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一抹禅心
01-28
$特斯拉(TSLA)$
不能卖空为什么?
一抹禅心
01-20
100万亿它现在也必须跌
特斯拉,正在进行一场25万亿美元的豪赌
一抹禅心
2025-12-30
看空的帖子都发不出来?玩不起?
一抹禅心
2025-12-29
176破了,下跌就要加速了。
一抹禅心
2025-12-29
出大阴往下加速就快反弹了。
一抹禅心
2025-11-07
200空单,盈利3784,只加空,不做多。
一抹禅心
2025-10-29
继续吹泡泡,停不下来了。
一抹禅心
2025-10-29
继续吹泡泡,停不下来了
一抹禅心
2025-10-20
$英伟达(NVDA)$
跳台已经搭好了,等待跳水吧。
一抹禅心
2025-10-18
$美国超微公司(AMD)$
几家抱团,互相投资,打一剂强心针
一抹禅心
2025-09-29
$英伟达(NVDA)$
还在创新高,有点瞎炒了,现在就是多空对决。
一抹禅心
2025-09-24
$英伟达(NVDA)$
先破140再破70
一抹禅心
2025-09-24
$英伟达(NVDA)$
雪崩的时候,没有一片雪花是无辜的。
一抹禅心
2025-09-19
$英伟达(NVDA)$
现在已经不是科技战,是金融战了,把这个树砍倒,美股就危险了。
一抹禅心
2025-09-10
$英伟达(NVDA)$
这种跳空不是强,反而是弱的表现。
一抹禅心
2025-09-08
$英伟达(NVDA)$
掉头快要完成了,这个反抽上不去,下跌就要加速了。
一抹禅心
2025-08-30
$纳斯达克(.IXIC)$
周线的墓碑线非常不好。清仓,小仓位试空。
一抹禅心
2025-08-29
$英伟达(NVDA)$
强劲财报都冲不起来,看来是到头了。
一抹禅心
2025-08-24
$英伟达(NVDA)$
美股现在什么基本面都不用看了,就是情绪,博傻。美股的市值是GDP的两倍多。不是破不破的问题,是什么时候破,怎么破。
一抹禅心
2025-08-24
$微软(MSFT)$
美股现在什么基本面都不用看了,就是情绪,博傻。美股的市值是GDP的两倍多。不是破不破的问题,是什么时候破,怎么破。
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17:29","market":"us","language":"zh","title":"特斯拉,正在进行一场25万亿美元的豪赌","url":"https://stock-news.laohu8.com/highlight/detail?id=2604196192","media":"盖世汽车","summary":"特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企比亚迪超越。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。","content":"<html><body><article><p>近日,首席CEO埃隆·马斯克又将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推向了风口浪尖之中。</p><p>马斯克近期频繁重申其激进的转型计划。据多家外媒报道,马斯克明确宣称,特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测,这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着,在其构想中,机器人业务的价值将占据公司总市值的80%以上。</p><p>然而,这幅宏大愿景的背后,却是骨感的现实。有外媒报道指出,2025年本应是Optimus走向规模化试产的关键一年,但实际产出与预定目标存在巨大鸿沟。</p><p><strong>马斯克眼里的“25万亿”是怎么算的?</strong></p><p>马斯克给出的“25万亿美元”估值,几乎是现在所有美股大公司市值加起来的一半。他凭什么敢喊出这个数字?</p><p>一是用机器人代替“打工人”。在马斯克的构想中,全世界有80亿人,到2040年对机器人的需求可能达到100亿台甚至更多。如果机器人能像人一样在工厂拧螺丝、在家里洗衣服,且每台售价仅约2万美元,那么这个市场的产值将是无限的。</p><p>马斯克认为,机器人是“通用劳动力”,其创造的经济价值将彻底改变人类社会。</p><img src=\"https://inews.gtimg.com/news_bt/OYaj6_KXYn6lYcxL9ZjJOVFm9auAm8jEqrasjTFeRl9DEAA/0\"/><p>图片来源:特斯拉</p><p>二是把自动驾驶的技术“搬”到机器人身上 。特斯拉一直坚称自己不是普通的车企,而是一家人工智能公司。</p><p>马斯克的逻辑很简单:自动驾驶汽车是“长了轮子的机器人”,而Optimus则是“长了腿的机器人”。两者使用的是同一套视觉识别算法和AI芯片。通过这种技术复用,他试图说服投资者:只要特斯拉在自动驾驶上取得突破,机器人就能跟着“变聪明”。</p><p>而特斯拉在此刻提出要向人形机器人公司转型的一大原因是,卖车业务不太行。特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>超越。