故事线
Tesla 的行情从来不是一天天孤立的。这里把分散的新闻按主线串起来—— FSD 推送、Robotaxi 监管、交付节奏——每条线都是一部可以一直追下去的连续剧。
SpaceX申请750亿美元IPO每股135美元估值1.77万亿：马斯克核心资产上市对特斯拉投资者情绪影响分析
SpaceX shares surged significantly on their Nasdaq debut, adding concrete first-day trading performance data to the existing IPO narrative. This confirms strong market reception and positive sentiment around Musk-related assets.
美国对伊朗发动军事打击：地缘政治风险升温导致股指期货下滑与科技股短期下行压力分析
US equities are now rising intraday as SpaceX's blockbuster market debut and US-Iran deal prospects shift sentiment from risk-off to risk-on, representing a meaningful reversal from the earlier geopolitical-driven selloff. This adds new price action and deal diplomacy developments to the existing Iran geopolitical thread.
美国清洁能源装机容量可为8000万户家庭供电：太阳能与储能管道持续增长对特斯拉能源业务间接影响分析
Cypress Creek Energy has secured $3.5 billion in financing for one of the largest solar-plus-storage projects in the US, located in Arkansas. This adds a concrete large-scale project financing milestone to the ongoing US solar and storage pipeline growth narrative.
华尔街再创历史新高但贸易紧张与伊朗局势僵局威胁AI交易热情：宏观市场情绪分析
Tom Lee of Fundstrat argues the bull market narrative remains intact despite recent volatility, providing a contrarian bullish macro sentiment perspective. This adds a notable analyst voice to the ongoing macro market sentiment thread without introducing materially new data.
科技股估值过高预期是市场最大近期风险：CIO宏观警告与科技股波动性分析
The tech selloff is now spreading to Asian markets with chip-heavy indices bearing the brunt, while Iran tensions are pushing oil prices higher and adding additional pressure on tech stocks including Tesla. This extends the ongoing tech/AI selloff narrative with a new geographic dimension (Asia) and a new macro catalyst (Iran/oil prices).
日本TOYO在德克萨斯州投资3.57亿美元建设HJT太阳能电池工厂：美国清洁能源制造业扩张与对特斯拉能源业务生态间接影响分析
Qcells' Cartersville, Georgia factory has now added on-site solar cell fabrication, achieving full vertical Made-in-USA integration — a new milestone update to the existing US solar manufacturing expansion story tracked under Thread #803.
主线一有新进展，第一时间推给你
跨天叙事的每一步更新，跟着 T哥 一起追。