Tesla(US:TSLA) 大鱼聊电动·2025-11-14 03:49Market Analysis & Stock Performance - Tesla's stock experienced a 6.64% decrease, closing at $401.99 [1] - The stock price dipped below $400, a psychological threshold not seen since September 2025 [1] - A high-growth stock rotation, rather than company-specific issues, contributed to the stock's decline [1] Product & Operational Challenges - Tesla recalled approximately 500 Powerwall 2 units in the US due to overheating risks stemming from a third-party battery cell defect [1] - Two key project managers, responsible for Cybertruck/Model 3 and Model Y respectively, left Tesla [1] China Market Dynamics - Tesla's retail sales in China fell to a three-year low in October, with 26,006 vehicles sold, a 35.8% year-over-year decrease [1] - Model Y sales in China were surpassed by a competitor, Xiaomi's YU7, in October [1] - Giga Shanghai's export volume surged by 84% to 35,491 vehicles in October, a two-year high [1] Strategic Moves & Future Outlook - Elon Musk purchased approximately 2.57 million shares of Tesla stock, worth nearly $1 billion, at prices ranging from $372.37 to $396.54 [2] - Tesla is shifting its strategic focus towards AI and robotics [1] - Elon Musk will attend the Baron Investment Conference to discuss the future vision of space exploration, AI, and transformative technologies [2]