特斯拉，重大转向！

Core Viewpoint - Tesla's future value is projected to derive approximately 80% from the Optimus robot, marking a strategic shift from electric vehicles and energy to artificial intelligence and robotics [1][5]. Group 1: Strategic Shift - The release of "Master Plan Part IV" indicates a significant strategic pivot for Tesla towards AI and robotics, moving away from its previous focus on electric vehicles and energy solutions [1][9]. - The new plan emphasizes the integration of AI into real-world products and services, aiming to create a sustainable and prosperous future [3][5]. Group 2: Principles of Master Plan Part IV - Tesla outlines five guiding principles in the new plan: 1. Growth is infinite 2. Innovation eliminates limitations 3. Technology solves real-world problems 4. Automation must benefit all humanity 5. Greater accessibility leads to greater growth [4]. Group 3: Product Development Direction - The principle of "using technology to solve real-world problems" highlights Tesla's focus on product development, such as improving traffic conditions through autonomous driving and utilizing the Optimus robot to alleviate tedious or dangerous jobs [5]. Group 4: Historical Context - Previous Master Plans (1.0, 2.0, and 3.0) primarily focused on electric vehicles and energy solutions, with 1.0 centered on electric vehicle production, 2.0 on sustainable energy ecosystems, and 3.0 on renewable energy solutions [6][7][8]. Group 5: Current Challenges - Tesla faces declining electric vehicle sales in multiple markets, with significant drops in registrations reported in France (down 47.3%), Sweden (down over 84%), and California (down 21.1%) [11][12]. - The company reported a revenue decline of 12% year-over-year in Q2 2025, marking one of its worst quarterly performances in a decade [12].