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Posts长期看多的德银分析师 Emmanuel Rosner 将$ 特斯拉.US 评级从买进下调至持有、目标价猛砍 35% 至 123 美元。他警告，原本预计特斯拉明年推出的低价车 Model 2 现在看来问世前景不确定，这可能改变该个股的投资主题。
德银在汽车行业跟踪上一直比较强的，该行给的 120 的目标价（目前 150 左右）海豚君也比较认同。但特斯拉股价真正到这个价位的时候，相当于股价水分基本全部挤光（Tesla 2 的预期销量没了、汽车毛利率预期改善没有、FSD 估值没有、储能估值也基本没有），对于长期仍然看好新能源行业和自动驾驶的资金而言，反而是长线可以入局的时刻。
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