<p><strong>特斯拉</strong>(TSLA 3.59%) 已经实现了少数人认为不可能的事情：它几乎是单枪匹马地推动了全球向电动车（EV）的转型。在之前的电动车几乎没有吸引力的时候，它让拥有电动车变得时尚——甚至性感。</p>
<p>对特斯拉的早期信任可以被描述为一种信仰的飞跃。这有点类似于今天投资者面临的情况：对公司未来在人工智能（AI）、机器人技术，尤其是机器人出租车领域的探索将继续盈利的信心。</p>
<p>但是，如果消费者并不真正想要无人驾驶车辆或机器人出租车呢？这正是最近一项调查所暗示的，这让投资者重新考虑他们对特斯拉的承诺。让我来解释一下。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNTEvY3liZXJjYWJfOTIucG5nJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="466" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNTEvY3liZXJjYWJfOTIucG5nJnc9NzAw"/></p>
<p>一辆特斯拉机器人出租车。图片来源：特斯拉。</p>
<h2>机器人出租车服务作为试点项目</h2>
<p>经过多年的过度承诺和未能兑现，特斯拉终于在 6 月推出了其期待已久的机器人出租车服务的试点项目。然而，首次亮相伴随着一些限制。例如，每辆车的前排乘客座位上都有一名公司员工，且该项目仅使用 10 到 20 辆车。此外，乘车仅对相对少数的受邀者开放。评价褒贬不一，有人称其为未来，也有人表示车辆存在问题，包括在错误的车道行驶。</p>
<p>Wedbush 分析师 Dan Ives 对该项目给予了积极评价。在接受 CNBC 采访时，他表示：</p>
<blockquote>
<p>我认为一切都非常顺利。我们看到的一切。不仅仅是从安全的角度来看，机动性也令人印象深刻。我认为实际上比 [ <strong>Alphabet</strong> 的 ] Waymo 更好。我原本认为这会是 8 分，但相较于我们的体验，我认为这是 10 分。</p>
</blockquote>
<p>然而，最近一项关于驾驶者对无人驾驶车辆态度的调查似乎显示出对未来的些许悲观。美国汽车协会（AAA）2025 年的调查显示，87% 的驾驶者对无人驾驶车辆感到不确定或害怕——大多数人感到不确定——而只有 13% 的人信任这些车辆。这比四年前的调查结果更不信任，更多的是恐惧。</p>
<p>至少有一家主要汽车制造商可能也有同样的感觉。路透社报道其消息来源称，<strong>Stellantis</strong> 正在暂停其 AutoDrive 项目，原因是高成本、技术挑战，以及（正如 AAA 的调查所暗示的）消费者对无人驾驶车辆的不信任。</p>
<h2>这对特斯拉投资者来说是个担忧吗？</h2>
<p>特斯拉管理层已经明确表示，汽车制造商的未来将转向机器人、机器人出租车和人工智能。如果消费者真的不想要无人驾驶车辆，正如调查所暗示的，这将对其努力造成重大阻碍。而为特斯拉辩护的是，这项调查并不是判断机器人出租车是否成功的决定性答案。</p>
<p>人们对变化有已知的恐惧倾向，并对一些突破性的事物感到不确定。如果你在四年前问我，我自己也会对无人驾驶车辆感到不确定。人们在流媒体媒体成为主流之前也对其感到不确定（并导致了 Blockbuster 的衰亡）。一个世纪前，人们对汽车、飞机、电话、电视、个人电脑、智能手机以及各种其他技术进步也曾感到不确定。</p>
<p>如果有一种令人信服的无人驾驶车辆服务，具备经过验证的安全性和技术，调查结果肯定会有所不同。这让人想起那句名言：“如果你建造它，他们就会来。” 这需要时间，而像特斯拉这样的公司存在的目的就是显著改变未来，即使消费者现在认为他们还没有准备好……</p>
<p>那么，这项最新调查对公司的投资者来说是否有些令人担忧？也许。但我不会对特斯拉的机器人出租车雄心发出任何警报，因为人们在 2025 年仍然犹豫不决。</p>
<p>然而，广泛采用无人驾驶车辆的道路将充满障碍。投资者将不得不认真审视他们的特斯拉投资理论，因为押注于其机器人、人工智能和机器人出租车的未来似乎比专注于生产一些世界上最好的电动车时要冒更大的风险。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉的机器人出租车雄心面临怀疑，因为最近的一项调查显示 87% 的司机对自动驾驶车辆感到不确定或害怕。尽管推出了试点项目，但消费者的不信任和高成本导致一些汽车制造商，如斯泰兰蒂斯，暂停了他们的自动驾驶计划。虽然特斯拉的管理层正将重点转向机器人技术和人工智能，但调查结果可能表明未来面临挑战。然而，历史趋势表明，消费者的犹豫可能会随着时间的推移而改变，投资者必须重新评估他们对特斯拉在这一不断发展的市场中未来的承诺</p>

<p><strong>Tesla</strong>(TSLA 3.59%) has already accomplished what few thought possible: It almost single-handedly advanced the world's evolution to electric vehicles (EVs). It made owning EVs cool -- even sexy -- at a time when previous EVs were inspiring very little.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>(TSLA 3.59%) 已经实现了少数人认为不可能的事情：它几乎是单枪匹马地推动了全球向电动车（EV）的转型。在之前的电动车几乎没有吸引力的时候，它让拥有电动车变得时尚——甚至性感。</p>
</div><p>Early belief in Tesla could have been described as a leap of faith. It's somewhat similar to what its investors face today: a leap of faith that the company's future will remain lucrative through its forays into artificial intelligence (AI), robotics, and, especially, robotaxis.</p>
<div class="lb-trans"><p>对特斯拉的早期信任可以被描述为一种信仰的飞跃。这有点类似于今天投资者面临的情况：对公司未来在人工智能（AI）、机器人技术，尤其是机器人出租车领域的探索将继续盈利的信心。</p>
