$TSLA

TSLA

Tesla Inc. · Tesla Inc.
窗口 08-19 → 08-26 · 回看 7 天(美东)

TSLA 最近 7 天共 3 条观点条目。其中 0 条方向发生变化。数据截至 8 月 26 日。

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$TSLAInvestAnswers发布 2026-08-25
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特斯拉的产品线(Semi、Optimus、Cybercab)实力强劲,已准备好大规模生产和快速扩张,支持看涨前景。
看涨

特斯拉上涨 6.02%。我听说有小道消息告诉我,特斯拉 Semi 将在 9 月进入量产,同一个小道消息还告诉我,特斯拉的人形机器人 Optimus 将在 9 月进入量产。他们是在 7 月告诉我的。

到目前为止,他们在特斯拉 Semi 上是对的。他们正在谈论量产。他们对 Optimus 的消息非常沉默,但同一个消息来源已经是一对二了,问题是 Optimus 会量产吗?我认为它会在加利福尼亚州弗里蒙特量产,而且看起来摩根大通上周看到了它,他们对这个非常印象深刻。

他们六个赛季,他们什么都不能说。就像其他看到它的人一样,他们把它捂得非常严实,但这东西太疯狂了,特斯拉 Semi。它会像热蛋糕一样畅销,因为卡车司机喜欢开它,而且它为卡车公司节省了很多钱。

卡车公司关心的只是每英里成本,而这基本上比柴油发动机节省 50%。

Tesla up 6.02% I heard a little bird told me that the Tesla Semi was going to go into scale production in September, and that same little bird told me the humanoid Optimus robot from Tesla is going to go into scale production in September. They told me this in July. And so far, they are right on the Tesla Semi. They're talking about that scale production. They're very quiet about the Optimus story, but the same source is already one for two, and the question is, is Optimus going to scale production? I think it is in Fremont, California, and it looks like JP Morgan saw it last week, and they were very impressed with this one. They six season, they can't say anything. Like anybody else who's seen it, they're keeping it very much under very tight wraps, but this thing is bonkers, the Tesla Semi. It's going to sell like a hotcake because truckers love to drive it, and it saves trucking companies a lot of money. That's all the trucking companies care about is the cost per mile, and this basically is a 50% saving over a diesel engine.

现在,Cybertruck 也是个大新闻,距离 Cybercab 发布活动还有 9 天。但是,当你看到美国各地这些车辆在行驶的地方,这有点疯狂。我记得一年前埃隆·马斯克说过我们将覆盖美国一半的人口。

如果你把所有现在有红色标记的地方的人口加起来,比如 Cybercab 所在的地方,例如,即使在昨天的曼哈顿,也有人看到 Cybercab 在行驶。但是,我在曼哈顿看不到它们,因为我不相信那个城市会允许它们,因为它会完全削弱该市所有黄色出租车等。

无论如何,它们在那里,它们被发现了。但是,这个国家还没有被完全覆盖。这些还不是活跃的,但是当一个地方看到五辆或更多 Cybercab 时,它就会出现在这张地图上。问题是,这些金色的车什么时候会全部启用?

也许肯定会在大约 9 天内在德克萨斯州启用。然后在那之后,它会非常快,非常迅速地扩展到基本上加利福尼亚州、佛罗里达州,也许远至北部的华盛顿州。而且,与 Waymo 不同,这些东西在雨天也能工作,这很好。

Now, Cybertruck's the big story as well, T minus nine days to go before the Cybercab launch event. But, when you look at all the states across the United States where these things are running around, it's kind of bonkers. Now, I remember a year ago Elon Musk said we're going to address half the population of the United States. If you add up the populations of all these places where there's some red right now, where Cybercabs are there, for example, even in Manhattan yesterday, Cybercabs are witnessed running around. But, I don't see them in Manhattan because I don't believe that city will allow them because it'll completely undercut all the yellow cabs, et cetera, in the city. Anyway, they are there, they are spotted. But, literally, the cold country is blanketed yet. These are not active, but when there's five or more Cybercabs seen in a place, it hits this map. And the question is, when will all these gold cars be turned on? Maybe definitely in Texas in about nine days. And then after that, it'll be very fast, very rapid across basically California, Florida, maybe as far north as Washington. And yeah, unlike Waymo, these things do work in the rain, too, which is good.

