特斯拉 - 三季度交付量强劲超预期
2025-10-09 02:00
October 2, 2025 01:53 PM GMT Tesla Inc | North America Strong 3Q Delivery Beat Tesla 3Q deliveries (497k) beat sell side consensus expectations (443k) by 12% and came in at the high end of the buy side expectation range (450k-500k), likely driven by a demand pull-forward ahead of the expiry of EV consumer tax credits (Sep 30th) – 3Q results marked the first y/y increase in deliveries this year. ESS deployments also came in higher vs. expectations. | Bull Case | | | --- | --- | | Tesla Auto (Core) | $130 7 m ...