{"id":604536,"date":"2025-11-18T07:06:19","date_gmt":"2025-11-18T15:06:19","guid":{"rendered":"https:\/\/nai500.com\/?p=604536"},"modified":"2025-11-18T07:06:19","modified_gmt":"2025-11-18T15:06:19","slug":"stifel-508-tesla-robotaxi","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/11\/stifel-508-tesla-robotaxi\/","title":{"rendered":"Stifel \u5c07\u76ee\u6a19\u50f9\u8abf\u5347\u81f3 508\uff0c\u8b93 Tesla \u5728 robotaxi \u8ced\u6ce8\u4e0a\u91cd\u56de\u805a\u5149\u71c8"},"content":{"rendered":"

Tesla \u80a1\u50f9\u5728\u65e9\u76e4\u5c0f\u5e45\u4e0a\u6f32\uff0c\u7d04\u4e0a\u6f32 1%\uff0c\u5728 409 \u9644\u8fd1\u9707\u76ea\uff0cStifel \u5728\u5c0d\u516c\u53f8\u81ea\u4e3b\u99d5\u99db\u8def\u7dda\u5716\u91cd\u71c3\u4fe1\u5fc3\u5f8c\uff0c\u5c07 TSLA \u7684\u76ee\u6a19\u50f9\u4e0a\u8abf\u81f3 508\u3002\u9019\u9805\u8a55\u4f30\u91cd\u71c3\u4e86\u4e00\u500b\u719f\u6089\u7684\u591a\u982d\u8ad6\u9ede\uff1aFull Self-Driving \u8207 robotaxi \u7db2\u7d61\u80fd\u70ba\u80a1\u50f9\u5e36\u4f86\u7684\u5f71\u97ff\uff0c\u53ef\u80fd\u8d85\u904e\u8eca\u8f1b\u5229\u6f64\u7387\u6216\u964d\u50f9\u6240\u80fd\u53ca\u3002\u6b64\u6642\u9ede\u4e5f\u6b63\u503c\u6a5f\u69cb\u8cc7\u91d1\u9010\u6b65\u56de\u6d41\u3001\u6fc0\u9032\u80a1\u6771\u58d3\u529b\u5347\u9ad8\uff0c\u7a81\u986f\u51fa\u570d\u7e5e Elon Musk \u6700\u5177\u95dc\u9375\u6027\u7684\u7522\u54c1\u62bc\u6ce8\u7684\u5206\u88c2\u756b\u9762\u3002<\/p>\n

\u50f9\u683c\u8207\u6301\u5009 \u2014\u2014 \u76e4\u9762\u986f\u793a\u4fe1\u5fc3\u6b63\u5728\u6084\u6084\u56de\u6d41<\/h3>\n

