The streets will be forever changed with Cybercab https://t.co/OW6p8owauo ...

以下文章来源于李东阳朋友圈 ，作者李东阳 李东阳朋友圈 . 李东阳，500万粉丝营销博主、《首席营销官》主理人。聊营销、说品牌，欢迎志同道合的朋友围观。 永远思考，永远保持怀疑。+V：ldy8963 一起探讨商业，挖掘营销底层逻辑。 马斯克和特朗普的"二人传"进入全新的阶段。 还记得一个多月前，马斯克宣布从美国政坛辞职，投资者和真爱粉吃下了一颗定心丸，人们开始期待 那个无所不能的"钢铁侠"再次回归。 毕竟马斯克闯荡政坛的日子里，不但在全球范围内的声誉极速下降，连带着特斯拉等企业也沦为了众 矢之的，销量端的下滑惩戒就是最好说明。 可惜好景不长，随着特朗普"大而美"法案的通过，马斯克报复性的宣布成立"美国党"，再次高调介入 政治的特斯拉CEO马斯克让投资者们感到"疲惫"。 来源 丨 李东阳朋友圈（ID：LDYMarketing） 作者 丨 李东阳 图源 丨 Mi djourney 此时此刻，我仿佛听到了特斯拉心碎的声音，前车之鉴还摆在眼前。 毕竟当商业领袖的宏大愿景遭遇政治现实的铜墙铁壁，所谓"革命"往往沦为一场代价高昂的幻灭。 图源 ：微博@环球网 马斯克，再次化身"政治狂人" 在商业世界，企业家一旦沦为政治符 ...

智通财经APP获悉，谷歌旗下专注于完全自动驾驶的子公司Waymo 首批自动驾驶出租车本周抵达美 国"超级大都会"——纽约市，在有人类安全驾驶员的情况下开始收集城市测绘与高精地图数据，Waymo 公司当前正在寻求在纽约获得自动驾驶出租车测试许可。 手动载人模式试驾的数据全方位汇总将有助于训练该公司聚焦完全自动驾驶的AI超算系统，对于 Waymo与特斯拉Robotaxi所主导的完全自动驾驶出租车领域来说，如果完成数据搜集之后能够在纽约实 现测试搭配人类安全监督员的自动驾驶出租车，堪称该领域的里程碑式进展，这也意味着可能在不久之 后无人监督的完全自动驾驶出租车将正式登陆这一堪称"世界之都"的超级市场。 这家谷歌旗下的自动驾驶公司首先计划在车辆以人类驾驶员手动的驾驶方式行驶于纽约市期间收集数 据，这是其进军美国最大规模网约车市场之一的第一步。 Waymo此前已于6月向纽约市交通管理局申请基于完全自动驾驶的道路测试许可。如果获批，计划首先 在车内配备一名人类安全监控员的情况下进行自动驾驶测试，随后在安装人类安全监测器的情形下测 试，最终拓展至以无需人类监督员的模式来测试完全自动驾驶出租车。 此举凸显出Waymo 在面对 ...

再次高调介入政治的马斯克让投资者感到"疲惫"。 猛烈抨击"大而美"法案，宣布成立"美国党", 再次高调介入政治的特斯拉CEO马斯克让投资者们感到"疲惫"。 7月5日，马斯克在社交媒体上宣布成立新政党"美国党"，声称该党将代表美国社会"80%的中间选民"，瞄准明年的国会中期选举。特朗普则于 6日回应称马斯克成立新政党实属"荒谬"，并于当晚发文表示，马斯克在过去几周"完全脱轨失控"，基本上陷入"如火车事故般"灾难性局 面，"令人难过"。 投资者担心特朗普政府"报复" 艾夫斯在报告中称，由于投资者担心若特朗普和共和党将马斯克视为敌人而非朋友所产生的实际影响，特斯拉本周一（7日）股价或将承压。 今年以来，特斯拉股价已经下跌约22%，在最近的交易日中收于315.35美元/股。截止发稿，特斯拉盘前交易已下跌逾6.5%。 特斯拉上周发布的第二季度财报显示，特斯拉交付电动车38.4万辆，基本符合华尔街官方预期，但较去年同期下降13.5%。 在品牌形象上，调查机构诺瑞克等方面的数据显示，今年第二季度美国消费者对特斯拉的认可度已降至32%。摩根大通分析师布林克曼（Ryan Brinkman）3月表示，特斯拉的品牌价值跌幅"在汽车 ...

