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大家好我是大鱼 今天的资讯 包括下面几个消息 1. 湾区Robotaxi 要突破100辆 2. 竞争对手的 最新消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周三收盘是319.91% 全天上涨了11.19%美元 涨幅是3.62% 美国三大股指 纳指上涨1.19% 道指上涨0.18% 标普上涨0.73% 第一部分 湾区Robotaxi 要突破100辆 Tesla正式在湾区 启动Robotaxi服务后 大家都在期待 能有进一步的好消息 目前在湾区 还需要安全驾驶员 在车上监督 这跟德州奥斯汀的 Robotaxi服务 有明显不同 奥斯汀的车 已经做到无人驾驶 只在副驾驶座 放个安全监控员 为什么有这个差别？ 就是因为加州的 法规比较严格 Tesla还没拿到完全 自动驾驶的许可 尽管如此 Tesla也没闲着 Musk近期在X的 发文中提到 他们正全力以赴 要在湾区部署 超过100辆 自动驾驶Model Y 作为Robotaxi服务 的一部分 这些车辆将帮 Tesla收集 海量数据 进一步优化FSD系统 马斯克还说 Robotaxi的 邀请制模式 也即将终结 到时候任何人 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi的 中指挑衅 2. FSD的发展 面对的诸多挑战 3.Megapack订单不断 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 Robotaxi的中指挑衅 马斯克并不 常说脏话 但他却会用80 平方英里 的地图 对所有竞争对手 比了一个巨大的 中指！ 没错！ 特斯拉在奥斯汀 的Robotaxi服务区 经过几个月的 疯狂扩张后 最新的形状 就是一个赤裸裸的 毫不掩饰的 中指挑衅！ 这就是 马斯克的战书！ 而且这不只是挑衅 更是战略！ 马斯克直接摊牌 只要Waymo能 合法运营的地方 就是我的 下一个战场！ Waymo在哪里 拿到许可 特斯拉的铁蹄 就将踏向哪里！ 这不只是在比赛 这是在抢夺 未来交通的话语权！ 一场自驾计程车的 终极大战 已经在我们眼前 拉开序幕！ 你 会站在哪一边呢？ Tesla在奥斯汀 再次扩大了Robotaxi的 运营范围 地理围栏的形状 看起来像是一个 竖起的巨大中指 这无疑是给 竞争对手的 一个强有力的讯息 Tesla在6月22日 于奥斯汀启动 Robotaxi服务时 初始的地理围栏面积 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Tesla投资xAI的 潜力有多大？ 2. Robotaxi要在 旧金山上路了吗 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 Tesla投资xAI的 潜力有多大？ 7月26日 Tesla官方在 X平台发布消息 首先感谢股东积极参与 关于xAI相关的股东提案 表达对股东关注公司 新领域的肯定 Tesla强调会依照 美国证券交易委员会 （SEC）的规定 处理股东提案 每个议题仅纳入一份 符合规定且 正确提交的提案 并且会邀请该提案的 第一位股东亲自 参加股东会 这样的说明让股东 理解公司审核流程的 严谨性和透明度 Tesla官方如此的正式的 提及xAI相关提案 显示出Tesla已经把 人工智慧领域视为 重要发展方向 公司愿意公开讨论 并听取股东建议 就之后的营运布局 与投资人进行沟通 Tesla 会在代理申请书中 挑选一个最合规的提案 并邀请提出这个提案 的股东来参与讨论 这个提案将在 2025 年11 月6 日的 年度股东大会上 正式进行投票 先来搞清楚xAI 是什么 估计大部分朋友 应该都有所了解 xAI 是Musk 在2 ...

