<p>特斯拉在其汽车业务经历了一个极为成功的季度后，获得了价格目标上调，该公司报告了第二季度交付量超出预期超过 15%。</p>
<p>杰富瑞分析师将特斯拉（NASDAQ: TSLA）的价格目标从 375 美元上调至 400 美元，同时维持对其股票的 “持有” 评级，而第二季度强劲的汽车交付量是一个重要原因。然而，杰富瑞认为还有其他一些催化剂使特斯拉在下半年处于强势地位。</p>
<h4>强劲的交付量</h4>
<p>特斯拉报告第二季度交付量为 48 万辆，而华尔街的整体共识在 39.5 万到 40.5 万之间。从交付的角度来看，这是一个极为强劲的季度，特斯拉在这三个月内的销售量远超生产量。</p>
<blockquote>
<p>特斯拉大幅超出华尔街预期，交付量超出预估超过 15%。</p>
</blockquote>
<p>虽然车辆交付量不再像以前那样受到关注，但特斯拉仍然保持着许多优势以维持强劲的交付量。尽管去年失去了 7500 美元的电动车税收抵免，特斯拉的电动车仍然保持着强劲的需求。</p>
<h4>机器人出租车的表现</h4>
<p>特斯拉的机器人出租车项目已经运营超过一年，自 2025 年中在奥斯汀启动以来，该项目已扩展到休斯顿、达拉斯、旧金山湾区，以及最近在佛罗里达州迈阿密首次亮相。</p>
<p>尽管机器人出租车项目仍处于早期阶段，特斯拉正在解决车队规模和等待时间等问题，但该公司已经能够在价格上击败竞争对手，并且拥有良好的安全记录。</p>
<h4>特斯拉与 SpaceX 的合并猜测</h4>
<p>这可能是许多人谈论特斯拉和 SpaceX 时最大的议题，也是每位投资者心中所想的事情。</p>
<p>杰富瑞警告称，关于特斯拉与 SpaceX 合并的讨论可能导致特斯拉股票更像是 SpaceX 的代理，这可能使其与基础汽车业务的基本面脱节。SpaceX 最近广泛宣传的计算交易使其具备了很多优势。</p>
<h4>新项目的盈利能力可能需要一些时间</h4>
<p>特斯拉有几个长期项目在筹备中，最显著的是 Optimus 项目和机器人出租车，后者已经启动，但需要几年时间才能扩展到与日常生活相关的有意义的水平。</p>
<p>投资者需要对此保持谨慎。特斯拉的项目可能需要一些时间才能完善，因此杰富瑞建议这些项目可能会带来初期亏损，而不是立即盈利。经验丰富的特斯拉投资者早已对此有所预期；他们知道这不是一个简单明了的策略，而是需要时间。</p>
<p>这些新项目也不例外。</p>
<p>这篇文章的标题为《特斯拉在汽车业务极为成功的季度后获得价格目标上调》，首次发布在 TESLARATI 上。</p>

1.25 倍做多特斯拉 ETF - GraniteShares

特斯拉

SPCX

<p>杰富瑞将特斯拉的目标股价从 375 美元上调至 400 美元，维持 “持有” 评级，原因是第二季度汽车交付量超出预期超过 15%。尽管强劲的交付数字支持了这一升级，但分析师警告称，关于特斯拉与 SpaceX 合并的潜在猜测可能导致股价波动，与汽车基本面脱节。此外，像 Robotaxi 和 Optimus 这样的新业务预计在实现盈利之前会产生初期亏损</p>

