Market Trends & Geopolitics - China's restrictions on rare earth exports have had a substantial impact, with exports of rare earth magnets plummeting 74% year-over-year in May 2025, including a 93% drop to the US [1] - The EU is prioritizing rare earth access as a core issue at the upcoming China-EU summit due to supply chain disruptions affecting European automakers [1] - Tesla employees in Germany have received internal emails indicating that FSD (Supervised version) is expected to be launched by the end of 2025 [1] - Tesla is planning to launch a Robotaxi service in Austin, Texas, in late June, initially using approximately 10 Model Y vehicles with remote operation technology [1] - Musk believes it is important to localize supply chains to mitigate geopolitical risks [2] Regulatory Landscape - The United Nations Economic Commission for Europe (UNECE) is expected to approve System-Initiated Maneuvers on highways in September 2025, potentially enabling Tesla's FSD on German highways [1] - A Texas Democratic lawmaker has requested a delay in the release of Robotaxi until September, pending the enactment of a new autonomous driving law, highlighting regulatory pressures [1] Tesla Production & Operations - Tesla's stock closed at $32216, up 003% [1] - Tesla is launching a monthly subscription Extended Service Agreement (ESA) in the US, covering repairs or replacements for up to four years or 100000 miles, with monthly fees varying by model (e,g, $50 for Model 3, $60 for Model Y, $125 for Model S, and $150 for Model X) [2] - Tesla is offering a limited-time promotion in Canada for Model 3 purchases made before June 30, 2025, including one year of free Supercharging [2]

今天的资讯 包括下面几个消息 1. 6月22日没有变化 Robotaxi来了！ 2. Robotaxi将如何重塑 未来出行 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 6月22日没有变化 Robotaxi来了！ Tesla Robotaxi 正式登陆奥斯汀！ 6月22日起 邀请使用者 将体验未来出行 根据Tesla 官方的邀请函 Robotaxi服务的 抢先体验阶段是邀请制 只有收到邀请的 幸运儿才能参与 想试试这个 未来感十足的体验？ 以下是你需要知道的 首先是营运时间 每天早上6点到午夜12点 随时可以叫车 也就是Robotaxi每天 有6个小时的休息时间 第二是服务范围 限定在奥斯汀的 地理围栏区域内 具体范围可以在 Robotaxi App里查看 所以暂时不能 叫车去机场 Tesla说这是为了 安全方面的考量 支付方式 需要在App里绑定一张 信用卡或借记卡 没绑卡就没有办法使用 现阶段只有收到邀请的人 能下载和使用 Robotaxi App 其他用户无法下载和使用 另外Tesla要求 乘客要保持礼貌 别在车上搞乱 或做出危险举动 不然可能被踢出 抢先体验计划 关于 ...

