華爾街 最近又在喊 特斯拉完蛋了！ 價格戰打成這樣 毛利率 肯定崩了！ 我只能說 這些人 眼光真的太淺了 他們只盯著 Model Y 卻完全沒看到 特斯拉背後 那台真正恐怖 的印鈔機 能源部門 你來看這張圖 這才是內行 應該看的 灰色的柱子 是儲能產品的 平均售價 沒錯 價格確實 在一路走低 但是！ 你再看這條 紅色的線 毛利率！ 它在瘋狂飆升！ 上一季 特斯拉能源 毛利飆到了 31.4%！ 創下歷史新高！ 你沒聽錯 價格在跌 利潤卻在暴漲！ 這怎麼做到的？ 這就是馬斯克 製造地獄的 可怕之處 Megapack 和 Powerwall 3 的成本下降速度 比它的售價 降得更快！ 所以 當大家還在為 Model Y 降價吵翻天的時候 馬斯克 早就在另一條 萬億賽道上 把利潤率 做到了30% 以上 這才是 殘酷的真相. ...

本次展会特斯拉同样展示了包括太阳能屋顶Solar Roof、Powerwall家用储能系统、V4超级充电桩、 Cybervault充电桩在内的多场景能源产品及Megapack商用储能系统示意图。上述能源产品建立起"利 用、储存、再利用"的循环生态链，能服务于人类生活、生产、出行用电的不同场景，提供清洁可靠的 能源。 另据了解，特斯拉整个展台以一个未来街区的面貌呈现——屋顶的太阳能板Solar Roof正在把太阳能转 化为清洁电力，储存进特斯拉家用储能系统Powerwall，特斯拉之家以及车库里的家用充电桩，电力供 应全部来自Powerwall；整个街区的电力供应则来自特斯拉超大型商用储能系统Megapack。车库里停着 仿佛来自外星球的赛博越野旅行车，街上行驶着高效、环保的Model 3和Model Y L，机器人正在帮主人 遛狗做家务、金色的Cybercab展开车门，等待乘客上车，充满了科技感的同时，传递出生活气息。（经 济日报记者 唐一路） 记者日前从特斯拉获悉，在第八届中国国际进口博览会现场，特斯拉带来其明星展品——Tesla Cybercab特斯拉赛博无人驾驶电动车，旨在让观众真切感受到"端到端神经网 ...

The entire Earth can be powered by sustainable energy with tech that exists todayLarge-scale energy storage (Megapack / Megablock)And home batteries (Powerwall)– 1M installed– Can work together in a virtual power plant to act as a large, flexible power plant that supports the grid ...

Tesla (NasdaqGS:TSLA) FY 2025 Annual General Meeting November 06, 2025 04:00 PM ET Company ParticipantsBrandon Ehrhart - General Counsel and Corporate SecretaryAntoine Argouges - Founder and CEOStefan Padfield - Executive Director of Free Enterprise ProjectRobyn Denholm - Board ChairMichael Frerichs - TreasurerThomas DiNapoli - ComptrollerBruce Herbert - Founder and Chief ExecutiveElon Musk - CEOConference Call ParticipantsNone - Analyst 17None - Analyst 8None - Analyst 12None - Analyst 4None - Analyst 2Non ...

On Monday, The Korea Economic Daily reported that Tesla reached a major supply agreement with Samsung SDI. The deal, valued at more than 3 trillion won (about $2.1 billion), will have the South Korean battery maker supplying cells to Tesla over a three-year period. The outlet, citing an unnamed source in the battery industry, noted that this marks the largest battery order ever for the South Korean firm.Shares of the EV maker have gained 10% on a year-to-date (YTD) basis. TSLA stock came under pressure earl ...

Key Takeaways Tesla shareholders vote today on Elon Musk's $1 trillion performance-based pay package.Supporters hail Musk's leadership, while major investors cite dilution and dependence risks.Tesla's EV sales growth is slowing, but energy storage and robotaxi projects show promise.Tesla (TSLA) is back in the spotlight as shareholders prepare to vote on CEO Elon Musk’s massive pay package — worth around $1 trillion. The proposal, which needs shareholder approval, has stirred debate over both its size and ne ...

Core Insights - Tesla showcased its Cybercab at the China International Import Expo, marking its first appearance in the Asia-Pacific region, alongside humanoid robots, emphasizing a future-oriented business model that integrates vehicles, energy, and robotics [1][2] Group 1: Cybercab and Robotaxi - The Cybercab features no steering wheel or pedals, utilizing TeslaVision and an end-to-end neural network for autonomous driving, eliminating the need for expensive lidar technology [2] - The Cybercab is set to launch mass production in Q2 2026 and will serve Tesla's Robotaxi fleet, which has already accumulated over 600,000 kilometers in Austin and the Bay Area [2] - The operational cost of the Robotaxi service is projected to be lower than all existing transportation options, with costs per kilometer expected to be just a few cents [2][3] Group 2: Humanoid Robots - Tesla's humanoid robots share technology with its vehicles, including cameras and neural networks, and are currently capable of performing various tasks autonomously [4] - The company plans to start production of humanoid robots by the end of 2026, aiming for an annual production capacity of 1 million units by 2030 [4] - The development of humanoid robots is expected to significantly increase the human-robot ratio globally, with applications in manufacturing, home services, and healthcare [4] Group 3: Supply Chain and Industry Impact - The transition of automotive supply chains to humanoid robotics is anticipated to lower component costs significantly, addressing the industry's supply chain maturity challenges [5][6] - Domestic suppliers in China are becoming globally competitive in key components like batteries and precision gearboxes, which could lead to substantial value creation in the supply chain [6]

