特斯拉并非汽车公司，而是一家机器人公司

鞭牛士02-12

据teslarati报道，特斯拉股票迎来华尔街分析师吉姆·克莱默的最新解读，他终于意识到特斯拉拥趸早已心知肚明的事实：特斯拉并非汽车公司，而是一家机器人公司。1月下旬特斯拉发布财报后，克莱默在近期研报中表示，特斯拉汽车业务板块表现平平、财务数据不及预期，却并不代表公司当前的真实发展现状。这家企业正彻底摆脱早期的身份定位，如同破茧成蝶般完成蜕变。特斯拉财报电话会传递的核心信息十分明确：从宏观视角来看...

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X将在第二季度后停产，称这两款车型对公司未来已无实质价值。特斯拉正将重心转向适配自动驾驶的车型、无人驾驶出租车及自动驾驶技术研发。克莱默对此表示认同：“……特斯拉公布了业绩，其实超出了市场预期，但没人在意这些数据，因为电动汽车已成过去式。据马斯克所言，这家公司的未来取决于无人驾驶出租车与人形机器人。财报发布次日，特斯拉股价下跌超3%。原因或许是其资本支出预算高于预期，也可能是投资者希望获悉新业务的更多细节。在我看来，马斯克的追随者或许更看好计划今年晚些时候上市的太空探索技术公司（SpaceX）。”他继续强调，特斯拉正真正从汽车业务转向无人驾驶出租车、擎天柱机器人及人工智能领域：“我知道市场态度转变之快令人难以置信。昨晚我还以为这是一家陷入困境的汽车企业，结果发现它实则是一家机器人与无人驾驶出租车公司，我恨不得立刻大举买入。没错，特斯拉一夜之间就完成了身份蜕变。作为汽车公司，我并不看好它；但作为无人驾驶出租车与人形机器人领域的巨头，我对它青睐有加。我愿意买入，还想顺带入手五台机器人。”克莱默的观点与特斯拉最乐观的投资者不谋而合。过去数年，那些被称作“永久多头”的投资者一直持相同看法：特斯拉早已不再是汽车公司。其真正的核心在于人工智能与机器人带来的未来与潜力，特斯拉股票显然无法与福特、通用等传统车企归为一类。（电车界编译）","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":1,"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 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