Market Trends & Political Stance - Tesla's stock closed down 189% at $31766 on Monday [2] - Elon Musk threatens to form an "American Party" if the Senate passes Trump's "Big Beautiful Bill," which would raise the US debt ceiling by $5 trillion [2] - Musk criticizes the "Big Beautiful Bill" for potentially destroying millions of jobs and harming future industries, especially renewable energy [2] - Musk's political actions, including opposing the "Big Beautiful Bill," have caused Tesla's stock price to fluctuate [2] - Musk aims to challenge incumbent congressmen and warns those supporting the bill will face defeat in primary elections [2] Environmental Impact & Sustainability - Tesla users avoided nearly 32 million tons of CO2 emissions in 2024, a 60% increase compared to 2023 [2] - Electric vehicles have 60-70% lower emissions than gasoline vehicles over their lifecycle, with each Tesla vehicle reducing approximately 51 tons of CO2 emissions on average [2] - Tesla's battery recycling efforts in 2024 recovered enough materials to build 21000 Model Y RWD vehicles, a 136% increase from 2023, reducing new material mining needs by 30% [2] - Tesla's Supercharger network has been 100% powered by renewable energy for the fourth consecutive year [2] Production & Operations - Tesla's Full Self-Driving (FSD) (Supervised) is expanding to Europe, with potential launches in Germany, Netherlands, and Norway by the end of 2025 [3] - Samsung and Tesla are collaborating on the Mangoplah battery storage project in New South Wales, Australia, using 108 Tesla Megapacks with a total capacity of 100 MW / 400 MWh [3] - Tesla deployed over 31 GWh of energy storage products globally in 2024, including Powerwall and Megapack [3]

Core Viewpoint - Tesla's CEO Elon Musk has dismissed Vice President of Manufacturing and Operations Omead Afshar amid declining electric vehicle sales in key markets [1][5]. Group 1: Executive Changes - Omead Afshar was a core member of Tesla's leadership team, reporting directly to Musk and leading a team of senior executives [1]. - Afshar's departure follows the resignation of Milan Kovac, the head of the Optimus humanoid robot project, indicating potential instability within Tesla's management [2][5]. Group 2: Sales Performance - Tesla's stock has dropped by 19% this year, underperforming compared to the Nasdaq index and other major tech stocks [2]. - According to the European Automobile Manufacturers Association (ACEA), Tesla's new car sales in Europe have declined for five consecutive months, with market share being pressured by Chinese electric vehicle companies [2]. Group 3: Political Influence - Musk's political stance has reportedly affected Tesla's brand perception, with controversies arising from his support for political figures and parties, including nearly $300 million in support for Trump's re-election campaign [3].

Market Trends & Investment Opportunities - Tesla's stock closed down 39% at $31628 on Tuesday, with a $1285 decrease [2] - US Senate is reviewing Trump's "Big and Beautiful" bill, which could significantly reduce tax incentives for electric vehicles and clean energy investments [2] - The bill may terminate the $7500 federal tax credit for new EV purchases 180 days after enactment, and immediately end credits for non-North American manufactured leased EVs [2] - Second-hand EV tax credits of $4000 will expire 90 days after the bill's passage [2] - Clean energy tax incentives for solar and wind projects will be gradually reduced, with new projects potentially ineligible by 2028 [2] - GMC's new Sierra EV AT4 and Elevation models pose a challenge to Cybertruck, with the Elevation starting at $64500 and the AT4 offering strong off-road capabilities [3] - The 2026 Nissan Leaf is making a comeback with a range of 303 miles, supporting Tesla's Supercharger network, and an estimated starting price of $30000 [3] Company & Leadership - Musk posted a drug test report on X, dated June 11, 2025, showing negative results for multiple substances, including ketamine, cocaine, and amphetamines [2] - Media outlets are accused of exaggerating Musk's negative news to maximize clicks, while short sellers may be using these stories to create market panic and drive down stock prices [3] Financial Implications & Risks - Analysts believe that eliminating clean energy incentives could increase household energy bills by hundreds of dollars due to reduced energy supply and increased demand [2] - Cybertruck's recent sales data is not promising, with sales potentially dropping to around 2500 units per month [3]

