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]

女股神木頭姐說 特斯拉的 Robotaxi 要徹底碾壓 Waymo 你敢信嗎？ 很多人都覺得 她在吹牛 但一張圖 就足以讓 所有人啞口無言 這是方舟投資 做的各大城市 Robotaxi 需求圖 再看看 Waymo 的產能 就是這條幾乎 貼著地板的細線！ 連一個城市的 高峰都滿足不了！ 為什麼？ 因為它自己不造車 命脈全在 別人手裡！ 那特斯拉呢？ 它的潛在車隊規模 是這條線！ 現有主力 車型的年產能 是這條線！ 而未來的終極武器 Cybercab 是這條線！ 三條線 條條都把 Waymo 按在地上摩擦！ 最恐怖的是什麼？ 特斯拉 奧斯汀工廠 僅僅9天的產量 就能超過整個城市 所有的網約車！ 這不叫競爭 這叫清場！. ...

馬斯克要把FSD 送到一個新的 地獄考場！ 就是日本！ 窄巷行人 複雜到爆的 交通標誌！ 說是測試 更像是挑戰！ 馬斯克就是要 向全世界證明 我的 FSD 不只在美國好用 在東京這種 極端複雜的環境 照樣稱王！ 但這背後 藏著一個 更狠的目標 攻破豐田本田 的心理防線！ 這就像什麼？ 就像當豐田還在 驕傲地談論 輔助駕駛的時候 馬斯克已經把 一套真正的 人工智慧大腦 直接空投到了 他們的東京 總部門口！ 這就是一場 降維打擊！ 將是2025年的 iPhone時刻！ 當年在玩實體 鍵盤的諾基亞 連反應的 時間都沒有 這次 輪到日本的 汽車巨頭們 瑟瑟發抖了嗎？. ...