Tesla CEO Elon Musk walks to board Air Force One with U.S. President Donald Trump (not pictured) as they depart for Philadelphia, Pennsylvania, from Morristown Municipal Airport in Morristown, New Jersey, U.S., March 22, 2025.Tesla rallied for a fourth straight session as the spat between CEO Elon Musk and President Donald Trump showed further signs of a cooldown.Shares rose about 2% Wednesday and were up more than 12% this week.Tesla investors also caught a spark of hope for the company's robotaxi strategy ...

李书福第九家上市公司曹操出行，再进一步 北京商报报道称，营收持续走高，曹操出行却未实现正常盈利，三年亏损超50亿，曹操出行上市是否谋"补仓"。此次上市曹操出行方面在招股 书的风险因素中仍提到："我们维持大量借款为营运提供资金，且以后将继续拥有大量借款。" 股东方面，曹操出行由吉利控股集团孵化成立，是吉利集团布局"新能源汽车共享生态"的战略性投资业务。吉利集团总裁刘金良曾出任曹操专 车董事长，吉利控股创始人李书福旗下Ugo Investment Limited持有曹操出行83.9%的股权，对曹操出行具有绝对控制权。 2024年10月15日在第六届全球智能驾驶大会上，曹操出行CEO龚昕就宣布了公司未来五年的Robotaxi战略规划。曹操出行计划与吉利集团合作 开发专门提供Robotaxi服务的新定制车，包括一款专为自动驾驶而设的L4级Robotaxi，预期将于2026年底推出。 6月10日，曹操出行有限公司通过港交所上市聆讯，联席保荐人包括海通国际、农银国际及广发证券（香港）。 曹操出行创立于2015年5月21日。出行服务、车辆租赁和车辆销售是曹操出行的主营业务。其中，出行服务是曹操出行的核心业务，相关收入占 总 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Elon Musk “Tesla owners will be able to add their cars to the robotaxi fleet very easily.” https://t.co/1Tz46eFDJa ...

以下是2025年6月11日财经领域的热搜话题及核心内容整理： --- - 核心内容：中美双方在伦敦首次经贸磋商中达成框架协议，涉及稀土供应恢复、关税调整及技术管控。美国将暂停4月2日后新 增的24%关税（保留10%基准税率），中国恢复对美民用稀土出口，但军工稀土管制不变。半导体领域（如H20芯片）仍受限， 协议需90天缓冲期细化条款。 - 影响：短期提振市场信心，美股科技股（如特斯拉涨5%）及A股汽车产业链（比亚迪等）反弹，但长期技术博弈未解。 --- - 事件：比亚迪、一汽、东风、广汽等七家车企宣布将供应商账期统一压缩至60天内，落实《保障中小企业款项支付条例》，缓 解中小供应商资金压力。 - 市场反应：汽车零部件板块（美晨科技、欣锐科技等）涨停，机构认为此举或推动行业去库存及盈利改善。 --- - 政策亮点：支持深圳深化低空经济改革（跨境直升机飞行）、探索数字人民币跨境应用，并推动金融、技术、数据赋能实体经 济。 - 相关个股：低空经济（万丰奥威）、数字货币（楚天龙）等概念受关注。 --- - 驱动因素：Robotaxi商业化进展超预期，马斯克与特朗普争议降温，叠加中美贸易缓和。 - 行业影响：高盛预测中 ...

Elon Musk “Tesla owners will be able to add their cars to the robotaxi fleet very easily.” https://t.co/1Tz46eFDJa ...

Group 1 - Tesla has announced a tentative launch date for its robotaxi service, aiming to compete with Alphabet's Waymo in Austin, with a potential start date of June 22 [1] - Elon Musk emphasized the company's focus on safety, indicating that the launch date may change [2] - The first Tesla capable of driving itself from the factory to a customer's house is expected to be ready by June 28 [2]

RT Tesla Owners Silicon Valley (@teslaownersSV)BREAKING: First Model Y seen in Austin testing as a Robotaxi https://t.co/Mzvxy7fY9U ...

Slowly slowly at first, then …Sawyer Merritt (@SawyerMerritt):BREAKING: First ever Tesla Model Y robotaxi with no-one in the drivers seat spotted testing on public roads in Austin, Texas!Tesla's new "Robotaxi" wordmark/logo is on the side of the vehicle. https://t.co/zq4ZmiMqDg ...

Baird的Ben Kallo在周一给客户的研究报告中表示："马斯克与特朗普总统的近期冲突凸显了这位CEO政 治活动带来的关键人物风险。"他补充道，这种情况增添了"特斯拉前景的不确定性"，并引发对品牌损 害的担忧，这种影响可能持续"直至出现销量持续增长的确凿证据"。 Argus分析师Bill Selesky认为，近期事态发展表明特斯拉股价正受"非基本面事件"驱动，而电动汽车税 收抵免政策的到期"可能进一步削弱市场对特斯拉新车的需求"。 特斯拉(TSLA.US)近日遭华尔街两家机构同时下调评级至"中性"，这凸显出该公司面临的短期不确定 性，以及市场对其本周即将发布的自动驾驶出租车(Robotaxi)存在的"过高预期"。 Baird与Argus分析师撤销了对特斯拉的看涨评级，指出市场不稳定因素及马斯克与特朗普总统的公开争 执带来的声誉风险。 Kallo表示，Robotaxi业务"的推进难度将超出预期，其盈利能力很可能低于部分投资者过于乐观的预 估"。 此外，Kallo将2026年第二季度交付量预期从40.48万辆下调至37.7万辆，以反映电动汽车税收抵免政策 取消的影响。 虽然Kallo仍将特斯拉视为"核心长期持 ...

Investment Thesis for Tesla - Tesla is primarily recognized as the leading electric vehicle (EV) company, but its valuation is driven more by its potential robotaxi service than by its current car sales [2][3] - Tesla's price-to-earnings multiple stands at 192, significantly higher than traditional automakers like Ford and General Motors, which have single-digit multiples [2] Robotaxi Business Potential - The valuation discrepancy arises from Tesla's ability to launch a robotaxi service, a venture that competitors like General Motors and Ford have abandoned [3][4] - Tesla's robotaxi and full self-driving (FSD) capabilities are expected to be major earnings drivers, with Ark Invest projecting a valuation of $2,600 per share by 2029, attributing 88% of the company's value to robotaxis [6][7] Financial Position - Tesla has a strong financial position with $37 billion in cash and equivalents and $7.5 billion in debt, resulting in a net cash position of $29.5 billion [12] - This financial strength allows Tesla to ramp up production and support its robotaxi initiative effectively [14] Market Leadership - Tesla's Model Y is the best-selling electric vehicle and the best-selling car globally, establishing it as a market leader in the growth area of the auto market [10] - Unlike typical speculative growth stocks, Tesla is not struggling for brand recognition or financial stability, which adds to its attractiveness as an investment [11] Speculative Nature - While Tesla is considered a speculative growth stock due to the pending launch of its robotaxi service, it possesses more certainty compared to most growth stocks [8][15] - The initial launch of the robotaxi service is scheduled for June 12 in Austin, but it will start on a small scale [8]