大家好我是大魚 今天的資訊 包括下面幾個消息 1. 馬斯克要打造 「X Phone」？ 2. 特斯拉生產經營 方面的消息 關注這些領域的朋友 不要錯過 今天重要的內容 OK let‘s go 第一部分 馬斯克要打造 「X Phone」？ 馬斯克認為 你我手上的 iPhone 安卓手機 可能在不久的將來 會變成一塊 過時的磚頭 他最近在 X 上 的一段對話 可以說是直接 給現在的手機 判了死刑 事情是這樣的 有個網友 發了個帖子 他說 xAI 的 長期計畫 是讓終端裝置 成為一個邊緣節點 通過運行 AI 來即時生成 圖像和聲音 所以未來不再需要 什麼傳統的 操作系統或 App 所有東西都是 AI 直接渲染 給你看 馬斯克親自 下場回覆說 這是一個 顯而易見的預測 頻寬的限制 讓所有事情 都在雲端處理 變得不切實際 所以終端裝置 將會是 AI 推理的 邊緣節點 這話聽起來 有點繞嘴 我把它翻譯成白話文 就是現在你的手機 不管是 iOS 還是安卓 就像一個工具箱 裡面裝滿了各種 App 你想看天氣 就打開天氣 App 想聊天 就打開微信 但馬斯克 看到的未來是 你的手機本身 將會成為 一個超級大腦 你根本不需要 打 ...

馬斯克 心心念念的 FSD 為什麼在中國 至今難產？ 技術問題？ 定價太貴？ 全錯了！ 最近特斯拉 在中國的一個 小動作 徹底暴露了 那個最棘手 的秘密 記住四個字 數據安全 你以為 FSD 只是一個 駕駛輔助系統嗎？ 不！ 在監管眼中 每一台開啟 FSD的特斯拉 都是一個 移動的國家級 測繪站！ 它車外的 無數鏡頭 正實時採集著 中國每一條街道 的詳細數據！ 這些數據 不是商業機密 而是國家級 的戰略資源！ 讓一家美國公司 掌握這些數據 並傳回海外？ 可能性 是零！ 這就給出了一個 最清晰的答案： 特斯拉在中國 使用DeepSeek 只是前菜 未來進入 中國的 FSD 幾乎註定只會 是一個「特供版」！ 它的數據 必須留在中国 它的決策邏輯 必須接受監督 這就像一個 頂級車手 被戴上了腳鐐 只能在規定的 賽道裡跳舞！ 那麼問題來了 一個被馴化 過的 FSD 它的靈魂 還和海外版 一模一樣嗎？. ...

Valuation Analysis - Tesla's current projected price-to-earnings ratio (P/E ratio) is 184, significantly higher than traditional automakers like Ford and GM (6x) and tech giants like Amazon (50x) [1] - Tesla's P/E ratio also exceeds that of Nvidia (70x), a leader in AI [1] - The market values Tesla not just as a car manufacturer, but as a technology company focused on AI, energy, and disruptive future technologies [1] Future Growth Potential - The valuation of 184 times earnings is based on expectations of future developments such as Robotaxi autonomous vehicle fleets and Optimus robot deployments in factories [1] - The valuation also considers the value of Tesla's supercomputers, which drive its AI and robotics initiatives [1]

Stock Performance & Market Sentiment - Tesla's stock experienced a roughly 3% decrease during the week, reflecting a broader conservative market sentiment affecting growth stocks [1] - Tesla's stock price is range-bound between $325 ± $10, awaiting a significant catalyst to drive substantial movement [1] - Tesla's forward P/E ratio is at 184, significantly higher than the S&P 500 average of 20+, traditional automakers (6-8), and even tech giants like Amazon (50+) and Nvidia (70+), indicating high market expectations for future growth [1] - Analysts project Tesla's stock price to reach $410-$460 within 12 months and $910-$1000 within 24 months, based on financial models, but these targets could be negatively impacted by Elon Musk's political activities [1] - Political uncertainty related to Elon Musk could reduce the 12-month target price by $60, suggesting a "Musk shut up discount" of approximately 15% [1] EU-US Trade Relations - The EU and the US are advancing a preliminary agreement on tariffs, with the US considering reducing its 27.5% auto tariffs on European imports to 15% if Europe lowers barriers to US goods [1] Tesla's China Strategy - Tesla is using DeepSeek, a Chinese AI company, for AI interaction and chat within its vehicles in China, replacing xAI's Grok, to comply with Chinese data security regulations [2] - Chinese regulations mandate that all geographical and personal data remain within China, preventing Tesla from using Grok's overseas servers [2] - The introduction of FSD (Full Self-Driving) in China faces hurdles due to data security concerns, potentially requiring a China-specific version with data processing and decision-making under Chinese supervision [2]

Product Strategy & Market Adaptation - Tesla reversed course on its controversial turn signal button design, indicating a willingness to listen to market feedback [1] - The return of the traditional turn signal stalk, initially on the new Model 3, suggests a shift towards greater flexibility in design choices [1] - Tesla China's team demonstrated its influence by bringing back the turn signal stalk, highlighting the importance of regional market demands [1] - Existing Tesla owners can retrofit their vehicles with the traditional turn signal stalk for 2499 RMB [1] Implications for Tesla - This decision challenges the perception of Elon Musk as inflexible and demonstrates a capacity to adapt to consumer preferences [1] - The return of the stalk signals a potential move towards a more adaptable and market-driven approach for Tesla to win market share [1]

