《大行》招商证券降特斯拉(TSLA.US)目标价至441美元 维持“中性”评级

阿斯达克财经
Feb 11

招商证券发表研究报告指,近日SpaceX以2,500亿美元收购xAI,而此前特斯拉(TSLA.US)  已宣布对xAI投资20亿美元。特斯拉指引2026年资本开支将超过200亿美元,显著高于市场先前预期,主要投向自动驾驶训练算力、Robotaxi产能、人形机器人产线及能源与电池全产业链布局。招商证券提到,特斯拉自动驾驶加速落地,另Optimus Gen 3有望本季落地,并于年底量产,料将成为公司的...

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