以下文章来源于妙投APP ，作者Eastland 妙投APP . 近年来，特斯拉核心业务疲软，销量上不去、新车出不来、利润在缩水，FSD订阅收入增长极为缓 慢。至于人形机器人，Model 2/Q、Cybercab销量不及预期、4680电池量产拖了几年，投资人凭什么 相信Optimus能迅速量产、撑起特斯拉的万亿估值？ Model Y和FSD 13都是现成的，拿来搞Robotaxi测试，唤起投资人对"打开万亿级出行市场"的憧憬， 马斯克貌似打出最后一张牌。 根据陆续传出的消息，Robotaxi内测状况频发：误入对向车道、突然急刹、在路口或六车道路中央让 乘客下车、打左转向灯却直行……由于坐副驾的安全员及时接管，没有造成事故。 乐观地说，Robotaxi打开"万亿级出行市场"是远水不解近渴。悲观地说，马斯克已经没牌了！ 虎嗅旗下二级市场投研服务品牌，为您提供精选上市公司价值拆解，热门赛道产业链梳理 作者｜Eastland 头图｜视觉中国 2025年6月22日，特斯拉Robotaxi（ 无人驾驶出租车 ）在德州指定区域启动内测。用于测试的20辆 Model Y搭载FSD 13系统。但在马斯克心目中，未来Robota ...

2025年6月22日，特斯拉Robotaxi（无人驾驶出租车）在德州指定区域启动内测。用于测试的20辆Model Y搭载FSD 13系统。但在马斯克心目中，未来 Robotaxi的核心载体是无方向盘和踏板的Cybercab，他希望2027年有百万辆无人出盘车上路。 6月23日凌晨（周一），马斯克通过社交媒体进行了官宣，股价当天白飙升8.23%。但随后两个交易日跌掉了所有涨幅。说明市场对马斯克的故事有重重疑 虑。 近年来，特斯拉核心业务疲软，销量上不去、新车出不来、利润在缩水，FSD订阅收入增长极为缓慢。至于人形机器人，Model 2/Q、Cybercab销量不及预 期、4680电池量产拖了几年，投资人凭什么相信Optimus能迅速量产、撑起特斯拉的万亿估值？ Model Y和FSD 13都是现成的，拿来搞Robotaxi测试，唤起投资人对"打开万亿级出行市场"的憧憬，马斯克貌似打出最后一张牌。 根据陆续传出的消息，Robotaxi内测状况频发：误入对向车道、突然急刹、在路口或六车道路中央让乘客下车、打左转向灯却直行……由于坐副驾的安全员 及时接管，没有造成事故。 乐观地说，Robotaxi打开"万亿级出行市场 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Yo, just rolled my Cybertruck on FSD 13.2.9 through city madness—damn, it’s next-level!Weaved through traffic, nailed construction zones, no disengagements. Felt like the truck was one step ahead of me. This is how you redefine driving.The Robotaxis are here & Tesla is leading the way!@tesla @Tesla_AI @cybertruck ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Yo, just rolled my Cybertruck on FSD 13.2.9 through city madness—damn, it’s next-level!Weaved through traffic, nailed construction zones, no disengagements. Felt like the truck was one step ahead of me. This is how you redefine driving.The Robotaxis are here & Tesla is leading the way!@tesla @Tesla_AI @cybertruck ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Yo, just rolled my Cybertruck on FSD 13.2.9 through city madness—damn, it’s next-level!Weaved through traffic, nailed construction zones, no disengagements. Felt like the truck was one step ahead of me. This is how you redefine driving.The Robotaxis are here & Tesla is leading the way!@tesla @Tesla_AI @cybertruck ...

Yo, just rolled my Cybertruck on FSD 13.2.9 through city madness—damn, it’s next-level!Weaved through traffic, nailed construction zones, no disengagements. Felt like the truck was one step ahead of me. This is how you redefine driving.The Robotaxis are here & Tesla is leading the way!@tesla @Tesla_AI @cybertruck ...