大行评级|里昂:上调特斯拉目标价至400美元,评级升至“持有”

格隆汇
Yesterday
里昂发表报告指,特斯拉2026年第三季经营溢利同比跌56%至7.18亿美元,低于该行预期的9.66亿美元,但高于市场预期的5.99亿美元。管理层未就潜在SpaceX合并回答问题,讨论主要集中于robotaxi、Optimus及Terafab等项目。该行认为,特斯拉已由清洁能源公司转向人工智能驱动,与SpaceX相近,合并具逻辑,该行相信合并将会发生,且市场对合并的情绪盖过长线风险忧虑。该行将特斯拉的目标价由310美元上调至400美元,评级由“跑输大市”上调至“持有”。

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