$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

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xtcliff2024
06-10 11:33

$特斯拉(TSLA)$

后续半导体产业链面临三重压力：

通胀引发的美联储加息概率提升+token的投入产出比受质疑+Spacex马上到来的IPO抽血，这三重压力会让半导体产业链阶段性回调，可能回调的幅度还不小（-30%+）

其中特斯拉，ARM应该是首当其冲的两家公司，

两者估值大部分还建立在故事上而非订单上.

token部分对ARM影响更多，SpaceX部分对特斯拉影响更多

继续看空到370，如果Spacex上市火爆，引发资金追捧，可能还可以继续看空到350，甚至更下，本质还是估值太高，兑现太远

后续等市场相对平稳，Spacex与特斯拉合并的新闻再次起势，特斯拉还有回调机会

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