AI & Future Tech - Elon Musk believes AI should maximize total neural transmission and optimize for humanity's long-term future, not just short-term profits [2] - Musk advocates for private companies over public ones for long-term projects like space colonization due to the pressures of quarterly reports in the stock market [2] - Musk envisions AI helping solve global issues like declining birth rates and facilitating space exploration [2] Energy Revolution in Australia - UGL and Neoen have installed 1,000 Tesla Megapacks (3,500 MWh total energy storage capacity) in five projects in Australia, equivalent to the daily output of a medium-sized thermal power plant [2] - The goal is to double the number of Megapacks to 2,000, making Australia one of the largest battery storage markets globally with 7,000 MWh of storage capacity [2] - Megapacks store excess renewable energy (solar and wind) and release it during peak demand or grid instability, ensuring grid stability [2] Automotive Industry - Hyundai plans to upgrade its entire vehicle lineup to a 48V system by 2029, challenging Tesla's lead in this area [3] - Hyundai's 48V system will also be used in Boston Dynamics robots, aiming for component sharing and cost efficiency [3] - Volvo has suspended sales of some car models in the US due to tariffs on European and Chinese-made vehicles, focusing on high-profit SUV models and planning to produce XC60 in the US by 2026 to avoid tariffs [3] - Lucid Motors will release Hands-Free Drive Assist and Hands-Free Lane Change Assist via OTA update for Lucid Air owners in July 30, 2025 [3]

Market Trends & Stock Performance - Tesla's stock closed at $321.67, up 3.50% [1] - Model YL six-seater version is coming, potentially sparking a buying frenzy with a more accessible price than Model X [1] - Model YL is expected to be priced around RMB 400,000 (approximately $55,764 USD) in China [1] - Model 3+ is expected to launch in September 2025, priced around RMB 270,000 (approximately $37,610 USD) [2] - In Q2 2025, total US electric vehicle sales decreased by 63% year-over-year [2] Product Development & Innovation - Model YL is longer (4976 mm), higher (1668 mm), and has a longer wheelbase (3040 mm) than the standard Model Y [1] - Model YL features a dual-motor all-wheel-drive system with a total power of 340 kW (approximately 456 horsepower) and a top speed of 201 km/h (125 mph) [1] - Model 3+ features a single motor with a peak power of 225 kW [2] - Model 3+ is expected to have a range exceeding 800 kilometers (CLTC standard) [2] Company Strategy & Leadership - Elon Musk reportedly changed his phone number after a disagreement with Donald Trump over the "大而美" (Great and Beautiful) bill [1] - Tesla's Q2 2025 earnings call is scheduled for July 23, 2025, where Musk will address investor questions [2]

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. Robotaxi 掀起竞争狂潮！ 3.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 投资市场新闻 Cathie Wood 最近又有大动作 她对Tesla的信心 从来没动摇过 就在昨天 ARK Invest 一口气买进了 115380股Tesla股票 总价值高达 3656万美元！ 更夸张的是 过去一个月 ARK Invest总共买进了 近1亿美元的Tesla股票！ 这说明ARK持续看好 Tesla在电动车 自动驾驶技术 甚至是能源储存领域的 未来潜力 说到Cathie Wood 她可是Tesla的超级铁粉 她早就大胆预测 Tesla的股价将会 冲到3 000美元一股！ 当然投资这件事 风险和机会永远并存 Tesla的股价过去几年 像云霄飞车 市场对它的估值 也有不少争议 ARK Invest的动作虽然 为市场注入了信心 但股市波动 利率变化 甚至全球经济环境 都可能影响Tesla的表现 所以想跟着Cathie Wood 一起押注Tesla的兄弟们 记得做好功课 别盲目的跟着往里冲 ...

