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《大行報告》中金料特斯拉(TSLA.US)本季在內地市場仍有降價空間
阿思達克 04-24 14:40
中金發表報告指,特斯拉(TSLA.US)今年首季營收233.29億美元,按年升24.4%,按季跌4.1%;歸母淨利潤為25.1億美元,按年跌22.5%,按季跌31.8%,符合市場預期。 該行表示,特斯拉首季單車平均售價降幅尚未完全反映於當前降價,4月以來美國市場進一步降價,考慮到中國內地市場競爭格局及當前的盈利空間,中金預計次季,公司仍有較可能調降內地市場車型售價。 中金預計,公司有望保持20%以上毛利率,同時公司規劃平衡整個季度的交付節奏,降低季度末的汽車交付佔比,有助於降低單車成本。 該行表示,將特斯拉今年盈利預測上調10.3%至105億美元,維持其目標價為210美元,以及其評級為「買入」。(ca/w) ~
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