全美國最 兇悍的警車 誕生了！ 拉斯維加斯 警局 (LVMPD) 正式列裝了 Cybertruck 警車隊！ 這造型 簡直是科幻片 走進現實 你以為這只是 個「樣子貨」 是為了作秀？ 錯了 這是一筆 精明到 骨子裡的 生意 改裝公司 UP. FIT 算了一筆帳 猜猜看 一台 Cybertruck 車 在 5 年的 使用壽命裡 能幫納稅人 省下多少錢？ 至少 $47540 美金！ 這怎麼算的？ 太簡單了 光是電費 和油費的差價 一年就能省 $8800 到 $12000 刀 再加上 5 年 省下的 $3540 刀保養費 這哪是警車？ 這根本就是 一台 「省錢機器」！ 警長都說了 從市中心到 紅岩峽谷 全都能搞定 這就是 特斯拉給出的 最硬核的廣告！. ...

Financial Analysis of Tesla's Q3 Earnings - Tesla's Q3 financial report contained one-time expenses that analysts misinterpreted as recurring [1] - Wall Street analysts were misled by one-off items in Tesla's Q3 report, leading to inaccurate EPS predictions [1] Non-Recurring Expenses - Tesla's Q3 included $238 million in restructuring costs, considered a one-time expense related to future development [1] - Administrative litigation costs in Q3 were unusually high and unlikely to repeat in Q4 [1] - Tesla faced over $400 million in tariffs and tax impacts, categorized as one-time noise [1] Q4 Expectations - The company anticipates a significant reduction (at least 90%) in restructuring expenses in Q4 [1] - The company expects that the one-time expenses will largely disappear in Q4 [1]

本 公 佈 僅 供 說 明 用 途 並 不 構 成 在 香 港、美 國 或 任 何 其 他 地 方 認 購 任 何 證 券 的 任 何 邀 請，本 公 佈（或 其 任 何 部 分）或 分 發 本 公 佈 之 事 實 亦 不 會 構 成 任 何 認 購 證 券 合 約 或 邀 請 的 基 準 或 有 關 依 據，且 僅 供 說 明 用 途。分 發 本 公 佈 可 能 在 若 干 司 法 管 轄 區 受 到 法 律 限 制，而 獲 得 本 公 佈 內 容 提 述 資 料 的 人 士 應 自 行 了 解 及 遵 守 任 何 該 等 限 制。任 何 未 能 遵 守 此 等 限 制 之 情 況 可 能 構 成 任 何 有 關 司 法 管 轄 區 的 違 法 行 為。本 公 佈 提 述 的 證 券 尚 未 根 據 任 何 證 券 法 律 及 規 例 發 行、登 記 或 獲 准 在 香 港、美 國 或 任 何 其 他 地 方 向 公 眾 發 售 或 流 通。概 無 作 出 任 何 該 等 證 券 將 會 在 香 港、美 國 或 任 何 其 他 地 方 發 行 或 就 此 登 記 或 獲 准 向 公 眾 發 售 或 流 通 ...

不知道 特斯拉最新的 「瘋狂麥克斯」模式 是不是給你 帶來了驚喜呢？ 但你可能不知道 FSD 升到 V14 之後 一個老問題 似乎變本加厲 地回來了 就是「幽靈煞車」！ 很多人都在罵 說怎麼越更新 開起來越 像個新手？ 一頓一頓的 超級卡！ 難道特斯拉的 工程師都 睡著了嗎？ 其實這很可能 不是一個bug 而是特斯拉 故意這麼做的！ 他們選擇了一個 「寧可錯殺一千 絕不放過一個」 的鐵血策略 V14 的反應速度 和判斷力 比 V13 強了 不知道多少倍 它就像一個精神 高度緊張的保鑣 任何潛在的風險 哪怕只有 0.1%的可能 它都會立刻 減速警告你 之前的 V13 為什麼感覺順？ 說白了那是 因為它的反應 還有點慢 所以 你感覺到 的「卡頓」 其實是 FSD 變得更聰明 更警覺的證明 特斯拉的邏輯 很簡單粗暴 先把安全值 拉到1000% 舒適度？ 那種東西 之後動動手指 OTA 一下 晚點再給你. ...

Customer Trust & Brand Loyalty - Tesla faces a significant trust crisis due to its handling of Full Self-Driving (FSD) upgrades for early adopters [1] - The core issue revolves around the perceived betrayal of early customers who purchased FSD with the understanding of "lifetime membership" [1] - The company's decision to require HW4 system upgrades for the latest FSD, leaving older HW3 chip users behind, is seen as a breach of promise [1] - The situation poses a challenge to Elon Musk's integrity and Tesla's reputation, questioning whether short-term profits outweigh long-term brand loyalty [1] Financial & Strategic Implications - Large-scale hardware recalls and upgrades are financially burdensome for Tesla, impacting its financial statements [1] - The company must decide between prioritizing short-term shareholder satisfaction and safeguarding the loyalty of its earliest supporters [1] - Failure to offer a substantial HW3 to HW4 upgrade plan could lead to consequences beyond just reduced car sales [1] Technological & Upgrade Concerns - The core of the problem is the ineligibility of older HW3 chips for the latest fully automated driving features [1] - Tesla is allegedly forcing older users to purchase new cars to upgrade to the HW4 system [1]

