何惑金
2022-12-31
来自24家卖方机构的特斯拉销量预测,这几家机构还是比较大的。
-22Q4的预期consensus是41.7万,这个数据比之前下降了不少,也是可能更贴合最近销量疲软的实际的。
-23年预期184万,约40%增速,感觉也比较靠谱。
-24-26年226万/260万/280万,只给了23%/15%/8%增速,纳尼?苹果收入去年底还有20%多的增速,特斯拉这么快就熟了?熊市下果然大家非常risk averse。
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