在核心业务面临压力的同时,马斯克正急于给公司贴上一个新的标签。而人形机器人赛道,是其看好的细分市场。</p><p>马斯克在社交平台和公开访谈中反复提到,特斯拉未来的真正价值不在于卖车,而在于“Optimus”(擎天柱)的人形机器人。</p><p><strong>现实却很骨感,去年就食言了</strong></p><p>虽然马斯克的蓝图画得很美,但2025年交出的答卷却不及格。</p><p>特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。这些机器人目前主要留在特斯拉自己的实验室里“实习”,还没有能力像马斯克说的那样,大规模进入工厂替代工人。</p><img src=\"https://inews.gtimg.com/news_bt/ODNBg2t7sv-Jpn-VEINRKhgH7wmDSXID9lklrzVCi9x4gAA/0\"/><p>图片来源:特斯拉</p><p>另一核心难点在于那一双“不听使唤”的手。目前最让特斯拉工程师头疼的是机器人的灵巧手。要让机器人的手像人手一样灵活,需要安装极其精密的零件。报道指出,目前的供应链根本跟不上,很多零件不仅贵,而且容易坏。</p><p>更何况,造车和造机器人是两码事。汽车工业有着上百年的积累,而人形机器人的供应链才刚刚起步。特斯拉需要自己研发和定制大量的精密零件。这种“从零开始”的难度,显然被马斯克之前乐观的预言给低估了。</p><p>而为了搞定机器人,特斯拉内部进行了大规模的人员调整,很多原本负责开发新车型的顶级工程师被调到了机器人部门。这种做法虽然加快了机器人的进度,但也让外界担心:特斯拉在老本行——造车上,是否会因为分心而被对手甩得更远?</p><p>特斯拉目前的转型,更像是在汽车基本盘受挫后的“破釜沉舟”。当前,特斯拉的股价很大程度上是靠马斯克的“愿景”撑着的。如果机器人项目能够持续拿出亮眼的进展,投资者或许会买单;但如果量产目标一再跳票,市场对马斯克的信任成本将会大幅增加。</p><p>纵观马斯克以往的创业经历,他总喜欢先抛出一个惊人的目标,再通过疯狂的加班和研发去接近它。但这一次,他面对的是物理法则和制造工艺的双重挑战。</p><p>25万亿美元的数字听起来很震撼,但目前的Optimus还只是一个在实验室里步履蹒跚的“婴儿”。其离真正能干活、能赚钱,还有相当长的一段路要走。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。</p><p>对于特斯拉来说,当务之急或许不是继续刷新估值数字,而是如何解决那双“灵巧手”的量产问题。毕竟,一个能真正独立走下产线的机器人,比社交媒体上的千言万语都更有说服力。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,首席CEO埃隆·马斯克又将特斯拉推向了风口浪尖之中。马斯克近期频繁重申其激进的转型计划。据多家外媒报道,马斯克明确宣称,特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测,这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着,在其构想中,机器人业务的价值将占据公司总市值的80%以上。然而,这幅宏大愿景的背后,却是骨感的现实。有外媒报道指出,2025年本应是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&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":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4543":"AI","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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。特斯拉一直坚称自己不是普通的车企,而是一家人工智能公司。马斯克的逻辑很简单:自动驾驶汽车是“长了轮子的机器人”,而Optimus则是“长了腿的机器人”。两者使用的是同一套视觉识别算法和AI芯片。通过这种技术复用,他试图说服投资者:只要特斯拉在自动驾驶上取得突破,机器人就能跟着“变聪明”。而特斯拉在此刻提出要向人形机器人公司转型的一大原因是,卖车业务不太行。特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企比亚迪超越。在核心业务面临压力的同时,马斯克正急于给公司贴上一个新的标签。而人形机器人赛道,是其看好的细分市场。马斯克在社交平台和公开访谈中反复提到,特斯拉未来的真正价值不在于卖车,而在于“Optimus”(擎天柱)的人形机器人。现实却很骨感,去年就食言了虽然马斯克的蓝图画得很美,但2025年交出的答卷却不及格。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。这些机器人目前主要留在特斯拉自己的实验室里“实习”,还没有能力像马斯克说的那样,大规模进入工厂替代工人。图片来源:特斯拉另一核心难点在于那一双“不听使唤”的手。目前最让特斯拉工程师头疼的是机器人的灵巧手。要让机器人的手像人手一样灵活,需要安装极其精密的零件。