Tesla Q2 Deliveries: Fund Manager Predicts 4% Shortfall, Ross Gerber Calls It A 'Low But Special Number'
Tesla Q2 Deliveries: Fund Manager Predicts 4% Shortfall, Ross Gerber Calls It A 'Low But Special Number'
Tesla, Inc. (NASDAQ:TSLA) is scheduled to report its second-quarter deliveries ahead of the market open on Tuesday and as analysts finetune their expectations, a bullish fund manager chose to err on the side of caution.
特斯拉公司（納斯達克股票代碼：TSLA）計劃在週二市場開盤前公佈其第二季度的交付數據。分析師調整了其預期，一位看好的基金經理選擇謹慎處理。
What Happened: Tesla will likely report second-quarter deliveries of 420,000 units, which would mark a 10% year-over-year drop, said Future Fund Managing Partner Gary Black. The company-compiled consensus is 437,800 units and the consensus estimate compiled by Bloomberg is 439,300, the fund manager said. Black's estimate is 4.1% below the company-compiled consensus and 4.4% below the Bloomberg-compiled consensus.
發生了什麼：Future Fund 資管合夥人 Gary Black 表示，特斯拉可能會報告第二季度 42 萬輛的交付數量，這標誌着同比下降了 10%。公司編制的共識是438,000輛，而彭博社編制的共識則是439,300輛。Black的估計低於公司編制的共識的4.1％，低於彭博編制的共識的4.4％。
Black also noted that Tesla forecaster Troy Teslike's final second-quarter estimate is at 423,000 units, upwardly revised from his prior estimate of 416,000 units.
Black 還指出，特斯拉預測師 Troy Teslike 的第二季度最終估計爲 42.3 萬輛，高於其之前的估計 416,000 輛。
Commenting on the estimates, Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, said, "420 seems low but a special number." Gerber and Black are among the fund managers who have trimmed their Tesla holdings amid the stock's downturn. They have been highly critical of some management strategies, with Gerber particularly critical of CEO Elon Musk's reduced focus on his flagship electric-vehicle venture and the board's failure to its fiduciary duty.
Gerber Kawasaki 財富和投資管理公司的 CEO Ross Gerber 評論稱，“420 似乎太低，但這是一個特殊的數字。” Gerber 和 Black 是那些在特斯拉股票下跌期間減持股票的基金經理之一。他們對一些管理戰略非常批評，特別是 Gerber 對首席執行官 Elon Musk 減少關注旗艦電動汽車公司及董事會未盡其受託責任的批評。
Gerber apparently feels Black's below-consensus estimate is still a low number. His reference to 420 as a special number is due to the fact that it is a cannabis-culture-related number. Incidentally, Musk also has a fascination for the number and often references it mostly jovially in his posts on his social-media platform X.
Gerber 顯然認爲 Black 的低於共識的估計仍然很低。他將 420 視爲一個大麻文化相關的數字。值得一提的是，Musk 也對該數字有着癡迷，並在他在社交媒體平台 X 中的帖子中經常開玩笑地提到它。
Why It's Important: The second-quarter deliveries update is a key catalyst that can add further momentum to the rally Tesla shares have witnessed in recent sessions following a protracted downturn. The stock rose 6.05% on Monday before ending at $209.86, according to Benzinga Pro data.
爲什麼它很重要: 第二季度的交付數據更新是 Tesla 股票近期見證的持續下跌的關鍵驅動因素之一。根據 Benzinga Pro 數據，週一該股上漲了6.05％，收於209.86美元。
Tesla's first-quarter deliveries fell 8.5% year-over-year and over 20% sequentially to 386,810 units.
特斯拉第一季度的交付量同比下降了8.5％，環比下降了20％，爲 38.6810 萬輛。
Wedbush's Daniel Ives pins his hope on a "mini-rebound" in Tesla sales that may have occurred toward quarter-end. The analyst believes that the second-quarter softness has already been absorbed by the market. Now, investors are intensely focused on the company's trajectory in the second half of the year, particularly its progress in AI and robotics, and the upcoming Robotaxi event on Aug. 8.
Wedbush 的 Daniel Ives 把希望寄託在 Tesla 銷售的“小反彈”上，可能已在季末發生。分析師認爲市場已經吸收了第二季度的疲軟。現在，投資者密切關注公司在下半年的發展軌跡，特別是在人工智能和機器人領域的進展，以及8月8日即將到來的 Robotaxi 活動。
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