<p><strong>特斯拉</strong>（TSLA +1.38%）和埃隆·马斯克正在大力推动扩展到电动汽车（EVs）之外。该公司最近完成了即将推出的 AI5 计算机芯片的流片，这将用于新的项目，如 Optimus 人形机器人。</p>
<p>这条新闻对特斯拉意味着什么，以及它可能如何影响未来几年的股价。</p>
<p>扩展</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="特斯拉股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: TSLA</h2>
<p>特斯拉</p>
<p>今日变动</p>
<p>(1.38%) $5.18</p>
<p>当前价格</p>
<p>$380.30</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.4 万亿</p>
<p>日内区间</p>
<p>$368.60 - $387.81</p>
<p>52 周区间</p>
<p>$288.77 - $498.83</p>
<p>成交量</p>
<p>220 万</p>
<p>平均成交量</p>
<p>5680 万</p>
<p>毛利率</p>
<p>19.07%</p>
<h2>超越车辆的扩展</h2>
<p>流片是指计算机芯片设计被发送给制造商进行生产，基本上是项目的最终蓝图。AI5 芯片已发送给 <strong>三星</strong> 和 <strong>台湾半导体</strong>，预计在接下来的 12 到 18 个月内开始生产。</p>
<p>特斯拉最新的芯片在性能上比上一代提升了 40 倍，其目标是帮助推动马斯克科技公司在类人机器人和 Cybercab 自动驾驶车辆上的两个最新项目。与机器人和自动驾驶汽车领域的其他参与者不同，特斯拉设计了自己的芯片，这应该使其在成本上优于依赖像 <strong>英伟达</strong> 这样昂贵供应商的公司。</p>
<p>从长远来看，特斯拉计划建立自己的半导体制造设施，以进一步垂直整合其机器人和人工智能（AI）愿景。该项目名为 Terrafab，将在德克萨斯州与 <strong>太空探索技术公司</strong>（SpaceX）和 <strong>英特尔</strong> 共同建设。与其自己的芯片设计一样，这种垂直整合的理论是，特斯拉在未来几年扩大类人机器人制造时将获得成本优势。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU2NTIvc3VwZXItY29tcHV0ZXIuanBnJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="3840" height="2400" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU2NTIvc3VwZXItY29tcHV0ZXIuanBnJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2>特斯拉股票的未来</h2>
<p>特斯拉已经在为 AI6 设计， reportedly 由三星制造。如果仅仅从马斯克的愿景来看，今天的股东有很多值得兴奋的地方。谁不想要一个未来，在这个未来中，类人机器人执行琐碎任务，所有人都由自动驾驶的 Cybercab 网络接送？</p>
<p>扩展</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="特斯拉股票报价" width="80" height="80" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4"/></p>
<h2>NASDAQ: TSLA</h2>
<p>特斯拉</p>
<p>今日变动</p>
<p>(1.38%) $5.18</p>
<p>当前价格</p>
<p>$380.30</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$1.4 万亿</p>
<p>日内区间</p>
<p>$368.60 - $387.81</p>
<p>52 周区间</p>
<p>$288.77 - $498.83</p>
<p>成交量</p>
<p>220 万</p>
<p>平均成交量</p>
<p>5680 万</p>
<p>毛利率</p>
<p>19.07%</p>
<p>这个愿景现在离现实还很远。此外，特斯拉的股票已经在很大程度上反映了这一愿景，而这一愿景并不保证会实现。其市值为 1.4 万亿美元，市盈率（P/E）为 348。</p>
<p>特斯拉设计自己的芯片并最终建立自己的芯片工厂是明智的。然而，未来十年还有许多因素需要结合在一起，执行类人机器人愿景应该使投资者在今天 1.4 万亿美元的市值下远离该股票。</p>

特斯拉

1.25 倍做多特斯拉 ETF - GraniteShares

英特尔

<p>特斯拉完成了其 AI5 芯片的流片，这是其从电动车扩展到类人机器人（Optimus）和自动驾驶出租车的重要里程碑。新芯片相比于前几代产品提供了 40 倍的性能提升，旨在通过垂直整合提供成本优势。特斯拉计划最初通过三星和台积电制造这些芯片，未来的长期目标包括在德克萨斯州与 SpaceX 和英特尔共同建设自己的半导体工厂 Terrafab</p>

