特斯拉:基本面与宏大叙事的鸿沟正在拉大

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当马斯克再次描绘特斯拉将成为“全球最有价值公司”的AI愿景之际,巴克莱认为,特斯拉的宏大AI叙事与基本面表现之间的鸿沟进一步扩大,股价与基本面的脱节程度加深。美国电动车税收抵免即将到期、关税影响扩大和监管积分销售减少将对特斯拉造成多重冲击。当AI叙事与汽车业务现实发生碰撞时,特斯拉正站在十字路口。据追风交易台消息,巴克莱最新发布的研究报告显示,特斯拉由AI和自动驾驶驱动的宏大叙事,与公司面临的短期...

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