“The Roadster will be amazing car that looks at the limits of physics.” — Franz, Tesla's Chief Designerhttps://t.co/iKyGMoY2yA ...

FSD到底 安不安全？ 特斯拉 這回不演了 直接攤牌了 他們官網上線了 一個新頁面 上面有一組數據. 我看完都嚇一跳： 使用 FSD (Supervised) 重大碰撞事故 減少 7 倍！ 我知道 馬上會有人 跳出來說 哎 這不公平！ 你這是拿 『有人盯著』的 FSD 去跟馬路上 那些酒駕的 玩手機的 『人類總平均』相比！ 這根本是作弊！ OK 這話有幾分道理 但你反過來想 就算 是在有人 監控的前提下 FSD 已經能 做到比人類的 「總平均」 安全整整 7 倍 這數據 還不夠嚇人嗎？ 這不僅是 給車主信心 這更是馬斯克 拿去跟監管 跟保險公司 談判的數據王牌 你覺得這個 7 倍數據 是「作弊」 還是真的牛？ 留言聊聊吧. ...

先看桥水的"撤退清单"： · 英伟达被减125万股，谷歌减75万股，苹果减幅最大达40%。 · 其他科技巨头如Meta、微软、亚马逊也齐遭减持。 这些公司都是过去两年AI浪潮的领头羊，涨幅惊人。桥水此时减仓，绝不是偶然。帮主看来，这传递了三个关键信号： 帮主郑重财经观察 老铁们，全球最大对冲基金桥水最近又出招了！去年四季度，它一口气减持了英伟达、谷歌、微软等六大科技巨头，反手却狂买标普500指数ETF，增持幅 度高达883%，还新建仓了特斯拉。这一系列操作背后，到底藏着什么信号？咱们中长线投资者又能学到啥？ 2. 分散风险：科技股集中度过高，桥水通过减持个股、转投指数ETF（SPDR标普500ETF）来平衡组合； 3. 布局新方向：建仓特斯拉15万股，可能看好新能源车长期趋势，而非短期波动。 更深层的逻辑：桥水创始人达利欧最近多次警告，美国可能进入"大债务周期"后期，美联储政策一旦转向，科技股泡沫容易破裂。他把资金从高估值个股转 向指数ETF，本质是"放弃阿尔法，拥抱贝塔"——不赌个别公司，而是赌美国整体经济韧性。 对咱们的启示： 1. 学会止盈：像英伟达这样的明星股，涨多了要敢卖，别和股票"谈恋爱"； 2. ...

你覺得 特斯拉的股價 十年後 會到多少？ 五百？ 一千？ 華爾街傳奇投資人 Ron Baron 剛剛給出了一個 讓所有人 閉嘴的數字 $2500 美元！ 這什麼概念？ 這等於是8.3% 萬億 美元的市值！ Baron 甚至發誓 他這一輩子 都不打算賣掉 一股特斯拉或 SpaceX 的股票 他瘋了嗎？ 他可是馬斯克 真正的朋友 當年投 X 虧掉 70% 都沒跑的那個人 他憑什麼 敢這麼狂？ Baron 說 你們都搞錯了 馬斯克這傢伙 根本就是 「達文西」 他想的是 人類的未來 而且他 不是為了錢 但大家想問 這 8.3% 萬億的 底氣到底在哪？ 光靠賣車 你賣到月球 也達不到啊 Baron 和馬斯克 他們真正賭的 根本就不是車 那會是什麼？. ...

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]