大家好我是大魚 你以為買了股票 就有話語權？ 太天真了 真正的生殺大權 其實掌握在 華爾街少數 「影子政府」手中 但川普準 備掀桌子了！ 據傳白宮正研擬 祭出「鏡像投票」 這招核彈級 的殺手鐧 準備直接閹割 貝萊德與ISS的 投票獨裁 瓦解令馬斯克 深惡痛絕的 ESG霸權 這不僅是 權力的重新分配 更是對資本市場 規則的徹底顛覆 這場大戰 將如何開打？ 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 投票權大戰 我們今天來聊個 真正權力遊戲 的話題 你以為你 買了特斯拉 蘋果的股票 你就是股東 你就有發言權？ 哈哈 太天真了 在檯面下 真正控制這些 大公司決策的 是幾個你可能 連名字都沒聽過的 「影子政府」 但現在 白宮 或者說川普政府 似乎準備 要掀桌子了 根據《華爾街日報》 的獨家報導 川普政府正在 草擬一份 行政命令 目標是誰？ 就是那些 「股權代理顧問公司」 比如 ISS (Institutional Shareholder Services) 和 Glass Lewis 還有更猛的 就是那幾家 指數基金巨頭 貝萊德 (BlackRock) Vanguard和 State Street ...

Technology & Automotive Industry Analysis - HW4's FSD performance is significantly better than HW3 due to end-to-end AI models fully utilizing hardware capabilities [1] - Tesla's HW3 might be running older code with rules, while HW4 uses neural networks for a superior experience [1] - The author emphasizes the smooth experience is based on a new HW4 car [1] Potential Risks for Consumers - Owners of older Tesla models with HW3 may feel left behind as hardware limitations become apparent [1] - Despite promises from Musk, the expert suggests HW3 may not keep up with HW4 [1] - Hardware determines the upper limit, potentially making older Teslas obsolete [1]

Autonomous Driving Technology Advancement - Former Tesla AI director (Karpathy) tested FSD and found it to be nearly flawless [1] - FSD successfully navigated complex scenarios like narrow encounters, construction zones, and obstructed stop signs [1] - Karpathy described the FSD experience as akin to riding a maglev train, highlighting its smooth and intuitive operation [1] - The system's performance suggests a shift towards "Software 2.0," indicating advanced AI-driven decision-making [1] Industry Implications - The positive review from a critical expert suggests significant progress in autonomous driving technology [1] - The advancements in FSD could reduce skepticism surrounding the feasibility and timeline of fully autonomous vehicles [1] - Tesla's FSD capabilities are portrayed as a "magic" that sets the company apart in the autonomous driving space [1]

FSD (Full Self-Driving) Technology - Karpathy, former Tesla AI director, experienced near-perfect FSD V13 performance on HW4 Model X, highlighting significant improvements in handling complex scenarios [1][2][3] - Tesla is using "Software 2.0," an end-to-end AI model, which relies heavily on HW4 hardware and high-resolution cameras, potentially offering a superior FSD experience compared to HW3 [3] - Tesla has started FSD testing in South Korea [1] Market & Sales Performance - Tesla Model Y and Model 3 remain the world's best-selling EVs, but face increasing competition from BYD's diverse model lineup [4] - Model Y achieved sales of 140,904 units in September, while Model 3 sold 67,374 units [4] - BYD's top 9 models collectively outsold Tesla's Model Y and 3 in September, with approximately 286,000 units compared to Tesla's 208,278 units [4] Industry & Competitive Landscape - Ford CEO acknowledged being "shocked" by Tesla's engineering efficiency, particularly noting that Ford's electric Mustang Mach-E has 1.6 kilometers more wiring than Tesla's Model 3 [4] - JD Power data indicates that 24.2% of US active car shoppers are "very likely" to consider an EV, the highest point of the year [4] - Approximately 60% of potential buyers are "somewhat likely" to switch to EVs in the next 12 months [4] Tesla's Strategy - Tesla is opening its Supercharger network to non-Tesla EVs, integrating it with Google Maps, and aiming to set industry standards [4] - Tesla's Supercharger director is working to integrate real-time wait time predictions and dynamic route planning into Google Maps, features already available on Tesla's own navigation system since 2017 [4]

馬斯克要怎麼 從13.6%的 特斯拉股權 魔術般地拿到 25%的控制權？ 華爾街的劇本 已經寫好了 第一步 成立一家 $2萬億的 超級母公司 就叫「X控股」吧 第二步 左手倒右手 你看特斯拉 市值$1.4%萬億 SpaceX估值 $4000億 xAI估值$2000億 加一起 新公司總共 是$2萬億 好 重點來了 馬斯克自己 掏了多少 資產進來？ 算一下 他在特斯拉的 股份值$1900億； SpaceX的 股份值$1680億； xAI的股份 值$1180億 所以他總共 貢獻了$4760億 兄弟們 最關鍵的來了！ $4760億 除以 $2萬億 的總市值 等於多少？ 23.8%！ 看到了嗎！ 這個數字 是不是精準地 打在他想要的 25%的靶心上？ 所以這不是 什麼協同 這是一場 精心設計的 資本魔術！. ...

