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德銀下調Tesla目標價至285美元 指明年銷售增長非常緩慢
阿思達克 09-28 23:11
德銀發表報告,指Tesla(TSLA.US)第三季業績不佳,預期明年銷售成長有限,2024年市場的盈測更面臨重大下行風險。 德銀分析師Emmanuel Rosner將Tesla目標價下調15美元至285美元,重申「買入」評級。分析師認為,雖然Tesla股價上升,但對其未來前景信心不大,他直言Tesla明年銷售增長將非常緩慢,料僅銷售30萬輛新車,即按年僅增長17%,但Tesla定價壓力較細,考慮到Model 3新車型將於2023年第四季在中國推出,將來或推廣至美國,料產品價格按年輕微下跌約1%。 由於銷售預期減慢,德銀將Tesla第三季收入預期從241億美元下調至233億美元,將交付量預期由早前的45.5萬輛下調至44萬輛,反映Tesla數間工廠在夏季停工數星期、中國Model Y及Model S及X減價等因素。不過,德銀上調Tesla 2025年每股盈測,料2025年Tesla將推出下一代新車型。 Tesla預計將於10月18日公布業績。
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