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中国体育生GARY飞机XXNN,揭秘背后的神秘世界与创新技术

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  周一,特斯拉发布第一季度财报的前一天,其股价下跌了近6%,原因是分析师担心“品牌正在受到侵蚀”。

  该股收于227.50美元,比4月8日的年内低点高出不到6美元。今年3月,该公司股价经历了自2022年以来最糟糕的一个季度,今年以来下跌了44%。这是该股今年第12次在一个交易日内下跌至少5%。

  特斯拉首席执行官马斯克在特斯拉之外的许多事情,尤其是他在特朗普政府中的角色,以及该公司在拖延已久的机器人出租车和现有汽车的自动驾驶技术方面的进展,都是人们关注的焦点。

  在财报电话会议之前,特斯拉用来征求投资者咨询的在线论坛上,提交了300多个与特斯拉自动驾驶系统有关的问题,大约200个是关于该公司正在开发的Optimus人形机器人的问题,还有160多个关于马斯克个人的问题。一位投资者问道:“董事会采取了哪些措施来减轻埃隆政治活动对品牌造成的损害?”

  在花费2.9亿美元帮助特朗普重返白宫之后,马斯克现在正在领导一项倡议,削减数万个联邦工作岗位,出售或终止联邦办公大楼的租约,并削减美国政府的能力。

  马斯克的政治和滑稽行为在欧洲和美国部分地区引发了强烈反弹。今年,特斯拉遭遇了一波又一波的抗议、抵制和一些针对特斯拉汽车和设施的犯罪活动,作为对马斯克的回应。

  本月早些时候,特斯拉报告第一季度交付了336681辆汽车,比去年同期下降了13%。

  据LSEG称,该公司预计第一季度营收为211.4亿美元,较去年同期略有下降。分析师预计每股收益为40美分。投资者将特别密切关注有关特朗普广泛征收关税的任何评论,以及随着时间的推移对收入和利润的潜在影响。

  奥本海默(Oppenheimer)的分析师周一在一份报告中写道,特斯拉在美国和欧洲“持续的品牌侵蚀”已经对销量造成了压力,但“对该公司来说,更大的问题是需求的潜在疲软,以及特朗普关税对利润率的影响。”

  Caliber是一家追踪美国消费者对主要品牌的看法如何变化的研究公司,该公司3月份的调查发现,只有27%的受访者会考虑购买特斯拉,而2022年1月这一比例为46%。

  WedbushSecurities分析师丹·艾夫斯长期看好特斯拉,他希望马斯克在周二的财报电话会议上能带来“扭转局面的愿景”。

  “不幸的是,特斯拉现在已经成为特朗普政府/政府总监在全球的政治象征,”他写道,并指出“自特朗普重返白宫以来,特斯拉的股价一直受到重创。”

  艾夫斯估计,由于马斯克为特朗普工作造成的品牌损害,“未来特斯拉买家的永久需求将受到15%至20%的破坏”。

  上周晚些时候,巴克莱维持了相当于卖出的评级,并将特斯拉的目标价从325美元下调至275美元,理由是第一季度的“结构令人困惑”,而且“基本面疲弱”。该公司表示,如果马斯克更专注于他的汽车制造商,并取决于该公司披露的预期中的“FSD活动”,即特斯拉的全自动驾驶产品,它可能会看到积极的反应。

  特斯拉在公布财报日期时表示,除了收益之外,它还将提供“实时公司更新”,这是该公司通常不会在披露中使用的语言。

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