本周三,,特斯拉正式公布財(cái)報(bào),宣布連續(xù)四個(gè)季度盈利,,可謂是疫情期間電動(dòng)汽車(chē)行業(yè)的領(lǐng)頭羊,,加入標(biāo)普500指數(shù)指日可待。
此前,,華爾街金融分析師曾悲觀預(yù)測(cè)特斯拉將營(yíng)收54億美元,,虧損近2.5億美元,。然而,財(cái)報(bào)顯示,,2020年第二季度,,特斯拉營(yíng)收逾60億美元,凈收益1.04億美元,,遠(yuǎn)超分析師預(yù)期,。
雖然分析師先前紛紛唱衰,但股民們?nèi)匀豢春锰厮估摷径鹊陌l(fā)展勢(shì)頭,,持續(xù)購(gòu)買(mǎi)該公司股票,。僅今年7月,特斯拉股價(jià)就上漲了49%,。迄今為止,,特斯拉的市值幾乎翻了兩番,直逼3000億美元,。
本次財(cái)報(bào)公布的盈利情況標(biāo)志著特斯拉首次連續(xù)四個(gè)季度(即在一年內(nèi))實(shí)現(xiàn)正收益,,為其加入標(biāo)普500指數(shù)奠定了重要基礎(chǔ)。后續(xù),,為加入標(biāo)普500指數(shù),,特斯拉還需提高自身市場(chǎng)指數(shù),以吸引投資基金購(gòu)股,,推動(dòng)自身股價(jià)上漲,。
特斯拉最新財(cái)報(bào)發(fā)布后,摩根士丹利(Morgan Stanley)的分析師亞當(dāng)·喬納斯也在一則報(bào)告中寫(xiě)道:“特斯拉真的要加入標(biāo)普500指數(shù)了嗎,?”
先前,,特斯拉股票的做空者們押注特斯拉股價(jià)必會(huì)下跌,而本次的財(cái)報(bào)對(duì)他們來(lái)說(shuō)無(wú)疑是晴天霹靂,。金融分析公司S3 Partners提供的數(shù)據(jù)顯示,,截至上周,做空金額已經(jīng)達(dá)到197億美元,,特斯拉也一躍而成“挾倉(cāng)”的首選對(duì)象(“挾倉(cāng)”是指股價(jià)飆升后,,看跌的投資者趁股價(jià)繼續(xù)上漲前回購(gòu)股票)。
在財(cái)報(bào)電話(huà)會(huì)議中,,特斯拉的首席執(zhí)行官埃隆·馬斯克樂(lè)觀表示:“自公司成立以來(lái),我從未這么期待和看好過(guò)我們的未來(lái)發(fā)展,?!彪m然新冠肺炎疫情對(duì)商業(yè)發(fā)展,以及消費(fèi)者的旅游,、購(gòu)買(mǎi)意愿都造成了負(fù)面影響,,但馬斯克仍然認(rèn)為特斯拉并不受疫情影響,并自信地說(shuō):“消費(fèi)需求對(duì)我們沒(méi)有影響,完全不用擔(dān)心,?!?/p>
特斯拉何時(shí)才能加入標(biāo)普500指數(shù)?
特斯拉已經(jīng)滿(mǎn)足了相應(yīng)的準(zhǔn)入條件,,但并不會(huì)立即就被納入標(biāo)普500指數(shù),,而是要等候標(biāo)普500指數(shù)委員會(huì)公布的結(jié)果——委員會(huì)每月都會(huì)召開(kāi)會(huì)議,審查指數(shù)成分股,,并討論公司名額的調(diào)換,。然而下一次會(huì)議時(shí)間還未公布。
本周早些時(shí)候,,負(fù)責(zé)監(jiān)管標(biāo)普500指數(shù)的標(biāo)普道瓊指數(shù)(S&P Dow Jones Indices)宣布將對(duì)相應(yīng)指數(shù)作出更改,,這也意味著,標(biāo)普委員會(huì)7月的會(huì)議業(yè)已召開(kāi)完畢,。因此,,大概要等到8月下旬,投資者才能獲知特斯拉能否加入標(biāo)普500指數(shù),。
特斯拉還能繼續(xù)盈利嗎,?
