<p><strong>特斯拉</strong>（TSLA 0.07%）主要以兩件事而聞名：電動汽車（EV）和能源存儲。然而，多年來，該公司的古怪首席執行官埃隆·馬斯克一直在談論一個根植於人工智能（AI）的公司願景。</p>
<p>具體來説，馬斯克希望將特斯拉的汽車業務轉變為一個全面的機器人出租車運營。特斯拉顛覆打車、配送服務甚至汽車租賃業務的前景讓投資者感到興奮。但這個機會究竟有多真實？</p>
<p>根據 <strong>英偉達</strong> 首席執行官黃仁勳的説法，他似乎已經是馬斯克的粉絲，特斯拉的自動駕駛雄心非常真實。讓我們深入探討黃仁勳最近的評論，這些評論應該會讓特斯拉的支持者歡呼。</p>
<h2>黃仁勳剛剛對特斯拉説了什麼？</h2>
<p>在 2024 年 4 月的財報電話會議上，馬斯克提出了一個有趣的觀點，將汽車的演變與手機的演變進行比較。他描述了 iPhone 和 Android 設備的發佈如何在手機行業中引發了根本性的變化，基本上將翻蓋手機變成了遺物。</p>
<p>馬斯克接着預測，未來 “所有汽車都需要成為智能汽車”。馬斯克所説的 “智能汽車” 是指能夠自主駕駛的汽車。基本上，他在説自動駕駛是汽車行業的未來，如果像 <strong>福特</strong> 和 <strong>通用汽車</strong> 這樣的傳統制造商不趕上特斯拉通過其全自動駕駛軟件所開發的技術，那麼 “許可將變得不可選擇”。</p>
<p>在接受 Yahoo! Finance 採訪時，黃仁勳似乎呼應了馬斯克的觀點，認為所有汽車最終都會利用自動駕駛技術。但真正的亮點是黃仁勳對特斯拉的評價，稱該公司 “遠遠領先於競爭對手”。</p>
<blockquote>
<p>pic.twitter.com/DryiuFJDof</p>
<p>-- 埃隆·馬斯克 (@elonmusk) 2025 年 5 月 25 日</p>
</blockquote>
<h2>華爾街的一些人似乎同意</h2>
<p>華爾街上最大的兩位特斯拉支持者是 Wedbush Securities 的股票研究分析師丹·艾夫斯和 Ark Invest 的首席執行官凱西·伍德。</p>
<p>隨着特斯拉的機器人出租車發佈據説即將到來，艾夫斯最近宣佈 “自動駕駛的黃金時代” 已經到來，這讓投資者感到興奮。或許不出所料，艾夫斯還將特斯拉股票的目標價提高到 500 美元，意味着從 6 月 10 日的收盤價來看，幾乎有 53% 的上漲空間。</p>
<p>考慮到 <strong>字母表</strong> 的 Waymo 已經在機器人出租車領域佔據領先地位，加上 <strong>優步</strong> 和 <strong>Lyft</strong> 在打車行業的現有足跡，特斯拉在獲取客户和擴展自己的自動駕駛汽車車隊方面似乎面臨艱鉅的挑戰。</p>
<p>儘管如此，伍德似乎比艾夫斯更加看好。Ark Invest 的創始人最近對特斯拉的樂觀預期加倍，給出了五年內股價目標為 2600 美元！</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwMjgvZ2V0dHlpbWFnZXMtNjk2ODY4MzY2LTMuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="700" height="504" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwMjgvZ2V0dHlpbWFnZXMtNjk2ODY4MzY2LTMuanBnJnc9NzAw"/></p>
<p>圖片來源：Getty Images。</p>
<h2>現在特斯拉股票值得購買嗎？</h2>
<p>特斯拉長期以來一直是一隻表現異常的股票。我所説的異常是，基於傳統估值指標（如市銷率（P/S）或市盈率（P/E））來衡量特斯拉往往沒有什麼用。原因在於，特斯拉的股票往往是基於敍事而非具體財務數據而波動。</p>
<p>截至 6 月 10 日，特斯拉的股票在過去一個月內上漲了大約 9%。然而，在這段短暫的時間內，股票曾上漲高達 22%，也曾下跌高達 5%。即使對於特斯拉來説，這也是一個極端的波動範圍。</p>
<p>隨着馬斯克宣佈他將從政府效率部（DOGE）的公共職務中辭職，特斯拉的股票在 5 月開始逐漸上漲。投資者對此感到高興，因為他們認為馬斯克將重新專注於特斯拉，這是一家在過去一年多時間裏一直停滯不前的公司。</p>
<p>此外，預計在 6 月推出的機器人出租車也可能吸引了一些投資者。</p>
<p>但在過去一週，特斯拉的股票因馬斯克與總統唐納德·特朗普之間的公開爭執而大幅下跌，特別是兩人對特朗普的新支出法案存在分歧。</p>
<p>就在幾周前，似乎機器人出租車發佈的利好已經反映在特斯拉的股價中，但現在，你可以説這是一個買入的機會。</p>
<p>在如此大的波動和如此多的不確定性懸掛在機器人出租車之上，我會等着看看發佈的情況。機器人出租車業務的長期擴展將需要監管批准，這使得馬斯克的政治爭執變得更加相關。</p>
<p>雖然根據黃仁勳、艾夫斯和伍德等知名人物的積極言論來購買特斯拉股票是很誘人的，但目前圍繞該公司的未知因素太多，使得在這些價格下購買並不明智。</p>