TSLA \u7684\u53cd\u5f48\u96d6\u7136\u6ce2\u52d5\uff0c\u4f46\u4eca\u65e5\u7684\u6f38\u9032\u4e0a\u63da\u8207\u8a72\u5831\u544a\u76f8\u547c\u61c9\u3002Stifel \u5f15\u8ff0\u300c\u5728 Tesla robotaxi \u8def\u7dda\u5716\u4e0a\u53d6\u5f97\u5be6\u8cea\u9032\u5c55\u3001\u6301\u7e8c\u7684 Full Self-Driving \u5f37\u5316\uff0c\u4ee5\u53ca\u516c\u53f8\u9577\u671f\u6210\u9577\u8a08\u756b\u300d\u4f86\u8ad6\u8b49\u81ea\u7576\u524d\u6c34\u6e96\u6709\u8d85\u904e 25% \u7684\u4e0a\u884c\u7a7a\u9593\u3002\u6642\u9593\u9ede\u5f88\u95dc\u9375\u3002Tesla \u4e00\u76f4\u5728\u5c0d\u6297\u8f03\u6162\u7684\u96fb\u52d5\u8eca\u9700\u6c42\u3001\u50f9\u683c\u58d3\u529b\u8207\u5229\u6f64\u7387\u64e0\u58d3\uff0c\u8feb\u4f7f\u6295\u8cc7\u4eba\u628a\u7126\u9ede\u5f9e\u4ea4\u4ed8\u96dc\u97f3\u79fb\u5411\u9ad8\u5229\u6f64\u7684\u8edf\u9ad4\u3002\u908a\u969b\u8cb7\u76e4\u652f\u6301\u4e86\u9019\u4e00\u8f49\u5411\uff1a\u91ce\u6751\u8cc7\u7522\u7ba1\u7406\uff08Nomura Asset Management\uff09\u5c07\u5176 Tesla \u6301\u80a1\u589e\u52a0 4.2%\uff0c\u4f7f\u5176\u6210\u70ba\u8a72\u516c\u53f8\u7b2c\u5341\u5927\u7684\u6301\u80a1\uff0c\u7d04\u4f54\u6295\u8cc7\u7d44\u5408\u7684 1%\u3002\u9019\u4e9b\u90fd\u4e0d\u662f\u5168\u9762\u6027\u5730\u72c2\u71b1\u56de\u6b78\uff0c\u4f46\u5b83\u5f37\u8abf\u4e86\u8faf\u8ad6\u91cd\u5fc3\u7684\u6539\u8b8a\uff1a\u5f9e Tesla \u662f\u5426\u80fd\u5b88\u4f4f 2025 \u5e74\u6c7d\u8eca\u6bdb\u5229\u7387\uff0c\u8f49\u70ba\u81ea\u4e3b\u99d5\u99db\u662f\u5426\u80fd\u5fb9\u5e95\u91cd\u7f6e\u76c8\u5229\u6a21\u5f0f\u3002<\/p>\n

Stifel \u7684\u6a21\u578b \u2014\u2014 \u8edf\u9ad4\u69d3\u687f\u52dd\u904e\u786c\u9ad4\u6d88\u8017<\/h3>\n

\u65b0\u7684 508 \u76ee\u6a19\u4f86\u81ea\u65bc\u4e00\u500b\u89c0\u9ede\uff1aFSD \u8edf\u9ad4\u8207 robotaxi \u670d\u52d9\u5c07\u5728\u6c7d\u8eca\u696d\u52d9\u4e4b\u4e0a\u518d\u6dfb\u7b2c\u4e8c\u689d S \u66f2\u7dda\u3002\u9019\u500b\u5411\u91cf\u6bd4\u4efb\u4f55\u77ed\u671f\u4ea4\u4ed8\u7f3a\u53e3\u90fd\u91cd\u8981\u3002\u5982\u679c Tesla \u7684\u81ea\u4e3b\u99d5\u99db\u5806\u758a\u9054\u5230\u5ee3\u6cdb\u90e8\u7f72\uff0c\u516c\u53f8\u5c31\u6703\u5f9e\u8ca9\u552e\u8f03\u4f4e\u5229\u6f64\u7684\u786c\u9ad4\uff0c\u8f49\u70ba\u900f\u904e\u8edf\u9ad4\u8207\u7db2\u7d61\u8cbb\u7528\u4f86\u8b8a\u73fe\u9ad8\u5229\u6f64\u7684\u91cc\u7a0b\u3002\u5373\u4fbf\u662f\u4fdd\u5b88\u7684\u9644\u52a0\u7387\u8207\u4f7f\u7528\u5047\u8a2d\uff0c\u4e5f\u80fd\u63a8\u52d5\u4f30\u503c\uff0c\u56e0\u70ba\u6bcf\u4e00\u7f8e\u5143\u7684\u8edf\u9ad4\u6536\u5165\u5176\u6bdb\u5229\u9060\u9ad8\u65bc\u4e00\u8f1b Model Y\u3002Stifel \u7684\u5831\u544a\u501a\u91cd\u65bc FSD \u7684\u968e\u6bb5\u6027\u6539\u9032\u8207 robotaxi \u8def\u7dda\u5716\u4e0a\u53ef\u898b\u7684\u91cc\u7a0b\u7891\u3002\u6295\u8cc7\u4eba\u6703\u95dc\u6ce8\u4f7f\u7528\u7387\u662f\u5426\u4e0a\u5347\uff0c\u4ee5\u53ca\u6bcf\u82f1\u91cc\u5be6\u969b\u4ecb\u5165\u6b21\u6578\u5728\u591a\u5143\u57ce\u5e02\u4e2d\u662f\u5426\u6301\u7e8c\u4e0b\u964d\uff0c\u800c\u4e0d\u53ea\u662f\u7cbe\u5fc3\u7b56\u5283\u7684\u793a\u7bc4\u8def\u7dda\u3002\u6c92\u6709\u90a3\u4e9b\u9059\u6e2c\u8cc7\u6599\uff0c\u76ee\u6a19\u50f9\u4ecd\u4ef0\u8cf4\u4fe1\u5ff5\u3002<\/p>\n