特斯拉的收益不斷增長(zhǎng),但馬斯克表示,,他還在尋找公司的利潤(rùn)與汽車(chē)價(jià)格實(shí)惠度兩者間的平衡,。
馬斯克說(shuō):“目前讓我最頭疼的事情是我們生產(chǎn)的汽車(chē)價(jià)格還不夠?qū)嵒荨R鉀Q這個(gè)問(wèn)題,,一方面要保證我們不會(huì)破產(chǎn),,這點(diǎn)很重要,否則就根本談不上降低汽車(chē)價(jià)格了,;另一方面,,也不能把利潤(rùn)設(shè)得太高?!?/p>
除了直接降低汽車(chē)的售價(jià),,馬斯克還欲通過(guò)開(kāi)發(fā)可以同時(shí)容納多名司機(jī)的全自動(dòng)駕駛汽車(chē),來(lái)讓汽車(chē)變得更實(shí)惠,。特斯拉將升級(jí)其駕駛軟件系統(tǒng),,在2020年年底以前實(shí)現(xiàn)汽車(chē)的全自動(dòng)駕駛。在本周的財(cái)報(bào)會(huì)議上,,馬斯克明確表示:“這一技術(shù)可能會(huì)使資產(chǎn)價(jià)值實(shí)現(xiàn)史上最大的一次增幅,。”
馬斯克說(shuō):“至少會(huì)有幾百萬(wàn)輛車(chē)一夜之間價(jià)值翻為原來(lái)的五倍,,每輛車(chē)每周的使用時(shí)長(zhǎng)會(huì)從12小時(shí)上升到60小時(shí),,大致是這個(gè)意思,。”
馬斯克事必躬親,,已經(jīng)早早開(kāi)始親自著手測(cè)試特斯拉的全自動(dòng)駕駛模式,。他說(shuō):“目前為止,全自動(dòng)模式已經(jīng)能在不受任何干擾的情況下,,載我從家去單位工作了,。”除此之外,,他還特別強(qiáng)調(diào),,自己的上班路線(xiàn)包括建筑工地,以及一系列地形復(fù)雜的區(qū)域,,“所以我對(duì)全自動(dòng)駕駛汽車(chē)在今年底之前完工非常有信心——因?yàn)槲乙呀?jīng)切切實(shí)實(shí)用上它了,。”(財(cái)富中文網(wǎng))
編譯:杜心邈
本周三,,特斯拉正式公布財(cái)報(bào),,宣布連續(xù)四個(gè)季度盈利,可謂是疫情期間電動(dòng)汽車(chē)行業(yè)的領(lǐng)頭羊,,加入標(biāo)普500指數(shù)指日可待,。
此前,華爾街金融分析師曾悲觀預(yù)測(cè)特斯拉將營(yíng)收54億美元,,虧損近2.5億美元,。然而,財(cái)報(bào)顯示,,2020年第二季度,,特斯拉營(yíng)收逾60億美元,凈收益1.04億美元,,遠(yuǎn)超分析師預(yù)期,。
雖然分析師先前紛紛唱衰,但股民們?nèi)匀豢春锰厮估摷径鹊陌l(fā)展勢(shì)頭,,持續(xù)購(gòu)買(mǎi)該公司股票,。僅今年7月,特斯拉股價(jià)就上漲了49%,。迄今為止,,特斯拉的市值幾乎翻了兩番,直逼3000億美元,。
本次財(cái)報(bào)公布的盈利情況標(biāo)志著特斯拉首次連續(xù)四個(gè)季度(即在一年內(nèi))實(shí)現(xiàn)正收益,,為其加入標(biāo)普500指數(shù)奠定了重要基礎(chǔ)。后續(xù),,為加入標(biāo)普500指數(shù),,特斯拉還需提高自身市場(chǎng)指數(shù),以吸引投資基金購(gòu)股,,推動(dòng)自身股價(jià)上漲,。
特斯拉最新財(cái)報(bào)發(fā)布后,摩根士丹利(Morgan Stanley)的分析師亞當(dāng)·喬納斯也在一則報(bào)告中寫(xiě)道:“特斯拉真的要加入標(biāo)普500指數(shù)了嗎,?”
