<p>作者：William Gavin</p>
<p>尽管特斯拉的股价有所回落，但对该公司在人工智能和自动驾驶方面努力的乐观情绪正在增强。</p>
<p>特斯拉未来的估值越来越基于其机器人出租车和类人机器人计划的预测。</p>
<p>目前特斯拉的市值约为 1.5 万亿美元，华尔街最大的乐观派之一表示，到明年年底，其估值可能翻倍。</p>
<p>Wedbush 分析师 Daniel Ives 在周一给客户的报告中预测，&#34;特斯拉（TSLA）和马斯克即将迎来一个巨大的年份，因为自动驾驶和机器人章节即将开始。&#34;</p>
<p>虽然 Ives 的目标价为 600 美元，这意味着特斯拉的估值为 2 万亿美元，但他认为更乐观的情景是，该公司在一年内可能达到 3 万亿美元的估值。这一增长主要将来自特斯拉在人工智能和自动驾驶汽车方面的工作，Ives 表示，这些工作至少价值 1 万亿美元。</p>
<p>他的乐观情绪帮助特斯拉的股价在周一的交易中上涨约 3%。股价在早盘交易中一度上涨 4.9%，这将足以使其自 2024 年 12 月 17 日以来首次创下新高。但在最近的 472.50 美元时，股价已从创下新高所需的 479.86 美元水平回落。</p>
<p>几个月来，特斯拉一直在德克萨斯州奥斯汀和旧金山湾区运营一项叫车服务，目标是最终用机器人出租车填充其平台。目前，该服务依赖于配备公司先进驾驶辅助系统的特斯拉车辆，并由能够在紧急情况下进行干预的员工进行监督。</p>
<p>但在周末，首席执行官埃隆·马斯克表示，特斯拉已开始测试，旨在允许其在奥斯汀的车辆完全自主运行，而无需那名工作人员。他之前曾表示，特斯拉计划在年底之前将员工从汽车中移除。</p>
<p>&#34;无监督几乎已经解决了，&#34;马斯克在他创办的 xAI 初创公司最近举办的一次活动上表示，特斯拉可能会对此进行投资。&#34;所以将会有特斯拉机器人出租车在奥斯汀运营，车内没有人。&#34;</p>
<p>特斯拉还计划在本月底之前扩大其车队规模，并将业务扩展到佛罗里达州、内华达州、亚利桑那州和德克萨斯州的几个其他城市。但这一过程可能会很漫长，部分原因是各州和市政当局通常有不同的要求，企业需要满足这些要求。</p>
<p>阅读更多：SpaceX 正在瞄准 1.5 万亿美元的估值。这对谷歌来说是个好消息。</p>
<p>Ives 表示，这一负担可能在 2026 年初减轻，推测白宫可能会将监管权力从各州转移出去。他表示，这&#34;可能&#34;通过特朗普总统的行政命令实现，特朗普上周签署了一项旨在阻止各州制定自己的人工智能相关法规的命令。</p>
<p>&#34;特朗普希望美国在这场人工智能军备竞赛中领先中国，而自动驾驶是决定谁赢得人工智能的关键因素，&#34;Ives 说，并补充称特斯拉将在机器人出租车方面发挥&#34;重要作用&#34;。</p>
<p>他还预计，特斯拉将开始从销售其全自动驾驶高级驾驶辅助系统中获得重大推动，超过一半的客户为该软件支付一次性费用或月度订阅费。这将是一个戏剧性的变化，因为根据高管的说法，截至上个季度，仅有 12% 的客户选择购买该软件。</p>
<p>如果特斯拉的机器人出租车计划显示出前景，并且软件改进逐步推出，明年可能会有更多客户购买 FSD。该公司还在推动明年在欧洲和中国获得监管批准，这可能会推动 FSD 和电动车的销售。但尚不清楚 Ives 的预测是否可实现。</p>
<p>特斯拉还可能从其 Cybercab（指定的机器人出租车）和 Optimus 类人机器人项目中受益。两者预计将在 2026 年投入生产，并且是特斯拉未来的核心。</p>
<p>综合来看，特斯拉的人工智能和机器人计划可能使马斯克更接近于从他的薪酬方案中受益，该方案根据特斯拉在未来十年的成就授予他股票。计划中的目标包括公司达到 8.5 万亿美元的估值和销售 100 万个机器人。</p>
<p>查看更多：特斯拉的这一举动可能帮助电动车制造商摆脱销售低迷。</p>
<p>-William Gavin</p>
<p>该内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>2025 年 12 月 15 日 1107ET</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>Wedbush 分析师 Daniel Ives 预测，特斯拉的估值在一年内可能达到 3 万亿美元，这得益于人工智能和自动驾驶技术的进步。特斯拉的股票在周一上涨了 3%，受到对其机器人出租车和类人机器人计划的乐观情绪影响。首席执行官埃隆·马斯克宣布将在奥斯汀进行完全自动驾驶车辆的测试，旨在扩大运营。监管变化可能会促进扩张，而特斯拉的全自动驾驶系统销售可能会增加。特斯拉在人工智能和机器人技术方面的努力对未来增长和马斯克的薪酬方案至关重要</p>

<p>By William Gavin</p>
<div class="lb-trans"><p>作者：William Gavin</p>
</div><p>While Tesla shares have pared gains, optimism is building for the company's efforts in AI and autonomous driving</p>
<div class="lb-trans"><p>尽管特斯拉的股价有所回落，但对该公司在人工智能和自动驾驶方面努力的乐观情绪正在增强。</p>
</div><p>Tesla's future valuation is increasingly based on projections for its robotaxi and humanoid robotics plans.</p>
<div class="lb-trans"><p>特斯拉未来的估值越来越基于其机器人出租车和类人机器人计划的预测。</p>
</div><p>Tesla is worth about $1.5 trillion now, and its valuation could double by the end of next year, according to one of the biggest bulls on Wall Street.</p>
<div class="lb-trans"><p>目前特斯拉的市值约为 1.5 万亿美元，华尔街最大的乐观派之一表示，到明年年底，其估值可能翻倍。</p>
</div><p>Wedbush analyst Daniel Ives predicts &#34;a monster year ahead for Tesla (TSLA) and Musk as the autonomous and robotics chapter begins,&#34; he wrote in a note to clients Monday.</p>
<div class="lb-trans"><p>Wedbush 分析师 Daniel Ives 在周一给客户的报告中预测，&#34;特斯拉（TSLA）和马斯克即将迎来一个巨大的年份，因为自动驾驶和机器人章节即将开始。&#34;</p>
