Post
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。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,794.7+0.00%
ETH/USDTEthereum
$2,234.14+0.00%
OKB/USDTOKB
$102.78+0.00%
Today’s market buzz
1#USJobsBeatExpectations
2#TechStocksReboundWatch
3#BTCETFOutflows416M