特斯拉股票：Wolfe看好人工智能/自動駕駛敘事改善

英為財情

2025/07/31

Investing.com - Wolfe Research表示，儘管特斯拉(NASDAQ:TSLA)核心汽車業務近期前景喜憂參半，但該公司的投資案例正越來越多地轉向其人工智能和自動駕駛野心。"這隻股票的交易更多圍繞敘事而非數據，"分析師寫道，並補充："對特斯拉人工智能機會的信心仍然是推動股價的最重要因素。"Wolfe強調了全自動駕駛(FSD)和機器人出租車方面即將到來的催化劑，包括擴展到新市場、...

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熱議股票

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Wolfe Research表示，儘管特斯拉(NASDAQ:TSLA)核心汽車業務近期前景喜憂參半，但該公司的投資案例正越來越多地轉向其人工智能和自動駕駛野心。\"這隻股票的交易更多圍繞敘事而非數據，\"分析師寫道，並補充：\"對特斯拉人工智能機會的信心仍然是推動股價的最重要因素。\"Wolfe強調了全自動駕駛(FSD)和機器人出租車方面即將到來的催化劑，包括擴展到新市場、...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2912970\">網頁鏈接</a>\n\n</div>\n","source":"investing_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉股票：Wolfe看好人工智能/自動駕駛敘事改善</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股票：Wolfe看好人工智能/自動駕駛敘事改善\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">英為財情</strong><span class=\"h-time small\">2025-07-31 19:53</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Investing.com - Wolfe Research表示，儘管特斯拉(NASDAQ:TSLA)核心汽車業務近期前景喜憂參半，但該公司的投資案例正越來越多地轉向其人工智能和自動駕駛野心。\"這隻股票的交易更多圍繞敘事而非數據，\"分析師寫道，並補充：\"對特斯拉人工智能機會的信心仍然是推動股價的最重要因素。\"Wolfe強調了全自動駕駛(FSD)和機器人出租車方面即將到來的催化劑，包括擴展到新市場、...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2912970\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://cn.investing.com/news/stock-market-news/article-2912970\">英為財情</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2756315664.SGD","symbol_name":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","start_time":0,"source_url":"https://cn.investing.com/news/stock-market-news/article-2912970","article_id":"2555483306","we_media_id":null,"thumbnails":[],"rights":{"source":"investing_news","url":"https://cn.investing.com/news/stock-market-news/article-2912970","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2555483306","pubTimestamp":1753962780,"columns":[],"sourceInfo":{"source_id":"investing_news","name":"英为财情新闻"},"weMediaInfo":null,"summary":"Investing.com - Wolfe Research表示，儘管特斯拉核心汽車業務近期前景喜憂參半，但該公司的投資案例正越來越多地轉向其人工智能和自動駕駛野心。\"Wolfe強調了全自動駕駛和機器人出租車方面即將到來的催化劑，包括擴展到新市場、在中國和歐洲可能獲得FSD批准，以及在美國部分地區實現免手動操作功能。Wolfe更新後的2025年和2026年每股收益預測分別為1.62美元和1.67美元，遠低於市場普遍預期的1.76美元和2.53美元。相比之下，特斯拉的能源業務被描述為一個亮點。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161631":"人工智能","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4612":"AI芯片","BK4511":"特斯拉概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLA":"特斯拉","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - 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Wolfe Research表示，儘管特斯拉(NASDAQ:TSLA)核心汽車業務近期前景喜憂參半，但該公司的投資案例正越來越多地轉向其人工智能和自動駕駛野心。\"這隻股票的交易更多圍繞敍事而非數據，\"分析師寫道，並補充：\"對特斯拉人工智能機會的信心仍然是推動股價的最重要因素。\"Wolfe強調了全自動駕駛(FSD)和機器人出租車方面即將到來的催化劑，包括擴展到新市場、在中國和歐洲可能獲得FSD批准，以及在美國部分地區實現免手動操作功能。該公司還指出，特斯拉的Optimus人形機器人預計將在2026年進入規模化生產，管理層目標是到2030年每年生產100萬台。然而，近期基本面仍面臨壓力。Wolfe更新後的2025年和2026年每股收益預測分別為1.62美元和1.67美元，遠低於市場普遍預期的1.76美元和2.53美元。該公司警告稱，未來18個月將面臨\"具挑戰性\"的局面，原因是一旦美國清潔能源汽車税收抵免在2025年底到期，Model 3和Model Y的需求可能面臨風險。相比之下，特斯拉的能源業務被描述為一個亮點。\"我們預計2026年能源收入將比2024年翻一番（達到約180億美元，相比92億美元），並保持強勁的毛利率，\"Wolfe表示，並補充道，隨着全球電池儲能需求持續超過供應，特斯拉的規模和集成專業知識使其處於有利地位。\"能源業務的成功在中期內至關重要，以避免明顯的現金消耗，\"分析師警告説，特別是隨着監管信用銷售減少和人工智能投資增加。\n本文由人工智能協助翻譯。更多信息，請參見我們的使用條款。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}