大家好我是大鱼 想像一下 Tesla Optimus 量产后 能在家里 煮饭遛狗 甚至能到医院 精准手术 马斯克预言 它将缓解 贫穷与犯罪 这听似科幻 却基于 真实AI进展 但竞争对手如 Figure AI和 XPeng Iron 都虎视眈眈 市场预测到 2035年达 380亿美元 Tesla真能 独占鳌头？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 万亿机器人战场 大家来想像一下 未来的机器人 他能到你的家里 帮你煮饭洗衣 还能遛狗 甚至做个手术 比专业医生 还精准？ 马斯克说Optimus 能消灭 贫穷和犯罪 这听起来都像科幻 但时间到了 2025 年底 Optimus的量产 离我们越来越近了 现在的问题是 竞争对手 虎视眈眈 Tesla 真能 独领风骚吗？ 先说说 Optimus的进展吧 从2021 年 AI Day 亮相 到现在Gen 2已经 在Fremont工厂 的试产线上运转 从近期不断 放出的影片中 我们看到了 更多进展 Optimus 走路速度 快了30% 体重减轻 10 公斤 手指还有 触觉感测 能精准抓握东西 最新演示里 它甚至能够小跑 从2023 年 的僵硬步态 到 ...

Market Expansion - Tesla insurance has entered Florida, now covering 13 states and over 46% of the US population [1] - Florida's high insurance premiums due to frequent accidents and hurricanes create a favorable market entry for Tesla [1] Regulatory and Technological Updates - Initial regulatory hurdles in Florida, particularly concerning Safety Score's front collision warnings, have been overcome [1] - Tesla's Safety Score has been upgraded to version 2.2%, eliminating false alarms and improving speed judgment [1] Pricing and Incentives - New car owners can now use vehicle data for insurance pricing, with safe driving potentially leading to lower premiums [1] - Aggressive driving can increase insurance premiums by up to 50% [1] - Future FSD (Full Self-Driving) mileage may qualify for a 10% discount on insurance [1] Strategic Implications - The insurance program is seen as a step towards paving the way for Robotaxi services [1]

Market Sentiment & Analyst Opinions - Some prominent investors, like Gary Black, sold Tesla shares at $358 due to high valuation (P/E ratio of 188), with a price target of $310, but the stock price subsequently increased [1] - Another investor, Fred Lambert, sold Tesla shares at $230 due to disagreements with Musk, missing out on substantial gains as the stock price doubled [1] - The report suggests that some investors may be swayed by short-term fluctuations and emotions, potentially missing long-term growth opportunities with Tesla [1] Tesla's Potential & Investment Strategy - The report emphasizes that investing in Tesla is a long-term bet on future developments like Full Self-Driving (FSD), Robotaxi, and Optimus, rather than focusing on short-term vehicle delivery numbers [1] - The core belief is that these future technologies will fundamentally reshape Tesla's business and justify its valuation [1] Risks & Challenges - The report acknowledges potential short-term challenges for Tesla, including declining deliveries, increased competition, and high valuation, which could lead to stock price volatility [1]

Tesla Insurance - Tesla Insurance is expanding into Florida, marking its first new state in over three years, now covering over 46% of the US population across 13 states [1] - The Safety Score system, which impacts insurance premiums based on driving behavior, has been updated to version 22% to address concerns about sensitivity and false alerts [1] - Tesla is introducing a dispute mechanism in its app, allowing drivers to challenge Safety Score deductions with dashcam footage [1] - In Arizona and Texas, Tesla offers FSD (Full Self-Driving) discounts on insurance premiums based on the mileage driven using the supervised version of FSD, with potential future expansion to Florida [1] - Tesla Insurance aims to leverage driving data to offer competitive rates and potentially become a significant profit source as autonomous driving technology advances [1] Stock Market & Financial Analysis - Tesla's stock closed at $46726 on Wednesday, down 462%, with a trading volume of 104% million shares [1] - Gary Black, a long-time Tesla bull, sold his remaining TSLA shares at $358 in late May, citing concerns about Tesla's valuation being disconnected from its fundamentals [1] - Fred Lambert sold all his Tesla shares around $230 in September 2024 due to disagreements with Elon Musk's political views [1] - Concerns exist regarding Tesla's high P/E ratio of 188 and potential delivery declines in 2025, with some analysts suggesting a target price of $310 [1] Battery Recycling - JB Straubel's Redwood Materials has launched Battery Bin, a recycling bin for old electronics and batteries, aiming to recover valuable materials like lithium, nickel, and cobalt [2] - Redwood Materials achieves over 95% recovery rate of materials from old batteries, supplying cathode and anode materials to manufacturers like Panasonic and Toyota [2] - Redwood Materials aims to reach 500 GWh of material production by 2030, enough for 5 million EVs [2] Elon Musk's Statements - Elon Musk expressed strong opposition to gender-affirming care for minors, comparing those who permanently castrate children to Josef Mengele [2]

Regulatory Changes & Market Impact - The EU has relaxed its zero-emission target from 100% to 90%, allowing internal combustion engine (ICE) hybrid vehicles to continue sales [1] - This policy shift, influenced by lobbying from German and Italian manufacturers like VW, BMW, and Mercedes, provides them with more time to adapt [1] - The industry views this compromise as potentially beneficial for Tesla, as it extends the lifespan of competitors' ICE vehicles while Tesla maintains its lead in battery technology and Full Self-Driving (FSD) capabilities [1] Competitive Advantage & Market Share - Tesla's established scale advantages in battery technology and FSD are expected to widen as traditional car manufacturers struggle to compete [1] - The industry anticipates that Tesla's market share will continue to increase as competitors face prolonged challenges [1] - The report suggests that the longer traditional car companies take to transition, the more advantageous it becomes for Tesla [1]

