Tesla (TSLA) tau tshaj tawm zoo dua-qhov kev xav tau ntawm plaub lub hlis twg cov nyiaj tau los lig hnub Wednesday, tab sis US-raws li hluav taws xob-tsheb tuam hais tias cov teeb meem ntawm cov khoom siv txuas txuas ntxiv qeeb. Tesla Tshuag poob tom qab kev lag luam kaw.
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Nyuam qhuav pib lub hlis no, Tesla tau tshaj tawm blockbuster Q4 xa khoom ntawm 308,600 lub tsheb, nqa nws 2021 tag nrho rau cov ntaub ntawv tawg 936,172. Tesla lub quarter thib plaub xa khoom suav nrog 296,850 Model 3 thiab Y tsheb, thiab 11,750 Model S thiab X qauv.
Cov txiaj ntsig tau zoo siab rau Wall Street, raws li Tesla tau tshwm sim los tswj cov khoom siv hluav taws xob tsis txaus thiab cov teeb meem ntawm cov saw hlau ua tau zoo dua li qee tus neeg tsim khoom sib tw.
Txog tam sim no, Tesla muaj teeb meem txaus ntshai ntawm kev thov tshaj tawm cov khoom siv, cov kws tshuaj ntsuam hais. Kev tsim tawm hauv Austin, Texas, thiab Berlin yog "tus yuam sij rau kev daws cov teeb meem no," Wedbush tus kws tshuaj ntsuam Daniel Ives tau hais hauv tsab ntawv tsis ntev los no rau cov neeg siv khoom.
Berlin, Austin Factories
Lub Hoobkas German thaum kawg yuav tsim ntau yam ntawm Tesla lub tsheb uas tau los rau European cov neeg siv khoom, pib nrog Model Y crossover SUV.
Tesla tsis ntev los no tau txais qhov OK los tsim thawj 2,000 units ntawm nws lub Hoobkas Berlin, thaum nws tseem tos daim ntawv tso cai zaum kawg rau cov nroj tsuag.
Lub caij no, nws zoo nkaus li Model Y kev xa khoom los ntawm Texas tuaj yeem pib thaum kawg ntawm thawj peb lub hlis twg, raws li kev lag luam lub vev xaib Electrek, hais txog qhov tsis muaj npe. Kev pib ntawm Model Y ntau lawm ntawm Tesla lub Hoobkas Austin kuj tseem yog qhov tseem ceeb vim nws siv cov khoom siv roj teeb tshiab thiab 4680 roj teeb hlwb.
Cov roj teeb no, uas tseem zoo li muaj kev sib tw, yog qhov tseem ceeb rau kev pib tsim cov Cybertruck qeeb. Cov ntawv ceeb toom tsis ntev los no qhia tias Cybertruck ntau lawm yuav raug thawb rov qab, txij li xyoo 2022 txog thaum ntxov 2023.
Qhov ntawd zoo tom qab EV pib Rivian's (RIVN) lig-2021 tso tawm ntawm nws cov khoom siv hluav taws xob tag nrho, R1T, thiab sai-rau-lav tsheb thauj khoom hluav taws xob los ntawm General cov Motors lwm yam (GM) thiab Ford (F).
Ford's F-150 xob laim xav kom lub caij nplooj ntoo hlav no. Thawj GM hluav taws xob Silverado, tsom rau cov neeg tsav nkoj tsawg tsawg, xav tias yuav ntaus txoj hauv kev hauv Q2 2023. Ib tus neeg siv khoom siv yuav muaj nyob rau lub caij nplooj zeeg xyoo 2023. GM tau xa ib qho high-end Hummer EV ua ntej xyoo kawg.
Tesla qhov kev tsim tawm ntawm ob qho tib si Berlin thiab Austin cov nroj tsuag yuav zoo li qeeb thaum xub thawj. Tab sis Ives ntseeg tias Berlin cog yuav "txo cov fwj ntawm kev tsim khoom rau Tesla thoob ntiaj teb." Nws hais ntxiv tias Tesla yuav muaj los ntawm qhov kawg ntawm 2022 tag nrho lub peev xwm rau "kwv yees li 2 lab units txhua xyoo los ntawm kwv yees li 1 lab hnub no."
Tesla Khwv Nyiaj
Kwv yees: FactSet cov kws tshuaj ntsuam xav tias Tesla cov nyiaj tau los ntawm ib feem yuav ze li peb npaug rau $ 2.36 hauv Q4 piv rau ib xyoos dhau los. Kev muag khoom tau pom dhia 59.5% rau $ 17.132 billion.
tau: Tesla tshaj tawm Q4 EPS ntawm $ 2.54 ntawm kev muag khoom ntawm $ 17.719 billion, ntawm uas $ 314 lab yog los ntawm kev tswj hwm cov qhab nia.
Lub tuam txhab tau hais hauv tsab ntawv tshaj tawm tias hauv Q4, "cov chaw tsim khoom tau ua haujlwm qis dua lub peev xwm rau ob peb lub hlis twg raws li cov saw hlau tau dhau los ua qhov tseem ceeb txwv, uas yuav txuas ntxiv mus txog xyoo 2022."
Tesla kuj tau hais tias nws tseem tab tom tos qhov kev pom zoo zaum kawg rau nws cov nroj tsuag Berlin. Tsis tas li ntawd, nws tau hais tias nws tau ua "kev vam meej ntawm kev lag luam ntawm Cybertruck, uas tam sim no tau npaj rau Austin ntau lawm tom ntej rau Model Y."
Tesla tuaj yeem muab kev pom tseeb ntxiv ntawm lub Hoobkas qhib thiab cov khoom lag luam qhia txog kev sib tham txog nyiaj tau los.
Tesla Tshuag
Shares tau nce 2.1% rau 937.41 Tshuag lag luam hnub no. Shares poob 1% tom qab kev lag luam kaw. TSLA Tshuag pauv siab txog 1,243.49 thaum Lub Kaum Ib Hlis 4, tab sis tam sim no kwv yees li 25% tawm ntawm 52 lub lis piam siab.
Tesla tus txheeb ze lub zog kab kuj tau poob qis hauv ob peb lub lis piam dhau los. Nws RS Rating yog 88 tawm ntawm qhov zoo tshaj plaws-muaj peev xwm 99. Nws EPS Rating yog 72.
Ntawm lwm cov tuam txhab tsheb hauv Asmeskas nrog kev loj hlob EV slate, GM tau nce 0.9% Hnub Wednesday, Ford poob qis 0.4% thiab Rivian nce 1.1%. Xav tau (LCID) poob 5.8%.
Ntawm Tesla Tuam Tshoj-raws li kev sib tw, Menyuam (NIO) poob 4.7%, Xpeng (XPEV) poob 1.9% thiab Li Pib (Li) poob 1.3%. Warren Buffett-rov qab BYD (BYDDF) nce 0.7%.
Ua raws li Adelia Cellini Linecker ntawm Twitter @IB_Adelia.
KOJ UA LI CAS:
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Tau qhov twg los: https://www.investors.com/news/tesla-stock-slumps-ahead-of-earnings/?src=A00220&yptr=yahoo