报道指出,目前的供应链根本跟不上,很多零件不仅贵,而且容易坏。更何况,造车和造机器人是两码事。汽车工业有着上百年的积累,而人形机器人的供应链才刚刚起步。特斯拉需要自己研发和定制大量的精密零件。这种“从零开始”的难度,显然被马斯克之前乐观的预言给低估了。而为了搞定机器人,特斯拉内部进行了大规模的人员调整,很多原本负责开发新车型的顶级工程师被调到了机器人部门。这种做法虽然加快了机器人的进度,但也让外界担心:特斯拉在老本行——造车上,是否会因为分心而被对手甩得更远?特斯拉目前的转型,更像是在汽车基本盘受挫后的“破釜沉舟”。当前,特斯拉的股价很大程度上是靠马斯克的“愿景”撑着的。如果机器人项目能够持续拿出亮眼的进展,投资者或许会买单;但如果量产目标一再跳票,市场对马斯克的信任成本将会大幅增加。纵观马斯克以往的创业经历,他总喜欢先抛出一个惊人的目标,再通过疯狂的加班和研发去接近它。但这一次,他面对的是物理法则和制造工艺的双重挑战。25万亿美元的数字听起来很震撼,但目前的Optimus还只是一个在实验室里步履蹒跚的“婴儿”。其离真正能干活、能赚钱,还有相当长的一段路要走。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。对于特斯拉来说,当务之急或许不是继续刷新估值数字,而是如何解决那双“灵巧手”的量产问题。毕竟,一个能真正独立走下产线的机器人,比社交媒体上的千言万语都更有说服力。","news_type":1,"symbols_score_info":{"CRSH":0.6,"TSLT":0.6,"TSLI":0.6,"TSLA":1.98,"TESL":0.6,"TSLG":0.6,"TSL":0.6,"TSDD":0.6,"TSLY":0.6,"TSLR":0.6,"TSLW":0.6,"TSYY":0.6,"TSLS":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516407605985448,"gmtCreate":1767105360823,"gmtModify":1767105363150,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"看空的帖子都发不出来?玩不起?","listText":"看空的帖子都发不出来?玩不起?","text":"看空的帖子都发不出来?玩不起?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516407605985448","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516102256108672,"gmtCreate":1767022184919,"gmtModify":1767022187479,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"176破了,下跌就要加速了。","listText":"176破了,下跌就要加速了。","text":"176破了,下跌就要加速了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516102256108672","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516064327607584,"gmtCreate":1767013000101,"gmtModify":1767013002655,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"出大阴往下加速就快反弹了。","listText":"出大阴往下加速就快反弹了。","text":"出大阴往下加速就快反弹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516064327607584","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497633958678656,"gmtCreate":1762515341893,"gmtModify":1762515344182,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"200空单,盈利3784,只加空,不做多。","listText":"200空单,盈利3784,只加空,不做多。","text":"200空单,盈利3784,只加空,不做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497633958678656","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494461848519224,"gmtCreate":1761748209698,"gmtModify":1761748212126,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"htmlText":"继续吹泡泡,停不下来了。","listText":"继续吹泡泡,停不下来了。","text":"继续吹泡泡,停不下来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"li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17:29","market":"us","language":"zh","title":"特斯拉,正在进行一场25万亿美元的豪赌","url":"https://stock-news.laohu8.com/highlight/detail?id=2604196192","media":"盖世汽车","summary":"特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企比亚迪超越。