特斯拉豪赌机器人

Core Viewpoint - Elon Musk is attempting to pivot Tesla from electric vehicles to humanoid robots, but investors remain skeptical due to stagnant sales and high valuations [1][2]. Group 1: Tesla's Current Situation - Tesla's projected earnings for 2025 are expected to decline by nearly 30%, and its autonomous taxi business is still years away from profitability [1]. - The electric vehicle industry is experiencing a slowdown starting in 2023, which is expected to worsen in 2024, while Tesla's stock is becoming increasingly expensive with a forward P/E ratio of 155 [1]. - Tesla is considered the most expensive stock among the "Seven Giants," with Nvidia following at a P/E of only 31 [1]. Group 2: Investor Sentiment and Future Growth - Analysts suggest that the market is pricing Tesla as a growth company despite nearly no substantial revenue growth over the past two years [2]. - Musk's new compensation plan, valued at $1 trillion, is heavily dependent on the success of the Optimus robot project, which includes a goal of selling 1 million AI robots in the next decade [2]. - Many investors view Tesla's value as a bet on Musk's ability to turn sci-fi visions into reality, rather than just focusing on vehicle sales or financial data [3]. Group 3: Investment Perspective - For those who believe in Musk's potential to change the world through innovation, investing in Tesla is seen as the only way to gain exposure to "Elon" in a public investment portfolio [4].