</div><p>But what if consumers don't really want driverless vehicles or robotaxis? That's what a recent survey suggests, and it's got investors rethinking their commitment to Tesla. Let me explain.</p>
<div class="lb-trans"><p>但是，如果消费者并不真正想要无人驾驶车辆或机器人出租车呢？这正是最近一项调查所暗示的，这让投资者重新考虑他们对特斯拉的承诺。让我来解释一下。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MzIwNTEvY3liZXJjYWJfOTIucG5nJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F832051%2Fcybercab_92.png&amp;op=resize&amp;w=700"/></p>
<p>A Tesla Cybercab. Image source: Tesla.</p>
<div class="lb-trans"><p>一辆特斯拉机器人出租车。图片来源：特斯拉。</p>
</div><h2>Robotaxi service as a pilot program</h2>
<div class="lb-trans"><h2>机器人出租车服务作为试点项目</h2>
</div><p>After years of overpromising and under-delivering, Tesla finally launched a pilot program of its long-awaited robotaxi service in June. The debut, however, came with a few caveats. For instance, there was a company employee in the front passenger seat of every vehicle, and the program utilizes only 10 to 20 vehicles. Also, the rides are only open to a relatively few invitees. The reviews have been mixed, with some calling it the future and some saying vehicles had issues, including driving on the wrong side of the road.</p>
<div class="lb-trans"><p>经过多年的过度承诺和未能兑现，特斯拉终于在 6 月推出了其期待已久的机器人出租车服务的试点项目。然而，首次亮相伴随着一些限制。例如，每辆车的前排乘客座位上都有一名公司员工，且该项目仅使用 10 到 20 辆车。此外，乘车仅对相对少数的受邀者开放。评价褒贬不一，有人称其为未来，也有人表示车辆存在问题，包括在错误的车道行驶。</p>
</div><p>Wedbush analyst Dan Ives had good things to say about the program. In an interview with CNBC, he said:</p>
<div class="lb-trans"><p>Wedbush 分析师 Dan Ives 对该项目给予了积极评价。在接受 CNBC 采访时，他表示：</p>
</div><blockquote>
<p>I thought it was extremely smooth. Everything we saw. Not just from a safety perspective. Maneuverability was way impressive. I thought actually even better than [ <strong>Alphabet</strong>'s] Waymo out of the gates. I thought going into it was going to be an eight out of 10. I think it's a 10 out of 10 relative to our experience.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>我认为一切都非常顺利。我们看到的一切。不仅仅是从安全的角度来看，机动性也令人印象深刻。我认为实际上比 [ <strong>Alphabet</strong> 的 ] Waymo 更好。我原本认为这会是 8 分，但相较于我们的体验，我认为这是 10 分。</p>
</blockquote>
</div><p>However, a recent survey gauging driver attitudes toward self-driving vehicles appears to indicate a little pessimism about the future. The American Automobile Association (AAA) 2025 survey showed that 87% of drivers were unsure or afraid of self-driving vehicles -- the majority unsure -- while 13% trust the vehicles. That's less trusting and more afraid than the survey results from four years prior.</p>
<div class="lb-trans"><p>然而，最近一项关于驾驶者对无人驾驶车辆态度的调查似乎显示出对未来的些许悲观。美国汽车协会（AAA）2025 年的调查显示，87% 的驾驶者对无人驾驶车辆感到不确定或害怕——大多数人感到不确定——而只有 13% 的人信任这些车辆。这比四年前的调查结果更不信任，更多的是恐惧。</p>
</div><p>At least one major automaker might feel the same. Reuters is reporting that its sources say <strong>Stellantis</strong> is pausing its AutoDrive program due to high costs, technology challenges, and (as AAA's survey alluded to) consumer mistrust in self-driving vehicles.</p>
