TSLA

TSLA · 交易机会 · Trading Opportunity

trading-ideas

TSLA · 交易机会 · Trading Opportunity

FY2025全年营收约$948亿EPS超预期25%、能源储存创季度历史纪录、奥斯汀无人机器人出租车正式商业运营、Cybercab 4月量产倒计时——EV基本盘下滑与政治争议压制股价至约$386:物理AI时代最重要的三重催化剂全部进入倒计时,最优入场窗口正在今天开启 FY2025 full-year revenue approximately $94.8 billion, EPS beating expectations by 25%, energy storage creating a quarterly historical record, Austin driverless robot taxi officially commencing commercial operations, Cybercab April mass production countdown — EV core business decline and political controversy suppressing

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TSLA · 深度研究报告 · In-Depth Research Report

TSLA

TSLA · 深度研究报告 · In-Depth Research Report

从汽车公司到物理AI公司:Robotaxi、Optimus与能源业务的三重估值重构 From an automaker to a physical AI company: the triple valuation rerating of Robotaxi, Optimus, and the energy business FY2025全年营收$948亿同比下降3%、EV交付连续两年下滑、Q4毛利率收窄——却同步实现:Austin无人驾驶机器人出租车正式商业运营、Cybercab预计4月开始量产、Optimus工厂部署数千台、FSD v14荣获MotorTrend年度最佳驾驶辅助奖——全球最具争议的AI与物理智能公司,从汽车制造商到物理AI平台的历史性转型,今天正是最关键的节点 FY2025 full-year revenue was $94.8 billion, down 3% year-over-year, EV deliveries declined for two

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