$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

$特斯拉(TSLA)$ 汽车交付数据越来越不重要，储能业务的高增长高成长性才是亮点，辛辛苦苦卖车不如多卖点高毛利的储能。之前bbb法案和关税战最担心的是影响储能业务，目前看储能高增长说明，特斯拉已经稳步进入到业务发展的第二阶段，从传统车企转变成能源销售和Ai驱动的软件毛利更高的公司。长期看好特斯拉在AI领域的发展前景。

虽然有些人提到储能的补贴即将在今年年底前结束，但实际上：

商业能源补贴抵免大概只占整体营收的15%，在最新的储能的成本创新中，特斯拉已经将储能成本大幅下跌40%，这个时候，如果不考虑降低原有售价，商业储能的毛利即将从35%达到70%以上。最重要的是AI对于算力和能源的需求目前看依然看不到尽头，而随之伴随的特斯拉商业储能的市场需求会非常大。

# 本周股东大会！特斯拉股价，看好涨or跌？

修改于 2025-10-03 19:37

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。

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