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X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-23 23:29
You can’t the media enough.Anything for clicks and driving negativity about Elon Musk https://t.co/3mty5bfuq3 ...
利润暴跌40%难掩尴尬:马斯克在财报会上花式推销天价薪酬方案
美股IPO· 2025-10-23 23:28
马斯克在财报会末尾打断CFO发言,将焦点转向为自己高达万亿美元的天价薪酬方案进行激烈辩护。他称自己需要"足够的投票控制权"来施加影响力, 并抨击建议股东否决此方案的代理顾问公司。 特斯拉公司公布了一份利润大幅下滑的业绩报告,但其首席执行官马斯克却将财报电话会议的焦点,转向为自己高达万亿美元的薪酬方案进行辩护,并 猛烈抨击对此持反对意见的股东代理顾问公司。 特斯拉第三季度营业利润暴跌40%,未能达到华尔街预期,反映出其核心电动汽车业务正面临持续压力。财报发布后,马 斯克在电话会议的尾声突然 打断首席财务官的发言,为自己庞大的薪酬方案进行辩护,并强调投票控制权对他的重要性。 惨淡的业绩与管理层不同寻常的表态引发了市场的负面反应。财报发布后,特斯拉股价下跌5.53%。尽管今年以来该股上涨近9%,但表现仍落后于标 普500指数14%的涨幅。 在股东大会投票前, 两家极具影响力的股东代理顾问公司Institutional Shareholder Services (ISS)和Glass Lewis均已建议投资者否决马斯克的这项 史无前例的薪酬方案。 据媒体报道,ISS指出其对该奖励的规模和设计存在"无法减轻的担忧"。G ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-23 23:27
“We have millions of cars that will be able to operate autonomously. It's a combination of a Tesla owned fleet and, also enabling, Tesla owners to be able to add or subtract their car to the fleet so that existing Tesla owners will be able to earn money by adding their car to the fleet for autonomous use."— Elon Musk ...
特斯拉第三季度营收280.95亿美元 同比增长12%
Cai Jing Wang· 2025-10-23 23:13
北京时间10月23日,特斯拉发布2025年第三季度财报。 报告显示,特斯拉汽车第三季度总营收为280.95亿美元,相较于去年同期及上一季度均实现了增长。但值得注意的是,营收虽创下历史新高,但净利 润却出现大幅下滑。 三季度增收不增利 财报显示,特斯拉第三季度营收达到280.95亿美元,同比增长12%;净利润为17.7亿美元(非GAAP规则),同比下滑29%。 据了解,第三季度营收增长主要受到汽车交付量、能源生产和存储业务及服务业务增长驱动。特斯拉当季共交付约49.7万辆汽车,并部署了12.5吉瓦时 的储能产品,均创下最高纪录。 | ($ in millions, except percentages and per share data) | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | YoY | | --- | --- | --- | --- | --- | --- | --- | | Total automotive revenues | 20,016 | 19,798 | 13,967 | 16,661 | 21,205 | 6% | | Ener ...
王兴兴任宇树科技董事长;马斯克称AI5芯片不会取代英伟达|数智早参
Mei Ri Jing Ji Xin Wen· 2025-10-23 23:10
每经记者|可杨 每经编辑|陈俊杰 丨 2025年10月24日 星期五丨 NO.1 王兴兴任宇树科技董事长 点评:在AI投资进入"应用变现"下半场的今天,LiblibAI的模式,为其他AI企业提供了"可借鉴的路 径"——选择垂直场景,构建生态闭环,实现商业化落地。 免责声明:本文内容与数据仅供参考,不构成投资建议,使用前请核实。据此操作,风险自 担。 NO.2 马斯克称AI5芯片不会取代英伟达 近日,特斯拉CEO马斯克在电话会议上透露,台积电、三星将参与特斯拉人工智能5号芯片(AI5)的 设计工作。"我们不会取代英伟达"。AI5芯片被用来驱动自动驾驶及机器人产品线。此前他曾表示,AI5 芯片性能是AI4的40倍,算力提升8倍,内存增加9倍。 点评:尽管特斯拉在芯片设计上取得了显著进展,但在全球半导体产业链中,仍面临着诸多挑战。芯片 制造的复杂性、供应链的稳定性以及技术标准的统一等问题,都可能对特斯拉的芯片战略产生影响。 NO.3 LiblibAI完成1.3亿美元B轮融资 近日,多模态AI生成平台LiblibAI完成1.3亿美元B轮融资,由红杉中国、CMC资本等联合领投。这也是 今年到目前为止中国 AI 应用领域 ...
