$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

$特斯拉(TSLA)$ 此轮大涨的本质是AI与机器人叙事重新定价，与AMD/英特尔的CPU价值重估逻辑类似——市场愿意为"远期期权"支付溢价。然而正面消息：AI5流片、Cybercab量产、Optimus排期、FSD欧洲突破四大催化剂集中释放，短期动能充沛，周一财报若能交出超预期答卷，涨势有延续基础。负面因素：连涨六日后乖离已大，主业交付疲软与高估值之间存在裂痕，财报窗口存在"利好出尽"风险，JPMorgan等机构对盈利与股价的背离发出明确预警。

关键矛盾：过去12个月华尔街对特斯拉2026年净利润的平均预测已从140亿美元暴跌56%至61亿美元，而同期分析师的平均12个月目标价却从337.99美元上调至409.49美元——利润预期在塌陷，目标价却在攀升。

所以这个位置很尴尬，需要再观察一段时间再看，因为如果继续向上突破，那就奔500而去创新高了，但目前一倍的放量说明多空分歧还是挺大的，最终估计要在400附近横盘一段时间才能明确方向吧

特斯拉财报公布！股价能否企稳？

盘后绩后，特斯拉一度跳涨4%、但此后转跌超2%。Q1特斯拉总营收和汽车业务收入均同比增16%，称欧洲和北美的汽车需求反弹；能源业务收入由增转降12%；服务收入加速增长42%，付费Robotaxi里程环比接近翻倍；毛利率不降反升至21%，创三年新高；资本支出较预期低四成，对SpaceX股权投资20亿美元。【大家觉得特斯拉股价近期能否企稳？现在你的操作策略是？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

lolmei
04-20
lolmei
确实尴尬，400附近还得磨一磨。

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