TSLA · 特斯拉 (Tesla)

TSLA — 带来源的观点和研究笔记,按原话记录。不是投资建议。

过去 14 天内已发表研究对 TSLA 说了什么

在此窗口内,没有任何被追踪的研究机构把 TSLA 作为文章的主要标的。

每一行都是一个带日期的事实:某个具名来源对 TSLA 表达了一个方向。若研究机构转述的是某券商的评级变动,原始发声方列在“经由”一列。这些都不是 Quant Data 的推荐;记录下来,是为了日后能对照价格实际走势加以检验。

日期	研究机构	经由	表态	表态内容
2026-10-22	James Bulltard	author's own account	看多	Sold 100 December $370 puts for $15.03, establishing a merger arbitrage position with a cost basis of approximately $355.
2026-09-11	TMT Breakout	Morgan Stanley	看多	Raised bull-case price target from $820 to $840 on autonomous Semi-truck software economics; base-case Equal-Weight $400 unchanged.
2026-09-04	TMT Breakout	Wells Fargo	看空	Maintained Underweight on Tesla with a $130 price target after the Cybercab event, citing a small Austin robotaxi fleet of about 45 vehicles.
2026-09-02	TMT Breakout	Morgan Stanley	中性	Equalweight maintained, price target $400, ahead of the September 3 Cybercab event.

2026年10月23日 — Ten research notes from nine publishers: Tech earnings anxiety triggers market rotation to defensive sectors, while Amazon's Trainium3 and Microsoft's Copilot show structural progress
2026年10月22日 — Eight research pieces from five publishers: Tech and AI infrastructure face liquidation, Meta's funding plans spark concern, and Western Digital beats expectations
2026年10月16日 — Five pieces and five publishers: Macro Charts flags a major turn in rates and precious metals, Capital Wars monitors Bitcoin liquidity, and Damnang explores Meta's AI advertising shift
2026年9月11日 — Eight notes, seven publishers: Oracle's OCI beat and Nvidia's ballooning off-balance-sheet guarantees headline a day of AI-infrastructure stress-testing
2026年9月4日 — Seven publishers, seven pieces: Damnang's optical re-rating map, Capital Wars on Treasury QE, Samsara's beat-and-raise, and a Marvell plasmonics tripwire list
2026年9月2日 — Four pieces from three publishers: Snowflake's clean beat, Broadcom's underwhelming AI guide, and a bifurcated earnings wrap from Dell, MongoDB, GitLab and Palo Alto

带来源的观点和研究笔记,按原话记录。不是投资建议。