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特斯拉三天市值增长1,500亿美元

随着糟糕透顶的上半年结束,特斯拉CEO埃隆·马斯克现在有一些值得开心的好消息。

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RICHARD BORD—WIREIMAGE

特斯拉(Tesla)恢复了增长势头。

几个月前,埃隆·马斯克的特斯拉几乎沦为华尔街的笑柄,例如富国银行(Wells Fargo)曾讽刺它是不成长的成长股。权威人士开始质疑,在特斯拉的表现落后于标普基准指数的其他499只股票时,甚至落后于丑闻缠身的波音(Boeing),为什么还有人将它列入备受关注的“美股七雄”。

但现在情况已经发生了改变。恰逢下半年刚刚开始,特斯拉本周在短短三天时间里市值增长了高达1,500亿美元,弥补了年初至今的所有损失。

维德布什证券(Wedbush Securities)科技分析师丹·埃弗斯在周三写道:“特斯拉最糟糕的阶段已经结束,因为我们认为电动汽车需求正开始回到这家颠覆性科技巨头的手中。”它将特斯拉的目标股价从275美元上调至300美元,并重申了他的“跑赢大盘”评级。

马斯克现在又恢复了傲慢的态度,他把一个天马行空的增长目标,换成了另外一个超出常理的目标,并警告包括比尔·盖茨在内任何阻碍他实现目标的做空者都将面临“灭顶之灾”。

近两个月的大部分时间,特斯拉的股价在180美元左右盘整,而其股票在成交量大增的情况下突破200天移动均线后,多头看到了进一步上涨的空间,现在看来,它可能会打破三年下行趋势。

上月末,一个支持特斯拉的热门账户提醒粉丝们,方舟投资(ARK Invest)的凯西·伍德在2019年评价图表技术问题时曾表示“股票触底时间越长,上涨幅度越大”。马斯克马上回应说:“确实如此。”

第二季度交货量超出了下调后的预期

认为特斯拉股票已经触底并将在未来几个月继续反弹的观点,在目前显现出来的一些基本面中有所体现。

例如,特斯拉周二公布的第二季度汽车交付量,与第一季度形成了鲜明对比。第一季度的交付量甚至没有达到最悲观的预期。最近几周,在对特斯拉汽车交付量的预期持续下降后,特斯拉的汽车销量相对小幅下降,进而超出了共同预期,终于解决了这个问题。

特斯拉利润丰厚的储能业务大幅增长,其部署规模比创纪录的上一季度翻了一番以上,进一步证明了特斯拉不止是一家电动汽车公司。

直到最近,许多分析师和投资者还主张,他们需要看到特斯拉停止下调收益预期,他们对公司的信心才会有明显改善。

在特斯拉周二公布出人意料的交付量数据后,埃弗斯等多头现在认为特斯拉已经恢复了市场对于其未来增长的信心。埃弗斯曾形容第一季度的交付量是“噩梦”和“不折不扣的灾难”。

埃弗斯继续说道:“特斯拉和马斯克在第二季度的表现可谓大逆转,在全球电动汽车需求仍不稳定的情况下,华尔街曾预测特斯拉本季度的业绩一定无法达到预期,但特斯拉却在对投资者至关重要的时刻拿出了出色的业绩。”

令人痛苦的高利率预计将在今年晚些时候有所下降,CyberCab无人驾驶出租车即将在8月8日发布,而且新的入门级特斯拉汽车将在未来六个月内上市,因此特斯拉的股价将继续上涨。它甚至有可能赢回在“美股七雄”中的地位。(财富中文网)

翻译:刘进龙

审校:汪皓

特斯拉(Tesla)恢复了增长势头。

几个月前,埃隆·马斯克的特斯拉几乎沦为华尔街的笑柄,例如富国银行(Wells Fargo)曾讽刺它是不成长的成长股。权威人士开始质疑,在特斯拉的表现落后于标普基准指数的其他499只股票时,甚至落后于丑闻缠身的波音(Boeing),为什么还有人将它列入备受关注的“美股七雄”。

但现在情况已经发生了改变。恰逢下半年刚刚开始,特斯拉本周在短短三天时间里市值增长了高达1,500亿美元,弥补了年初至今的所有损失。

维德布什证券(Wedbush Securities)科技分析师丹·埃弗斯在周三写道:“特斯拉最糟糕的阶段已经结束,因为我们认为电动汽车需求正开始回到这家颠覆性科技巨头的手中。”它将特斯拉的目标股价从275美元上调至300美元,并重申了他的“跑赢大盘”评级。

马斯克现在又恢复了傲慢的态度,他把一个天马行空的增长目标,换成了另外一个超出常理的目标,并警告包括比尔·盖茨在内任何阻碍他实现目标的做空者都将面临“灭顶之灾”。

近两个月的大部分时间,特斯拉的股价在180美元左右盘整,而其股票在成交量大增的情况下突破200天移动均线后,多头看到了进一步上涨的空间,现在看来,它可能会打破三年下行趋势。

