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德意志银行:将特斯拉(TSLA.O)目标价从355美元下调至270美元 维持买入评级 美港电讯APP 12月22日讯,德意志银行分析师Emmanuel Rosner将特斯拉(TSLA.O)目标价下调至270美元,并重申买入评级。分析师将特斯拉Q4交付量预期下调至42万辆,反映部分市场宏观疲软,以及美国部分消费者为享受通胀削减法案的激励措施而将交付时间推迟至2023年Q1。同时,Rosner将毛利率预期从环比上升100个基点下调至下降30个基点,这反映出工厂成本连续改善,但很大程度上被近期降价和激励措施所抵消。这使其Q4每股收益预期从1.18美元降至1.05美元,也低于目前华尔街估计的1.25美元。特斯拉“仍处于应对当前宏观经济状况的最佳位置,利用价格来支持销量增长,并利用各种成本杠杆来保护利润率”。他下调了目标价以反映特斯拉“近期面临的挑战,而最近推特的干扰使其更加复杂”。

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