Market Analysis by covering: S&P 500, Microsoft Corporation, Apple Inc, Amazon.com Inc. Read 's Market Analysis on Investing.com ...

史上最酷的 交車儀式 是什麼樣的？ 沒有香檳 沒有鮮花 甚至 也沒有銷售！ 就在幾天前 一位Model Y 準車主 收到特斯拉 一條短信 來德州超級 工廠領車吧 我們會派一輛 Robotaxi 去接你！ 你沒聽錯！ 他將坐在 一台沒有 駕駛員的車裡 穿過全世界 最先進的 汽車工廠 心臟地帶 親眼看著 無數機器人手臂 在你身邊 組裝車輛 而這趟 未來之旅的終點 就是他的 那台新車！ 這根本不是交車 這是馬斯克的 一場降維打擊！ 當所有對手 還在PPT上 談論自動駕駛時 馬斯克已經把它 變成了給客戶的 終極炫耀 和品牌朝聖之旅！ 這就是特斯拉 的絕對自信！. ...

你以為特斯拉 的底牌還是 電動車嗎？ 錯了！ 華爾街最近 為何如此瘋狂？ 因為他們終於 看懂了馬斯克 藏得最深的王牌 人形印鈔機！ 就是它 Optimus機器人 馬斯克親口透露 製造成本 將壓到僅僅 兩萬美元 但這不是重點 重點是它不賣！ 馬斯克要玩的 是租賃！ 一台機器人 每年能創造高達 十萬美元的價值！ 這是一筆 多麼恐怖 的生意？ 這意味著特斯拉 未來的現金流 可能跟汽車 沒有半點關係！ 這才是它衝向 10萬億市值的 真正核動力 所以別再 盯著交車量了 你看懂這個 才算真正看懂 特斯拉的未來. ...

A Tesla engineer said he's leaving the company because of Elon Musk's leadership. "The main reason I'm leaving is that I think Elon has dealt huge damage to Tesla's mission (and to the health of democratic institutions in several countries)," wrote Giorgio Balestrieri, who joined Tesla in 2017 and worked for the company's autobidder platform, in a LinkedIn post on Thursday."Elon's leadership and decision-making seem seriously compromised," he added. Balestrieri and Tesla did not respond to a request for ...

埃隆・马斯克过去数年一直着重强调的 AI 超级计算机 "Dojo" 项目，最终还是落下了帷幕。2025 年 8 月，特斯拉正式宣布解散 Dojo 团队，并全面终止该项 目。就在一年前，特斯拉还曾信心满满地表示，将通过第二代 Dojo 在 2026 年实现商业化，然而仅仅几周后，却将其定义为 "进化的死胡同"。Dojo 曾是象 征特斯拉将超越单纯电动汽车制造商、转型为 AI 企业的标志性项目。如今，我们该如何解读这座 "AI 的坟墓"？ Dojo 是特斯拉为训练自家自动驾驶神经网络而自主设计的超级计算机，其核心在于特斯拉自研芯片 "D1/D2"。这一构想的初衷，是打造一套不依赖英伟达 GPU、具备更快运算速度与低延迟架构的系统。 马斯克曾通过 Dojo 描绘出一幅宏伟蓝图：特斯拉将凭借 Dojo 完成 "基于视觉的自动驾驶"，并将其应用于自动驾驶出租车（Robotaxi）与类人机器人 （Optimus）。通过存储、处理海量行驶影像数据，训练出模拟人类视觉的人工智能 —— 这种技术路径本身就极具吸引力。 但现实却事与愿违。特斯拉未能将自动驾驶的成果与 Dojo 直接关联，芯片性能也始终无法追上英伟达 H100、H ...

🚨 Tesla explained its new frontal airbag system:✅ Tesla Vision feeds data into airbags✅ Faster deployment with sensor fusion➡️ NOT vision-only$TSLA https://t.co/h6VKxwvcigTesla (@Tesla):@niccruzpatane We are feeding information from Tesla Vision into the airbag system so that when an impact occurs, the airbag deploys faster.The airbags do not deploy based on Tesla Vision alone ...

Core Viewpoint - Tesla Inc. is unlikely to achieve Level 4 and Level 5 autonomy without addressing existing hardware issues, as stated by Ross Gerber, co-founder of Gerber Kawasaki [1][2]. Group 1: Hardware and Software Issues - Ross Gerber criticized Tesla CEO Elon Musk for focusing on software improvements while neglecting necessary hardware fixes, questioning the effectiveness of software alone in resolving Tesla's Full Self-Driving (FSD) challenges [2][3]. - Gerber expressed frustration over the slow progress of Tesla's autonomous driving system, questioning why FSD has not met its promised capabilities after years of development [3]. Group 2: FSD System Definition and Legal Challenges - Tesla has revised the definition of its FSD system, clarifying that it does not provide full autonomous capabilities and requires human supervision at all times [4][5]. - The company is facing lawsuits from investors and customers regarding alleged misrepresentations of the FSD system's capabilities and safety [6]. Group 3: Robotaxi Expansion and App Launch - Tesla has expanded its Robotaxi service in Austin, now operating on highways, with safety operators moved to the driver's seat [7]. - The Robotaxi app has been launched on the Apple App Store, quickly gaining popularity, although users must join a waitlist to access the service [7].