<p><strong>Tesla</strong>( TSLA +1.38%) and Elon Musk are making a big push to expand beyond electric vehicles ( EVs). The company recently completed a tape-out for its upcoming AI5 computer chip, which will be deployed in new projects such as the Optimus humanoid robot.</p>
<div class="lb-trans"><p><strong>特斯拉</strong>（TSLA +1.38%）和埃隆·马斯克正在大力推动扩展到电动汽车（EVs）之外。该公司最近完成了即将推出的 AI5 计算机芯片的流片，这将用于新的项目，如 Optimus 人形机器人。</p>
</div><p>Here's what the news means for Tesla and how it could impact the stock price in the years ahead.</p>
<div class="lb-trans"><p>这条新闻对特斯拉意味着什么，以及它可能如何影响未来几年的股价。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>扩展</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4" alt="Tesla Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FTSLA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: TSLA</h2>
<div class="lb-trans"><h2>NASDAQ: TSLA</h2>
</div><p>Tesla</p>
<div class="lb-trans"><p>特斯拉</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(1.38%) $5.18</p>
<div class="lb-trans"><p>(1.38%) $5.18</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$380.30</p>
<div class="lb-trans"><p>$380.30</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.4T</p>
<div class="lb-trans"><p>$1.4 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$368.60 - $387.81</p>
<div class="lb-trans"><p>$368.60 - $387.81</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$288.77 - $498.83</p>
<div class="lb-trans"><p>$288.77 - $498.83</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>2.2M</p>
<div class="lb-trans"><p>220 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>56.8M</p>
<div class="lb-trans"><p>5680 万</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>19.07%</p>
<div class="lb-trans"><p>19.07%</p>
</div><h2>Expanding beyond vehicles</h2>
<div class="lb-trans"><h2>超越车辆的扩展</h2>
</div><p>A tape-out is when a computer chip design is sent to manufacturers for fabrication, essentially a final blueprint for the project. The AI5 chip has been sent to <strong>Samsung</strong> and <strong>Taiwan Semiconductor</strong>, with manufacturing planned to ramp over the next 12 to 18 months.</p>
<div class="lb-trans"><p>流片是指计算机芯片设计被发送给制造商进行生产，基本上是项目的最终蓝图。AI5 芯片已发送给 <strong>三星</strong> 和 <strong>台湾半导体</strong>，预计在接下来的 12 到 18 个月内开始生产。</p>
</div><p>Tesla's latest chip boasts a 40x performance boost over the previous generation, and its goal is to help scale the two latest endeavors for the Musk technology company in humanoid robots and the Cybercab self-driving vehicle. Unlike other players in the robotics and self-driving car space, Tesla has designed its own chips, which should give it a cost advantage over those that rely on expensive suppliers like <strong>Nvidia</strong>.</p>
<div class="lb-trans"><p>特斯拉最新的芯片在性能上比上一代提升了 40 倍，其目标是帮助推动马斯克科技公司在类人机器人和 Cybercab 自动驾驶车辆上的两个最新项目。与机器人和自动驾驶汽车领域的其他参与者不同，特斯拉设计了自己的芯片，这应该使其在成本上优于依赖像 <strong>英伟达</strong> 这样昂贵供应商的公司。</p>
</div><p>In the long run, Tesla plans to build its own semiconductor manufacturing facility to further vertically integrate its robotics and artificial intelligence ( AI) vision. The project, called Terrafab, will be built in Texas in conjunction with <strong>Space Exploration Technologies</strong>(SpaceX) and <strong>Intel</strong>. Like with its own chip designs, the theory is that this vertical integration will give Tesla a cost advantage as it scales up humanoid robot manufacturing in the years ahead.</p>
<div class="lb-trans"><p>从长远来看，特斯拉计划建立自己的半导体制造设施，以进一步垂直整合其机器人和人工智能（AI）愿景。该项目名为 Terrafab，将在德克萨斯州与 <strong>太空探索技术公司</strong>（SpaceX）和 <strong>英特尔</strong> 共同建设。与其自己的芯片设计一样，这种垂直整合的理论是，特斯拉在未来几年扩大类人机器人制造时将获得成本优势。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU2NTIvc3VwZXItY29tcHV0ZXIuanBnJnc9Mzg0MA" alt="A finger pressing an advanced computer screen. " original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F875652%2Fsuper-computer.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>The future of Tesla stock</h2>
<div class="lb-trans"><h2>特斯拉股票的未来</h2>
</div><p>Tesla is already working on designs for the AI6, which is reportedly being manufactured by Samsung. If you solely look at Musk's vision, there is a lot for shareholders to be excited about today. Who wouldn't want a future in which humanoid robots perform menial tasks, with everyone driven around by a self-driving Cybercab network?</p>
<div class="lb-trans"><p>特斯拉已经在为 AI6 设计， reportedly 由三星制造。如果仅仅从马斯克的愿景来看，今天的股东有很多值得兴奋的地方。谁不想要一个未来，在这个未来中，类人机器人执行琐碎任务，所有人都由自动驾驶的 Cybercab 网络接送？</p>
</div><p>Expand</p>
<div class="lb-trans"><p>扩展</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL1RTTEEucG5nJnc9MTI4" alt="Tesla Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FTSLA.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: TSLA</h2>
<div class="lb-trans"><h2>NASDAQ: TSLA</h2>
</div><p>Tesla</p>
<div class="lb-trans"><p>特斯拉</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(1.38%) $5.18</p>
<div class="lb-trans"><p>(1.38%) $5.18</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$380.30</p>
<div class="lb-trans"><p>$380.30</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$1.4T</p>
<div class="lb-trans"><p>$1.4 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$368.60 - $387.81</p>
<div class="lb-trans"><p>$368.60 - $387.81</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$288.77 - $498.83</p>
<div class="lb-trans"><p>$288.77 - $498.83</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>2.2M</p>
<div class="lb-trans"><p>220 万</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>56.8M</p>
<div class="lb-trans"><p>5680 万</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>19.07%</p>
<div class="lb-trans"><p>19.07%</p>
</div><p>This vision is far from a reality right now. Plus, Tesla's stock already prices in much of this vision, which isn't guaranteed to come to fruition. Its market cap is $1.4 trillion, with a price-to-earnings ratio (P/E) of 348.</p>
<div class="lb-trans"><p>这个愿景现在离现实还很远。此外，特斯拉的股票已经在很大程度上反映了这一愿景，而这一愿景并不保证会实现。其市值为 1.4 万亿美元，市盈率（P/E）为 348。</p>
</div><p>It is smart for Tesla to design its own chips and eventually build its own chip factories. However, many pieces still need to come together over the next decade, and executing the humanoid robot vision should keep investors away from the stock at today's $1.4 trillion market cap.</p>
<div class="lb-trans"><p>特斯拉设计自己的芯片并最终建立自己的芯片工厂是明智的。然而，未来十年还有许多因素需要结合在一起，执行类人机器人愿景应该使投资者在今天 1.4 万亿美元的市值下远离该股票。</p>
</div>