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。","content":"<html><body><article><p>近日,首席CEO埃隆·马斯克又将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推向了风口浪尖之中。</p><p>马斯克近期频繁重申其激进的转型计划。据多家外媒报道,马斯克明确宣称,特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测,这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着,在其构想中,机器人业务的价值将占据公司总市值的80%以上。</p><p>然而,这幅宏大愿景的背后,却是骨感的现实。有外媒报道指出,2025年本应是Optimus走向规模化试产的关键一年,但实际产出与预定目标存在巨大鸿沟。</p><p><strong>马斯克眼里的“25万亿”是怎么算的?</strong></p><p>马斯克给出的“25万亿美元”估值,几乎是现在所有美股大公司市值加起来的一半。他凭什么敢喊出这个数字?</p><p>一是用机器人代替“打工人”。在马斯克的构想中,全世界有80亿人,到2040年对机器人的需求可能达到100亿台甚至更多。如果机器人能像人一样在工厂拧螺丝、在家里洗衣服,且每台售价仅约2万美元,那么这个市场的产值将是无限的。</p><p>马斯克认为,机器人是“通用劳动力”,其创造的经济价值将彻底改变人类社会。</p><img src=\"https://inews.gtimg.com/news_bt/OYaj6_KXYn6lYcxL9ZjJOVFm9auAm8jEqrasjTFeRl9DEAA/0\"/><p>图片来源:特斯拉</p><p>二是把自动驾驶的技术“搬”到机器人身上 。特斯拉一直坚称自己不是普通的车企,而是一家人工智能公司。</p><p>马斯克的逻辑很简单:自动驾驶汽车是“长了轮子的机器人”,而Optimus则是“长了腿的机器人”。两者使用的是同一套视觉识别算法和AI芯片。通过这种技术复用,他试图说服投资者:只要特斯拉在自动驾驶上取得突破,机器人就能跟着“变聪明”。</p><p>而特斯拉在此刻提出要向人形机器人公司转型的一大原因是,卖车业务不太行。特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>超越。在核心业务面临压力的同时,马斯克正急于给公司贴上一个新的标签。而人形机器人赛道,是其看好的细分市场。</p><p>马斯克在社交平台和公开访谈中反复提到,特斯拉未来的真正价值不在于卖车,而在于“Optimus”(擎天柱)的人形机器人。</p><p><strong>现实却很骨感,去年就食言了</strong></p><p>虽然马斯克的蓝图画得很美,但2025年交出的答卷却不及格。</p><p>特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。这些机器人目前主要留在特斯拉自己的实验室里“实习”,还没有能力像马斯克说的那样,大规模进入工厂替代工人。</p><img src=\"https://inews.gtimg.com/news_bt/ODNBg2t7sv-Jpn-VEINRKhgH7wmDSXID9lklrzVCi9x4gAA/0\"/><p>图片来源:特斯拉</p><p>另一核心难点在于那一双“不听使唤”的手。目前最让特斯拉工程师头疼的是机器人的灵巧手。要让机器人的手像人手一样灵活,需要安装极其精密的零件。报道指出,目前的供应链根本跟不上,很多零件不仅贵,而且容易坏。</p><p>更何况,造车和造机器人是两码事。汽车工业有着上百年的积累,而人形机器人的供应链才刚刚起步。特斯拉需要自己研发和定制大量的精密零件。这种“从零开始”的难度,显然被马斯克之前乐观的预言给低估了。</p><p>而为了搞定机器人,特斯拉内部进行了大规模的人员调整,很多原本负责开发新车型的顶级工程师被调到了机器人部门。这种做法虽然加快了机器人的进度,但也让外界担心:特斯拉在老本行——造车上,是否会因为分心而被对手甩得更远?</p><p>特斯拉目前的转型,更像是在汽车基本盘受挫后的“破釜沉舟”。当前,特斯拉的股价很大程度上是靠马斯克的“愿景”撑着的。如果机器人项目能够持续拿出亮眼的进展,投资者或许会买单;但如果量产目标一再跳票,市场对马斯克的信任成本将会大幅增加。</p><p>纵观马斯克以往的创业经历,他总喜欢先抛出一个惊人的目标,再通过疯狂的加班和研发去接近它。