大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉Q2财报出炉 2. 财报电话会议详解 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是332.56% 全天上涨了0.45%美元 涨幅是0.14% 美国三大股指 纳指上涨0.55% 道指上涨1.16% 标普上涨0.81% 第一部分 特斯拉Q2财报出炉 Tesla刚刚发布 2025年第二季财报 数据上有高有低 但亮点也不少 让我们一起来拆解 这份财报 看看数据背后的 风险和机遇 先来看最重要的数字： 每股收益（EPS） Tesla的非一般 公认会计准则（GAAP） EPS达到0.40%美元 略高于市场 预期的0.39%美元 虽然只是高了一点点 但这表示Tesla 在盈利能力上还是 稳稳地给了 投资者一颗定心丸 这个数字也显示出 Tesla在成本控制上 仍具有不错的优势 总营收方面 Tesla录得225亿美元 略低于市场预期的 227亿美元 而且比去年的 同期下降了12% 这是Tesla自2012年以来 首次出现营收的年减 原因主要是 汽车销量下滑 和价格战的影响 汽车收入下降了16% 每辆车的平均收入 也降 ...

Stock Market & Financial Performance - Tesla's stock closed at $332.11, up 1.10% [2] - GM's Q2 2025 profits are projected to shrink by 35%, from $2.9 billion to $1.9 billion, due to 25% tariffs on imported vehicles and parts [2] - Tariffs are expected to cost GM $4 billion to $5 billion annually [2] - Stellantis reported a $2.7 billion loss in the first half of the year due to tariffs [2] Impact of Tariffs - GM faces significant losses due to tariffs on imported parts, while Tesla is less affected because its cars sold in the US are manufactured domestically [2] - Tesla still imports 20-30% of its parts, leading to increased costs [2] - Goldman Sachs reports that import car prices may increase by $5,000 to $15,000 due to tariffs [2] Tesla's Q2 2025 Earnings Call Key Investor Concerns - Robotaxi performance and expansion plans, including regulatory hurdles and consumer acceptance [2] - Technical and regulatory obstacles for unsupervised Full Self-Driving (FSD) [2] - Optimus current tasks and production timeline, aiming for thousands of robots in factories by the end of 2025 and external sales starting in 2026 [2] - Plans for cheaper Tesla models based on existing platforms to stimulate demand, especially in markets like India [2][3] - Timing of unsupervised FSD availability for customer vehicles and potential hardware upgrades for HW3 owners [2] Tesla Production and Sales - In Spain, the Model 3 RWD is available for €25,000 with government subsidies and Tesla incentives [3] - Honda and Acura EV owners can now use Tesla's Supercharger network with an adapter [3] - Lucid Motors Air models will also be able to use the Tesla Supercharger network with a dedicated adapter from July 31, achieving up to 50 kW charging speeds [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉中国 第三季销量飙升 2. Tesla Diner盛大开幕 3.FSD重大更新 要在三季度登场 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 特斯拉中国 第三季销量飙升！ 最新数据显示 在刚过去的一周 也就是第三季度的第三周 特斯拉在中国卖了 9900辆车！ 这是个不错的数字 咱们来看看背后的故事 第二季度 特斯拉在中国的表现 不够理想 总销量只有128803辆 比去年同期下降了11.7% 这让不少投资者 捏了把冷汗 但现在 第三季度刚开跑 特斯拉好像找到感觉 开始加速了！ 根据最新的 保险登记数据 截至7月20日这一周 特斯拉在中国 卖了9900辆车 累计前三周 达到27200辆 对比第二季度 同期的15800辆 多了将近12000辆 给第三季度带来了 一个梦幻开局！ 跟第一季度比 第三季度也领先不少 但第一季度有点特殊 因为当时Model Y 正在改款 加上又是中国的冬季 和农历新年 整体市场本来就偏冷 所以第二季度是 更公平的比较基准 而特斯拉现在的表现 真的让人眼前一亮 回顾过去的五个季度 只有2024年的 第 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. 特斯拉禁令解除 直销革命来了！ 3.Robotaxi App更新 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周一收盘是328.49%美元 全天下跌了1.16% 美元 跌幅是0.35% 美国三大股指 纳指上涨0.36% 道指下跌0.03% 标普上涨0.15% 先来看华尔街日报 最新的一篇报导 主要分析AI引发 科技七雄的分化！ 过去两年 这科技七雄可是 美股的顶梁柱 几乎是一起涨一起跌 但现在 情况正在发生微妙变化 先来个快速科普 科技七雄指的是 苹果（Apple） 微软（Microsoft） 亚马逊（Amazon） Alphabet（Google的母公司） Meta（Facebook的母公司） NVIDIA（英伟达） 以及特斯拉（Tesla） 这七家公司可不是 普通的科技公司 它们合计占标普500指数 大约35%的市值 简直是股市的 超级英雄联盟 过去两年 它们的表现几乎 决定了美股的走向 2023年更是狂涨75.71% 远超标普500的 24.23% 但现在 华尔街日报指出 这群超级英雄的 ...

