$特斯拉(TSLA)_老虎社区_美港股上老虎

2025-07-25

$特斯拉(TSLA)$ 短期看，政策变动和竞争可能持续施压，导致波动；长期看，如果Robotaxi和Optimus落地，公司估值可能大幅提升（马斯克称自治是Tesla价值的“压倒性”部分）。

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？】

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