40 萬美金 買一輛卡車？ 馬斯克這是瘋了 還是在搶錢？ 全網都在噴 這價格能買 兩輛柴油卡車了 誰買誰是傻子！ 但在你開噴之前 先聽我算這筆帳 你會發現 這不是一輛卡車 這是一台 合法的印鈔機 沒錯 入手價是貴了一倍 但物流老闆 看的是全生命 週期成本 跑一百萬英里 光是電費對比油費 Tesla Semi 就能幫你省下 整整 20 萬美金！ 再加上不需要 換機油 修變速箱 維護費 再省一筆 跑個幾年 這輛車就 等於是白送的！ 但这还不是 最可怕的 想像一下 當 FSD 正式落地 這輛車不再 需要司機 每年省下 10 萬美金的 人力成本 24 小時 不眠不休地跑貨 到那時候 誰還在乎 車價是 30 萬 還是 40 萬？ 這是一場 對舊時代 霸主的降維打擊 看不懂的人 嫌它貴 看懂的人 已經在 排隊送錢了 你是哪一種？. ...

華爾街那些 穿西裝的分析師 這次可能 全都看走眼了！ 現在每個人 都在問 Tesla 本益比 飆到 100 多倍 輝達才 30 倍 這泡沫 是不是要破了？ 大錯特錯！ 今天我必須 告訴你一個 反直覺 但無比 真實的真相 一位擁有物理學 背景的高盛 前分析師 AJ 指出 我們正在見證 歷史上最瘋狂的 「Elon 溢價」 別再用傳統 眼光看財報了！ 在川普勝選 馬斯克成為 「榜一大哥」 的當下 市場邏輯已經 發生了質變 Tesla 的本益比 中位數高達 184 倍 這不是泡沫 這是華爾街給予 「政治最惠國待遇」 的新常態！ 只要 Robotaxi 的故事還在推進 這個倍數 就「動不了」！ AJ 的模型預測 非常暴力 未來 12 個月 股價上看 600 美元 24 個月內 直接衝擊 1000 美元！ 所以兄弟們 現在的回調 可能不是逃命波 而是最後的 「倒車接人」 你是要被甩下車 還是坐穩扶好 迎接下一個 十倍的增長？. ...

大家好我是大鱼 Nvidia本益比 才30倍 Tesla 凭什么破百？ 华尔街都在喊贵 但一位前 高盛分析师却警告 千万别用 旧逻辑看马斯克！ 他利用3000行 的模型算出 在「Elon溢价」 加持下 184倍本益比 竟是新常态 股价两年内 更将冲击1000美元 为什么说 永远别去 怀疑这个倍数？ 今天带你破解 这套让空头 粉身碎骨的 硬核逻辑 大家不要错过 今天的精彩内容 OK let's go 第一部分 华尔街看不懂的 Elon溢价 兄弟们 最近Tesla的股价 是不是让你 又爱又恨？ 川普当选那一波 「川普行情 直接把Tesla 的股价送上天 让现在市盈率 （PE）看起来 高得吓人 随便一个华尔街 的分析师都会 跟你说 Tesla太贵了！ Nvidia 才30 倍 Tesla凭什么 100 多倍？ 但如果我告诉你 这些名校毕业的 分析师全都 看错了呢？ 今天我们不看那些 只会画线的图表派 我挖到了一位 拥有物理学背景 曾在高盛搞并购 的硬核分析师AJ 他的模型非常变态 光是Excel 就有3000 多行！ 他在今年2 月 就精准预测了 年底Tesla 会上$300 而现在 他给出的最新 目标价是12 个 ...

Core Insights - Tesla has an AI chip business, as highlighted by CEO Elon Musk [1] Company Summary - The mention of Tesla's AI chip business indicates a diversification of its operations beyond electric vehicles [1]

Core Viewpoint - Tesla's stock has seen a significant increase due to robotaxi hype, but there are concerns about its competitive position against Waymo and the overall viability of the robotaxi market [1][2][10] Company Performance - Tesla shares have risen 28% over the past three months, but the company faces declining sales and an aging vehicle lineup [2] - Current market capitalization stands at $1,301 billion, with a price range of $214.25 to $488.54 over the past year [5] Competitive Landscape - Waymo has announced the launch of fully autonomous driving in five new cities, increasing its operational footprint to ten cities, while Tesla is still in the testing phase with only 30 robotaxis in Austin [3][4][7] - Waymo has surpassed 10 million driverless trips across its U.S. operations, showcasing its lead in the autonomous vehicle space [7] Strategic Developments - Tesla plans to expand its robotaxi fleet to about 500 vehicles by the end of the year, but it still relies on a safety monitor, unlike Waymo, which removed this requirement in 2020 [6][8] - Tesla's approach to scaling its robotaxi business may benefit from its existing vehicle fleet and production capacity, as it utilizes a camera-based system rather than LiDAR and radar [8] Future Outlook - CEO Elon Musk's new compensation package is tied to ambitious goals, including operating 1 million robotaxis and achieving significant milestones in technology [9] - Despite the challenges, Tesla's potential for future growth remains, but investors are advised to be cautious about the robotaxi hype due to regulatory and safety uncertainties [10]

