美银证券发表报告,恢复覆盖特斯拉,予其“买入”评级,目标价为460美元。该行预期特斯拉将迅速成为Robotaxi服务的领导者,因其扩张能力比竞争对手更具盈利性。该行估计Robotaxi约占整体估值的52%。随着特斯拉不断优化产品以实现更高水平的自主驾驶,采用率将快速提升,FSD占整体估值的19%。而汽车业务占整体估值21%,预期在电动车监管环境趋严的背景下,特斯拉仍将持续抢占市场份额。该行对特斯拉...
Source Link美银证券发表报告,恢复覆盖特斯拉,予其“买入”评级,目标价为460美元。该行预期特斯拉将迅速成为Robotaxi服务的领导者,因其扩张能力比竞争对手更具盈利性。该行估计Robotaxi约占整体估值的52%。随着特斯拉不断优化产品以实现更高水平的自主驾驶,采用率将快速提升,FSD占整体估值的19%。而汽车业务占整体估值21%,预期在电动车监管环境趋严的背景下,特斯拉仍将持续抢占市场份额。该行对特斯拉...
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