但这一次,他面对的是物理法则和制造工艺的双重挑战。</p><p>25万亿美元的数字听起来很震撼,但目前的Optimus还只是一个在实验室里步履蹒跚的“婴儿”。其离真正能干活、能赚钱,还有相当长的一段路要走。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。</p><p>对于特斯拉来说,当务之急或许不是继续刷新估值数字,而是如何解决那双“灵巧手”的量产问题。毕竟,一个能真正独立走下产线的机器人,比社交媒体上的千言万语都更有说服力。</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>特斯拉,正在进行一场25万亿美元的豪赌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉,正在进行一场25万亿美元的豪赌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 17:29 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,首席CEO埃隆·马斯克又将特斯拉推向了风口浪尖之中。马斯克近期频繁重申其激进的转型计划。据多家外媒报道,马斯克明确宣称,特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测,这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着,在其构想中,机器人业务的价值将占据公司总市值的80%以上。然而,这幅宏大愿景的背后,却是骨感的现实。有外媒报道指出,2025年本应是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&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":{"LU0234572021.USD":"高盛美国核心股票组合Acc","BK4543":"AI","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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INC","BK4581":"高盛持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604196192","content_text":"近日,首席CEO埃隆·马斯克又将特斯拉推向了风口浪尖之中。马斯克近期频繁重申其激进的转型计划。据多家外媒报道,马斯克明确宣称,特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测,这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着,在其构想中,机器人业务的价值将占据公司总市值的80%以上。然而,这幅宏大愿景的背后,却是骨感的现实。有外媒报道指出,2025年本应是Optimus走向规模化试产的关键一年,但实际产出与预定目标存在巨大鸿沟。马斯克眼里的“25万亿”是怎么算的?马斯克给出的“25万亿美元”估值,几乎是现在所有美股大公司市值加起来的一半。他凭什么敢喊出这个数字?一是用机器人代替“打工人”。在马斯克的构想中,全世界有80亿人,到2040年对机器人的需求可能达到100亿台甚至更多。如果机器人能像人一样在工厂拧螺丝、在家里洗衣服,且每台售价仅约2万美元,那么这个市场的产值将是无限的。马斯克认为,机器人是“通用劳动力”,其创造的经济价值将彻底改变人类社会。图片来源:特斯拉二是把自动驾驶的技术“搬”到机器人身上 。特斯拉一直坚称自己不是普通的车企,而是一家人工智能公司。马斯克的逻辑很简单:自动驾驶汽车是“长了轮子的机器人”,而Optimus则是“长了腿的机器人”。两者使用的是同一套视觉识别算法和AI芯片。通过这种技术复用,他试图说服投资者:只要特斯拉在自动驾驶上取得突破,机器人就能跟着“变聪明”。而特斯拉在此刻提出要向人形机器人公司转型的一大原因是,卖车业务不太行。特斯拉在2025年的全球交付量出现了近8.6%的下滑,这也是其销量首次被中国车企比亚迪超越。在核心业务面临压力的同时,马斯克正急于给公司贴上一个新的标签。而人形机器人赛道,是其看好的细分市场。马斯克在社交平台和公开访谈中反复提到,特斯拉未来的真正价值不在于卖车,而在于“Optimus”(擎天柱)的人形机器人。现实却很骨感,去年就食言了虽然马斯克的蓝图画得很美,但2025年交出的答卷却不及格。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道,特斯拉曾定下2025年生产5000台Optimus的目标,但实际上全年的产量仅有数百台。这些机器人目前主要留在特斯拉自己的实验室里“实习”,还没有能力像马斯克说的那样,大规模进入工厂替代工人。图片来源:特斯拉另一核心难点在于那一双“不听使唤”的手。目前最让特斯拉工程师头疼的是机器人的灵巧手。要让机器人的手像人手一样灵活,需要安装极其精密的零件。报道指出,目前的供应链根本跟不上,很多零件不仅贵,而且容易坏。更何况,造车和造机器人是两码事。汽车工业有着上百年的积累,而人形机器人的供应链才刚刚起步。