Tesla(US:TSLA) 大鱼聊电动·2025-10-03 04:13Tesla's Q3 Performance & Market Dynamics - Tesla Q3 deliveries reached approximately 497,099 units, setting a new record [1] - Q3 vehicle production totaled approximately 447,450 units [1] - The stock price experienced a drop of over 5% following the Q3 delivery data release [1] - Tesla's Q3 energy storage deployments reached 125 GWh, exceeding previous quarters [2] - Tesla Taiwan Q3 deliveries increased by 184% compared to Q2, reaching 5,778 units [2] Concerns & Countermeasures - Wall Street fears a potential demand cliff in Q4 due to the expiration of the $7,500 federal tax credit in the US [1] - Tesla introduced the new Model Y Performance (MYP) to stimulate demand and offset potential declines [1] - China's purchase tax reduction policy adjustment at the end of the year is expected to drive a wave of purchases in Q4 [1] - Tesla is experiencing improving sales trends in Europe, contributing to filling potential demand gaps [1] Future Growth & Technology - The company believes its core value extends beyond vehicle sales, focusing on AI advancements [1] - FSD v14 is anticipated to be a crucial step towards autonomous driving [1] - Cybercab (unmanned taxi) prototype production is expected to begin soon [1] - Optimus robot development is progressing, with potential to replace human labor [1] Semi & Cost Analysis - Tesla Semi's total cost of ownership (TCO) is becoming more competitive than diesel trucks in many commercial applications [2] - PepsiCo's Semi trucks average 17% miles per kWh in heavy load conditions [2] - Electric trucks have significantly lower maintenance costs compared to traditional diesel trucks [2]