特斯拉大势已去！

美股研究社04-19

特斯拉决定取消开发Model 2车型？来源 | 美股投资网本月初，据路透社报道，特斯拉决定取消开发Model 2车型。尽管马斯克随后对此进行了否认，但此消息已经引发了卖方分析师的广泛关注。特别是德意志银行的分析师Emmanuel Rosner，在今日周四的一份研究报告中，Rosner对特斯拉的投资前景进行了重新评估。他将特斯拉的股票评级从“买入”下调至“持有”，并将目标股价从189美元降低至123...

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Rosner，在今日周四的一份研究报告中，Rosner对特斯拉的投资前景进行了重新评估。他将特斯拉的股票评级从“买入”下调至“持有”，并将目标股价从189美元降低至123...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041919504587959a41&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":"LU1551013425.SGD","symbol_name":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041919504587959a41&s=b","article_id":"2428653743","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024041919504587959a41&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, 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gone!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"特斯拉决定取消开发Model 2车型？来源 | 美股投资网本月初，据路透社报道，特斯拉决定取消开发Model 2车型。尽管马斯克随后对此进行了否认，但此消息已经引发了卖方分析师的广泛关注。特别是德意志银行的分析师Emmanuel Rosner，在今日周四的一份研究报告中，Rosner对特斯拉的投资前景进行了重新评估。他将特斯拉的股票评级从“买入”下调至“持有”，并将目标股价从189美元降低至123美元，预示着与当前水平相比有近19%的下跌空间。Rosner指出，如果特斯拉推迟Model 2的推出，将对2026年及以后的估值产生重大盈利和自由现金流压力，并将公司的未来与特斯拉在全自动无人驾驶技术上的突破紧密相连，这代表着一个巨大的技术、监管和运营挑战。Rosner进一步将特斯拉2027年的每股收益预测从原先的4.25美元下调至2.40美元。他警告称，如果特斯拉完全放弃低成本车型的开发，公司的盈利能力可能会进一步下滑。此外推迟Model 2的努力将导致特斯拉在可预见的未来内缺乏新的消费者产品线，这将继续对其销量和定价造成下行压力，因此需要进一步下调2026年以后的盈利预测。特斯拉股价周四再跌3.55%，年初至今已累计下滑超40%。特斯拉目前面对的挑战可以从三个关键方面来详细分析：盈利能力的下滑与股东基础的变化特斯拉的盈利能力正在下降，这已经是一个明显的趋势。此外，公司的战略转向，即从传统电动车制造转向机器人出租车业务，可能导致其股东基础发生根本性变化。德意志银行的分析师Emmanuel Rosner对此表示深刻的担忧。他指出，这种转型将彻底改变投资者的关注焦点，那些过去专注于特斯拉电动车销量和成本优势的投资者可能会选择离场，最终被具有更长远视角的AI/科技投资者所取代。Rosner警告称，特斯拉的股票可能会经历一个痛苦的所有权基础转变过程。财报预期与市场反应巴克莱银行的分析师Dan Levy对特斯拉的短期前景持悲观态度，并将特斯拉的目标股价下调了20%。他预计，公司即将公布的第一季度财报将作为一个负面催化剂，显示出特斯拉面临的短期基本面挑战与长期投资论点的转变。Levy特别提到，如果特斯拉确实放弃低成本的Model 2车型，这将是一个明显的负面因素，对公司未来的股票估值造成不利影响。这种决策可能导致公司未来的发展道路充满巨大不确定性，公司的成功将取决于能否成功实施这一高风险的转型策略。对未来战略的长期影响尽管Wedbush的分析师艾夫斯长期以来对特斯拉持乐观态度，但他也对特斯拉可能放弃Model 2车型表示担忧。艾夫斯认为，若特斯拉把机器人出租车作为Model 2的替代策略，这种转变可能会在公司利润率下降以及自2020年以来首次出现年销售额下滑的背景下，对特斯拉的长期发展构成重大挑战。这反映了特斯拉在未来可能面临的二元化结果，即在采纳新技术和市场接受度之间找到平衡。关注下面公众号和我一起探索港股市场的所有秘密","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"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; 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特斯拉 大势已去！

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特斯拉大势已去！