特斯拉(TSLA.US)将于本周三美股盘后公布2025年第三季度业绩。对于多项财务指标，华尔街分析师预 测，特斯拉Q3营收为266亿美元，营业利润为15.8亿美元，汽车业务毛利率为15.9%，每股收益为0.55美 元，自由现金流为11亿美元。 特斯拉本月早些时候公布的数据显示，该公司于第三季度交付了497,099辆汽车，创下了该公司的季度 交付记录，并且超过了市场预期的448,000辆，原因是买家赶在税收抵免到期前购车。 特斯拉的最新财报电话会议预计将再次聚焦于人工智能超算系统以及自动驾驶。埃隆·马斯克和其他特 斯拉高管对在奥斯汀推出自动驾驶出租车(Robotaxi)的进展情况相对保持沉默。然而，随着特斯拉的观 察人士在科罗拉多州(奥罗拉/丹佛地区)和伊利诺伊州(芝加哥)发现了辅助性质的自动驾驶(Autopilot)以 及完全自动驾驶出租车(robotaxi)操作员的新招聘信息，可能会有一些有关特斯拉扩张的细节值得注意。 投资者还将关注特斯拉计划推出的CyberCab和RoboVan两款独立于特斯拉现有车型的专用自动驾驶汽车 的最新情况。虽然特斯拉最近确实推出了价格更便宜的Model Y和Model 3，但如 ...

有着"特斯拉超级大多头"称号的Wedbush资深分析师丹·艾夫斯近日将特斯拉的目标价大幅上调至600美 元，并维持"跑赢大盘"评级，艾夫斯的核心逻辑同样基于未来前景而不是电动汽车交付量，主要在于特 斯拉人工智能加速发展并且即将迎来关键突破。 智通财经APP获悉，特斯拉(TSLA.US)将于本周三美股盘后公布2025年第三季度业绩。对于多项财务指 标，华尔街分析师预测，特斯拉Q3营收为266亿美元，营业利润为15.8亿美元，汽车业务毛利率为 15.9%，每股收益为0.55美元，自由现金流为11亿美元。 特斯拉本月早些时候公布的数据显示，该公司于第三季度交付了497,099辆汽车，创下了该公司的季度 交付记录，并且超过了市场预期的448,000辆，原因是买家赶在税收抵免到期前购车。 特斯拉的最新财报电话会议预计将再次聚焦于人工智能超算系统以及自动驾驶。埃隆·马斯克和其他特 斯拉高管对在奥斯汀推出自动驾驶出租车(Robotaxi)的进展情况相对保持沉默。然而，随着特斯拉的观 察人士在科罗拉多州(奥罗拉/丹佛地区)和伊利诺伊州(芝加哥)发现了辅助性质的自动驾驶(Autopilot)以 及完全自动驾驶出租车(robot ...

Core Insights - Tesla's "Master Plan" is a significant milestone in the global tech industry, with the fourth chapter focusing on integrating AI, automation, and large-scale manufacturing to accelerate the transition to sustainable prosperity [1][2] - The fourth chapter emphasizes products and technologies that promote prosperity, including solar power, battery storage, autonomous vehicles, and the Optimus robot, which is designed to replace humans in repetitive and dangerous tasks [1][3] - The rapid release of the fourth chapter, just two and a half years after the third, indicates a shift in Tesla's strategic focus from electric vehicles to AI-driven initiatives, which could be a pivotal moment for the company's future [1][3] Summary by Sections Master Plan Overview - The fourth chapter of the "Master Plan" aims to redefine fundamental elements of labor, transportation, and energy on a large scale, aspiring to create a sustainable and prosperous world [2] - Unlike previous chapters, the fourth chapter lacks specific implementation details, leading to criticism regarding its substance [4][6] Focus on Optimus Robot - Tesla's focus on the Optimus robot aims to change perceptions of labor and improve workforce availability and performance, with the goal of allowing people to pursue their passions [3] - Elon Musk stated that 80% of Tesla's future value will come from robots, suggesting a significant pivot in the company's value proposition [3] Historical Context - Previous chapters of the "Master Plan" had clear goals, such as developing reliable electric vehicles, solar energy utilization, and comprehensive energy storage solutions [5] - The lack of concrete plans in the fourth chapter has raised concerns that the second chapter's objectives have not yet been fully realized [6] Industrial Focus - Tesla's shift towards industrial applications for the Optimus robot follows internal challenges and a strategic pivot to focus on industrial scenarios, as indicated by leadership changes and project adjustments [6] - The broader industry trend shows a movement from entertainment-focused robots to those designed for industrial applications, with expectations of significant advancements in the next few years [7]

Group 1 - The article discusses the contrasting investment sentiments between the Chinese and US markets, highlighting the optimism in the A-share market and the struggles of the Nasdaq index [1] - The author shares personal experiences in the US, particularly in New Jersey and Las Vegas, providing insights into local economic conditions and consumer behavior [2][4] Group 2 - The transportation sector is emphasized, with a focus on the prevalence of car usage in the US, contrasting with public transport in China, which affects living space and commuting patterns [32] - The article notes the impact of Tesla's Full Self-Driving (FSD) technology on the transportation market, with concerns about potential job losses in the ride-sharing industry [5][9] Group 3 - Food prices in the US are analyzed, with specific examples from Costco, indicating that while prices have risen, they are not as severe as reported [10][11] - The article compares the cost of living in New Jersey with other regions, noting that housing costs are significant but manageable relative to income levels [23][24] Group 4 - The real estate market in New Jersey is described as a seller's market, with rising home prices and a median listing price of approximately $560,000 [24][31] - The article discusses the implications of remote work on housing choices, suggesting a shift in where people choose to live based on affordability and quality of life [36] Group 5 - The author reflects on the cultural differences between the US and China, particularly in consumer behavior and lifestyle choices influenced by transportation methods [33][34] - The article concludes with observations on the everyday lives of ordinary people in the US, emphasizing the simplicity and directness of their experiences [45][46]