Core Insights - Nvidia CEO Jensen Huang cautioned Tesla's Elon Musk about the complexities involved in semiconductor manufacturing [1][3] - Musk announced plans for an in-house chip fabrication plant to support Tesla's AI ambitions, aiming to produce up to one million chips per month [2] - Huang emphasized that building an advanced chip fab requires mastering engineering, science, and artistry, not just constructing a facility [3] Company Strategies - Musk's strategy includes diversifying and controlling the supply chain, acknowledging current partnerships with TSMC and Samsung, and hinting at potential discussions with Intel [3] - Tesla's in-house chip production aims to support next-generation AI5 processors and Dojo supercomputers [2] Market Performance - TSMC's stock closed at $286.50, down 0.94%, but rose 0.72% in after-hours trading to $288.57 [3] - TSMC shows a solid upward trajectory across short, medium, and long-term time frames according to Benzinga's Edge Stock Rankings [3]

RT Tesla Owners Silicon Valley (@teslaownersSV)EVENT TOMORROW: Tesla Los Gatos – Grand Opening📍 15500 Los Gatos Blvd, Los Gatos, CA🗓️ Saturday, November 8🕐 1:00 – 4:00 p.m.What to Expect:- Explore Tesla’s latest vehicle models- Experience Full Self-Driving (Supervised)- Enjoy an exclusive tour of Tesla’s new facility- Meet Tesla advisors and service technicians- Enjoy music, limited giveaways, and light refreshments - TOSV group photo to commemorate the openingThis new location will support local deliveries ...

特斯拉方面透露，这款纯电重卡已经过更新，效率更高，有效载荷更大，并且现在"专为自动驾驶而设 计"。 特斯拉还发布了更新后的 Tesla Semi 的新图片。可以看到，包覆式挡风玻璃的尺寸显著缩小。此外，还 有更新的前保险杠，车顶角度也更加圆润。新款Semi卡车还配备了与新款Model 3相似的全新前大灯。 外媒称，在特斯拉股东大会上，关于 Tesla Semi 的讨论并不多，但马斯克重申，这款于 2017 年发布的 车型将于明年投入量产。 来源：环球网 【环球网科技综合报道】11月8日消息，据Electrek 报道，特斯拉对其即将推出的纯电重卡Tesla Semi 进 行了设计更新，包括重新设计的底盘、新的前大灯等等。 Semi项目负责人丹·普里斯特利表示，"明年新款Semi将进行大量改进，这些改进源于试运营车队的经验 积累以及特斯拉团队的卓越创新。"（思瀚） ...

↑点击上面图片 加雪球核心交流群 ↑ 美国政府停摆进入第37天，非农数据连续第二次缺席。 宏观数据真空叠加财政僵局，市场一度恐慌。 不过，参议院民主党人提出解决方案，美股盘中情绪迅速修复，道指由跌转涨。 本周，美股科技股迎来自4月以来最惨一周。 纳指全周跌超3%，微软八连跌，以英伟达为首的八家AI龙头的市值合计蒸发约8000亿美元，AI板块单 周蒸发市值接近1万亿美元。 01 昨夜，美股突变 美股昨夜再度大幅震荡。 在非农数据连续第二次缺席的背景下，最新的11月密歇根大学消费者信心指数跌至三年来最低水平。政府停摆、物价高企，让消费者对未来经济和 个人财务都愈发悲观。 消息一出，美股盘初高开后急转直下，道指一度跌超300点。但随着"参议院民主党人或将提出结束政府停摆提案"的消息传出，市场情绪回暖，三大 指数上演V型反转。 截至收盘，道指涨0.16%，标普500涨0.13%，纳指跌0.21%。 不过，全周来看，纳指录得自4月以来最差单周表现，标普500也一度跌破50日均线，科技股的疲态依旧明显。 大型科技股多数下跌，特斯拉跌近4%，谷歌跌超2%，万得美国科技七巨头指数全周跌0.56%。 热门中概股同样承压，小鹏汽 ...

