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10-02

//@lilichen:Ford and GM, which sell cars, are cash cow companies

一个月大涨近50%，特斯拉的强势反弹还能持续多久？

10-02

Great article, would you like to share it?

@lilichen:這勳章是不是虛誇

07-25

Who knows the phone number of the customer service person? For China market, need urgent assistance

06-21

$NVIDIA Corp(NVDA)$ trying to follow long term

04-08

The name of the oil stork

Oil prices pull back on easing worries over Middle East

Go to Tiger App to see more news

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href=\"https://ttm.financial/U/4115277305542052\">@lilichen</a>:Ford and GM, which sell cars, are cash cow companies","listText":"//<a href=\"https://ttm.financial/U/4115277305542052\">@lilichen</a>:Ford and GM, which sell cars, are cash cow companies","text":"//@lilichen:Ford and GM, which sell cars, are cash cow companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355634037629264","repostId":"1132637235","repostType":2,"repost":{"id":"1132637235","pubTimestamp":1687309373,"share":"https://ttm.financial/m/news/1132637235?lang=&edition=fundamental","pubTime":"2023-06-21 09:02","market":"sh","language":"zh","title":"一个月大涨近50%，特斯拉的强势反弹还能持续多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1132637235","media":"华尔街见闻","summary":"如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，","content":"<html><head></head><body><blockquote><strong>如何理解<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？</strong></blockquote><p style=\"text-align: justify;\">在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3cd1c032c95de78360b25cdffecf31\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">市场上对此有诸多分析。</p><h2>特斯拉是AI股？</h2><p style=\"text-align: justify;\">有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Adam Jonas就说：</p><blockquote>我们认为，市场希望首先相信特斯拉是一个AI品牌，其次才是一家汽车公司。</blockquote><p style=\"text-align: justify;\">有数据显示，自去年底ChatGPT引发AI热潮以来，散户投资者对特斯拉的热情和投资和AI概念股高度同步，投资金额甚至超过AI概念股。</p><h2>机器人出租车已经为特斯拉承诺高估值？</h2><p style=\"text-align: justify;\">也有人从无人驾驶的角度进行解读。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>的分析师Tom Narayan上周发表了一份报告，其中采用了一种新的估值方法，该方法对特斯拉的主业——汽车制造业务价值不大，但对特斯拉做出的“机器人出租车”的承诺有很大价值——他认为，无人驾驶汽车有朝一日可能会取代部分汽车。这种估值方法并非第一次有人提出，但它正在引起新的关注。</p><p style=\"text-align: justify;\">根据Narayan提供的估值方法，特斯拉的目标市值有望超越1万亿美元，其中，汽车业务（也就是特斯拉现在的主业）的估值仅占大约9亿美元，全自动驾驶的估值则占到24亿美元，未来的“机器人出租车”业务估值高达73亿美元。</p><p style=\"text-align: justify;\">在今天就寄希望于特斯拉的机器人出租车需要对特斯拉怀有“信仰”一般的信心，因为该技术处于试验阶段，而特斯拉甚至还不是最引人注目的试验者之一。虽然马斯克谈到了机器人出租车，但Alphabet的Waymo和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的Cruise已经在旧金山和凤凰城等城市开始运营它们的车队。</p><h2>FSD是提振股价的要害？</h2><p style=\"text-align: justify;\">如果退而求其次，很多投资者对特斯拉信心满满，则是因为其现有驾驶员辅助包的扩展，即所谓的全自动驾驶（FSD）。该软件为投资者将其视为一家AI公司提供了另外一个理由。特斯拉现在对FSD收费1.5万美元，但由于该产品仍处于测试阶段，其收入并未计入营收。不过，随着去年四季度这一技术终于向着广泛推广迈出新的一步，有更多投资者相信，这将提振特斯拉的股价。</p><p style=\"text-align: justify;\">尽管如此，即使FSD的表现出现转机，单单因此就给予特斯拉高估值也是有问题的。历史上，汽车行业的尖端技术仅在竞争对手赶上之前的有限时间内获得销售溢价。我们没有理由认为FSD会有所不同，它允许驾驶员将手从方向盘上移开，但驾驶员眼睛不能离开路面，难以成就真正的“自动驾驶”。更何况，许多大型汽车制造商已经发布或即将发布类似的技术。</p><h2>通用和福特加入特斯拉充电网络促成了股价飞涨？</h2><p style=\"text-align: justify;\">撇开AI不谈，福特和通用汽车决定使用特斯拉超级充电网络的交易恰逢最近的反弹。</p><p style=\"text-align: justify;\">这些交易应该帮助特斯拉从其固定资产中获得更好的回报，但考虑到EVgo等独立充电网络公司快速增长的巨额投资，投资者从未真正对这类业务产生好感。</p><p style=\"text-align: justify;\">如果说是因为这些交易就看到了特斯拉充电业务巨大的利润潜力，似乎有点不成比例。</p><h2>特斯拉的强势反弹，可持续吗？</h2><p style=\"text-align: justify;\">所有这些线索都可以交织在一起，将特斯拉描绘成一个拥有多种收入来源的技术生态系统，而不是一家汽车制造商。Wedbush Securities的分析师Dan Ives认为特斯拉处于“AWS时刻”，即<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>当年推出高利润、更吸引眼球的AWS云业务，并把各项业务整合在一起，广泛吸引投资者、拉抬股价的时刻。</p><p style=\"text-align: justify;\"><strong>但有分析认为，这种类比，本质上是不精确的。