大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉二季交付预测 2. Robotaxi最新进展 3.Uber在自驾车 市场的新动作 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 特斯拉二季交付预测 7月2日也就是下周三 Tesla将公布第二季 交车数据 这可是市场瞩目的焦点！ 不过最新预测显示 这个数字可能会 不太好看 华尔街普遍预测 Tesla二季度的交付量 在397000辆左右 同比下降11% 更悲观的分析师预测 是在375000辆左右 较去年同期下降16% 有可能比第一季度的 表现还要差 一季度交付337000辆 同比下降13% 如果下降的趋势延续 说明特斯拉的市场需求 可能正在放缓 为什么会这样？ 第一季的低迷 已经让市场震惊 当时交付量远低于 预期的377590辆 导致股价一度下挫 当时有分析师认为 Model Y的产线更新 导致生产中断 是一季度交付 下降的主因之一 但这似乎也无法 完全解释需求的疲软 市场竞争加剧 消费者对价格的敏感 以及对品牌形象的争议 可能都在拖 Tesla的后腿 如果第二季的预测 已经让你皱眉 那全年的展望 可能会更让人头大 华尔街 ...

內容簡介： 🔹 特斯拉股票新高峰！🚀 特斯拉股價穩步上揚，Benchmark將目標價上調至475美元，力挺「買入」評級！德州奧斯汀的Robotaxi試運行開啟，雖然僅10-20輛車，謹慎策略卻贏得市場信心！新法規即將上路，助特斯拉擴展自動駕駛版圖，2025年首選股非它莫屬！想知道特斯拉的未來潛力？快來看看！📈 🔹 馬斯克心腹離職震驚業界！😱 特斯拉元老級高管Omead Afshar突然離職，背後原因成謎！從Model 3「生產地獄」到奧斯汀工廠建設，他是馬斯克的左膀右臂。如今高層頻繁變動，特斯拉轉型AI與自動駕駛的關鍵時刻，誰將接棒？朱晓彤能否穩住大局？精彩分析別錯過！🔍 🔹 小米YU7挑戰Model Y！⚡️ 小米YU7上市3分鐘狂收20萬訂單，定價比Model Y便宜1萬，續航835公里完勝！搭載HyperVision智慧駕駛與Nvidia Thor芯片，科技感爆棚！雷軍自信無內耗，SU7與YU7如何共存？這場電動車大戰誰將勝出？快來評論你的看法！🚗 🔹 想掌握最新財經與科技動態？🔔 從特斯拉的自動駕駛布局到小米電動車的崛起，這集影片帶你直擊市場熱點！點讚、訂閱大魚頻道，獲取更多即時資訊！你的支持是我最大 ...

Market Trends & Dynamics - European car market new car registrations slightly decreased by 0.6% in the first half of 2025 [1] - Electric vehicle sales in Europe surged by 25%, reaching a 15.4% market share [1] - Hybrid vehicles are gaining popularity in Europe, accounting for 35.1% of the market [1] - New energy vehicle sales in Spain increased dramatically by 79% [1] - Chinese brand SAIC Motor has surpassed Tesla in sales [1] Tesla Developments - Tesla Robotaxi's "critical disengagements" are sparking online debate [1] - FSD technology experiences a serious intervention approximately once every 1,500 miles, indicating potential for improvement [1] - Tesla Semi production is accelerating with GROB Systems equipment arriving at the Nevada Giga Semi factory [1] - Tesla aims for trial production of the Semi by the end of 2025 and mass production by 2026, targeting an annual capacity of 50,000 units [1] Other - JOWUA offers a 5% discount with the code BIGFISH95 [1]

Tesla's Autonomous Driving and Robotaxi - Tesla's Robotaxi testing in Austin faced issues like driving in reverse and sudden braking, but no accidents occurred [2] - Piper Sandler analysts believe Tesla's autonomous driving software gives it a competitive edge, potentially dominating the market and transforming the automotive industry [2] - Piper Sandler predicts autonomous driving will reduce vehicle sales, increase fleet utilization, and shift Tesla to a service-based revenue model [2] - Tesla's FSD expansion and potential favorable policies could solidify its autonomous driving leadership [2] Regulatory and Policy Landscape - The Alliance for Automotive Innovation criticized NHTSA's outdated regulations, hindering innovation and autonomous vehicle development [2] - The Alliance called for NHTSA reforms, including revising rules on automatic emergency braking and allowing easier deployment of driverless vehicles [2] Optimus Robot Development - Tesla plans to produce approximately 5,000 Optimus robots in 2025 and aims for 50,000 in 2026 [2] - Optimus V3 will integrate Grok, enhancing user interaction [2] - Goldman Sachs estimates the humanoid robot market could reach $154 billion by 2035 [2] BYD's Production Slowdown - BYD is slowing production due to high inventory levels and reduced demand, with production growth slowing to 13% and 02% in April and May [3] - BYD's average production in April and May was 29% lower than in Q4 2024, with dealer inventory exceeding industry averages [3] - Chinese regulators are scrutinizing the price war in the automotive industry, as it has squeezed profits for suppliers, manufacturers, and dealers [3]

