大家好我是大鱼 兄弟们 假如电池 不改化学 不用固态 单靠电极 结构的升级 就能直接 多出20%续航 你能相信吗？ 这不是幻想 是芝加哥大学 刚在 Nature Energy 发表的真枪 实弹的突破 传统高压电池 衰退的元凶 原来不是 材料本身 而是电极内部 电压不均！ 干制程一次解决 Tesla的 4680从头 就在选这条路 现在已经 量产落地 这波红利 他们最有机会 吃到最大 的那一块 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周三收盘是411.32% 全天上涨了 0.69%美元 涨幅是0.17% 成交量是 4553万股 第一部分 Tesla的独家优势 兄弟们 电池突然多出 20%续航 是什么感觉？ 不用换新化学材料 不用搞固态电池 就靠一个 干电极架构 容量保留78% 平均库仑效率 超过99.9%！ 芝加哥大学 昨天刚在 自然 能源 Nature Energy 发表了一篇论文 这根本是 电池界的降维打击 这不只是省钱 更环保这么简单 这玩意儿直接 把电池性能 也拉上去了 重要的是 这对Tesla来说 绝对是天大的 好消息 先来看官方数据 芝加哥大学 普利兹克Pritzker 分 ...

大家好我是大鱼 Giga Texas 生产线上 第一台无方向盘 无踏板的 Cybercab 正式下线了 这不是原型秀 而是真实验证车 标志Tesla的 unboxed 革命制造 正式启动 目标是5秒一台 成本压到能让 Robotaxi 一年扩张 几百万辆 但大家最关心 的真相是 FSD还没到 完全可信赖的地步 这台车现在 只是漂亮的空壳 真正上路 的安全性 才是决定成败 的生死线 制造端已经开枪 自动驾驶 会不会跟上？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘是410.63% 全天下跌了 6.81%美元 跌幅是1.63% 成交量是 5899万股 现在Tesla的股价 面对两个 潜在的变数 第一就是 SpaceX IPO 几个月之后 就要来 这确实是 TSLA股价的 潜在压力点 但是油管上 大部分的分析 都不愿意提 或者是淡化 这方面的压力 因为在Tesla社群 讲风险似乎 不够刺激 话说重了 还会影响流量 但我一直在 提醒大家关注 SpaceX IPO的事 这件事有可能 是今年要面对的 最大风险 第二个重要的变数 就是我们今天 要聊的Cybercab 这款车今年的 正式推出 ...

Core Viewpoint - Tesla's overall performance in 2025 showed a decline in revenue and net profit, with total revenue decreasing by 2.9% year-on-year to $94.83 billion and Non-GAAP net profit down by 26.4% to $5.86 billion [4] Group 1: Automotive Business Performance - In Q4 2025, Tesla's global delivery volume decreased by 15.6% year-on-year and 15.9% quarter-on-quarter to 418,000 units, with automotive revenue declining by 10.6% year-on-year and 16.6% quarter-on-quarter to $17.69 billion [5] - The average selling price (ASP) of vehicles was approximately $41,000, reflecting a year-on-year increase of 3.3% but a quarter-on-quarter decrease of 1.6% [5] - The automotive gross margin, excluding regulatory credits, improved by 4.3 percentage points year-on-year and 2.5 percentage points quarter-on-quarter to 17.9%, primarily due to optimization in sales region structure [5] Group 2: Energy Business Performance - In Q4 2025, Tesla's energy storage installation volume increased by 29% year-on-year and 14% quarter-on-quarter to 14.2 GWh, with energy business revenue rising by 25.4% year-on-year and 12.4% quarter-on-quarter to $3.84 billion [5] - The gross margin for the energy business was 28.6%, showing a year-on-year increase of 3.4 percentage points but a quarter-on-quarter decrease of 2.8 percentage points [5] - The outlook for the energy business remains positive, driven by the launch of Megapack 3, Megablock, and the ramp-up of the Shanghai energy storage factory [5] Group 3: AI Transition and Future Outlook - Tesla is expected to focus on AI transformation across its business segments, with the rollout sequence anticipated to be Robo-series, Unsupervised FSD, and robotics [6] - The Robotaxi fleet has rapidly scaled to 500 vehicles as of January 29, 2026, with plans for the Cybercab to enter mass production in Q2 2026 [6] - The management has indicated that by the end of 2026, Robotaxi services will expand to several major cities in the U.S., supported by Tesla's comprehensive charging, service, and channel network [6]

