In case you missed itTesla Owners Silicon Valley (@teslaownersSV):Should I Buy a Tesla?Yes1) don’t have to worry about Gas2) cost of maintenance is cheaper3) safest vehicles on the road4) the car drives itself5) the price you see is the price you pay https://t.co/WGdCLRPUTf ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚀 105 miles on FSD 14.2.1 – ONE TAP and it was over.Started from a random parking spot (not even my garage) → pulled out by itself → city streets → highway in the rain → flawless merges → arrived at destination and PARKED ITSELF perfectly between the lines. Zero interventions!I just tapped once, kicked back, and watched the Cybertruck drive AND park like it owned the place.This is the game-changer: true door-to-door with a single tap. No pulling out of the spot ...

CEO Elon Musk once described the Cybertruck as Tesla's "best ever†product. But demand for the controversial pickup truck has dried up. ...

Core Viewpoint - Lucid Group presents a high-risk, high-reward investment opportunity, with a current market cap of $4 billion compared to Tesla's valuation of over $1.2 trillion, indicating significant potential for growth if it can replicate Tesla's success [1][2]. Group 1: Market Position and Valuation - Lucid Group's stock has the potential to yield 300 times the original investment if it reaches Tesla's current size [2]. - The valuation of Lucid Group is significantly lower than Tesla, with Rivian at $18 billion and Lucid at $4 billion, highlighting the competitive landscape in the EV market [1][3]. Group 2: Business Model and Strategy - Unlike Tesla, which is valued for its diverse business model including robotaxis, Lucid is primarily focused on car manufacturing and technology licensing [3][7]. - Lucid has made strategic moves towards becoming a service provider, exemplified by a $300 million investment deal with Uber to supply 20,000 vehicles for Uber's robotaxi division [5][7]. Group 3: Financial Performance and Risks - Despite Lucid's revenue growth from nearly $0 in 2021 to over $1 billion today, shareholders have experienced a loss of more than 90% of their original investment due to share dilution [8][9]. - The company remains unprofitable and has had to issue more shares to maintain operations, which has diluted shareholder value [9][10]. Group 4: Industry Outlook - The global robotaxi market is projected to be worth between $5 trillion and $10 trillion, presenting a significant opportunity for companies like Lucid if they can successfully transition to this model [4][7]. - The EV industry has seen over 30 companies fail in the past decade, emphasizing the challenges and capital requirements for growth and profitability [10][11].

Core Insights - Tesla's market capitalization is approaching $1.3 trillion, indicating strong investor confidence and significant growth potential in the electric vehicle market [1] Company Summary - Tesla's current trading value positions it just below a $1.3 trillion market cap, reflecting its status as a leading player in the automotive and technology sectors [1]

所有人都在嘲笑 4680電池難產？ 錯了！ 你們都 看錯重點了！ Cybercab 才是 馬斯克手裡 真正的「王炸」 而不是那台 Cybertruck！ 為什麼這麼說？ 這裡面有個 頂級的 商業邏輯 叫做「降維打擊」 你想想 Cybertruck 是什麼？ 它是猛獸 它要瘋狂的加速 還要拖重物 這對電池的 要求簡直是 變態級別的 讓現在還不成熟的 4680 去驅動它 就像逼一個 剛學會走路的 嬰兒去跑 百米衝刺 肯定會摔得 鼻青臉腫！ 但是！ Cybercab 不一樣 它是城市裡 的小精靈 它不需要 狂暴的動力 只要能 穩穩地跑就行 這就像讓那個 嬰兒去公園散步 這不就輕鬆 加愉快了嗎？ Tesla很可能 用要求更低的 Robotaxi來磨合 高難度的電池工藝 所以別再盯著 Cybertruck 的產量焦慮了 明年 Q2 的 Cybercab 才是 4680 真正翻盤 的時刻！ 這波操作 你看懂了嗎？. ...

