大家好我是大鱼 今天的资讯 包括下面几个消息 1. 大而美法案对Tesla 会产生怎样的影响 2. 特斯拉生产经营 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 周四收盘是315.35% 全天下跌了0.3%美元 跌幅是0.1% 美国三大股指 纳指上涨1.02% 道指上涨0.74% 标普上涨0.81% 第一部分 大而美法案对Tesla 会产生怎样的影响 美国众议院于7月3日 正式通过了川普推动的 大而美法案 该法案已于7月1日 在参议院通过 预计川普将于 7月4日签署成为法律 法案中明确规定 7500美元的新电动车 税收抵免将于 2025年9月30日 正式终止 同时二手电动车 4000美元抵免 和商用电动车7500美元 抵免也将于同日结束 由于电动车补贴 将提前终止 市场预期会在2025年 第三季度出现 购车需求的集中爆发 特斯拉在美国 可能会迎来 短期需求增长 当然这属于透支需求 四季度的销售数字 肯定就不会太好看 不过现在回头来看 Tesla今年出现的 高库存情况 正好满足这一波的需求爆发 你可能会认为 7500美元补助取消 对所有电动车企 都是打击 T ...

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. TeslaQ2交车数据出炉 3.马斯克要建 太阳能超级工厂？ 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315.65% 全天上涨了14.94% 美元 涨幅是4.97% 美国三大股指 纳指上涨0.94% 道指下跌0.02% 标普上涨0.47% 7月1日（周二） 标普500指数 出现了两年多来的 首个黄金交叉信号 即50日移动平均线 向上穿越200日 移动平均线 黄金交叉是技术分析中 一个重要的看涨信号 表示短期趋势 开始超越长期趋势 市场动能增强 其对应的看跌信号 是死亡交叉 即50日均线下穿 200日均线 自1928年以来 标普500出现 黄金交叉后 未来一年上涨 概率超过71% 平均涨幅超过10% Piper Sandler首席市场 技术分析师 克雷格 · 约翰逊（Craig Johnson） 认为此次黄金交叉 是市场健康的信号 并结合市场参与度 和广度的扩大 预期2025年下半年 股市将表现强劲 其他市场专家 也认为黄金交叉 是入场做多的良机 历史上比死亡交叉 更为可靠 以上分析 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 美国市场的潜在威胁 2. 小米会威胁到 特斯拉吗？ 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 美国市场的潜在威胁 中国汽车正在 墨西哥掀起一场革命 而且这股风暴 可能很快吹到美国 搞得底特律的 车厂老板夜不能寐！ 想像一下 你开着一辆不到2万美元 满载高科技的 中国电动车 却是在美国买的 这听起来好像 是天方夜谭对吧？ 这可能比你想的 更接近现实 我们来拆解这场 汽车界的斯普尼克时刻！ 根据CNBC报导 2023年中国就已经 成为墨西哥最大的 汽车供应国 出口额高达46亿美元 远超其他国家 2024年 中国汽车在墨西哥 卖出302837辆 占据轻型车 市场的20.2% 这可是从2017年 的0.3%一路 飙升上来的！ 根据AméricaEconomía 中国车的在 墨西哥的销售 一直保持增长 增长率2021年是103% 2022年的128.4% 虽然在2023年降到51.4% 2024年增长率降到9.8% 但这数字还是 让人瞠目结舌 墨西哥消费者 正疯狂抢购BYD Chery Zeekr Aion 和SAIC-MG的车 ...

Market Trends & Policy Impact - US Senate passed a bill including approximately 4500000000000 USD (45% trillion) in tax cuts, potentially stimulating the economy [1] - The bill initially proposed tariffs on solar and wind energy projects, which could have increased costs by 8% to 10%, but these were removed [1] - Electric vehicle subsidies, including 7500 USD for new cars, 4000 USD for used cars, and 7500 USD for commercial vehicles, are set to expire on September 30, 2025 [1] - Federal debt limit increased by 5000000000000 USD (5 trillion) [1] Company Performance & Challenges (Tesla) - Tesla's stock closed at 30071 USD, down 1695 USD or 534% [1] - Q2 delivery data is expected to be around 385000 vehicles, a 13% decrease compared to the previous year's 444000 vehicles [2] - Q1 energy storage deployments reached 104 GWh, a 153% growth [2] - Tesla's Q1 vehicle inventory reached 101000 units, indicating a potential imbalance between production and demand [2] - The termination of subsidies, political disputes, and tariff-related price increases are impacting Tesla's sales in Canada [2] Strategic Initiatives & Leadership - Tesla officially launched its Robotaxi service in Austin, Texas [2] - Omead Afshar, VP of North American and European sales and manufacturing, left Tesla [2]