埃隆·马斯克,通过 SpaceX 和特斯拉。他们会把它们全部抢购一空。

Elon Musk across SpaceX and Tesla. They are going to snap them all up.

What Could Actually Crash AI Stocks
特斯拉股价在9月3日Cyber Cab发布活动后可能下跌,置信度为69.420%,尽管在活动前可能上涨。
看跌

Tesla 已宣布 Cyber Cab 发布活动将于 9 月 3 日举行。

Tesla has announced the Cyber Cab launch event will be September 3rd.

我的预测是,特斯拉的股票在9月3日之后会下跌。可能会在9月3日之前上涨。但根据我对特斯拉这类活动的经验,当他们举办这种大型活动时,股票通常会在第二天下跌,人们的希望和期望过高,然后活动真正发生时,其实没什么大不了的。

也许这次会不同。也许会有一些积极的宏观消息或其他什么来提振股价,也许我只是错了。所以,以69%的信心,69.420%的420%信心,我认为股票很可能在9月4日下跌。

My prediction is that Tesla stock will fall after September 3rd. might run up to September 3rd. But my experience with events like this for Tesla is when they have this big kind of event, the stock usually falls the next day, people's hopes and expectations get up too high and then the event actually happens and it's not that big of a deal. Maybe this will be different. Maybe there'll be some positive macro news or something that'll boost the stock and maybe I'm just wrong. So with 69% confidence, 69.420% 420% confidence. I think the stock is likely to fall on September 4th.

我认为V15不会很快向特斯拉车主推送。我认为V15已经在机器人出租车中使用了,而且他们已经在改进V15和机器人出租车。

I don't think V15 is going to drop soon for people who own Tesla cars. I think that uh V15 is already in robo taxis and they're already improving V15 and robo taxis.

我将在最后谈论一些关于特斯拉的其他积极消息,但我想,还有另一件事。在9月3日Cyber Cab发布后,特斯拉需要多长时间才能在机器人出租车车队中拥有100辆Cyber Cab?

I'm going to talk at the very end. I'm going to have some other positive news about Tesla, but I wanted to and then just one other thing. How long after Cyber Cab launches September 3rd will Tesla have 100 cyber cabs active in the robo taxi fleet?

我认为到目前为止的获胜结果,而且还有很多时间,但很可能会是赢家的是,到今年年底,我们将看到100辆Cyber Cab。

I think the the winning result so far and this is you know a lot of time left but probably will be the winner is by the end of the year that we will see 100 cyber cabs.

我的观点是,特斯拉的机器人出租车不会对股票产生实质性影响,比如从现在的300多美元涨到500美元。我认为在我们拥有10,000辆机器人出租车运营之前,股票不会有实质性的变化。

you know my view is that Tesla robo taxi does not meaningfully impact the stock as in move it from where it is now in the 300s over let's say 500. I don't think we see a meaningful change in the stock until we have 10,000 robo taxis operating.

我将在最后谈论我认为那可能发生的时间。我刚刚做了一个关于这个的视频,关于特斯拉最近在Q2电话会议中透露的两件人们忽略的事情。

I'm going to talk at the end about when I think that might happen. And I just did a just I just did a video about this about two things that Tesla revealed recently that in the Q2 call that people missed.

我将在视频的最后介绍我在那个视频中提到的两件事,以及为什么我认为它们总体上是积极的,我们应该感到兴奋。

I'm going to cover at the end of the video the two things that I mentioned in that video and why they're I think generally positive things that we should be excited about.

