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大行評級|大摩:特斯拉次季交付勝預期 予其目標價310美元及“增持”評級
格隆匯 07-03 16:50
摩根士丹利發表研究報吿指,特斯拉今年第二季度汽車交付量達44.4萬輛,超出該行及市場預期。雖然上述數據對市場屬正面驚喜,惟該行認為特斯拉現時很難達到去年的交付水平,並指公司須在今年下半年將交付量維持於6%的按年增長,才能保持銷售表現持平。該行指,特斯拉部署電池儲能量高於預期,幾乎是該行預測的兩倍。隨人工智能時代的發展加速,將刺激能源需求、發電及數據中心投資方面的增長。該行相信,投資者將開始更大程度地關注特斯拉能源業務,因為該業務具有獨特的定位,並受惠於人工智能熱潮所加速的美國電網投資。大摩將特斯拉目標價定於310美元,予以“增持”評級。
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