Model 3表现疲软,分析师下调特斯拉的预期股价
一位分析师表示,特斯拉(Tesla)的Model 3有麻烦了。
RBC的分析师约瑟夫·斯帕克在本周一向投资者发布了照会。据获得照会的美国全球广播公司财经频道(CNBC)报道,他在其中预测特斯拉Model 3今年的出货量为26.1万辆,较之他此前预测的26.8万辆有所下滑。不过,斯帕克补充道,RBC不会调整之前对2020年特斯拉Model 3出货34.75万辆的预测。
人们普遍认为,特斯拉的Model 3是该公司销售的重要车型之一。它的定价远低于Model S和特斯拉的其他高端车型,希望借此向大众推广品牌。仅此一项,就足以让分析师和行业观察家对该款车型的出货量保持着密切关注。
特斯拉方面坚称Model 3的出货量强劲。公司本月早些时候还推出了跨界的运动型多功能车Model Y,它的定价也较为友好。
在给投资者的照会中,斯帕克表示特斯拉今年第一季度在中国遭遇了“海关扣押”,这可能会影响出货量。他也将今年第一季度Model 3全球出货量的预期从5.7万辆下调至5.25万辆。
最后,斯帕克还把特斯拉的12个月目标股价从245美元下调至210美元。上周五,特斯拉的收盘价为264.53美元。(财富中文网) 译者:严匡正 |
Tesla is having some trouble with the Model 3, according to one analyst.
In a note to investors on Monday, RBC analyst Joseph Spak said that he now expects Tesla to ship 261,000 Model 3 cars this year, down from his previous estimate of 268,000, according to CNBC, which obtained a copy of the note. Spak added, however, that RBC will maintain its 2020 Model 3 shipment expectation of 347,500 units.
Tesla’s Model 3 is widely considered one of the more important cars the company sells. Significantly cheaper than the Model S and other higher-end Tesla cars, the Model 3 aims at bringing Tesla to the masses. That alone has prompted analysts and industry watchers to keep a close eye on how many units the company is shipping.
For its part, Tesla has maintained that Model 3 shipments are strong. The company also unveiled a crossover sport utility vehicle (SUV) earlier this month, called the Model Y, that will also target a budget-friendly price point.
In the note to investors, Spak said that Tesla dealt with a “customs issue” in China in the first quarter that might have hurt its shipment numbers. He also downgraded his Model 3 shipment forecast for the first quarter from 57,000 units shipped worldwide to 52,500 units.
Ultimately, Spak cut his 12-month price target on Tesla shares from $245 to $210. Tesla shares closed on last Friday at $264.53. |