大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi 扩张时间表揭晓 2. Semi卡车秀肌肉 3.Grok 4正式登场 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 Robotaxi扩张 时间表揭晓 马斯克在X上透露 这个周末（7月12-13日） 将扩大Robotaxi 的服务范围 从原本的特定区域 延伸到奥斯汀市 的更大范围 这可是个大消息！ 回顾一下 Tesla 在6月22日 在奥斯汀启动了试运行 用了大约10辆 Model Y 这些车都配备了 最新的无人驾驶技术 试运行的车辆上 都有安全监控员 坐在副驾驶座 随时准备应对 突发状况 乘客则是透过 专属应用程式预约 费用是每趟4.2%美元 不过试运行 也不是一帆风顺 有些网友拍到 Robotaxi 在路上 出了点小状况 比如开错车道 突然急煞等 美国国家公路 交通安全管理局 （NHTSA） 已经要求Tesla 交出更多资料 来解释这些问题 当然这些都是 新技术发展的必经之路 哪个新玩意儿 刚刚面试的时候 没点磨合期呢？ 尽管有这些小插曲 Tesla还是信心满满 在试运营仅三周 后就 准备在本周末 把服务范 ...

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. Musk称霸太空与AI 3.Tesla Diner 到底有多酷？ 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295.88% 全天下跌了1.93% 美元 跌幅是0.65% 美国三大股指 纳指上涨0.93% 道指上涨0.48% 标普上涨0.6% Tesla的股价全年 已经下跌超过25% 这波跌势 让不少人捏把冷汗 但RBC Capital Markets的 分析师汤姆·纳拉扬 Tom Narayan却说 别慌！ 他认为这次 卖压有点过头了 他对Tesla股票 依然给出了 优于大盘的评级 还把目标价格 从307美元 调高到319美元 暗示还有7%左右 的上涨空间 这到底是买进的好时机 还是该继续观望？ 让我们来拆解一下！ 先来看看Tesla股价 为什么跌得这么惨 2025年第二季度 Tesla的销量掉了13.5% 卖出384 122辆车 相比去年同期 可谓惨淡 全球的几个重要的市场 电动车的需求 似乎在放缓 尤其是来自中国的 竞争对手BYD和小米等 从价格功能等多个方面 对特斯拉展开攻势 ...

Tesla Stock Performance & Analyst Perspectives - Tesla's stock closed at $297.81 on Tuesday, up by 1.32% or $3.87 [2] - Wedbush analyst Dan Ives suggests a new compensation plan for Musk to grant him 25% voting rights to facilitate the xAI merger [2] - Ives also recommends setting limits on Musk's working hours at Tesla and supervising his political activities [2] - Musk responded to Ives' suggestions with "Shut up Dan," indicating his disagreement with the proposed restrictions [2] Tesla Production & Operations - A Tesla sales and service center in Houston experienced a fire on July 6, 2025, destroying two Tesla Model S vehicles; the incident is being investigated as arson [3] - Tesla's LFP battery factory in Nevada, utilizing CATL's equipment, is expected to have an annual production capacity of 10 GWh [3] - Tesla could receive $35 million per GWh in tax credits under the US 45X production tax credit policy, potentially exceeding $400 million annually with module assembly [3] Other Companies & Technologies - Waymo is conducting manual driving tests in parts of Manhattan and Brooklyn to collect data for future autonomous driving operations [3] - Rivian's 2026 Quad-Motor Launch Edition boasts 1025 horsepower and 1198 lb-ft of torque, accelerating from 0 to 60 mph in 2.5 seconds (R1T) and 2.6 seconds (R1S) [3] - Rivian's Quad-Motor Launch Edition has a range of up to 374 miles (EPA) or 400 miles in energy-saving mode and features a NACS port for Tesla Supercharger compatibility [3]

