Model Y Performance and Market Strategy - Tesla launched the new Model Y Performance on the last day of the US federal tax credit eligibility, potentially maximizing subsidy benefits and avoiding the Osborne effect [1] - The new Model Y Performance features improved acceleration (0-60 mph in 33 seconds), increased range (308 miles), and upgraded interior features such as ventilated seats and a 16-inch QHD screen [1] - Tesla's pricing strategy for the new Model Y Performance includes complimentary paint colors, interior options, and accessories, effectively reducing the overall cost for consumers [1] - Tesla strategically cleared out old Model Y inventory to maintain Q3 financial performance before releasing the new model, avoiding sales gaps [1] Sales and Market Dominance - In Norway, Tesla's market share reached 337% with 4829 units sold, significantly outperforming competitors [2] - Tesla experienced year-over-year sales growth in France and Denmark in September, with Model Y becoming the top-selling vehicle in Denmark [2] Charging Infrastructure and Energy Network - Tesla expanded its Supercharger network by adding 4000 new chargers in Q3, an 18% increase [2] - Tesla's global charging network facilitated 54 million charging sessions, transferring 18 TWh of electricity in Q3 [2] Full Self-Driving (FSD) and Data Utilization - Tesla launched FSD Supervised in Australia and New Zealand, accumulating over 1 million kilometers driven in two weeks [2] - FSD in Australia contributes new and valuable training data to Tesla's AI neural network, enhancing its global adaptability [2] - Australian Tesla owners drive over 50000 miles (80000 kilometers) daily using FSD, providing diverse data for system improvement [2] Brand and Lifestyle - Tesla's restaurant in California generated $675000 in revenue from selling 50000 burgers since its opening on July 21, averaging over 700 burgers per day [2]

Regulatory Compliance & Industry Standards - Chinese regulatory draft mandates all car doors (excluding trunks) to have external mechanical handles with sufficient operation space (60mm x 20mm x 25mm) [1] - The draft also requires internal mechanical backups for door operation, positioned within 300mm of the door edge [1] - Regulations necessitate that doors can be opened from the outside without tools in the event of battery thermal runaway or similar incidents [1] - The new standard may become a global benchmark, potentially eliminating aesthetically-focused designs that compromise safety [1] Tesla's Strategy & Product Development - Tesla is developing a solution integrating electronic buttons with manual mechanical cables for door operation, addressing safety regulations while maintaining design [1] - Tesla has removed the Enhanced Autopilot (EAP), priced at $5,100 AUD, option for new HW4.0 cars in Australia [1] - This move is seen as a strategy to streamline product offerings and push users towards the Full Self-Driving (FSD) option [1] - Tesla is potentially testing a subscription model for FSD in the Australian market after removing the mid-tier EAP option [1] AI & Government Contracts - xAI secured a deal with the US General Services Administration (GSA) to provide Grok 4 and Grok 4 Fast models to federal agencies [2] - xAI's offer is priced at $0.42 per agency for 18 months, significantly undercutting competitors like OpenAI and Anthropic [2] - xAI will provide dedicated engineering support to assist government agencies in implementing and using Grok [2] - This deal is viewed as a strategic victory, positioning Grok as a key component in the US's AI capabilities and securing valuable data and brand endorsement [2]

大家好我是大鱼 拿掉招牌的 全景天窗还不够 马斯克这次 可能连法规 要求的 胎压侦测器 都要拔掉！ 一台代号E41的 神秘Model Y 正以前所未有 的方式挑战 成本极限 这究竟是为你 打造的平民神车 还是特斯拉 为抢市占率 下的一步险棋？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是 434.21%美元 全天上涨了 8.14%美元 涨幅是1.91% 成交量是 9536万股 第一部分 Model Y 乞丐版 细节全解析 特斯拉好像 要出大事了 最近有个代号 叫「E41」的 神秘车型 在网路上 被大神扒了 个底朝天 而这个大神 就是我们都很 熟悉的绿神 @greentheonly 他从特斯拉 最新的固件里 挖出了一堆猛料 简单一句话 一台史上最便宜 最精简的Model Y 可能真的 就要来了 这到底是马斯克 要割一波新韭菜 还是真的要为 价值投资者 打造一台 闭着眼睛 就能买的 平民神车？ 我们就来 深入扒一扒 这台乞丐版 Model Y 到底葫芦里 卖的什么药 我们直接 切入重点 这次的爆料 核心就一个字省 马斯克为了 把价格打下来 可以说是 无所不用其极 我把它分成 两个 ...

