However, the rally did not fully hold. TSLA stock peaked at $498.33 in December but has since pulled back to around $370 by March, down roughly 25% from its highs and about 17% on a year-to-date (YTD) basis. Ongoing macro headwinds, softer delivery growth, and rising costs continue to weigh on the stock.Then sentiment flipped almost suddenly. Musk reignited optimism after locking in a massive compensation package and making his first personal share purchase in five years, deploying nearly $1 billion. That m ...

大家好我是大鱼 NHTSA 刚刚 正式驳回 一份荒唐的请愿 要求召回 过去十年 所有Tesla 只因为单踏板 驾驶太先进 会让人踩错油门 突然加速 这位希腊的 事故调查员 坚持老派逻辑 认为再生制动 让驾驶习惯大乱 硬要Tesla 倒退加煞车 联锁装置 但NHTSA翻遍 所有数据后 认为没有证据 显示系统有缺陷 旧思维碰上新科技 又一次被 事实碾压了 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周五收盘是367.96% 全天下跌了 12.34%美元 跌幅是3.24% 成交量是 7468万股 一个有趣的现象是 现在距离 Elon买入TSLA 10 亿美元几乎 正好6 个月 而价格也几乎 和他开始 买入时一样 第一部分 NHTSA 否决召回请愿 NHTSA 刚刚 正式关掉2023 年 的一份请愿 直接否决了 召回过去十年 所有Tesla 的荒唐要求 这份请愿是 2023 年3 月 由希腊的事故调查员 Costas Lakafossis 提出的 他主张Tesla 的 再生制动 和单独踏板驾驶 跟传统油车差太多 容易让驾驶人 踩错油门 导致突然加速（SUA） 他甚至说 Tesla 让你 不用踩 ...

大家好我是大鱼 你知道为什么 电动大货车 一直被酸民嘲笑 充电跟不上 柴油车吗？ 因为充电基础建设 永远卡在自家厂区 或封闭测试阶段 真正上路 跑长途 物流的车队 根本不敢赌 但就在几天前 Tesla直接 把这块最大 的痛点砸碎 美国第一座公开的 Megacharger 站在 南加州Ontario 正式上线 750 kW功率 紧贴I-10与 I-15货运大动脉 开放给多个 Semi车队 客户使用！ 这不是小升级 而是Tesla 商用电动卡车 从概念转向 可规模化的 关键转折点 大家不要错过 今天的精彩内容 OK let's go 第一部分 美国首座公共 Megacharger 面世 不知道大家 有没有这种感觉 电动车越来越香 但一想到大货卡车 长途物流 还是很多人 会心里打鼓 觉得充电怎么可能 跟得上柴油车？ 其实Tesla 已经不只在 乘用车玩生态 他们直接把矛头 指向重型运输 而且第一步 就走得又快又狠 我们先来看 美国这边刚 炸出的大新闻 首座公开的 Megacharger 站点正式上线 这站位在南加州 安大略市Ontario 4265 E Guasti Rd 国际机场超近 紧贴I-10 和 I-15 ...

Tesla has a Semi 😉Tesla Semi (@tesla_semi):North to the future https://t.co/N4fTWUa5iJ ...

Group 1 - Apple is set to hold a spring product launch this week, with potential price reductions for new models, including a low-cost device; a touch version of the MacBook Pro is confirmed for release by the end of 2026, maintaining the independence of the Mac and iPad product lines [2] - SpaceX is considering submitting its IPO documents as early as March, aiming for a valuation exceeding $1.75 trillion and potentially raising up to $50 billion, which would make it one of the largest IPOs in recent years [2] - OpenAI's founder Altman announced a potential agreement with the U.S. Department of Defense regarding the use of its AI models, with the company retaining control over technology implementation and deployment [2] Group 2 - Nvidia plans to launch a new AI processor tailored for OpenAI and other clients, aimed at creating faster and more efficient tools; this new platform will be unveiled at the GTC developer conference in San Jose [3] - BYD reported a 35.8% year-on-year decline in vehicle sales and a 38.4% drop in production for January and February, with plans to optimize product structure and enhance supply chain efficiency [3] - Alibaba's personal AI assistant "Qianwen" is entering the AI hardware market, with plans to launch various AI hardware products globally, including AI glasses and rings, starting from March [3] Group 3 - JD.com announced that its food delivery service has served over 240 million users in its first year, capturing over 15% of the market share, with plans to expand into in-store pickup and group buying by 2026 [6] - Li Auto delivered 26,421 new vehicles in February and aims to continue optimizing its product matrix to meet diverse consumer needs [7] - NIO delivered 20,797 new vehicles in February and announced a limited-time purchase promotion for March, including low-interest plans and tax subsidies [8] Group 4 - Amazon Web Services (AWS) experienced a fire at its data center in the Middle East, causing power outages and service delays, but operations are gradually recovering [10] - Microsoft reported that Windows 11's market share has surged to nearly 75% following the end of support for Windows 10, while also collaborating with companies like Anthropic and Meta to advance AI technology [10] - Tesla increased the price of the Cybertruck dual-motor all-wheel-drive version to $69,990 and initiated road tests for its Full Self-Driving (FSD) technology in Abu Dhabi [10] Group 5 - Samsung Electronics plans to establish AI-driven factories by 2030, deploying digital twin systems and humanoid robots to enhance operational efficiency [13] - SK Hynix is set to expand its production capacity for storage devices, benefiting the supply chain in March [14] - Mitsubishi Electric and Toshiba are negotiating on power chip matters, which could strengthen their competitiveness in the semiconductor sector [15]

