三季度特斯拉营收由前季降12%转为增12%，汽车收入近两年新高；"卖碳"收入连降五季至两年新低；储能业务收入增44%、毛利11亿美元再创新高； 韩国成公司第三大市场，在中欧推出监控版FSD待监管批准；Cybercab、Semi和Megapack 3拟明年量产；仍未提供产量指引。CFO称关税和竞争是 两大阻力。马斯克称或一季度发布Optimus 3，它将成为不可思议的外科医生；三星和台积电都将参与设计AI 5芯片。特斯拉盘后曾跌超4%。 特斯拉三季度营收一扫前一季两位数大跌的颓势，同比两位数大增，而每股收益（EPS）的同比降幅扩大到30%以上，比华尔街预计的下滑更严重，体 现了特朗普政府提高关税、特斯拉推出新车型、开发人工智能（AI）项目等研发投入增加的影响。 和二季度财报一样，本次财报特斯拉也未披露有关产量或销量方面的业绩指引，重申很难衡量关税等贸易政策对供应链、成本和需求的影响。特斯拉 称，无人驾驶出租车Robotaxi的专属产品Cybercab、Semi卡车、上月发布的新版储能系统Megapack 3均计划明年开始量产。 特斯拉的首席财务官（CFO）Vaibhav Taneja在业绩电话会上称，三季度关税 ...

【奔驰大规模裁员目标 3 万人离职，资深管理人员最高可获 50 万欧元补偿金】 10 月 22 日消息， 据报道，梅赛德斯 - 奔驰近日正在实施其有史以来最大规模的裁员计划。截至目前，已有约 4000 名员工接受遣散方案离职，其中资深管理人员最高可获得 50 万欧元的补偿金。补偿金额度采用梯度 设计，与职级、工龄直接挂钩，特别设置了"加速奖金"激励员工尽早决策。奔驰内部一名人士证实了 裁员的真实性，并表示裁员是基于双方自愿原则，进入 10 月份已有员工拿大礼包后主动离职。奔驰 首席执行官康林松曾称希望这份优厚的离职补偿能够鼓励约 3 万名员工自愿离职。（第一财经） 完整早报音频，请点击标题下方小耳机收听 【宇树科技决定更名】 10 月 21 日，宇树科技 IPO 辅导机构中信证券近日提交了"辅导工作进展情 况报告（第一期）"。报告透露，宇树科技 2025 年第五次临时股东会审议通过了《关于公司更名的 议案》，决定公司更名为"宇树科技股份有限公司"（此前为"杭州宇树科技股份有限公司"），目前正 在办理相关工商登记变更程序。报告在谈及"目前仍存在的主要问题及解决方案"时透露，辅导工作小 组会同宇树科技管理层结合行 ...

格隆汇10月23日｜特斯拉(TSLA.US)盘后一度跌近5%，目前跌3.66%报422.9美元。特斯拉第三季度营收 281亿美元，同比增长12%，预估263.6亿美元；三季度调整后净利润17.7亿美元，同比下降29%，二季 度同比下降23%；第三季度每股收益0.39美元，上年同期0.62美元；第三季度调整后每股收益0.5美元， 上年同期0.72美元，预估0.54美元；第三季度毛利率18％，预估17.2％；第三季度自由现金流39.9亿美 元，预估12.5亿美元。 特斯拉表示，Cybercab、特斯拉半挂式电动卡车（Tesla Semi）及Megapack 3按计划将于2026年启动量 产，Optimus首代产线正为规模化生产进行安装部署。特斯拉CEO马斯克表示，三星电子将和台积电一 道生产特斯拉AI5芯片 ...

美股正面临财报季的考验。 受净利润不及预期影响，北京时间10月23日凌晨，特斯拉股价在美股盘后交易中直线跳水，一度大跌近 5%。特斯拉发布的财报显示，公司三季度营收增长12%，超出市场预期；但营业利润同比大幅下降 40%，不及市场预期。 在稍后举行的财报会议上，特斯拉CEO马斯克表示，台积电和三星都将参与设计特斯拉AI5芯片。他还 透露，计划一季度将发布下一版"擎天柱"（Optimus）。 隔夜美股市场方面，三大指数全线收跌，道指跌0.71%，标普500指数跌0.53%，纳指跌0.93%。其中， 受财报业绩不及预期影响，美国流媒体奈飞暴跌超10%，美国芯片巨头德州仪器大跌超5%，并拖累了 整个半导体板块，安森美大跌近6%，AMD跌超3%，美光科技跌约2%。有分析指出，随着财报季扩大 到更多公司与行业，市场可能担忧管理层的未来业绩指引疲软。 特斯拉直线跳水 北京时间10月23日凌晨，特斯拉公布了2025年第三季度财务业绩，其中显示，特斯拉第三季度实现营收 280.95亿美元，同比增长12%，高于分析师预期的263.6亿美元；营业利润为16.24亿美元，同比大幅下 降40%，不及分析师预期的16.5亿美元；经调整 ...

If you own Tesla stock, please vote your shares in line with the Board’s recommendations for all proposals.For voting support:Shareholders+1 (877) 717-3936 (U.S. and Canada)+1 (412) 232-3651 (International)Banks and Brokers+1 (212) 750-5833We need to make sure @elonmusk has majority share. ...