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大家好我是大鱼 一场价值 8.5%万亿美元 的世纪豪赌 是天才之举 还是疯狂 输送利益？ 为平息争议 特斯拉最有 权势的女人 董事长 Robyn Denholm 亲上火线 接受专访 揭开了这份 天价合约背后的 全部真相 她究竟说了什么？ 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周五收盘是395.94% 全天上涨了 27.13%美元 涨幅是7.36% 特斯拉股价 在两天之内 直接暴力 拉升14% 创下今年一月底 以来的新高点 现在大家的帐户 肯定是 绿油油的一片 而那些一路做空 天天诅咒特斯拉 的分析师们 我猜他们的脸色 现在一定很难看 这不是一次 普通的反弹 这是一次宣言 市场终于开始 读懂特斯拉的 真正价值 而这一切 很可能才是 刚刚开始 特斯拉的剧本 已经从第一幕的 电动车革命 正式进入了 第二幕 AI 帝国降临 像Wedbush 的Dan Ives 摩根士丹利的 Adam Jonas 这些长期看多 Tesla的大将 都认为市场 严重低估了 特斯拉的AI 价值 美国银行的 目标价近期 也调升到了$400 但我们仍然能 看到一些机构的 评级是「持有」 给的目标价 还在两百多美元 ...

就在Model Y L 賣到斷貨 所有人都以為 特斯拉在中國 只是個 「車廠」的時候 馬斯克卻悄悄 放出了一個 讓所有對手 都睡不著覺 的信號！ 就是這個帳號 「Tesla AI」！ 你以為這只是個 普通的 官方帳號嗎？ 不！ 這一步棋 可能預示著 FSD入華的 「終極前奏」！ 多年來 只聞樓梯響 現在 狼真的要來了！ 馬斯克在 告訴所有人 別搞錯了 我在中國賣的 從來不只是 一台電動車！ 而是一個 由AI驅動 能自我進化的 「輪式機器人」！ 這個帳號的出現 就是一聲號令！ 它在宣告 特斯拉的 核心武器 人工智慧 即將在中國 這個全球 最大的戰場 掀起一場 真正的風暴 這盤AI大棋 最重要的落子 已經出現了！. ...

大家好我是大鱼 车里明明有司机 为什么还敢叫 「Robotaxi」？ 马斯克这步棋 正让加州 监管机构 头痛不已 他利用这个 名字的模糊地带 不仅要抢生意 更把战火直接 烧到Waymo 辛苦攻下的 机场区域 这场「不讲武德」 的战争背后 藏着马斯克的 巨大布局 大家不要错过 今天的精彩内容 OK let's go 第一部分 Robotaxi抢地盘！ 在旧金山 圣荷西 和奥克兰 矽谷最重要的 三个机场 特斯拉现在 准备要全部拿下 根据POLITICO 挖出来的最新文件 特斯拉已经 正式跟这 三大机场接洽 要为它的 叫车服务 争取营运许可 Tesla上个月 在湾区推出了 名为「Robotaxi」 的叫车App 但每一台车上 都还是坐着 一位安全驾驶员 随时准备 接管方向盘 这是加州 法规所要求的 监督模式中的 全自动驾驶 跟Waymo那种 车上没人Robotaxi 有明显差异 这就是马斯克 聪明的地方 他根本不在乎 现在是不是 真正的「无人」驾驶 他要的是数据 海量的 在真实世界最复杂 场景下的数据 加州大学柏克莱分校 UC Berkeley 交通研究所的 代理主任 Scott Moura认为 特斯拉正在一个 「 ...

