Tesla's Labor Dispute in Sweden - Swedish trade union IF Metall is targeting a small paint shop (Allround Lack) with 20 employees in Gothenburg, demanding they halt all Tesla-related services, impacting the shop's revenue by approximately 30% [1] - The union's "sympathy strike" tactics, including involving other unions like the Painters' Union, have primarily hurt local Swedish businesses rather than Tesla [1] - Despite the labor disputes, Model Y sales in Sweden remain strong, highlighting the product's strength [1] Tesla's Technology and Product Development - Tesla is preparing to remove the "Beta" label from its Autosteer feature, indicating its confidence in the technology's maturity [2] - A new dynamic monitoring system with "white eye" and "red eye" icons will indicate the vehicle's confidence level in different road conditions [2] - Tesla is implementing "geofencing" for the European market, potentially disabling FSD (Full Self-Driving) features near national borders based on regulatory approvals [2] - Tesla has opened a massive Supercharger station in California with 164 charging stalls, powered by a 11 MW solar array and 39 MWh Megapack energy storage system [2] - Software update 2025443 allows users to exclude their home location from the "Cabin Overheat Protection" feature [2] Electric Vehicle Market and Competition - Rivian's CEO, RJ Scaringe, believes the removal of the $7,500 electric vehicle tax credit by the Trump administration could benefit Rivian by causing less committed competitors to withdraw from the EV market [2] - Scaringe warns that traditional automakers reducing EV plans due to the subsidy removal risk falling behind in the long term, especially with the rise of Chinese EV manufacturers [2]

特斯拉 車主居然把 政府機關的 電話給打爆了 逼得官員 出來「求饒」？ 這場面 你絕對沒見過！ 事情是這樣的 為了加速FSD 在歐洲的審批 特斯拉官方 號召大家去給 荷蘭監管機構 RDW「表達感謝」 結果這幫熱情的粉絲 直接把RDW的 客服系統 給衝垮了！ 官員們崩潰到 發聲明求救 謝謝大家 我們在工作了 求求你們 別再打電話了！ 這就是典型的 矽谷速度 撞上了歐洲 的公務員 雖然場面很滑稽 但這波 「電話轟炸」 還真炸出了 一個大消息 RDW終於鬆口了 FSD 在歐洲的 審批死線 鎖定在 2026 年 2 月！ 這意味著什麼？ 意味著那道阻擋 FSD 全球化的 一道重要的鐵門 馬上就要 被撞開了！ 如果是你 你會為了 催更 FSD 去給 政府打電話嗎？ 留言區告訴我吧！. ...

你以為馬斯克 挖隧道 是在搞笑？ 錯！ 這可能是他 手裡最被低估的 一張「王牌」！ 就在剛剛 老馬拋出了 一個物理學概念 直接把所有 嘲笑他的人 都給整閉嘴了 這叫 「阻抗匹配」！ 聽不懂？ 我給你翻譯一下 你看我們住的樓 幾十層高 是 3D的立體世界 但我們的馬路呢？ 只有一層 這是 2D 的平面 用 2D 的路 去接 3D 的人流 就像拿一根 喝飲料的吸管 去接消防栓的水 那不炸才怪！ 這就是為什麼 你天天堵車！ 馬斯克的解法 太瘋狂了 既然樓往天上蓋 那路就得 往地下挖！ 樓有多高 地下隧道 就要有多深！ 重點來了 傳統挖地鐵 一英里要燒掉 5 億美金 甚至是 30 億 但馬斯克的 Boring Company 放話了 他們要把成本 幹到 300 萬美金！ 這不是打折 這是把傳統 基建行業 直接「打骨折」！ 當 Robotaxi 加上這個地下 3D 交通網 朋友們 這才叫真正的 「降維打擊」！. ...

