Welcome back. Tesla teasing a potential product launch tomorrow in a recent video posted on X. How mysterious.Our Filibau, what are we what are you expecting here. What are the options, Phil. Well, the options come down to what what are legitimately close at hand or expected to be close at hand.Here's what was posted on the official X account of Tesla. A couple of uh pieces of video. This is one part of it.headlights obviously for a vehicle and the other part are what what appears to be either a wheel or a ...

Welcome back. Tesla teasing a potential product launch tomorrow in a recent video posted on X. How mysterious.Our Filibau, what are we what are you expecting here. What are the options, Phil. >> Well, the options come down to what what are legitimately close at hand or expected to be close at hand.Here's what was posted on the official X account of Tesla. A couple of uh pieces of video. This is one part of it.headlights obviously for a vehicle and the other part are what what appears to be either a wheel or ...

大家好我是大魚 史上最強Q3 交付近50萬台車 結果股價 卻暴跌5%！ 華爾街 在擔心的是 沒了補貼 特斯拉Q4 就要崩盤 但他們只看到了 眼前的危機 卻沒看見 馬斯克早已 佈下的全局 這究竟是 恐慌的開始 還是撿便宜的 絕佳時機？ 大家不要錯過 今天的精彩內容 OK let‘s go 特斯拉的股票 週四收盤是436 全天下跌了 23.46%美元 跌幅是5.11% 成交量是 1.35%億股 華爾街錯殺 特斯拉了嗎？ 昨天特斯拉 公佈的Q3 交車數據 破了紀錄 接近50萬台！ 結果股價直接跳水 大跌超過5%！ 我估計不少 朋友都看傻了 說好的史上 最強Q3呢？ 怎麼市場的 反應像是 天要塌下來了？ 這幫華爾街 的傢伙 到底在怕什麼？ 咱們就先聊聊 這到底是 市場的過度反應 還是真有什麼 隱藏的危機 我們先看數據 Q3總共交付了 497099 台車 生產了 447450 台 交付數字創了 歷史新高 這本身是 個好消息 證明特斯拉的 團隊執行力 沒話說 那問題出在哪？ 問題出在 華爾街對 未來的恐懼 他們的核心 邏輯很簡單 美國那個7500美金 的聯邦退稅補貼 Q3結束後就沒了 所以他們認定 Q3這個 創紀錄的數字 ...

特斯拉最新的 500kW超充 對你手上的 Model Y 來說 根本沒用？ 你沒聽錯！ 就算你開到 全球第一座 V4 超充站 充電速度 照樣被鎖死 在250kW 這不是特斯拉 在擠牙膏 這是它在為未來 準備的核武器 500kW超充 根本就不是為你 現在的車準備的 它是為誰？ Cybertruck！ Semi 卡車！ Cybertruck的 800V高壓平台 一接上 V4 充電速度直接 提升 30%！ 但這還 只是開胃菜 真正的主菜 是 Semi 的 百萬瓦充電！ 不過最可怕的 不是速度 是成本！ 一個 V4 機櫃 能帶動的充電樁 是 V3 的兩倍！ 部署成本 直接砍到每個樁 低於四萬美金！ 這仗還怎麼打？ 當對手還在煩惱 充電樁能不能用 特斯拉已經把 性能速度成本 全部做到了極致 福特通用 為什麼要 低頭加入NACS？ 因為他們自己玩 根本玩不起 也贏不了！ 500kW 宣告的 不是一次升級 而是下個十年 遊戲規則 依然姓馬！. ...

大家好我是大鱼 买卡车 还能倒赚钱？ Uber Freight 扔出震撼弹 你买特斯拉Semi 我给你补贴 还包你赚回本 这看似赔本的买卖 背后却藏着 一个彻底改变 货运规则的野心 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘 是421.62%美元 全天上涨了 11.58%美元 涨幅是2.82% 第一部分 Uber Freight 抱紧特斯拉大腿 Uber Freigh 突然宣布 用真金白银 给特斯拉一个 大大的拥抱 这背后到底 是什么盘算？ 今天我们就来 聊聊这个可能 改变整个货运行业 游戏规则的阳谋 先说重点 Uber Freight 推出了一个新计划 名叫特斯拉 Semi 卡车 加速器计画 说白了就是 Uber 帮你砍价 让你用更低的 价格买到Semi 而且还会帮你 把钱赚回来 这计画主要 有三个核心 我们一个一个 来拆解 第一点就是 赤裸裸的价格补贴 Uber Freight 将直接给透过 这个计画买 Semi 的货运 公司提供补贴 这直接打中了 所有运输老板们 最在意的痛点 就是成本 电动卡车好不好？ 好 环不环保？ 环保 但贵不贵？ 也确实很贵！ 另外充电 是否方便 ...