Market Speculation - The automotive industry is buzzing with speculation that Tesla's Cybercab, initially presented as a robotaxi, might be a Trojan horse [1] - Industry analysts suggest Cybercab could potentially transform into Tesla's long-awaited affordable car, possibly named Model 2 [1] - The report posits a scenario where Tesla might disrupt the traditional family car market by introducing a self-driving taxi [1] Potential Strategy - The core of the discussion revolves around whether Elon Musk intends to eliminate conventional family sedans with an autonomous taxi service [1] Key Players - Sandy Munro, a prominent figure known as the "拆车之神" (teardown expert) in the automotive world, has made significant claims about Tesla's plans [1]

Industry Analysis & Market Trends - Tesla's Cybercab may be a "Trojan horse" for Model 2, potentially disrupting the affordable car market [2] - The emergence of Cybercab could make competitors like Waymo seem outdated, representing a potential paradigm shift in autonomous driving [2] - Tesla is focusing on a more challenging but potentially more rewarding development path by prioritizing visual and AI-driven autonomous driving solutions over LiDAR and high-precision maps [2] - Tesla is re-releasing used Model 3 and Y vehicles through leasing programs in California and Texas, with monthly rents starting as low as $225, to stabilize used car prices and promote FSD adoption [2] - Modern Motors invested approximately $1 billion to increase its stake in Motional, an autonomous driving technology company, now holding over 85% of the company's shares [3] - Motional is shifting its technical approach from rule-based systems to machine learning-driven motion planning, indicating a move away from LiDAR and high-precision maps towards a "pure vision" solution similar to Tesla's [3] Tesla Production & Operations - Tesla is planning an invite-only event at Giga Texas on August 29th, offering attendees a behind-the-scenes look at the production process and the latest product line, potentially related to Robotaxi [2] - Tesla China has reintroduced the traditional turn signal lever in the new Model 3 configuration and offers an official retrofit service for existing Highland owners at a cost of 2499 RMB [3] Musk's Perspective - Elon Musk considers The Wall Street Journal to be the worst newspaper globally, refusing to even use it as birdcage lining [3]

馬斯克瘋了嗎？ ！ 特斯拉在中國 推出了一台 完美的六人座 家庭神車 Model Y L 市場反應火爆！ 但馬斯克親口說 這台車 可能永遠不會 在美國上市！ 無數美國家長 都崩潰了 一台注定 會賣爆的車 他為什麼 要親手砍掉？ 他是跟錢有仇嗎？ 你可能以為是 怕影響現有銷量？ 不！ 真相 藏在他對 未來交通的 一個顛覆性 判斷裡 記住這句話 汽車的核心 即將改變！ 過去一百年 車是為了 「駕駛」而生 講究操控性能 和路感 但當 FSD 完全自動駕駛 來臨之後 你不再是司機 而是乘客！ 到那時 你還在乎 方向盤嗎？ 還需要 硬邦邦的懸吊嗎？ 不！ 你需要的 是一個超舒適 超安靜的 移動起居室！ 所以你看懂了嗎？ Model Y L 再香 在馬斯克眼裡 也只是一個 舊時代的 完美產物 他要親手終結 自己創造的時代 是為了開啟一個 由 Robotaxi 主導的 無人駕駛的 全新紀元！. ...

你以為馬斯克 想當美國總統？ 錯！ 他想當的 是決定誰能 成為總統的 「造王者」！ 根據 《華爾街日報》 的爆料 馬斯克已經 悄悄踩下了組建 第三政黨的剎車 但你以為他要 退出政壇？ 那就太天真了！ 他不做球員 他要直接當那個 掌控全局的 教練！ 為什麼？ 因為他算了 一筆精明的帳 在美國搞第三黨 就是燒錢和樹敵 最多當個攪局者 成功率趨近於零！ 與其這樣 不如登上 那艘最大 最有勢力的戰艦 成為最有 價值的朋友 那艘戰艦是誰？ 就是川普陣營 馬斯克想要 扶持的「自己人」 是誰呢？ 美國現任副總統 J. D. Vance！ 而他的籌碼 是什麼？ 是龐大的財力！ 有多龐大？ 作為參考 光是2024年 他就投入了將近 3 億美元 到 共和黨陣營！ 所以忘掉那個 參選人馬斯克吧！ 現在 是權力遊戲 的玩家馬斯克 從台前走到幕後 一場更高級的 權力遊戲 開始了. ...

Tesla's Strategic Shifts & Political Maneuvering - Elon Musk is reportedly pausing plans to form a third political party, potentially named "American Party," to focus on his companies [1] - Musk may support JD Vance in the 2028 presidential election, potentially using vast financial resources, possibly referencing the $300 million spent in the 2024 election [1] - Musk's political strategy is interpreted as a shift from trying to change the rules to maximizing influence within the existing political framework [1] - Tesla's CEO responded to the Wall Street Journal report with a vague denial, creating strategic ambiguity [1] Model YL & Tesla's Autonomous Driving Strategy - Model YL, a six-seater, long-wheelbase version, is currently available in China at a price of 339,000 RMB [1] - Elon Musk indicated that the Model YL variant might not be produced in the US until late next year or possibly never, depending on the progress of autonomous driving [1] - The delay of Model YL in the US is linked to Tesla's focus on developing fully autonomous driving (FSD) and creating vehicles designed for a "riding" experience rather than a "driving" experience [2] - Tesla is prioritizing the development of Cybercab and other autonomous platforms in the US, while Model YL is seen as a transitional product [2] - Future autonomous vehicles from Tesla are expected to be radically redesigned, prioritizing comfort, space, and cost reduction, with features like no steering wheel or pedals [2] Market & Production Strategy - Tesla's decision to launch Model YL in China is attributed to understanding the Chinese market, competition from local brands like NIO and Li Auto, and the Shanghai factory's production capabilities [2] - The company's strategy is to win the current market competition in China, while in the US, the focus is on leading the autonomous driving revolution [2]