机构警告：扣除自动驾驶和能源业务，马斯克的特斯拉汽车业务每股价值只有30到40美元！自动驾驶如今已占特斯拉整体价值超过70%

格隆汇12-18

格隆汇12月18日｜William Blair能源研究主管Jed Dorsheimer表示，特斯拉汽车业务的权重其实被大幅淡化了，我们在部分加总分析中指出，汽车本业每股价值其实只有大约30到40美元。Dorsheimer认为，目前股价几乎完全是对尚未完全实现的未来下注，这场“转型”其实已经完成——市场不再以电动车交付量来评价特斯拉，而是聚焦在其机器人与AI的进展。根据他的分析，自动驾驶如今已占...

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