大摩：对特斯拉未来六个月股价表现，机构股东都很悲观

华尔街见闻02-15

摘要：被排除在AI主题之外，2024年收入可能零增长......投资者对特斯拉未来表现尽显悲观。今年迄今为止特斯拉累计跌近25%，投资者对特斯拉未来的表现也尽显悲观。摩根士丹利对特斯拉机构投资者进行的非正式调查发现，许多人看跌特斯拉，几乎每个人都认为特斯拉股价在6个月内表现不佳，大部分人认为特斯拉在未来12个月内会表现不佳。“特斯拉铁粉”、摩根士丹利汽车首席分析师Adam Jonas在周三的一份...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

水晶花期
02-15
水晶花期
就来不单纯看眼前业绩
题解红木
02-15
题解红木
地球还是需要支持的，如果不支持地球美国人肯定肆无忌惮，你就等着买100万的棺材吧，国美？什么？？它算新东西？
马虎恶魔号
02-15
马虎恶魔号
特斯拉还是需要支持的，如果不支持特斯拉国产车肯定肆无忌惮，你就等着买100万的比亚迪吧为华？？什么？？他算新能源？
天空使者
02-15
天空使者
这话说的不伦不类 [开心]

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Jonas在周三的一份报告中指出：我们刚刚参加完特斯拉投资者午餐会，这是最看空特斯拉的一次......原因也在情理之中，有些人怀疑特斯拉今年销量增长停滞，也有投资者认为特斯拉暂时“被排除在AI狂潮之外”。Jonas列举了投资整体看跌的几个原因，其中最大的一个原因是人工智能，以及特斯拉被排除在与AI相关的科技股上涨之外。Jonas认为，马斯克正在将特斯拉从AI主题中“边缘化”，主动让投资者关注电动汽车需求恶化。而这很可能是马斯克“乱说话”惹的祸，马斯克1月中旬发布一连串推文，称“没有25%投票权，不如在特斯拉外做AI和机器人”。许多人认为这是马斯克威胁要将人工智能抽调到独立的公司，从而剥夺特斯拉在人工智能方面取得的成果。投资者的另一大担忧是，2024年收入可能会是“零增长”。Jonas表示，投资者质疑，今年特斯拉是否有可能实现销量增长。虽然特斯拉第四季度交付量达到了484507辆，创下了特斯拉史上最高季度记录，但管理层同时警告称，2024车辆交付量的增长率可能明显低于2023年的增长率。尽管投资者整体基调偏悲观，但作为“特斯拉铁粉”，Jonas还是重申了摩根士丹利对特斯拉的“增持”评级和 345 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