近日，知名投资人段永平在社交平台上罕见改口，公开表示对特斯拉自动驾驶技术的认可。此前，段永平曾多次质疑特斯拉的估值过高，并对其自动驾驶功能持保留态度。然而，在亲自体验了特斯拉最新的FSD（全自动驾驶）系统后，他坦言其表现远超预期，甚至称‘比想象中好太多’。段永平指出，特斯拉的自动驾驶并非完美无缺，但在实际道路场景中的应对能力、学习速度和系统稳定性方面已取得显著进步。他认为，这背后离不开特斯拉在数据积累、算法迭代和垂直整合方面的独特优势。作为长期价值投资者，段永平强调，技术的真实落地能力和用户反馈才是判断一家公司长期价值的关键。此次表态被市场广泛解读为对特斯拉技术路线的重要背书。尽管自动驾驶仍面临法规与安全挑战，但段永平的态度转变反映出行业对智能驾驶成熟度认知的演进。这也可能影响更多投资者重新评估特斯拉在AI与汽车融合领域的战略地位。
Recently, renowned investor Duan Yongping made a rare reversal on social media, publicly praising Tesla’s autonomous driving technology. Previously, Duan had repeatedly questioned Tesla’s lofty valuation and expressed skepticism about its Autopilot and Full Self-Driving (FSD) capabilities. However, after personally experiencing Tesla’s latest FSD system, he admitted it performed far better than expected, even stating it was “much better than I imagined.”Duan noted that while Tesla’s autonomous driving is not flawless, it has made significant progress in real-world road scenarios—particularly in responsiveness, learning speed, and system stability. He attributed this advancement to Tesla’s unique strengths in data accumulation, algorithmic iteration, and vertical integration. As a long-term value investor, Duan emphasized that real-world implementation and user feedback are key indicators of a company’s sustainable value.His comments have been widely interpreted by the market as a strong endorsement of Tesla’s technological approach. Although regulatory and safety challenges remain for autonomous driving, Duan’s shift in stance reflects an evolving industry understanding of the maturity of intelligent driving systems—and may prompt more investors to reassess Tesla’s strategic position at the intersection of AI and automotive innovation.
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