投行Wedbush:2022年产能有望达200万辆,特斯拉股价或涨近30%

. 投行Wedbush:2022年产能有望达200万辆,特斯拉(TSLA.US)股价或涨近30%
智通财经APP获悉,投行Wedbush发布研报表示,重申特斯拉(NASDAQ:TSLA)“跑赢大盘”评级,目标价1400美元。
Wedbush分析师Daniel Ives表示,未来12个月,特斯拉的股价可能上涨近30%。他预计,明年零部件短缺问题将得到缓解,使特斯拉能够更好地满足中国日益增长的需求,而在奥斯汀、得克萨斯州和柏林的新工厂应能缓解全球生产瓶颈。
Ives认为,在中国强劲的需求以及美国和德国新工厂的开设等催化剂的推动下,特斯拉在2022年将处于强势地位。“关于特斯拉的整体牛市论点的关键仍然是中国,我们估计,到2022年,中国的产能将占这家电动汽车制造商交付量的40%。”Ives估计,到2022年底,特斯拉的年生产能力将从目前的100万辆左右提高到200万辆左右。他说:“目前,特斯拉面临着供不应求的问题。”
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