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马斯克:特斯拉将以很大优势击败英伟达成为全球市值第一,不靠卖车

Musk: Tesla will surpass NVIDIA by a large margin to become the Global Market Cap leader, without relying on car sales.

mydrivers ·  Jan 25 18:17

On January 25, Kuai Technology reported that Musk recently responded to a post about the ranking of the world's most valuable companies, stating that Tesla is very likely to become the Global Market Cap No.1 by a "large margin."

As of now, NVIDIA ranks first in the world with a Market Cap of $3.49 trillion, followed closely by Apple, which has a Market Cap of $3.37 trillion.

In contrast, Tesla's Market Cap is $1.31 trillion, which shows a significant gap.

Tesla's stock price has increased by 98% over the past 12 months, with most of the increase occurring after the November 2024 Trump election.

Tesla's stock price has risen by 8.7% so far this year. Musk believes that in the long run, Autos will become a secondary driver of his company’s narrative, and he expects that Tesla's Optimus humanoid robot will play a greater role.

Cathie Wood's ARK Invest believes that humanoid robots represent a market opportunity of $24 trillion.

In a 2024 Analyst report from Deutsche Bank, the potential humanoid robot revenue for Tesla was modeled. The report estimates that by 2035, Tesla will earn 10 billion dollars annually from its Optimus robot.

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