
Post
ninoalluredreamer
我感觉特斯拉三季度财报更可能不及预期。虽然之前的交付量超了预估,但国内现在新能源车实在太卷了,卖得多不一定赚得多,价格竞争和车型结构变化都可能压低利润。另外储能部署量也低于此前预期,再加上在AI上的投入压低利润,感觉毛利率和每股收益,这两项我偏谨慎看低。
#OKX美股财报季
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