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Luis TNS 保密 ID: 102570968
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    投行伯恩斯坦 (Bernstein)發佈最新報告稱,傳統的汽車原始設備製造商(OEM)
    如今銷售了全球99%的汽車,其中97%是內燃機汽車,2%是純電動汽車。此外,該行還指出,15家最大的原始設備製造商的總市值爲1.2萬億美元,僅略高於特斯拉等純電動汽車廠商的1.1萬億美元市值,值得注意的是,純電動汽車廠商目前的汽車銷量佔全球總銷量的1%,卻佔汽車行業市值的45%。
    伯恩斯坦分析師Toni Sacconaghi表示:“大衆相信純電動汽車廠商最終將主宰汽車世界。2014年,純電動汽車廠商的汽車銷量佔了所有純電動汽車銷量的15%。如今這一比例爲28%。然而,即使到2030年其最終能佔到所有電動汽車銷量的50%(該假設可能有點激進),也很難證明這些純電動汽車廠商目前的估值是合理的。”
    伯恩斯坦稱,市場已經考慮到,傳統的原始設備製造商在未來將無法提供有競爭力的電動汽車產品,或者在這方面將會非常滯後。此外,投資者似乎認爲,由於直接分銷和自動駕駛等附加服務,新的電動汽車新貴生產的每輛車將能夠產生顯著更高的利潤。
    對此,該行認爲,汽車行業是一個日益全球化和高度競爭的行業,過剩利潤和技術創新可能會隨着時間的推移而被競爭淘汰,就像歷史上的情況一樣。因此,每輛1萬美元的全自動駕駛汽車將從根本上改變汽車行業的利潤率(和估值)狀況。
    已翻譯
    2
    專欄 Investment
    Investment only needs to master basic financial knowledge, such as price-earnings ratio, price-to-book ratio, dividend ratio and debt ratio.
    Live frugally, and enjoy life only when you reach a certain wealth goal.
    The money used for investment must be spare cash. Increase savings and reserve investment capital. Reserve one year's income before starting to invest.
    Clarify the objectives of investment and financial management. Only by defining your own goals can you know what kind of risks to pay and what kind of targets to invest in.
    Take the long period as the main axis and capture the bottom, the bottom of the period.
    Increase the proportion of high dividend stocks. As a real long-term investor, we should gradually aim at receiving dividends. Pay dividends and concentrate on paying dividends, and don't expect a big rise.
    Open warehouses in batches and ship goods in batches to reduce the risk of errors.
    Be patient in investment. If you find a good investment opportunity, you should hold it for a long time and wait for considerable profits before selling it. Even if you miss the shipment opportunity, you should be patient, and there will always be a chance to turn over. Investment opportunities don't come up very often.
    Be calm in the face of book losses, talk to trusted objects and invest happily.
    $US Well Services (USWS.US)$ 住 3 美元,買 4 美元!!!
    已翻譯
    圖片
    My 1st invest is bad luck, buy what loss what, all buy in high price,lucky is i buy a little sum of share only.... Test my luck, hope all good luck and earn more in moomoo trading...now start to earn back the loss....