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窗口 08-25 → 08-26 · 回看 24 小时(美东)

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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。
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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.

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