Stock Market & Financial Performance - Tesla's stock closed at $332.11, up 1.10% [2] - GM's Q2 2025 profits are projected to shrink by 35%, from $2.9 billion to $1.9 billion, due to 25% tariffs on imported vehicles and parts [2] - Tariffs are expected to cost GM $4 billion to $5 billion annually [2] - Stellantis reported a $2.7 billion loss in the first half of the year due to tariffs [2] Impact of Tariffs - GM faces significant losses due to tariffs on imported parts, while Tesla is less affected because its cars sold in the US are manufactured domestically [2] - Tesla still imports 20-30% of its parts, leading to increased costs [2] - Goldman Sachs reports that import car prices may increase by $5,000 to $15,000 due to tariffs [2] Tesla's Q2 2025 Earnings Call Key Investor Concerns - Robotaxi performance and expansion plans, including regulatory hurdles and consumer acceptance [2] - Technical and regulatory obstacles for unsupervised Full Self-Driving (FSD) [2] - Optimus current tasks and production timeline, aiming for thousands of robots in factories by the end of 2025 and external sales starting in 2026 [2] - Plans for cheaper Tesla models based on existing platforms to stimulate demand, especially in markets like India [2][3] - Timing of unsupervised FSD availability for customer vehicles and potential hardware upgrades for HW3 owners [2] Tesla Production and Sales - In Spain, the Model 3 RWD is available for €25,000 with government subsidies and Tesla incentives [3] - Honda and Acura EV owners can now use Tesla's Supercharger network with an adapter [3] - Lucid Motors Air models will also be able to use the Tesla Supercharger network with a dedicated adapter from July 31, achieving up to 50 kW charging speeds [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉中国 第三季销量飙升 2. Tesla Diner盛大开幕 3.FSD重大更新 要在三季度登场 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 特斯拉中国 第三季销量飙升！ 最新数据显示 在刚过去的一周 也就是第三季度的第三周 特斯拉在中国卖了 9900辆车！ 这是个不错的数字 咱们来看看背后的故事 第二季度 特斯拉在中国的表现 不够理想 总销量只有128803辆 比去年同期下降了11.7% 这让不少投资者 捏了把冷汗 但现在 第三季度刚开跑 特斯拉好像找到感觉 开始加速了！ 根据最新的 保险登记数据 截至7月20日这一周 特斯拉在中国 卖了9900辆车 累计前三周 达到27200辆 对比第二季度 同期的15800辆 多了将近12000辆 给第三季度带来了 一个梦幻开局！ 跟第一季度比 第三季度也领先不少 但第一季度有点特殊 因为当时Model Y 正在改款 加上又是中国的冬季 和农历新年 整体市场本来就偏冷 所以第二季度是 更公平的比较基准 而特斯拉现在的表现 真的让人眼前一亮 回顾过去的五个季度 只有2024年的 第 ...

Stock Market Analysis - The "Magnificent Seven" tech stocks (Apple, Microsoft, Amazon, Alphabet, Meta, NVIDIA, and Tesla) are diverging in performance due to AI advancements, impacting investment strategies [2] - NVIDIA, Meta, and Microsoft have seen stock gains exceeding 20% year-to-date, while Apple, Alphabet, and Tesla are lagging [2] - Analysts predict the "Magnificent Seven's" net profit growth will reach 14%, significantly outperforming the S&P 500's remaining 493 companies at -3% [2] Tesla Regulatory Credits - Tesla's regulatory credit revenue is projected to remain strong, with approximately $3 billion in 2025 and $23 billion in 2026, despite potential policy changes [2] - Tesla's global presence, including operations in Europe and China, provides a buffer against potential losses in the US regulatory credit market [2] - Piper Sandler maintains a $400 target price for Tesla, indicating confidence in the company's long-term development [2] Tesla Robotaxi and FSD - Bank of America raised Tesla's target stock price to $341, citing the trial operation of Robotaxi services in Austin and progress towards full self-driving (FSD) by the end of 2025 [2] - Tesla's Robotaxi app has been updated to version 2576, featuring a vehicle-finding function and adjustments to the light/dark mode [3] - Robotaxi service fees have increased to $690 per ride, with the service area covering 42 square miles and remaining invitation-only in Austin [3] Tesla Direct Sales - Tesla reached a settlement with Louisiana, allowing direct sales to consumers starting July 21, 2025, potentially influencing direct sales regulations in other states [2] - The settlement is viewed as a victory for Tesla and a potential turning point for the automotive industry, promoting a direct-to-consumer sales model [2][3]