CYBERCAB: TESLA’S ROBOTAXI REVOLUTION IS COMING – THE END OF DRIVING AS WE KNOW ITCybercab is not just another EV—it’s the physical blueprint for the future of transportation: a purpose-built, fully autonomous two-seater robotaxi with no steering wheel, no pedals, inductive charging, and a design optimized for maximum safety, efficiency, and low operating cost.Unveiled in October 2024, production is targeted to begin in 2026.This vehicle is the culmination of billions of miles of FSD data, end-to-end neural ...

剛提車的 Model Y 車腦標籤 赫然寫著 「AP4.5%」！ 這不是假新聞 Fremont 工廠 2025 年底到 2026 年初的車 實錘出現 Hardware 4.5% 了！ HW4 已經雙 SoC 很猛 但複雜路況 還是會喘 HW4.5% 直接上 三 SoC！ 冗餘拉滿 記憶體頻寬爆衝 greentheonly 挖碼證實 系統更穩 算力估計 飆升 50%！ 現在還在兼容 HW4 模式跑 等軟體一解鎖 三核全開 FSD 直接起飛！ 就像你電腦 突然多插 一張顯卡 畫面從卡頓 瞬間變絲滑 這波升級先從 美國本土 Performance 版開始 上海柏林 還在憋大招 FSD 真的 要無敵了嗎？ 你怎麼看？. ...

大家好我是大魚 你能想像嗎？ 剛出廠的 2026年Model Y Performance 手套箱後的 車腦標籤 赫然寫著「AP4.5%」 這說明Tesla 正悄無聲息地 把Autopilot電腦 從HW4升級 到HW4.5% 三顆SoC加持 計算力直接 暴增約50% 專為FSD更複雜的 場景備足火力 這不是謠言 多位Fremont 新車主實拍確認 而且零件目錄 早有2300美元 的Hardware 4.5% 條目 現在 它正低調的 在美國本土 率先登場 FSD穩定性 和極限表現 將獲得明顯躍升 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 HW4.5% 來襲 根據多位車主 在 X 平台和 Reddit 的分享 他們提到了 剛交付的Fremont 工廠生產的Model Y 車腦標籤上 清清楚楚寫著 “AP4.5%” 這不是空穴來風 Tesla 的 零件目錄裡早就 出現 CAR COMPUTER - HARDWARE 4.5% 的條目 價格定在 2300 USD 簡單說 這是Tesla 對 Autopilot電腦的 迭代升級 主要針對 FSD的計算需求 為啥說這是升級？ HW4是雙 SoC 設計 ...

Tesla Robotaxi 在奧斯汀已經 真的完全無人 駕駛上路了！ 但最讓人關注的是 他們偷偷給 新Model Y加了 三個「黑科技」 後置和側邊 相機的清洗器 還有前相機 周圍的全新 密封材料！ 以前冬天 鏡頭一霧一髒 FSD直接拉胯 車主天天擦鏡頭 氣到爆炸 現在呢？ 下雨下雪 自動噴水清洗 鏡頭永遠 乾淨清澈 這哪是小升級？ 這根本是 Tesla針對 突出痛點 直接下狠手啊！ 他們不是 只會喊口號 這次是真的 把細節摳到極致 為無監督 FSD鋪平道路 Robotaxi 離我們 真的不遠了！. ...

大家好我是大魚 Tesla股東 最瘋狂的提問 票數直接炸裂 Robotaxi 到底啥時能 真正無人 上路賺錢？ Cybercab和 Optimus的 生產會不會 又卡關？ 更狠的問題是 SpaceX IPO 會不會給我們 這些死忠股東 優先分一杯羹？ 這些問題 不是閒聊 而是我們對 馬斯克下一個 萬億帝國的 終極檢驗 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 Tesla股東問題 直擊痛點！ 特斯拉2025年 Q4財報問答會 將於1月28日 下午4: 30舉行 現在正在接受 有關Q4財報的 問題提問 X上大家都在聊 票數最高的 幾個問題 簡直戳中了 我們這些 老粉的心啊 Robotaxi 啥時能無人上路？ SpaceX IPO 會不會給 我們優先權？ Cybercab 和Optimus 的生產到底咋樣？ 這些問題 不光是好奇 更是我們對 Tesla未來 賭注的檢視 下面咱們就 一塊兒聊聊 這些事實和預測 先說說大家 最關心的 Robotaxi和FSD吧 這兩個問題 票數最高 一個問部署的瓶頸 一個問啥時能 100%無人駕駛 事實上 Tesla的FSD 已經在Austin 公共道路上 測試無 ...