Drew Bagino做了一个播客。Drew Beglo,特斯拉的前领导者,特斯拉在Mega Pac和许多车辆相关事务背后的顶级人物之一,特斯拉最伟大的领导者之一。

Drew Bagino did a podcast. Drew Beglo, the former uh leader of Tesla, one of the top guys at Tesla behind Mega Pac and um a lot of vehicle stuff, you know, one of the great one of the great leaders of Tesla.

他谈到了在特斯拉工作的经历,谈到了他的初创公司Heron Power,非常棒的事情。

he talks about you know working at Tesla he talks about his startup heron power the great v great thing

我持有AI股票。我持有Nvidia。我持有Google。我持有Tesla。我持有SpaceX。

I own AI stocks. I own Nvidia. I own Google. I own Tesla. I own SpaceX.

Elon应该站出来说他同意负责任的数据中心意味着去太空和保护环境很重要。Elon对此一言不发。他保持沉默。这可能有原因。

Elon should come out and say he agrees that responsible data centers means it's important to go to space and protect the environment. Elon isn't saying a word about this. He's keeping quiet. It's probably for a reason.

特斯拉现在正在建设Cortex数据中心。特斯拉现在正在建设Cortex数据中心,而且在Giga Texas,他们正在建设Cortex 2。他是在暂停Cortex 2吗?

Tesla is building Cortex data center right now. Tes Tesla is building the Cortex data center right now and at Giga Texas. They're building Cortex 2. Is he halting Cortex 2?

在2026年第一季度,特斯拉以H100等效单位来提及Cortex。他们在第二季度改变了报告方式,改为兆瓦。所以他们采用的芯片,可能你在这里看到的实心蓝线的上升是Blackwell。

然后这可能是Vera Rubin,而且芯片的性能更强。

In Q1 of 2026, Tesla referred to Cortex in terms of H100 equivalents. They changed how they reported to megawws in Q2. So the chips they adopted probably the the the rise that you see here in the solid blue line is Blackwell. And then this is probably going to be a Vera Rubin and and the performance of the chips is greater.

有一个问题是机器人出租车改进的速度有多快,Ashoke在Q2电话会议上说每周有两位数的增长,我不认为他说了具体的数字,两位数可能是10%,也可能是99%,可能是任何中间值。

There's this question about how fast is robo taxi improving and ashoke said in the Q2 call doubledigit growth every week and I don't think he said you know double digit could be 10% it could be 99% it could be anywhere in between

是的,那是AOC的引用。所以问题是,有人说那是10%,如果你从第一周一千英里开始,你无法达到累计值。机器人出租车的第一周是1月22日,那是今年的第四周,所以大约25周后,到7月23日的Q2财报电话会议,也许是26周,不管怎样。

如果你只以10%的速度增长,你无法达到Ashoke所说的380万累计英里,你只能达到121,000。如果你以15%的速度增长,你仍然无法完全达到380,000,可能介于15%到20%之间,而且也许第一周只有500英里,我们不知道。

所以如果第一周是500英里,20%的累计增长将是准确的。然后我的门槛是10,000辆活跃的机器人出租车,但另一个门槛可能是每周1000万英里。

yes that is an AOC quote um so the thing is that there are people who were saying oh it's 10% and that you can't get to cumulative if you start with let's say a thousand miles in the first week the first week of of robo taxi was January 22nd that that January is it started January 22nd which is the fourth week of the year so you go out about 25 weeks uh to get to the the Q2 earnings call on July 23rd um maybe 26 weeks whatever and if you only grow at 10% you don't get to 380 cumulative miles that Ashoke said they were at you get to 121,000 if you if you go to 15% you still don't quite reach 380,000 it's probably somewhere between 15 and 20% and it could you know maybe there was only 500 miles the first week we don't know so if it was 500 miles the first week 20% cumulative growth would be accurate and then my threshold has been 10,000 robo taxis active robo taxis but another threshold might be 10 million miles a week

每周1000万英里就是每年5亿英里。按每英里1美元计算,那就是每年5亿美元的收入。这足以在财务报表中占有一席之地并推动事情发展。

10 million miles a week is 500 million miles a year. At a dollar a mile, that's $500 million a year in revenue. That's enough to get a line in the financial statements and drive things.

