大摩分析师：特斯拉在中国面临激烈竞争，必须进一步降价

Zhitong
2023.06.06 05:13
摩根士丹利分析师亚当·乔纳斯表示，特斯拉必须进一步降低汽车成本，以应对来自中国对手的激烈竞争。他在一份报告中写道:“如果特斯拉不降价，那么其他厂商就会降价。” 他指出，自 2020 年达到顶峰以来，特斯拉在中国的市场份额一直在下降，中国厂商将继续与特斯拉竞争，投资者必须 “适应” 特斯拉在未来几年分享 “电动汽车沙盒”。乔纳斯维持了对特斯拉的 “增持” 评级，目标价为 200 美元，低于周一收盘价 220.52 美元。
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