特斯拉-解锁自动驾驶出租车增长飞轮

March 18, 2026 12:52 AM GMT Tesla Inc | North America Unlocking the Robotaxi Flywheel TSLA's ability to scale the unsupervised robotaxi fleet is the most important catalyst for the stock this year. Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and re- accelerates auto demand, improving FCF gen. Key Takeaways We had the pleasure of hosting Tesla at our TMT Conference in San Francisco, followed by a Giga Texas tour. Coming out ...