Core Insights - Tesla Inc.'s share price has increased by 4.8% over the past week, driven by strong sales in China and record annual sales in Norway, although production of the Cybertruck is being scaled down due to softening demand [1] - The stock is up 27.1% year-over-year and has seen a remarkable gain of over 28,000% since its IPO in 2010 [2] Financial Performance - Tesla's revenues and net income have shown significant growth, with revenues increasing from $4.046 billion in 2015 to $96.773 billion in 2023, and net income rising from $888.7 million in 2015 to $14.997 billion in 2023 [8] - The company is projected to continue its revenue growth, with estimates reaching $297.43 billion by 2030 [17] Key Drivers for Performance - Improved margins due to cost-cutting measures and the establishment of gigafactories in strategic locations are expected to enhance sales and reduce export-related costs [11] - Research and development in Full Self-Driving (FSD) and robotaxi technologies positions Tesla ahead of competitors, with plans to deploy 1,000 robotaxis in Silicon Valley by year-end [12] - Diversification into energy storage and charging station networks has further strengthened Tesla's market position [13] Stock Forecast - Wall Street's consensus 12-month price target for Tesla is $392.93, which is 12.0% lower than the recent closing price, with various analysts providing differing outlooks [16] - The year-end price target from 24/7 Wall St. is $351.73, indicating limited upside potential, while projections for normalized EPS and revenue growth suggest a strong long-term outlook [17][18]

大家好我是大鱼 法国销量 暴跌58% 瑞典腰斩 媒体都在狂欢 马斯克搞砸了 但数据背后 不仅有挪威 打破十年 纪录的狂热 更惊人的是 那个最爱「开炮」 的男人终于低头了 马斯克罕见承认 该少碰政治 马斯克闭嘴 再加上德国 刚砸下的30亿补贴 是否意味着 Tesla将迎来 真正的反转呢？ 大家不要错过 今天的精彩内容 OK let's go 第一部分： Tesla 欧洲销量腰斩？ 各位朋友！ 如果你这 两天打开新闻 八成会看到 这样的惊悚标题 Tesla 欧洲 销量血崩」 马斯克搞砸了 欧洲销量腰斩等等 没错数据上看 确实吓人 法国跌了58% 瑞典跌了59% 但是！ 如果你只看 这些标题 就急着卖股票 那你就是 典型的「韭菜」了 就在同一个11 月 Tesla 在挪威 不仅踩扁了 福斯(Volkswagen) 的十年纪录 更重要的是 那个曾经最爱 在网上「开炮」的男人 昨天终于说出了 一句让所有股东 热泪盈眶的话 今天就带大家 拨开媒体的迷雾 看看这份 「精神分裂」 的成绩单背后 Tesla 到底迎来了 什么样的转机？ 首先 我们得诚实 面对数字 这次Reuters和 Bloomberg的报导 并不是空穴来风 ...

大家好我是大鱼 一台高大的SUV 高速能耗 竟然跑赢了 主打低风阻 的轿跑？ 这场120km/h 的 满载地狱测试 直接扯下了 不少车企的遮羞布 最让人细思极恐的 不是Model 3 夺冠 而是Model Y 凭借三电技术 硬是击败了 备受瞩目的 小米SU7 这不仅是效率的胜利 更是Tesla 对物理定律的 极致掌控 这道隐形的护城河 到底有多深？ 大家不要错过 今天的精彩内容 OK let's go 第一部分 高速续航照妖镜 在这个电动车市场 比菜市场还 热闹的年代 每天都有车企 喊着要拳打Tesla 脚踢BBA PPT 上的数据 是一个比一个漂亮 续航动不动 就喊出1000 公里 仿佛物理定律 已经被他们改写了 但老司机都知道 是驴是 马拉 上高速 溜溜就知道了 最近 中国汽车媒体 Autohome搞了一场 非常「硬核」的测试 条件设定得 非常刁钻 直接把不少车厂的 遮羞布给扯下来了 结果怎么样？ 不出所料 又是一个 让某些人尴尬 让特粉狂欢的时刻 今天我们就来 聊聊这场测试背后 Tesla 那个让对手 感到绝望的 「隐形护城河」 先看重点 这不是那种 开着空调听着歌 的郊游测试 这是一场模拟 真实用车极 ...

