别管Q4业绩了,特斯拉下周财报的最大看点是机器人和自动驾驶

华尔街见闻
Jan 22

摩根士丹利认为,特斯拉即将于29日公布的财报的焦点已从财务指标转向无监督FSD、Robotaxi及Optimus机器人等前沿技术。尽管面临2026年交付量低于预期及现金流消耗压力,但其AI5芯片与Cybercab量产进程将决定股价走向。市场正密切关注特斯拉从传统车企向AI与机器人公司的战略转型。特斯拉即将于29日公布的第四季度财报中,投资者的关注焦点正在从传统财务指标转向机器人出租车、无监督...

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