特斯拉CEO马斯克（Elon Musk）曾表示："特斯拉已具备现实世界人工智能所需的全部要素：人工智能 技术、卓越的机电工程能力，以及规模化生产的能力。" 据悉，特斯拉近日已将公司使命更新为"加速 世界迈向可持续的富足"，将企业的商业蓝图同社会高度发展的愿景结合起来，而在进博会现场，这座 未来街区展台正完整呈现了二者之间的深层关联。 Cybercab亚太首秀 近年来，人工智能已从前沿概念演进为全球顶级展会的核心议题与驱动引擎。在今年的进博会上，各个 行业的领军企业在此竞相秀出最新成果，以争夺下一代技术革命的制高点。 记者了解到，Cybercab没有方向盘、脚踏板，采用Tesla Vision视觉处理系统+端到端神经网络的自动驾 驶方案，无须使用激光雷达，就可以实现无人驾驶。 根据特斯拉官方披露的信息，针对92%的出行场景为1—2人的需求，新车采用两座设计，搭配超大后备 箱的布局，既可以满足大部分打车的场景，还可以成为城市间的小型货运工具。 记者注意到，Cybercab金色的车身在灯光下折射出未来感，据特斯拉介绍，金色外观来自车身金属自身 的颜色，无须喷涂，既能提升生产效率又更环保。流线型的车身带来了超低风阻， ...

Core Insights - The eighth China International Import Expo (CIIE) will showcase Tesla's innovations, including the Asia-Pacific debut of the Cybercab autonomous vehicle, humanoid robots, and a comprehensive energy ecosystem, highlighting the core principles of a "sustainable prosperity" era [1] - AI is positioned as the driving force behind Tesla's vision for sustainable wealth, transforming three key areas: reducing transportation costs through autonomous driving, creating a low-carbon network by integrating energy systems with AI, and providing reliable labor through humanoid robots [1] Group 1: Cybercab and Autonomous Driving - The Cybercab features a design tailored for autonomous driving, utilizing Tesla Vision and an end-to-end neural network, eliminating the need for expensive lidar technology [2] - The Cybercab is set to begin mass production in Q2 2026, with current testing in California and plans to integrate into Tesla's Robotaxi fleet, which has already begun operations in Austin, Texas [2][3] - The introduction of the Cybercab is expected to significantly reduce the cost of transportation, with Robotaxi fares projected to drop to a few cents per kilometer, making it more economical than existing transportation options [3] Group 2: Tesla Bot and Labor Revolution - The Tesla Bot humanoid robot shares technology with Tesla vehicles, utilizing the same camera systems and neural networks, and is expected to begin mass production by the end of 2026 [4] - The Tesla Bot is designed to perform various tasks, including factory cleaning and welding, and aims to alleviate humans from dangerous repetitive labor, potentially achieving a human-robot ratio of 1:2 in the future [4] Group 3: Safety and AI Integration - Tesla vehicles equipped with AI technology have demonstrated safety levels approximately ten times higher than conventional vehicles, with the upcoming V14 version of the smart driving assistant set to enhance capabilities for ordinary users [5] - Tesla's commitment to safety is reflected in its consistent top ratings in various global safety tests, with the Model 3/Y achieving the highest safety honors in multiple regions [5] Group 4: Energy Ecosystem - Tesla's energy solutions, including Solar Roof, Powerwall, and Megapack, are designed to create a closed-loop energy ecosystem, promoting the use, storage, and reuse of energy [7] - The company has achieved significant milestones in renewable energy, with its global supercharging network powered entirely by renewable sources for four consecutive years, helping to reduce carbon emissions by nearly 32 million metric tons [7] Group 5: Expansion in China - Tesla's Shanghai Superfactory marks a significant milestone in its operations, producing Megapack and supporting the dual growth of its mobility and energy businesses in China [8] - The factory has achieved a high localization rate and has significantly contributed to Tesla's sales in China, with the Model Y becoming the best-selling SUV in the country [8]

大家好我是大鱼 特斯拉的 售后服务 快要爆仓了 这不是危言耸听 随着海量的 Model 3 和Y 陆续过保 马斯克比谁都清楚 光靠直营服务中心 根本撑不住 所以 他最近低调地 将专业维修软体 「Toolbox 3」 永久降价76% 从3000美金 砍到700 这不是恩赐 这是在泄洪 这堵长久以来 被诟病的 维修高墙 终于倒下了 大家不要错过 今天的精彩内容 OK let's go 第一部分 特斯拉维修 霸权崩解 聊到Tesla 大家最怕的 除了「幽灵煞车」 大概就是维修了 不是说Tesla 车子爱坏 而是那个体验 尤其在车子 出了保固之后 回原厂排队的 等待时间 价格的透明度 可能都会成为 车主的痛点 但这一切 可能真的 就要变天了 Tesla 最近非常 非常低调地 干了件大事 他们把官方的 专业诊断软体 「Toolbox 3」 的年费 一口气从 3000 美金 直接砍到了 700 美金 你没听错 降幅超过76%！ 这可不是什么 黑色星期五打折 这是永久的降价 这Toolbox 3 是什么玩意？ 这可不是 你手机里那个 Tesla App 它是专业技师 用来跟车子 「深度沟通」的工具 堪称上帝模式 你要想做 ...