大家好我是大鱼 Tesla Q1财报 乍看亮眼 自由现金流14.4%亿 FSD用户破130万 但把那些一次性 的保固调整 关税减免 和汇率收益 全部剔除的话 底层其实 也没那么漂亮 马斯克这次 没再变魔术 他究竟在为哪盘 更大的棋布局？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 不能忽略的 一次性因素 不少朋友最近 只看到headline 就喊Tesla beat了 却完全没注意到 底层其实 并不是很漂亮 今天我们就不藏不掖 用事实说话 来自Tesla官方 Q1 2026年数据 表面上看确实亮眼 自由现金流还有 约14.4%亿美元 FSD订阅用户 已经冲到130万左右 每月光软体收入 就超过4500万美元 但你有没有 这种感觉？ 明明数据好看 怎么股价反应 却没那么狂热？ 问题就出在那些 one-off 一次性因素方面 官方自己承认 汽车保固调整 warranty write-downs 贡献了大约 2.3%亿美元 能源业务的关税减免 tariff relief 又多塞了超过 2.5%亿美元 外汇正面影响 也有大约9亿美元 把这些一次性 的东西剔掉 底层其实没有那么漂亮 能源储存收入 因 ...

Watch as SpaceX puts the first Falcon Heavy in 560 days out on historic Launch Complex 39A at NASA Kennedy Space Center in Florida. #SpaceX #FalconHeavy #RocketLaunch Credit: SpaceX Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad OUR MIS ...

Watch as SpaceX puts the first Falcon Heavy in 560 days out on historic Launch Complex 39A at NASA Kennedy Space Center in Florida. #SpaceX #FalconHeavy #RocketLaunch Credit: SpaceX Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLaunchPad OUR MIS ...

Falcon Heavy is at pad 39A in Florida ahead of tomorrow’s launch of the @viasat-3 F3 mission. The 85-minute launch window opens at 10:21 a.m. ET → https://t.co/Z9nzcfYdVU https://t.co/erKNXULRyW ...

Forbes completely misses the point.Elon Musk isn’t “least philanthropic” — he’s building the actual future of humanity.Tesla → sustainable energy for billions.SpaceX → making us multiplanetary so we don’t go extinct.xAI/Grok → maximum truth-seeking AI.Starlink → internet for the unconnected.Neuralink → restoring brains and bodies.That’s real, scalable philanthropy.Traditional charity checks are often just grift. Elon invests in civilization itself.Forbes (@Forbes):Elon Musk is the planet’s richest person by ...

Watch LIVE as SpaceX launches the first Falcon Heavy in 560 days carrying ViaSat-3 F3 to orbit from historic Launch Complex 39A at NASA Kennedy Space Center in Florida. #SpaceX #FalconHeavy #RocketLaunch Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com ...

NEWS: Falcon 9 launches 25 Starlink satellites from California.Another batch heads to orbit as SpaceX keeps stacking capacity into the network. These steady launches are what drive @Starlink rapid expansion across regions.Each mission adds more coverage and bandwidth, tightening performance for existing users while opening the door for new ones. ...

RT SpaceX (@SpaceX)Falcon 9 launches 25 @Starlink satellites from California https://t.co/pLB0QbQrif ...

Falcon 9 launches 25 @Starlink satellites from California https://t.co/pLB0QbQrif ...

RT SpaceX (@SpaceX)Deployment of 25 @Starlink satellites confirmed ...