驶产品，并且将由现有汽车制造商制造。这对苹果股票来说是个好消息，但可能不会对现有行业造成太大的破坏性——最初的销量会很小，而且会提高消费者对电动汽车的兴趣。更重要的是，苹果汽车的消息将促使现有企业做出改进。时间会证明这个行业是否会发展。</blockquote></p><p> Apple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.</p><p><blockquote>苹果汽车新闻似乎也没有对股市造成太大冲击。特斯拉股价周二下跌 2.4%。苹果股价下跌 1.6%。相比之下，标准普尔500指数下跌约0.1%，道琼斯工业平均指数上涨约0.2%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","GM":"通用汽车","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-icar-ev-speculation-nissan-tesla-51613492754?mod=hp_LEAD_4","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106575642","content_text":"Speculation about an all-electric, self-driving car produced by Apple just won’t die.\nNow Japanese car maker Nissan Motor(ticker: 7201.Japan) has denied reports that it is in talks to be the builder of an Apple-branded vehicle. The iCar has resulted in a lot of Wall Street research reports, but few hard numbers about what an Apple(AAPL) entry might mean for the global car business. What’s more, tech and car analysts have slightly different takes on what the Apple car means.\nNews of a potential Apple car surfaced in December. Those reports were taken seriously by both tech and car analysts because Apple has had car ambitions stretching back years—and because Apple is huge. The tech giant has a market capitalization roughly equal to the market cap of all car makers on the globe, combined. That includes the most valuable car company on the planet:Tesla(TSLA).\nHyundai Motor(005380.Korea),Kia Motors(000270.Korea), as well as U.S. EVstart-up Canoo(GOEV), have all been tied to Apple in reports. Nissan is the latest car company to be linked. Nissan stock fell almost 3% Monday after Reuters reported Nissan’s denial it was working with Apple.\nApple, and the car companies, haven’t commented on Apple’s car plans. Apple wasn’t immediately available to comment on Nissan reports on Tuesday.\nOutside of temporary impacts on car companies directly linked to Apple, car stocks aren’t really reacting to iCar news. Crying wolf is one reason: Nothing concrete has come from repeated speculation. And of course, an Apple car would be years away—another reason auto investors aren’t too concerned for the moment.\nThat doesn’t mean an Apple car won’t matter, or that news of potential partnerships can be discounted. Wedbush analyst Dan Ives expects a formal announcement in 2021. “At this point it’s a matter of when, not if, Apple will enter the EV race over the next few years,” wrote Ives in a Monday research report. He assigns an 85% probability that Apple will make an announcement in three to six months and calls Hyundai and Volkswagen(VOW.Germany) his top two choices for an Apple partnership.\nHyundai has its own modular EV platform. That’s one reason Ives likes Hyundai as a possibility, although other auto makers, including General Motors(GM), have similar approaches to electric-vehicle development. Volkswagen, for its part, has big EV ambitions. It is also a large shareholder of QuantumScape(QS), which is pioneering solid-state, lithium anode EV batteries. Those batteries promise lower cost, better safety, faster charging, and more range. Both things could make Volkswagen attractive to a partner.\nIves covers mainly technology stocks. He covers Apple, rating shares outperform and has a $175 price target for shares. He also covers Telsa stock, rating shares Hold with a $950 price target for shares. Bernstein analyst Toni Sacconaghi, covers both as well. He rates Apple stock Hold and has a $132 price target for shares. He is more bearish on Tesla though. He believes an Apple car would make it harder for Tesla to meet its volume growth goal of 50% a year on average for the next few years. “The automotive market has historically been highly fragmented, with strong regional brands and preferences,” wrote Sacconaghi in a recent research report. “It is uncertain to us that amid massive new competition and entry, the market will ultimately become more consolidated and/or have one outsized winner.”\nThat’s bad news for Tesla in his mind. He rates Tesla shares Sell and has a $180 price target for the stock, well below where shares are trading.\nMorgan Stanley analyst Adam Jonas covers cars and not Apple. But he is bullish on Tesla stock, rating shares Buy with an $880 price target. An Apple car entry could speed EV penetration, which would benefit all EV makers. In addition, Tesla “can iterate industry-leading battery technology for another four or five years before Apple may be on the scene,” wrote Jonas in a recent research report. “But at some point, today’s EV players must share the sandbox.”\nMore EV players, however, aren’t enough to shake his confidence in Tesla stock. In addition to Tesla, Jonas recommends stock in GM and supplier Aptiv(APTV) to get exposure to the EV theme.\nRBC analyst Joe Spak also covers car stocks. He, like Jonas, rates GM and Aptiv stock Buy but rates Tesla stock Hold. The emergence of an Apple car, for Spak, highlights the need for car makers to adapt at faster rates. “Otherwise they could get left behind, whether it’s by Apple or someone else,” wrote Spak in a recent research report.\nOverall, Wall Street appears to believe few things about the iCar: It will be a premium self-driving product, and will be built by an existing auto maker. It is good news for Apple stock, but it might not be that disruptive to the existing industry—initial volumes will be small, and it will boost consumer interest in EVs. What’s more, news of an Apple car will drive incumbents to improve. Time will tell if that turns out to be how the industry develops.\nApple car news, again, doesn’t appear to be hitting stocks all that much. Tesla stock is down 2.4% on Tuesday. Apple stock is down 1.6%. The S&P 500,for comparison, is down about 0.1% and the Dow Jones Industrial Average is up about 0.2%.","news_type":1,"symbols_score_info":{"GM":0.9,"TSLA":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382544955,"gmtCreate":1613470280277,"gmtModify":1634553552820,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"haha","listText":"haha","text":"haha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382544955","repostId":"2111835168","repostType":4,"isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382545747,"gmtCreate":1613470268989,"gmtModify":1634553553067,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"well done","listText":"well done","text":"well done","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382545747","repostId":"2111838268","repostType":4,"isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382370982,"gmtCreate":1613372593746,"gmtModify":1634553821321,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"like and comment plz","listText":"like and comment plz","text":"like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382370982","repostId":"1179092967","repostType":4,"isVote":1,"tweetType":1,"viewCount":2922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":382370002,"gmtCreate":1613372565506,"gmtModify":1634553821448,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"Like and comment me plz","listText":"Like and comment me plz","text":"Like and comment me plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/382370002","repostId":"2110904027","repostType":4,"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386737216,"gmtCreate":1613272614335,"gmtModify":1634554053145,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"like and comment plz","listText":"like and comment plz","text":"like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386737216","repostId":"2110204192","repostType":4,"isVote":1,"tweetType":1,"viewCount":2100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386737110,"gmtCreate":1613272598230,"gmtModify":1634554053516,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"like and comment plz","listText":"like and comment plz","text":"like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386737110","repostId":"2110200430","repostType":4,"isVote":1,"tweetType":1,"viewCount":1771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":386737398,"gmtCreate":1613272585514,"gmtModify":1634554053641,"author":{"id":"3562180773802317","authorId":"3562180773802317","name":"KlinsmannMCW","avatar":"https://static.tigerbbs.com/0f7752e194abe9a2ec7c8dae4bf1a574","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562180773802317","authorIdStr":"3562180773802317"},"themes":[],"title":"","htmlText":"like and comment plz","listText":"like and comment plz","text":"like and comment plz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/386737398","repostId":"2110026963","repostType":4,"isVote":1,"tweetType":1,"viewCount":2198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}