汇丰认为,特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢,汇丰大幅下调特斯拉业绩预期,维持“减持”评级,目标价为120美元,较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅,而其计划明年量产的Robotaxi本被寄予厚望,被视为支撑其高估值的核心力量。然而,Robotaxi至今仍存在三大“硬伤”,这无疑...
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