Autonomous Driving Industry - Safety and Expansion - Waymo's autonomous vehicles have driven 100 million miles in fully driverless mode, with a fleet of over 1500 vehicles across multiple US cities [1] - From 2021 to March 17, 2025, Waymo's autonomous vehicles were involved in 696 accidents, with 45% being low-speed collisions [1] - Waymo claims its autonomous driving system significantly reduces accident rates for vulnerable road users, such as pedestrians (93%), cyclists (81%), and motorcyclists (86%) [1] - Tesla is rapidly expanding its Robotaxi service, with its service area in Austin growing to 42 square miles, surpassing Waymo's 37 square miles in the same city [1] - Tesla has submitted an application to begin Robotaxi services in Phoenix, Arizona, potentially challenging Waymo's largest market, which covers 315 square miles [2] Tesla's Market Strategy and Expansion - Tesla's stock closed at $31078 on Wednesday, down $612 or 193% [1] - Tesla plans to significantly increase its number of stores in Japan, from 23 currently to 50 by the end of 2026 [2] - Tesla's sales in Japan increased by 70% in the first half of 2025 compared to the same period last year, reaching approximately 4600 vehicles [2] - Tesla is planning to support the Japanese CHAdeMO charging standard and expand its charging network across Japan [2]

Tesla's AI Development (Dojo) - Tesla's Dojo 2 supercomputer is expected to be in mass production by the end of 2025, utilizing TSMC's InFO-SoW packaging technology to enhance AI training capabilities [1] - Dojo 2's computing power reaches 9 petaflops, significantly exceeding traditional supercomputer performance, achieved through integrating 25 dies into a single silicon wafer [1] - TSMC plans to introduce SoW-X technology in 2027, potentially increasing computing power by 40 times, further advancing Tesla's FSD and potentially enabling wafer-level systems comparable to data center server racks [1] - Dojo 2's mass production allows Tesla to reduce reliance on Nvidia for AI chips, potentially saving costs and accelerating the development of Level 5 autonomous driving [1] - Analysts predict Dojo 2 could add $50 billion to Tesla's market capitalization by driving Robotaxi and software sales [1] Tesla's Market Expansion and Sales - Tesla has officially opened its first showroom in Mumbai, India, with Model Y RWD starting at $69,700 (approximately 5989000 Indian Rupees) and Long Range RWD at $79,000 (approximately 6789000 Indian Rupees), including a free Wall Connector [2] - Tesla is lobbying the Indian government to reduce import taxes from 70%-100% to around 10% to lower vehicle prices and potentially import vehicles from Giga Berlin [2] - Tesla delivered 12,300 vehicles in China during the week of July 7-13, marking the highest Q3 second-week record, indicating strong demand, especially for the new Model Y [2] - In 2024, Tesla's sales in China reached 657,102 vehicles, accounting for 3973% of its global deliveries [2] Other Automotive Industry News - Chery faces scrutiny over approximately $53 million (380 million RMB) in government subsidies for environmental vehicles, with 7,663 vehicles out of 21,725 total vehicles being disqualified due to missing sales records or failure to meet mileage requirements between 2015 and 2020 [2]

Tesla Stock Performance & Musk's Statements - Tesla's stock closed up 1.08% at $316.9 on Monday [1] - Musk stated that he does not support a merger between Tesla and xAI, but hasn't ruled out Tesla investing in xAI [1] - Musk visited Tesla Diner in Los Angeles, praising it as one of the coolest places, featuring modern lighting and round seating [1] - Musk mentioned Optimus 2.5 exists and Optimus 3 will have human-level agility, despite challenges and potential delays in production [1] Robotaxi Service Expansion - Tesla expanded its Robotaxi service area in Austin by approximately 114%, from 19.7 square miles (approximately 51 square kilometers) to 42.07 square miles (approximately 109 square kilometers) [1] - The new Robotaxi service area's shape resembles an inverted T, sparking discussions and marketing success [1] - Tesla's rapid expansion of the Robotaxi service area in 17 days demonstrates its pure vision system's agility, contrasting with competitors' slower mapping processes [1] - Tesla's Robotaxi service avoids Interstate I-35 for safety [2] - Tesla Robotaxi APP updated with new features, including adjustable pick-up locations, walking directions, and the ability to change destinations after booking [2] - Robotaxi service price increased from $4.20 to $6.90 [2] The Boring Company's Vegas LOOP - The Boring Company's Vegas LOOP is open daily from 10 AM to 9 PM, serving all stations, and has transported over 3 million passengers since 2021 [2] - Vegas LOOP plans to add a station at Harry Reid International Airport and expand to Allegiant Stadium and downtown by 2026, creating a 68-mile tunnel network [2]

Tesla - 特斯拉可能在 1-2 个月内在湾区推出 Robotaxi 服务，地理围栏区域可能很大 [1] - 马斯克预告年底将有一场“最史诗级”的展示，可能涉及全新车款、现有产品升级或新技术，例如 Optimus V3 或飞行汽车 Roadster [1] - 特斯拉的技术核心可归纳为输入位流、反馈、输出位流，车辆已能做到前两步，还能生成真实世界的视频 [1] - 特斯拉拥有海量的真实世界数据，对训练 AI 模型来说是无价之宝 [1] - 特斯拉可能投资 xAI，但需经过股东投票 [1] - 特斯拉 RoboTaxi 的资本支出加上运算需求的投资负担较重，但如果 RoboTaxi 和 Optimus 机器人能带来强劲现金流，特斯拉完全有能力支撑 [1] xAI - xAI 正在打造一家多智能体 AI 软件公司，其 AI 工具 Grok 能生成数百个专门的 agent，负责编码、图像生成、视频生成和理解 [1] - xAI 的技术可能像一把利刃，帮游戏业界砍掉多余的成本，2024 年全球游戏市场规模高达 1877 亿美元，2025 年预计接近 2000 亿美元 [1] - SpaceX 将投资 20 亿美元给 xAI，这是 xAI 近期 50 亿美元股权融资的一部分，将让 xAI 与 X 平台合并后的估值高达 1130 亿美元 [1] - xAI 计划建造一个具有 1 million 个 GPU 的超级电脑，总成本可能在 250 亿至 300 亿美元之间 [2] - xAI 以全股票交易的方式收购了社交平台 X，两家公司分别估值 800 亿美元和 330 亿美元 [2]

Electric Vehicle Market Trends - Tesla's Model Y and Model 3 continue to lead the US electric vehicle market with sales of 155,000 and 97,600 units respectively in the first half of 2025 [2] - Model Y's sales surpass the total sales of non-Tesla vehicles in the top 10, highlighting Tesla's brand appeal and consumer preference [2] - Cybertruck sold 10,500 units in the first half of 2025, ranking tenth, falling short of expectations compared to F-150 Lightning's 13,029 units [2] - Rivian delivered 19,301 vehicles in the first half of 2025, but no single model ranked in the top 10 due to sales being distributed across multiple models like R1T, R1S, and EDV [2] Robotaxi Development and Expansion - Tesla is expanding its Robotaxi testing to areas outside its current geofenced service area, including Kyle, Texas, and Ranch Road 620 and 2222 in northwest Austin [2] - Tesla's Robotaxi service in Austin is primarily concentrated in a 20 square mile area around South Congress, but testing is now extending to suburban and more complex environments [2] - Waymo's service area in Austin covers approximately 37 square miles, including Hyde Park, but has not yet expanded to suburban areas like Kyle [2] - Tesla's Giga Texas factory produces over 260,000 Model Y vehicles annually (5,000 per week), significantly more than Waymo's fleet of 1,500 vehicles [2] Software Updates and New Features - Tesla released software update 202526% featuring Grok (Beta), an AI companion developed by xAI, currently available only to US Tesla owners with AMD Ryzen chips and a network connection [2] - The update includes Light Sync, which synchronizes the car's ambient lighting with music, customizable audio presets, and improvements to the dashcam viewer with zoom and playback speed adjustments [2] - Navigation now displays information about charging stations, including attendant services, parking fees, entry codes, parking restrictions, and restroom locations [2] Potential Acquisition of Unplugged Performance - Tesla community and investors are discussing the potential acquisition of Unplugged Performance, a California-based company specializing in performance upgrades and customization solutions for Tesla vehicles [3] - Unplugged Performance's UP FIT division modifies Tesla vehicles into police cars, military vehicles, and government vehicles [3] - Acquiring Unplugged Performance could allow Tesla to enter the government and commercial fleet market, accelerate the application of autonomous driving technology, and offer new products to Tesla owners [3][4]

Stock Market & Investment - Tesla's stock closed at $313.51, up 1.17% [2] - ARK Invest bought 45,761 shares of Tesla for its ARKK fund, valued at approximately $14 million, making up 9.26% of the fund [2] - ARK also purchased 13,944 shares of Tesla for its ARKW fund, valued at around $4 million, representing 6.4% of the fund [2] Electric Vehicle Market & Sales - Electric vehicles account for 96.9% of new car sales in Norway [2] - Tesla's Model Y holds 27.2% market share in Norway [2] - Tesla's June sales in Norway increased by 54% year-over-year [2] - Model Y registrations in Norway increased by 115.3% year-over-year, reaching 5,004 vehicles [2] - Model Y accounted for 5,004 out of 18,376 new cars sold in Norway in June [2] - Tesla's new car sales in Europe have declined for the fifth consecutive month, despite strong performance in Norway, Spain, and Portugal [2] Full Self-Driving (FSD) & Safety - Australia's transportation authorities are delaying the rollout of Tesla's FSD (Supervised) system [3] - Tesla's data indicates that vehicles using Autopilot, including FSD, have a lower collision rate than the US average [3] - Tesla vehicles have a fire incident rate of 1/135 million miles, compared to the US average of 1/17 million miles [3] - Road deaths in Australia have reached 1,336 in the past 12 months, a 5.2% increase from the previous year [3] Tesla Semi & Charging Infrastructure - PepsiCo is building a Tesla Semi charging station in Charlotte, North Carolina, with 18 high-power charging stalls [3] - Each charging stall will provide up to 1 megawatt of charging power, capable of charging a Semi to 70% in 30 minutes [3] - The charging station will include an 8.19 megawatt-hour energy storage system composed of Tesla Megapacks [3] - Tesla plans to invest $100 million to build nine Tesla Semi charging stations in the southwestern US [3] Energy Storage & Virtual Power Plant (VPP) - Tesla has connected 63,122 Powerwalls in Puerto Rico to create a virtual power plant (VPP) [3] - Tesla pays $1 per kilowatt-hour (kWh) to residents who join the VPP [3] - Each Powerwall in the VPP is estimated to earn $500 to $1,200 annually [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Tesla的印度首秀 2. 特斯拉生产经营 方面的消息 3.Hyundai发布新车 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的印度首秀 7月15日 孟买的班德拉库拉综合体 Bandra Kurla Complex （BKC）将迎来 Tesla的第一家展示中心 标志着这家全球知名的 电动汽车制造商 正式进入印度市场 Tesla和印度之间的 关系可不是一帆风顺 Musk早在几年前 就喊着要进军印度 但高额的进口关税 就像一道高墙 挡住了Tesla的脚步 直到最近 印度政府推出了 新的电动汽车政策 将进口关税从原本的 70%-100%降到15% 不过这是有条件的 制造商得在三年内 砸下至少5亿美元 设立本地生产工厂 问题是 Tesla目前似乎 没打算在印度建厂 所以他们可能还是 需要付标准关税 但这没能阻止 他们的步伐 Tesla已经从中国 上海工厂进口了 第一批Model Y 准备7月15日 在印度正式亮相 Tesla的第一家 展示中心选在孟买的 Bandra Kurla Complex 这可是孟买的高档商业区 ...

Tesla Stock & Shareholder Meeting - Tesla's stock closed at $309.87, up 4.73% [2] - Tesla's annual shareholder meeting is set for November 6, 2025, with key agenda items including Musk's compensation plan, voting rights, and potential collaboration with xAI [2] - Re-approval of Musk's compensation plan may require adjustments to the structure or new legal justifications to address legal challenges [2] - Discussions around Musk's 25% voting rights proposal and its impact on company strategy are expected [2] - Potential merger or collaboration between Tesla and xAI could enhance Tesla's autonomous driving and robotics projects [2] Bitcoin Holdings - Tesla holds 11,509 Bitcoins, now valued at $1.334 billion [2] - Tesla initially invested $1.5 billion in Bitcoin in 2021, acquiring approximately 39,474 Bitcoins at an average cost of $38,000 per coin [2] - A new FASB rule allows Tesla to adjust its Bitcoin holdings to a fair market value, adding $600 million in book earnings in Q4 2024 [2] Robotaxi Expansion - Tesla has contacted the Arizona Department of Transportation to initiate the certification process for Robotaxi services in Phoenix, including both driver-assisted and fully driverless modes [2] - The Arizona Department of Transportation is expected to make a final decision by the end of July 2025 [2] - Tesla is interested in promoting Robotaxi services in the Phoenix Metro area, competing with Waymo, which already offers driverless Robotaxi services [2] - Tesla is considering two potential expansion strategies for Robotaxi: focusing on dominating a single city like Austin or rapidly entering multiple cities with a smaller fleet size [2] Semi Truck Developments - thyssenkrupp tested the Tesla Semi in California, covering nearly 5,000 miles in three weeks, focusing on performance in cold weather and challenging terrain [3] - WattEV is building its sixth heavy-duty electric truck charging station at the Port of Oakland, featuring 15 240kW CCS chargers and 6 megawatt-class MCS chargers [3] - The WattEV charging station will support the MCS standard, potentially allowing for charging times closer to traditional diesel refueling [3] - WattEV plans to build 100 charging stations on the West Coast by 2035 and has a fleet including 75+ electric heavy-duty trucks, with 2 Tesla Semis currently being tested and 40 more on order [3]

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 ...