大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉中国 周销量继续攀升 2. Model YL 的 全球布局 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 特斯拉中国 周销量继续攀升 每当有人说 特斯拉在中国 不行了 要被国产 品牌淹没了 市场总是会用 最直接的方式 给他们一记 响亮的耳光 就在刚刚 过去的这一周 特斯拉在中国的 销量是1.4% 万台 这个数字怎么样？ 不算惊天动地 但是在经历了 上半年的 各种风风雨雨 以及目前这个 时间点来看 这绝对是一个 很扎实的数字 我们来拆解一下 这背后的意义 主要有三个重点： 第一点是稳住了阵脚 Q3发起攻击的姿态 已经摆好 光看1.4% 万这个 单周数字可能 没什么感觉 但我们把镜头 拉远一点 看一看整个 季度的趋势 大家看这张图 最右侧的柱状图 是现在的第三季数据 很明显 目前为止的 累积销量 已经远远甩开了 今年第一季和 第二季的 同期表现 甚至跟去年（2024） 表现强劲的 第三第四季相比 也仅仅只有 8000 台左右 的微小差距 这说明什么问题呢？ 说明特斯拉在 中国市场的 销售动能 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. 特斯拉又「自燃」？ 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 投资市场新闻 这个礼拜 全世界的投资人 都在等一个 男人开口 他的一句话 可能决定我们手上 特斯拉股票的走向 甚至是你下一台 Model Y 的 贷款利率 这个人不是马斯克 而是美联储 (Fed) 的主席 杰罗姆 · 鲍尔(Jerome Powell) 这周五 他即将在怀俄明州 的杰克森洞(Jackson Hole ) 全球央行年会上 发表演说 市场到底在 期待什么？ 简单来说 就是两个字 降息 现在整个市场 几乎都认定美联储 下个月(九月) 就要降息了 有多确定？ 根据彭博社的数据 货币市场认为 九月降息25 个 基点的机率 已经飙到84% 而且 大家还预期 年底前至少 还会降两次 为什么市场 这么有信心？ 主要原因是 美国的就业市场 终于开始降温了 之前大家一直担心 经济过热 美联储不敢松手 但七月份疲软的 就业数据 给了市场一个 强烈的信号 说明美国的经济引擎 转速慢下来了 可以踩点刹车 不用再猛 踩油门 了 但事情如果 这么简单 我 ...

Core Insights - Tesla's sales in Europe have significantly declined this year, primarily due to CEO Elon Musk's political stance causing consumer dissatisfaction and damage to vehicles and dealerships in some areas [1] - In contrast, Norway has seen a 24% increase in Tesla sales, making it the second-largest market for Tesla in Europe despite its small population of 5.5 million [1][2] - Tesla's long-standing relationship with Norway has fostered brand loyalty, which has helped mitigate negative external influences [1] Group 1 - In the first half of this year, Tesla's sales in Germany, Sweden, Denmark, and the Netherlands plummeted by over 50% year-on-year [1] - Norway's electric vehicle market has the highest penetration globally, with electric vehicles accounting for 94% of new car sales [2] - Tesla's market share in new car registrations in Norway has consistently ranged between 11% and 20% over the past five years [2] Group 2 - Despite facing challenges from competitors like Volkswagen and Volvo, Tesla has maintained its leading position in Norway [2][3] - A significant promotional campaign in May, including zero-interest financing and free supercharging, led to a 213% increase in new registrations for Tesla in Norway [3] - However, similar promotional efforts did not yield results in neighboring countries like Sweden and Denmark, where no Tesla models made it to the top ten in sales in July [3]

