Morgan Stanley predicts it could cost as much as $70 billion for Elon Musk to reach his goal of 100 gigawatts of solar manufacturing capacity. ...

Core Insights - Leadership instability is prevalent across Musk's companies, with approximately 66% of his direct reports leaving since 2021 [1] Departures from xAI - Tony Wu's exit marks the fourth co-founder departure from xAI since its establishment in 2023, indicating a significant loss of institutional knowledge as the company competes with rivals like OpenAI and Google [2] - xAI has lost 50% of its founding team within just one year, following the departures of Christian Szegedy, Igor Babuschkin, and Greg Yang [2] Departures from Tesla - Raj Jegannathan, a 13-year veteran and VP of IT and AI Infrastructure, has left Tesla, where he was known for his crisis management skills and was recently appointed to oversee North American sales [3] Broader Trends - The departures of Wu and Jegannathan are part of a larger trend termed "Musk Exhaustion," which has reached a critical point in early 2026, suggesting that high turnover may be leading to burnout among even the most dedicated employees [4] - Musk's perspective on turnover as a means to "trim the fat" contrasts with the reality that losing 66% of leadership indicates significant challenges in management and employee retention [4]

凯利蓝皮书：在特斯拉的带动下，电动车价格1月下跌，销量持续放缓。 ...

◎记者 徐潇潇 2026年开年，特斯拉、蔚来、小米等车企发起"7年超低息"车贷竞赛。近期，东风日产推出"0首付，8年 贷"方案，让竞争愈发激烈。 从传统的1至5年期到如今的7至8年期，这场看似"普惠"的营销背后，是车企在新能源渗透率突破54%的 市场变局中的焦虑和突围。然而，当贷款期限超越产品换代周期，当车辆残值难抵未还贷款，在"低月 供"的诱惑之下，一系列隐忧也悄然浮现。 车贷期限"卷"到8年 他表示，传统车贷以车辆为抵押物，期限与车辆残值周期紧密挂钩。如今，"8年贷"已远超一般电动车 的主流换车周期。金融机构的风险模型正在从"资产覆盖风险"转向"用户信用风险"。 在深圳一家东风日产门店，销售人员对上海证券报记者表示："这款车的裸车价是12.99万元，加上购置 税、保险和上牌费，全部落地大概14万元。如果选择8年分期，总利息约27000元，加上裸车的车价，日 供55元左右；选择分期会有2000元政府补贴。" 目前，东风日产已将这一超长期金融方案扩展至全系车型，覆盖N6、N7、轩逸经典等主力车型，同样 支持96期0首付分期。其中，轩逸经典日供最低可至27元。上述销售人员介绍，合作的东风日产汽车金 融是正规持牌 ...

根据路透看到的一份给员工的备忘录，特斯拉已对德国IG Metall工会的一名成员提起刑事诉讼，理由是 他秘密录制了周二在柏林附近工厂举行的劳资会议。特斯拉证实了这份备忘录的内容，这标志着IG Metall与特斯拉之间紧张关系的最新低点。特斯拉格鲁海德工厂经理蒂埃里希在备忘录中说，参加会议 的IG Metall外部成员是作为客人出席的，然后开始 用电脑录音。特斯拉表示，劳资会议属于非公开活 动，录制会议内容构成刑事犯罪。 ...

Group 1 - CME Group has introduced new cash-settled futures contracts that will include over 50 top U.S. stocks, such as Alphabet, Meta, Nvidia, and Tesla [1]

特斯拉方面尚未对此事作出回应。 对Ward的任命恰逢特斯拉正面临美国电动汽车需求全面放缓以及欧洲销量大幅下滑之际。首席执行官 马斯克优先投资人工智能、自动驾驶和人形机器人。随着2025年交付量下滑，特斯拉将全球电动汽车销 量冠军的地位拱手让给了比亚迪。 特斯拉任命其欧洲业务的一位负责人来负责全球电动汽车销售，这是该公司陷入困境的汽车业务的最新 领导层变动。 据知情人士透露，特斯拉欧洲、中东和非洲（EMEA）业务副总裁Joe Ward将领导公司的销售、服务和 交付组织。 对Ward的任命恰逢特斯拉正面临美国电动汽车需求全面放缓以及欧洲销量大幅下滑之际。首席执行官 马斯克优先投资人工智能、自动驾驶和人形机器人。随着2025年交付量下滑，特斯拉将全球电动汽车销 量冠军的地位拱手让给了比亚迪。 沃德自2010年以物流实习生身份加入特斯拉以来，在该公司的销售部门步步高（维权）升。根据他的领 英个人资料，他于2022年被任命为EMEA副总裁。 责任编辑：丁文武 特斯拉任命其欧洲业务的一位负责人来负责全球电动汽车销售，这是该公司陷入困境的汽车业务的最新 领导层变动。 据知情人士透露，特斯拉欧洲、中东和非洲（EMEA）业务副 ...

Tesla stock extended its recent rebound on Tuesday, rising for a third consecutive session as investors weighed analyst commentary, strategic developments in the company's energy business, and changes... ...

In a recent interview with CNBC, Wedbush analyst Dan Ives suggested that the next stage of the artificial intelligence (AI) revolution will be "physical AI," and only a couple of companies will stand to benefit from this shift. Aside from Nvidia (NVDA), which doesn’t come as a surprise, Ives believes Tesla (TSLA) could also be the best physical AI play in the world, arguing that the company’s ambitions extend far beyond electric vehicles (EVs). Let’s find out what makes Ives so confident about Tesla. Mo ...

Tesla has named the European operations head to oversee the company's sales globally, Bloomberg News reported on Tuesday, citing people familiar with the matter. ...