</div><p>While Ives's $600 target price translates to a $2 trillion valuation for Tesla, he sees a more upbeat scenario where the company could reach a $3 trillion valuation within a year. That growth would mostly come as a result of Tesla's work on artificial intelligence and self-driving vehicles, which Ives said is worth &#34;at least&#34; $1 trillion.</p>
<div class="lb-trans"><p>虽然 Ives 的目标价为 600 美元，这意味着特斯拉的估值为 2 万亿美元，但他认为更乐观的情景是，该公司在一年内可能达到 3 万亿美元的估值。这一增长主要将来自特斯拉在人工智能和自动驾驶汽车方面的工作，Ives 表示，这些工作至少价值 1 万亿美元。</p>
</div><p>His optimism is helping to drive Tesla shares about 3% higher in Monday's session. Shares traded up as much as 4.9% earlier in the session, which would have been enough for their first record close since Dec. 17, 2024, according to Dow Jones Market Data. But at a recent $472.50, they've pulled back from the $479.86 level needed to clinch a fresh record close.</p>
<div class="lb-trans"><p>他的乐观情绪帮助特斯拉的股价在周一的交易中上涨约 3%。股价在早盘交易中一度上涨 4.9%，这将足以使其自 2024 年 12 月 17 日以来首次创下新高。但在最近的 472.50 美元时，股价已从创下新高所需的 479.86 美元水平回落。</p>
</div><p>For months, Tesla has been operating a ride-hailing service in Austin, Texas, and the San Francisco Bay Area, with the goal of eventually filling out its platform with robotaxis. It currently relies on Tesla vehicles equipped with the company's advanced driver-assistance system and overseen by an employee capable of interfering in emergency situations.</p>
<div class="lb-trans"><p>几个月来，特斯拉一直在德克萨斯州奥斯汀和旧金山湾区运营一项叫车服务，目标是最终用机器人出租车填充其平台。目前，该服务依赖于配备公司先进驾驶辅助系统的特斯拉车辆，并由能够在紧急情况下进行干预的员工进行监督。</p>
</div><p>But over the weekend, CEO Elon Musk said Tesla has started testing aimed at allowing its vehicles in Austin to operate fully autonomously, without that worker. He has previously said that Tesla aims to remove its employees from the cars by the end of the year.</p>
<div class="lb-trans"><p>但在周末，首席执行官埃隆·马斯克表示，特斯拉已开始测试，旨在允许其在奥斯汀的车辆完全自主运行，而无需那名工作人员。他之前曾表示，特斯拉计划在年底之前将员工从汽车中移除。</p>
</div><p>&#34;Unsupervised is pretty much solved at this point,&#34; Musk said at a recent event hosted by his xAI startup, which Tesla may invest in. &#34;So there will be Tesla robotaxis operating in Austin with no one in them.&#34;</p>
<div class="lb-trans"><p>&#34;无监督几乎已经解决了，&#34;马斯克在他创办的 xAI 初创公司最近举办的一次活动上表示，特斯拉可能会对此进行投资。&#34;所以将会有特斯拉机器人出租车在奥斯汀运营，车内没有人。&#34;</p>
</div><p>Tesla also aims to increase the size of its fleet and expand operations to several additional cities in Florida, Nevada, Arizona and Texas by the end of the month. But that process can be lengthy, partly because states and municipalities often have different requirements that companies need to meet.</p>
<div class="lb-trans"><p>特斯拉还计划在本月底之前扩大其车队规模，并将业务扩展到佛罗里达州、内华达州、亚利桑那州和德克萨斯州的几个其他城市。但这一过程可能会很漫长，部分原因是各州和市政当局通常有不同的要求，企业需要满足这些要求。</p>
</div><p>Read more: SpaceX is eyeing a $1.5 trillion valuation. That's good news for Google.</p>
<div class="lb-trans"><p>阅读更多：SpaceX 正在瞄准 1.5 万亿美元的估值。这对谷歌来说是个好消息。</p>
