Core Points - SpaceX's rocket manufacturing and launch site in Boca Chica, Texas, has been voted to become a town named "Starbase," with 173 votes in favor and only 4 against, surpassing the required 143 votes [1][3] - Elon Musk announced on social media that the Starbase is now officially a city, which is significant for the company's operations and future plans [3] - The area of the new town is 3.9 square kilometers, located near the U.S.-Mexico border, and Musk initially proposed the idea of establishing a town in 2021 [3] Regulatory and Operational Changes - SpaceX previously needed to close a nearby road to a state park and beach during rocket tests and launches, which was managed by Cameron County; the Texas legislature is considering transferring this responsibility to the new local government [5] - SpaceX is seeking approval from the Federal Aviation Administration to increase its annual rocket launches from 5 to 25 [5] Environmental and Community Concerns - Environmentalists and local residents have protested against SpaceX's rocket launch and testing activities due to the inconvenience caused by road closures and environmental damage [6] Financial Performance and Challenges - Tesla's first-quarter earnings report showed a 9% year-over-year revenue decline, a 20% drop in automotive revenue, and a 71% plunge in net profit [8] - In Europe, Tesla's new car sales fell by 45% year-over-year in the first quarter [8] - Due to poor performance, Tesla withdrew its annual growth guidance for 2024, which previously estimated deliveries of 2.15 to 2.33 million vehicles in 2025, indicating a significant shortfall in actual deliveries [8] Leadership and Strategic Focus - Musk is reportedly reducing his time managing the government efficiency department to focus more on Tesla, while still dedicating some time to government affairs [9] - There are discussions within Tesla's board about finding a successor for Musk due to declining stock prices and investor dissatisfaction with his focus on government roles [8][9] Investor Sentiment - Investors are cautious about Tesla's future, especially after the disappointing first-quarter results [11] - Analysts have adjusted their expectations for Tesla, with predictions of a 5% decline in delivery volumes by 2025, which is considered optimistic given the current performance [12] - Concerns about Tesla's stock being overvalued persist, particularly regarding the potential profit erosion from the introduction of an economy model [12]
马斯克,传来大消息!