阿亮on the way
08-08
特斯拉之前的上涨跟robotaxi进展、储能业务大幅增长有关,后面robotaxi推迟发布,市场需要观察一段时间。除了这几个因素,未来一段时间是否上涨可能的催化剂有几个:新版FSD的测试表现、欧洲销量表现、optimus新进展等。另外下半年中国市场的竞争会更激烈,需要观察竞品对销量的影响。
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