Tesla Analyst Says This Factor Will Drive Powerful-Enough 'Narrative Shift' To Draw In Long-Time Skeptics
Tesla Analyst Says This Factor Will Drive Powerful-Enough 'Narrative Shift' To Draw In Long-Time Skeptics
Tesla would be a beneficiary of tech advancements and regulatory support in the form of Inflation Reduction Act (IRA) tax credits over the next decade, according to an analyst at Morgan Stanley.
特斯拉的一位分析师表示，未来十年，特斯拉将成为技术进步和监管支持的受益者，形式为通胀削减法案(IRA)税收抵免。摩根士丹利.
Tesla's cost of goods sold per unit will likely continue to fall with continual learnings, higher volume per SKU, greater efficiency in the supply chain and structural battery pack implementation, analyst Adam Jonas said in a note.
分析师表示，随着不断学习、每个SKU的销量更高、供应链效率更高以及结构性电池组的实施，特斯拉的单位销售成本可能会继续下降亚当·乔纳斯在一张纸条上说。
The analyst sees further significant opportunities to reduce battery costs. Tesla is likely to make more than 3.1 million electric vehicles in the U.S. by 2030, and a potential $10,000 IRA boost per unit could fetch over $30 billion to the company, the analyst estimates.
这位分析师看到了降低电池成本的进一步重大机遇。这位分析师估计，到2030年，特斯拉在美国的电动汽车产量可能超过310万辆，爱尔兰共和军每单位1万美元的潜在提振可能为该公司带来超过300亿美元的收入。
This could provide a 50% potential upside to Morgan Stanley's 2030 auto EBIT estimate of $65 billion, Jonas said, adding that there is also likely to be gross margin expansion.
乔纳斯说，这可能会比摩根士丹利预计的2030年汽车息税前利润650亿美元有50%的潜在上行空间，并补充说，毛利率也可能会扩大。
See also: Tesla Has A 'Competitive Moat' In This Area — Ford, GM Now Have A Chance Of Breaking It, Thanks To Biden: Analyst
另见：特斯拉在这一领域拥有一条具有竞争力的护城河-福特、通用汽车现在有机会打破它，这要归功于拜登：分析师
The $7,500 consumer tax credit may not be applicable due to the "entity of foreign concern" clause, the analyst said. However, if IRA is implemented without any change, Tesla could potentially benefit to the tune of $55 billion from production tax credits alone from 2023-2030, he added.
这位分析师表示，由于“涉外实体”条款，7500美元的消费税抵免可能不适用。然而，他补充说，如果爱尔兰共和军在不做任何改变的情况下实施，特斯拉可能会在2023-2030年期间仅从生产税收抵免中受益550亿美元。
"We believe that investors don't yet appreciate the sheer magnitude of this bill," the analyst said.
这位分析师表示：“我们认为，投资者还没有意识到这项法案的巨大规模。”
When investors look into which companies can vertically integrate and which have the capital to deploy in re-architecting the supply chain at giga/tera-scale, they may find Tesla to be the "easier name to own," Jonas said.
乔纳斯说，当投资者研究哪些公司可以垂直整合，哪些公司有资本可以在千兆/万亿规模的供应链重建中部署时，他们可能会发现特斯拉更容易拥有。
As such, the analyst thinks, Tesla's emergence as a U.S. "infrastructure player" can drive a "narrative shift" powerful enough to onboard long-time skeptics in the name.
因此，这位分析师认为，特斯拉作为美国“基础设施参与者”的崛起可以推动一种“叙事转变”，足以让长期持怀疑态度的人以自己的名义加入。
Jonas has an "overweight" rating and $383 price target for Tesla shares.
乔纳斯对特斯拉股票的评级为“增持”，目标价为383美元。
Price Action: Tesla closed Thursday's session down 4.06% at $288.59, according to Benzinga Pro data.
价格行动：根据Benzinga Pro的数据，特斯拉周四收盘下跌4.06%，至288.59美元。
译文内容由第三方软件翻译。