：特斯拉最新报告

Tesla, Inc. 12 July 2024 ab 12 Tesla, Inc. UBS Research 更多一手调研纪要和研报数据加V：shuinu9870 We took a detailed look at the addressable market for the upcoming lower-cost vehicle. We utilize the UBS Evidence Lab Global EV Survey to support our view on demographics in the US and their willingness/ability to use an EV. We also looked at various UBS Evidence Lab datasets on Tesla's perception in China. At current levels, all else equal, we believe 2030 deliveries would need to be ~6.9mm units vs. UBS forecast of ~3.9mm ...