特斯拉再暴跌!市值一夜蒸發369億美元,匯豐建議“賣出”,拜登支持組建工會
隔夜,特斯拉又暴跌5%,股價跌破210美元,最新報209.98美元/股,總市值6664.75億美元,昨日一夜蒸發369億美元,約合2700億人民幣。
拉長時間來看,特斯拉今年1月開始走高,在7月中旬觸頂之後,震盪走低,年內累計升超70%。

拜登支持建工會
消息面上來看,一方面,UAW工會在與汽車三巨頭的斡旋中取得勝利,讓投資者擔憂類似的事情會發生在特斯拉身上,而拜登最新的發言將這種情緒推到了最高。
為了明年的選舉,拜登一直髮聲支持工會。在週四對UAW的工人發表了講話時,拜登向UAW主席Shawn Fain表示祝賀,並強調了工會與底特律三大汽車製造商達成的初步協議,該協議結束了近45天的罷工。
他稱:“我希望所有汽車工人都能獲得這種合同。”
在與三巨頭的談判取得勝利之後,Shawn Fain就曾表示,希望利用此次罷工的餘威,對其他沒有工會組織的車廠展開行動,如特斯拉和豐田。
對此,拜登表示,自己“絕對”支持UAW將特斯拉和豐田工人納入工會的努力。
匯豐建議“賣出”
每次大跌之後,關於特斯拉的“鬼故事”就出現了。
最新,匯豐銀行分析師Michael Tyndall下調特斯拉評級為“賣出”,設定目標價146美元,與當前股價的股價相比還有30%的下跌空間。
分析師指出三點負面原因:首先,對特斯拉交付量目標的實現存疑。特斯拉此前定下目標,到2030年交付2000萬輛汽車,而分析師則表示,該數字看起來“過於樂觀”,存在各種想法的時間和商業化的不確定性。
其次,類似人形機器人和超級計算機的項目,雖然看似是一片光明,但這些增長故事要成為現實,才能支撐特斯拉當前的股價。而“這些項目的重大延遲或發展表明,這些項目缺乏技術或者監管可行性,這對特斯拉構成了重大風險”。
最後,分析師指出,馬斯克既是特斯拉的資產,也是特斯拉的風險。他們認可,馬斯克是一位“有魅力的首席執行官,擁有一羣狂熱的追隨者”,“符合創新者的敍事”。
當然,匯豐對特斯拉的看法不完全是負面的。分析師認為,特斯拉的核心汽車業務面臨的挑戰比現有企業少,因此值得溢價。
他們認為,由於普及率不斷提高,電動汽車是一個成長型市場,而且很可能會持續幾十年。特斯拉已經是成本領導者,考慮到其公開的雄心,它很可能將繼續保持這種地位。
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