大摩:下调特斯拉目标价至410美元,下调首季及全年销量预测

老虎资讯综合
21 Mar

摩根士丹利下调特斯拉首季销量预测,由41.5万辆降至35.1万辆,即按年跌9.3%;全年销量预测由192.4万辆降至161.5万辆,即按年跌9.8%。

该行亦下调公司今年收入预测,由1051亿美元降至945亿美元,几乎完全由核心汽车收入减少所驱动;明年收入预测亦由1248亿美元降至1134亿美元。现财年不含税收抵免汽车毛利率预测由15.9%降至14.4%,主要由销量减少、关税及通胀所推动,部分被价格、产品组合及新车上市成本影响减少抵消;明年该毛利率预测亦由16.2%下调至15%。今明两年每股盈利预测分别由2.7及3.5美元,下调至2.18及3.05美元。

该行维持对特斯拉“增持”评级并续列为首选股,目标价由430美元降至410美元。该行认为,特斯拉疲软的汽车交付量,表明公司正从纯粹汽车制造商转型为人工智能和机器人领域的高度多元参与者。

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