Control Motivation - The core motivation behind potential mergers and AI initiatives is Elon Musk's desire to regain absolute control over AI and robotics divisions [1] - Musk aims to secure 25% voting rights in Tesla to maintain control, otherwise, he is willing to develop AI products outside of Tesla [1] Company Valuation and Ownership - SpaceX is valued at $400 billion, where Musk holds 79% of the voting rights [1] - xAI is valued at $200 billion, and Musk has absolute control [1] - Tesla, with a market value of $14 trillion, sees Musk holding only 136% of the shares, positioning him as a "major shareholder" rather than having absolute control [1]

大家好我是大鱼 所有人都在high 马斯克 大一统帝国 但先别聊 $2 万亿的 协同效应了 这场大合并 正卡在一个 法律死局上 这场官司不解决 「三合一」就是梦话 这才是看懂 整盘棋的关键 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 439.62% 全天下跌了 5.61% 美元 跌幅是1.26% 成交量是 5942万股 今天咱们 就聊一件事 马斯克的 大一统帝国 这几天 X上面很热闹 先是马斯克 自己发推说 他旗下那几家公司 Tesla SpaceX和xAI 正惊人地趋向 融合 (trending towards convergence) 然后华尔街 也跟着high 摩根史坦利的 Adam Jonas 就是那个 最有名的 特斯拉分析师 抛出一个新词叫 马斯克经济体 「Muskonomy」 再加上一群 铁粉也在喊 什么我们要爬上 卡尔达肖夫指数 必须整合所有资源！ 连Tesla 股东 TeslaBoomerMama 都在X 上急着 要找证券法律师 推动Tesla投资 SpaceX 和xAI 气氛烘到这了 好像一个 $2 万亿的 无敌舰队 X 控股集团 就要诞生了 先暂停一下 ...

Chip Design Philosophy - Tesla's senior engineer emphasized that designing chips for robots is 100 times more difficult than designing for data centers [1] - Nvidia's H100 chip is likened to being in a "hot tub," suitable for controlled environments, while Tesla requires chips for "battlefield" conditions [1] - The industry average Annual Failure Rate (AFR) for H100 chips is 9% [1] Application and Reliability - Data centers can use hot-swapping to replace failed chips, but robots require chips that can withstand outdoor conditions and cannot fail [1] - Tesla needs chips that can operate reliably in harsh environments, unlike the H100 which is designed for data centers [1] Strategic Implications - Tesla is developing its own chips because Nvidia's products are not suitable for its robotics applications [1] - Tesla's chip development is considered a "deadly weapon" by Musk [1]

特斯拉十月 在中國只賣了 2萬6千台！ 暴跌 63%！ 一堆媒體 high 翻了 說特斯拉 「三年最慘」 要玩完了 被 BYD小米 按在地上摩擦！ 你如果真信了 那你就是 被媒體耍了 這根本是 個障眼法 你知道上海工廠 十月「出口」 了多少嗎？ 3萬5千多台！ 比上個月 猛增 84%！ 這叫季度魔術 馬斯克的 標準流程 每季第一個月 產能就是 先給出口 因為海運 要時間啊 所以 兩萬六的銷量 根本在意料之中 但是你以為 特斯拉就真的 沒事了嗎？ 那也有點 天真了 真正的警訊 藏在另一個 數字裡 拉開全年 的數據 (YTD) 今年一到十月 特斯拉在中國 總共交付了 45萬8千輛 這數字比 去年同期 下滑了 8.4%！ 看懂了嘛？ 這才是重點！ 這是特斯拉 進中國以來 第一次 YTD 銷量 明顯下滑！ 所以 別再盯著 那個兩萬六了 那都是煙霧彈 真正的風暴是 中國市場的競爭 已經刺刀見紅 特斯拉今年還能 殺出重圍嗎？. ...

Market Performance & Sales - Tesla China's October retail sales were 26,006 units, a 63.6% decrease compared to September and a 35.8% year-over-year decrease [1] - Tesla Shanghai Superfactory exported 35,491 vehicles in October, an 84% increase compared to the previous month [1] - Tesla's year-to-date (YTD) deliveries in China totaled 458,710 vehicles, an 8.4% decrease compared to the same period last year [1] - Tesla launched a new Model Y Long Range RWD version with a CLTC range of 821 kilometers, priced from RMB 288,500 [1] - Tesla's September sales in India were 64 units, and October sales were only 40 units due to high import tariffs [1] Strategic Initiatives & Technology - Tesla's AI strategy relies on xAI as an accelerator, with recursive loops between the two companies in data, software, hardware, and manufacturing [1] - Tesla is developing its own chips for robots due to the high failure rate (9% AFR average for H100) and unique requirements of robotics compared to data centers [1] Personnel Changes - Cybertruck Program Manager Siddhant Awasthi and Model Y Vehicle Program Manager Emmanuel Lamacchia both left Tesla [1]