特斯拉 Semi 的量产是该股尚未被定价的上行因素，而 Optimus 的预期已被计入股价。
逐段跳播
我还没提到 Tesla Semi，但已经有一些关于 Tesla Semi 的视频流出，也许我会单独做一期视频来讲，不过它们非常好。我还不确定五年的回本周期是否足够有吸引力，从而为 Tesla Semi 带来大规模采用的订单。
但它带来的作用是，这些我们看到的 Tesla Semi 的进展——现在实际上已经进入量产——会促使人们开始把 Tesla 的半挂卡车作为一个上行因素来承销，而我认为这一点目前还没有反映在股价里。
我确实认为有很多关于 Optimus 的期待已经反映在股价中，但半挂卡车方面则没有那么多。
which I didn't even mention yet, the Tesla Semi, but there are some videos that have dropped regarding the Tesla Semi, maybe I'll make a separate video on it, but they're very good.
I don't know yet that the five-year payback period is going to be desirable enough to get sort of mass adoption orders for the Tesla Semi. But what it does is these these Tesla drops that we're getting on the Tesla Semi that you know now we're actually getting to production, they are going to lead people to start underwriting Tesla uh as having the semi as an upshot, which I don't think is priced into the stock at this moment.
I do think there's a lot of hope regarding Optimus priced in, but not so much on semis.
这个频道对 $TSLA 的历次判断
Meet Kevin 在这只股票上共 13 条判断，这里只列相邻的几条。