Tesla Analyst Says 'Business Before Pleasure' With Third Quarter Deliveries Report Ahead Of Robotaxi Day
Tesla Analyst Says 'Business Before Pleasure' With Third Quarter Deliveries Report Ahead Of Robotaxi Day
Tesla Inc (NASDAQ:TSLA) could have an exciting October to remember with third-quarter earnings, third-quarter deliveries and its Robotaxi Day.
特斯拉公司（納斯達克代碼：TSLA）可能會有一個令人激動的十月，讓人難以忘懷，包括第三季度的盈利、第三季度的交付和其無人駕駛出租車日活動。
An analyst said investors should focus on deliveries before robotaxis.
一位分析師表示，在無人駕駛出租車之前，投資者應該關注交付業務。
The Tesla Analyst: Canaccord Genuity analyst George Gianarikas has a Buy rating with a $254 price target on Tesla.
特斯拉分析師：Canaccord Genuity的分析師喬治·吉阿納裏卡斯對特斯拉給予買入評級，並給出254美元的目標價。
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閱讀更多：特斯拉專利展示了一種新的汽車組裝流程，有助於降低成本：「高效組裝車輛」。
The Analyst Takeaways: Tesla's third-quarter delivery figures will come before its Robotaxi Day and should be the current focus from investors, Gianarikas said in an investor note titled "business before pleasure."
分析師觀點：吉阿納裏卡斯在一份名爲「求業務，不求樂趣」的投資者報告中表示，特斯拉的第三季度交付數據將在無人駕駛出租車活動之前公佈，應該是投資者當前的關注點。
"Robotaxi. It's going to be a big day — bigger than the Catalina wine mixer. But before that, we have some business to attend to — the 3Q24 delivery announcement," Gianarikas said.
吉阿納裏卡斯表示：「無人駕駛出租車。這將是一個重要的日子-比卡塔利娜紅酒混合器更大。但在此之前，我們還有一些業務要處理-第3季度24交付公告。」
The analyst is lowering third-quarter delivery estimates after looking at global data.
分析師在查看全球數據後，下調了第三季度交付預期。
"Despite modestly adjusting our delivery projections downward, Tesla's performance has remained relatively healthy."
吉阿納裏卡斯表示：「儘管我們適度地調整了交付預測，但特斯拉的表現仍然相對良好。」
Tesla's margins could also be lower in the third quarter with the company using "aggressive packages" to help with demand, the analyst added.
分析師補充說，特斯拉在第三季度的利潤率可能會更低，因爲該公司採用"激進的套餐"來幫助滿足需求。
Gianarikas' third-quarter delivery estimate is 469,200. That's down from a previous estimate of 480,000. The analyst's estimate is higher than a consensus estimate of 458,000 deliveries in the quarter, according to the report.
Gianarikas對第三季度的交付量估計爲469,200輛車，低於之前的估計值480,000輛車。根據報告，分析師的估計高於第三季度交付458,000輛車的共識估計。
"We see the continued momentum in China and attractive financing options being offered around the world as key drivers to our estimates," he added.
他補充說:"我們認爲中國的持續發展勢頭和全球範圍內提供的有吸引力的融資選擇是我們估計的關鍵驅動力。"
The analyst is leaving fourth-quarter delivery estimates of 552,000 vehicles in place until the third-quarter results are announced. "Two factors drive this forecast, he says. First, since 2019, Tesla has averaged a "20.4% q/q gain between 3Q and 4Q." Second, new vehicles could launch by the end of the year.
分析師在第三季度公佈結果之前，暫時保持第四季度交付量的估計爲552,000輛車。他說:"這個預測有兩個因素。首先，自2019年以來，特斯拉在第三季度和第四季度之間的季環比增長率平均爲20.4%。其次，新車可能在年底推出。"
For the full year, the analyst sees Tesla delivering 1.85 million vehicles, down from a previous estimate of 1.86 million.
對於整個年度，分析師預計特斯拉交付185萬輛車，低於之前的估計186萬輛車。
For the third-quarter financial results, the analyst lowers non-GAAP earnings per share estimates from 98 cents to 75 cents per share.
對於第三季度的財務結果，分析師將非通用會計準則下的每股收益預計從98美分降至75美分。
What's Next: Tesla reported second-quarter deliveries on July 2 and first-quarter on deliveries on April 2, putting third-quarter figures on pace for October 2.
接下來的動向：特斯拉於7月2日公佈了第二季度的交付量，於4月2日公佈了第一季度的交付量，將第三季度的數據推入10月2日。
The company expects to report third-quarter financial results in October, likely after the Robotaxi Day on Oct. 11. This all sets up for a huge October for the electric vehicle giant.
該公司預計將於10月在機器出租車日之後公佈第三季度的財務結果。這爲這家電動汽車巨頭帶來了一個重要的10月。
TSLA Price Action: Tesla stock trades at $228.97 versus a 52-week trading range of $138.80 to $278.98. Tesla stock is down 8% year-to-date in 2024.
特斯拉股票價格動態：特斯拉股票交易價格爲228.97美元，而52周交易區間爲138.80美元至278.98美元。特斯拉股票在2024年至今下跌了8%。
- Tesla Q2 Earnings Highlights: Revenue Beat, EPS Miss, Robotaxi Update, 2024 Growth Rate To Be 'Notably Lower' Than 2023
- 特斯拉第二季度收入超過預期，每股收益低於預期，機器出租車更新，2024年增長率將明顯低於2023年。
譯文內容由第三人軟體翻譯。