一個老將 投Tesla 4億美元 現在直接 變80億 翻了整整20倍！ 這人就是 Ron Baron 最近接受訪問 把musk捧上天 他說 當年一看 Tesla需求爆表 就知道這是 世紀大機會 更猛的是 他爆料SpaceX 很可能在 明年夏天IPO 他猜就是 6月28日 Elon生日那天！ 估值？ 媒體預測 直衝1.5%萬 億美元！ Baron還說 年輕人瘋狂想進 馬斯克的公司 Elon開會超狠 關大家幾小時 一個個深挖問題 但員工超愛 這種強度 就想跟他 一起幹大事！ 這不只是投 車子或火箭 而是投一種 敢衝敢賭的文化 Ron Baron 砸100億進 SpaceX 現在等著收割 你覺得 SpaceX IPO 會不會讓 更多人暴富？ 留言告訴我！. ...

大家好我是大鱼 Tesla市值 飙升至1.6% 万亿 美元 股价不断 刷新纪录 这波涨势 让投资人重新 审视这个电动车 帝国的潜力 资深投资人 Ron Baron分享 他早期注资 Tesla已实现 20倍收益 如今他预测 SpaceX明年中 可能上市 市值或达1.5%万亿 更吸睛的是 机构分析显示 Tesla无人驾驶 出租车队伍将于 2035年膨胀 至百万辆 这背后 隐藏着Elon Musk 如何化挑战 为胜利的关键 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘是489.88% 全天上涨了 14.57%美元 涨幅是3.07% 成交量是 1.04%亿股 Tesla股价今天 直接冲上新高！ 市值突破1.6%万亿美元 这波又让 空头傻眼了吧？ Tesla从去年低点 一路杀回来 谁还敢说 这家公司不行？ 这波涨势 背后又有老将 Ron Baron 跳出来讲话 听了真过瘾 他最近接受访问 把Elon和他的 公司捧得 像个传奇 事实摆在这里 Ron Baron 2014到2016年 投4亿美元 进Tesla 现在变80亿美元 翻20倍！ SpaceX从 2017年开始投 现在他们已经 砸了 ...

出大事了！ Ford純電 F-150 Lightning 直接停產了！ 本月就 結束生產 以後再也 沒有純電版 下代Lightning 變EREV 加個汽油 發電機 續航衝到 700英里 為啥？ 需求慘淡 成本爆表 還有充電痛點 讓Ford終於 撐不住了 這三年EV部門 燒掉超過 130億美元 這次還要認列 19.5%億美元 的特別費用 CEO Jim Farley 親口說 大尺寸純電車 永遠賺不到錢 所以轉混動 和EREV！ F-150 Lightning 當年喊出 15萬輛銷售 高峰才 不到4萬輛 現實太殘酷 Ford這一退 Cybertruck 能直接衝到 銷量榜首嗎？ 兄弟們 你心疼Ford嗎？ 還是覺得 Tesla又贏了？ 快說說吧！. ...

你敢信嗎？ 那個外型 像科幻戰車的 Cybertruck 竟然剛剛 成為史上 最安全的皮卡！ IIHS剛公布 Cybertruck 拿下最高榮譽 Top Safety Pick+ 直接登頂 大型皮卡 的安全榜首 壓過Toyota Tundra Rivian R1T Ford F-150 和Ram 1500 這些車型 全都甘拜下風 這次測試超嚴格 加了後座 兒童保護 門檻從 acceptable 拉到good 結果？ 只有少數車過關 Cybertruck 不只通過 還綜合分數 達到最高！ 加上NHTSA 五星滿分 目前唯一一台 同時擁有 這兩大王冠 的電動皮卡 以前多少人酸 说這車 太銳利太硬 撞起來肯定危險 現在數據打臉 撞擊吸收 後座保護 翻車風險 全都是最低！ 這波操作 直接讓對手 捏把冷汗 Cybertruck 證明了 電動皮卡 也能把安全 玩到極致. ...

大家好我是大鱼 Ford刚刚宣布 纯电F-150 Lightning 正式停产 转向混动路线 他们在烧掉 巨额资金后 终于承认大尺寸 纯电皮卡难以盈利 与此同时 Cybertruck 不仅坚持纯电 还以顶尖安全 表现和稳定销售 悄然成为美国 电动皮卡市场 的唯一王者 这背后 到底藏着 什么转变？ 传统车厂集体退缩 Tesla却越战越勇 我们来聊聊 这场电动皮卡 战局的最新剧变 大家不要错过 今天的精彩内容 OK let's go 第一部分 Cybertruck 成最安全 大型皮卡 大家听说了没？ Cybertruck 刚刚在IIHS 拿下最高荣誉 顶级安全之选+ Top Safety Pick + 直接成为目前 最安全的电动皮卡 这次IIHS 的测试标准 更严格了 尤其是后座 的保护部分 Cybertruck 不只通过 还拿到了 最高的奖项 直接登顶 大型皮卡 安全榜首 压过Toyota Tundra Rivian R1T Ford F-150 跟Ram 1500 IIHS 这机构 可是出了 名的严格 他们加了后座 儿童假人测试 还把Top Safety Pick+ 的门槛从 「acceptable」 拉到「 ...