特斯拉在充电等方面的确有一些副业，但在可预见的未来，似乎没有什么能像特斯拉汽车那样形成规模效应，诞生下一个现金奶牛。</strong></p><p style=\"text-align: justify;\">关于最近的大涨，华尔街依然有更务实的解释。Battle Road Research的分析师Ben Rose认为，这轮反弹始于马斯克任命推特新任首席执行官，减轻了人们对他因去年购买推特而分心的担忧。</p><p style=\"text-align: justify;\">此外，特斯拉本月还更新了其网站，以显示其所有车辆都有资格获得美国政府的全额税收抵免。此前，其大部分车型仅获得了税收抵免的一半。这种变化可能反映了供应链的调整，可能有助于公司在不进一步降价和降低利润的情况下保持增长。如果第二季度特斯拉的盈利显示出企稳迹象，分析师可能会开始上调他们在过去六个月左右一直下调的目标价。</p><p style=\"text-align: justify;\">在分析特斯拉这一只热门股时，市场常常把那些遥遥无期、科幻电影般的技术看得比基本面还重要，这也是市场对特斯拉预测众说纷纭的主要原因。</p><p style=\"text-align: justify;\">但下个月公布的二季度业绩，有可能令市场重新回归基本面。无论财报是好是坏，它都可能提醒投资者，特斯拉仍然是一家主要依赖于销售汽车的公司，而且在未来许多年内仍将如此。</p></body></html>","source":"wallstreetcn_api","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\" 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.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一个月大涨近50%，特斯拉的强势反弹还能持续多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 09:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3691605><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？市场上对此有诸多分析。特斯拉是AI股？有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、摩根士丹利...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3691605\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3691605","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132637235","content_text":"如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？市场上对此有诸多分析。特斯拉是AI股？有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、摩根士丹利的Adam Jonas就说：我们认为，市场希望首先相信特斯拉是一个AI品牌，其次才是一家汽车公司。有数据显示，自去年底ChatGPT引发AI热潮以来，散户投资者对特斯拉的热情和投资和AI概念股高度同步，投资金额甚至超过AI概念股。机器人出租车已经为特斯拉承诺高估值？也有人从无人驾驶的角度进行解读。加拿大皇家银行的分析师Tom Narayan上周发表了一份报告，其中采用了一种新的估值方法，该方法对特斯拉的主业——汽车制造业务价值不大，但对特斯拉做出的“机器人出租车”的承诺有很大价值——他认为，无人驾驶汽车有朝一日可能会取代部分汽车。这种估值方法并非第一次有人提出，但它正在引起新的关注。根据Narayan提供的估值方法，特斯拉的目标市值有望超越1万亿美元，其中，汽车业务（也就是特斯拉现在的主业）的估值仅占大约9亿美元，全自动驾驶的估值则占到24亿美元，未来的“机器人出租车”业务估值高达73亿美元。在今天就寄希望于特斯拉的机器人出租车需要对特斯拉怀有“信仰”一般的信心，因为该技术处于试验阶段，而特斯拉甚至还不是最引人注目的试验者之一。虽然马斯克谈到了机器人出租车，但Alphabet的Waymo和通用汽车的Cruise已经在旧金山和凤凰城等城市开始运营它们的车队。FSD是提振股价的要害？如果退而求其次，很多投资者对特斯拉信心满满，则是因为其现有驾驶员辅助包的扩展，即所谓的全自动驾驶（FSD）。该软件为投资者将其视为一家AI公司提供了另外一个理由。特斯拉现在对FSD收费1.5万美元，但由于该产品仍处于测试阶段，其收入并未计入营收。不过，随着去年四季度这一技术终于向着广泛推广迈出新的一步，有更多投资者相信，这将提振特斯拉的股价。尽管如此，即使FSD的表现出现转机，单单因此就给予特斯拉高估值也是有问题的。历史上，汽车行业的尖端技术仅在竞争对手赶上之前的有限时间内获得销售溢价。我们没有理由认为FSD会有所不同，它允许驾驶员将手从方向盘上移开，但驾驶员眼睛不能离开路面，难以成就真正的“自动驾驶”。更何况，许多大型汽车制造商已经发布或即将发布类似的技术。通用和福特加入特斯拉充电网络促成了股价飞涨？撇开AI不谈，福特和通用汽车决定使用特斯拉超级充电网络的交易恰逢最近的反弹。这些交易应该帮助特斯拉从其固定资产中获得更好的回报，但考虑到EVgo等独立充电网络公司快速增长的巨额投资，投资者从未真正对这类业务产生好感。如果说是因为这些交易就看到了特斯拉充电业务巨大的利润潜力，似乎有点不成比例。特斯拉的强势反弹，可持续吗？所有这些线索都可以交织在一起，将特斯拉描绘成一个拥有多种收入来源的技术生态系统，而不是一家汽车制造商。Wedbush Securities的分析师Dan Ives认为特斯拉处于“AWS时刻”，即亚马逊当年推出高利润、更吸引眼球的AWS云业务，并把各项业务整合在一起，广泛吸引投资者、拉抬股价的时刻。但有分析认为，这种类比，本质上是不精确的。特斯拉在充电等方面的确有一些副业，但在可预见的未来，似乎没有什么能像特斯拉汽车那样形成规模效应，诞生下一个现金奶牛。关于最近的大涨，华尔街依然有更务实的解释。Battle Road Research的分析师Ben Rose认为，这轮反弹始于马斯克任命推特新任首席执行官，减轻了人们对他因去年购买推特而分心的担忧。此外，特斯拉本月还更新了其网站，以显示其所有车辆都有资格获得美国政府的全额税收抵免。此前，其大部分车型仅获得了税收抵免的一半。这种变化可能反映了供应链的调整，可能有助于公司在不进一步降价和降低利润的情况下保持增长。如果第二季度特斯拉的盈利显示出企稳迹象，分析师可能会开始上调他们在过去六个月左右一直下调的目标价。在分析特斯拉这一只热门股时，市场常常把那些遥遥无期、科幻电影般的技术看得比基本面还重要，这也是市场对特斯拉预测众说纷纭的主要原因。但下个月公布的二季度业绩，有可能令市场重新回归基本面。无论财报是好是坏，它都可能提醒投资者，特斯拉仍然是一家主要依赖于销售汽车的公司，而且在未来许多年内仍将如此。