报道称，这家埃隆马斯克旗下唯一的欧洲电动汽车工厂，正筹备实现每年最高8吉瓦时的电池产能，此 举将改变目前零部件在德国制造、但成品电池需从美国进口的既有模式。按规划产能可满足每年13万辆 电动汽车的装配需求。 据报道，特斯拉(TSLA.US)计划最早于2027年在其柏林郊外工厂启动电池生产。 特斯拉此次扩产恰逢欧盟调整电动化推进政策。经过数月行业施压，欧盟委员会已决定放宽原定于2035 年起全面禁售新燃油车的相关规定，为车企向清洁能源交通转型提供更大灵活性，特斯拉顺势加码欧洲 制造版图。 为推动电池生产线全面投产，特斯拉计划向该工厂投入九位数资金，用于升级现有基础设施。自2022年 格林海德电动车工厂投产以来，特斯拉已累计在此投入数十亿欧元。 特斯拉透露，"若条件成熟"，未来可能将整条电池产业链集中于格林海德基地。不过当前欧洲电池生产 面临中美厂商的激烈竞争，盈利难度较大，且在大规模电池产能建设方面，欧洲仍落后于中国。 值得注意的是，特斯拉欧洲业务正遭遇多重挑战：产品阵容更新滞后、马斯克的政治立场引发争议(包 括支持德国极右翼政党选择党及曾参与特朗普政府事务)，同时其"全自动驾驶"(FSD)系统的宣传定位也 与 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 当全球⽬光聚焦于⾃动驾驶出租⻋（Robotaxi）的商业化落地或 "星舰"（Starship）的⽕星探 测任务时，埃隆·⻢斯克正于美国得克萨斯州秘密构建全栈半导体⽣态系统。该⽣态覆盖印制电路 板（PCB）⽣产、先进封装到晶圆制造等核⼼环节，将全⾯满⾜特斯拉（TSLA-US）⼈⼯智能 （AI）系统、⾃动驾驶技术及 SpaceX 星链（Starlink）项⽬的芯⽚需求，向全球芯⽚供应链的 现有格局发起挑战。 分析指出，此次⻢斯克不再满⾜于依赖外部采购芯⽚，⽽是决⼼从零起步，打造涵盖芯⽚设计、封 装测试到晶圆制造的 "全栈半导体制造⽣态系统"。 ⻢斯克多年来始终秉持⼀个核⼼观点："决定特斯拉未来的，不是汽⻋本⾝，⽽是芯⽚。" 如 今，他正将这⼀理念转化为实际⾏动。 ⾏业分析认为，⾯对全球芯⽚供应链短缺，以及台积电、三星等代⼯巨头的产能瓶颈，⻢斯克已被 "逼⾄墙⻆"，最终决定不再被动等待。 据悉，其秘密计划包含三⼤核⼼环节：从基础的印制电路板（PCB）⽣产，到尖端的先进封装技术 研发，最终⽬标是⾃建晶圆⼚。这场豪赌的核⼼赌注，是未来在 AI、机器⼈及卫星⽹络领域核⼼ 算 ...

Market Performance - The three major U.S. stock indices experienced significant gains this week, with the Dow Jones up 3.18%, the S&P 500 up 3.73%, and the Nasdaq up 4.91%, indicating a return to risk-on sentiment among investors [1] - As of the close, the Dow rose by 289.30 points (0.61%) to 47,716.42, the Nasdaq increased by 151.00 points (0.65%) to 23,365.69, and the S&P 500 gained 36.48 points (0.54%) to 6,849.09 [1] Commodity Prices - WTI crude oil for January delivery fell by 0.2% to $58.55 per barrel, while February Brent crude oil dropped by 0.8% to $62.38 per barrel [2] - Spot gold rose over 1.5% to $4,220.31 [4] - International spot silver surged over 3% to break the $55 mark, with a year-to-date increase exceeding 90% [5] Cryptocurrency Market - Bitcoin decreased by 0.2% to $91,140.36, while Ethereum rose by 0.89% to $3,041.23 [3] Company Developments - Tesla has launched a Full Self-Driving (FSD) supervised driving program in Italy, France, and Germany, allowing the public to experience the FSD system in real traffic conditions [7] - Analyst Ming-Chi Kuo reported that Intel is expected to start shipping Apple's lowest-tier M processors using advanced 18AP process technology as early as Q2-Q3 2027, with significant improvements in visibility regarding Intel's role as a supplier for Apple [8][9] Regulatory Changes - The UK tax authority (HMRC) announced new regulations requiring all cryptocurrency exchanges operating in the UK to collect and retain complete user transaction records starting January 1, 2026, and report them by 2027 [6] Analyst Ratings - Morgan Stanley predicts a strong performance for U.S. stocks next year, setting a target price of 7,800 points for the end of 2026, citing an end to the economic recession and continued policy support and strong earnings [10]