先前,,特斯拉股票的做空者們押注特斯拉股價(jià)必會(huì)下跌,而本次的財(cái)報(bào)對(duì)他們來(lái)說(shuō)無(wú)疑是晴天霹靂,。金融分析公司S3 Partners提供的數(shù)據(jù)顯示,,截至上周,做空金額已經(jīng)達(dá)到197億美元,,特斯拉也一躍而成“挾倉(cāng)”的首選對(duì)象(“挾倉(cāng)”是指股價(jià)飆升后,,看跌的投資者趁股價(jià)繼續(xù)上漲前回購(gòu)股票)。
在財(cái)報(bào)電話(huà)會(huì)議中,,特斯拉的首席執(zhí)行官埃隆·馬斯克樂(lè)觀表示:“自公司成立以來(lái),,我從未這么期待和看好過(guò)我們的未來(lái)發(fā)展?!彪m然新冠肺炎疫情對(duì)商業(yè)發(fā)展,,以及消費(fèi)者的旅游、購(gòu)買(mǎi)意愿都造成了負(fù)面影響,,但馬斯克仍然認(rèn)為特斯拉并不受疫情影響,,并自信地說(shuō):“消費(fèi)需求對(duì)我們沒(méi)有影響,完全不用擔(dān)心,?!?/p>
特斯拉何時(shí)才能加入標(biāo)普500指數(shù)?
特斯拉已經(jīng)滿(mǎn)足了相應(yīng)的準(zhǔn)入條件,,但并不會(huì)立即就被納入標(biāo)普500指數(shù),,而是要等候標(biāo)普500指數(shù)委員會(huì)公布的結(jié)果——委員會(huì)每月都會(huì)召開(kāi)會(huì)議,審查指數(shù)成分股,,并討論公司名額的調(diào)換,。然而下一次會(huì)議時(shí)間還未公布。
本周早些時(shí)候,,負(fù)責(zé)監(jiān)管標(biāo)普500指數(shù)的標(biāo)普道瓊指數(shù)(S&P Dow Jones Indices)宣布將對(duì)相應(yīng)指數(shù)作出更改,,這也意味著,標(biāo)普委員會(huì)7月的會(huì)議業(yè)已召開(kāi)完畢,。因此,,大概要等到8月下旬,投資者才能獲知特斯拉能否加入標(biāo)普500指數(shù),。
特斯拉還能繼續(xù)盈利嗎,?
特斯拉的收益不斷增長(zhǎng),,但馬斯克表示,他還在尋找公司的利潤(rùn)與汽車(chē)價(jià)格實(shí)惠度兩者間的平衡,。
馬斯克說(shuō):“目前讓我最頭疼的事情是我們生產(chǎn)的汽車(chē)價(jià)格還不夠?qū)嵒?。要解決這個(gè)問(wèn)題,一方面要保證我們不會(huì)破產(chǎn),,這點(diǎn)很重要,,否則就根本談不上降低汽車(chē)價(jià)格了;另一方面,,也不能把利潤(rùn)設(shè)得太高,。”
除了直接降低汽車(chē)的售價(jià),,馬斯克還欲通過(guò)開(kāi)發(fā)可以同時(shí)容納多名司機(jī)的全自動(dòng)駕駛汽車(chē),,來(lái)讓汽車(chē)變得更實(shí)惠。特斯拉將升級(jí)其駕駛軟件系統(tǒng),,在2020年年底以前實(shí)現(xiàn)汽車(chē)的全自動(dòng)駕駛,。在本周的財(cái)報(bào)會(huì)議上,馬斯克明確表示:“這一技術(shù)可能會(huì)使資產(chǎn)價(jià)值實(shí)現(xiàn)史上最大的一次增幅,?!?/p>
馬斯克說(shuō):“至少會(huì)有幾百萬(wàn)輛車(chē)一夜之間價(jià)值翻為原來(lái)的五倍,每輛車(chē)每周的使用時(shí)長(zhǎng)會(huì)從12小時(shí)上升到60小時(shí),,大致是這個(gè)意思,。”
馬斯克事必躬親,,已經(jīng)早早開(kāi)始親自著手測(cè)試特斯拉的全自動(dòng)駕駛模式。他說(shuō):“目前為止,,全自動(dòng)模式已經(jīng)能在不受任何干擾的情況下,載我從家去單位工作了,。”除此之外,,他還特別強(qiáng)調(diào),,自己的上班路線(xiàn)包括建筑工地,以及一系列地形復(fù)雜的區(qū)域,,“所以我對(duì)全自動(dòng)駕駛汽車(chē)在今年底之前完工非常有信心——因?yàn)槲乙呀?jīng)切切實(shí)實(shí)用上它了?!保ㄘ?cái)富中文網(wǎng))
編譯:杜心邈
Tesla reported its fourth quarterly profit in a row Wednesday, positioning the electric-car maker as a leader in an auto sector that has struggled during the pandemic, and clearing the way for the stock to join the S&P 500.
