$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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iAm22
03-29

$特斯拉(TSLA)$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！

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。

整理大行对特斯拉Q1的交付数据预测

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