英偉達

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

南方兩倍做多特斯拉

南方兩倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉在機器人出租車業務上的雄心得到了英偉達首席執行官黃仁勳的支持，他聲稱該公司在自動駕駛技術方面 “遠遠領先” 於競爭對手。分析師丹·艾夫斯和凱西·伍德對特斯拉持樂觀態度，艾夫斯將其目標價上調至 500 美元，而伍德則預計五年後將達到 2600 美元。儘管近期股票波動較大，並面臨來自 Waymo、Uber 和 Lyft 等成熟競爭者的挑戰，但即將推出的機器人出租車可能會帶來買入機會，儘管監管障礙仍然是一個擔憂</p>

<p><strong>Tesla</strong>(TSLA 0.07%) is primarily known for two things: electric vehicles (EV) and energy storage. For years, however, the company's eccentric CEO Elon Musk has been talking about a vision for the company that's rooted in artificial intelligence (AI).</p>
<div class="lb-trans"><p><strong>特斯拉</strong>（TSLA 0.07%）主要以兩件事而聞名：電動汽車（EV）和能源存儲。然而，多年來，該公司的古怪首席執行官埃隆·馬斯克一直在談論一個根植於人工智能（AI）的公司願景。</p>
</div><p>Specifically, Musk wants to parlay Tesla's automobile business into a full-fledged robotaxi operation. The prospects of Tesla disrupting ride-hailing, delivery services, and even car rental businesses has investors excited. But just how real is the opportunity?</p>
<div class="lb-trans"><p>具體來説，馬斯克希望將特斯拉的汽車業務轉變為一個全面的機器人出租車運營。特斯拉顛覆打車、配送服務甚至汽車租賃業務的前景讓投資者感到興奮。但這個機會究竟有多真實？</p>
</div><p>According to <strong>Nvidia</strong> CEO Jensen Huang, who appears to be a fan of Musk already, Tesla's autonomous driving ambitions are very real. Let's dig into some recent commentary from Huang that should have Tesla bulls cheering.</p>
<div class="lb-trans"><p>根據 <strong>英偉達</strong> 首席執行官黃仁勳的説法，他似乎已經是馬斯克的粉絲，特斯拉的自動駕駛雄心非常真實。讓我們深入探討黃仁勳最近的評論，這些評論應該會讓特斯拉的支持者歡呼。</p>
</div><h2>What did Jensen Huang just say about Tesla?</h2>
<div class="lb-trans"><h2>黃仁勳剛剛對特斯拉説了什麼？</h2>
</div><p>During an April 2024 earnings call, Musk made an interesting point comparing the evolution of automobiles to that of cellphones. He described how the release of the iPhone and Android devices served as an existential shift in the mobile phone business, essentially turning flip phones into relics.</p>
<div class="lb-trans"><p>在 2024 年 4 月的財報電話會議上，馬斯克提出了一個有趣的觀點，將汽車的演變與手機的演變進行比較。他描述了 iPhone 和 Android 設備的發佈如何在手機行業中引發了根本性的變化，基本上將翻蓋手機變成了遺物。</p>
</div><p>Musk went on to predict that &#34;all cars will need to be smart cars&#34; in the future. By &#34;smart car,&#34; Musk means cars that are capable of driving themselves. Essentially, he is saying that autonomous driving is the future of the automotive industry, and if legacy manufacturers such as <strong>Ford</strong> and <strong>General Motors</strong> don't catch up to what Tesla is developing through its full self-driving software, then &#34;licensing becomes not optional.&#34;</p>
<div class="lb-trans"><p>馬斯克接着預測，未來 “所有汽車都需要成為智能汽車”。馬斯克所説的 “智能汽車” 是指能夠自主駕駛的汽車。基本上，他在説自動駕駛是汽車行業的未來，如果像 <strong>福特</strong> 和 <strong>通用汽車</strong> 這樣的傳統制造商不趕上特斯拉通過其全自動駕駛軟件所開發的技術，那麼 “許可將變得不可選擇”。</p>
