郭明錤:Tesla(TSLA.US)旗下Cybertruck最快年底出貨
天風國際證券分析師郭明錤發文表示,Tesla(TSLA.US)旗下Cybertruck最快將在年底開始出貨,而Cybertruck在2023、2024與2025年的出貨量預期分別為100至200架、10萬至12萬架、以及24萬至26萬架。
他預料,Cybertruck帶來的競爭優勢可望維持至2030年,意味著Cybertruck 2或等待至2030年後才會出貨,並會在外觀設計大致不變下,推出規格升級或修改的版本。
郭明錤提到,Cybertruck對Tesla未來數年內營收與利潤成長的貢獻是顯而易見,並相信該貢獻在未來將不受季節性與經濟景氣衰退所影響。(ca/w)
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