如果是20%,那可能是一月初。甚至可能是12月,如果是在12月达到,你可能会在第一季度财务报表中看到这个报告。

And if it's 20%, you're probably talking about the beginning of January. And it might be it might even be December where you hit if it hits in December, you may see this reported on the Q1 financial statements.

所以,关于我们何时能看到机器人出租车真正规模化,存在一个大问题。如果我们继续,而且Ashoke说我们将看到那个高双位数增长率,或者他没说高双位数,但那个高增长率会持续到年底。所以如果同样的增长率,如果增长率是20%,持续到今年年底或明年年初,你会看到每周1000万英里吗?

So there's a big question about when we're going to see robo taxi really scale. if we're conti and and Ashoke said we're going to see that high double digit growth rate or he didn't say high double digit but that high growth rate you know continue through the end of the year. So if the same growth rate, if the growth rate is 20%, it continues to the end of the year around the end of this year or the beginning of next year, you see the 10 million miles a week?

机器人出租车的部署会超过即将到来的阻力吗?哦,我认为如果阻力继续这样,机器人出租车会被扼杀。他们会改变法律。他们会阻止机器人出租车。哦,它在摧毁就业。

Um, will robo taxi deployment outpace the coming resistance? Oh, I think that if if the resistance continues like this, robo taxi will be killed. They will change the laws. They will they will stop robo taxis. Oh, it's destroying jobs.

我认为一切都处于,我非常非常担心这一点。我认为每一个,顺便说一句,如果是15%,那就是2027年4月,我认为如果是3月,你从500开始,如果是10%,那要到2027年12月。所以从1月到12月,机器人出租车达到1000万英里标志的时间差异巨大。

我认为可能是12月或1月你达到1000万英里标志并开始看到它。也许在第一季度,第四季度的财务报告中。

I I think everything is at I'm very very concerned about this. I think every and by the way if it's 15% then it's April of 2027 and I think it's March if you're doing start from 500 and if it's 10% it takes until December of 2027. So huge difference from January to December of when Roboaxi hits the 10 million mile mark. I think it's probably going to be December or January that you hit the 10 million mile mark and you start to see it. Maybe in the Q1, the Q4 financial

那是假设我们不会在秋季选举中民主党大获全胜,然后他们开始摧毁所有科技,你知道特朗普会加入他们并与民主党合作,开始摧毁所有科技的东西。嗯,你知道中国赢了,中国,你知道无论你怎么想,你知道我宁愿中国赢也不愿让AOC控制AI。

That's assuming we don't have uh uh the Democrats win a landslide in the election in the fall and they start destroying all the tech and you know Trump gets on board with them and starts working with the Democrats and starts destroying all the tech stuff. Um you know China wins China whe you know whether you think it's you know I would rather have China win than have AOC in control of AI.

所以机器人出租车的部署,这就是为什么大延迟非常不幸。嗯,我认为这无关紧要。我认为如果你有机器人出租车在运行并且有一百万客户,他们仍然会关闭它。他们不在乎。

So will robo taxi deployment that's why it's seriously unfortunate about the big delay. Um, I don't think it matters. I think I think if you had robo taxi running and you had a million customers, they would still shut it down. They do not care.