Automotive Market Trends - Canada's iZEV subsidy program, which provided up to 5,000 Canadian dollars in subsidies for electric vehicle purchases, ended on January 12, 2025, due to funding depletion, leading to a significant drop in zero-emission vehicle (ZEV) sales from 18.9% in Q4 2024 to 9.7% in Q1 2025 [1] - The Canadian government is preparing a new consumer subsidy program for electric vehicles, aiming to save consumers money and create local job opportunities, while collaborating with provinces and industry leaders [1] - Tesla faced challenges in Canada as the government froze subsidies and launched an investigation after Tesla submitted a large number of subsidy applications (approximately 8,600 vehicles, involving over 43 million Canadian dollars) in the final weekend before the iZEV program ended [1] - Canada aims for 20% of new light-duty passenger vehicle sales to be zero-emission vehicles starting in 2026, increasing annually to 100% by 2035 [1] - In May 2025, Japan's vehicle exports to the United States plummeted by 24.7%, marking the worst decline in recent years, primarily due to the U S's 25% tariffs on imported automobiles and steel [1] - Japan's overall exports to the U S also decreased by 11.1%, with total exports falling by 1.7% [1] - Toyota estimates losses of 180 billion Japanese Yen due to tariffs in April and May, while Honda anticipates full-year losses of 650 billion Japanese Yen [1] AI Chip Development - Tesla's next-generation FSD chip, AI5, is rumored to have entered the mass production stage, with potential application in Optimus robots and Tesla vehicles around December 2025 [1][2] - AI5's performance target is 2000 to 2500 TOPS (trillions of operations per second), which is 4 to 5 times the performance of the current HW4 chip (500 TOPS) [1] - AI5 is expected to be manufactured by TSMC and Samsung using the 3nm N3P process, with Samsung potentially joining production in 2026 [2] - AI5 will be paired with upgraded FSD cameras featuring Samsung's waterproof lenses with heating capabilities for improved performance in harsh weather conditions [2] - AI5 is expected to be first used in Cybercab, Tesla's fully autonomous taxi, with mass production potentially starting by the end of this year or early next year [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Tesla为何大规模招聘 是在为新车型做准备吗？ 2. 人形机器人 为什么这么火？ 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为何大规模招聘 是在为新车型做准备吗？ 根据特斯拉 官方信息 Tesla正在美国 招募9个新产品开发 工程师（NPI Engineer） 相关职位 涵盖从车辆总装 到电池制造 能量储存 甚至座椅设计的 各个领域 这些职位分布在加州 内华达州 纽约州和德州 显示出特斯拉 在多条战线上 推进新产品 把镜头转到欧洲 特斯拉的柏林超级工厂 同样也在招兵买马 巧合的是他们也正在 招募和车辆相关的 新产品开发工程师 很多网友就猜测 特斯拉的这些招聘 很有可能和今年发布的 低价车型有关 虽然现在还没 官方消息 但这绝对值得我们 继续关注 除了车辆 特斯拉在柏林也在招募 电池制造和能源储存 相关的职位 这显示出特斯拉 在能源储存方面的发展 在不断的加速 另外特斯拉还在 内华达州的Sparks 加州的Palo Alto 和Fremont等地 要招募将近100个 与Semi卡车 相关的职位 像是高压配电 资 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克的 第二份检测报告 2. 特斯拉的Robotaxi 会受到德州新法规影响？ 3.Robotaxi市场 最新动态 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322.05% 全天上涨了5.77%美元 涨幅是1.82% 美国三大股指 纳指上涨0.11% 道指下跌0.1% 标普下跌0.04% 第一部分 马斯克的 第二份检测报告 昨天他发布的是一份 尿液测试的结果 显示他对于 包括酮麻醉剂 迷幻药 可卡因等多种物质的 检测都为阴性 报告显示测试是在 2025 年6 月 11 日进行的 但这还不算完 Musk还发布了 第二份测试结果 这次是头发测试 头发测试可是一个 强大的工具 因为它可以检测过去 90 天内是否有 使用过毒品 结果呢？ 还是一干二净 什么都没有！ 这意味着 在过去三个月内 Musk 并没有使用过 任何这些毒品 这些测试结果是 Musk 对《纽约时报》 等媒体报导的 直接回应 这些媒体声称Musk 在 某些场合使用毒品 可能影响其商业决策 从科学角度看 头发测试是检测 长期毒品使用的 可靠方法 ...

Market Trends & Investment Opportunities - Tesla's stock closed down 39% at $31628 on Tuesday, with a $1285 decrease [2] - US Senate is reviewing Trump's "Big and Beautiful" bill, which could significantly reduce tax incentives for electric vehicles and clean energy investments [2] - The bill may terminate the $7500 federal tax credit for new EV purchases 180 days after enactment, and immediately end credits for non-North American manufactured leased EVs [2] - Second-hand EV tax credits of $4000 will expire 90 days after the bill's passage [2] - Clean energy tax incentives for solar and wind projects will be gradually reduced, with new projects potentially ineligible by 2028 [2] - GMC's new Sierra EV AT4 and Elevation models pose a challenge to Cybertruck, with the Elevation starting at $64500 and the AT4 offering strong off-road capabilities [3] - The 2026 Nissan Leaf is making a comeback with a range of 303 miles, supporting Tesla's Supercharger network, and an estimated starting price of $30000 [3] Company & Leadership - Musk posted a drug test report on X, dated June 11, 2025, showing negative results for multiple substances, including ketamine, cocaine, and amphetamines [2] - Media outlets are accused of exaggerating Musk's negative news to maximize clicks, while short sellers may be using these stories to create market panic and drive down stock prices [3] Financial Implications & Risks - Analysts believe that eliminating clean energy incentives could increase household energy bills by hundreds of dollars due to reduced energy supply and increased demand [2] - Cybertruck's recent sales data is not promising, with sales potentially dropping to around 2500 units per month [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克为何抛弃政治？ 2. 特斯拉生产经营 方面的消息 3.德国车企的最新消息 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 马斯克为何抛弃政治？ 6月16日至17日 创投公司 Y Combinator（YC） 在美国旧金山首次 举办的一场 免费人工智慧（AI） 创业会议 AI Startup School 旨在聚集全球顶尖的 AI领域人才 启发并培养 下一代AI创业家 不少业界大咖 都在会议上发言 马斯克也通过 远程连线方式 回答了大家 最关心的几个问题 让我们来看看这位 硅谷钢铁侠 到底在想些什么！ 马斯克在川普政府中 担任DOGE的特别顾问 试图用他的商业思维 来精简联邦政府的运作 但现实可没那么简单 官僚体系的阻力 让他吃了不少苦头 虽然取得一些成果 但远没有达到最初的目标 看来他还是应该回到 他最擅长的领域 技术创新 在这次连线中说得很直白 华盛顿是个 有趣的支线任务 但是我还是要回到 我的主线任务 那就是打造技术 这话听起来就像他在 玩一场大型RPG游戏 华盛顿只是用来换换脑子 涨涨经验 真正的BOSS战 还在科 ...

