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]

US Battery Industry & China's Role - US's Inflation Reduction Act allows Chinese battery manufacturers to establish joint ventures in the US and receive \$35 per kilowatt-hour in tax credits, potentially benefiting Chinese suppliers by \$35 billion [2] - The joint venture policy requires a gradual reduction of reliance on Chinese materials, with 60% of materials from the US or other countries by 2026 and 85% by 2030 [2] - Despite the potential benefits, former President Trump's policies, including tariffs on China and reduced tax incentives, could deter battery manufacturers [2] - Local opposition, as seen with Gotion's battery plant plan in Michigan, can hinder the implementation of favorable policies [2] Tesla's Optimus Project - Tesla's Optimus project is temporarily suspended from mid-June 2025 for two months to redesign hardware and software [2] - Tesla is optimizing key areas, including joint actuators' thermal control, hand load-bearing capacity, transmission mechanism durability, and battery life [2] - The project's leader, Milan Kovac, left Tesla in June 2025, potentially impacting the future development of Optimus [2] Tesla's Market Performance & Strategy - Tesla dominated the South Korean imported electric vehicle market in the first half of 2025, accounting for approximately 60% of sales with 19,212 vehicles [3] - Elon Musk hinted at the potential launch of Full Self-Driving (FSD) in South Korea [3] - Xiaomi CEO Lei Jun recommended the Model Y to customers who are unwilling to wait for Xiaomi's YU7 SUV, acknowledging Tesla's technological and market leadership [3]

Market Trends & Political Analysis - Elon Musk initiated a poll on X regarding the creation of an "American Party," receiving 19308% million views and over 830000 votes, with 641% percent in favor [1] - Musk is focusing on 2 to 3 Senate seats and 8 to 10 House districts to influence key congressional votes [1] - Andrew Yang, co-chair of the Forward Party, is collaborating with Musk to potentially form a third party [1] - A 2024 Gallup poll indicates that 43% percent of American voters identify as independent, suggesting a potential market for a third party [1] Robotaxi Ecosystem & Business Model - Apple's App Store ecosystem facilitated $13 trillion in transactions globally in 2024, marking a 25% times growth in five years from $514 billion in 2019 [2] - Tesla's Robotaxi platform aims to generate revenue through delivery services, in-car commerce, in-car entertainment, and advanced data collection [2] - Robotaxi delivery services could process tens of billions of dollars in transactions annually, similar to the App Store's physical goods sales [2] - Tesla can partner with e-commerce platforms and local businesses for in-car commerce, taking a commission on each transaction [2] - Tesla can collaborate with entertainment platforms like Netflix and Spotify, offering subscriptions or ad-supported content in Robotaxis [2] - Tesla can collect and sell anonymized data on traffic patterns, consumer behavior, and urban environments to businesses, city planners, and advertisers [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi蓄势扩张 2. 大而美法案对Tesla 电池制造的影响 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 Robotaxi 蓄势扩张 Tesla的Robotaxi服务 正在美国德州 Austin火热展开！ 这可不是普通的 叫车服务 而是Tesla全自动驾驶 （FSD）技术的 最新试验场 最近几天不断有网友发现 从南国会大桥到市中心 Tesla的Model Y车队 正在街头跑来跑去 车顶上还装着 神秘的设备 Tesla究竟 在搞什么名堂？ 是像Waymo一样 在绘制地图吗 还是另有打算？ 别急 咱们慢慢拆解 这场科技大戏！ Robotaxi虽然目前 仅限于南Austin的 特定区域 且只有 早期体验（ Early Access ） 群组的乘客能搭乘 从网上的视频中能看到 Tesla车辆顶部搭载了 疑似LiDAR的测绘设备 引发了网友的热议 Tesla的量产车 早已放弃LiDAR 但在验证和测试环节 他们确实在使用LiDAR 他们也曾经从Luminar 购买了价值210万 美元的LiD ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 大而美法案对Tesla 会产生怎样的影响 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 先说特斯拉的股票 周四收盘是315.35% 全天下跌了0.3%美元 跌幅是0.1% 美国三大股指 纳指上涨1.02% 道指上涨0.74% 标普上涨0.81% 第一部分 大而美法案对Tesla 会产生怎样的影响 美国众议院于7月3日 正式通过了川普推动的 大而美法案 该法案已于7月1日 在参议院通过 预计川普将于 7月4日签署成为法律 法案中明确规定 7500美元的新电动车 税收抵免将于 2025年9月30日 正式终止 同时二手电动车 4000美元抵免 和商用电动车7500美元 抵免也将于同日结束 由于电动车补贴 将提前终止 市场预期会在2025年 第三季度出现 购车需求的集中爆发 特斯拉在美国 可能会迎来 短期需求增长 当然这属于透支需求 四季度的销售数字 肯定就不会太好看 不过现在回头来看 Tesla今年出现的 高库存情况 正好满足这一波的需求爆发 你可能会认为 7500美元补助取消 对所有电动车企 都是打击 T ...