特斯拉(TSLA.US)Q3电话会:期待在明年第一季度展示Optimus V3
智通财经网· 2025-10-23 22:57
Q:最新的 Robotaxi 指标是什么?车队规模、累计行驶里程、完成的乘车次数、干预率,以及何时会 移除安全员?仍有哪些障碍阻碍非监管 FSD 部署到客户车辆? A:在 Robotaxi 业务部署方面,我们正稳步推进安全员的移除工作。公司预计在今年年底前,在奥斯汀 的大部分运营区域实现完全无安全员运营。我们计划在未来几个月内,首先在奥斯汀的至少部分地区实 现这一目标。出于安全考虑,我们对部署持高度谨慎态度,因为任何一起事故都可能成为全球头条新 闻,因此我们选择采取更为稳妥的推进方式。 我们计划到年底在约 8-10 个都会区开展 Robotaxi 服务。具体的扩展进度将取决于各地区的监管审批情 况,目前我们已在内华达州、佛罗里达州和亚利桑那州提交了相关申请,这些申请信息都是公开可查 的。 在实际运营数据方面,我们在奥斯汀的无人驾驶车队(驾驶座无安全员)已累计行驶超过 25 万英里。 而在湾区,由于监管要求,我们仍在驾驶座配备安全员,但行驶里程已超过 100 万英里。 智通财经APP获悉,近日,特斯拉(TSLA.US)召开了2025财年第三季度财报电话会。特斯拉认为,随着 将人工智能带入现实世界,特斯拉正处在一 ...
黄金反弹 国际油价大涨超5%;扭亏为盈!英特尔公布最新财报;重磅发布会 今天上午10时举行丨每经早参
Mei Ri Jing Ji Xin Wen· 2025-10-23 22:45
Group 1 - The 14th National People's Congress Standing Committee of China is holding its 18th meeting from October 24 to 28 in Beijing [3] - The 2025 World Top Scientists Forum will take place in Shanghai from October 24 to 26 [3] - The U.S. stock market saw all three major indices rise, with the Nasdaq up 0.89%, S&P 500 up 0.58%, and Dow Jones up 0.31% [5] Group 2 - The Chinese government reported that the number of applications for the 2025 automobile trade-in subsidy has exceeded 10 million, with over 57.2% of the vehicles being new energy vehicles [7] - E-commerce in China has shown healthy growth, with online retail sales increasing by 9.8% in the first three quarters of the year [10] Group 3 - Intel reported a third-quarter adjusted earnings per share of $0.23, compared to a loss of $0.46 in the same period last year, with revenue of $13.65 billion, a 2.8% year-over-year increase [27] - NIO has achieved a significant increase in delivery volume, surpassing 10,000 units in a single week for the first time [22] Group 4 - Boeing appointed Landon Loomis as the new president of Boeing China, indicating a strategic focus on the Chinese market [20] - JD.com reported a successful auction for its "National Good Car" with a final bid of 78.19 million yuan, reflecting strong market interest [18]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-10-23 22:08
“Elon Musk slept on the factory floor to save Tesla during Model 3 crisis and now look at the tesla stock”@CathieDWood https://t.co/pFnbPi4x1S ...
Indexes Rise As More Mag Seven Earnings Loom; Tesla Reverses Higher
Investors· 2025-10-23 22:07
BREAKING: Indexes Rise Solidly, Leaders Rebound INVESTING RESOURCES Take a Trial Today Get instant access to exclusive stock lists, expert market analysis and powerful tools with 2 months of IBD Digital for only $20! IBD Videos Get market updates, educational videos, webinars, and stock analysis. Earnings season is squarely in focus while headline risks continue to add volatility in the stock market. But the major indexes rebounded from their 21-day moving averages on Thursday after stocks sold off a day e ...
Former Tesla bull slams Elon Musk and company, Intel earnings show signs of hope for turnaround plan
Youtube· 2025-10-23 21:41
Market Overview - Stocks are climbing, primarily driven by a rebound in the tech sector and a jump in oil prices, with the Dow up about 170 points and the S&P 500 up approximately 0.7% [1][3] - The NASDAQ composite is up 1%, and small-cap stocks, represented by the Russell 2000, are up 1.5% [3][4] Sector Performance - Energy is leading the market today, with tech following closely behind, both sectors outperforming the S&P 500 [6][59] - Notable tech stocks include Nvidia, which is up 1.3%, and Tesla, which is up 2% [7][60] - The volatility index (VIX) has decreased, indicating reduced market fear [4] Oil Market Dynamics - Oil prices surged over 5% due to sanctions imposed on two Russian energy companies, with WTI settling above $61 per barrel and Brent above $65 per barrel [9][11] - Despite the recent increase, year-to-date, WTI is down 15% and Brent is down 13% [11] Earnings Reports - Intel reported third-quarter revenue of $13.7 billion, exceeding expectations, but provided a lower fourth-quarter guidance of $13.3 billion [64][65] - Ford's third-quarter results topped estimates, but the company adjusted its full-year guidance lower due to an aluminum plant fire impacting F-150 production, projecting a $1.5 to $2 billion EBIT headwind [83][84] Company Insights - Intel's CEO highlighted that AI is accelerating demand for compute, creating opportunities across their portfolio [66] - Ford plans to increase F-150 production by over 50,000 trucks in 2026 to meet demand despite production disruptions [86] Consumer Trends - Tractor Supply reported a 7% increase in comparable sales for Q3 but noted a decline in discretionary big-ticket items, reflecting current consumer spending challenges [36][39] - Windham Hotels slashed its full-year outlook and missed revenue estimates, indicating a pullback in travel demand [41][42] Geopolitical Considerations - The upcoming meeting between U.S. and Chinese leaders is being closely monitored, particularly regarding the Taiwan situation and its potential impact on the semiconductor ecosystem [30][31]