特斯拉，正在亲手终结自己的“豪华时代”_老虎社区_美港股上老虎

特斯拉，正在亲手终结自己的“豪华时代”

智能元宇宙02-03

刚刚，200亿美金砸下，一场巨变即将揭晓当传统车企还在为电动车市场的份额争得头破血流时，特斯拉已经悄然转身，把目光投向了更远的未来。这步子迈得，属实有点大。今天，全球汽车行业迎来一个历史性时刻。特斯拉正式宣布，停止生产曾经定义高端电动车的 Model S 和 Model X。说真的，我刚看到这消息时也愣了一下，这不像是特斯拉会干的事啊？但这真不是一个巨头的陨落，而是一次彻底的战场清理。当大多数...

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era\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLG":0.6,"TSLP":0.6,"TSLR":0.6,"TSLA":1.98,"TSLO":0.6,"TSLY":0.6,"TSLS":0.6,"TSL":0.6,"TSLI":0.6,"TSLT":0.6,"TSLQ":0.6,"CRSH":0.6,"TSDD":0.6,"TSYY":0.6,"TESL":0.6,"07766":0.6,"TSLZ":0.6,"TSLW":0.6,"TSII":0.6},"content_text":"刚刚，200亿美金砸下，一场巨变即将揭晓当传统车企还在为电动车市场的份额争得头破血流时，特斯拉已经悄然转身，把目光投向了更远的未来。这步子迈得，属实有点大。今天，全球汽车行业迎来一个历史性时刻。特斯拉正式宣布，停止生产曾经定义高端电动车的 Model S 和 Model X。说真的，我刚看到这消息时也愣了一下，这不像是特斯拉会干的事啊？但这真不是一个巨头的陨落，而是一次彻底的战场清理。当大多数竞争者还在争抢电动车市场那点剩余蛋糕时，特斯拉已经携200亿美金弹药，转身投入一场更深远的布局。这感觉，就像别人还在研究怎么把马车做得更豪华，特斯拉已经开始琢磨造火箭了。1 当汽车光环褪去，特斯拉在忙什么？最新的财报揭晓了一个让外界直呼“看不懂”的事实。特斯拉的汽车业务收入同比出现了下滑，这是其历史上首次年度营收与利润双降。这事儿要是放在任何一家传统车企身上，董事会估计早就炸锅了。但特斯拉的掌舵者却异常冷静。他在电话会议里面对分析师的连环提问，语气平静得仿佛在聊周末计划：“很多人还停留在过去，但我看到的未来是——如果你没有实现自动驾驶，你的车就和马车没什么两样。”有意思的是，当汽车销量增长放缓，另一项业务却像坐了火箭一样往上窜——特斯拉的储能板块。2025年第四季度，其储能产品部署量创下纪录，同比增长近50%。说白了，正是这块业务的强劲利润，硬生生撑住了整体毛利的基本盘。一种“以电养未来”的战略逻辑，就这么明晃晃地摆在了台面上。我琢磨着，这思路确实很特斯拉——你们盯着的，人家可能早就看不上了。2 华尔街的疯狂预言，他们看到了什么？最坚定的特斯拉多头之一、方舟投资的凯西·伍德，最近又给出了一个让人瞠目结舌的预测：到2029年，特斯拉股价有望飙升至2600美元。十倍！这数字听着都吓人。她为啥这么敢说？因为她认为特斯拉90%的价值，根本不在车本身，而在未来那张由Cybercab编织的、覆盖全球的自动驾驶网络。这网络一旦建成，年产值可能高达10万亿美元。这饼画得，我差点都信了。另一位知名投资人罗恩·巴伦也同样大胆，他预言特斯拉市值将在未来十年翻五倍，达到4万亿美元。他看重的，早就不是下个季度的交付量，而是一个由AI和Optimus机器人驱动的全自动生产体系。在他眼里，特斯拉的掌舵者像个现代达芬奇，在用AI重塑整个工业逻辑。这些大佬的视角，确实和我们普通人不太一样。当普通散户还在纠结交付量数据时，他们已经看到了一个由千万台机器人组成的“未来工厂”蓝图。3 200亿美金，到底要砸向哪里？2026年，特斯拉计划投入超过200亿美金的资本支出。这可不是个小数目，那么，这笔巨款会流向哪里？超级计算中心：在德州奥斯汀，一个由数十万块芯片组成的“AI心脏”正在快速构建；机器人进化：下一代Optimus机器人已经能通过观看视频学习人类工作，这学习能力快赶上人类了。未来的特斯拉工厂，可能会是一个“机器人制造机器人”的闭环。没有工会纠纷，没有情绪波动，只有效率的极致叠加。停产老款车型，或许正是为了腾出产能和空间，来部署年产能百万台的机器人产线。“我不关心短期股价的波动，我关心的是我们是否正在以最快的速度逼近通用人工智能。”这番在财报会议上的表态，听起来有点狂，但很符合他一贯的作风。04 无人驾驶的“最后一封信”在奥斯汀的街道上，真正的无人驾驶测试车已经悄然运行——没有安全员，没有跟随车，只有AI在独立驾驶。说实话，光想想这场景就觉得有点科幻。2026年，没有方向盘和踏板的Cybercab计划投入大规模运营。这像是一封写给传统驾驶时代的告别信，也是一封寄往未来的邀请函。“当你习惯了让车自己带你去任何地方，再回到手动驾驶，就像是在用鹅毛笔写信一样笨拙。”这个比喻，虽然夸张了点，但确实让人印象深刻。05 2026年的最大惊喜会是什么？一边是传闻中面向大众市场的2.5万美元廉价电动车，另一边是可能彻底改写生产与生活方式的Optimus机器人。哪一个会成为2026年的真正主角？财报会议结束时，特斯拉留下了一句充满悬念的话：“2026年，当大家看到我们工厂里发生的事情时，你们会觉得之前所有的想象力都还是太保守了。”这话说得，让人心痒痒的，又忍不住期待。06 我们正在见证什么？回过头看，这或许不仅仅是一家公司的转型。更可能是一次技术、工业乃至文明逻辑的重构。特斯拉正在用行动向所有人提问：当汽车不再只是交通工具，当工厂不再依赖人力，未来的世界会是什么模样？也许答案，就藏在2026年那扇即将打开的门后。你认为，特斯拉2026年的最大惊喜会是什么？是人人买得起的电动车，还是彻底解放双手的机器人？欢迎在评论区聊聊你的直觉，也许我们正在见证的，正是下一个时代的锚点","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"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}