Market Performance - The three major U.S. stock indices experienced significant gains this week, with the Dow Jones up 3.18%, S&P 500 up 3.73%, and Nasdaq up 4.91% [1] - As of the close, the Dow rose by 289.30 points (0.61%) to 47716.42, Nasdaq increased by 151.00 points (0.65%) to 23365.69, and S&P 500 gained 36.48 points (0.54%) to 6849.09 [1] Commodity Prices - WTI crude oil for January delivery fell by 0.2% to $58.55 per barrel, while February Brent crude oil dropped by 0.8% to $62.38 per barrel [2] - Spot gold rose over 1.5% to $4220.31 [4] - International spot silver surged over 3% to break the $55 mark, with a year-to-date increase exceeding 90% [5] Cryptocurrency Market - Bitcoin decreased by 0.2% to $91140.36, while Ethereum increased by 0.89% to $3041.23 [3] Regulatory Developments - The UK tax authority announced new regulations requiring cryptocurrency exchanges to report complete user data starting January 1, 2026, to combat tax evasion [6] Company News - Tesla has launched a full self-driving (FSD) supervised driving project in Italy, France, and Germany, allowing the public to experience the FSD system in real traffic conditions [7] - Analyst Ming-Chi Kuo reported that Intel is expected to start shipping Apple's lowest-tier M processors using advanced 18AP process technology as early as Q2-Q3 2027, pending further development progress [8][9] Analyst Ratings - Morgan Stanley predicts strong performance for U.S. stocks next year, setting a target price of 7800 points for the end of 2026, citing an end to the economic recession and continued policy support and strong earnings [10]

Core Insights - Elon Musk previously indicated that other automakers would license Tesla's Full Self-Driving (FSD) system, but currently, no automaker is willing to adopt this technology [1][3] - Initial discussions about licensing the software began in early 2021, with Musk expressing an open attitude towards sharing technology with competitors [1] - By April 2024, Musk claimed that Tesla was in talks with a major automaker, suggesting a high likelihood of an agreement, but this deal has not materialized [1][3] Group 1 - Musk stated that other car manufacturers do not want to adopt the FSD technology [1] - Ford's CEO Jim Farley publicly declared that Ford would not use FSD, stating that "Waymo is better" [3] - Musk acknowledged that discussions with other automakers have stalled due to "unachievable demands" from the other side [3]

Core Insights - The article highlights the transformation of Tesla from a traditional car manufacturer to a vertically integrated technology and energy platform, showcasing its competitive advantages and strategic positioning in the market [3][11]. Group 1: Manufacturing and Integration - Tesla's manufacturing capabilities are foundational to its competitive edge, exemplified by its "gigacasting" technology and the Dojo supercomputer, which optimize production efficiency [4][5]. - The company has surpassed traditional automakers in terms of cost structure and innovation speed, having moved past the "production hell" that many competitors still face [4][5]. Group 2: Data and AI - Tesla has built the world's largest dataset for autonomous driving, with over 6 million vehicles transmitting billions of miles of real-world driving data daily [6][7]. - This data-driven approach enhances Tesla's Full Self-Driving (FSD) system, creating a flywheel effect where improved technology attracts more users, generating even more data [7][9]. Group 3: Distribution and Ecosystem - Tesla employs a direct-to-consumer sales model, eliminating intermediaries and strengthening brand and customer relationships [9]. - The company's global supercharging network has become an industry standard, further enhancing user retention and network effects [9]. Group 4: Brand and Vision - Tesla is positioned as a cultural symbol of progress and innovation, akin to Apple, fostering strong emotional connections with consumers [10]. - The brand's influence is durable and significant, contributing to its competitive advantage [10]. Group 5: Platform Expansion - Tesla's autonomous driving technology and future ride-hailing network could transform its vehicles from depreciating assets to revenue-generating ones [11]. - The company is expanding into energy storage and robotics, with significant potential for future growth [11][12]. - By maintaining control over its entire value chain, Tesla can implement aggressive pricing strategies, potentially disrupting traditional ride-hailing models [12][13].

