近日，据媒体报道，特斯拉Model Y整车项目经理埃马纽埃尔·拉马基亚（Emmanuel Lamacchia）与Cybertruck项目负责人西达恩特·阿瓦斯蒂（Siddhant Awasthi）已先后在社交平台宣布离职。至此，特斯拉Model 3、Model Y、Cybertruck三条重要产品线的负责人全部离开。 不过，特斯拉也并未毫无机遇。马斯克1万亿美元的薪酬方案获批，意味着他将与特斯拉深度"绑定"，带领公司实现特定业绩目标。未来，特斯拉将如何发 展，是否能实现业绩上的回暖，GPLP犀牛财经将持续关注。 有分析人士认为，两位核心高管的离职，主要还是因为特斯拉战略中心的转移。近期，特斯拉首席执行官马斯克在多个场合多次强调特斯拉战略重心已从汽 车业务偏离，更多资源投向人工智能、机器人等新兴领域。随着战略转移，特斯拉汽车业务员工资源便跟着下降，项目推进面临困境，战略方向也不明确， 这些困境或许就是两位负责人离职的原因。 从业务现状来看，特斯拉汽车业务面临诸多挑战。以Cybertruck为例，2025年第三季度，其在美国销量同比暴跌约63%，仅有约5400辆，与曾经号称"年销25 万辆"的目标差距巨大。同时， ...

RT Dana Chandler 🇨🇦🖖 (@nursedanakay)Mad max mode is both assertive and courteous. FSD approaches a double roundabout, passes most of the traffic on the right, finds the gap and executes. In the next block it makes a quick decision to allow a bus ahead so it could enter a turn lane. 🤯👍 https://t.co/MgVyWJHMFw ...

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上海是汽车工业的重镇，是新能源汽车发展的沃土。特斯拉上海超级工厂于2019年1月在沪开工建 设。 人工智能是上海经济发展的引擎之一。今年一季度，上海市规上人工智能产业规模超过1180亿元 (人民币)，同比增长29%。 截至今年11月12日，上海累计已完成115款生成式人工智能服务备案。 中新社上海11月13日电 (记者 郑莹莹)记者13日从上海市经济和信息化委员会获悉，由上海推荐备 案的"特斯拉xBot客户服务""小沃智能助手"模型，近日成为中国首批获批上线的外企大模型产品。 据介绍，"特斯拉xBot客户服务"模型旨在为特斯拉车主及潜在用户提供智能问答服务。用户可以通 过"特斯拉xBot客户服务"进行特斯拉产品售前、售中、售后咨询，如查询车辆价格、预约车辆试驾、查 询车辆物流信息、咨询车辆使用方式、查找充电站点地址等。 沃尔沃汽车的"小沃智能助手"则提供沃尔沃用车、购车、车生活、车养护等相关智能问答。 ...

Grok Imagine is available on iOS and Android.https://t.co/5EJY5bPXB1 ...

Core Viewpoint - Billionaire Peter Thiel's Thiel Macro Fund has completely liquidated its holdings in Nvidia, selling approximately 537,742 shares, which accounted for nearly 40% of its portfolio, with a total value close to $100 million [1] Summary by Categories Nvidia - Thiel Macro Fund sold all its shares in Nvidia during the period from July to September, amounting to approximately 537,742 shares [1] - The total value of the sold Nvidia shares is estimated to be close to $100 million [1] Tesla - Thiel reduced his holdings in Tesla from 272,613 shares to 65,000 shares [1] Apple and Microsoft - The fund acquired 79,181 shares of Apple and 49,000 shares of Microsoft [1] Vistra Energy Corp - Thiel sold all shares in Vistra Energy Corp, totaling 208,747 shares [1] Background on Peter Thiel - Peter Thiel is a co-founder of fintech giant PayPal and defense AI company Palantir, known for his successful investments, including early investments in Facebook [1]

Elon Musk has once again put Microsoft co-founder Bill Gates in the spotlight for his long-running short position against Musk-led electric vehicle company, Tesla. The Tesla chief has reignited the years-old dispute with a fresh remark on social media, suggesting that Gates should settle the bet if he has not already done so.On Saturday, the Tesla Owners Silicon Valley handle on the social media platform X (formerly Twitter) said that Billionaire philanthropist Bill Gates is covering his Tesla short positio ...

