Core Viewpoint - Michael Burry has publicly denied taking a short position on Tesla, despite previously labeling the company's stock as "ridiculously overvalued" [1][3][10] Group 1: Tesla's Performance and Estimates - Tesla's own compilation of analyst delivery estimates indicates an average expectation of 422,850 deliveries in Q4, representing a 15% decline from the previous year [3] - For the full year, Tesla's average delivery estimate is about 1.6 million for 2025, which is an 8% decrease from 2024, marking a second consecutive annual decline [4] - Tesla shares have experienced significant volatility in 2025, influenced by slowing sales and increased competition, particularly from Chinese EV manufacturers [5][7] Group 2: Stock Price Movements - Tesla's stock reached a record closing price of $489.88 on December 16, 2025, but was trading around $453 per share as of Wednesday afternoon [7][10] - The stock has faced pressure earlier in the year due to various factors, including Elon Musk's political activities [5][7] Group 3: Burry's Position and Market Commentary - Burry has made bearish calls on the AI sector and has previously disclosed put options related to Tesla, although he later stated that position was closed [8] - His recent comments draw a distinction between criticizing Tesla's valuation and actively betting against its stock [10] Group 4: Legal Context Surrounding Musk - The National Labor Relations Board has dropped a complaint against Musk's SpaceX regarding severance and arbitration policies, marking a legal win for Musk [11] - This development is part of a broader legal struggle between Musk's companies and federal regulators [12]

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

Core Viewpoint - Tesla has launched its latest Full Self-Driving version, FSD v14.2.2.2, which claims to offer smoother lane changes and enhanced decision-making capabilities [1] Group 1: Product Development - The new FSD version aims to improve the overall driving experience by focusing on smoother lane transitions [1] - Enhanced decision-making is a key feature of the FSD v14.2.2.2 update, indicating advancements in the software's AI capabilities [1] Group 2: Market Position - Despite the advancements in FSD technology, there remains skepticism regarding the timeline for achieving fully autonomous driving, as expressed by industry experts [1] - Elon Musk's ambitious promises regarding the capabilities of Tesla's self-driving technology continue to attract attention, but the market remains cautious [1]

Core Insights - Rivian's stock has significantly outperformed Tesla shares in 2025, indicating a strong market position for Rivian in the electric vehicle sector [1] Company Performance - Rivian's stock performance in 2025 has shown a wide margin of outperformance compared to Tesla, suggesting effective strategies and investor confidence in Rivian's growth potential [1]

旧金山Salesforce公园的清晨，一位推着婴儿车的前软件工程师木然地看着孩子们嬉戏。几天前，他刚 收到这家市值2400亿美元软件巨头的裁员通知。与此同时，纳斯达克交易大厅的屏幕上，亚马逊股价创 下历史新高，背后是这家公司刚刚宣布裁减1.4万名员工的计划。 特斯拉CEO埃隆·马斯克在2025年获得股东批准的薪酬方案让他有望成为史上首个身家突破万亿美元的 富豪，其个人净资产已从年初的3420亿美元飙升至7520亿美元。 在硅谷的创新引擎加速转向AI的进程中，一场被称为"第三次结构性洗牌"的变革正在发生：科技巨头们 一边宣布大规模裁员，一边收获资本市场的热烈追捧。 裁员追踪网站Layoffs.fyi的数据显示，2025年仅上半年，全球科技公司已削减近10万个职位，单月最大 裁员规模达2.45万人。 裁员浪潮与结构性切割 硅谷的裁员风暴呈现系统性和结构化的特点。与过去经济下行周期中的裁员不同，这次裁员潮直接与 AI的崛起和部署紧密相连。 从媒体数据看，亚马逊自2022年以来已累计裁员超2.7万人，微软今年仅半年时间就裁员超1.7万人，英 特尔在今年夏季三个月就裁员20500人。 硅谷的裁员潮几乎席卷了科技行业的每 ...

