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]

Market Analysis - The electric vehicle market is experiencing pricing strategy shifts due to changes in federal subsidies [1] - Tesla's pricing and feature adjustments are perceived as potentially exploitative towards consumers [1] Product Strategy - Tesla removed features like rear-seat screens, panoramic sunroofs, and premium audio from the Model Y [1] - The base Model Y price increased by approximately $2,500 despite feature reductions [1] Consumer Perception - Consumers question whether Tesla's actions are a response to market pressures or a betrayal of customer loyalty [1] - The removal of features and price increase is seen as a questionable business practice [1]

Regulatory Scrutiny - California Department of Insurance accuses Tesla Insurance of systemic failures, alleging intentional delays in claims processing and causing financial harm to customers [1] - The report uses harsh language, suggesting Tesla's integrity is questionable [1] Customer Complaints - Customer complaints have surged, with the current year's total exceeding the sum of the past three years [1] Operational Performance - Tesla Insurance's performance is described as a regression, failing to revolutionize the industry as initially promised [1] - The "Silicon Valley myth" of using algorithms to disrupt industries may have encountered challenges in the highly human-centric insurance sector [1]

Autonomous Driving Technology - Tesla's FSD V14.1% update introduces a "reach option" enabling vehicles to autonomously navigate to parking lots, roadsides, or private driveways [1] - This feature addresses the challenge of autonomous driving in the last 50 meters, allowing the car to independently handle parking [1] - The update aims to improve parking accuracy, potentially eliminating issues like taking up two parking spaces [1] Industry Impact - The advancement represents a significant step towards true point-to-point autonomous driving [1]

馬斯克 做事的風格 確實很硬朗 在德國這個 全球工會勢力 最強的地方 他竟然派廠長 直接對著幹！ 一份內部談話被 德國媒體曝光了 內容簡直是 戰鬥檄文！ 第一是 公開宣戰！ 廠長直接 對員工說 我們不跟 工會談判 過去沒有 未來也絕不！ 在德國的 地盤上說這話 等於是直接 往巨人臉上 掄了一拳！ 第二是 直擊軟肋！ 工會主席說 光靠電池不行 你猜廠長 怎麼回？ 他說 一個代表汽車業 的工會主席 竟然說 電動車行不通？ 這簡直就是 脫離現實！ 這不是在談技術 這是在 指著鼻子說 你們工會過時了 但最狠的 是第三點 他直接把德國 車廠的裁員潮 甩鍋給了工會！ 他說看看那些 有工會的公司吧 結果是什麼？ 到處都在裁員！ 而我們Tesla呢？ 我們在 擴大生產 我們在 創造就業！ 這潛台詞 夠清楚了吧？ 究竟是誰在 砸工人的飯碗？ 這已經不是 商業談判了 這是一場矽谷文化 對歐洲傳統 的正面對決. ...

聽說特斯拉 在德國崩盤了？ 銷量暴跌50% 快被BBA 趕出老家了？ 今年以來 一堆媒體都是 這麼報的 聽起來 是不是很慘？ 別急著劃走 反轉來了 那些媒體 只給你看 年減50% 但他們敢告訴你 特斯拉九月 在德國幹了 什麼嗎？ 他們不但賣出 了3404 輛 創下今年新高 更重要的是 在德國主場 正面擊敗了 比亞迪！ 你以為這就完了？ 他們更不敢 告訴你 九月的銷量 對比 上一季的季末 暴增了 整整 83%！ 這不只是 觸底反彈 簡直是 火箭式升空！ 那50%的暴跌 又是怎麼回事？ 很簡單 去年底德國政府 取消補貼 所有人都 瘋狂提前買車 銷量被嚴重透支 媒體就拿今年 最慘澹的時期 去對比去年 最輝煌的時刻 所以 真相是什麼？ 真相是 在沒有任何 補貼的硬仗裡 特斯拉靠著 自己的實力 不但活過來了 還重新開始加速！ 這才是 真正的含金量. ...

Market Performance - Tesla delivered nearly 500,000 vehicles in Q3, setting a new historical record [1] - Despite record deliveries, Wall Street reacted negatively, with the stock price dropping 5% [1] Concerns & Predictions - Wall Street anticipates a demand collapse in Q4 due to the elimination of the $7,500 US subsidy [1] - Analysts are primarily focusing on the US market, potentially overlooking the global picture [1] Countermeasures & Strategies - Tesla is prepared with three "aces" to counter the anticipated demand slump [1] - A year-end buying surge in the Chinese market is expected to boost overall sales [1] - The European market is showing signs of steady recovery [1] - The launch of the new Model Y Performance is expected to ignite pent-up demand for vehicle upgrades [1]

你知道嗎？ 就在所有人 都以為特斯拉 沒招了的時候 馬斯克上演了 一場教科書級 的商業絕殺！ 這事得從那個 7500 美金的 退稅大限說起 幾個月來 很多人都在等 新款Model Y Performance 但特斯拉呢？ 屁都不放一個！ 它就眼睜睜 看著大家因為 怕錯過補貼 瘋狂去搶舊款車 先把自己的庫存 清得一乾二淨 把 Q3 財報 做得漂漂亮亮 然後 最騷的操作來了 就在退稅申請的 最後一天！ 最後幾個小時！ 「啪」的一聲！ 新款 Model Y Performance 無預警上線！ 你說這是巧合嗎？ 這簡直是把 所有人的心理 都算計到了 骨子裡！ 這一招 不僅讓最後一波 猶豫的買家 用補貼價 買到了新車 瞬間引爆訂單 還完美避開了 商業上最致命的 奧斯本效應 就是避免了 因為發新品 而導致舊款 賣不掉的尷尬 舊的賣完 新的無縫接上！ 一分錢的 損失都沒有 還把政府的 補貼吃乾抹淨！ 這套路 你叫對手 怎麼接？. ...