单车变跑车6
10-02
$特斯拉(TSLA)$
新能源汽车值不起这个价，这个销量撑不起这个市值，冲高回落本来就在预期内！还得要擎天柱的大饼
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杰杰高升
10-02
杰杰高升
擎天柱短期内肯定没有得吃，有能源和fsd就够到市值3万亿了
杰杰高升
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单车变跑车6
:
机器人用的就是纯视觉fad上的东西，v14会是一个大的跨越，ai训练的迭代速度非常快，v14不行的话 v15也近完美了
单车变跑车6
:
为啥看好fsd？我是不看好，智驾的安全性要求100%！纯视觉你认为做得到100%吗，做不到就别谈robotaxi。从现在ai趋势来看，擎天柱更有可能发展起来
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