11월18일 테슬라 주요 소식 및 일론머스크 발언

안녕하세요.

11월18일자 테슬라 주요소식을 정리했습니다.

 

 

 

“테슬라 로봇에 대한 수요는 '만족할 수 없을 정도로' 증가할 것” — 일론 머스크

$TSLA 🤖 “THERE WILL BE 'INSATIABLE' DEMAND FOR THE TESLA ROBOT” — Elon Musk 💥

Optimus will learn like a child by watching YouTube & teaching itself through self-play” 👼

The most critical capability for Optimus to unlock is the ability to learn new tasks simply by watching… pic.twitter.com/JzILfNW62r

— Ming (@tslaming) November 17, 2025

 

---

 

오늘 기가 텍사스(Giga Texas)의 캐스팅 섹션에 수백 개의 새로운 사이버캡(Cybercab) 캐스팅이 입고되었습니다. 이는 공장 내부에서 생산 및 지원 라인 구축에 상당한 진전이 있다는 좋은 신호일 수 있습니다! 

 

Today there are hundreds of new Cybercab castings at the Casting section of Giga Texas … this could be a good sign that a lot of progress with the production & supporting lines is underway inside the factory! With this many showing up now, perhaps as we will start seeing some… pic.twitter.com/JtJ4jz2IJ4

— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) November 17, 2025

 

---

 

Stifel 은 테슬라의 목표주가를 $508로 상향했음.

Stifel $TSLA analyst Stephen Gengaro on FSD: "You'll see increased adoption as people are exposed to it. I've been behind the wheel of several of these and the different iterations of FSD and it is getting better and better. It's something when people experience it, they will be… pic.twitter.com/ZZ4jqrfQ27

— Sawyer Merritt (@SawyerMerritt) November 18, 2025