TSLA 全部观点

更早于 2026-08-13回到最新

TSLA 这一页 2 条观点条目,其中 0 条方向发生变化。

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The Investor Channel发布 2026-08-21
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$TSLA未站边
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。

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.

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$TSLA看跌
TSLA估值过高且增长放缓;因估值与基本面脱节,被评为C至D级。

你能猜到二合一是什么吗?特斯拉和 SpaceX。我刚在《华尔街日报》上读到一篇文章,说它们似乎很可能会合并,或者从技术上讲,SpaceX 将收购特斯拉。

Can you guess what the two in one is? Uh Tesla and SpaceX. I I was just reading an article in the Wall Street Journal about how >> um it seems pretty likely that uh they're going to merge or you know technically um SpaceX would be the one to acquire Tesla.

这样做的一个原因是,它将为埃隆·马斯克解锁一笔相当可观的薪酬方案,并且还会赋予他对合并后实体更多的控制权,而他是两家公司的多数股东,对两家公司都拥有巨大的投票权。

Um, and you know, for one, the reason to do it, it would be uh it would unlock a pretty massive pay package for uh for Elon Musk. Um, and it would also give him more control over the combined entity and he is the majority shareholder in in both companies.

Um, with hum a humongous amount of uh voting power over over both of them.

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