撰文|观车君2025 年三季度,特斯拉又给市场扔了颗 “矛盾弹”。财报里净利润同比砸跌 36.5%,但总营收、汽车/储能/服务收入全超预期,毛利率还创了四个季度新高。股价这边也开始走跌,不是业绩不行,是投资者心里犯嘀咕:这亮眼能撑多久?赚钱能力掉得也太快了?细看观车君发现,这份看似矛盾的财报中,隐藏着特斯拉一场蓄谋已久的战略转型——马斯克正在用短期利润,置换长期生态的构建权。这场豪赌若成功,特斯拉...
Source Link撰文|观车君2025 年三季度,特斯拉又给市场扔了颗 “矛盾弹”。财报里净利润同比砸跌 36.5%,但总营收、汽车/储能/服务收入全超预期,毛利率还创了四个季度新高。股价这边也开始走跌,不是业绩不行,是投资者心里犯嘀咕:这亮眼能撑多久?赚钱能力掉得也太快了?细看观车君发现,这份看似矛盾的财报中,隐藏着特斯拉一场蓄谋已久的战略转型——马斯克正在用短期利润,置换长期生态的构建权。这场豪赌若成功,特斯拉...
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