Tesla gave up the EV crown. Now it wants to win the autonomy race.
Summary
特斯拉在失去电动车销量领先地位后,正转向自动驾驶与AI软件服务作为新的盈利引擎,并探索与SpaceX合并以加速这一布局,整个汽车行业也在向软件与AI驱动的收入模式转型。
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@TaoRay: Many friends asked me about Tesla. I estimate I haven't touched it for about a year, and I won't touch Tesla again. From a technical analysis perspective, Tesla's stock price has an opportunity for oversold bounce. But the fundamentals are not optimistic. According to the earnings call, most new Tesla buyers in North America are buying for self-driving. On the surface, this is...
User @TaoRay analyzes Tesla's stock, believing that although there is a short-term oversold bounce opportunity, intensified competition in autonomous driving and China's improved AI capabilities will erode Tesla's premium, suggesting avoiding investment.
Tesla and SpaceX are discussing a possible merger, Musk says
特斯拉与SpaceX已成立特别委员会讨论可能的合并,马斯克称合并是'好主意',可带来超智能软件、芯片设计、机器人等领域协同,但交易尚无定论且需股东高票批准。
@TaoRay: Tesla also has a lot. You can find a ton on the news. I'll teach everyone a little trick, just like before when I taugh…
作者重新评估了特斯拉和SpaceX的投资机会,认为在当前价格下,即使考虑了Robotaxi、Optimus和数据中心等业务的发展预期,仍缺乏安全边际和投资吸引力。
Tesla’s recovery hits a speed bump
Tesla sold fewer vehicles in Q3 than a year ago due to expiring federal EV tax credits, but beat Wall Street estimates, with CEO Elon Musk betting on AI plans like robotaxis and humanoid robots to drive a rebound.