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马斯克兴奋地在上海跳舞 特斯拉股价再创新高

2020-1-8 16:28

 

1月8日消息,据国外媒体报道,鉴于特斯拉首席执行官埃隆·马斯克(Elon Musk)亲自向客户交付中国制造的Model 3,并透露了有关Model Y的更多信息,当地时间周二特斯拉股价继续三周来的飙涨势头。

 

据悉,当日特斯拉股价上涨3.88%,收于469.06美元,市值845亿美元。股价盘中一度触及471.63美元的历史高点。

 

1月7日,特斯拉在上海超级工厂庆祝了Model 3的首次交付,并宣布最早将于2021年开始在中国生产Model Y。马斯克表示:“最终,Model Y的需求可能会超过其他所有特斯拉汽车的总和。”“Model Y还将拥有先进的制造技术,我们将在未来展示这些技术。”

 

马斯克以一场欢快的舞蹈拉开了发布会的帷幕,伴随着有节奏的乐点,他甚至脱掉了自己的西装外套。

 

随着特斯拉的股价不断创出历史新高,马斯克有理由感到高兴。该特斯拉目前的市值接近850亿美元,要知道福特汽车和通用汽车市值之和为870亿美元。

 

在特斯拉的颁奖典礼上,马斯克亲自将汽车钥匙交给了中国制造Model 3的前10位客户。首批15辆Model 3轿车已经于上周交付给特斯拉员工。

 

“我们打算继续进行重大投资,并增加在中国的投资,”他表示。马斯克还透露了在中国建立一个工程中心的计划。

 

上周特斯拉表示,第四季度交付了11.2万辆汽车,超出预期。

 

上海超级工厂是特斯拉在加州弗里蒙特以外的首家大规模汽车制造工厂。该公司还计划在德国柏林附近建造一座工厂。

 

特斯拉表示,上海超级工厂的产量已达到每周1000辆,并计划将产量提高至3000辆。

 

该公司股价2019年一开始表现不佳,从2018年12月中旬到2019年6月初暴跌了53%。但随后特斯拉股票开始上涨,自那以来已经涨幅已经达到159%。

 

伯恩斯坦(Bernstein)上世纪90年代的首席烟草分析师、Aegon资产管理公司(Aegon Asset Management)前首席执行官加里·布莱克(Gary Black),特斯拉股价在周二创出历史新高后,上涨幅度更大,因为华尔街低估了该公司的盈利能力和汽车产量。

 

布莱克周二表示,“当亚马逊市值达到850亿美元时,对亚马逊持怀疑态度的人也提出了同样的问题。亚马逊的市值怎么可能超过诺德斯特龙、科尔士、梅西百货和塔吉特等零售商的总和?当一项颠覆性的技术在击垮现有的竞争对手时,市场会对未来的所有利润打折扣。”他预计特斯拉在美国的市场份额将从目前的2%上升到2024年的10%。布莱克现在是一位私人投资者。

 

布莱克去年12月表示,特斯拉的股价可能会翻倍。当时特斯拉的股价约为400美元。

 

布莱克表示特斯拉的市值是合理的,他表示,“股票市场是一种折价机制——向前看,而不是向后看。”他认为特斯拉到2024年的年净收入将达到50亿美元,到2029年将达到150亿美元,而福特和通用汽车目前的年净收入总和为110亿美元,而且还在下降。

 

布莱克认为,特斯拉的每股收益可能在2020年达到10美元,而此前市场的普遍预期为5美元左右。布莱克还指出到2024年,特斯拉的每股收益为27美元。以30倍的市盈率计算,2024年的收益将支撑起每股800美元的股价。布莱克认为,特斯拉可能会在1月29日公布第四季度业绩时,将2020年的汽车产量目标定为50万辆,而华尔街的共识是47万辆。

 

Tesla's stock continued its three-week rally on Tuesday after chief executive Elon Musk personally delivered the chinese-made Model 3 to customers and revealed more information about the Model Y, according to foreign media reports.

 

Tesla shares rose 3.88 percent to close at $469.06, valuing the company at $84.5 billion. Shares hit an all-time high of $471.63 during the session.

 

On Jan. 7, tesla celebrated the first delivery of the Model 3 at its Shanghai gigafactory and announced that production of the Model Y in China would begin as early as 2021. "Ultimately, demand for the Model Y could exceed demand for all other tesla cars combined," Mr Musk said. "The Model Y will also have advanced manufacturing technologies that we will demonstrate in the future."

 

Mr Musk kicked off the event with a lively dance, even removing his suit jacket to a rhythmic chorus.

 


As tesla's share price continues to hit record highs, Mr Musk has reason to be happy. The tesla is now worth nearly $85bn, given that ford and general motors have a combined market capitalisation of $87bn.

 

At tesla's awards ceremony, Mr Musk personally handed over the car keys to the top 10 customers of the chinese-made Model 3. The first 15 Model 3 sedans were delivered to tesla employees last week.

 


"We intend to continue to make significant investments and increase our investments in China," he said. Musk also revealed plans to build an engineering center in China.

 


Last week, tesla said it delivered 112,000 vehicles in the fourth quarter, more than expected.

 


The Shanghai stuxnet is tesla's first large-scale car manufacturing facility outside fremont, California. The company also plans to build a plant near Berlin, Germany.

 


Tesla said production at the Shanghai gigafactory had reached 1,000 vehicles a week and planned to increase to 3,000.

 


The company's stock has had a poor start to 2019, plunging 53% from mid-december 2018 to early June 2019. But then tesla's stock started to rise, and has since risen 159%.

 


Gary Black, Bernstein's chief tobacco analyst in the 1990s and former chief executive of Aegon Asset Management, said tesla's share price had risen even more after hitting a record high on Tuesday as Wall Street underestimated the company's profitability and vehicle production.

 

"When amazon is worth $85 billion, amazon skeptics are asking the same question," black said Tuesday. How could amazon be worth more than nordstrom, kors, macy's and target combined? When a disruptive technology is crushing existing competitors, the market discounts all future profits." He expects tesla's U.S. market share to rise to 10% by 2024 from 2% today. Black is now a private investor.

 

Black said in December that tesla's stock price could double. Tesla shares were trading at about $400.

 

Black said tesla's market value is reasonable. "the stock market is a mechanism for discounting -- looking forward, not backward," he said. He thinks tesla's annual net income will be $5 billion by 2024 and $15 billion by 2029, compared with ford and gm's current combined net income of $11 billion and falling.

 

Black thinks tesla could earn $10 a share by 2020, compared with a consensus estimate of about $5. Black also points out that tesla will earn $27 per share by 2024. At 30 times earnings, earnings in 2024 would support a share price of $800. Mr Black believes tesla could target production of 500,000 vehicles in 2020 when it reports fourth-quarter results on January 29, compared with the Wall Street consensus of 470,000.

来自: 砍柴网