Tesla(US:TSLA) 大鱼聊电动·2025-09-12 04:05Stock Performance & Market Perception - Tesla's stock price surged by 6.04%, surpassing the $350 psychological threshold [1] - The market is beginning to recognize Tesla as a technology giant encompassing AI, robotics, and sustainable energy, rather than just an automotive company [1] Robotaxi & Autonomous Driving - Nevada DMV approved Tesla's application for autonomous vehicle testing, granting dedicated license plates and registration certificates [1] - Tesla received a testing registration permit in Nevada, allowing autonomous driving tests on public roads without a driver [1] - Robotaxi service is expected to be available to the public in Nevada soon, following a self-certification process [1] - Tesla is planning to use Robotaxi to pick up customers from Gigafactory Texas, offering a unique brand experience [2] Optimus Robot - The estimated manufacturing cost of Optimus is under $20,000 [1] - Each Optimus robot is projected to generate $100,000 in value annually, primarily through a leasing model [1] - The AI chip driving Optimus may cost between $5,000 and $6,000, highlighting its advanced capabilities [1] AI & Technology - The upcoming AI 5 chip will have several times the performance of AI 4, with 9 times larger memory and 8 times stronger computing power [1] - FSD V14 is expected to show significant improvements, making it feel "alive" [1] Energy Business - Tesla is addressing the global transformer shortage by manufacturing its own transformers and reducing Megapack installation time by 70% [1]