比起2023年销量，华尔街更关注特斯拉的利润率

虎嗅网01-04

特斯拉（TSLA）交出了良好的2023年第四季度产销数据。不过，华尔街的关注点不止这些，焦点已经转向2024年的利润率和出货量。第四季度，特斯拉交付量为48 .5万辆，高于市场预期。截至1月2日收盘，公司股价下跌6美分至248.42美元，考虑到纳斯达克综合指数下跌1.6%，6美分跌幅不算什么。此前，巴克莱银行下调苹果（AAPL）评级后，公司股价下跌3.6%；Rivian Automotive（...

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银河有岸
01-05
银河有岸
华尔街越来越短视了

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2023","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"特斯拉（TSLA）交出了良好的2023年第四季度产销数据。不过，华尔街的关注点不止这些，焦点已经转向2024年的利润率和出货量。第四季度，特斯拉交付量为48 .5万辆，高于市场预期。截至1月2日收盘，公司股价下跌6美分至248.42美元，考虑到纳斯达克综合指数下跌1.6%，6美分跌幅不算什么。此前，巴克莱银行下调苹果（AAPL）评级后，公司股价下跌3.6%；Rivian Automotive（RIVN）公布交付量数据后，其股价暴跌10%至21.10美元。Canaccord分析师乔治·贾纳里卡斯（George Gianarikas）在1月2日报告写道：2023年，Rivian固定产量并开始认真扩大规模，提高其指导目标。Rivian产量达到3000辆，交付量也符合共识并且高于预期，这让我们对其股价反应感到有些困惑。一个可能的解释是，投资者还未收拾心情在新一年开始购买股票。第二个不利因素则是，Rivian股价在交付报告发布当月已经上涨约30%。贾纳里卡斯将Rivian股票评级为“买入”，目标价30美元。他还将特斯拉股票评级为“买入”，目标价267美元。贾纳里卡斯对特斯拉的交付表现印象深刻，指出虽然利率上升且经济放缓，特斯拉2023年的汽车交付量仍超过180万，正如该公司对投资者承诺的那样。尽管如此，贾纳里卡斯表示自己“遇到的问题多于答案”。首先，特斯拉2024年约220万台交付量预期是否足够低；其次，2023年三季度16%左右毛利率是否已经触底，比2022年同期下降约10%。此外，鉴于特斯拉预计不会在2024年推出新车型，投资者会对其机器人Optimus以及驾驶辅助软件的进步感到兴奋吗？“比交付量消息更重要的是，特斯拉即将召开的财报电话会议。”贾纳里卡斯补充道，电话会议定于1月24日举行。TD Cowen分析师杰弗里·奥斯本（Jeffrey Osborne）认为，特斯拉需要在1月的财报电话会上预测约为220万的2024年汽车交付量，才能让投资者满意。他将特斯拉股票评级为“持有”，目标价定为200美元。新街研究（New Street Research）分析师皮埃尔·费拉古（Pierre Ferragu）对特斯拉股票的评级为“买入”，目标价为300美元。他在特斯拉公布交付量后写道：2023年四季度该公司毛利率仍将“面临压力”，不过预计到2024年将改善至19%左右。总体而言，华尔街对特斯拉不太乐观，预计公司第四季度的毛利率（不包括监管信贷）约为16%，与三季度相似，并在2024年提高约1%～2%。财报电话会议是关乎特斯拉股价的下一个重大事件。CEO埃隆·马斯克（Elon Musk）关于汽车进一步降价的可能，以及对利率看法，将在很大程度上回答华尔街当前疑问。截至1月3日收盘，特斯拉股价下跌4.01%至238.45美元；标普500指数和纳斯达克综合指数分别下跌0.80%和1.18%。（本文内容仅供参考，不构成任何形式的投资和金融建议；市场有风险，投资须谨慎。）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":259693596291200,"gmtCreate":1704411809409,"gmtModify":1704418498990,"author":{"id":"3559009371840224","authorId":"3559009371840224","name":"银河有岸","avatar":"https://static.tigerbbs.com/69570780e51a0e6501fe626b49604f52","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3559009371840224","authorIdStr":"3559009371840224"},"htmlText":"华尔街越来越短视了","listText":"华尔街越来越短视了","text":"华尔街越来越短视了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259693596291200","repostId":2400396296,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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