Autonomous Driving Industry - Safety and Expansion - Waymo's autonomous vehicles have driven 100 million miles in fully driverless mode, with a fleet of over 1500 vehicles across multiple US cities [1] - From 2021 to March 17, 2025, Waymo's autonomous vehicles were involved in 696 accidents, with 45% being low-speed collisions [1] - Waymo claims its autonomous driving system significantly reduces accident rates for vulnerable road users, such as pedestrians (93%), cyclists (81%), and motorcyclists (86%) [1] - Tesla is rapidly expanding its Robotaxi service, with its service area in Austin growing to 42 square miles, surpassing Waymo's 37 square miles in the same city [1] - Tesla has submitted an application to begin Robotaxi services in Phoenix, Arizona, potentially challenging Waymo's largest market, which covers 315 square miles [2] Tesla's Market Strategy and Expansion - Tesla's stock closed at $31078 on Wednesday, down $612 or 193% [1] - Tesla plans to significantly increase its number of stores in Japan, from 23 currently to 50 by the end of 2026 [2] - Tesla's sales in Japan increased by 70% in the first half of 2025 compared to the same period last year, reaching approximately 4600 vehicles [2] - Tesla is planning to support the Japanese CHAdeMO charging standard and expand its charging network across Japan [2]

Tesla's AI Development (Dojo) - Tesla's Dojo 2 supercomputer is expected to be in mass production by the end of 2025, utilizing TSMC's InFO-SoW packaging technology to enhance AI training capabilities [1] - Dojo 2's computing power reaches 9 petaflops, significantly exceeding traditional supercomputer performance, achieved through integrating 25 dies into a single silicon wafer [1] - TSMC plans to introduce SoW-X technology in 2027, potentially increasing computing power by 40 times, further advancing Tesla's FSD and potentially enabling wafer-level systems comparable to data center server racks [1] - Dojo 2's mass production allows Tesla to reduce reliance on Nvidia for AI chips, potentially saving costs and accelerating the development of Level 5 autonomous driving [1] - Analysts predict Dojo 2 could add $50 billion to Tesla's market capitalization by driving Robotaxi and software sales [1] Tesla's Market Expansion and Sales - Tesla has officially opened its first showroom in Mumbai, India, with Model Y RWD starting at $69,700 (approximately 5989000 Indian Rupees) and Long Range RWD at $79,000 (approximately 6789000 Indian Rupees), including a free Wall Connector [2] - Tesla is lobbying the Indian government to reduce import taxes from 70%-100% to around 10% to lower vehicle prices and potentially import vehicles from Giga Berlin [2] - Tesla delivered 12,300 vehicles in China during the week of July 7-13, marking the highest Q3 second-week record, indicating strong demand, especially for the new Model Y [2] - In 2024, Tesla's sales in China reached 657,102 vehicles, accounting for 3973% of its global deliveries [2] Other Automotive Industry News - Chery faces scrutiny over approximately $53 million (380 million RMB) in government subsidies for environmental vehicles, with 7,663 vehicles out of 21,725 total vehicles being disqualified due to missing sales records or failure to meet mileage requirements between 2015 and 2020 [2]

Tesla Stock Performance & Musk's Statements - Tesla's stock closed up 1.08% at $316.9 on Monday [1] - Musk stated that he does not support a merger between Tesla and xAI, but hasn't ruled out Tesla investing in xAI [1] - Musk visited Tesla Diner in Los Angeles, praising it as one of the coolest places, featuring modern lighting and round seating [1] - Musk mentioned Optimus 2.5 exists and Optimus 3 will have human-level agility, despite challenges and potential delays in production [1] Robotaxi Service Expansion - Tesla expanded its Robotaxi service area in Austin by approximately 114%, from 19.7 square miles (approximately 51 square kilometers) to 42.07 square miles (approximately 109 square kilometers) [1] - The new Robotaxi service area's shape resembles an inverted T, sparking discussions and marketing success [1] - Tesla's rapid expansion of the Robotaxi service area in 17 days demonstrates its pure vision system's agility, contrasting with competitors' slower mapping processes [1] - Tesla's Robotaxi service avoids Interstate I-35 for safety [2] - Tesla Robotaxi APP updated with new features, including adjustable pick-up locations, walking directions, and the ability to change destinations after booking [2] - Robotaxi service price increased from $4.20 to $6.90 [2] The Boring Company's Vegas LOOP - The Boring Company's Vegas LOOP is open daily from 10 AM to 9 PM, serving all stations, and has transported over 3 million passengers since 2021 [2] - Vegas LOOP plans to add a station at Harry Reid International Airport and expand to Allegiant Stadium and downtown by 2026, creating a 68-mile tunnel network [2]

