Overall we would characterize this is a respectable delivery number although the Street and bulls wanted to see a 500k+ number and the stock will be a bit weak on the knee jerk reaction," said Wedbush analysts including Daniel Ives.
The analysts said, however, that they remain "highly confident in Tesla's ability to accelerate delivery growth into FY25 with 20%-30% delivery growth targets the focus for the Street as [Tesla] is also expected to launch its lower-priced EV in early 2025 to spur growth for vehicle deliveries."
Meanwhile, the focus is also changing to artificial intelligence technology, Wedbush said, adding the company's AI projects may see a boost under the new Trump administration.
"We believe Tesla remains the most undervalued AI play in the market today," the note said.
Wedbush kept Tesla's outperform rating and $515 price target.
"
Overall we would characterize this is a respectable delivery number although the Street and bulls wanted to see a 500k+ number and the stock will be a bit weak on the knee jerk reaction," said Wedbush analysts including Daniel Ives.
The analysts said, however, that they remain "highly confident in Tesla's ability to accelerate delivery growth into FY25 with 20%-30% delivery growth targets the focus for the Street as [Tesla] is also expected to launch its lower-priced EV in early 2025 to spur growth for vehicle deliveries."
Meanwhile, the focus is also changing to artificial intelligence technology, Wedbush said, adding the company's AI projects may see a boost under the new Trump administration.
"We believe Tesla remains the most undervalued AI play in the market today," the note said.
Wedbush kept Tesla's outperform rating and $515 price target.
近年来，特斯拉（Tesla）一直是全球市场关注的焦点，其在电动车领域的领先地位和技术创新能力备受瞩目。然而，随着市场竞争的加剧和行业环境的变化，特斯拉的未来发展备受关注。本文将结合最新信息探讨特斯拉在交付增长和人工智能领域的潜力。
交付增长的挑战与机遇根据Wedbush分析师的观点，尽管特斯拉未能达到2023财年50万辆的市场预期交付目标，但他们对特斯拉在2025财年实现20%至30%的交付增长充满信心。这一预测的核心在于特斯拉计划在2025年初推出更低价位的电动车型。低价电动车型的推出将显著扩大特斯拉的潜在用户群，尤其是在新兴市场和价格敏感的消费群体中。
然而，这一增长目标也面临挑战。首先，特斯拉需要在供应链管理上保持稳定。电动车产业对锂、钴等原材料的需求日益增加，而全球供应链的不确定性可能对交付目标构成压力。其次，市场竞争日益激烈，传统汽车制造商和新兴电动车企业不断推出具有竞争力的车型，这要求特斯拉在价格和性能上继续保持优势。
人工智能：特斯拉的新增长引擎除电动车业务外，特斯拉在人工智能领域的潜力也备受关注。Wedbush分析师指出，特斯拉是目前市场上被低估的AI公司之一。特斯拉的人工智能项目，特别是在自动驾驶技术（如Autopilot和FSD）和机器人（如Optimus）方面，展现了其成为AI领域领导者的潜力。
值得注意的是，特斯拉在AI领域的投资可能因政策支持而加速。例如，在美国政府对人工智能技术的关注下，特斯拉可能获得更多政策和资金支持。然而，AI项目的研发成本高昂，特斯拉需要在技术研发和商业化之间找到平衡。
投资者的分歧与市场的不确定性尽管分析师对特斯拉的未来持乐观态度，但投资者的看法却不尽相同。一些投资者对特斯拉股价在两周内下跌100美元表示担忧，认为公司的市值可能已经过高。而另一些投资者则认为，特斯拉在经历了去年的大幅上涨后，市场调整是正常现象。
这种分歧反映了市场对特斯拉估值的复杂态度。一方面，特斯拉拥有技术创新和品牌优势；另一方面，其高估值和波动的股价也让部分投资者感到不安。
结论特斯拉的未来充满潜力，但也伴随着风险。低价电动车型的推出将为交付增长提供动力，而人工智能项目则为公司开辟了新的增长领域。然而，市场竞争、供应链挑战以及高估值带来的压力是特斯拉必须应对的问题。
投资者在评估特斯拉的潜力时，应综合考虑其技术创新能力、市场竞争态势以及政策环境等多方面因素。无论如何，特斯拉在推动全球电动车普及和人工智能应用方面的努力，已为其赢得了行业领先地位和市场认可，其未来表现仍值得期待。