分析師:特斯拉(TSLA.US)會不惜一切去增加產量
格隆匯3月28日丨CFRA分析師Garrett Nelson在1月份將特斯拉評級由“持有”上調至“買入”。他認為特斯拉的增長實際上是由公司特定的因素推動的:電動汽車的增長,以及兩家新工廠的啟動,並相信該汽車製造商的目標是可以實現的。Nelson説,特斯拉的策略是不惜一切去增加產量。公司的目標是將汽車年銷量由2020年的約50萬輛增加到2030年的2000萬輛。因此需要實現40倍的增長,就不得不透過建設新工廠來真正加速增長。德克薩斯州和德國的工廠,基本上是將其工廠的數量由兩家增加到四家。Nelson相信公司正在尋找世界各地的其他工廠。他還稱,特斯拉已經非常擅長管理投資者的期望。這就是為什麼該公司在過去10個季度中有9個季度的盈利超出預期。
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