观点网讯:1月3日,摩根士丹利发布研究报告,对特斯拉第四季度的交付情况进行了评估。报告显示,尽管特斯拉第四季度交付量达到49.56万辆,创下公司新高,但这一数字较市场预期低约3%,未能实现2024财年设定的“轻微增长”目标。摩根士丹利指出,特斯拉第四季度交付量超出生产量3.6万辆,导致库存天数减少了6至7天。然而,该行认为特斯拉的表现未达预期,反映了其产品线相对老化的问题。此外,在特斯拉计划于...
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