Tesla Inc. tau teem sijhawm los tshaj tawm cov nyiaj tau los hauv peb lub hlis twg rau hnub Wednesday tom ntej, nrog rau cov tub ua lag luam xav tias yuav rov qab los ntawm Thawj Tswj Hwm Elon Musk rau qhov kev tshwm sim tom qab hu thiab bracing rau dab tsi yuav yog cov xov xwm txhawj xeeb rau Cybertruck thiab cov khoom siv-chain snags.
Musk hais rau Wall Street xyoo tas los nws tsis zoo li yuav nyob hauv Tesla yav tom ntej
TSLA,
Cov nyiaj khwv tau los "tshwj tsis yog muaj qee yam tseem ceeb uas kuv yuav tsum tau hais," thiab nws tsis nyob hauv EV tus tsim lub quarter thib peb hu rau lub Kaum Hli.
Tus Thawj Coj tweeted thaum lub Kaum Ib Hlis lig nws tau muab "daim ntawv qhia kev hloov kho cov khoom lag luam" ntawm kev hu xov tooj rau lub quarter thib plaub, ua ntej uas hu rau 2021 xyoo ntawm "kev npau suav phem saw hlau & nws tsis tas!"
Muaj cov ntawv ceeb toom Cybertruck, ib qho tsis pom zoo-zoo li lub tsheb thauj khoom hluav taws xob tau nthuav tawm hauv 2019, tau ncua sijhawm.
Lub tsheb thauj khoom, Tesla thawj qhov kev tawm tsam rau hauv qhov pib-lub cev style Asmeskas cov neeg nyob hauv tau nyiam rau ntau xyoo lawm, xav tias yuav pib tsim tawm xyoo no thiab ncav cuag ntim ntau lawm thaum ntxov 2023, uas twb yuav ob peb xyoos tom qab lub sijhawm thiab ob peb lub hlis tom qab hluav taws xob nqa. tsheb thauj khoom los ntawm General Motors Co.
gm,
Ford Tsav Co.
F,
thiab ntau lwm yam OEMs nrog rau cov neeg tuaj tshiab xws li Rivian Automotive Inc.
RIVN,
Related: Ntau lub tsheb thauj khoom hluav taws xob tuaj rau hauv khw. Tab sis Leej Twg Yuav Yuav Lawv?
Tesla ua rau Wall Street xav tsis thoob thaum lub hli dhau los nrog cov ntaub ntawv muag khoom thib plaub, uas tau nce ze li 90% los ntawm tib lub sijhawm xyoo 2020.
"Tag nrho cov cim taw qhia rau lwm lub quarter muaj zog rau Tesla, uas tau muab tso ua ke ib qho kev ua tau zoo ntawm cov nyiaj tau los (yim ntawm cuaj lub hlis dhau los)," CFRA kws tshuaj ntsuam Garrett Nelson tau hais.
Cov ntaub ntawv teev tseg peb lub hlis twg ntawm kev tsim khoom thiab muag khoom muab Tesla "qhov tseem ceeb hauv qab-kab leverage muab tus nqi ruaj khov ntawm kev tsim tsheb," nws hais.
Cov ntsiab lus tseem ceeb rau cov nyiaj tau los suav nrog Tesla's 2022 cov lus qhia, lub sijhawm rau kev tsim cov khoom lag luam ntawm cov chaw tsim khoom tshiab nce hauv Texas thiab lub teb chaws Yelemees, tshwj xeeb tshaj yog nyob rau hauv lub ntsej muag ntawm semiconductor tsis txaus thiab cov teeb meem xa khoom, thiab cov kauj ruam tom ntej hauv nws txoj kev loj hlob mus sij hawm ntev kom nce. Kev tsim khoom txhua xyoo los ntawm qhov tseem ceeb ntawm 40 ntawm 2020 thiab 2030, Nelson tau hais.
Ntawm no yog dab tsi tshwm sim:
Nyiaj tau los: FactSet kev pom zoo hu rau Tesla kom tshaj tawm cov nyiaj tau los ntawm ib feem ntawm $ 2.25 rau lub quarter. Qhov ntawd yuav piv nrog cov nyiaj tau los hloov kho ntawm 80 xees ib feem hauv lub quarter thib plaub ntawm 2020.
