🎁 What the Tigers Say | Tesla’s Roadster Spectacle Meets Q3 Reality: Innovation, Valuation, or Dist

Comments

• 吉3186

  10-19 17:19

  吉3186

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  我认为，特斯拉最大的看点不只是电动车，而是AI、FSD自动驾驶和机器人能否成为未来新的利润来源。

  交付量超预期是好消息，说明市场仍有需求，但同比下降也提醒我们，不能只看单季成绩。

  Roadster很吸引眼球，火箭技术和创新设计能够提升品牌影响力，但真正决定投资价值的，还是量产能力、售价、成本和实际利润。

  中国车企的竞争也不容忽视。 如果竞争对手能以更低成本提供高质量汽车，特斯拉就必须持续提升技术和生产效率。

  我的看法是：长期可以关注特斯拉的AI与自动驾驶潜力，但不能把未来的梦想当成今天已经实现的利润。投资前，我会重点观察汽车业务利润率、自由现金流，以及FSD和机器人的商业化进展。

  好故事可以吸引投资者，持续赚钱的能力才能支撑长期估值。

• Jerry Lam

  10-19 17:24

  Jerry Lam

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  我更认同@Kentzw的观点。Roadster的技术展示确实令人震撼，但我认为特斯拉当前最大的挑战不是证明自己能造出多先进的汽车，而是如何将技术优势转化为持续盈利。

  中国车企正在通过成本控制、智能驾驶和产品迭代速度争夺市场。如果特斯拉继续把大量资源投入Roadster、Optimus和Robotaxi，却无法改善汽车业务毛利率，长期估值就会面临压力。

  不过，我也不认为Roadster只是营销噱头。它可以成为新技术的试验平台，真正的价值在于相关技术未来能否应用到量产车型。

  **改变我判断的关键有三个：①汽车毛利率持续回升；②FSD和Robotaxi实现可验证的规模化商业收入；③Optimus从演示走向有成本优势的实际应用。**

  我依然看好特斯拉的技术潜力，但技术领先不等于商业成功。未来决定TSLA估值的，不是Roadster能飞多高，而是这些创新最终能创造多少自由现金流。🐯

• Shyon

  10-19 18:11

  Shyon

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  As a $Tesla Motors(TSLA)$ bull, I am most interested in the bigger picture beyond quarterly deliveries. The delivery beat is encouraging, but the 2% YoY decline reminds me that Tesla still faces challenges in its core EV business. For me, the real growth opportunity lies in FSD, Robotaxi, Optimus and AI.

  The new Roadster is certainly exciting from an engineering perspective, especially its rocket-inspired technology. However, I see it more as a showcase of Tesla’s innovation than a major revenue driver. I would rather see Tesla turn its ambitious technologies into commercially viable products that can scale.

  I remain bullish on Tesla’s long-term vision, but I also understand the market demands execution, not just promises. Chinese automakers are becoming increasingly competitive, so Tesla cannot afford to stand still. I will continue holding with a long-term perspective while watching for tangible progress in autonomy and robotics.

  @TigerStars @Tiger_comments @TigerClub

• D1ane

  10-19 18:38

  D1ane

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  I agree with @Kentzw’s perspective. The bigger question is whether Tesla is focusing on the right opportunities. The Roadster is exciting, but FSD and robotics could have a much greater impact on long-term earnings if they can be commercialised successfully. With competition from Chinese EV makers increasing, execution matters more than headlines. Tesla has the vision, but now investors need to see results. 🐯
• Lanceljx

  09:17

  Lanceljx
  @JC888’s view matches mine most closely. Tesla’s delivery beat is encouraging, but at its valuation, simply performing well as an EV manufacturer is unlikely to be enough. The bigger question is whether autonomy, AI and robotics can become meaningful and profitable businesses.

  The Roadster is technologically fascinating, and I understand @Shernice軒嬣 2000’s focus on its engineering. However, I also share @Kentzw’s concern about strategic priorities. Chinese EV manufacturers are becoming increasingly competitive on price, technology and product cycles, so Tesla cannot afford to neglect its core automotive business while pursuing futuristic projects.

  What would change my view? Clear evidence that FSD or robotaxis can scale commercially with improving margins and regulatory acceptance. If Tesla can demonstrate that, the Roadster becomes part of a broader technology story rather than merely an impressive engineering showcase.

  For now, I would prioritise execution over spectacle.

• Lanceljx

  09:16

  Lanceljx
  @JC888’s view matches mine most closely. Tesla’s delivery beat is encouraging, but at its valuation, simply performing well as an EV manufacturer is unlikely to be enough. The bigger question is whether autonomy, AI and robotics can become meaningful and profitable businesses.

  The Roadster is technologically fascinating, and I understand @Shernice軒嬣 2000’s focus on its engineering. However, I also share @Kentzw’s concern about strategic priorities. Chinese EV manufacturers are becoming increasingly competitive on price, technology and product cycles, so Tesla cannot afford to neglect its core automotive business while pursuing futuristic projects.

  What would change my view? Clear evidence that FSD or robotaxis can scale commercially with improving margins and regulatory acceptance. If Tesla can demonstrate that, the Roadster becomes part of a broader technology story rather than merely an impressive engineering showcase.

  For now, I would prioritise execution over spectacle.