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畜牧教主马斯克
12-24 22:35

宗教信仰才是核心，畜牧业助推股价[龇牙]

销量连跌，股价新高：特斯拉为何被市场“原谅”？

尽管全球主要市场电动车销量持续下滑，特斯拉股价却逼近历史高位。目前，特斯拉正面临连续第二年年度销量下滑的局面。行业组织周二发布的数据显示，截至11月30日，特斯拉今年在欧盟的销量较去年同期下降近39%。根据FactSet的共识预期，特斯拉预计将公布第四季度汽车销量为44.9万辆，全年电动汽车交付量约为160万辆。乔治·贾纳里卡斯写道：“鉴于特斯拉近期股价走强，市场似乎正将目光越过本季度，我们亦打算如此。”

销量连跌，股价新高：特斯拉为何被市场“原谅”？

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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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251224183220a472f246&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2593476252","content_text":"尽管全球主要市场电动车销量持续下滑，特斯拉股价却逼近历史高位。投资者的目光已越过短期业绩，聚焦于其自动驾驶出租车等人工智能业务带来的未来想象。分析师表示：“市场似乎正将目光越过本季度，我们亦打算如此。”目前，特斯拉正面临连续第二年年度销量下滑的局面。尽管特斯拉(TSLA.O)的电动汽车销量预计将再次未达预期，其股价却仍接近历史高位，这是因为投资者和分析师正紧盯未来由人工智能驱动的新增长。行业组织周二发布的数据显示，截至11月30日，特斯拉今年在欧盟的销量较去年同期下降近39%。截至11月，其在中国的交付量下滑超过8%，而据预估，其2025年在美销量预计将下降9%。根据FactSet的共识预期，特斯拉预计将公布第四季度汽车销量为44.9万辆，全年电动汽车交付量约为160万辆。这意味着其正步入连续第二年销量下滑的轨道。加通贝祥的分析师乔治·贾纳里卡斯周一将其对特斯拉第四季度电动汽车销量的预测从47万辆下调至约42.7万辆。但他同时将目标股价从每股482美元上调至551美元，并重申对该股的“买入”评级。乔治·贾纳里卡斯写道：“鉴于特斯拉近期股价走强，市场似乎正将目光越过本季度，我们亦打算如此。”该股周一盘中创下498.83美元的历史新高，当日收于488.73美元，周二则下跌了0.7%。尽管贾纳里卡斯认为特斯拉在电动汽车领域有反弹潜力，但他和市场的大部分焦点都集中在人工智能，尤其是机器人出租车上。看涨特斯拉的韦德布什分析师丹·艾夫斯近期表示，基于其机器人和人工智能计划，该公司到2027年市值可能达到3万亿美元。这意味着其市值将从目前约1.6万亿美元接近翻倍。德意志银行分析师在最近给投资者的报告中写道：“然而，或许更重要的是，围绕机器人出租车的故事叙述依然强劲。”他们也同时下调了对特斯拉电动汽车销量的预测。特斯拉计划在全美推出一个完全自动驾驶的叫车网络，以与Alphabet(GOOGL.O)旗下的Waymo和优步科技竞争。该公司还在研发一款定制的机器人出租车，预计明年投入生产。过去几个月，该公司已在得克萨斯州奥斯汀和旧金山湾区运营有限范围的叫车服务。特斯拉已开始在奥斯汀测试无安全员的自动驾驶行程，目标是在本月月底前提供完全自动驾驶的乘车服务。特斯拉还计划在今年年底前将其叫车服务扩展到美国其他几个城市，并扩大其在奥斯汀的车队规模。然而，其进展比乔治·贾纳里卡斯等人希望的要慢，而距离2026年只剩大约一周时间。晨星的分析师塞思·戈尔茨坦认为，市场对机器人出租车业务赋予了过高的估值，他表示这项业务需要多年时间才能完全发展起来。“特斯拉的交易价格远高于我们所认为的合理价值，”戈尔茨坦说，他给予该股相当于“卖出”的评级，目标价为300美元，这意味着较当前水平有约39%的下跌空间。除了机器人出租车，特斯拉还在研发人形机器人和定制人工智能芯片，为其技术和数据中心提供动力。预计机器人和芯片都将在2026年投入生产。","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":37,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}