Despite his long-standing reputation as a Tesla, Inc. (NASDAQ:TSLA) skeptic, Michael Burry confirmed on Wednesday that he currently holds no short position in the EV giant. TSLA stock is moving. See the chart and price action here. The clarification comes amid heightened speculation as the market awaits Tesla's fourth-quarter vehicle sales figures and following a series of critiques from Burry regarding the company’s valuation.  ‘Ridiculous' ValuationBurry has not held back on his fundamental assessment, re ...

Tesla stock was mostly flat on Wednesday, the final trading day of 2025, capping a turbulent year marked by sharp swings in sentiment, record highs, and growing unease around the company's core electr... ...

Tesla has taken the unusual step of publishing sales forecasts that suggest 2025 deliveries will be lower than expected and future years’ sales will be well below targets set by its chief executive, Elon Musk.The US electric vehicle maker published figures from analysts suggesting it will announce 423,000 deliveries during the fourth quarter of 2025, in a new “consensus” section on its investor website. That would represent a 16% decline from the final quarter of 2024.The estimates suggested that Tesla woul ...

重申机器人贝塔机会和超额投资方向 20251231 摘要 特斯拉人形机器人的进展是行业标杆，其发布和量产标志着供应链的确 定性，对苹果、谷歌、华为等公司具有重要参考意义，投资者应关注其 SOP 和小批量生产及大规模量产阶段。 成长型行业估值不应仅凭静态 PE，而应关注技术和供应链成熟后的未来 增长潜力。对特斯拉及其供应链企业，应关注技术进展和大规模量产能 力，而非短期出货数据。 获得超额收益的策略包括：关注电子类标的，因其他科技巨头可能跟进 人形机器人；重视 ASP 提升和份额扩张；投资具有创新能力和技术优势 的公司，如恒立液压。 北塔及其相关行业的投资机会基于产业格局的高度确定性。即使一些供 应商未直接进入核心客户，但其市场份额巨大，同样值得关注。 奥比中光在深度相机领域、宁波华翔在 PIG 产能扩张、英诺赛科在中低 压氮化镓领域具有显著优势，A 股方面可关注宏微科技等公司。 绿谐波是全球人形机器人减速器领导者，收入快速增长，与特斯拉等客 户紧密合作。魔术科技是特斯拉长期合作伙伴，订单获取概率高；岱美 专注于触觉传感器，与特斯拉有成熟供货关系。 科森科技已进入特斯拉供应链，提供结构件，并拓展苹果散热模组、 ...

关注 「电动车公社」 和我们一起重新思考汽车 《今日新闻》将会每天给大家带来几条当日重磅新闻，并附上社长的简单评论。关注「电动车公社」，新能源圈大事小事 ，看我们就够啦～ 12月30日， 特斯拉全球第900万辆电动车在上海超级工厂下线，车型为特斯拉Model Y， 上海超级工厂以极高的生产效率，用6年时间贡献了特斯拉近半的 全球交付量。 特斯拉一直在经历国产新势力的"销量围攻"，但却一直凭借优秀的三电技术和品牌认可度稳居前列，按照这个生产速度，预计明年年中即可实现1000万辆汽 车生产下线，特斯拉超级工厂证明了"高端智造"和中国本土供应链结合的强大效率。 2、 华为乾崑智驾系统累计搭载量突破140万辆 今日新闻要点： 特斯拉全球产量突破900万辆 12月30日，华为轮值董事长孟晚舟披露，华为 乾崑智驾系统累计搭载量突破140万辆， 辅助驾驶里程近70亿公里。 1、 特斯拉全球产量突破900万辆； 华为乾崑智驾系统累计搭载量突破140万辆； 卓驭发布VLA多模态世界模型； 2026年汽车国家补贴政策发布； 新款传祺向往M8上市，售价30.99-35.99万元； 华为辅助驾驶合作汽车品牌已经超过15家，覆盖超过3 ...