大行評級|高盛:重申特斯拉“中性”評級 提醒投資者不應對Robotaxi過度樂觀
高盛分析師Delaney發表報告,重申對特斯拉的“中性”評級,並維持12個月目標價285美元,提醒投資者不應對無人駕駛出租車Robotaxi過度樂觀。他指出,Robotaxi首日試營運已出現導航與行車問題,加上車內仍需員工陪同,顯示短期內服務難以大規模擴展;加上特斯拉美股目前估值已部分反映自動駕駛的潛在盈利,同時中國市場競爭激烈,或進一步壓縮其利潤空間。
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