EPISODE · Mar 17, 2026 · 6 MIN
特斯拉要自建芯片厂，这事到底靠不靠谱？| 摩根士丹利
from 左兜进右兜
摩根士丹利 | 2026年3月17日 | Framing Tesla's Semi Manufacturing Ambitions马斯克宣布TeraFab项目本周启动，特斯拉正式踏入半导体制造领域。 Optimus年产一亿台需要两亿颗芯片，是现在的50倍，产能缺口到底有多大？ 350到450亿美元，4到5年建设周期，摩根士丹利怎么评估这件事的可行性？ AI算力军备竞赛蔓延到硬件层，普通投资者该关注什么？我们每期节目的内容，都会在知识星球《左兜进右兜 / 美股研报》中分享。感兴趣的朋友，欢迎加入查阅。本期内容：主播小柒背后的男人右兜如需获得更多及时机构观点，欢迎加入我们的付费知识星球《左兜进右兜｜研报解读》量化模型交易信号，模型交易实时日志，欢迎加入我们的付费Discord社区，微信咨询：Right_pocket090在小宇宙查看该单集文稿
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特斯拉要自建芯片厂，这事到底靠不靠谱？| 摩根士丹利
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