《大行》中金升特斯拉(TSLA.US)目標價至360美元 降今明兩年盈測
中金發表報告指,特斯拉(TSLA.US)第二季業績符合市場預期。汽車業務毛利率按季改善。公司亦計劃於下半年量產更低價的型號,目標於五年內年產百萬台機器人。
報告指,儘管特斯拉面臨多重不利因素,預期其智能業務即智能駕駛和機器人將實現其指引方針。維持「跑嬴大市」評級。考慮到全球貿易和美國政策的影響,將2025年和2026年盈利預測分別下調8%和6%,至107億美元和144億美元。由於該公司多項創新業務的商業化正在推進中,將目標價上調20%至360美元,此相當預測今年市盈率14倍。
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