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Kangzi_Misa粉丝团
#特斯拉交付超预期后盈利修复成焦点
$TSLA ,10月22日05:30公告财报,ESP$0.48险胜。这是大多数人的意料之中,但在我的意料之外。看来老马的费用控制本领的是相当到位,这点比META老板“抠”多了,但凡多出一点点费用,这道预测题都会是“NO”。老马不亏是企业家的天花板,自己抠还要员工、公司抠。然而,尽管EPS有点点亮点,但营收明显拖累,市场预期约$28B,实际约$19.34B,明显对10月22日财报后首个开盘日的股价影响偏悲观:
·预计开盘跌幅:-3%~-6%
·弱势情景:跌破$370,下看$360–$365
·若市场交易偏EPS或自动驾驶等利好,盘中可触$380
·重要上方阻力:$386~$390
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