</div><p>That burden could be lessened in early 2026, Ives said, positing that the White House could shift that regulatory power away from the states. That would &#34;likely&#34; occur, he said, through an executive order from President Donald Trump, who last week signed an order targeted at blocking states from making their own regulations regarding AI.</p>
<div class="lb-trans"><p>Ives 表示，这一负担可能在 2026 年初减轻，推测白宫可能会将监管权力从各州转移出去。他表示，这&#34;可能&#34;通过特朗普总统的行政命令实现，特朗普上周签署了一项旨在阻止各州制定自己的人工智能相关法规的命令。</p>
</div><p>&#34;Trump wants the U.S. to stay ahead of China in this AI arms race and autonomous is a key factor in who wins AI,&#34; Ives said, adding that Tesla will play a &#34;major role&#34; with robotaxis.</p>
<div class="lb-trans"><p>&#34;特朗普希望美国在这场人工智能军备竞赛中领先中国，而自动驾驶是决定谁赢得人工智能的关键因素，&#34;Ives 说，并补充称特斯拉将在机器人出租车方面发挥&#34;重要作用&#34;。</p>
</div><p>He also expects Tesla to begin receiving a major boost from selling its Full Self-Driving advanced driver-assistance system, with more than half of its customers paying either a one-time fee or a monthly subscription for the software. That would be a dramatic change of pace, since just 12% of customers have opted to buy the software as of last quarter, according to executives.</p>
<div class="lb-trans"><p>他还预计，特斯拉将开始从销售其全自动驾驶高级驾驶辅助系统中获得重大推动，超过一半的客户为该软件支付一次性费用或月度订阅费。这将是一个戏剧性的变化，因为根据高管的说法，截至上个季度，仅有 12% 的客户选择购买该软件。</p>
</div><p>There is a chance that more customers will purchase FSD next year if Tesla's robotaxi plans show promise and as software improvements are rolled out. The company is also pushing for regulatory approval in Europe and China next year, which could boost sales of both FSD and electric vehicles. But it's unclear if Ives's forecast is achievable.</p>
<div class="lb-trans"><p>如果特斯拉的机器人出租车计划显示出前景，并且软件改进逐步推出，明年可能会有更多客户购买 FSD。该公司还在推动明年在欧洲和中国获得监管批准，这可能会推动 FSD 和电动车的销售。但尚不清楚 Ives 的预测是否可实现。</p>
</div><p>Tesla will also likely benefit from its work on the Cybercab, a designated robotaxi, and on the Optimus humanoid robot. Both are expected to enter production in 2026 and are central to Tesla's future.</p>
<div class="lb-trans"><p>特斯拉还可能从其 Cybercab（指定的机器人出租车）和 Optimus 类人机器人项目中受益。两者预计将在 2026 年投入生产，并且是特斯拉未来的核心。</p>
</div><p>Combined, Tesla's AI and robotics plans could move Musk closer to benefiting from his compensation package, which awards him stock based on Tesla's achievements over the next decade. Outlined goals include the company reaching an $8.5 trillion valuation and selling 1 million robots.</p>
<div class="lb-trans"><p>综合来看，特斯拉的人工智能和机器人计划可能使马斯克更接近于从他的薪酬方案中受益，该方案根据特斯拉在未来十年的成就授予他股票。计划中的目标包括公司达到 8.5 万亿美元的估值和销售 100 万个机器人。</p>
</div><p>See More: This Tesla move could help the EV maker shake a sales slump</p>
<div class="lb-trans"><p>查看更多：特斯拉的这一举动可能帮助电动车制造商摆脱销售低迷。</p>
</div><p>-William Gavin</p>
<div class="lb-trans"><p>-William Gavin</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>该内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>12-15-25 1107ET</p>
<div class="lb-trans"><p>2025 年 12 月 15 日 1107ET</p>
</div>

Tesla's stock flirts with new high upon bold prediction for a $3 trillion valuation

- 特斯拉未来估值依赖于机器人出租车和人形机器人计划。  
- 分析师预测特斯拉估值可能在明年翻倍，达到 3 万亿美元。  
- 特斯拉正在测试完全自主驾驶，计划扩展到更多城市。  

特斯拉的股票因大胆预测其市值将达到 3 万亿美元而逼近新高