Tom Lee: The implied value of Elon Musk himself can also be priced through tokenizationTom Lee spoke at the 2025 Binance Blockchain Week, stating that tokenization will revolutionize Wall Street by decomposing enterprise elements, moving beyond simple asset fractionalization. Using Tesla as an example, he explained that tokenization could target specific value streams like the NPV of earnings on a date, the present value of a product stream, or the NPV of a specific region. This creates an "unlock" for expl ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - In industrial scenarios, humanoid robots are primarily suited for handling and quality inspection tasks, with a focus on ROI and the potential for expansion into more processes as their generalization capabilities improve [1][10][11] - The market demand for humanoid robots in China's industrial sectors, including automotive manufacturing, electronics manufacturing, and logistics warehousing, is projected to reach 484,000 units by 2035, with a market space exceeding 48 billion yuan [4][12] Summary by Sections 1. Core Insights - Humanoid robots are best suited for handling and quality inspection tasks, gradually expanding into basic assembly tasks as their capabilities develop [3][11] - The commercial viability hinges on achieving a return on investment (ROI) within two years, necessitating a reduction in robot prices to around 100,000 yuan and efficiency improvements to match human performance [3][11] 2. Industrial Manufacturing Flexibility - The demand for flexibility in manufacturing is increasing, with humanoid robots starting from short-chain tasks and gradually taking on more complex tasks [2][16] - Humanoid robots complement industrial robots, adapting to flexible production needs and enhancing operational efficiency [2][17] 3. Market Potential - The total demand for humanoid robots in the industrial sector is expected to reach 484,000 units by 2035, with a market potential of 48.36 billion yuan [4][12] - Collaboration between automotive companies and robotics firms is crucial for the deployment of humanoid robots in industrial settings, with companies like Tesla and XPeng leading the way [4][12]

此次股价上涨的契机，是马斯克证实特斯拉已开始在得克萨斯州奥斯汀市开展测试，计划在当地的网约车服务中投入完全自动驾驶车辆。目前，配备该公司 高级驾驶辅助系统的车辆在运营时，全程都有员工进行监控。 "从技术层面来讲，无监督自动驾驶如今已基本攻克。"马斯克在其旗下人工智能初创企业 xAI 举办的近期活动上表示，特斯拉或有意投资该公司。"届时， 奥斯汀市将出现无人驾驶的特斯拉机器人出租车。" 这一新里程碑凸显了特斯拉在过去一年的市场叙事脉络。2024 年末，投资者曾满怀乐观地押注特斯拉首席执行官埃隆・马斯克与唐纳德・特朗普总统的"密 切盟友关系"将为公司带来回报。但双方关系迅速恶化，企业经营的政治化倾向加剧，特斯拉的销量也因此受挫。 到了 2 月，随着批评者对马斯克与特朗普及欧洲极右翼领导人的关联表达强烈不满，美国国内外的反特斯拉抗议活动开始愈演愈烈。再加上特斯拉在中国市 场销量增速放缓，公司年度销量面临下滑压力，股价在 4 月初一度跌至每股 221.86 美元的低点。 不过，随着特斯拉推进人工智能与机器人技术相关规划，其股价强势反弹。此外，投资者批准了一项雄心勃勃的薪酬方案，该方案将马斯克与公司的绑定期 限延长至至 ...

Glad we could help start this process@MrColionNoir https://t.co/rMpD6ptAqlColion Noir (@MrColionNoir):I drove a @Tesla CyberTruck for a Week. I didn’t Like it.I LOVED IT! ...

Look who I ran into @MrColionNoir @woodhaus2 @TaranTactical @ArmoredCGWe shot out my Cybertruck and Erick’s with everything from 9mm to 0.5 calhttps://t.co/UG9bJOXQd0 ...

Tesla stock is up 217% since @Tim_Walz was crapping on $tslahttps://t.co/cHoyuLuoHr ...

一個老將 投Tesla 4億美元 現在直接 變80億 翻了整整20倍！ 這人就是 Ron Baron 最近接受訪問 把musk捧上天 他說 當年一看 Tesla需求爆表 就知道這是 世紀大機會 更猛的是 他爆料SpaceX 很可能在 明年夏天IPO 他猜就是 6月28日 Elon生日那天！ 估值？ 媒體預測 直衝1.5%萬 億美元！ Baron還說 年輕人瘋狂想進 馬斯克的公司 Elon開會超狠 關大家幾小時 一個個深挖問題 但員工超愛 這種強度 就想跟他 一起幹大事！ 這不只是投 車子或火箭 而是投一種 敢衝敢賭的文化 Ron Baron 砸100億進 SpaceX 現在等著收割 你覺得 SpaceX IPO 會不會讓 更多人暴富？ 留言告訴我！. ...