Tesla Completes Key AI Chip Milestone in Its Push Beyond the Auto Industry

- 特斯拉正在扩展电动汽车以外的领域，推出 AI5 芯片以支持新项目。  
- 芯片生产将委托三星和台积电，预计 18 个月内逐步增产。  
- 公司计划在德克萨斯州建设半导体工厂，提升成本优势。

Motley Fool

INTEL-T

2 倍做空特斯拉 ETF - T-Rex

2 倍做多 TSLA ETF - T-Rex

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

2 倍做多 TSLA ETF - GraniteShares

Simplify Volt TSLA Revolution ETF

2 倍做多特斯拉 ETF - Leverage Shares

南方两倍做多特斯拉

2 倍做多 INTC ETF - GraniteShares

TSLA 周收益 ETF - Roundhill

1 倍做空特斯拉 ETF - Direxion

Direxion Daily INTC Bull 2X ETF

YieldMax INTC Option Income Strategy ETF

Proshares Ultra TSLA

Leverage Shares 2x Cpd Acclrtd TSLAMnETF

2 倍做空特斯拉 ETF - GraniteShares

Yieldmax Tsla Option Income ETF

TSLA 期权收益策略 ETF - GraniteShares

xETFs TSLA Daily Income ETF

TSLA 期权收益策略 ETF - YieldMax

Kurv Yield Premium Strategy Tesla TSLA ETF

XI二南特斯-U

2 倍做多 MAG7 指数 ETF - Roundhill

南方两倍做空特斯拉

特斯拉在其拓展至汽车行业之外的努力中完成了关键的 AI 芯片里程碑