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← @hibtc37

$TSLA

BULLISH2026-07-23
Price around the call
↑ 2026-07-23
By horizonMaturing · ~18 trading days to go
1d
✗ -1.2%
5d
…
21d
…
Original post
37度 · 2026-07-23

$TSLA 财报超预期,股价跌,顶不住了 TSLA我从2013年开始买的,一直赚钱,聊下他昨晚财报吧 估计很多人顶不住了,要投降了。投资人顶着1.4万亿市值,346倍市盈率,错过大半年,不是为了看卖车的数据多么漂亮的,造车长远看肯定会被中国制造吊打,FSD短期是优势,但随着AI发展,也会被中国追平/缩小差距 储能业务是个容易摘的桃子,但机器人落地,还是遥遥无期,Robotaxi还是非常早期,资本开支增大,现金流恶化,加上今年也是SPCX探底年,今年对于TSLA投资人很不友好,之前捧马斯克的,也会踩 所以,TSLA投资人肯定要投降一波了,那也意味着未来半年到一年会出现建仓机会

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