中文翻译
@sebiisb 看看埃隆·马斯克在财报电话会议(Transcripts)中的沟通风格对比。他非常具有前瞻性和远见。他聚焦于增长领域（如人形机器人）的经济影响，而非 $TSLA 财报中的薄弱环节。Sivers 的会议记录则感觉像律师式的披露，只是被动地为其类似 Allspace 的合同机会管道使用情况进行辩护。
· 个股论点
对比马斯克与Sivers沟通风格，看好TSLA增长叙事。
涉及标的： $TSLA
相关概念： 机器人产业链
英文原文
@sebiisb Look at the contrast of how Elon Musk communicates in his transcripts. Very forward looking and visionary. And focuses around economic implications of GROWTH areas (eg. humanoids), not weak parts of $TSLA earnings. Sivers transcripts felt like lawyer like disclosures and just going on the defensive defending opportunity pipelines usage with their allspace type contracts.