中国销售量暴增两倍，推动特斯拉股价创新高
由于中国5月的Model 3电动汽车销量增长了两倍，特斯拉在本周一创下了949美元的历史最高收盘价。
根据中国乘用车协会的数据，特斯拉在 5 月向中国客户销售了超过11,000辆于上海制造的Model 3 电动汽车，而4 月的销量只有3,635辆。
新冠疫情后出现的需求反弹，被Wedbush分析师丹•伊夫斯称为“牛市理论向前发展的关键”。
特斯拉股价迄今累计上涨逾120%，自去年夏天以来已上涨超过340%，2月的最高股价为917美元。中国对Model 3 电动轿车的需求增加“对特斯拉来说，是黑暗中的一线曙光。”伊夫斯写道。周一的数据是“一个强有力的指标，表明在过去几个月前所未有的疲软宏观背景下，这一关键地区的需求开始上升，”他说，“我们仍然相信，随着特斯拉不断与国内外竞争对手争夺市场份额，中国的电动汽车需求将开始加速。”
据伊夫斯预计，特斯拉在全球的销量可能达到40万台，在中国的销量可能达到10万台。他同时指出，特斯拉将“继续在竞技场上占据主导地位”，这家电动汽车制造商的销量有望在2021年 “远远超过”50万辆。
不过对做空特斯拉的交易员来说,7%的上涨是个坏消息。因为此前，像安德鲁•莱福特的香橼研究、托马斯•克劳格斯的GMT Capital，以及克里斯平•奥德伊的Odey 资产管理公司等知名空头都因为公司股价的持续攀升而亏损。
特斯拉在本周一发布的一份报告中指出，因为抗击新冠疫情而采取的停产措施，让全球空气质量有所改善，这对电动汽车来说是一大福音。报告中还表示，“考虑到电动汽车对空气质量的积极影响，在不久的将来，很多城市里可能只会出现电动汽车。”（财富中文网）
编译：于佳鑫
由于中国5月的Model 3电动汽车销量增长了两倍，特斯拉在本周一创下了949美元的历史最高收盘价。
根据中国乘用车协会的数据，特斯拉在 5 月向中国客户销售了超过11,000辆于上海制造的Model 3 电动汽车，而4 月的销量只有3,635辆。
新冠疫情后出现的需求反弹，被Wedbush分析师丹•伊夫斯称为“牛市理论向前发展的关键”。
特斯拉股价迄今累计上涨逾120%，自去年夏天以来已上涨超过340%，2月的最高股价为917美元。中国对Model 3 电动轿车的需求增加“对特斯拉来说，是黑暗中的一线曙光。”伊夫斯写道。周一的数据是“一个强有力的指标，表明在过去几个月前所未有的疲软宏观背景下，这一关键地区的需求开始上升，”他说，“我们仍然相信，随着特斯拉不断与国内外竞争对手争夺市场份额，中国的电动汽车需求将开始加速。”
据伊夫斯预计，特斯拉在全球的销量可能达到40万台，在中国的销量可能达到10万台。他同时指出，特斯拉将“继续在竞技场上占据主导地位”，这家电动汽车制造商的销量有望在2021年 “远远超过”50万辆。
不过对做空特斯拉的交易员来说,7%的上涨是个坏消息。因为此前，像安德鲁•莱福特的香橼研究、托马斯•克劳格斯的GMT Capital，以及克里斯平•奥德伊的Odey 资产管理公司等知名空头都因为公司股价的持续攀升而亏损。
特斯拉在本周一发布的一份报告中指出，因为抗击新冠疫情而采取的停产措施，让全球空气质量有所改善，这对电动汽车来说是一大福音。报告中还表示，“考虑到电动汽车对空气质量的积极影响，在不久的将来，很多城市里可能只会出现电动汽车。”（财富中文网）
编译：于佳鑫
Good news for Tesla bulls: The Elon Musk–led company just hit a new record high, closing over $949 on Monday, in part on news that the electric-vehicle maker tripled its Model 3 sales in China in May amid a boost in demand.
Sales of Tesla's Model 3 vehicle made in Shanghai topped 11,000 vehicles in May versus 3,635 in April, according to a report by the China Passenger Car Association (CPCA).
That bounce back in demand, after a rough couple of months because of the coronavirus, is what Wedbush's Dan Ives calls "a linchpin to the bull thesis moving forward."
That bull thesis seems to be getting more traction lately, as the stock has skyrocketed over 120% year to date and is up over 340% since last summer. The stock's previous high was $917 in February. Improving demand in China for the Model 3 "remains a ray of light for Tesla in a dark global macro," writes Ives. Indeed, the numbers on Monday are "a very strong indicator that demand in this key region is starting to ramp after an unprecedented soft macro backdrop and pandemic over the past few months," according to Ives, and he says, "We continue to believe EV demand in China is starting to accelerate with Tesla competing with a number of domestic and international competitors for market share."
Moving forward, Tesla could reach sales of 400,000 units globally (down from estimates of 550,000 before COVID-19), and about 100,000 in China, Ives estimates. He notes Tesla "continues to dominate the arena," and he believes the electric-vehicle maker is on track to deliver "well over" 500,000 vehicles in 2021—with Model 3 "leading the charge and China a key market on the other side of this dark valley."
Monday's 7% pop was more bad news for Tesla short-sellers, as in the past prominent bears like Andrew Left's Citron Research, funds at Tom Claugus’s GMT Capital, and Crispin Odey's Odey Asset Management have previously lost out as the company's stock continues to climb.
Also on Monday, Tesla pointed to improvements in air quality because of coronavirus-related shutdowns (which Musk previously called "fascist") as a potential boon for electric vehicles, in a report released Monday. "It is not hard to imagine that many cities could become electric-only in the near future as they begin to witness the impact that ICE vehicles have on air quality," Tesla said in the report.
