《大行報告》高盛降Tesla(TSLA.US)目標價至200美元 料減價可提振銷量達至規模效益
高盛發表報告指,Tesla(TSLA.US)繼最近在內地市場減價後,歐美市場亦宣布大減價。Tesla美國官網的Model 3和Model Y售價,減價幅度介乎6%至20%。
該行認為,雖然Model 3和Model Y的減價有助於更好地貼合美國市場上約20至30%的4至5萬美元車輛的價格,但減價亦意味最近的訂單追蹤正在減弱,因此下調每股盈利預測。該行維持Tesla「買入」,目標價由205美元降至200美元。
高盛對Tesla今年的交付預期維持180萬架不變,並指出Tesla減價雖然可能會導致收入下降,但相信有助提振銷量達至規模效益,考慮到Tesla的工廠擴建和產能提升,認為減價消息對競爭對手是負面的消息。
另外,該行對Tesla今年至後年的每股盈利預測由4美元、5.6美元、7美元調整為3.5美元、5美元、6美元,以反映較低的平均銷售價格。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.