Andrew Lu on global Semi/Techs (@andrewhclu): "別以為特斯拉股價暴跌是因為電動車出貨低於市場預期，其實強趨勢的能源存儲業務需求的大幅下滑應該才是修正的主因。"

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Andrew Lu on global Semi/Techs

7d

Andrew Lu on global semis and techs

別以為特斯拉股價暴跌是因為電動車出貨低於市場預期，其實強趨勢的能源存儲業務需求的大幅下滑應該才是修正的主因。

Andrew Lu on global semis and techs

Correction on Tesla largely caused by 35-40% miss on 1Q26 energy storage deployment

Apr 2

at

11:35 PM

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