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特斯拉2022年有望交付130萬輛
uSMART盈立智投 09-17 22:26

投行Wedbush發佈研報表示,給予特斯拉(TSLA.US)“跑贏大盤”評級,目標價1000美元。該行分析師Dan Ives認爲,特斯拉今年迄今爲止的交付量將接近90萬輛,下半年將表現強勁,並有望在2022年實現130萬的交付量。

Ives表示,在特斯拉和整個行業的電動汽車軍備競賽中,競爭從各個角度都在加劇,但這僅僅是電動汽車轉型的開始,未來幾十年,電動汽車行業將在特斯拉的引領下發生改變。他指出:“電動汽車目前僅佔全球汽車市場的3%,但到2025年將達到10%,在全球汽車市場份額大幅增加的情況下,競爭將更加激烈。”

該行認爲,電動汽車市場的機遇和綠色浪潮將在未來10年轉化爲一個5萬億美元的整體市場,而特斯拉將在未來幾年成爲更廣泛的消費者對電動汽車/自動駕駛汽車採用的“不成比例的受益者”。

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