美股異動|特斯拉跌超2% 巴克萊警吿其敍事越來越偏離其基本面
特斯拉(TSLA.US)跌超2%,報419.6美元。消息面上,巴克萊警吿稱,特斯拉的敍事越來越偏離其基本面。具體來看,特斯拉目前的估值為2025年市盈率的123倍,表明“馬斯克溢價”現已達到歷史新高。巴克萊認為,基本面最終將重新成為特斯拉投資者關注的重點。另外,該行預計特斯拉2025年的交付量將達到195萬輛,同比增長9%,然而顯著低於市場208萬輛的一致預期,以及特斯拉此前暗示的215萬-233萬輛的指引範圍。(格隆匯)

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