电车热潮已到顶？多家投行下调特斯拉增长预期

智通财经2023-12-20

华尔街对特斯拉的前景正迅速变得黯淡，至少有两位分析师在两天内对该公司的看法变得更加谨慎。分析师表示，到2024年，特斯拉生产的部分电动汽车可能不再有资格获得美国和一些欧洲国家的政府补贴，这将在对这些汽车的需求已经放缓之际，给该公司的收入带来进一步的压力。Tudor, Pickering, Holt & Co.的分析师Matt Portillo周二将特斯拉评级下调至“卖出”，该分析师表示，“如果...

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精彩评论

SUNLIGHT
2023-12-21
SUNLIGHT
单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！
dmax0708
2023-12-20
dmax0708
这个土豆是个啥投行？大摩高盛瑞银看好

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Many investment banks lowered Tesla's growth expectations","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5b0fcfae56f130696800e9649dd00996","symbols_score_info":{"TSLA":1},"content_text":"华尔街对特斯拉的前景正迅速变得黯淡，至少有两位分析师在两天内对该公司的看法变得更加谨慎。分析师表示，到2024年，特斯拉生产的部分电动汽车可能不再有资格获得美国和一些欧洲国家的政府补贴，这将在对这些汽车的需求已经放缓之际，给该公司的收入带来进一步的压力。Tudor, Pickering, Holt & Co.的分析师Matt Portillo周二将特斯拉评级下调至“卖出”，该分析师表示，“如果特斯拉明年继续推动增长，失去这些激励措施可能会加大进一步降价的风险。”Portillo还预计，特斯拉在2023年最后三个月的交付量将低于分析师的平均预期。分析师们最新的悲观言论进一步表明，华尔街对特斯拉业绩的看法日益恶化。据收集的数据显示，分析师对该公司第四季度的平均利润预测比12个月前下降了55%以上，而对2024年的利润预期比去年同期下降了43%。根据数据，在销售方面，分析师平均预计特斯拉在截至12月31日的季度将交付超过48.1万辆电动汽车。Portillo预计这一数字将在47万部左右。加拿大皇家银行资本市场分析师Tom Narayan预计特斯拉将交付约47.6万辆汽车，他对特斯拉的评级相当于“买入”。周一，Narayan下调了对特斯拉2024年和2025年的交付量预期，以反映Model 3和Model Y销量的“更温和增长”，并指出竞争加剧和联邦激励措施的丧失等不利因素。Narayan表示，特斯拉面向大众市场的Model 3的一些车型将在明年失去全部的联邦税收抵免。Tudor的Portillo说，该公司在法国和德国可能面临类似的问题。在特斯拉10月份发布第三季度业绩后，人们普遍预计整个行业的电动汽车需求将放缓，除此之外，这些补贴问题还将出现。这些警告之后，通用汽车和福特汽车、汽车租赁公司赫兹租车以及几家电动汽车供应商等老牌汽车公司也纷纷对电动汽车做出了类似的悲观预测。电动汽车整体疲软的很大一部分原因是，渴望购买新技术的热情尝试者群体可能已经筋疲力尽，而主流买家对高昂的价格和尚处于起步阶段的电动汽车生态系统仍持谨慎态度。Cowen分析师Jeffrey Osborne周二在给客户的一份报告中写道：“自2022年以来，新电动汽车的平均价格下降了约21%，但消费者在购买电动汽车方面仍然胆怯，大多数人认为电池可靠性、缺乏可用的公共充电站以及完全充电所需的时间是他们无法克服的主要心理和生理障碍。”因此，只销售电动汽车的特斯拉的利润和收入预期一直在下降。Portillo和Narayan并不是唯一对特斯拉明年前景感到担忧的分析师。上周五，德银分析师埃Emmanuel Rosner表示，特斯拉面临的“更大风险”是，在电动汽车采用率放缓的情况下，特斯拉2024年的增长和盈利都可能低于预期。特斯拉股价周二上涨2%，今年迄今累计涨幅达到108%。但该股本季度的表现令人沮丧，反映出2024年电动汽车采用前景恶化。自9月底以来，特斯拉上涨了约2%，而标普500指数的总回报率为11.5%。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":254175162544232,"gmtCreate":1703090787406,"gmtModify":1703091530045,"author":{"id":"3482579380030341","authorId":"3482579380030341","name":"SUNLIGHT","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3482579380030341","authorIdStr":"3482579380030341"},"htmlText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","listText":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","text":"单就上证2750点能企稳就不错了，再悲观点2500完全有可能，如果茅台和腾讯杀下来就是大盘见底的时候，如果幅度大的话，2200点也是大概率事件。关键问题就是酒银行跌不下来，跌不下来就慢慢阴跌就不会见底，这会更加痛苦。 看着茅台和腾讯，看着大银行何时让市场见底吧，股王半死不活指数就深不见底，如果有赚钱效应也要果断参与快进快出，毕竟量化交易割的就是散户韭菜。交易制度何时与国际接轨呢？否则还是乌烟瘴气玩垃圾股！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254175162544232","repostId":2392115899,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":254078831632560,"gmtCreate":1703067269234,"gmtModify":1703067979077,"author":{"id":"120621487222911","authorId":"120621487222911","name":"dmax0708","avatar":"https://static.laohu8.com/f1321d3def413f8102068c37870ba738","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"120621487222911","authorIdStr":"120621487222911"},"htmlText":"这个土豆是个啥投行？ 大摩高盛瑞银看好","listText":"这个土豆是个啥投行？ 大摩高盛瑞银看好","text":"这个土豆是个啥投行？ 大摩高盛瑞银看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254078831632560","repostId":2392115899,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.4","shortVersion":"4.29.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2392115899"}