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. TeslaQ2交车数据出炉 3.马斯克要建 太阳能超级工厂？ 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315.65% 全天上涨了14.94% 美元 涨幅是4.97% 美国三大股指 纳指上涨0.94% 道指下跌0.02% 标普上涨0.47% 7月1日（周二） 标普500指数 出现了两年多来的 首个黄金交叉信号 即50日移动平均线 向上穿越200日 移动平均线 黄金交叉是技术分析中 一个重要的看涨信号 表示短期趋势 开始超越长期趋势 市场动能增强 其对应的看跌信号 是死亡交叉 即50日均线下穿 200日均线 自1928年以来 标普500出现 黄金交叉后 未来一年上涨 概率超过71% 平均涨幅超过10% Piper Sandler首席市场 技术分析师 克雷格 · 约翰逊（Craig Johnson） 认为此次黄金交叉 是市场健康的信号 并结合市场参与度 和广度的扩大 预期2025年下半年 股市将表现强劲 其他市场专家 也认为黄金交叉 是入场做多的良机 历史上比死亡交叉 更为可靠 以上分析 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 美国市场的潜在威胁 2. 小米会威胁到 特斯拉吗？ 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 美国市场的潜在威胁 中国汽车正在 墨西哥掀起一场革命 而且这股风暴 可能很快吹到美国 搞得底特律的 车厂老板夜不能寐！ 想像一下 你开着一辆不到2万美元 满载高科技的 中国电动车 却是在美国买的 这听起来好像 是天方夜谭对吧？ 这可能比你想的 更接近现实 我们来拆解这场 汽车界的斯普尼克时刻！ 根据CNBC报导 2023年中国就已经 成为墨西哥最大的 汽车供应国 出口额高达46亿美元 远超其他国家 2024年 中国汽车在墨西哥 卖出302837辆 占据轻型车 市场的20.2% 这可是从2017年 的0.3%一路 飙升上来的！ 根据AméricaEconomía 中国车的在 墨西哥的销售 一直保持增长 增长率2021年是103% 2022年的128.4% 虽然在2023年降到51.4% 2024年增长率降到9.8% 但这数字还是 让人瞠目结舌 墨西哥消费者 正疯狂抢购BYD Chery Zeekr Aion 和SAIC-MG的车 ...

Market Trends & Policy Impact - US Senate passed a bill including approximately 4500000000000 USD (45% trillion) in tax cuts, potentially stimulating the economy [1] - The bill initially proposed tariffs on solar and wind energy projects, which could have increased costs by 8% to 10%, but these were removed [1] - Electric vehicle subsidies, including 7500 USD for new cars, 4000 USD for used cars, and 7500 USD for commercial vehicles, are set to expire on September 30, 2025 [1] - Federal debt limit increased by 5000000000000 USD (5 trillion) [1] Company Performance & Challenges (Tesla) - Tesla's stock closed at 30071 USD, down 1695 USD or 534% [1] - Q2 delivery data is expected to be around 385000 vehicles, a 13% decrease compared to the previous year's 444000 vehicles [2] - Q1 energy storage deployments reached 104 GWh, a 153% growth [2] - Tesla's Q1 vehicle inventory reached 101000 units, indicating a potential imbalance between production and demand [2] - The termination of subsidies, political disputes, and tariff-related price increases are impacting Tesla's sales in Canada [2] Strategic Initiatives & Leadership - Tesla officially launched its Robotaxi service in Austin, Texas [2] - Omead Afshar, VP of North American and European sales and manufacturing, left Tesla [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普马斯克战火再起 2. 中国市场周销量 创纪录 3.大众Uber联手 推自驾巴士 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 川普马斯克战火再起 马斯克抨击 大而美法案 后川普 在 Truth Social上 直接开炮 点名马斯克 说他可能拿了史上 最多的补贴 没这些钱 马斯克恐怕得 打包回南非 关掉特斯拉和SpaceX 这话听起来火药味十足 但是真如川普所说吗？ 咱们来瞧瞧这场 大戏背后的真相！ 我们先说川普提到的补贴 特斯拉确实拿过 政府的资金 最有名的是2010年 从美国能源部拿到的 4.65%亿美元低息贷款 用来开发电动车技术 这笔钱可不是白给的 而是来自能源部的 先进技术车辆 制造（ATVM）计划 专门支持清洁能源项目 结果呢？ 特斯拉在2013年 就提前9年还清了 这笔贷款 连本带利 一分没少！ 这事在 CleanTechnica 有详细报导 堪称政府投资的 成功案例 但是再看看其他 汽车公司 2009年金融危机时 通用汽车（GM） 拿了500亿美元的 政府救助 至今没听说 他们提前还清 福特、克莱斯勒 也拿 ...

Market Trends & Political Stance - Tesla's stock closed down 189% at $31766 on Monday [2] - Elon Musk threatens to form an "American Party" if the Senate passes Trump's "Big Beautiful Bill," which would raise the US debt ceiling by $5 trillion [2] - Musk criticizes the "Big Beautiful Bill" for potentially destroying millions of jobs and harming future industries, especially renewable energy [2] - Musk's political actions, including opposing the "Big Beautiful Bill," have caused Tesla's stock price to fluctuate [2] - Musk aims to challenge incumbent congressmen and warns those supporting the bill will face defeat in primary elections [2] Environmental Impact & Sustainability - Tesla users avoided nearly 32 million tons of CO2 emissions in 2024, a 60% increase compared to 2023 [2] - Electric vehicles have 60-70% lower emissions than gasoline vehicles over their lifecycle, with each Tesla vehicle reducing approximately 51 tons of CO2 emissions on average [2] - Tesla's battery recycling efforts in 2024 recovered enough materials to build 21000 Model Y RWD vehicles, a 136% increase from 2023, reducing new material mining needs by 30% [2] - Tesla's Supercharger network has been 100% powered by renewable energy for the fourth consecutive year [2] Production & Operations - Tesla's Full Self-Driving (FSD) (Supervised) is expanding to Europe, with potential launches in Germany, Netherlands, and Norway by the end of 2025 [3] - Samsung and Tesla are collaborating on the Mangoplah battery storage project in New South Wales, Australia, using 108 Tesla Megapacks with a total capacity of 100 MW / 400 MWh [3] - Tesla deployed over 31 GWh of energy storage products globally in 2024, including Powerwall and Megapack [3]