Tesla Q3 Earnings Preview: Analyst Says 1.8 Million Unit Estimate 'Hittable' For 2024, '2 Million+ Number The Focus For 2025'
Tesla Q3 Earnings Preview: Analyst Says 1.8 Million Unit Estimate 'Hittable' For 2024, '2 Million+ Number The Focus For 2025'
Electric vehicle giant Tesla Inc (NASDAQ:TSLA) could share more details on demand and a strategy for the upcoming Cybercab when the company reports third-quarter financial results after market close Wednesday.
電動汽車巨頭特斯拉公司（納斯達克股票代碼：TSLA）可能會在週三收盤後發佈第三季度業績時分享更多關於需求和即將推出的Cybercab的策略。
The Tesla Analyst: Wedbush analyst Daniel Ives reiterated an Outperform rating on Tesla with a $300 price target.
特斯拉分析師：Wedbush分析師丹尼爾·艾夫斯重申了對特斯拉的超越評級，並設定了300美元的目標價。
Read Also: How Many EVs Has Tesla Delivered, Produced Each Quarter? A Look At The Results Since 2019
閱讀更多：特斯拉自2019年以來每個季度交付了多少電動汽車，生產了多少？看看結果
The Analyst Takeaways: Ives said Tesla CEO Elon Musk will likely address the electric vehicle demand environment for the fourth quarter and 2025 when the company reports financial results Wednesday.
分析師看法：艾夫斯表示，特斯拉首席執行官埃隆·馬斯克可能會在公司週三發佈業績時討論第四季度和2025年的電動汽車需求環境。
"While many investors left the Robotaxi Day clearly wanting more details on the broader autonomous and AI strategy at Tesla, we would expect Musk to address some of the timing/specifics around its FSD and Cybercab strategy on the conference call," Ives said.
「儘管許多投資者在機器出租車日活動中明顯希望獲得有關特斯拉更廣泛的自主駕駛和人工智能策略的更多細節，但我們預計馬斯克將在電話會議上談及其FSD和Cybercab策略的一些時間/具體細節，」艾夫斯表示。
Tesla investors and analysts didn't hear updates on Tesla's sub-$30k vehicle during the Robotaxi Day event and Ives believes this vehicle, which he expects to be released in mid-2025, could be highlighted on this week's earnings call.
特斯拉投資者和分析師在機器出租車日活動期間沒有聽到有關特斯拉低於3萬美元的車輛的更新，而艾夫斯認爲這款車型預計將於2025年中期發佈，並可能在本週的收益電話會議上受到關注。
"Overall we expect generally in-line 3Q headline numbers with some slight upside likely on the margins front showing a bottoming on this key metric."
「總體而言，我們預計第三季度主要數據基本符合預期，利潤率可能略有上升，顯示出這一關鍵指標的觸底。」
Ives said the 1.8 million unit estimate for 2024 "remains hittable" after the September quarterly delivery report saw figures in-line with estimates. Going forward, Ives said, "2 million+ number the focus for 2025."
艾夫斯表示，對於2024年的180萬輛估計「依然可實現」，因爲9月份的季度交付報告數據與預估一致。未來，艾夫斯表示，「2025年重點將放在超過200萬輛的數字上。」
"We remain confident in Tesla's ability to hit 1.8 million deliveries for FY24 which we will view as a solid feat given the extensive white-knuckle moments seen throughout the first half of the year."
我們對特斯拉有能力在2024財年實現180萬交付的信心，我們將視其爲一個實質性的成就，儘管在上半年看到了許多驚心動魄的時刻。
The analyst also said margins will be a key focus for analysts.
分析師還表示，利潤率將是分析師關注的重點。
"We need to start seeing this key metric head into the high teens for 3Q/4Q to give the Street comfort much of the price cuts are in the rear-view mirror showing better margin days are ahead for 2025."
我們需要開始看到這個關鍵指標走向第三季度/第四季度的高青春期，以給予市場足夠的安慰，許多價格削減已在視線之內，顯示2025年將有更好的利潤率增長。
Ives said strength in China and the evolving AI strategy could be other items to watch for the "bullish Tesla narrative."
艾維斯表示，中國市場的實力和不斷髮展的人工智能戰略可能是觀察「看好特斯拉故事」的其他要素。
TSLA Price Action: Tesla stock is down 1.52% to $217.36 on Monday versus a 52-week trading range of $138.80 to $271. Tesla stock is down 12% year-to-date in 2024.
TSLA股價走勢：特斯拉股價週一下跌1.52%，報217.36美元，而52周交易區間爲138.80美元至271美元。 特斯拉股價在2024年迄今下跌了12%。
- Tesla Robotaxi Day Event 'More Fanfare Than Substance': 8 Analysts On Cybercab, Optimus, Autonomous Vehicle Vision
- 特斯拉機器人出租車日活動'更注重形式勝於實質'：8位分析師談及賽博出租車、奧普蒂瑪斯、自動駕駛車輛願景
Photo: Courtesy Tesla
圖片：特斯拉提供
譯文內容由第三人軟體翻譯。
