06/05/2025, 02:41 PM UTC
特斯拉的估值即将崩盘？Tesla's Imminent Valuation Crash?
1、特斯拉的FSD技术仍停留在L2级自动驾驶，无法满足需L4级（地理围栏车队）或L5级（完全无人驾驶）的机器人出租车服务要求；2、实现L5级自动驾驶（特斯拉机器人出租车战略的核心）目前因技术和监管障碍不可行；3、特斯拉1.1万亿美元的估值面临重大风险，因其机器人出租车战略被认为不切实际且与当前自动驾驶能力脱节。1. Tesla's Full Self-Driving (FSD) technology remains at Level 2 autonomy, insufficient for robotaxi services requiring Level 4 (geofenced fleets) or Level 5 (fully autonomous); 2. Achieving Level 5 autonomy, critical for Tesla's robotaxi vision, is currently unfeasible due to technical and regulatory challenges; 3. Tesla's $1.1 trillion valuation faces significant risk as its robotaxi strategy is deemed unrealistic and misaligned with current autonomous driving capabilities.---
本文由大语言模型（LLM）生成，旨在为读者提供半导体新闻内容的知识扩展（Beta）。
