特斯拉“宏圖篇章3”令人失望？大摩、Wedbush：較傳統汽車製造商仍有較大優勢
來源：智通財經
$特斯拉(TSLA.US)$在週三的投資者活動日上公佈了萬衆矚目的“宏圖篇章3(Master Plan Part 3)”，但沒有提供外界期待已久的一體化壓鑄技術以及價格更低的新一代電動汽車的任何確切細節，尤其是後者令投資者頗感失望。“宏圖篇章3”在很大程度上是馬斯克對地球可持續能源轉型的宏大願景、以及特斯拉致力於成爲能源轉型領導者的野心，而非特斯拉的路線圖。
特斯拉在週三表示，支持增長將是首要任務，機會性併購和債務削減也在其中。特斯拉的高管們重申，公司的目標是到2030年每年生產2000萬輛電動車。值得一提的是，特斯拉的目標是通過下一代製造流程和戰略將成本降低50%。
投資者對特斯拉未能提供下一代電動汽車的細節感到失望，這種失望情緒體現在其股價表現上。截至發稿，特斯拉週四美股盤前跌近8%。
不過，摩根士丹利認爲，特斯拉在垂直整合方面的大膽努力即將獲得回報，因爲目前電動汽車的價格過於昂貴。分析師Adam Jonas表示：“在投資者活動日結束後，我們會問，在特斯拉的競爭對手中，誰能跟上計劃中的用於建設電動汽車和固定儲能製造基地的1700多億美元支出?”
分析師指出：“如果特斯拉能夠達成其成本目標，再加上其運營紀律，我們會發現，傳統汽車製造商將很難在電動汽車盈利方面與特斯拉競爭。”這將是一個值得關注的問題，$通用汽車(GM.US)$、$福特汽車(F.US)$、$豐田汽車(TM.US)$、$本田汽車(HMC.US)$、$大衆汽車(ADR)(VWAGY.US)$、梅賽德斯奔馳、$寶馬汽車(ADR)(BMWYY.US)$、日產和$Stellantis NV(STLA.US)$等傳統汽車製造商都在電氣化方面投入巨資。
Wedbush也認爲，特斯拉的投資者活動日是一場展示活動，表明該公司正在爲成爲現在和未來電動汽車行業的領導者奠定基礎。分析師Dan Ives表示：“對於投資者來說，特斯拉在生產和銷售電動汽車方面領先於汽車行業其他公司的程度是非常清楚的。週三的投資者活動日再次展示了特斯拉在全球的廣度和規模。”
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