德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？

华尔街见闻12-26 16:04

对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和...

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精彩评论

Johnsonk
12-26 14:58
Johnsonk
亏成这样也是难为你了
杨大逍遥
12-26 14:53
杨大逍遥
宗教股还看基本面吗？吹就完事了，明天2000

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Do fanatical Tesla fans still care?","themeId":"6863e88e0a1fdf424397f53dc98a71db","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d796d3647bbded28f97302155874bc1","symbols_score_info":{"TSLL":1,"TSLA":1,"TSYW.SI":0.6},"content_text":"对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和人工智能业务预计将在更加友好的运营环境中迎来爆发式增长：“我们将特斯拉的目标股价从400美元上调至515美元，因为我们相信未来四年特朗普政府将成为特斯拉和马斯克自动驾驶及人工智能领域‘游戏规则彻底改变者’，我们的牛市预期是，特斯拉2025年股价将达到650美元。”然而，德意志银行分析师Edison Yu和Winnie Dong则表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”实现年增长目标所需要的51.5万辆”——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。报告中写道：“特斯拉的交付量可能略低于预期，特斯拉需要在第四季度交付至少51.5万辆车，以实现全年交付量的轻微增长，根据截至目前的数据，实际交付量接近50万辆，而DBe/Street的预期为51万-51.1万辆。”Yu和Dong补充表示：“特斯拉第四季度的主要交付量来源来自中国，预计将接近21万辆，得益于零利率融资优惠以及Model Y的现金折扣。北美应在15万辆左右，欧洲为8.4万辆。10月和11月，中国的零售销量分别为4.05万辆和7.35万辆，截至12月15日的月度销量超过4万辆。根据车型，我们的追踪数据显示，Model 3为15.3万辆，Model Y为32.2万辆，Model S+X为1.1万辆，Cybertruck为约1.4万辆。”此前第三季度，特斯拉报告了46.289万辆交付量和46.9796万辆生产量，略微低于FactSet StreetAccount的预期。分析认为，展望新的一年，特斯拉与初创企业和传统品牌之间的电动车价格战预计将愈演愈烈，因特朗普总统计划取消7500美元的电动车税收优惠。当然，马斯克赞扬了特朗普的这一决定，因为这可能会使特斯拉的竞争对手破产。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":385644319543336,"gmtCreate":1735196320052,"gmtModify":1735196321791,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"htmlText":"亏成这样也是难为你了","listText":"亏成这样也是难为你了","text":"亏成这样也是难为你了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385644319543336","repostId":2494876218,"repostType":2,"repost":{"id":"2494876218","kind":"news","pubTimestamp":1735200277,"share":"https://www.laohu8.com/m/news/2494876218?lang=&edition=full","pubTime":"2024-12-26 16:04","market":"hk","language":"zh","title":"德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2494876218","media":"华尔街见闻","summary":"德意志银行分析师Edison Yu和Winnie Dong表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”年增长所预期的51.5万辆——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。","content":"<html><head></head><body><p>对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。</p><p>近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。</p><p>Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为<strong>特斯拉的自动驾驶和人工智能业务预计将在更加友好的运营环境中迎来爆发式增长</strong>：</p><blockquote><p>“我们将特斯拉的目标股价从400美元上调至515美元，因为我们相信未来四年特朗普政府将成为特斯拉和马斯克自动驾驶及人工智能领域‘游戏规则彻底改变者’，我们的牛市预期是，特斯拉2025年股价将达到650美元。”</p></blockquote><p>然而，<strong><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>分析师Edison Yu和Winnie Dong则表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”实现年增长目标所需要的51.5万辆”——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。</strong></p><p>报告中写道：</p><blockquote><p>“特斯拉的交付量可能略低于预期，特斯拉需要在第四季度交付至少51.5万辆车，以实现全年交付量的轻微增长，根据截至目前的数据，实际交付量接近50万辆，而DBe/Street的预期为51万-51.1万辆。”</p></blockquote><p>Yu和Dong补充表示：</p><blockquote><p>“特斯拉第四季度的主要交付量来源来自中国，预计将接近21万辆，得益于零利率融资优惠以及Model Y的现金折扣。