<p>一位特斯拉空头正在改变他的看法，因公司股票在过去一个月持续上涨而转为看涨，原因有二。</p>
<p>特斯拉股票的著名怀疑者丹·内森表示，他正在改变对该公司股票的看法，至少在短期内是这样，因为他认为 “技术面和市场情绪” 都在向好，认为公司在第三季度有望表现强劲，同时投资故事也将逐渐脱离其汽车业务。</p>
<p>“从交易的角度来看，这看起来非常有趣，” 内森说，他提到许多强劲的迹象，比如维持在 200 日移动平均线之上，并在阻力位上保持稳定。</p>
<p>他还表示，随着季度末的临近，股票的反弹可能会持续，尤其是 7500 美元的电动车税收抵免将在本月底结束。</p>
<p>话虽如此，他认为第三季度交付的共识 “可能偏低”，因为他认为华尔街可能低估了特斯拉在 10 月 1 日或 2 日公布季度数据时的表现。</p>
<blockquote>
<p>特斯拉空头丹·内森对特斯拉$TSLA 股票的看法发生了变化，提到 “技术面和市场情绪”</p>
<p>pic.twitter.com/QNNNsjljZL</p>
<p>— TESLARATI (@Teslarati) 2025 年 9 月 12 日</p>
</blockquote>
<p>特斯拉股票今天已经上涨超过 5%，在过去五个交易日中涨幅超过 9%，在过去一个月中涨幅超过 14%。</p>
<p>虽然一些分析师关注其他 “魔法七” 股票的表现、联邦储备的利率变动以及其他更广泛的市场因素来解释特斯拉的强劲表现，但似乎一些变动可能与公司的最新进展有关。</p>
<p>在过去一周，特斯拉在其 Robotaxi 项目上取得了一些进展，包括获得在内华达州测试该平台的新许可证，我们对此进行了报道。</p>
<blockquote>
<p>特斯拉在新州获得 Robotaxi 测试的监管绿灯</p>
</blockquote>
<p>此外，随着电动车税收抵免的结束，公司正迎来一波热潮，整体来看，新车和二手车的库存都极为紧张。目前许多市场没有可供购买的车辆，使得在 9 月 30 日前交付变得极为困难。</p>
<p>然而，国税局对指导方针进行了一些调整，具体内容可以在这里查看：</p>
<blockquote>
<p>特斯拉在国税局调整电动车税收抵免规则后将大获其利</p>
</blockquote>
<p>特斯拉股票在东海岸时间上午 10:56 的交易价格约为 389 美元。</p>
<p>这篇文章的标题为《特斯拉空头因股票持续上涨而转为看涨，原因有二》，首次发布在 TESLARATI 上。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉的空头丹·内森（Dan Nathan）因积极的技术指标和市场情绪转而看好特斯拉的股票，预计第三季度表现强劲。他指出，股票在 200 日移动平均线和阻力位上的韧性。今天特斯拉股价上涨超过 5%，过去一个月上涨 14%，内森认为华尔街对第三季度交付的预估偏低。7500 美元的电动车税收抵免结束以及特斯拉 Robotaxi 项目的最新进展正在推动股票的上涨势头</p>

<p>A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.</p>
<div class="lb-trans"><p>一位特斯拉空头正在改变他的看法，因公司股票在过去一个月持续上涨而转为看涨，原因有二。</p>
</div><p>Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.</p>
<div class="lb-trans"><p>特斯拉股票的著名怀疑者丹·内森表示，他正在改变对该公司股票的看法，至少在短期内是这样，因为他认为 “技术面和市场情绪” 都在向好，认为公司在第三季度有望表现强劲，同时投资故事也将逐渐脱离其汽车业务。</p>
</div><p>“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.</p>
<div class="lb-trans"><p>“从交易的角度来看，这看起来非常有趣，” 内森说，他提到许多强劲的迹象，比如维持在 200 日移动平均线之上，并在阻力位上保持稳定。</p>
</div><p>He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.</p>
<div class="lb-trans"><p>他还表示，随着季度末的临近，股票的反弹可能会持续，尤其是 7500 美元的电动车税收抵免将在本月底结束。</p>
</div><p>With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.</p>
<div class="lb-trans"><p>话虽如此，他认为第三季度交付的共识 “可能偏低”，因为他认为华尔街可能低估了特斯拉在 10 月 1 日或 2 日公布季度数据时的表现。</p>
</div><blockquote>
<p>Tesla bear Dan Nathan has flipped his script on Tesla $TSLA shares, citing “technicals and sentiment”</p>
<p>pic.twitter.com/QNNNsjljZL</p>
<p>— TESLARATI (@Teslarati) September 12, 2025</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>特斯拉空头丹·内森对特斯拉$TSLA 股票的看法发生了变化，提到 “技术面和市场情绪”</p>
<p>pic.twitter.com/QNNNsjljZL</p>
<p>— TESLARATI (@Teslarati) 2025 年 9 月 12 日</p>
</blockquote>
</div><p>Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.</p>
<div class="lb-trans"><p>特斯拉股票今天已经上涨超过 5%，在过去五个交易日中涨幅超过 9%，在过去一个月中涨幅超过 14%。</p>
</div><p>While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.</p>
<div class="lb-trans"><p>虽然一些分析师关注其他 “魔法七” 股票的表现、联邦储备的利率变动以及其他更广泛的市场因素来解释特斯拉的强劲表现，但似乎一些变动可能与公司的最新进展有关。</p>
</div><p>Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.</p>
<div class="lb-trans"><p>在过去一周，特斯拉在其 Robotaxi 项目上取得了一些进展，包括获得在内华达州测试该平台的新许可证，我们对此进行了报道。</p>
</div><blockquote>
<p>Tesla lands regulatory green light for Robotaxi testing in new state</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>特斯拉在新州获得 Robotaxi 测试的监管绿灯</p>
</blockquote>
</div><p>Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.</p>
<div class="lb-trans"><p>此外，随着电动车税收抵免的结束，公司正迎来一波热潮，整体来看，新车和二手车的库存都极为紧张。目前许多市场没有可供购买的车辆，使得在 9 月 30 日前交付变得极为困难。</p>
</div><p>However, there has been some adjustments to the guidelines by the IRS, which can be read here:</p>
<div class="lb-trans"><p>然而，国税局对指导方针进行了一些调整，具体内容可以在这里查看：</p>
</div><blockquote>
<p>Tesla set to win big after IRS adjusts EV tax credit rules</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>特斯拉在国税局调整电动车税收抵免规则后将大获其利</p>
</blockquote>
</div><p>Tesla is trading at around $389 at 10:56 a.m. on the East Coast.</p>
<div class="lb-trans"><p>特斯拉股票在东海岸时间上午 10:56 的交易价格约为 389 美元。</p>
</div><p>The post Tesla bear turns bullish for two reasons as stock continues boost appeared first on TESLARATI.</p>
<div class="lb-trans"><p>这篇文章的标题为《特斯拉空头因股票持续上涨而转为看涨，原因有二》，首次发布在 TESLARATI 上。</p>
</div>

Tesla bear turns bullish for two reasons as stock continues boost

- 特斯拉股价在过去一个月持续上涨，分析师 Dan Nathan 转为看涨。  
- 他认为公司第三季度表现强劲，且投资故事将逐渐偏离汽车业务。  
- 特斯拉股价已上涨超过五个百分点，Robotaxi 项目也取得进展。  

由于股票持续上涨，特斯拉的空头因两个原因转为看涨