This article is machine translated
Show original
Tesla has always been a favorite company of mine and a key long-term investment, especially after the August launch of the Model YL in China. We saw this as a good opportunity to add to our holdings (as indicated in the tweet). The stock price was around 300 at the time, and it subsequently experienced a sharp upward trend. Furthermore, China will soon be seeing the introduction of the new European-spec 5M battery, which will boast a range exceeding 700 kilometers, creating a new growth opportunity.

麦通MSX
@MSX_CN
10-23
🚀 麦通 MSX研究院|特斯拉 Q3:营收亮了,为何情绪转冷?
🔥 营收胜预期、现金创高,但利润“掉链子”,盘后却回落——到底哪一环出了戏剧性反转?
叙事vs算账:电话会上抛出机器人/储能等长期蓝图,但对短期盈利与指引更克制——市场选择先算账、后听故事。
👉 完整拆解:https://msx.com/notice-center-detail/announcee882948c…



Sector:
From Twitter
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments
Share
Relevant content




