'He Floats Like A Butterfly': Jim Cramer Compares Elon Musk To Muhammad Ali, Explains Recent Rally In Tesla Stock
'He Floats Like A Butterfly': Jim Cramer Compares Elon Musk To Muhammad Ali, Explains Recent Rally In Tesla Stock
Even when Tesla is down, you can't count the company out, according to Jim Cramer, who suggested Monday that CEO Elon Musk is to business what legendary heavyweight Muhammad Ali is to boxing.
即使特斯拉跌了，你也不能轻视这家公司，据吉姆・克莱默称，周一他暗示首席执行官伊隆・马斯克对于商业的能力就像传奇重量级拳击手穆罕默德・阿里对拳击的能力一样。
Round 1: Monday on CNBC's "Squawk On The Street," Cramer suggested that you don't want to bet against Musk, even when it looks like he's up against the ropes.
第1轮：周一CNBC的“交易时间”上，克拉默建议即使看起来像他被压得透不过气来，你也不想对马斯克打赌。
"He floats like a butterfly," Cramer said, comparing Musk to Ali. "And you know how he stings?"
"他像蝴蝶一样在飞舞," 克拉默比喻马斯克就像阿里。 "你知道他怎么会刺吗？"
Tesla stock had been down more than 30% year to date before racing higher on nine consecutive green days and turning positive for the year.
在连续九个交易日上涨并转为正收益之前，特斯拉股价今年以来已经下跌了30％以上。
The turnaround started on the company's last earnings call. Although Tesla missed analyst estimates, Musk reiterated his vision for the future around AI, Full Self-Driving and robotaxis, which sparked a rally in the EV stock.
拐点始于公司上次业绩会。虽然特斯拉未达到分析师的预期，但马斯克重申了对AI、全自动驾驶和机器人出租车未来愿景的信心，这引发了这只电动汽车股票的一波涨跌。
Round 2: Tesla shares had been stuck in a trading range in recent months before breaking out in late June as analysts argued that the company was "very well positioned to deliver robust multi-year growth." The rally accelerated in July after Tesla reported strong delivery numbers that came in ahead of analyst estimates.
第2轮：特斯拉股价在最近几个月一直在交易区间内波动，直到今年6月下旬突破前高，分析师们认为该公司“非常有实力在未来数年保持强劲增长”。这次涨势在7月加速，特斯拉发布了强于分析师预期的交付数据。
"A lot of people felt like they had him on the ropes," Cramer said.
“很多人觉得他被压在角落里了，” 克拉默说。
Round 3: Cramer attributed much of the recent rally to anticipation over the company's upcoming Robotaxi day on Aug. 8. In a note to clients last week, RBC Capital highlighted robotaxis as Tesla's biggest valuation driver moving forward.
第3轮：克拉默将最近涨势归因于人们对于特斯拉即将推出的“Robotaxi Day” 的期待。RBC资本在上周给客户的一封研报中强调机器人出租车是特斯拉未来最大的估值驱动因素。
Cramer also believes the stock is continuing to trade higher on momentum following Musk's pay package approval. After 77% of shareholders voted in favor of Musk's pay package last month, the Tesla CEO said the company's future would be "mind-blowing."
克拉默还认为，股票因马斯克的薪酬计划获批而继续上涨。上个月，超过77％的股东投票支持马斯克的薪酬计划后，特斯拉首席执行官表示，公司的未来将会“令人震惊”。
"We're not just opening a new chapter for Tesla, we're starting a new book," Musk told shareholders before suggesting that Tesla's valuation could exceed $30 trillion in the future on the back of Optimus.
马斯克告诉股东，在Optimus的支持下，特斯拉的估值可能会超过30万亿。
Just last week, Musk responded to a post on X about crushing short sellers betting against the future of Tesla.
就在上周，马斯克回应了一篇X发的文章，称粉碎押注特斯拉未来的空头卖方。
"Once Tesla fully solves autonomy and has Optimus in volume production, anyone still holding a short position will be obliterated. Even Gates," Musk said in the X post.
“一旦特斯拉全面解决自动驾驶问题并大规模生产Optimus，仍持有空头头寸的人将会被拜托。即使是盖茨，”马斯克在 X 的发布中如此说道。
Cramer suggested that it's not wise to bet against Tesla with Musk at the helm. "You don't get Elon Musk on the ropes," he said, adding that "he's not a guy who's in the corner."
克拉默认为，在有马斯克领导下，打赌特斯拉不是一个明智的选择。他说：“不要把伊隆・马斯克逼到死角里。” 他还补充说，“他不是那种被逼到角落里的人。”
TSLA Price Action: After rallying more than 45% over the last month, Tesla shares are now positive for the year. The stock was up 0.22% at $252.07 at the time of publication Monday, according to Benzinga Pro.
TSLA股价表现: 在过去一个月大涨超过45％之后，特斯拉的股价今年以来已经转为正收益。根据Benzinga Pro的数据，周一股价为 $252.07，上涨 0.22％。
- Tesla's Market Share In China Drops In June As EV Sales Drop By More Than 20% Over 2023
- 特斯拉在中国的市场份额在六月份下降，随着电动车销量比2023年下降超过20%。
This illustration was generated using artificial intelligence via Midjourney.
此插图是通过Midjourney使用人工智能生成的。