RT Tesla Owners Silicon Valley (@teslaownersSV)Cybertruck FSD 14.1.7 drove me 25 minutes from a parking garage to Starbucks.Super smooth ride, it even stopped backing up and yielded to another Tesla backing up.V14 has been a game changer. Can’t believe how far FSD has come. https://t.co/eo0VrHiOyl ...

将投中网设为"星标⭐"，第一时间收获最新推送 "连李开复都融不到钱，其他人更别抱侥幸心理了。" 作者丨 刘燕秋 蒲凡 张楠 来源丨 投中网 发现没，宇树王兴兴最近公开露面的次数多了，外滩大会、乌镇互联网大会，虹桥国际经济论坛都出现了他的身影，以及还有 不少媒体专访。 就在半年前，我通过一位投资人，间接帮某地方邀请他出席一个重要活动，还被告知 " 最多委托一位副总裁出席 " 。当然， 那时 " 杭州六小龙 " 横空出世，而宇树作为人形机器人最火的公司，概念股早在 A 股火了小半年了，再加上春晚 " 炸场 " ，热度高也是正常。 现在， 宇树依然是明星公司，王兴兴密集发声，可能也与 IPO 进入按部就班的程序有关 ，不过关于人形机器人和具身智能， 不断有新公司、新产品、新合作、新融资出现，变量似乎依然无处不在，但我却有一种到处是喧哗， " 行业阶级 " 已经固化 的错觉。不然，最靠前那几家公司卷个什么劲呢？ 尤其是，当有投资人对我说，具身智能行业的阶段性格局已经形成了，智元、宇树、银河通用、星海图、星动纪元是毫无疑问 的第一梯队，她仿照 " 六小龙 " ，告诉我它们是目前的 " 具身智能五虎 " 。由此似乎可以得 ...

Starship didn’t use any AI to do thishttps://t.co/DcemSZL2mX ...

Insider Trading Activity - Tesla's CEO, Elon Musk, made a substantial open market purchase on September 12, 2023, acquiring 2570000 shares [1] - The purchase price range for Musk's acquisition was between $372 and $396 per share [1] - The total investment made by Musk amounted to nearly $1 billion [1] Market Sentiment - The report suggests that while some investors may be experiencing fear and considering selling their Tesla shares, Musk is taking advantage of the situation by buying more shares [1] - The report dismisses "FUD" (Fear, Uncertainty, and Doubt) and focuses on the insider activity as a more reliable indicator [1] Company Outlook - The report implies that Musk's investment is not solely based on Tesla's electric vehicle business but also on the company's potential in AI and robotics [1] - The CEO's action is presented as a stronger signal than any analyst report regarding the company's future prospects [1]

近日，小鹏汽车发布全新一代人形机器人IRON，并将于2026年底量产，优先进入商业场景提供服务。 特斯拉表示，其人形机器人的试生产产线已经开始运行，规模更大的第三代人形机器人的生产线将于 2026年建成投产。 11月初，伟创电气发布多款机器人核心部件产品，面向人形、协作类与移动类机器人等多元场景，全新 推出覆盖灵巧手、关节模组、电机与驱动器在内的具身智能核心部件。 近日，震裕科技公告称，为把握市场增长机遇，公司计划进一步扩大现有业务产品产能并建设新兴领域 业务产品产能。结合行业发展趋势及公司战略规划，公司和宁海县投资促进中心签订《战略合作协 议》，计划于2025年-2030年期间在宁海县投资建设精密部件制造装备及工艺装备和精密结构件、人形 机器人精密模组及零部件项目，投资总额为21.1亿元。 促进产业链协同发展 日前，中联重科在接受机构调研时表示，公司自2024年起布局具身智能人形机器人。目前已推出多款自 主研发样机，具备软硬件一体化全栈自研能力，发布了云谷具身智能大模型和工具链，机器人关键零部 件均为自主研发，包括行星关节模组、摆线关节模组、减速器、控制器、电机等，还自建百工位训练 场，已有数十台人形机器人 ...

Core Viewpoint - Tesla's stock price experienced a decline of 5.7% to $406 per share, down from $439 in early October, but this fluctuation is attributed to external factors rather than a deterioration in the company's fundamentals, presenting a potential investment opportunity due to positive developments in government operations and the implementation of CEO Musk's compensation plan [1][3] Group 1 - Analysts believe Tesla is entering a "most important development phase" with the confirmation of Musk's compensation plan, which clarifies the company's investment budget in AI, a core area for future growth [3] - Tesla has applied AI technology across multiple business lines, including the launch of robotaxi services in San Francisco and Austin, with plans for expansion to more U.S. cities [3] - New vehicle models are equipped with AI features, and full self-driving capabilities are nearing implementation, indicating significant advancements in technology [3] Group 2 - The early-stage development of the Optimus AI robot aims to perform tasks in home and business settings, with Musk promising to make it an affordable "household essential," potentially opening new market opportunities if mass production is achieved [3] - Tesla's long-term commitment to AI and robotics is not seen as a short-term speculation, with expectations for gradual returns on multiple technology investments over the coming years [3] - Despite high R&D expenditures potentially impacting short-term profits, the industry remains optimistic about the technology's conversion potential, as breakthroughs in autonomous driving and home robotics could reshape the industry landscape [3]

