新华财经上海7月24日电（记者王鹤）记者从特斯拉公司获悉，在2025年第二季度财报会上，特斯拉首 席执行官埃隆·马斯克分享了特斯拉在AI、智能辅助驾驶功能和人形机器人等领域的进展，并称特斯拉 将从"前自动驾驶时代"到"后自动驾驶时代"转变。 马斯克表示，将在几周内在美国旧金山湾区、亚利桑那州、佛罗里达州等多个地区推出服务。一旦获得 监管批准并验证安全性后，特斯拉将在多数市场推出无人驾驶出租车服务。 马斯克表示，明年在部分市场，人们可以选择让个人车辆加入或退出特斯拉车队。特斯拉会像网约车平 台一样设置车辆准入门槛，确保车辆运营期间各项功能正常运作。 特斯拉美国得州超级工厂新增1.6万块H200 GPU，Cortex训练集群的算力达6.7万块H100等效算力。 特斯拉第三代人形机器人预计将于今年推出、明年量产、5年内实现年产10万台，并尽快实现年产1000 万台的目标。马斯克称，特斯拉必须从物理第一性原理出发，对每个部件进行原创设计，因为市面上根 本没有现成可用的解决方案。因此特斯拉需要自主研发每台电机变速箱、功率电子器件、控制电子元 件、传感器以及机械构件。 从技术角度看，特斯拉的机器人业务将在极短时间内实现运 ...

【文/观察者网 王一】回归商界后，马斯克不得不面对此前他投身政界给特斯拉带来的后果。据新华社 报道，美国电动汽车制造商特斯拉公司当地时间7月23日发布了今年二季度的财报，业绩不及预期。 面对这样的结果，马斯克安抚投资者称，随着公司投资机器人和自动驾驶，"会有一些初期的痛苦"。不 过，他希望能将持股比例提升至25%，以确保特斯拉在进一步拓展其自动驾驶和人工智能（AI）业务 时，他的战略方向不会受到外部干扰。 "我认为我对特斯拉的控制应该足以确保它朝着好的方向发展，但又不能过多，这样我发疯了还可以被 赶出去。"马斯克23日在财报电话会上说道。 在马斯克眼中，"这是一件大事"，因为如果他的持股比例过小，很容易会被股东们赶下台，他将在今年 11月6日举行的年度股东大会上提出这一问题。 对特斯拉的控制权是马斯克长期以来的担忧，他此前多次表示想将持股比例从13%提高至25%，以拥有 对特斯拉发展AI和机器人业务的话语权。他认为，25%的持股比例能让他更好地掌控特斯拉。 马斯克此前多次表示希望将他的持股比例提升至25%。 社交媒体 据悉，马斯克多年来一直在没有基本工资和年度奖金的情况下为特斯拉工作。此前特斯拉董事会提出了 ...

7 月 1 日，特斯拉官网显示，特斯拉中国将 Model 3 长续航版售价上调至 28.55 万元，此前价格 为 27.55 万元。 Model 3 后轮驱动版和高性能全轮驱动版价格保持不变，依旧是 23.55 万元和 33.95 万元。焕新 Model Y 长续航全轮驱动版 CLTC 续航增至 750km ，起售价保持 31.35 万元不变。 据特斯拉方面介绍， Model 3 长续航全轮驱动版车型迎来升级 ，续航更长， CLTC 续航提升至 753 公里，动力更强，百公里加速升级至 3.8 秒 。 Model 3 长续航版及焕新 Model Y 长续航版搭 载了新的电池包，电池可用度数没有变化，但采用了新的化学配方，并通过整车的优化，提升了车辆 的续航里程。同时，新电池会更加耐用。 以下文章来源于e公司 ，作者证券时报 梅双 e公司 . e公司，证券时报旗下专注上市公司新媒体产品，立志打造A股上市公司资讯第一平台。提供7x24小时 上市公司标准化快讯，针对可能影响上市公司股价的主题概念、行业事件及时采访二次解读，从投资者 需求出发，直播上市公司有价值的活动、会议。 特斯拉价格策略再次调整。 特斯拉财报显示 ...

