Robotaxi进入关键验证期，特斯拉三连涨创新高_老虎社区_美港股上老虎

Robotaxi进入关键验证期，特斯拉三连涨创新高

华尔街见闻2025-12-17

特斯拉股价隔夜创下489.88美元历史新高，连续第三个交易日上涨，市值攀升至1.63万亿美元。这一涨势主要受益于投资者对该公司Robotaxi业务前景的乐观情绪，尽管其电动汽车销量持续面临挑战。最新推动因素是特斯拉在奥斯汀启动完全无人驾驶Robotaxi测试，车内无安全监督员和乘客。这标志着该公司自动驾驶商业化进入关键验证期，距离其6月份推出带安全员监督的服务仅半年时间。摩根士丹利认为这一突破性...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2592951490?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/628538f21bb4a22b4e35554d136809e1","is_english":false,"pubTime":"2025-12-17 19:14","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2592951490","market":"other","top_or_hot":-1,"title":"Robotaxi进入关键验证期，特斯拉三连涨创新高","media":"华尔街见闻","content":"<div>\n<p>特斯拉股价隔夜创下489.88美元历史新高，连续第三个交易日上涨，市值攀升至1.63万亿美元。这一涨势主要受益于投资者对该公司Robotaxi业务前景的乐观情绪，尽管其电动汽车销量持续面临挑战。最新推动因素是特斯拉在奥斯汀启动完全无人驾驶Robotaxi测试，车内无安全监督员和乘客。这标志着该公司自动驾驶商业化进入关键验证期，距离其6月份推出带安全员监督的服务仅半年时间。摩根士丹利认为这一突破性...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761530\">网页链接</a>\n\n</div>\n","source":null,"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>Robotaxi进入关键验证期，特斯拉三连涨创新高</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{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: 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\">\nRobotaxi进入关键验证期，特斯拉三连涨创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-17 19:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3761530><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价隔夜创下489.88美元历史新高，连续第三个交易日上涨，市值攀升至1.63万亿美元。这一涨势主要受益于投资者对该公司Robotaxi业务前景的乐观情绪，尽管其电动汽车销量持续面临挑战。最新推动因素是特斯拉在奥斯汀启动完全无人驾驶Robotaxi测试，车内无安全监督员和乘客。这标志着该公司自动驾驶商业化进入关键验证期，距离其6月份推出带安全员监督的服务仅半年时间。摩根士丹利认为这一突破性...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3761530\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1066051498.USD","symbol_name":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3761530","article_id":"2592951490","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/628538f21bb4a22b4e35554d136809e1"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761530","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2592951490","pubTimestamp":1765970098,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"特斯拉股价隔夜创下489.88美元历史新高，最新推动因素是无人驾驶测试迈出关键一步，公司已在奥斯汀测试完全无人驾驶车辆，车内无任何乘员。这距离该公司6月份推出带安全员的Robotaxi试点项目仅过去约6个月时间。大摩预计，特斯拉Robotaxi车队规模将从2025年的200辆快速扩张至2035年的100万辆。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4604":"机器人概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","BK4527":"明星科技股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4581":"高盛持仓","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4516":"特朗普概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","LU0823411888.USD":"法巴消费创新基金 Cap","BK4585":"ETF&股票定投概念","BK4555":"新能源车","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4588":"碎股","BK4550":"红杉资本持仓","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC"},"translate_title":"Robotaxi enters a critical verification period, Tesla rises to new highs for three consecutive days","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4dc19f700523fe7e44ef8e9ceaaaa80d","symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6},"content_text":"特斯拉股价隔夜创下489.88美元历史新高，连续第三个交易日上涨，市值攀升至1.63万亿美元。这一涨势主要受益于投资者对该公司Robotaxi业务前景的乐观情绪，尽管其电动汽车销量持续面临挑战。最新推动因素是特斯拉在奥斯汀启动完全无人驾驶Robotaxi测试，车内无安全监督员和乘客。这标志着该公司自动驾驶商业化进入关键验证期，距离其6月份推出带安全员监督的服务仅半年时间。摩根士丹利认为这一突破性进展将成为验证特斯拉Robotaxi战略的最重要催化剂。华尔街分析师预计，成功的无人驾驶运营将为个人车辆推出无监督FSD积累关键数据和监管依据。股价创新高的同时，特斯拉传统电动车业务仍面临销量下滑压力。据Cox Automotive数据，该公司11月美国销量降至四年低位，主要受联邦税收抵免政策取消和品牌形象争议影响。无人驾驶测试迈出关键一步特斯拉CEO马斯克本周透露，公司已在奥斯汀测试完全无人驾驶车辆，车内无任何乘员。这距离该公司6月份推出带安全员的Robotaxi试点项目仅过去约6个月时间。据摩根士丹利分析，这一进展标志着特斯拉自动驾驶商业化进入关键验证阶段。该投行预计，特斯拉Robotaxi车队规模将从2025年的200辆快速扩张至2035年的100万辆。摩根士丹利指出，特斯拉凭借每英里0.59美元的成本优势在行业中处于领先地位。成功的无人驾驶运营将为个人车辆推出无监督FSD功能积累重要数据和监管依据，预计2035年FSD渗透率将达到70%。华尔街上调目标价格Mizuho将特斯拉目标价从475美元上调至530美元，维持买入评级。该机构分析师Vijay Rakesh表示，全自动驾驶技术的改进可能支持Robotaxi车队在奥斯汀、旧金山的加速扩张，并可能更早取消安全监督员。Rakesh参考Alphabet旗下Waymo的业务数据进行对比分析。Waymo目前每周完成约45万次完全自动驾驶出租车服务，较4月份的25万次大幅增长，目标是到2026年底达到每周100万次。不过，Barclays分析师Dan Levy保持谨慎态度，维持持有评级和350美元目标价。他认为各州监管政策的差异可能影响特斯拉服务扩张速度，关键问题仍在于推广时间和规模。电动车销量持续承压尽管Robotaxi前景看好，特斯拉传统电动车业务仍面临挑战。今年前两个季度，该公司汽车业务收入分别下降20%和16%，交付量也出现13%的降幅。据Cox Automotive数据，特斯拉11月美国销量跌至四年低位。这主要受联邦电动车税收抵免政策在9月底到期影响，以及消费者对马斯克政治活动的持续反弹。第三季度情况有所改善，特斯拉收入增长12%，主要得益于美国买家在税收抵免到期前的抢购。不过，10月推出的Model Y和Model 3入门版车型并未显著提振销量，反而可能分流了高端车型需求。面对中国比亚迪、小米以及欧洲大众等竞争对手的低成本或更具吸引力产品挑战，特斯拉在全球市场的竞争压力持续加大。FactSet数据显示，目前40%的分析师给予特斯拉买入评级，平均目标价约为400美元。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}