</div><p>During an interview with Yahoo! Finance, Huang appeared to echo Musk's sentiment that all cars will eventually be leveraging autonomous driving technology. But the real kicker is what Huang said about Tesla, declaring the company is &#34;far ahead&#34; of the competition.</p>
<div class="lb-trans"><p>在接受 Yahoo! Finance 採訪時，黃仁勳似乎呼應了馬斯克的觀點，認為所有汽車最終都會利用自動駕駛技術。但真正的亮點是黃仁勳對特斯拉的評價，稱該公司 “遠遠領先於競爭對手”。</p>
</div><blockquote>
<p>pic.twitter.com/DryiuFJDof</p>
<p>-- Elon Musk (@elonmusk) May 25, 2025</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>pic.twitter.com/DryiuFJDof</p>
<p>-- 埃隆·馬斯克 (@elonmusk) 2025 年 5 月 25 日</p>
</blockquote>
</div><h2>Some on Wall Street seem to agree</h2>
<div class="lb-trans"><h2>華爾街的一些人似乎同意</h2>
</div><p>Two of the biggest Tesla bulls on Wall Street are equity research analyst Dan Ives of Wedbush Securities and Ark Invest CEO Cathie Wood.</p>
<div class="lb-trans"><p>華爾街上最大的兩位特斯拉支持者是 Wedbush Securities 的股票研究分析師丹·艾夫斯和 Ark Invest 的首席執行官凱西·伍德。</p>
</div><p>With Tesla's robotaxi launch reportedly on the horizon, Ives got investors excited when he recently declared the &#34;golden age&#34; of autonomous driving has arrived. Perhaps unsurprisingly, Ives also raised his price target to $500 for Tesla stock, implying nearly 53% upside from the stock's closing price on June 10.</p>
<div class="lb-trans"><p>隨着特斯拉的機器人出租車發佈據説即將到來，艾夫斯最近宣佈 “自動駕駛的黃金時代” 已經到來，這讓投資者感到興奮。或許不出所料，艾夫斯還將特斯拉股票的目標價提高到 500 美元，意味着從 6 月 10 日的收盤價來看，幾乎有 53% 的上漲空間。</p>
</div><p>Considering <strong>Alphabet</strong>'s Waymo already has the lead in robotaxis, combined with existing footprints in the ride-hailing industry from <strong>Uber</strong> and <strong>Lyft</strong>, Tesla would appear to have an uphill battle when it comes to acquiring customers and scaling its own autonomous vehicle fleet.</p>
<div class="lb-trans"><p>考慮到 <strong>字母表</strong> 的 Waymo 已經在機器人出租車領域佔據領先地位，加上 <strong>優步</strong> 和 <strong>Lyft</strong> 在打車行業的現有足跡，特斯拉在獲取客户和擴展自己的自動駕駛汽車車隊方面似乎面臨艱鉅的挑戰。</p>
</div><p>Nevertheless, Wood appears to be even more bullish than Ives. The Ark Invest founder recently doubled down on her optimistic case for Tesla with a five-year share price target of $2,600!</p>
<div class="lb-trans"><p>儘管如此，伍德似乎比艾夫斯更加看好。Ark Invest 的創始人最近對特斯拉的樂觀預期加倍，給出了五年內股價目標為 2600 美元！</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjEwMjgvZ2V0dHlpbWFnZXMtNjk2ODY4MzY2LTMuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F821028%2Fgettyimages-696868366-3.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>圖片來源：Getty Images。</p>
</div><h2>Is Tesla stock a buy right now?</h2>
<div class="lb-trans"><h2>現在特斯拉股票值得購買嗎？</h2>
</div><p>Tesla has long been a stock that exhibits out-of-the-ordinary behavior. What I mean by that is measuring Tesla based on traditional valuation metrics such as price-to-sales (P/S) or price-to-earnings (P/E) has rarely been useful. The reason is because Tesla stock tends to move based on narratives and less so on concrete financials.</p>
