$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 要确认走势，得先看到 425.70 美元。

特斯拉将于本周三（7/22）盘后公布Q2财报，市场焦点在交付与毛利率能否止住下滑，以及Robotaxi、Optimus等新叙事的兑现节奏。华尔街对纯汽车业务预期偏谨慎，多头则押注FSD与机器人打开第二增长曲线；Musk近期高调押注AI与机器人，Fremont旁新设机器人训练中心亦被解读为信号。监管与量产落地仍是最大变数。这份财报会重燃增长故事，还是坐实"车厂估值"担忧？

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