特斯拉的上行空间超出 Ark 对 2031 年 4,400 美元基准目标（62% 复合年增长率）：该模型主要给 robotaxi 估值，对 Optimus 则未计入任何价值；而 Optimus 正进入量产，预计价值将远超 robotaxi，推动特斯拉在五年内突破 8,000 美元。
逐段跳播
我们会大量讨论比特币、人工智能、计算、SpaceX、Tesla、人形机器人、代币、编程、芯片，以及所有重要的好东西，还有为了生存你必须搭乘的所有列车。
We will talk a lot about Bitcoin, artificial intelligence, computing, SpaceX, Tesla, humanoid robots, tokens, coding, chips, and all the good stuff that matters, and all the trains you have to ride to survive.
Tesla 小幅上涨，AMD 下跌。过去三十天，你能看到的情况略有不同，但同样不好。Tesla 上涨，Amazon 上涨，Microsoft 上涨，Apple 上涨，其余几乎都在下跌。不好。
Tesla rose slightly, and AMD fell. For the past thirty days, you can see a slightly different story, but it's not good either . Tesla rose, Amazon rose, Microsoft rose, Apple rose, and the rest fell almost. Not good.
Tesla 几乎处于盈亏平衡点。其余则是一片惨烈；Sinex 下跌25%，Salam 下跌9%。Micro strategy 下跌15%。AMD 的股票下跌12%。这太糟糕了。
Tesla was at almost the break-even point . The rest is a bloodbath; Sinex is down 25% and Salam is down 9%. Micro strategy decreased by 15%. AMD's stock fell 12%. It was a terrible thing.
总之，Ark 发布了他们对 Tesla 2031 年的新价格预测模型。顺便说一句，我的看法是2031年根本不重要，因为 Tesla 将不再是一个独立实体。你将成为——猜猜看？——是的，SpaceX 的一部分。
Anyway, Ark has released their new price prediction model for Tesla for 2031. Incidentally, my theory is that 2031 doesn't matter at all because Tesla will no longer be an independent entity. You'll be part of, guess what? Yes, SpaceX.
无论如何，好消息是，他们做这项研究时，估值主要聚焦在出租车机器人上，完全没有涉及人形机器人 Optimus。因此，这家公司还有巨大的价值尚未体现。4400美元基础目标价对应的复合年增长率为62%。
这非常巨大。再说一次，他们仍然坚定看好出租车机器人。他们不太相信人形机器人。
In any case, the good news is that the value of the components when they conducted this study was mainly focused on the fare robots, and nothing about the humanoid robot Optimus.
Therefore, there is a tremendous amount of value yet to come to this company. The compound annual growth rate for the base price target of $4,400 is 62%. That's enormous. Once again, they still strongly believe in taxi robots. They are not very believers in humanoid robots.
你猜怎么着？Tesla 和他们的自动驾驶汽车，他们有自动驾驶的 Model Y，现在还有 Cyber Cab。如果我没记错的话，他们有1300辆自动驾驶汽车在运行。大部分在德克萨斯州。
向德克萨斯州的各位问好。但 Tesla 的自动驾驶里程达到了100万英里，比 Waymo 快四倍。
And guess what? Tesla and their self-driving cars, they have self-driving Model Y cars and now they have the Cyber Cab. I believe they have 1,300 self-driving cars roaming around if I'm not mistaken.
Most of them are in Texas. Greetings to everyone in Texas. But Tesla reached one million self-driving miles, four times faster than Waymo.
Tesla 的财报电话会议在明天。我会全程直播。那将是那种很长的会议，两个小时或更久。准备好你的咖啡。会有很多有趣的对话，以及对所发生一切的分析。
Tesla's earnings call is tomorrow. I will be live streaming in full. It will be one of those long sessions, two hours or more. Prepare your coffee. There will be lots of interesting dialogue and analysis of everything that happens.
关于 Tesla 的另一个好消息是，这出现在他们的年度财报中。猜猜年报封面上是什么？是的，Optimus Prime 3 的量产。他们正走向量产。我在六月和七月从非常可靠的消息源听说，他们会在九月开始量产。
他们可能晚了几周，但现在正在大量生产 Optimus V3。它已经完全完成了。他们有所需的供应。其中很多来自中国。磁铁、电机等等。
The other good news regarding Tesla is that this appeared in their annual earnings report. Guess what's on the cover of the annual report? Yes, mass production for Optimus Prime 3.
They are heading towards mass production. I heard in June and July from very reliable sources that they would start mass production in September. They may have been a few weeks late, but they are now producing the Optimus V3 in huge quantities.
It has been completely finished. They have the necessary supplies. Many of them come from China. Magnets, motors, etc.
顺便说一句，人形机器人“Optimus”的腿部电机，与新款“Roadster”汽车后部使用的电机是同一个。有趣的事实。
Incidentally, the leg motor in the humanoid robot "Optimus" is the same motor used in the rear of the new "Roadster" car. Interesting fact.
无论如何，“Optimus”的价值将远远超过出租车机器人。所以，不妨想象一下，如果我们预期的事情在2027、2028、2029、2030、2031年，也就是5年内发生，而他们对“Optimus”没有给出任何估值。
你知道，这表明我们将远远超过8000美元的价值。
In any case, the value of "Optimus" will far exceed that of the robot taxi. So, just imagine for a moment if what we expect happens by 2027, 2028, 2029, 2030, 2031, that is, in 5 years, and they are not putting any estimates on "Optimus".
You know, this shows that we're going to get much further than the $8,000 value.
观察点
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 26 条判断，这里只列相邻的几条。