Kev kwv yees, lub platform coob coob uas suav nrog kev kwv yees los ntawm Wall Street cov kws tshuaj ntsuam xyuas nrog rau cov kws tshuaj ntsuam yuav khoom, tus thawj tswj hwm nyiaj txiag, cov thawj coj hauv tuam txhab, cov kws tshaj lij thiab lwm tus, xav tias yuav tau txais txiaj ntsig ntawm $ 2.53 ib feem rau Tesla.
Cov nyiaj tau los: Cov kws tshuaj ntsuam xyuas los ntawm FactSet tab tom hu rau kev muag khoom ntawm $ 17.0 nphom rau Tesla, uas yuav piv nrog $ 10.7 nphom hauv lub quarter thib plaub ntawm 2020. Kev kwv yees kwv yees kwv yees kwv yees $ 17.4 nphom hauv cov nyiaj tau los rau lub quarter.
Tus nqi Tshuag: Tesla sib koom khaws cia nrog qhov ntsuas dav dav, nce 20% hauv 12 lub hlis dhau los piv nrog qhov nce ntawm 21% rau S&P 500 Performance index.
SPX,
Cov Tshuag tau ua tau zoo tshaj qhov Performance index los ntawm cov paj loj hauv peb lub hlis dhau los, txawm li cas los xij: 17% ua ntej piv nrog 2% ua ntej rau S&P.
Lwm yam yuav tau txais: Cov neeg lag luam yuav txaus siab mloog Tesla cov lus qhia 2022, txawm tias tus tsim EV tau xaiv los muab cov ntsiab lus tsis txaus ntseeg hauv nws cov lus qhia.
Txawm hais tias tsis muaj "kev taw qhia ncaj qha," Emmanuel Rosner ntawm Deutsche Bank tau cia siab tias yuav muaj "kev hloov tshiab zoo" los ntawm Tesla ntawm kev loj hlob thiab cov peev txheej muaj peev xwm rau xyoo 2022, thiab "nyob ntawm qhov khoom tshiab thiab thev naus laus zis."
Lwm cov ntsiab lus tseem ceeb rau peb lub hlis twg suav nrog lub sijhawm ntawm kev tsim cov khoom lag luam rau Tesla cov chaw tsim khoom tshiab hauv Austin, Texas, cheeb tsam, thiab hauv tebchaws Yelemes, thiab cov ntsiab lus hais txog nws txoj kev lag luam lwm lub zog, cov xwm txheej ntawm nws cov roj teeb hauv tsev, thiab muag hauv Suav teb.
Nrog rau ob lub chaw tsim khoom tshiab los ntawm kab, "Tesla yuav tsum muaj qhov muaj peev xwm txaus siab tshaj" kev kwv yees ntau lawm, Piper Sandler tus kws tshuaj ntsuam Alexander Potter tau hais hauv tsab ntawv tsis ntev los no. "Tab sis Tuam Tshoj txoj cai 'zero COVID' tuaj yeem hem kev ua haujlwm hauv Shanghai, yog li peb tab tom sim ua tus thawj coj qib, nws hais.
Tus kws tshuaj ntsuam Matthew Portillo ntawm Tudor Pickering thiab Holt tau hais tias nws yuav ua tib zoo saib xyuas cov xov xwm nyob ib ncig ntawm Tesla Megapack, qhov chaw cia loj loj uas lub tuam txhab tau tsim tawm hauv 2019.
Tesla cov khoom siv hnub ci tseem "tshaj" vim yog tus nqi ntawm kev teeb tsa, tab sis Megapack "tseem yog ib feem ntawm cov ntaub ntawv tseem ceeb uas zoo nkaus li ntxim nyiam rau peb nrog cov roj teeb hluav taws xob hluav taws xob yog qhov tseem ceeb tshaj plaws los tsim-tawm ntawm cov peev txheej txuas ntxiv mus thoob ntiaj teb," nws hais. .
Qhov kev thov rau cov khoom tseem "muaj zog heev muab cov backlog ntawm kev txiav txim nrog cov khoom xa tuaj ntxov tshaj plaws (lig 2022) ncav cuag yuav luag ib xyoos," nws hais.
Tau qhov twg los: https://www.marketwatch.com/story/tesla-earnings-news-about-the-cybertruck-and-new-factories-could-set-the-tone-for-2022-11642618106?siteid=yhoof2&yptr= yahoo