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Posts以科技领衔的美股进入基本面决定股价涨跌幅的阶段。$ 特斯拉.US 在绝对悲观预期之上释放的边际改善信息，包括便宜车的时间提前（8 月 8 日公布具体信息）、FSD 更新带来的一次性收入提振汽车业务、今年销量会比去年高等等，让特斯拉又来了一次股价上的绝地反击。
但特斯拉目前短期需求疲软持续降价的事实不变、库存高企的事实也没变，汽车毛利率也会持续存在压力，当前真正的股价上升空间主要还是来自于 FSD 过完试用期之后的续订率到底有多高。
整体上海豚君认为走完空头回补行情 + 预期修整行情之后，特斯拉这次到底有多大的上行幅度，海豚君其实持怀疑态度。
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