Tesla Inc. qhov kev txiav tus nqi tsis ntev los no ntawm cov tsheb muag hauv Asmeskas thiab Tuam Tshoj taw qhia txog qhov teeb meem xav tau, ib qho uas tuaj yeem txuas ntxiv mus rau xyoo 2023 thiab txo qis ntawm cov khoom siv hluav taws xob-tsheb tuam.
Qhov ntawd yog los ntawm Bernstein tus kws tshuaj ntsuam Toni Sacconaghi, ib qho ntawm ob peb Tesla
TSLA,
-3.21%
dais tawm ntawm Wall Street.
"Tesla nce ntxiv kom muaj qhov teeb meem xav tau," ua tsaug rau kev sib tw EV, Tesla "nqaim" thiab cov khoom lag luam kim, uas tau nce mus txog qhov tsis txaus, thiab kev lag luam thoob ntiaj teb tsis muaj zog, Sacconaghi tau hais hauv tsab ntawv tshaj tawm hnub Wednesday.
Sacconaghi muaj qhov sib npaug ntawm kev muag khoom ntawm cov khoom lag luam thiab cov phiaj xwm nqi ntawm $ 150, ua rau muaj kev poob qis ntawm 20% tshaj hnub Wednesday tus nqi.
Raws li FactSet, tus nqi nruab nrab lub hom phiaj ntawm Tesla Tshuag yog nyob ib ncig ntawm $ 289, nrog ntau dua ib nrab ntawm cov kws tshuaj ntsuam xyuas nws qhov kev yuav.
Sacconaghi kwv yees tias qhov kev txiav yuav txiav tawm qhov nruab nrab ntawm cov nqi muag thoob ntiaj teb li ntawm 2.6%, lossis $ 1,400 ib lub tsheb.
Ib qho txiaj ntsig zoo yuav qis dua, tab sis Wall Street vam tias Tesla cov paj tau paj hauv lub quarter thib plaub "tej zaum yuav muaj kev pheej hmoo," tus kws tshuaj ntsuam tau hais.
"Qhov tseem ceeb tshaj, peb ntseeg tias Tesla yuav xav tau txiav nqi ntxiv rau xyoo 2023 hauv Suav teb txhawm rau txhawb kev thov," thiab yuav tsum tau txiav tawm mus tas li hauv Teb Chaws Asmeskas kom tsim nyog rau cov nyiaj thim rov qab cuam tshuam nrog Txoj Cai txo nqi nyiaj txiag, tus kws tshuaj ntsuam tau hais.
Kev poob qis hauv cov nqi nruab nrab thoob ntiaj teb kom qis li $ 50,000 hauv xyoo tom ntej, los ntawm $ 53,500 hauv peb lub hlis twg, zoo li ua tau, Sacconaghi tau hais.
Ntawm qhov tod tes, qee qhov offsets tuaj yeem tshwm sim los pab cov npoo, tshwj xeeb tshaj yog nyob rau hauv Texas thiab lub teb chaws Yelemees cov chaw tsim khoom tshiab, kev tsim kho kev txhim kho nrog rau cov khoom siv qis dua thiab cov nqi thauj khoom, thiab cov nqi se ntawm cov roj teeb, nws hais.
"Ntawm net, peb ntseeg tias TSLA muaj lub peev xwm los them $ 2,000-3,600 / tsheb hauv kev txiav nqi rau xyoo tom ntej, txawm hais tias feem ntau nws tuaj yeem nyob hauv op ex & se credits," Sacconaghi tau hais.
Tesla shares tau poob txog 51% txog rau tam sim no xyoo no, piv nrog kev poob ntawm ib ncig ntawm 17% rau S&P 500 Performance index.
SPX,
-0.19%
Muab qhov kev thim rov qab ntawd, cov khoom lag luam pheej hmoo / nqi zog sib npaug yog "sib npaug ntau dua, txawm tias tseem muaj qhov tsis zoo, vim Tesla qhov kev ntsuas qhov tseeb, thiab qhov pheej hmoo pheej hmoo ntawm kev hloov kho qis dua thaum muaj peev xwm xav tau," tus kws tshuaj ntsuam tau hais.
