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《大行報告》大摩下調特斯拉(TSLA.US)目標價至345美元 電動車行業今年迎來挑戰
阿思達克 01-23 14:53
摩根士丹利發表報告指,全球電動汽車發展勢頭停滯不前,市場供過於求。該行預計特斯拉(TSLA.US)2024財年銷量和盈利能力趨向謹慎。同時將特斯拉2024財年非美國通用會計準則每股盈利預測降至2美元以下,目標價由380美元下調至345美元,但仍看好其人工智能和機械人技術的可選性。 報告指,特斯拉已經宣布在中國和歐洲減價,幅度達到或超過大摩之前預計的2024年全年減價幅度。此外,特斯拉中國產能過剩。該行中國團隊注意到,去年末強勁的銷售推動、部分地方刺激措施的到期以及可能提前的春節返鄉潮和經濟壓力抵銷汽車製造商和經銷商的促銷努力。 談及特斯拉創辦人馬斯克早前指,對於沒有至少25%的公司投票控制權感到不安。大摩認為,特斯拉是其覆蓋範圍內唯一一隻真正的人工智能股票。「增持」評級和作為首選股是高度依賴於特斯拉作為人工智能推動者所積累的價值,任何阻礙特斯拉參與人工智能發展能力的變化都會帶來不利影響,預計該話題將在業績分析師電話會議上受到高度關注。
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