Robotaxi Development & Competition - Tesla's Robotaxi service initially launched in Austin with limited access, expanding from 20 to 42 square miles, surpassing Waymo's 37 square miles at the time [2] - Waymo retaliated by increasing its service area from 37 to 90 square miles, exceeding Tesla's coverage [2] - Tesla is reportedly testing Robotaxi vehicles in Marble Falls, potentially doubling its service area beyond Waymo's 90 square miles [2] - Tesla's Robotaxi service now offers direct pick-up and drop-off at specified locations, enhancing user experience [2] - Tesla plans to expand Robotaxi to more cities nationwide by year-end, focusing on Arizona and California [2] - Tesla's FSD system is set to receive significant improvements from Austin Robotaxi trials, potentially launching in the Bay Area within 1-2 months pending regulatory approval [2] Tesla Diner & Lifestyle Integration - Tesla's Hollywood diner opened, featuring a classic American menu with Cybertruck-themed packaging and Optimus robots serving popcorn [2] - The diner includes a unique restroom design with an Earth-view ceiling and neon lighting, enhancing the overall experience [2] - Tesla diner aims to transform charging stations into lifestyle experience centers, integrating dining, entertainment, and robotic services [2] Electric Vehicle Industry & Challenges - The Electric Viking, a YouTube channel covering electric vehicles, experienced a 50% drop in viewership due to organized cyberattacks involving high bounce rates [3] - The attacks are suspected to be orchestrated by traditional automakers, possibly Toyota or Nissan, due to criticism of their slow transition to electric vehicles [3] - Toyota has reportedly spent millions lobbying against electric vehicle policies in the US, advocating for hybrid and hydrogen fuel cell vehicles [3] - Another YouTube channel criticizing traditional automakers allegedly accepted €50,000 to shut down, raising concerns about industry sensitivity to criticism [3] Future Technology & Robotics - Neuralink's advancements may enable full control and sensory operation of Optimus robots, allowing users to remotely inhabit and control them [3]

Market Trends & Industry Dynamics - China's rare earth magnet exports surged by 660% in June 2025, but only reached half of the normal supply [1] - China is quietly issuing rare earth quotas but blocking data for national security reasons, posing a potential crisis for the electric vehicle industry [1] Investment Opportunities & Potential Risks - Tesla's stock price reached $329.65, with a price-to-earnings ratio of 181.44, leading to questions of overvaluation [1] - Using a Discounted Cash Flow (DCF) model, the valuation of Tesla's automotive, Robotaxi, and Optimus robot businesses could potentially reach $238 trillion by 2035 [1] Company & Key People - Trump threatened to terminate billions of dollars in contracts with SpaceX, stemming from disagreements over economic policies and SpaceX's role with NASA [1] - Musk unexpectedly voiced support for Trump, denouncing fake news allegations [1] Products & Services - JOWUA offers a 5% discount with the code BIGFISH95 on products such as hidden screen storage bases, car headrests, CCS2 dual-use mobile chargers (32A/7kW) with NEMA 14-50 adapters, folding electric scooters, and tire inflator charging kits [1]

Electric Vehicle Market Trends - Tesla faces a lawsuit due to delayed insurance claims, highlighting operational challenges in its insurance business [1] - Mercedes-Benz is temporarily halting production of its EQ series electric vehicles in the US starting September 2025 due to a 52% sales decline and design criticisms [1] - BMW partners with Momenta to develop advanced driver-assistance systems (ADAS) for the Chinese market, to be implemented in the 2025 Neue Klasse electric vehicle series [1] - Elon Musk views cryptocurrency as a tool against central control, potentially impacting the automotive and technology sectors [1] Company Strategies & Partnerships - Mercedes-Benz is re-evaluating its electric vehicle strategy, potentially shifting focus towards hybrid vehicles [1] - BMW aims to compete with Tesla's FSD (Full Self-Driving) through its collaboration with Momenta, focusing on autonomous driving features tailored for Chinese roads [1] Promotional Offers - JOWUA offers a 5% discount (95折) on various accessories using the code BIGFISH95, including screen storage docks, car headrests, CCS2 mobile chargers, electric scooters, and tire inflator kits [1]

Financial Performance & Market Expectations - Tesla's stock closed at $32965 on Friday, up $1024, a 321% increase [1] - The market anticipates Tesla's Q2 earnings per share to be $030, a 29% decrease from last year's $042, with revenue expected to be $228 billion, an 11% decrease from last year's $255 billion [1] - Automotive gross margin is expected to stabilize at 1644%, slightly higher than Q1's 163% [1] - Tesla produced 410244 electric vehicles and delivered 384122 in Q2 2025, a 14% decrease year-over-year but a 14% increase from Q1 [1] AI & Technology Development - Grok AI, developed by xAI, is being deployed to Tesla vehicles via the 202526 software update, offering voice interaction [1] - Tesla plans to launch Dojo 2 chips, with a performance increase of ten times, expected to be in mass production in the second half of 2025 [1] - Tesla plans to produce 10000 Optimus humanoid robots in 2025 and increase to 50000 in 2026, for dangerous, repetitive, or monotonous tasks [1] - Cybercab is expected to begin limited production in Q2 2026, adopting unbox manufacturing strategy and wireless charging technology [1] Operational Initiatives - Tesla Diner is in the testing phase and features 80 V4 Supercharger charging piles, each with a maximum charging power of 325kW [2] - Tesla Diner is integrated into the Tesla App, offering convenient, contactless ordering via the app and in-car screen [2] - Tesla is offering over ten incentives in the US in Q3, including a $7500 leasing discount and a $1000 discount for US heroes, valid until September 30 [2] Market Risks & Analyst Perspectives - UBS maintains a $215 target price for Tesla, while Cantor Fitzgerald maintains a $355 target price, reflecting differing views on Tesla's valuation and AI potential [1] - Analysts predict Tesla's stock price may reach $300 to $450 by the end of 2025 and potentially climb above $500 in 2026, depending on the execution of AI plans [1]

