特斯拉、蔚來等電動(dòng)汽車制造商股價(jià)何以飛漲？
Aaron Pressman
2020-07-07
盡管電動(dòng)汽車制造商的領(lǐng)軍者特斯拉和蔚來在上周發(fā)布了亮眼的季度報(bào)告后就再無動(dòng)靜，但整個(gè)行業(yè)的股價(jià)卻于周一迎來了一輪飛漲。
特斯拉上周的財(cái)報(bào)顯示，該公司第二季度交付了近91,000輛汽車，股價(jià)也在周一收漲逾13%，以1,371.58美元的價(jià)格收盤，創(chuàng)下歷史新高，僅過去一個(gè)月就上漲了55%。與此同時(shí)，挑戰(zhàn)特斯拉行業(yè)霸主地位的競(jìng)爭(zhēng)對(duì)手——中國的新能源汽車制造商蔚來在6月的報(bào)告中也展現(xiàn)出了創(chuàng)紀(jì)錄的業(yè)績(jī)，甚至比特斯拉還要亮眼。周一，蔚來的股價(jià)高漲23%，至11.51美元，僅略低于其歷史最高點(diǎn)，較一個(gè)月前翻了一番。
在新冠疫情全球大流行期間，整個(gè)汽車行業(yè)遭受重創(chuàng)：老牌汽車制造商如通用汽車，豐田和菲亞特克萊斯勒的銷售業(yè)績(jī)都在第二季度下滑了至少33%。但特斯拉和蔚來的業(yè)績(jī)表現(xiàn)卻依舊強(qiáng)勁惹眼。周一，包括JMP Securities和J.P. Morgan在內(nèi)的幾位分析師都上調(diào)了對(duì)特斯拉的目標(biāo)價(jià)。
電動(dòng)汽車行業(yè)制造商的股票大漲，聯(lián)動(dòng)它們的市值一起高升，但這卻讓一些分析師感到擔(dān)憂：他們尤其擔(dān)心，特斯拉的股票正處于泡沫區(qū)域，最終很可能會(huì)暴跌。Cowen公司的研究分析師杰弗里?奧斯本說：“雖然馬斯克野心勃勃，但現(xiàn)在這樣高漲的勢(shì)頭，對(duì)特斯拉而言不見得是好事，更可能是一種錯(cuò)誤的導(dǎo)向，會(huì)帶來非常不利的后果?！彼麑?duì)特斯拉的目標(biāo)股價(jià)僅為300美元，不到當(dāng)前價(jià)格的四分之一。
更引人注目的是，在周一的大盤中，電動(dòng)汽車行業(yè)里一些名不見經(jīng)傳、市值較低的小公司，卻有著甚至比巨頭更加迅猛的漲勢(shì)。成立五年的加拿大電動(dòng)汽車制造商ElectraMeccanica Vehicles的股價(jià)上漲了65%，過去一個(gè)月的收益更是高達(dá)279%。電動(dòng)汽車充電站網(wǎng)點(diǎn)運(yùn)營商Blink Charging的漲幅也有59%，過去一個(gè)月里更是高達(dá)282%。高速三輪電動(dòng)車制造商Arcimoto在周一上漲了6%，過去一個(gè)月上漲165%。另一家中國的電動(dòng)汽車制造商康迪科技集團(tuán)周一上漲15%，過去一個(gè)月上漲了37%。
當(dāng)然，電動(dòng)汽車領(lǐng)域并非一片向好，也有一些有志在此大展身手的企業(yè)遇了冷，被同行們甩在了身后。周一的大盤顯示，Nikola Motor的股價(jià)就下跌了14%，盡管和上個(gè)月相比，該公司仍收獲了36%的漲幅。正在開發(fā)電動(dòng)貨車和無人機(jī)業(yè)務(wù)的Workhorse Group的股票也下跌了16%。同樣，這樣的業(yè)績(jī)和前一個(gè)月相比，仍然收獲了五倍的增幅。（財(cái)富中文網(wǎng)）
編譯：陳聰聰
盡管電動(dòng)汽車制造商的領(lǐng)軍者特斯拉和蔚來在上周發(fā)布了亮眼的季度報(bào)告后就再無動(dòng)靜，但整個(gè)行業(yè)的股價(jià)卻于周一迎來了一輪飛漲。
特斯拉上周的財(cái)報(bào)顯示，該公司第二季度交付了近91,000輛汽車，股價(jià)也在周一收漲逾13%，以1,371.58美元的價(jià)格收盤，創(chuàng)下歷史新高，僅過去一個(gè)月就上漲了55%。與此同時(shí)，挑戰(zhàn)特斯拉行業(yè)霸主地位的競(jìng)爭(zhēng)對(duì)手——中國的新能源汽車制造商蔚來在6月的報(bào)告中也展現(xiàn)出了創(chuàng)紀(jì)錄的業(yè)績(jī)，甚至比特斯拉還要亮眼。周一，蔚來的股價(jià)高漲23%，至11.51美元，僅略低于其歷史最高點(diǎn)，較一個(gè)月前翻了一番。
在新冠疫情全球大流行期間，整個(gè)汽車行業(yè)遭受重創(chuàng)：老牌汽車制造商如通用汽車，豐田和菲亞特克萊斯勒的銷售業(yè)績(jī)都在第二季度下滑了至少33%。但特斯拉和蔚來的業(yè)績(jī)表現(xiàn)卻依舊強(qiáng)勁惹眼。周一，包括JMP Securities和J.P. Morgan在內(nèi)的幾位分析師都上調(diào)了對(duì)特斯拉的目標(biāo)價(jià)。
電動(dòng)汽車行業(yè)制造商的股票大漲，聯(lián)動(dòng)它們的市值一起高升，但這卻讓一些分析師感到擔(dān)憂：他們尤其擔(dān)心，特斯拉的股票正處于泡沫區(qū)域，最終很可能會(huì)暴跌。Cowen公司的研究分析師杰弗里?奧斯本說：“雖然馬斯克野心勃勃，但現(xiàn)在這樣高漲的勢(shì)頭，對(duì)特斯拉而言不見得是好事，更可能是一種錯(cuò)誤的導(dǎo)向，會(huì)帶來非常不利的后果。”他對(duì)特斯拉的目標(biāo)股價(jià)僅為300美元，不到當(dāng)前價(jià)格的四分之一。
更引人注目的是，在周一的大盤中，電動(dòng)汽車行業(yè)里一些名不見經(jīng)傳、市值較低的小公司，卻有著甚至比巨頭更加迅猛的漲勢(shì)。成立五年的加拿大電動(dòng)汽車制造商ElectraMeccanica Vehicles的股價(jià)上漲了65%，過去一個(gè)月的收益更是高達(dá)279%。電動(dòng)汽車充電站網(wǎng)點(diǎn)運(yùn)營商Blink Charging的漲幅也有59%，過去一個(gè)月里更是高達(dá)282%。高速三輪電動(dòng)車制造商Arcimoto在周一上漲了6%，過去一個(gè)月上漲165%。另一家中國的電動(dòng)汽車制造商康迪科技集團(tuán)周一上漲15%，過去一個(gè)月上漲了37%。
