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二季度交付超预期 特斯拉产业链或迎新机遇

JRJ Finance ·  Jul 4 07:44

受隔夜特斯拉股价大涨提振，7月3日A股相关产业链概念股普涨，其中龙头凯中精密涨幅超过5%，世运电路、赣锋锂业、宁德时代等跟涨。分析人士表示，特斯拉交付量虽然连续两个季度同比下滑，但仍超出分析师此前预期，从而极大提振了市场情绪。2024年恰逢特斯拉两轮车型周期之间的过渡期，可谓战略性布局其产业链的良机。

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