大行评级｜高盛：维持特斯拉“中性”评级，资本支出及robotaxi进展放缓为主要风险_老虎社区_美港股上老虎

大行评级｜高盛：维持特斯拉“中性”评级，资本支出及robotaxi进展放缓为主要风险

格隆汇04-23

高盛分析师Mark Delaney维持对特斯拉的“中性”评级及375美元目标价，虽然认可利润率进展及全自动驾驶(FSD)订阅率增长(年增51%)，但警告称机器人出租车部署速度短期内可能较为缓慢，而面向消费者的无监督FSD发布可能要到2026年底才会到来。Delaney估计，鉴于投资成本高企，自由现金流在2026年和2027年均将为负值，要到2028年才会转为正值。

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