$TSLA

特斯拉的产品策略(如Roadster)不清晰,且不太可能显著提振营收,但公司凭借不断增长的电动车销量维持着强势的市场地位。

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The Investor Channel发布 2026-09-18 · 6 段内容
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6 段内容
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转向 Tesla,本周以 361 开盘,Tesla 股价本周上涨约 1%,达到 364。这一背景是,负责监管交通安全的政府机构美国国家公路交通安全管理局(NHTSA)正在进行一项审计。

他们希望 Tesla 就“Cyber Cab”提供答复。鉴于像 Amazon 这样的公司已经获得许可,可以推出没有刹车或油门踏板的 Zoox 出租车,我认为 Tesla 在发布 Cyber Cab 时可能有些松懈。

不过,我想 Tesla 总能以某种方式克服这一障碍。他们有直到 9 月 30 日,大约两周左右的时间,就“Cyber Cab”的设计向美国国家公路交通安全管理局作出回应。我猜他们很可能会指出,这些车辆已经在运营,而且幸运的是,到目前为止还没有发生严重事故。

Turning to Tesla, the week began at 361, and Tesla shares rose by about 1% this week to reach 364. This comes as the National Highway Traffic Safety Administration (NHTSA), the government agency that oversees traffic safety, conducts an audit.

They want Tesla to provide answers about the "Cyber Cab". Given that a company like Amazon has obtained permits to launch Zoox taxis that have no brakes or accelerator pedal, I think Tesla may have been a little lax when it came to unveiling the Cyber Cab.

However, I suppose Tesla can somehow overcome this obstacle. They have until September 30, about two weeks or so, to respond to the National Highway Traffic Safety Administration regarding the design of the "Cyber Cab".

My guess is that they will probably point out the fact that these vehicles are already in operation and , fortunately, no serious accidents have occurred so far .

现在,公司计划发布下一代“Roadster”汽车。这一发布将在 10 月 1 日进行。而与此同时,公司却继续推出没人想买的车。CyberTrack 就是其中之一。而现在,我开的是一辆“Cyber Truck”。

我认为这是一款很棒的产品,但我不介意说它是一款精英车(前 1%),我这里说的并不是价格。它不是一款适合所有人的车。这款“roadster”车也会一样。所以,我对 Tesla 的战略并不太确定。

如果他们推出一款售价在 8 万到 9 万美元之间、外观正常的三排 SUV,它很可能会成为北美最畅销的十款车之一。但他们将推出这款双座 roadster,它更像是一款展示车,通常只有 Newport Beach 的居民才会开。

我这样说完全是出于尊重,我去过 Newport Beach,那里有很多好人,但没人会买这款 roadster。所以,我对这里的战略并不确定。它可能会获得很多关注,但从收入角度看不会带来多大改变。

Now, the company plans to unveil the next generation of the "Roadster" car. This revelation will take place on October 1st. While the company continues to release cars that no one wants to buy.

CyberTrack was one of them. And now, I drive a "Cyber Truck". I think it's a great product, but I don't mind saying it's an elite car ( top 1%), and I'm not really talking about the price here.

It's not a car suitable for everyone. This "roadster" car will be the same. So, I'm not really sure about Tesla's strategy. If they had introduced a three-row SUV priced at $80,000 to $90,000 with a normal appearance, it would likely have become one of the top 10 best-selling cars in North America.

But they will be introducing this two-seater roadster, which is more like a show car, usually only driven by residents of Newport Beach. I say this with all due respect, I have visited Newport Beach and there are many good people there, but no one will buy this roadster.

So , I'm not sure about the strategy here. It may get a lot of attention, but it won't change much in terms of revenue perspective.

如果他们推出一款售价在 8 万到 9 万美元之间、外观正常的三排 SUV,它很可能会成为北美最畅销的十款车之一。

If they had introduced a three- row SUV priced at $80,000 to $90,000 with a normal appearance, it would likely have become one of the top 10 best-selling cars in North America.

但他们将推出这款双座 roadster,它更像是一款展示车,通常只有 Newport Beach 的居民才会开。我这样说完全是出于尊重,我去过 Newport Beach,那里有很多好人,但没人会买这款 roadster。

所以,我对这里的战略并不确定。它可能会获得很多关注,但从收入角度看不会带来多大改变。

But they will be introducing this two- seater roadster, which is more like a show car, usually only driven by residents of Newport Beach. I say this with all due respect, I have visited Newport Beach and there are many good people there, but no one will buy this roadster.

So , I'm not sure about the strategy here. It may get a lot of attention, but it won't change much in terms of revenue perspective.

这一背景是,公司的电动汽车销量持续增长,而与此同时,Ford 和 General Motors 等竞争对手的销量却不多。截至 8 月,Tesla 占据了美国电动汽车销量的 52%,高于去年的 43%,因为竞争对手表现不佳,而特朗普政府放松了要求企业生产一定数量电动汽车的规定。

不过,我们将看看两年后管理层是否会发生变化,Tesla 仍然处于有利地位。

This comes as the company's sales of electric vehicles continue to grow, at a time when competitors such as Ford and General Motors are not selling many units. Tesla captured 52% of electric vehicle sales in America through August, up from 43% last year, as competitors faltered and the Trump administration relaxed rules requiring companies to produce a certain number of electric vehicles.

We'll see if management changes in two years, however, Tesla remains in a good position.

至于 Tesla,我的意思是,从技术上看它有点不同。它仍然遵循所有技术规则,但鉴于公司业务的性质及其成熟度,或许还有他们其他产品的前景,这只股票会更多地围绕其移动平均线波动。肯定比 Nvidia、Apple 或 Amazon 这样的公司波动更大。

目前,在 Tesla 进入下周之际,它仍低于其 200 日移动平均线。我希望看到它升破这一水平,但我不知道一款 roadster 是否能做到这一点。

As for Tesla, I mean it's a little different technically. It still follows all the technical rules, but given the nature of the company's business and its maturity, and perhaps the prospects of their other products, this stock will fluctuate around its moving averages a little more .

Certainly more than companies like Nvidia, Apple, or Amazon. Currently, it is still below its 200-day moving average as Tesla enters next week. I'd like to see it climb over it, but I don't know if a roadster would do the trick .

这个频道对 $TSLA 的历次判断

The Investor Channel 在这只股票上共 3 条判断,这里只列相邻的几条。

2026-09-18本条
转向 Tesla,本周以 361 开盘,Tesla 股价本周上涨约 1%,达到 364。
2026-09-04看涨
当我们谈到 Waymo 时,会有更多消息,而且可能每周当我们谈论特斯拉与 CyberCab 和自动驾驶出租车相关的话题时都会有。
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