Market Sentiment - Elon Musk 警告 Bill Gates 尽快平仓其对 Tesla 持续约 8 年的空头头寸 [1] Company Focus - Tesla (TSLA) 受 Elon Musk 言论影响，市场关注其股票走势 [1]

Supply Chain Strategy - Tesla is cutting all China-made parts from U S cars to avoid unpredictable tariffs and supply risks [1] - The move is a response to COVID supply disruptions and rising US-China tensions [1] - Tesla plans to remove all China-made parts within 1-2 years [1] Battery Production - LFP batteries from CATL were especially hard to replace [1] - Tesla is building LFP batteries in the U S, with production in Nevada starting in early 2026 [1] Stock Information - The report mentions Tesla's stock ticker: $TSLA [2]

Robotics Development - Figure 公司在人形机器人领域取得进展，展示了三代人形机器人 [1] - Figure 公司在三年内完成了人形机器人的自主设计、制造和行走 [1]

RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)How did your vote go?Please use the weekend for this very short (less than 5 min) survey, it is so helpful to all other fellow shareholders.Thank you. ...

Elon Musk on the A5 chip:“This powers Tesla’s self-driving cars and Optimus robot. Collapsed two programs into one. It’s low-power, 2–3x better than Nvidia at inference, and just 10% of the cost."$TSLA https://t.co/BoYGWRJW1l ...

RT Mark Newton CMT (@MarkNewtonCMT)$TSLA pullback this week might have seemed like a breakdown to some. However, there remain important structural positives which i'll address in tonight's note@IBDinvestors @marketsurge weekly chart on $TSLA helps to put this weakness into perspective.https://t.co/XW54gpjWXm Happy Friday All ! ...

RT Ricardo Rodrigues (@ricmrodrigues)@WR4NYGov this is just TSLA Black Friday ...

Ron Baron is NOT holding back on Tesla.He says most CEOs have to be careful about future promises, except @elonmusk.@RonBaronAnalyst believes Elon will grow Tesla 5–7x in the next 10 years, and then 4–5x after that…Putting $TSLA stock at around $2,500 in a decade, and possibly 4x that! Massive conviction. 🚀 ...

🚨 Ron Baron: "I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"$TSLA https://t.co/3Ff30uUYvs ...

Market Overview - Wedbush views the tech sell-off as a short-lived "mini panic" and a buying opportunity, not the end of the AI boom [1] - The tech sector is expected to experience a major rally into year-end [1] AI Spending & Investment - Big Tech is expected to ramp up AI spending significantly [1] - Capital expenditure (capex) related to AI could potentially reach $550 billion to $600 billion by 2026 [1] Investment Stance - Wedbush is firmly bullish on tech stocks [1] - Investors are expected to capitalize on the AI Revolution and its derivative effects across consumer and enterprise sectors [1]