特斯拉(TSLA)

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CAPE calls for Canada's Public Sector Pension plan to divest from Tesla
GlobeNewswire News Room· 2025-04-10 03:58
OTTAWA, Ontario, April 09, 2025 (GLOBE NEWSWIRE) -- Today, the Canadian Association of Professional Employees is calling on the Canadian Public Sector Pension Investment Board, and all pension funds in Canada, to divest from all Tesla holdings. Elon Musk, Tesla’s owner and the richest person on the planet, has been using his corporate influence to destroy government and public services in the U.S. He is using his unelected role heading up the Department of Government Efficiency (DOGE) to dismantle essential ...
Why Tesla Stock Is Soaring Today Even as Tariff Trouble Mounts
The Motley Fool· 2025-04-10 01:23
文章核心观点 - 特斯拉股价周三反弹 华尔街公司将其加入“最佳想法”名单 分析师看好其未来产品发布但也有人因马斯克承诺常未兑现建议暂时避开该股 [1][2][5] 股价表现 - 特斯拉股价周三反弹 截至美国东部时间下午1点05分上涨5.2% 早盘曾上涨6.4% [1] 分析师观点 - 基准分析师米奇·莱格发布乐观研究报告 将特斯拉加入公司“最佳想法”名单 虽承认其近期销售下滑但认为担忧过度 [2] - 莱格将目标价从475美元降至350美元 但仍较当前约230美元的股价有较大上涨空间 基准维持对该股的买入评级 [2] 未来催化剂 - 分析师乐观预期集中在特斯拉预计的产品发布上 认为2025年第二季度推出的新车型或扭转近期汽车销售下滑趋势 [3] - 分析师认为特斯拉计划今年夏天在得克萨斯州奥斯汀推出的机器人出租车服务可能是重要催化剂 [3] - 公司承诺发布名为Optimus的个人机器人 莱格称其可能改变游戏规则 使公司从汽车制造商转变为广泛的自动化供应商 [4] - 首席执行官埃隆·马斯克称公司计划今年建造5000个Optimus机器人 [4] 风险因素 - 马斯克有做出重大承诺但未实现的历史 产品发布的成功和时间都不确定 [5]
Elon Musk ratchets up attacks on Navarro as Tesla shares slump for fourth day
CNBC· 2025-04-09 04:33
文章核心观点 特斯拉股价连续四日暴跌,CEO马斯克抨击特朗普贸易顾问纳瓦罗,反映出政府内部对关税政策并非一致认同,且特斯拉受关税及自身业务问题影响面临困境 [1][2] 特斯拉股价情况 - 过去四个交易日特斯拉股价下跌22%,今年以来下跌45%,自年初以来市值损失超5850亿美元 [4] - 上周特斯拉股价结束了自2022年以来表现最差的一个季度 [8] 马斯克与纳瓦罗冲突 - 马斯克周末开始抨击纳瓦罗,称哈佛经济学博士学位不是好事,周二称纳瓦罗是白痴、比一袋砖头还笨等 [1][2] - 白宫新闻秘书称两人在贸易和关税问题上观点不同,会让他们继续公开争吵 [3] 关税对特斯拉影响 - 特朗普此前对非美国组装车辆征收25%关税,虽特斯拉美国销售车辆国内组装,但材料和零部件关税将增加生产成本 [5][6] 特斯拉业务状况 - 上周公司报告第一季度交付量同比下降13%,未达分析师预期 [8] - 第一季度特斯拉因马斯克政治言论和白宫工作遭遇抗议、抵制和一些针对车辆及设施的犯罪活动 [9] 马斯克贸易观点 - 马斯克认为欧美应实现零关税,建立欧美自由贸易区,其观点与总统政策形成鲜明对比,且特斯拉在欧洲有工厂,欧洲委员会曾与SpaceX合作 [7] 马斯克政治活动 - 马斯克花费约2900亿美元助力特朗普重返白宫,现领导政府效率部,削减成本、消除监管并裁减数万个联邦工作岗位 [9]
Nvidia leads Magnificent 7 comeback
Proactiveinvestors NA· 2025-04-08 23:56
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Tesla Is Our Highest Conviction Long In The Tariff Fallout (Rating Upgrade)
Seeking Alpha· 2025-04-08 22:54
Tesla, Inc. ( TSLA ) valuations have depreciated by more than 50% since the Trump rally peaked in mid-December. The combination of slowing auto sales and head-on exposure to tariff implications have been a one-two punch to both theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...
Tesla's Energy & Storage Unit is Thriving: Is it the Only Bright Spot?