Market Trends & Competition - Tesla's stock closed up 1.17% at $329.13, while Nasdaq rose 1.38%, Dow Jones 0.76%, and S&P 0.94% [1] - Tesla's Model Y and 3 lead global BEV sales from January to April with 259,000 and 143,000 units respectively, but Chinese brands are gaining traction [1] - Xiaomi SU7's sales are close to Model 3's in the first four months, with a difference of less than 40,000 units [1] - Tesla's vehicles are priced around $40,000, while Chinese competitors like BYD Seagull start at $9,700 and Wuling Mini at $4,300 [1] Production & New Models - Tesla is expected to start producing a cheaper model, potentially named Model Q, by the end of June 2025, targeting a price below $30,000 after the $7,500 US federal tax credit [1] - The new model will utilize parts of the next-generation platform and existing platforms, aiming for cost control and increased production without building new production lines [1] - The cheaper Tesla model may be a simplified version of Model 3 or Y, potentially reducing costs by removing features like heated seats [1] - Six-seater Model Y, with a longer wheelbase, is expected to begin production at the Shanghai factory in the second half of 2025 and may feature independent second-row seats [2] Autonomous Driving & Technology - Bloomberg estimates Tesla's Robotaxi hardware costs around $400, significantly lower than Waymo's $100,000 sensor suite [1] - Tesla is projected to have 35,000 Robotaxis on the road by 2026, compared to Waymo's 2,000, providing 250 million rides annually [1] - Tesla's accident rate is 0.15 per million miles, significantly lower than Waymo's 1.16 and the US average of 3.90 [1] - Tesla has collected 3 billion miles of driving data, vastly more than Waymo's 22 million [1] - Tesla's navigation system will offer suggestions to drivers to slow down in certain areas to save energy, potentially saving X% of energy based on data from other drivers [2] - Tesla's 2025.20% software update includes more code related to Grok, adding various personality modes to the in-car AI [2] Regulatory & Operational Challenges - Stockholm's transportation department rejected Tesla's request to test FSD technology due to administrative and risk considerations [2] - Tesla has been in conflict with Swedish unions since the end of 2023, causing service delays and hindering the establishment of supercharging stations [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 全球电动车的销售趋势 2. 查马斯的最新表态 3.Tesla需要为每个城市 打造一个专属的 FSD版本吗？ 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 全球电动车的销售趋势 今年以来一直有一些传言 说电动车的热潮 正在消退 但真实数据显示出 电动车市场不仅没有放缓 还在以惊人速度狂飙！ 根据EV研究机构 Rho Motion的最新数据 2025年前五个月 全球新能源车 含纯电动与插电 式混合动力车 总销量已达到720万辆 较2024年同期 增长约28% 其中2025年5月单月 全球新能源车销量 达到惊人的160万辆 有乐观的预测认为 2025年全球总销量 将有望 突破2000万辆 占全球新车销量的 四分之一以上 这哪里是放缓 简直就是火箭升空！ 中国毫无疑问是 电动车市场的领头羊 5月单月 中国卖出了 100万辆电动车 创下历史新高 带动今年总销量 达到440万辆 增长33% 更夸张的是 5月中国新车销量中 超过50%都是新能源车！ 看来燃油车 在中国汽车市场 已经被逼到绝路上了 不断推陈出新的车型 花样繁多的 各类省补国 ...

Tesla Stock & Market Analysis - Tesla's stock price is in a battle between bulls and bears around the $400 mark, reflecting market uncertainty [1] - Analyst price targets for Tesla vary widely, from a low of 1905% to a high of $500, with an average around 30976% [1] - Bullish analysts cite the upcoming Robotaxi service as a reason for optimism, with one analyst reaffirming a $400 target price [1] - Guggenheim analysts warn of deteriorating fundamentals, giving a "sell" rating with a $175 price target [1] - Tesla's Model Y became the best-selling electric vehicle in Australia in May 2025, with 3580 units sold [1] Robotaxi Development & Regulatory Landscape - Tesla plans to launch its Robotaxi service in Austin on June 22, which is seen as a pivotal moment for the company [1] - The National Highway Traffic Safety Administration (NHTSA) is working on a regulatory framework to facilitate the commercialization of autonomous vehicles like Tesla's Cybercab [1] - China's MIIT has released draft guidelines clarifying data transfer regulations for the automotive industry, potentially accelerating the rollout of Tesla's FSD in China [1] Robotaxi Operational Range Comparison - Tesla Robotaxi's operational area in Austin covers a broader metropolitan area, including downtown and suburbs [2] - Waymo's operational area is concentrated in downtown Austin and nearby neighborhoods [2] - Tesla's wider coverage indicates a strategy to serve a broader user base and capture market share, while Waymo focuses on establishing reliability in high-demand areas [2]