A股異動 | 特斯拉概念股集體下跌 分析師:缺乏低成本車發佈削弱增長前景
格隆匯1月28日丨其中中偉股份跌13%,A股崇達技術跌9%,聯創電子跌8%,中礦資源跌6%,隆基股份、福立旺、常熟汽飾、廣東鴻圖等股跌5%;港股比亞迪股份、力勁科技、億和控股跌8%,恆大汽車跌6%,耐世特、贛鋒鋰業跌5%。消息面上, 特斯拉昨夜股價一度下跌12%,最終收於829美元,這是2021年10月14日以來的新低點,市值單日蒸發1090億美元。上一次特斯拉市值單日蒸發超過1000億美元還要追溯到11月9日。 在週三的財報會議上,馬斯克説今年特斯拉不會推出新款汽車。這一消息讓許多人失望,他們原本以為特斯拉會帶來與Cybertruck、Semi卡車及未來計劃有關的好消息。Oanda Corp高級市場分析師Edward Moya表示,由於競爭對手試圖迎頭趕上,且特斯拉缺乏2萬美元左右的低成本汽車的發佈,削弱了其增長前景;巴克萊分析師Brian Johnson在一份致客户的報吿中寫道,在談到產品線時,馬斯克從蔚來的汽車(比如Roadster或2.5萬美元以下的Model 2)轉向了機器人出租車和類人機器人。儘管機器人出租車是看漲公司的關鍵部分,但他對其缺乏實體產品線感到擔憂。特斯拉首席財務官Zachary Kirkhorn警吿,近期較高的投入成本可能會影響該公司處於市場領先地位的利潤率。



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