他们不在乎。他们不在乎它是否拯救生命。他们不在乎它是否让人们的生活更好。他们不希望它让人们的生活更好。他们想让生活更糟。他们想摧毁,如果技术让西方文明变得更好,他们就不能摧毁西方文明。

他们只有在能说服人们西方文明让事情变得更糟时才能摧毁西方文明。嗯,这就是正在发生的事情。

They don't care. They don't care if it saves lives. They don't care if it makes life better for people. They don't want it to make life better for people. They want to make life worse. They want to destroy They can't destroy Western civilization if technology is making Western civilization better. They only destroy western civilization if they can persuade people that western civilization is making things worse. Um that that's what's happening.

所以,嗯,好的。我在聊天中没有看到其他内容。未来总统的名言。埃隆和马斯克是我见过或遇到的最愚蠢的亿万富翁。你会有点想知道她见过多少亿万富翁。ALC见过多少亿万富翁?我认为我们正走向,美国存在严重风险。

现在,我在泰国。我可能,如果下一个居住地,我会选择日本。如果我的妻子获得绿卡,我们可能会。我们没有收到美国大使馆关于我们绿卡申请的任何消息,我们也没指望收到。这需要一年多时间才能收到消息。

但如果我的妻子获得绿卡,那么我们将在美国居住相当长的时间。但如果由我决定,我们可能会住在日本而不是美国。嗯,你知道你们大多数人被困在美国。所以我对美国的未来非常担忧。嗯,你知道他们会允许机器人吗?

哦,机器人会抢走人们的工作,我们不能允许机器人,这会导致什么?

So, um, all right. I don't see anything else in the chat. Future famous quote from a future president. Elon and Musk is the dumbest billionaire I've ever seen or met. You kind of wonder how many billionaires she's met. How many billionaires has ALC met? I I think we are headed towards we are there's a serious risk in America. Now, I'm I'm in Thailand. I may I probably if I the next place I would live is Japan. We may if my wife gets a green card. We have heard nothing from the US embassy about our green card application and we didn't expect to. It's it's many it's more than a year before you're supposed to hear. But um if my wife gets a green card then we would be living in the United States in a substantial amount of time. But you if it's up to me we'll probably live in Japan rather than live in America. Um and you know you guys are stuck in America most of you. So I'm very concerned for the future of America. Um I you know are they going to allow robots you know oh robots are going to take people's jobs we can't allow robots like where does this go?

我认为这是最大的威胁,我一直说对特斯拉股票、对我们的投资、对人类未来的最大威胁始终是政府,我们现在正看到这一点,对AI股票、对我们将生命延伸到太空、将人类意识延伸到太空的未来的最大威胁非常清楚是政府,而现在就是民主党和共和党双方。

I think that this is the greatest threat like the I've always said the greatest threat to Tesla stock to you know our investments to our the future of humanity the greatest threat is always government and we are seeing it right now the greatest threat um to AI stocks to our future of you know extending life into space you know extending human consciousness into space the greatest threat very clearly as government and right now it's the Democrats and Republicans both.

这并不复杂。如果特斯拉被允许正常发展无人驾驶出租车,我们不会每年卖出 2000 万辆特斯拉,但他们可能会每年生产 2000 万辆特斯拉,并将它们投入无人驾驶出租车车队。

RW Hirsh says, "I was I wax nostalgic about imagining selling 20 million Teslas a year. Now it's also complicated." It's not complicated. If Tesla is allowed to grow robo taxi normally, we don't sell 20 million Teslas a year, but they might build 20 million Teslas a year and put them in the robo taxi fleet. It's not really about 20 million Teslas a year. It's about, you know, how many how many rides, how many robo taxis are operating. If you have 10 million robo taxis operating, you're generating $500 billion a year in gross profit or $400 It's not complicated. If Tesla is allowed to grow robo taxi normally, we don't sell 20 million Teslas a year, but they might build 20 million Teslas a year and put them in the robo taxi fleet.