大家好我是大鱼 一台刚下线 的特斯拉 没有司机 自己从德国工厂 流水线开下来 完美停进车场 这不是科幻片 而是柏林超级 工厂的日常 这更是马斯克 零接触交车 宏大计画的第一步 未来你的新车 将从工厂 直接开到你家门口！ 这背后代表的 惊人意义是什么？ 不要错过 今天精彩的内容 OK let's go 第一部分 FSD进入德国工厂 特斯拉柏林厂的 车辆运营高级经理 André Thierig 在X平台上发文 他很自豪地说 我们制造的 每一台特斯拉 都具备自动 驾驶的能力 我们100% 将这个功能 用于出站操作 从『光之隧道』开始 直到车辆 抵达出站场地！ 真的太厉害了！ 这不是什么 偶尔的测试 或是特定 车型的表演 这是Giga Berlin 现在每天都在 上演的日常 是标准作业流程 所以整件事的 流程是这样 一台全新的 Model Y 在 生产线的终点 也就是那个 用来做最后 外观品管的 光之隧道 检查完毕后 它不会再等着 人类司机上车 它会自己「醒过来」 然后像个 刚拿到驾照 的新手一样 小心翼翼但又 准确无误地 开出厂房 穿过厂区的道路 最后停进户外那个 超大的物流停车场 等待上路 这种场景我们在 Tes ...

Stock Performance & Market Sentiment - Tesla's stock experienced a roughly 3% decrease during the week, reflecting a broader conservative market sentiment affecting growth stocks [1] - Tesla's stock price is range-bound between $325 ± $10, awaiting a significant catalyst to drive substantial movement [1] - Tesla's forward P/E ratio is at 184, significantly higher than the S&P 500 average of 20+, traditional automakers (6-8), and even tech giants like Amazon (50+) and Nvidia (70+), indicating high market expectations for future growth [1] - Analysts project Tesla's stock price to reach $410-$460 within 12 months and $910-$1000 within 24 months, based on financial models, but these targets could be negatively impacted by Elon Musk's political activities [1] - Political uncertainty related to Elon Musk could reduce the 12-month target price by $60, suggesting a "Musk shut up discount" of approximately 15% [1] EU-US Trade Relations - The EU and the US are advancing a preliminary agreement on tariffs, with the US considering reducing its 27.5% auto tariffs on European imports to 15% if Europe lowers barriers to US goods [1] Tesla's China Strategy - Tesla is using DeepSeek, a Chinese AI company, for AI interaction and chat within its vehicles in China, replacing xAI's Grok, to comply with Chinese data security regulations [2] - Chinese regulations mandate that all geographical and personal data remain within China, preventing Tesla from using Grok's overseas servers [2] - The introduction of FSD (Full Self-Driving) in China faces hurdles due to data security concerns, potentially requiring a China-specific version with data processing and decision-making under Chinese supervision [2]

Tesla's Strategic Shifts & Political Maneuvering - Elon Musk is reportedly pausing plans to form a third political party, potentially named "American Party," to focus on his companies [1] - Musk may support JD Vance in the 2028 presidential election, potentially using vast financial resources, possibly referencing the $300 million spent in the 2024 election [1] - Musk's political strategy is interpreted as a shift from trying to change the rules to maximizing influence within the existing political framework [1] - Tesla's CEO responded to the Wall Street Journal report with a vague denial, creating strategic ambiguity [1] Model YL & Tesla's Autonomous Driving Strategy - Model YL, a six-seater, long-wheelbase version, is currently available in China at a price of 339,000 RMB [1] - Elon Musk indicated that the Model YL variant might not be produced in the US until late next year or possibly never, depending on the progress of autonomous driving [1] - The delay of Model YL in the US is linked to Tesla's focus on developing fully autonomous driving (FSD) and creating vehicles designed for a "riding" experience rather than a "driving" experience [2] - Tesla is prioritizing the development of Cybercab and other autonomous platforms in the US, while Model YL is seen as a transitional product [2] - Future autonomous vehicles from Tesla are expected to be radically redesigned, prioritizing comfort, space, and cost reduction, with features like no steering wheel or pedals [2] Market & Production Strategy - Tesla's decision to launch Model YL in China is attributed to understanding the Chinese market, competition from local brands like NIO and Li Auto, and the Shanghai factory's production capabilities [2] - The company's strategy is to win the current market competition in China, while in the US, the focus is on leading the autonomous driving revolution [2]