Cybercab量产与自动驾驶 - Cybercab车体已进入撞击测试阶段，预示着量产临近，最快可能一两个月内下线 [1] - Cybercab的设计目标是极致的实用主义，为大规模量产而生，没有方向盘和踏板，空间利用最大化，制造成本可能比Model 3更低 [1] - Cybercab面临的最大挑战是完全自动驾驶（FSD），需要达到L4甚至L5等级，且法规审批存在不确定性 [1] - Cybercab预计定价在3万到3万3千美元左右 [1] 特斯拉定价与市场策略 - 特斯拉通过标准版车型为Cybercab预留价格空间，避免与Model 3/Y定位冲突 [1] - 特斯拉采用类似苹果的定价模式，将市场细分，以实现利润最大化 [1] - 特斯拉在第三季度提高了车贷年利率（APR），为第四季度可能降息的市场环境预留了促销空间 [1] 特斯拉产品更新与市场竞争 - 欧洲市场上架后轮驱动的Model Y Standard，标配自动辅助转向Autosteer和主动巡航TACC，采取降价增配策略 [2] - 特斯拉计划在中国市场推出CLTC续航800公里的Model Y+，采用新款Model 3长续航后驱版的动力系统，以应对市场竞争 [2] 通用汽车雪佛兰Bolt - 通用汽车将重新推出雪佛兰Bolt，2027年款入门LT版定价28995美元，成为美国市场上最便宜的新款电动车 [2] - 新款Bolt采用Ultium平台，配备65 kWh磷酸铁锂电池，动力210匹，续航255英里，充电速度提升至150 kW，并采用NACS充电孔 [2] - Model 3相比Bolt贵约5000美元（16%溢价），但续航里程多66英里（26%提升），且每英里续航成本更低（Model 3为$115 USD，Bolt为$125 USD），动力更强（Model 3为286匹，Bolt为210匹） [2]

Tesla's Automotive Business - Cheaper Model Y and Model 3 versions are intended to offset the expiration of the federal EV tax credit, potentially recovering about 66.67% to 75% of the lost tax credit value [2] - The core auto business faces headwinds, with the valuation increasingly aligned with robo-taxi initiatives [3] - Tesla shifted away from developing a hyper-competitive hatchback (Model 2) towards prioritizing robo-taxi development, indicating a focus on capital efficiency [4] - New, cheaper models are expected to dilute margins in the automotive sector [6] - A 19% drop in unit deliveries is expected next quarter due to the expiration of the $7,500 tax credit, which is unlikely to be fully offset by the $5,000 price reduction [7][8] Energy Business Performance - The energy business achieved record performance, delivering 12 gigawatt hours [10][11] - While the energy business accounts for only 15% of revenue, it contributes 25% of the company's profitability [11] - The energy business is expected to help fill the gap created by the automotive sector's challenges [11] Market and Regulatory Factors - The expiration of the $7,500 federal EV tax credit in North America led to a pull-forward effect, boosting deliveries in the previous quarter [7] - The regulatory tax credit, distinct from the EV tax credit, is also disappearing, further impacting margins [8]

大家好我是大鱼 花更多的钱 买一台配置 更差的车 马斯克是把 我们当傻子呢 还是我们没看懂 他真正的野心？ 特斯拉最新的 平价Model 3/Y 被老车主骂翻 是史上最坑的 丐版车 不但配备大缩水 算下来竟然 比之前的 高配版还贵！ 这到底是坑杀 消费者的短视操作 还是马斯克 为AI帝国准备的 终极杀手锏呢？ 这盘大棋 我们可能 都想错了 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433.09% 全天下跌了 20.16%美元 跌幅是4.45% 成交量是 9947万股 第一部分 新版Model 3/Y发布 大家这几天 是不是感觉 脑子有点乱？ 特斯拉前脚刚发了 所谓更亲民的 Model 3 和Y 的标准版 后脚网上就炸了锅 一堆人算来算去 发现一个很 吊诡的问题 这新款的便宜车 怎么算下来 好像比前阵子 买到的高配版 还要更贵？ 这波操作 到底是马斯克 在跟我们 玩数学游戏 还是背后有什么 更深层的盘算？ 今天咱们就来 聊透这件事 很多人 特别是老车主 和长期关注 特斯拉的粉丝 第一个反应 大多是失望 有人直接开喷 说这是有史以来 配置最抠门 的特斯拉 而且还不是 最便宜的 ...

Elon Musk says more training is required for Cybertruck FSD 14Elon Musk (@elonmusk):@farzyness @aelluswamy The all-wheel steering of Cybertruck requires a bit more Autopilot training ...

特斯拉的 Robotaxi 終於要把 副駕上 那個保姆 給踢下車了！ 你沒聽錯！ 在奧斯汀 最新的招聘 不再是請人 坐在車裡 而是成立一支 「地面支援部隊」！ 這代表馬斯克 對他的FSD 有了絕對的信心 他認為在 絕大多數情況下 AI 司機 已經不需要 人類即時插手了！ Waymo 搞了 十幾年還在 龜速前進 特斯拉只用了 幾個月就敢 做這個決定！ 但更恐怖的 是背後那筆帳！ 現在Robotaxi 最大的成本 是什麼？ 就是那個 安全員的薪水！ 只要這個人還在 這生意就 賺不了大錢 現在馬斯克 親手把這個 成本包袱 給扔掉！ 這等於是把 印鈔機的最後 一道封印給解開！ 你以為這只是 一個城市的試點？ 錯！ 這個模式 一旦跑通 就會像病毒一樣 在全球複製！ 一個比 Uber 更便宜 更高效的 無人駕駛時代 真的要來了！. ...