上月末,一个支持特斯拉的热门账户提醒粉丝们,方舟投资(ARK Invest)的凯西·伍德在2019年评价图表技术问题时曾表示“股票触底时间越长,上涨幅度越大”。马斯克马上回应说:“确实如此。”

第二季度交货量超出了下调后的预期

认为特斯拉股票已经触底并将在未来几个月继续反弹的观点,在目前显现出来的一些基本面中有所体现。

例如,特斯拉周二公布的第二季度汽车交付量,与第一季度形成了鲜明对比。第一季度的交付量甚至没有达到最悲观的预期。最近几周,在对特斯拉汽车交付量的预期持续下降后,特斯拉的汽车销量相对小幅下降,进而超出了共同预期,终于解决了这个问题。

特斯拉利润丰厚的储能业务大幅增长,其部署规模比创纪录的上一季度翻了一番以上,进一步证明了特斯拉不止是一家电动汽车公司。

直到最近,许多分析师和投资者还主张,他们需要看到特斯拉停止下调收益预期,他们对公司的信心才会有明显改善。

在特斯拉周二公布出人意料的交付量数据后,埃弗斯等多头现在认为特斯拉已经恢复了市场对于其未来增长的信心。埃弗斯曾形容第一季度的交付量是“噩梦”和“不折不扣的灾难”。

埃弗斯继续说道:“特斯拉和马斯克在第二季度的表现可谓大逆转,在全球电动汽车需求仍不稳定的情况下,华尔街曾预测特斯拉本季度的业绩一定无法达到预期,但特斯拉却在对投资者至关重要的时刻拿出了出色的业绩。”

令人痛苦的高利率预计将在今年晚些时候有所下降,CyberCab无人驾驶出租车即将在8月8日发布,而且新的入门级特斯拉汽车将在未来六个月内上市,因此特斯拉的股价将继续上涨。它甚至有可能赢回在“美股七雄”中的地位。(财富中文网)

翻译:刘进龙

审校:汪皓

RICHARD BORD—WIREIMAGE

RICHARD BORD—WIREIMAGE

The swagger is back in Tesla’s step.

A few months ago, Elon Musk’s company was the butt of every joke on Wall Street, a growth stock with no growth to quote Wells Fargo. Pundits began questioning why anyone still even included it among the high-flying Magnificent Seven after Tesla trailed all 499 other stocks in the benchmark S&P index—even the scandal-ridden Boeing.

No longer. Just in time for the start of the second half, Tesla has fully recouped its year-to-date losses after adding an eye-watering $150 billion in value to its market cap over the span of just three days this week.

“The worst is in the rearview mirror for Tesla as we believe the EV demand story is starting to return to the disruptive tech stalwart,” Wedbush Securities tech analyst Dan Ives wrote on Wednesday, upgrading his price target to $300 from $275 and reaffirming his “outperform” rating.

Musk is now back to his brash old self, exchanging one fantastical growth target that defies human reason for another while warning any short seller that gets in his way will be “obliterated”—Bill Gates included.

After consolidating around $180 for the better part of two months, bulls see further room for gains after the stock broke above the 200-day moving average under heavy trading volume and now looks like it could snap the three-year downward trend.

When one popular pro-Tesla account reminded the fan community late last month of the 2019 words of ARK Invest’s Cathie Wood regarding chart technicals that “the longer the base, the bigger the break out,” Musk quickly replied: “True.”

Q2 deliveries beat reduced expectations

This belief the stock has bottomed out and is poised to continue its rally in the coming months is reflected in some of the fundamentals now emerging.

Tuesday’s announcement of second-quarter vehicle deliveries for example was a stark contrast to the first quarter figures that badly missed even the most bearish of forecasts. After expectations had consistently fallen in recent weeks, Tesla finally managed to draw a line under the issue by beating consensus with a comparatively mild decline in car sales.

Massive growth in its lucrative energy storage business also helped support the argument it is not just an EV company, as deployment volumes more than doubled over the previous quarterly record.

Many analysts and investors had until recently argued they needed to see an end to the downward revisions in earnings estimates before sentiment could sustainably improve.

Following Tuesday’s deliveries surprise, bulls like Ives—who described the Q1 volumes as both a “nightmare” and “unmitigated disaster”—now believe the company has renewed the market’s faith in its growth story.

“This was a huge comeback performance from Tesla and Musk in 2Q with the Street expecting a clear miss this quarter with EV demand still choppy globally, yet Tesla delivered strong numbers at a key time for investors,” he continued.

With painfully high interest rates expected to ease later this year, the Aug. 8 reveal of the CyberCab robotaxi just around the corner, and a new entry level Tesla slated to debut around six months from now, the stock could be poised for further gains. It may even earn back its place in the pantheon of the Magnificent Seven.

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