英文Sawyer Merritt发布 2026/07/06 14:32· 入库 2026/7/7 00:00:42· Sawyer Merritt (@SawyerMerritt)
摩根大通维持特斯拉中性评级，目标价475美元
原标题：JPMorgan has reiterated a Neutral rating and $475 price target on $TSLA followin…
精华摘要
摩根大通在特斯拉公布强劲的第二季度交付数据后，重申对特斯拉的中性评级和475美元目标价。Model 3/Y、其他车型及储能产品的交付量均超出摩根大通预期。此外，特斯拉柏林超级工厂上周宣布产量提升约20%，欧洲市场出现强劲复苏。
摩根大通维持中性评级表明，尽管交付数据超预期，但股价已部分反映利好，上行空间有限。欧洲工厂产能爬坡有助于特斯拉应对区域需求增长，但全球竞争加剧和利润率压力仍是隐忧。投资者需关注后续财报中的毛利率和全年交付指引。
原文摘要
JPMorgan has reiterated a Neutral rating and $475 price target on $TSLA following the company's strong Q2 delivery results. Model 3/Y, other models and energy storage numbers were all above what JPMorgan expected during the quarter. The firm a noted strong recovery in Europe, with Tesla's Gigafactory Berlin announcing a production ramp of approximately 20% last week.