<div class="lb-trans"><p>至少有一家主要汽车制造商可能也有同样的感觉。路透社报道其消息来源称，<strong>Stellantis</strong> 正在暂停其 AutoDrive 项目，原因是高成本、技术挑战，以及（正如 AAA 的调查所暗示的）消费者对无人驾驶车辆的不信任。</p>
</div><h2>Is this cause for concern for Tesla investors?</h2>
<div class="lb-trans"><h2>这对特斯拉投资者来说是个担忧吗？</h2>
</div><p>Tesla management has made it fairly clear that the vehicle manufacturer's future is changing its focus to robotics, robotaxis, and AI. If consumers truly don't want driverless vehicles, as the survey implies, that's going to create a major headwind for its efforts. And in Tesla's defense, the survey is not the definitive answer to whether robotaxis will be successful.</p>
<div class="lb-trans"><p>特斯拉管理层已经明确表示，汽车制造商的未来将转向机器人、机器人出租车和人工智能。如果消费者真的不想要无人驾驶车辆，正如调查所暗示的，这将对其努力造成重大阻碍。而为特斯拉辩护的是，这项调查并不是判断机器人出租车是否成功的决定性答案。</p>
</div><p>People have a known propensity for being afraid of change and unsure of something groundbreaking. If you had asked me four years ago, I would have been unsure of driverless vehicles myself. People were unsure about streaming media until it became mainstream (and led to Blockbuster's demise). There was uncertainty about cars a century ago, as well as airplanes, telephones, televisions, PCs, smartphones and all sorts of other technological advances.</p>
<div class="lb-trans"><p>人们对变化有已知的恐惧倾向，并对一些突破性的事物感到不确定。如果你在四年前问我，我自己也会对无人驾驶车辆感到不确定。人们在流媒体媒体成为主流之前也对其感到不确定（并导致了 Blockbuster 的衰亡）。一个世纪前，人们对汽车、飞机、电话、电视、个人电脑、智能手机以及各种其他技术进步也曾感到不确定。</p>
</div><p>If there were a compelling driverless vehicle service out there, with proven safety and technology, the survey results would surely have turned out differently. It's reminiscent of the line, &#34;If you build it, they will come.&#34; That will take time, and companies like Tesla exist to significantly change the future, even if consumers don't think they're ready for it ... yet.</p>
<div class="lb-trans"><p>如果有一种令人信服的无人驾驶车辆服务，具备经过验证的安全性和技术，调查结果肯定会有所不同。这让人想起那句名言：“如果你建造它，他们就会来。” 这需要时间，而像特斯拉这样的公司存在的目的就是显著改变未来，即使消费者现在认为他们还没有准备好……</p>
</div><p>So, is this latest survey a little concerning for the company's investors? Maybe. But I wouldn't raise any red flags about Tesla's robotaxi ambition because people are hesitant in 2025.</p>
<div class="lb-trans"><p>那么，这项最新调查对公司的投资者来说是否有些令人担忧？也许。但我不会对特斯拉的机器人出租车雄心发出任何警报，因为人们在 2025 年仍然犹豫不决。</p>
</div><p>However, the road to widespread adoption of driverless vehicles will be filled with speed bumps. And investors will have to take a long look at their Tesla investing thesis because betting on its robotic, AI, and robotaxi future sure seems riskier than when it was focused on producing some of the world's best EVs.</p>
<div class="lb-trans"><p>然而，广泛采用无人驾驶车辆的道路将充满障碍。投资者将不得不认真审视他们的特斯拉投资理论，因为押注于其机器人、人工智能和机器人出租车的未来似乎比专注于生产一些世界上最好的电动车时要冒更大的风险。</p>
</div>

Are Tesla's Robotaxi Ambitions Doomed Already?

- 特斯拉推出机器人出租车服务，但消费者对无人驾驶车辆的信任度低。  
- 最新调查显示，87% 驾驶者对自驾车持不确定或恐惧态度。  
- 投资者需重新评估特斯拉在机器人和 AI 领域的未来前景。  

特斯拉的机器人出租车计划是否已经注定失败？