Core Points - Tesla has classified its responses to the NHTSA regarding the safety of its autonomous taxi deployment in Texas as confidential business information, arguing that it should not be made public [1][2] - The NHTSA is currently reviewing Tesla's responses related to various issues concerning the safety of its autonomous taxis, particularly in adverse weather conditions [1] - Tesla claims that the information submitted to the NHTSA holds commercial value and could be exploited by competitors to enhance their own advanced driver-assistance systems [1] - The NHTSA has been investigating Tesla's Full Self-Driving (FSD) system since October of the previous year, focusing on collisions that occurred under low visibility conditions, which includes four reported incidents, one of which was fatal in 2023 [1] Group 1 - Tesla informed the NHTSA that its responses regarding the safety of autonomous taxis are confidential [1] - The NHTSA is assessing Tesla's responses and will take necessary actions to ensure road safety [1] - Tesla's legal counsel expressed concerns that competitors could misuse the confidential information to undermine Tesla's brand [1] Group 2 - The NHTSA's investigation into Tesla's FSD system is ongoing [2] - Tesla has recently deployed a limited number of autonomous taxis in Austin, Texas [2] - The NHTSA has requested additional information from Tesla regarding issues presented in online videos related to its autonomous taxis [2]

Core Viewpoint - The year 2025 is anticipated to be a breakthrough year for the integration of autonomous driving and artificial intelligence, with significant advancements in Robotaxi services and AI capabilities [1]. Group 1: Industry Developments - Tesla plans to launch a "fully autonomous" Robotaxi service in Austin, Texas, in June 2025, and aims to mass-produce the CyberCab model without a steering wheel by 2026 [1]. - Elon Musk's AI company xAI has raised $6 billion to enhance Tesla's autonomous driving technology, indicating a strong push towards a supercomputing factory [1]. - Global ride-hailing giants Uber and Lyft are collaborating with Waymo and Mobileye to accelerate the commercialization of autonomous driving, with both companies reporting significant progress in their recent quarterly earnings [1][3]. Group 2: Technological Advancements - Tesla's Full Self-Driving (FSD) system has accumulated over 1.6 billion miles of driving data, with the upcoming FSD V13 expected to increase the necessary takeover mileage by six times [3]. - The FSD V12 version utilizes end-to-end neural network technology to achieve "human-like" driving decisions, capable of handling complex scenarios [3]. - The competition in the Robotaxi market is characterized by two main camps: cost-driven and ecosystem-driven, with companies like Waymo leveraging Google's ecosystem for high-value scenarios [4]. Group 3: Market Potential and Financial Insights - The global market for Robotaxi services is projected to exceed $2 trillion by 2030, driven by technological breakthroughs and capital influx [5]. - Waymo's valuation has surpassed $45 billion, and Uber's stock has risen by 46.05% year-to-date due to its autonomous driving collaborations [5]. Group 4: Business Model Transformation - The traditional automotive business model centered on hardware sales is being disrupted by a data-driven, service-oriented ecosystem model [7]. - Tesla's "shared economy + subscription model" is expected to significantly alter its revenue structure, allowing vehicle owners to earn income from idle cars [9]. - Uber's strategy focuses on a light-asset platform approach, integrating third-party technologies to mitigate high costs associated with building its own fleet [9]. Group 5: Global Competitive Landscape - Chinese companies are leveraging cost advantages and local operational strategies to penetrate markets like the Middle East, with successful deployments of Robotaxi services [10][14]. - The regulatory environment in the U.S. varies significantly, with Texas being more permissive for autonomous vehicle testing compared to California's stringent regulations [12][13]. - Chinese firms are forming a self-sufficient supply chain in critical areas such as lidar and high-precision mapping, which could diminish Tesla's global procurement advantages [14][15].