大家好我是大鱼 场面失控了！ Tesla 官方 一声令下 让车主去「感谢」 荷兰监管机构 结果直接把 对方客服打爆 逼得官方紧急求饶 拜托别再打了！ 这不只是闹剧 更是矽谷激进派 与欧洲官僚的 正面对决 与此同时 FSD已悄悄 拿下韩国 Robotaxi 更杀进了 波士顿的冰天雪地 从瘫痪政府信箱 到65 亿英里的 数据碾压 FSD这场 全球攻势 到底有多疯狂？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 FSD全球 攻城略地 各位 场面有点尴尬了 就在这两天 Tesla 官方号召 欧洲车主去 「感谢」荷兰监管 机构RDW 希望能加速 FSD的审批 结果RDW 昨天紧急 发声明求饶 谢谢大家 但拜托别再 打电话了！ 我们客服 已经瘫痪了！ 这绝对是今年 FSD面对的 最荒谬的场面 或者说是马斯克 的一步高招？ 但你以为Tesla 只是在欧洲 跟官僚打架吗？ 错了 当欧洲人还在 处理信箱的时候 Tesla 已经 悄悄拿下了 亚洲的一个 关键据点 甚至把Robotaxi 丢进了 冰天雪地里 今天我们就来 盘点一下 Tesla 这几天 在全球的疯狂布局 首先我们先把 目光放在这场 闹剧的中心 荷 ...

Industry Perspective on Technological Advancement - The electric vehicle industry views traditional automakers' five-year pilot program discussions as outdated in the rapidly evolving AI landscape [1] - The industry perceives traditional automakers' approach to FSD as a simple plug-and-play solution, failing to grasp the complexity of future AI [1] - The industry believes traditional automakers are attempting to regulate future AI with outdated rules [1] Competitive Dynamics and Market Disruption - The electric vehicle sector suggests traditional automakers risk extinction due to their inability to adapt to changing environments [1] - The electric vehicle sector implies that traditional automakers are unwilling to accept assistance in adapting to the changing environment [1]

這句話我建議 所有還在看空 Tesla 的人聽三遍 處於風險中的 不是 Tesla 而是除了Tesla 以外的所有人！ 這不是我說的 這是華爾街 頂級分析師 剛剛拋出的 歷史性警告！ Melius Research 最新報告指出 我們正在經歷 現代工業史上 最大的一次 「價值轉移」 數千億美元將從 傳統產業 流向 Tesla 覺得誇張？ 看看老牌投行 Stifel剛剛丟出 的震撼彈 直接把目標價 拉高到 508 美元！ 但最驚人的 還不是數字 而是他們的算法 在這 508 塊裡 賣車賺的錢 只佔了134 塊 剩下的大頭 也就是超過 70% 的價值 全部來自 FSD 和 Robotaxi！ 聽懂了嗎？ 在華爾街眼裡 Tesla根本不是 一家賣車的公司 而是一個掌握了 「智駕霸權」 的 AI 巨獸 如果你現在 還盯著下個 季度的銷量看 那你可能連 這場財富遊戲的 入場券都拿不到！ 這是一個 不可逆轉 的臨界點 如果你 已經在車上了 請抓好扶手 接下來的加速 可能會讓 很多人暈車 甚至被甩下車！. ...

大家好我是大鱼 马斯克用两只 恐龙Emoji 给传统车厂 判了死刑 最讽刺的不是 他们拒绝了FSD 而是他们竟妄想 用五年后的计画 来对接每周 都在进化的AI 这哪里是造车？ 根本是在考古！ 这其实更是 老马的一记 「免责声明」 当未来Robotaxi 血洗市场 这就是他 仁至义尽的铁证 面对这场 注定的灭顶之灾 传统车厂 还有救吗？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是417.78% 全天上涨了 26.69%美元 涨幅是6.82% 成交量是 9625万股 梅利厄斯研究 Melius Research 的分析师 罗布· 韦特海默Rob Wertheimer 刚刚发布了 一份报告 他没有跟你纠结 下个季度的销量 而是直接抛出了 一个历史性的判断 报告认为 Tesla 的自动驾驶 优势正在接近一个 『不可逆转的临界点』 而这将引发 现代工业史上最大的 价值转移之一 这话说得有多重？ 他接着补了一刀 这句话我建议 所有还在看空 Tesla 的人听三遍 他说我们的观点 不是Tesla 处于风险之中 而是除了Tesla 以外的所有人 都在危险之中 Wertheimer说 未来五 ...

