Tesla still the best_老虎社区_美港股上老虎

TuSin
2021-06-30

Tesla still the best

Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>

Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.

Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>

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{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":153007302,"tweetId":"153007302","gmtCreate":1624983317106,"gmtModify":1631890181396,"author":{"id":3582855144668356,"idStr":"3582855144668356","authorId":3582855144668356,"authorIdStr":"3582855144668356","name":"TuSin","avatar":"https://static.tigerbbs.com/86fcddd5e48d2a63856bece1b3c4b9b8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>Tesla still the best</body></html>","htmlText":"<html><head></head><body>Tesla still the best</body></html>","text":"Tesla still the best","highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/153007302","repostId":2147558864,"repostType":2,"repost":{"id":"2147558864","kind":"highlight","pubTimestamp":1625035341,"share":"https://www.laohu8.com/m/news/2147558864?lang=zh_CN&edition=full","pubTime":"2021-06-30 14:42","market":"hk","language":"en","title":"Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2147558864","media":"MarketWatch","summary":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\n","content":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.<blockquote>大众汽车、通用汽车和其他三家汽车制造商跻身瑞士银行瑞银最喜欢的电动汽车股票之列。</blockquote> <img src=\"https://static.tigerbbs.com/c016bc1ae9557413b5f6cc887e878cfe\" tg-width=\"1260\" tg-height=\"797\" referrerpolicy=\"no-referrer\">Tesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.<blockquote>瑞银表示，由首席执行官Elon Musk领导的特斯拉仍然是电动汽车领域无可争议的领导者，但在多个方面面临越来越大的压力。</blockquote> Tesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.<blockquote>瑞银周二表示，特斯拉仍然是电动汽车领域的全球领导者，但在中国面临越来越大的压力，其他汽车制造商为热衷于利用这一增长趋势的投资者提供了更好的机会。</blockquote> Analysts at the Swiss bank <a href=\"https://laohu8.com/S/UBS\">$(UBS)$</a> cut their price target on Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.<blockquote>瑞士银行分析师<a href=\"https://laohu8.com/S/UBS\">$（瑞银）$</a>下调特斯拉的目标价<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>股价上涨10%，从730美元上涨至660美元，原因是中国的压力，以及特斯拉自动驾驶产品和Model Y在欧洲推出的延迟。</blockquote> \"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.<blockquote>“我们短期内的主要担忧是特斯拉在中国的需求势头正在放缓，我们的实地检查表明，国产品牌的纯电动汽车与特斯拉相比正在取得进一步的进展，这可能会引发特斯拉采取额外的定价行动，从而降低毛利率，”分析师Patrick Hummel表示。</blockquote> \"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.<blockquote>胡梅尔补充道：“竞争对手推出的电动汽车具有高续航里程、充电性能和有吸引力的性价比，可能会继续影响市场愿意赋予特斯拉长期增长的价值。”</blockquote> In China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO <a href=\"https://laohu8.com/S/NIO\">$(NIO)$</a>, BYD , and XPeng <a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>, which all show strong positive momentum, UBS said.<blockquote>在中国，由Elon Musk领导的电动汽车先驱公司面临着来自蔚来等国内制造商的激烈竞争<a href=\"https://laohu8.com/S/NIO\">$（蔚来）$</a>、比亚迪、小鹏汽车<a href=\"https://laohu8.com/S/XPEV\">$(XPEV)$</a>瑞银表示，所有这些都显示出强劲的积极势头。</blockquote> Now that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.<blockquote>既然大多数主要汽车制造商都决定全力发展电动汽车，新产品线的雄心勃勃的目标是全球最大的汽车公司中反复出现的主题，瑞银指出了四个可能推动汽车股表现优异的因素。</blockquote> They are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.<blockquote>它们是：强劲的电动汽车销售曲线、结晶的投资组合价值、出色的区域和细分市场敞口以及转嫁大宗商品价格上涨的能力。</blockquote> Using these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.<blockquote>利用这些因素，瑞银的分析师发现，欧洲电动汽车领导者、特斯拉最激烈的竞争对手大众XE：VOW（#phrase-company？ref=company%7CXE%3AVOW；onlineSignificance=prominent）得分最高。</blockquote> UBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.<blockquote>瑞银将通用汽车股票的目标价（评级为买入）从75美元上调至79美元，大众汽车的目标价为300欧元（357美元）。通用汽车股票目前交易价格约为59美元，而大众汽车股票交易价格超过216欧元，这意味着两家公司都可以为投资者提供有吸引力的回报。