特斯拉第三季度表现强劲,但需警惕第四季度的下滑

美股研究社
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【如需和我们交流可扫码添加进社群】特斯拉(NASDAQ: TSLA)周四公布了第三季度的交付数据,成绩确实不错,超出了市场预期。不过这背后很可能是“透支”效应造成的——美国政府的7500美元购车税收抵免在9月底到期,很多消费者赶在优惠截止前下单,把原本该在四季度的销量提前到三季度完成。因此,四季度的表现大概率会明显走弱。虽然三季度亮眼的交付数据会让特斯拉当季的利润和现金流看起来更好,但整体来看,...

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