During this stage, valuations and stock prices may experience a pullback, or they may stagnate and consolidate, and eventually evolve into value stocks.
So what stage are robots at now?
At present, there is a consensus gradually forming in the capital market that the commercialization progress of Tesla robots is roughly equal to the commercialization progress of the humanoid robot industry.
Not only because Tesla's robot research and development is at the new zealand mobile number list forefront of the industry, but also because most of the resources used in mass production of electric vehicles can be reused in robots. Tesla's super factory, complete industrial chain supporting facilities, funds on the account, and even sales network are all difficult for competitors to achieve.
I believe everyone still remembers that four years ago, Tesla’s Shanghai factory was completed, breaking through the production capacity bottleneck, and Tesla ushered in the Davis doubleclick moment in performance and stock price. Compared with four years ago, Tesla's situation is undoubtedly more optimistic now. It is no longer as desperate as it was back then, but has more complete technology, resources and capabilities.