InvestAnswers 对 $TSLA 的判断变化

频道资料 →本频道有 2 位标注的说话人:Jensen Huang、Warren Buffett / Berkshire Hathaway共 20 条
2026-09-30看涨
《📊 What a "Green" September ACTUALLY Means for October (21 Charts)》
TSLA 估值偏低,具备显著上行潜力,得益于强劲需求(车辆售罄)、积极催化剂(自动驾驶、油价)以及相对 SpaceX 的强势。

特斯拉非常便宜

Tesla is very cheap

如果你是特斯拉的重仓投资者,油价高企对它来说难道不是重大利好?绝对是这样。嘿 Cobra,那是巨大的提振。嗯,人们说:“哦,特斯拉,他们似乎认为利润会很疲弱。”我的特斯拉图表在哪里?

它应该在这里。人们相信特斯拉的利润会很糟糕。收盘后交易又会发生什么?但你无法去美国的任何展厅;展厅里没有车。它已经完全售罄。你想买一辆长续航的“Model Y”,但它们已经卖光了。

你可能要到 2027 年第一季度才能拿到一辆。嗯,他们的车已经卖完了。在欧洲,它们像热销品一样被抢购。一些国家在欧洲范围内的销量比去年增长了两倍。中国非常火爆,美国似乎也是如此。

所以,是的,汽油和柴油价格上涨对特斯拉是提振,但目前对特斯拉最大的提振是 TikTok 网红制作关于自动驾驶的视频。所有这些 TikTok 网红都买特斯拉汽车,并拍摄汽车自动驾驶的视频。

有成千上万这样的人。所以现在我们有 TikTok 网红在推广特斯拉的完全自动驾驶系统,而该系统刚刚超过 150 亿英里。太棒了。我们这里有三辆车,它们真的令人惊叹。它们去年所有车辆近 99% 的里程都是使用完全自动驾驶系统完成的。

If you are a heavy investor in Tesla , isn't the high price of oil a significant boost for it? That's definitely the case. Hey Cobra, that's a huge boost . Hmm, and people are saying, "Oh, Tesla, they seem to think the profits will be weak."

Where is my Tesla graph ? He should be here. People believe Tesla's profits will be bad. What happens in post-closing trading again ? But you can't go to any showroom in the United States; there are no cars in showrooms.

It has been completely sold out. You're trying to buy a long-range "Model Y" car, but they're sold out . You might get one in the first quarter of 2027. Hmm, they've run out of vehicles .

In Europe, they are sold as hot treats . Some countries saw their sales triple compared to last year across Europe. China is on fire, and the United States seems to be too. So, yes, higher petrol and diesel prices are a boost for Tesla, but the biggest boost for Tesla right now is the presence of TikTok celebrities making videos about self-driving.

All of them , these TikTok celebrities , buy Tesla cars and film videos of the cars driving themselves. There are thousands of them. So now we have TikTok influencers promoting Tesla's fully autonomous driving system , and the system has just surpassed 15 billion miles.

That's great. We have three cars here and they are truly amazing. All of them covered nearly 99% of their miles last year using the fully autonomous driving system .

2026-09-29看涨
《Hard Bids, Moats, AI Agents. Soul Crushing CEXs + Real Alpha 🚀》
特斯拉因人形机器人的巨大潜力而令人兴奋;入场时机略早,但可以接受。

感谢Shaun D、TND Tesla、Cipher Sniper和Cade的到来。

Thank you to Shaun D and TND Tesla and Cipher Sniper and Cade for being here.

特斯拉下跌6%,

Tesla down 6%,

我可能有点过早地、可能有点操之过急地进入了物理AI的世界。我仍然认为地球上最大的TAM——总可寻址市场——是人形机器人。这是我对特斯拉非常兴奋的原因之一,但我可能进得稍微早了一点,不过没关系。在我看来,早总比晚好。

And I may have been a bit premature and mayulpa getting into the physical AI world. I still think the biggest TAM on Earth total addressable market is humanoid robots. That's one of the reasons I'm very excited about Tesla, but I may have gotten in a little bit early, but that's okay. Better to be early than late in my opinion.

2026-09-27看涨
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