瑞银预计特斯拉第二季度交付量将比市场预期少25000辆

鞭牛士06-25

鞭牛士报道，6月25日消息，据外电报道，瑞银分析师在特斯拉 (NASDAQ: TSLA ) 第二季度交付预测报告中预测，这家电动汽车巨头的第二季度交付量将无法达到市场预期。他们预测交付量约为 420,000 辆，同比下降 10%，但比第一季度增长 9%。这一修正后的估计值低于 Visible Alpha 的 445,000 辆共识值，处于买方预期的较高水平，瑞银估计买方预期为 410,000-...

网页链接

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2446835929?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-06-25 06:47","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2446835929","market":"us","top_or_hot":-1,"title":"瑞银预计特斯拉第二季度交付量将比市场预期少25000辆","media":"鞭牛士","content":"<div>\n<p>鞭牛士报道，6月25日消息，据外电报道，瑞银分析师在特斯拉 (NASDAQ: TSLA ) 第二季度交付预测报告中预测，这家电动汽车巨头的第二季度交付量将无法达到市场预期。他们预测交付量约为 420,000 辆，同比下降 10%，但比第一季度增长 9%。这一修正后的估计值低于 Visible Alpha 的 445,000 辆共识值，处于买方预期的较高水平，瑞银估计买方预期为 410,000-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406250721049f618bd3&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>瑞银预计特斯拉第二季度交付量将比市场预期少25000辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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瑞银预计特斯拉第二季度交付量将比市场预期少25000辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 06:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406250721049f618bd3&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鞭牛士报道，6月25日消息，据外电报道，瑞银分析师在特斯拉 (NASDAQ: TSLA ) 第二季度交付预测报告中预测，这家电动汽车巨头的第二季度交付量将无法达到市场预期。他们预测交付量约为 420,000 辆，同比下降 10%，但比第一季度增长 9%。这一修正后的估计值低于 Visible Alpha 的 445,000 辆共识值，处于买方预期的较高水平，瑞银估计买方预期为 410,000-...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406250721049f618bd3&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0053666078.USD","symbol_name":"摩根大通基金-美国股票A（离岸）美元","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406250721049f618bd3&s=b","article_id":"2446835929","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406250721049f618bd3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2446835929","pubTimestamp":1719269224,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"从具体地区来看，瑞银预计美国交付量将略低于第一季度的速度。在欧洲，预计交付量同比和环比将大幅下降，主要原因是主要市场需求下降。除了交付量之外，瑞银警告称，尽管预计美国和中国的交付量将有所改善，但毛利率仍可能受到影响。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","UBS":"瑞银","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823414478.USD":"法巴经典能源转换基金","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4574":"无人驾驶","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4551":"寇图资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4511":"特斯拉概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4099":"汽车制造商","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4548":"巴美列捷福持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4592":"伊斯兰概念"},"translate_title":"UBS expects Tesla to deliver 25,000 fewer vehicles in the second quarter than market expectations","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"UBS":0.9,"TSLA":0.9},"content_text":"鞭牛士报道，6月25日消息，据外电报道，瑞银分析师在特斯拉 (NASDAQ: TSLA ) 第二季度交付预测报告中预测，这家电动汽车巨头的第二季度交付量将无法达到市场预期。他们预测交付量约为 420,000 辆，同比下降 10%，但比第一季度增长 9%。这一修正后的估计值低于 Visible Alpha 的 445,000 辆共识值，处于买方预期的较高水平，瑞银估计买方预期为 410,000-425,000 辆。瑞银强调，与总体（共识）数据相比，该股对业绩的反应更为强烈，这表明最终交付量可能比最初的未达标数据更有分量。他们计划在官方数据公布后重新审视其财务模型。从具体地区来看，瑞银预计美国交付量将略低于第一季度的速度。不过，他们认为，5 月份针对 Model Y 的 0.99% 融资优惠可能会使部分销售量从 6 月份提前。由于生产挑战得到解决，预计 Model 3 交付量也会有所改善。在欧洲，预计交付量同比和环比将大幅下降，主要原因是主要市场需求下降。不过，中国市场是一个亮点，交付量同比和环比均出现小幅增长。除了交付量之外，瑞银警告称，尽管预计美国和中国的交付量将有所改善，但毛利率仍可能受到影响。虽然 8 月 8 日即将举行的特斯拉人工智能日可能会激发人们对人工智能计划的热情，但瑞银认为，其财务影响还远未显现。近期至中期的重点将放在新车发布上，这可能会影响 2025 年和 2026 年的预测。瑞银预计新车将与 Model 3 和 Y 有所不同，但功能较少，以实现更低的价格。瑞银最后表示，随着投资者的注意力转向未来增长和人工智能前景，特斯拉的股价可能偏离当前的商业基本面。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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":"4.24.2","shortVersion":"4.24.2","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/2446835929"}