Replying to @雪球滚不大:现有的情况是,fsd 近乎完美,能源储备大幅增长,已经贡献了现金流,电车仍在第一梯队,robotaxi 在8月份发布。请问哪一家汽车公司可以与之相比?为何就一定要认为它是一家纯汽车公司。你不看财报和公司的构架就随便评论的吗?//@雪球滚不大:本人从事汽车行业十多年了,特斯拉以目前现有的情况来看的话,就是一家普通汽车公司的水平。估值一千亿都多了!
@吉哥美股投资:$特斯拉(TSLA)$ We're having a massive moment with Tesla's FSD progress right now, yet so few people have any idea that it's even happening. • FSD 12 was a huge step change forward • 1.8 million Teslas got a free 30 day FSD trial • Tesla's fleet is now doing 1 billion FSD miles every 2-3 months (vs 1 billion every 3 years) • FSD (Supervised) v12.4 will get rid of the steering wheel nag (coming in 1-2 weeks) • Tesla is finally no longer compute constrained, allowing them to improve FSD MUCH quicker. The company's compute capacity will increase at least 6x this year. • Preliminary approval to launch FSD (Supervised) in China. • Swedish Transport Administration Advisor praises Tesla's FSD "smo
@吉哥美股投资:$特斯拉(TSLA)$ 特斯拉将最终通过 FSD解决方向盘问题!预计将在 1-2 周内推出。 BREAKING: Elon Musk has confirmed that after 3.5 years, Tesla will FINALLY be getting rid of the FSD steering wheel nag with FSD (Supervised) version 12.4!! It's expected to launch in 1-2 weeks.