原文发表于美国时间2023-3-2
发生了什么事情？
(资料图)
电动汽车初创企业Rivian本周公布了一份令人感觉鸡肋的季度业绩财报。
这意味着什么？
人们在2021年曾认为Rivian整装待发将于特斯拉展开竞争，Rivian在美国股市上市时成为有史以来第六大首次上市公司。不过自上市以后，长期的零部件短缺一直束缚着产能，并削弱了这家电动汽车制造商的能力。
更糟糕的是，Rivian公司去年未能实现生产目标似乎打击了该公司对未来的信心：该公司在2023年计划生产5万辆电动汽车，该数字已经是2022年总产量的两倍，不过仍远远低于分析师的预期。最关键的是，Rivian公司在不到两年的时间里已经宣布了三次汽车召回，这让投资者感到不安——该公司的股价随之下跌8%。
为何值得关注？
聚焦：电动汽车竞争加剧
Rivian公司的财报中也隐含了另一个巨大的预警信号：Rivian公司对其卡车的预定数据只字未提，通常该公司每季度会公布一次该数据。这可能是Rivian公司掩盖需求暴跌的策略，经济疲软或该公司电动汽车漫长的等待均有可能是原因。
不论怎样，Rivian公司均需要重整旗鼓：电动汽车业的竞争正在加剧，购车者会毫不犹豫地转向福特或通用汽车的替代产品。
对于市场而言：重拾特斯拉
Rivian公司的股票是去年纳斯达克100指数中表现第二差的股票，意味着投资者已经疏远了该公司。喜新厌旧的投资者看起来回到了更富有吸引力的前任身边：特斯拉，电动汽车业的老玩家，特斯拉已经是一家产生盈利的公司。特斯拉的股价在今年已经上涨了90%，分析师认为特斯拉作为市场向电动汽车转换大潮中的“显著领导者”甚至会进一步上涨。
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