大家好我是大鱼 别再争论 电动卡车 行不行了 马斯克已经 悄悄亮出了底牌 这可能是压垮 柴油运输的 最后一根稻草 特斯拉申请了 第一个「公众」 Megacharger 这一步棋 宣告电动卡车 不再是百事可乐 的专属玩具 而是即将称霸 公路的正规军 一个小动作 为何是历史性的 引爆点呢？ 不要错过 今天精彩的内容 OK let's go 特斯拉的股票 周二收盘是329.36% 全天下跌了 4.5%美元 跌幅是1.35% 第一部分 Megacharger 终于来了！ 如果你还在 怀疑电动卡车 到底能不能普及 那马斯克 最近这一招 可能就是压垮 柴油卡车的 最后一根稻草 特斯拉不声不响地 在德州提交了 第一个公众 Semi Megacharger 的兴建许可 这一步 比我们想像的 要重要得多 这件事 为什么重要？ 我把它拆成 两个层面来看 第一点 这是从「专属玩具」 变成「公路王者」 的关键一步 过去两年 特斯拉Semi 交车的新闻 大家或多或少 都听过一些 但主要客户是谁？ 百事可乐 这种超级大咖 重要的是 充电站也都是 建在百事自己的 物流中心 或是特斯拉 自家的工厂里 这给外界一个 什么感觉？ 就是这玩意儿 ...

Core Insights - Tesla's "Master Plan Part IV" emphasizes a significant shift towards AI and robotics, aiming to create a new world through large-scale production of robots to replace human labor, which is expected to drive exponential productivity growth [5] - Elon Musk reiterated the strategic importance of the robot business, stating that approximately 80% of Tesla's future value will come from the Optimus robot [5] Group 1: Historical Context of Tesla's Master Plans - The first Master Plan (2006) focused on developing and promoting electric vehicles, starting with a high-performance sports car and gradually moving to more affordable models [7] - The second Master Plan (2016) aimed at building a sustainable energy ecosystem, including solar roofs and energy storage systems, while expanding the product line to cover various vehicle segments [8] - The third Master Plan (2023) proposed a transition to a renewable energy grid, targeting 240 TWh of storage and 30 TW of renewable generation capacity, with a $10 trillion investment in manufacturing facilities [8] Group 2: Current Market Challenges - Tesla's electric vehicle sales in Europe have been declining for several months, with a reported drop of over 84% in Sweden and 50% in the Netherlands in August [9][11] - Despite some growth in Norway and Spain, Tesla's performance is overshadowed by competitors like BYD, which saw significant increases in new vehicle registrations [11] - Analysts point to Tesla's limited product line and aging models as contributing factors to its declining sales, with no new models launched since the Model Y in 2020 [13][15] Group 3: Financial Performance - Tesla's Q2 2025 financial report showed a revenue of $22.496 billion, a 12% year-over-year decline, and a net profit of $1.172 billion, down 20.7% [15] - As of the report date, Tesla's stock price was $333.87 per share, reflecting a 3.5% decline, with a market capitalization of approximately $1.08 trillion [15]