这实际上不是关于每年 2000 万辆特斯拉的问题。而是关于有多少次出行,有多少无人驾驶出租车在运营。如果你有 1000 万辆无人驾驶出租车在运营,你每年会产生 5000 亿美元的毛利润,或者每年 4000 亿美元的毛利润。

It's not really about 20 million Teslas a year. It's about, you know, how many how many rides, how many robo taxis are operating. If you have 10 million robo taxis operating, you're generating $500 billion a year in gross profit or $400 billion a year in gross profit.

也许机器人出租车能在这场浪潮中幸存下来。这是我以前说过的事情之一。特斯拉可能是AI世界中最安全的投资。这是我以前说过的事情之一。特斯拉可能是 AI 世界中最安全的投资。

maybe the robo taxis survive the wave. This is one of those things I've said before. Tesla might be the most safe investment in the AI world. This is one of those things I've said before. Tesla might be the most safe investment in the AI world.

也许 Palantir 也是,因为如果你阻止 AI 数据中心的增长,它不会阻止无人驾驶出租车的改进。它可能会干扰Optimus,但并不会真正阻止其改进,可能会稍微减缓机器人出租车的改进,但如果机器人出租车已经准备好或接近准备好,那么你只需要制造汽车并销售它们。

maybe Palanteer also because if you stop the growth of AI data centers, it doesn't stop the improvement of robo taxis. It might interfere with Optimus, but it doesn't really stop the improvement of it might slow the improvement of robo taxi a little, but if robo taxi is already ready to go or close, then you just need to make the cars and sell them.

特斯拉在这方面有明显领先。

And Tesla has a clear lead in that.

我认为今年我们会有任何Optimus的公告吗?我最好的猜测是没有。我不认为,我认为他们是。嗯,我们知道他们正在弗里蒙特建设工厂生产线,我们认为他们在弗里蒙特的工厂生产线上取得了很大进展。

我们知道他们正在德克萨斯建设工厂,更大的德克萨斯工厂,但我不认为,你知道,我不认为我们会看到任何东西。我不认为他们不想做Optimus的演示,因为其他人会看到他们做什么并复制。

所以,他们不想透露Optimus的秘密,直到他们接近规模化。

Do I think we will have any Optimus announcements this year? My best guess is no. I don't think I think that they are. Well, we know they are building the factory line in Fremont and we think they've made a lot of progress on the factory line in Fremont. We know that they are building the factory in Texas, the larger factory in Texas, but I don't I don't think, you know, I don't think we're going to see anything. I I don't think they they don't want to do demos of Optimus because others will see what they do and copy it. So, they don't want to reveal the Optimus secrets, for lack of a better term, until they're close to going close to going to scale.

嗯,我没有看到周五特斯拉股价的上涨。这可能与Cyber Cab有关,但也可能只是市场好,或者,你知道,我对短期股价波动没有解释。我唯一的解释是,在特斯拉活动之后,比如Cyber Cab,你知道,即将到来的Cyber Cab活动,当他们有这样的活动时,无论是电池日、AI日、AI日2,还是Roadster半日,无论是什么,每当我们有这样的活动,我的总体感觉是大约69.420%的时间股票第二天会下跌。

Uh, I did not see the Friday's bump in Tesla's stock price. It's probably related to Cyber Cab, but it could just be, you know, markets are good or, you know, I don't I don't have explanations for short-term stock price movements. My only explanation is after a Tesla event like Cyber Cab, you know, the Cyber Cab event that's coming up, when they have an event like this, whether it's battery day or AI day or AI day 2 or, you know, Roadster semi- day, whatever it is, whenever they have events like this, um, my general sense is about 69.420% of the time the stock falls the next day.

你想象那个边缘设备看起来像什么?我想象那个边缘设备看起来很像手机,但它不是手机。你今天开始投资。你的特斯拉和SpaceX之间的分配会是什么?如果我今天开始投资,嗯,现在,要明确的是,我的分配是大部分特斯拉,然后是Nvidia,然后是SpaceX,然后是Google。

嗯,我今天不会卖掉我的特斯拉去买SpaceX,因为有很多关于合并的传言,如果合并,有很多关于溢价的传言。所以,为什么你会没有溢价卖掉特斯拉,卖掉特斯拉买SpaceX而没有溢价?

