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 ...

Cybertruck door is bulletproof https://t.co/UkjlJX9kJPTesla Owners Silicon Valley (@teslaownersSV):Did you know the Tesla Cybertruck door is bulletproof ?9mm doesn’t pierce at all. 👽 technology https://t.co/1AwsstY3Rx ...

Results for the future plus will be making sure I strap a tire in my bed https://t.co/GQZ5AdSLZG ...

RT Tesla 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 ...

Core Viewpoint - Tesla shareholders have approved a controversial pay package for CEO Elon Musk, potentially worth $1 trillion, which is designed to align Musk's incentives with the company's long-term growth and profitability [1][2][4]. Summary by Sections Pay Package Details - Musk's pay package is linked to stock options and ambitious performance targets, including achieving a market cap of $8.5 trillion, which is over six times its current valuation of $1.4 trillion [3][6]. - The package aims to keep Musk motivated and ensure that he focuses on critical targets that benefit shareholders [5][7]. Performance Targets - Key targets for Musk to achieve include: - Selling 1 million robotaxis - Having 1 million robotaxis operational - Delivering 20 million cars - Securing 10 million full self-driving subscriptions - Generating up to $400 billion in adjusted profit per year [6]. Investor Perspective - The pay package is seen as beneficial for investors, as it aligns Musk's goals with those of the shareholders, promoting a win-win situation [4]. - Tesla's stock has appreciated approximately 2,800% over the past decade, reflecting its evolution into a profitable business [2]. Company Vision and Market Position - Tesla has transformed from a car manufacturer into a diversified AI business, with a current market cap of $1.431 trillion [10]. - The company is trading at a high valuation of 290 times its trailing earnings, driven by investor confidence in its growth potential [8]. Competitive Landscape - Despite its successes, Tesla faces increasing competition, particularly from China, which raises concerns about its core automotive business and profit margins [11].

RT Gail Alfar (@gailalfaratx)Tesla Diner is a work of art and an act of love for all of us by Tesla ⚡️ https://t.co/XIu3kB2ZR8 ...

温馨提示 ： 点击下方图片，查看6月原创报告，11月最新研报已上传星球内（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微 信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 回顾11月，从情绪低至" 冰点 "到"高涨"，二级市场机器人板块仅用了三天，板块上行，各类"利好"也接踵而来， 本月亮点是T链核心标的定点。 正文： 今日继续聊二级市场（11月份）、聊特斯拉Optimus，重点聊T链核心标的定点情况。 近期聊二级市场多一些，聊具身智能赛道一级市场少一些；主要原因是一级市场可聊的点不多，聊得深容易被要 求删稿，年初观点现在仍旧适用，聊得潜无外乎资讯输出（融资、订单等），行业创企早期文章基本都聊到过， 除了融资外，其他并没有太大实质进展，因此基本以星球内输出为主。 简单聊一下一级市场：1）赛道仍旧火爆，资本热情不减 （核心原因： 其他赛道可炒的点不多，大模型大厂已涌入，创企 窗口期已过 ） ，行业仍旧存在各种"非共识"，窗口期仍没过，新晋创企源源不断； 2） 技术迎来瓶颈期， 头部创 企从画技 ...

The Musk effect.Thank you Elon for creating an exciting future. https://t.co/poqONCuJqa ...

Tips for towing a Cybertruck: Put in tow mode and make sure you bring a spare tire if you are off roading. 🫡🥹💀 https://t.co/DofOKetHLyTesla Owners Silicon Valley (@teslaownersSV):How’s your night going?Here’s mine https://t.co/uGf4jfNIGr ...

How’s your night going?Here’s mine https://t.co/uGf4jfNIGr ...