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$TSLA

BEARISH2026-07-23
Price around the call
↓ 2026-07-23
By horizonMaturing · ~18 trading days to go
1d
✓ -1.2%
5d
…
21d
…
Original post
投资TALK君 · 2026-07-23

特斯拉财报 $TSLA ,没有觉得有太多亮点和槽点。 1. 高增速能源的毛利润长期是低20%,竞争很激烈 2. 运营花费大幅增加,在科研上,短期不会看到任何的回报,我觉得特斯拉的下一波裁员又在路上了 3. 资本开支大幅增加,投资周期,年初管理层已表达得很清楚了 4. 这个季度毛利低因为一次性调整 5. 市场并不满意robotaxi的进展,我觉得还好 有谷歌的陪伴,下跌不寂寞

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