$特斯拉(TSLA)_老虎社区_美港股上老虎

1.本季度没有裁员费用，人员成本又减少了10%。

2.实际汽车销售受益于政策支持，不可持续。

3.储能业务，行业内的都懂，价格太高，不具备优势。

4.机器人画大饼。

优势：端到端的模型和高算力，X AI的赋能

短期会回调，看空，长期未来三年，看多

昨晚比亚迪发布了2024年Q3业绩，值得一提的是，比亚迪首次季度营收超过了特斯拉（2024Q3，比亚迪营收约2011亿元人民币，特斯拉约1793亿元人民币），但现在利润比亚迪还处于落后。【比亚迪Q3销量大增，你看好其后市增速持续超越特斯拉吗？电车一哥，到底该是谁？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

untamed
10-25
untamed
这么不行一天涨20% 客观点
- untamed回复学科学者:
  we will see 嘴炮没啥用看市场反馈多的是专业研究人员
- 学科学者:
  未来会非常好眼前还是没有巨大突破
苏苏喂苏苏
11-01
苏苏喂苏苏
见解独到，有道理的理性的分析 [强]
学科学者
10-25
学科学者
马斯克人格魅力，加分项

发表看法

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