Bill Gates would say this is AITesla built this and I saw the Semi in the wild. https://t.co/51J2gh43GN ...

馬斯克直接 對德國柏林廠 一萬多員工放話 我們不會關廠 但想擴張？ 先看你們 怎麼選！ 馬斯克說 下一個在柏林廠 出現的大產品 很可能就是 Cybercab！ 人形機器人 Optimus 電動卡車Semi 都有機會 直接在 這裡量產！ 但他話鋒一轉 只要外部勢力 別把我們帶偏 擴張就沒問題 意思很清楚 工會選舉別讓 IG Metall拿多數 未來這些 明星產品 就會留在德國！ 看來這次選舉 真的會決定 Giga Berlin 未來啊！. ...

Core Viewpoint - Tesla is focusing on enhancing its autonomous driving capabilities and expanding its Robotaxi services, with significant capital investments planned for future growth and technological advancements [1][5][17]. Group 1: Autonomous Driving and Robotaxi - Tesla has initiated paid Robotaxi services in Austin without safety drivers or follow cars, with over 500 vehicles in operation and expected exponential growth [1][9]. - The company aims to expand its Full Self-Driving (FSD) capabilities, with a target of covering 25-50% of the U.S. by year-end, pending regulatory approval [1]. - FSD paid users have reached nearly 1.1 million, with 70% opting for a one-time purchase; the transition to a subscription model is expected to impact automotive gross margins in the short term [1][10]. Group 2: Capital Investment and Financial Outlook - Tesla plans to invest over $20 billion this year across six major factories and AI capabilities, with cash and investments exceeding $44 billion available for use [2][18]. - The company anticipates record revenue from its energy business, projecting $12.8 billion in annual income by 2025, a 26.6% year-over-year increase [10][11]. - Overall gross margin is reported at 20.1%, the highest in two years, despite challenges from tariffs and fixed cost absorption [13]. Group 3: Product Development and Future Plans - The upcoming Optimus 3 robot is expected to demonstrate advanced capabilities, including learning through observation and voice, with mass production starting later this year [1][16]. - Tesla is transitioning its Fremont factory's Model S/X production line to focus on manufacturing 1 million Optimus robots annually [8]. - The company is committed to a vision of "Amazing Abundance," emphasizing the potential of AI and robotics to create a future of universal high income [4]. Group 4: Competitive Landscape - China is identified as a strong competitor in manufacturing and AI, with its capabilities being underestimated by external observers [3].

大家好我是大鱼 特斯拉Semi 最终规格 重磅曝光 满载8万磅 还能狂奔 500英里 1.2%MW闪电充电 30分钟补 300英里续航！ 这续航 +充电速度 直接让 柴油卡车的 长途优势 变成笑话 每英里电费 只要0.2%美元 省下的钱够 车队老板 多买几辆新车 Megacharger 网络已启动 全美64站 即将上线 电动物流的 颠覆时刻 真的来了 大家不要错过 今天的精彩内容 OK let's go 第一部分 Semi最终量产 规格曝光 特斯拉Semi 最新规格曝光 1.2%MW闪电充电 500英里续航 满载8万磅 还能跑那么远 这不就是在 告诉柴油卡车 时代改变了吗？ 我们一起看这场 电动革命怎么让 物流界天翻地覆 先说说Semi 的硬实力吧 特斯拉刚公布了 最终生产规格 分成标准版 和长程版两款 标准版满载 82000磅时 能跑325英里 长程版则 直逼500英里 这数字不是吹的 是在美国公路 法定重量下 实测出来的 你想像一下 开着满载 货物的卡车 一趟从旧金山 跑到洛杉矶 都不用担心电量 这对长途司机来说 简直是解脱啊 记得当初 2017年 原型车公布时 大家还在怀疑 现在呢？ 事实证 明马斯克 ...

Tesla’s Semi Is Finally Hitting The Road. The Timing Couldn’t Be WorseRead more: https://t.co/OXHyarjPu0 https://t.co/D2c9F1agzu ...