媒体再爆料：特斯拉陷入混乱，马斯克不再关心汽车

Core Viewpoint - Tesla is facing significant sales challenges, with a 13.5% year-over-year decline in global vehicle sales in Q2, compounded by a lack of new models and internal turmoil, while Elon Musk shifts focus towards autonomous driving and robotics [1][2][5]. Group 1: Sales Performance - Tesla's global vehicle sales dropped by 13.5% year-over-year in Q2, following a 13% decline in Q1, marking one of the worst sales crises for the company [1]. - The Cybertruck, Tesla's only new model in the past five years, has underperformed in sales [2]. - The overall electric vehicle market in the U.S. saw a decline of approximately 7% in Q2, affecting Tesla's sales performance [2]. Group 2: Strategic Shift - Despite the automotive sales challenges, Musk has indicated a strategic pivot towards autonomous taxi services and humanoid robots, which he believes could significantly enhance Tesla's market value [5]. - Musk has stated that the future vision includes potentially adding $5 trillion to $10 trillion to Tesla's market value through the success of autonomous driving initiatives [5]. Group 3: Internal and External Challenges - Tesla has experienced significant internal upheaval, with key executives, including Omead Afshar and Milan Kovac, leaving the company, reflecting instability that may impact strategic execution [3][4]. - Musk's political activities and public disputes, particularly with former President Trump, have also affected Tesla's brand perception [4]. Group 4: Market Valuation - Investors continue to support Musk's vision, maintaining Tesla's market valuation close to $1 trillion, despite analysts estimating the automotive business's value at less than $100 per share, significantly lower than the current stock price of around $300 [1][5]. - The disparity in valuation indicates a gap between market expectations based on Musk's future promises and the current performance of Tesla's core automotive business [5].