Core Viewpoint - Tesla has adjusted its pricing strategy for the Model 3 in China, increasing the price of the Long Range version to 285,500 yuan from 275,500 yuan, while keeping other models' prices unchanged [1][3]. Pricing Strategy - The Model 3 Long Range version's price is now 285,500 yuan, up from 275,500 yuan [1]. - The prices for the Model 3 Rear-Wheel Drive and Performance All-Wheel Drive versions remain at 235,500 yuan and 339,500 yuan, respectively [3]. - The refreshed Model Y Long Range All-Wheel Drive version maintains its starting price of 313,500 yuan [3]. Product Upgrades - The Model 3 Long Range version has received upgrades, increasing its CLTC range to 753 km and improving acceleration to 3.8 seconds for 0-100 km/h [3]. - The new battery pack features a different chemical composition, enhancing vehicle range and durability without changing the battery capacity [3]. Incentives and Subsidies - Tesla continues to offer purchase incentives, including "5 years 0 interest," 8,000 yuan insurance subsidies (limited to Model 3), 8,000 yuan paint upgrade bonuses, and 1,299 yuan exclusive charging rights for orders placed by July 31 [6]. Production and Delivery Performance - In Q1 2025, Tesla produced 362,600 electric vehicles, down from 433,000 in the same period last year, with deliveries at 336,700, also lower than 386,000 year-on-year [6]. - The combined production and delivery of Model 3 and Model Y in Q1 2025 were 345,400 and 323,800 units, respectively [6]. Market Outlook - Analysts predict that Tesla's delivery volume may decline for the second consecutive quarter due to weak monthly data in key regions and decreased consumer confidence [7]. - Tesla has recently launched its highly anticipated autonomous taxi service, with initial trials in Austin, Texas, using approximately 10 Model Y vehicles for paid passenger rides [7].

对于优步而言，这次与Waymo在亚特兰大的合作表现至关重要。优步已在全球达成了超过12项自动驾 驶合作协议，其目标是向华尔街证明，它有潜力成为无人驾驶汽车制造商的首选商业平台。优步的战略 是，凭借其品牌影响力与"乘客-司机"匹配系统的运营经验，能够带来足够的用户需求与收入，抵消自 动驾驶车辆的制造与维护成本。 不过，尽管Waymo要将其目前约1500辆车的车队扩大到与优步在主要市场的司机数量相当还需时日， 但市场上仍存在一些担忧，即如果Waymo决定不将合作拓展到更多城市，优步的未来会怎样? 亚特兰大正在成为自动驾驶市场中的一个竞争热点。优步的竞争对手Lyft(LYFT.US)预计将于今年夏季 最早在该市推出配备安全员的自动驾驶打车服务，合作伙伴为丰田支持的May Mobility。此外，亚马逊 (AMZN.US)旗下的Zoox也正在该市市中心测试其无人驾驶技术。 优步自2023年起开始与Waymo合作，在凤凰城提供打车和配送服务。虽然Waymo也通过自己的消费者 应用程序在凤凰城、旧金山和洛杉矶运营服务，但在奥斯汀和亚特兰大，优步是唯一可以叫到Waymo robotaxi的平台。优步表示，奥斯汀的用户对Wa ...

