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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?

馬斯克將巨型工廠描述為“金錢熔爐”,你應該購買Telsa的股票嗎?
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.

$特斯拉(TSLA.US)$股東們被迫與一位可能是科技行業最具顛覆性的人的首席執行官(CEO)共存。這有很大的好處--特斯拉在過去十年的進步很大程度上歸功於首席執行官埃隆·馬斯克純粹的意志力、決心和一點作秀技巧。這也是特斯拉股票的一大勝利。

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:

這種顛覆性也可能有不利的一面。最近有很多這樣的言論,包括最近關於他對經濟感到“超級糟糕”的評論。馬斯克又來了,他在昨天發表的一篇採訪中將特斯拉在柏林和奧斯汀新建的巨型工廠描述為“巨大的搖錢爐”。以下是完整的引文,通過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."

柏林和奧斯汀的工廠現在都是巨大的搖錢爐。好嗎?它應該像一個巨大的咆哮聲,這是金錢着火的聲音。[…]柏林和奧斯汀現在損失了數十億美元,因為它們的成本很高,但幾乎沒有任何產出。

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.  

如果你正在考慮將特斯拉股票加入你的投資組合,這句話可能會讓你猶豫。有很好的理由。然而,這不是普通的公司,而是特斯拉。如果你考慮購買特斯拉的股票,着眼於長期增長,那麼你仍然有充分的理由這樣做,儘管馬斯克説這些巨型工廠正在燒掉數十億美元。原因如下。

Ticker Company Price TSLA Tesla, Inc. $730.05

代碼機 公司 價格特斯拉特斯拉公司:730.05美元

Classic Example of Short-Term Challenges

短期挑戰的經典例子

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.

除了標題中的引述,特斯拉柏林和奧斯汀巨型工廠的閒置是一個典型的短期挑戰。這些工廠不是無用之物。他們目前可能確實在燒掉數十億美元,但這是因為一個特定的問題--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.

這個問題歸根結底是供應鏈問題。特斯拉正在加緊生產電動汽車(EVS),使用其新的4680電池。與此同時,馬斯克表示,使用傳統的2170電池生產汽車所需的工具被困在中國的一個港口。在這種情況下,上海巨型工廠的生產將停產兩週,以進行升級。考慮到新冠肺炎被封鎖導致的中斷,這並不是一個艱難的決定。特斯拉正在最大限度地利用這種情況。

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.

與經濟放緩的實際影響相比,埃隆·馬斯克的措辭對新浪特斯拉股票的影響可能要大得多,尤其是在短期內。

Tesla's Picture Remains Compelling Long-Term

特斯拉的圖景從長遠來看仍然令人信服

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

之所以購買特斯拉的股票,是因為該公司在電動汽車行業擁有巨大的領先優勢和領先地位。

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,特斯拉保持了主導地位。在美國,Model 3和Model Y是第一季度銷量最高的兩款電動汽車。儘管傳統汽車製造商和初創企業銷售的電動汽車數量不斷增加,但該公司仍佔據着令人印象深刻的68%的電動汽車市場份額。這一消息是在該公司被報道再次遙遙領先地成為2021年全球最暢銷電動汽車製造商之後發佈的。需求仍然很高,一些特斯拉車型目前在美國的銷售量一直持續到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.

所有這一切都發生在電動汽車市場,該市場已開始進入快速增長階段,隨着充電基礎設施的擴張和汽油價格居高不下,該市場將繼續獲得動力。

Should You Buy TSLA Stock?

你應該購買特斯拉的股票嗎?

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.

特斯拉的巨型工廠現在成了“搖錢爐”。這是否意味着你應該避免購買特斯拉股票?如果短期波動性超出了你的舒適區,你可能想要保持一段時間的觀望。然而,特斯拉是一種投資組合評分器評級為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.

如果你想在你的投資組合中增加一隻長期成長型股票,現在是購買特斯拉股票的時候了。尤其是與年初相比有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.

在文章發表之日,Louis Navellier和主要負責本文的InvestorPlace Research工作人員都沒有(直接或間接)持有本文提到的證券的任何頭寸。

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

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