Tesla Model Y Analysis - Barron's report suggests investor concerns stem from a potentially difficult period for Tesla and doubts about the sales impact of a lower-priced, scaled-down Model Y [1] - Analysts posit a more affordable Model Y could expand Tesla's market reach by targeting the lower-priced SUV segment, similar to Apple's iPhone strategy, potentially priced $6,000 to $8,000 lower [1] - Challenges for the lower-priced Model Y include navigating the expiration of tax credits (potentially $7,500) and managing initial production ramp-up to avoid cannibalizing existing Model Y sales [1] Full Self-Driving (FSD) and ADAS Performance - In a test conducted by Dongchedi, Tesla's Model 3 and Model X outperformed other brands in ADAS testing, even those using LiDAR, achieving approximately 83% pass rate in key scenarios [1] - Tesla's success in the ADAS test, despite Chinese data export regulations, is attributed to using a world simulator and test track for data training [1][2] - China's Ministry of Industry and Information Technology's new regulations requiring regulatory approval for autonomous driving software upgrades have slowed down Tesla's FSD rollout [2] - Tesla China's head, Tom Zhu, expressed confidence in achieving a 6/6 safety rating, indicating safety is a top priority for regulatory approval of FSD in China [2][3] Regulatory and Market Implications - An analysis suggests the ADAS test results and rankings may serve as a measure to temper over-hyped claims about autonomous driving capabilities, aligning with Chinese regulators' caution against exaggerated ADAS features [3] - Despite potential US-China relations concerns, the approval of Tesla's FSD in China is likely driven by China's focus on long-term electric vehicle development and autonomous driving technology [3] - Elon Musk highlights Tesla's end-to-end AI autonomous driving technology, emphasizing the neural network's reliance on visual information for learning and training, positioning it as a core competitive advantage [3]

Autonomous Driving Industry - Safety and Expansion - Waymo's autonomous vehicles have driven 100 million miles in fully driverless mode, with a fleet of over 1500 vehicles across multiple US cities [1] - From 2021 to March 17, 2025, Waymo's autonomous vehicles were involved in 696 accidents, with 45% being low-speed collisions [1] - Waymo claims its autonomous driving system significantly reduces accident rates for vulnerable road users, such as pedestrians (93%), cyclists (81%), and motorcyclists (86%) [1] - Tesla is rapidly expanding its Robotaxi service, with its service area in Austin growing to 42 square miles, surpassing Waymo's 37 square miles in the same city [1] - Tesla has submitted an application to begin Robotaxi services in Phoenix, Arizona, potentially challenging Waymo's largest market, which covers 315 square miles [2] Tesla's Market Strategy and Expansion - Tesla's stock closed at $31078 on Wednesday, down $612 or 193% [1] - Tesla plans to significantly increase its number of stores in Japan, from 23 currently to 50 by the end of 2026 [2] - Tesla's sales in Japan increased by 70% in the first half of 2025 compared to the same period last year, reaching approximately 4600 vehicles [2] - Tesla is planning to support the Japanese CHAdeMO charging standard and expand its charging network across Japan [2]

