$TSLA

特斯拉的 FSD 是一项高价值且安全的技术;公司推迟广告投放,直至实现无人监督状态,以优化未来的投资回报率。

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《Watch This Stunning Tesla Awakening》
Solving The Money Problem发布 2026-10-05 · 24 段内容
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24 段内容
0:099:31

我刚买了一辆 Tesla,它的完全自动驾驶能力正在改变生活。

I just bought a Tesla, and its fully autonomous driving capabilities are life-changing.

坦率地说,这是一项非常重要也非常安全的技术。我们聊天的时候我说服他买了一辆。真的,我们还在通电话的时候他就买了。

Frankly, this is a very important and very safe technology. I convinced him to buy one while we were talking. Literally, he bought it while we were still on the phone.

我已经把我的 Bentley 给了我父亲。我不需要它了,我根本用不上它。我不会再开它了。从现在起我要自己开车。

I have already given my Bentley to my father . I won't need it, I have no need for it . I will not drive it anymore . I will be driving myself from now on.

我会给 Oppenheim Group 的十名员工每人买一辆具备完全自动驾驶能力的 Tesla。在安全方面,它比普通驾驶员安全八倍。它比分心的驾驶员安全 25 倍。

I would buy each of the ten employees at the Oppenheim Group a Tesla with full self-driving capabilities. in terms of safety, it is eight times safer than the average driver . It is 25 times safer than a distracted driver

这项自动驾驶技术消除了我生活中最大的风险。加州最大的律师游说团体正试图游说反对完全自动驾驶技术。他们试图阻挠它,因为加州人身伤害律师 60% 的案件与车祸有关。这是他们收入的主要来源。

this self-driving technology removes the biggest risk in my life. California's largest lawyers' lobbying group is trying to lobby against full self-driving technology . They are trying to obstruct it because 60% of personal injury lawyers' cases in California are related to car accidents. This is the main source of their money.

每年有 40,000 人死于车祸。因此,这项技术将拯救生命。我那位年纪渐长的姑妈告诉我,她需要买一辆 Tesla。如果她不买,我就自己给她买,因为她的安全以及她周围人的安全是最重要的。

40,000 people die annually due to car accidents. Therefore, this technology will save lives. My aunt, who is getting older, told me that she needs to buy a Tesla car. If she doesn't, I will buy it for her myself, because her safety and the safety of those around her is the most important thing.

我知道有些人出于某些原因不喜欢 Musk 或 Tesla,但各位,没有什么比你的安全、你所爱之人和朋友的安全,以及你所在社区的安全更重要。

I know some people don't like Musk or Tesla for whatever reason , but guys, nothing is more important than your safety, the safety of your loved ones and friends, and the safety of your community.

他指出,引用他的原话,“完全自动驾驶(FSD)能力正在改变生活”。他强调了这项技术的重要性和安全性,尤其是对分心的驾驶员而言,并承认自己大多数时候就是其中之一,会查看邮件、接电话,并被其他事情分心。

He notes that, to quote, "Full Self-Driving (FSD) capabilities are life-changing." He emphasized the importance and safety of this technology, especially for distracted drivers, admitting that he is one of them most of the time, checking his mail, answering calls, and getting caught up in other things.

Jason 同样在通电话时,对自动驾驶有多好、多安全感到兴奋,实时地在电话里把一辆 Tesla 卖给了他的兄弟,然后又提前说漏了这个惊喜——他要给他手下的每一位员工都买 Tesla。

Jason, also, while on the phone, excited about how good and safe self-driving is, sells a Tesla to his brother over the phone in real time, then spoils the surprise by saying he will buy Teslas for every employee he has.

然而,Jason 现在觉得自动驾驶的安全性、舒适性和实用性如此有吸引力,以至于他放弃了自己巨大的身份象征——Bentley。

However, Jason now finds the safety , comfort, and utility of self-driving so compelling that he has given up his huge status symbol, the Bentley.

如今,他不仅把一辆搭载 FSD 系统的 Tesla 作为自己的日常座驾,还要给他同样从事同一行业——豪华房地产——的每一位员工都买一辆。

Now, not only has he adopted a Tesla with the FSD system as his daily car, but he is also buying one for each of his employees who also work in the same industry: luxury real estate.

正如 Jason 所认识到的,Tesla 的完全自动驾驶(FSD)系统实际上才是奢华的巅峰。还有什么比坐在世界上最安全的车里更奢华的呢?它能载着你行驶 1 小时 15 分钟,一路开到你的办公室门口,而你全程都不用碰方向盘。

Tesla's Full Self-Driving (FSD) system, as Jason realized, is actually the pinnacle of luxury. What could be more luxurious than being in the safest vehicle in the world , which can drive you for 1 hour and 15 minutes to your office door without you ever touching the steering wheel ?

Tesla 的 FSD 系统目前在美国可以每月 99 美元订阅,是一款价格低廉的极高品质产品。它是如此有吸引力的产品,提供了如此巨大的价值,以至于一个原本开着价值超过 30 万美元或 40 万美元汽车的人,可能把那辆车给了他父亲,以便从这个了不起的项目中获得巨大收益。

Tesla's FSD system, which you can currently subscribe to in the United States for $99 a month, is a very premium product at a low price. It is such a compelling product that it offers such great value that someone who was driving a car worth over $300,000 or $400,000 might have given that car to his father to benefit enormously from this amazing program.

