美股进入行情窗口期，港股反弹需要更多验证

中环杰哥投资探秘

美股，三大指数继续上行，纳指标普幅度较大持续性较强，具有突破性的结构。硬科技小幅振荡，7巨头大涨突破新高。长债继续顽固，还是有放缓迹象，大盘，继续顺势操作。港股，小范围企稳，加上隔夜中概较大幅度反弹，期指继续上行，关注大盘的持续性以及硬科技整体复苏情况。$英伟达(NVDA)$ $SpaceX(SPCX)$ $MAGS(MAGS.UK)$

特斯拉卖得比造得多2.2万辆,这波反弹能走多远?

特斯拉三季度交付数据刚公布,交付量超过市场预期,而且比同期产量多出22141辆,这一季卖出去的车多于造出来的车,库存在往下走,股价上周五收涨4.65%报370.59美元。按目前进度,特斯拉全年交付量有望实现2023年以来第一次同比增长。另一侧的账同样摆着:即便上周五涨了近5%,它年内仍累计下跌17.60%,同期标普500指数上涨12.81%。多头的抓手是交付超预期和去库存同时出现,说明需求端是真的在好转,不是靠压库换来的数字;空头的抓手是年内这17.60%的跌幅主要来自估值而不是销量,交付回暖能不能换回估值,是另一道题。年内还跌着17.60%,特斯拉这波反弹你给几分?

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

newsh
10-06
newsh
趋势

发表看法

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":615333897626872,"tweetId":"615333897626872","gmtCreate":1791247266908,"gmtModify":1791247271337,"author":{"id":59453294767938,"idStr":"59453294767938","authorId":59453294767938,"authorIdStr":"59453294767938","name":"中环杰哥投资探秘","avatar":"https://static.tigerbbs.com/192ec09eb67cf117d72bd26dff68eccd","vip":2,"userType":2,"introduction":"20年投资经验，985硕士，专业投资人","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.04.19","exceedPercentage":"80.45%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.11","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1680048000000,"redirectLinkValidityTo":1996358400000,"validityToTimestamp":1794241200909,"sortingWeight":0,"wearable":1},{"categoryType":1100,"badgeId":"35ec162348d5460f88c959321e554969-2","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":2167,"starInvestorFlag":false},"themes":[{"themeId":"9622ec5c21264808b4dd01212a7226af","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"特斯拉卖得比造得多2.2万辆,这波反弹能走多远?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":9622ec5c21264808b4dd01212a7226af}&rnconfig={\"headerBarHidden\": true}","description":"特斯拉三季度交付数据刚公布,交付量超过市场预期,而且比同期产量多出22141辆,这一季卖出去的车多于造出来的车,库存在往下走,股价上周五收涨4.65%报370.59美元。按目前进度,特斯拉全年交付量有望实现2023年以来第一次同比增长。另一侧的账同样摆着:即便上周五涨了近5%,它年内仍累计下跌17.60%,同期标普500指数上涨12.81%。多头的抓手是交付超预期和去库存同时出现,说明需求端是真的在好转,不是靠压库换来的数字;空头的抓手是年内这17.60%的跌幅主要来自估值而不是销量,交付回暖能不能换回估值,是另一道题。年内还跌着17.60%,特斯拉这波反弹你给几分?","image":"https://static.tigerbbs.com/6c5810e1764b593f3615c1b1587b2c68"}],"images":[{"img":"https://static.tigerbbs.com/77d1b9e8854097f0f46e2005b9d7bb74","width":"1080","height":"780"}],"coverImages":[{"img":"https://static.tigerbbs.com/77d1b9e8854097f0f46e2005b9d7bb74","width":"1080","height":"780"}],"title":"美股进入行情窗口期，港股反弹需要更多验证","html":"<html><head></head><body><p>美股，三大指数继续上行，纳指标普幅度较大持续性较强，具有突破性的结构。硬科技小幅振荡，7巨头大涨突破新高。长债继续顽固，还是有放缓迹象，大盘，继续顺势操作。港股，小范围企稳，加上隔夜中概较大幅度反弹，期指继续上行，关注大盘的持续性以及硬科技整体复苏情况。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>&nbsp;<a href=\"https://laohu8.com/S/MAGS.UK\">$MAGS(MAGS.UK)$ </a>&nbsp;</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/77d1b9e8854097f0f46e2005b9d7bb74\" tg-width=\"1080\" tg-height=\"780\"><span></span></p></body></html>","htmlText":"<html><head></head><body><p>美股，三大指数继续上行，纳指标普幅度较大持续性较强，具有突破性的结构。硬科技小幅振荡，7巨头大涨突破新高。长债继续顽固，还是有放缓迹象，大盘，继续顺势操作。港股，小范围企稳，加上隔夜中概较大幅度反弹，期指继续上行，关注大盘的持续性以及硬科技整体复苏情况。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>&nbsp;<a href=\"https://laohu8.com/S/MAGS.UK\">$MAGS(MAGS.UK)$ </a>&nbsp;</p>\n<p class=\"t-img-caption\" style=\"display: flex; flex-direction: column; align-items: center;\"><img src=\"https://static.tigerbbs.com/77d1b9e8854097f0f46e2005b9d7bb74\" tg-width=\"1080\" tg-height=\"780\"><span></span></p></body></html>","text":"美股，三大指数继续上行，纳指标普幅度较大持续性较强，具有突破性的结构。硬科技小幅振荡，7巨头大涨突破新高。长债继续顽固，还是有放缓迹象，大盘，继续顺势操作。港股，小范围企稳，加上隔夜中概较大幅度反弹，期指继续上行，关注大盘的持续性以及硬科技整体复苏情况。$英伟达(NVDA)$ $SpaceX(SPCX)$ $MAGS(MAGS.UK)$","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/615333897626872","repostId":0,"isVote":1,"tweetType":1,"viewCount":950,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","MAGS.UK","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":281,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":615480454861720,"commentId":"615480454861720","gmtCreate":1791282988741,"gmtModify":1791282993171,"authorId":4202559119040260,"author":{"id":4202559119040260,"idStr":"4202559119040260","authorId":4202559119040260,"name":"newsh","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":615333897626872,"objectIdStr":"615333897626872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"趋势","text":"趋势","html":"趋势","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/615333897626872"}