Tesla Stock Performance & Musk's Statements - Tesla's stock closed up 1.08% at $316.9 on Monday [1] - Musk stated that he does not support a merger between Tesla and xAI, but hasn't ruled out Tesla investing in xAI [1] - Musk visited Tesla Diner in Los Angeles, praising it as one of the coolest places, featuring modern lighting and round seating [1] - Musk mentioned Optimus 2.5 exists and Optimus 3 will have human-level agility, despite challenges and potential delays in production [1] Robotaxi Service Expansion - Tesla expanded its Robotaxi service area in Austin by approximately 114%, from 19.7 square miles (approximately 51 square kilometers) to 42.07 square miles (approximately 109 square kilometers) [1] - The new Robotaxi service area's shape resembles an inverted T, sparking discussions and marketing success [1] - Tesla's rapid expansion of the Robotaxi service area in 17 days demonstrates its pure vision system's agility, contrasting with competitors' slower mapping processes [1] - Tesla's Robotaxi service avoids Interstate I-35 for safety [2] - Tesla Robotaxi APP updated with new features, including adjustable pick-up locations, walking directions, and the ability to change destinations after booking [2] - Robotaxi service price increased from $4.20 to $6.90 [2] The Boring Company's Vegas LOOP - The Boring Company's Vegas LOOP is open daily from 10 AM to 9 PM, serving all stations, and has transported over 3 million passengers since 2021 [2] - Vegas LOOP plans to add a station at Harry Reid International Airport and expand to Allegiant Stadium and downtown by 2026, creating a 68-mile tunnel network [2]

Automotive Market Trends - US new car market under $30,000 saw a decrease of approximately 15% in listings since March due to tariff concerns [1] - US used car market is experiencing scarcity of 3-4 year old vehicles and those under $20,000 due to reduced new car production during 2020-2022 [1] - Hybrid car sales increased by 43% in 2025, driven by demand for fuel-efficient vehicles [1] Chinese Automotive Industry Practices - Chinese automotive industry is using a government-supported gray market to register new cars as used for export, inflating sales figures and clearing domestic inventory [1] - Local governments in at least 20 regions in China are supporting the export of "zero-kilometer" used cars to boost GDP and employment figures [1] - China's automotive export volume reached 5859000 vehicles in 2024, a 193% year-on-year increase, but is projected to grow only 58% to 6200000 vehicles in 2025 [1] Robotaxi and Ride-Sharing Industry - Uber is collaborating with Waymo and other autonomous driving companies to integrate Robotaxi services into its platform [2][3] - Waymo's Waymo One service has provided over 10 million paid rides, with a growth of over 50% in the last six months [3] - Tesla's Robotaxi service has launched in Austin, using Model Y vehicles, with Musk predicting a significant change in Tesla's financial performance by the end of 2025 [3] Challenges and Risks - The practice of selling new cars as used is facing increasing trade barriers, with the US and EU imposing tariffs on Chinese electric vehicles [1] - Some Chinese car companies are facing financial difficulties due to price wars and are resorting to selling cars below cost [1] - Uber faces a dilemma of potentially harming its driver base by adopting autonomous driving technology [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 投资市场新闻 2. FSD即将登陆德国？ 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 先说特斯拉的股票 周五收盘是322.16% 全天上涨了0.11%美元 涨幅是0.03% 美国三大股指 纳指下跌0.54% 道指上涨0.07% 标普下跌0.23% 稀土方面的两个消息 根据《华尔街日报》的报导 中国对稀土出口的 管制措施已产生 实质性影响 根据海关数据 2025年5月 中国稀土磁铁出口量 同比骤降74% 创2012年有记录 以来最大跌幅 其中对美出口 暴跌93% 总出口量仅120万公斤 跌至2020年2月 疫情暴发以来的最低点 中国对稀土的管制措施 精准打击了 欧美高端制造业 特别是依赖稀土磁铁的 电动汽车和军工产业 据《路透社》报导 欧盟被迫将稀土问题 列为7月中欧峰会的 核心议题 据四位消息人士证实 欧盟委员会主席 冯德莱恩与 欧洲理事会主席 科斯塔将在7月24日 至25日的北京峰会上 首要解决稀土和 关键矿产的获取问题 欧盟驻华代表团 已明确表态 峰会前只关注稀土问题 反映出欧洲汽车制造商 因供应 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 特斯拉多空 400 美元争夺战！ 2. Robotaxi的最新进展 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 特斯拉多空 400 美元争夺战！ 上周五特斯拉的股价 收在了325.31%美元 市值超过万亿美元 过去的一年 股价从低点176.51%美元 反弹至最高 488.50%美元 显示出市场对特斯拉 的信心与疑虑并存 各大机构的分析师 对于Tesla的 目标股价分歧极大 Wedbush给到 最高的500美元 最低仅仅有19.05%美元 （GLJ Research） 均价大约在309.76%美元 Robotaxi上市在即 400美元这个关口价格 成了多空双方 最关注焦点 那么这场的战争 究竟谁会胜出？ 我们先来说说 看多派的乐观理由 随着Robotaxi的即将推出 看多派对特斯拉信心满满 Piper Sandler的 分析师亚历山大· 波特 Alexander Potter 2025年6月11日重申 增持评级 给出400美元的 目标价格 他指出 奥斯汀街头已出现 无人驾驶的特斯拉 这是公司自动驾驶技术 的重要里程碑 他认为 ...