为什么说现在不能买特斯拉？三大理由！

英为财情2021-08-05

最近，特斯拉似乎魔力尽失了。特斯拉的股票不再对每一个积极的因素都作出疯狂的反应，这让那些此前因为该股大赚一笔的看多者们感到失望。最新的例子是，特斯拉在7月26日发布积极的季度收益报告以后，股价下跌了4%，远远超出了分析师的普遍预期。（特斯拉周线走势，来自英为财情Investing.com）二季度，这家总部位于加州的电动汽车生产商生产了创纪录的201,250辆电动车，经调整后的利润增长逾两倍...

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小轩最体贴
2021-08-06
小轩最体贴
一大學問。
xxmm332244
2021-08-06
xxmm332244
[白眼] [白眼] [白眼]
plaispool
2021-08-06
plaispool
閱
mcks
2021-08-05
mcks
Long term investment

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Motors (NYSE:GM))、斯特兰提斯(Stellantis)和大众(Volkswagen)，已经各自制定了计划，在未来5年到10年的时间里，平均每年在电气化方面，投入约65亿美元的资金。\n今年4月，大众推出了新款奥迪Q4 e-tron车型，在快速增长的紧凑型跨界SUV市场和特斯拉展开竞争。\n而这款电动车只是这家德国汽车制造商计划推出的12款车型之一，其他车型还包括ID4和保时捷Macan的电动版。\n另外，大众的目标是今年销售约60万辆纯电动汽车。\n另外，媒体报道称，通用汽车的电动汽车项目计划将从今年晚些时候开始加速，悍马皮卡、凯迪拉克LYRIQ SUV等车型，将开始从这家汽车制造商的生产线上被生产出来。同时，雪佛兰的索罗德也正在路上。\n还需要注意的是，通用汽车目前在中国和两家国企合作生产的五菱宏光mini获得了巨大的成功。\n从7月上市以来，这款车的销量已经超过了25万辆，超过了特斯拉的Model 3等国际竞争对手和长城汽车的欧拉黑猫等本土竞争对手。\n在大众和通用汽车等传统汽车高速发展电动汽车的同时，蔚来汽车（NIO）和小鹏汽车（XPEV）等规模较小的中国造车新势力，也在争夺对技术有追求的客户。\n3、估值过高\n特斯拉的估值也是华尔街顶级分析师之间产生分歧的主要原因之一。\n认为特斯拉估值已经过高的投资者指出，当前该股的股价已经达到“完美”的水平，公司没有犯错的空间。\n摩根大通给予特斯拉“减持”评级，目标价为160美元，该行在报告中表示，“特斯拉的高估值已经没有给该股留下太多余地，在一份可观的业绩面前，我们看到了一些不好的因素，比如公司新车型延迟到2022年推出。”\n即使是在最近的抛售过后，特斯拉的市值仍然高达6800亿美元，超过了通用汽车、福特、丰田汽车和大众汽车的市值总和。\n伯恩斯坦也给予该股“卖出”评级，目标价为175美元，该行表示，“我们极力在证明特斯拉估值的合理性，但是它比其他主要汽车生产商的估值加起来都高，这意味着市场可能认为，该公司未来将来会有巨大的销量和利润前景，而这是前所未有的。”\n当然，也有认为特斯拉估值合理的投资者。一些分析师认为，特斯拉并不仅仅是一家汽车制造商，它的股票拥有更多的上行空间。\n摩根士丹利的分析师Adam Jonas表示：\n特斯拉不应该被视为传统的汽车制造商。随着汽车和互联网联系越来越密切，这会帮助该公司打开更多的市场，特斯拉在这一方面是处于有利地位的。\nAdam Jonas还指出：\n“在这个过程中，你不会把特斯拉比作汽车公司，而是应该把它比作一个SaaS公司。”\n华尔街对于特斯拉的分歧也可以从英为财情Investing.com的一致预期调查中可以看到，我们调查了35位分析师，其中有15位给予公司买入评级，12位给予中性评级，8位给出了卖出评级，其12个月的预期平均价为730.59美元。\n\n（特斯拉的一致预期调查，来自英为财情Investing.com）\n对于那些想要通过技术信号来判断短期投资决策的投资者来说，最受欢迎的指标，移动平均线等，则提供了一个买入信号，尤其是在特斯拉的强劲收益公布过后。\n但是，这些动态并不能证明该公司目前估值的合理性，因为该估值假设特斯拉会成为全美最大的汽车制造商，而竞争对手完全无法成功。\n总 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