魔都的大宸
02-06
$特斯拉(TSLA)$
特斯拉的核心竞争力在于其自动驾驶和AI,这部分收入将远远超越电动车本身,车只是特斯拉宏伟目标的载体,特斯拉机器人则是实现人机社会一体化的颠覆性产品,将代替大量重复性或危险性的社会岗位,比如餐厅服务员,外卖员,产业工人等等,美国产业空心化和美国强大的工会也有很大关系,导致工厂人力成本奇高,效率底下,而机器人代替工人将解决这一难题,虽说可能会产生对抗,但诱惑力太大,无可阻挡
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百万手速王
02-06
百万手速王
如果马斯克拿不到25%的股权,他就会把新技术拿到新的公司去。现在特斯拉面临的不是技术问题,而是管理层的问题。
魔都的大宸
:
我觉得从他之前的作风他不会轻易离开,不过倘若真的剥离,特斯拉就不值得再关注了
什么也没有了~
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