$特斯拉.US 按照现在 99 美金每月的定价,FSD 对 Tesla 的利润贡献有限。哪怕 600 万辆中有 300 万辆每月贡献 99 美金,一年 36 亿美金的收入甚至都算作利润对 PE 的帮助都是有限的。但是 Robotaxi 是真的有可能每天每辆车赚 100 美金的,这个优先级下,Tesla 的市值故事就靠 Robotaxi 了。

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