$特斯拉(TSLA)_老虎社区_美港股上老虎

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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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。
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- 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
  02-06
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