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355633684746560,"gmtCreate":1727826715256,"gmtModify":1727826717395,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355633684746560","repostId":"9996218202","repostType":1,"repost":{"id":9996218202,"gmtCreate":1661175368208,"gmtModify":1676536467026,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"這勳章是不是虛誇","listText":"這勳章是不是虛誇","text":"這勳章是不是虛誇","images":[{"img":"https://community-static.tradeup.com/news/03f8cb454da0acafe7b1199f138f3772","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996218202","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331314448748576,"gmtCreate":1721895251174,"gmtModify":1721895255136,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"Who knows the phone number of the customer service person? For China market, need urgent assistance&nbsp;","listText":"Who knows the phone number of the customer service person? For China market, need urgent assistance&nbsp;","text":"Who knows the phone number of the customer service person? For China market, need urgent assistance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331314448748576","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319050015047744,"gmtCreate":1718906629967,"gmtModify":1718919131847,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> trying to follow long term&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> trying to follow long term&nbsp;","text":"$NVIDIA Corp(NVDA)$ trying to follow long term","images":[{"img":"https://community-static.tradeup.com/news/9a43cd6ce0cf79e3cb8dc22147b6e557","width":"1170","height":"1725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319050015047744","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":293140868882528,"gmtCreate":1712587111320,"gmtModify":1712588444365,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"The name of the oil stork","listText":"The name of the oil stork","text":"The name of the oil stork","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293140868882528","repostId":"2425191563","repostType":2,"repost":{"id":"2425191563","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712586480,"share":"https://ttm.financial/m/news/2425191563?lang=&edition=fundamental","pubTime":"2024-04-08 22:28","market":"other","language":"en","title":"Oil prices pull back on easing worries over Middle East","url":"https://stock-news.laohu8.com/highlight/detail?id=2425191563","media":"Dow Jones","summary":"Weaker refinery margins could pose obstacle to further crude gains: analysts. Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East.Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks.On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary.On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports.Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Oil prices pull back on easing worries over Middle East\n</p>\n<p>\n  By Myra P. Saefong and William Watts \n</p>\n<p>\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n</p>\n<p>\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n</p>\n<p>\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n</p>\n<p>\n     Price moves \n</p>\n<p>\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n</p>\n<p>\n     Market drivers \n</p>\n<p>\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n</p>\n<p>\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n</p>\n<p>\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n</p>\n<p>\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n</p>\n<p>\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n</p>\n<p>\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n</p>\n<p>\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n</p>\n<p>\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n</p>\n<p>\n     -Myra P. Saefong -William Watts \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2024 10:28 ET (14:28 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Oil prices pull back on easing worries over Middle East</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: 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\">\nOil