'Mojo Is Back At Tesla' Says Tech Analyst Dan Ives Ahead Of Q3 Deliveries
'Mojo Is Back At Tesla' Says Tech Analyst Dan Ives Ahead Of Q3 Deliveries
Ives highlighted recent demand growth in China, with a few record months leading up to the fourth week in September. He also noted more favorable financing terms and pent-up demand in the region, leading to China deliveries being "the star of the show this quarter."Wall Street analysts and investors eagerly await Tesla, Inc.'s(NASDAQ:TSLA) third-quarter delivery numbers expected next week. Wedbush tech analyst Dan Ives said Friday he expects the company's upcoming delivery figures to beat the Street's expectations.
華爾街分析師和投資者們迫不及待地等待特斯拉公司（納斯達克：TSLA）下週公佈的第三季度交付數據。Wedbush科技分析師丹·艾夫斯表示，他預計公司即將公佈的交付數據將超出市場預期。
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In a note titled "Expecting Solid Deliveries Next Week from Musk & Co...Mojo is Back at Tesla," Ives said he expects Tesla's third-quarter deliveries to come in above the 462,000 consensus estimate with "whisper numbers" in a range of 465,000 to 470,000.
在一份名爲《期待來自馬斯克和公司的穩健交付》的備忘錄中，艾夫斯表示他預計特斯拉第三季度的交付量將超過46.2萬的共識估計，而市場關於交付量的"悄悄話"則在46.5萬至47萬的區間。
Ives highlighted recent demand growth in China, with a few record months leading up to the fourth week in September. He also noted more favorable financing terms and pent-up demand in the region, leading to China deliveries being "the star of the show this quarter."
艾夫斯強調了中國近期需求增長，截至9月的第四周，已經連續幾個月創下記錄。他還指出，該地區更有利的融資條件和積壓的需求，導致中國成爲本季度的"科創板"。
The Wedbush analyst said he believes Tesla's price cuts are "mostly in the rearview mirror," and gross margins will start to rebound as a result. Ives pointed to the upcoming Robotaxi event on Oct. 10 as a major catalyst, with updates around Tesla's FSD (Full Self-Driving) technology and AI across the Tesla ecosystem.
Wedbush分析師表示，他認爲特斯拉的降價主要已成過去，毛利率將會隨之回升。艾夫斯指出了即將到來的10月10日的"Robotaxi"活動，將是一個重要的催化劑，屆時將更新特斯拉的FSD（全自動駕駛）技術和人工智能，覆蓋特斯拉生態系統的所有方面。
"Overall, we see positive catalysts ahead for Tesla and a compelling risk/reward stock with 'We, Robot' robotaxi event coming ahead and solid delivery momentum seen this quarter," Ives wrote.
"總的來說，我們看到特斯拉未來有積極的催化劑，股價風險回報比非常誘人，"我們,機器人'機器人出租車活動即將來臨，本季度已經展現出堅實的交付勢頭，"艾夫斯寫道。
The research firm anticipates Tesla's deliveries to hit 1.8 million in fiscal year 2024. Wedbush maintained its Outperform rating and $300 price target on Tesla stock.
該研究公司預計特斯拉在2024財年的交付量將達到180萬輛。Wedbush對特斯拉股票維持跑贏大盤的評級，並將股票目標價設定爲300美元。
TSLA Price Action: According to Benzinga Pro, Tesla shares are up 1.54% at $258.09 at the time of publication Friday.
TSLA股價表現：根據Benzinga Pro的數據，特斯拉股價在週五發佈時上漲了1.54%，報258.09美元。
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譯文內容由第三人軟體翻譯。