特斯拉概念表現強勢！SpaceX火箭上天持續釋放利好
在隔夜美股小幅收漲之下，特斯拉漲勢顯著，大漲7.56%，收於898.10美元。
值得注意的是，在全球汽車製造商中，目前其總市值已達到1665億美元,僅次於日本豐田(2063億美元)。
來源於：Wind
而受此間接利好影響，6月2日，特斯拉概念繼續爆發，其中，德聯集團漲停，銀輪股份、藍思科技、華達科技、安潔科技等大幅跟漲。
來源於：Wind
顯然，支撐特斯拉以及其概念板塊的強勢還是來自於31日馬斯克的SpaceX公司龍飛船搭載兩名美國宇航員發射成功這一消息利好。
而這一為之振奮的消息也使得市場對馬斯克的信心有所恢復，進而也為其汽車事業的發展帶來積極的協同作用。
“SpaceX上週末成功發射載人航天船前往國際空間站，對特斯拉，乃至太空經濟都有“重大”影響...這次成功的發射增加了CEO馬斯克的可信度。”——摩根士丹利分析師Adam Jonas
與此同時，業內普遍繼續對特斯拉的產能釋放以及後期銷量抱有樂觀預期，而這也將繼續帶動其業績不斷向好。
中銀國際證券指出，5月前兩週汽車零售與批發銷量回暖，上海、天津等地出台汽車刺激政策，隨着疫情好轉和各地利好政策落地，車市將繼續回暖。其中。特斯拉上海工廠二期年底完工，明年一季度將下線Model Y繼續拉動銷量高速增長，並計劃2020年在中國佈局4,000+個超級充電提高消費者使用便利性，特斯拉配套產業鏈有望大幅受益，建議關注國產配套單車價值量較高、業績彈性較大的配套企業。
華寶證券最新研報顯示，特斯拉Model3持續降價，國內工廠接近滿產看好特斯拉國內銷量持續放量；補貼新政取消能量密度要求，多地出台公共交通電動化支持政策，且配套磷酸鐵鋰特斯拉有望下半年發佈，看好磷酸鐵鋰電池有望2020年實現高增長。建議關注特斯拉產業鏈、磷酸鐵鋰電池產業鏈以及佈局海外供應鏈的相關產業鏈企業。
華西證券認為，可抓住四條主線投資佈局特斯拉產業鏈：1.動力電池及產業鏈：中國動力電池產業鏈完備，寧德時代（300750.SZ）等龍頭企業已具備全球競爭力；2.特斯拉國產化單車配套價值量較高的供應商，此類公司拓產品、拓客户能力強，進入特斯拉產業鏈後ASP和技術水平有望不斷提升；3.細分領域具備全球競爭力的供應商。
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