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yueya.eth
yueya.eth
Influential Creator
#特斯拉交付超预期后盈利修复成焦点 特斯拉我选了不会涨。 交付超预期这件事，盘面上已经反映得差不多了。真正难的是盈利修复：美国车少了、中国车多了，毛利率不一定跟得上销量叙事。 所以我赌的不是特斯拉不行，是赌“好交付 ≠ 财报次日一定涨”。
22:38 · 20/10/26·1.58k views·Posted on OKX Orbit

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