以下文章来源于汽车开发圈 ，作者イチケン/ICHIKEN 汽车开发圈 . EEWorld旗下账号，聚焦汽车电子软硬件开发，认真关注技术本身 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资源链接等， 我会分享在朋友圈 。 本次拆解对象为 Tesla Model 3 车型的逆变器，拆解工作依托名古屋大学电力电子研究项目开展。 逆变器原顶部设有盖子，为便于拆解与展示，已提前移除。整体可初步划分为控制板、栅极驱动板、电流传感器、耐热片、绝缘片、薄膜电容器、汇流 排、功率半导体及冷却 fins 等核心部件，各部件布局清晰，组装逻辑明确。 而且挺有意思的是，特斯拉 Model 3 把 PCB 做成了一个美国地图的形状。 扫码加我本人微信 三相母线： 01 逆变器整体结构特点 Tesla Model 3 逆变器与此前拆解过的同类产品相比，核心特点在于结构简洁。从视频呈现角度来看，虽无复杂的外观设计，但简洁的结构恰恰体现 了其工程优化思路。 直流母线： 功率半导体： 02 关键部件功能与设计解析 1. 薄膜电容器 生产厂商为 Nichicon （尼 吉 康） ，主滤 ...

大家好我是大鱼 特斯拉股价 大涨6% 你还在看交车量？ 那格局就小了 马斯克真正 引爆市场的 是这个数字 一台成本不到 2万美元的机器人 未来每年能创造 10万美元价值 这才是特斯拉 冲向10万亿 市值的核动力 电动车只是 一个前菜 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是368.81% 全天上涨了 21.02%美元 涨幅是6.04% 特斯拉股价 暴涨了6% 直接冲破 350 美元的 心理关口 很多人在问 发生了什么事？ 是交车量 要爆炸了吗？ 没错这确实 是一方面因素 但如果你的眼光 还只盯着 交车数字 那你可能就 错过了真正引爆 这一切的 核弹级消息 先聊聊基本面 华尔街那帮分析师 目前普遍预测 特斯拉第三季度 的交车量大概 在43.2% 万辆左右 这个数字 说实话 还是偏保守 乐观的估计认为 这个数字很可能 会突破50 万辆 如果真的 大幅超过预期 那就不是一个 小惊喜了 将是一记 响亮的耳光 打在那些 做空者的脸上 这证明了特斯拉的 需求依旧强劲 生产效率还在爬坡 这对市场信心来说 是一剂强心针 但交付量 只是开胃菜 真正的大戏 是马斯克刚刚 在All-In Su ...

Group 1 - Evergrande Property (06666) resumed trading and rose over 28% as Evergrande and liquidators plan to sell shares, with potential transactions in preliminary stages [1] - Alibaba-W (09988) increased by over 5% and Baidu Group-W (09888) rose over 8% as both companies began using internally designed chips to train their AI models, replacing some NVIDIA chips [1] - China Merchants Energy (01138) saw a rise of over 5% after announcing plans to issue A-shares to raise no more than 8 billion yuan for fleet upgrades, with increased oil production expected to boost shipping demand [1] - Kangfang Biologics (09926) increased by over 4% after presenting excellent clinical data for its drug at WCLC, highlighting its global market value [1] - NIO-SW (09866) rose over 3% as it plans to publicly issue $1 billion in shares, with Goldman Sachs expecting the funds to support the company's product strategy [1] - WanGuo Data-SW (09698) surged over 15% as AI drives data center demand, with the company fully engaging in partnerships with cloud service providers [1] - Jiajian Ankang-B (02617) rose over 32%, with its market capitalization exceeding 50 billion HKD after receiving approval for a Phase II trial of its drug [1] Group 2 - Meitu (01357) increased by over 6% after announcing a partnership with Alibaba's Tongyi Laboratory to enhance its products with advanced AI models [2] - Robotics concept stocks mostly rose, with UBTECH (09880) up over 3%, ShouCheng Holdings (00697) up over 3%, Yuejiang (02432) up over 4%, and Jizhi Jia-W (02590) up over 6%, as domestic and international catalysts for humanoid robot commercialization are expected [2] - Bilibili-W (09626) rose over 2% as it revealed its new strategy card game "Three Kingdoms: Hundred Generals Card," with institutions optimistic about the company's growth potential with AI integration [2] Group 3 - Alibaba (BABA.US) rose 8.00% after the launch of the "Gaode Street Ranking," which attracted over 40 million users on its first day, becoming the largest food ranking in China [3] - XPeng Motors (XPEV.US) increased by 2.39% after receiving a special flight permit for its "land aircraft" (X3-F) in the UAE [3] - Trip.com (TCOM.US) rose 3.21% after forming a five-year strategic partnership with Cityline, marking its first collaboration with a major ticket supplier in Hong Kong and Macau [3] - NIO (NIO.US) increased by 6.21% after completing a $1 billion equity issuance, marking its second public financing plan this year [3] - Kingsoft Cloud (KC.US) rose 5.60% as Citigroup raised its target price to $20, citing strong AI-related demand from Xiaomi [3] - NetEase (NTES.US) continued to rise by 2.98%, reaching a historical high after launching its first sci-fi shooting mobile game based on the "Destiny" IP [3] Group 4 - Adobe (ADBE.US) rose 0.11% after launching its first AI agent product suite to help customers streamline workflows across various applications [4] - Hesai (HSAI.US) increased by 0.90% as sources reported its Hong Kong IPO priced at HKD 212.8 per share, raising at least HKD 3.62 billion with oversubscription nearly 120 times [4] - Tesla (TSLA.US) rose 6.04% as the Model Y L is set to launch in the domestic market on September 19, with orders extending to November [4] - Online real estate platform Opendoor (OPEN.US) surged 79.52% after appointing Kaz Nejatian as the new CEO, with co-founder Keith Rabois returning to the board [4]