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朽木寒鸦
#特斯拉Q3汽车毛利率回升，自由现金流转正
395 做单的话=逆趋势*逆今日催化剂+止损贴脸，要空就等 405-410 滞涨或跌破 385 这两个结构信号，且意识到 Optimus 视频和 SpaceX 合并随时可能掀桌。
原因：
1.FOMC 周四 02:00：鹰派措辞会拖垮整个成长股/AI 叙事板块
2.Q3 交付量同比 -2%、营收微降——基本面确实撑不起这个价，但今晚的行情由流动性和叙事定价，估值兑现可以是几个月后的事。
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