prices pull back on easing worries over Middle East\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-08 22:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Oil prices pull back on easing worries over Middle East\n</p>\n<p>\n  By Myra P. Saefong and William Watts \n</p>\n<p>\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n</p>\n<p>\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n</p>\n<p>\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n</p>\n<p>\n     Price moves \n</p>\n<p>\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n</p>\n<p>\n     Market drivers \n</p>\n<p>\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n</p>\n<p>\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n</p>\n<p>\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n</p>\n<p>\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n</p>\n<p>\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n</p>\n<p>\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n</p>\n<p>\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n</p>\n<p>\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n</p>\n<p>\n     -Myra P. Saefong -William Watts \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2024 10:28 ET (14:28 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425191563","content_text":"MW Oil prices pull back on easing worries over Middle East\n\n\n  By Myra P. Saefong and William Watts \n\n\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n\n\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n\n\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n\n\n     Price moves \n\n\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n\n\n     Market drivers \n\n\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n\n\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n\n\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n\n\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n\n\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n\n\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n\n\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n\n\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n\n\n     -Myra P. Saefong -William Watts \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2024 10:28 ET (14:28 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":355634037629264,"gmtCreate":1727826801535,"gmtModify":1727826807414,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"//<a href=\"https://ttm.financial/U/4115277305542052\">@lilichen</a>:Ford and GM, which sell cars, are cash cow companies","listText":"//<a href=\"https://ttm.financial/U/4115277305542052\">@lilichen</a>:Ford and GM, which sell cars, are cash cow companies","text":"//@lilichen:Ford and GM, which sell cars, are cash cow companies","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355634037629264","repostId":"1132637235","repostType":2,"repost":{"id":"1132637235","pubTimestamp":1687309373,"share":"https://ttm.financial/m/news/1132637235?lang=&edition=fundamental","pubTime":"2023-06-21 09:02","market":"sh","language":"zh","title":"一个月大涨近50%，特斯拉的强势反弹还能持续多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=1132637235","media":"华尔街见闻","summary":"如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，","content":"<html><head></head><body><blockquote><strong>如何理解<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？</strong></blockquote><p style=\"text-align: justify;\">在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce3cd1c032c95de78360b25cdffecf31\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">市场上对此有诸多分析。</p><h2>特斯拉是AI股？