高盛:市場對特斯拉自動駕駛的士過份樂觀 短期擴展困難
特斯拉(TSLA.US)日前於美國德州奧斯汀推出自動駕駛的士服務,消息刺激股價翌日(周一)急升逾8%。不過,高盛分析師Delaney發表報告,提醒投資者不應過度樂觀,重申對特斯拉維持「中性」評級,並維持12個月目標價285美元,較周一收市價有18%下跌空間。
他指出,自動駕駛的士首日試營運已出現導航與行車問題,加上車內仍需員工陪同,顯示短期內服務難以大規模擴展。加上特斯拉美股目前估值已部分反映自動駕駛的潛在盈利,同時中國市場競爭激烈,或進一步壓縮其利潤空間。
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