Tesla muaj teeb meem thov, lossis yog li Tesla dais hais
Tesla Inc. qhov kev txiav tus nqi tsis ntev los no ntawm cov tsheb muag hauv Asmeskas thiab Tuam Tshoj taw qhia txog qhov teeb meem xav tau, ib qho uas tuaj yeem txuas ntxiv mus rau xyoo 2023 thiab txo qis ntawm cov khoom siv hluav taws xob-tsheb tuam.
Qhov ntawd yog los ntawm Bernstein tus kws tshuaj ntsuam Toni Sacconaghi, ib qho ntawm ob peb Tesla
-3.21%
TSLA,
dais tawm ntawm Wall Street.
"Tesla nce ntxiv kom muaj qhov teeb meem xav tau," ua tsaug rau kev sib tw EV, Tesla "nqaim" thiab cov khoom lag luam kim, uas tau nce mus txog qhov tsis txaus, thiab kev lag luam thoob ntiaj teb tsis muaj zog, Sacconaghi tau hais hauv tsab ntawv tshaj tawm hnub Wednesday.
Sacconaghi muaj qhov sib npaug ntawm kev muag khoom ntawm cov khoom lag luam thiab cov phiaj xwm nqi ntawm $ 150, ua rau muaj kev poob qis ntawm 20% tshaj hnub Wednesday tus nqi.
Raws li FactSet, tus nqi nruab nrab lub hom phiaj ntawm Tesla Tshuag yog nyob ib ncig ntawm $ 289, nrog ntau dua ib nrab ntawm cov kws tshuaj ntsuam xyuas nws qhov kev yuav.
Sacconaghi kwv yees tias qhov kev txiav yuav txiav tawm qhov nruab nrab ntawm cov nqi muag thoob ntiaj teb li ntawm 2.6%, lossis $ 1,400 ib lub tsheb.
Ib qho txiaj ntsig zoo yuav qis dua, tab sis Wall Street vam tias Tesla cov paj tau paj hauv lub quarter thib plaub "tej zaum yuav muaj kev pheej hmoo," tus kws tshuaj ntsuam tau hais.
"Qhov tseem ceeb tshaj, peb ntseeg tias Tesla yuav xav tau txiav nqi ntxiv rau xyoo 2023 hauv Suav teb txhawm rau txhawb kev thov," thiab yuav tsum tau txiav tawm mus tas li hauv Teb Chaws Asmeskas kom tsim nyog rau cov nyiaj thim rov qab cuam tshuam nrog Txoj Cai txo nqi nyiaj txiag, tus kws tshuaj ntsuam tau hais.
Kev poob qis hauv cov nqi nruab nrab thoob ntiaj teb kom qis li $ 50,000 hauv xyoo tom ntej, los ntawm $ 53,500 hauv peb lub hlis twg, zoo li ua tau, Sacconaghi tau hais.
Ntawm qhov tod tes, qee qhov offsets tuaj yeem tshwm sim los pab cov npoo, tshwj xeeb tshaj yog nyob rau hauv Texas thiab lub teb chaws Yelemees cov chaw tsim khoom tshiab, kev tsim kho kev txhim kho nrog rau cov khoom siv qis dua thiab cov nqi thauj khoom, thiab cov nqi se ntawm cov roj teeb, nws hais.
"Ntawm net, peb ntseeg tias TSLA muaj lub peev xwm los them $ 2,000-3,600 / tsheb hauv kev txiav nqi rau xyoo tom ntej, txawm hais tias feem ntau nws tuaj yeem nyob hauv op ex & se credits," Sacconaghi tau hais.
Tesla shares tau poob txog 51% txog rau tam sim no xyoo no, piv nrog kev poob ntawm ib ncig ntawm 17% rau S&P 500 Performance index.
-0.19%
SPX,
Muab qhov kev thim rov qab ntawd, cov khoom lag luam pheej hmoo / nqi zog sib npaug yog "sib npaug ntau dua, txawm tias tseem muaj qhov tsis zoo, vim Tesla qhov kev ntsuas qhov tseeb, thiab qhov pheej hmoo pheej hmoo ntawm kev hloov kho qis dua thaum muaj peev xwm xav tau," tus kws tshuaj ntsuam tau hais.
Tau qhov twg los: https://www.marketwatch.com/story/tesla-has-a-demand-problem-or-so-a-tesla-bear-says-11670453049?siteid=yhoof2&yptr=yahoo