大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克为何抛弃政治？ 2. 特斯拉生产经营 方面的消息 3.德国车企的最新消息 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 马斯克为何抛弃政治？ 6月16日至17日 创投公司 Y Combinator（YC） 在美国旧金山首次 举办的一场 免费人工智慧（AI） 创业会议 AI Startup School 旨在聚集全球顶尖的 AI领域人才 启发并培养 下一代AI创业家 不少业界大咖 都在会议上发言 马斯克也通过 远程连线方式 回答了大家 最关心的几个问题 让我们来看看这位 硅谷钢铁侠 到底在想些什么！ 马斯克在川普政府中 担任DOGE的特别顾问 试图用他的商业思维 来精简联邦政府的运作 但现实可没那么简单 官僚体系的阻力 让他吃了不少苦头 虽然取得一些成果 但远没有达到最初的目标 看来他还是应该回到 他最擅长的领域 技术创新 在这次连线中说得很直白 华盛顿是个 有趣的支线任务 但是我还是要回到 我的主线任务 那就是打造技术 这话听起来就像他在 玩一场大型RPG游戏 华盛顿只是用来换换脑子 涨涨经验 真正的BOSS战 还在科 ...

Market Trends & Competition - Tesla's stock closed up 1.17% at $329.13, while Nasdaq rose 1.38%, Dow Jones 0.76%, and S&P 0.94% [1] - Tesla's Model Y and 3 lead global BEV sales from January to April with 259,000 and 143,000 units respectively, but Chinese brands are gaining traction [1] - Xiaomi SU7's sales are close to Model 3's in the first four months, with a difference of less than 40,000 units [1] - Tesla's vehicles are priced around $40,000, while Chinese competitors like BYD Seagull start at $9,700 and Wuling Mini at $4,300 [1] Production & New Models - Tesla is expected to start producing a cheaper model, potentially named Model Q, by the end of June 2025, targeting a price below $30,000 after the $7,500 US federal tax credit [1] - The new model will utilize parts of the next-generation platform and existing platforms, aiming for cost control and increased production without building new production lines [1] - The cheaper Tesla model may be a simplified version of Model 3 or Y, potentially reducing costs by removing features like heated seats [1] - Six-seater Model Y, with a longer wheelbase, is expected to begin production at the Shanghai factory in the second half of 2025 and may feature independent second-row seats [2] Autonomous Driving & Technology - Bloomberg estimates Tesla's Robotaxi hardware costs around $400, significantly lower than Waymo's $100,000 sensor suite [1] - Tesla is projected to have 35,000 Robotaxis on the road by 2026, compared to Waymo's 2,000, providing 250 million rides annually [1] - Tesla's accident rate is 0.15 per million miles, significantly lower than Waymo's 1.16 and the US average of 3.90 [1] - Tesla has collected 3 billion miles of driving data, vastly more than Waymo's 22 million [1] - Tesla's navigation system will offer suggestions to drivers to slow down in certain areas to save energy, potentially saving X% of energy based on data from other drivers [2] - Tesla's 2025.20% software update includes more code related to Grok, adding various personality modes to the in-car AI [2] Regulatory & Operational Challenges - Stockholm's transportation department rejected Tesla's request to test FSD technology due to administrative and risk considerations [2] - Tesla has been in conflict with Swedish unions since the end of 2023, causing service delays and hindering the establishment of supercharging stations [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 全球电动车的销售趋势 2. 查马斯的最新表态 3.Tesla需要为每个城市 打造一个专属的 FSD版本吗？ 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 全球电动车的销售趋势 今年以来一直有一些传言 说电动车的热潮 正在消退 但真实数据显示出 电动车市场不仅没有放缓 还在以惊人速度狂飙！ 根据EV研究机构 Rho Motion的最新数据 2025年前五个月 全球新能源车 含纯电动与插电 式混合动力车 总销量已达到720万辆 较2024年同期 增长约28% 其中2025年5月单月 全球新能源车销量 达到惊人的160万辆 有乐观的预测认为 2025年全球总销量 将有望 突破2000万辆 占全球新车销量的 四分之一以上 这哪里是放缓 简直就是火箭升空！ 中国毫无疑问是 电动车市场的领头羊 5月单月 中国卖出了 100万辆电动车 创下历史新高 带动今年总销量 达到440万辆 增长33% 更夸张的是 5月中国新车销量中 超过50%都是新能源车！ 看来燃油车 在中国汽车市场 已经被逼到绝路上了 不断推陈出新的车型 花样繁多的 各类省补国 ...

