（文章来源：证券日报） 证券日报网讯国机汽车11月18日在互动平台回答投资者提问时表示，公司与特斯拉建立了良好的合作关 系，为其提供汽车工程系统服务。公司积极拓展与全球各大汽车集团的合作机会。 ...

马斯克最近又搞了个大动作，表面上看像是"战略升级"，实则一脚踩进了政治泥潭。特斯拉突然对全球供应商下达了命令：两年内，必须把中国制造的零件 全"清理"干净。 换句话说，马斯克为了吃到美国那点补贴，可能要搭进好几层利润。这买卖，真的划算吗？ 问题是，这玩法动的不是虚拟货币，而是实打实的钱：据业内测算，只要特斯拉全面弃用中国零件，电池成本就得暴涨42%。这可不是小钱，尤其是在电动 车市场竞争越卷越狠的当下。 听起来像是要打造一个"更独立"的供应链，实际上，是为了迎合美国政府的电动车补贴政策。 事情得从美国的《通胀削减法案》说起。法案核心意思很简单：你想拿补贴，就别用中国的东西。电池、芯片、原材料，只要沾上"我国制造"，那高达7500 美元的购车补贴，直接打水漂。 为了让企业彻底"断粮"，2025年特朗普政府重回白宫不久后，还顺手给中国商品加了新一轮关税，电动车零部件也在"重点照顾"名单里。 结果就是，特斯拉在美国工厂的生产成本立马飙升了12%到15%。这年头利润本就薄，这下更是雪上加霜。 于是，马斯克干脆一咬牙，决定"配合到底"：不光美国市场要"脱钩"，连全球的供应商都得按照美国标准来选，尽可能远离我国制造。 听 ...

LFG $TSLA 🚀Elon Musk (@elonmusk):@Gfilche Major valuation change when there is unsupervised self-driving at scale and an even larger valuation change when Optimus reaches volume production ...

RT Chattanooga Charge (@ChatCharge)EVENT PRIZE DRAWING! How about your very own robot?? Like AND Share this post between now and midnight PST on Saturday November 29 to be entered to win a Tesla Diner Edition of the Optimus Bot Action Figure! Suited in black with black accents, this Optimus features the iconic Tesla Diner logo on the chest and includes fries and cyber stein accessories. ALSO, each drawing winner will receive a complimentary 3D-printed orange Cybertruck with an NFC chip from CyberSwag in the ...

RT Tesla Club Austria (@TeslaClubAT)Empty stomach doesn‘t win games 😂Chargin up for the big day 🌮💪 @DianaFreytag @tesla_club_pt @arvid_auner @Tesla_Ban https://t.co/n2E7Zz1k6L ...

大家好我是大魚 馬斯克週末 爆出一個讓所有 潛在車主 鬆一口氣 卻對 「等等黨」來說 極度殘酷的消息 AI5的量產延期 要到2027年中！ 為什麼這反而是 特斯拉股價 和現有車主的 天大好消息？ 因為這個延遲 徹底解除了 你擔心的 奧斯本效應 AI5的秘密 不止在車上 更藏在Optimus 機器人的 商業化關鍵中 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 AI5 恐怖的護城河 各位朋友 你是不是在為了 該買現在的 HW4車型 還是再撐一下 等AI5這件事糾結呢？ 如果你是 所謂的「等等黨」 那我今天有個 超級明確的消息 要告訴你 別等了 直接下單吧 馬斯克剛在週末 給了我們一個 「延遲大禮包」 但老實說 這對特斯拉的股價 和我們這些 車主來說 反而是個 天大的好消息 而且 除了晶片 特斯拉最近還 有兩個動作 一個在德州工廠 一個在賓州的 「荒郊野外」 這三件事串起來 你會發現 馬斯克正在佈一盤 很少人能 看得懂的局 就在剛過去的週末 馬斯克結束了 AI5 晶片的 設計評測 馬斯克透露了一個 讓所有潛在車主 都可以鬆一口氣的 關鍵資訊 AI5 要到 2027 年年中 才會有足夠的產量 切換 ...

Aswath Damodaran, the NYU Stern finance professor widely known as the “Dean of Valuation,” has issued a stark warning regarding the valuations of top tech giants, specifically naming Nvidia Corp. (NASDAQ:NVDA) and Tesla Inc. (NASDAQ:TSLA) as the most irrationally valued companies in the current market.Nvidia And Tesla Are The Most Irrationally ValuedSpeaking on the Prof G Markets podcast on Nov. 14, Damodaran expressed deep skepticism about the current pricing of AI darling Nvidia, which has seen its market ...

Core Viewpoint - The automotive industry is experiencing heightened tensions in supply chain dynamics, with major companies like General Motors and Tesla taking steps to reduce reliance on Chinese suppliers amid escalating geopolitical tensions and trade disputes [1][2][6]. Supply Chain Dynamics - General Motors has instructed thousands of suppliers to eliminate Chinese components from their supply chains, with some suppliers required to completely sever ties with China by 2027 [1]. - Tesla is also moving to stop using Chinese parts in its U.S. production lines, aiming to fully replace them with components from other countries within 1 to 2 years [1]. - European automakers Stellantis, BMW, and Volkswagen have collectively demanded suppliers to replace all Chinese-made semiconductors within the next 18 months, pushing for a "China-free" supply chain [2]. Geopolitical Context - The push to reduce dependence on Chinese supply chains is part of a broader trend among Western countries to bring manufacturing back home, driven by rising geopolitical tensions and supply chain vulnerabilities highlighted by recent events, such as the disruption caused by Nexperia, a subsidiary of China's Wingtech Technology [4][6]. - The automotive industry is viewed as a strategic sector that must be reclaimed to stabilize the manufacturing base in the U.S. and Europe [9]. Challenges in Supply Chain Rebuilding - The automotive supply chain is deeply globalized and complex, making it difficult for Western countries to quickly establish alternative sources to replace Chinese components [3][10]. - The U.S. automotive industry relies heavily on imports, with approximately 60% of parts sourced from abroad, including over 40% from Mexico and about 11% from China [10]. Economic Importance of the Automotive Sector - The automotive industry is crucial for national economies, contributing significantly to GDP and employment. For instance, it accounts for about 10% of GDP in China and Germany, and 20% in Japan [8]. - The sector's comprehensive nature means that rebuilding the automotive supply chain could stimulate multiple industrial sectors [8]. Future Outlook for Chinese Enterprises - Despite the challenges posed by supply chain restructuring, Chinese automotive companies are expected to leverage their manufacturing efficiency and scale to maintain a competitive edge, particularly in the electric vehicle sector [20]. - The shift in supply chains may compel Chinese firms to enhance their capabilities in higher-value segments, such as automotive chips and electric systems, as they adapt to the changing landscape [20].

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Xpeng Inc. (NYSE:XPEV) has said that it has three new Robotaxi models in the pipeline at the company's third-quarter earnings call amid an autonomous driving push.Three Robotaxi Models To Be Released Next Year"In 2026, XPeng plans to launch 3 Robotaxi models," Xpeng CEO and co-founder He Xiaopeng said during the earnings call with investors and analysts on Monday. The CEO added that the company's autonomous driving software does not "depend on high-definition maps or LiDAR."He said that the company's pilot ...