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港股異動 | 汽車股大跌 市場擔憂特斯拉盈利能力下降且再降價搶客
格隆匯 04-04 10:18
格隆匯4月4日丨蔚來跌8%,小鵬汽車跌6%,長城汽車、理想汽車跌4%,吉利汽車、零跑汽車、廣汽集團跌3%,比亞迪股份、五菱汽車跌2%。特斯拉第一季全球總交付近42.3萬輛汽車,交付量創歷史新高,高於市場預期的42.1萬輛。此前,特斯拉曾表示今年預計將生產180萬輛汽車,並暗示打算交付相等數量。公司高管表示,他們的目標是在未來多年內實現產量和銷售額平均每年增長50%。Bernstein分析師Toni Sacconaghi表示,許多投資者認為,特斯拉最近的降價反映了結構性成本優勢,這將使其能夠向競爭對手施壓並獲得超大銷量並主導電動汽車市場,但他認為降價已經並將削弱行業盈利能力(包括特斯拉),但特斯拉財力雄厚,不太可能退縮。Sacconaghi表示,投資者面臨的關鍵問題是,在大幅降價但商品成本提高的情況下,公司利潤率會降低多少。另外,巴克萊銀行分析師Dan Levy指,尤其是當公司在德州奧斯汀和柏林以外的新工廠提高產量時,特斯拉可能需要逐步降價。

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