Core Viewpoint - Tesla's true value may lie in its future product platforms, such as autonomous robotaxis and humanoid robots, rather than its current electric vehicle (EV) sales [1][10] Sales Performance - Tesla delivered 1.79 million EVs in 2024, marking a 1% decline from the previous year, which is the first annual drop since 2011 [5] - In Q1 2025, Tesla delivered 336,681 EVs, reflecting a 13% year-over-year decline [6] - For Q2 2025, Tesla delivered 384,122 EVs, also down 13% year-over-year, indicating a potential sharper annual decline in sales for 2025 compared to 2024 [6] Competitive Landscape - Tesla's sales in Europe fell by 40% in May, while the overall EV market in Europe grew by 26% [7] - Chinese EV brands have doubled their market share in Europe, presenting significant competition for Tesla [7] - Tesla's pricing strategy is challenged by competitors like BYD, which offers lower-priced models, making it difficult for Tesla to compete in key markets [8] Future Product Development - Tesla is focusing on its Cybercab robotaxi, which will operate on full self-driving software, avoiding a price war with competitors [9][10] - The goal is to have millions of Cybercabs generating revenue through passenger transport and small deliveries [10] Financial Implications - Tesla's total revenue shrank by 9% in Q1 2025, with earnings plummeting by 71% to $0.12 per share [13] - The stock is down approximately 34% from its peak, but the decline in earnings is more severe, leading to a high price-to-earnings (P/E) ratio of 173.4 [14] - Comparatively, major tech companies have an average P/E ratio of 35.4, indicating Tesla's stock may be overvalued [15] Market Outlook - If Tesla's FSD and Cybercab initiatives succeed, the current stock price may appear cheap in the long term, but regulatory hurdles remain [16] - Significant declines in stock value could occur if EV sales continue to drop or if the robotaxi business fails to gain traction [18]

在特斯拉正经历销量大幅下滑之际，媒体再度爆出猛料称，马斯克不再关心汽车，关注点转向自动驾驶出租车和人形机器人。 7月2日，据华尔街日报报道，特斯拉第二季度全球汽车销量同比下降13.5%，第一季度也下降13%，陷入最严重的销售困境之一。 新车型的匮乏加剧销量压力 ，再加上内部高层动荡，外部面临诸多挑战，特斯拉似乎已经陷入了混乱。 报道称，马斯克对此却非常淡定，今年4月对投资者表示，"我鼓励人们不要只顾眼前道路上的颠簸和坑洼，而要仰望山上那座闪闪发光的城堡。"在马斯克的眼 中，那座"山上的城堡"，就是自动驾驶出租车和人形机器人的承诺。 文章指出，"尽管特斯拉2024年约1000亿美元收入中四分之三来自汽车销售， 马斯克已告诉投资者他将重心转向自动驾驶汽车和机器人业务。 " 华尔街日报指出，投资者押注马斯克的愿景，凭借其承诺支撑了特斯拉近1万亿美元的市值。许多华尔街分析师表示，特斯拉汽车业务的估值不到每股100美 元，仅为特斯拉约300美元股价的三分之一。 新车型匮乏加剧销量压力，汽车业务深陷困境 文章表示， Cybertruck销量不佳，这是特斯拉过去五年来唯一一款新车型 。 "马斯克去年暂停了一款售价25000 ...

