研报掘金丨招商证券：下调特斯拉目标价至441美元，下调今明两年盈利预测

格隆汇02-11

招商证券发表研报指，特斯拉自动驾驶加速落地，另Optimus Gen 3有望本季落地，并于年底量产，料将成为公司的长期价值核心。不过，公司在汽车增长方面的可见度偏弱，第四季交货按季下滑，短期汽车业务收入与利润波动性上升，加上新车型缺乏明确指引，短期亦暂无其他新车型上市的计划，市场对汽车主业周期性修复保持观望态度。而且公司缺乏大规模现金流，市场或忧虑今年后进入烧钱模式。机器人规模化及Robotaxi...

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七风哥哥
02-11
七风哥哥
招商证券是个什么品种？？？

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3有望本季落地，并于年底量产，料将成为公司的长期价值核心。不过，公司在汽车增长方面的可见度偏弱，第四季交货按季下滑，短期汽车业务收入与利润波动性上升，加上新车型缺乏明确指引，短期亦暂无其他新车型上市的计划，市场对汽车主业周期性修复保持观望态度。而且公司缺乏大规模现金流，市场或忧虑今年后进入烧钱模式。机器人规模化及Robotaxi...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLZ":"2倍做空TSLA ETF-T-Rex","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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