Tesla Stock & Market Analysis - Tesla's stock price is in a battle between bulls and bears around the $400 mark, reflecting market uncertainty [1] - Analyst price targets for Tesla vary widely, from a low of 1905% to a high of $500, with an average around 30976% [1] - Bullish analysts cite the upcoming Robotaxi service as a reason for optimism, with one analyst reaffirming a $400 target price [1] - Guggenheim analysts warn of deteriorating fundamentals, giving a "sell" rating with a $175 price target [1] - Tesla's Model Y became the best-selling electric vehicle in Australia in May 2025, with 3580 units sold [1] Robotaxi Development & Regulatory Landscape - Tesla plans to launch its Robotaxi service in Austin on June 22, which is seen as a pivotal moment for the company [1] - The National Highway Traffic Safety Administration (NHTSA) is working on a regulatory framework to facilitate the commercialization of autonomous vehicles like Tesla's Cybercab [1] - China's MIIT has released draft guidelines clarifying data transfer regulations for the automotive industry, potentially accelerating the rollout of Tesla's FSD in China [1] Robotaxi Operational Range Comparison - Tesla Robotaxi's operational area in Austin covers a broader metropolitan area, including downtown and suburbs [2] - Waymo's operational area is concentrated in downtown Austin and nearby neighborhoods [2] - Tesla's wider coverage indicates a strategy to serve a broader user base and capture market share, while Waymo focuses on establishing reliability in high-demand areas [2]

FSD and Data Localization in China - Tesla has completed the second phase of its Shanghai data center, meeting data export filing requirements, enabling legal access and processing of local Chinese data [2] - The Shanghai data center collects data from over 1.7 million Tesla vehicles in China, including production, sales, service, and charging data, to adapt FSD to Chinese road conditions [2] - Potential FSD launch in China is rumored for Q3 2025, pending regulatory progress [2] - BYD, Huawei-supported companies (Chery, SAIC, Zeekr) are actively integrating local data for AI training, posing competition to Tesla [2] Financial Performance Comparison: Tesla vs BYD - Tesla's cumulative free cash flow since its IPO in 2010 reached $16.1 billion, while BYD's was $13.9 billion [2] - BYD's Days Payable Outstanding (DPO) is 163 days, significantly higher than Tesla's 60-75 days [2] - Adjusting BYD's DPO to Tesla's 72 days would result in BYD needing to pay an additional $19.1 billion to suppliers, turning BYD's cumulative free cash flow to negative $5.2 billion [2] - Tesla's financial performance is $21.3 billion stronger than BYD when considering free cash flow generation [2] - Chinese regulators are requiring automakers to shorten payment terms to within 60 days, potentially impacting BYD's cash flow [2] Energy Storage and VPP in Japan - Tesla is expanding its Virtual Power Plant (VPP) business in Japan, targeting commercial clients to stabilize the electricity network [2] - Tesla is partnering with Fuyo General Lease and Global Engineering to install Powerwall batteries in businesses' offices and factories for free [2][3] - The initial plan is to install 100 units by the end of 2025, with deployments starting in June [3] Other Automakers - Lucid acquired bankrupt Nikola Corporation's assets in Arizona for $30 million, increasing its total area to nearly 4 million square feet [3] - Lucid plans to launch a mid-size SUV in 2026, priced around $50,000, targeting Tesla's Model Y and Rivian's R2 [3] - Rivian's R2, a compact electric SUV expected in 2026, features a Maximus electric motor and a zonal electronic architecture reducing wiring by 2.3% miles [3] - Rivian's R2 will use LG Energy Solution's 4695 cylindrical batteries, offering higher energy density and better thermal management, with a range exceeding 300 miles [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. NHTSA放宽规则 2. Tesla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 周五收盘是325.31% 全天上涨了6.2%美元 涨幅是1.94% 美国三大股指 纳指下跌1.4% 道指下跌1.79% 标普下跌1.13% 第一部分 NHTSA放宽规则 特斯拉Cybercab 或将加速问市！ 6月13日 美国国家公路 交通安全 管理局（NHTSA） 丢出了一颗重磅消息 他们更新了 自动驾驶车辆（AV）框架 目标是扫除阻碍 特斯拉Cybercab 等自动驾驶车 上路的障碍 什么是AV框架？ 为什么这么重要？ 简单来说 AV框架就是NHTSA 制定的一套规则 专门用来管理 自动驾驶技术的发展 确保这些高科技车辆 既安全又能顺利上路 过去美国联邦法规 要求所有新车都得有 方向盘和煞车踏板 这对像Cybercab 这种纯自动驾驶的 车辆来说 就是一个很大的障碍 按照之前的规则 要想上路就需要 先申请豁免 很可能会等上好几年！ 现在 NHTSA终于开窍了！ 他们宣布将简化 Part 555豁免程序 把原本动 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Model S/X 2025 升级 2. 特斯拉生产经营 方面的消息 3.其他车企的消息 Waymo NIO 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 Model S/X 2025 升级 Tesla 对它的旗舰车型 Model S 和X 进行了 2025 年的大升级！ 这次更新不只换了新行头 还加了不少 高科技玩意儿 当然价格也跟着 水涨船高 先说大家最关心的价格 这次Model S 和X 全线车型都 涨了$5000 Model S Long Range 现在要$84990 Model S Plaid 涨到$99990 Model X 也不例外 Long Range 变成$89990 Plaid跳到$104990 这次升级的重头戏是啥？ 前保险杆加了颗新相机 还带喷水器 自动驾驶功能将会更稳 车内氛围灯 也玩出新花样 现在可以随你心情 换多种颜色 从仪表板 中央控制台 到前后门板 甚至连脚部灯 和车门内袋的灯 都能变色 开车像在开派对 夜晚的车内氛围 绝对让你帅到没朋友 外观上 Tesla 丢出两款新色 霜 蓝色金属漆F ...

