美銀將特斯拉目標價上調了100美元
特斯拉(TSLA.US)將於今晚美股盤後公佈三季報,在此之前,美銀證券將該股目標價上調了100美元。
該行表示,2021年第三季度對於汽車價值鏈來說是一個充滿挑戰性的季度,特斯拉等車企都受到了半導體短缺和縮減產能等因素帶來的負面影響。
儘管如此,美銀證券分析師John Murphy仍維持對特斯拉的“中性”評級,同時將其目標價從800美元上調至900美元。
Murphy還將特斯拉第三季度的每股收益預期從每股1.35美元上調至每股1.60美元,同時將2021財年的每股收益預期從每股5.15美元上調至5.50美元。
Murphy在給客戶的一份報告中表示,第三季度汽車行業的產量和銷量可能會出現連續下滑。
但是,該分析師認爲,與去年同期相比,今年第三季度處於相對艱難的時期,因此在這樣的情況之下市場的普遍預期也會有所降低。分析師Murphy認爲在低預期之下,特斯拉在同行之中的表現可能較爲出色。
“由於IHS在過去一個月大幅下調了其預期,多家車企也相繼預告疲弱的第三季度業績,並暗示下調2021年業績展望。我們認爲,在這樣的市場環境之下,第三季度和2021財年業績‘預期門檻’設定得相當低。”Murphy寫道。
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