$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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取个名字很费劲
2019-05-01

$特斯拉(TSLA)$ 特斯拉的价值根本在增速和毛利，其他都是短期的噪声。我看多基于特斯拉的国产，这是毛利和增速上一个台阶的关键。如果国产上有重大闪失，无论需求还是量产，我会从看多转为看空。目前看多基于品牌和产品实力，加上国产后可预期的成本和关税较大幅度下降。30万以内会对一二线城市相当一部分年轻人形成巨大吸引力。，因此预期毛利和增速都会有不错的表现。半年后看看今天的思考是否恰当。

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加措仓
·2019-05-01
需求没那么多产量再多也卖不出去
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weimirui
·2019-05-01
这次你觉得回跌到多少？
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