欧洲销量仍然没有起色的同时，特斯拉的新业务还因"欺诈"被告上法庭。 据了解，7月份特斯拉欧洲销量几乎全线下滑，在英国其注册量下滑60%，在德国销量下滑超55%，在 法国、瑞典、比利时和意大利特斯拉销量也出现跳水。不过在西班牙和挪威市场，特斯拉销量出现增 长。 此外，马斯克与特斯拉还遭到股东起诉，相关股东指控马斯克和特斯拉隐瞒了包括自动驾驶出租车 Robotaxi在内的公司自动驾驶车辆存在危险这一重大风险。 特斯拉失去欧洲"销冠"地位 据DataForce初步统计，2025年上半年特斯拉在欧洲市场销量为10.89万辆，同比下滑33%，失去了欧洲 最畅销电动汽车制造商的地位。而大众汽车销量为13.35万辆，同比增长78%，成为新的欧洲电动汽车 销量冠军。 到了7月，特斯拉欧洲销量也未挽回颓势。德国联邦机动车管理局（KBA）数据显示，特斯拉7月在德 国的销量为1110辆，同比下降55.1%。今年前7个月，特斯拉在德国销量为1万辆，较去年同期暴跌 57.8%。 据英国汽车制造商和贸易商协会(SMMT)的数据，特斯拉7月在英国的注册量从去年的2462辆降至987 辆，跌破千辆大关，降幅高达60%。在法国，特斯拉7月注册 ...

智通财经APP获悉，8月1日(周五)美股盘前，文远知行(WRD.US)公布了2025年第二季度业绩。财报显 示，公司第二季度营收 1780 万美元，同比增长 60.8%。每股ADS亏损为 1.35 元人民币(0.18 美元)，而 2024 年同期为 10.11 元人民币。 公司二季度研发费用为人民币3.189亿元（合4450万美元），而2024年同期为人民币2.396亿元。不计股 权报酬，研发费用为2.803亿元，较2024年同期的1.863亿元增长50.5%。 二季度净亏损为人民币 4.064 亿元（5670 万美元），而 2024 年同期为人民币 4.136 亿元。 自动驾驶出租车Robotaxi收入同比增长836.7%，达到640万美元，为公司成立以来的最高水平，占总收 入的36.1%，是自2021年以来的最高集中度。 截至2025年6月30日，公司现金及现金等价物及定期存款为人民币40.879亿元（合5.706亿美元），理财 产品投资为人民币17.353亿元（合2.422亿美元），计入以公允价值计量的损益金融资产，限制性现金为 人民币1540万元（合220万美元）。 ...

世界首富与美国总统的友谊小船说翻就翻。 和解才没几天，特朗普和马斯克的"口水战"又呛起来了。 最近，两人围绕"大而美"法案激烈开麦。 当地时间7月1日，特朗普在社交平台上炮轰马斯克。 此前，马斯克就一直明里暗里地痛批该法案"令人作呕"，并威胁要成立新政党。 老是骂骂咧咧，特朗普便也绷不住了。 他最新嘲讽马斯克说，"补贴拿的比谁都多"，没有补贴马斯克就得关门大吉。 只要两人不对付，特斯拉股价立马闻声跳水。 上个月初，"特马"激烈对骂的时候，特斯拉当天暴跌逾14%，市值一夜蒸发超1500亿美元。 今天截止发稿，美股盘前跌近5%，股价300美元岌岌可危。 互撕大戏又来了！ 特朗普突然下场开撕。 他声称，其获得的补贴可能比历史上任何人都多。如果没有补贴，马斯克可能得关门大吉，"返回南非老家"了。 特朗普还威胁说，让政府效率部好好查查马斯克的补贴情况。 "火箭发射、卫星生产和电动汽车生产都停止了，我们国家就能省下一大笔钱。" 马斯克在隔空火速回应称："全部削减，就现在。" 他表示，"大而美"法案的"疯狂支出"将使债务上限增加创纪录的5万亿美元。 "我只是要求不要让美国破产。如果不断提高债务上限，那还有什么意义呢？" 此 ...

