$TSLA(TSLA_老虎社区_美港股上老虎

特斯拉多头和PLTR多头
11-21

$TSLA(TSLA)$

$Palantir Technologies Inc.(PLTR)$ 长期看多

AI没有泡沫，只是需要一点时间证明应用能力，市场上能看到应用前景的是少数，但股价的涨幅让市场担心回报能力。短期波动是正常的，长期看都是起点。

短期情绪叠加了降息暂停的不确定风险，美国的经济基本面没有太大问题。就业并没有太差，经济向上，让资本预期担心不降息。华尔街只是经济的润滑剂，但散户应该所走的路则应该原则上是不同。长期Ai应用的潜力巨大。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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暮烟风雨
·11-23
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特斯拉的人形机器人，售价马斯克给出的预期要控制在2万美元以内，就算10年完成100万台，也才200亿美金，但是如果市值达到3万亿，则马斯克可以解锁1%，也就是300亿美金，相当于销售额还不足以支付马斯克薪酬
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- 特斯拉多头和PLTR多头回复特斯拉多头和PLTR多头:
  拿不到一分钱则相当于ceo无偿打工十年。
  11-23
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- 特斯拉多头和PLTR多头:
  根据现有量产计划，特斯拉Optimus人形机器人的十年总产量预计为1亿台。而你的预测是一百万台，相当于达成目标的1%。如果仅仅是达成1%的目标，股价不可能翻那么多倍。而根据薪资计划股价达不到的结果是马斯克一分钱都拿不到。
  11-23
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DrewStrong
·11-21
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特斯拉和PLTR拿稳了，AI革命才刚开始！
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- 特斯拉多头和PLTR多头:
  [比心]
  11-22
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上山抓牛股
·11-23
对于AI泡沫回应，其实先看特斯拉Robotaxi/FSD，再看擎天柱机器人，到目前为止最大终端杀手级应用进展就可以了，在可见的5年内就能真刀真枪见真章。
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闲人马斯克
·11-22
支持你 [强]
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