Robotaxi \u7d93\u6fdf\u5b78 \u2014\u2014 \u5de8\u5927\u7684 TAM\uff0c\u6b98\u9177\u7684\u57f7\u884c<\/h3>\n

\u591a\u982d\u8ad6\u9ede\u5f88\u7c21\u55ae\uff1a\u7121\u4eba\u99d5\u99db\u7db2\u7d61\u5c07 Tesla \u8f49\u70ba\u4e00\u500b\u4ea4\u901a\u5e73\u53f0\uff0c\u6355\u6349\u5171\u4e58\u7d93\u6fdf\u7684\u4e00\u90e8\u5206\u800c\u514d\u65bc\u652f\u4ed8\u4eba\u985e\u53f8\u6a5f\u3002\u6578\u5b78\u5f88\u5feb\u8b8a\u5f97\u8907\u96dc\u3002\u8981\u52dd\u51fa\u9700\u8981\u53ef\u9760\u7684 Level 4 \u80fd\u529b\u3001\u900f\u904e\u8eca\u4e3b\u53c3\u8207\u6216\u516c\u53f8\u81ea\u6709\u8eca\u968a\u9054\u6210\u7684\u8eca\u968a\u53ef\u7528\u6027\uff0c\u4ee5\u53ca\u5728\u5bc6\u96c6\u9ad8\u9700\u6c42\u8d70\u5eca\u4e2d\u80fd\u52dd\u904e Uber \u8207 Lyft \u7684\u55ae\u4f4d\u7d93\u6fdf\u3002Tesla \u8a08\u756b\u5728 2027 \u5e74\u524d\u91cf\u7522\u7684 Cybercab \u652f\u6490\u4e86\u9019\u500b\u9858\u666f\u3002\u71df\u904b\u6a21\u5f0f\u5f88\u53ef\u80fd\u5728\u9ad8\u5229\u7528\u7387\u5340\u57df\u4ee5\u81ea\u6709\u8eca\u968a\u70ba\u4e3b\uff0c\u5176\u4ed6\u5340\u57df\u5247\u900f\u904e\u8eca\u4e3b\u81ea\u9858\u52a0\u5165\u7684\u7db2\u7d61\u6df7\u5408\u904b\u71df\uff0cTesla \u6536\u53d6\u5e73\u53f0\u8cbb\u4e26\u92b7\u552e\u8edf\u9ad4\u3002\u5982\u679c Tesla \u80fd\u4fdd\u6301\u4f4e\u786c\u9ad4\u6210\u672c\u3001\u9ad8\u8edf\u9ad4\u63a1\u7528\u7387\uff0c\u4e26\u8b93\u8eca\u8f1b\u6bcf\u5929\u4e0a\u8def\u9577\u6642\u9593\u904b\u884c\uff0c\u4e0a\u884c\u7a7a\u9593\u5de8\u5927\u3002\u4f46\u6bcf\u500b\u5047\u8a2d\u90fd\u6709\u98a8\u96aa\uff1a\u8cc7\u672c\u5f37\u5ea6\u3001\u5145\u96fb\u505c\u6a5f\u6642\u9593\u3001\u7dad\u4fee\u9031\u671f\u3001\u5929\u5019\u8b8a\u7570\u8207\u76e3\u7ba1\u9650\u5236\u90fd\u53ef\u80fd\u7a00\u91cb\u5229\u6f64\u6545\u4e8b\u3002<\/p>\n

\u6a5f\u69cb\u8cc7\u91d1\u6d41\u5411 \u2014\u2014 \u8b39\u614e\u7684\u518d\u98a8\u96aa\u512a\u65bc\u5168\u9762\u6295\u964d<\/h3>\n

