想買特斯拉保值？ 我勸你千萬 別這麼想 否則你 一定會心碎！ 剛剛在中國 上市不久的 Model 3 Long Range RWD 幾週不到 就降價 一萬人民幣 這對老車主來說 似乎是 深深的傷害！ 但是也許你 從一開始 就搞錯了！ 特斯拉 它根本就不是 傳統汽車！ 不要用豐田的 保值率去衡量它 那會讓你很受傷 你必須擺正心態 你買的 根本不是一台 傳統意義上 的「資產」 而是一台會 快速迭代 快速降價的 消費性電子產品！ 它是一個 帶輪子的 超級智慧裝置！ 你真正投資的 是它的軟體 是它不斷 OTA更新 給你帶來的 越開越新的 未來體驗！ 這才是特斯拉 最迷人 也可能是 最殘酷的真相 你認同嗎？. ...

Industry Trend & Perspective - The automotive industry is undergoing a shift towards data and software-defined vehicles, challenging traditional business models [1] - The competition in autonomous driving is not just about technology, but also about vision and courage to embrace new paradigms [1] - Some traditional automotive giants are hesitant to fully commit to autonomous driving due to fear of disrupting their established business models [1] Company Strategy & Decision - Stellantis halted its L3 autonomous driving system development after investing billions of dollars, citing lack of customer demand [1] - Stellantis' decision to abandon L3 autonomous driving demonstrates a fear of disrupting its century-old business model [1] Competitive Analysis - Tesla's FSD is positioned as an asset that can generate future revenue by leveraging user data to improve AI [1] - Traditional automotive companies are still focused on selling features and charging monthly fees, a more conservative approach [1]

你以為 FSD 登陸澳洲 只是又多開了 兩個國家嗎？ 不！ 這是馬斯克 攻下的一個 足以讓所有 唱衰者閉嘴的 戰略高地！ 過去四年 FSD 無論是 進美國加拿大 還是到中國 全都是左駕國家！ 這就給了 很多人一個藉口 說特斯拉 的純視覺 根本搞不定一個 完全鏡像的 右駕世界 這並不是 方向盤換個邊 那麼簡單？ 交通標線 環島規則 信號燈佈局 所有的一切 都是反的！ 等於是要 神經網路 為一個鏡像世界 重新學習進化！ FSD在澳洲市場 的正式上線 等於是一拳把 這個硬骨頭 給它砸碎了！ 這是推倒的 第一塊骨牌 一旦澳洲模式 被驗證 接下來英國 日本香港新加坡 全球所有右駕 市場的大門 都將被一一推開！ 這對特斯拉的 全球數據護城河 以及終極的 Robotaxi計畫 絕對是 歷史性的一大步！. ...

Sales Performance - Tesla's weekly sales in China dropped from 14,000 units to 10,300 units, a decrease of approximately 2643% [1] - The sales decline is not due to a collapse in demand, but a strategic pause in production [1] Production Strategy - Tesla launched the new six-seater Model Y L in China [1] - Tesla is slowing down production to accommodate the transition to manufacturing the new model, including line adjustments and employee training [1] Market Outlook - The sales dip may be temporary, preceding the launch of a stronger new model [1]

Autonomous Driving Technology - Uber CEO bets against Tesla's autonomous driving success within five years, citing Waymo's advancements [1] - Waymo received the first autonomous driving permit in New York, but only deployed 8 cars with safety drivers [1] - Musk argues that more radar sensors do not enhance safety, but create data conflicts [1] Data and AI - Tesla's key advantage is its vast amount of real-world data, collecting tens of billions of miles annually [1] - Waymo's historical testing mileage is only in the tens of millions of miles [1] - Tesla is using massive data to develop an AI brain for autonomous driving [1]

Market Strategy - Tesla's Cybertruck price increase of $15,000 is not aimed at ordinary consumers but at affluent enthusiasts [1] - The price increase includes FSD (Full Self-Driving), lifetime free supercharging, lifetime premium connectivity, and four years of premium service, with a total value exceeding $15,000 [1] - This strategy filters out hesitant buyers, leaving only the most ardent and price-insensitive Tesla fans [1] - The approach maximizes profit per vehicle and transforms the Cyberbeast into an exclusive "rich club" membership [1]

Valuation Analysis - Tesla's current projected price-to-earnings ratio (P/E ratio) is 184, significantly higher than traditional automakers like Ford and GM (6x) and tech giants like Amazon (50x) [1] - Tesla's P/E ratio also exceeds that of Nvidia (70x), a leader in AI [1] - The market values Tesla not just as a car manufacturer, but as a technology company focused on AI, energy, and disruptive future technologies [1] Future Growth Potential - The valuation of 184 times earnings is based on expectations of future developments such as Robotaxi autonomous vehicle fleets and Optimus robot deployments in factories [1] - The valuation also considers the value of Tesla's supercomputers, which drive its AI and robotics initiatives [1]

Product Strategy & Market Adaptation - Tesla reversed course on its controversial turn signal button design, indicating a willingness to listen to market feedback [1] - The return of the traditional turn signal stalk, initially on the new Model 3, suggests a shift towards greater flexibility in design choices [1] - Tesla China's team demonstrated its influence by bringing back the turn signal stalk, highlighting the importance of regional market demands [1] - Existing Tesla owners can retrofit their vehicles with the traditional turn signal stalk for 2499 RMB [1] Implications for Tesla - This decision challenges the perception of Elon Musk as inflexible and demonstrates a capacity to adapt to consumer preferences [1] - The return of the stalk signals a potential move towards a more adaptable and market-driven approach for Tesla to win market share [1]

馬斯克騙了所有人？ 那個讓我們 等了多年的 特斯拉平價車 根本不存在嗎？ 至少 不是以我們 想像的方式存在 汽車界的 拆車之神 Sandy Munro 最近爆出一個 驚天猛料！ 他說Cybercab 那台無人計程車 根本就是個 特洛伊木馬！ 它隨時可能 變身成 特斯拉的平價車 就是Model 2！ 你沒聽錯 這不只是 一台計程車 更是馬斯克 用來顛覆整個 平價汽車市場的 終極武器！ 這到底是個 什麼驚天佈局？ 難道馬斯克 真的要用一台 無人駕駛的出租車 來消滅所有 傳統的家用轎車嗎？ 你認為這會 成為現實嗎？. ...

馬斯克要把FSD 送到一個新的 地獄考場！ 就是日本！ 窄巷行人 複雜到爆的 交通標誌！ 說是測試 更像是挑戰！ 馬斯克就是要 向全世界證明 我的 FSD 不只在美國好用 在東京這種 極端複雜的環境 照樣稱王！ 但這背後 藏著一個 更狠的目標 攻破豐田本田 的心理防線！ 這就像什麼？ 就像當豐田還在 驕傲地談論 輔助駕駛的時候 馬斯克已經把 一套真正的 人工智慧大腦 直接空投到了 他們的東京 總部門口！ 這就是一場 降維打擊！ 將是2025年的 iPhone時刻！ 當年在玩實體 鍵盤的諾基亞 連反應的 時間都沒有 這次 輪到日本的 汽車巨頭們 瑟瑟發抖了嗎？. ...