奔驰实施大规模裁员计划 娃小智董事长首次直播露面 宇树科技更名为"宇树科技股份有限公司" 猪肉价格连降10周 特朗普向特朗普政府索赔2.3亿美元 于东来称收费进行"个人分享交流"：每月一次，时长约3小时，费用50万元 冰岛首次发现蚊子，颠覆该国是"全球唯一无蚊国"固有认知 据报道，冰岛自然历史研究所正式确认，在该国境内首次发现蚊子，颠覆了外界认为冰岛是"全球唯一无蚊国"的固有认知。报道称，当地昆虫爱好者哈尔 塔森在其社交媒体上分享了这一关键发现。10月16日晚，哈尔塔森在诱捕昆虫的陷阱中先后发现3只疑似蚊子的昆虫，并立即将其送往冰岛自然历史研究 所。经研究所昆虫学家马蒂亚斯松确认，这3只昆虫属于"环跗脉毛蚊"。 马蒂亚斯松强调，这一发现具有重大意义，"这是冰岛首次确认有蚊子在户外活动"。尽管此前偶尔会在飞往冰岛的航班上发现个别蚊子，但从未在户外环 境中检测到其踪迹。有关蚊子的来源，哈尔塔森推测："它们可能来自距离我约6公里远的一处工业区，那里常年有货物通过船只和集装箱进行跨国运输， 它们大概率是通过这种方式被带入冰岛的。"（环球网） 李佳琦回应一夜之间赔了20亿 近日，社交平台上很多网友发帖称"双十一李佳琦赔 ...

In case you missed my update on Standard Range Model YTesla Owners Silicon Valley (@teslaownersSV):New affordable Tesla Model Y standard rangeI walk you through all of the major changes https://t.co/2IDnM41ib0 ...

Core Insights - Tesla is positioning itself as an AI company, focusing on real-world applications of AI, including self-driving cars and humanoid robots [1][2] - The company reported record high electric vehicle deliveries in Q3, indicating strong demand [1] - Elon Musk emphasized the potential of Tesla's full self-driving (FSD) technology, which has reached 12% adoption among its vehicle fleet, suggesting significant growth potential [3][7] Group 1: AI and Future Growth - Musk believes Tesla is at a "critical inflection point" as it shifts towards AI applications [1][7] - The humanoid robot, Optimus, is seen as a major growth driver, with expectations for a new version to be unveiled in Q1 [8] - Musk predicts that the FSD technology will create a "shock wave" in transportation, enhancing the appeal of Tesla vehicles [3][7] Group 2: Financial Performance and Market Reaction - Tesla's shares fell approximately 3% in after-hours trading following the earnings call, attributed to higher restructuring costs and AI investments [9] - Despite the drop, Tesla's stock had increased about 9% for 2025 prior to the earnings announcement [9] - The company is facing scrutiny over a proposed pay package for Musk, with a vote scheduled for early next month [5][10]

2)市场整体流动性宽松下，资金在成长板块轮动，产业化加速趋势下，有望重回科技成长配置主线。 本周事件：特斯拉10月底三季报业绩会及11月初股东大会有望成为市场观测Optimus进展的重要事件节 点： 9月15日，特斯拉宣布将于10月下旬举办2025Q3业绩会，11月6日举办2025年股东大会。马斯克表示， 特斯拉正在"努力"扩大Optimus的生产规模。 10月16日，智元机器人与均普智能在宁波联合举办智元精灵G2线下全球首发暨投产仪式。作为全球工 业级交互式具身作业机器人标杆，智元精灵G2首次线下公开亮相，并同步开启与均胜电子(600699.SH) 过亿元采购合同的首批交付商用；优必选(09880)中标"广西具身智能数据采集及测试中心设备采购及安 装"项目，订单金额达1.26亿元。根据项目规划，本次采购涵盖优必选最新款可自主换电的全自主具身 智能人形机器人Walker S2。该订单计划于合同签署后于2025年内完成交付。仅优必选Walker系列人形 机器人全年已获得超6.3亿元订单。 风险提示 技术迭代与产业化进度不及预期风险；供应链依赖与成本波动风险；市场竞争加剧与估值波动风险；政 策变动与国际贸易环境风 ...

Market Overview - Netflix and Texas Instruments reported weak performance, exacerbated by escalating global trade tensions, dampening risk appetite. The sell-off in "momentum stocks" continues, with the Nasdaq leading declines among major U.S. indices [1] - The 10-year U.S. Treasury yield fell for the third consecutive day, down 0.58 basis points. The dollar ended a three-day rise, initially gaining before dropping 0.36% from its daily high. Bitcoin retraced all gains from the previous day, falling below the $108,000 support level [1] - Gold experienced significant volatility, dipping close to $4,000 before fluctuating widely, with a daily range of 3.7%. Silver also declined but found support at $48 [1] Key Company News - Tesla's Q3 revenue rebounded significantly due to the expiration of tax credits, but earnings fell 31% due to tariff impacts exceeding $400 million. The company reported a 12% increase in revenue compared to the previous quarter, with automotive revenue reaching a two-year high [2][17] - SAP, Europe's largest software company, reported Q3 cloud revenue below expectations, leading to a 4% drop in stock price post-announcement. The company maintained its growth outlook for 2025, expecting cloud revenue at the lower end of its guidance [3][18] - IBM's Red Hat business growth has slowed, causing investor concerns and a 5% drop in stock price after the earnings report, despite overall revenue and EPS exceeding expectations [4][18] - Wall Street is experiencing its strongest earnings season in four years, with 85% of S&P 500 companies exceeding profit expectations, the highest ratio since 2021 [5][19] Industry Insights - The secondary lending market is facing turmoil, with PrimaLend filing for bankruptcy, highlighting pressures in the low-income consumer sector [19] - Gold ETF holdings reached a three-year high, following a significant drop in gold prices, attributed to a crowded long position among traders leading to a technical sell-off [20] - The U.S. Federal Reserve is considering reducing bank capital requirements from 19% to a minimum of 3%, which could significantly impact large banks' capital levels [22] - The Chinese stock market is expected to enter a prolonged upward phase, with key indices projected to rise by 30% by the end of 2027, driven by earnings growth and potential revaluation [25]