$TSLA

预计TSLA将在173遇阻并被压制,存在下探至150的下行空间。

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《SpaceX POPS! | TSLA Deliveries | META x MDB | NVDA All Time High》
The Investor Channel发布 2026-10-02 · 11 段内容
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11 段内容
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现在,说到 SpaceX 和 Elon Musk,该公司宣布将削减 Tesla 芯片中的随机存取存储器(RAM)容量,以便为 Optimus 机器人腾出空间。他们的交付量远超预期,Tesla 股价本周上涨。

Now, speaking of SpaceX and Elon Musk, the company announced that it will reduce the random access memory (RAM) capacity in Tesla chips to make room for the Optimus robot. They have far exceeded delivery expectations , and Tesla shares have risen this week.

接下来看 Tesla。该股本周开盘报 365。股价今天跳涨超过 4.5%,本周上涨约 1.5 点。这正值其销售电动汽车的核心业务持续发展之际,而且实际上似乎表现非常好。

Let's move on to Tesla. The stock started the week at 365. Shares jumped more than 4.5 percent today, and rose by about 1.5 points over the week. This comes at a time when their core business of selling electric cars continues, and in fact seems to be doing very well.

Tesla 第三季度的预估交付量为 46.4 万辆。该公司交付了超过 48.6 万辆,其中包括在欧洲国家的强劲交付,因为人们放下了政治上的愤怒,转而关注全球汽油价格。

Tesla's estimated deliveries for the third quarter were 464,000 units. The company delivered more than 486,000 units, including strong deliveries in European countries as people put aside their political anger and looked at global gasoline prices.

现在,特斯拉将其“Roadster”车型的发布活动改期至10月15日。按原计划,我想应该是在本周或上周举行,但看来是天气原因导致了推迟。

Now, Tesla is rescheduling the unveiling of its "Roadster" car to October 15. It was supposed to happen, I think, this week or maybe last week, but it seems the weather caused a delay.

该公司正在签订一项300亿美元的信贷协议,为其扩张提供资金。哇。可以说,我们已经有段时间没看到这家公司求助于债务市场了。该公司资产负债表上拥有大量现金。实际上,这是一家财务状况非常健康的公司。

The company is entering into a $30 billion credit agreement to finance its expansion. wow. We haven't seen the company resort to the debt markets, so to speak, for a while. The company has a lot of cash on its balance sheet .

It is actually a company with a very healthy financial position.

我预计这些交付数据公布时,其利润率对特斯拉来说足够好,但这恰恰说明他们正在筹划的扩张有多么雄心勃勃。特斯拉发布了一份样本订单表。那是几周前的事了。如果你想拥有自己的自动驾驶出租车车队并在某个城市内运营,他们已经开始接受这方面的申请。

I expect these delivery figures, when released, will have profit margins good enough for Tesla, but this only illustrates the ambitious expansion they are planning. Tesla has released a sample order form.

That was a few weeks ago. If you want to get your own fleet of self- driving taxis and operate them within a city, they have started accepting applications for that.

实际上,我不认为自动驾驶出租车会是一门好生意。我认为对特斯拉如此,对投资者也是如此。我认为这项业务的利润率非常低。

Actually, I do n't think self-driving taxis will be a good business . I think so for Tesla, and also for investors. I see this business as having very low profit margins.

现在,这里有趣的一点是,此事并未发布任何新闻稿,但埃隆·马斯克在其“X”平台上证实,他们已将特斯拉用于车辆的芯片中的RAM容量削减了约三分之一。他说,这是确保“Optimus”机器人有足够产量的唯一办法。这大幅降低了成本。

Now, the interesting thing here is that no press release has been issued on this matter, but Elon Musk confirmed on his "X" platform that they have reduced the RAM capacity in Tesla's chips that go into vehicles by about a third.

He said this was the only way to ensure sufficient production volume for the " Optimus" robot. This significantly reduces the cost.

这就解释了为什么我们没怎么听到关于“Optimus”机器人的消息。该公司在电话会议上明确表示了这一点;他们既不展示“Optimus”,也不发布预告或泄露消息。这一策略与苹果至今仍在采用的做法非常相似,即不预告、不泄露产品,不展示产品,也不展示原型机。

This explains why we haven't heard much about the "Optimus" robot. The company made this clear in its conference call; they are not showcasing " Optimus," nor are they releasing teasers or leaks.

This strategy is very similar to the approach Apple still applies today, where they do not tease or leak products, do not showcase them, and do not display prototypes.

就特斯拉而言,他们并未展示其“Optimus”机器人,但据我从一些能接触到部分泄露消息的人那里听说,他们说它正在取得进展,我认为这又是一个很可能证实这一点的例子。

In Tesla's case, they are not showcasing their "Optimus" robot, but from people I've heard have access to some leaks, they say it is making progress, and I think this is another example that probably confirms that .

特斯拉本周表现不错。它在200日移动均线下方受阻,现在可以说只是在重新洗牌。现在我讲到这里。短期内再看特斯拉。这里我们没有多少K线,但在中期内,你已经形成了一系列更高的高点和更高的低点。

如果动能持续,你将在173这一水平面临阻力。如果你在这里受阻,事实上,我预计会出现受阻回落。这里在150水平有大量支撑,交易者将把目标瞄准这一水平。

Tesla had a great week . It was rejected below its 200-day moving average , and now it is just rearranging its cards, so to speak. And now I've come up here. Tesla again in the short term.

We don't have many candles here, but you have formed a series of higher highs and higher lows over the medium term. If the momentum continues, you will face resistance here at the 173 level.

If you are rejected here, in fact, I expect a rejection to occur. There is plenty of support here at the 150 level, and traders will be targeting this level.

这个频道对 $TSLA 的历次判断

The Investor Channel 在这只股票上共 4 条判断,这里只列相邻的几条。

2026-10-02看跌本条
现在,说到 SpaceX 和 Elon Musk,该公司宣布将削减 Tesla 芯片中的随机存取存储器(RAM)容量,以便为 Optimus 机器人腾出空间。他们的交付量远超预期,Tesla 股价本周上涨。
2026-09-18
转向 Tesla,本周以 361 开盘,Tesla 股价本周上涨约 1%,达到 364。
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