陈为之
07-02
$特斯拉(TSLA)$
“大而美”法案削减补贴、市场竞争导致销量持续下滑,预计特斯拉可能会扭盈为亏,经历一段黑暗时刻。等待FSD大规模商用和cybercab上量,起码得2027年了
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陈为之
07-03
陈为之
以防有朋友激进操作,提示一下短期风险:第一,Grok4上车;第二,超预期降息炒作;留言权作为个人笔记,不构成投资建议
CDMD
07-03
CDMD
特斯拉的下一波涨势事件是干掉安全员和新款机器人出货。2027不是目前的价钱。
陈为之
07-24
陈为之
如老马所说,Q4、明年Q1、Q2都会很难,耐心等待
什么也没有了~
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精彩评论
如老马所说,Q4、明年Q1、Q2都会很难,耐心等待