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]

Tesla China Sales Performance - Tesla China's weekly sales reached 14,000 units, indicating a strong recovery from the first half of the year [2] - Analysts have raised Q3 delivery expectations for Tesla China by 25,000 units, projecting total sales of 164,000 units [2] - Tesla's cumulative registered data in China is almost on par with the previous two years, despite intense competition in the Chinese electric vehicle market [2] - The launch of the new Model YL in China is expected to significantly boost Tesla's sales [2] Model YL Global Strategy - Model YL is not exclusive to China and will likely be introduced in North America and Europe [2] - Production costs for Model YL are minimal as it is a modified version of the existing Model Y and can be produced on the same production line [2] - Tesla plans to leverage the Shanghai factory for Model YL production before expanding to other locations like Texas [2] - The introduction of Model YL in the US market is strategically timed to offset potential sales declines following the expiration of federal electric vehicle tax credits [2] - European market introduction of Model YL will follow North America, based on market demand for larger SUVs [2] Tesla Production and Operations - In Europe, Tesla Model Y continues to dominate the electric vehicle market, outselling the second-place Volkswagen ID4 by 170% with 2,768 units [3] - Tesla increased the annual percentage rate (APR) on Model Y loans from 349% to 399% in the US, signaling strong demand [3] - Tesla updated its Referral Program, offering $250 discount for Model S or X purchases, and three months of free FSD (Supervised) for Model 3, Y, or Cybertruck purchases [3] - Musk views X platform as the future of citizen journalism [3]

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Company Overview - Focuses on Tesla, providing in-depth and up-to-date information on electric vehicles [1] - Aims to build a community for electric vehicle enthusiasts [1] Content Strategy - Daily updates with approximately 9-minute videos on electric vehicles [1] - Shares the latest information on Tesla, FSD (Full Self-Driving), and Dojo [1] Partnership and Promotion - Recommends JOWUA products with a 5% discount using the code BIGFISH95 [1] - Provides direct links to JOWUA's online stores for both Taiwan and overseas customers [1] Community Engagement - Invites viewers to join the channel to explore the innovative journey of electric vehicle technology [1] - Encourages viewers to become members for exclusive benefits [1]

Company Focus - The content focuses on Tesla and its developments, including FSD (Full Self-Driving) and Dojo [1] - The content creator aims to provide in-depth, comprehensive, and up-to-date information on electric vehicles, with a particular emphasis on Tesla [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the code BIGFISH95 [1] - Specific JOWUA products are highlighted, including a hidden screen storage base, car headrests, a CCS2 dual-use mobile charger, a folding electric scooter, and an air pump charging kit [1] Content Updates - Daily updates of approximately 9-minute videos on electric vehicles are provided [1] - The channel shares the latest information on Tesla, FSD, and Dojo [1] Community Engagement - The content encourages viewers to join the channel and explore the world of electric vehicles together [1] - The creator welcomes like-minded individuals to join and explore innovative technology [1]

Company Overview - Focuses on Tesla, providing in-depth and up-to-date information on electric vehicles [1] - Aims to build a community for electric vehicle enthusiasts [1] Content Strategy - Daily updates with approximately 9-minute videos on electric vehicles [1] - Shares the latest information on Tesla, FSD (Full Self-Driving), and Dojo [1] Partnership and Promotion - Recommends JOWUA products with a 5% discount using the code BIGFISH95 [1] - Provides direct links to JOWUA's online stores for both Taiwan and overseas customers [1] Community Engagement - Invites viewers to join the channel to explore the innovative journey of electric vehicle technology [1] - Encourages viewers to become members for exclusive benefits [1]

Company Overview - Focuses on Tesla, providing in-depth and up-to-date information on electric vehicles [1] - Aims to build a community for electric vehicle enthusiasts [1] Content Strategy - Daily updates with approximately 9-minute videos on electric vehicles [1] - Shares the latest information on Tesla, FSD (Full Self-Driving), and Dojo [1] Partnership and Promotion - Recommends JOWUA products with a 5% discount using the code BIGFISH95 [1] - Provides direct links to JOWUA's online stores for both Taiwan and overseas customers [1] Community Engagement - Invites viewers to join the channel to explore the innovative journey of electric vehicle technology [1] - Encourages viewers to become members for exclusive benefits [1]