特斯拉、蔚来等电动汽车制造商股价何以飞涨？
Aaron Pressman
2020-07-07
尽管电动汽车制造商的领军者特斯拉和蔚来在上周发布了亮眼的季度报告后就再无动静，但整个行业的股价却于周一迎来了一轮飞涨。
特斯拉上周的财报显示，该公司第二季度交付了近91,000辆汽车，股价也在周一收涨逾13%，以1,371.58美元的价格收盘，创下历史新高，仅过去一个月就上涨了55%。与此同时，挑战特斯拉行业霸主地位的竞争对手——中国的新能源汽车制造商蔚来在6月的报告中也展现出了创纪录的业绩，甚至比特斯拉还要亮眼。周一，蔚来的股价高涨23%，至11.51美元，仅略低于其历史最高点，较一个月前翻了一番。
在新冠疫情全球大流行期间，整个汽车行业遭受重创：老牌汽车制造商如通用汽车，丰田和菲亚特克莱斯勒的销售业绩都在第二季度下滑了至少33%。但特斯拉和蔚来的业绩表现却依旧强劲惹眼。周一，包括JMP Securities和J.P. Morgan在内的几位分析师都上调了对特斯拉的目标价。
电动汽车行业制造商的股票大涨，联动它们的市值一起高升，但这却让一些分析师感到担忧：他们尤其担心，特斯拉的股票正处于泡沫区域，最终很可能会暴跌。Cowen公司的研究分析师杰弗里•奥斯本说：“虽然马斯克野心勃勃，但现在这样高涨的势头，对特斯拉而言不见得是好事，更可能是一种错误的导向，会带来非常不利的后果。”他对特斯拉的目标股价仅为300美元，不到当前价格的四分之一。
更引人注目的是，在周一的大盘中，电动汽车行业里一些名不见经传、市值较低的小公司，却有着甚至比巨头更加迅猛的涨势。成立五年的加拿大电动汽车制造商ElectraMeccanica Vehicles的股价上涨了65%，过去一个月的收益更是高达279%。电动汽车充电站网点运营商Blink Charging的涨幅也有59%，过去一个月里更是高达282%。高速三轮电动车制造商Arcimoto在周一上涨了6%，过去一个月上涨165%。另一家中国的电动汽车制造商康迪科技集团周一上涨15%，过去一个月上涨了37%。
当然，电动汽车领域并非一片向好，也有一些有志在此大展身手的企业遇了冷，被同行们甩在了身后。周一的大盘显示，Nikola Motor的股价就下跌了14%，尽管和上个月相比，该公司仍收获了36%的涨幅。正在开发电动货车和无人机业务的Workhorse Group的股票也下跌了16%。同样，这样的业绩和前一个月相比，仍然收获了五倍的增幅。（财富中文网）
编译：陈聪聪
尽管电动汽车制造商的领军者特斯拉和蔚来在上周发布了亮眼的季度报告后就再无动静，但整个行业的股价却于周一迎来了一轮飞涨。
特斯拉上周的财报显示，该公司第二季度交付了近91,000辆汽车，股价也在周一收涨逾13%，以1,371.58美元的价格收盘，创下历史新高，仅过去一个月就上涨了55%。与此同时，挑战特斯拉行业霸主地位的竞争对手——中国的新能源汽车制造商蔚来在6月的报告中也展现出了创纪录的业绩，甚至比特斯拉还要亮眼。周一，蔚来的股价高涨23%，至11.51美元，仅略低于其历史最高点，较一个月前翻了一番。
在新冠疫情全球大流行期间，整个汽车行业遭受重创：老牌汽车制造商如通用汽车，丰田和菲亚特克莱斯勒的销售业绩都在第二季度下滑了至少33%。但特斯拉和蔚来的业绩表现却依旧强劲惹眼。周一，包括JMP Securities和J.P. Morgan在内的几位分析师都上调了对特斯拉的目标价。
电动汽车行业制造商的股票大涨，联动它们的市值一起高升，但这却让一些分析师感到担忧：他们尤其担心，特斯拉的股票正处于泡沫区域，最终很可能会暴跌。Cowen公司的研究分析师杰弗里•奥斯本说：“虽然马斯克野心勃勃，但现在这样高涨的势头，对特斯拉而言不见得是好事，更可能是一种错误的导向，会带来非常不利的后果。”他对特斯拉的目标股价仅为300美元，不到当前价格的四分之一。
更引人注目的是，在周一的大盘中，电动汽车行业里一些名不见经传、市值较低的小公司，却有着甚至比巨头更加迅猛的涨势。成立五年的加拿大电动汽车制造商ElectraMeccanica Vehicles的股价上涨了65%，过去一个月的收益更是高达279%。电动汽车充电站网点运营商Blink Charging的涨幅也有59%，过去一个月里更是高达282%。高速三轮电动车制造商Arcimoto在周一上涨了6%，过去一个月上涨165%。另一家中国的电动汽车制造商康迪科技集团周一上涨15%，过去一个月上涨了37%。
当然，电动汽车领域并非一片向好，也有一些有志在此大展身手的企业遇了冷，被同行们甩在了身后。周一的大盘显示，Nikola Motor的股价就下跌了14%，尽管和上个月相比，该公司仍收获了36%的涨幅。正在开发电动货车和无人机业务的Workhorse Group的股票也下跌了16%。同样，这样的业绩和前一个月相比，仍然收获了五倍的增幅。（财富中文网）
编译：陈聪聪
Share prices of electric-vehicle makers zoomed on Monday despite little news beyond last week’s impressive quarterly results from leading players Tesla and Nio.
The stock of Tesla, which said last week that it had delivered almost 91,000 vehicles in the second quarter, jumped 13% on Monday, closing at an all-time high of $1,371.58 and marking a 55% gain over just the past month. Meanwhile, Chinese automaker Nio, which has been challenging Tesla in China with futuristic-looking SUVs, saw its shares do even better after reporting record results for June. Its stock rose 23% to $11.51 on Monday, just below its all-time high, to more than double the price a month ago.
The strong sales results from Tesla and Nio amid the COVID-19 pandemic came even as the overall global car industry suffers. Second-quarter sales for General Motors, Toyota, and Fiat Chrysler slipped 33% or more. Several analysts raised their price targets on Tesla on Monday, including JMP Securities and J.P. Morgan.
The big gains in the stocks of electric-vehicle makers have pushed their market values sky-high, alarming some analysts. They’re concerned that Tesla’s shares, in particular, are in bubble territory and that they may eventually pop. “We see a lot more that can go wrong than can go right as the company transitions into Mr. Musk’s greater vision,” Cowen research analyst Jeffrey Osborne wrote. His price target of $300 for the company’s stock is more than 75% below its current price.
The stock price gains of EV makers on Monday were even sharper among less well known and less highly valued companies. ElectraMeccanica Vehicles, a five-year-old Canadian electric-vehicle maker, saw its stock price jump 65% on Monday, giving it a gain of 279% over the past month. Blink Charging, which runs networks of vehicle-charging stations, rose 59% on Monday and 282% over the past month. Arcimoto, maker of high-speed, three-wheeled electric carts, gained 6% on Monday and 165% over the past month. Kandi Technologies Group, another Chinese EV manufacturer, gained 15% on Monday and 37% over the past month.
A few recent high-fliers in the electric-vehicle sector were left out of Monday’s rally. Nikola Motor, a newer maker of electric and hydrogen-powered vehicles, lost 14% on Monday, although it is still up 36% over the past month. And shares of Workhorse Group, which is developing electric vans and drones, lost 16%. It’s still up fivefold over the past month.
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