《大行報告》大摩下調Tesla(TSLA.US)目標價至250美元 評級「增持」
摩根士丹利發表報告指,Tesla(TSLA.US)去年12月股價下挫45%,相信是由於疫情以來電動汽車供應首次高於需求所致,指出過去兩年供不應求情況開始逆轉,預期今年將是電動汽車市場「重置」,而當中具有規模及成本優勢的參與者將可以成為相對贏家。
大摩下調Tesla目標價,由330美元降至250美元,以反映價格及估值下降,重申「增持」評級,預期即使撇除降低通脹所帶來的利好因素,指Tesla在行業競爭中仍具有領先優勢,可利用其成本及規模優勢進一步從競爭中脫穎而出。
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