Morgan Stanley acaba de revisar sus previsiones de fabricación del Model 3, ha subido un poco el optimismo
“Now that the first employee deliveries have been made, we are forecasting Model 3 volume in Q3 of 1,500 units vs. 0 units until Q4 previously. An 8,000 unit increase in our Q4 Model 3 volume estimates and smaller increases in Model X volume leaves us with a full- year unit estimate of 106,552 vs. 96,219 previously. Our outyear Model 3 estimates also increase – e.g. to 120k in 2018 vs. 90k previously. We have reduced the Model 3 ATP to $50,000 vs $60,000 previously, which slightly tempers the revenue impact but could arguably be positive for Model 3 demand in the long term.”
