Tesla(US:TSLA) 智通财经网·2025-09-02 12:53Group 1 - The core focus of Tesla is shifting from its automotive business to the development of humanoid robots, with CEO Elon Musk stating that approximately 80% of the company's future value will come from the Optimus robot [1] - Tesla's Master Plan Part IV emphasizes the integration of artificial intelligence into products and services, aiming to create a sustainable and prosperous future [1] - The release of Master Plan Part IV marks a strategic shift for Tesla, moving away from electric vehicles and energy towards artificial intelligence and robotics [1] Group 2 - Despite the strategic shift, Tesla's electric vehicle sales have been declining in multiple markets, with a reported 4% year-on-year decrease in wholesale sales in China for August [2] - In California, Tesla's electric vehicle registrations fell by 21.1% in Q2, marking the seventh consecutive quarter of decline, which is critical as California accounts for over 30% of the U.S. zero-emission vehicle registrations [3] - In Europe, Tesla's sales have also been weak, with a reported 84% year-on-year drop in vehicle registrations in Sweden for August and a 47.3% decline in France during the same period [3]