特斯拉提前给Q1交付“划线”,卖方预计约36.6万辆,下周迎成绩单

华尔街见闻
9 hours ago

特斯拉公布汇总23家卖方机构预测的一季度交付量共识预期,并非公司指引。分析师预计的当季交付量同比增长8%,环比下降24%。在正式披露季度交付数据前,特斯拉罕见发布自行汇总的华尔街一致预期,为市场“定锚”。当地时间周四,特斯拉官方网站发布题为“一季度交付量共识预期”的公告,汇总23家卖方机构模型测算结果,给出了市场当前的“共识答案”。根据公告,卖方分析师普遍预计,特斯拉2026年第一季度交付...

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