Automotive Market Trends - US new car market under $30,000 saw a decrease of approximately 15% in listings since March due to tariff concerns [1] - US used car market is experiencing scarcity of 3-4 year old vehicles and those under $20,000 due to reduced new car production during 2020-2022 [1] - Hybrid car sales increased by 43% in 2025, driven by demand for fuel-efficient vehicles [1] Chinese Automotive Industry Practices - Chinese automotive industry is using a government-supported gray market to register new cars as used for export, inflating sales figures and clearing domestic inventory [1] - Local governments in at least 20 regions in China are supporting the export of "zero-kilometer" used cars to boost GDP and employment figures [1] - China's automotive export volume reached 5859000 vehicles in 2024, a 193% year-on-year increase, but is projected to grow only 58% to 6200000 vehicles in 2025 [1] Robotaxi and Ride-Sharing Industry - Uber is collaborating with Waymo and other autonomous driving companies to integrate Robotaxi services into its platform [2][3] - Waymo's Waymo One service has provided over 10 million paid rides, with a growth of over 50% in the last six months [3] - Tesla's Robotaxi service has launched in Austin, using Model Y vehicles, with Musk predicting a significant change in Tesla's financial performance by the end of 2025 [3] Challenges and Risks - The practice of selling new cars as used is facing increasing trade barriers, with the US and EU imposing tariffs on Chinese electric vehicles [1] - Some Chinese car companies are facing financial difficulties due to price wars and are resorting to selling cars below cost [1] - Uber faces a dilemma of potentially harming its driver base by adopting autonomous driving technology [3]

內容簡介： 🔹 NHTSA盯上Robotaxi，特斯拉如何應對？ 🚗 大家好，我是大魚！這期影片帶來Tesla最新動態！NHTSA因Robotaxi在奧斯汀的違規影片展開調查，超速、錯道等問題引發熱議。別慌，這只是例行檢查，Waymo、Cruise、Zoox也曾被盯上！Tesla會靠OTA更新修復問題嗎？Robotaxi計畫會受影響？快來了解真相！💡 🔹 傳統媒體碰壁，特斯拉社群展現團結！ 🛑 Robotaxi發布會上，傳統媒體被拒之門外，粉絲冷回：「你們錯過機會了！」特斯拉社群對媒體偏見說不，形成「團結牆壁」。X平台成資訊主場，媒體影響力漸弱！這場技術盛會背後，隱藏的媒體生態轉型，你怎麼看？📱 🔹 中國市場挑戰與Robotaxi前景！ 📉 Tesla中國銷量本週13,800輛，雖亮眼但下滑11%。價格戰與競爭加劇讓市場風雲變幻，分析師預測行業洗牌即將來臨！投資者焦點轉向Robotaxi，擴張速度將決定Tesla未來！這場豪賭能成致勝王牌嗎？🚀 🔹 Opticaster：Powerwall的超智能大腦！ ⚡️ Tesla推出Opticaster，用AI優化能源管理！它預測用電需求、電價，自動調節Powerwa ...

大家好我是大魚 今天的資訊 包括下面幾個消息 1. 投資市場新聞 2. Robotaxi 垂直整合的威力 3.Tesla 2170 電池升級了？ 關注這些領域的朋友 不要錯過 今天重要的內容 OK let‘s go 先說特斯拉的股票 週一收盤是348.68% 全天上漲了26.52%美元 漲幅是8.23% 美國三大股指 納指上漲0.98% 道指上漲0.89% 標普上漲0.96% 顯然投資者對 Robotaxi 的發布的效果 印象深刻 不過這也說明 之前確實有不少人 對Robotaxi是否能 準時成功的發布 持有一定的懷疑態度 好像只有等到Robotaxi 真的在奧斯汀的 道路上行駛 他們才會相信 馬斯克說的話 即便幾個月以來 網上已經有數千個視頻 顯示出FSD在不斷的進步 Robotaxi的發布 讓看跌者感到意外 他們從未想過Tesla 真的會推出任何規模的 Robotaxi服務 不過說實話 一部分樂觀的看漲者 也會感到失望 他們也沒有想到Robotaxi 的推出規模會 真的只有二三十輛 而且受到地理圍欄 安全控制員等 多種的限制或控制 不過現在對 多空雙方來說 這些都不重要了 接下來大家 最關注的焦點是 Ro ...