Robot Battery Technology - Figure AI's F03 robot battery achieves a 78% cost reduction and a 94% increase in energy density, reaching 2300Wh, with 2kW fast charging and robust safety features [1] - UBTECH's Walker S2 robot features a 3-minute battery swap capability, enabling 24/7 operation with dual-battery balancing and standardized battery modules, suitable for continuous factory operations [1] - Tesla's Optimus robot uses a 2300Wh battery and autonomous navigation to charging stations, leveraging Tesla's AI and self-driving expertise, though specific charging details are not yet public [1] Tesla Production and Operations - Tesla is contacting US users who registered interest in Robotaxi to discuss vehicle upgrades, suggesting a private initiative to prepare for Robotaxi services, with newer vehicles like those equipped with AI 4 being more suitable [1] - Tesla patented a paint-free body panel manufacturing process (WO 2025/151308) using a special mold surface and high-gloss layer, reducing costs and VOC emissions, aligning with Tesla's unbox manufacturing process [1][2] - Tesla is collaborating with Australian and New Zealand authorities to launch FSD, starting with Hardware 4 (HW4) vehicles like some Model Y and Model S models, aiming for a full rollout by the end of 2025 [2] Vehicle Safety - Tesla vehicles have a fire incident rate of one per 130 million miles, which is eight times lower than the US average of one per 18 million miles, attributed to lithium-ion battery safety, advanced Battery Management System (BMS), and rigorous testing [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 美国政策的重要调整 2. Robotaxi战火升级！ 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319.41% 全天下跌了2.26%美元 跌幅是0.7% 美国三大股指 纳指上涨0.78% 道指上涨0.56% 标普上涨0.57% 美国政策方面的 几个消息 根据彭博社的报导 美国商务部在 7月17日宣布 从即日起对中国进口的 石墨实施93.5%的 反倾销关税 这是因为他们认为 中国的石墨产品 受到不公平补贴 低价倾销到美国市场 损害了本土产业的利益 加上现有税率 总关税率将 高达160%！ 这对中国的 石墨出口商来说 简直是晴天霹雳 石墨在电动车电池中 可是个重要角色 尤其是阳极材料 几乎离不开它 阳极材料需要至少 90%的碳纯度 美国从中国进口的 阳极石墨 占据美国市场的很大份额 全球来看中国也是 石墨市场的霸主 供应了全球大部分需求 特别是在电动车 电池领域 对美国进口商来说 石墨的进口成本 将大幅上升 直接推高 电池的生产成本 电动车的价格 可能会因此上涨 最终这笔钱还是会 转嫁到消费者身上 当然对中 ...

AI & Future Tech - Elon Musk believes AI should maximize total neural transmission and optimize for humanity's long-term future, not just short-term profits [2] - Musk advocates for private companies over public ones for long-term projects like space colonization due to the pressures of quarterly reports in the stock market [2] - Musk envisions AI helping solve global issues like declining birth rates and facilitating space exploration [2] Energy Revolution in Australia - UGL and Neoen have installed 1,000 Tesla Megapacks (3,500 MWh total energy storage capacity) in five projects in Australia, equivalent to the daily output of a medium-sized thermal power plant [2] - The goal is to double the number of Megapacks to 2,000, making Australia one of the largest battery storage markets globally with 7,000 MWh of storage capacity [2] - Megapacks store excess renewable energy (solar and wind) and release it during peak demand or grid instability, ensuring grid stability [2] Automotive Industry - Hyundai plans to upgrade its entire vehicle lineup to a 48V system by 2029, challenging Tesla's lead in this area [3] - Hyundai's 48V system will also be used in Boston Dynamics robots, aiming for component sharing and cost efficiency [3] - Volvo has suspended sales of some car models in the US due to tariffs on European and Chinese-made vehicles, focusing on high-profit SUV models and planning to produce XC60 in the US by 2026 to avoid tariffs [3] - Lucid Motors will release Hands-Free Drive Assist and Hands-Free Lane Change Assist via OTA update for Lucid Air owners in July 30, 2025 [3]