在电动车时代,特斯拉曾长期领跑,但最终被中国厂商凭借供应链整合、规模化制造与性价比优势反超。如今,在人形机器人赛道,马斯克显然不想再犯一次同样的错误。作者|王蕊编辑|西子“中国将是特斯拉最大的竞争对手,而且在中国之外,我们看不到任何显著竞争者”。2025年Q4财报电话会议上,马斯克的表态掷地有声、毫不含糊。这绝非一句行业客套,而是特斯拉的一次战略宣言——这家巨头已将未来增长的重心,明显转向 AI ...
Source Link在电动车时代,特斯拉曾长期领跑,但最终被中国厂商凭借供应链整合、规模化制造与性价比优势反超。如今,在人形机器人赛道,马斯克显然不想再犯一次同样的错误。作者|王蕊编辑|西子“中国将是特斯拉最大的竞争对手,而且在中国之外,我们看不到任何显著竞争者”。2025年Q4财报电话会议上,马斯克的表态掷地有声、毫不含糊。这绝非一句行业客套,而是特斯拉的一次战略宣言——这家巨头已将未来增长的重心,明显转向 AI ...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.