电影《大空头》原型、以成功预测2008年金融危机闻名的投资人Michael Burry再度做空特斯拉股票，称其"估值高得荒谬"，并警告马斯克提出的 薪酬方案将进一步稀释股东权益。这一举动延续了Burry对高估值科技股的看跌立场，也呼应了他此前做空英伟达和Palantir的策略。 周二，据媒体援引Burry在付费订阅平台Substack发布的文章报道，他估计特斯拉基于股票的薪酬方案在无回购抵消的情况下，每年会稀释股东权 益约3.6%。Burry特别针对马斯克提出的价值1万亿美元的薪酬计划提出批评，认为该计划的规模和潜在稀释效应已成为机构投资者评估公司风 险的焦点。 持续看空AI概念股并升级与英伟达论战 Burry近期将批评矛头集中指向人工智能行业，称英伟达向华尔街分析师分发的内部反驳备忘录"令人失望"并充斥着"稻草人论证"。他在Substack 博客中表示"不敢相信"这些回应出自全球市值最高的上市公司，并称该文件"读起来几乎像个骗局"。 Burry透露他"继续持有针对Palantir和英伟达的看跌期权"，直接向市场传递了对这两家AI明星公司前景的看空信号。根据Scion Asset Management 11月 ...

家用汽车的长度一般不超过5米，宽度约1.5米。 就是在这个小小的空间里，使用的线束最长达5公里，可以绕汽车384圈。 汽车为什么要使用这么长的线束？ 减少线束的长度，对汽车工业有多重要？ 我们来聊一聊汽车工业的线束革命。 01 线束有多长 如果将汽车比作人体，那么，发动机就是心脏，车架是骨骼，轮胎是脚。 正如人体的心脏与四肢之间需要靠神经和血管连接，汽车的各个部件，也要靠各种电线、管道连接。 线束，就是汽车的神经和血管。 在汽车运行中，车主向汽车下达的每一个功能指令，都通过线束来传递。 仅燃油车的发动机舱内，就分布着长达5米到8米的线束。 这些线束连接发动机的各个传感器、执行器，如曲轴位置传感器、凸轮轴位置传感器、喷油嘴、点火线圈等，以及为发电机、起动 机等设备供电和传输信号。 可谓，牵一发而动全身。 这些线束在汽车中纵横交错、密密麻麻，短则3公里，长则5公里。 线束如此之长，给汽车的生产、使用与维护带来了不小的困扰。 发动机舱内的线束 例如，线束把汽车电池与起动机连接起来，当驾驶员转动点火钥匙时，电流通过线束传递到起动机，使发动机顺利启动。 与传统燃油车相比，电动汽车中存在复杂且精密的高压零部件、高压插接件 ...

Core Viewpoint - The article discusses the evolving perspectives on growth and value investing, highlighting the need to reassess traditional investment principles in light of modern economic realities and the success of high-growth companies [5][6][25]. Group 1: Growth vs. Value Investing - James Anderson acknowledges a widening divide between growth and value investing, suggesting that traditional value metrics may not suffice in a changing economic landscape dominated by tech giants like Microsoft, Google, and Amazon [7][20]. - Despite the differences, Anderson emphasizes that both growth and value investing share common principles, such as the importance of honest long-term cash flow estimation and risk management [8][25]. - The article references the historical context of growth investing, noting a lack of comprehensive literature supporting long-term growth strategies compared to the extensive documentation of value investing [12][14]. Group 2: Case Studies of Companies - Microsoft serves as a prime example of a company that has achieved significant long-term growth, with revenue increasing from $60 billion in 2008 to $110 billion in 2018, showcasing a compound annual growth rate of 24% [22]. - Google, now Alphabet, also illustrates the potential for sustained growth, with revenue rising from $21.8 billion in 2008 to $136.8 billion in 2018 [23]. - The article contrasts Coca-Cola's stagnation in stock value over the past 20 years with Facebook's growth trajectory, suggesting that Facebook may align more closely with value investing principles despite its high valuation metrics [82][88]. Group 3: Economic Structural Changes - The article posits that the current economic environment is undergoing profound changes, necessitating a reevaluation of investment strategies that account for systemic transformations rather than relying solely on historical performance [44][46]. - It highlights the shift from asset-heavy to knowledge-based economies, where companies like Facebook and Google thrive due to network effects and scale advantages [71][73]. - The discussion includes the implications of these changes for future investment returns, suggesting that traditional metrics may not adequately capture the potential of companies operating in rapidly evolving sectors [41][60]. Group 4: Industry Examples - The automotive industry is examined, with General Motors and BMW representing traditional value stocks facing challenges, while Ferrari exemplifies a company achieving high margins and cash flow despite low sales volume [100][104][107]. - The article notes that the automotive sector is experiencing significant disruption, particularly with the rise of electric vehicles and changing consumer preferences, which complicates traditional valuation methods [96][98]. - The contrasting performance of companies within the automotive sector illustrates the broader theme of how different business models and market positions can lead to varying investment outcomes [100][106].