Geopolitical & Industry Control - China's export control on advanced battery technologies, including top-tier batteries, key cathode/anode materials, and manufacturing equipment, aims to restrict global battery supply chain development [1] - The export control is not merely about raw material price increases but a comprehensive restriction on battery technology [1] Strategic Validation - Tesla's early investment in vertical integration, from lithium mining to battery production in the US, is now seen as a strategic advantage [1] - The industry views Tesla's approach as a necessity for survival rather than an eccentricity [1] Technological & Economic Implications - The focus shifts from the cost of 4680 batteries to their importance for survival, highlighting the urgency of securing battery technology [1] - 4680 batteries are now seen as critical not just for Tesla but for the broader industry [1]

Market Analysis - The perceived collapse of Tesla's market share in Germany to 0.7% is misleading [1] - Over 65% of new car purchases in Germany are company-funded, primarily as company cars [1] - In Germany, approximately 2 out of every 3 new cars sold are company purchases [1] Competitive Factors - The company car culture in Germany negates Tesla's primary advantage of cost savings, as fuel expenses are often covered by the employer [1] - The 0.7% market share figure does not accurately reflect Tesla's capabilities but rather a unique market structure [1] Consumer Behavior - Company-provided fuel cards diminish the incentive for drivers to prioritize fuel efficiency or home charging solutions [1]

Market Strategy - Tesla employs different strategies in Europe and China [1] - In Europe, Tesla uses price reduction and feature enhancement to attract family users, offering Model Y below €40,000 and free Autopilot [1] - In China, Tesla focuses on technology, launching a Model Y+ with a range of 800 kilometers to address market concerns [1] Product & Pricing - European Model Y price is reduced to below €40,000 [1] - European Model Y includes free Autopilot [1] - Chinese Model Y+ features a range of 800 kilometers [1]

馬斯克的 無人計程車 Cybercab 要出大事了嗎？ 最近它在 德州工廠的 測試身影 被無人機 抓個正著 這意味著什麼？ 意味著最快 幾個月內 最晚明年一月 它就要量產了！ 一台沒有方向盤 沒有踏板 成本比 Model 3還低的 輪子上的AI 聽起來 是不是很瘋狂？ 但是 先別急著開香檳 這件事最矛盾 的地方來了 Cybercab 的身體 它的硬殼 已經在衝刺了 但它的靈魂 也就是FSD 還有允許它 上路的「準生證」 卻還在千里之外！ 你想想 一台沒有 方向盤的車 如果它的大腦 還只是個 L2 的輔助駕駛 你敢坐嗎？ 監管機構 敢放行嗎？ 光是法律保險 倫理這些問題 就夠那些官僚們 吵上好幾年了 所以 這就是馬斯克 明年最大的賭局 一個身體 已經準備好 隨時可以顛覆 世界的產品 卻被它 看不見的靈魂 和一張「許可證」 給死死卡住了喉嚨 這齣戲 你覺得他要 怎麼唱下去？. ...

Market Trends & Competition - Mercedes-Benz sales in China plummeted by 27% year-over-year in the third quarter of 2025, indicating a significant setback in its most important market [1] - Tesla's Q3 2025 sales in China exceeded 170,000 units, surpassing both BMW (147,000 units) and Mercedes-Benz, signaling a shift in luxury car market dominance [1] - BMW's sales in China remained relatively flat with a 0.4% decrease compared to the same period last year, and a year-to-date decrease of over 11% [1] - The definition of luxury in the Chinese automotive market is shifting from traditional features to technological advancements like OTA updates, fast car computer systems, and advanced driver-assistance systems [1] - Tesla's brand image is associated with future technologies like rockets, space, and AI, giving it a competitive edge over traditional luxury brands [1] Tesla's Operational Advantages - The probability of waiting in line at Tesla Supercharger stations globally has decreased to 0.6%, the lowest ever [2] - Tesla's Supercharger network usage has increased nearly threefold since 2019, with an average of eight cars served per charging pile per day [2] - Tesla's Supercharging costs are approximately 30% lower than other fast-charging networks in North America [2] - Tesla is introducing a virtual queue system for busy Supercharger stations, allowing users to remotely reserve a charging spot via the app [2] Cybertruck & FSD Updates - SpaceX is using Cybertrucks at its various facilities, serving as an endorsement of the vehicle's durability and capabilities [2] - FSD V14 is expected to be released on Cybertruck by the end of the month, reducing driver intervention prompts and improving the overall user experience [2] - Tesla is offering a retrofit service for physical turn signal stalks on the Model 3 in the US, priced at $595 [2]