Robotaxi Development & Competition - Tesla's Robotaxi service initially launched in Austin with limited access, expanding from 20 to 42 square miles, surpassing Waymo's 37 square miles at the time [2] - Waymo retaliated by increasing its service area from 37 to 90 square miles, exceeding Tesla's coverage [2] - Tesla is reportedly testing Robotaxi vehicles in Marble Falls, potentially doubling its service area beyond Waymo's 90 square miles [2] - Tesla's Robotaxi service now offers direct pick-up and drop-off at specified locations, enhancing user experience [2] - Tesla plans to expand Robotaxi to more cities nationwide by year-end, focusing on Arizona and California [2] - Tesla's FSD system is set to receive significant improvements from Austin Robotaxi trials, potentially launching in the Bay Area within 1-2 months pending regulatory approval [2] Tesla Diner & Lifestyle Integration - Tesla's Hollywood diner opened, featuring a classic American menu with Cybertruck-themed packaging and Optimus robots serving popcorn [2] - The diner includes a unique restroom design with an Earth-view ceiling and neon lighting, enhancing the overall experience [2] - Tesla diner aims to transform charging stations into lifestyle experience centers, integrating dining, entertainment, and robotic services [2] Electric Vehicle Industry & Challenges - The Electric Viking, a YouTube channel covering electric vehicles, experienced a 50% drop in viewership due to organized cyberattacks involving high bounce rates [3] - The attacks are suspected to be orchestrated by traditional automakers, possibly Toyota or Nissan, due to criticism of their slow transition to electric vehicles [3] - Toyota has reportedly spent millions lobbying against electric vehicle policies in the US, advocating for hybrid and hydrogen fuel cell vehicles [3] - Another YouTube channel criticizing traditional automakers allegedly accepted €50,000 to shut down, raising concerns about industry sensitivity to criticism [3] Future Technology & Robotics - Neuralink's advancements may enable full control and sensory operation of Optimus robots, allowing users to remotely inhabit and control them [3]

內容簡介： 🔹【投資市場大震撼】2025年6月，中國稀土磁鐵出口暴增660%，卻只達正常供應量一半！🌍 中國悄悄發放稀土配額，卻以國家安全為由封鎖數據，電動車產業正面臨什麼危機？⚡ 深入剖析稀土市場的控制與影響，帶你看清全球供應鏈的暗潮洶湧！📊 🔹【Tesla股價真相】Tesla股價飆至329.65美元，市盈率高達181.44，真被高估了嗎？🚗 單看市盈率遠不夠！我們用DCF模型預測2035年，Tesla汽車、Robotaxi到Optimus機器人，估值可能達238萬億美元！💰 想知道這背後的投資邏輯？快來一探究竟！📈 🔹【川普vs馬斯克】川普揚言終止SpaceX數十億美元合約，背後恩怨何來？📰 從馬斯克批評川普經濟政策到SpaceX的NASA關鍵角色，這場風波如何影響美國太空霸權？🚀 馬斯克更意外表態，力挺川普喊冤假新聞！真相到底如何？🔍 🔹【不容錯過的財經科技熱點】我是大魚，帶你掌握投資與科技的最新動態！🔔 點讚、訂閱、留言，和我一起探索財經與未來的無限可能！💡 你的支持是我最大的動力！🙌 #特斯拉 #馬斯克 #Musk #美金 #Tesla #電動車 #Cybertruck #fsd #大魚聊電動 #稀 ...