Regulatory & Policy Impacts - China's new regulation on single-pedal driving mode, effective January 1, 2026, prohibits stopping a vehicle solely by releasing the accelerator pedal, requiring brake pedal use, impacting Tesla's vehicle control logic and user experience [1] - The US federal tax credit of $7,500 is set to expire on September 30, 2025, prompting Tesla to alert customers [1] - A US manufacturing auto loan interest tax deduction policy proposed by Trump allows consumers to deduct up to $10,000 in interest on loans for US-assembled vehicles between 2025 and 2028, benefiting Tesla [1] Market Trends & Sales Performance - China's new energy vehicle sales account for over 60% of global sales, with over 30 million vehicles in use by early 2024, holding the largest global share [1] - Tesla's China insurance registrations for the week of June 30 to July 6, 2025, fell 75.8% week-over-week to 5,010 units and 22.9% year-over-year, indicating sales pressure [1] - Year-to-date, Tesla's China insurance registrations are down 5.3% compared to last year, reflecting market competition or economic factors affecting consumer confidence [1] - Statista forecasts the global electric vehicle market revenue to reach $784.2 billion in 2025, with China contributing $377.9 billion, nearly half of the total [1] Industry Challenges & Adjustments - China's electric vehicle market faces overcapacity, intense competition among hundreds of manufacturers, leading to price wars and reduced profits [1] - Porsche's IT subsidiary is cutting hundreds of jobs as part of a digital transformation and cost control strategy [2] - Honda has canceled the development of a large electric SUV, originally planned for 2027, and lowered its 2030 electric vehicle sales target from 30% to 20% due to slowing demand in the US market [2] - Other automakers like Ford, Jaguar Land Rover, and Nissan are also slowing down or canceling electric vehicle projects [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. 马斯克与川普决裂 中国生意为何岌岌可危？ 3.其他车企的消息 日产和奔驰 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 周一收盘是293.94% 全天下跌了21.41%美元 跌幅是6.79% 美国三大股指 纳指下跌0.94% 道指下跌0.95% 标普下跌0.78% 周一特斯拉股价 开盘后大跌 一度跌超8% 最终收跌在6.79% 市值蒸发大约680亿美元 这是自6月初 马斯克与川普 因大而美法案 产生争执以来 特斯拉股价遭遇的 最大单日跌幅 马斯克近期宣布 成立独立于共和党 和民主党的美国党 并公开表达对川普 推行的大而美法案的不满 导致与川普矛盾升级 引发市场担忧 投资者对马斯克 频繁涉足政治活动 感到厌倦 认为这分散了他对 特斯拉核心业务的关注 尤其是在公司销量 连续下滑 面临严峻挑战的 关键时刻 特斯拉今年以来 股价已累计下跌 大约27% 且第二季度交付量 同比下降13.5% 威廉·布莱尔（ William Blair ） 股票分析师 杰德 · 多斯海默（Jed Dorsheimer） 在周一 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克进入政坛 是投资者的噩梦？ 2. Musk的三个使命 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 马斯克进入政坛 是投资者的噩梦？ 先承认错误 上一个视频中我提到 马斯克已经在 联邦选举委员会（FEC） 注册美国党 这是一个假新闻 很抱歉给大家带来困扰 在之后制作视频的过程中 也会即时跟踪 重要事件的发展 避免类似情况再次发生 马斯克明确表示 声称他成立 美国党（America Party） 的FEC文件是假的 并且已经向FEC报告 这说明各方势力 都想在美国党这个事件中 火上浇油 这份假文件显示 地址与SpaceX的 所在地一致 并由特斯拉首席财务官 Vaibhav Taneja 担任财务主管 确实具有很强的迷惑性 FEC还没有官方声明 表明是否已采取行动 进行调查 一些分析推测 这可能是某个团体 试图利用马斯克的 知名度来吸引注意力 或是单纯的恶作剧行为 事件反映出在 社交媒体和快速新闻 循环的时代 资讯真伪辨别的 重要性 也提醒大家 在浏览重要资讯时 要多方核实来源 避免犯我今天 类似的错误 关于比特币 马斯克 ...

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]

Robotaxi Development - Tesla is expanding its Robotaxi service, currently testing in Austin, Texas, using Model Y vehicles equipped with potential LiDAR technology for mapping and calibration [2] - The company uses LiDAR to establish ground truth data for calibrating its vision system's depth perception and distance measurement, ensuring FSD system performance in specific areas [2] - Austin is considered Tesla's "ground-zero" location for Robotaxi development, allowing for concentrated calibration efforts before expanding service areas [2] Impact of the "大而美" (Great and Beautiful) Act on Battery Manufacturing - The "大而美" Act's 45X credit offers \$35 per kWh tax credit for battery cell production and \$10 per kWh for battery modules, contingent on US manufacturing and increasing domestic content requirements [2] - Tesla is building a new LFP battery factory in Nevada, expected to be completed by the end of 2025, to produce US-made LFP batteries and qualify for the 45X credit [2] - The 48E investment tax credit for energy storage systems like Megapack requires 55% domestic content by 2026, increasing to 75% by 2030, which Tesla is positioned to meet due to its US-based manufacturing of key components [2] - The company faces challenges in meeting the increasing domestic content requirements, potentially missing out on tax benefits if it continues to rely on Chinese CATL batteries or equipment [2][3] Sales and Market Performance - Tesla's UK sales rebounded in June 2025, growing by 12% with 7,891 vehicles delivered, driven by the new Model Y [3] - In Norway, Tesla sold 5,646 electric vehicles in June, a 53.8% increase year-over-year, with Model Y accounting for 88.6% of Tesla's total sales and 27.2% of all new car registrations in Norway [3] - Tesla sold over 4,500 electric vehicles in Australia in June, marking its highest record since 2025, boosted by new Model Y deliveries and incentives on Model 3 inventory [3]