</h2><p style=\"text-align: justify;\">有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Adam Jonas就说：</p><blockquote>我们认为，市场希望首先相信特斯拉是一个AI品牌，其次才是一家汽车公司。</blockquote><p style=\"text-align: justify;\">有数据显示，自去年底ChatGPT引发AI热潮以来，散户投资者对特斯拉的热情和投资和AI概念股高度同步，投资金额甚至超过AI概念股。</p><h2>机器人出租车已经为特斯拉承诺高估值？</h2><p style=\"text-align: justify;\">也有人从无人驾驶的角度进行解读。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>的分析师Tom Narayan上周发表了一份报告，其中采用了一种新的估值方法，该方法对特斯拉的主业——汽车制造业务价值不大，但对特斯拉做出的“机器人出租车”的承诺有很大价值——他认为，无人驾驶汽车有朝一日可能会取代部分汽车。这种估值方法并非第一次有人提出，但它正在引起新的关注。</p><p style=\"text-align: justify;\">根据Narayan提供的估值方法，特斯拉的目标市值有望超越1万亿美元，其中，汽车业务（也就是特斯拉现在的主业）的估值仅占大约9亿美元，全自动驾驶的估值则占到24亿美元，未来的“机器人出租车”业务估值高达73亿美元。</p><p style=\"text-align: justify;\">在今天就寄希望于特斯拉的机器人出租车需要对特斯拉怀有“信仰”一般的信心，因为该技术处于试验阶段，而特斯拉甚至还不是最引人注目的试验者之一。虽然马斯克谈到了机器人出租车，但Alphabet的Waymo和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的Cruise已经在旧金山和凤凰城等城市开始运营它们的车队。</p><h2>FSD是提振股价的要害？</h2><p style=\"text-align: justify;\">如果退而求其次，很多投资者对特斯拉信心满满，则是因为其现有驾驶员辅助包的扩展，即所谓的全自动驾驶（FSD）。该软件为投资者将其视为一家AI公司提供了另外一个理由。特斯拉现在对FSD收费1.5万美元，但由于该产品仍处于测试阶段，其收入并未计入营收。不过，随着去年四季度这一技术终于向着广泛推广迈出新的一步，有更多投资者相信，这将提振特斯拉的股价。</p><p style=\"text-align: justify;\">尽管如此，即使FSD的表现出现转机，单单因此就给予特斯拉高估值也是有问题的。历史上，汽车行业的尖端技术仅在竞争对手赶上之前的有限时间内获得销售溢价。我们没有理由认为FSD会有所不同，它允许驾驶员将手从方向盘上移开，但驾驶员眼睛不能离开路面，难以成就真正的“自动驾驶”。更何况，许多大型汽车制造商已经发布或即将发布类似的技术。</p><h2>通用和福特加入特斯拉充电网络促成了股价飞涨？</h2><p style=\"text-align: justify;\">撇开AI不谈，福特和通用汽车决定使用特斯拉超级充电网络的交易恰逢最近的反弹。</p><p style=\"text-align: justify;\">这些交易应该帮助特斯拉从其固定资产中获得更好的回报，但考虑到EVgo等独立充电网络公司快速增长的巨额投资，投资者从未真正对这类业务产生好感。</p><p style=\"text-align: justify;\">如果说是因为这些交易就看到了特斯拉充电业务巨大的利润潜力，似乎有点不成比例。</p><h2>特斯拉的强势反弹，可持续吗？</h2><p style=\"text-align: justify;\">所有这些线索都可以交织在一起，将特斯拉描绘成一个拥有多种收入来源的技术生态系统，而不是一家汽车制造商。Wedbush Securities的分析师Dan Ives认为特斯拉处于“AWS时刻”，即<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>当年推出高利润、更吸引眼球的AWS云业务，并把各项业务整合在一起，广泛吸引投资者、拉抬股价的时刻。</p><p style=\"text-align: justify;\"><strong>但有分析认为，这种类比，本质上是不精确的。特斯拉在充电等方面的确有一些副业，但在可预见的未来，似乎没有什么能像特斯拉汽车那样形成规模效应，诞生下一个现金奶牛。</strong></p><p style=\"text-align: justify;\">关于最近的大涨，华尔街依然有更务实的解释。Battle Road Research的分析师Ben Rose认为，这轮反弹始于马斯克任命推特新任首席执行官，减轻了人们对他因去年购买推特而分心的担忧。</p><p style=\"text-align: justify;\">此外，特斯拉本月还更新了其网站，以显示其所有车辆都有资格获得美国政府的全额税收抵免。此前，其大部分车型仅获得了税收抵免的一半。这种变化可能反映了供应链的调整，可能有助于公司在不进一步降价和降低利润的情况下保持增长。如果第二季度特斯拉的盈利显示出企稳迹象，分析师可能会开始上调他们在过去六个月左右一直下调的目标价。</p><p style=\"text-align: justify;\">在分析特斯拉这一只热门股时，市场常常把那些遥遥无期、科幻电影般的技术看得比基本面还重要，这也是市场对特斯拉预测众说纷纭的主要原因。</p><p style=\"text-align: justify;\">但下个月公布的二季度业绩，有可能令市场重新回归基本面。无论财报是好是坏，它都可能提醒投资者，特斯拉仍然是一家主要依赖于销售汽车的公司，而且在未来许多年内仍将如此。</p></body></html>","source":"wallstreetcn_api","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>一个月大涨近50%，特斯拉的强势反弹还能持续多久？</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{ 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}\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: 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一个月大涨近50%，特斯拉的强势反弹还能持续多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-21 09:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3691605><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？市场上对此有诸多分析。特斯拉是AI股？有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、摩根士丹利...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3691605\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4581":"高盛持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3691605","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132637235","content_text":"如何理解特斯拉，重要的是投资者如何定位这家公司。特斯拉是AI公司、未来的机器人汽车制造商、充电桩巨无霸，亦或者是说，不管是当下还是未来很多年，特斯拉依然只是一家销售电动车为主的汽车公司？在过去一个月，特斯拉涨幅逼近50%，这样的涨幅可持续吗？到底应该怎样对特斯拉估值？市场上对此有诸多分析。特斯拉是AI股？有人认为这是特斯拉借了AI热潮的东风。