1.当前美国算力投资是在通用人工智能越来越近的趋势下，所做的超前基础设施布局。总体上，当前美国算力基建已有泡沫迹象，但尚未到失 控的边缘，虽不能完全排除算力泡沫破裂可能性，但无论从当前大模型技术的快速迭代，大模型企业高速增长的营收，以及各行业上云落地的 需求，都让这一巨额投资具备一定的合理性。 2.美国当前规划建设的大型数据中心项目总装机容量已突破 45 吉瓦（GW），这场建设热潮预计将吸引超 2.5 万亿美元投资。大西洋月刊文章 设想了一种"崩盘机制"，即当这些巨额投资未能按预期变现、资本市场情绪转向、防御性抛售开始，就可能触发系统性的回落，科技股回落→ 估值压缩→投资放缓→AI 基础设施、芯片、数据中心等领域连锁受累。 3.大模型企业的增长斜率足够高，对芯片供应的需求持续提升。从收入来看，以OpenAI和Anthropic为代表的美国企业在个人用户和企业用户 两端均已实现可观收入。如预计今年底OpenAI的年化收入将超过200亿美元，比之前预测的130亿美元大幅增长，相比去年的40亿美元更是增 长5倍，并计划到2030年增长至数千亿美元。 4.今年三季度，亚马逊、微软和谷歌的云计算收入受AI拉动，分别达3 ...

The GENIUS Act pulls bitcoin further into the regulatory perimeter through its treatment of bitcoin-backed stablecoin reserves, but it does not solve the underlying volatility problem.Strategy (the former MicroStrategy), Block and Tesla now carry sizable bitcoin positions on their balance sheets, leaving earnings exposed to rapid revaluation.Bitcoin’s price has tumbled from record highs above $125,000 in early October to the low-$80,000s, erasing months of gains and sparking “peak bitcoin” fears.Through mid ...

Tesla Inc. (NASDAQ:TSLA) AI lead Ashok Elluswamy has weighed in on the automaker's chip-building efforts amid an artificial intelligence and self-driving push.Chips Co-Designed With Tesla AI Software TeamsElluswamy, quoting a post by the CEO on the social media platform X, said that the chips that Tesla is building are "heavily co-designed with the Tesla AI software teams." He also added that the chips were designed to achieve better margins on "perf per Watt and perf per dollar" than other AI hardware syst ...

Core Insights - Tesla is a compelling company with significant growth potential, but its current stock price reflects high expectations for future performance, leaving little margin for error if growth takes longer than anticipated [2][5][10] Financial Performance - In Q3 2025, Tesla achieved total revenue of $28.1 billion, marking a 12% year-over-year increase, driven by record vehicle deliveries and strong demand for energy storage projects [3] - Automotive revenue increased by 6% year-over-year to approximately $21.2 billion, while the energy generation and storage segment saw a 44% revenue growth to around $3.4 billion [3] - Operating income for Q3 fell 40% year-over-year to $1.6 billion, with operating margin decreasing from 10.8% to 5.8% [4] Valuation Metrics - Tesla's stock currently has a price-to-earnings ratio of about 270 and trades at approximately 14 times sales, indicating a high valuation relative to its current revenue sources [5][9] - The market capitalization of Tesla stands at $1,301 billion, with a current stock price of $391.09 [9] Growth Initiatives - Tesla is investing heavily in artificial intelligence infrastructure and new product development, which has led to a 50% increase in operating expenses to around $3.4 billion [4][8] - The company aims to transition into high-margin businesses such as self-driving software and an autonomous ride-sharing network, but these initiatives require substantial capital and carry technical and regulatory risks [6][7] Investment Considerations - The current valuation may not leave sufficient room for risks associated with the expansion into new product lines, as operating expenses are rising faster than revenue [8] - A target entry price of around $220 per share is suggested, which would still reflect Tesla's position in the electric vehicle market and its growth opportunities [10][12]

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