北美应在15万辆左右，欧洲为8.4万辆。</p><p>10月和11月，中国的零售销量分别为4.05万辆和7.35万辆，截至12月15日的月度销量超过4万辆。根据车型，我们的追踪数据显示，Model 3为15.3万辆，Model Y为32.2万辆，Model S+X为1.1万辆，Cybertruck为约1.4万辆。”</p></blockquote><p>此前第三季度，特斯拉报告了46.289万辆交付量和46.9796万辆生产量，略微低于FactSet StreetAccount的预期。</p><p>分析认为，展望新的一年，特斯拉与初创企业和传统品牌之间的电动车价格战预计将愈演愈烈，因特朗普总统计划取消7500美元的电动车税收优惠。当然，马斯克赞扬了特朗普的这一决定，因为这可能会使特斯拉的竞争对手破产。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"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>德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？</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德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3737804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737804\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2ad36eb17aa88edb1573361ebc75561","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4574":"无人驾驶","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","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","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4598":"佩洛西持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4592":"伊斯兰概念"},"source_url":"https://wallstreetcn.com/articles/3737804","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494876218","content_text":"对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和人工智能业务预计将在更加友好的运营环境中迎来爆发式增长：“我们将特斯拉的目标股价从400美元上调至515美元，因为我们相信未来四年特朗普政府将成为特斯拉和马斯克自动驾驶及人工智能领域‘游戏规则彻底改变者’，我们的牛市预期是，特斯拉2025年股价将达到650美元。”然而，德意志银行分析师Edison Yu和Winnie Dong则表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”实现年增长目标所需要的51.5万辆”——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。报告中写道：“特斯拉的交付量可能略低于预期，特斯拉需要在第四季度交付至少51.5万辆车，以实现全年交付量的轻微增长，根据截至目前的数据，实际交付量接近50万辆，而DBe/Street的预期为51万-51.1万辆。”Yu和Dong补充表示：“特斯拉第四季度的主要交付量来源来自中国，预计将接近21万辆，得益于零利率融资优惠以及Model Y的现金折扣。北美应在15万辆左右，欧洲为8.4万辆。10月和11月，中国的零售销量分别为4.05万辆和7.35万辆，截至12月15日的月度销量超过4万辆。根据车型，我们的追踪数据显示，Model 3为15.3万辆，Model Y为32.2万辆，Model S+X为1.1万辆，Cybertruck为约1.4万辆。”此前第三季度，特斯拉报告了46.289万辆交付量和46.9796万辆生产量，略微低于FactSet StreetAccount的预期。分析认为，展望新的一年，特斯拉与初创企业和传统品牌之间的电动车价格战预计将愈演愈烈，因特朗普总统计划取消7500美元的电动车税收优惠。当然，马斯克赞扬了特朗普的这一决定，因为这可能会使特斯拉的竞争对手破产。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":385642959499760,"gmtCreate":1735195990457,"gmtModify":1735195993111,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"杨大逍遥","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/5c5b6ed6e3b5dcb14f9ef3ceb365e412","crmLevel":6,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"htmlText":"宗教股还看基本面吗？吹就完事了，明天2000","listText":"宗教股还看基本面吗？吹就完事了，明天2000","text":"宗教股还看基本面吗？吹就完事了，明天2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385642959499760","repostId":2494876218,"repostType":2,"repost":{"id":"2494876218","kind":"news","pubTimestamp":1735200277,"share":"https://www.laohu8.com/m/news/2494876218?lang=&edition=full","pubTime":"2024-12-26 16:04","market":"hk","language":"zh","title":"德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2494876218","media":"华尔街见闻","summary":"德意志银行分析师Edison Yu和Winnie Dong表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”年增长所预期的51.5万辆——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。","content":"<html><head></head><body><p>对于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。