异动解读 | 特斯拉Robotaxi全无人测试启动,2倍做多TSLA ETF盘中大涨5.02%

异动解读
Dec 17, 2025

2倍做多TSLA ETF-Direxion(TSLL)今日盘中大涨5.02%,表现强劲。

消息面上,特斯拉(TSLA)正式在奥斯汀启动完全无人驾驶Robotaxi测试,车内无安全监督员和乘客,标志着其自动驾驶商业化进入关键验证阶段。摩根士丹利认为,这一突破性进展将成为验证特斯拉Robotaxi战略的最重要催化剂,预计特斯拉将在2026年显著增加Robotaxi车队规模至1000辆,并到2035年达到100万辆的规模。

特斯拉CEO马斯克已确认社交媒体上流传的Robotaxi无人驾驶运行视频,与公司三季度财报电话会议上提出的年底前移除安全监督员的目标保持一致。这一进展增强了市场对特斯拉自动驾驶技术商业化前景的信心,推动其股价上涨,进而带动杠杆ETF TSLL的显著攀升。

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