今日A股缩量上涨，背_老虎社区_美港股上老虎

今日A股缩量上涨，背后有是靠科技股支撑的原因，如果不是金融周期这边压制盘面，今日会涨的更加美丽，更加漂亮；或许想要涨的更好，要推迟至明天周三了，期待明天A股会迎来集体普涨。因此，对于明天周三行情要乐观，机会在于中小题材股的超跌反弹机会，以及金融周期阶段性机会，但必须要注意涨高后的科技股回调风险，永远记住高处不胜寒

Burry做空特斯拉，明日Q2交付能否化解空头压力？

特斯拉今日涨2.13%，两则重磅信号交叠：Michael Burry正式披露做空TSLA头寸，理由是Q2交付数据"高预期存疑"；同时公司宣布从英特尔挖角资深工程师主导Terafab超级工厂项目，显示制造业务提速意图。Q2交付数据明日（7月2日）公布，$400-$420是近期整数关口密集区，任何低于预期的数字都将直接放大Burry空仓的杀伤力。Terafab人才入局代表长期制造业务加速，但短期能否抵消交付数据的冲击？

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