面对特斯拉的短期多空_老虎社区_美港股上老虎

沉穩
10-12

面对特斯拉的短期多空拉锯，我更看重利润率与现金流能否真正改善，而非单纯的交付数量增长。虽然交付回暖支撑了短期情绪，但若以牺牲利润换取销量，长远来看并不可持续。特别是在创新车型销量未及预期、市场竞争加剧的背景下，健康的现金流与扎实的本业毛利率，才是企业抵御宏观波动、持续投入自动驾驶与 AI 研发的核心底气。投资不只看规模，更要看品质与护城河。

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