例如长期以来被视作最看好特斯拉的华尔街分析师、摩根士丹利的Adam Jonas就说：我们认为，市场希望首先相信特斯拉是一个AI品牌，其次才是一家汽车公司。有数据显示，自去年底ChatGPT引发AI热潮以来，散户投资者对特斯拉的热情和投资和AI概念股高度同步，投资金额甚至超过AI概念股。机器人出租车已经为特斯拉承诺高估值？也有人从无人驾驶的角度进行解读。加拿大皇家银行的分析师Tom Narayan上周发表了一份报告，其中采用了一种新的估值方法，该方法对特斯拉的主业——汽车制造业务价值不大，但对特斯拉做出的“机器人出租车”的承诺有很大价值——他认为，无人驾驶汽车有朝一日可能会取代部分汽车。这种估值方法并非第一次有人提出，但它正在引起新的关注。根据Narayan提供的估值方法，特斯拉的目标市值有望超越1万亿美元，其中，汽车业务（也就是特斯拉现在的主业）的估值仅占大约9亿美元，全自动驾驶的估值则占到24亿美元，未来的“机器人出租车”业务估值高达73亿美元。在今天就寄希望于特斯拉的机器人出租车需要对特斯拉怀有“信仰”一般的信心，因为该技术处于试验阶段，而特斯拉甚至还不是最引人注目的试验者之一。虽然马斯克谈到了机器人出租车，但Alphabet的Waymo和通用汽车的Cruise已经在旧金山和凤凰城等城市开始运营它们的车队。FSD是提振股价的要害？如果退而求其次，很多投资者对特斯拉信心满满，则是因为其现有驾驶员辅助包的扩展，即所谓的全自动驾驶（FSD）。该软件为投资者将其视为一家AI公司提供了另外一个理由。特斯拉现在对FSD收费1.5万美元，但由于该产品仍处于测试阶段，其收入并未计入营收。不过，随着去年四季度这一技术终于向着广泛推广迈出新的一步，有更多投资者相信，这将提振特斯拉的股价。尽管如此，即使FSD的表现出现转机，单单因此就给予特斯拉高估值也是有问题的。历史上，汽车行业的尖端技术仅在竞争对手赶上之前的有限时间内获得销售溢价。我们没有理由认为FSD会有所不同，它允许驾驶员将手从方向盘上移开，但驾驶员眼睛不能离开路面，难以成就真正的“自动驾驶”。更何况，许多大型汽车制造商已经发布或即将发布类似的技术。通用和福特加入特斯拉充电网络促成了股价飞涨？撇开AI不谈，福特和通用汽车决定使用特斯拉超级充电网络的交易恰逢最近的反弹。这些交易应该帮助特斯拉从其固定资产中获得更好的回报，但考虑到EVgo等独立充电网络公司快速增长的巨额投资，投资者从未真正对这类业务产生好感。如果说是因为这些交易就看到了特斯拉充电业务巨大的利润潜力，似乎有点不成比例。特斯拉的强势反弹，可持续吗？所有这些线索都可以交织在一起，将特斯拉描绘成一个拥有多种收入来源的技术生态系统，而不是一家汽车制造商。Wedbush Securities的分析师Dan Ives认为特斯拉处于“AWS时刻”，即亚马逊当年推出高利润、更吸引眼球的AWS云业务，并把各项业务整合在一起，广泛吸引投资者、拉抬股价的时刻。但有分析认为，这种类比，本质上是不精确的。特斯拉在充电等方面的确有一些副业，但在可预见的未来，似乎没有什么能像特斯拉汽车那样形成规模效应，诞生下一个现金奶牛。关于最近的大涨，华尔街依然有更务实的解释。Battle Road Research的分析师Ben Rose认为，这轮反弹始于马斯克任命推特新任首席执行官，减轻了人们对他因去年购买推特而分心的担忧。此外，特斯拉本月还更新了其网站，以显示其所有车辆都有资格获得美国政府的全额税收抵免。此前，其大部分车型仅获得了税收抵免的一半。这种变化可能反映了供应链的调整，可能有助于公司在不进一步降价和降低利润的情况下保持增长。如果第二季度特斯拉的盈利显示出企稳迹象，分析师可能会开始上调他们在过去六个月左右一直下调的目标价。在分析特斯拉这一只热门股时，市场常常把那些遥遥无期、科幻电影般的技术看得比基本面还重要，这也是市场对特斯拉预测众说纷纭的主要原因。但下个月公布的二季度业绩，有可能令市场重新回归基本面。无论财报是好是坏，它都可能提醒投资者，特斯拉仍然是一家主要依赖于销售汽车的公司，而且在未来许多年内仍将如此。","news_type":1},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355633684746560,"gmtCreate":1727826715256,"gmtModify":1727826717395,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"Great article, would you like to share it?","listText":"Great article, would you like to share it?","text":"Great article, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355633684746560","repostId":"9996218202","repostType":1,"repost":{"id":9996218202,"gmtCreate":1661175368208,"gmtModify":1676536467026,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"這勳章是不是虛誇","listText":"這勳章是不是虛誇","text":"這勳章是不是虛誇","images":[{"img":"https://community-static.tradeup.com/news/03f8cb454da0acafe7b1199f138f3772","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9996218202","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":27,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":331314448748576,"gmtCreate":1721895251174,"gmtModify":1721895255136,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"Who knows the phone number of the customer service person? For China market, need urgent assistance&nbsp;","listText":"Who knows the phone number of the customer service person? For China market, need urgent assistance&nbsp;","text":"Who knows the phone number of the customer service person? For China market, need urgent assistance","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/331314448748576","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":319050015047744,"gmtCreate":1718906629967,"gmtModify":1718919131847,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> trying to follow long term&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a> trying to follow long term&nbsp;","text":"$NVIDIA Corp(NVDA)$ trying to follow long