Model 3表現疲軟,分析師下調特斯拉的預期股價
一位分析師表示,特斯拉(Tesla)的Model 3有麻煩了。
RBC的分析師約瑟夫·斯帕克在本周一向投資者發布了照會。據獲得照會的美國全球廣播公司財經頻道(CNBC)報道,他在其中預測特斯拉Model 3今年的出貨量為26.1萬輛,較之他此前預測的26.8萬輛有所下滑。不過,斯帕克補充道,RBC不會調整之前對2020年特斯拉Model 3出貨34.75萬輛的預測。
人們普遍認為,特斯拉的Model 3是該公司銷售的重要車型之一。它的定價遠低于Model S和特斯拉的其他高端車型,希望借此向大眾推廣品牌。僅此一項,就足以讓分析師和行業觀察家對該款車型的出貨量保持著密切關注。
特斯拉方面堅稱Model 3的出貨量強勁。公司本月早些時候還推出了跨界的運動型多功能車Model Y,它的定價也較為友好。
在給投資者的照會中,斯帕克表示特斯拉今年第一季度在中國遭遇了“海關扣押”,這可能會影響出貨量。他也將今年第一季度Model 3全球出貨量的預期從5.7萬輛下調至5.25萬輛。
最后,斯帕克還把特斯拉的12個月目標股價從245美元下調至210美元。上周五,特斯拉的收盤價為264.53美元。(財富中文網) 譯者:嚴匡正 |
Tesla is having some trouble with the Model 3, according to one analyst.
In a note to investors on Monday, RBC analyst Joseph Spak said that he now expects Tesla to ship 261,000 Model 3 cars this year, down from his previous estimate of 268,000, according to CNBC, which obtained a copy of the note. Spak added, however, that RBC will maintain its 2020 Model 3 shipment expectation of 347,500 units.
Tesla’s Model 3 is widely considered one of the more important cars the company sells. Significantly cheaper than the Model S and other higher-end Tesla cars, the Model 3 aims at bringing Tesla to the masses. That alone has prompted analysts and industry watchers to keep a close eye on how many units the company is shipping.
For its part, Tesla has maintained that Model 3 shipments are strong. The company also unveiled a crossover sport utility vehicle (SUV) earlier this month, called the Model Y, that will also target a budget-friendly price point.
In the note to investors, Spak said that Tesla dealt with a “customs issue” in China in the first quarter that might have hurt its shipment numbers. He also downgraded his Model 3 shipment forecast for the first quarter from 57,000 units shipped worldwide to 52,500 units.
Ultimately, Spak cut his 12-month price target on Tesla shares from $245 to $210. Tesla shares closed on last Friday at $264.53. |