Tesla(US:TSLA) 大鱼聊电动·2025-09-29 03:35Industry Analysis & Competitive Landscape - Chinese companies are actively studying and potentially imitating Tesla's technologies, particularly in humanoid robots, with Xiaomi being open about disassembling Model Y vehicles for research [1] - A state-backed initiative in Beijing is establishing a large-scale data training center for humanoid robots, aiming to generate 6 million high-quality data points annually to accelerate AI development in robotics [1] - The market for humanoid robots may fragment into separate ecosystems, with Tesla's Optimus potentially dominating global markets while China develops a self-sufficient ecosystem within its borders due to data and security concerns [1] Tesla's Performance & Future Outlook - Analysts have revised upwards their delivery estimates for Tesla's Q3, projecting approximately 475,000 vehicles, exceeding initial Wall Street expectations of 445,000 [1] - While Tesla's market share in the US has decreased from 35% to 27%, this indicates the electric vehicle market is transitioning from a niche to a mainstream market [2] - Tesla's high P/E ratio (237x) suggests investors are valuing the company not just as an automaker but also for its potential in AI and robotics, particularly the Optimus robot and Robotaxi initiatives [2] Market Dynamics & Regional Performance - Tesla experienced strong sales in Europe towards the end of Q3 [1] - In China, Model Y maintains its leading position in consumer searches despite competition from new electric vehicle models [1] - In the US, Tesla's Q3 sales may show a decrease compared to the previous year, influenced by the anticipation of the $7,500 electric vehicle tax credit [2]