特斯拉：2025 年第四季度业绩市场反应

Unchanged Modest upside Largely unchanged Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS Source: Company data, Morgan Stanley Research 4Q25 Results January 28, 2026 11:06 PM GMT Tesla Inc | North America 4Q25 Earnings Reaction Reaction to earnings Our Takes: | M | | | | | | --- | --- | --- | --- | --- | | | | | | Update | | January 28, 2026 11:06 PM GMT | | | | | | Tesla Inc North America | | | Morgan Stanley & Co. LLC | | | | | | Andrew S Percoco Equity Ana ...