$特斯拉(TSLA)_老虎社区_美港股上老虎

海明威78
10-12

$特斯拉(TSLA)$ 大部分投资者都没有想明白，还是认为特斯拉是一个造车企业，所以要马斯克给出robotaxi详细的计划，然后cybercab什么时候落地什么时候批量不是重点，重点是robitaxi什么时候能真正的落地，最重要的是fsd什么时候实现99%无需介入。马斯克会上已经分享了明年会在美国两个周实行无人监管的fsd，其实离真正自动驾驶已经很近了，就算cybercab量产无法很快实现，现有车型就可以先加入运营，所以华尔街大部分投资者都没有明白老马的意图。作为长期投资者来说，发布会的内容更加坚定了继续持有的信心，等待10倍收益的到来。那些做短线的赌徒，肯定亏的多。

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上海滩股
·10-13
他FSD说了4年啦，没实现以前才是赌博，如果还继续做长线，那才是赌徒了…
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- 闲人马斯克:
  如果已经实现了，股票还有现在的价格吗？看好未来不是赌，因为看到了马斯克和特斯不懈的投入和强大的科技实力
  10-13
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闲人马斯克
·10-13
特斯拉的FSD V12.5 已经非常接近无监督的全自动驾驶了。特斯拉训练FSD的算力惊人，已经超过所有中国车企用在自动驾驶训练算力的总和，说特斯拉的FSD“遥遥领先”真的不为过。一旦明年在美国的两个州实现，前途不可限量。还有特斯拉的储能，世界上唯一被评为3A的设备，产能与利润高速增长，不久利润会超过卖车的利润。不看好特斯拉，可以不投资或做空它嘛，向盖茨学习，看到很多人喷它如何的不好，有必要吗？
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Xzhouz
·10-13
特斯拉不光是一个造车企业，这已经是大家的共识了，不然特斯拉怎么支撑的起这么高的市盈率。其实fsd和Robertaxi预期已经反应在股价里了。成功了，股价还会暴涨，不成功，几年内暴跌也是有可能
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