学科学者
10-25
$特斯拉(TSLA)$
@学科学者:
$特斯拉(TSLA)$ 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
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