Looking ahead, Tesla’s management is prioritizing rapid scaling of vehicle and robotaxi production, underpinned by confidence in achieving unsupervised full self-driving capabilities. CEO Elon Musk stated, “I feel confident in expanding Tesla’s production,” and pointed to the Cyber Cap vehicle, battery storage, and the Optimus humanoid robot as core drivers of future growth. However, management acknowledged ongoing headwinds, including regulatory hurdles for autonomy and rising R&D and personnel costs, particularly as investment in AI initiatives accelerates……
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我的狡兔六窟的tech 愛馬仕, 拒絕再跌到250!!
-bogbog-
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10/23/2025 postreply
15:30:45
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Elon said there’ll be ongoing headwinds… 但不知道田醫生這股風會否又吹出個250
-曉炎-
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10/23/2025 postreply
15:40:25
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我的觀點:TSLA 的黃金時代己經過去,造車贏利不高,除非加點其它什麽新東西。
-Tianyazi-
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10/23/2025 postreply
17:44:21
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馬斯克大餅畫得挺圓的,信則靈。
-西糖胡同-
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10/23/2025 postreply
18:27:28
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西糖,好久不見!問好!:)
-曉炎-
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10/23/2025 postreply
19:39:59
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確實,如果隻把TSLA看作一家造車公司,那麽它實在沒什麽好投資的。但它不是啊,譬如,譬如...我就不一一列舉了:)
-曉炎-
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10/23/2025 postreply
19:39:03
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Optimus & Robotaxi, everything else is noise
-bogbog-
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10/23/2025 postreply
21:06:14