如果Tesla的机器人到2035年能占到自动乘车市场的一半,那么到2035年可以赚取250B美元,但成功与否取决于不确定因素和大规模投资。
Tesla’s Robotaxi could earn $250B by 2035 if it captures half the autonomous ride-hailing market, but success depends on uncertain factors and massive investments.
沃尔夫特(Wolfe)研究分析家(Mobotaxi)计划Tesla的机器人到2035年可以创造2 500亿美元的收入,假设Tesla以每英里1美元的价格模式在自动乘车市场占有30%的一半份额,并有可能增加2.75万亿美元的股本价值。
A Wolfe Research analyst projects Tesla’s Robotaxi could generate $250 billion in revenue by 2035, assuming Tesla captures half of a 30% share in the autonomous ride-hailing market with a $1-per-mile pricing model, potentially adding $2.75 trillion in equity value.
预测取决于各种不确定因素,如广泛采用、监管批准和技术可扩展性,所有这些都需要大规模持续投资,从而可能给特斯拉的利润带来压力。
The forecast depends on uncertain factors like widespread adoption, regulatory approval, and technology scalability, all requiring massive ongoing investments that could pressure Tesla’s profitability.
尽管具有长期潜力,但该公司尚未产生机器人收入,在其核心EV业务中面临挑战,其目前的高估值可能已经反映了乐观的预期。
Despite the long-term potential, the company has not yet generated Robotaxi revenue, faces challenges in its core EV business, and its current high valuation may already reflect optimistic expectations.