叙事性成主要上涨动力巴克莱重申特斯拉(TSLA.US)“中性”评级

智通财经01-20

智通财经APP获悉，巴克莱发布研报，重申对特斯拉(TSLA.US)“中性”评级，并表示基本面对于这只股票而言仍然是“次要因素”。该行分析师表示，“我们认为，特斯拉 2025 年的股票表现将以叙事性为主，而基本面似乎被忽略了。”CEO马斯克曾多次强调，“特斯拉核心是一家AI公司”，他将自动驾驶与机器人列为未来发展的关键。特斯拉目前正筹备再度扩建美国得克萨斯超级工厂，拟新建一座专用设施用于其人形机器人...

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Black对此评论称，此举“极不寻常”。据他推测，特斯拉实际交付量大概率在42万辆左右。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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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叙事性成主要上涨动力 巴克莱重申特斯拉(TSLA.US)“中性”评级

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叙事性成主要上涨动力巴克莱重申特斯拉(TSLA.US)“中性”评级