Joy Bringer
07-25
$特斯拉(TSLA)$
短期看，政策变动和竞争可能持续施压，导致波动；长期看，如果Robotaxi和Optimus落地，公司估值可能大幅提升（马斯克称自治是Tesla价值的“压倒性”部分）。
特斯拉Q3交付有望超预期！$440继续看涨？
特斯拉预计将于本周四公布全球三季度交付量。市场普遍预计，由于美国消费者赶在9月30日电动车补贴终结之前购车，特斯拉Q3交付数据将表现强劲。【突破440美元的特斯拉，大家预计本周涨势能否延续？你看好特斯拉借势创新高吗？】
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