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叶洋芋
#特斯拉Q3汽车毛利率回升，自由现金流转正
Q3最大看点：汽车业务真实毛利率回暖，不靠碳积分撑场面。自由现金流转正超预期，不过核心原因是压减资本开支，营收基本持平。
基本面止跌是好事，但长线能不能走牛，关键还是FSD商业化。
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