$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 三季度财报上马斯克预计，FSD在25年二季度达到人类的驾驶安全性，明显是已经要转行卖汽车软件了

特斯拉暴涨22%后，华尔街对其后市的分歧巨大，其中Dan Ives给了特斯拉300美元的目标价，认为现在已经到了AI转型提高利润率的关键点；Brinkman给的目标价是135美元，对其增长的可持续性以及“画的饼”能否落地表示存疑。特斯拉希望市场将其视为一家AI公司，但如果特斯拉的估值与AI大龙头英伟达的41.8倍持平，意味着股价也要较当前减去一半。【市场分歧巨大，在你心里，特斯拉是一家AI公司，还是汽车公司？】

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