內容簡介： 🔹 🚨 特斯拉老車主注意！你的HW3/HW4愛車恐成「電子垃圾」？ Elon Musk剛發佈的AI5晶片效能預計將是HW4的5到10倍，直接讓FSD進入「端到端」野獸時代！🤯 這速度是電動車界的摩爾定律極速狂奔，但同時也是所有老車主不得不面對的「硬體通膨噩夢」。 🔹 芯片效能爆炸！馬斯克的萬億級AI天網戰略！ AI5/AI6晶片不僅是為了讓FSD跑更快，背後更藏著老馬價值萬億的宏大佈局：從Robotaxi無人計程車、Optimus機器人到MACROHARD終極模擬器，甚至想利用全球特斯拉車隊建立「分佈式AI推理網路」，打造《魔鬼終結者》裡的Skynet天網！🛸🚗 🔹 💔 HW3/HW4的殘酷真相與物理死刑！ AI5峰值功耗飆升至800W，這對舊車的散熱和電源系統是物理上的巨大挑戰！我們將深入數據分析：為什麼你的HW3/HW4愛車很可能永遠無法跑滿未來的FSD？面對這種HaaS（硬體即服務）的殘酷邏輯，你還會選擇升級FSD嗎？所有車主必看，瞭解馬斯克「晶片戰略圖」背後的真實代價！💰🔥 🔹 點讚訂閱「大魚聊電動」，不錯過所有關於特斯拉與AI時代的最即時、最準確資訊！👍 #特斯拉 #馬斯克 #Musk ...

Tesla is scheduled to report third-quarter results after the bell on Wednesday, and some traders are betting the electric vehicle maker’s stock will jump to its highest level since last December on the results. https://t.co/YZo818QCIy ...

Core Viewpoint - Proactive Investors provides fast, accessible, and actionable business and finance news content to a global investment audience, focusing on medium and small-cap markets as well as blue-chip companies and broader investment stories [2][3]. Group 1: Company Overview - Proactive Investors has a team of experienced financial journalists and broadcasters, including Stephen Gunnion, who has over 25 years of experience in various media formats [1]. - The company operates in key finance and investing hubs worldwide, with bureaus and studios located in London, New York, Toronto, Vancouver, Sydney, and Perth [2]. Group 2: Content Focus - The content produced by Proactive covers a wide range of sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3]. - Proactive aims to engage motivated private investors by delivering news and unique insights across these markets [3]. Group 3: Technology Utilization - Proactive is committed to adopting technology to enhance its content creation processes, utilizing automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [4][5].

Company Performance - Tesla's governance approach is uniquely suited to the company, viewing good governance as crucial for long-term shareholder returns [1] - Tesla has achieved 39,140% total shareholder returns since its IPO, significantly outperforming the S&P 500 and its peers [1] Board of Directors - The Board of Directors possesses critical skills, experience, and perspectives to shape Tesla's future [2] - The directors up for reelection are considered critical to Tesla's next chapter [2] - The Board has overseen Tesla's transformation into a provider of autonomous solutions, creating substantial shareholder value [2] Future Strategy - Tesla is transitioning into a provider of autonomous solutions [2] - Tesla encourages shareholders to vote to help shape the company's future [3]

馬斯克在賭博 用一個小小的 瑞典市場 賭上特斯拉 的全球命運！ 很多人說 瑞典才多大？ 跟工會硬耗 值得嗎？ 大錯特錯！ 這根本不是 錢的問題 這是一場全球 「反工會」防線 的保衛戰！ 想像一下 如果特斯拉 在瑞典屈服了 全球會 發生什麼？ 德國工會 美國 UAW 所有工會都會 士氣大振！ 他們會 拿著瑞典的 勝利當樣板 衝向特斯拉的 每個工廠！ 所以瑞典 不是真正的戰場 它是全球戰略的 絕對不能 開的口子 這同時也暴露出 特斯拉最大的 潛在危機 文化的水土不服 矽谷那套 我說了算的 牛仔文化 到了歐洲這種 極度重視 勞工權益的地方 就是一場災難 這場仗 看似微小 卻是牽一髮 而動全身 馬斯克能贏嗎？ 留言告訴我吧. ...