Investment Rating - The report assigns an "Overweight" rating to several companies in the Chinese internet sector, including Ctrip, AutoHome, Tencent, and Alibaba, indicating a positive outlook for their stock performance [5]. Core Insights - The macroeconomic environment in China is showing signs of improvement, fostering a favorable business growth landscape. Consumer confidence is stabilizing, supported by favorable policies, which is creating a more predictable and advantageous economic environment [2]. - The Chinese internet industry appears to be entering the early stages of a new investment cycle, driven by technological advancements, penetration into new market segments, and growth potential in overseas markets. Companies are heavily investing in AI infrastructure, consumer services in international markets, and instant delivery services [2][3]. - Companies are focusing on enhancing digital capabilities, improving user experiences, and developing new business models. This investment cycle is expected to lead to significant growth and improvements in digital infrastructure, enabling companies to provide more advanced and integrated services [2]. Summary by Sections Macroeconomic Environment - The macroeconomic situation is improving, leading to a conducive environment for business growth. Companies are exploring new markets and innovating, with a focus on efficiency and strategic partnerships [2]. AI Integration - Most Chinese internet companies are actively integrating AI into their operations to enhance efficiency and drive innovation. - Alibaba focuses on AI infrastructure for various industries, monetizing through API services and infrastructure [2]. - Tencent is incorporating AI services into its products, enhancing user experience and productivity [2]. - Baidu is investing heavily in AI capabilities and infrastructure, aiming to improve profitability through self-developed chips [3]. - Other companies like Boss Zhipin and Ctrip are also leveraging AI to improve operational efficiency and user experience [4]. International Expansion - Chinese internet companies are intensifying efforts to introduce their services to global markets, leveraging domestic expertise and sunk costs to meet overseas consumer demands. - Ctrip is expanding its hotel and flight booking services in Asia and Europe [4]. - Alibaba is pursuing overseas expansion through strategic investments in e-commerce across Europe, the Middle East, and South Korea [4]. - Baidu plans to expand its autonomous taxi services globally, focusing on infrastructure and regulatory compliance [4].

1. 马斯克认为特斯拉已完成逆转，并表示计划五年后仍担任CEO。相比薪酬方案，他更在意的是对公司的控制权。 2. 马斯克不打算让SpaceX涉足武器领域，并对发展任何类型的武器持否定态度。他同时表示，星链"有可能"未来会上市。 3. 马斯克支持对AI进行监管，但强调要适度。他形容监管者就像体育比赛中的裁判："裁判不能比球员还多。" 4. 马斯克淡化了自己在DOGE中的利益冲突问题，并否认在华盛顿拥有巨大权力。他表示，未来将减少政治献金。 5月20日消息，在当地时间周二于多哈举行的卡塔尔经济论坛上，特斯拉首席执行官埃隆·马斯克接受了彭博社主持人米莎尔·侯赛因 （Mishal Husain）的线上访谈。 在这场远程对话中，马斯克承诺，未来至少五年将继续领导这家电动汽车制造商。他的表态回应了近期部分投资者对于他是否仍将重心 放在特斯拉的质疑。过去几个月，马斯克在协助美国总统唐纳德·特朗普推动所谓"政府效率部"（DOGE）计划方面投入了大量时间和精 力。而特斯拉股价今年以来波动明显，年初至今累计下跌超过12%。 马斯克表示，此举主要是为了确保对公司的控制权。他强调，这并非出于经济利益，而是为了保障公司未来的发展方向不 ...

Group 1: Macroeconomic Developments - Israel is reportedly preparing to strike Iranian nuclear facilities, impacting gold and oil prices, with gold surpassing $3300 for the first time since May 9 and WTI crude oil increasing by 3% [1] - The People's Bank of China emphasizes the need for supportive monetary policy to boost key sectors such as technology innovation and consumption, aiming for effective financing for the real economy [3] Group 2: Industry Initiatives - Three Chinese government departments have jointly issued a document to advance the large-scale deployment and application of IPv6, targeting 850 million active users and 1.1 billion IoT connections by the end of 2025 [2] - Trump has announced a missile defense initiative called the "Golden Dome," projected to cost hundreds of billions and take years to implement, focusing on space-based defense capabilities [4] Group 3: Market Insights - The current market is in a consolidation phase before a potential breakout, with a focus on brokerage and technology sectors [6] - The global pet market is expected to exceed $300 billion by 2025, with strong demand and a concentration of leading companies in the domestic market [8]