《大行報告》富瑞:特斯拉(TSLA.US)至2026年前增長面臨壓力
富瑞發表研究報告指,特斯拉(TSLA.US)去年第四季業績平穩及符合預期。期內集團收入252億美元,按年增3%,按季升8%。該行料集團今年預測有下行空間,而明年的下行空間更大,相信公司增長在2026年前仍面臨壓力。
該行表示,公司的銷售指引顯示,今年的增長可能明顯低於去年,收入增長低於貨存收入。集團指,製造下一代電動車的進展順利,但預計要到下半年甚至明年末才能開始生產。公司料資本開支將再次上升,今年或超過100億美元。
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