大家好我是大鱼 今天的资讯 包括下面几个消息 1. FSD要登陆日本？ 2. 方舟投资的 最新报告 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 周二收盘是329.31% 全天下跌了5.85% 美元 跌幅是1.75% 美国三大股指 纳指下跌1.48% 道指上涨0.02% 标普下跌0.58% 第一部分 FSD要登陆日本？ 根据日本经济新闻 (Nikkei) 的报导 Tesla 已经开始 在日本的公路上 测试FSD (Supervised) 了 这件事有意思的 地方在哪？ 日本这个 汽车工业的传统巨头 他们自己的 自动驾驶也搞了 这么多年 还在原地踏步 结果现在 狼真的来了 我们先来拆解一下 这件事的几个看点 第一点 为什么是日本？ 大家知道 日本的交通状况 是出了名的复杂 路窄巷子多 交通标志也错综复杂 还有各种行人 和自行车 简直就是 自动驾驶的 地狱级考场 马斯克选择 在日本测试 这本身就是一种 极度自信的表现 他就是想告诉全世界 我的FSD 不只在美国那种 地广人稀的 地方好用 在东京这种 全世界最复杂的 城市环境里 照样能跑 而且 日本市场的 战略意义 太重要了 ...

🚨 Tesla begins testing FSD (Supervised) in Japan! 🇯🇵Employees are first to try it, with plans to roll out via software update to existing cars. $TSLAhttps://t.co/gbDycxi1ff ...

NEWS: Tesla is waiting on regulatory approval to launch FSD (Supervised) in Thailand 🇹🇭$TSLA https://t.co/kg5y8p1kd9 ...

Tesla just dropped its first-ever video of FSD (Supervised) testing on the streets of London 🇬🇧 $TSLAhttps://t.co/Bc5CiauVrp ...

Core Viewpoint - Tesla's second-quarter financial results showed a significant decline in both revenue and profit, with the automotive segment experiencing a double-digit drop, while the energy business shifted from growth to decline due to tariff impacts [1][2][14]. Financial Performance - Revenue: Tesla reported second-quarter revenue of $22.5 billion, a year-over-year decrease of 12%, slightly below analyst expectations of $22.64 billion [7][14]. - EPS: The adjusted EPS for the second quarter was $0.40, down 23% year-over-year, also below the expected $0.42 [8][14]. - Operating Profit: The operating profit was $923 million, a 42% decline year-over-year, again missing the forecast of $1.23 billion [8][14]. - Net Profit: Adjusted net profit was $1.393 billion, down 23% year-over-year, with a profit margin of 4.1% [9][14]. - Free Cash Flow: Free cash flow fell dramatically by 89% to $146 million, significantly lower than the expected $760 million [11][14]. Segment Performance - Automotive Revenue: The automotive segment generated $16.661 billion, a 16% decline year-over-year, with a gross margin of 15% [11][19]. - Energy Revenue: Energy generation and storage revenue was $2.789 billion, down 7% year-over-year, following a 67% increase in the previous quarter [12][19]. - Services and Other Revenue: This segment saw a 17% increase to $3.046 billion, attributed to the growth of the Supercharger network [20]. Strategic Outlook - New Vehicle Launches: Tesla reiterated plans to launch new vehicles, including a lower-priced model and the Cybercab, with production expected to start in 2026 [21][20]. - Transition to AI and Robotics: The company is positioning itself as a leader in AI and robotics, with plans to expand Robotaxi services and enhance autonomous driving capabilities [21][22]. - Impact of Tariffs and Policies: Tesla's management highlighted the adverse effects of tariff policies and the expiration of electric vehicle tax credits on demand, estimating a cost impact of approximately $300 million [2][25].

RT Sawyer Merritt (@SawyerMerritt)Here are all the promotions @Tesla is currently running in the US:Cybertruck:• 0% APR financing for customers who take delivery of a new Cybertruck by September 30th and transfer FSD (for free) from their current Tesla to the Cybertruck.• 0% APR financing with the purchase of FSD (Supervised)• Free 20" Cyber Wheel Upgrade (With All-Terrain Tires) ($3,500 Value). Available for inventory lease orders only.• $1,000 off for American military members, first responders, teachers ...

RT Kees Roelandschap (@KRoelandschap)Apparently Tesla was planning on releasing FSD (Supervised) in Australia in May 2025Someone requested information via an FOI requestTesla is so convinced of its v13 software that they actually intended a global wide-release of FSD (Supervised) and simultaneously launching Unsupervised in The United StatedBut thanks to the @UNECE that didn’t happenWhat an absolute shame and abomination ...

NEWS: Tesla just updated its European websites to include FSD (Supervised) https://t.co/ULpxxSLDs4 ...

end-to-end continues to scale, now for right-hand drive.Tesla AI (@Tesla_AI):FSD (Supervised) testing in Melbourne, AustraliaAnd yes, that’s a hook turn https://t.co/tjakHvRohP ...