谢嘉琪 Jiaqi (@XieJackie) “假设特斯拉Q2，交付真按“数车大神”Troy预估的466,000辆，那股价估计要炸裂一波。虽然” — TopicDigg
谢嘉琪 Jiaqi
@XieJackie
软件工程师
特斯拉股票深度研究
吃透马斯克言论，预判股价走向
加入 May 2012
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假设特斯拉Q2，交付真按“数车大神”Troy预估的466,000辆，那股价估计要炸裂一波。虽然长期投资者都知道特斯拉的价值在于AI，但市场仍然特别喜欢看交付。
@TSLAFanMtl 一向估得也挺准，他把交付预期从44.5万下调到了43万，因为6月欧洲交付偏弱。但他认为有较大可能超出他预期。🚀
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Hi everyone. Here are my Tesla delivery estimates for Q2 2026. The gap between my estimate and the analyst consensus is unusually large this time.
• My estimate: 466,000
• Analyst consensus: 406,024 (based on Tesla's survey of 22 analysts, known as the Company-Compiled Consensus, published on June 26)
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