Product Application - Tesla Cybertruck is being used for Costco runs, showcasing its utility [1] - Cybertruck's Full Self-Driving (FSD) 14.2 handles busy Costco parking lots [1] Autonomous Driving - Tesla's FSD 14.2 demonstrates capability in navigating complex environments like busy parking lots [1]

Supply Chain & Geopolitics - The automotive industry is heavily reliant on China for critical components, with over 30% of key basic electronic components requiring Chinese manufacturing processes [1] - Tesla and GM are accelerating the relocation of their supply chains out of China to mitigate risks associated with geopolitical tensions and potential supply disruptions [1] - A potential $26 billion non-cash loss due to a court case regarding Elon Musk's 2018 compensation plan is framed as an "accounting smokescreen" that should not deter investors focused on Tesla's underlying business fundamentals [1] Business Strategy & Operations - Tesla is expanding its official rental program, offering Model 3/Y at $60 per day, Model S/X at $90 per day, and Cybertruck at $75 per day, including unlimited mileage, free supercharging, and FSD, to encourage trial and adoption [2] - Tesla is building its Robotaxi infrastructure by establishing rental operations to refine vehicle maintenance, management, and service processes, potentially transforming rental locations into Robotaxi operation centers [2] - Tesla is transitioning from a closed ecosystem to an open infrastructure service provider, exemplified by integrating its Supercharger network into Edenred's UTA eCharge system, granting access to over 20,000 charging points across 1,500 European locations for corporate fleets [2] Technology & Innovation - An analyst from Piper Sandler experienced a flawless Robotaxi ride in a Fremont factory, leading to a restatement of an "overweight" rating for Tesla with a target price of $500 [2] - Tesla's new compensation plan for Elon Musk sets an ambitious target of $85 trillion market capitalization, implying the large-scale deployment of Robotaxi and the full commercialization of Optimus humanoid robots [2]

Autonomous Driving Technology - Tesla's robotaxi offers a seamless, zero-stress Full Self-Driving (FSD) experience [1] - The robotaxi service eliminates parking hassles and human errors [1] Service Application - The robotaxi service provided a ride from San Jose to San Jose International Airport [1] - The robotaxi dropped the passenger curbside at the terminal entrance [1]

Core Viewpoint - The company clarified that it has no business cooperation with Tesla and that its previous agency agreement related to IoT platforms will not be renewed after December 31, 2024, indicating a shift in focus away from this area [1] Group 1 - The company confirmed there is no collaboration with Tesla [1] - The previous agency agreement for IoT platforms will expire on December 31, 2024, and will not be renewed [1] - The company noted that FSD (Full Self-Driving) and IoT are deeply synergistic and complementary, suggesting that investor expectations for FSD may influence perceptions of IoT [1]

Investment & Market Analysis - Ron Baron, founder of Baron Capital, publicly supports Elon Musk's 2025 CEO performance award, emphasizing Musk's critical role in Tesla's ecosystem [1] - Baron's funds have 26% of its $44 billion AUM (Assets Under Management) invested in Musk's companies like Tesla, SpaceX, and xAI [1] - Baron anticipates a potential 5x return on investment from the Musk ecosystem by 2035, driven by Robotaxi and Optimus [1] - Baron estimates Tesla's annual EBITDA could reach $400 billion by 2035, potentially supporting a market capitalization exceeding $8 trillion [1] Product Safety & Regulatory Concerns - NHTSA (National Highway Traffic Safety Administration) has upgraded and expanded its investigation into Tesla's door handles due to complaints about electronic failures when the 12V battery is depleted [1] - A lawsuit in Wisconsin alleges that Tesla's door handle design contributed to five fatalities in a Model S crash due to the inability of passengers to escape after the car caught fire [1] - Tesla's chief designer acknowledged the company is working on improving door operation in panic situations [2] - NHTSA requires Tesla to submit all relevant design, software, and failure records by December 10, with potential penalties for late submission [2] Product & Service Updates - Tesla is offering a 30-day free trial of FSD (Full Self-Driving) Supervised with the purchase of a set of four tires at service centers or the online store [2] - FSD v14 is now being rolled out to early Cybertruck testers [2]

Core Viewpoint - The company, Yitong Century, clarified that it has no business cooperation with Tesla, despite previous involvement in related IoT platforms which will not be renewed after December 31, 2024 [1] Group 1: Company Relationship with Tesla - The company confirmed that there is no current business collaboration with Tesla [1] - Previous agency work related to IoT platforms is set to expire at the end of 2024, and the company will not renew the contract [1] Group 2: Market Perception - The company noted that the high expectations investors have for Tesla's Full Self-Driving (FSD) technology may influence perceptions of the IoT sector [1]

Tesla's Technological Advancements - Tesla Cybercab is confirmed to remove steering wheels and pedals, aiming for ultimate convenience in autonomous driving [1] - Robotaxi is planned for large-scale deployment in Austin and the Bay Area by the end of the year [1] - Tesla's vehicle fleet will form a decentralized AI computing network of "100 Gigawatts" [1] - Roadster 2 is anticipated to be the most memorable product launch ever [1] Market Strategies and Products - Tesla is launching "nanny-style" Tesla Ride in the US to promote FSD (Full Self-Driving) [1] - China's Model Y has unlocked V2L (Vehicle-to-Load) external discharge function, addressing market pain points [1] - JOWUA offers a 5% discount with the code BIGFISH95 on various accessories [1] AI and Future Predictions - Elon Musk predicts the "death of mobile phones," envisioning direct communication between AI and the brain [1] - Musk warns that AI is the most threatening thing to us, like "summoning a demon" [1]