$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$

随着FSD v14 Lite 的推出，突然间 400 万辆 HW3 特斯拉在一夜之间升值了……现在拥有道路上最好的自动驾驶技术，比世界上任何非特斯拉车辆都要好。

这就是令人惊叹的工程学，只需要简单的软体更新，这就是特斯拉！

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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