嗯,我对这个问题没有很好的答案。如果今天买入,特斯拉和SpaceX之间可能是大约50/50。

How do you imagine that edge device looking I imagine the edge device looking a lot like a phone, but it's not a phone. You were starting to invest today. What would your split be between Tesla and SpaceX? If I was starting to invest today, well, right now, just to be clear, my my split is large majority Tesla, then Nvidia, then SpaceX, then Google. Um, I don't today sell my Tesla to buy SpaceX because there's a lot of rumors about a merger and if there's a merger, there's a lot of rumors about a premium. So, why would you sell Tesla without a premium and buy sell Tesla and buy SpaceX without a premium? Um, I don't really have a good answer to that question. It would probably be about 50/50 between Tesla and SpaceX if I was buying today.

特斯拉有没有可能被政治打压?我们最终会乞求 SpaceX 收购我们。我认为 SpaceX 比特斯拉更容易受到政治影响。我认为当前针对数据中心的政策对 SpaceX 的打击比对特斯拉的打击要大得多。

Is it possible that Tesla gets beaten down by politics? We end up begging SpaceX to buy us. I think SpaceX is more at risk from politics than Tesla. I I think the current politics against data centers is a much bigger shot at SpaceX than it is against Tesla.

希望 Cybercab 能在 9 月 3 日在多个地点发布。如果实际上在 9 月 3 日没有 Cybercab 投入车队,我也不会感到惊讶。如果 9 月 3 日实际上有零辆投入车队,我也不会感到惊讶。

你可能会有一个发布活动,但没有任何车辆投入运营。

Wishing cyber cabs would be released in multiple locations on the third. I I would not be surprised if they are if they actually have no cyber cabs going into the fleet on on September 3rd. I would not be surprised if zero actually go in the fleet on September 3rd. You could have a launch event and not have any vehicles going in.

$TSLAThe Investor Channel发布 2026-08-21
META On TRIAL!! (Full Update) | Nvidia Earnings Preview
特斯拉股价处于关键节点;需要收盘价站上100日和200日均线以确认看涨动能,但结果不确定。
未明确方向

接下来看特斯拉,本周开盘价为 338 美元,天哪,本周股价上涨了 7.25%,收于 362 美元。天哪。这是因为,我正要说 Nvidia、Nevada,不,内华达州批准了特斯拉、Uber、Waymo 在拉斯维加斯周边提供自动驾驶出租车服务,还包括亚马逊的 Zoox。

现在,有趣的是,我相信 Waymo 申请了 1000 辆自动驾驶出租车,Uber 也申请了 1000 辆。特斯拉获批运营 5000 辆自动驾驶出租车。关于特斯拉,有几点,他们显然已经在拉斯维加斯运营所谓的 hyperloop。

你可以在会议中心附近乘坐,我认为它会带你在地下行驶,由自动驾驶的特斯拉驾驶,但显然这些是将在 Flamingo 和 Paradise 或拉斯维加斯大道等地方行驶的自动驾驶出租车。

有趣的是,他们获得了 5000 辆自动驾驶出租车的批准。这也是一个他们在制造方面有存在的州。该公司还计划举办一场 cybercab 自动驾驶出租车活动。请记住,在特斯拉提到 cybercab,这些是没有方向盘的黄金车辆。

这些是专门用于拼车的。然后还有自动驾驶出租车,可以是 cybercab,也可以是 Model Y。该公司似乎全力投入 cybercab,因为越来越多的 cybercab 被目击。

事实上,上次我在帕洛阿尔托时,我看到了一辆。据信,该公司正在采取这一战略,而不是将 Model Y 从工厂生产线推向 cybercab 车队。据信,他们正在加倍投入这些,因为它们的单位成本更低,而且在某些情况下,考虑到汽油价格,可以保证 Model Y 的销售。