\u91ce\u6751\u7684\u589e\u6301\u5177\u6307\u6a19\u610f\u7fa9\u30021% \u7684\u6295\u7d44\u6b0a\u91cd\u986f\u793a\u5927\u578b\u914d\u7f6e\u8005\u6b63\u5728\u5c0d\u4e0a\u884c\u9078\u64c7\u6b0a\u8b8a\u5f97\u8f03\u70ba\u6696\u8eab\uff0c\u800c\u975e\u5168\u9762\u62bc\u6ce8\u3002\u9019\u7b26\u5408\u6574\u9ad4\u6301\u5009\u60c5\u6cc1\uff1a\u5728\u4e00\u6bb5\u6ce2\u52d5\u5f8c\uff0c\u8a31\u591a\u666e\u901a\u6295\u8cc7\u8005\u5df2\u524a\u6e1b\u5c0d\u96fb\u52d5\u8eca\u9031\u671f\u6027\u8207\u6cbb\u7406\u96dc\u97f3\u7684\u66dd\u96aa\u3002\u5411\u57fa\u6e96\u6b0a\u91cd\u7684\u5c0f\u5e45\u91cd\u5efa\u5141\u8a31\u5728\u81ea\u4e3b\u99d5\u99db\u91cc\u7a0b\u7891\u9054\u6210\u6642\u53c3\u8207\uff0c\u4f46\u82e5\u5931\u6557\u4e5f\u4e0d\u81f3\u65bc\u8ce0\u6389\u8077\u696d\u751f\u6daf\u3002\u5c0d Tesla \u800c\u8a00\uff0c\u82e5\u6709\u5177\u9ad4\u8b49\u64da\u2014\u2014\u64f4\u5927\u76e3\u7ba1\u5141\u8a31\u7684\u76e3\u7763\u5f0f\u81ea\u4e3b\u99d5\u99db\u3001FSD \u8a02\u95b1\u66f4\u5ee3\u6cdb\u63a1\u7528\uff0c\u6216\u5728\u5bec\u9b06\u5e02\u5834\u6709\u53ef\u4fe1\u7684 robotaxi \u8a66\u9ede\u555f\u52d5\u2014\u2014\u8cc7\u91d1\u6d41\u53ef\u8fc5\u901f\u653e\u5927\u3002\u76f8\u53cd\u5730\uff0c\u4e00\u500b\u9ad8\u8abf\u632b\u6557\u53ef\u80fd\u53c8\u5c07\u9019\u4e9b\u8cb7\u5bb6\u63a8\u56de\u5834\u5916\u3002\u76ee\u524d\u6700\u4e0d\u8cbb\u529b\u7684\u8def\u5f91\u662f\u91cd\u65b0\u5b9a\u50f9\u9078\u64c7\u6b0a\uff0c\u800c\u4e0d\u662f\u81ea\u6211\u5ba3\u544a\u52dd\u5229\u3002<\/p>\n

\u6fc0\u9032\u4e3b\u7fa9\u98a8\u96aa \u2014\u2014 \u54c1\u724c\u58d3\u529b\u9047\u4e0a\u653f\u7b56\u6469\u64e6<\/h3>\n

