英文Gary Black发布 2026/05/08 10:19· 入库 2026/5/13 23:28:51· Gary Black (@garyblack00)
特斯拉股价再涨1.1%至416美元，中国及欧洲4月销量同比大增
原标题：From my pre-mkt summary for Subscribers this morning: $TSLA +1.1% again this mo…
精华摘要
特斯拉股价延续涨势，早盘再涨1.1%至416美元，此前两日已累计上涨5.7%。推动因素包括4月在中国及多个欧洲国家销量同比显著增长，以及全球油价飙升。尽管短期动能强劲，但作者对特斯拉持谨慎态度，认为公司2026财年展望令人失望，且2026-2030年盈利预期持续下调。
投资者逐渐意识到其他制造商也将解决无人监督自动驾驶问题，这可能削弱特斯拉的长期竞争优势。油价上涨虽短期利好电动车需求，但无法抵消盈利前景疲软的影响。特斯拉当前估值已隐含较高增长预期，若自动驾驶进展不及预期，股价存在回调风险。
原文摘要
From my pre-mkt summary for Subscribers this morning: $TSLA +1.1% again this morning to $416 after rising +5.7% the past two days after showing significant year-over-year gains in April in China and several European countries, as global oil prices have surged. Despite likely continued near-term momentum fueled by rising oil prices I remain cautious on $TSLA given the company’s disappointing FY’26 outlook following robust 1Q earnings. 2026-30 earnings ests continue to decline and investors are coming to the realization that other manufacturers will also solve for unsupervised autonomy over