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With Musk Describing Gigafactories as “Money Furnaces,” Should You Buy Telsa Stock?

With Musk Describing Gigafactories as “Money Furnaces,” Should You Buy Telsa Stock?

马斯克将巨型工厂描述为“金钱熔炉”,你应该购买Telsa的股票吗?
InvestorPlace ·  2022/06/24 13:37

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$Tesla(TSLA.US)$ shareholders are forced to live with a chief executive officer (CEO) who is probably the most disruptive individual in the tech industry. This has big advantages — much of Tesla's progress over the past decade has been largely because of CEO Elon Musk's sheer force of will, determination, and a bit of showmanship. That has been a big win for TSLA stock, as well.

$特斯拉(TSLA.US)$股东们被迫与一位可能是科技行业最具颠覆性的人的首席执行官(CEO)共存。这有很大的好处--特斯拉在过去十年的进步很大程度上归功于首席执行官埃隆·马斯克纯粹的意志力、决心和一点作秀技巧。这也是特斯拉股票的一大胜利。

That disruptive streak can have a downside, too. There has been plenty of that on display of late, including the recent comment that he feels "super bad" about the economy. Musk is at it again, with an interview published yesterday where he describes Tesla's new gigafactories in Berlin and Austin as "gigantic money furnaces." Here's the full quote via CNBC:

这种颠覆性也可能有不利的一面。最近有很多这样的言论,包括最近关于他对经济感到“超级糟糕”的评论。马斯克又来了,他在昨天发表的一篇采访中将特斯拉在柏林和奥斯汀新建的巨型工厂描述为“巨大的摇钱炉”。以下是完整的引文,通过CNBC:

"Both Berlin and Austin factories are gigantic money furnaces right now. OK? It should be like a giant roaring sound which is the sound of money on fire. […] Berlin and Austin are losing billions of dollars right now because there's a ton of expense and hardly any output."

柏林和奥斯汀的工厂现在都是巨大的摇钱炉。好吗?它应该像一个巨大的咆哮声,这是金钱着火的声音。[…]柏林和奥斯汀现在损失了数十亿美元,因为它们的成本很高,但几乎没有任何产出。

If you were considering adding TSLA stock to your portfolio, this statement may have given you pause. With good cause. However, this isn't just any company, it's Tesla. If you were considering buying TSLA stock with an eye on long-term growth, the case for doing so remains solid, despite the billions of dollars Musk says are being burned up by those gigafactories. Here's why.  

如果你正在考虑将特斯拉股票加入你的投资组合,这句话可能会让你犹豫。有很好的理由。然而,这不是普通的公司,而是特斯拉。如果你考虑购买特斯拉的股票,着眼于长期增长,那么你仍然有充分的理由这样做,尽管马斯克说这些巨型工厂正在烧掉数十亿美元。原因如下。

Ticker Company Price TSLA Tesla, Inc. $730.05

代码机 公司 价格特斯拉特斯拉公司:730.05美元

Classic Example of Short-Term Challenges

短期挑战的经典例子

Looking beyond the headline quote, the idling at Tesla's Berlin and Austin gigafactories is a classic, short-term challenge. These factories aren't white elephants. They may indeed be burning through billions of dollars at the moment, but that is because of a specific issue — and it's not lack of demand.

除了标题中的引述,特斯拉柏林和奥斯汀巨型工厂的闲置是一个典型的短期挑战。这些工厂不是无用之物。他们目前可能确实在烧掉数十亿美元,但这是因为一个特定的问题--而不是需求不足。

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The issue boils down to supply chain problems. Tesla is ramping up to produce electric vehicles (EVs) using its new 4680 battery. At the same time, Musk says tools needed to produce cars using the traditional 2170 batteries are trapped in a port in China. As this is going on, production at the Shanghai gigafactory is being suspended for two weeks for upgrades. That's not a tough decision, given the disruption there because of Covid-19 lockdowns. Tesla is making the most of the situation.

这个问题归根结底是供应链问题。特斯拉正在加紧生产电动汽车(EVS),使用其新的4680电池。与此同时,马斯克表示,使用传统的2170电池生产汽车所需的工具被困在中国的一个港口。在这种情况下,上海巨型工厂的生产将停产两周,以进行升级。考虑到新冠肺炎被封锁导致的中断,这并不是一个艰难的决定。特斯拉正在最大限度地利用这种情况。

Elon Musk's wording will probably have a much bigger impact on TSLA stock than the actual impact of the slowdown will, especially in the short-term.

与经济放缓的实际影响相比,埃隆·马斯克的措辞对新浪特斯拉股票的影响可能要大得多,尤其是在短期内。

Tesla's Picture Remains Compelling Long-Term

特斯拉的图景从长远来看仍然令人信服

The reason to buy TSLA stock is the company's massive head start and leading position in the EV industry.

之所以购买特斯拉的股票,是因为该公司在电动汽车行业拥有巨大的领先优势和领先地位。

In the first quarter, Tesla maintained its dominant position. In the U.S., the Model 3 and Model Y were the top two selling EVs in the first quarter. The company held an impressive 68% of the EV market, despite the growing number of EVs being sold by traditional auto makers and startups. That news came after the company was reported to once again be the world's top-selling EV maker in 2021 by a wide margin. Demand remains so high that some Tesla models are now sold out in the U.S. until 2023.

第一季度,特斯拉保持了主导地位。在美国,Model 3和Model Y是第一季度销量最高的两款电动汽车。尽管传统汽车制造商和初创企业销售的电动汽车数量不断增加,但该公司仍占据着令人印象深刻的68%的电动汽车市场份额。这一消息是在该公司被报道再次遥遥领先地成为2021年全球最畅销电动汽车制造商之后发布的。需求仍然很高,一些特斯拉车型目前在美国的销售量一直持续到2023年。

All this is happening in an EV market that has begun to hit its rapid growth phase and will continue to gain momentum as charging infrastructure expands and gas prices remain high.

所有这一切都发生在电动汽车市场,该市场已开始进入快速增长阶段,随着充电基础设施的扩张和汽油价格居高不下,该市场将继续获得动力。

Should You Buy TSLA Stock?

你应该购买特斯拉的股票吗?

Tesla's gigafactories are "money furnaces" right now. Does that mean you should avoid TSLA stock? If short-term volatility is outside of your comfort zone, you may want to stay on the sidelines for a bit. However, TSLA is a Portfolio Grader "A" rated stock and Tesla is a company with a bright future.

特斯拉的巨型工厂现在成了“摇钱炉”。这是否意味着你应该避免购买特斯拉股票?如果短期波动性超出了你的舒适区,你可能想要保持一段时间的观望。然而,特斯拉是一种投资组合评分器评级为A的股票,特斯拉是一家前景光明的公司。

If you want to add a long-term growth stock to your portfolio, now is the time to buy Tesla stock. Especially at its 40% discount compared to the start of the year.

如果你想在你的投资组合中增加一只长期成长型股票,现在是购买特斯拉股票的时候了。尤其是与年初相比有40%的折扣。

On the date of publication, neither Louis Navellier nor the InvestorPlace Research Staff member primarily responsible for this article held (either directly or indirectly) any positions in the securities mentioned in this article.

在文章发表之日,Louis Navellier和主要负责本文的InvestorPlace Research工作人员都没有(直接或间接)持有本文提到的证券的任何头寸。

The post With Musk Describing Gigafactories as "Money Furnaces," Should You Buy Telsa Stock? appeared first on InvestorPlace.

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