\u8349\u6839\u6027\u300cTesla Takedown\u300d\u904b\u52d5\u5df2\u52a0\u5927\u5176\u884c\u52d5\uff0c\u65e8\u5728\u300c\u900f\u904e\u5c0d Tesla \u7684\u884c\u52d5\u5728\u7d93\u6fdf\u4e0a\u524a\u5f31 Elon Musk \u4e26\u5f71\u97ff\u4ed6\u7684\u653f\u6cbb\u5f71\u97ff\u529b\u300d\u3002\u8a72\u904b\u52d5\u8072\u91cf\u5927\uff0c\u653e\u5927\u4e86\u570d\u7e5e Musk \u7684\u516c\u958b\u8a00\u8ad6\u8207\u516c\u53f8\u4f5c\u70ba\u7684\u6bcf\u4e00\u500b\u722d\u8b70\u3002\u5c0d\u4e00\u500b\u5927\u773e\u5e02\u5834\u6c7d\u8eca\u88fd\u9020\u5546\u800c\u8a00\uff0c\u54c1\u724c\u60c5\u7dd2\u5f88\u91cd\u8981\u3002\u5c0d\u4e00\u500b\u81ea\u4e3b\u99d5\u99db\u5e73\u53f0\u4f86\u8aaa\uff0c\u516c\u773e\u63a5\u53d7\u5ea6\u66f4\u70ba\u95dc\u9375\u3002\u5e02\u653f\u5408\u4f5c\u3001\u4fdd\u96aa\u6846\u67b6\u8207\u6d88\u8cbb\u8005\u4fe1\u4efb\u4f4d\u65bc\u5229\u7528\u7387\u8207\u5b9a\u50f9\u80fd\u529b\u7684\u4e0a\u6e38\u3002\u91dd\u5c0d\u76e3\u7ba1\u6a5f\u69cb\u548c\u5730\u65b9\u653f\u7b56\u5236\u5b9a\u8005\u7684\u904b\u52d5\u53ef\u80fd\u6703\u653e\u6162\u8a31\u53ef\u6d41\u7a0b\u6216\u70ba\u8a66\u9ede\u5c08\u6848\u9644\u52a0\u65b0\u689d\u4ef6\u3002\u9019\u4e9b\u901a\u5e38\u4e0d\u6703\u5728\u6298\u73fe\u73fe\u91d1\u6d41\u6a21\u578b\u4e2d\u6e05\u695a\u5448\u73fe\uff0c\u4f46\u6703\u5ef6\u9577\u6642\u9593\u8868\u2014\u2014\u800c\u9019\u6b63\u662f\u4ee5\u8edf\u9ad4\u70ba\u4e3b\u5c0e\u7684\u4f30\u503c\u6700\u4e0d\u80fd\u627f\u53d7\u7684\u3002\u53cd\u904e\u4f86\u8aaa\uff1a\u82e5 Tesla \u5728\u898f\u6a21\u4e0a\u63d0\u4f9b\u6bd4\u4eba\u985e\u66f4\u5b89\u5168\u7684\u8868\u73fe\uff0c\u7d50\u679c\u80fd\u6bd4\u4efb\u4f55\u516c\u95dc\u53cd\u64ca\u66f4\u5feb\u58d3\u5236\u8a00\u8ad6\u3002<\/p>\n

\u76e3\u7ba1\u8def\u5f91 \u2014\u2014 \u8a2d\u5b9a\u6642\u9418\u7684\u9580\u6abb\u9805\u76ee<\/h3>\n

