Tesla來了,商用車類股被看衰 - 汽車
By William
at 2017-04-30T03:29
at 2017-04-30T03:29
Table of Contents
※ [本文轉錄自 Gossiping 看板 #1P1Ec9bf ]
作者: yamatobar (747-8I) 看板: Gossiping
標題: [新聞] Tesla來了,商用車類股被看衰
時間: Sun Apr 30 03:29:10 2017
1.媒體來源:
中時
2.完整新聞標題:
Tesla來了,商用車類股被看衰
3.完整新聞內文:
CNBC新聞網站報導,特斯拉近日透露將在9月發表電動卡車後,立刻衝擊傳統卡車產業,
諸如柴油引擎製造商康明斯(Cummins)及卡車製造商帕卡(Paccar)等卡車類股皆遭分
析師下修股價評等。
4月13日特斯拉執行長穆斯克(Elon Musk)在推特上發文宣告即將推出電動卡車後,立刻
在市場引起軒然大波。投資機構Piper Jaffray分析師波特(Alex Potter)於4月18日報
告中表示:「商用卡車製造商及上游供應商最好不要笑,而是該正視特斯拉的宣言。」
儘管特斯拉並未透露任何關於電動卡車的價格或性能資料,但波特認為電動卡車有潛力顛
覆卡車市場遊戲規則。他表示:「都會型固定路線的電動車充電容易,反觀柴油車昂貴且
燃料經濟性低。」
波特將康明斯及帕卡股價評等下修至「中性」,原因是特斯拉電動卡車上市後可能壓迫傳
統卡車製造商的市值。他於報告中表示:「康明斯生產柴油引擎,但特斯拉這類電動車業
者可望取代傳統引擎。」
波特雖稱帕卡面臨的風險比其他同業小,但該公司股價近來已逼近歷史平均值的高點,因
此波特不建議買進。他強調專門生產卡車自動變速器的Allison Transmission控股公司在
電動卡車上市後將首當其衝,但卡車安全系統製造商Wabco不至於受到特斯拉競爭威脅。
波特於報告中表示:「特斯拉及其他新興業者已打亂汽車產業遊戲規則,迫使傳統汽車業
者改變徵才取向、擴大研發支出,並面臨獲利萎縮的壓力。」但他也強調,不同卡車類型
的動力需求不同,屆時特斯拉的電池技術能否支持發展不同款電動卡車仍是一大考驗。
4.完整新聞連結 (或短網址):
http://www.chinatimes.com/newspapers/20170427000094-260203
5.備註:
呵呵!不要到時候海水退了,沒穿褲子的是Tesla而不是傳統車廠
那就真的好笑了
不過Tesla連商用車領域都敢挑戰
反觀嚴董........
--
男はつらいよ,寅さんの啖呵売
https://www.youtube.com/watch?v=MlcN2Md4zEA
https://www.youtube.com/watch?v=nktQ9tV997I
https://www.youtube.com/watch?v=1yzyR1H22Wc
--
作者: yamatobar (747-8I) 看板: Gossiping
標題: [新聞] Tesla來了,商用車類股被看衰
時間: Sun Apr 30 03:29:10 2017
1.媒體來源:
中時
2.完整新聞標題:
Tesla來了,商用車類股被看衰
3.完整新聞內文:
CNBC新聞網站報導,特斯拉近日透露將在9月發表電動卡車後,立刻衝擊傳統卡車產業,
諸如柴油引擎製造商康明斯(Cummins)及卡車製造商帕卡(Paccar)等卡車類股皆遭分
析師下修股價評等。
4月13日特斯拉執行長穆斯克(Elon Musk)在推特上發文宣告即將推出電動卡車後,立刻
在市場引起軒然大波。投資機構Piper Jaffray分析師波特(Alex Potter)於4月18日報
告中表示:「商用卡車製造商及上游供應商最好不要笑,而是該正視特斯拉的宣言。」
儘管特斯拉並未透露任何關於電動卡車的價格或性能資料,但波特認為電動卡車有潛力顛
覆卡車市場遊戲規則。他表示:「都會型固定路線的電動車充電容易,反觀柴油車昂貴且
燃料經濟性低。」
波特將康明斯及帕卡股價評等下修至「中性」,原因是特斯拉電動卡車上市後可能壓迫傳
統卡車製造商的市值。他於報告中表示:「康明斯生產柴油引擎,但特斯拉這類電動車業
者可望取代傳統引擎。」
波特雖稱帕卡面臨的風險比其他同業小,但該公司股價近來已逼近歷史平均值的高點,因
此波特不建議買進。他強調專門生產卡車自動變速器的Allison Transmission控股公司在
電動卡車上市後將首當其衝,但卡車安全系統製造商Wabco不至於受到特斯拉競爭威脅。
波特於報告中表示:「特斯拉及其他新興業者已打亂汽車產業遊戲規則,迫使傳統汽車業
者改變徵才取向、擴大研發支出,並面臨獲利萎縮的壓力。」但他也強調,不同卡車類型
的動力需求不同,屆時特斯拉的電池技術能否支持發展不同款電動卡車仍是一大考驗。
4.完整新聞連結 (或短網址):
http://www.chinatimes.com/newspapers/20170427000094-260203
5.備註:
呵呵!不要到時候海水退了,沒穿褲子的是Tesla而不是傳統車廠
那就真的好笑了
不過Tesla連商用車領域都敢挑戰
反觀嚴董........
--
男はつらいよ,寅さんの啖呵売
https://www.youtube.com/watch?v=MlcN2Md4zEA
--
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