{"id":2122,"date":"2024-10-01T02:15:19","date_gmt":"2024-09-30T18:15:19","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=2122"},"modified":"2024-10-01T02:15:19","modified_gmt":"2024-09-30T18:15:19","slug":"%e7%89%b9%e6%96%af%e6%8b%89%e5%9c%a8%e5%8d%8e%e4%b8%9a%e7%bb%a9%e5%90%91%e5%a5%bd%e6%8f%90%e6%8c%af%e5%b8%82%e5%9c%ba%e9%a2%84%e6%9c%9f","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=2122","title":{"rendered":"\u7279\u65af\u62c9\u5728\u534e\u4e1a\u7ee9\u5411\u597d\u63d0\u632f\u5e02\u573a\u9884\u671f"},"content":{"rendered":"

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\u7279\u65af\u62c9CEO\u65f6\u5e38\u6307\u51fa\uff0c\u9ad8\u501f\u8d37\u6210\u672c\u4f1a\u6291\u5236\u5927\u578b\u5546\u54c1\u5982\u6c7d\u8f66\u7684\u8d2d\u4e70\u9700\u6c42\uff0c\u8fd9\u662f\u5bfc\u81f4\u9500\u91cf\u75b2\u8f6f\u7684\u4e3b\u8981\u56e0\u7d20\u4e4b\u4e00\u3002\u56e0\u6b64\uff0c\u5728\u7f8e\u8054\u50a8\u5f00\u542f\u964d\u606f\u5468\u671f\u548c\u4e2d\u56fd\u5b9e\u65bd\u63d0\u632f\u7ecf\u6d4e\u589e\u957f\u653f\u7b56\u7684\u80cc\u666f\u4e0b\uff0c\u7279\u65af\u62c9\u53ef\u80fd\u5c06\u83b7\u5f97\u5de8\u5927\u6536\u76ca\u3002<\/p>\n

\u201c\u5728\u4e2d\u56fd\u5e02\u573a\uff0c\u7b2c\u4e09\u5b63\u5ea6\u9884\u8ba1\u5c06\u662f\u7279\u65af\u62c9\u8868\u73b0\u6700\u597d\u7684\u4e00\u4e2a\u5b63\u5ea6\uff0c\u5c3d\u7ba1\u6b27\u6d32\u9500\u552e\u8f83\u5f31\uff0c\u4f46Cybertruck\u4ea4\u4ed8\u91cf\u652f\u6491\u4e86\u7f8e\u56fd\u5e02\u573a\u9700\u6c42\u3002\u201dPiper Sandler\u5206\u6790\u5e08\u5bf9\u6b64\u8bc4\u8bba\u9053\u3002\u8be5\u5206\u6790\u5e08\u9884\u4f30\u4ea4\u4ed8\u91cf\u7ea6\u4e3a45.9\u4e07\u8f86\u6c7d\u8f66\u3002<\/p>\n

RBC Capital Markets\u7684\u5206\u6790\u5e08\u9884\u8ba1\u5c06\u4e3a\u7ea646\u4e07\u8f86\u5355\u4f4d\uff0c\u8f83\u4e4b\u524d\u4f30\u8ba1\u768445.4\u4e07\u8f86\u6709\u6240\u589e\u52a0\uff0c\u800cBaird\u7684\u9884\u6d4b\u5219\u9ad8\u8fbe48\u4e07\u8f86\u3002UBS\u5206\u6790\u5e08\u5219\u8ba4\u4e3a\u6570\u91cf\u5927\u7ea6\u4e3a47\u4e07\u8f86\u3002\u534e\u5c14\u8857\u5206\u6790\u5e08\u6574\u4f53\u9884\u8ba1\u5e73\u5747\u4ea4\u4ed8\u91cf\u7ea6\u4e3a46.2\u4e07\u8f86\u3002<\/p>\n

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\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>Tesla's (TSLA) Potential 'Best Quarter' in China Raises Expectations<\/a>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-25
\u539f\u6587\u6458\u8981\uff1a<\/b><\/font><\/p>\n

With possibly looking at its \u201c\u201d in China, Wall Street pros are rushing to increase their outlooks for the electric-vehicle maker\u2019s quarterly sales.At least four analysts have boosted their estimates for Tesla\u2019s third-quarter delivery numbers, which are due next week. All point to signs that sales are starting to pick up in China, a key area for Tesla and a major market for electric cars globally.\u201cThis China strength comes at a very opportune time for Tesla, helping to offset ongoing weakness in the US and Europe,\u201d said , who follows the company for Barclays. Levy now expects deliveries of about 470,000 vehicles in the three months ending in September, up from 462,000 previously.A healthy delivery figure next week would go a long way in allaying fears about weakening demand amid an industry-wide slowdown and the emergence of competitively priced rivals. Though Tesla investors are mainly focused on the so-called Robotaxi event on Oct. 10, when the EV maker unveils its highly anticipated self-driving technology, doubts about its core business can still weigh on the stock price.      \u201cA beat could drive further strength in the stock into Robotaxi Day, serving as a reminder that at least for now concerns on fundamentals have dissipated,\u201d Levy said.Tesla shares have swung wildly for most of this year and are up just 2% so far, largely sitting out the strong rally that has driven the S&P 500 Index more than 20% over the same time. But they have staged a sharp recovery since early August, climbing about 33%, as investors grow more confident about the economy and the Federal Reserve\u2019s plan to start lowering interest rates. Tesla\u2019s Chief Executive Officer regularly points to high borrowing costs, which can dampen the demand for big-ticket purchases like cars, as a key contributor to weaker sales. As such, the Fed embarking on an easing cycle, along with the news of a big drive in China to revive its economy, are a potential bonanza for Tesla. \u201cIn China, third-quarter seems likely to be Tesla\u2019s best quarter ever, and although sales in Europe are weak, Cybertruck deliveries are supporting demand in the United States,\u201d said Piper Sandler analyst . The analyst expects deliveries for the period to be around 459,000 vehicles.RBC Capital Markets\u2019  expects it to be around 460,000 units, up from 454,000 prior, while Baird\u2019s  models 480,000. UBS analyst  expects the number to be about 470,000. Wall Street is estimating average deliveries of about 462,000 units, according to data compiled by Bloomberg. Still, most analysts note that investors once the EV sales figures are digested, many investors may quickly look beyond them to the key Robotaxi event.\u201cThe near-term setup for Tesla is attractive in our view as we see deliveries tracking towards meeting or exceeding current consensus,\u201d Baird\u2019s Kallo said. But with the Robotaxi unveil scheduled shortly afterward \u201ceven an in-line or weaker deliveries number would be viewed by investors as a look through with a significant potential catalyst coming soon after.\u201d   <\/pre>\n
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