Tesla's 'Cool Factor' Ebbing While These 2 Auto Brands Command More Loyalty Than Elon Musk's EV Giant, Morgan Stanley Survey Finds
Tesla's 'Cool Factor' Ebbing While These 2 Auto Brands Command More Loyalty Than Elon Musk's EV Giant, Morgan Stanley Survey Finds
The Tesla, Inc. (NASDAQ:TSLA) brand is losing its charm among the younger generation, while there has been a continued preference for all things Apple, Inc. (NASDAQ:AAPL), Morgan Stanley said in a report released Sunday.
在周日发布的一份报告中，摩根士丹利表示，特斯拉汽车公司（NASDAQ:TSLA）品牌正在失去年轻一代的魅力，而所有苹果公司或其他业务的使用依然保持着不断增长的趋势。
ICEs Over EVs: Morgan Stanley's survey of 575 summer interns, who will likely grow to be the next-gen business leaders, revealed that they preferred gasoline-powered cars over electric vehicles by nearly a 2:1 ratio.
摩根士丹利对575名夏季实习生进行的一项调查显示，他们对汽油车的喜爱程度几乎是电动车的2倍，这说明他们将可能成为下一代商业领袖。
The ideas of these are bound to challenge the status quo, the firm said.
该公司表示，这些想法必将挑战现有的格局。
The preference for EVs fell for a second year, with only 15% favoring these vehicles. This was 22% in 2023 and 30% in 2022. On the other hand, ICEs were favored by 28%, up from 23% in 2022.
对新能源车的偏好已经连续第二年下降，仅有15%的受访者喜欢这些车型。而在2023年这个数字是22%，在2022年是30%。另一方面，汽油车的喜好从2022年的23%增长到了现在的28%。
The data affirms Morgan Stanley's view as it took down its 2030 EV penetration forecast from 25% to 20%.
这份数据证实了摩根士丹利的观点。他们将2030年的新能源车渗透率预测从25%调低到了20%。
A little more than 50% think owning/leasing a car will still be necessary in 2030, up from 48% of the respondents who thought likewise last year.
略多于50%的受访者认为在2030年拥有或租用一辆汽车仍将是必要的，而去年同样持有这种看法的受访者只有48%。
The percentage of respondents who said they would not use robotaxis increased from 12% last year to 19% in 2024. "Full autonomy may be farther out than most predict – particularly from a consumer trust standpoint," Morgan Stanley said.
摩根士丹利表示，拥有无人 taxi 所需的信任度会更远。在今年的调查中，表示不会使用 robotaxis 的受访者的比例从去年的12%上升到了今年的19%。
Tesla's "cool factor" is cooling, the firm said, with only 11% of the respondents saying it is the most desirable brand, down from 14% last year and 30% in 2021. Tesla's loss translated to gains for Mercedes-Benz Group AG's (OTC:MBGAF) Mercedes brand and Bayerische Motoren Werke AG (OTC:BMWYY). The former was the most desirable for 19% of the respondents, while the latter for 15%.
该公司表示，特斯拉的“酷炫因素”正在降温。只有11%的受访者认为特斯拉是最受欢迎的品牌，而去年这个数字为14%，而2021年为30%。特斯拉的失利为梅赛德斯-奔驰集团股份公司(OTC:MBGAF)和宝马集团(BMWYY)带来了收益。前者是受访者中最有吸引力的品牌，占了19%的份额，而后者则占了15%的份额。
Apple Brand Pull Intact: Morgan Stanley said there has been continued preference for "all things Apple". The survey found that the iPhone was the dominant smartphone brand, with 93% ownership, up two points from 2023. The preference for the iPhone stems from the focus on superior battery life and compatibility with other owned technology devices.
摩根士丹利表示，人们对于“所有苹果公司”的喜好依然持续。调查显示，iPhone是主打智能手机品牌，93%的受访者都拥有一部iPhone，比2023年增长了两个百分点。iPhone的喜好源于对优秀电池寿命的关注以及与其他拥有的技术设备的兼容性。
But only 4% mentioned AI-powered features as one of the most important drivers of smartphone purchases, which will be key to iPhone upgrades this next cycle.
但只有4%的受访者认为AI功能是智能手机购买的最重要因素之一，这将成为下一波iPhone升级的关键。
A recent BofA report said Apple customers remain loyal to the iPhone — with its unique iOS operating system being the chief selling point among a generation of iPhone users — they may not embrace the Vision Pro just yet.
最近的一份 BofA 报告称，虽然这一代 iPhone 的用户对于这款手机仍然忠诚，但这款手机独特的iOS 操作系统只是其中的一个主要卖点而已。
Beyond the iPhone, respondents' Apple ecosystem spending remained robust, with 68% of them spending on
Apple Services in the last 6 months, and 93% owning at least one Apple device in addition to an iPhone, with AirPod, Mac and iPad at the top of the list. However, only 1% of the respondents currently owned the Apple Vision Pro AR/VR headset.
除了iPhone，受访者对于苹果的生态系统花费仍然很可观，在过去的6个月中，68%的受访者在苹果业务上花费了钱，而且在拥有一部iPhone的基础上，拥有AirPods、Mac和iPad等设备的受访者占总比例的93%。
但目前只有1%的受访者拥有苹果Vision Pro增强现实/虚拟现实头戴显示器。
Tesla fell 1.13% to $189.59 in premarket trading, according to Benzinga Pro data, while Apple moved down 0.83% to $208.07.
据Benzinga Pro的数据显示，在盘前交易中，特斯拉下跌了1.13%，至189.59美元，而苹果股价下跌了0.83%，至208.07美元。
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