「路透社」特斯拉股價在中國註冊量激增後上漲並獲高盛肯定(譯)

原標題:Tesla shares extend rally after China registration surge and nod from Goldman

報道:Noel Randewich


(Reuters) - Tesla’s (TSLA.O) stock extended its recent rally on Wednesday following a surge in China car registrations and after Goldman Sachs initiated coverage of the electric car maker with a “buy” recommendation.

(路透社)-特斯拉股票在週三延續其近期漲勢,因此前其在中國的汽車註冊量激增,且高盛對這家電動汽車製造商的評級調整為“買入”。


Shares of the Silicon Valley automaker rose nearly 2%, bringing their gain this week to 26% as traders look beyond the short-term impact of the coronavirus pandemic, which has forced Tesla to close its California factory, furlough workers and cut salaries.

這家硅谷汽車製造商的股價上漲了近2%,本週漲幅達到26%,因交易員們已不再只關注新冠病毒的短期影響,此前特斯拉被迫關閉了其加利福尼亞的工廠,讓工人放假並削減了薪水。


Tesla’s China car registrations jumped 450% in March, month on month, data from auto consultancy LMC Automotive showed. Overall auto sales in China plunged 43.4% in March, as a coronavirus pandemic continued to depress demand.

汽車諮詢公司LMC Automotive的數據顯示,3月份特斯拉在中國的汽車註冊量環比增長了450%。由於新冠病毒持續抑制需求,3月中國汽車總銷量暴跌43.4%。


In a note late on Tuesday, Goldman Sachs analyst Mark Delaney started coverage of Tesla with a $864 price target, compared to its latest price of $723.

在週二晚些時候的一份報告中,高盛分析師馬克·德萊尼(Mark Delaney)開始對特斯拉進行報道,目標價為864美元,而最新價格為723美元。


“We believe that the combination of Tesla’s product leadership (including its over-the-air updates to continue to improve vehicle performance), brand/early-mover advantage, vertical integration, and the long development cycles in autos (new cars can take 2-4 years to develop) will help Tesla to maintain a strong market position,” Delaney wrote.

“我們相信,特斯拉產品的領先優勢(包括其空中升級[即OTA技術]以持續改善車輛性能),品牌/先行者優勢,垂直整合以及汽車的長開發週期(開發新車可能需要2 -4年)將有助於特斯拉保持穩固的市場地位。”德萊尼寫道。


Wall Street has long been divided over Tesla and its chief executive, Elon Musk. Supporters expect Tesla to become a dominant global car maker, with a fleet of driverless taxis, while many skeptics doubt Tesla can become sustainably profitable.

長期以來,華爾街對特斯拉及其首席執行官埃隆·馬斯克(Elon Musk)的態度一直存在分歧。支持者預計特斯拉將成為擁有無人駕駛出租車隊的全球領先汽車製造商,而許多持懷疑態度的人則懷疑特斯拉能否持續盈利。


Goldman Sachs’ previous Tesla analyst, David Tamberrino, had a “sell” rating and a $158 price target as of last June, the lowest on the street at that time.

高盛此前的特斯拉分析師戴維·塔姆貝里諾(David Tamberrino)截至去年6月將其評級為“賣出”,並將目標股價定為158美元,是當時的最低水平。


Previously, in 2016, Goldman Sachs attracted attention when it upgraded Tesla to “buy” just hours before the car maker announced a $2 billion stock offer with Goldman Sachs and Morgan Stanley acting as joint lead bookrunners.

此前,2016年時,高盛在將特斯拉調整為“買入”評級時吸引了關注,因該行為就發生在特斯拉宣佈高盛和摩根士丹利將就其20億股票增發擔任聯席牽頭賬簿管理人的前幾個小時。


Tesla’s stock has doubled from its March low and remains down 20% from its record high close in February, before fears about the impact of the coronavirus on the global economy triggered a deep stock market sell-off.

在因擔心新冠病毒對全球經濟的影響而引發的股市大幅拋售的背景下,特斯拉的股價已從3月份的低點翻了一番,但較2月份的歷史高點仍下跌20%。


分享到:


相關文章: