大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普与马斯克冲突 的最新进展 2. Tesla达成800万辆 生产里程碑 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 第一部分 川普与马斯克冲突 的最新进展 之前马斯克在X上 发了一条贴文 暗示川普的名字出现在 与杰弗里·艾普斯坦 有关的政府文件中 艾普斯坦是谁？ 这位已故的金融家 因性犯罪丑闻 臭名昭著 还牵连了一堆名人 马斯克这条贴文一出 瞬间引爆舆论 不过 马斯克似乎也意识到 这条贴文太敏感 现在已经把它删了 这也算是息事宁人的 一种态度吧 川普的最新表态是 如果马斯克敢资助 民主党候选人 去挑战支持 大美丽法案的 共和党议员 那么马斯克 就得承担非常严重的后果 这种公开的威胁 让不少人捏了把冷汗 一个总统这样点名 威胁私人企业家 这在美国历史上 并不多见 有分析认为 川普手中还有 至少两张王牌 一是美国道路交通安全 管理局NHTSA 对特斯拉FSD的调查 二是美国证券交易委员会 对马斯克的调查 这两张牌如果打出来 估计会让马斯克 和特斯拉焦头烂额 投资者担心川普政府 可能针对Tesla 实施不 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普的最新表态 2. 马斯克会丢掉 特斯拉CEO职位吗？ 3.特斯拉机器人 项目负责人离职 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 川普的最新表态 六月六日 川普在空军一号上 接受记者访问时 表达了对马斯克的祝福 这似乎对双方的关系 有所缓和 川普在飞行途中 接受了10分钟的 媒体访问 提到多个话题 包括马斯克 这次发言不仅缓和了 双方的紧张关系 也让人看到政治 与商业的微妙交织 川普说 我希望他和特斯拉 一切顺利 我只是希望他好 这句话听起来挺大度的 特别是川普提到特斯拉 显示他对马斯克 核心事业的关注 提到白宫红色Model S 川普说我还没想过卖掉它 当被问及是否会取消 马斯克公司 与政府的合约时 川普表示 我们会检视一切 他获得很多补助 但这必须 对他和国家都公平 必须公平 川普两次强调公平 似乎另有深意 关于是否会重新开启 对马斯克公司调查 川普说 我不知道他们有任何调查 我会让他们自己去说话 我完全不知道他们 是否有调查 这种态度的中立 显示川普对有关调查的 事情并不清楚 或者也可能有意保持距离 当被问及是 ...

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. 川普与马斯克冲突 的最新进展 3.美国三大汽车制造商 拿到中国稀土许可证 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295.14% 全天上涨了10.44%美元 涨幅是3.67% 美国三大股指 纳指上涨1.23% 道指上涨1.04% 标普上涨1.02% 美国劳工部 发布了5月份的非农数据 数据高于预期 这对于美国经济来说 是一个好消息 但却让华尔街感觉很失望 他们更希望糟糕的数据 能迫使美联储尽快降息 现在经济数据不错 美联储维持利率 就更理直气壮了 下面是Tesla股票 方面的几个消息 最近 特斯拉的股价 简直像坐云霄飞车 忽上忽下 让人看得心跳加速 就在昨天 散户投资者在 这波市场波动中 净买入价值2.013%亿 美元的特斯拉股票 这简直是散户 对特斯拉的真爱告白！ 这种现象说明 不少散户看到股价大跌 就摩拳擦掌 有准备抄底的节奏 从Robinhood等 交易平台的数据看 特斯拉一直是散户 最爱交易的股票之一 所以特斯拉在 散户圈的地位 简直无人能敌 散户对特斯拉的热情 来自于对其 ...

Market Trends & Political Influence - The dispute between Trump and Musk initially caused Tesla's stock to drop by 1426% to $28470 on June 5th, but Robinhood's after-hours trading showed an 82% increase to approximately $30807, reflecting market optimism about a potential reconciliation [1] - Musk's stance is seen as challenging the excessive spending and lack of accountability in the US two-party system, with over 80% of more than 4 million voters on X supporting the idea of a new party representing the "middle 80%" [1] - If Musk creates a new political party, it could potentially split the Republican vote and complicate the political landscape [1] Tesla Production & Operations - Tesla China launched a referral program from June 5th to June 30th, 2025, offering a waiver of RMB 8000 for car body colors to buyers recommended by Tesla owners, while the referrer receives RMB 800 in Tesla credits [1] - Tesla announced plans to install a 6-megawatt rooftop solar array and an 8-megawatt-hour Megapack energy storage system at its Shanghai Megafactory, expected to be completed by the end of 2025 [2] - Tesla's Shanghai Megafactory has an annual production capacity of 10000 Megapacks, with a total energy storage capacity of 40 GWh [2] US Market Initiatives - Tesla is offering discounts on new Model Y demo vehicles in the US, with mileage between 500 and 2000 miles, and discounts ranging from $500 to $1200 depending on mileage, including Launch Series Model Y demo vehicles [2] - Tesla is providing a special financing offer of 199% interest rate for new orders of Model Y Long Range AWD, valid until June 16th, 2025, with a 15% down payment [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克与川普 冲突的时间线详解 2. 双方争议的几个重点 3.冲突事件的后续影响 关注这些话题的朋友 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284.70% 全天了下跌47.35%美元 跌幅是14.26% 美国三大股指 纳指下跌0.88% 道指下跌0.25% 标普下跌0.53% 在马斯克与川普争斗期间 特斯拉股价创下了 历史上第十糟糕的一天 作为投资者 希望大家控制好 自己的情绪 专注于基本面和长期目标 在今天这样的日子里 你投资方面经验 恐怕不会发挥太大作用 但是你刷X平台的频率 和你对贴文的 反应速度能有多快 似乎成为一个 决定性的因素 第一部分 马斯克与川普 冲突的时间线详解 美国政坛与商界 上演了一出超级大戏 这次的主角是 全球首富马斯克 和美国总统川普 两人从昔日盟友 到公开翻脸 简直比美剧 权利的游戏还精彩！ 这场冲突不仅牵涉 政策争议 还让Tesla股价暴跌 SpaceX也卷入风暴 我们就来一步步 拆解这场大战 很多人都认为冲突的起因 是马斯克对 大而美法案开炮 其实两人之间的裂痕 之前已经有过几个信号 我 ...

Rare Earth and Supply Chain - Suzuki had to halt production of its popular Swift model due to parts shortages caused by China's rare earth export restrictions [1] - Rivian's CEO pointed out the weakness of the United States in rare earth processing, emphasizing the importance of heavy rare earths for high power density motors and the challenges in establishing domestic processing capabilities [1] - Tesla announced their next-generation motors will completely eliminate the use of rare earth elements, with their Model 3 and Y powertrains already reducing heavy rare earth usage by 25% since 2017 [1] European Electric Vehicle Market - Tesla's sales in Germany decreased by 362% year-over-year in May 2025, with only 1210 vehicles sold, resulting in a market share of 281% in the electric vehicle market and 051% in the total passenger car market [1] - Tesla's sales in the UK decreased by 455% year-over-year in May 2025, with 1758 vehicles sold, while the overall UK electric vehicle market grew by 28% [1] - BYD's sales in Germany surged ninefold to 1857 vehicles, surpassing Tesla's 1210 vehicles, and doubled in the UK to 1388 vehicles [1] - Tesla's European sales challenges are attributed to supply issues related to Model Y transitions, brand image challenges related to Musk's political stances, and increased competition from Chinese and European brands [1] Amazon's Humanoid Robot Project - Amazon is developing AI software to drive humanoid robots for package delivery, aiming for autonomous navigation of complex delivery routes [1] - Amazon is building a "humanoid park" in San Francisco, California, to test robots in real-world scenarios, including obstacles like stairs and narrow passages [1] - Amazon plans to outsource robot hardware and focus on software development, potentially competing with Tesla's Optimus [1][2] - Amazon has already deployed over 750000 wheeled robots in its warehouses and introduced the Vulcan warehouse robot with tactile capabilities [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. 自动驾驶成为 关税战的新筹码！ 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 周三收盘是332.05% 全天下跌了12.22%美元 跌幅是3.55% 美国三大股指 纳指上涨0.37% 道指下跌0.21% 标普上涨0.01% 昨天马斯克在X 上 强烈批评川普的 大而美法案 用词激烈 称其为 令人作呕 的丑恶 这个批评正值Musk 刚离开川普政府不久 因此他的立场 格外引人注目 我们很关注川普 会作出怎样的反应 川普对Musk的批评 采用了冷处理的态度 白宫发言人 Karoline Leavitt 在记者会上被问到 这个问题时表示 总统已知Musk的立场 但这不会改变 川普对法案的支持 强调这是一项 大而美的法案 我们会坚持下去 过去 川普对批评 该法案的政客 都采用强硬态度 比如对参议员Rand Paul 川普就没给什么好脸色 但对Musk的批评 川普选择低调回应 这显示出 两人关系的复杂性 未来两人关系 是否会发生变化 仍然有待观察 Musk长期以来视国家 债务为生 ...