</blockquote> South Korea's Hyundai is another company that could emerge as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto <a href=\"https://laohu8.com/S/LI\">$(LI)$</a> rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, which it rates neutral, to $16 from $13.<blockquote>韩国现代汽车是另一家可能成为<a href=\"https://laohu8.com/S/AONE\">一</a>瑞银表示，随着市场意识到其资产价值，这是最好的重新评级故事之一。法国雷诺和中国理想汽车<a href=\"https://laohu8.com/S/LI\">$(LI)$</a>完成了瑞银最受青睐的五只电动汽车股票的名单。该行还上调了福特的目标价<a href=\"https://laohu8.com/S/F\">$(F)$</a>评级为中性，从13美元上调至16美元。</blockquote> The team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.<blockquote>瑞银的团队在最新的电动汽车消费者调查后仔细审视了行业格局，涉及全球最大电动汽车市场的11,000多名参与者。结果显示，“电动汽车的大规模采用是一个不可阻挡的趋势，并且势头迅速加速，”该团队总结道，43%的消费者可能会考虑购买全电动汽车，高于一年前的37%。</blockquote> For the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.<blockquote>瑞银表示，全电动汽车首次超过插电式混合动力汽车，美国消费者对电动汽车的热情增长最快。调查结束后，瑞银将2021年中国电动汽车销量预测从190万辆上调至250万辆，预计到2025年电动汽车将占全球汽车市场的20%，到2030年将占50%。</blockquote> Tesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.<blockquote>特斯拉仍然是瑞银账面上“无可争议的领导者”。胡梅尔表示，最近的消费者调查“对特斯拉来说全面稳健”，尽管“未来几个季度的势头可能更有利于拥有更繁忙发布渠道的竞争对手。”总之：特斯拉的领先优势正在缩小，投资者最好寻找其他高增长股票的机会。</blockquote>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.<blockquote>瑞银将通用汽车股票的目标价（评级为买入）从75美元上调至79美元，大众汽车的目标价为300欧元（357美元）。通用汽车股票目前交易价格约为59美元，而大众汽车股票交易价格超过216欧元，这意味着两家公司都可以为投资者提供有吸引力的回报。</blockquote> South Korea's Hyundai is another company that could emerge as <a href=\"https://laohu8.com/S/AONE\">one</a> of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto <a href=\"https://laohu8.com/S/LI\">$(LI)$</a> rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford <a href=\"https://laohu8.com/S/F\">$(F)$</a>, which it rates neutral, to $16 from $13.<blockquote>韩国现代汽车是另一家可能成为<a href=\"https://laohu8.com/S/AONE\">一</a>瑞银表示，随着市场意识到其资产价值，这是最好的重新评级故事之一。法国雷诺和中国理想汽车<a href=\"https://laohu8.com/S/LI\">$(LI)$</a>完成了瑞银最受青睐的五只电动汽车股票的名单。该行还上调了福特的目标价<a href=\"https://laohu8.com/S/F\">$(F)$</a>评级为中性，从13美元上调至16美元。</blockquote> The team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.<blockquote>瑞银的团队在最新的电动汽车消费者调查后仔细审视了行业格局，涉及全球最大电动汽车市场的11,000多名参与者。结果显示，“电动汽车的大规模采用是一个不可阻挡的趋势，并且势头迅速加速，”该团队总结道，43%的消费者可能会考虑购买全电动汽车，高于一年前的37%。</blockquote> For the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.<blockquote>瑞银表示，全电动汽车首次超过插电式混合动力汽车，美国消费者对电动汽车的热情增长最快。调查结束后，瑞银将2021年中国电动汽车销量预测从190万辆上调至250万辆，预计到2025年电动汽车将占全球汽车市场的20%，到2030年将占50%。</blockquote> Tesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.<blockquote>特斯拉仍然是瑞银账面上“无可争议的领导者”。胡梅尔表示，最近的消费者调查“对特斯拉来说全面稳健”，尽管“未来几个季度的势头可能更有利于拥有更繁忙发布渠道的竞争对手。”总之：特斯拉的领先优势正在缩小，投资者最好寻找其他高增长股票的机会。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车","NIO":"蔚来","GM":"通用汽车","LI":"理想汽车","XPEV":"小鹏汽车","01211":"比亚迪股份","HYMLY":"Hyundai Motor Co., Ltd.","TSLA":"特斯拉","USB":"美国合众银行","002594":"比亚迪"},"source_url":"https://www.marketwatch.com/story/tesla-is-under-pressure-from-nio-but-these-are-the-best-electric-vehicle-investments-right-now-says-ubs-11624980469?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147558864","content_text":"Volkswagen, GM, and three other carmakers round out the list of Swiss bank UBS' favorite EV stocks.\nTesla, led by CEO Elon Musk, remains the undisputed leader in electric-vehicles, but faces growing pressure on multiple fronts, UBS said.\nTesla remains the world-leader in electric-vehicles but is under increasing pressure in China, with better opportunities emerging among other automakers for investors keen to play the growing trend, UBS said on Tuesday.\nAnalysts at the Swiss bank $(UBS)$ cut their price target on Tesla $(TSLA)$ stock by 10%, from $730 to $660, citing pressure in China, as well as delays to Tesla's self-driving product and launch of the Model Y in Europe.