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《大行報告》大摩:特斯拉(TSLA.US)短期會受到行業環境壓力 但相信公司終會變得更強
阿思達克 03-15 14:31
大摩發表報告指,隨着美國總統大選臨近,投資者正在考慮新任總統可能對美國汽車和電動汽車市場產生重大影響的潛在政策方案。在上週一個採訪中,共和黨總統候選人特朗普表示,他願意透過徵收關稅,鼓勵中國汽車公司轉爲在美國本土化生產。 報告指,未來幾年電動汽車的應用將面臨挑戰,包括需求阻力、行業整合以及來自混合動力車和插電式混合動力車等新競爭,而這些車型可能會瞄準潛在的純電動車購買者。雖然市場明顯睇淡電動車市場,特斯拉(TSLA.US)在內的更廣泛的電動汽車行業仍面臨短期壓力,但相信特斯拉終會變得更強,重申「增持」評級。目標價320美元。
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