多头专注于特斯拉技术的快速迭代以及在数据和计算方面的关键护城河,空头质疑规模化路径,例如基础设施/与市政当局管理关系方面,特斯拉并没有核心竞争力,同时质疑数据质量。巴克莱认为,Robotaxi发布会可能不及预期,基本面疲软问题尚未得到充分重视,但长期来看,市场对特斯拉自动驾驶/AI价值的认知不会因此改变。特斯拉股票正处于关键十字路口,下周发布的RoboTaxi能否挽回投资者信心?据追风交易台消息,...
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