瑞银大胆上调特斯拉Q3交付量预测有望创下单季度历史最高水平_老虎社区_美港股上老虎

瑞银大胆上调特斯拉Q3交付量预测有望创下单季度历史最高水平

金融界2025-09-24

市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，...

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有意思嘛
·2025-09-24
某些人都亏傻了还敢出来bb
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在暴富的勺子
·2025-09-24
看着🤡着急的样子真爽
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畜牧教主马斯克
·2025-09-24
这种回光返照也上调股价，不过车企还是得靠卖车来救
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Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。多地出现销量反弹信号特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。当然，华尔街也有分析师对特斯拉十分看好。Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为人工智能领域的领导者，其股价表现可能会优于大盘。\n\n\r\n            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11:46","market":"us","language":"zh","title":"瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2569721403","media":"金融界","summary":"10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。","content":"<html><body><div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的电动汽车制造商将在本季度迎来交付高峰。</p><p>10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。</p><p>瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。</p><p>更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。</p><p>此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。</p><p>多地出现销量反弹信号</p><p>特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。</p><p>与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。</p><p>分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。</p><p>值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。</p><p>当然，华尔街也有分析师对特斯拉十分看好。</p><p>Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为<span>人工智能</span>领域的领导者，其股价表现可能会优于大盘。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/09/24114653333570.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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\"A\" (GBPHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4516":"特朗普概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"2倍做多TSLA ETF-Direxion","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569721403","content_text":"市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。多地出现销量反弹信号特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。当然，华尔街也有分析师对特斯拉十分看好。Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为人工智能领域的领导者，其股价表现可能会优于大盘。\n\n\r\n            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11:46","market":"us","language":"zh","title":"瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2569721403","media":"金融界","summary":"10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。","content":"<html><body><div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的电动汽车制造商将在本季度迎来交付高峰。</p><p>10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。</p><p>瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。</p><p>更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。</p><p>此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。</p><p>多地出现销量反弹信号</p><p>特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。</p><p>与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。</p><p>分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。</p><p>值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。</p><p>当然，华尔街也有分析师对特斯拉十分看好。</p><p>Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为<span>人工智能</span>领域的领导者，其股价表现可能会优于大盘。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/09/24114653333570.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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\"A\" (GBPHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4516":"特朗普概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"2倍做多TSLA ETF-Direxion","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569721403","content_text":"市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。多地出现销量反弹信号特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。当然，华尔街也有分析师对特斯拉十分看好。Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为人工智能领域的领导者，其股价表现可能会优于大盘。\n\n\r\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":481947849626040,"gmtCreate":1758687013836,"gmtModify":1758687019708,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":5,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"htmlText":"这种回光返照也上调股价，不过车企还是得靠卖车来救","listText":"这种回光返照也上调股价，不过车企还是得靠卖车来救","text":"这种回光返照也上调股价，不过车企还是得靠卖车来救","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481947849626040","repostId":2569721403,"repostType":2,"repost":{"id":"2569721403","kind":"highlight","pubTimestamp":1758685563,"share":"https://www.laohu8.com/m/news/2569721403?lang=zh_CN&edition=full","pubTime":"2025-09-24 11:46","market":"us","language":"zh","title":"瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平","url":"https://stock-news.laohu8.com/highlight/detail?id=2569721403","media":"金融界","summary":"10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。","content":"<html><body><div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的电动汽车制造商将在本季度迎来交付高峰。</p><p>10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。</p><p>瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。</p><p>更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。</p><p>此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。</p><p>多地出现销量反弹信号</p><p>特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。</p><p>与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。</p><p>分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。</p><p>值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。</p><p>当然，华尔街也有分析师对特斯拉十分看好。</p><p>Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为<span>人工智能</span>领域的领导者，其股价表现可能会优于大盘。</p>\n<div>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银大胆上调特斯拉Q3交付量 预测有望创下单季度历史最高水平\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 11:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2025/09/24114653333570.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B 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\"A\" (GBPHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4516":"特朗普概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"2倍做多TSLA ETF-Direxion","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC"},"source_url":"https://usstock.jrj.com.cn/2025/09/24114653333570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2569721403","content_text":"市场普遍预期，美国税收抵免在9月底到期将刺激消费者加大购买力度，特斯拉在内的电动汽车制造商将在本季度迎来交付高峰。10月初，特斯拉将公布其第三季度的汽车交付数据。出乎市场意料的是，瑞银在几乎最后的时间内大胆上调了对特斯拉的Q3交付量预期，从43.1万辆调整至47.5万辆，增加了近10%。该预测也意味着较特斯拉的上一季度交付量增长24%。瑞银指出，随着特斯拉大力推广其新车型Model Y的升级版，以及美国消费者在电动汽车税收抵免到期前希望充分利用这一政策，该公司在美国的交付量应该会非常强劲。更有甚至，瑞银乐观地认为，今年Q3特斯拉还有可能超出其预期，创下特斯拉单季度交付量的历史最高水平。此前特斯拉的单季度最佳交付数据发生在2024年第四季度，交付量超过49.5万辆。业内本来认为，除非出现异常的情况，否则特斯拉很难在今年Q3打破这一纪录。多地出现销量反弹信号特斯拉的销售近期出现好转趋势，不仅仅在美国，欧洲市场也有一定反弹。瑞银报告称，截至目前，特斯拉在欧洲的前八大市场本季度交付量环比增长了约22%。与此同时，过去12周特斯拉在中国的交付量环比增长了约33%，但仍较2024年的第三季度下降了约8%。此外，土耳其和韩国的交付量也实现了强劲增长。分析师目前普遍预期特斯拉Q3的全球交付量将达到44.6万辆，环比增长16%，同比下降4%。但除瑞银外，华尔街大型机构给出的特斯拉Q3预测均在7月下旬前作出，时间上有点滞后，因此仍有进一步更新的可能性。值得关注的是，虽然瑞银认为特斯拉的Q3表现十分亮眼，但该机构仍维持特斯拉的卖出评级，并将目标股价设定在215美元，较目前的425美元存在近50%的下行空间。当然，华尔街也有分析师对特斯拉十分看好。Baird分析师Ben Kallo指出，特斯拉的汽车销量可能在2025年再次下降，短期将持续波动。但随着特斯拉越来越被视为人工智能领域的领导者，其股价表现可能会优于大盘。\n\n\r\n            责任编辑：栎树","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":3,"repostSize":4,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}