Tesla - 特斯拉可能在 1-2 个月内在湾区推出 Robotaxi 服务，地理围栏区域可能很大 [1] - 马斯克预告年底将有一场“最史诗级”的展示，可能涉及全新车款、现有产品升级或新技术，例如 Optimus V3 或飞行汽车 Roadster [1] - 特斯拉的技术核心可归纳为输入位流、反馈、输出位流，车辆已能做到前两步，还能生成真实世界的视频 [1] - 特斯拉拥有海量的真实世界数据，对训练 AI 模型来说是无价之宝 [1] - 特斯拉可能投资 xAI，但需经过股东投票 [1] - 特斯拉 RoboTaxi 的资本支出加上运算需求的投资负担较重，但如果 RoboTaxi 和 Optimus 机器人能带来强劲现金流，特斯拉完全有能力支撑 [1] xAI - xAI 正在打造一家多智能体 AI 软件公司，其 AI 工具 Grok 能生成数百个专门的 agent，负责编码、图像生成、视频生成和理解 [1] - xAI 的技术可能像一把利刃，帮游戏业界砍掉多余的成本，2024 年全球游戏市场规模高达 1877 亿美元，2025 年预计接近 2000 亿美元 [1] - SpaceX 将投资 20 亿美元给 xAI，这是 xAI 近期 50 亿美元股权融资的一部分，将让 xAI 与 X 平台合并后的估值高达 1130 亿美元 [1] - xAI 计划建造一个具有 1 million 个 GPU 的超级电脑，总成本可能在 250 亿至 300 亿美元之间 [2] - xAI 以全股票交易的方式收购了社交平台 X，两家公司分别估值 800 亿美元和 330 亿美元 [2]

Electric Vehicle Market Trends - Tesla's Model Y and Model 3 continue to lead the US electric vehicle market with sales of 155,000 and 97,600 units respectively in the first half of 2025 [2] - Model Y's sales surpass the total sales of non-Tesla vehicles in the top 10, highlighting Tesla's brand appeal and consumer preference [2] - Cybertruck sold 10,500 units in the first half of 2025, ranking tenth, falling short of expectations compared to F-150 Lightning's 13,029 units [2] - Rivian delivered 19,301 vehicles in the first half of 2025, but no single model ranked in the top 10 due to sales being distributed across multiple models like R1T, R1S, and EDV [2] Robotaxi Development and Expansion - Tesla is expanding its Robotaxi testing to areas outside its current geofenced service area, including Kyle, Texas, and Ranch Road 620 and 2222 in northwest Austin [2] - Tesla's Robotaxi service in Austin is primarily concentrated in a 20 square mile area around South Congress, but testing is now extending to suburban and more complex environments [2] - Waymo's service area in Austin covers approximately 37 square miles, including Hyde Park, but has not yet expanded to suburban areas like Kyle [2] - Tesla's Giga Texas factory produces over 260,000 Model Y vehicles annually (5,000 per week), significantly more than Waymo's fleet of 1,500 vehicles [2] Software Updates and New Features - Tesla released software update 202526% featuring Grok (Beta), an AI companion developed by xAI, currently available only to US Tesla owners with AMD Ryzen chips and a network connection [2] - The update includes Light Sync, which synchronizes the car's ambient lighting with music, customizable audio presets, and improvements to the dashcam viewer with zoom and playback speed adjustments [2] - Navigation now displays information about charging stations, including attendant services, parking fees, entry codes, parking restrictions, and restroom locations [2] Potential Acquisition of Unplugged Performance - Tesla community and investors are discussing the potential acquisition of Unplugged Performance, a California-based company specializing in performance upgrades and customization solutions for Tesla vehicles [3] - Unplugged Performance's UP FIT division modifies Tesla vehicles into police cars, military vehicles, and government vehicles [3] - Acquiring Unplugged Performance could allow Tesla to enter the government and commercial fleet market, accelerate the application of autonomous driving technology, and offer new products to Tesla owners [3][4]

