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特斯拉承诺至多回购百亿美元股票有那么多现金吗？_我的网站

一 | 今年迄今为止，特斯拉股价已经累计下滑45%，周二报收于每股222.04美元。

People holding signs attend a protest rally in front of the National Diet Building in Tokyo, Japan, July 10, 2026. A large number of Japanese citizens gathered in front of the National Diet Building in Tokyo on Friday evening to protest a series of dangerous policies and bills recently promoted by the government of Prime Minister Sanae Takaichi. Photo: XinhuaRecent moves by those running the Japanese government to clamor for "nuclear option" and seek to violate the three non-nuclear principles only reveal Japanese right-wing forces' inflating political and military ambitions, who are gambling with the future of over 100 million Japanese people, Lin Jian, a spokesperson for Chinese Foreign Ministry, said on Friday.
Lin made the remarks when asked to comment on a recent survey conducted by the Japan Association for Public Opinion Research showing that 76 percent of people in Japan support upholding the country's three non-nuclear principles of not producing, possessing or allowing nuclear weapons on its territory. The survey also found that 77 percent believe Japan should not pursue nuclear sharing, an arrangement under which the US would station nuclear weapons in Japan.
"The fact that nearly 80 percent of people in Japan support upholding the three non-nuclear principles and oppose nuclear sharing speaks to the Japanese public's overwhelming and clear-cut opposition to possessing nuclear weapons. It also reflects how much the Japanese public cherishes peace and prosperity which has not come easy," Lin said.
The will of the people must not be defied, Lin said, adding that the Japanese authorities should listen to the call of the people, fulfill its obligation under international law of not accepting, producing, possessing or proliferating nuclear weapons, stop playing with fire on the issue of nuclear weapons, and not repeat the wrong path of miscalculating historical trend and acting against the people's will for peace.
Global Times
。如果其汽车像苹果iPhone那样占据行业主导地位，这个价格看起来很有吸引力。不过，第三季度业绩中出现的一个问题表明，特斯拉汽车需求可能会减弱。而且只有当特斯拉赶超苹果的梦想成为现实后，向股东返还现金才有意义。周三，特斯拉公布第三季度营收超过210亿美元，同比增长56%。即使在提价后，该公司向客户交付的汽车数量也增加了42%。

二 | 马斯克表示，特斯拉可以保持至少每年50%的交付量增长率，直到2030年达到2000万辆销量。在上季度供应链驱动的放缓威胁到产量和交付增长之后，特斯拉似乎已重回正轨。特斯拉17%的营业利润率超过了竞争对手福特和通用汽车，后两者的电动汽车业务利润更低。因此，特斯拉的汽车更像是苹果的iPhone。

三 | 市场研究机构Counterpoint Research的数据显示，苹果攫取了智能手机行业的绝大多数利润，而特斯拉也有望在电动汽车行业获得类似的成功。分析师们相信，就像苹果一样，特斯拉能够击败怀疑者，并保持盈利，至少接近2030年的目标。假设它能做到这些，每辆车的收入约为4.5万美元，而其核心业务的运营利润率保持在15%。将由此产生的营业收入与福特的市盈率相比较，再以10%的折扣率计算，特斯拉的股价应该是249美元，略高于周三的收盘价。从这个意义上说，特斯拉7000亿美元的估值是合理的，但也有个问题值得注意。特斯拉第三季度交付的汽车数量比当季生产的汽车少6%，按绝对值计算差距是有史以来最大的。该公司将此归咎于运输困境，然而令人担忧的是，这似乎也表明其需求增长乏力。2013年，苹果面临着利润和增长缩水的类似挑战。大卫·艾因霍恩（David Einhorn）和卡尔·伊坎（Carl Icahn）等投资者要求苹果利用现金储备回购低迷的股票，这一押注得到了回报。随着股价下跌，特斯拉现在也感受到同样的压力。但在2013年年初，苹果拥有1370亿美元的现金和有价证券，而特斯拉拥有210亿美元。同时，特斯拉也有巨大的现金需求，今年的资本支出相当于现金储备的34%左右，而苹果支出仅占6%。特斯拉报告称，该公司2022年第三季度营收超过214亿美元，较去年增长56%，但略低于分析师预期的219亿美元。特斯拉当季交付了343830辆汽车，同比增长42%，但比其生产的汽车数量低6%。