$TSLA

特斯拉的未来增长受到Cybercab和Semi的高需求以及全球FSD快速采用的支撑,超过了负面情绪的影响。

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InvestAnswers发布 2026-09-08 · 7 段内容
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3:0230:19

但大型卡车必须使用柴油,直到特斯拉Semi推出,它大约在10天后也会发布。所以,这对特斯拉的电动卡车来说是另一个利好。而且,是的,他们已经从我这里卖出了1800辆。每辆成本在30万、40万、50万美元之间。

But big trucks have to run on diesel until Tesla Semi, which is launching in about 10 days as well. So, this is another tailwind for the electric truck from Tesla. And yes, they've already sold from my account 1,800 of them already. And the cost of 300, 400, $500,000 a pop.

苹果持平,特斯拉上涨1.4%。没什么大变化。

Apple flat, Tesla up 1.4%. Not much there.

说到特斯拉,向我们在欧洲的朋友们打个招呼,我知道这里有来自丹麦的观众。我看到你们了。还有荷兰、比利时、西班牙,以及斯洛文尼亚。我知道我们也有西班牙人,他们希望在西班牙有FSD,但还没有。

但有趣的是,东欧正在尽快采用FSD。立陶宛、爱沙尼亚、斯洛文尼亚、丹麦、荷兰和比利时都已批准,起初缓慢,然后所有人都会采用。

Speaking of Tesla, and shout out to our friends in Europe, I know there's people watching here from Denmark. I see you out there. And Netherlands, Belgium, Spain, too, Slovenia. I know we've got Spanish people there, too, that wish they had FSD in Spain, but not yet. But it's interesting, Eastern Europe is adopting FSD as quickly as they can. Lithuania, Estonia, Slovenia and Denmark, Netherlands and Belgium all have approved it as well slowly at first and then everybody will do it.

这是Rob,他在奥斯汀试驾了Cybercab。他在德国,希望它来到欧洲。也有很多讨论说日本人想把Cybercab带到日本,用来接送他们的民众,因为没有人再当出租车司机了,而且他们非常技术前沿,想要自动驾驶汽车。

This is Rob who tried a cyber cab in Austin. He's in Germany and he wants it to come to Europe. There's lots of talk as well the Japanese want to bring cyber cabs to Japan to help shuttle their people around because nobody is a cab driver anymore and they are very tech forward and they want autonomous vehicles.

我相信特斯拉生产的每一辆这样的车都会卖出去,他们今天又在得克萨斯州奥斯汀的工厂生产了50辆。他们会卖掉每一辆,因为他们可以运到日本,投入车队在四个主要城市接送乘客,或者卖给像我这样的美国零售客户。

我们可以运营自己的小型私人车队,或者他们可以将其投入自己的车队。在这么多国家有如此多的选择,真是疯狂。

I believe Tesla every single one of these things they'll spit out and they're spitting out another 50 of them today made in the factory in Austin, Texas. They'll sell everyone because they can ship them to Japan, put them into a fleet to shuttle people around across the four major cities, or they can sell them to retail people like myself in the United States. We can run our own little private fleets, or they can put them into their own fleets. There's so much optionality out there across so many countries, it's crazy.

所以,忽略所有的FUD。这是一项非常特别的技术,基本上是一个装在四个大轮胎上的机器人。现在人们担心Cybercab是新的,没有经过最新FSD的训练。但它已经使用神经网络进行了16000次寿命的训练,它从不睡觉,从不疲倦,从不眨眼。

有一堆摄像头,我记不清了,16个摄像头同时工作。埃隆说:“从这里开始会变得更好。它已经……”

So, ignore all the FUD, guys. This is a very special piece of technology and it's basically a robot on four tires which are quite big. Now people worry that Cybercap is new. It's not trained on the latest FSD etc. Well, it has done 16,000 lifetimes of training already uh using the neural network and it has it never sleeps, never gets tired, never blinks. Whole bunch of cameras I can't remember 16 cameras all at once. And Elon said, "It's going to get a lot better from here. It's already

Cybertruck现在每年为我行驶超过22000英里,因为它开起来太愉快了。

Cybertruck now does over 22,000 miles a year for me because it's such a pleasure to drive.

这个频道对 $TSLA 的历次判断

InvestAnswers 在这只股票上共 8 条判断,这里只列相邻的几条。

2026-09-08看涨本条
但大型卡车必须使用柴油,直到特斯拉Semi推出,它大约在10天后也会发布。所以,这对特斯拉的电动卡车来说是另一个利好。而且,是的,他们已经从我这里卖出了1800辆。每辆成本在30万、40万、50万美元之间。
2026-09-06看涨
所以,如果你持有像特斯拉这样的高贝塔资产,而股市下跌5%,特斯拉将下跌10%。
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