<p>Tesla received a price target upgrade just on the heels of what was a crazy successful quarter for its automotive business, as the company reported a delivery beat of over 15 percent for Q2.</p>
<div class="lb-trans"><p>特斯拉在其汽车业务经历了一个极为成功的季度后，获得了价格目标上调，该公司报告了第二季度交付量超出预期超过 15%。</p>
</div><p>Jefferies analysts are upping Tesla’s price target (NASDAQ: TSLA) to $400 from $375, while maintaining their “Hold” rating on shares, and the strong automotive deliveries from Q2 is a big reason. However, there are some other catalysts that Jefferies believes position Tesla for a strong position in the second half of the year.</p>
<div class="lb-trans"><p>杰富瑞分析师将特斯拉（NASDAQ: TSLA）的价格目标从 375 美元上调至 400 美元，同时维持对其股票的 “持有” 评级，而第二季度强劲的汽车交付量是一个重要原因。然而，杰富瑞认为还有其他一些催化剂使特斯拉在下半年处于强势地位。</p>
</div><h4>Strong Deliveries</h4>
<div class="lb-trans"><h4>强劲的交付量</h4>
</div><p>Tesla reported 480,000 deliveries for Q2, while Wall Street was between 395,000 and 405,000, as an overall consensus. It was an incredibly strong quarter from a delivery perspective, and Tesla sold well more than it produced during the three months.</p>
<div class="lb-trans"><p>特斯拉报告第二季度交付量为 48 万辆，而华尔街的整体共识在 39.5 万到 40.5 万之间。从交付的角度来看，这是一个极为强劲的季度，特斯拉在这三个月内的销售量远超生产量。</p>
</div><blockquote>
<p>Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>特斯拉大幅超出华尔街预期，交付量超出预估超过 15%。</p>
</blockquote>
</div><p>While vehicle deliveries are not necessarily looked at in the light that they used to be, Tesla still maintains a lot of advantages for keeping deliveries strong. With the loss of the $7,500 EV Tax Credit last year, Tesla still maintains a strong demand case for its EVs.</p>
<div class="lb-trans"><p>虽然车辆交付量不再像以前那样受到关注，但特斯拉仍然保持着许多优势以维持强劲的交付量。尽管去年失去了 7500 美元的电动车税收抵免，特斯拉的电动车仍然保持着强劲的需求。</p>
</div><h4>Robotaxi Performance</h4>
<div class="lb-trans"><h4>机器人出租车的表现</h4>
</div><p>Tesla has been operating Robotaxi for over a year now, as it launched in Austin in mid-2025. That program has expanded to Houston and Dallas, the San Francisco Bay Area, and, most recently, Miami, Florida, the suite’s first appearance in the Sunshine State.</p>
<div class="lb-trans"><p>特斯拉的机器人出租车项目已经运营超过一年，自 2025 年中在奥斯汀启动以来，该项目已扩展到休斯顿、达拉斯、旧金山湾区，以及最近在佛罗里达州迈阿密首次亮相。</p>
</div><p>While the Robotaxi suite is still in its early phases and Tesla is working through things like fleet size and wait times, the company has been able to undercut the pricing of its competitors and has a great safety record.</p>
<div class="lb-trans"><p>尽管机器人出租车项目仍处于早期阶段，特斯拉正在解决车队规模和等待时间等问题，但该公司已经能够在价格上击败竞争对手，并且拥有良好的安全记录。</p>
</div><h4>Merger Speculation with Tesla and SpaceX</h4>
<div class="lb-trans"><h4>特斯拉与 SpaceX 的合并猜测</h4>
</div><p>This is perhaps the biggest topic that many are speaking about with Tesla and SpaceX, and it is the one thing that seems to be on the mind of every investor.</p>
<div class="lb-trans"><p>这可能是许多人谈论特斯拉和 SpaceX 时最大的议题，也是每位投资者心中所想的事情。</p>
</div><p>Jefferies warns that growing talk of a Tesla-SpaceX merger could cause Tesla stock to trade more like a SpaceX proxy, which may disconnect it from underlying automotive fundamentals. SpaceX has a lot going for it, especially its compute deals that have been widely publicized as of late.</p>
<div class="lb-trans"><p>杰富瑞警告称，关于特斯拉与 SpaceX 合并的讨论可能导致特斯拉股票更像是 SpaceX 的代理，这可能使其与基础汽车业务的基本面脱节。SpaceX 最近广泛宣传的计算交易使其具备了很多优势。</p>
</div><h4>Profitability in New Projects Could Take Some Time</h4>
<div class="lb-trans"><h4>新项目的盈利能力可能需要一些时间</h4>
</div><p>Tesla has a few long-term ventures in the pipeline, most notably the Optimus project and Robotaxi, which is launched but will take several years to expand to a meaningful level that resonates with everyday people.</p>
<div class="lb-trans"><p>特斯拉有几个长期项目在筹备中，最显著的是 Optimus 项目和机器人出租车，后者已经启动，但需要几年时间才能扩展到与日常生活相关的有意义的水平。</p>
</div><p>This is something that investors need to be careful of. Tesla’s projects could take some time to round out, so Jefferies advises that these may carry initial losses, rather than immediate profit. Seasoned Tesla investors have echoed something like this for a long time; they knew going in it would not be an open-and-shut strategy. It was going to take time.</p>
<div class="lb-trans"><p>投资者需要对此保持谨慎。特斯拉的项目可能需要一些时间才能完善，因此杰富瑞建议这些项目可能会带来初期亏损，而不是立即盈利。经验丰富的特斯拉投资者早已对此有所预期；他们知道这不是一个简单明了的策略，而是需要时间。</p>
</div><p>These new projects are no different.</p>
<div class="lb-trans"><p>这些新项目也不例外。</p>
</div><p>The post Tesla gets price target upgrade on heels of crazy successful auto quarter appeared first on TESLARATI.</p>
<div class="lb-trans"><p>这篇文章的标题为《特斯拉在汽车业务极为成功的季度后获得价格目标上调》，首次发布在 TESLARATI 上。</p>
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Tesla gets price target upgrade on heels of crazy successful auto quarter

- 特斯拉 Q2 报告交付量 48 万，超出市场预期 15%。
- Jefferies 将特斯拉目标价上调至 400 美元，维持 “持有” 评级。
- 公司面临新项目盈利需时，合并传闻可能影响股市表现。

特斯拉在一个极其成功的汽车季度之后获得了目标价格上调