特斯拉正在 對歐洲 發起最後的 「諾曼第登陸」 而起點 竟然是一張 不起眼的 招聘廣告！ 最近馬斯克 在奧地利維也納 狂招車輛操作員 別以為這是 去送快遞 這是去當 FSD 的 「人肉教練」！ 為什麼選維也納？ 因為那裡是 自動駕駛的 地獄級副本！ 狹窄的單行道 古老的石板路 還有滿街亂竄的 電車和腳踏車 馬斯克在加州 跑通的那套 大直線數據 到了這裡很可能 水土不服 所以 他需要這批人 在這種極限路況下 日夜穿梭 餵給 AI 最刁鑽 最真實的數據！ 這不是 簡單的測試 這是在向 歐洲法規宣戰 特斯拉 就是要證明 在這種連老司機 都頭痛的路況下 純視覺方案 比德國人的 雷達更聰明 更安全！ 這份合約 只簽一年 是什麼意思？ 意思是 馬斯克有信心 一年之內 拿下歐洲！ 2026年 歐洲街道 將會變天 你準備好了嗎？. ...

混合動力的泡沫 是不是要 徹底破了？ 各位 現在可是 2025年12月啊！ 全世界車企 都在殺紅了眼 清理庫存 但你猜 特斯拉在幹嘛？ 官網直接 兩手一攤 今年沒車 明年請早！ 在中國 Model Y 四個版本 全部 Sold Out 現在下單都要 排到2026年 這哪裡是 飢餓行銷？ 這簡直就是 供不應求 的黑洞！ 再來看看隔壁的 插混之王比亞迪 如果你只看總數 可能會被騙過去 魔鬼藏在細節裡！ 雖然純電還在漲 但他們的 插電混動 （PHEV） 竟然暴跌了22%！ 這是一個 超級危險的訊號 這說明消費者 終於醒了！ 大家發現 維護兩套系統 既燒錢又麻煩 當特斯拉 解決了里程焦慮 誰還願意為了 所謂的過渡技術 買單呢？ 市場永遠是 最誠實的裁判 一邊是賣到斷貨 一邊是銷量失速 這場電動車 的終局之戰 天平已經 出現傾斜了！ 你覺得 混動車 還能撐多久？ 留言區告訴我！. ...

Core Insights - Investor Ross Gerber has identified significant mapping issues with Tesla's Full Self-Driving (FSD) system, stating that its effectiveness is contingent on the quality of the maps used [2][3] - Gerber compared Tesla's mapping approach, which relies on crowd-sourced data, to Waymo's high-definition maps created using LiDAR and sensors, noting that while Waymo's method is more accurate, Tesla's approach allows for broader deployment [3] - Gerber has previously praised recent updates to Tesla's FSD system but continues to emphasize the need for improvements in mapping [3] - He questioned when Tesla would assume liability from drivers, suggesting that doing so would indicate a significant advancement in the FSD system's autonomy level [4] - Tesla is currently offering free Supervised FSD rides in several European countries, including Germany, France, and Italy, ahead of a planned deployment next year [5] - Despite these efforts, Tesla's sales in Europe have declined, with new registrations dropping to 6,964 in October, reflecting a 48.5% year-over-year decrease [5] - Tesla's performance metrics indicate strong momentum, satisfactory quality and growth, but poor value, with a favorable price trend in the medium and long term [6] - At market close, Tesla's stock price was $430.14, experiencing a slight decline in after-hours trading [6]

RT Tesla Owners Silicon Valley (@teslaownersSV)Download and try Grok.Ask, Imagine and companions gives you a full clip to truthful information and videos. The only source I trust for information.https://t.co/3ObfFm4mOX ...

Who is ready for the Cybercab?It’s coming. https://t.co/l2glpPGlfe ...

The Tesla Cybercab looks like the future and it’ll change the look of the roadhttps://t.co/VMIs43F8Yy ...

Has solved autonomy ...