原文發(fā)表于美國時間2023-3-2
發(fā)生了什么事情？
(資料圖)
電動汽車初創(chuàng)企業(yè)Rivian本周公布了一份令人感覺雞肋的季度業(yè)績財報。
這意味著什么？
人們在2021年曾認(rèn)為Rivian整裝待發(fā)將于特斯拉展開競爭，Rivian在美國股市上市時成為有史以來第六大首次上市公司。不過自上市以后，長期的零部件短缺一直束縛著產(chǎn)能，并削弱了這家電動汽車制造商的能力。
更糟糕的是，Rivian公司去年未能實現(xiàn)生產(chǎn)目標(biāo)似乎打擊了該公司對未來的信心：該公司在2023年計劃生產(chǎn)5萬輛電動汽車，該數(shù)字已經(jīng)是2022年總產(chǎn)量的兩倍，不過仍遠(yuǎn)遠(yuǎn)低于分析師的預(yù)期。最關(guān)鍵的是，Rivian公司在不到兩年的時間里已經(jīng)宣布了三次汽車召回，這讓投資者感到不安——該公司的股價隨之下跌8%。
為何值得關(guān)注？
聚焦：電動汽車競爭加劇
Rivian公司的財報中也隱含了另一個巨大的預(yù)警信號：Rivian公司對其卡車的預(yù)定數(shù)據(jù)只字未提，通常該公司每季度會公布一次該數(shù)據(jù)。這可能是Rivian公司掩蓋需求暴跌的策略，經(jīng)濟疲軟或該公司電動汽車漫長的等待均有可能是原因。
不論怎樣，Rivian公司均需要重整旗鼓：電動汽車業(yè)的競爭正在加劇，購車者會毫不猶豫地轉(zhuǎn)向福特或通用汽車的替代產(chǎn)品。
對于市場而言：重拾特斯拉
Rivian公司的股票是去年納斯達(dá)克100指數(shù)中表現(xiàn)第二差的股票，意味著投資者已經(jīng)疏遠(yuǎn)了該公司。喜新厭舊的投資者看起來回到了更富有吸引力的前任身邊：特斯拉，電動汽車業(yè)的老玩家，特斯拉已經(jīng)是一家產(chǎn)生盈利的公司。特斯拉的股價在今年已經(jīng)上漲了90%，分析師認(rèn)為特斯拉作為市場向電動汽車轉(zhuǎn)換大潮中的“顯著領(lǐng)導(dǎo)者”甚至?xí)M一步上漲。
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