$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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特斯拉多头和PLTR多头
10-03

$特斯拉(TSLA)$ 储能的增长已经说明特斯拉已经从传统EV制造商转变成Ai驱动为主的业务增长。储能业务相对造车业务可以看成软件比例和毛利率更高的产品。未来储能会成为特斯拉的新的现金奶牛。而且这是在BBB法案和关税战影响之后的大幅增长，这是对于非本土生产的储能磷酸铁锂电池附加了更多额外成本之后的快速增长，其实说明市场需求很大，强烈支撑了未来特斯拉现金流的预期。

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