整理大行对特斯拉Q1的交付数据预测

$特斯拉(TSLA)$ 预计将于美东时间4月2日（周二）发布第一季度的交付数据。此前，市场一致预期46.8-47.9万，环比略有下降，但同比仍保持增长。近期投行纷纷下调Q1的交付预测至42.5-44万区间。

2023年Q4交付数据为49.5万，2023年Q1的交付数据则44.1万。这意味着最新预测数据同比环比都会下降。

特斯拉股价近期有所反弹，但Q1交付数据将成为分水岭，决定股价是去150区间还是重返200，整理了一下近期主要机构对交付数据的最新预期，和之前的对比。

其中，Morgan stanley 和Goldman sachs 给出了最新的交付数据是42.55万和43.5万。

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

iAm22
03-29
iAm22
$特斯拉(TSLA)$二季度会更难和尴尬！因为这次在中国会被频繁调价的策略会让其在四月被动，预期两周左右会降价！
Bensen
03-28
Bensen
挺好，说明特斯拉成功管理了这些机构的预期。希望特斯拉自己能保持平稳
天空使者
03-28
天空使者
是的，特斯拉就是这么牛，能让机构下调预期
小米死多头
03-28
小米死多头
居然全部下调了[惊讶][惊讶][惊讶]
年年有于姨
03-28
年年有于姨
已阅

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