Gary Black Explains Why He Doesn't Factor In Robotaxi Or Optimus To Tesla Valuation: Investors May Not Like Analytical Approach, But That's How 'Investment World Works'
Gary Black Explains Why He Doesn't Factor In Robotaxi Or Optimus To Tesla Valuation: Investors May Not Like Analytical Approach, But That's How 'Investment World Works'
Gary Black解釋爲什麼他不將Robotaxi或Optimus考慮在特斯拉估值中：投資者可能不喜歡這種分析方法，但這就是 '投資世界的運作方式'。
Tesla Inc. (NASDAQ:TSLA) continues to face significant headwinds in its automotive business, with concerns mounting over sustained margin pressure and underperformance against broader tech indices, according to an analysis from The Future Fund LLC.
特斯拉公司（納斯達克：TSLA）在其汽車業務中仍然面臨着重大阻力，人們擔心持續的利潤壓力以及在更廣泛的科技指數面前的表現不佳，根據The Future Fund LLC的分析。
What Happened: Gary Black, managing partner at The Future Fund, emphasizes his firm's analytical approach to valuation, notably excluding potential revenue from robotaxis and Optimus until competitive dynamics and economics become clearer.
發生了什麼：The Future Fund的管理合夥人Gary Black強調了他公司對估值的分析方法，特別是在競爭力動態和經濟狀況變得更清晰之前，明確排除了來自機器人出租車和Optimus的潛在營業收入。
Black, highlighted Tesla's recent underperformance, noting a 24% decline against the Nasdaq 100's 32% gain over three years. However, Future Fund maintains a long position in Tesla, citing robust global EV adoption trends...
Black指出了特斯拉最近的表現不佳，指出在過去三年中納斯達克1...
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