瞎几巴胡说八道_老虎社区_美港股上老虎 - 老虎社区

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21克拉粉钻
07-02 22:45

瞎几巴胡说八道

@第N次大变革大分流：

$特斯拉(TSLA)$ 特斯拉的Q2交付数据会比较难看，因为5月和4月份的上海工厂生产数据都同比下滑的情况下，而且是航拍卫星图显示库存积压严重的情况下，不会指望6月份会发生季度末交付奇迹，大环境是汽车行业越来越卷。最近的反弹已经过度透支了乐观情绪。

$特斯拉(TSLA)$ 特斯拉的Q2交付数据会比较难看，因为5月和4月份的上海工厂生产数据都同比下滑的情况下，而且是航拍卫星图显示库存积压严重的情况下，不会指望6月份会发生季度末交付奇迹，大环境是汽车行业越来越卷。最近的反弹已经过度透支了乐观情绪。

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