特斯拉（TSLA）处_老虎社区_美港股上老虎

2025-12-28

特斯拉（TSLA）处于汽车+AI+机器人三重估值切换期，短期增收不增利、中期看FSD/Optimus/Robotaxi落地，长期赌物理AI生态。当前估值偏贵，建议分批建仓+波段操作。

周四科技七巨头整体跑赢大盘，但特斯拉跌超5%，其Q1交付量不及预期，低于预期的36万+，环比下降14%。面对需求疲软、缺乏新产品、外部环境变差，以及能源业务降温的现实压力，【面对现实压力，特斯拉的未来故事还能继续讲下去吗？现在能否继续加仓？】

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