大家好我是大魚 矽谷這兩天 殺氣騰騰！ 馬斯克火力全開 單挑兩大 前世界首富 他先是嘲諷 貝佐斯砸62億美金 只是 「拙劣的複製」 緊接著對比爾蓋茲 發出了令人 背脊發涼的 「最後通牒」！ 這不僅是私人恩怨 更是特斯拉 即將發動 「史詩級軋空」 的強烈訊號 馬斯克到底 握著什麼底牌 敢如此霸氣 地「勸降」蓋茲？ 大家不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週一收盤是408.92% 全天上漲了 4.57%美元 漲幅是1.13% 成交量是 9948萬股 當很多散戶 還在為了幾塊錢的 漲跌在那邊 糾結心態的時候 華爾街那些 穿著西裝 整天盯著Excel 表格的分析師們 最近好像是 集體開悟了 兩家頂級投行 不約而同地 把Tesla 的目標價 喊到了$500 以上 為什麼？ 不是因為 車賣得更多 而是因為他們 終於親身體驗到了 那個傳說中的東西 我們先來聊聊 TD Cowen 這家投行以前 對Tesla 算是 比較冷靜的 但這次他們的 分析師去了一趟 德州超級工廠 （Giga Texas） 回來之後 整個人的 畫風都變了 他們直接重申了 對Tesla的 BUY rating （買入評級） 並把 ...

Safety Performance - FSD (Supervised) reduces major collision accidents by 7 times compared to the human "overall average" [1] - FSD is 700% safer than the human "overall average" [1] Strategic Implications - Tesla uses the data as a bargaining chip with regulators and insurance companies [1]

你覺得 特斯拉的股價 十年後 會到多少？ 五百？ 一千？ 華爾街傳奇投資人 Ron Baron 剛剛給出了一個 讓所有人 閉嘴的數字 $2500 美元！ 這什麼概念？ 這等於是8.3% 萬億 美元的市值！ Baron 甚至發誓 他這一輩子 都不打算賣掉 一股特斯拉或 SpaceX 的股票 他瘋了嗎？ 他可是馬斯克 真正的朋友 當年投 X 虧掉 70% 都沒跑的那個人 他憑什麼 敢這麼狂？ Baron 說 你們都搞錯了 馬斯克這傢伙 根本就是 「達文西」 他想的是 人類的未來 而且他 不是為了錢 但大家想問 這 8.3% 萬億的 底氣到底在哪？ 光靠賣車 你賣到月球 也達不到啊 Baron 和馬斯克 他們真正賭的 根本就不是車 那會是什麼？. ...

大家好我是大魚 華爾街 傳奇投資人 Ron Baron 公開對著馬斯克說 永遠不離不棄 這句看似溫情的 互捧背後 是Baron一個 讓所有空頭 閉嘴的瘋狂預言 未來十年 Tesla股價 將達到$2 500 美元 市值高達 8.3% 萬億！ 馬斯克在 這場對談中 親手揭開了 這個非人類 估值的驚人劇本 他要同時 顛覆機器人 AGI 和人類文明 的基礎設施 如果你想知道 這趟駛向 8.3% 萬億的 飛船到底在賭什麼 就不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週五收盤是404.35% 全天上漲了 2.36%美元 漲幅是0.59% 成交量是 1.04%億股 第一部分 Musk的真朋友 各位老鐵 什麼叫真朋友？ 用馬斯克 自己的話說 真正的朋友 是在你窮途末路 眾叛親離時 還願意 支持你的人 就在剛剛結束的 Baron投資年會上 他就公開對著 華爾街傳奇投資人 Ron Baron 說 Ron 你就是那個人 這可不是隨便 的商業互捧 就舉一個例子 你就能感受到 Baron對 馬斯克的支持 當年Baron 和馬斯克 一起投資了Twitter/X 他投入了1億美元 其中有基金的 6000萬美元 他個人 ...

Marketing Strategy - Tesla's referral program offers $15 to users who refer friends for FSD test drives [1] - The $15 incentive is framed as a "ground promotion fee" to mobilize millions of Tesla owners as FSD salespersons [1] - The strategy aims to leverage a small incentive (equivalent to two cups of coffee) to generate billions in future AI subscription revenue [1] Product Adoption - Referred friends receive three months of free FSD with the purchase of a Model 3 or Y [1] - The goal is to make users addicted to self-driving technology through the free trial [1]

馬斯克終於 向庫克低頭了？ 各位 出大事了 特斯拉那座 「紫禁城」 可能要 開大門了！ 彭博社爆料 特斯拉正在 「秘密測試」 Apple CarPlay！ 這太瘋狂了 要知道 隔壁通用 (GM) 才剛宣布 要把 CarPlay 踢出去 而特斯拉 這個頭號反對者 現在居然要 「引狼入室」？ 但你先別急著 說馬斯克背叛了 這事兒 跟技術無關 這純粹是 商業上的妥協 特斯拉的 系統很強 沒錯 但對於那些 剛從油車 轉過來的新用戶 沒有CarPlay 他們心裡 就不踏實 他們就 不敢下單！ 所以 這不是認輸 這是一次 精準的「收割」 是為了多賣 幾十萬台車 也是為了股價 只要能讓 股價衝高 別說CarPlay了 我看就算內建 Windows 98 讓用戶玩掃雷 股東們都 不會有意見！. ...

