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【Tesla每日快訊】 挪威97%新車是電動車?Model Y的霸主秘密是什麼?🔥FSD被澳洲官僚程序卡住(2025/7/12-1)
大鱼聊电动· 2025-07-12 04:34
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]
【Tesla每日快訊】 孟買BKC迎Tesla首秀!印度首家展示中心7月15日開幕!🔥Grok/Optimus/Hyundai(2025/7/11-2)
大鱼聊电动· 2025-07-11 11:01
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 ...
【Tesla每日快訊】 Robotaxi進軍鳳凰城?亞利桑那無人駕駛未來會怎樣?🔥Semi卡車好消息不斷(2025/7/11-1)
大鱼聊电动· 2025-07-11 04:40
Tesla Stock & Shareholder Meeting - Tesla's stock closed at $309.87, up 4.73% [2] - Tesla's annual shareholder meeting is set for November 6, 2025, with key agenda items including Musk's compensation plan, voting rights, and potential collaboration with xAI [2] - Re-approval of Musk's compensation plan may require adjustments to the structure or new legal justifications to address legal challenges [2] - Discussions around Musk's 25% voting rights proposal and its impact on company strategy are expected [2] - Potential merger or collaboration between Tesla and xAI could enhance Tesla's autonomous driving and robotics projects [2] Bitcoin Holdings - Tesla holds 11,509 Bitcoins, now valued at $1.334 billion [2] - Tesla initially invested $1.5 billion in Bitcoin in 2021, acquiring approximately 39,474 Bitcoins at an average cost of $38,000 per coin [2] - A new FASB rule allows Tesla to adjust its Bitcoin holdings to a fair market value, adding $600 million in book earnings in Q4 2024 [2] Robotaxi Expansion - Tesla has contacted the Arizona Department of Transportation to initiate the certification process for Robotaxi services in Phoenix, including both driver-assisted and fully driverless modes [2] - The Arizona Department of Transportation is expected to make a final decision by the end of July 2025 [2] - Tesla is interested in promoting Robotaxi services in the Phoenix Metro area, competing with Waymo, which already offers driverless Robotaxi services [2] - Tesla is considering two potential expansion strategies for Robotaxi: focusing on dominating a single city like Austin or rapidly entering multiple cities with a smaller fleet size [2] Semi Truck Developments - thyssenkrupp tested the Tesla Semi in California, covering nearly 5,000 miles in three weeks, focusing on performance in cold weather and challenging terrain [3] - WattEV is building its sixth heavy-duty electric truck charging station at the Port of Oakland, featuring 15 240kW CCS chargers and 6 megawatt-class MCS chargers [3] - The WattEV charging station will support the MCS standard, potentially allowing for charging times closer to traditional diesel refueling [3] - WattEV plans to build 100 charging stations on the West Coast by 2035 and has a fleet including 75+ electric heavy-duty trucks, with 2 Tesla Semis currently being tested and 40 more on order [3]
【Tesla每日快訊】Robotaxi最新進展:奧斯汀擴張,舊金山即將啟動? 🔥Semi卡車秀肌肉/Grok 4正式登場(2025/7/10-2)
大鱼聊电动· 2025-07-10 10:58
大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi 扩张时间表揭晓 2. Semi卡车秀肌肉 3.Grok 4正式登场 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 Robotaxi扩张 时间表揭晓 马斯克在X上透露 这个周末(7月12-13日) 将扩大Robotaxi 的服务范围 从原本的特定区域 延伸到奥斯汀市 的更大范围 这可是个大消息! 回顾一下 Tesla 在6月22日 在奥斯汀启动了试运行 用了大约10辆 Model Y 这些车都配备了 最新的无人驾驶技术 试运行的车辆上 都有安全监控员 坐在副驾驶座 随时准备应对 突发状况 乘客则是透过 专属应用程式预约 费用是每趟4.2%美元 不过试运行 也不是一帆风顺 有些网友拍到 Robotaxi 在路上 出了点小状况 比如开错车道 突然急煞等 美国国家公路 交通安全管理局 (NHTSA) 已经要求Tesla 交出更多资料 来解释这些问题 当然这些都是 新技术发展的必经之路 哪个新玩意儿 刚刚面试的时候 没点磨合期呢? 尽管有这些小插曲 Tesla还是信心满满 在试运营仅三周 后就 准备在本周末 把服务范 ...
