英文Gary Black发布 2026/05/07 18:01· 入库 2026/5/13 23:28:52· Gary Black (@garyblack00)
特斯拉多头坚称只有特斯拉能实现无人驾驶，但多家公司将在未来12-18个月推出服务
原标题：While $TSLA bulls continue to insist that only $TSLA can scale unsupervised auto…
精华摘要
Gary Black指出，尽管特斯拉多头坚持只有特斯拉能规模化无人驾驶，但证据显示，未来12-18个月内，包括谷歌、百度、小马智行、Waymo、Zoox、英伟达和优步在内的多家公司将推出无人驾驶出租车服务，这一领域正变得拥挤且竞争激烈。欧洲首个商业机器人出租车服务已在克罗地亚启动。
Black认为，特斯拉虽然也会参与其中，但并非唯一玩家。随着投资者意识到这一点，特斯拉2026年216倍的市盈率将面临质疑。这表明无人驾驶出租车市场的竞争格局正在形成，特斯拉的估值溢价可能难以维持，投资者需关注其他玩家的进展及其对特斯拉市场份额和利润的潜在影响。
原文摘要
While $TSLA bulls continue to insist that only $TSLA can scale unsupervised autonomous vehicles, the evidence is clear that several players will offer unsupervised autonomous ride hailing over the next 12-18 months, joining $GOOG, $BIDU, $PONY, $WRD, $ZOOX, $NVDA, and $UBER in what is becoming a very crowded and competitive space. For years I have argued TSLA will be there but so will a handful of others. As this becomes clear to investors, TSLA’s 2026 P/E of 216x becomes increasingly questionable. [QT @AFP]: 🇭🇷 🚕 Europe's first commercial robotaxi service rolls out in Croatia A Croatian