Tesla(US:TSLA) 大鱼聊电动·2025-11-11 11:26Market Performance & Sales - Tesla China's October retail sales were 26,006 units, a 63.6% decrease compared to September and a 35.8% year-over-year decrease [1] - Tesla Shanghai Superfactory exported 35,491 vehicles in October, an 84% increase compared to the previous month [1] - Tesla's year-to-date (YTD) deliveries in China totaled 458,710 vehicles, an 8.4% decrease compared to the same period last year [1] - Tesla launched a new Model Y Long Range RWD version with a CLTC range of 821 kilometers, priced from RMB 288,500 [1] - Tesla's September sales in India were 64 units, and October sales were only 40 units due to high import tariffs [1] Strategic Initiatives & Technology - Tesla's AI strategy relies on xAI as an accelerator, with recursive loops between the two companies in data, software, hardware, and manufacturing [1] - Tesla is developing its own chips for robots due to the high failure rate (9% AFR average for H100) and unique requirements of robotics compared to data centers [1] Personnel Changes - Cybertruck Program Manager Siddhant Awasthi and Model Y Vehicle Program Manager Emmanuel Lamacchia both left Tesla [1]