$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

$特斯拉(TSLA)$ 我认为不能持续，一来，美国总统的行政命令并不意味着其他部门必须执行，还需要参众两院通过，如果涉及法律，还需法院通过。二来，特斯拉公司目前是个叙事股，靠不断的遐想概念支撑，分歧巨大。三来，电力瓶颈限制各种AI执行落地，即使数据中心的审批在各地遇阻变缓，在失业率提升的预期下，机器人预计也一样。

“木头姐”开始押注！特斯拉现在能否上车？

近期，马斯克旗下SpaceX与xAI 合并一事备受关注。作为特斯拉最坚定的多头之一，凯茜•伍德（Cathie Wood）近期的一项不同寻常的投资决策引发关注：旗下太空ETF首度买进特斯拉股票——上周三，ARK太空与国防创新ETF（ARKX）买入了35766股特斯拉股票，约占该基金投资组合的1.99%。【大家觉得是否现在是买进的好时机？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

CuritisCissie
2025-12-04
CuritisCissie
电力瓶颈确实是个大问题，AI落地难啊。

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1

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