Tesla(US:TSLA) 大鱼聊电动·2025-07-21 04:22Market Trends & Industry Dynamics - China's rare earth magnet exports surged by 660% in June 2025, but only reached half of the normal supply [1] - China is quietly issuing rare earth quotas but blocking data for national security reasons, posing a potential crisis for the electric vehicle industry [1] Investment Opportunities & Potential Risks - Tesla's stock price reached $329.65, with a price-to-earnings ratio of 181.44, leading to questions of overvaluation [1] - Using a Discounted Cash Flow (DCF) model, the valuation of Tesla's automotive, Robotaxi, and Optimus robot businesses could potentially reach $238 trillion by 2035 [1] Company & Key People - Trump threatened to terminate billions of dollars in contracts with SpaceX, stemming from disagreements over economic policies and SpaceX's role with NASA [1] - Musk unexpectedly voiced support for Trump, denouncing fake news allegations [1] Products & Services - JOWUA offers a 5% discount with the code BIGFISH95 on products such as hidden screen storage bases, car headrests, CCS2 dual-use mobile chargers (32A/7kW) with NEMA 14-50 adapters, folding electric scooters, and tire inflator charging kits [1]