\u60f3\u8981\u628a 2026\u20132028 \u5e74 robotaxi \u73fe\u91d1\u6d41\u5efa\u6a21\u7684\u6295\u8cc7\u4eba\u61c9\u8a72\u5728\u87a2\u5e55\u4e0a\u65b9\u8cbc\u4e00\u5f35\u4fbf\u689d\uff1a\u6838\u51c6\u6642\u9593\u8868\u6c7a\u5b9a\u4e00\u5207\u3002\u7f8e\u570b\u5404\u5dde\u5c0d\u81ea\u4e3b\u904b\u4f5c\u6709\u4e0d\u540c\u898f\u7bc4\uff0c\u806f\u90a6\u76e3\u7ba1\u53c8\u53ef\u80fd\u589e\u52a0\u53ec\u56de\u8207\u6a19\u793a\u7684\u8907\u96dc\u6027\u3002Tesla \u7684\u81ea\u4e3b\u99d5\u99db\u7b56\u7565\u4ee5\u76f8\u6a5f\u70ba\u5148\u4e26\u504f\u91cd\u8edf\u9ad4\uff0c\u9019\u53ef\u80fd\u6703\u9762\u81e8\u8207\u4ee5\u96f7\u5c04\u96f7\u9054\u70ba\u4e3b\u7684\u7af6\u722d\u8005\u4e0d\u540c\u7684\u8b49\u64da\u8ca0\u64d4\u3002\u516c\u53f8\u904e\u53bb\u5df2\u7d93\u6b77\u904e\u53ec\u56de\u8207\u8edf\u9ad4\u4fee\u6b63\uff1b\u8981\u7372\u5f97\u66f4\u5ee3\u6cdb\u7684\u7da0\u71c8\uff0c\u5fc5\u9808\u5c55\u73fe\u4e00\u4efd\u4e7e\u6de8\u7684\u5b89\u5168\u6539\u9032\u8a18\u9304\u8207\u56b4\u8b39\u7684\u5831\u544a\u3002\u7f8e\u570b\u4ee5\u5916\uff0c\u50cf\u4e2d\u570b\u9019\u985e\u5e02\u5834\u65e2\u63d0\u4f9b\u8d85\u984d\u6a5f\u6703\uff0c\u4e5f\u4f34\u96a8\u8457\u653f\u7b56\u4e0d\u900f\u660e\u3002\u53ef\u80fd\u7684\u63a8\u51fa\u5e8f\u5217\u662f\uff1a\u76e3\u7763\u5f0f\u81ea\u4e3b\u99d5\u99db\u529f\u80fd\u6f38\u8da8\u8c50\u5bcc\uff0c\u6709\u9650\u7684\u7121\u4eba\u99d5\u99db\u5728\u56b4\u683c\u5730\u7406\u570d\u9650\u5340\u57df\u958b\u59cb\u904b\u884c\uff0c\u96a8\u8457\u6578\u64da\u652f\u6301\u9010\u6b65\u5411\u5916\u64f4\u5c55\u3002\u6bcf\u4e00\u6b65\u90fd\u80fd\u89e3\u9396\u6536\u5165\uff0c\u4f46\u5728 Stifel \u7684\u6642\u9593\u8868\u4e0a\u90fd\u6c92\u6709\u4fdd\u8b49\u3002<\/p>\n

\u4ec0\u9ebc\u80fd\u8b49\u660e\u6216\u63a8\u7ffb\u8a72\u8ad6\u9ede \u2014\u2014 \u770b\u6578\u64da\uff0c\u4e0d\u770b\u793a\u7bc4<\/h3>\n

\u4e09\u500b\u6307\u6a19\u53ef\u4ee5\u9a57\u8b49 508 \u8def\u5f91\u3002\u7b2c\u4e00\uff0cFSD \u5728\u591a\u500b\u57ce\u5e02\u7684\u53ef\u8861\u91cf\u6027\u80fd\u63d0\u5347\uff0c\u8b49\u64da\u70ba\u6bcf 1,000 \u82f1\u91cc\u4ecb\u5165\u6b21\u6578\u4e0b\u964d\u4ee5\u53ca\u4ed8\u8cbb\u7528\u6236\u7684\u7559\u5b58\u7387\u63d0\u9ad8\u3002\u7b2c\u4e8c\uff0c\u7372\u5f97\u76e3\u7ba1\u6a5f\u69cb\u8a8d\u53ef\u7684\u7121\u4eba\u99d5\u99db\u8a66\u9ede\u5c08\u6848\uff0c\u5f9e\u6280\u8853\u5c55\u793a\u8d70\u5411\u5728\u5546\u696d\u4e0a\u5177\u610f\u7fa9\u7684\u670d\u52d9\u6642\u6578\u8207\u8f09\u5ba2\u91cf\u3002\u7b2c\u4e09\uff0c\u65e9\u671f Cybercab \u7684\u751f\u7522\u6e96\u5099\u5ea6\u2500\u2500\u4f9b\u61c9\u93c8\u627f\u8afe\u3001\u8a66\u7522\u8eca\u8f1b\u8207\u6210\u672c\u63ed\u9732\uff0c\u986f\u793a\u55ae\u4f4d\u7d93\u6fdf\u5728\u5be6\u969b\u5834\u57df\u53ef\u884c\u3002\u7d05\u65d7\u5305\u62ec\u5b89\u5168\u6307\u6a19\u505c\u6eef\u3001\u5f15\u767c\u5ee3\u6cdb\u9650\u5236\u7684\u9ad8\u8abf\u4e8b\u6545\uff0c\u6216\u8cc7\u672c\u914d\u7f6e\u904e\u5ea6\u504f\u5411\u8eca\u968a\u81ea\u6709\u800c\u6c92\u6709\u5229\u7528\u7387\u8b49\u660e\u3002Tesla \u4e0d\u9700\u8981\u5728\u6bcf\u500b\u5730\u65b9\u90fd\u9054\u6210\u5b8c\u5168\u81ea\u4e3b\u4f86\u8b49\u660e\u91cd\u4f30\u6b63\u7576\u6027\u3002\u5b83\u9700\u8981\u5728\u5c11\u6578\u5e02\u5834\u5167\u6709\u53ef\u4fe1\u7684\u55ae\u4f4d\u5229\u6f64\uff0c\u4e26\u80fd\u8907\u88fd\u7684\u8def\u5f91\u3002<\/p>\n

