About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

特斯拉机器人出租车服务 - 特斯拉计划下月推出期待已久的无人驾驶出租车服务 用户可通过公司内部应用程序预订由全自动驾驶(FSD)软件驱动的无人驾驶车辆 [1] - 联邦安全监管机构NHTSA已对FSD系统启动调查 重点关注其在雨雾强光等复杂路况的表现 此前已报告4起涉及FSD(监督版)的撞车事故 [2] - 虽然公司已在奥斯汀和旧金山进行员工内部测试 但公众版本可能完全无人化 NHTSA要求特斯拉6月19日前证明其无人驾驶安全性 否则将面临每日罚款 [3] 自动驾驶战略与竞争格局 - 马斯克认为机器人出租车和自动驾驶技术可能使特斯拉价值提升五倍 但需首先解决安全问题 [4] - 竞争对手Waymo已在美国4个城市运营商业服务 每周提供超25万次付费乘车 母公司Alphabet承诺多年内投资50亿美元 [6] - 百度Apollo Go在中国多个城市部署 武汉车队超400辆 计划2025年底在瑞士启动欧洲测试 并正与PostAuto洽谈土耳其市场 [7] 财务表现与估值 - 特斯拉股价年内下跌约17% 略优于行业19%的跌幅 [10] - 公司远期市销率达10.21倍 高于行业水平及自身五年均值 价值评分为F级 [11] - 过去60天Zacks一致盈利预期持续下调 当前股票评级为强力卖出(5) [13][14]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

股价表现与市场情绪 - 特斯拉股价周一收于334.07美元，较前一交易日上涨4.93%，自第一季度财报发布后累计反弹近40% [1] - 股价从3月和4月的220美元双底形态突破，技术指标显示反转信号明确，成交量配合上涨趋势 [3][4] - RSI指标上行但未超买，MACD进入正值区域且发散扩大，显示机构资金回流 [4] 财报与业务进展 - 4月底发布的财报虽未达预期，但市场更关注公司稳定业务的措施，包括重申Robotaxi平台计划，可能于8月发布 [5][6] - 宣布2025年下半年在德州工厂生产下一代低成本车型，缓解需求担忧并强化长期销量目标 [7] - 毛利率持续受降价和竞争挤压，但投资者转向关注软件和自动驾驶进展 [5][6] 分析师观点与估值争议 - Piper Sandler重申400美元目标价，强调FSD软件可能成为变革性增长杠杆，潜在上行空间25% [2][8] - FSD beta测试结合数据优势和AI模型改进，使公司在L4/L5自动驾驶竞争中占据独特地位 [9] - 当前市盈率163.76倍，远高于传统车企，但支持者认为垂直整合和软件优势可支撑高估值 [11][12] 行业定位与长期叙事 - 特斯拉被重新定义为科技与能源平台，而非单纯车企，软件订阅模式可能显著提升毛利率 [9][10] - 自动驾驶时间表曾受质疑，但近期更新显示软件改进，强化与传统车企的差异化 [6][10] - 股价反弹使长期叙事回归，包括万亿美元市值时期的核心逻辑 [13][14]

电动汽车价格变动 - 4月电动汽车平均交易价格为59,225美元 环比增长0.2% 同比增长3.7% [4] - 特斯拉平均交易价格56,120美元 实现环比和同比增长 [3] - 价格上升部分由于激励措施占比降至11.6% 低于2024年11月峰值13.9% [5] 特斯拉市场表现 - 4月在美销售45,000辆电动汽车 创2025年单月最佳纪录 主要来自新款Model Y [2] - 公司市场份额持续下滑 因行业竞争者增加 [1] - 2024年Cybertruck销量39,965辆 排名第五 但4月销量首次跌破2,000辆 [4][7] - 库存积压约10,000辆Cybertruck 面临销售压力 [6] 行业销售数据 - 4月美国电动汽车销量环比下降6% 但2025年前四个月同比增长5.4% [2] - 2024年美国电动汽车总销量达130万辆 同比增长7.3% [7] - 福特F-150 Lightning等电动皮卡可能超越Cybertruck销量排名 [7] 外部影响因素 - 汽车关税政策导致新车成本持续攀升 [5] - 公司CEO政治立场可能对2025年品牌形象造成损害 [1] - 中国关税政策缓和可能使特斯拉成为受益者 [6] 公司股价表现 - 特斯拉股价单日上涨4.8%至333.65美元 52周区间157.40-488.54美元 [8] - 2025年年内累计下跌12.1% 但过去一年涨幅超90% [8]

Elon Musk does not follow. He builds, and others orbit.This is not about fanfare. It is about historical cycles, timing, and the alignment of power, capital, and attention. My best stock pick for 2025 is $TSLA, because no other public company sits at the center of so many converging forces, artificial intelligence, energy independence, global mobility, and social engineering. I am also betting on the eventual IPO of X, Musk's media platform, which will stoke speculative capital and narrative momentum around ...

Have you evaluated the performance of Tesla's (TSLA) international operations during the quarter that concluded in March 2025? Considering the extensive worldwide presence of this electric car maker, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has ...

Recently, I had initiated coverage for Tesla (NASDAQ: TSLA ) (TSX: TSLA:CA ) and, despite several concerns, had ended up with a Hold rating. I still hold my view that TSLA is a gamble at this point (may change in the future, II am a stock analyst with 20+ years of experience in quantitative research, financial modeling, and risk management. I specialize in equity valuation, market trends, and portfolio optimization to identify high-growth investment opportunities. As a former Vice President at Barclays, I h ...

Disrupt or be DisruptedTechnological advances are always at the heart of disruption on Wall Street, and thus, the most profitable long-term trend opportunities. However, it will mean a slow, painful death for companies who fail to adapt and evolve. Conversely, the rewards are substantial for companies that respond to market changes and debut new technologies. For instance, Blockbuster Video did little to adapt when Netflix ((NFLX) first began its mail-order DVD service (which later morphed into a streaming ...

特斯拉自动驾驶服务调查 - 美国联邦安全调查机构向特斯拉发送详细问题清单 要求说明其即将推出的robotaxi服务在低能见度条件下的运行机制 [1] - 国家公路交通安全管理局缺陷调查办公室要求特斯拉提供FSD软件详细信息 以评估该技术是否适合在公共道路使用 [2] - 调查源于2023年10月启动的专项审查 此前已报告4起低能见度条件下的FSD相关碰撞事故 [4] 特斯拉robotaxi服务进展 - 公司计划2024年6月在得州奥斯汀推出付费robotaxi服务 使用自有车队运营 [3] - 内部测试数据显示 FSD监督版已在奥斯汀和旧金山湾区完成1500次行程和1.5万英里行驶里程 [4] - 测试重点验证FSD网络 移动应用 车辆调度 任务控制及远程协助等系统模块 [4] 监管关注焦点 - 调查机构要求明确robotaxi使用的自动驾驶系统是否与现有FSD监督版相同或相似 [7] - 质询内容包括车队规模 车型选择 安全评估标准等具体运营细节 [7] - 特别关注系统在强光 雾 雨雪等复杂天气条件下的安全应对机制 [5][8] 技术发展动态 - 马斯克透露robotaxi将采用尚未发布的FSD非监督版本 [5] - 当前FSD监督版仍属高级驾驶辅助系统 要求驾驶员保持手扶方向盘状态 [4]