Huan Qiu Wang·2025-09-13 02:07Core Viewpoint - Elon Musk claims that approximately 80% of Tesla's long-term value will come from the humanoid robot Optimus, indicating a strategic shift from being an electric vehicle manufacturer to an artificial intelligence giant [1] Group 1: Financial Performance and Valuation - Tesla's projected earnings for 2025 are expected to decline by nearly 30% year-on-year, with the autonomous taxi business still years away from profitability and facing fierce competition from rivals like Waymo [3] - Tesla's price-to-earnings ratio remains high at 155 times, making it the most expensive stock among the "Magnificent Seven" in the U.S. stock market, significantly surpassing Nvidia's 31 times [3] - The company's revenue has shown almost no substantial growth over the past two years, raising concerns about its classification as a growth company [3] Group 2: Strategic Initiatives and Investor Sentiment - Musk's recent $1 trillion compensation plan is heavily reliant on the success of the Optimus project, which aims to sell 1 million AI robots within ten years [3] - Some investors believe Tesla's value lies not only in electric vehicle sales or financial data but also in long-term confidence in Musk's innovative capabilities [4] - The market perceives Tesla's valuation as a bet on Musk's ability to turn science fiction into reality, with the Robotaxi revolution yet to materialize [3]