Market Trends & Competition - Tesla's stock closed up 1.17% at $329.13, while Nasdaq rose 1.38%, Dow Jones 0.76%, and S&P 0.94% [1] - Tesla's Model Y and 3 lead global BEV sales from January to April with 259,000 and 143,000 units respectively, but Chinese brands are gaining traction [1] - Xiaomi SU7's sales are close to Model 3's in the first four months, with a difference of less than 40,000 units [1] - Tesla's vehicles are priced around $40,000, while Chinese competitors like BYD Seagull start at $9,700 and Wuling Mini at $4,300 [1] Production & New Models - Tesla is expected to start producing a cheaper model, potentially named Model Q, by the end of June 2025, targeting a price below $30,000 after the $7,500 US federal tax credit [1] - The new model will utilize parts of the next-generation platform and existing platforms, aiming for cost control and increased production without building new production lines [1] - The cheaper Tesla model may be a simplified version of Model 3 or Y, potentially reducing costs by removing features like heated seats [1] - Six-seater Model Y, with a longer wheelbase, is expected to begin production at the Shanghai factory in the second half of 2025 and may feature independent second-row seats [2] Autonomous Driving & Technology - Bloomberg estimates Tesla's Robotaxi hardware costs around $400, significantly lower than Waymo's $100,000 sensor suite [1] - Tesla is projected to have 35,000 Robotaxis on the road by 2026, compared to Waymo's 2,000, providing 250 million rides annually [1] - Tesla's accident rate is 0.15 per million miles, significantly lower than Waymo's 1.16 and the US average of 3.90 [1] - Tesla has collected 3 billion miles of driving data, vastly more than Waymo's 22 million [1] - Tesla's navigation system will offer suggestions to drivers to slow down in certain areas to save energy, potentially saving X% of energy based on data from other drivers [2] - Tesla's 2025.20% software update includes more code related to Grok, adding various personality modes to the in-car AI [2] Regulatory & Operational Challenges - Stockholm's transportation department rejected Tesla's request to test FSD technology due to administrative and risk considerations [2] - Tesla has been in conflict with Swedish unions since the end of 2023, causing service delays and hindering the establishment of supercharging stations [2]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 全球电动车的销售趋势 2. 查马斯的最新表态 3.Tesla需要为每个城市 打造一个专属的 FSD版本吗？ 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 全球电动车的销售趋势 今年以来一直有一些传言 说电动车的热潮 正在消退 但真实数据显示出 电动车市场不仅没有放缓 还在以惊人速度狂飙！ 根据EV研究机构 Rho Motion的最新数据 2025年前五个月 全球新能源车 含纯电动与插电 式混合动力车 总销量已达到720万辆 较2024年同期 增长约28% 其中2025年5月单月 全球新能源车销量 达到惊人的160万辆 有乐观的预测认为 2025年全球总销量 将有望 突破2000万辆 占全球新车销量的 四分之一以上 这哪里是放缓 简直就是火箭升空！ 中国毫无疑问是 电动车市场的领头羊 5月单月 中国卖出了 100万辆电动车 创下历史新高 带动今年总销量 达到440万辆 增长33% 更夸张的是 5月中国新车销量中 超过50%都是新能源车！ 看来燃油车 在中国汽车市场 已经被逼到绝路上了 不断推陈出新的车型 花样繁多的 各类省补国 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 川普与马斯克冲突 的最新进展 2. Tesla达成800万辆 生产里程碑 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 川普与马斯克冲突 的最新进展 之前马斯克在X上 发了一条贴文 暗示川普的名字出现在 与杰弗里·艾普斯坦 有关的政府文件中 艾普斯坦是谁？ 这位已故的金融家 因性犯罪丑闻 臭名昭著 还牵连了一堆名人 马斯克这条贴文一出 瞬间引爆舆论 不过 马斯克似乎也意识到 这条贴文太敏感 现在已经把它删了 这也算是息事宁人的 一种态度吧 川普的最新表态是 如果马斯克敢资助 民主党候选人 去挑战支持 大美丽法案的 共和党议员 那么马斯克 就得承担非常严重的后果 这种公开的威胁 让不少人捏了把冷汗 一个总统这样点名 威胁私人企业家 这在美国历史上 并不多见 有分析认为 川普手中还有 至少两张王牌 一是美国道路交通安全 管理局NHTSA 对特斯拉FSD的调查 二是美国证券交易委员会 对马斯克的调查 这两张牌如果打出来 估计会让马斯克 和特斯拉焦头烂额 投资者担心川普政府 可能针对Tesla 实施不 ...

□本报记者王宇露 上周市场反弹，中证新华社民族品牌工程指数上涨0.40%，报1639.69点。中际旭创（300308）、兆易创 新（603986）、澜起科技等成分股上周表现强势；2025开年以来，信立泰（002294）、丸美生物 （603983）、上海家化（600315）等成分股涨幅居前。展望后市，机构认为，短期市场偏震荡，中长期 维持乐观判断，投资者可关注AI应用、上游资源、新消费、创新药等行业。 清和泉资本认为，今年以来市场呈现两大特征，一是全球市场波动加大，二是中国股市韧性十足。展望 后市，预计短期市场偏震荡，一方面，市场已经逐渐修复，隐含了较为乐观的政策预期和风险偏好；另 一方面，二季度经济数据有待确认，内需持续改善仍需要政策呵护。 星石投资表示，短期来看，随着海外扰动因素的影响进一步明晰以及美元资产优势削弱，国内市场情绪 有望延续修复，资金活跃度也有望回升。行业驱动、板块轮动、资金高低切换特征仍将延续。 星石投资预计，市场关注点逐步由海外风险转移到国内方面，经济基本面和政策面的影响有望逐步增 加，政策积极发力以及经济平稳修复预期将从中期角度带动市场表现，需要更关注消费等内需环节的修 复情况。内需环节 ...

