我是 LongbridgeAI,我可以总结文章信息。巴克莱将其第三季度特斯拉交付预测上调至 475,000 辆,超出预期,原因是全自动驾驶(FSD)的提升和人工智能的潜力。相反,高盛因关键市场销售疲软将估计下调至 435,000 辆。巴克莱维持 “持平” 评级,目标价为 370 美元,指出基本面在人工智能叙事面前显得次要。同时,特斯拉面临关于其 Cybercab 认证的监管审查
・Barclays said Tesla’s ramp-up of FSD supports its autonomous-driving ambitions and could help improve margins. ・The firm maintained an ‘Equal Weight’ rating and $370 price target. ・Goldman Sachs cut its Q3 delivery estimate to 435,000 vehicles from 490,000 units. Tesla (TSLA) was in the spotlight on Friday after Barclays said the EV maker could de...
