03/30/2025, 05:34 AM UTC
特斯拉第一季度交付量可能跌破30万辆，引发重大调整Tesla's Q1 Delivery Could Dip Below 300,000, Causing A Big Correction
1. 预计特斯拉将很快公布其第一季度交付量，大多数分析师预测与去年同季度相比将出现显著下降。2. 欧洲和中国的销量显著下降，可能导致第一季度交付量低于30万辆。3. 自动驾驶的赌注风险太大，特斯拉在关键指标（如脱手后的行驶里程）上落后于Waymo。4. 特斯拉的能源部门表现良好，但到本世纪末才能达到50%的收入份额。5. 分析师对前瞻性收益和收入估计差异很大，表明当前股价存在重大风险。1. Tesla is expected to report its Q1 delivery numbers soon, with most analysts predicting a significant decline from the previous year's quarter. 2. Sales in Europe and China have significantly declined, potentially leading to Q1 deliveries below 300,000. 3. The autonomous driving bet is risky, with Tesla lagging behind Waymo in key metrics. 4. Tesla's energy segment is performing well, but it will take until the end of the decade to reach a 50% revenue share. 5. Forward earnings and revenue estimates vary greatly among analysts, indicating significant risk with the current stock price.---
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