Electric Vehicle Market & Government Subsidies - Tesla received a 465 million USD low-interest loan from the US Department of Energy in 2010, which was repaid in full 9 years early [2] - In 2013, Tesla earned 130 million USD from Zero Emission Vehicle (ZEV) credits [2] - Tesla's China weekly sales reached 20,680 vehicles, marking the second-highest weekly sales in 2025 and the highest in Q2 [3] - In 2024, Tesla's total sales in China were approximately 657,000 vehicles, accounting for 37% of its global sales [3] Space Exploration & Government Contracts - SpaceX received 396 million USD from NASA's Commercial Orbital Transportation Services (COTS) program in 2006 to develop the Dragon spacecraft [2] - SpaceX's Falcon 9 rocket development costs were estimated to be 4 to 10 times lower than NASA's own efforts, potentially saving the US government 40 billion USD [2] Autonomous Driving & Partnerships - Volkswagen (VW) and Uber are partnering to launch fully autonomous ID Buzz AD electric buses in Los Angeles in 2026 [3] - The ID Buzz AD is equipped with 13 cameras, 9 LiDAR radars, and 5 radars for 360-degree environmental perception, with a range of 234 miles [4]

Market Trends & Political Stance - Tesla's stock closed down 189% at $31766 on Monday [2] - Elon Musk threatens to form an "American Party" if the Senate passes Trump's "Big Beautiful Bill," which would raise the US debt ceiling by $5 trillion [2] - Musk criticizes the "Big Beautiful Bill" for potentially destroying millions of jobs and harming future industries, especially renewable energy [2] - Musk's political actions, including opposing the "Big Beautiful Bill," have caused Tesla's stock price to fluctuate [2] - Musk aims to challenge incumbent congressmen and warns those supporting the bill will face defeat in primary elections [2] Environmental Impact & Sustainability - Tesla users avoided nearly 32 million tons of CO2 emissions in 2024, a 60% increase compared to 2023 [2] - Electric vehicles have 60-70% lower emissions than gasoline vehicles over their lifecycle, with each Tesla vehicle reducing approximately 51 tons of CO2 emissions on average [2] - Tesla's battery recycling efforts in 2024 recovered enough materials to build 21000 Model Y RWD vehicles, a 136% increase from 2023, reducing new material mining needs by 30% [2] - Tesla's Supercharger network has been 100% powered by renewable energy for the fourth consecutive year [2] Production & Operations - Tesla's Full Self-Driving (FSD) (Supervised) is expanding to Europe, with potential launches in Germany, Netherlands, and Norway by the end of 2025 [3] - Samsung and Tesla are collaborating on the Mangoplah battery storage project in New South Wales, Australia, using 108 Tesla Megapacks with a total capacity of 100 MW / 400 MWh [3] - Tesla deployed over 31 GWh of energy storage products globally in 2024, including Powerwall and Megapack [3]

Automotive Industry & Software Development - German automotive industry, including 11 manufacturers and suppliers, collaborates to develop an open and standardized in-vehicle software platform to accelerate software updates and enhance vehicle intelligence [2] - The collaborative platform will support over-the-air (OTA) software updates, improving vehicle safety and user experience [2] - The modular software for autonomous driving platforms is planned for launch in 2026, providing flexibility and scalability for various car models [2] - The collaboration aims to address the slow software development criticized in the German automotive industry, fostering agile development like tech companies [2] Tesla & Electric Vehicle Charging Infrastructure - Tesla officially launches the first batch of V4 Supercharger stations in China, with a maximum charging power of 350 kW, and up to 500 kW with V4 Supercharger cabinet, supporting vehicle battery architectures from 400 V to 1000 V [2] - By June 2025, Tesla has over 2100 Supercharger stations in China, providing over 11600 charging piles, with V4 Superchargers initially deployed in Shanghai, Gansu, Zhejiang, and Chongqing [2] - Other companies like BYD (1 MW), Zeekr (1.2 MW), and Huawei (1.5 MW) are also developing high-power charging solutions [2] Robotaxi & Autonomous Driving Challenges - Tesla may face approximately 100000 lawsuits annually, potentially costing $25 billion if each lawsuit averages $250000, assuming 1 accident per vehicle every 10 years across a fleet of 1 million Robotaxis [2] - Full Self-Driving (FSD) technology needs to achieve a reliability of 99999% or higher to significantly reduce accident rates [2] - Tesla needs to navigate varying state regulations to obtain permits for fully autonomous driving, with Texas requiring permits for driverless cars from September 2025 [2] - Expanding charging infrastructure is a challenge for Tesla as the Robotaxi fleet grows, requiring more charging stations and potentially wireless charging technology [2]