\n\"Our key concern shorter-term is that Tesla's demand momentum in China is slowing, and our checks on the ground suggest that BEVs [Battery Electric Vehicles] from domestic brands are gaining further ground vs. Tesla, which may trigger additional pricing action by Tesla and consequently lower gross margins,\" analyst Patrick Hummel said.\n\"The EV launches from competitors with high range, charging performance and attractive value-for-money, could continue to weigh on the value the market is willing to assign to Tesla's long-term growth,\" Hummel added.\nIn China, the pioneering electric-vehicle company led by Elon Musk faces stiff competition from domestic manufacturers like NIO $(NIO)$, BYD , and XPeng $(XPEV)$, which all show strong positive momentum, UBS said.\nNow that most of the major automakers have decided to go all-in on electric-vehicles, with ambitious targets for new product lines a recurring theme among the world's largest car companies, UBS identifies four factors likely to drive outperformance in auto stocks.\nThey are: a strong EV sales curve, a crystallized portfolio value, excellent regional and segmental exposure, and an ability to pass on higher commodity prices.\nUsing these factors, the analysts at UBS found that Volkswagen XE:VOW (#phrase-company?ref=COMPANY%7CXE%3AVOW;onlineSignificance=prominent), the EV leader in Europe and Tesla's fiercest competitor scored best.\nUBS raised its target price for GM stock--which it rates a buy--to $79 from $75, with the target price for Volkswagen being EUR300 ($357). GM stock is currently trading around $59, while shares in Volkswagen were trading for more than EUR216--implying that both companies could provide attractive returns to investors.\nSouth Korea's Hyundai is another company that could emerge as one of the best re-rating stories as the market comes to realize the value of its assets, UBS said. France's Renault and China's Li Auto $(LI)$ rounded out the list of UBS' five most-favoured EV stocks. The bank also raised its target price on Ford $(F)$, which it rates neutral, to $16 from $13.\nThe team at UBS took a hard look at the industry landscape in the wake of its latest electric-vehicle consumer survey, involving more than 11,000 participants in the world's largest EV markets. The results show that \"EV mass adoption is an unstoppable trend with rapidly accelerating momentum,\" the team concluded, with 43% of consumers likely to consider buying a fully-electric car--up from 37% a year ago.\nFor the first time, fully-electric vehicles are preferred over plug-in hybrids, with keenness for EVs accelerating fastest among American consumers, UBS said. In the wake of the survey, UBS raised its sales forecast for China to 2.5 million EVs in 2021, up from 1.9 million, with a view that EVs will make up 20% of the car market globally by 2025 and 50% by 2030.\nTesla is still the \"undisputed leader\" in UBS' books. The recent consumer survey was \"solid across the board for Tesla,\" Hummel said, though \"momentum in the quarters ahead is likely more in favor of competitors with a busier launch pipeline.\" In conclusion: Tesla's lead is shrinking, and investors would be well advised to seek out other opportunities for high-growth plays.","news_type":1,"symbols_score_info":{"01211":0.9,"F":0.9,"HYMLY":0.9,"NIO":0.9,"LI":0.9,"TSLA":0.9,"USB":0.9,"XPEV":0.9,"002594":0.9,"GM":0.9}},"isVote":1,"tweetType":1,"viewCount":2398,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}

Tesla is under pressure from Nio, but these are the best EV investments right now, analysts say<blockquote>分析师表示，特斯拉面临蔚来的压力，但这些是目前最好的电动汽车投资</blockquote>

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