畜牧教主马斯克
12-18
马圣的养殖业你还没算呢，起码价值400美元
分析师又给特斯拉泼冷水
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7%，创下历史新高。</p><p>特斯拉的这轮上涨，主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息，以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商，转型为自动驾驶巨头。</p><p><strong>特斯拉股价几乎完全押注未落地的业务</strong></p><p>Dorsheimer指出，特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来，这种“转型”其实已经完成，市场不再以特斯拉交付了多少辆电动车来评判它，而是关注其在机器人和人工智能（AI）领域的进展。</p><p>根据Dorsheimer的分析，他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台，以及被人形机器人项目Optimus。</p><p>Dorsheimer还补充道：“你也确实看到能源业务的价值在增长，已经与汽车业务相当，甚至可能略高一些。”</p><p>这种分部估值法表明，如果剥离特斯拉自动驾驶软件和储能业务的预期，剩余的汽车业务估值将远低于当前股价水平。</p><p>质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨，但特斯拉短期内的收入和利润，仍在很大程度上依赖于全球电动汽车市场，而该市场正面临日益激烈的竞争和监管阻力。</p><p>就在本周，加州监管机构对特斯拉“Autopilot（自动驾驶）”的营销表述提出质疑，要求其在90天内澄清或删除相关措辞。这再次提醒人们，实现完全自动驾驶的道路上布满法律和技术障碍。</p><p>对于在接近每股480美元价位买入特斯拉的投资者而言，容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。</p><p>尽管如此，Dorsheimer仍然看好特斯拉长期的能源故事，认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b><strong>科创日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|夏军雄得益于在无人出租车（Robotaxi）领域的进展，特斯拉股价近段时间持续上涨，并于本周创下约495美元/股的历史新高。然而，分析师警告称，特斯拉的核心业务电动汽车的价值只占其市值的一小部分。若以数字衡量，特斯拉汽车业务只值30美元/股。William Blair能源研究主管Jed Dorsheimer 表示：“市场越来越多地从自动驾驶和能源的角度看待特斯拉。”Dorsheimer从能源与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251218080726a458c296&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) 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7%，创下历史新高。特斯拉的这轮上涨，主要源于其在得州奥斯汀测试无人驾驶Robotaxi的消息，以及市场日益确信该公司正成功转型——从一家举步维艰的电动汽车制造商，转型为自动驾驶巨头。特斯拉股价几乎完全押注未落地的业务Dorsheimer指出，特斯拉当前股价几乎完全是在押注那些尚未真正落地的业务。在他看来，这种“转型”其实已经完成，市场不再以特斯拉交付了多少辆电动车来评判它，而是关注其在机器人和人工智能（AI）领域的进展。根据Dorsheimer的分析，他估计自动驾驶相关业务如今已占特斯拉整体价值的70%以上。这其中包括长期承诺的Robotaxi平台，以及被人形机器人项目Optimus。Dorsheimer还补充道：“你也确实看到能源业务的价值在增长，已经与汽车业务相当，甚至可能略高一些。”这种分部估值法表明，如果剥离特斯拉自动驾驶软件和储能业务的预期，剩余的汽车业务估值将远低于当前股价水平。质疑焦点在于执行力。尽管股价基于对未来的承诺而上涨，但特斯拉短期内的收入和利润，仍在很大程度上依赖于全球电动汽车市场，而该市场正面临日益激烈的竞争和监管阻力。就在本周，加州监管机构对特斯拉“Autopilot（自动驾驶）”的营销表述提出质疑，要求其在90天内澄清或删除相关措辞。这再次提醒人们，实现完全自动驾驶的道路上布满法律和技术障碍。对于在接近每股480美元价位买入特斯拉的投资者而言，容错空间极其有限。如果Robotaxi的时间表再次推迟——这种情况过去已多次发生——市场或将被迫更加严格地审视那“每股30美元”的汽车业务。尽管如此，Dorsheimer仍然看好特斯拉长期的能源故事，认为其能源业务是被市场低估的、推动未来盈利增长的重要动力。","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":135,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":38,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/511990943404288"}
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