中金发表报告指,特斯拉(Tesla)首季业绩低于市场预期,然而,行政总裁马斯克计划加大对特斯拉时间投入、维持新车周期指引,以及人工智能(AI)业务进展积极,明年下半年有望贡献业绩增长,维持目标价300美元及评级“跑赢行业”不变。中金指,马斯克计划在5月份很大程度上从政府效率部的角色中抽身,将更多精力投入公司治理,认为这有望减少投资者对于马斯克在特斯拉上投入精力过少的担忧。另外,维持低价车型于今年...
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