Cost Analysis of Tesla Semi - The initial purchase price of $400 thousand for a Tesla Semi is perceived as expensive, comparable to the cost of two diesel trucks [1] - Over a million miles, the electric cost savings of a Tesla Semi compared to diesel trucks can reach $200 thousand [1] - Reduced maintenance costs, such as no need for oil changes or transmission repairs, contribute to overall savings [1] Future Prospects with FSD - The potential implementation of Full Self-Driving (FSD) technology could eliminate the need for drivers, saving $100 thousand annually in labor costs [1] - Autonomous operation enables 24/7 cargo transportation, potentially justifying the initial investment [1] Market Impact - The Tesla Semi represents a disruptive force against traditional industry leaders [1]

Market Analysis & Valuation - The report challenges traditional financial metrics, suggesting Tesla's high P/E ratio (100x+) is not a bubble but a "political most favored nation treatment" [1] - The analysis introduces the concept of "Elon premium," implying a market re-evaluation of Tesla beyond conventional financial analysis [1] - The report contrasts Tesla's P/E ratio with Nvidia's (30x), questioning the conventional valuation methods [1] Future Projections - The model predicts Tesla's stock price to reach $600 within 12 months and $1,000 within 24 months [1] - The analysis suggests that as long as the Robotaxi narrative continues, Tesla's high valuation multiple will remain stable [1] Investment Strategy - The report advises investors to view current pullbacks as potential buying opportunities rather than exit signals [1] - The report encourages investors to hold their positions to potentially benefit from a tenfold increase [1]

Tesla Valuation and Market Perception - An analyst with a physics background and M&A experience at Goldman Sachs predicts Tesla's stock will reach $600 within 12 months and $1,000 within 24 months, based on a 3,000-line Excel model [1] - The analysis suggests Tesla has a unique trading range, with a median forward PE of 184x after Trump's election and Musk's rise, indicating an "Elon premium" [1] - The report advises against adjusting the multiple, as it is market-driven, and suggests that the political environment and Robotaxi narrative support this high valuation [1] Q4 Earnings and Future Catalysts - The model anticipates a potential 25% quarter-over-quarter demand decrease in the US market for Q4 due to changing electric vehicle tax credit policies [1] - The analysis highlights strong search interest in China for Tesla and Xiaomi electric vehicles, with Model Y generating nearly $4 billion in revenue and Xiaomi SU7 following with $19 billion in the past three months [1] - The report forecasts Q4 EPS to reach $053, exceeding the Wall Street consensus of $044, driven by a purchase surge due to expiring tax incentives and Tesla's 5-year 0% interest policy in China [1] - The core catalyst for future stock price growth is anticipated to be the qualitative change in FSD, specifically the "Nap Feature," which will drive utility and consumer adoption [1] Tesla Semi Analysis - The analysis estimates the 500-mile range Tesla Semi's actual price to be around $340,000 in 2026, after factoring in the $40,000 commercial clean vehicle tax credit [2] - The report suggests Tesla may have already secured agreements with major clients like PepsiCo and Ryder before the potential elimination of electric vehicle subsidies [2] - Windrose, a Chinese-backed startup, is identified as a potential competitor with its R700 truck offering a 418-mile range at $250,000 [2] Total Cost of Ownership and Future Potential - The analysis estimates Tesla Semi can save $200,000 in energy costs over 1 million miles compared to diesel trucks, with electricity costs of $340,000 versus diesel fuel costs of $543,000 [2] - Maintenance costs for Tesla Semi are estimated at $7,500 per year, saving $90,000 over the vehicle's lifecycle compared to diesel trucks with $15,000 annual maintenance costs [2] - The potential for FSD to eliminate driver costs of $70,000-$100,000 per year is highlighted as a game-changer for the trucking industry [2]