此次特斯拉终于松口，不过适配方案有别于多数车型。据悉，CarPlay将以"独立窗口"形式嵌入特斯拉 原有界面，而非全屏替代，同时仅支持标准无线版CarPlay，暂不兼容今年新推出的CarPlay Ultra。这一 设计既满足了用户对CarPlay的需求，也保留了特斯拉自研系统的核心体验。 对于此次功能升级，特斯拉的核心诉求在于提振销量。随着新能源汽车市场竞争加剧，消费者对生态兼 容性的要求日益提高，此前因缺乏CarPlay导致的用户流失问题逐渐凸显。行业分析认为，特斯拉此次 妥协虽晚，但有望撬动大量苹果生态用户，进一步扩大市场份额。目前，特斯拉尚未公布CarPlay功能 的具体上线时间，仅透露发布计划仍在调整中，最终推出时间可能延后。（旺旺） 长期以来，特斯拉坚持采用自研信息娱乐系统，整合车辆控制、导航、娱乐等核心功能，是少数未支持 Apple CarPlay的车企。而CarPlay作为车载系统领域的行业标准，能实现iPhone 应用与车载屏幕的无缝 投射，其缺失曾让不少苹果生态用户放弃选择特斯拉，成为影响销量的潜在因素。 来源：环球网 【环球网科技综合报道】11月14日消息，据The Verge报道，特斯拉 ...

来源：环球网 【环球网科技综合报道】2025年，特斯拉能源业务再遇挑战。11月14日消息，据外媒CNBC报道，美国 消费品安全委员会（CPSC）日前发布的公告称，特斯拉因电池安全隐患，宣布召回约 10,500 台家用备 用电池 Powerwall 2，涉及产品存在过热起火风险，可能导致财产损失甚至人员伤亡。 此次召回的核心问题指向Powerwall 2的锂离子电池电芯。CPSC在通知中明确，部分设备的电芯可能在 正常使用中失效，引发过热、冒烟甚至起火，存在严重安全隐患。特斯拉方面将问题归因于 "第三方电 池电芯缺陷"，但未公开供应商信息。截至目前，特斯拉已收到22 起相关投诉，其中5起引发火灾，造 成轻微财产损失，暂无人员伤亡报告。 CNBC指出，作为特斯拉能源部门的核心产品，Powerwall 2主要与太阳能光伏板配套使用，为家庭提供 储能服务，可在停电或电价高峰时段供电，是公司清洁能源生态的重要组成部分。值得注意的是，特斯 拉官网特别说明，此次缺陷不影响Powerwall 3等新型号用户，且所有受影响设备将为用户免费更换， 以降低消费者顾虑。 此次召回对特斯拉能源业务而言无疑是一次冲击。数据显示，2025 ...

The latest departures at Tesla, days after shareholders backed Elon Musk’s $1 trillion pay package, follow the loss of top sales, battery, robotics and chip executives this year.Read more: https://t.co/paMCGvLmbZ https://t.co/5RsJqAPbKI ...

Market Overview - US stocks experienced significant declines, with the Nasdaq dropping 2.3%, the S&P 500 down 1.7%, and the Dow Jones falling 1.7% due to concerns over the release of key economic data[11] - European markets also closed lower, with the pan-European Stoxx 600 index down 0.61% and the German DAX index falling 1.39% as investors opted for profit-taking after recent gains[11] Economic Indicators - The market's expectations for a December interest rate cut have diminished, with the probability now below 50%[6] - The US 10-year Treasury yield rose to 4.12%, while the 30-year yield increased to 4.71%, reflecting market reactions to hawkish comments from Federal Reserve officials[31] Commodity Trends - International gold prices fell by 0.45% to $4,194.5 per ounce, influenced by reduced rate cut expectations[28] - Oil prices saw a slight rebound after a significant drop, with NY crude oil rising 0.34% to $58.69 per barrel[28] Chinese Market Performance - The A-share market closed higher, with the Shanghai Composite Index up 0.73% at 4,029 points, driven by gains in the lithium sector and precious metals[18] - The total market turnover reached 2.07 trillion yuan, indicating robust trading activity[18] Corporate Earnings Insights - JD.com reported a 15% year-on-year revenue increase to 299.1 billion yuan, but adjusted EBIT fell sharply by 98% to 2.11 billion yuan, highlighting challenges in its electronics segment[8] - Tencent's Q3 revenue grew 15% to 192.9 billion yuan, with a notable 23% increase in its gaming business, reflecting strong performance in its core segments[14] Investment Recommendations - Focus on sectors such as technology, manufacturing, and energy infrastructure, particularly in nuclear power and military industries, as potential investment opportunities[6] - The S&P 500 is expected to see revenue and earnings growth rates of 7.3% and 15.6%, respectively, in 2026, suggesting a favorable outlook for equities[6]