</p><p>近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。</p><p>Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为<strong>特斯拉的自动驾驶和人工智能业务预计将在更加友好的运营环境中迎来爆发式增长</strong>：</p><blockquote><p>“我们将特斯拉的目标股价从400美元上调至515美元，因为我们相信未来四年特朗普政府将成为特斯拉和马斯克自动驾驶及人工智能领域‘游戏规则彻底改变者’，我们的牛市预期是，特斯拉2025年股价将达到650美元。”</p></blockquote><p>然而，<strong><a href=\"https://laohu8.com/S/0H7D.UK\">德意志银行</a>分析师Edison Yu和Winnie Dong则表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”实现年增长目标所需要的51.5万辆”——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。</strong></p><p>报告中写道：</p><blockquote><p>“特斯拉的交付量可能略低于预期，特斯拉需要在第四季度交付至少51.5万辆车，以实现全年交付量的轻微增长，根据截至目前的数据，实际交付量接近50万辆，而DBe/Street的预期为51万-51.1万辆。”</p></blockquote><p>Yu和Dong补充表示：</p><blockquote><p>“特斯拉第四季度的主要交付量来源来自中国，预计将接近21万辆，得益于零利率融资优惠以及Model Y的现金折扣。北美应在15万辆左右，欧洲为8.4万辆。</p><p>10月和11月，中国的零售销量分别为4.05万辆和7.35万辆，截至12月15日的月度销量超过4万辆。根据车型，我们的追踪数据显示，Model 3为15.3万辆，Model Y为32.2万辆，Model S+X为1.1万辆，Cybertruck为约1.4万辆。”</p></blockquote><p>此前第三季度，特斯拉报告了46.289万辆交付量和46.9796万辆生产量，略微低于FactSet StreetAccount的预期。</p><p>分析认为，展望新的一年，特斯拉与初创企业和传统品牌之间的电动车价格战预计将愈演愈烈，因特朗普总统计划取消7500美元的电动车税收优惠。当然，马斯克赞扬了特朗普的这一决定，因为这可能会使特斯拉的竞争对手破产。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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德银预测四季度交付低于预期，狂热的特斯拉铁粉还在乎吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-26 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3737804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737804\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2ad36eb17aa88edb1573361ebc75561","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1435385759.SGD":"Natixis Loomis Sayles US Growth 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DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4592":"伊斯兰概念"},"source_url":"https://wallstreetcn.com/articles/3737804","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2494876218","content_text":"对于特斯拉未来走势，分析师们分歧巨大。德银预测特斯拉四季度交付低于预期，而特斯拉的“死忠粉”Wedbush则坚定看多。近日，Wedbush分析师Daniel Ives将特斯拉的目标股价从400美元上调至515美元，并重申了“跑赢大盘”的评级。Ives告诉客户，特斯拉的市值可能在2025年底前超越2万亿美元。Ives表示，特朗普第二届任期内的政策变化将带来游戏规则的彻底改变，因为特斯拉的自动驾驶和人工智能业务预计将在更加友好的运营环境中迎来爆发式增长：“我们将特斯拉的目标股价从400美元上调至515美元，因为我们相信未来四年特朗普政府将成为特斯拉和马斯克自动驾驶及人工智能领域‘游戏规则彻底改变者’，我们的牛市预期是，特斯拉2025年股价将达到650美元。”然而，德意志银行分析师Edison Yu和Winnie Dong则表示，第四季度“是特斯拉的最大交付季度”，但是“到目前为止，我们认为交付量略低于”实现年增长目标所需要的51.5万辆”——特斯拉能否在第四季度达到这一目标并实现全年增长，目前仍然存在疑问。报告中写道：“特斯拉的交付量可能略低于预期，特斯拉需要在第四季度交付至少51.5万辆车，以实现全年交付量的轻微增长，根据截至目前的数据，实际交付量接近50万辆，而DBe/Street的预期为51万-51.1万辆。”Yu和Dong补充表示：“特斯拉第四季度的主要交付量来源来自中国，预计将接近21万辆，得益于零利率融资优惠以及Model Y的现金折扣。北美应在15万辆左右，欧洲为8.4万辆。10月和11月，中国的零售销量分别为4.05万辆和7.35万辆，截至12月15日的月度销量超过4万辆。根据车型，我们的追踪数据显示，Model 3为15.3万辆，Model Y为32.2万辆，Model S+X为1.1万辆，Cybertruck为约1.4万辆。”此前第三季度，特斯拉报告了46.289万辆交付量和46.9796万辆生产量，略微低于FactSet StreetAccount的预期。分析认为，展望新的一年，特斯拉与初创企业和传统品牌之间的电动车价格战预计将愈演愈烈，因特朗普总统计划取消7500美元的电动车税收优惠。当然，马斯克赞扬了特朗普的这一决定，因为这可能会使特斯拉的竞争对手破产。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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