摩根士丹利最新研报：_老虎社区_美港股上老虎 - 老虎社区

摩根士丹利最新研报：保持特斯拉415美元目标价不变

1. 上调特斯拉全年交付预期：158万->160万

2. Q1储能业务低于预期40%，但储能本身就存在订单波动性，预计储能业务需求仍将保持相对强劲！

3. 无安全员Robotaxi规模化，将是推动特斯拉股价上涨的核心催化剂。他们预计上半年将扩展到7个新城市

特斯拉交付数据不及预期！股价大跌，能否进场？

周四科技七巨头整体跑赢大盘，但特斯拉跌超5%，其Q1交付量不及预期，低于预期的36万+，环比下降14%。面对需求疲软、缺乏新产品、外部环境变差，以及能源业务降温的现实压力，【面对现实压力，特斯拉的未来故事还能继续讲下去吗？现在能否继续加仓？】

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