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Meet the Tesla Diehards Sticking With the Stock Despite Its Disastrous Year
近年来，有不少散户投资者受到特斯拉技术、该公司富有远见的首席执行官以及巨大股市收益的诱惑，纷纷买入特斯拉股票。定于周二发布的财季报告对特斯拉而言利害关系重大。
Steven Medeiros给自己买了一辆特斯拉Model 3 Long Range。 Gabriel Bartash picked up extra shifts for seven months to make his first investment in Tesla in 2016. He says the electric vehicle maker’s technology makes the stock a no-brainer investment. Despite its stumble this year, he never plans to sell any of his shares. 6park.com
Gabriel Bartash当初加班七个月，终于在2016年攒够钱对特斯拉(Tesla)进行了首次投资。他说，这家电动汽车制造商凭借自身技术成为优势明显的股票投资选择。尽管今年以来特斯拉股价跌跌不休，但他从未打算要卖出该公司股票。 6park.com
现年44岁的Bartash是宾夕法尼亚州哈里斯堡市的一名行为健康专家，他一开始花了7,000美元买入特斯拉股票。在2022年，他利用特斯拉股价下跌的机会又买入了2.6万美元股票。如今，他对特斯拉的投资已达到六位数，占到他整体投资组合的80%。 6park.comBartash, a 44-year-old behavioral health specialist in Harrisburg, Pa., initially poured $7,000 into Tesla stock. In 2022, he took advantage of the dip in shares to invest an additional $26,000. Today, his six-figure investment makes up about 80% of his portfolio.
“In the long term, I trust Elon Musk,” Bartash said. “He’s Steve Jobs but multiplied by an order of magnitude. I’m not a cultist, but it’s like biblical proportions when he talks about wanting to democratize space and going to Mars.” 6park.com 6park.comBartash并不是个例。近年来，有不少散户投资者受到特斯拉技术、该公司富有远见的首席执行官以及巨大股市收益的诱惑，纷纷买入特斯拉股票。晨星(Morningstar)的数据显示，截至去年年底，特斯拉股票是过去十年中为投资者创造财富最多的十家公司之一，按拆股调整后的价格计算，特斯拉股价相当于从10美元左右涨到250美元。 6park.comBartash isn’t alone. Scores of individual investors have piled into Tesla shares in recent years, lured by the company’s technology, visionary chief executive and mammoth stock market gains. Through the end of last year, the stock was one of the top 10 wealth-creating companies for investors over the past decade, according to Morningstar, rising from about $10, on a split-adjusted basis, to $250. 6park.com
“从长远看，我相信马斯克(Elon Musk)。”Bartash说，“马斯克就好比是乔布斯(Steve Jobs)，但他比乔布斯还高出一个数量级。我不是铁杆粉丝，但当马斯克谈到要实现太空民主化以及去往火星时，我觉得他的影响力如同圣经那般巨大。” 6park.com
但自那以后，特斯拉股价就走上了下坡路，今年以来已累计下跌近40%。特斯拉目前是标普500指数中表现第二差的成分股，与2021年11月触及的股价高峰相比，跌幅超过60%。特斯拉的市值一度攀升至1.235万亿美元，但在上周跌破5,000亿美元，为近一年来的首次。 6park.comBut the shares have since hit a rough patch, down almost 40% in 2024. Tesla is the second-worst performer in the S&P 500 and off more than 60% from its peak in November 2021. The company’s market value fell below $500 billion last week for the first time in nearly a year, after climbing as high as $1.235 trillion.