在特斯拉正经历销量大幅下滑之际，媒体再度爆出猛料称，马斯克不再关心汽车，关注点转向自动驾驶 出租车和人形机器人。 7月2日，据华尔街日报报道，特斯拉第二季度全球汽车销量同比下降13.5%，第一季度也下降13%，陷 入最严重的销售困境之一。新车型的匮乏加剧销量压力，再加上内部高层动荡，外部面临诸多挑战，特 斯拉似乎已经陷入了混乱。 报道称，马斯克对此却非常淡定，今年4月对投资者表示，"我鼓励人们不要只顾眼前道路上的颠簸和坑 洼，而要仰望山上那座闪闪发光的城堡。"在马斯克的眼中，那座"山上的城堡"，就是自动驾驶出租车 和人形机器人的承诺。 文章指出，"尽管特斯拉2024年约1000亿美元收入中四分之三来自汽车销售，马斯克已告诉投资者他将 重心转向自动驾驶汽车和机器人业务。" 华尔街日报指出，投资者押注马斯克的愿景，凭借其承诺支撑了特斯拉近1万亿美元的市值。许多华尔 街分析师表示，特斯拉汽车业务的估值不到每股100美元，仅为特斯拉约300美元股价的三分之一。 新车型匮乏加剧销量压力，汽车业务深陷困境 文章表示，Cybertruck销量不佳，这是特斯拉过去五年来唯一一款新车型。 "马斯克去年暂停了一款售价25000美 ...

BREAKING: Tesla says "Cybercab will run on a new platform with 5.5 miles per kWh"⚡️That’s one of the most efficient EV designs ever. HUGE, https://t.co/0MLftRs9CA ...

Core Insights - Electric vehicle (EV) stocks are projected to have significant growth, with EV sales expected to make up nearly one-third of new car sales in the U.S. by 2030, up from 3.4% in 2021 [1] Company Positioning - Tesla is well-positioned in the EV market due to its superior funding and a diverse product lineup compared to competitors [2] - The company has maintained profitability nearly every quarter for the past five years, while competitors like Lucid and Rivian remain unprofitable [5] - Tesla's market cap of $1 trillion allows it to raise substantial capital, providing a significant advantage over smaller competitors [5] Growth Opportunities - Tesla's recent launch of a robotaxi service in Austin, Texas, represents a new growth opportunity, with plans to develop Cybercabs specifically for autonomous taxi services [9] - Analysts predict that the global robotaxi market could be valued between $8 trillion to $10 trillion, with a significant portion of Tesla's market cap potentially attributed to this division [10] - The robotaxi opportunity could add $1 trillion to Tesla's market cap by the end of 2026, suggesting over 100% upside potential [11] Long-term Outlook - The full realization of the robotaxi opportunity is expected to unfold over decades, but the immediate growth potential is evident, making Tesla an attractive long-term investment [12]

Core Viewpoint - Elon Musk's criticism of President Trump's budget bill, which significantly increases the federal deficit, poses potential risks for Tesla, especially as the company faces declining electric vehicle sales and the loss of federal incentives [1][2][6]. Group 1: Financial Impact on Tesla - Tesla is expected to report a significant drop in electric vehicle deliveries, with estimates around 380,000 units for the second quarter, representing a 14% decline year-over-year, while some analysts predict a sharper drop to about 355,000 units, a 20% decrease [4][5]. - The elimination of $7,500 tax credits for EV buyers, likely to phase out in September, will adversely affect Tesla's sales, alongside the end of government support for a national EV charging network [2][4]. - For the full year, Tesla's vehicle sales are now expected to be around 1.6 million, down nearly 10% from 2024 [5]. Group 2: Regulatory and Political Environment - Musk's companies have received at least $30 billion in public support since 2010, making them highly reliant on federal assistance, particularly Tesla, which could face stricter regulations on autonomous vehicles and robotaxis [2][6]. - The political landscape is tense, with Musk's recent clashes with Trump potentially leading to increased scrutiny on Tesla from government agencies, including investigations into Tesla's Autopilot and Full Self-Driving features [8][9]. - Trump's comments suggest that Musk's loss of EV mandates could lead to further repercussions for Tesla, indicating a volatile relationship between the company and the current administration [9].