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解散!马斯克,突发!
TeslaTesla(US:TSLA) 券商中国·2025-08-09 04:53

Core Viewpoint - Tesla is dissolving its Dojo supercomputer team, which disrupts its internal chip development efforts for autonomous driving technology [1][4][6] Group 1: Dojo Supercomputer Team Dissolution - Tesla's CEO Elon Musk stated that it is meaningless to disperse resources on developing two different AI chips [2][6] - The Dojo system was previously seen as a key competitive advantage, with Morgan Stanley estimating it could add $500 billion in value to Tesla [2][4] - The decision to dissolve the team marks a significant shift in Tesla's strategy, as the company plans to rely more on external technology partners like Nvidia and AMD for computing resources [4][8] Group 2: Market Performance and Sales - Tesla's sales in major European markets are declining, with a 60% drop in registrations in the UK and a 55.1% decrease in Germany [9][10] - In contrast, Tesla saw a 27% increase in Spain and an 83% increase in Norway [10] - The company's Q2 revenue fell 12% year-over-year to $22.496 billion, with net profit down 16% to $1.172 billion [10][11] Group 3: Future Prospects and New Projects - Despite challenges in the automotive sector, Tesla's humanoid robot project, Optimus, is generating market interest, with plans for prototype release by the end of the year [11][12] - Tesla aims to produce 1 million units of the third-generation Optimus robot annually within five years, with expectations for significant improvements in performance [11][12] - Analysts believe that Tesla maintains a strong leadership position in emerging business areas like FSD and Robotaxi, indicating potential for growth despite current automotive pressures [12]