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大行评级|瑞银:对特斯拉目标价为147美元 下调次季交付量至42万辆

UBS Group: Tesla's target price is $147, and the second-quarter delivery volume is lowered to 420,000 vehicles.

Gelonghui Finance ·  Jun 26 17:21
GLONGHUI, June 26 | According to a UBS research report, Tesla's delivery volume for the second quarter of fiscal year 2024 was lowered to 420,000 vehicles, down 10% from year to year, up 9% from quarter to quarter, 5.5% lower than the market forecast of 445,000 vehicles. Based on the bank's conversations with investors, the other party's expectations also fell within the upper limit of about 410,000 vehicles to 425,000 vehicles. The bank will re-examine its assessment after the company announces its second-quarter results. According to the bank, the market is looking forward to the company's launch of Robotaxi on August 8. It believes that Tesla has made good progress in the technological development of Robotaxi and Optimus, but believes that its impact on the company's performance will be reflected later, from 2025 to 2026. UBS's target price for the company is $147, maintaining a “neutral” rating.

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