不仅如此,他还发布了他所称的自己发布过的最重要的视频,呼吁人们购买 Tesla 并开通 FSD 系统,让自己、朋友、家人和社区都更安全。

Not only that, but he also posted what he described as the most important video he has ever posted , urging people to buy Teslas and get the FSD system to make themselves, their friends, their families, and their communities safer as well.

上一季度,也就是2026年第二季度,在美国售出的所有新特斯拉车辆中,超过55%都订阅了FSD,这背后是有原因的。

There is a reason behind the fact that in the last quarter, the second quarter of 2026, more than 55% of all new Tesla vehicles sold in the United States had an FSD subscription.

在同一场第二季度财报电话会议上,埃隆·马斯克透露,现在有很多人前往特斯拉展厅,基本上就是要求购买一辆能够获得FSD的特斯拉汽车,也就是说,人们是为了获得FSD而购买特斯拉。

In the same second-quarter earnings call, Elon Musk revealed that many people are now going to Tesla showrooms and essentially asking to buy one of the Tesla cars that they can get FSD with, meaning people are buying a Tesla to get FSD.

在这个程度上,这个计划是有说服力的。他们为什么不在“超级碗”上宣传FSD系统呢,你这个白痴?他们为什么不打广告?

To this extent, this program is convincing. Why don't they announce the FSD system in the "Super Bowl", you idiot? Why don't they advertise?

如果你要把这笔钱花在面向消费者的广告上,那么作为一家公司,把这笔钱花在宣传一个非常有吸引力、非常有用、提供卓越价值的产品上,是否会更好、更符合你的长期利益——但这个产品在法律上仍然需要你“监督”,你不能设定好目的地,然后移到后座睡觉,到达时醒来,而无需关注路况?

If you were going to spend that dollar on advertising to a consumer, would it be better and in your long-term interest as a company to spend that dollar advertising a product that is very compelling, very useful, and offers exceptional value , but that you still need to legally "supervise" it , and you can't set your destination and then move to the back seat and sleep and wake up upon arrival without paying attention to the road?

或者,你是否可以暂时推迟满足感,等到在某个区域有了完全无需监督的全自动驾驶(FSD)系统可用时,再把同样的广告费用花在告诉消费者上:“你现在可以买一辆特斯拉,订阅FSD,该系统可以合法地把你送到目的地而无需任何监督,也就是说,你上车,设定目的地,在后座睡觉,然后安全、合法地在目的地醒来。”

Or could you instead postpone satisfaction briefly until you have a fully unsupervised Full Self-Driving (FSD) system available in a certain area, and then spend that same advertising dollar telling the consumer: “ You can now buy a Tesla, sign up for FSD, where the system can legally get you to your destination without any supervision, meaning you get in your car, set your destination, sleep in the back seat, and wake up safely and legally at your destination.”

即使你理解能力有限,我想你也明白,一旦FSD变成无需监督,特斯拉通过为FSD打广告将获得的投资回报,并且能够告诉某个特定区域的消费者:“你现在可以买一辆特斯拉,订阅FSD,系统会在你在车里睡觉时合法地把你送到目的地。”

Even if you are of limited understanding, I think you understand the return on investment that Tesla will achieve from advertising FSD once it becomes unsupervised , and being able to tell consumers in a particular region: "You can now buy a Tesla, sign up for FSD, and the system will legally get you to your destination while you sleep in the car."

这一投资回报将远远超过他们通过向消费者宣传需监督的FSD可能获得的任何潜在回报。此外,你还会得到额外的好处:不会在那些看过一则需监督FSD广告的消费者心中强化这样一种想法:“哦,这才是你应该关注的计划。”“我不想要那个。”

This return on investment will far outweigh any potential return they might get from telling consumers about supervised FSD . In addition , you will get the added benefit of not reinforcing the idea in the minds of consumers who have seen one of the supervised FSD advertisements that says: "Oh, this is the program you should be paying attention to." "I don't want that ."

特斯拉不傻。随着FSD在一个又一个地区过渡到无需监督模式,广告会来的。但在那之前,为什么要浪费钱并损害未来的回报,去宣传无需监督的FSD,从而在消费者心中制造一种错误且几乎永久的印象,即FSD需要监督,

Tesla is not stupid. Advertisements will come as FSD transitions to unsupervised mode in region after region . But until then , why waste money and damage future returns advertising unsupervised FSD by creating a false and almost permanent impression in consumers’ minds that FSD requires supervision,

而另一方面,你有像杰森·奥本海默这样的人发布了他自己所说的他最重要的视频,敦促人们购买带FSD的特斯拉?

when on the other hand you have people like Jason Oppenheimer posting what he himself described as his most important video ever urging people to buy Tesla with FSD?

我新的20年特斯拉和SpaceX估值模型现在也已在Patreon上面向投资者级别及以上的支持者提供。

My new 20-year Tesla and SpaceX valuation model is now also available on Patreon for backers at the investor level and above.

这个频道对 $TSLA 的历次判断

Solving The Money Problem 在这只股票上共 23 条判断,这里只列相邻的几条。

2026-10-05看涨本条
我刚买了一辆 Tesla,它的完全自动驾驶能力正在改变生活。
2026-10-04看涨
这是一条漫长而艰难的道路,但Tesla Semi卡车终于上市了。
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