Moving on to Tesla, started the week at 338 and holy cow, shares were up 7 and 1/4% this week at 362. Holy cow. This comes as in I was going to say Nvidia, Nevada. No, Nevada approved Tesla, Uber, Waymo for robo taxi rides around Las Vegas including Amazon Zoox as well. Now, here was the interesting thing. I believe Waymo asked for a thousand robo taxis, Uber asked for another thousand. Tesla got approved to operate 5,000 robo taxis. Now, a couple of things about Tesla, they obviously or already operate what is called the hyperloop in Vegas. You can catch it down by the convention center and I think it takes you underneath the ground in self-driving Teslas but obviously these are the robo taxis that are going to drive on, you know, Flamingo and Paradise or, you know, Las Vegas Boulevard and those types of things. Interesting that they got 5,000 robotaxis. It's also a state where they have a presence from a manufacturing perspective. The company is also planning a cybercab robotaxi event. Now, keep in mind, you say cybercab over at Tesla, these are the gold vehicles that have no steering wheel. These are specifically meant for ride-sharing. Then you have robotaxis, which can be the cybercabs or could be a Model Y. The company appears to be going all-in on the cybercabs as more and more are being spotted. In fact, last time I was in Palo Alto, I saw one. It is believed that the company is going with the strategy instead of pushing Model Y's off the factory line out into the cybercab fleet. It's believed they're doubling down on these as they cost less per unit and maybe in some cases given where gasoline prices are, guarantee the Model Y is selling.

还有 Grok Bot,这是一个 Claude Bot 或 Open Claw,我想他们现在这么叫它,以及 Hermes 代理类型的东西。这可能更偏向于基于网络。它不需要,虽然我不确定,但我认为它不需要终端访问。

我看到了很多正面评价,但你必须对此持保留态度。特斯拉倾向于在普通公众可以使用之前,先向网红推出这些,这些网红喜欢跪舔公司。话虽如此,我确实看到一些我信任的人说:“嘿,Grok 机器人实际上相当不错。”显然,底层模型也很好。

Also, Grok Bot, which is a Claude Bot or Open Claw, I think is what they're calling it these days, and Hermes agent type thing. This is maybe more web-based. It doesn't require Although, I don't know this for a fact, but I don't think it requires terminal access. I've seen largely positive reviews from this, but you do have to take some of that with a grain of salt. Tesla tends to roll these out to influencers, which like to get on their knees and kind of suck the company a little bit before the general public has access. That said, I have seen people that I trust say, "Hey, the Grok bot is actually pretty darn good." And obviously, the underlying model is good as well.

现在,特斯拉,哇。这条绿线,我把它改成,让我们改成紫色。湖人队可能有个好赛季。实际上,让我们删除那条紫色线,屏幕上有一条紫色线。单条紫色线,那是支撑位。看看这个 V 形。你在财报后制造了一个缺口。

你填补了那个缺口。现在,对特斯拉来说是决定日。你能收在移动平均线之上吗?你轻松突破了前两条。那是容易的部分。现在,突破 100 日和 200 日移动平均线,那就更难了。不过,对于像特斯拉这样波动的股票,这并不那么难。

Now, Tesla, wow. This green line, which I'll change to, let's change it to purple. Lakers might have a good season. Actually, let's delete that purple line, and we've got one purple line on the screen. Single purple line, and that was support. Look at this V shape. You created a gap in the chart after earnings. You filled that gap. Now, it's decision day for Tesla. Can you close above the moving averages? You sliced through the early two. That's the easy part. Now, getting through the 100 and the 200-day, that's a little bit harder. Although, with a volatile stock like Tesla, it's not as hard of a lift.

KOL的观察点

名单内的来源在这个窗口里没有说他们在等什么。
研究辅助,非投资建议