证券研究报告 核心观点 2026年乘用车总量需求维持相对稳定，预计以旧换新等补贴政策仍将延续。自主品牌市占率、新能源车渗透率趋于平缓，自主品牌和合资品牌、 燃油车和新能源车之间逐步趋于动态平衡。乘用车的结构性增长主要来自于两个方面，一是中高端市场，预计15万元+的占比将逐步提升，中高 端市场的国产替代仍在继续进行；二是随着海外设厂以及本土化车型研发，出口销量仍将保持快速增长。 乘用车整体需求稳定，高端化+出口带来边际增量 2026年智能驾驶有望进入新一轮中美共振周期，中国市场L2级智驾标准、L3级智驾试点有望逐步落地，无人配送车迎来爆发期；在特斯拉推动 下，美国市场Robotaxi有望迎来爆发式增长。汽车产业链与机器人产业链存在较强的技术及客户协同性，随着汽车行业增速放缓，多家汽车公司 开始转型机器人行业，机器人行业正逐步从导入期进入成长期，具备转型能力和转型意愿的公司更具备成长空间。 科技属性不断提升，智驾+机器人带动产业升级 重卡国内需求仍面临一定压力，随着对俄罗斯出口销量压力的释放，2026年重卡出口销量有望恢复增长；中大客车的出口有望维持快速增长， 盈利弹性主要看欧洲市场，随着欧洲新能源车大巴的渗透率 ...

🚀 105 miles on FSD 14.2.1 – ONE TAP and it was over.Started from a random parking spot (not even my garage) → pulled out by itself → city streets → highway in the rain → flawless merges → arrived at destination and PARKED ITSELF perfectly between the lines. Zero interventions!I just tapped once, kicked back, and watched the Cybertruck drive AND park like it owned the place.This is the game-changer: true door-to-door with a single tap. No pulling out of the spot yourself, no taking over to park—just enter de ...

Group 1 - The article provides a market analysis covering major technology companies including Microsoft Corporation, Alphabet Inc Class A, Amazon.com Inc, and NVIDIA Corporation [1] - It highlights the performance trends and investment opportunities within these companies, indicating a strong interest from investors in the tech sector [1] - The analysis suggests that these companies are well-positioned to capitalize on emerging market trends and technological advancements [1] Group 2 - Microsoft Corporation is noted for its robust cloud services and software solutions, which continue to drive revenue growth [1] - Alphabet Inc Class A is recognized for its dominance in digital advertising and ongoing investments in artificial intelligence [1] - Amazon.com Inc is highlighted for its e-commerce growth and expansion in cloud computing through Amazon Web Services [1] - NVIDIA Corporation is emphasized for its leadership in graphics processing units (GPUs) and its pivotal role in AI and gaming markets [1]

大家好我是大魚 馬斯克罕見承認 4680 電池的 乾式塗層 「選錯路了」 這是否意味著 Tesla 的 電池革命 宣告失敗？ 大錯特錯 事實上 真正能讓4680 起死回生的關鍵 不是剛猛的 Cybertruck 而是不起眼的 Cybercab！ 這背後隱藏著 老馬將 「科學難題」 轉化為「工程勝利」 的絕妙佈局 今天我們不談股價 只帶你深挖 這場電池 豪賭的真正底牌 大家不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週五收盤是430.17% 全天上漲了 3.59%美元 漲幅是0.84% 成交量是 3600萬股 第一部分 4680的難產真相 關於 4680 電池 那個傳說中的 「乾式塗層技術」 （Dry Cathode） 馬斯克在 股東大會上 罕見地說了心裡話 他說如果時光倒流 我可能會 先選濕式塗層 這話什麼意思？ 難道Tesla 籌備多年的 電池革命要涼了嗎？ 當然不是 但事情比我們 想的要複雜 也要精彩得多 今天我們不談 那些虛頭巴腦的 股價預測 我帶你深挖一下 Tesla 電池產線 的真實狀況 我們聊三個重點 第一 老馬為什麼後悔？ 第二 為什麼說未來的 Cybercab才是 4680 ...