（来源：一览众车） 当地时间12月16日，特斯拉逆市上涨3.07%，收盘价489.88美元，创下上市以来的历史新高。市值一夜 增加485亿美元（约合人民币3415亿元），目前其总市值比中国所有上市车企的总和还要多几乎一倍。 之所以股价狂飙突进，核心是特斯拉自动驾驶的新进展以及机构看好等因素推动。 上周日晚些时候，特斯拉首席执行官马斯克在X上证实，公司目前正在测试不配备人类安全员的无人驾 驶出租车。这一消息为特斯拉股价注入了强心针。 到目前为止，特斯拉对Robotaxi的部署仍相对保守，旨在避免发生重大事故。不少分析师都认为，随着 特斯拉计划未来几年在全球扩展其自动驾驶叫车服务，Robotaxi有望成为该车企最重要的收入来源之 一。 瑞穗证券本周将特斯拉目标价从475美元上调至530美元，同时维持"买入"评级。 在周二发布的最新报告中，摩根士丹利分析师Andrew Percoco深入分析了特斯拉Robotaxi车队及其未来 数年的扩张。摩根士丹利预计，到2026年，特斯拉将把Robotaxi车队规模扩大到1000辆（远高于目前的 约50至150辆）。然而，与该行对特斯拉十年后的预期相比，这一规模仍然较小。 大摩 ...

大家好我是大鱼 Tesla市值 飙升至1.6% 万亿 美元 股价不断 刷新纪录 这波涨势 让投资人重新 审视这个电动车 帝国的潜力 资深投资人 Ron Baron分享 他早期注资 Tesla已实现 20倍收益 如今他预测 SpaceX明年中 可能上市 市值或达1.5%万亿 更吸睛的是 机构分析显示 Tesla无人驾驶 出租车队伍将于 2035年膨胀 至百万辆 这背后 隐藏着Elon Musk 如何化挑战 为胜利的关键 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘是489.88% 全天上涨了 14.57%美元 涨幅是3.07% 成交量是 1.04%亿股 Tesla股价今天 直接冲上新高！ 市值突破1.6%万亿美元 这波又让 空头傻眼了吧？ Tesla从去年低点 一路杀回来 谁还敢说 这家公司不行？ 这波涨势 背后又有老将 Ron Baron 跳出来讲话 听了真过瘾 他最近接受访问 把Elon和他的 公司捧得 像个传奇 事实摆在这里 Ron Baron 2014到2016年 投4亿美元 进Tesla 现在变80亿美元 翻20倍！ SpaceX从 2017年开始投 现在他们已经 砸了 ...

Group 1 - The upcoming maturity of over 170 trillion yuan in household deposits next year indicates a significant increase of nearly 20 trillion yuan compared to this year, with 32 trillion yuan in deposits maturing for terms longer than two years [2] - The successful launch of the Resource 3-04 satellite marks a significant achievement for China's space program, being the 617th flight of the Long March series rockets [3] - China's railway system has set a historical record by sending 4.28 billion passengers from January to November, reflecting a year-on-year growth of 6.6% [4] Group 2 - Huawei has undergone a leadership change with Yu Chengdong appointed as the new chairman of Huawei Terminal Co., replacing Guo Ping [5] - Wedbush Securities predicts that Tesla's market value could reach 3 trillion dollars by the end of 2026, driven by its advancements in artificial intelligence [6][7] - In Beijing, the sales area of new commercial housing from January to November has decreased by 4.6% year-on-year, with residential sales down by 6.9% [8] Group 3 - Singapore welcomed 15.5 million inbound travelers in the first eleven months of the year, with China remaining the largest source market [9] - Maserati's Grecale model has seen a surge in sales following significant price reductions, indicating a strong demand in the luxury car market [10] - New Hope Liuhe's IPO application has expired after six months, with CICC as its sole sponsor [11] Group 4 - In Beijing, the added value of strategic emerging industries and high-tech manufacturing increased by 16.5% and 8.4% respectively from January to November [11] - Zhiyuan Robotics has invested in Chidream Technology, a company focused on the development of companion robots [12] - Hainan Free Trade Port is preparing for its upcoming customs operations, with all necessary measures in place for effective management [13]