Tesla 'At the Top of The EV Mountain' - Others Are Just Now Making The Climb, Analyst Says
Tesla 'At the Top of The EV Mountain' - Others Are Just Now Making The Climb, Analyst Says
$Tesla (TSLA.US)$ much-awaited Investor Day proved to be a disappointment for most observers.
$特斯拉 (TSLA.US)$ 期待已久 投资者日 事实证明，这让大多数观察者感到失望。
However, at least one Tesla bull came away from the event optimistic.
但是，至少有一头特斯拉牛市对事件持乐观态度。
Wedbush analyst Dan Ives says Tesla is "at the top of the EV mountain with others now just making the climb." He also maintained an Outperform rating and $225 price target for Tesla shares.
Wedbush 分析师 丹·艾夫斯 说，特斯拉 “站在电动汽车的山顶，而其他人现在只是在攀登。”他还维持了特斯拉股票的跑赢大盘评级和225美元的目标股价。
Tesla hitting the four-million production milestone speaks to the historical success the company has seen over the past decade, Ives explains.
艾夫斯解释说，特斯拉达到400万辆的产量里程碑说明了该公司在过去十年中取得的历史性成功。
Three themes from the event:
本次活动的三个主题：
New Mexico Gigafactory underlining Tesla's global scale.
Introduction of the next-generation platform, with two vehicles based on it.
Reiteration of long-term goal of 20 million vehicles per year.
新墨西哥州 Gigafactory 突显了特斯拉的全球规模。
引入下一代平台，有两辆基于该平台的车辆。
重申每年2000万辆汽车的长期目标。
"The grand Tesla vision is for the next decade," Ives said. With the $30,000 vehicle that was widely expected not being announced, there could be a knee-jerk sell-off Thursday, he cautioned.
艾夫斯说：“特斯拉的宏伟愿景是未来十年。”他警告说，由于人们普遍预期的3万美元汽车尚未公布，周四可能会出现下意识的抛售。
Tesla is aiming to have 10 models on the road. A new powertrain coming to Tesla will be easier to scale and cheaper to produce, he added. This will set the stage for the sub-$30K vehicle that is likely to be announced in a separate event, most likely in late 2024.
特斯拉的目标是让10款车型上路。他补充说，特斯拉即将推出的新动力系统将更容易扩展，生产成本更低。这将为这辆价格低于3万美元的汽车奠定基础，该汽车很可能在2024年底在另一次活动中发布。
The proposed Gigafactory in Monterrey, Mexico will focus on the next-gen vehicles, where the sub-$30K vehicle will likely be eventually produced, Ives said.
拟在蒙特雷设立的超级工厂， 墨西哥 艾夫斯说，将专注于下一代汽车，这辆售价低于3万美元的汽车最终可能会在这些汽车上生产。
Also, Tom Zhu is clearly being highlighted as playing a major role in the success of Tesla going forward in China and globally, he added.
另外， 汤姆·祖 他补充说，显然在特斯拉在中国和全球的成功中发挥了重要作用。
Price Action: In premarket trading, Tesla shares were slumping 6.21%, to $190.17, according to Benzinga Pro data.
价格走势： Benzinga Pro的数据显示，在盘前交易中，特斯拉股价下跌6.21％，至190.17美元。