Stock Market & Investment - Tesla's stock closed at $313.51, up 1.17% [2] - ARK Invest bought 45,761 shares of Tesla for its ARKK fund, valued at approximately $14 million, making up 9.26% of the fund [2] - ARK also purchased 13,944 shares of Tesla for its ARKW fund, valued at around $4 million, representing 6.4% of the fund [2] Electric Vehicle Market & Sales - Electric vehicles account for 96.9% of new car sales in Norway [2] - Tesla's Model Y holds 27.2% market share in Norway [2] - Tesla's June sales in Norway increased by 54% year-over-year [2] - Model Y registrations in Norway increased by 115.3% year-over-year, reaching 5,004 vehicles [2] - Model Y accounted for 5,004 out of 18,376 new cars sold in Norway in June [2] - Tesla's new car sales in Europe have declined for the fifth consecutive month, despite strong performance in Norway, Spain, and Portugal [2] Full Self-Driving (FSD) & Safety - Australia's transportation authorities are delaying the rollout of Tesla's FSD (Supervised) system [3] - Tesla's data indicates that vehicles using Autopilot, including FSD, have a lower collision rate than the US average [3] - Tesla vehicles have a fire incident rate of 1/135 million miles, compared to the US average of 1/17 million miles [3] - Road deaths in Australia have reached 1,336 in the past 12 months, a 5.2% increase from the previous year [3] Tesla Semi & Charging Infrastructure - PepsiCo is building a Tesla Semi charging station in Charlotte, North Carolina, with 18 high-power charging stalls [3] - Each charging stall will provide up to 1 megawatt of charging power, capable of charging a Semi to 70% in 30 minutes [3] - The charging station will include an 8.19 megawatt-hour energy storage system composed of Tesla Megapacks [3] - Tesla plans to invest $100 million to build nine Tesla Semi charging stations in the southwestern US [3] Energy Storage & Virtual Power Plant (VPP) - Tesla has connected 63,122 Powerwalls in Puerto Rico to create a virtual power plant (VPP) [3] - Tesla pays $1 per kilowatt-hour (kWh) to residents who join the VPP [3] - Each Powerwall in the VPP is estimated to earn $500 to $1,200 annually [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Tesla的印度首秀 2. 特斯拉生产经营 方面的消息 3.Hyundai发布新车 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 Tesla的印度首秀 7月15日 孟买的班德拉库拉综合体 Bandra Kurla Complex （BKC）将迎来 Tesla的第一家展示中心 标志着这家全球知名的 电动汽车制造商 正式进入印度市场 Tesla和印度之间的 关系可不是一帆风顺 Musk早在几年前 就喊着要进军印度 但高额的进口关税 就像一道高墙 挡住了Tesla的脚步 直到最近 印度政府推出了 新的电动汽车政策 将进口关税从原本的 70%-100%降到15% 不过这是有条件的 制造商得在三年内 砸下至少5亿美元 设立本地生产工厂 问题是 Tesla目前似乎 没打算在印度建厂 所以他们可能还是 需要付标准关税 但这没能阻止 他们的步伐 Tesla已经从中国 上海工厂进口了 第一批Model Y 准备7月15日 在印度正式亮相 Tesla的第一家 展示中心选在孟买的 Bandra Kurla Complex 这可是孟买的高档商业区 ...