Tesla Q1 Deliveries Preview: Analysts Cut Targets, 'Nightmare Quarter For Tesla'
Tesla Q1 Deliveries Preview: Analysts Cut Targets, 'Nightmare Quarter For Tesla'
Electric vehicle giant Tesla Inc (NASDAQ:TSLA) is expected to report first-quarter productions and delivery figures next week, which could show a sequential decline from the fourth quarter and a drop after a record-setting year.
電動汽車巨頭特斯拉公司(納斯達克股票代碼:TSLA)預計將在下週公佈第一季度的產量和交付數據,這可能顯示與第四季度相比連續下降,在創紀錄的一年之後有所下降。
Here are what analysts are expecting for Tesla in the first quarter.
以下是分析師對特斯拉在第一季度的預期。
Q1 Delivery Estimates: Citing concerns like electric vehicle demand, China and macroeconomic concerns, analysts have been cutting their first-quarter delivery estimates for Tesla.
第一季度交付估計:分析師以電動汽車需求、中國和宏觀經濟問題等擔憂爲由,一直在下調特斯拉第一季度的交付預期。
Wedbush analyst Daniel Ives recently cut his price target on Tesla from $315 to $300 and cut his estimate for first-quarter and full-year deliveries.
Wedbush分析師丹尼爾·艾夫斯最近將特斯拉的目標股價從315美元下調至300美元,並下調了對第一季度和全年交付量的估計。
"Let's call it like it is: 1Q deliveries has been a nightmare quarter for Tesla as China demand remains very soft coming out of the gates for 2024," Ives said.
艾夫斯說:“讓我們照原樣稱呼吧:第一季度的交付對特斯拉來說是一個噩夢般的季度,因爲2024年中國的需求仍然非常疲軟。”
Ives said Tesla's first-quarter delivery numbers "will not be a moment of celebration for the bulls."
艾夫斯說,特斯拉第一季度的交付量 “對多頭來說不是一個值得慶祝的時刻”。
Here are current first-quarter estimates from analysts and experts and what their previous estimates were in some cases:
以下是分析師和專家目前的第一季度估計,以及他們先前的估計,在某些情況下是怎樣的:
Ives (Wedbush): 425,000 (was 475,000)
艾夫斯(Wedbush):425,000(原價 475,000)
Gary Black (Future Fund): 425,000
加里·布萊克(未來基金):425,000
Troy Teslike (delivery tracker on social media): 484,000
Troy Teslike(社交媒體上的送貨追蹤器):484,000
Tom Narayan (RBC Capital): 446,000 (was 500,000)
湯姆·納拉揚(加拿大皇家銀行資本):44.6萬(原價50萬)
Morgan Stanley: 425,400 (was 469,400)
摩根士丹利:425,400(原爲 469,400)
Deutsche Bank: 414,000 (was 427,000)
德意志銀行:414,000(原爲 427,000)
George Gianarikas (Canaccord Genuity): 420,000 (441,000)
George Gianarikas(Canaccord Genuity):420,000(441,000)
Several of the analysts also lowered their full-year estimates for deliveries and based on the results from the first quarter, more estimate cuts are likely coming for the full-year.
幾位分析師還下調了對全年交付量的預期,根據第一季度的業績,全年可能會進一步下調預期。
Related Link: Here's How Many Vehicles Tesla Has Delivered, Produced In Each Quarter Since 2019
相關鏈接:以下是特斯拉自2019年以來每季度交付的汽車數量
Why It's Important: Tracker Teslike said that over the past three years, first-quarter deliveries have been higher than the fourth-quarter numbers, but that won't be the case this time.
爲何重要:Tracker Teslike表示,在過去三年中,第一季度的交付量一直高於第四季度的數字,但這次情況並非如此。
Tesla reported fourth-quarter deliveries of 484,507 units. Based on current estimates, the first-quarter deliveries will be significantly lower than that figure. Over the past five years, most quarters have seen sequential growth, barring major economic items or factory shutdowns.
特斯拉報告第四季度交付量爲484,507輛。根據目前的估計,第一季度的交付量將大大低於該數字。在過去的五年中,除主要經濟項目或工廠關閉外,大多數季度都實現了連續增長。
Tesla delivered 1,808,581 units in 2023, passing a company estimate of 1.8 million units. While the company believes it will continue growth in the future with an estimate of 50% compounded annual growth, some years will see lower growth amounts.
特斯拉在2023年交付了1,808581輛,超過了公司估計的180萬輛。儘管該公司認爲未來將繼續增長,複合年增長率估計爲50%,但某些年份的增長幅度將降低。
"In 2024, our vehicle growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next-generation vehicle at Gigafactory Texas," Tesla previously said.
特斯拉此前表示:“在2024年,我們的汽車增長率可能明顯低於2023年實現的增長率,因爲我們的團隊正在德克薩斯州的超級工廠推出下一代汽車。”
Tesla shares have suffered in 2024 with a year-to-date decline of 29%. A weak delivery figure from the electric vehicle company next week could send shares down further. This could lead to more analysts and experts turning bearish and likewise, offer a buying opportunity for long-term believers in the company.
特斯拉股價在2024年遭受了損失,今年迄今爲止下跌了29%。這家電動汽車公司下週疲軟的交付數據可能會使股價進一步下跌。這可能會導致更多的分析師和專家轉爲看跌,同樣也爲公司的長期信徒提供買入機會。
TSLA Price Action: Tesla shares closed at $175.79 on Thursday versus a 52-week trading range of $152.37 to $299.29.
TSLA價格走勢:特斯拉股價週四收於175.79美元,而52周的交易區間爲152.37美元至299.29美元。
譯文內容由第三人軟體翻譯。