特斯拉竞争对手发出危险信号 快报

发布时间:   来源:IBKR盈透证券

原文发表于美国时间2023-3-2

发生了什么事情?


(资料图)

电动汽车初创企业Rivian本周公布了一份令人感觉鸡肋的季度业绩财报。

这意味着什么?

人们在2021年曾认为Rivian整装待发将于特斯拉展开竞争,Rivian在美国股市上市时成为有史以来第六大首次上市公司。不过自上市以后,长期的零部件短缺一直束缚着产能,并削弱了这家电动汽车制造商的能力。

更糟糕的是,Rivian公司去年未能实现生产目标似乎打击了该公司对未来的信心:该公司在2023年计划生产5万辆电动汽车,该数字已经是2022年总产量的两倍,不过仍远远低于分析师的预期。最关键的是,Rivian公司在不到两年的时间里已经宣布了三次汽车召回,这让投资者感到不安——该公司的股价随之下跌8%。

为何值得关注?

聚焦:电动汽车竞争加剧

Rivian公司的财报中也隐含了另一个巨大的预警信号:Rivian公司对其卡车的预定数据只字未提,通常该公司每季度会公布一次该数据。这可能是Rivian公司掩盖需求暴跌的策略,经济疲软或该公司电动汽车漫长的等待均有可能是原因。

不论怎样,Rivian公司均需要重整旗鼓:电动汽车业的竞争正在加剧,购车者会毫不犹豫地转向福特或通用汽车的替代产品。

对于市场而言:重拾特斯拉

Rivian公司的股票是去年纳斯达克100指数中表现第二差的股票,意味着投资者已经疏远了该公司。喜新厌旧的投资者看起来回到了更富有吸引力的前任身边:特斯拉,电动汽车业的老玩家,特斯拉已经是一家产生盈利的公司。特斯拉的股价在今年已经上涨了90%,分析师认为特斯拉作为市场向电动汽车转换大潮中的“显著领导者”甚至会进一步上涨。

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这篇文章已被翻译成中文。原英文作者Finimize。如英文版本和中文版本之间有任何不一致,以英文版本为准。该文章中的分析仅为提供信息,不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容,不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买,出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前,您应该考虑是否适合您的具体情况,并在必要时寻求专业建议。

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