特斯拉需要自己研发和定制大量的精密零件。这种“从零开始”的难度,显然被马斯克之前乐观的预言给低估了。而为了搞定机器人,特斯拉内部进行了大规模的人员调整,很多原本负责开发新车型的顶级工程师被调到了机器人部门。这种做法虽然加快了机器人的进度,但也让外界担心:特斯拉在老本行——造车上,是否会因为分心而被对手甩得更远?特斯拉目前的转型,更像是在汽车基本盘受挫后的“破釜沉舟”。当前,特斯拉的股价很大程度上是靠马斯克的“愿景”撑着的。如果机器人项目能够持续拿出亮眼的进展,投资者或许会买单;但如果量产目标一再跳票,市场对马斯克的信任成本将会大幅增加。纵观马斯克以往的创业经历,他总喜欢先抛出一个惊人的目标,再通过疯狂的加班和研发去接近它。但这一次,他面对的是物理法则和制造工艺的双重挑战。25万亿美元的数字听起来很震撼,但目前的Optimus还只是一个在实验室里步履蹒跚的“婴儿”。其离真正能干活、能赚钱,还有相当长的一段路要走。而目前,特斯拉的市值是1.46万亿美元,据其25万亿美元差距极大。对于特斯拉来说,当务之急或许不是继续刷新估值数字,而是如何解决那双“灵巧手”的量产问题。毕竟,一个能真正独立走下产线的机器人,比社交媒体上的千言万语都更有说服力。","news_type":1,"symbols_score_info":{"CRSH":0.6,"TSLT":0.6,"TSLI":0.6,"TSLA":1.98,"TESL":0.6,"TSLG":0.6,"TSL":0.6,"TSDD":0.6,"TSLY":0.6,"TSLR":0.6,"TSLW":0.6,"TSYY":0.6,"TSLS":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516407605985448,"gmtCreate":1767105360823,"gmtModify":1767105363150,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"看空的帖子都发不出来?玩不起?","listText":"看空的帖子都发不出来?玩不起?","text":"看空的帖子都发不出来?玩不起?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516407605985448","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516102256108672,"gmtCreate":1767022184919,"gmtModify":1767022187479,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"176破了,下跌就要加速了。","listText":"176破了,下跌就要加速了。","text":"176破了,下跌就要加速了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516102256108672","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516064327607584,"gmtCreate":1767013000101,"gmtModify":1767013002655,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"出大阴往下加速就快反弹了。","listText":"出大阴往下加速就快反弹了。","text":"出大阴往下加速就快反弹了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516064327607584","isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497633958678656,"gmtCreate":1762515341893,"gmtModify":1762515344182,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"200空单,盈利3784,只加空,不做多。","listText":"200空单,盈利3784,只加空,不做多。","text":"200空单,盈利3784,只加空,不做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497633958678656","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494461848519224,"gmtCreate":1761748209698,"gmtModify":1761748212126,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"htmlText":"继续吹泡泡,停不下来了。","listText":"继续吹泡泡,停不下来了。","text":"继续吹泡泡,停不下来了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"li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