Group 1 - The Singapore Ministry of Transport, represented by Deputy Minister Jeffrey Siow, visited WeRide, a leading autonomous driving technology company, to discuss the safe and gradual commercialization of autonomous driving in Singapore [1][5] - Singapore plans to officially launch autonomous shuttle buses in community areas by the end of 2025, starting in the Punggol housing estate and later expanding to Tengah [5][11] - The delegation experienced WeRide's autonomous shuttle buses and taxis, emphasizing the collaboration between local public transport operators and WeRide to accelerate the deployment of autonomous vehicles over the next five years [11][23] Group 2 - WeRide is recognized for its comprehensive range of autonomous driving products and successful commercial operations in various scenarios, including urban sanitation and public transport [23][25] - In June 2024, WeRide will launch Singapore's first L4 level autonomous shuttle bus service at the Resorts World Sentosa, connecting major hotels [25] - WeRide aims to deepen collaboration with the Singapore Ministry of Transport and local partners to introduce more validated autonomous driving products and scalable business models, enhancing the public transport system [27]

Core Viewpoint - UBS maintains a "sell" rating on Tesla (TSLA.US) with a target price of $215, anticipating a Q2 delivery volume of approximately 366,000 vehicles, which represents an 18% year-over-year decline and a 9% quarter-over-quarter increase, but is still 10% below market expectations [1] Delivery Data - UBS expects Tesla's Q2 delivery range to be between 355,000 and 375,000 vehicles, with a projected increase in U.S. deliveries, stable deliveries in Europe, and a potential decline in China [1] - The anticipated Q2 delivery volume of 366,000 vehicles is lower than the market expectation [1][2] Energy Deployment - UBS forecasts Tesla's energy deployment data to be 11.3 GWh for Q2, reflecting an 8% quarter-over-quarter increase, but slightly below the market expectation of 11.8 GWh [1] Market Sentiment - UBS notes that many bullish investors may overlook delivery data due to a focus on Tesla's autonomous taxi project, Robotaxi, believing the stock's value lies in artificial intelligence [1] - The report highlights that Tesla's current financial performance is heavily reliant on its automotive business, which funds its advanced projects [1] Stock Price Dynamics - Historical data indicates that delivery reports falling short of expectations typically lead to a decline in Tesla's stock price; however, last quarter saw a 5% increase in stock price despite a 11% shortfall in delivery expectations, suggesting a shift in market perception [2] - UBS warns that stock price fluctuations due to delivery numbers may be temporary, with the upcoming earnings report being more significant [2] Analyst Ratings - According to TipRanks, Wall Street analysts have mixed views on Tesla, with 14 analysts rating it as "buy," 12 as "hold," and 9 as "sell," resulting in a consensus rating of "hold" and an average target price of $287, which is 12% lower than the current stock price [2]

Group 1: Stock Performance and Market Impact - Tesla's stock price surged over 8% to $349, reaching a three-week high, resulting in an increase of over $85 billion in market capitalization [1] - CEO Elon Musk's net worth rose by $14.9 billion to $423.9 billion, as he holds approximately 410.8 million shares, representing 13% of Tesla's outstanding common stock [1] Group 2: Robotaxi Launch and Business Strategy - Tesla officially launched its Robotaxi pilot program in Austin, Texas, allowing select users to experience the service, with a fare of $4.2 per ride [3] - The pilot includes safety drivers in each vehicle, marking a significant step towards the commercialization of Tesla's autonomous driving strategy, which was first proposed in 2016 [3][4] - Musk emphasized that the Robotaxi fleet could achieve high utilization rates, with potential gross margins of 70%-80%, significantly exceeding traditional automotive business margins [4] Group 3: Future Business Outlook - Analysts view the Robotaxi launch as a major milestone in Tesla's shift from electric vehicles to artificial intelligence as a core business focus [6] - Predictions suggest that by 2029, Tesla's Robotaxi business could generate $951 billion in revenue from autonomous ride-hailing services [7]

文 / 巴九灵（微信公众号：吴晓波频道） 当前，AI正以"周"的速度迭代，作为新一轮产业革命的核心驱动力，它所引发的层层浪潮也在人类社会飞速扩散。 据外媒近日报道，马斯克正致力于将特斯拉转型为一家AI科技公司。为此，他不仅叫停了备受期待的平价电动车项目Model 2，更是将未来押注在 自动驾驶出租车Robotaxi和人形机器人等AI驱动的产品上。 科技巨头们的蜂拥与倾注，揭示了产业智能化带来的巨大机遇，而投资人们则用真金白银疯狂押注相关赛道。 点击上图▲立即报名 " 未来像盛夏的大雨，在我们还来不及撑开伞时就扑面而来。 " —— 刘慈欣 两年多前，ChatGPT的成功便引发了社会和行业对AI的高度关注。在美国，初创企业获得的天使投资中，约三分之一投向AI相关领域。2024年， AI相关的投资已经占据北美总投资额的45.8%。 后来随着OpenAI、Anthropic、Cursor等明星公司的崛起，科创圈逐渐形成了一个共识—— AI比互联网时代的机遇大10到100倍。 与AI相比，互联网引发的上一轮信息革命，虽然改造了各行各业，乃至人们生活的方方面面，但它更多是作为赋能者的角色，生产力属性较弱。 而AI所能带来 ...