<p>特斯拉在其汽車業務經歷了一個極為成功的季度後，獲得了價格目標上調，該公司報告了第二季度交付量超出預期超過 15%。</p>
<p>傑富瑞分析師將特斯拉（NASDAQ: TSLA）的價格目標從 375 美元上調至 400 美元，同時維持對其股票的 “持有” 評級，而第二季度強勁的汽車交付量是一個重要原因。然而，傑富瑞認為還有其他一些催化劑使特斯拉在下半年處於強勢地位。</p>
<h4>強勁的交付量</h4>
<p>特斯拉報告第二季度交付量為 48 萬輛，而華爾街的整體共識在 39.5 萬到 40.5 萬之間。從交付的角度來看，這是一個極為強勁的季度，特斯拉在這三個月內的銷售量遠超生產量。</p>
<blockquote>
<p>特斯拉大幅超出華爾街預期，交付量超出預估超過 15%。</p>
</blockquote>
<p>雖然車輛交付量不再像以前那樣受到關注，但特斯拉仍然保持着許多優勢以維持強勁的交付量。儘管去年失去了 7500 美元的電動車税收抵免，特斯拉的電動車仍然保持着強勁的需求。</p>
<h4>機器人出租車的表現</h4>
<p>特斯拉的機器人出租車項目已經運營超過一年，自 2025 年中在奧斯汀啓動以來，該項目已擴展到休斯頓、達拉斯、舊金山灣區，以及最近在佛羅里達州邁阿密首次亮相。</p>
<p>儘管機器人出租車項目仍處於早期階段，特斯拉正在解決車隊規模和等待時間等問題，但該公司已經能夠在價格上擊敗競爭對手，並且擁有良好的安全記錄。</p>
<h4>特斯拉與 SpaceX 的合併猜測</h4>
<p>這可能是許多人談論特斯拉和 SpaceX 時最大的議題，也是每位投資者心中所想的事情。</p>
<p>傑富瑞警告稱，關於特斯拉與 SpaceX 合併的討論可能導致特斯拉股票更像是 SpaceX 的代理，這可能使其與基礎汽車業務的基本面脱節。SpaceX 最近廣泛宣傳的計算交易使其具備了很多優勢。</p>
<h4>新項目的盈利能力可能需要一些時間</h4>
<p>特斯拉有幾個長期項目在籌備中，最顯著的是 Optimus 項目和機器人出租車，後者已經啓動，但需要幾年時間才能擴展到與日常生活相關的有意義的水平。</p>
<p>投資者需要對此保持謹慎。特斯拉的項目可能需要一些時間才能完善，因此傑富瑞建議這些項目可能會帶來初期虧損，而不是立即盈利。經驗豐富的特斯拉投資者早已對此有所預期；他們知道這不是一個簡單明瞭的策略，而是需要時間。</p>
<p>這些新項目也不例外。</p>
<p>這篇文章的標題為《特斯拉在汽車業務極為成功的季度後獲得價格目標上調》，首次發佈在 TESLARATI 上。</p>

1.25 倍做多特斯拉 ETF - GraniteShares

特斯拉

SPCX

<p>傑富瑞將特斯拉的目標股價從 375 美元上調至 400 美元，維持 “持有” 評級，原因是第二季度汽車交付量超出預期超過 15%。儘管強勁的交付數字支持了這一升級，但分析師警告稱，關於特斯拉與 SpaceX 合併的潛在猜測可能導致股價波動，與汽車基本面脱節。此外，像 Robotaxi 和 Optimus 這樣的新業務預計在實現盈利之前會產生初期虧損</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>特斯拉在其汽車業務經歷了一個極為成功的季度後，獲得了價格目標上調，該公司報告了第二季度交付量超出預期超過 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>傑富瑞分析師將特斯拉（NASDAQ: TSLA）的價格目標從 375 美元上調至 400 美元，同時維持對其股票的 “持有” 評級，而第二季度強勁的汽車交付量是一個重要原因。然而，傑富瑞認為還有其他一些催化劑使特斯拉在下半年處於強勢地位。</p>
</div><h4>Strong Deliveries</h4>
<div class="lb-trans"><h4>強勁的交付量</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>特斯拉報告第二季度交付量為 48 萬輛，而華爾街的整體共識在 39.5 萬到 40.5 萬之間。從交付的角度來看，這是一個極為強勁的季度，特斯拉在這三個月內的銷售量遠超生產量。</p>
</div><blockquote>
<p>Tesla crushes Wall Street expectations, beats delivery estimates by over 15 percent</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>特斯拉大幅超出華爾街預期，交付量超出預估超過 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>雖然車輛交付量不再像以前那樣受到關注，但特斯拉仍然保持着許多優勢以維持強勁的交付量。儘管去年失去了 7500 美元的電動車税收抵免，特斯拉的電動車仍然保持着強勁的需求。</p>
</div><h4>Robotaxi Performance</h4>
<div class="lb-trans"><h4>機器人出租車的表現</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>特斯拉的機器人出租車項目已經運營超過一年，自 2025 年中在奧斯汀啓動以來，該項目已擴展到休斯頓、達拉斯、舊金山灣區，以及最近在佛羅里達州邁阿密首次亮相。</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>儘管機器人出租車項目仍處於早期階段，特斯拉正在解決車隊規模和等待時間等問題，但該公司已經能夠在價格上擊敗競爭對手，並且擁有良好的安全記錄。</p>
</div><h4>Merger Speculation with Tesla and SpaceX</h4>
<div class="lb-trans"><h4>特斯拉與 SpaceX 的合併猜測</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>這可能是許多人談論特斯拉和 SpaceX 時最大的議題，也是每位投資者心中所想的事情。</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>傑富瑞警告稱，關於特斯拉與 SpaceX 合併的討論可能導致特斯拉股票更像是 SpaceX 的代理，這可能使其與基礎汽車業務的基本面脱節。SpaceX 最近廣泛宣傳的計算交易使其具備了很多優勢。</p>
</div><h4>Profitability in New Projects Could Take Some Time</h4>
<div class="lb-trans"><h4>新項目的盈利能力可能需要一些時間</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>特斯拉有幾個長期項目在籌備中，最顯著的是 Optimus 項目和機器人出租車，後者已經啓動，但需要幾年時間才能擴展到與日常生活相關的有意義的水平。</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>投資者需要對此保持謹慎。特斯拉的項目可能需要一些時間才能完善，因此傑富瑞建議這些項目可能會帶來初期虧損，而不是立即盈利。經驗豐富的特斯拉投資者早已對此有所預期；他們知道這不是一個簡單明瞭的策略，而是需要時間。</p>
</div><p>These new projects are no different.</p>
<div class="lb-trans"><p>這些新項目也不例外。</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>這篇文章的標題為《特斯拉在汽車業務極為成功的季度後獲得價格目標上調》，首次發佈在 TESLARATI 上。</p>
</div>

Tesla gets price target upgrade on heels of crazy successful auto quarter

- 特斯拉 Q2 報告交付量 48 萬，超出市場預期 15%。
- Jefferies 將特斯拉目標價上調至 400 美元，維持 “持有” 評級。
- 公司面臨新項目盈利需時，合併傳聞可能影響股市表現。

特斯拉在一個極其成功的汽車季度之後獲得了目標價格上調