《大行報告》高盛:特斯拉(TSLA.US)無提供今年銷量指引 顯示增長可能顯著放緩
高盛發表報告指,雖然特斯拉(TSLA.US)指,由於單車成本降低,去年第四季Non-GAAP毛利率按季改善,但特斯拉並無提供今年汽車銷量的具體指引,並指出增長速度可能會明顯放緩。
高盛認為,在電話會議上,投資者將希望更好地了解特斯拉今年及打後的汽車銷量、利潤率軌跡和利潤率可能見底的位置,以及人工智能相關產品的前景。如果在電話會議上能提供更具體的信息或指引,特別是銷量和利潤率方面,可能會對該股起到關鍵作用。
高盛予特斯拉「中性」評級,目標價255美元。
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