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美股新能源车股普涨 特斯拉(TSLA.US)涨超2%
格隆汇 03-31 21:53
格隆汇3月31日丨美股新能源车股普涨,理想汽车涨超5%,小鹏汽车涨超3%,特斯拉涨超2%。韦德布什分析师Daniel Ives称,特斯拉第一季度的交付量将超过市场预期的17万辆,并将恢复该公司股票上涨和电动汽车领域增长的势头。对于2021年第一季度,分析师将Model 3/Y的交付量预测从13.2万辆上调至16万辆。韦德布什将Model S/X交付量预测从1.25万辆修正至1.4万辆,同时预计2021财年的总交付量为83万辆,而此前的估计为77.4万辆。韦德布什认为,尽管出现例如芯片短缺等问题,但特斯拉在中国和美国的电动汽车消费需求模式持续明显改善。从股票的角度来看,Ives写道,最近电动汽车股票的抛售“在我们看来,创造了一个买入中国汽车厂商和特斯拉股票的巨大的买入机会”。
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