Group 1 - The weight of the S&P 500 in the MSCI International Index has increased from 50% in 2010 to 72% now, reflecting the long-term strong performance of US stocks [1][2] - Global institutions are increasingly concerned about the concentration of dollar-denominated assets, leading to a focus on diversifying their dollar exposure [2][3] - The US stock market remains the most profitable globally, driven largely by technology giants, but the current market rebound is concentrated among a few leading companies [3][4] Group 2 - European stock markets have outperformed globally this year, with significant gains in indices such as the DAX and Euro Stoxx 50, driven by a narrative of "de-dollarization" [4][5] - Germany is relaxing its long-standing fiscal discipline, which may lead to synchronized adjustments in the European fiscal framework, benefiting sectors like defense, industrials, and renewable energy [5][6] - The overall bond yield environment in Europe is improving, making fixed-income assets more attractive compared to US bonds, particularly for European and Swiss investors [6][7] Group 3 - Emerging markets, particularly China, are also seen as potential areas for capital diversification, with a focus on the improvement of profit margins in the Chinese market [7] - The recent "anti-involution" strategy in China aims to eliminate weaker companies and address overcapacity issues, which is viewed positively for future profitability [7]

Core Viewpoint - The report from CITIC Securities indicates a significant increase in electric vehicle (EV) orders due to changing consumer expectations regarding ongoing price reductions, despite a price increase in July for mainstream markets [1] Group 1: Market Performance - This week, EV order volumes have shown strong growth compared to the previous week, particularly for BYD (01211) and Geely (00175), which both experienced substantial increases in weekly order volumes [1] - NIO's (09866) Ladao L90 has exceeded market expectations in terms of order volume, while Li Auto's (02015) i8 has not secured sufficient orders, leading to a rare price adjustment within its first week of launch [1] Group 2: Industry Challenges - Original Equipment Manufacturers (OEMs) are facing pressures from weakened demand and policy uncertainties, as investors await signals of market stabilization [1] - There is a potential shift in focus towards overseas automotive markets as domestic conditions remain uncertain [1]

Electric Vehicle Industry Trends - Tesla's Optimus robot is adopting magnesium alloy, reducing weight by 30% and improving efficiency [2] - The global humanoid robot market is projected to exceed 1 million units by 2030, with lightweight materials like magnesium alloy being crucial [2] - Norway's new car registrations are 972% electric in July 2025, with Tesla Model Y leading at 75% market share [2] - BYD's sales growth slowed to 1% year-over-year in July 2025, with a 10% decrease compared to June [2][3] Tesla Developments - Tesla's first Supercharger in India, equipped with four V4 supercharging piles (250kW), is set to launch in Mumbai on August 4, 2025 [2] - Tesla plans to build eight Supercharger stations in India, four each in Mumbai and Delhi [2] - Tesla is using magnesium alloy for Optimus robot's drives, with potential for wider application due to cost-effectiveness and lightweight properties [2] - Elon Musk stated that Tesla will not sue other companies for using its patents, aiming to promote industry development [3] BYD Challenges - BYD's plug-in hybrid vehicle (PHEV) sales dropped by 226% in July, indicating potential market saturation or increased competition [3] - Chinese regulators are reportedly urging BYD and other automakers to avoid selling cars below cost and reduce price wars [3] - BYD's capital base is under pressure due to record financing and strained supplier relationships [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. Robotaxi 动态定价更省钱？ 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是319.04% 全天下跌了2.16%美元 跌幅是0.67% 美国三大股指 纳指上涨0.15% 道指下跌0.35% 标普上涨0.09% 政策方面的消息 美国政府釜底抽薪！ 废除气候圣经 过去十几年 整个美国甚至 全世界的环保法规 都建立在一个观念之上 我们叫它气候圣经 结果现在 有人要把这本 圣经给撕掉 就在7月29号 美国环境保护署 也就是EPA 在印第安纳州的一个 汽车经销商那里 开了个记者会 正式丢出一个震撼弹 根据EPA官方发布的新闻稿 署长李· 泽尔丁（Lee Zeldin）宣布 他们要废除一项 有着里程碑意义的法律意见 就是 危害性裁决（Endangerment Finding） 危害性裁决 这名称听起来很绕口 但你只要知道 它就是美国过去 所有气候变迁 法规的地基 这项在2009年 欧巴马时代确立的裁决 认定二氧化碳等 温室气体会危害 公众健康和福祉 有了这个尚方 ...