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. 马斯克吐槽 欧洲监管阻力！ 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 周五收盘是319.11% 全天下跌了7.32%美元 跌幅是2.24% 美国三大股指 纳指上涨0.16% 道指上涨0.24% 标普上涨0.39% 来看两个中国 汽车市场的重要消息 这是中国热搜榜上 一个热点话题 中国乘用车联合会 （CPCA）秘书长 崔东树在接受 汽车媒体 麻辣车评采访时 丢出一句让人瞠目结舌的话 他说我是绝对不会 买新能源车的！ 这话一出 简直像在新能源车 热潮中扔了一颗炸弹 为什么？ 因为中国政府正在 卯足全力推新能源车 甚至连特斯拉 都加入了 新能源车下乡的行列 目标直指农村市场 崔东树作为 汽车行业的权威人物 他这番和官方 唱反调的言论 到底在搞什么名堂？ 崔东树认为燃油车的 绿色环保性能其实不差 全生命周期的 碳排放比电动车低 尤其是因为电动车 电池制造过程的碳排放 高得吓人 他还提到 燃油车和新能源车的 价格与税收体系 完全不同 燃油车被当成奢侈品 税收重得像背了座山 新能源车则几乎免税 成本低到让 ...

Market Trends & Trade War - US and China negotiators have tentatively agreed on a framework to resolve trade issues related to rare earth minerals and magnets [1] - China denies agreeing to prioritize rare earth supplies to the US, maintaining a firm stance in the trade dispute due to its control over rare earth elements [1] - US automobile imports decreased by 723% year-over-year in May 2025, influenced by US tariff policies [1] - Automakers are shifting to final assembly in the US to avoid the 25% import tariffs, as evidenced by an 18% increase in the import of car bodies and cabins in May [1] Tesla FSD & Hardware - Tesla is developing a more advanced FSD model with 4x the parameters of the current model, expected to be deployed in a few months [1] - Elon Musk confirmed Tesla will offer free hardware upgrades to HW3 owners who purchased FSD to ensure compatibility with future unsupervised FSD [1] - Approximately 120,000 Tesla vehicles with HW3 and FSD may require upgrades, primarily concentrated in North America [1] - One analyst suggests Tesla could offer a $11,000 discount on new cars, including $5,000 for upgrade costs and $6,000 in forgone profit, as an alternative to upgrading HW3 [2] - The analyst proposes Tesla allow FSD transfer to new vehicles in conjunction with the $11,000 discount to incentivize HW3 owners to upgrade [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. 川普马斯克 关系最新进展 3.Tesla 会不会造无人机？ 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326.4% 全天上涨了0.31%美元 涨幅是0.1% 美国三大股指 纳指下跌0.52% 道指上涨0.01% 标普下跌0.26% 特斯拉股票方面的消息 杰夫· 基尔伯格Jeff Kilburg 是KKM Financial 的 创办人兼CEO 他同时也是 CNBC 的评论员 最近买了2026 款 Tesla Model Y 并使用FSD功能 驾驶了350 英里 他一开始感到有些焦虑 但5 分钟后就感到舒适 并表示这项技术 让他感觉很震撼 作为一个长期 燃油车的拥护者 他现在已转为Tesla 车主 并认为Tesla是不错的 投资选项 基尔伯格还提到 如果做空Tesla 可能就会有麻烦 这反映他对Tesla 未来发展的信心 以上分析 仅供大家参考 不构成投资上的建议 第二部分 川普马斯克关系最新进展 上周马斯克与川普 的关系急转直下 双方在X平台上 展开了一场嘴炮大战 这场争执迅速 成为 ...