Maskey
06-26
这个肯定是收钱了，还发了几遍。。。别人是靠汽车自动驾驶吗？靠的是FSD给人形机器人使用，当然你可以看到以后的特斯拉飞行器。
瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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chenx32401
06-26
chenx32401
特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。
起飞2024
06-26
起飞2024
瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子
天空使者
:
忽悠新手罢了
什么也没有了～
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class=\"title\">\n瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 17:44 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1310070.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310070.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310070.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546204605","content_text":"智通财经APP获悉，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了\"汽车基本面不重要\"的世界。瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2960,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":112,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":450180374815208,"commentId":"450180374815208","gmtCreate":1750935751138,"gmtModify":1750935755594,"authorId":3472532348212000,"author":{"id":3472532348212000,"idStr":"3472532348212000","authorId":3472532348212000,"name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":450163538559336,"objectIdStr":"450163538559336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","text":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","html":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":450191145140440,"commentId":"450191145140440","gmtCreate":1750938867888,"gmtModify":1750938872745,"authorId":3470824502609204,"author":{"id":3470824502609204,"idStr":"3470824502609204","authorId":3470824502609204,"name":"起飞2024","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","vip":1,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":450163538559336,"objectIdStr":"450163538559336","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","text":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","html":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","likeSize":2,"commentSize":1,"subComments":[{"id":450206058304128,"commentId":"450206058304128","gmtCreate":1750941926457,"gmtModify":1750941930889,"authorId":11107014341500,"author":{"id":11107014341500,"idStr":"11107014341500","authorId":11107014341500,"name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","vip":1,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":450163538559336,"objectIdStr":"450163538559336","type":1,"supId":450191145140440,"supIdStr":"450191145140440","prevId":0,"prevIdStr":"0","content":"忽悠新手罢了","text":"忽悠新手罢了","html":"忽悠新手罢了","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/450163538559336"}
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