不轻信不激动
08-13
mark
@特斯拉多头和PLTR多头:
$特斯拉(TSLA)$ 特斯拉股价的真正爆发即将到来。储能和Robotaxi的运营将是第二篇章的主要增长点,成为独立于卖车之外的重要营收来源。 可能有人会说特斯拉的储能相较国内储能不会有任何性价比优势,那可能是你不懂技术。特斯拉的储能技术上不同于传统储能。在技术上储能的EMS就好像特斯拉的电动车BMS的绝对领先地位。AI时代对于用电负荷的波动要求极大,传统储能产品根本完成不了AI储能的负荷波动要求。
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