EPISODE · May 9, 2025 · 5 MIN
特斯拉在中国：牌还在打，但局势有些变了
from 左兜进右兜
每周六，周日复盘美股技术及宏观。了解更多财经信息，研报信息，交易逻辑，如内容引起您的共鸣，请订阅我们，以支持我们继续分析创作，谢谢你。今天分享一份高盛发布于2025年5月5日的研报《Tesla Inc. (TSLA): Spotlight on China》作者： Mark Delaney, CFA; Dan Duggan, Ph.D.; Will Bryant; Aman Gupta (高盛全球投资研究)特斯拉和中国市场的关系越来越微妙，FSD全球铺设的宏图大计之下，特斯拉中国故事的下一章，变得比以往任何时候都更加复杂。本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识付费圈子，《图说市场美股圈》在小宇宙查看该单集文稿
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特斯拉在中国：牌还在打，但局势有些变了
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