For the second quarter of 2020, Tesla made $104 million in net income on more than $6 billion in revenues. That beat forecasts by Wall Street analysts who had anticipated a loss of nearly $250 million and revenues of $5.4 billion.
Despite analysts' caution, bullish investors had held out hope for a profitable quarter, bidding up Tesla stock 49% so far in July alone. Year to date, Tesla has nearly quadrupled in value, giving the company a current market capitalization of nearly $300 billion.
The profit was particularly significant because it marks the first time Tesla has recorded four quarters in a row—or a year's worth—of positive earnings, a key milestone for inclusion in the S&P 500 index. Tesla's addition to the S&P 500 would require many investment funds that track the market index to buy the stock, potentially driving its price even higher, as has been the case when other companies have been inducted.
"S&P 500 here we come?" wrote Morgan Stanley analyst Adam Jonas in a note following the earnings report.
The gains are bad news for investors shorting Tesla's stock, who have bet big that its shares will fall. As of last week, short-sellers had put $19.7 billion against Tesla, according to S3 Partners, which highlighted Tesla as a top candidate for a so-called short squeeze—a situation in which a price surge forces bearish investors to buy back the stock before it rises further.
"I've never been more optimistic or excited about the future of Tesla in the history of the company," Elon Musk, Tesla's CEO, said on the earnings call, sounding a bullish tone. While the coronavirus crisis has taken a toll on many companies and sapped consumer interest in travel and many other products, Musk said Tesla had defied the trend. "Demand is not our problem, definitely not," he said. "Don’t worry about demand."
When will Tesla be added to the S&P 500?
Just because Tesla is now eligible to be join the S&P 500 index does not mean it will happen right away. The committee that controls the makeup of the S&P 500 meets once a month to review the index constituents and can swap companies in and out then, but a spokesperson declined to comment on when the next meeting is scheduled to take place.
The company that oversees the S&P 500, S&P Dow Jones Indices, announced changes to its other indices earlier this week, suggesting that the committee's July monthly meeting has already happened. That means it may be mid-to-late August before investors can expect any announcement on whether Tesla will be added to the index when the next round of changes are made.
Can Tesla stay profitable?
Despite Tesla's growing track record of profits, Musk said he was balancing the company's margins with his overall goal of lowering the price of its cars.
"The thing that bugs me the most about where we are right now is our cars are not affordable enough. We need to fix that," Musk said. "So, we need to not go bankrupt, obviously, that’s important, because that will fail in our mission, but we’re not trying to be super profitable, either."
Besides lowering the price, Musk is also seeking to make the cars more affordable by making them fully autonomous, which would allow Tesla vehicles to be shared by multiple drivers. Tesla expects to make its cars fully self-driving by the end of 2020 through a software update, which "may go down as the biggest asset value increase in history as a step change," Musk said on the earnings call.
"You'd have at least a few million cars suddenly becoming 5x more valuable," he said. "They go from 12 hours a week of utility to 60, or something like that."
In typical Musk fashion, he has already been testing Tesla's full autonomous mode himself. "It’s almost getting to the point where I can go from my house to work with no interventions," he said, noting that his route includes construction zones and other complex areas. "That’s why I'm very confident about full self driving functionality being complete by the end of this year—because I’m literally driving it."