term","images":[{"img":"https://community-static.tradeup.com/news/9a43cd6ce0cf79e3cb8dc22147b6e557","width":"1170","height":"1725"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/319050015047744","isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":293140868882528,"gmtCreate":1712587111320,"gmtModify":1712588444365,"author":{"id":"4115277305542052","authorId":"4115277305542052","name":"lilichen","avatar":"https://community-static.tradeup.com/news/eefa8bf99fec562ca8077213bb14efd6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4115277305542052","authorIdStr":"4115277305542052"},"themes":[],"htmlText":"The name of the oil stork","listText":"The name of the oil stork","text":"The name of the oil stork","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/293140868882528","repostId":"2425191563","repostType":2,"repost":{"id":"2425191563","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1712586480,"share":"https://ttm.financial/m/news/2425191563?lang=&edition=fundamental","pubTime":"2024-04-08 22:28","market":"other","language":"en","title":"Oil prices pull back on easing worries over Middle East","url":"https://stock-news.laohu8.com/highlight/detail?id=2425191563","media":"Dow Jones","summary":"Weaker refinery margins could pose obstacle to further crude gains: analysts. Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East.Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks.On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary.On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports.Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Oil prices pull back on easing worries over Middle East\n</p>\n<p>\n  By Myra P. Saefong and William Watts \n</p>\n<p>\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n</p>\n<p>\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n</p>\n<p>\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n</p>\n<p>\n     Price moves \n</p>\n<p>\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n</p>\n<p>\n     Market drivers \n</p>\n<p>\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n</p>\n<p>\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n</p>\n<p>\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n</p>\n<p>\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n</p>\n<p>\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n</p>\n<p>\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n</p>\n<p>\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n</p>\n<p>\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n</p>\n<p>\n     -Myra P. Saefong -William Watts \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2024 10:28 ET (14:28 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>Oil prices pull back on easing worries over Middle East</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: 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\">\nOil prices pull back on easing worries over Middle East\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-04-08 22:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Oil prices pull back on easing worries over Middle East\n</p>\n<p>\n  By Myra P. Saefong and William Watts \n</p>\n<p>\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n</p>\n<p>\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n</p>\n<p>\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n</p>\n<p>\n     Price moves \n</p>\n<p>\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n</p>\n<p>\n     Market drivers \n</p>\n<p>\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n</p>\n<p>\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n</p>\n<p>\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n</p>\n<p>\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n</p>\n<p>\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n</p>\n<p>\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n</p>\n<p>\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n</p>\n<p>\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n</p>\n<p>\n     -Myra P. Saefong -William Watts \n</p>\n<p>\n     This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  April 08, 2024 10:28 ET (14:28 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425191563","content_text":"MW Oil prices pull back on easing worries over Middle East\n\n\n  By Myra P. Saefong and William Watts \n\n\n     Weaker refinery margins could pose obstacle to further crude gains: analysts \n\n\n     Oil futures declined on Monday, pulling back after a gain of nearly 5% last week, as concerns eased over risks to crude supplies in the Middle East. \n\n\n     Israel said it withdrew more soldiers from southern Gaza. News reports said both Israel and Hamas had sent delegations to Cairo for cease-fire talks. \n\n\n     Price moves \n\n\n     West Texas Intermediate crude CL00 for May delivery CL.1 CLK24 fell $1.45, or 1.7%, to $85.46 a barrel on the New York Mercantile Exchange.June Brent crude BRN00 BRNM24, the global benchmark, was down $1.39, or 1.5%, at $89.78 a barrel on ICE Futures Europe.May gasoline RBK24 shed 1.6% to $2.7449 a gallon, white May heating oil HOK24 lost 2.2% to $2.7123 a gallon.Natural gas for May delivery NGK24 traded at $1.823 per million British thermal units, up 2.1%. \n\n\n     Market drivers \n\n\n     On Monday, oil prices declined on hopes that the conflict in the Middle East will calm down with progress in the ceasefire negotiations in Gaza, said Samer Hasn, market analyst at XS.com, in emailed commentary. \n\n\n     Oil surged last week on fears of a more direct confrontation between Israel and Iran, with Brent topping $90 a barrel for the first time since October. Tehran had vowed to retaliate for an Israeli strike on Iran's embassy in Syria that killed senior Islamic Revolutionary Guard Corps commanders. \n\n\n     \"Geopolitical risks have certainly grown, particularly when it comes to Israel and Iran, which has left the market nervous. However, any premium priced into the market will eventually erode in the absence of any escalation,\" said Ewa Manthey and Warren Patterson, commodity strategists at ING, in a note. \n\n\n     Strong economic data, including a much stronger-than-expected rise in March U.S. nonfarm payrolls, also boosted oil futures last week, with WTI rising 4.5% and Brent gaining 4.8%. \n\n\n     On Monday, data from Germany showed larger-than-expected growth in February industrial production and the Eurozone Sentix Investor Confidence index climbed in April, according to news reports. \n\n\n     The upbeat economic data, particularly from the U.S., however, have led to a \"reawakening\" of fears about higher-for-longer interest rates, which \"may disrupt the upward path of energy markets that are counting on a broad reduction in interest rates around the world this year to stimulate demand and economic activity,\" Hasn said. \n\n\n     On the demand side, refinery margins have weakened with the recent move higher in crude oil, the ING strategists wrote. \"In order for this rally to be sustained (in the absence of supply disruptions or ratcheting up in geopolitical risks), we need to see refinery margins strengthening with crude oil,\" they wrote. \n\n\n     Need to Know: The energy sector's on a tear. But $100 oil is not likely, says Goldman Sachs. \n\n\n     -Myra P. Saefong -William Watts \n\n\n     This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  April 08, 2024 10:28 ET (14:28 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}