Industry Perspective - The tech industry faces political headwinds that can significantly impact business operations and innovation [1] - Companies like Tesla and SpaceX navigate political landscapes to secure subsidies and launch permits [1] - Established corporations, such as General Motors, Ford, and major oil companies, invest hundreds of millions of dollars annually in political lobbying [1] Elon Musk's Actions - Elon Musk views political involvement as essential for removing obstacles to technological advancement and societal progress [1] - Musk's engagement in politics is framed as an effort to clear the path for human civilization's "rocket" [1] - Musk's actions are interpreted as an attempt to address political "drag" that hinders progress [1]

大家好我是大鱼 别再劝马斯克 远离政治了 他们可能 都搞错了 对马斯克来说 政治根本就不是 一道选择题 而是一道生存题 当你的对手 能把政府当武器 你最大的客户 也是政府时 你唯一能做的 就是亲自下场 今天我们 就来聊聊 他为何必须 踹开那些叫 政治的绊脚石 大家不要错过 今天的精彩内容 OK let's go 第一部分 马斯克豪赌政治？ 大家有没有觉得 最近一年 好像有个规律 就是每隔一段时间 网路上就会 冒出一堆人 苦口婆心地 劝马斯克 哎 你就好好 造你的车 射你的火箭嘛 干嘛非要去碰政治 这潭浑水呢？ 最近 又有个网友 在X 上面给 马斯克上课 说马斯克 你的使命是带领 人类探索无限的边疆 政治这种事 还是留给那些 次等的大脑 去搞就好了 潜台词就是 你一个天选之子 别跟我们这些 凡人计较了 专心干大事去吧 听起来好像 有点道理？ 结果 马斯克不但没听 反而转头 给一个完全相反的 观点按了个赞 然后亲自 回了两个字 Exactly （完全正确） 这个回覆 可不是简单的 情绪发泄 这背后 其实藏着马斯克 一个非常深刻 而且攸关Tesla 未来生死的 战略思考 今天咱们聊聊 为啥马斯克 不但不能 远离政治 ...

Industry Competition & Strategy - China is investing heavily in humanoid robotics to compete with Tesla's Optimus, including building a large-scale "robot brain factory" [1] - The report suggests this effort may be hampered by technological barriers and strategies from Western markets [1] Technological & Geopolitical Challenges - A "technology iron curtain" is forming, potentially creating separate ecosystems for humanoid robots in China and the West [1] - Western markets are allegedly employing strategies to block Chinese-made robots, including requiring local manufacturing [1] - Western markets are allegedly employing strategies to block Chinese-made robots, including requiring local component sourcing [1] - Western markets are allegedly employing strategies to block Chinese-made robots, including requiring local data training for robot "brains," effectively isolating them from Chinese data centers [1]

小米雷軍 親口承認 他們買了 三台Model Y 然後把它們 大卸八塊！ 你以為這是 什麼新鮮事嗎？ 這在行業裡 根本就是個 公開的秘密 蔚來小鵬理想 誰家的實驗室裡 沒有幾台 被拆爛的 特斯拉？ 這就像班上 那個學霸 所有人都偷偷 抄他的筆記 只是雷軍膽子大 直接喊出 來了而已！ 但你以為 他們想要的 只是一台車嗎？ 拆車恐怕 只是前菜 真正的大戲 是特斯拉的 人形機器人 Optimus！ 汽車的護城河 砸錢花時間 總能追上 但人形機器人呢？ 那是一個 全新的宇宙！ 當 Optimus 已經在工廠裡 學著幹活時 其他人還在 實驗室裡 玩模型 所以你等著看 當第一批 Optimus 交付時 一場科技史上 最瘋狂的 致敬大戲 就要開始上演了. ...

Industry Analysis & Competitive Landscape - Chinese companies are actively studying and potentially imitating Tesla's technologies, particularly in humanoid robots, with Xiaomi being open about disassembling Model Y vehicles for research [1] - A state-backed initiative in Beijing is establishing a large-scale data training center for humanoid robots, aiming to generate 6 million high-quality data points annually to accelerate AI development in robotics [1] - The market for humanoid robots may fragment into separate ecosystems, with Tesla's Optimus potentially dominating global markets while China develops a self-sufficient ecosystem within its borders due to data and security concerns [1] Tesla's Performance & Future Outlook - Analysts have revised upwards their delivery estimates for Tesla's Q3, projecting approximately 475,000 vehicles, exceeding initial Wall Street expectations of 445,000 [1] - While Tesla's market share in the US has decreased from 35% to 27%, this indicates the electric vehicle market is transitioning from a niche to a mainstream market [2] - Tesla's high P/E ratio (237x) suggests investors are valuing the company not just as an automaker but also for its potential in AI and robotics, particularly the Optimus robot and Robotaxi initiatives [2] Market Dynamics & Regional Performance - Tesla experienced strong sales in Europe towards the end of Q3 [1] - In China, Model Y maintains its leading position in consumer searches despite competition from new electric vehicle models [1] - In the US, Tesla's Q3 sales may show a decrease compared to the previous year, influenced by the anticipation of the $7,500 electric vehicle tax credit [2]

