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鉴于盈利下滑和高市盈率，TSLA的估值反映的是对自动驾驶出租车叙事的押注，而非财务基本面。
特斯拉在发挥其作用。
We got Tesla doing its thing.
英伟达、特斯拉和 Palantir 是常见的重仓股。
And Nvidia, Tesla, and Palanteer are the usual top holdings.
按顺序从英伟达一直排到 SpaceX、Palantir、AMD 和特斯拉。
in order down there from Nvidia all the way down to SpaceX, Palunteer, AMD, and Tesla.
特斯拉是一个关于 Robotaxi（自动驾驶出租车）的故事，而不是关于盈利的故事。获批将内华达州的 Robotaxi 车队扩大至 5,000 辆。Cyber Cab 的发布日期现已列入日程。
这很重要。我们谈论这件事已经好几年了。他们终于要实现了。
Tesla is a robo taxi story, not a earning story. Approved to expand the robo taxi fleet to 5,000 vehicles in Nevada. Cyber a Cyber Cab launch date is now on the calendar. That's big.
We talked about this for years. They're finally getting there.