SpaceX IPO悬念压过特斯拉业绩，财报电话会成“多线叙事”？

新财闻02-03

特斯拉(TSLA.O)或许会在自家财报电话会上，沦为埃隆·马斯克（Elon Musk）旗下另一家公司的“配角”。随着财报将于周三美股盘后发布，本季度得票最高、面向马斯克的问题却指向他领导的另一家公司——SpaceX。在特斯拉用于征集并解答财报电话会提问的平台Say.com上，一名散户投资者提出并获得最高票的问题写道：“你曾说过：忠诚值得被忠诚回报。如果SpaceX进行IPO，长期持有特斯拉股票的...

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Musk）旗下另一家公司的“配角”。随着财报将于周三美股盘后发布，本季度得票最高、面向马斯克的问题却指向他领导的另一家公司——SpaceX。在特斯拉用于征集并解答财报电话会提问的平台Say.com上，一名散户投资者提出并获得最高票的问题写道：“你曾说过：忠诚值得被忠诚回报。如果SpaceX进行IPO，长期持有特斯拉股票的股东是否仍会被优先考虑？”这道问题之所以受到关注，源于一批合计持有约140万股特斯拉股票的投资者。他们对SpaceX在今年可能启动首次公开募股之际，自己将处于何种位置愈发好奇。SpaceX的目标估值最高可达1.5万亿美元，而其当前估值约为8000亿美元。如果成功实现这一目标，其市值将与当下的特斯拉大致相当。SpaceX将如何优先考虑特斯拉股东目前尚不清楚，尽管马斯克多次表示希望这样做。专家称，一种潜在方式是定向配售计划，即公司为与其存在特定关系的一群人预留股份。投资者同样关注特斯拉在人工智能和机器人领域的规划，这是马斯克及公司愿景的核心。公司高管上周表示，特斯拉已在得克萨斯州奥斯汀的机器人出租车网约服务中，开始使用少量没有安全员的自动驾驶车辆，这是公司发展的一个里程碑。在Say.com上，投资者要求特斯拉详细说明当前限制其扩大机器人出租车部署规模的瓶颈因素，并希望了解特斯拉早期机器人出租车业务的经济性情况。该服务目前仅在奥斯汀和旧金山湾区提供。特斯拉掌握着海量数据，这是分析师认为其在机器人出租车竞赛中具备的一大优势。他们也对公司实现规模化扩张的能力持乐观态度。特斯拉计划在4月开始生产Cybercab，这是一款没有踏板和方向盘的车辆。“我认为自动驾驶汽车在这一阶段本质上已经是一个被解决的问题，”马斯克上周表示，并预测特斯拉的机器人出租车服务将在今年年底前“非常普及”。股东们还在寻求特斯拉对其完全自动驾驶软件（FSD）规划的进一步澄清，以及公司何时可能推出被称为“无监督”的更高级版本。目前的高级驾驶辅助系统被称为“有监督”FSD，仍要求驾驶员保持对道路的注意力。下个月，特斯拉计划取消一次性购买FSD的选项，这意味着有意使用该功能的消费者将只能选择订阅方案，目前月费为99美元。但马斯克表示，随着系统不断改进，价格将会上调，而在无监督FSD公开后将迎来“巨大的价值跃升”。投资者希望获得更多信息的另一大主题，是特斯拉的人形机器人Optimus。马斯克上周表示，Optimus有望在2027年底前开始对外销售，目前已在特斯拉工厂中用于“简单工作”，并可能在今年晚些时候承担更多任务。特斯拉预计将在本季度展示下一代Optimus，并在年底前启动规模化生产。不过，公司是否已经解决机器人在设计和扩产方面的问题，仍不明确。“所以在汽车领域，你已经有一条成熟的供应链，”马斯克在此前一次财报电话会上表示，“但在人形机器人领域，是没有现成供应链的。”尽管许多投资者将目光投向自动化未来，电动车销量仍受到一定关注。电动车业务贡献了特斯拉的大部分收入，但在2025年出现下滑。一名至少持有300万股的机构投资者询问，特斯拉是否会推出新车型以覆盖不同细分市场，以及机器人出租车的兴起将如何影响汽车行业。投资者长期以来希望看到特斯拉推出更亲民的车型。公司在去年10月推出了Model Y和Model 3的更低价版本，在一定程度上满足了这一期待，但两款车型的起售价仍分别接近4万美元和3.7万美元。对于无法承担这一价格的消费者，特斯拉计划推出Cybercab。马斯克表示，该车型的售价可能为2.5万美元，这将使其成为美国市场上售价低于3.5万美元的少数电动车之一。不过，马斯克的设想是销售一款没有方向盘和踏板的车辆，这可能会带来监管方面的挑战。特斯拉董事长罗宾·丹霍姆（Robyn Denholm）去年在接受采访时表示，如有必要，为了安抚监管机构，该车型将配备方向盘和踏板。特斯拉上一次推出新车型是在2023年，即Cybertruck，但其表现未能达到马斯克此前的高预期。根据考克斯汽车（Cox Automotive）的数据，2025年Cybertruck销量为20237辆，较上一年的38965辆下降48%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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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