据特斯拉投资者关系团队分享的一份分析师报告，目前的共识为特斯拉 2023 年第三季度汽车交付量为 45.5 万辆。然而，华尔街资深人士 Gary Black 在 X 上表示，他预计特斯拉的交付量为 44.5 万辆。另一方面，彭博社预计特斯拉的交付量为 45.7 万辆。
特斯拉投资者关系副总裁 Martin Viecha 表示，公司编制的交付报告来自多家公司，其中包括美国银行、Canaccord、花旗银行、摩根士丹利、New Street Research 等。
特斯拉尚未正式宣布发布 2023 年第三季度交付和生产报告的日期。参考之前报告的发布日期，特斯拉或将在 10 月 2 日的某个时间发布交付结果。
由于多种因素，特斯拉可能会低于华尔街的预期。例如，Model 3 Highland 的发布和上海超级工厂的转型导致该工厂的车辆产量下降。
特斯拉今年的目标仍然是 180 万辆汽车的交付量。尽管我们预计第三季度的产量将略有下降，因为我们需要进行一些停工，以进行大量的工厂升级。因此，第三季度的产量可能会略有下降，以进行全球工厂升级。
新闻翻译：
News Title: Tesla’s third-quarter delivery volume reaches 455,000 units, below Wall Street’s expectations
Keywords: Tesla, delivery volume, Wall Street, expectations
News Content:
According to a report shared by Tesla’s investor relations team, the current consensus among analysts for Tesla’s third-quarter delivery volume in 2023 is 455,000 units. However, Gary Black, a seasoned Wall Street professional, expects Tesla’s delivery volume to be 445,000 units. Meanwhile，彭博社 estimates Tesla’s delivery volume to be 457,000 units.
Martin Viecha, the investor relations vice president of Tesla, said that the company’s delivery report comes from multiple sources, including Bank of America, Canaccord, Citibank, Morgan Stanley, and New Street Research.
Tesla has not announced the date for the release of its third-quarter delivery and production report yet. Referring to the previous report release date, Tesla is expected to release the delivery results at some time on October 2.
Due to various factors, Tesla may fall short of Wall Street’s expectations. For example, the launch of Model 3 Highland and the transition of the Shanghai Super Factory have led to a decrease in vehicle production at the factory.
Tesla’s goal for this year is still to deliver 1.8 million units of vehicles. Although we expect a slight decline in production in the third quarter due to some shutdowns at the factory for major upgrades, the third-quarter production may still see a slight decrease to conduct global factory upgrades.
【来源】https://www.ithome.com/0/722/681.htm
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