當(dāng)然，電動(dòng)汽車領(lǐng)域并非一片向好，也有一些有志在此大展身手的企業(yè)遇了冷，被同行們甩在了身后。周一的大盤顯示，Nikola Motor的股價(jià)就下跌了14%，盡管和上個(gè)月相比，該公司仍收獲了36%的漲幅。正在開發(fā)電動(dòng)貨車和無人機(jī)業(yè)務(wù)的Workhorse Group的股票也下跌了16%。同樣，這樣的業(yè)績(jī)和前一個(gè)月相比，仍然收獲了五倍的增幅。（財(cái)富中文網(wǎng)）
編譯：陳聰聰
Share prices of electric-vehicle makers zoomed on Monday despite little news beyond last week’s impressive quarterly results from leading players Tesla and Nio.
The stock of Tesla, which said last week that it had delivered almost 91,000 vehicles in the second quarter, jumped 13% on Monday, closing at an all-time high of $1,371.58 and marking a 55% gain over just the past month. Meanwhile, Chinese automaker Nio, which has been challenging Tesla in China with futuristic-looking SUVs, saw its shares do even better after reporting record results for June. Its stock rose 23% to $11.51 on Monday, just below its all-time high, to more than double the price a month ago.
The strong sales results from Tesla and Nio amid the COVID-19 pandemic came even as the overall global car industry suffers. Second-quarter sales for General Motors, Toyota, and Fiat Chrysler slipped 33% or more. Several analysts raised their price targets on Tesla on Monday, including JMP Securities and J.P. Morgan.
The big gains in the stocks of electric-vehicle makers have pushed their market values sky-high, alarming some analysts. They’re concerned that Tesla’s shares, in particular, are in bubble territory and that they may eventually pop. “We see a lot more that can go wrong than can go right as the company transitions into Mr. Musk’s greater vision,” Cowen research analyst Jeffrey Osborne wrote. His price target of $300 for the company’s stock is more than 75% below its current price.
The stock price gains of EV makers on Monday were even sharper among less well known and less highly valued companies. ElectraMeccanica Vehicles, a five-year-old Canadian electric-vehicle maker, saw its stock price jump 65% on Monday, giving it a gain of 279% over the past month. Blink Charging, which runs networks of vehicle-charging stations, rose 59% on Monday and 282% over the past month. Arcimoto, maker of high-speed, three-wheeled electric carts, gained 6% on Monday and 165% over the past month. Kandi Technologies Group, another Chinese EV manufacturer, gained 15% on Monday and 37% over the past month.
A few recent high-fliers in the electric-vehicle sector were left out of Monday’s rally. Nikola Motor, a newer maker of electric and hydrogen-powered vehicles, lost 14% on Monday, although it is still up 36% over the past month. And shares of Workhorse Group, which is developing electric vans and drones, lost 16%. It’s still up fivefold over the past month.
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