Core Viewpoint - Tesla Inc. has experienced a decline in sales for the second consecutive year, with its share price retreating 4.0% in the past week, while being overtaken by BYD as the world's largest seller of fully electric vehicles. Despite this, Tesla's stock remains 46.8% higher than six months ago, outperforming the S&P 500 during that period [1]. Financial Performance - Tesla's stock is only 9.4% higher than a year ago, underperforming the Nasdaq. However, since its IPO on June 29, 2010, the stock has seen a meteoric rise of 27,050% [2]. - Tesla's revenues have shown significant growth over the years, with projected revenues for 2023 at $96.773 billion and a net income of $14.997 billion. The company has seen a steady increase in revenues from $4.046 billion in 2015 to $81.462 billion in 2022 [6]. Key Drivers for Performance - Improved Margins: Tesla has been cutting manufacturing costs and expanding margins, leading to strong revenue and net income gains since 2020. The establishment of gigafactories in Shanghai and Berlin is expected to reduce export-related costs and increase sales [7]. - R&D Advancements: Tesla is leading in the development of Full Self-Driving (FSD) technology and robotaxi initiatives, with plans to deploy 500 robotaxis in Austin and 1,000 in Silicon Valley by year-end [8]. - Diversified Business Segments: Tesla's growth in its Supercharger, energy, and battery businesses distinguishes it from its EV peers, with plans for a new Optimus robot production line in Fremont, California [9]. Stock Forecast - Wall Street's consensus 12-month price target for Tesla is $401.40 per share, with some analysts maintaining Buy-equivalent ratings based on long-term outlooks. The highest price target is set at $600 by Wedbush [10]. - The projected revenue growth for Tesla is expected to climb from $112.09 billion in 2025 to $297.43 billion in 2030, with normalized EPS growth from $1.91 in 2025 to $11.24 in 2030. The year-end 2026 price target is $461.73, suggesting a 7% upside potential in the next 12 months [11].

Market Overview - On the second trading day of the new year, the market showed strong performance with significant volume increase, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index rising by 1.5%, 1.4%, and 0.75% respectively, and over 4,100 stocks gaining while more than 1,200 stocks declined [4] - The total trading volume exceeded 2.8 trillion yuan, indicating heightened market activity [4] Autonomous Driving Sector - The autonomous driving sector experienced a strong rally, with stocks like Suoling Co., Zhejiang Shibao, and others hitting the daily limit, leading to an overall increase of 2.38% in the sector [7] - The surge was catalyzed by NVIDIA's announcement at CES regarding the release of the open-source AI model and tools, which are aimed at accelerating the development of next-generation safe autonomous driving technologies [7][8] - The new model, Alpamayo-R1, is noted for its high interpretability, addressing the "black box" issue of traditional algorithms, which is crucial for the implementation of Level 4 autonomous driving [8] Financial Sector - The financial sector showed robust performance with significant gains across various stocks, including Huayin Securities and Huasheng Securities, which hit the daily limit [11] - The sector saw increases of 3.73% for brokerage firms, 3.82% for insurance, and 2.02% for financial technology companies, driven by a notable increase in trading volume and a bullish market sentiment [11] - The Shanghai Composite Index managed to stay above the 4,000-point mark, marking a significant milestone with a record 13 consecutive days of gains [11] HeSai Technology - HeSai Technology was selected by NVIDIA as a laser radar partner for the "NVIDIA DRIVE AGX Hyperion 10 platform," leading to a stock price increase of 5.9% [12] - The stock's performance was somewhat muted due to its exclusion from the Hong Kong Stock Connect, limiting A-share investor participation [12] KeLan Software - KeLan Software opened 4% higher but experienced a decline before a significant rally in the afternoon, closing up 5.38% [14] - The stock's initial rise was attributed to its association with commercial aerospace, while the afternoon surge was linked to its connection with brain-computer interface concepts, highlighting its position in the financial technology sector [14]