Core Viewpoint - German companies are poised for a profit surge, with DAX index component profits expected to grow by 13%-15% in the second half of 2025 and 2026, surpassing the S&P 500's 13.5% growth rate for the first time in years [1] Group 1: Profit Growth Expectations - The average profit growth for German companies in 2026 is anticipated to exceed that of the U.S., as stated by Kevin Thozet from Carmignac [2] - The DAX index has surged by 21% this year, outperforming major global indices, while the Stoxx 600 has only risen by about 9% [2] Group 2: Key Growth Drivers - The primary driver of profit growth in Germany is expected to come from defense stocks, with significant contributions from Rheinmetall AG, Airbus, and MTU Aero Engines AG, projected to account for about 20% of DAX's earnings growth in the second half of 2025 [3] - Other critical sectors include energy transition, electric vehicles, and artificial intelligence, supported by increased investments in data centers and electrification [3] Group 3: Government Initiatives - The German cabinet has approved a corporate tax relief plan worth approximately €460 billion ($530 billion), which includes a 30% tax deduction for new machinery purchases starting in July and a gradual reduction of the federal corporate tax rate from 15% to 10% by 2028 [3] - The new government under Chancellor Merz is accelerating defense and infrastructure spending, potentially contributing 1.6 percentage points to economic growth in 2026, equating to a 6% boost for DAX companies' earnings [3] Group 4: Resilience Against Tariffs - Analysts suggest that the impact of U.S. tariffs on German companies may be less severe than initially feared, with companies like SAP and Allianz less affected due to their service-oriented nature [4] - Apollo Global Management's president highlighted Germany as an excellent place for business, with a goal to grow its economy from $4 trillion to $6 trillion in the next 10 to 12 years [4] Group 5: Strategic Relevance - Germany is gaining strategic relevance as investors seek diversification from U.S. policy and fiscal risks, aided by growth-promoting reforms and industrial strength [5] - Barclays strategists noted that Germany's long-term domestic outlook is improving, with pro-growth policies and fiscal spending likely to drive investment [5]

鸿海今年前五个月累计营收2.89兆元，年增21.6%。相较去年同期，云端网路产品、元件及其他产品和 电脑终端产品强劲成长，消费智能产品则表现持平。 鸿海表示，本季云端网路产品保持成长趋势，唯仍属传统淡季，主要产品进入新旧产品转换期。以目前 能见度来看，第2季营运展望在季对季、年对年表现上有显著成长，仍需持续关注全球政经局势及汇率 变化的影响。 鸿海（2317）昨（5）日公布5月营收6,157亿元（新台币，下同），为历年同期新高，月减3.9%，年增 11.9%，主要受惠于消费智能产品拉货动能强劲，力抗汇率波动。今年前五个月营收为2.89兆元，年增 21.6%，为同期新高。 鸿海5月营收写历年同期新高，因云端网路产品出货与去年同期相比强劲成长，AI云端产品较去年同期 出货增加。元件及其他产品也较去年同期显著成长，相较去年同期，消费智能产品和电脑终端产品则分 别持平和略减。 鸿海5月营收较上月相比略减，但消费智能产品与上月相比显著成长，拉货动能强劲；云端网路产品和 电脑终端产品表现约略衰退，主要受到拉货动能与汇率的影响；元件及其他产品则呈现衰退。 法人表示，鸿海的消费智能产品主要是iPhone，5月拉货动能强劲，推 ...

关注 「电动车公社」 和我们一起重新思考汽车 而以上事件产生的所有负面舆论，都指向了马斯克本人： 你究竟是一个企业家，还是一个妄图搅弄世界风云的政客？ 大家想看的不是世界首富跨界从政，而是在自己的位子上尽职尽责。 就在前 不久，马斯克用一段"分手感言"， 宣布自己即将离开特朗普政府 。 我们先不论波谲云诡的白宫斗争，是否真的影响到了马斯克本人，但事实是往日风光无限的全球首富，当下的处境已可以用 四面楚歌 来形容—— 由于马斯克的极端做法和疯狂言论，很多人认为马斯克早应该"滚蛋"； 特斯拉在北美市场被用户疯狂抵制，门店和汽车被打砸烧； （有一说一，火箭解体还怪好看的咧） 毕竟 今年一季度，特斯拉交出了一份堪称灾难的业绩报告—— 营业收入同比下降 9% 、汽车业务同比下降 20% 、营业利润同比下降 66% 、净利润同比下降 39% 。 甚至就连承载马斯克终极梦想、目标移民火星的 SpaceX 星舰，都接连三次试飞失败，被网友戏称是 世界首富给特朗普刷的三枚大火箭 。 | CHIQUOICE | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | ( ...