特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”_老虎社区_美港股上老虎

特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”

格隆汇06-14

“讨薪”成功的马斯克跳起了舞周四，特斯拉年度股东大会终于开幕。560亿美元薪酬获批、公司“搬家”德州，赢得了股东之战的的马斯克现场很是兴奋，不仅开场就跳起了舞，还画出了超级“大饼”。马斯克“豪言”称，特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个苹果的量级。此外，他还剧透了特斯拉三款新车、Optimus机器人、AI进展等。美股收盘，特斯拉涨2.92%报182.47...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

ABEL123
·06-14
33万亿都吹了，干脆直接三万万亿吧，区别不大
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默泊
·06-14
支持马斯克，未来可期
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杨大逍遥
·06-14
五年？再加两个零我信！五百年差不多！拿到钱又开始嬉皮笑脸吹起来了，8.8日拿的出像样的ppt来吗？
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独立分析师
·06-14
$特斯拉(TSLA)$ 换位思考一下，如果是我，我也会给特斯拉200美元以上套牢的股东一些心理安慰，要让他们踏踏实实拿好股票，我好把560亿在股价高位套现。如果这些套牢的股东恐慌割肉了，把股价砸到了100美元，我的560亿就不值560亿了。马斯克在数字币领域，可是把很多投资者套的牢牢的，甚至有大量投资者倾家荡产，可是还有大量股民相信这些画饼。 $苹果(AAPL)$ $微软(MSFT)$ $英伟达(NVDA)$ $Meta Platforms(META)$
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- 鳄鱼十三:
  真能到一百哪空了也赚了妈的，空了也被埋了靠
  06-16
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- 独立分析师:
  不管是不是中国人，至少是人的思维，不如你这种不是人的思维 [龇牙]
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  弱智思维恁永远是中国人
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deliver！）最终，这是最重要的事情。”他还说，薪酬计划不允许他半路撂挑子不干，这也不是他想做的。这也让不少马斯克的支持者松了一口气。他们此前一直担心，如果薪酬案遭到拒绝，马斯克会减少管理特斯拉的时间，甚至是辞职。不过需要注意的是，即使股东们支持了这项措施，也并不能保证马斯克会得到他的钱。因为薪酬投票只是建议性的，法院将拥有最终决定权。今年1月份的时候，特拉华州的一名法官宣布薪酬计划无效，预计特斯拉将提出上诉。如果上诉失败，公司注册地迁至德克萨斯州将使董事会能够在一个新的州恢复薪酬方案，该州可能会有更有利的法院。在本次投票的12项决议中，股东大会共通过了全部5项公司提案以及2项董事会提案。其中包括选举两名II类董事、批准高管薪酬、批准特斯拉迁至德克萨斯州、确认马斯克的股票期权奖励、确认普华永道为独立会计师事务所等。预告新产品会上，马斯克表示，特斯拉是2023年全球最大的电动车制造商，到今年年底将累计生产超过700万辆车。Model Y登顶全球最高销量车型。他对重新设计的Model 3给予高度评价，称其为“一辆非常棒的车”，预测在2024年继续保持这一地位。关于特斯拉的“自动驾驶”业务，马斯克称特斯拉将比驾驶汽车的人类安全得多。公司的自动驾驶汽车将类似于爱彼迎和优步。“你不在的时候，你的车可以为你赚钱。”马斯克还提到了电动皮卡Cybertruck。他指出，这款车在最近一周内的产量达到了创纪录的1300辆，并计划在2024年底前提升至每周2500辆。马斯克调侃道，Cybertruck看起来像是未来的东西。“这是一个了不起的产品，我认为这是我们最好的产品。”此外，特斯拉的电动卡车拖头Semi处于小批量生产状态。马斯克在上周批准了这款车的满负荷生产计划，他认为Semi可能会让公司财务发生变化。会上，马斯克还预告了特斯拉正在开发的三款车型。他透露，这些车型将非常特别，但没有提供新车型的任何细节。关于Optimus机器人、AI特斯拉的Optimus机器人进展显著。马斯克承诺，特斯拉将在2025年开始“限量生产”Optimus机器人。他预测，明年公司将“有1000多个或数千个擎天柱机器人在特斯拉工作”。马斯克指出，人形机器人市场会很大，Optimus未来市场价值达25万亿美元。“我认为Optimus的市场价值将达到25万亿美元，要达到这个目标需要巨大的努力，我们正在加速前进。”他还提到，Optimus的售价可能低至1万美元，远低于汽车的售价。如果每台售价为2万美元，特斯拉每年可获利一万亿美元。马斯克认为，未来人形机器人与人类比例至少将达到2:1，最少也是1:1。这也意味着未来将有100亿个人形机器人，甚至是200亿到300亿个。特斯拉的目标是年产10亿台，占据市场10%以上份额。关于AI，马斯克表示，特斯拉的AI在现实世界中领先Meta、谷歌、OpenAI。目前特斯拉已经完成了其HW5的设计，称之为“AI 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