company

TeslaTesla TSLA

Country国家 United States美国

Systems系统 Work工作 · Integration集成 · Muscle肌肉 · Brain大脑

Bottlenecks瓶颈 P11 Generalisable VLA policies可泛化的 VLA 策略 · P13 Dexterous manipulation灵巧操作 · P14 Actuators, reducers, encoders执行器、减速器与编码器 · P17 Integration, uptime, service集成、在线率与服务 · P18 Vertical workflow ROI垂直工作流 ROI

Market cap市值 Live, via TradingView.实时数据，来自 TradingView。

The Optimus humanoid and the robotaxi/autonomy stack.

Optimus 人形，以及 robotaxi 与自动驾驶技术栈。

What it doesThe Optimus humanoid and the robotaxi/autonomy stack.

在干什么Optimus 人形，以及 robotaxi 与自动驾驶技术栈。

Name sheetTesla

Why it mattersThe only public entity that could reuse perception, manufacturing, actuation and fleet data all at once. If the full-stack reuse hypothesis holds, it is the largest beneficiary.

为何重要唯一可能同时复用感知、制造、执行器与车队数据的上市主体；若全栈复用的假设成立，它是最大受益者。

Caveat

Q2 2026 disclosed the first Optimus line but zero robotics revenue; group operating margin 1.4% and free cash flow −$1.09bn. Treat it as an unvalidated option, not as current earnings.

风险提示

2026 年 Q2 披露首条 Optimus 产线，但机器人收入为零；集团经营利润率 1.4%，自由现金流 −10.9 亿美元。应视为未经验证的期权，而非当期盈利。

ProductOptimus humanoid and robotaxi/autonomy stack

Value accrualPotential reuse of perception, manufacturing, actuation, and fleet data

Key riskQ2 2026 disclosed first Optimus line installation but no robotics revenue; group operating margin 1.4% and FCF -$1.09bn. Treat Optimus as an unvalidated option, not current earnings.

Class: public
Country: US
HQ: Austin, United States
Layer: Humanoid / Autonomous vehicles
Systems: work · body · muscle · brain
Caveat stance: avoid
Ticker: TSLA
Exchange: Nasdaq
Purity: Very low / current robotics option
Valuation tier: 1
Last verified: 2026-08-12
Confidence note: High facts / Low option value
Sources: S-PUB-011
Translated fields: what_it_does_en · why_it_matters_en · caveat_en
Chain position: midstream

COMPANY RESEARCH公司研究 Commercial evidence商业证据 Expand +展开 + Collapse −收起 −

Commercial evidence shows how far a company has moved from a product claim to repeatable customer value. We look for a defined customer task, paid deployment, operating results, the human help required, and economics that can support repeat use. Missing information stays unassessed; it does not count as evidence against the company.商业证据用于判断一家公司从产品宣称走到了可重复客户价值的哪一步。我们关注明确的客户任务、付费部署、运行结果、所需人工协助，以及能否支持重复采用的经济性。缺失信息保持未评估，不会被当作对公司的负面证据。 Each item below applies only to the cited document and period. It should be read with its evidence class, review date, and stated limits.以下每项内容仅适用于所引文件与期间，阅读时应同时考虑证据类别、核查日期与已说明的局限。

Customer and task
客户与任务: Not yet assessed in this structured record.本结构化记录尚未评估。
Deployment and payment
部署与付款: Not yet assessed in this structured record.本结构化记录尚未评估。
Task results and human assistance
任务结果与人工协助: Not yet assessed in this structured record.本结构化记录尚未评估。
Cost and repeat purchases
成本与复购: Not yet assessed in this structured record.本结构化记录尚未评估。
What the evidence cannot establish
证据的局限: Not yet assessed in this structured record.本结构化记录尚未评估。

How to evaluate commercial evidence如何评估商业证据