大家好我是大魚 華爾街 傳奇投資人 Ron Baron 公開對著馬斯克說 永遠不離不棄 這句看似溫情的 互捧背後 是Baron一個 讓所有空頭 閉嘴的瘋狂預言 未來十年 Tesla股價 將達到$2 500 美元 市值高達 8.3% 萬億！ 馬斯克在 這場對談中 親手揭開了 這個非人類 估值的驚人劇本 他要同時 顛覆機器人 AGI 和人類文明 的基礎設施 如果你想知道 這趟駛向 8.3% 萬億的 飛船到底在賭什麼 就不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週五收盤是404.35% 全天上漲了 2.36%美元 漲幅是0.59% 成交量是 1.04%億股 第一部分 Musk的真朋友 各位老鐵 什麼叫真朋友？ 用馬斯克 自己的話說 真正的朋友 是在你窮途末路 眾叛親離時 還願意 支持你的人 就在剛剛結束的 Baron投資年會上 他就公開對著 華爾街傳奇投資人 Ron Baron 說 Ron 你就是那個人 這可不是隨便 的商業互捧 就舉一個例子 你就能感受到 Baron對 馬斯克的支持 當年Baron 和馬斯克 一起投資了Twitter/X 他投入了1億美元 其中有基金的 6000萬美元 他個人 ...

Core Insights - Michael Burry, known for his successful prediction of the 2008 financial crisis, has made numerous forecasts about market collapses from 2017 to 2023, which have largely not materialized as he anticipated [1][2][3][31] - Despite his sharp insights into systemic risks, Burry's predictions often failed to align with market momentum, leading to significant missed opportunities and losses [3][31][32] Group 1: Predictions and Market Responses - In January 2017, Burry warned of a global financial meltdown and potential World War III due to overleveraged debt markets, but the S&P 500 rose 19% over the following year [5][6] - By September 2019, he compared the rise of index funds to the CDOs that contributed to the 2008 crisis, yet the market continued to rally, with the S&P 500 increasing by 28% that year [7][8] - In December 2020, Burry took a $530 million short position against Tesla, calling its valuation "ridiculous," but the stock doubled in value shortly after [9][11] - In January 2021, he reiterated his bearish stance on Tesla, which continued to rise, leading to significant losses for his position [12][13] - During the GameStop frenzy in January 2021, Burry cautioned against the sustainability of such rallies, only to see the stock surge another 1,000% shortly after [14][15] - In February 2021, he described the stock market as "dancing on a knife's edge," predicting a recession, but the S&P 500 continued to climb [16][17] - Burry's warnings about Bitcoin in February 2021, predicting inflation would destroy its value, were contradicted by Bitcoin's subsequent rise to new highs [18][19] - He labeled Robinhood a "dangerous casino" in February 2021, but the platform's user growth and stock price continued to soar [21][22] - In June 2021, Burry predicted the "mother of all crashes," yet the S&P 500 rose 15% year-to-date, demonstrating market resilience [25][26] - In September 2022, amid a bear market, Burry forecasted more stock failures, but the market rebounded sharply by the end of the year [27][28] - His largest bet came in August 2023, with a $1.6 billion wager against the S&P 500 and Nasdaq 100, which ultimately expired worthless as the market advanced [28][29] Group 2: Analysis of Burry's Approach - Burry's predictions often highlighted real vulnerabilities in the market, such as inflation and speculative bubbles, but his timing consistently faltered [31][32] - The missed opportunities resulting from following Burry's signals amounted to trillions in market cap gains for retail investors [33] - Burry's legacy serves as a reminder that even the most astute analysts can misjudge market dynamics, emphasizing the importance of timing in investment strategies [34]

Core Viewpoint - Elon Musk plans to launch solar AI satellites with a capacity of 100 gigawatts annually, aiming to provide low-cost power for large-scale AI operations [1] Group 1: Solar AI Satellite Initiative - The initiative involves sending 100 gigawatts of solar AI satellites into orbit each year [1] - This plan could potentially supply about 25% of the annual electricity load in the United States, which is approximately 460 gigawatts [1] - A detailed implementation plan has been developed, marking a significant breakthrough in energy supply [1] Group 2: Implications for Companies - If successful, this initiative could greatly benefit SpaceX's Starlink program and Tesla's energy business [1]

