$特斯拉(TSLA)_老虎社区_美港股上老虎

2025-06-07

$特斯拉(TSLA)$ 商业归商业，政治归政治。3个月前预测过，因马斯克从政，股价从200爆拉至400+。这一波不是基于商业价值逻辑，而是政治泡沫。

现在政治泡沫破裂，特斯拉应回归其原本商业价值区间，200+左右的水位。

在商言商，从产品，技术和商业模式等看，还是看好特斯拉的长期增长空间。

特斯拉Q4盈利高于预期，开始局部真正无人驾驶，投资xAI 20亿，Cybecab和机器人待量产，将停产Model S和X，将生产线转至制造人形机器人Optimus。特斯拉周三盘后公布的第四季度财报电话会议透露出激进的战略转型信号，马斯克宣布将永久停产旗舰车型Model S和Model X，并确认了向人工智能（AI）公司xAI投资20亿美元的计划。【马斯克“画饼”，能否支撑特斯拉股价涨势？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

5702046G
2025-06-08
5702046G
未来一定是光明的，只是道路曲折罢了
JasonLiewKF
2025-06-08
JasonLiewKF
说得对，不看好

发表看法

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