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GGBOOM99
关键影响因素
• 有利因素：交付量已经超预期（486,532辆），如果平均售价（ASP）和毛利率表现不差，有机会略超。
• 不利因素：Q2利润率已经明显承压，资本开支高企，市场对汽车毛利率（尤其是排除监管积分后）仍较谨慎，分析师近期也有下修预期。
Tesla（TSLA）本季度财报会超预期吗？-4.34%
PositionNo | 872.51 shares
Current PnL-8.73 xp
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