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Tesla-CATL 'Power Couple' Can Recharge US EV Market, Says Morgan Stanley Analyst Adam Jonas: '...Could Be A Game-Changer'
Tesla-CATL 'Power Couple' Can Recharge US EV Market, Says Morgan Stanley Analyst Adam Jonas: '...Could Be A Game-Changer'
Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas believes a partnership between the U.S. EV giant and Chinese battery maker CATL could be a game-changer with the 'power-couple' potentially recharging the U.S. EV market.
What Happened: Jonas believes that the U.S. EV market is in dire need of high-quality cheaper batteries for which it needs to rely on China despite the complicated geopolitics and security concerns. While the U.S. EV market is under-penetrated, China's is highly penetrated with an oversupply of batteries, he noted.
The analyst was referring to recent reports that CATL is working with Tesla on a fast-charging battery in Nevada. Neither of the two companies have confirmed the report.
However, the U.S. EV giant is looking to make a cheaper EV, expected to be priced around $25,000, and would require Chinese cooperation to enable this price point, as per Jonas. Currently, CATL cannot sell directly into the U.S. but can license their battery tech for a royalty fee.
"We've long written about the need for the US to engage with ('on-ramp') Chinese EV technology to drive higher EV penetration. In our view, this will require a degree of westernization of Chinese tech to be palatable in the US given the rising protectionist sentiment (both in the US and Europe)," the note read.
Jonas has a price target of $320 on Tesla and an 'overweight' rating.
Price Action: Tesla shares closed up 2.92% at $177.67 on Tuesday. The stock is down nearly 28.5% year-to-date, according to Benzinga Pro.
Check out more of Benzinga's Future Of Mobility coverage by following this link.
Read More: Cybertruck Lead Engineer Fires Back After User Pokes Fun At Tesla's Advice Against Auto Wash: 'Manual Doesn't Suggest You Shoot It Either'
Morgan Stanley analyst and Tesla Inc (NASDAQ:TSLA) bull Adam Jonas believes a partnership between the U.S. EV giant and Chinese battery maker CATL could be a game-changer with the 'power-couple' potentially recharging the U.S. EV market.
摩根士丹利分析師兼特斯拉公司(納斯達克股票代碼:TSLA)牛市亞當·喬納斯認爲,這家美國電動汽車巨頭與中國電池製造商寧德時代之間的合作伙伴關係可能會改變遊戲規則,“動力情侶” 有可能爲美國電動汽車市場注入活力。
What Happened: Jonas believes that the U.S. EV market is in dire need of high-quality cheaper batteries for which it needs to rely on China despite the complicated geopolitics and security concerns. While the U.S. EV market is under-penetrated, China's is highly penetrated with an oversupply of batteries, he noted.
發生了什麼:喬納斯認爲,儘管地緣政治和安全問題錯綜複雜,但美國電動汽車市場迫切需要更便宜的高質量電池,需要依賴中國。他指出,儘管美國電動汽車市場滲透不足,但中國的滲透率很高,電池供過於求。
The analyst was referring to recent reports that CATL is working with Tesla on a fast-charging battery in Nevada. Neither of the two companies have confirmed the report.
該分析師指的是最近有關CATL正在內華達州與特斯拉合作開發快速充電電池的報道。兩家公司均未證實該報告。
However, the U.S. EV giant is looking to make a cheaper EV, expected to be priced around $25,000, and would require Chinese cooperation to enable this price point, as per Jonas. Currently, CATL cannot sell directly into the U.S. but can license their battery tech for a royalty fee.
但是,根據喬納斯的說法,這家美國電動汽車巨頭正在尋求生產更便宜的電動汽車,預計售價約爲25,000美元,並且需要中國的合作才能實現這個價位。目前,CATL無法直接向美國銷售電池技術,但可以收取特許權使用費來許可其電池技術。
"We've long written about the need for the US to engage with ('on-ramp') Chinese EV technology to drive higher EV penetration. In our view, this will require a degree of westernization of Chinese tech to be palatable in the US given the rising protectionist sentiment (both in the US and Europe)," the note read.
“我們長期以來一直在寫關於美國需要參與('入口')中國電動汽車技術以推動更高的電動汽車普及率的文章。我們認爲,鑑於保護主義情緒的上升(美國和歐洲),這將需要一定程度的中國科技西方化才能在美國受到歡迎,” 該報告寫道。
Jonas has a price target of $320 on Tesla and an 'overweight' rating.
喬納斯將特斯拉的目標股價定爲320美元,評級爲 “增持”。
Price Action: Tesla shares closed up 2.92% at $177.67 on Tuesday. The stock is down nearly 28.5% year-to-date, according to Benzinga Pro.
價格走勢:特斯拉股價週二收盤上漲2.92%,至177.67美元。根據Benzinga Pro的數據,該股今年迄今已下跌近28.5%。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
點擊此鏈接,查看更多Benzinga的《未來出行》報道。
Read More: Cybertruck Lead Engineer Fires Back After User Pokes Fun At Tesla's Advice Against Auto Wash: 'Manual Doesn't Suggest You Shoot It Either'
閱讀更多:用戶取笑特斯拉反對洗車的建議後,Cybertruck首席工程師進行了回擊:“手動也不建議你開槍”
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moomoo是Moomoo Technologies Inc.公司提供的金融資訊和交易應用程式。
在美國,moomoo上的投資產品和服務由Moomoo Financial Inc.提供,一家受美國證券交易委員會(SEC)監管的持牌主體。 Moomoo Financial Inc.是金融業監管局(FINRA)和證券投資者保護公司(SIPC)的成員。
在新加坡,moomoo上的投資產品和服務是通過Moomoo Financial Singapore Pte. Ltd.提供,該公司受新加坡金融管理局(MAS)監管(牌照號碼︰CMS101000) ,持有資本市場服務牌照 (CMS) ,持有財務顧問豁免(Exempt Financial Adviser)資質。本內容未經新加坡金融管理局的審查。
在澳大利亞,moomoo上的金融產品和服務是通過Futu Securities (Australia) Ltd提供,該公司是受澳大利亞證券和投資委員會(ASIC)監管的澳大利亞金融服務許可機構(AFSL No. 224663)。請閱讀並理解我們的《金融服務指南》、《條款與條件》、《隱私政策》和其他披露文件,這些文件可在我們的網站 https://www.moomoo.com/au中獲取。
在加拿大,透過moomoo應用程式提供的僅限訂單執行的券商服務由Moomoo Financial Canada Inc.提供,並受加拿大投資監管機構(CIRO)監管。
在馬來西亞,moomoo上的投資產品和服務是透過Moomoo Securities Malaysia Sdn. Bhd. 提供,該公司受馬來西亞證券監督委員會(SC)監管(牌照號碼︰eCMSL/A0397/2024) ,持有資本市場服務牌照 (CMSL) 。本內容未經馬來西亞證券監督委員會的審查。
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