Regulatory & Policy Impacts - China's new regulation on single-pedal driving mode, effective January 1, 2026, prohibits stopping a vehicle solely by releasing the accelerator pedal, requiring brake pedal use, impacting Tesla's vehicle control logic and user experience [1] - The US federal tax credit of $7,500 is set to expire on September 30, 2025, prompting Tesla to alert customers [1] - A US manufacturing auto loan interest tax deduction policy proposed by Trump allows consumers to deduct up to $10,000 in interest on loans for US-assembled vehicles between 2025 and 2028, benefiting Tesla [1] Market Trends & Sales Performance - China's new energy vehicle sales account for over 60% of global sales, with over 30 million vehicles in use by early 2024, holding the largest global share [1] - Tesla's China insurance registrations for the week of June 30 to July 6, 2025, fell 75.8% week-over-week to 5,010 units and 22.9% year-over-year, indicating sales pressure [1] - Year-to-date, Tesla's China insurance registrations are down 5.3% compared to last year, reflecting market competition or economic factors affecting consumer confidence [1] - Statista forecasts the global electric vehicle market revenue to reach $784.2 billion in 2025, with China contributing $377.9 billion, nearly half of the total [1] Industry Challenges & Adjustments - China's electric vehicle market faces overcapacity, intense competition among hundreds of manufacturers, leading to price wars and reduced profits [1] - Porsche's IT subsidiary is cutting hundreds of jobs as part of a digital transformation and cost control strategy [2] - Honda has canceled the development of a large electric SUV, originally planned for 2027, and lowered its 2030 electric vehicle sales target from 30% to 20% due to slowing demand in the US market [2] - Other automakers like Ford, Jaguar Land Rover, and Nissan are also slowing down or canceling electric vehicle projects [2]

Group 1 - In the first half of 2025, Chinese electric vehicles dominated the Israeli market, with 21,252 units sold, accounting for 81.2% of the total electric vehicle sales in Israel [1] - The top-selling Chinese electric vehicle in Israel was the XPeng G6, with sales of 3,164 units, followed by BYD's ATTO 3 and Chery's Omoda 5 [1] - The total sales of Chinese electric and fuel vehicles in Israel reached 45,439 units, making China the largest automotive supplier to Israel [1] Group 2 - BYD launched its first hybrid travel car, the Seal 06DM-i, with a price range of 109,800 to 129,800 yuan, featuring electric ranges of 80 km and 150 km [2] - The Seal 06DM-i is equipped with the Tian Shen Zhi Yan C intelligent driving assistance system, enabling advanced navigation and automatic parking [2] Group 3 - Xiaomi's founder Lei Jun showcased the Xiaomi SU7 Ultra, which serves as the safety car for the China Automotive Endurance Championship [3] - The Xiaomi YU7 was also revealed as the medical car for the championship [3] Group 4 - The interior of Porsche's first all-electric Cayenne has been revealed, featuring four large screens and minimal physical buttons [4] - The Cayenne EV is expected to debut later this year, with a starting price of approximately $90,000 (around 645,000 yuan) and high-end Turbo versions potentially exceeding $130,000 (around 932,000 yuan) [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普马斯克战火再起 2. 中国市场周销量 创纪录 3.大众Uber联手 推自驾巴士 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 川普马斯克战火再起 马斯克抨击 大而美法案 后川普 在 Truth Social上 直接开炮 点名马斯克 说他可能拿了史上 最多的补贴 没这些钱 马斯克恐怕得 打包回南非 关掉特斯拉和SpaceX 这话听起来火药味十足 但是真如川普所说吗？ 咱们来瞧瞧这场 大戏背后的真相！ 我们先说川普提到的补贴 特斯拉确实拿过 政府的资金 最有名的是2010年 从美国能源部拿到的 4.65%亿美元低息贷款 用来开发电动车技术 这笔钱可不是白给的 而是来自能源部的 先进技术车辆 制造（ATVM）计划 专门支持清洁能源项目 结果呢？ 特斯拉在2013年 就提前9年还清了 这笔贷款 连本带利 一分没少！ 这事在 CleanTechnica 有详细报导 堪称政府投资的 成功案例 但是再看看其他 汽车公司 2009年金融危机时 通用汽车（GM） 拿了500亿美元的 政府救助 至今没听说 他们提前还清 福特、克莱斯勒 也拿 ...