英文Sawyer Merritt发布 2026/07/13 14:20· 入库 2026/7/14 00:00:58· Sawyer Merritt (@SawyerMerritt)
Jefferies将特斯拉目标价上调至400美元，因Q2交付量超预期
原标题：Jefferies has raised its $TSLA price target to $400 (from $375), citing the comp…
精华摘要
Jefferies将特斯拉目标股价从375美元上调至400美元，理由是公司第二季度车辆交付量显著超出预期。同时，该投行将2026财年息税前利润预估上调4%至62亿美元，部分原因是高价位长轴距版Model Y的销量增长。
此次目标价上调反映了市场对特斯拉交付能力的信心，尤其是长轴距Model Y等高利润车型的贡献。但Jefferies并非首家上调目标价的投行，且该信息已通过公开渠道传播，对股价的边际影响有限。投资者需关注特斯拉后续能否持续保持交付增长，以及FSD和Cybertruck等新业务的盈利贡献。
原文摘要
Jefferies has raised its $TSLA price target to $400 (from $375), citing the company's significant Q2 vehicle delivery beat as the reason. For fiscal year 2026, Jefferies raised its EBIT estimate by 4% to $6.2 billion, factoring in higher volume partly driven by the higher-priced long-wheelbase Model Y.