Tesla(US:TSLA) 硬AI·2025-05-21 03:29Core Viewpoint - Elon Musk plans to significantly reduce future political spending, stating he has already contributed enough and sees no reason to continue investing in politics. Meanwhile, Tesla's sales have reportedly turned around, with Europe being the weakest region, while other areas perform strongly. Musk also announced the upcoming launch of Robotaxi in Austin, Texas, and the establishment of a factory for xAI to accommodate 1 million GPUs [3][4][5][12][19]. Group 1: Tesla's Leadership and Sales Performance - Musk intends to continue leading Tesla for at least the next five years, emphasizing that his control is not financially motivated but rather about ensuring the company's future [6][7]. - Despite facing a decline in sales last year and a significant drop in Europe, Musk claims Tesla has turned the situation around and expects no significant sales shortages [9][10]. Group 2: Political Contributions and Brand Image - Musk will drastically cut political contributions, having donated approximately $250 million during the last election cycle, primarily supporting Trump. This shift may impact the Republican Party's fundraising strategies for the upcoming midterm elections [11][12]. - Musk denies that his political activities have harmed Tesla's brand, arguing that while some left-leaning consumers may have been lost, the company has gained support from right-leaning consumers [13][14]. Group 3: Upcoming Innovations and Developments - Tesla plans to launch Robotaxi in Austin by the end of June, starting with about 10 vehicles and potentially expanding to thousands if successful [16][17]. - xAI will continue purchasing chips from Nvidia and AMD, with plans to build a factory capable of housing 1 million GPUs, indicating a strong focus on AI development [18][19].