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The 2022 Growth Catalyst That Can Supercharge TSLA Stock

The 2022 Growth Catalyst That Can Supercharge TSLA Stock

可以為特斯拉股票增壓的2022年增長催化劑
InvestorPlace ·  2022/09/20 13:57

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Tesla (NASDAQ:TSLA) stock has spent September trekking gradually upward. Since its successful stock split, general market volatility has made it difficult for the electric vehicle (EV) leader to gain significant momentum. However, Tesla recently received a boost following an investment from Brad Gerstner of Altimeter Capital. Yesterday, the company also announced a new plan for growth, one that has the potential to significantly boost sales in Europe's growing EV market.

特斯拉(納斯達克代碼:TSLA)股市已經度過了9月的長途跋涉,逐漸上行。自成功拆股以來,由於市場普遍波動,這家電動汽車(EV)領軍企業很難獲得顯著的增長勢頭。然而,特斯拉最近在布拉德·格斯特納的投資下獲得了提振高度計資本。昨天,該公司還宣佈了一項新的增長計劃,該計劃有可能顯著提升歐洲不斷增長的電動汽車市場的銷售。

Specifically, a Tesla insider recently indicated that the company plans on doubling unit sales from Gigafactory Berlin. This would require the company to produce a total of 80,000 for the year.

具體地説,一位特斯拉內部人士最近表示,該公司計劃將柏林GigaFactory的單位銷售額翻一番。這將要求該公司全年生產總計8萬輛。

Despite some volatility, TSLA stock did climb when the news broke. Let's take a closer look at what investors can expect from Tesla.

儘管出現了一些波動,但消息傳出後,新浪特斯拉的股價確實攀升了。讓我們仔細看看投資者可以從特斯拉身上期待什麼。

What This Means for TSLA Stock

這對特斯拉股票意味着什麼

Tesla's push to expand and conquer international markets has been a defining trend in recent years. It has also been a reliable driver for TSLA stock, as the company has done an overall impressive job keeping pace with booming global demand for EVs. Tesla opened its Berlin factory back in March, showing the world that CEO Elon Musk has no plans to slow down. The facility even has a Giga Press, a massive casting machine that streamlines production and lowers costs.

近年來,特斯拉拓展和征服國際市場的努力一直是一個決定性的趨勢。這也是特斯拉股價的可靠推動力,因為該公司在跟上全球對電動汽車蓬勃發展的需求方面總體表現令人印象深刻。特斯拉早在3月份就在柏林開設了工廠,向世界表明,首席執行官埃隆·馬斯克沒有放慢腳步的計劃。該工廠甚至有一臺Giga Press,這是一臺大型鑄造機,可以簡化生產並降低成本。

Now, Tesla looks ready to show the world what Gigafactory Berlin can do. According to German auto news outlet Automobilwoche, a Tesla site manager expressed the facility's goal to "double sales every year, so we would be at about 80,000 units in 2022."

現在,特斯拉似乎準備向世界展示柏林巨型工廠的能力。據德國汽車新聞媒體報道汽車業,特斯拉的一位現場經理表示,該工廠的目標是“每年的銷量翻一番,所以2022年我們的銷量將達到8萬輛左右。”

If the facility can reach that goal, it would be a significant catalyst for TSLA stock. But that doesn't mean it will be easy. As Electrek reports, Tesla finished August "just short of 25,000 deliveries." However, "Gigafactory Berlin is expected to help as it ramps up production and increases Model Y availability in the country."

如果該設施能夠實現這一目標,它將對特斯拉的股票起到重要的催化作用。但這並不意味着這會很容易。AS伊萊特雷克有報道稱,特斯拉8月份的交貨量“僅差2.5萬輛”。然而,“柏林千兆工廠預計將提供幫助,因為它提高了產量,並增加了在該國的Model Y供應。”

Tesla has proven that it can surprise skeptics and increase production despite a complicated economic landscape. But can it reach such a high number in such a short amount of time? To meet the goal, it would have to produce and sell 55,000 EVs in only a few months. Selling that many cars likely wouldn't be too difficult, but producing them in such a tight time frame is a different story.

特斯拉已經證明,儘管經濟形勢複雜,但它可以讓懷疑者感到驚訝,並提高產量。但它能在這麼短的時間內達到這麼高的數字嗎?為了實現這一目標,它必須在短短几個月內生產和銷售5.5萬輛電動汽車。銷售這麼多輛汽車可能不會太困難,但在如此緊迫的時間框架內生產它們就是另一回事了。

The Road Ahead

前面的路

In June, Tesla reported it had reached the milestone of 1,000 vehicles per week at the Berlin factory. But with only 15 weeks left in the year, that rate would only get Tesla 15,000 vehicles before the end of 2022. Tesla will have to ramp up production significantly if it wants to reach 80,000 EVs by the new year. Per Barron's:

今年6月,特斯拉報告稱,它在柏林的工廠已經達到了每週1000輛的里程碑。但在今年只剩下15周的情況下,按照這個速度,在2022年底之前,特斯拉只能生產1.5萬輛汽車。如果特斯拉想要在新的一年達到8萬輛電動汽車,它將不得不大幅提高產量。人均巴倫氏病:

"Tesla has sold almost 25,000 vehicles in Germany through August. That's an increase of about 37% year over year, but only good enough to give Tesla a market share of about 1.5%."

“截至8月,特斯拉在德國已售出近2.5萬輛汽車。這比去年同期增長了約37%,但僅夠讓特斯拉獲得約1.5%的市場份額。”

While the odds may not look great, the payoff for Tesla would be significant. If the company were to double its production and sales in Germany, it would face off with some much more established competitors. In an auto market where names like BMW (OTCMKTS:BMWYY) and Mercedes-Benz (OTCMKTS:DMLRY) are highly celebrated, cutting into their market share could help restore investor confidence in TSLA stock.

雖然可能性可能不大,但對特斯拉來説,回報將是巨大的。如果該公司將其在德國的生產和銷售增加一倍,它將面臨一些更成熟的競爭對手。在汽車市場上,像這樣的名字寶馬(OTCMKTS:BMWYY)和梅賽德斯-奔馳(OTCMKTS:DMLRY)備受讚譽,削減它們的市場份額可能有助於恢復投資者對特斯拉股票的信心。

On the date of publication, Samuel O'Brient did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.

截至發稿之日,塞繆爾·奧布賴特並未(直接或間接)持有本文所述證券的任何頭寸。本文中表達的觀點是作者的觀點,受InvestorPlace.com發佈指南的約束。

Samuel O'Brient has been covering financial markets and analyzing economic policy for three-plus years. His areas of expertise involve electric vehicle (EV) stocks, green energy and NFTs. O'Brient loves helping everyone understand the complexities of economics. He is ranked in the top 15% of stock pickers on TipRanks.

三年多來,塞繆爾·奧布賴特一直在報道金融市場和分析經濟政策。他的專業領域涉及電動汽車(EV)股票、綠色能源和NFTs。奧布賴特喜歡幫助每個人理解經濟學的複雜性。他在TipRanks上排名前15%的選股人。

The post The 2022 Growth Catalyst That Can Supercharge TSLA Stock appeared first on InvestorPlace.

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