特斯拉Q4交付数据与财报预测

苏州韭菜盒子

Q4交付数据预测：

中国生产：27万

美国生产：加州工厂16万+得州工厂2.5万

德国生产：2.5万

Q4交付：48万

全年交付：139.5万

Q4财报数据预测：

收入280亿美元，利润55亿美元，EPS 5美元

2022年收入851亿美元，利润147亿美元，EPS 13.63美元

考虑到宏观经济和加息因素影响，财报周收盘价格预测如下：

40倍PE对应股价：182

45倍PE对应股价：204

50倍PE对应股价：227

55倍PE对应股价：250

风险因素提示：

1.FSD beta 12月会大规模推送，所以该部分递延收益在本财年确认多少是不确定的，有可能是个大利好

2.Q4交付数据应该不会有大误差，关键是2023年的指引可能会糟糕

3.财报会议可能会确认推出新廉价车型，以应对市场需求问题，从而满足50%的增长

4.宏观环境：战争规模扩大、中国市场需求进一步放缓、加息继续发挥抑制作用

以上数据仅供个人投资记录，请谨慎参考。

顺便拉个票吧：老虎社区最受欢迎虎友评选开始啦，不要多，能到前十就行，哈哈哈。https://www.laohu8.com/post/629192797。

$特斯拉(TSLA)$

修改于：2022-12-10

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

低买高卖谁不会
2022-12-10
低买高卖谁不会
50%的增长不是很好实现
- 苏州韭菜盒子:
  宏观经济不行的话，就很难。
先救我她有对象
2022-12-10
先救我她有对象
特斯拉现在的走势不好，马斯克功不可没
- 苏州韭菜盒子:
  哈哈哈哈，没错！
田青
2022-12-12
田青
这篇文章不错！
茉莉狐
2022-12-12
茉莉狐
[财迷] [财迷] [财迷]
勇敢小飞猪
2022-12-11
勇敢小飞猪
这篇文章不错，转发给大家看
WLUN
2022-12-11
WLUN
加油

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