$特斯拉(TSLA)_老虎社区_美港股上老虎

小虎牙sister

2022-09-01

$特斯拉(TSLA)$一个个空的飞起～都没有留意到特斯拉中国8月交付近8万，在产线升级影响产量的情况下还能创季度第二月的新高，这信息量不大么。结合另外三个工厂的产能提升，Q3和Q4的交付必然大超预期。

对于电动车企来说，交付和财报才是最重要的基本面，直接决定后续股价走势。最近TSLA相比于其他科技股已经算是硬的了，可以做到和大盘同幅度跌，而不是以前的2倍beta，已经说明乐观情绪在托底。可以想象如果大盘企稳回升，TSLA会怎样。

答案都这么明显了，还不抄的话，那就XX了。

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

ccweim
2022-09-02
ccweim
满瓶不动半瓶摇[开心] 产线升级7月底就升级完成了。
- 小虎牙sister回复ccweim:
  我说个实际情况怎么就成吹嘘了？？就准你狂骂韭菜，不准我看好TSLA？果然是，眼界决定你能走多远。
- 小虎牙sister回复ccweim:
  你对生产流程真是一无所知，首先，升级产线的过程不是七月全部完成的，8月初还有几天在调试，其次，升级完了还有个产能提升的过程，又要至少几天，这些都给八月产能造成影响。
  最后，纠结这种时间点没意义。八月交付近八万，九月预计破10万，这势如破竹的趋势，不是你们巧舌如簧可以改变的。
- ccweim回复哈喽阿特:
  20块拿到现在说什么都是对的？他在那里吹嘘还不能说说他？8月8万交付是产线升级的情况下完成的？
- 哈喽阿特:
  他从特斯拉20块钱拿到现在，你晃荡还是他晃荡？
Ruosong
2022-09-02
Ruosong
大部分人赚不到钱 [龇牙]
史蒂夫
2022-09-01
史蒂夫
抄底特斯拉💪
- Helene鸿运当头:
  👍
苏州韭菜盒子
2022-09-03
苏州韭菜盒子
个股服从宏观，再好的业绩也不扛不住大盘拉稀
飘流心灵
2022-09-03
飘流心灵
5号电池还是5号，无法改变的。除非做到一颗电池500公里。
plaispool
2022-09-04
plaispool
小山si于抄底

发表看法

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