TSLA 相当于一份押注 SpaceX 未来的看涨期权，建议同时持有两者。
逐段跳播
Nvidia 下跌 9%，Micron Memory 下跌 11%，涨得快，跌得也快。Broadcom 下跌 7%，Amazon 下跌 3%，Tesla 仅小幅上涨，Google 上涨 2%，Microsoft 上涨 1%，Apple 上涨 4%。
Nvidia down 9%, Micron Memory down 11%, it goes up fast, falls down fast, too. Broadcoms down 7%, Amazon down 3%, Tesla up only a fraction, Google up 2%, Microsoft 1%, Apple 4%.
记住，人形机器人有三件关键的事：大脑、手，以及规模化制造。而在这些方面，我们大概知道谁会胜出。事实上，我在 6 月就分享过，我听到传言说 Optimus 将于 2026 年 9 月进入规模化生产，就像 Tesla 半挂卡车一样。
这两个传言显然都已变得非常真实，所以我的消息来源是可靠的。
And remember, there's three things that matter in a humanoid robot. The brain, the hands, and the manufacturing at scale. And we know who'll probably win in those regards. In fact, I did share back in June that I heard rumors that uh Optimus is going into scale production in September 2026, just like the Tesla semi-truck is.
Both have apparently become very true rumors as well, so my source is good.
但这是一篇来自中国机器人媒体的近期文章，我看不懂，但要感谢 Ming 的分享，文章声称 Tesla 的 Optimus V3 试产线每天组装数十台。可能是 24 台，可能是 36 台，可能是 50 台，我们不知道。但他们肯定在加速推进这件事。
But this is a recent article from a Chinese robot publisher, which I can't read, but shout out to Ming for sharing, claiming that Tesla's Optimus V3 trial production line is assembling several dozen units per day.
That could be 24, that could be 36, that could be 50, we don't know. But they are definitely ramping this puppy.
事实上，另一个能看出他们如何加速推进的角度，就是这份 Optimus 手部相关所有新岗位的清单。再次强调，这对 Tesla 极其重要。看看其中一些地点，Palo Alto 有手部维修岗位，还有另一个手部维修下午班岗位，手部机器人机械设计，Palo Alto 2 手部开发工程师，Optimus 手部产线负责人 Palo Alto，手部发布，上面写着手部工艺开发、物料搬运、系统验证，我的意思是，还有更多更多，所有这些岗位都是刚刚发布的，这告诉你，手部显然非常重要，你完全看不到任何与脚部相关的内容。
In fact, another view of how they are ramping it too is this the list of all the new job roles for the Optimus hands. Again, this is so important to Tesla. If you look at some of these places, you got hand repair in Palo Alto.
Another hand repair afternoon shift robotic mechanical design for the hand. Palo Alto 2 development engineer hand. Optimus hands line lead Palo Alto hands launch it says hands process development material handling uh system validate I mean it's on and on and on all these jobs were just listed and that tells you that obviously the hand is very important you don't see anything around about the feet at all
所以，再次把 Tesla 股票视为一份关于 SpaceX 未来的看涨期权。但在这种时候，把两者都配置起来也是好的。
So again consider your Tesla stock a call option on the future of SpaceX. But it's good to stack both as well at these times.
现在说到 Tesla 和 SpaceX 2，Terrafab 的建设让 Joe Tegmire 大为震撼。这一先进制造扩建推进得极快，这座工厂的规模将令人难以置信，因为物理 AI 的需求是惊人的。
封装、能源等等。这是 Tesla 在为所有即将到来的汽车、所有机器人以及太空中的数据中心所需的全部芯片，做打基础的那一层。这一切发生得非常快。所以，除了也许中国人之外，没有人能像 Tesla 这样快速地建工厂。
Now speaking of Tesla and SpaceX 2, the Terrafab construction has blown Joe Tegmire away. it. This is the advanced manufacturing buildout is moving incredibly fast and the amount of scale of this factory is going to be incredible because physical AI needs are incredible.
Packaging, energy, etc. This is Tesla doing the pick and shovel layer for building all of the chips they need for all of the cars and all of the robots that are coming and the data centers in space.
This is happening very fast. So, nobody builds factories except for maybe the Chinese as quickly as Tesla.
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 11 条判断，这里只列相邻的几条。