$TSLA · InvestAnswers · 2026-11-06
Tesla缩减Cybertruck产量，以在Giga Texas增加Cyber Cab产能，这是好消息，Cyber Cab产量可能从每年125,000辆翻倍，这一转变由经济性驱动。Tesla的芯片努力正以Tesla速度推进，可能不错，雄心无人能及。
逐段跳播
Nvidia 跌了近7%，Tesla 跌了9%，但它们今天大幅反弹了。
Nvidia down nearly 7%, Tesla down 9%, but they rebounded hard today.
Tesla 1600亿美元。
Tesla 160 billion.
屏幕上放着 Elon 的帖子，说 Tesla 将缩减我认为是地球历史上最棒的车的产量。就是 Cybertruck。他们缩减产量，显然不是因为，它是一款昂贵的车、一款花哨的车等等。
他们缩减产量是为了在 Giga Texas 腾出空间，生产更多的 Cyber Cab。目前 Cyber Cab 的生产线一年只能生产12.5万辆。他们正在提高产量。所以当你把这条推文拆解到基本面，这意味着他们很可能会把 Cyber Cab 的产量翻倍，翻到多少？
再加一条12.5万辆的生产线。那就是一年25万辆。
Elon post on screen that um Tesla will be scaling back the production of I think the best car ever made in the history of the planet. It's the Cybert truck. Um and they're scaling it back not because obviously it's, you know, it's expensive car, it's a fancy car, etc. But they're scaling it back to make room at Giga Texas to build more cyber cabs. the line currently for cyber cavs can only make 125,000 a year.
They're making more. So when you take this tweet and you break it down to fundamentals, that means they're going to probably double production of Cyber Cab to guess what? Another line for 125,000. That' be quarter of a million a year.
Tesla 停产了 Model S 和 Model X，为生产 Optimus 腾出空间。现在他们又停产 Cybertruck，为生产 Cyber Cab 腾出空间。接下来呢？
也许是 Model 3。但这不会让我意外，因为如果你能造出一辆售价1.5万美元、一年能赚5万美元、设计寿命能跑100万英里——据说也许能跑10年——的车，这就非常清楚地说明，生产，你知道，如果你每年能卖一个5万美元的甜甜圈，或者只卖一次甜甜圈、赚6000美元利润，你会怎么做？
答案是，你只会卖一个甜甜圈。就是那个你每年出租一次的5万美元的甜甜圈。
Tesla killed the Model S and the Model X to make room to build Optimus. Now they're killing the Cybertruck to make room to build the Cyber Cab. And what's next? Maybe Model 3. But that wouldn't surprise me because if you can build a car for $15,000 that makes 50,000 a year and is designed to run a million miles, which could be 10 years of work perhaps allegedly.
Um, it makes a very clear point that there's no point in making, you know, if you if you can sell a donut for $50,000 every year or sell the doughnut one time and make $6,000 margin, what would you do?
The answer is you'd only sell one donut. That would be the $50,000 donut dollar donut that you rent out every year.
总之，这就是经济学，未来将由经济学驱动。所以这对 Tesla 是好消息。顺便说一句，Tesla 今天也非常强势。非常大的反弹。
Anyway, um that's the economics and the future will be driven by economics. Uh so it's good news for Tesla. Tesla, by the way, is very strong today, too. Very big rebound.
他说 Tesla 的芯片项目，Herbert 转发了 Ming 的推文，Ming 是一位顶尖的 Tesla 分析师。Tesla 的芯片项目正以 Tesla 的速度推进，而不是半导体的速度。
Elon 说 Terrafab 进展顺利，还有 Futurazza，去看那个视频等等。Elon 又说了，他转发了我的推文，我说 Tesla 的 Terrafab 推进得非常非常快。
所以这可能是好事。想象一下，一家汽车公司和一家太空公司，正在建造地球上迄今为止最大的存储、半导体和封装工厂。他们野心的规模无人能及，而 Elon 似乎非常有信心他们能很快实现这一点。
He said Tesla's chip effort and he Herbert retweeted Ming who is a top uh Tesla analyst. Tesla's chip effort is moving at Tesla speed, not semiconductor speed. Elon says terrafab is going well and futurazza watch the video d etc. And Elon said again he retweeted I said Tesla terapab is moving very very fast.
So that could be good. Imagine a car company and a space company building by far the biggest memory and semiconductor and packaging plant on the planet. The scale of their ambitions is second to none and Elon seems very confident that they can pull this off very quickly.
这个频道对 $TSLA 的历次判断
InvestAnswers 在这只股票上共 34 条判断，这里只列相邻的几条。