#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

Investment Rating - The report initiates coverage with an "Add" rating for Tesla [5]. Core Views - Tesla is transitioning from an automotive manufacturer to an AI company, with significant investments in AI infrastructure, which is expected to reshape the automotive and transportation industries [7][8]. - The report highlights that Tesla's financial performance is under pressure due to declining automotive sales, but the company is leveraging its existing automotive business and energy storage to support its AI transformation [8][9]. - The new valuation logic for Tesla is based on breakthroughs in autonomous driving technology leading to new business models and cash flows, which will enhance its price-to-earnings (P/E) ratio [8][9]. Summary by Sections 1. Introduction - The significance of studying Tesla from both fundamental and investment perspectives is emphasized, noting its role in leading the electrification and intelligent transformation of the automotive industry [14][17]. 2. Transformation - Tesla is making a significant shift towards AI, with nearly 30% of its new capital expenditures (CapEx) directed towards AI infrastructure, while automotive production has not seen new capacity investments for eight consecutive quarters [8][40]. - The report discusses the divergence between Tesla's stock price and automotive delivery volumes since Q2 2024, indicating a shift in market perception away from viewing Tesla solely as a car manufacturer [8][54]. 3. Autonomous Driving/FSD/Robotaxi - The report outlines a new valuation logic for Tesla's autonomous driving business, suggesting that successful technology breakthroughs will lead to new business models and cash flows, ultimately enhancing the company's valuation [8][9]. 4. Automotive Sales & Energy Storage - Tesla's automotive and energy storage businesses are identified as cash cows that support its transformation into an AI company, with a focus on maximizing the potential of existing production lines [8][9]. 5. Robotics/Optimus Business - The report notes that Tesla's robotics business is still in its early stages and not fully valued by the market, but it is expected to contribute to long-term growth [8][9]. 6. Financial Forecast and Valuation - The financial projections for Tesla indicate expected revenues of $99.02 billion in 2025, with a net profit of $5.57 billion, reflecting a significant growth trajectory despite current challenges [5][8].

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

RT Amy (@_SFTahoe)4 REASONS WHY TESLA HAS ALREADY WON♦️Tesla Manufacturers their own RoboTaxis - by the millions!♦️Tesla’s FSD is scalable and already deployed in 5 regions (as FSD Supervised) US, Canada, Mexico, China and Puerto Rico. And being tested in more.♦️Tesla has a global infrastructure of charging, service centers and staff.♦️Tesla’s cost per mile is way less, therefore the fares are less.There simply is no competition. RoboTaxis will be winner takes most as people are fare conscious (Tesla’s quic ...

在特斯拉宏大的AI叙事中，Dojo超级计算机可以被看作是最神秘也最硬核的"屠龙之技"。它承载着马斯克用自研算力驱动FSD 、给出自动驾驶最终答案 的野心，也曾被华尔街的分析师们给出高达5000亿美元的估值。然而，这场持续数年的豪赌，一夜之间全部归零，5000亿美元就此成为泡影。 02 "自研"vs"合作" 不仅如此，它令特斯拉在AI算力布置上遭到重大打击的同时，也为AI在汽车行业的下一阶段发展带来更多的不确定性和挑战。如果说AI是不可扭转的大 势所趋，那到底用什么路线走通这条道路，又会成为诸多企业下一步抉择的重点。 01 "现实主义"屈服"理想主义" Dojo的解散伴随着重大且高频次的人事调整：Dojo负责人、芯片界传奇Peter Bannon离职，团队成员或被重新分配，或另谋高就——其中约20名核心成 员，将流向了一家名为DensityAI的新创公司。这一决定由马斯克亲自下令，六年前被赋予"特斯拉AI心脏"使命的超级项目，就此终结。 Dojo的诞生与落幕，都源于马斯克对未来的终极判断：汽车的终点必然是自动驾驶，而自动驾驶的"心脏"就是AI和驱动它的超级算力。他之所以如此重视 超级计算机，甚至不惜为此投入百亿 ...

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

Marketing & Branding - Tesla historically avoided advertising, achieving significant success [1] - Other car manufacturers invest billions of dollars in advertising to manage their brand image [1] - Tesla's perceived shortcomings are amplified in the media [1] - It's suggested that Tesla should increase marketing efforts to promote Full Self-Driving (FSD) and Robotaxi technologies [1] Future Strategy - Tesla is encouraged to proactively showcase its future plans and innovations [1]

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi拿下 德州许可证 2. FSD正在快速迭代 3.GM的惊人决定 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是329.68% 全天上涨了7.41%美元 涨幅是2.3% 美国三大股指 纳指上涨0.96% 道指上涨0.48% 标普上涨0.79% 第一部分 Robotaxi拿下 德州许可证 就在所有人担心 特斯拉Robotaxi 会被德州9月1日 生效的新法规 直接卡死的时候 一份官方文件 给了所有人 一个惊喜！ 没错！ 就在法规生效前夕 特斯拉绝地反杀 正式拿下了 德州的共乘许可证！ 这意味着什么？ 这意味着 Tesla Robotaxi LLC 在法律上 已经和Uber Lyft平起平坐 是一家官方认证的 网约车公司了！ 这不仅仅是一张纸 这是开战的号角！ 有了官方许可 之前在德州 其他城市的 低调测试 马上就要变成 正规军大杀四方！ 德州将成为特斯拉 Robotaxi服务的 第一个主战场！ 那些质疑和担忧 现在可以闭嘴了！ Tesla终于在德州拿下了 Robotaxi营运 共乘许可证（ Ri ...

🚨 Elon Musk: "The Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America and there are some additional breakthroughs in Tesla AI that will make the car feel eerily human."👀 $TSLAElon Musk (@elonmusk):@CernBasher This will substantially reduce the need for driver attention, but some complex intersections, heavy weather or unusual events will still require attention.Note, the Austin robotaxi FSD build is ~6 months more advanced than what is available in cars in America ...