昨晚特拉斯发布25年Q3财报并召开业绩电话会,随后大摩和高盛都发布相关业绩点评研报,也基本上代表了两种主流市场观点:可以接受和有些失望。其中大摩发布了主题为《特斯拉第三季度业绩:普罗米修斯耸了耸肩》研报,重点强调:1.数据足够接近预期,足以让市场共识大致保持不变。2.高质量结果:尽管第三季度在某些方面未达预期,但库存水平降至仅10天的供应量,自由现金流表现强劲。3.汽车业务仅占收入的75%。随着...
Source Link昨晚特拉斯发布25年Q3财报并召开业绩电话会,随后大摩和高盛都发布相关业绩点评研报,也基本上代表了两种主流市场观点:可以接受和有些失望。其中大摩发布了主题为《特斯拉第三季度业绩:普罗米修斯耸了耸肩》研报,重点强调:1.数据足够接近预期,足以让市场共识大致保持不变。2.高质量结果:尽管第三季度在某些方面未达预期,但库存水平降至仅10天的供应量,自由现金流表现强劲。3.汽车业务仅占收入的75%。随着...
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