大家好我是大魚 今天的資訊 包括下面幾個消息 1. 馬斯克痛批 大而美法案 2. 特斯拉LFP電池基地 即將完工！ 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： 馬斯克痛批大而美法案 最近幾天大家 最關注的恐怕就是 川普的大而美法案了 參議院於6月28日 進行程序性投票 以51票贊成 49票反對的 微弱優勢通過 正式將法案送入 全面辯論階段 雖然共和黨內部 對法案存在分歧 導致程序性投票 一度延遲 但是在川普的 斡旋和施壓下 最後終於通過了 程序性投票 參議院共和黨 目前擁有53席 最多會流失3票 若出現平手 副總統萬斯 將投下關鍵一票 川普正在給參議院 持續施壓 加快審議 力求在7月4日 美國獨立紀念日前 完成法案通過 並簽署成法 儘管目前 程序性投票已通過 且川普及共和黨 領袖都在積極推動 但法案在參議院 仍面臨激烈辯論 和黨內的分歧 而且還需要解決 與眾議院版本的差異後 才能送交總統簽署 參議院辯論 和修正案表決 可能會拖延進度 民主黨也可能持續 利用程序進行阻撓 目前情況來看 法案在7月4日前 通過仍具挑戰 但在川普強大的壓力 和共和黨微弱多數 的支持下 仍有一定可 ...

Market Trends & Competition - Toyota RAV4 narrowly surpassed Tesla Model Y to become the global best-selling car in 2024 [1] - The rise of hybrid power and market challenges are impacting the dominance of electric vehicles [1] - Ford CEO Jim Farley praised Waymo's LiDAR autonomous driving technology, considering it more reliable than Tesla FSD [1] - The competition in the autonomous driving field is intensifying [1] Technological Advancements - Neuralink's brain-computer interface allows control of Tesla Optimus robots with thoughts [1] - Neuralink technology is making new progress [1] Products & Services - JOWUA offers a 5% discount with the code BIGFISH95 on products like hidden screen storage bases, car headrests, CCS2 dual-use mobile chargers, folding electric scooters, and inflator charging kits [1] Company Focus - The channel focuses on Tesla's latest information and advancements in FSD and Dojo [1]

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. Model Y自己开到家 3.特斯拉生产经营 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323.79% 全天下跌了4.7%美元 跌幅是1.43% 美国三大股指 纳指上涨0.52% 道指上涨0.99% 标普上涨0.52% 稀土方面的消息 最近中美之间的 贸易协议取得一定进展 听起来挺振奋人心的 中国承诺加速批准 稀土的出口许可 美国则同意放宽 对部分中国商品的限制 中美这是要握手言和 准备一起做生意了吗？ 但别高兴太早 根据路透社的报导 虽然纸面上 说得天花乱坠 但实际上 中国对西方公司的 稀土出口申请审批 还是拖拖拉拉 很多公司拿到手的 磁铁勉强够 工厂用几天 是否能维持正常生产 完全没谱！ 说到受影响的企业 福特汽车 绝对是头号苦主 福特负责电动汽车 产业规划的副总裁 丽莎 · 德雷克（Lisa Drake） 说得很直白 她说福特稀土供应 只能勉强应付当下 随时得为下一批货 四处奔波 根据华尔街日报的报导 福特甚至因为稀土短缺 关闭了芝加哥的 一间工厂 虽然现在恢复运作 ...