Tesla and Chinese Market - Tesla's Model 3 and Y are included in China's rural electric vehicle promotion plan, indicating government support and market expansion opportunities [1] - Tesla's China insurance registrations reached 13,060 units in the week of May 26 to June 1, with Model Y accounting for approximately 80% of sales [1] - Tesla's Q2 sales in China show a 26% increase compared to the previous quarter, but a 214% decrease year-over-year, indicating an unstable recovery [1] - China aims to have at least 20 million electric vehicles on the road by 2025, with significant investment in charging infrastructure, especially in rural areas [1] Chinese Automotive Industry Dynamics - Chinese automotive dealers are requesting manufacturers to reduce the pressure of overstocking due to intense price wars [1] - The China Federation of Industry and Commerce's Automotive Dealers Chamber indicated that dealers are facing increasing pressure from new rounds of price cuts since Q2 [1] - China is promoting electric vehicles in rural areas to address overcapacity issues, but the long-term effectiveness of this approach is questionable [1] SpaceX Developments - SpaceX released the Starlink High-Performance Kit designed for harsh environments, offering download speeds exceeding 400 Mbps with plans for gigabit speeds via software upgrade in 2026 [2] - The Starlink High-Performance Kit is priced at $1,999, with monthly plans ranging from $65/50GB to $540/2TB, targeting enterprise and mobile deployments [2] - Elon Musk estimates SpaceX's commercial revenue will surpass NASA's entire budget next year, with SpaceX's 2025 revenue reaching approximately $155 billion [2] - NASA's proposed 2026 budget is $188 billion, a decrease from $254 billion in 2025 [2]

Market Trends & Political Analysis - Elon Musk criticized Trump's "Big and Beautiful" bill, calling it a "disgusting abomination" and expressing concerns over the potential \$23 trillion increase in the US budget deficit [1] - The "Big and Beautiful" bill extends 2017 tax cuts, increases immigration enforcement and military spending, while cutting Medicaid and SNAP benefits, and raises the debt ceiling by \$4 trillion [1] - Internal divisions within the Republican Party have emerged regarding the "Big and Beautiful" bill, with some supporting Musk's criticism and others defending the bill's potential to save \$16 trillion and prioritize "America First" [1] - Trump criticized Senator Rand Paul, who opposes the bill due to concerns about increasing national debt, and faces potential resistance from other Republican senators, which could hinder the bill's passage [1] Tesla's Production & Supply Chain - Tesla is the only automotive company attempting large-scale production without relying on China, aiming to localize its supply chain by producing positive active materials, refining lithium, manufacturing cathode materials, assembling batteries, and selling cars [1] - Tesla is expanding its battery factory in Sparks, Nevada, to produce LFP batteries for Megapack energy storage products, reducing dependence on China and mitigating tariff risks [1] - Localizing the supply chain allows Tesla to better control costs and quality, giving it a competitive advantage in the market [1] Tesla's Sales Performance in Australia - Tesla's sales in Australia rebounded in May 2025, with 3,897 vehicles delivered, marking the highest record in nearly 12 months, driven by the new Model Y [2] - Model Y sales in Australia surged by 1225% year-over-year in May, accounting for over 90% of Tesla's total sales in the region [2] - Model 3 sales in Australia declined by 838% year-over-year in May, with overall sales in Australia down by 481% in the first five months of 2025, and market share dropping from over 50% to 8% [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉为何不急着 在印度建厂？ 2. 特斯拉生产经营 方面的消息 3.其他车企的消息 Hyundai Nissan Volvo 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 周二收盘是342.69% 全天了下跌3.77%美元 跌幅是1.09% 美国三大股指 纳指上涨0.64% 道指上涨0.1% 标普上涨0.42% 第一部分 特斯拉为何不急着 在印度建厂？ 印度政府最近抛出了 一个电动车激励计划！ 根据Reuters 这项政策允许 汽车公司只要在印度 投资5亿美元 来建电动车工厂 就能每年进口最多 8000辆电动车 关税将从原本的 70%或100%降到15% 这差别有多大？ 比如你买一台 35000美元的电动车 原本得付 24500美元的关税 现在只要5250美元 基本就是以前 买两辆的钱 现在可以买三辆了 政策要求车厂在 三年内开始当地生产 第五年要达到50% 的当地价值增值 确保印度能从中 获得实质的经济效益 而且这政策有可能 不只针对新工厂 印度政府还考虑让车厂 用现有工厂生产 电动车也能 纳入激励计划 这对已经 ...