文 |财观二姐 可以说2025年人形机器人赛道在全球升温，离不开的一个推手就是马斯克和他的特斯拉----从2021年定 名为Optimus（擎天柱）的人形机器概念图公开、到2022与2023年分别公开原型机与第二代（Gen 2）产 品，三年里每年一个脚印；2024年Optimus未再推出新版本，只是进行了部分功能场景展示，从而让业 界的胃口被吊到了2025年。 2025年3月，马斯克就在特斯拉的全员大会上宣布要在年内生产出5000台Optimus，但仅仅4个月后该款 机器人产能不足的信息便在财报电话会议上被确认，宣告了Optimus进展目标在年内的跳票。 考虑到马斯克有过几次的"画饼"前科，被他寄于厚望的这款人形机器人以及其量产前景会不会再出波 折，就很难讲了。 也许人们会好奇，这位"当代钢铁侠"所领军的特斯拉----这家当今全球可以说资源技术禀赋最为全面、 同时也是最擅于不断用一个个成功案例来推动其公司叙事的企业，为什么会连续两年没能在他们下重注 的人形机器人赛道上取得大的进展？这背后，对于国内目前势头火热的人形机器人领域玩家又提供了什 么样的启示？ 场景之别 人形机器人的场景差异，可能是以特斯拉Optim ...

Core Insights - The penetration rate of new energy vehicles (NEVs) in China surpassed 50% for the first time in October 2025, marking a significant shift towards electric vehicles as the dominant market force [1] - In October, the production and sales of NEVs reached 1.772 million and 1.715 million units respectively, with year-on-year growth exceeding 20%, setting new historical records for the month [1] - Cumulative sales for the first ten months of the year approached 13 million units, indicating a sustained increase in market enthusiasm for NEVs [1] Market Dynamics - The price range of 200,000 to 220,000 yuan has emerged as a critical threshold for consumers when choosing between new and used vehicles, as it encompasses both mainstream new energy vehicles and high-end used models [1] - Used cars in this price range offer advantages in terms of intelligent features, vehicle size, and driving experience compared to new cars [1] Competitive Landscape - The top-selling new models in the 200,000 to 220,000 yuan range for October included the Fangchengbao Titanium 7, Xiaomi SU7, and Leap Motor C11, all of which have high-value alternatives in the used car market [1] - For instance, the 2023 model of Li Auto L7 Pro offers superior range and comfort compared to its new counterparts, while the BMW 5 Series New Energy 535Le, originally priced around 500,000 yuan, is available for approximately 230,000 yuan in the used market [1] Consumer Behavior - The trend towards purchasing used NEVs is increasingly viewed as a smart and pragmatic choice rather than a compromise, as the technology stabilizes and the depreciation rates of used vehicles decline [2] - Consumers are encouraged to focus on thorough research and verification when selecting used NEVs, emphasizing the importance of asking questions, inspecting details, and ensuring guarantees [3][5] Recommendations for Purchasing Used NEVs - Utilize reputable platforms like Guazi Second-hand Cars for better pricing and direct sourcing [5] - Engage with AI tools to clarify needs and compare options before purchase [5] - Conduct detailed inspections of vehicle conditions through video checks and ensure comprehensive support during the pickup process [5] - Pay special attention to battery health and consider warranties that provide dual protection [5]

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk thinks that Microsoft Corp. (NASDAQ:MSFT) co-founder Bill Gates should abandon his short position against the EV giant's stock.‘Crazy' Short Position, Says Elon MuskOn Saturday, the Tesla Owners Silicon Valley handle on the social media platform X opined that Gates was covering his Tesla short position following news that the Bill Gates Foundation was dumping 65% of its Microsoft stock position for $8.8 billion.Responding to the post, Musk shared his thoughts, calling ...