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Maskey
Maskey
·
07-31
$英特尔(INTC)$
这个真是垃圾
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Maskey
Maskey
·
07-30
$诺和诺德(NVO)$
这样子搞，感觉50也顶不住，40都难说
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Maskey
Maskey
·
07-10
只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易
抛售过头了！华尔街多头力证：特斯拉被严重错杀
智通财经APP获悉，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。特斯拉近期的财务数据也未能提振市场情绪。
抛售过头了！华尔街多头力证：特斯拉被严重错杀
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Maskey
Maskey
·
07-01
$诺和诺德(NVO)$
垃圾是不是有病？
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802
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Maskey
Maskey
·
07-01
$特斯拉(TSLA)$
$特斯拉(TSLA)$
感觉这个票是非太多
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558
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Maskey
Maskey
·
06-27
$特斯拉(TSLA)$
哎 完犊子了。过两天就是一季度的报告。。一时半会起不来
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Maskey
Maskey
·
06-27
$特斯拉(TSLA)$
小米跳水了 说明一切问题啊
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953
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Maskey
Maskey
·
06-27
$小米集团-W(01810)$
订单是黄牛刷的，看看咸鱼吧，造孽
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Maskey
Maskey
·
06-27
$小米集团-W(01810)$
高了，不及预期。撤
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Maskey
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
智通财经APP获悉，瑞银发布研报，重申对特斯拉的“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%。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。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。
瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级
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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 这个真是垃圾","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 这个真是垃圾","text":"$英特尔(INTC)$ 这个真是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462716721754616","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462434394464496,"gmtCreate":1753879175885,"gmtModify":1753879177140,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"Maskey","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a>这样子搞，感觉50也顶不住，40都难说","listText":"<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ </a>这样子搞，感觉50也顶不住，40都难说","text":"$诺和诺德(NVO)$ 这样子搞，感觉50也顶不住，40都难说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/462434394464496","isVote":1,"tweetType":1,"viewCount":1061,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":7,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","text":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","html":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455128062391072,"gmtCreate":1752133532742,"gmtModify":1752133534773,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"Maskey","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","listText":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","text":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455128062391072","repostId":"2550138106","repostType":2,"repost":{"id":"2550138106","kind":"news","pubTimestamp":1752130972,"share":"https://www.laohu8.com/m/news/2550138106?lang=&edition=full","pubTime":"2025-07-10 15:02","market":"us","language":"zh","title":"抛售过头了！华尔街多头力证：特斯拉被严重错杀","url":"https://stock-news.laohu8.com/highlight/detail?id=2550138106","media":"智通财经","summary":"智通财经APP获悉，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。特斯拉近期的财务数据也未能提振市场情绪。","content":"<html><head></head><body><p>7月10日，今年以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价持续承压，但有一位分析师建议投资者不妨冷静看待。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81b152dcc045b4af9773626c08e9dc8d\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。</p><p>Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”</p><p>RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。</p><p>Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。</p><p>今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。</p><p>特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。</p><p>即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。</p><p>Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper Sandler分析师近期也将特斯拉称为“汽车行业最具变革性的公司”，并指出从长远来看，该公司“可能会获胜”。</p><p>尽管如此，RBC仍指出了多项风险，包括盈利波动、成本通胀及供应链问题。该行还提到，特斯拉的业务具有“周期性”，易受整体经济放缓的影响，尤其是在利率上升或地缘政治冲击抑制消费者支出的情况下。</p><p>当然，还有马斯克的因素。这位特斯拉首席执行官因在网上发表政治及分裂性言论而受到新的审视，引发了人们对公司治理及长期品牌实力的质疑。这种不确定性仍是投资者面临的一大变数。就目前而言，加拿大皇家银行的立场坚定。</p><p>Narayan指出：“由于时间安排及各种生产问题，公司业绩及季度财报可能不稳定，这可能导致股价波动。但无论如何，特斯拉是一家成长型公司。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>抛售过头了！华尔街多头力证：特斯拉被严重错杀</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抛售过头了！华尔街多头力证：特斯拉被严重错杀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 15:02 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1316132.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316132.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316132.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550138106","content_text":"7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较英伟达(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper 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订单是黄牛刷的，看看咸鱼吧，造孽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/450410733052792","isVote":1,"tweetType":1,"viewCount":2464,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478397294325094","authorId":"3478397294325094","name":"韭菜收割者","avatar":"https://static.tigerbbs.com/8c7c6b07a35504d8dd314b9e590a004d","crmLevel":5,"crmLevelSwitch":0,"idStr":"3478397294325094","authorIdStr":"3478397294325094"},"content":"这不好事么，有黄牛刷 恰恰说明车子热度高，造什么孽呢，你看看哪个车企有这个氛围","text":"这不好事么，有黄牛刷 恰恰说明车子热度高，造什么孽呢，你看看哪个车企有这个氛围","html":"这不好事么，有黄牛刷 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高了，不及预期。撤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450408744087592","isVote":1,"tweetType":1,"viewCount":851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450163538559336,"gmtCreate":1750931889006,"gmtModify":1750931891101,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"Maskey","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"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。","listText":"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。","text":"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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/450163538559336","repostId":"2546204605","repostType":2,"repost":{"id":"2546204605","kind":"news","pubTimestamp":1750931096,"share":"https://www.laohu8.com/m/news/2546204605?lang=&edition=full","pubTime":"2025-06-26 17:44","market":"us","language":"zh","title":"瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2546204605","media":"智通财经","summary":"智通财经APP获悉，瑞银发布研报，重申对特斯拉的“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%。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。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研报，重申对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(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，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>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%。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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。</p><p>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%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15e53d624660ab9d16d6692e0249d7c5\" tg-width=\"1001\" 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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":3019,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"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。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}