Industry Secret - The electric vehicle industry has an unspoken secret known as "zero-kilometer used cars" [1] - A significant portion, estimated at up to 90%, of used car exports in 2024 are suspected to be new cars [1] Deceptive Practices - Car manufacturers are allegedly buying their own newly produced vehicles and registering them as domestic sales to obtain government subsidies [1] - These vehicles, essentially new, are then exported as used cars to generate additional revenue [1] - This practice inflates sales figures and reduces inventory, creating a false impression of strong export performance [1] Regulatory Response - Beijing's recent export controls are aimed at curbing this practice and eliminating the data bubble, rather than specifically targeting Tesla [1] - An internal investigation and cleanup within the industry is reportedly underway [1]

你還在跟人爭論 特斯拉的交付量？ 格局小了！ 華爾街那群 最聰明的腦袋 已經拋出了 一個讓所有空頭 瞬間窒息的數字 三萬億美元！ 王牌分析師 Dan Ives 直接把目標價 拉到 $600 但這還不是重點！ 重點是他預言 特斯拉最快 在 2026 年 就會成為一個 三萬億美元 的超級帝國！ 因為他們看的 早就不是 特斯拉賣了 多少輛車 而是它的 AI 行駛了 多少里程！ 是它的機器人 能進入 多少工廠！ 單單 AI 和 自動駕駛 就值一萬億美元！ 現在投資特斯拉 等於是在購買 即將到來的 機器人起義 的股份！ 這不是一家 汽車公司 這是一個 披著車殼的 AI 印鈔機！ 你同意嗎？. ...

Tesla's AI and Robotics Transformation - Wedbush analyst Dan Ives raises Tesla's target price to $600, predicting a $3 trillion valuation by the end of 2026, driven by AI and robotics [1] - AI and autonomous driving could contribute $1 trillion to Tesla's valuation [1] - Tesla is expected to launch Robotaxi services in over 30 US cities within the next year, potentially monopolizing mobility [1] - Potential for relaxed federal regulations on autonomous driving if Trump returns to the White House, benefiting Tesla's AI strategy [1] - Deutsche Bank also raises Tesla's target price to $435, citing Robotaxi and Optimus as key drivers [1] China's Electric Vehicle Export Regulations - China will require export licenses for all pure electric passenger vehicles (BEV) starting January 1, 2026 [2] - The new regulation aims to address overcapacity, prevent data fraud, and manage the disorderly expansion of the electric vehicle industry [2] - The policy targets "zero-kilometer used cars" and subsidy fraud, requiring manufacturers to report accurate export data [2] - China's electric vehicle exports have faced increasing trade barriers, such as tariffs from the US and anti-subsidy investigations from the EU [2] Impact on Tesla - Tesla is unlikely to be targeted by the new export regulations due to its high quality, efficiency, and status as a leading foreign investor in China [2] - The policy could benefit Tesla by creating a cleaner and more rational market, eliminating subsidized and fraudulent competitors [2] - Tesla's Shanghai factory will remain a key export hub for Asian and European markets [2]

注意！ 你車上那個 超帥的 隱藏式門把 可能馬上 就要變成 違法設計了！ 中國監管機構 最近直接攤牌 要求所有電動車 都必須要有 能用手掌抓住的 機械門把！ 這不是 直接打臉 引領潮流的 特斯拉嗎？ 所有空頭 都在狂歡 覺得特斯拉 終於要被迫 改回那種 又老又醜 的設計了 但你以為 馬斯克會 這麼被動嗎？ 就在上週 特斯拉的 首席設計師 雲淡風輕地 公布了他們的 全新方案！ 一個天才設計 把電子按鈕 和機械拉索 完美整合！ 平常輕輕一按 享受絲滑 遇到緊急狀況 用力一拉 觸發機械開鎖！ 這一招 不但完美符合 所有安全法規 還順便 又一次引領了 下個世代 的設計！ 所以你看 這場戰爭 淘汰的根本 不是特斯拉 而是那些 無腦跟風的 模仿者！ 當規則改變時 強者早就 準備好了答案. ...

Market Strategy - Elon Musk's Grok AI was sold to the US government for $0.42 [1] - The 42-cent deal grants the entire US federal government access to Grok for 18 months [1] - This strategy aims to embed Grok directly into the US government's infrastructure [1] Competitive Positioning - This move undercuts competitors like OpenAI, who are securing government contracts for significantly higher prices [1] - The strategy involves providing top-tier engineering support alongside the AI access [1] - The primary goal is not monetary gain but strategic influence within the US government [1]