特斯拉：退出 Model XS，布局机器人业务，目标价 415 美元

January 29, 2026 06:04 AM GMT Tesla Inc | North America Exit Model X/S, Enter Robots: PT to $415 | What's Changed | | | | --- | --- | --- | | Tesla Inc (TSLA.O) | From | To | | Price Target | $425.00 | $415.00 | The wind down of Model X/S is symbolic of TSLA's journey into physical AI. At the same time, it is materially ramping spend, yielding $8bn in cash burn in 2026 (MSe). While this may become an overhang on the stock, the investment is needed to cement TSLA's leadership in AV, robotics and energy. Our ...