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一抹禅心

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- 一抹禅心一抹禅心
  ·03-17
  ‌朗子啥时候干它？
  207 评论
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- 一抹禅心一抹禅心
  ·02-23
  ‌已经横着走很久了，即使再能冲一下，高度也有限，即使业绩增长100%也撑不住这么高的估值。‌
  210 评论
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- 一抹禅心一抹禅心
  ·02-09
  ‌本来画饼是要挺科技的，结构自己吓的腿软。‌
  522 评论
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- 一抹禅心一抹禅心
  ·01-28
  ‌$特斯拉(TSLA)$ 不能卖空为什么？
  1,484 1
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- 一抹禅心一抹禅心
  ·01-20
  100万亿它现在也必须跌
  特斯拉，正在进行一场25万亿美元的豪赌
  特斯拉在2025年的全球交付量出现了近8.6%的下滑，这也是其销量首次被中国车企比亚迪超越。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道，特斯拉曾定下2025年生产5000台Optimus的目标，但实际上全年的产量仅有数百台。而目前，特斯拉的市值是1.46万亿美元，据其25万亿美元差距极大。
  特斯拉，正在进行一场25万亿美元的豪赌
  884 评论
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- 一抹禅心一抹禅心
  ·2025-12-30
  ‌看空的帖子都发不出来？玩不起？
  759 评论
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- 一抹禅心一抹禅心
  ·2025-12-29
  ‌176破了，下跌就要加速了。‌
  778 评论
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- 一抹禅心一抹禅心
  ·2025-12-29
  ‌出大阴往下加速就快反弹了。‌
  990 评论
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- 一抹禅心一抹禅心
  ·2025-11-07
  ‌200空单，盈利3784，只加空，不做多。
  1,308 评论
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- 一抹禅心一抹禅心
  ·2025-10-29
  ‌继续吹泡泡，停不下来了。‌
  886 评论
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a> 不能卖空为什么？","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a> 不能卖空为什么？","text":"‌$特斯拉(TSLA)$ 不能卖空为什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/526697030107472","isVote":1,"tweetType":1,"viewCount":1484,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506562417330253","authorId":"3506562417330253","name":"M86","avatar":"https://static.tigerbbs.com/b864623c6b8a0169c629d1184136c783","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3506562417330253","idStr":"3506562417330253"},"content":"模拟是吧？我的模拟也不可以卖空","text":"模拟是吧？我的模拟也不可以卖空","html":"模拟是吧？我的模拟也不可以卖空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523782863115000,"gmtCreate":1768903274942,"gmtModify":1768903279774,"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574261548903812","idStr":"3574261548903812"},"themes":[],"title":"","htmlText":"100万亿它现在也必须跌","listText":"100万亿它现在也必须跌","text":"100万亿它现在也必须跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523782863115000","repostId":"2604196192","repostType":2,"repost":{"id":"2604196192","kind":"news","pubTimestamp":1768901384,"share":"https://www.laohu8.com/m/news/2604196192?lang=zh_CN&edition=full","pubTime":"2026-01-20 17:29","market":"us","language":"zh","title":"特斯拉，正在进行一场25万亿美元的豪赌","url":"https://stock-news.laohu8.com/highlight/detail?id=2604196192","media":"盖世汽车","summary":"特斯拉在2025年的全球交付量出现了近8.6%的下滑，这也是其销量首次被中国车企比亚迪超越。特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道，特斯拉曾定下2025年生产5000台Optimus的目标，但实际上全年的产量仅有数百台。而目前，特斯拉的市值是1.46万亿美元，据其25万亿美元差距极大。","content":"<html><body><article><p>近日，首席CEO埃隆·马斯克又将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推向了风口浪尖之中。</p><p>马斯克近期频繁重申其激进的转型计划。据多家外媒报道，马斯克明确宣称，特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测，这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着，在其构想中，机器人业务的价值将占据公司总市值的80%以上。</p><p>然而，这幅宏大愿景的背后，却是骨感的现实。有外媒报道指出，2025年本应是Optimus走向规模化试产的关键一年，但实际产出与预定目标存在巨大鸿沟。</p><p><strong>马斯克眼里的“25万亿”是怎么算的？