大行评级|高盛:重申特斯拉“中性”评级 提醒投资者不应对Robotaxi过度乐观

格隆汇
25 Jun

高盛分析师Delaney发表报告,重申对特斯拉的“中性”评级,并维持12个月目标价285美元,提醒投资者不应对无人驾驶出租车Robotaxi过度乐观。他指出,Robotaxi首日试营运已出现导航与行车问题,加上车内仍需员工陪同,显示短期内服务难以大规模扩展;加上特斯拉美股目前估值已部分反映自动驾驶的潜在盈利,同时中国市场竞争激烈,或进一步压缩其利润空间。

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