段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”

大河报02-04

2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始...

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精彩评论

清水月影
02-04
清水月影
他配提鞋吗？连马云都不配，他算老几

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Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的净利润为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。————————————来   源：界面新闻、每日经济新闻编   辑：王  聪校   对：周文娟值班主任：钟玉芹审   核：施一楠","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":529103260979360,"gmtCreate":1770211636997,"gmtModify":1770211639607,"author":{"id":"3498094960736828","authorId":"3498094960736828","name":"清水月影","avatar":"https://static.tigerbbs.com/c412f43f937ec502a25521ed80cfd007","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3498094960736828","idStr":"3498094960736828"},"htmlText":"他配提鞋吗？连马云都不配，他算老几","listText":"他配提鞋吗？连马云都不配，他算老几","text":"他配提鞋吗？连马云都不配，他算老几","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529103260979360","repostId":2608521233,"repostType":2,"repost":{"id":"2608521233","kind":"news","pubTimestamp":1770197985,"share":"https://www.laohu8.com/m/news/2608521233?lang=zh_CN&edition=full","pubTime":"2026-02-04 17:39","market":"us","language":"zh","title":"段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608521233","media":"大河报","summary":"2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OJGxVBGXWXsD1IUmbic_547vipDQxsiYT14XJc-p69JiIAA/0\"/><p>2月4日，<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、著名投资人段永平在雪球发布了关于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”</p><img src=\"https://inews.gtimg.com/om_bt/O4nySpPnGt9TjLc4uToPGeYN79_VO8ZZCViy3B5XY5NW4AA/0\"/><p>随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。</p><img src=\"https://inews.gtimg.com/om_bt/OzyWZMW44HBFgRaLVAgzP9F4WQQhaDKAfsI8_cgMS6jWoAA/0\"/><p>公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。</p><img src=\"https://inews.gtimg.com/om_bt/OVqSo3e7UNCarJ3IYrTe9voDzo3CeMJ1ct-8fqN17JpRkAA/0\"/><p>段永平</p><p>此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。</p><p>段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。</p><p>目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的<span>净利润</span>为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。</p><p>汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。</p><p>特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。</p><p>2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。</p><p>————————————</p><p>来   源：界面新闻、每日经济新闻</p><p>编   辑：王  聪</p><p>校   对：周文娟</p><p>值班主任：钟玉芹</p><p>审   核：施一楠</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”</title>\n<style 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Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLZ":"2倍做空TSLA ETF-T-Rex","TSLS":"1倍做空TSLA ETF-Direxion","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF 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Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的净利润为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。————————————来   源：界面新闻、每日经济新闻编   辑：王  聪校   对：周文娟值班主任：钟玉芹审   核：施一楠","news_type":1,"symbols_score_info":{"TSLR":0.6,"TSYY":0.6,"TESL":0.6,"TSLZ":0.6,"TSLP":0.6,"TSLO":0.6,"TSLI":0.6,"TSII":0.6,"TSLG":0.6,"TSL":0.6,"UFO":0.6,"TSLA":1.96,"07766":0.6,"TSDD":0.6,"TSLS":0.6,"TSLY":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLT":0.6,"TSLW":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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