</strong></p><p>马斯克给出的“25万亿美元”估值，几乎是现在所有美股大公司市值加起来的一半。他凭什么敢喊出这个数字？</p><p>一是用机器人代替“打工人”。在马斯克的构想中，全世界有80亿人，到2040年对机器人的需求可能达到100亿台甚至更多。如果机器人能像人一样在工厂拧螺丝、在家里洗衣服，且每台售价仅约2万美元，那么这个市场的产值将是无限的。</p><p>马斯克认为，机器人是“通用劳动力”，其创造的经济价值将彻底改变人类社会。</p><img src=\"https://inews.gtimg.com/news_bt/OYaj6_KXYn6lYcxL9ZjJOVFm9auAm8jEqrasjTFeRl9DEAA/0\"/><p>图片来源：特斯拉</p><p>二是把自动驾驶的技术“搬”到机器人身上 。特斯拉一直坚称自己不是普通的车企，而是一家人工智能公司。</p><p>马斯克的逻辑很简单：自动驾驶汽车是“长了轮子的机器人”，而Optimus则是“长了腿的机器人”。两者使用的是同一套视觉识别算法和AI芯片。通过这种技术复用，他试图说服投资者：只要特斯拉在自动驾驶上取得突破，机器人就能跟着“变聪明”。</p><p>而特斯拉在此刻提出要向人形机器人公司转型的一大原因是，卖车业务不太行。特斯拉在2025年的全球交付量出现了近8.6%的下滑，这也是其销量首次被中国车企<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>超越。在核心业务面临压力的同时，马斯克正急于给公司贴上一个新的标签。而人形机器人赛道，是其看好的细分市场。</p><p>马斯克在社交平台和公开访谈中反复提到，特斯拉未来的真正价值不在于卖车，而在于“Optimus”（擎天柱）的人形机器人。</p><p><strong>现实却很骨感，去年就食言了</strong></p><p>虽然马斯克的蓝图画得很美，但2025年交出的答卷却不及格。</p><p>特斯拉去年计划打造5000台人形机器人的目标彻底落空。根据外媒报道，特斯拉曾定下2025年生产5000台Optimus的目标，但实际上全年的产量仅有数百台。这些机器人目前主要留在特斯拉自己的实验室里“实习”，还没有能力像马斯克说的那样，大规模进入工厂替代工人。</p><img src=\"https://inews.gtimg.com/news_bt/ODNBg2t7sv-Jpn-VEINRKhgH7wmDSXID9lklrzVCi9x4gAA/0\"/><p>图片来源：特斯拉</p><p>另一核心难点在于那一双“不听使唤”的手。目前最让特斯拉工程师头疼的是机器人的灵巧手。要让机器人的手像人手一样灵活，需要安装极其精密的零件。报道指出，目前的供应链根本跟不上，很多零件不仅贵，而且容易坏。</p><p>更何况，造车和造机器人是两码事。汽车工业有着上百年的积累，而人形机器人的供应链才刚刚起步。特斯拉需要自己研发和定制大量的精密零件。这种“从零开始”的难度，显然被马斯克之前乐观的预言给低估了。</p><p>而为了搞定机器人，特斯拉内部进行了大规模的人员调整，很多原本负责开发新车型的顶级工程师被调到了机器人部门。这种做法虽然加快了机器人的进度，但也让外界担心：特斯拉在老本行——造车上，是否会因为分心而被对手甩得更远？</p><p>特斯拉目前的转型，更像是在汽车基本盘受挫后的“破釜沉舟”。当前，特斯拉的股价很大程度上是靠马斯克的“愿景”撑着的。如果机器人项目能够持续拿出亮眼的进展，投资者或许会买单；但如果量产目标一再跳票，市场对马斯克的信任成本将会大幅增加。</p><p>纵观马斯克以往的创业经历，他总喜欢先抛出一个惊人的目标，再通过疯狂的加班和研发去接近它。但这一次，他面对的是物理法则和制造工艺的双重挑战。</p><p>25万亿美元的数字听起来很震撼，但目前的Optimus还只是一个在实验室里步履蹒跚的“婴儿”。其离真正能干活、能赚钱，还有相当长的一段路要走。而目前，特斯拉的市值是1.46万亿美元，据其25万亿美元差距极大。</p><p>对于特斯拉来说，当务之急或许不是继续刷新估值数字，而是如何解决那双“灵巧手”的量产问题。毕竟，一个能真正独立走下产线的机器人，比社交媒体上的千言万语都更有说服力。</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\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉，正在进行一场25万亿美元的豪赌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 17:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，首席CEO埃隆·马斯克又将特斯拉推向了风口浪尖之中。马斯克近期频繁重申其激进的转型计划。据多家外媒报道，马斯克明确宣称，特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测，这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着，在其构想中，机器人业务的价值将占据公司总市值的80%以上。然而，这幅宏大愿景的背后，却是骨感的现实。有外媒报道指出，2025年本应是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&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":{"TSLS":"1倍做空TSLA ETF-Direxion","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","TSLT":"2倍做多TSLA ETF-T-Rex","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc 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ETF-GraniteShares"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120173205a72ff492&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604196192","content_text":"近日，首席CEO埃隆·马斯克又将特斯拉推向了风口浪尖之中。马斯克近期频繁重申其激进的转型计划。据多家外媒报道，马斯克明确宣称，特斯拉的未来重心将全面转向Optimus人形机器人项目。他预测，这一项目将使特斯拉转型为一家估值高达25万亿美元的机器人公司。这意味着，在其构想中，机器人业务的价值将占据公司总市值的80%以上。然而，这幅宏大愿景的背后，却是骨感的现实。有外媒报道指出，2025年本应是Optimus走向规模化试产的关键一年，但实际产出与预定目标存在巨大鸿沟。马斯克眼里的“25万亿”是怎么算的？马斯克给出的“25万亿美元”估值，几乎是现在所有美股大公司市值加起来的一半。他凭什么敢喊出这个数字？一是用机器人代替“打工人”。在马斯克的构想中，全世界有80亿人，到2040年对机器人的需求可能达到100亿台甚至更多。如果机器人能像人一样在工厂拧螺丝、在家里洗衣服，且每台售价仅约2万美元，那么这个市场的产值将是无限的。马斯克认为，机器人是“通用劳动力”，其创造的经济价值将彻底改变人类社会。图片来源：特斯拉二是把自动驾驶的技术“搬”到机器人身上 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