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黑豹观察室Panther View
$TSLA $XTSLA #巴克莱推演SpaceX收购特斯拉方案 储能部署增加，就能托住利润吗？
2026Q3储能实际部署13.7GWh，低于此前15.9GWh的市场预期。部署量不等于利润，接下来要看能源分部毛利与回款；若毛利和现金持续改善，才更能托住集团业绩。
Tesla（TSLA）本季度财报会超预期吗？6.7M vol
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