TSLA 正处于大规模增长的早期阶段，这得益于其庞大的潜在市场（120万亿美元）以及难以复制的全球基础设施布局。
逐段跳播
例如，特斯拉的股价在IPO之后长期横盘不动。随后它垂直拉升。之后它又再次长期横盘，接下来还会再次垂直拉升。所以，我们得到了第二次机会。
For example, Tesla's stock remained flat for a long time after its IPO. Then it moved vertically. It has remained flat for a long time again, and will head vertically again . So, we get a second chance.
事实上，据称一个特斯拉团队目前正在中国当地，为“Optimus”人形机器人供应链争取最终批准。
In fact, it is claimed that a Tesla team is currently on the ground in China to obtain final approvals for the "Optimus" humanoid robot supply chain.
我投资特斯拉已经超过十年，但如果你看一些东西，特斯拉所瞄准的总可及市场（TAM）是极其庞大的。人形机器人、自动驾驶出租车、cybercab、软件服务、软件即服务（SaaS）收入、电动汽车、人工智能算力，以及储能。
所有这些东西都极其庞大。这是地球上最大的可及市场。如果把特斯拉今天所有可及的市场加起来，它们将达到120万亿美元，大致相当于全球GDP的规模。我知道这看起来不合逻辑，但这正是S曲线的本质。
这就是指数级增长。他们所拥有的是竞争性的“护城河”。他们具备垂直整合，并且存在于所有领先的“S”曲线之中。就是这样。
I have been investing in Tesla for over a decade, but if you look at some things, the total available market (TAM) that Tesla is targeting is enormous . Well, humanoid robots, self-driving taxis , cybercabs, software services, Software as a Service (SaaS) revenue, electric vehicles, artificial intelligence computing, and energy storage.
All of these things are enormous. It is the largest market available on the planet. If you add up all the markets available to Tesla today, they would amount to $120 trillion, which is roughly equivalent to the size of the global GDP.
I know this doesn't seem logical, but this is the essence of the S-curve. This is the exponential. What they possess is a competitive "trench" . They have vertical integration and are present in all leading "S" curves . That's all.
特斯拉的巨型工厂和锂工厂等等。
Tesla's giant factories and lithium plants, etc.
这一切都关乎特斯拉正在进行的建设工作。这张图抵得上一百万个字，而不只是一千个字。再说一次，不可能与世界各地同时进行的所有这些建设项目竞争。从上海到柏林，再到整个得克萨斯和纽约，你能想到的地方都有。
从锂精炼厂到巨型工厂，其中有三座。TerraFab工厂即将到来。这太疯狂了。没有人能够赶上这种程度的建设或建造。没有人。没有人。这就是为什么我们处于早期阶段，一个非常早期的阶段，这也令人害怕。
It was all about the construction work that Tesla is doing. This picture is worth a million words, not just a thousand. Again, it is impossible to compete with all these construction projects taking place around the world at the same time.
From Shanghai to Berlin to all over Texas and New York, you name it . You know, from lithium refineries to huge factories, three of them. TerraFab factory is coming. It's crazy.
No one will be able to catch up to this level of construction or building. no one. no one. That's why we're at an early stage, a very early stage, which is also scary.
经典的特斯拉、SpaceX、Palantir，以及那些最被憎恨的资产，都是如此。但是，要去了解未来业务线的未来增长和盈利能力。例如，完全自动驾驶（FSD）收入、净利润率、净利润。
现在，他们卖出的汽车中有55%是带FSD系统售出的。这很重要。
This is the case with classic Tesla, SpaceX, Palantir , and the most hated assets. However, learn about future growth and profitability of future business lines . Full Self-Driving (FSD) revenue, for example, net profit margin , net profit.
Now, 55% of the cars they sell are sold with the FSD system. This is important.
例如，今年所有个人投资者都在卖出特斯拉股票，而巨额资金却在流入。这向你说明了谁是对的。巨额资金是对的。就是这样。
For example, all individual investors sold Tesla shares this year, while huge sums of money came in . This shows you who is right. The huge sums of money are right. That 's it.
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 14 条判断，这里只列相邻的几条。