Core Points - A shareholder proposal for Tesla to invest in xAI was not approved despite receiving 1.06 billion votes in favor, as abstentions are counted as votes against [1][2] - Elon Musk has shown support for the investment, previously suggesting a $5 billion infusion, and xAI has already spent nearly $200 million on Tesla's Megapack batteries [3][4] - Tesla's board has not taken a definitive stance on the proposal, with Chair Robyn Denholm expressing uncertainty about the alignment of xAI's technology with Tesla's mission [5] Investment Context - Musk's ventures, including SpaceX, have financial ties to xAI, which is also integrated with his social networking platform X [6] - xAI is actively raising $20 billion in debt and equity to fund its infrastructure, including data centers and advanced computer chips [7]

Tesla Optimus robot dancing https://t.co/QNIy9EqQ2g ...

Alexandra great job on the Bloomberg interview. Masterful way you handled those questionsAle𝕏andra Merz 🇺🇲 (@TeslaBoomerMama):Bloomberg interview from this morning.Looking understandable a bit tired, but like what was said.You?Thanks for having me, @EdLudlow and @CarolineHydeTV, tough questions today.https://t.co/Rr2ac38mOa ...

Core Insights - Tesla's investors approved Elon Musk's $1 trillion compensation package, which is tied to ambitious operational and market value targets for the company [3][9] - Musk made extravagant predictions about Tesla's future capabilities, including advancements in its humanoid robot, Optimus, and plans for production increases [1][2] Company Performance and Future Projections - Tesla's car business is facing a second consecutive year of declining sales, but aims to increase production by approximately 50% by the end of 2026 [2] - Musk anticipates that Tesla's robot and vehicles will contribute significantly to future lunar and Martian bases [2] Compensation Package Details - Over 75% of votes were in favor of Musk's compensation package, which could allow him to become the world's first trillionaire if he meets the outlined targets [3][9] - The package is designed to increase Musk's stake in Tesla to 25% or more over the next decade [4] Production and Supply Chain Challenges - Musk acknowledged potential supply chain constraints affecting Tesla's production capabilities, indicating the need for a chip factory to support semiconductor production [5][6] - Three new products are expected to begin production next year: Optimus, the Semi truck, and the Cybercab [6] Shareholder Sentiment and Reactions - The compensation package faced opposition from some investors and proxy advisers, who expressed concerns about its size and potential dilution of shareholder value [7][12] - Tesla's board actively sought support for the package, emphasizing the necessity of Musk's leadership for the company's future [8] Market Context and Stock Performance - Following the approval of the compensation package, Tesla shares experienced a decline of up to 4.8% amid a broader market selloff, although the stock had risen 10% year-to-date prior to this [4][10] - Musk's net worth fluctuated significantly throughout the year, influenced by Tesla's stock performance and other business valuations [11][12] Additional Ventures - Shareholders showed mixed feelings regarding a proposed investment in Musk's AI venture, xAI, with a notable number of abstentions during the vote [13] - The investment proposal was non-binding, allowing the board to consider future steps based on shareholder support [14]

RT Melissa Cohoon (@MelissaCohoon)Yesterday’s Shareholder Meeting was epic. Thanks to ALL who made the journey to Giga TX and supported from afar! The Tesla Community is truly a force of nature. 🫶🏻 https://t.co/gx5gueqkNq ...

据媒体报道，马斯克11月7日在一条聊天内容中对小鹏机器人IRON 进行了评价。马斯克在聊天短信中称IRON"身材不错"，并隔空进行了点赞。"不错。整 个机器人市场将由特斯拉和中国主导。"马斯克说。与此同时，马斯克还对该机器人的女性特质表示赞赏。他表示，"西方其他的机器人企业还很弱，我对 中国的竞争对手们都很尊重，因为中国有太多聪明、努力工作的人。" 对于马斯克的评价，小鹏董事长何小鹏回应称："我很开心Elon这次股东会中的胜利，我也投了一票。另外，相信 Tesla 的机器人和 Robotaxi 都做的很 棒，期待更大的成功。"在"2025小鹏科技日"上，小鹏全新一代IRON亮相，并展示了猫步般轻盈的步态。随后，有不少网友质疑，称"感觉是个真人在努 力扮演机器人"。 11月6日上午，何小鹏在微博回应："昨天科技日上，小鹏女机器人Iron小姐姐走着猫步出场，惊艳了现场朋友，结果线上评论一半以上的人竟然都在说： 是不是女机器人里面藏了一个真人。这真的是让我们机器人团队既高兴，又哭笑不得总有人不相信这个世界变化如此快，今天早上他们强迫我拍个一镜到 底无剪辑的视频，回应一下这个质疑，希望大家辨别真假，也帮助我们澄清一下 ...