Tesla 的未来将会是啥?

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shepherd17
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Tesla 的未来将会是啥?

#1

#1 帖子 shepherd17 »

知情人士向 The Information 透露,马斯克认为他已经实现了推动电动汽车行业蓬勃发展的根本目标,用他们的话说,如今他觉得日常工作变得索然无味。推出小型汽车不符合特斯拉——这个打造了颠覆性产品Cybertruck的制造商——应有的抱负。

马斯克押注消费者将不再渴望拥有汽车
这位特斯拉 CEO 深信,他设计的AI驱动Cybercab(完全取消人工操控装置,仅设双人座位)将实现年产销数百万辆,主要面向车队客户。普通消费者会放弃购车计划,转而选择自动驾驶网约车服务。

马斯克的宏图:从年销2000万辆电动车到1亿台机器人
让马斯克着迷的构想是:特斯拉有朝一日将实现Optimus机器人年销量1亿台(接近全球新车年销量总和),每台售价是2万美元生产成本的两倍。这将为特斯拉股东创造1万亿美元年利润,相当于苹果公司年利润的10倍以上。

Sources told The Information Musk feels as if he’s achieved his underlying goal of creating a thriving EV industry, and now finds the everyday routine mundane, in their words. Launching a small car doesn’t live up to the promise of Tesla, maker of the iconoclastic Cybertruck.

Musk counting on consumers to no longer desire owning a car
The Tesla CEO had grown convinced his AI-powered Cybercab—which lacks any manual controls and only offers seating for two—would sell in the millions every year, mainly to fleets. Everyday people would eschew buying a car in favor of autonomous ride-hailing.

Musk’s grand visions: From 20 million EVs sold a year to 100 million robots
Musk fell in love with the idea that Tesla would one day sell 100 million Optimus droids annually—roughly the number of all new cars sold worldwide—for twice the $10,000 cost it would take to build each one. That would leave Tesla shareholders with $1 trillion in annual profits, or more than 10 times what Apple earns in a year.

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https://fortune.com/2025/04/17/elon-mus ... ment-team/

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Re: Tesla 的未来将会是啥?

#2

#2 帖子 牛大春 »

又要骗一茬韭菜了。 :D

shepherd17 写了: 17 4月 2025, 20:04

知情人士向 The Information 透露,马斯克认为他已经实现了推动电动汽车行业蓬勃发展的根本目标,用他们的话说,如今他觉得日常工作变得索然无味。推出小型汽车不符合特斯拉——这个打造了颠覆性产品Cybertruck的制造商——应有的抱负。

马斯克押注消费者将不再渴望拥有汽车
这位特斯拉 CEO 深信,他设计的AI驱动Cybercab(完全取消人工操控装置,仅设双人座位)将实现年产销数百万辆,主要面向车队客户。普通消费者会放弃购车计划,转而选择自动驾驶网约车服务。

马斯克的宏图:从年销2000万辆电动车到1亿台机器人
让马斯克着迷的构想是:特斯拉有朝一日将实现Optimus机器人年销量1亿台(接近全球新车年销量总和),每台售价是2万美元生产成本的两倍。这将为特斯拉股东创造1万亿美元年利润,相当于苹果公司年利润的10倍以上。

Sources told The Information Musk feels as if he’s achieved his underlying goal of creating a thriving EV industry, and now finds the everyday routine mundane, in their words. Launching a small car doesn’t live up to the promise of Tesla, maker of the iconoclastic Cybertruck.

Musk counting on consumers to no longer desire owning a car
The Tesla CEO had grown convinced his AI-powered Cybercab—which lacks any manual controls and only offers seating for two—would sell in the millions every year, mainly to fleets. Everyday people would eschew buying a car in favor of autonomous ride-hailing.

Musk’s grand visions: From 20 million EVs sold a year to 100 million robots
Musk fell in love with the idea that Tesla would one day sell 100 million Optimus droids annually—roughly the number of all new cars sold worldwide—for twice the $10,000 cost it would take to build each one. That would leave Tesla shareholders with $1 trillion in annual profits, or more than 10 times what Apple earns in a year.

图片
https://fortune.com/2025/04/17/elon-mus ... ment-team/

百升飞上天,明月照长安。

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Re: Tesla 的未来将会是啥?

#3

#3 帖子 shepherd17 »

牛大春 写了: 17 4月 2025, 20:05

又要骗一茬韭菜了。 :D

股票涨不涨,最关键的是 CEO 要会画大饼。The futures are more important than a fantastic earning number.

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Re: Tesla 的未来将会是啥?

#4

#4 帖子 牛大春 »

shepherd17 写了: 17 4月 2025, 20:12
牛大春 写了: 17 4月 2025, 20:05

又要骗一茬韭菜了。 :D

股票涨不涨,最关键的是 CEO 要会画大饼。The futures are more important than a fantastic earning number.

从过往经验来看,最关键的是什么时候去上海建个机器人生产线。

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Re: Tesla 的未来将会是啥?

#5

#5 帖子 shepherd17 »

牛大春 写了: 17 4月 2025, 20:19

从过往经验来看,最关键的是什么时候去上海建个机器人生产线。

Tesla 已经有人形机器人了 - Tesla Optimus (https://www.tesla.com/en_eu/AI),不知是在哪儿生产的。Trump 想让所有的制造业都留在美国,这些机器人应该也不例外。也好,将来应该能实现机器人自己生产组装机器人,这样成本就会降下来。

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Re: Tesla 的未来将会是啥?

#6

#6 帖子 shepherd17 »

ER 之后 TSLA 股价不跌反涨,啥道理?

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Re: Tesla 的未来将会是啥?

#7

#7 帖子 resso »

shepherd17 写了: 22 4月 2025, 17:08

ER 之后 TSLA 股价不跌反涨,啥道理?

数据有多糟?

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Re: Tesla 的未来将会是啥?

#8

#8 帖子 shepherd17 »

resso 写了: 22 4月 2025, 17:46
shepherd17 写了: 22 4月 2025, 17:08

ER 之后 TSLA 股价不跌反涨,啥道理?

数据有多糟?

Tesla reported Q1 revenue of $19.34 billion vs. $21.43 billion (Bloomberg estimate), well below the $21.3 billion reported a year ago. Tesla posted adjusted earnings per share of $0.27 vs. $0.44 estimated.

Tesla said plans for new affordable vehicles are on track for start of production in the first half of 2025 and that it still expects Robotaxi volume production starting in 2026. Along with Robotaxi testing, these were two big investor concerns heading into earnings.
https://finance.yahoo.com/news/tesla-mi ... 02096.html

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