中國銷售量暴增兩倍，推動特斯拉股價創新高
Anne Sraders
2020-06-09
圖片來源：GettyImages
由于中國5月的Model 3電動汽車銷量增長了兩倍，特斯拉在本周一創下了949美元的歷史最高收盤價。
根據中國乘用車協會的數據，特斯拉在 5 月向中國客戶銷售了超過11,000輛于上海制造的Model 3 電動汽車，而4 月的銷量只有3,635輛。
新冠疫情后出現的需求反彈，被Wedbush分析師丹?伊夫斯稱為“牛市理論向前發展的關鍵”。
特斯拉股價迄今累計上漲逾120%，自去年夏天以來已上漲超過340%，2月的最高股價為917美元。中國對Model 3 電動轎車的需求增加“對特斯拉來說，是黑暗中的一線曙光。”伊夫斯寫道。周一的數據是“一個強有力的指標，表明在過去幾個月前所未有的疲軟宏觀背景下，這一關鍵地區的需求開始上升，”他說，“我們仍然相信，隨著特斯拉不斷與國內外競爭對手爭奪市場份額，中國的電動汽車需求將開始加速。”
據伊夫斯預計，特斯拉在全球的銷量可能達到40萬臺，在中國的銷量可能達到10萬臺。他同時指出，特斯拉將“繼續在競技場上占據主導地位”，這家電動汽車制造商的銷量有望在2021年 “遠遠超過”50萬輛。
不過對做空特斯拉的交易員來說,7%的上漲是個壞消息。因為此前，像安德魯?萊福特的香櫞研究、托馬斯?克勞格斯的GMT Capital，以及克里斯平?奧德伊的Odey 資產管理公司等知名空頭都因為公司股價的持續攀升而虧損。
特斯拉在本周一發布的一份報告中指出，因為抗擊新冠疫情而采取的停產措施，讓全球空氣質量有所改善，這對電動汽車來說是一大福音。報告中還表示，“考慮到電動汽車對空氣質量的積極影響，在不久的將來，很多城市里可能只會出現電動汽車。”（財富中文網）
編譯：于佳鑫
由于中國5月的Model 3電動汽車銷量增長了兩倍，特斯拉在本周一創下了949美元的歷史最高收盤價。
根據中國乘用車協會的數據，特斯拉在 5 月向中國客戶銷售了超過11,000輛于上海制造的Model 3 電動汽車，而4 月的銷量只有3,635輛。
新冠疫情后出現的需求反彈，被Wedbush分析師丹?伊夫斯稱為“牛市理論向前發展的關鍵”。
特斯拉股價迄今累計上漲逾120%，自去年夏天以來已上漲超過340%，2月的最高股價為917美元。中國對Model 3 電動轎車的需求增加“對特斯拉來說，是黑暗中的一線曙光。”伊夫斯寫道。周一的數據是“一個強有力的指標，表明在過去幾個月前所未有的疲軟宏觀背景下，這一關鍵地區的需求開始上升，”他說，“我們仍然相信，隨著特斯拉不斷與國內外競爭對手爭奪市場份額，中國的電動汽車需求將開始加速。”
據伊夫斯預計，特斯拉在全球的銷量可能達到40萬臺，在中國的銷量可能達到10萬臺。他同時指出，特斯拉將“繼續在競技場上占據主導地位”，這家電動汽車制造商的銷量有望在2021年 “遠遠超過”50萬輛。
不過對做空特斯拉的交易員來說,7%的上漲是個壞消息。因為此前，像安德魯?萊福特的香櫞研究、托馬斯?克勞格斯的GMT Capital，以及克里斯平?奧德伊的Odey 資產管理公司等知名空頭都因為公司股價的持續攀升而虧損。
特斯拉在本周一發布的一份報告中指出，因為抗擊新冠疫情而采取的停產措施，讓全球空氣質量有所改善，這對電動汽車來說是一大福音。報告中還表示，“考慮到電動汽車對空氣質量的積極影響，在不久的將來，很多城市里可能只會出現電動汽車。”（財富中文網）
編譯：于佳鑫
Good news for Tesla bulls: The Elon Musk–led company just hit a new record high, closing over $949 on Monday, in part on news that the electric-vehicle maker tripled its Model 3 sales in China in May amid a boost in demand.
Sales of Tesla's Model 3 vehicle made in Shanghai topped 11,000 vehicles in May versus 3,635 in April, according to a report by the China Passenger Car Association (CPCA).
That bounce back in demand, after a rough couple of months because of the coronavirus, is what Wedbush's Dan Ives calls "a linchpin to the bull thesis moving forward."
That bull thesis seems to be getting more traction lately, as the stock has skyrocketed over 120% year to date and is up over 340% since last summer. The stock's previous high was $917 in February. Improving demand in China for the Model 3 "remains a ray of light for Tesla in a dark global macro," writes Ives. Indeed, the numbers on Monday are "a very strong indicator that demand in this key region is starting to ramp after an unprecedented soft macro backdrop and pandemic over the past few months," according to Ives, and he says, "We continue to believe EV demand in China is starting to accelerate with Tesla competing with a number of domestic and international competitors for market share."
Moving forward, Tesla could reach sales of 400,000 units globally (down from estimates of 550,000 before COVID-19), and about 100,000 in China, Ives estimates. He notes Tesla "continues to dominate the arena," and he believes the electric-vehicle maker is on track to deliver "well over" 500,000 vehicles in 2021—with Model 3 "leading the charge and China a key market on the other side of this dark valley."
Monday's 7% pop was more bad news for Tesla short-sellers, as in the past prominent bears like Andrew Left's Citron Research, funds at Tom Claugus’s GMT Capital, and Crispin Odey's Odey Asset Management have previously lost out as the company's stock continues to climb.
Also on Monday, Tesla pointed to improvements in air quality because of coronavirus-related shutdowns (which Musk previously called "fascist") as a potential boon for electric vehicles, in a report released Monday. "It is not hard to imagine that many cities could become electric-only in the near future as they begin to witness the impact that ICE vehicles have on air quality," Tesla said in the report.
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