ZACKS· 2025-04-08 22:35
文章核心观点 - 特斯拉核心电动汽车业务承压,公司寄希望于人工智能和无人驾驶出租车业务,但尚处早期阶段,而能源和储能业务发展良好,是公司优势所在,同时该业务面临弗luence Energy和Enphase Energy等竞争对手,此外特斯拉股价表现不佳,估值和盈利预期也不理想 [1][2][8] 特斯拉业务情况 电动汽车业务 - 核心电动汽车业务面临需求疲软和竞争激烈的压力,销售受到影响,且CEO马斯克的政治参与对品牌形象不利 [1] 能源和储能业务 - 能源和储能业务蓬勃发展,得益于Megapack和Powerwall产品受市场欢迎,Powerwall用于家庭和小型商业设施储能,Megapack服务于商业、工业和公用事业客户的大规模能源需求 [2] - 过去三年能源存储部署量复合年增长率达180%,2024年部署量同比飙升113%,主要受加州拉思罗普超级工厂扩张推动,2025年第一季度部署了10.4 GWh,同比增长156%,马斯克预计2025年部署量至少再增加50% [3] - 能源生产与存储部门是特斯拉利润率最高的部门,2024年毛利率达26%,因其材料和运营成本相对较低,是公司的优势支柱 [4] 竞争对手情况 Fluence Energy - 是全球公用事业规模储能领域的领导者,是特斯拉Megapack的主要竞争对手,提供先进电池系统、人工智能驱动软件和电网服务,其将于2025年底推出的Smartstack平台以及与Cordelio Power合作部署1 GWh国产电池储能项目将进一步巩固其市场地位 [5][6] Enphase Energy - 制造和销售家庭能源解决方案,在住宅储能领域与特斯拉Powerwall竞争更激烈,以太阳能微型逆变器闻名,已拓展至家用电池系统,提供集成太阳能加储能解决方案,帮助业主减少对电网依赖并高效管理能源使用 [5][7] 股价、估值和盈利预期情况 股价表现 - 特斯拉股价年初至今下跌约42%,而行业下跌37.5% [8] 估值情况 - 特斯拉的远期市销率为6.82,高于行业水平,价值评分为F [10] 盈利预期 - 过去30天,特斯拉盈利的Zacks共识预期呈下降趋势 [11]
Is Tesla's In-House 4680 Battery a Game-Changer in the Making?
ZACKS· 2025-04-08 22:10
文章核心观点 - 特斯拉在电池创新上取得重大里程碑,其4680电池生产成本低于外部供应商,其他电动车公司也在推进电池技术,同时介绍了特斯拉股价表现、估值和预期情况 [1][5][7] 特斯拉电池创新成果 - 特斯拉内部生产的4680电池比外部供应商更具成本效益,每千瓦时成本在供应链伙伴中最低 [1] - 虽不是单纯电池制造商,但兼顾多业务的情况下,成本效率超松下和LG等供应商 [2] - 多年努力扩大4680电池生产规模,去年9月达到生产1亿个电池的里程碑,该电池设计有高能量密度和性能优势 [3] - 在美国建设锂精炼厂,有望进一步降低成本,显示其通过电池技术实现垂直整合和降低电动车成本的决心 [4] 其他电动车公司电池技术进展 - 比亚迪是全球领先的可充电电池生产商,1995年从电池制造起步,利用专业知识发展电动车业务,其“刀片电池”垂直整合生产降低成本、提高效率 [5] - 通用汽车与LG能源解决方案成立合资企业推进电池技术,虽出售兰辛电池厂股份,但继续在俄亥俄州和田纳西州开展电池合资项目,供应协议确保关键电池材料稳定获取 [6] 特斯拉股价表现、估值和预期 - 特斯拉股价年初至今下跌约42%,行业下跌37.5% [8] - 特斯拉远期市销率为6.82,高于行业,价值评分F [10] - 过去30天,特斯拉盈利的Zacks共识预期下降 [12] - 特斯拉股票目前Zacks排名为3(持有) [13]
Rivian: Tesla's Loss Is This Automaker's Gain
Seeking Alpha· 2025-04-08 21:35
Sharp fear has overtaken the markets, suddenly sending the major U.S. indices into a correction after a roaring years-long rally. And yet underneath the volatility, investors who are able to stomach some short-term pain have a great opportunity to pick up shares of fantasticWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the indus ...
EXCLUSIVE: Tesla Bulls Are Bruised Not Beaten, Says Direxion's Egilinsky
Benzinga· 2025-04-08 20:37
Tesla Inc‘s TSLA brutal year continues.The electric car company’s stock is down nearly 38.5% year to date, as the electric vehicle giant struggles with falling sales, stiffening competition, and political noise that's increasingly hard to ignore."This has been a rough stretch for those traders who have been bullish on the stock," said Ed Egilinsky, Managing Director at Direxion, in an exclusive interview with Benzinga."Increasing competition, declining sales, and the softening in consumer demand have all co ...
TSLA, PLTR and SMCI Forecast – Major Tech Stocks Look to Recover
FX Empire· 2025-04-08 20:33
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