Core Insights - Tesla is transitioning from selling vehicles to offering short-term rentals due to a significant decline in US demand for electric vehicles [1][4][13] - The new rental program allows customers to rent Tesla models for three to seven days, starting at approximately $60 per day, and includes features like free Supercharging and Full Self-Driving (Supervised) [4][5][13] - The initiative is part of Tesla's strategy to increase driver engagement and sales amid challenges such as the expiration of federal EV tax credits and increased competition [5][14] Rental Program Details - The rental program is currently available in Southern California, with plans for expansion before the end of the year [8][10] - Customers can rent various Tesla models, including Model 3, Model Y, Model S, Model X, and Cybertruck, with no mileage limits [4][13] - Renters are restricted from taking vehicles out of the state where they are booked, but those who purchase a Tesla within a week of renting receive a $250 credit [5][11] Market Context - Tesla's US sales have decreased by 24% in the first eight months of 2025 compared to the previous year, with market share dropping to 38% from nearly 80% in previous years [14] - The expiration of the $7,500 federal EV tax credit has negatively impacted consumer demand and profit margins for Tesla [7][14] - The rental program is framed as an extended test-drive initiative aimed at converting potential buyers rather than competing with traditional rental agencies [11][13]

Key Takeaways Tesla faces slowing sales, tighter margins and intensifying competition in key global markets.QuantumScape's new Cobra process speeds up solid-state separator production by 25 times.QS deepens ties with automakers as first customer billings mark early commercial traction.Electric vehicle (EV) adoption may have been slower than expected, and the theme isn’t as hot as it once was — but the future of transportation is undoubtedly electric. And when we talk EVs, the first name that comes to mind i ...

美股开盘，三大指数涨跌不一，纳指跌0.48%，标普500指数跌0.17%，道指涨0.16%。 英伟达跌2.2%，软银清仓英伟达股份，套现58.3亿美元。 特斯拉跌1.5%，Cybertruck、Model Y项目负责人相继离职。 索尼涨超5%，第二财季业绩超预期，公布1000亿日元的股票回购计划。 CoreWeave跌9.3%，Q3运营利润率低于预期，因履约延误下调全年营收预期。 (格隆汇) ...

格隆汇11月11日｜1. 美国三大股指期货涨跌不一，纳指期货跌0.36%，标普500指数期货跌0.17%，道指 期货涨0.03%。 2. 欧股主要指数普涨，德国DAX指数平盘，英国富时100指数涨0.73%，法国CAC指数涨0.73%，欧洲斯 托克50指数涨0.48%。 3. 在经历长达40天的政府"停摆"后，美国国会参议院程序性投票通过了旨在结束政府"停摆"的临时拨款 法案。该法案将移交由共和党领导的众议院审议。 4. 巴菲特谢幕信：捐出13亿美元股票，不再写年度股东信，感叹活到95岁是幸运。 5. "大空头"Michael Burry：科技巨头人为低估折旧抬高利润，甲骨文盈利或被夸大26.9%、Meta夸大 20.8%。 11. 高管离职潮持续，特斯拉Cybertruck、Model Y项目负责人相继离职。 12. 据报Meta首席人工智能科学家Yann LeCun计划离职，将创办初创公司。 13. 英特尔AI主管Sachin Katti离职，加入OpenAI负责基础设施建设工作。 14. 索尼第二财季销售净额3.11万亿日元，经营利润4289.7亿日元，均超预期。 15. CoreWeave Q3营收同 ...

特斯拉在华月销同比下滑36%，近三年最差 作者：葛慧 从品牌排名来看，特斯拉由9月的第7位下滑至10月的第27位。 这一销售数据甚至低于今年最低的2月份，当时的销量为26777辆。将时间线拉长至三年，这一销量数据 仅仅略好于2022年10月，当时特斯拉仅卖出17200辆。 分车型来看，Model Y和Model 3销量双双暴跌。 10月份，Model Y的销量为19488辆，比上月少卖了31685辆，排名由上月的第二跌落至第15；Model 3的 销量为6518辆，比上月少卖了13834辆，排名第111，比上月下跌了94个位次。 一方面，有知情人士对第一财经称，这或与特斯拉工厂的放假时间相关，该公司近三年的十月销量都较 九月有较大的下滑。 另据一位接近特斯拉人士称，出口交付节奏因素也有较大影响。相关数据显示，特斯拉上海超级工厂10 月出口了超3.5万辆汽车，同比上升28%，环比上升84%。 2023年10月，特斯拉销量28626辆，比9月销量的43507辆下滑34.20%；2024年10月，特斯拉销量40485 辆，比9月销量的72200辆下滑43.93%。 但相较于前两年，特斯拉在今年10月遭遇了更大的环比 ...

Core Insights - Ford's CEO Jim Farley experienced a significant realization regarding the competitive landscape of electric vehicles (EVs) after analyzing Tesla and Chinese automakers, leading to a strategic overhaul of the company [1][3]. Group 1: Competitive Analysis - Farley noted that Ford's Mustang Mach-E has approximately 1.6 km more electrical wiring than Tesla's vehicles, resulting in added weight and the need for larger, more expensive batteries [2]. - The CEO emphasized that the teardowns of rival vehicles revealed the necessity for Ford to adapt to the advancements made by competitors [3]. Group 2: Strategic Changes - In 2022, Ford established a new division called Model E for its EV operations, which incurred losses exceeding $5 billion in 2024, with similar projections for the current year [3]. - Farley expressed that despite the financial challenges, he does not regret the decision to create a dedicated EV division [3][4]. Group 3: Market Dynamics - Farley has consistently warned that Chinese EV manufacturers pose a significant threat to Ford and other Western automakers, describing them as "far superior" and noting that they dominate the global EV market [5][10]. - In China, around 50% of new car sales are electric, compared to approximately 10% in the US, highlighting the disparity in EV adoption rates [5]. Group 4: Consumer Preferences - Farley indicated that the US EV market is evolving differently than previously anticipated, with consumers showing a preference for more affordable electric models rather than high-priced options [13][14]. - To address this shift, Ford is adjusting its EV strategy and plans to launch a $30,000 midsize truck by 2027 as part of its new production line [14][15].

Market Performance & Sales - Tesla China's October retail sales were 26,006 units, a 63.6% decrease compared to September and a 35.8% year-over-year decrease [1] - Tesla Shanghai Superfactory exported 35,491 vehicles in October, an 84% increase compared to the previous month [1] - Tesla's year-to-date (YTD) deliveries in China totaled 458,710 vehicles, an 8.4% decrease compared to the same period last year [1] - Tesla launched a new Model Y Long Range RWD version with a CLTC range of 821 kilometers, priced from RMB 288,500 [1] - Tesla's September sales in India were 64 units, and October sales were only 40 units due to high import tariffs [1] Strategic Initiatives & Technology - Tesla's AI strategy relies on xAI as an accelerator, with recursive loops between the two companies in data, software, hardware, and manufacturing [1] - Tesla is developing its own chips for robots due to the high failure rate (9% AFR average for H100) and unique requirements of robotics compared to data centers [1] Personnel Changes - Cybertruck Program Manager Siddhant Awasthi and Model Y Vehicle Program Manager Emmanuel Lamacchia both left Tesla [1]

【环球网科技综合报道】11月11日消息，据路透社报道，特斯拉两款主力车型的项目负责人——Model Y整车项目经理埃马纽埃尔·拉马基亚（Emmanuel Lamacchia）与Cybertruck项目负责人西达恩特·阿瓦斯 蒂（Siddhant Awasthi）——于本周日相继在社交平台宣布离职。两人均在特斯拉任职约八年，此次同 日离开标志着这家全球电动车龙头在核心产品线上再度流失关键高管。 来源：环球网 他在个人领英页面写道："从负责Model 3和Model Y各版本的新产品导入，到成为全球最畅销车型Model Y的整车项目经理，这是一段非凡的旅程。" 阿瓦斯蒂则以实习生身份于八年前加入特斯拉，先后参与Model 3、Cybertruck及最新Model 3改款项 目，在Cybertruck量产过程中发挥关键作用。 外媒称，特斯拉近期高管流动频繁。随着公司战略重心向自动驾驶出租车、AI芯片与机器人倾斜，过 去一年内已有数位资深项目经理离职，包括Model 3上市负责人丹尼尔·霍（Daniel Ho）、S/X整车项目 监管者张勇（David Zhang）等。此次Model Y与Cybertruck两大销量支 ...

奇怪，特斯拉股东大会刚结束，这才过了一个周末，特斯拉Model Y项目负责人Emmanuel Lamacchia、Model 3兼赛博皮卡项目负责人Siddhant Awasthi，双双闪电离职了。 这两位负责人，都是在特斯拉任职8年的老将，即便是2019年特斯拉跌至低谷时，依然在并肩战斗。 马斯克一日，痛失两员大将。 然而，就在马斯克万亿薪酬获批，在股东大会上大谈特斯拉的光明前景，从芯片讲到机器人，从FSD全面入华谈到全无人车量产后不久，他们在同一天， 宣布离职。 至此，从2024年7月前Model X/S项目经理David Zhang离职开始算起，短短16个月，特斯拉五大产品线负责人，齐刷刷换了一遍。 Model Y负责人离职 伊曼纽尔·拉马基亚(Emmanuel Lamacchia)，前Model Y项目经理最近在社交平台官宣，自己将离开特斯拉。 拉马基亚毕业于法国里昂中央理工学院，2010年毕业后就入职了劳斯莱斯，不过不是大家熟悉的那家顶奢品牌，而是同源的航空动力系统公司，拉马基亚 在此长期从事飞机发动机的生产制造工作。 2018年1月，拉马基亚跳槽来到特斯拉，当时特斯拉尚未腾飞，Model Y项目还 ...

资讯日报：美国政府有望结束停摆 股票市场概览 港股市场表现 美股市场表现 | 指数 | 收盘价 | | 日常关 (%) | 居居民 (%) | 年初至今 消费 | | --- | --- | --- | --- | --- | --- | | | | | | | (%) | | 恒生指数 | 26.649 | 900 | 1.55 | 1.55 | 32.85 | | 恒生科技 | 5,916 | : | 1.34 | 1.34 | 32.40 | | 恒年国企 | 9.443 | ---- | 1.90 | 1.90 | 29.54 | | ┣证指数 | 4.019 | | 0.53 | 0.53 | 19.90 | | 目经225 | 50,912 | | 1.26 | 1.26 | 27.62 | | 新加坡海峡 | 4.488 | | (0.09) | (0.09) | 0.00 | | 标普500 | 6.832 | - | 1.54 | 1.54 | 16.17 | | 纳斯达克 | 23,527 | - | 2.27 | 2.27 | 21.83 | | 道原町 V | 47,369 | --- ...