特斯拉因人形机器人的巨大潜力而令人兴奋；入场时机略早，但可以接受。
逐段跳播
感谢Shaun D、TND Tesla、Cipher Sniper和Cade的到来。
Thank you to Shaun D and TND Tesla and Cipher Sniper and Cade for being here.
特斯拉下跌6%，
Tesla down 6%,
我可能有点过早地、可能有点操之过急地进入了物理AI的世界。我仍然认为地球上最大的TAM——总可寻址市场——是人形机器人。这是我对特斯拉非常兴奋的原因之一，但我可能进得稍微早了一点，不过没关系。在我看来，早总比晚好。
And I may have been a bit premature and mayulpa getting into the physical AI world. I still think the biggest TAM on Earth total addressable market is humanoid robots. That's one of the reasons I'm very excited about Tesla, but I may have gotten in a little bit early, but that's okay. Better to be early than late in my opinion.
现在还有一个好消息，如果你是特斯拉股东——如果你看这个节目，你可能就是。特斯拉刚刚开设了一个并购办公室，而walkie的儿子认为与SpaceX的合并即将到来。也要感谢Cal分享了这个消息。
这也非常令人兴奋。我们知道这会发生，只是不知道什么时候。但现在就像猫从袋子里到处漏出来一样。我们看到了很多线索，让我们相信这件事即将发生，一旦发生将会非常棒，因为这两家公司结合在一起、产生协同效应，将使其有可能成为地球上第一家100万亿美元的公司，而且他们将完全无人能及。
Now another good news if you are a Tesla shareholder if you watch the show you might be. Uh Tesla has now just opened an office of mergers and acquisitions and son of walkie believes SpaceX merger is imminent.
Shout out to Cal as well for sharing this one too. This is very exciting as well. We know it's going to happen. We just don't know when. But now it's like cats are leaking out of the bags left, right, and center.
And we're seeing a lot of breadcrumbs that lead us to believe it is imminent, which will be great when it does happen cuz the combination and the synergy of these two companies together will make it potentially the first 100 trillion company on Earth and they'll be completely untouchable.
这很有意思。现在，有一点特斯拉的小新闻。先把我的摄像头关掉。感谢Pili。他做了这张很酷的图表。这只是2026年迄今为止的销量。有很多传言说全球销量都在下滑，但我在数据里没看到这一点。
我看到的是，特斯拉汽车在美国已经售罄。在很多地方，经销商、特斯拉展厅里都没有车。但这张图显示了迄今为止世界不同地区的情况。挪威在图表上领先。2026年迄今为止，挪威每100万人就卖出了3,000辆新特斯拉。
在美国，大约是每100万人1,000辆车。韩国、冰岛、澳大利亚和丹麦都超过了每100万人1,000辆车。这些是增长最快的国家。有意思的是，看到韩国在那里凭空增长。非常有意思。顺便说一句，韩国人很喜欢FSD，他们喜欢自动驾驶汽车。
That's interesting. Now, a tiny bit of Tesla news. Turn off my camera for this one. Shout out to Pili. He put this cool chart together. And this is just 2026 sales so far. A lot of rumors that sales are down across the world, but I don't see that in the data.
I see, you know, Tesla cars are sold out in the US. In many places, dealers, the the Tesla showrooms have no cars in them. But it shows you so far in different parts of the world.
Norway wins the charts. We have 3,000 new Teslas sold for every 1 million people in no Norway so far in the year 2026. In the USA, it's about a,000 cars per million people. Uh South Korea, Iceland, Australia, and Denmark are all there above a,000 cars per million people.
These are the fast growing countries. And it's interesting to see North or South Korea there growing out of nowhere. Very interesting. The South Koreans, by the way, love FSD and they like self-driving cars.
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 19 条判断，这里只列相邻的几条。