Tesla's Strategic Shifts - Tesla is reportedly testing Apple CarPlay integration, a reversal of its previous stance, potentially to attract new users and increase sales in a competitive market [1] - Tesla's updated referral program offers existing users \$15 in the US or C\$20 in Canada for FSD (Supervised) test drive referrals, aiming to expand FSD adoption and future subscription revenue [1] - Tesla is leveraging its existing customer base to promote FSD, betting on future subscription revenue and software profits through a low-cost AI experience campaign [1] Competitive Landscape - General Motors (GM) plans to remove all China-made parts from its North American vehicles by 2027 to comply with the Inflation Reduction Act (IRA), a move perceived as reactive and potentially disruptive to its supply chain [2] - Ford's CEO Jim Farley has publicly committed to supporting CarPlay, recognizing its popularity among consumers [1] - Blue Origin successfully recovered its "New Glenn" rocket booster on a barge in the Atlantic Ocean, a milestone achieved by SpaceX nine years prior, highlighting the difference in innovation speed and execution efficiency [1] Geopolitical and Supply Chain Strategies - Tesla employs a "Glocalization" strategy, using regional supply chains like CATL in China and Panasonic in North America to mitigate geopolitical risks and maximize IRA subsidies [2] - GM's attempt to rebuild its North American supply chain by 2027 is viewed as a challenging and costly endeavor, potentially leading to higher prices for consumers [2] Future Technologies - Elon Musk believes that brain-machine interfaces like Neuralink could potentially enable the uploading of a "snapshot" of an individual's mind to Optimus robots within approximately 20 years [2]

Insider Trading Activity - Tesla's CEO, Elon Musk, made a substantial open market purchase on September 12, 2023, acquiring 2570000 shares [1] - The purchase price range for Musk's acquisition was between $372 and $396 per share [1] - The total investment made by Musk amounted to nearly $1 billion [1] Market Sentiment - The report suggests that while some investors may be experiencing fear and considering selling their Tesla shares, Musk is taking advantage of the situation by buying more shares [1] - The report dismisses "FUD" (Fear, Uncertainty, and Doubt) and focuses on the insider activity as a more reliable indicator [1] Company Outlook - The report implies that Musk's investment is not solely based on Tesla's electric vehicle business but also on the company's potential in AI and robotics [1] - The CEO's action is presented as a stronger signal than any analyst report regarding the company's future prospects [1]

Market Analysis - High-frequency trading (HFT) algorithms, representing over 70% of trading activity, are driving market fluctuations, not human investors [1] - Algorithmic trading models react to keywords like "Tesla," "Recall," and "Fire," triggering sell-offs [1] - These automated sell signals initiate programmed selling and trigger retail stop-loss orders, leading to liquidity cascades [1] Investment Implications - Tesla's stock experienced a 7% drop due to algorithmic trading, not solely investor sentiment [1] - The decline is part of a broader "indiscriminate attack" on high-growth stocks [1] - Retail investors are being "washed out" of the market by automated trading systems [1]

Market Analysis & Stock Performance - Tesla's stock experienced a 6.64% decrease, closing at $401.99 [1] - The stock price dipped below $400, a psychological threshold not seen since September 2025 [1] - A high-growth stock rotation, rather than company-specific issues, contributed to the stock's decline [1] Product & Operational Challenges - Tesla recalled approximately 500 Powerwall 2 units in the US due to overheating risks stemming from a third-party battery cell defect [1] - Two key project managers, responsible for Cybertruck/Model 3 and Model Y respectively, left Tesla [1] China Market Dynamics - Tesla's retail sales in China fell to a three-year low in October, with 26,006 vehicles sold, a 35.8% year-over-year decrease [1] - Model Y sales in China were surpassed by a competitor, Xiaomi's YU7, in October [1] - Giga Shanghai's export volume surged by 84% to 35,491 vehicles in October, a two-year high [1] Strategic Moves & Future Outlook - Elon Musk purchased approximately 2.57 million shares of Tesla stock, worth nearly $1 billion, at prices ranging from $372.37 to $396.54 [2] - Tesla is shifting its strategic focus towards AI and robotics [1] - Elon Musk will attend the Baron Investment Conference to discuss the future vision of space exploration, AI, and transformative technologies [2]