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翻过山趟过海
#特斯拉交付超预期后盈利修复成焦点
$TSLA 交付超预期，但营收持平、EPS同比下滑，利润率承压。重点关注汽车毛利率能否守住18%；FSD/Optimus/合并叙事能否对冲利润衰退。操作上注意交付利好已透支，警惕“卖事实”；若毛利率≥18%且FSD订阅数据强劲，空头逻辑松动。
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