特斯拉的“双面人生”：卖车公司 vs 万亿美元AI梦

汽车产业前线观察01-28

一边是销量下滑、利润承压的电动车制造商；另一边，却是市值1.49万亿美元的“未来机器人帝国”。这看似矛盾的两个身份，正同时存在于今天的特斯拉身上。而本周三的财报电话会，将成为市场检验马斯克“叙事魔法”是否依然有效的关键一役。投资者不再只关心Model Y卖了多少辆——他们真正想听的是：Robotaxi进展如何？Cybercab何时量产？FSD何时真正“全自动驾驶”？“特斯拉已不是一家汽车公司，而是...

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