汽车行业点评报告:特斯拉股价大涨点评

招商证券股份有...
Sep 16

特斯拉股价在9 月11 日-12 日分别大涨6.04%和7.36%,我们分析如下。事件:特斯拉股价在9 月11 日-12 日分别大涨6.04%和7.36%,市值达到1.28 万亿美元。点评:1)这两天内并没有发生足够强的事件催化,更像是多头逻辑理顺之后的自然加速。也可理解为纳指大牛背景下的补涨,同时特斯拉近期基本面的边际趋势支持它做补涨。2)业务梳理:a)汽车:对冲基金在集中上修Q3 交付预期,...

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