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我小白菜来了
#特斯拉交付超预期后盈利修复成焦点 交付量超预期是情绪支撑，但同比小幅下滑+持续价格战，汽车毛利率仍是最大压力点；本季度看点不在卖车，而是Robotaxi、Optimus人形机器人、FSD商业化进展。财报属于基本面企稳，但短期盈利弹性有限，AI叙事决定股价弹性
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