中國剛剛 按下了 經濟核按鈕 這不是演習 而是衝著所有 高科技公司來的 尤其是電動車！ 他們祭出了 一張王牌 稀土管制 但這次的玩法 狠到你無法想像 首先是範圍擴大 所有稀土 一個都跑不掉 其次是技術封鎖 不只不賣你材料 連怎麼挖 怎麼提煉 怎麼做成 磁鐵的技術 全部鎖死！ 等於是直接廢掉 你另起爐灶的 所有可能性 但最恐怖的 是第三招 簡直就是 誅心之術 中國搞了一個 長臂管轄！ 這是什麼意思？ 就是說 不管你是誰 不管你在 哪個國家 只要你的產品裡 哪怕用了一丁點 源自中國的稀土 甚至只是用了 中國的設備 去生產 你就必須向北京 申請出口許可！ 這劇本是不是 聽起來特別耳熟？ 沒錯！ 這就是美國 當年對付 華為的翻版！ 中國把美國的招數 原封不動 加倍奉還！ 這已經不是 貿易戰了 這是用你的矛 攻你的盾 一場全球科技 產業的絞殺 正式開始了. ...

Production & Delivery - Xiaomi's co-founder aims to accelerate the production of the YU7 electric vehicle [1] - YU7 electric vehicle deliveries reached 40,000 units within three months [1]

Financial Performance - The company's operating cash flow is negative, indicating it is not profitable [1] - The company's revenue exceeds $100 billion (破千亿美金) [1] - The company's profits heavily rely on government subsidies [1] Operational Issues - The company relies on delaying payments to thousands of suppliers as a form of financing [1] - The company's accounts payable cycle is lengthening [1] Investment Perspective - Berkshire Hathaway (巴菲特) has completely divested its stake in BYD (比亞迪) after a 20x return [1] - The divestment decision is based on concerns about the company's financial health rather than its sales volume [1]

Battery Technology - Some new Model Ys have a hidden secret that could revolutionize battery maintenance, potentially eliminating range anxiety [1] - LG's new M53F cells in Model Y exceed the 42% volt charging voltage limit of ternary lithium batteries, reaching 4242% volt [1] - Tesla's vehicle engineering VP suggested that in the near future, cars will maintain a higher state of charge without battery degradation concerns [1] Tesla's Market Performance - Tesla China's insurance registration number reached 17300 units in the third week of September, the highest single-week record in the third quarter and the third highest weekly sales this year, an increase of 13% compared to the previous week [1] - Tesla's third-quarter total sales in China fell by about 8% year-on-year, indicating intense competition in the Chinese electric vehicle market [1] - Model Y is expected to regain the European pure electric vehicle sales champion in the third quarter of 2025 [1] BYD's Financial Analysis - Berkshire Hathaway sold all of its BYD shares, ending a 17-year investment with over 20x returns [1] - BYD's cash flow is negative, indicating that the company's operating income is not enough to cover its expenses, and it raised a record $56 billion in March [2] - BYD extends the payment cycle to suppliers to over 130 days, while the industry average is about 70 days, creating a cash flow illusion [2] - A significant portion of BYD's profits comes from government subsidies, which are more like blood transfusions than rewards [2] - BYD's sales growth has stagnated, and sales in China may have peaked in December 2024 [2] Musk's Vision - Musk said Optimus will be a full-featured humanoid robot capable of performing various tasks, with an estimated 20 billion units working in the industry [2]

Core Insights - The electric vehicle (EV) market is experiencing strong growth, but battery technology still requires advancements for improved reliability, charging speed, and longevity [1] - Exxon has developed a new graphite molecule that can extend EV battery life by 30%, marking a significant improvement in battery performance [2] - Exxon has acquired Superior Graphite to enhance its entry into the battery anode graphite market, emphasizing the advantages of synthetic graphite over natural graphite [3] Industry Developments - Global sales of electric cars increased by 15% in August, with a year-to-date rise of 31% in Europe, and notable increases in Germany (45%) and the UK (31%) [4] - Exxon aims to produce lithium in Arkansas by 2027, targeting enough production to supply over a million EVs annually by 2030 [3] - The company is strategically positioning itself to cover most of the EV battery supply chain, but faces potential demand challenges in the future [4]