Gabriel Bartash表示，他的投资组合主要包括特斯拉股票。 The stakes are high for Tesla going into its quarterly report Tuesday. The market for its battery-powered cars has weakened, and profit margins have narrowed. The company has also delayed deliveries of its much-awaited Cybertruck and is recalling 3,878 of them to repair or replace faulty accelerator pedals. It also recently unveiled plans to slash more than 10% of its global workforce. 6park.com
定于周二发布的财季报告对特斯拉而言利害关系重大。特斯拉电动汽车的市场已走软，利润率缩小。该公司还推迟了市场期待已久的Cybertruck的交付，并召回了3,878辆Cybertruck，以维修或更换有故障的油门踏板。最近，特斯拉还公布了在全球裁员10%以上的计划。 6park.com
散户投资者大多没有气馁。根据Vanda Research的估算，今年以来，散户投资者已向特斯拉股票净投入59亿美元，超过了“科技七雄”(Magnificent Seven)中的其他大型科技股。纳斯达克数据链接(Nasdaq Data Link)的资料显示，散户投资者在特斯拉股票总交易量中所占份额也高于其他大型科技股。 6park.comIndividual investors, for the most part, have been undeterred. According to estimates from Vanda Research, they have poured a net $5.9 billion into Tesla shares this year, more than any of the other big tech stocks in the Magnificent Seven. Individual investors also account for a higher share of Tesla’s total trading volume than any of the other big tech stocks, according to Nasdaq Data Link. 6park.com
现年50岁的Richard Virgilio是新泽西州阿斯伯里帕克的一名营销主管，他于2020年初首次购买了一辆特斯拉Model Y，后来又投入5万美元购买了特斯拉股票。虽然这笔投资的纸面价值已下跌50%，但特斯拉股票仍占到他整体股票投资组合的三分之二左右。 6park.comRichard Virgilio, a 50-year-old marketing executive in Asbury Park, N.J., first bought a Tesla Model Y in early 2020 and later plopped $50,000 into Tesla shares. Although that investment is down 50% on paper, the stock still makes up about two-thirds of his total equity portfolio. 6park.com
特斯拉近期的下跌使该股估值看起来更具吸引力，尽管仍远高于其他热门科技股的估值。特斯拉目前基于未来12个月预期盈利的市盈率约为50倍，低于约70倍的三年平均水平。标普500指数的市盈率为20倍。 6park.comTesla’s recent stumble has made its valuation look more attractive, though it remains well above the multiples of the other popular tech stocks. Tesla trades at about 50 times expected earnings over the next 12 months, below its three-year average of about 70. The S&P 500’s multiple is 20. 6park.com
Virgilio说：“每次当我查看我在富达(Fidelity)开设的股票投资账户，看到特斯拉股价越来越低，真的是让我心痛不已。” 6park.com“Every time I go onto my Fidelity account and look and see it’s lower and lower, it’s really a killer,” he said. 6park.com
Virgilio说，他之所以还没有卖掉特斯拉股票，是因为最初吸引他的、就像特斯拉宣传的“车轮上的笔记本电脑”的许多特色功能仍然有效。他喜欢的功能包括特斯拉的爱犬模式车内环境控制、自动驾驶应用和续航里程。 6park.comVirgilio says he hasn’t sold because many of the things that first attracted him to the “laptop on wheels” still hold true. Among the features he likes are Tesla’s dog mode climate controls, self-driving application and mileage. 6park.com
但他说，他对股价下跌、特斯拉的设计选择以及马斯克涉足政治感到失望。出于这些原因，他正在考虑卖出股票以实施投资损失节税策略。 6park.comBut he says he has been frustrated by the stock declines, the company’s design choices and Musk’s foray into politics. For those reasons, he is considering selling shares for harvesting tax losses. 6park.com
“我们买Model Y时等了四个月，”Virgilio说。“当时，我们就像拥有了一个Birkin手袋。现在已经不是那样了。” 6park.com“When we bought the Model Y, we waited four months for it,” Virgilio said. “At that time, it was kind of like owning a Birkin [bag]. It’s not like that anymore.”