<div class="lb-trans"><p>特斯拉長期以來一直是一隻表現異常的股票。我所説的異常是，基於傳統估值指標（如市銷率（P/S）或市盈率（P/E））來衡量特斯拉往往沒有什麼用。原因在於，特斯拉的股票往往是基於敍事而非具體財務數據而波動。</p>
</div><p>Over the last month, shares of Tesla have gained roughly 9% as of June 10. However, within that brief period, the stock had climbed as high as 22% and declined as much as 5%. This is an extreme range of volatility, even for Tesla.</p>
<div class="lb-trans"><p>截至 6 月 10 日，特斯拉的股票在過去一個月內上漲了大約 9%。然而，在這段短暫的時間內，股票曾上漲高達 22%，也曾下跌高達 5%。即使對於特斯拉來説，這也是一個極端的波動範圍。</p>
</div><p>Tesla stock started to tick higher throughout May as Musk announced that he's moving on from his public sector duties at the Department of Government Efficiency (DOGE). Investors were happy to hear this as they assumed Musk would refocus on Tesla, a business that's been stagnant for over a year now.</p>
<div class="lb-trans"><p>隨着馬斯克宣佈他將從政府效率部（DOGE）的公共職務中辭職，特斯拉的股票在 5 月開始逐漸上漲。投資者對此感到高興，因為他們認為馬斯克將重新專注於特斯拉，這是一家在過去一年多時間裏一直停滯不前的公司。</p>
</div><p>On top of that, the expected robotaxi rollout in June likely attracted some investors as well.</p>
<div class="lb-trans"><p>此外，預計在 6 月推出的機器人出租車也可能吸引了一些投資者。</p>
</div><p>But over the last week, Tesla stock took a nosedive at one point due to a very public feud between Musk and President Donald Trump -- specifically regarding disagreements the two have on Trump's new spending bill.</p>
<div class="lb-trans"><p>但在過去一週，特斯拉的股票因馬斯克與總統唐納德·特朗普之間的公開爭執而大幅下跌，特別是兩人對特朗普的新支出法案存在分歧。</p>
</div><p>Just weeks ago, it seemed the upside from the robotaxi launch was already priced into Tesla stock, but now, you could argue this is an opportunity to buy the dip.</p>
<div class="lb-trans"><p>就在幾周前，似乎機器人出租車發佈的利好已經反映在特斯拉的股價中，但現在，你可以説這是一個買入的機會。</p>
</div><p>With this much volatility and so much of it hanging on the robotaxi, I'd wait and see how the launch goes. Long-term scaling of the robotaxi business will require regulatory approvals, making Musk's political feuds all the more relevant.</p>
<div class="lb-trans"><p>在如此大的波動和如此多的不確定性懸掛在機器人出租車之上，我會等着看看發佈的情況。機器人出租車業務的長期擴展將需要監管批准，這使得馬斯克的政治爭執變得更加相關。</p>
</div><p>While it's tempting to scoop up shares of Tesla based on positive talking points from prominent figures such as Huang, Ives, and Wood, there's just too many unknowns surrounding the company right now to make it a prudent buy at these prices.</p>
<div class="lb-trans"><p>雖然根據黃仁勳、艾夫斯和伍德等知名人物的積極言論來購買特斯拉股票是很誘人的，但目前圍繞該公司的未知因素太多，使得在這些價格下購買並不明智。</p>
</div>

Worried About Tesla's Robotaxi? These Two Words From Nvidia CEO Jensen Huang Might Change Your Mind.

- 特斯拉計劃將汽車業務轉型為機器人出租車運營。  
- Nvidia CEO 黃仁勳稱特斯拉在自動駕駛方面 “遠遠領先” 競爭對手。  
- 投資者對特斯拉的機器人出租車前景持樂觀態度，但面臨監管挑戰。  

擔心特斯拉的自動駕駛出租車？英偉達首席執行官黃仁勳的這兩個詞可能會讓你改變看法