Electric Vehicle Market Trends - Tesla faces a lawsuit due to delayed insurance claims, highlighting operational challenges in its insurance business [1] - Mercedes-Benz is temporarily halting production of its EQ series electric vehicles in the US starting September 2025 due to a 52% sales decline and design criticisms [1] - BMW partners with Momenta to develop advanced driver-assistance systems (ADAS) for the Chinese market, to be implemented in the 2025 Neue Klasse electric vehicle series [1] - Elon Musk views cryptocurrency as a tool against central control, potentially impacting the automotive and technology sectors [1] Company Strategies & Partnerships - Mercedes-Benz is re-evaluating its electric vehicle strategy, potentially shifting focus towards hybrid vehicles [1] - BMW aims to compete with Tesla's FSD (Full Self-Driving) through its collaboration with Momenta, focusing on autonomous driving features tailored for Chinese roads [1] Promotional Offers - JOWUA offers a 5% discount (95折) on various accessories using the code BIGFISH95, including screen storage docks, car headrests, CCS2 mobile chargers, electric scooters, and tire inflator kits [1]

Financial Performance & Market Expectations - Tesla's stock closed at $32965 on Friday, up $1024, a 321% increase [1] - The market anticipates Tesla's Q2 earnings per share to be $030, a 29% decrease from last year's $042, with revenue expected to be $228 billion, an 11% decrease from last year's $255 billion [1] - Automotive gross margin is expected to stabilize at 1644%, slightly higher than Q1's 163% [1] - Tesla produced 410244 electric vehicles and delivered 384122 in Q2 2025, a 14% decrease year-over-year but a 14% increase from Q1 [1] AI & Technology Development - Grok AI, developed by xAI, is being deployed to Tesla vehicles via the 202526 software update, offering voice interaction [1] - Tesla plans to launch Dojo 2 chips, with a performance increase of ten times, expected to be in mass production in the second half of 2025 [1] - Tesla plans to produce 10000 Optimus humanoid robots in 2025 and increase to 50000 in 2026, for dangerous, repetitive, or monotonous tasks [1] - Cybercab is expected to begin limited production in Q2 2026, adopting unbox manufacturing strategy and wireless charging technology [1] Operational Initiatives - Tesla Diner is in the testing phase and features 80 V4 Supercharger charging piles, each with a maximum charging power of 325kW [2] - Tesla Diner is integrated into the Tesla App, offering convenient, contactless ordering via the app and in-car screen [2] - Tesla is offering over ten incentives in the US in Q3, including a $7500 leasing discount and a $1000 discount for US heroes, valid until September 30 [2] Market Risks & Analyst Perspectives - UBS maintains a $215 target price for Tesla, while Cantor Fitzgerald maintains a $355 target price, reflecting differing views on Tesla's valuation and AI potential [1] - Analysts predict Tesla's stock price may reach $300 to $450 by the end of 2025 and potentially climb above $500 in 2026, depending on the execution of AI plans [1]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 人形机器人 电池谁最强？ 2. 特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 人形机器人电池谁最强？ 最近两家机器人公司 都发布了机器人电池 方面的最新进展 我们介绍这两个 新闻的同时 也把他们的机器人电池技术 和Tesla的Optimus 做一下比较 先说Figure AI Figure最近推出了 F.03人形机器人 的第三代电池 这可不是一个小升级 而是全面的技术飞跃！ 根据Figure官方网站 与LinkedIn的 最新消息 这款电池 有以下几个亮点 首先是成本降低78% 电池这个关键部件的 成本大幅降低 意味着未来人形机器人的 价格可能更亲民 第二是能量密度 提升了94% 电池容量达到 2.3%千瓦时 让F.03成为目前 最紧凑的人形机器人之一 同时新电池支持 2kW快速充电 搭配主动冷却系统 5小时内即可充满电 足以应付高强度工作 而且电池外壳 采用压铸钢 铝合金与结构胶合剂 能承受1米高度 摔落混凝土地面 毫发无伤 内部具有多层安全架构 包含反传播 与火焰抑制系统 使用热绝缘密封剂 与 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 美国政策的重要调整 2. Robotaxi战火升级！ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周四收盘是319.41% 全天下跌了2.26%美元 跌幅是0.7% 美国三大股指 纳指上涨0.78% 道指上涨0.56% 标普上涨0.57% 美国政策方面的 几个消息 根据彭博社的报导 美国商务部在 7月17日宣布 从即日起对中国进口的 石墨实施93.5%的 反倾销关税 这是因为他们认为 中国的石墨产品 受到不公平补贴 低价倾销到美国市场 损害了本土产业的利益 加上现有税率 总关税率将 高达160%！ 这对中国的 石墨出口商来说 简直是晴天霹雳 石墨在电动车电池中 可是个重要角色 尤其是阳极材料 几乎离不开它 阳极材料需要至少 90%的碳纯度 美国从中国进口的 阳极石墨 占据美国市场的很大份额 全球来看中国也是 石墨市场的霸主 供应了全球大部分需求 特别是在电动车 电池领域 对美国进口商来说 石墨的进口成本 将大幅上升 直接推高 电池的生产成本 电动车的价格 可能会因此上涨 最终这笔钱还是会 转嫁到消费者身上 当然对中 ...