10/07/2024, 04:18 PM UTC
特斯拉三季度交付未达预期，我对自动驾驶出租车炒作保持冷静Tesla: After Missing Q3 Deliveries, I Remain Unfazed By The Robotaxi Hype
1. 特斯拉2024财年第三季度交付量未达预期，预示着第三季度收益可能不佳，并对收入和每股收益的预期造成压力。2. 尽管自动驾驶出租车事件备受期待，但股价的近期上涨可能导致事件后出现‘卖消息’的反应。3. 由于货币化、竞争、FSD技术的可靠性和监管障碍等挑战，自动驾驶出租车不太可能显著提升长期增长。4. 尽管中国的刺激措施可能提振第四季度及以后的交付量，但特斯拉面临来自国内电动汽车制造商如比亚迪的日益增长的竞争。5. 股票的当前估值反映了基于埃隆·马斯克雄心勃勃承诺的乐观长期增长前景。1. Tesla's 3Q FY2024 deliveries missed expectations, signaling potential muted 3Q earnings and adding pressure on revenue and EPS estimates. 2. Despite the optimism surrounding the Robotaxi event, the stock's recent rally could result in a 'sell the news' reaction after the event. 3. Robotaxi is unlikely to significantly boost long-term growth due to challenges like monetization, competition, and regulatory hurdles. 4. China's stimulus could boost 4Q deliveries, but TSLA faces growing competition from domestic Chinese EV makers. 5. The stock's current valuation reflects an optimistic long-term growth outlook based on Elon Musk's ambitious promises.
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