SpaceX IPO悬念压过特斯拉业绩，财报电话会成“多线叙事”？

Group 1 - Tesla's upcoming earnings call may be overshadowed by questions regarding SpaceX, particularly about potential IPO considerations for long-term Tesla shareholders [1] - Approximately 1.4 million shares of Tesla are held by investors curious about their position if SpaceX goes public, with SpaceX's valuation potentially reaching $1.5 trillion [1] - Experts suggest that a targeted allocation plan could be a way for SpaceX to prioritize Tesla shareholders, although details remain unclear [1] Group 2 - Investors are keen on Tesla's plans in artificial intelligence and robotics, with the company recently starting to deploy driverless vehicles in Austin, marking a significant milestone [2] - Tesla's vast data resources are seen as a competitive advantage in the robotaxi market, and there is optimism about the company's ability to scale operations [2] - The company plans to begin production of the Cybercab, a vehicle without pedals or a steering wheel, in April [2] Group 3 - Tesla will discontinue the one-time purchase option for its Full Self-Driving (FSD) feature, shifting to a subscription model priced at $99 per month, with future price increases expected [3] - Investors are also interested in the humanoid robot Optimus, which is expected to start external sales by the end of 2027, currently being used for simple tasks in Tesla's factories [3] - The company plans to showcase the next generation of Optimus this quarter and aims to start mass production by the end of the year, though challenges in design and scaling remain [3] Group 4 - Tesla aims to introduce more affordable models, with plans for the Cybercab priced around $25,000, making it one of the few electric vehicles under $35,000 in the U.S. market [4] - Regulatory challenges may arise due to the design of the Cybercab, which is envisioned without a steering wheel or pedals [4] - The last new model launched was the Cybertruck in 2023, which has not met previous sales expectations, with projected sales for 2025 down 48% from the previous year [4]