Richard Virgilio喜欢为他的朋友Cooper设置特斯拉的爱犬模式车内环境控制。 Other investors are betting against the stock outright. 6park.com
其他投资者则直接做空该股。 6park.com
特斯拉长期以来都是被做空最多的美股之一。做空者借入股票并卖出，希望日后以更低的价格买回股票并从中获利。疫情期间，许多卖空者被迫买回股票平掉亏损的仓位，这在一定程度上加剧了股价的快速上涨势头。 6park.comTesla has long been among the most shorted U.S. stocks. Short sellers borrow shares and sell them with the hope of profiting by buying the stock back at a lower price later. The rapid increase in the shares during the pandemic was exacerbated in part by the many short sellers who were forced to buy back shares to close their losing positions. 6park.com
根据S3 Partners的数据，空头继2023年亏损122.5亿美元后，今年总计收益83.3亿美元。目前特斯拉约有4.2%的自由流通股被卖空，这一比例高于上年同期3.3%的平均水平，但低于2020年平均的10%。 6park.comThis year, they are sitting on collective gains of $8.33 billion, after losing $12.25 billion in 2023, according to data from S3 Partners. Roughly 4.2% of the stock’s free float is currently sold short, up from an average of 3.3% at this point last year, but down from an average of 10% in 2020. 6park.com
在期权市场，交易员也在为特斯拉股价的进一步下跌做准备。Cboe Global Markets的数据显示，最近几个交易日交易最活跃的一些特斯拉合约是与股价跌至145美元或148美元挂钩的看跌期权。看跌期权赋予交易者在指定日期或之前以特定价格出售股票的权利。它们通常被用来对冲头寸或押注于更大幅度的下跌。 6park.comIn the options market, traders are also positioning for further declines in Tesla shares. Some of the most actively traded Tesla contracts in recent sessions have been puts tied to the shares’ slipping to $145 or $148, Cboe Global Markets data show. Puts give traders the right to sell shares at a specific price, by a stated date. They are often used to hedge positions or bet on a steeper decline. 6park.com
在华尔街的分析师中，特斯拉仍是一只有争议的股票。在53位追踪该股的分析师中，18位给予买入评级，25位给予持有评级。其余分析师给予该股负面评级。根据FactSet编制的数据，他们的平均目标价为189.11美元，比该股上周五的收盘价147.05美元高出约30%。 6park.comTesla remains a contentious stock among the analysts on Wall Street. Of the 53 who cover the stock, 18 rate the shares a buy, 25 a hold. The remainder have a negative rating. Their average price target is $189.11, or about 30% above Monday’s closing price of $142.05, according to data compiled by FactSet. 6park.com
家住新泽西州韦恩的20岁学生Steven Medeiros认为自己是特斯拉的忠实拥趸之一。 6park.comSteven Medeiros, a 20-year-old student living in Wayne, N.J., considers himself among the Tesla faithful. 6park.com
从2023年初开始，他用从一桩伤害诉讼中得到的钱投资特斯拉，后来卖掉了10万美元持仓的约一半，用来付清购买特斯拉Model 3 Long Range的款项。 6park.comHe started investing in Tesla in early 2023 with the money he received from an injury lawsuit and later sold about half of his $100,000 position to pay off his Tesla Model 3 Long Range. 6park.com
“看着特斯拉股价下跌确实有点难受，但继续持有该股让我感觉比较好，”Medeiros说。“我几乎就是用投资特斯拉股票的收益买下了我的整辆特斯拉汽车。我一直认为我因为投资特斯拉免费得到一辆汽车。” 6park.com“It does kind of stink watching it fall down, but I’m relatively comfortable still holding it,” Medeiros said. “I practically paid for my entire Tesla with just the gains that I made with the Tesla shares. I always think about it as if I got a free car out of it.” 6park.com
如果特斯拉股价回到200美元以上，他准备卖出更多持股，如果股价跌破120美元就买入。他的汽车就留在那。 6park.comHe plans to sell more if shares go back above $200 and buy if shares dip below $120. His car is staying put. 6park.com
“我绝不会卖掉我的车，”Medeiros说。 6park.com“Never would I sell my car,” Medeiros said.
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