Group 1: Tesla's Supply Chain Strategy - Tesla is implementing a significant supply chain overhaul, requiring suppliers to exclude China-made components for its U.S.-manufactured vehicles and aims to transition all other components outside of China within the next one to two years due to escalating geopolitical tensions [3][10]. Group 2: Energy Sector Developments - The U.S. has cleared the way for non-Russian entities to bid on Lukoil's international assets, including its ISAB refinery in Italy, signaling a move to reduce Russian energy influence in global markets [4][10]. Group 3: Google’s Investment in India - Google is poised to significantly increase its investment in India, with plans to elevate its data hub commitment to over $15 billion, enhancing the nation's digital infrastructure [5][10]. Group 4: Aviation Industry Adjustments - Several Chinese airlines, including China Eastern Airlines and Air China, have canceled numerous flights to Japan, offering full refunds to passengers amidst unspecified operational adjustments and rising regional tensions [6][10]. Group 5: Automotive Safety Recall - Yamaha Motor Corporation USA has filed a recall with the NHTSA affecting 2,715 U.S. vehicles due to a potential defect in the braking system, posing a safety concern for consumers [7][10].

作者 | 张婉莹 编辑 | 江江 视觉 | 诺言 一辆没有方向盘、没有传统踏板的车，该如何驾驶？ 在第八届中国国际进口博览会上，特斯拉给出的答案吸引了所有人的目光。 这款亚太首秀的全自动驾驶汽车Tesla Cybercab，拥有独特的金色流线型外观，车内没有方向盘，没有 传统踏板，只有对向座椅和一块智能屏幕。 11月8日，在第八届进博会汽车及智慧出行展区特斯拉展位，观众在参观特斯拉赛博无人驾驶电动车/ 新华社记者蔡湘鑫 摄 值得一提的是，Cybercab预计将于2026年内量产落地，并可将成本控制在3万美元内，将服务于特斯拉 Robotaxi无人驾驶网约车车队。 特斯拉Robotaxi业务已于2025年6月在得州奥斯汀开始运营，目前运营车辆全部采用在售Model Y车型。 特斯拉已三次拓展运营范围，并预计年底前将在内华达州、佛罗里达州和亚利桑那州开展运营。目前 Robotaxi在奥斯汀累计里程超过40万公里，在加州湾区累计里程超过160万公里。 马斯克表示，未来数月内，Robotaxi有望取消安全驾驶员。特斯拉预计2025年底前将在8至10个市区开展 无人驾驶出租车运营。 特斯拉的 Robotaxi 这辆宛若 ...

Core Insights - Tesla is mandating its suppliers to eliminate components made in China for the production of its vehicles in the U.S. [1] Company Impact - This decision reflects Tesla's strategy to reduce reliance on Chinese manufacturing in its supply chain [1] - The move may influence supplier relationships and sourcing strategies within the automotive industry [1] Industry Implications - The requirement could lead to a shift in the supply chain dynamics for electric vehicle manufacturers, as they may need to seek alternative sources for components [1] - This action may also impact the broader automotive industry, particularly in terms of cost and availability of parts [1]

Core Viewpoint - The U.S. tariffs on Chinese imports have prompted the electric vehicle (EV) maker to expedite its strategy of eliminating China-made components from its U.S. production [1] Group 1 - The implementation of tariffs has significantly influenced the company's supply chain strategy [1] - The company is focusing on reducing reliance on Chinese components to align with U.S. trade policies [1]

这是人类历史上的最高薪酬激励计划。 就在刚刚结束的特斯拉股东表决大会上，特斯拉股东以压倒性的优势，超过75%的票数通过了一项最高价值达1万亿美元的薪酬计划，终结了围绕马斯克薪 酬长达数年的纠葛。 就在投票结果公布后，现场也爆发出热烈的欢呼，许多特斯拉股东高呼马斯克的名字。 这一刻，对马斯克和特斯拉股东来说，他们都创造了历史。 这份薪酬计划为特斯拉CEO马斯克铺设了一条从世界首富到首个"万亿美元"的道路，同时马斯克对特斯拉的持股也将在未来10年里逐步提升至25%的或更 高。 不管我们是否相信，特斯拉的这个激进的薪酬计划都将再次让马斯克这个人，重新站在聚光灯下，而这次的灯光和挑战，可能也是马斯克自己从未遇到的。 这个挑战到底有多大呢？ 根据披露的薪酬计划来看，马斯克如果要拿满所有奖励的话，那么最终的目标是要让特斯拉公司市值超过8.5万亿美元，而目前全球最高市值是英伟达但也 只有5万亿美元。 当然，8.5万亿美元的市值还只是其中一个目标。另外就是调整后利润率还要达到4000亿美元，同时还有四大关键产品目标： 再然后就是4000亿利润，以苹果为例，这家科技公司此前曾一直霸榜美股第一，但苹果一年的利润也不过千亿美元。另 ...

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