$TSLA

Tesla 长期承诺的 Semi、Roadster 和太阳能业务十年来都未兑现,但 Optimus 机器人和与 SpaceX 的关联才是真正的核心;他确信一年后 Tesla 和 SpaceX 将成为一家公司。

他说的是几个月内
《Is the AI Bubble Popping?》
The Motley Fool发布 2026-10-23 · 3 段内容
07:38/ —打开原视频

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3 段内容

有多少辆Tesla Semi在运营?这事我们已经听说了十年。新的Roadster,我们已经听说了十多年。那些会升值的车。

How many Tesla semis are in operation and we've been hearing about that for a decade. The new roadster we've been hearing about that for more than a decade. The cars that are appreciating assets.

我们谈过太阳能业务,以及它怎么就是没能成功,嗯,没能达到预期。你看,让我们把目光从SpaceX移到Tesla,看看Optimus机器人业务,以及那么多现实世界的东西,我认为这些都是相互关联的,对吧?我认为那才是真正的核心。

We've talked about the solar business and and how that just hasn't panned out um how how it was expected to. look let's look beyond SpaceX at Tesla with the the the Optimus robotics business and so many like realw world things that I think this is all tied together, right? I think that's the real core.

让我们假设Tesla和SpaceX合计5000亿美元,因为一年之后它们将成为一家公司。我确信这会发生。

and let's assume that that's 500 billion combined between Tesla and SpaceX because they're going to be a year from now they're going to be one company. I'm convinced that that's going to happen.

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