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奶啤
#特斯拉交付超预期后盈利修复成焦点
特斯拉交付超预期缓解需求担忧，但市场焦点已转向盈利修复。关键看毛利率能否企稳、价格战是否缓和，以及储能和软件业务能否放量。只有销量增长真正转化为利润改善，估值修复才更具持续性。
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