Core Insights - The core viewpoint of the article is that Tesla is shifting its strategic focus from electric vehicles and energy to artificial intelligence and robotics, with a significant emphasis on the Optimus robot, which is expected to account for about 80% of the company's future value [1][4]. Group 1: Strategic Shift - Tesla's "Master Plan Part IV" indicates a major strategic pivot towards AI and robotics, moving away from its traditional focus on electric vehicles and energy solutions [1][3][4]. - The plan outlines five principles guiding this transition, emphasizing unlimited growth, innovation, technology solving real-world problems, automation benefiting humanity, and greater accessibility leading to larger growth [4]. Group 2: Historical Context - Previous Master Plans (1.0, 2.0, and 3.0) focused on electric vehicles and sustainable energy solutions, with 1.0 aimed at proving electric vehicle performance, 2.0 at creating a sustainable energy ecosystem, and 3.0 at transitioning to renewable energy [5][6][7]. - The release of Master Plan 4.0 represents a significant adjustment in Tesla's strategy, marking a departure from its earlier focus areas [7]. Group 3: Current Challenges - Tesla is currently facing declining electric vehicle sales in multiple markets, with significant drops in registrations reported in France (down 47.3%), Sweden (down over 84%), and California (down 21.1%) [8][9]. - The company's second-quarter financial results showed a revenue decline of 12% year-over-year, marking one of its poorest quarterly performances in a decade [8]. Group 4: Future Outlook - Elon Musk has called on investors to focus on the potential of the autonomous driving and robotics sectors, expressing confidence in these areas [9]. - Tesla plans to launch the third version of the Optimus robot prototype by the end of this year and aims for mass production starting in 2026, with a target of producing 1 million units annually within five years [9].

Core Viewpoint - Tesla's future value is projected to derive approximately 80% from the Optimus robot, marking a strategic shift from electric vehicles and energy to artificial intelligence and robotics [1][5]. Group 1: Strategic Shift - The release of "Master Plan Part IV" indicates a significant strategic pivot for Tesla towards AI and robotics, moving away from its previous focus on electric vehicles and energy solutions [1][9]. - The new plan emphasizes the integration of AI into real-world products and services, aiming to create a sustainable and prosperous future [3][5]. Group 2: Principles of Master Plan Part IV - Tesla outlines five guiding principles in the new plan: 1. Growth is infinite 2. Innovation eliminates limitations 3. Technology solves real-world problems 4. Automation must benefit all humanity 5. Greater accessibility leads to greater growth [4]. Group 3: Product Development Direction - The principle of "using technology to solve real-world problems" highlights Tesla's focus on product development, such as improving traffic conditions through autonomous driving and utilizing the Optimus robot to alleviate tedious or dangerous jobs [5]. Group 4: Historical Context - Previous Master Plans (1.0, 2.0, and 3.0) primarily focused on electric vehicles and energy solutions, with 1.0 centered on electric vehicle production, 2.0 on sustainable energy ecosystems, and 3.0 on renewable energy solutions [6][7][8]. Group 5: Current Challenges - Tesla faces declining electric vehicle sales in multiple markets, with significant drops in registrations reported in France (down 47.3%), Sweden (down over 84%), and California (down 21.1%) [11][12]. - The company reported a revenue decline of 12% year-over-year in Q2 2025, marking one of its worst quarterly performances in a decade [12].

AI Strategy Shift - Tesla is consolidating its AI efforts on the AI6 chip, discontinuing the Dojo project due to the emergence of chiplet technology, which allows for a more cost-effective and efficient design [1] - The chiplet strategy involves using a single chip design for both in-vehicle inference and data center training, reducing costs and complexity [1] - Tesla aims to achieve maximum performance per dollar spent by using the same chip design for both inference and training, amortizing costs across millions of vehicles and hundreds of thousands of server nodes [1] - Despite a potential slight performance lag in pure training compared to Nvidia, Tesla's chiplet-based Dojo 3 could lead in cost-effectiveness [1] Production and Operations - The $7,500 federal tax credit for Tesla purchases in the US is ending on September 30, with eligibility based on delivery date, not order date [1] - Tesla increased Model Y lease prices by 14% and extended estimated delivery times from 1-3 weeks to 4-6 weeks, indicating a surge in demand before the tax credit expires [1] - Saia Inc's drivers who tested Tesla's Semi trucks reported a strong preference for them over diesel trucks, praising the navigation system, camera clarity, and turning radius, with the Semi achieving 1.73% kWh per mile efficiency [2] Energy Market Expansion - Tesla is preparing to enter the UK energy market as a household electricity supplier, challenging local companies like Octopus and British Gas, with Tesla Energy Ventures applying for a electricity supply license [2] - Tesla plans to replicate its Texas electricity supply model in the UK, allowing Powerwall users to sell excess solar energy or stored electricity back to the grid, potentially saving money and promoting environmental sustainability [2] Future Outlook - Elon Musk believes Tesla will launch more innovative products and expand production, emphasizing the company's unique level of innovation in the automotive industry [2] - Musk anticipates that Optimus and autonomous driving technology will position Tesla as the world's most valuable company in the long term [2]