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$SpaceX(SPCX)$ 最怕是美国版本的让梦想窒息

特斯拉（TSLA）今日上涨2.53%、报$379，今晚（周三盘后）将发布Q2业绩。市场整体预期第二季度营收262.85亿美元、同比增长16.9%，每股收益0.31美元、较Q1大幅回升140%。特斯拉Q2股价已反弹13.14%，部分反映了油价上涨与欧洲汽车销量激增的利好。但市场最担忧的仍是其利润率持续下滑，此外Robotaxi扩张、储能与具身智能等AI进展也是关注焦点。当市场把标尺从交付量换成利润率，特斯拉这份财报能否带来新惊喜、股价能否迎来反弹？

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