汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入关注Q2交付

招商证券股份有...07-01

特斯拉近期股价走强，为24 年3 月以来高点，我们更新近况，分享最新思考。事件：特斯拉股价近日走强，6 月26 日上涨4.8%，6 月28 日盘中突破200 美元，收于197.9 美元，为24 年3 月以来的高点，市值来到6311 亿美元。分析：6 月26 日，媒体报道特斯拉考虑放弃自产4680 电池，转而向外部供应商采购。同时，近日报道称LG 计划于8 月在韩国乌昌工厂开始生产4680，成为全球...

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汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入 关注Q2交付

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汽车行业点评报告：特斯拉股价跟踪：乐观者开始左侧买入关注Q2交付