\u73fe\u5728\u7684\u4ea4\u6613\u7b56\u7565 \u2014\u2014 \u6301\u6709\u6642\u9593\u8868<\/h3>\n

Stifel \u7684 508 \u76ee\u6a19\u5c07 Tesla \u91cd\u65b0\u6846\u5b9a\u70ba\u4e00\u500b\u5177\u6709\u53ef\u898b\u50ac\u5316\u5291\u7684\u81ea\u4e3b\u99d5\u99db\u9078\u64c7\u6b0a\uff0c\u800c\u975e\u55ae\u7d14\u7684\u96fb\u52d5\u8eca\u9577\u671f\u6301\u80a1\u6545\u4e8b\u3002\u9019\u5c31\u662f\u70ba\u4f55\u5373\u4fbf\u6838\u5fc3\u6c7d\u8eca\u5faa\u74b0\u4ecd\u6ce2\u52d5\uff0c\u55ae\u4e00\u5831\u544a\u4e5f\u80fd\u63a8\u52d5\u80a1\u50f9\u53cd\u5f48\u3002\u98a8\u96aa\u5728\u65bc\u6642\u9593\u8868\u6f02\u79fb\u3002\u82e5\u91cc\u7a0b\u7891\u5ef6\u5b95\u5230 2026 \u5e74\u5e95\u6216\u66f4\u4e45\uff0c\u8a72\u9078\u64c7\u6b0a\u7684\u73fe\u503c\u5c07\u8fc5\u901f\u6d41\u5931\uff0c\u591a\u91cd\u8a55\u50f9\u652f\u6490\u53ef\u80fd\u6703\u51fa\u73fe\u88c2\u7e2b\u3002\u82e5\u516c\u53f8\u9054\u6210\u5206\u968e\u6bb5\u76ee\u6a19\u2014\u2014\u63d0\u9ad8 FSD \u8b8a\u73fe\u3001\u6709\u9650\u7684 robotaxi \u63a8\u51fa\u8207 Cybercab \u7684\u9032\u5c55\u2014\u2014\u5247\u5728\u76c8\u9918\u57fa\u5e95\u8ffd\u4e0a\u4e4b\u524d\uff0c\u4f30\u503c\u500d\u6578\u53ef\u671b\u81ea\u6211\u652f\u6490\u3002\u5c0d\u6295\u8cc7\u7d44\u5408\u7d93\u7406\u4eba\u800c\u8a00\uff0c\u9019\u4e00\u4f48\u5c40\u734e\u52f5\u5b9a\u7fa9\u98a8\u96aa\uff1a\u6309\u6642\u9593\u8868\u8abf\u6574\u5009\u4f4d\u3001\u4ee5\u9700\u6c42\u8207\u6578\u64da\u70ba\u5c0e\u5411\u66f4\u65b0\u3001\u4e26\u628a\u6bcf\u4e00\u6b21\u8a31\u53ef\u3001\u8a66\u9ede\u8207\u6027\u80fd\u767c\u5e03\u8996\u70ba\u53ef\u4ea4\u6613\u4e8b\u4ef6\u3002\u591a\u982d\u7d42\u65bc\u6709\u4e00\u500b\u80fd\u5c07\u8edf\u9ad4\u9032\u5c55\u8207\u4f30\u503c\u9023\u7d50\u8d77\u4f86\u7684\u6a21\u578b\u3002\u73fe\u5728\u4ed6\u5011\u9700\u8981\u91cc\u7a0b\u6578\u4f86\u914d\u5408\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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