Core Insights - Tesla and Rivian reported third-quarter vehicle deliveries exceeding consensus estimates, with Tesla delivering approximately 497,000 vehicles (up 7% year-over-year) and Rivian delivering 13,200 vehicles (up 32% year-over-year) [2][4] Tesla - The third-quarter deliveries for Tesla surpassed Goldman Sachs' estimate of 455,000 vehicles, indicating strong demand potentially driven by the impending expiration of the federal EV tax credit [2][5] - Tesla's US sales are estimated to have increased by over 10% year-over-year, although sales in Europe and China experienced a year-over-year decline [6] - The expiration of the federal tax credit is expected to create a "double-digit percent headwind" for the market in upcoming quarters, but new vehicle launches, such as the Model Y L and lower-cost models, may provide a significant tailwind [4][6] - The price target for Tesla has been raised from $395 to $425, maintaining a Neutral rating, with the increase attributed to strong performance in the US market [5][6] - Key topics for Tesla's future include vehicle delivery outlook, automotive margins, advancements in robotaxis and Full Self-Driving (FSD), and growth in Tesla Energy and other segments [7] Rivian - Rivian's third-quarter deliveries of 13,200 vehicles slightly missed Goldman Sachs' estimate of 13,950 but exceeded the consensus estimate of 12,700 [2][8] - Rivian has adjusted its full-year delivery guidance down by 500 vehicles at the midpoint, now implying 42,500 vehicle deliveries, which aligns with Goldman Sachs' estimate [8] - The analyst maintains a Neutral rating on Rivian with a price target of $15, emphasizing the importance of increased volumes, margins, vertical integration, cash burn, and supply chain management as key focus areas [9] Stock Performance - Tesla's stock is down 2.2% to $426.45, with a year-to-date increase of 12.4% [10] - Rivian's stock is down 0.7% to $13.44, with a year-to-date increase of 1.4% [10]

Production & Technology - Tesla's Giga Berlin factory showcases autonomous vehicle movement, with new Teslas driving themselves off the production line [1] - Vehicles autonomously navigate the factory premises [1] - Vehicles stop at the on-site Supercharger [1] - Vehicles park in the outbound lot [1] - FSD (Supervised) is available [1]

Core Viewpoint - The discussion highlights the mixed sentiment surrounding Tesla's stock performance, particularly in light of the anticipated loss of EV credits and the company's ongoing developments in energy storage and robo-taxi services. Group 1: Stock Performance and Market Sentiment - Tesla shareholders have been aware of the impending loss of EV credits, leading to a pull forward in sales expectations, which has now been recognized in the stock price [2] - Despite record sales, Tesla's sales and earnings have declined over the past year and a half, raising concerns about margin pressure [4] - Investors continue to view Tesla as a high-growth company, which supports its stock price despite eroding fundamentals [5][6] Group 2: Energy Storage and Power Generation - Tesla's energy storage segment reported over $800 million in gross profits year-over-year, indicating significant growth potential in power generation [3] - The company is seen as having a "Trojan horse" opportunity in the power generation market, which could be a key growth driver in the future [3] Group 3: Robo-Taxi Business - The profitability of the robo-taxi business is highlighted, with the potential for a single robo-taxi to be more cost-effective than multiple Whimos [9] - There is optimism about the upcoming transition to unmanned robo-taxis in Austin and potentially San Francisco, which could serve as a catalyst for growth in this vertical [10] - The competitive pricing of robo-taxis compared to traditional ride-hailing services like Uber and Lyft is expected to attract consumer attention as the service expands [10]

RT Tesla Club Austria (@TeslaClubAT)Who want‘s to help these poor Europeans (we are lightyears away from FSD) to get a @robotaxi ride? ❤️🙏 ...

大家好我是大鱼 特斯拉为什么 在最后一天 才发布新款 Model Y Performance呢？ 这简直是一场 教科书级别的 商业操作 它完美避开了 奥斯本效应 把7500 美金 的政府补贴 玩到极致 顺便再给所有 对手上一课 想知道马斯克 是怎么布下 这个局的吗？ 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459.46% 全天上涨了 14.74%美元 涨幅是3.31% 成交量是 9711万股 目前市值 已经超过 1.5%万亿美元 当前股价 距离创下历史新高 还有6.5% 左右的涨幅 第一部分 Model Y Performance 压哨发布！ 什么叫神操作？ Tesla再最后一天 才亮出王牌 这就是神操作 就在美国联邦退税 7500 美金大限的 最后一天 所有人都以为 欸 就这样了 要买赶紧 没买拉倒 结果特斯拉 不早不晚 就在关门前那一刻 无预警地 给你端出了 一盘全新的菜 北美新款 Model Y Performance 正式上线！ 你说这时间点 是不是故意的？ 这简直就是 要再 最后一刻 「榨干」补贴！ 说一下 这款车的性能 零百加速 从之前的3.5% 秒 直接缩短 到 ...