Elias Chen 评论了股票 · 08/19 10:40

Tesla早盘盘中复盘图表解析式

$特斯拉 (TSLA.US)$

Wall Street一些机构虽然认可无人驾驶FSD具有非凡潜力,但仍然不持有Tesla股票。因为Tesla在2024财年的市盈率高达90倍,2024财年和2025财年的盈利预期持续下滑。

但是，考虑到无人驾驶FSD即将在接下来的6-12个月内成为现实的情况，Wall Street的很多机构还是不敢贸然看跌卖空Tesla。

Musk在第一季度财报电话会议上提到Nokia翻盖手机与Apple和Samsung智能手机的类比,即将重演在Tesla智能汽车上,这些汽车不仅能自己驾驶,还能预测驾驶员的需求,像iPhone一样改变生活。

无人驾驶FSD将成为巨大的需求驱动因素, 促成与其它汽车制造商的授权交易,并提高FSD的采纳率。

一旦Tesla完全解决自主驾驶问题,并且Optimus全面投入生产,任何看跌卖空Tesla股票的人都会被彻底打败。

Musk表示未来不具备FSD的汽车将会彻底被市场淘汰,犹如此前的Nokia和iPhone手机。一开始很多人认为老款Nokia 和iPhone手机可以共存,但事实并没有, 普通汽车和FSD汽车也将会是如此。

Musk仅仅成立一年的XAI发布的Grok 2就在众多指标上超越了开发超过6年的GPT4,Tesla未来FSD的授权可能还将包括Grok给与Tesla汽车与人类司机的交互体验。

神的忍耐

加里·威尔克森

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在启示录中，耶稣说：“我知道你的行为：你不冷也不热。我宁愿你或冷或热！” （启示录 3:15，ESV）。有些译本说：“我宁愿你热或冷，但不要不冷不热。”“我宁愿”这个短语就是反对你的人和支持你的人之间的区别。

如果有人要对我生活中的事情说“我宁愿”，我希望这个人是耶稣。当耶稣说“我宁愿你为上帝而燃烧”时，你可以确信，他正在发起一场全面的运动，为你动用天堂的所有可用资源，将你的冷淡变成火焰，让你回到他身边。

耶稣继续说：“因为你不冷不热，也不冷也不热，所以我会……”（启示录 3：16）。我喜欢耶稣说“我会”，因为他本可以说“我已经做了”。

对于那些不冷不热的人来说，这是个好消息，因为他正在计划如何将他们带回上帝之火中。这是好事，因为尽管耶稣厌恶口中的那种味道，但他的爱是伟大的。上帝羔羊的平息愤怒的爱已经倾注在我们身上，即使我们远未达到他对我们的期望，他也没有把我们吐出来。

早期教父称此为神的忍耐。什么是忍耐？这是神对我们的耐心和包容，即使我们冷淡无情。他不喜欢你的冷淡，但他爱你。当你顺服耶稣基督时，他的恩典、计划和力量都可以重新俘获你的心。

耶稣也对不冷不热的人说：“看哪，我站在门外叩门。若有听见我声音就开门的，我要进到他那里去，我与他，他与我，一同坐席。”（启示录 3：20）耶稣慈爱而耐心地敲我们的心门，呼唤我们与他建立关系。

DAILY DEVOTIONAL – August 19, 2024

The Forbearance of God

By Gary Wilkerson

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In Revelation, Jesus said, “I know your works: you are neither cold nor hot. Would that you were either cold or hot!” (Revelation 3:15, ESV). Some translations say, “I would rather you be hot or cold but not lukewarm.” That little phrase “I would rather” is the difference between someone who is against you and someone who is for you.

If anyone is going to say “I would rather” about things in my life, I want it to be Jesus. When Jesus says, “I would rather you be on fire for God,” you can be assured that he is launching an all-out campaign, pulling out all available resources of heaven on your behalf to turn your lukewarmness to fire to bring you back to him.

Jesus continued by saying, “So, because you are lukewarm, and neither hot nor cold, I will…” (Revelations 3:16). I love that Jesus said, “I will” because he could have said, “I have.”

It is good news for lukewarm people that he is planning ways to bring them back into the fire of God. It is good because even though Jesus despises that taste in his mouth, his love is grand. The wrath-quenching love of the Lamb of God has been so poured out upon us that even when we are far from what he desires us to be, he hasn’t spit us out.

The early church fathers called this the forbearance of God. What is forbearance? It is God’s patience and bearing with us even in our lukewarmness. He doesn’t love your lukewarmness, but he loves you. His grace, plans, and power are all available right now to recapture your heart as you respond in obedience to Jesus Christ.

Jesus also said to the lukewarm, “Behold, I stand at the door and knock. If anyone hears my voice and opens the door, I will come in to him and eat with him, and he with me” (Revelation 3:20). Jesus is lovingly and patiently knocking on the door of our hearts, calling us to a relationship with him.