FSD (Full Self-Driving) Updates and Development - Tesla's FSD software updates have slowed down, but this is likely due to the company focusing on internal testing and validation of the next major version, FSD v14 [1] - FSD v14 will incorporate audio information to detect emergency vehicle sirens and potentially react to car horns and tire squeals, enhancing its perception capabilities [1] - FSD v14 will also introduce auto-regressive transformers to improve the prediction of other road users' behavior, which is crucial for unsupervised operation and Robotaxi deployment [1] - Tesla is optimizing the interface for Robotaxi, including new ride experience features, indicating a shift in focus towards operational readiness, safety validation, and infrastructure development [1] Robotaxi Safety and Market Potential - Data suggests that autonomous driving is safer than human driving in many situations, as human error is a major cause of accidents [1] - A 2024 study (Nature Communications) analyzing 2,100 autonomous vehicle accidents and 35,113 human-driven accidents found that autonomous vehicles have a lower accident rate in similar scenarios [1] - FSD systems use deep learning technology and data from millions of Tesla vehicles to learn how to handle various road conditions, processing information faster and without fatigue compared to human drivers [1] - The autonomous ride-hailing market is still in its early stages, with Waymo operating in only six cities and planning to increase its fleet to 2,500 vehicles by the end of 2025 [2] - Tesla's Cybercab aims to produce 2 million vehicles per year, and many existing Tesla owners will be able to upgrade their cars to Robotaxis via software updates, potentially creating a massive fleet [2] Robotaxi Challenges and Future Improvements - Robotaxi operations may be suspended in severe weather conditions, but Tesla is working on optimizing FSD models to handle rain, snow, and other adverse weather conditions [2] - While accidents involving Robotaxis may occur, the overall safety record is more important, and Tesla is prioritizing safety with features like safety drivers who can take control when needed [2] - Robotaxis have the potential to reduce traffic congestion by replacing private cars, especially in densely populated cities, and by dynamically allocating vehicles based on real-time demand [2]

今天的资讯 包括下面几个消息 1. Robotaxi正式发布 2. Robotaxi误解谣言 各个击破 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正式发布 Tesla的Robotaxi服务 于2025年6月22日 在奥斯汀正式启动 运营时间为每天 6: 00 am至 12: 00 am 首批试乘于当地时间 22日下午的2点开始 本次启动仅邀请 特定人士参与 主要包括Tesla的投资人 科技媒体以及 社交媒体影响者 车辆为2025款Model Y 数量约10至20辆 服务区域为奥斯汀 南部的一小部分 大约是30分钟 的车程范围 属于地理围栏 （geofenced）区域之内 确保初期运营的安全性 每趟车费固定收费 为4.20%美元 系统不接受小费 采取固定费率制 对马斯克而言 420的特殊意义 更多是作为 大麻文化的幽默符号 作用还是为了吸引关注 或者就是展现他 不拘一格的个性 之前马斯克公开使用 420的次数 至少有2次 一次是2018年 特斯拉私有化的推文中 另外一次是2022年 Twitter收购报价 这些行为反映了马斯克 善于利用流行文化 来制造热点话 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Tesla如何征服印度？ 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 第一部分 Tesla如何征服印度？ 根据彭博社的最新报导 Tesla将在7月中旬 于孟买开设第一间展厅 紧接着在 新德里再开一家 而更酷的是 首批Model Y后轮驱动版 已经从中国上海的 超级工厂运到印度 这意味着 印度街头很快就能 看到Tesla的电动车了！ 其实Tesla进军 印度的故事可以 追溯到2015年 那年Musk和印度总理 Narendra Modi 在加州Fremont工厂见面 两人聊得很火热 当时感觉好像Tesla 很快就能在印度开卖 但现实总是骨感的 印度对进口车征收 高达110%的关税 这让Tesla的车价 在印度变成天文数字 谁买得起啊？ 这几年 Musk和Modi 有过多次会面 包括2025年2月 在美国的一次会谈 终于促成了突破 之前一直有传言说 Tesla会从德国柏林 的超级工厂出口车辆到印度 但最终 Tesla选择了 上海的工厂 为什么？ 上海超级工厂可是 Tesla的全球生产重镇 这座工厂年产能 ...