【Tesla每日快訊】SpaceX、XAI雙霸榜!Musk如何稱霸太空與AI? 🔥Tesla Diner有多酷(2025/7/10-1)
大鱼聊电动· 2025-07-10 04:12
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. Musk称霸太空与AI 3.Tesla Diner 到底有多酷? 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295.88% 全天下跌了1.93% 美元 跌幅是0.65% 美国三大股指 纳指上涨0.93% 道指上涨0.48% 标普上涨0.6% Tesla的股价全年 已经下跌超过25% 这波跌势 让不少人捏把冷汗 但RBC Capital Markets的 分析师汤姆·纳拉扬 Tom Narayan却说 别慌! 他认为这次 卖压有点过头了 他对Tesla股票 依然给出了 优于大盘的评级 还把目标价格 从307美元 调高到319美元 暗示还有7%左右 的上涨空间 这到底是买进的好时机 还是该继续观望? 让我们来拆解一下! 先来看看Tesla股价 为什么跌得这么惨 2025年第二季度 Tesla的销量掉了13.5% 卖出384 122辆车 相比去年同期 可谓惨淡 全球的几个重要的市场 电动车的需求 似乎在放缓 尤其是来自中国的 竞争对手BYD和小米等 从价格功能等多个方面 对特斯拉展开攻势 ...
【Tesla每日快訊】 馬斯克該被監督嗎?Tesla投資者怎麼看這場爭議?🔥Waymo/Rivian(2025/7/9-1)
大鱼聊电动· 2025-07-09 04:55
Tesla Stock Performance & Analyst Perspectives - Tesla's stock closed at $297.81 on Tuesday, up by 1.32% or $3.87 [2] - Wedbush analyst Dan Ives suggests a new compensation plan for Musk to grant him 25% voting rights to facilitate the xAI merger [2] - Ives also recommends setting limits on Musk's working hours at Tesla and supervising his political activities [2] - Musk responded to Ives' suggestions with "Shut up Dan," indicating his disagreement with the proposed restrictions [2] Tesla Production & Operations - A Tesla sales and service center in Houston experienced a fire on July 6, 2025, destroying two Tesla Model S vehicles; the incident is being investigated as arson [3] - Tesla's LFP battery factory in Nevada, utilizing CATL's equipment, is expected to have an annual production capacity of 10 GWh [3] - Tesla could receive $35 million per GWh in tax credits under the US 45X production tax credit policy, potentially exceeding $400 million annually with module assembly [3] Other Companies & Technologies - Waymo is conducting manual driving tests in parts of Manhattan and Brooklyn to collect data for future autonomous driving operations [3] - Rivian's 2026 Quad-Motor Launch Edition boasts 1025 horsepower and 1198 lb-ft of torque, accelerating from 0 to 60 mph in 2.5 seconds (R1T) and 2.6 seconds (R1S) [3] - Rivian's Quad-Motor Launch Edition has a range of up to 374 miles (EPA) or 400 miles in energy-saving mode and features a NACS port for Tesla Supercharger compatibility [3]
【Tesla每日快訊】 川普新政策對Tesla有何影響?$7,500稅收優惠還能搶多久?🔥中國單踏板制動新標準(2025/7/8-2)
大鱼聊电动· 2025-07-08 11:09
Regulatory & Policy Impacts - China's new regulation on single-pedal driving mode, effective January 1, 2026, prohibits stopping a vehicle solely by releasing the accelerator pedal, requiring brake pedal use, impacting Tesla's vehicle control logic and user experience [1] - The US federal tax credit of $7,500 is set to expire on September 30, 2025, prompting Tesla to alert customers [1] - A US manufacturing auto loan interest tax deduction policy proposed by Trump allows consumers to deduct up to $10,000 in interest on loans for US-assembled vehicles between 2025 and 2028, benefiting Tesla [1] Market Trends & Sales Performance - China's new energy vehicle sales account for over 60% of global sales, with over 30 million vehicles in use by early 2024, holding the largest global share [1] - Tesla's China insurance registrations for the week of June 30 to July 6, 2025, fell 75.8% week-over-week to 5,010 units and 22.9% year-over-year, indicating sales pressure [1] - Year-to-date, Tesla's China insurance registrations are down 5.3% compared to last year, reflecting market competition or economic factors affecting consumer confidence [1] - Statista forecasts the global electric vehicle market revenue to reach $784.2 billion in 2025, with China contributing $377.9 billion, nearly half of the total [1] Industry Challenges & Adjustments - China's electric vehicle market faces overcapacity, intense competition among hundreds of manufacturers, leading to price wars and reduced profits [1] - Porsche's IT subsidiary is cutting hundreds of jobs as part of a digital transformation and cost control strategy [2] - Honda has canceled the development of a large electric SUV, originally planned for 2027, and lowered its 2030 electric vehicle sales target from 30% to 20% due to slowing demand in the US market [2] - Other automakers like Ford, Jaguar Land Rover, and Nissan are also slowing down or canceling electric vehicle projects [2]
【Tesla每日快訊】 馬斯克與川普決裂,中國生意為何岌岌可危?🔥日產和奔馳的困境(2025/7/8-1)
大鱼聊电动· 2025-07-08 04:20
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. 马斯克与川普决裂 中国生意为何岌岌可危? 3.其他车企的消息 日产和奔驰 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293.94% 全天下跌了21.41%美元 跌幅是6.79% 美国三大股指 纳指下跌0.94% 道指下跌0.95% 标普下跌0.78% 周一特斯拉股价 开盘后大跌 一度跌超8% 最终收跌在6.79% 市值蒸发大约680亿美元 这是自6月初 马斯克与川普 因大而美法案 产生争执以来 特斯拉股价遭遇的 最大单日跌幅 马斯克近期宣布 成立独立于共和党 和民主党的美国党 并公开表达对川普 推行的大而美法案的不满 导致与川普矛盾升级 引发市场担忧 投资者对马斯克 频繁涉足政治活动 感到厌倦 认为这分散了他对 特斯拉核心业务的关注 尤其是在公司销量 连续下滑 面临严峻挑战的 关键时刻 特斯拉今年以来 股价已累计下跌 大约27% 且第二季度交付量 同比下降13.5% 威廉·布莱尔( William Blair ) 股票分析师 杰德 · 多斯海默(Jed Dorsheimer) 在周一 ...
【Tesla每日快訊】 投資者的噩夢?馬斯克政治之路害了誰?🔥馬斯克三大使命/火星殖民與政治實驗(2025/7/7-2)
大鱼聊电动· 2025-07-07 11:18
大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克进入政坛 是投资者的噩梦? 2. Musk的三个使命 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 马斯克进入政坛 是投资者的噩梦? 先承认错误 上一个视频中我提到 马斯克已经在 联邦选举委员会(FEC) 注册美国党 这是一个假新闻 很抱歉给大家带来困扰 在之后制作视频的过程中 也会即时跟踪 重要事件的发展 避免类似情况再次发生 马斯克明确表示 声称他成立 美国党(America Party) 的FEC文件是假的 并且已经向FEC报告 这说明各方势力 都想在美国党这个事件中 火上浇油 这份假文件显示 地址与SpaceX的 所在地一致 并由特斯拉首席财务官 Vaibhav Taneja 担任财务主管 确实具有很强的迷惑性 FEC还没有官方声明 表明是否已采取行动 进行调查 一些分析推测 这可能是某个团体 试图利用马斯克的 知名度来吸引注意力 或是单纯的恶作剧行为 事件反映出在 社交媒体和快速新闻 循环的时代 资讯真伪辨别的 重要性 也提醒大家 在浏览重要资讯时 要多方核实来源 避免犯我今天 类似的错误 关于比特币 马斯克 ...
【Tesla每日快訊】川普怒批馬斯克「美國黨」:第三黨是鬧劇還是革命? 🔥America Party挑戰與機遇並存(2025/7/7-1)
大鱼聊电动· 2025-07-07 04:53
Political Landscape - Elon Musk established the America Party, aiming to return freedom to the people [2] - Donald Trump criticized Musk's move, stating that forming a third party has never succeeded in American history and could lead to chaos [2] - The America Party is officially registered with the FEC (Federal Election Commission) with the name America Party (AMEP), located in Hawthorne, California [2] Public and Expert Opinions - Some analysts believe Musk will leverage his wealth and influence to promote the America Party without personally entering politics [2] - A poll indicates that 80% of respondents believe a new party representing centrist voters is needed [2] - Critics argue that the American electoral system favors a two-party system, making it difficult for third parties to sustain [2] Musk's Political Strategy - The America Party will adopt a targeted strategy, focusing on winning 2 to 3 Senate seats and 8 to 10 House seats to become a decisive minority in legislative votes [2] - Musk aims to represent 80% of centrist voters, providing a balanced force amidst political polarization [2] - Initial ideas for the America Party include reducing national debt, promoting responsible spending, fostering technological innovation, reducing regulations, maximizing free speech, and supporting pro-natal policies [3] Challenges and Opportunities - Third parties in the US face structural barriers due to the winner-take-all electoral system and geographic constituencies [3] - Musk's personal assets, estimated around $400 billion, can provide ample funding for the party [3] - Musk's control of X (formerly Twitter) and his millions of followers can effectively promote the party's ideas [3]