[trend of individual stocks]
10 July to 14 July
Last week, the S&P 500 rose 2.42%, the Nasdaq Composite Index rose 3.32% and the Dow Jones Industrial Average rose 2.29%.
Tesla’s US stocks rose 2.53% last week.Last week, the total turnover was $147.697 billion. As of last week’s close, the share price of US stocks was $281.38. The US share capital has increased by 7.49% every month, by 128.43% this year and by 60.93% in the past 52 weeks.
[Company comparison]
[Related News]
Musk: The shortage of silicon materials will become a power shortage, and the effective calculation per unit energy is the most important.
According to The Paper, on July 14th, local time, Musk predicted at the meeting of xAI Company that the next two years will experience a shortage of silicon materials, a shortage of voltage transformers, and then a shortage of electricity, and the effective calculation amount per unit energy will be the most important indicator.
Tesla toy car’s second-hand diving price was once increased to 100 thousand.
Recently, Tesla China official website officially launched the Cyberquad toy car, which sold for 11,990 yuan. Tesla China official website shows that the Cyberquad toy car is still out of stock. However, on the second-hand platform, the price of Cyberquad toy cars has been greatly reduced. Of course, this wave of domestic hype is not the most exaggerated. When Cyberquad was listed overseas, it was once hyped to 100,000 yuan, about 10 times the original price.
Musk said that Tesla’s self-developed chip would never be called GPU or H100s.
According to Interface Finance Association, Musk said at the xAI conference on July 14th local time that Tesla is developing its own chip, but it will never be called GPU, or described by 100s, H100s, etc. He also said that Dojo2 will exert its strength in the direction of the big model.
Musk: Twitter will share the advertising revenue from the page views of the profile page.
Musk wrote on Twitter that Twitter will "soon" share the advertising revenue from the page views of personal data, which will double the expenditure. Musk reminded that only the number of visits from authenticated users will be counted.
Tesla Cybertruck electric pickup truck mass production first car off the assembly line.
Tesla’s official account announced today that the first Cybertruck electric pickup truck has been rolled off the assembly line at the Texas Super Factory in the United States. Tesla had previously said that it would deliver the car to the first batch of users in the third quarter of this year. According to previous information, Tesla Cybertruck’s 0-100 km/h acceleration takes only 2.9 seconds, providing three endurance versions of 250 miles (about 402 km), 300 miles (about 483 km) and 500 miles (about 804 km). It is unclear whether Tesla will adjust the price. When Tesla released Cybertruck as early as 2019, the starting price was set at $39,900 (currently about 285,000 RMB). However, due to inflation in recent years, the price of the car is likely to be adjusted.
Tesla: The first CyberTruck has been manufactured.
Tesla official said that the first CyberTruck was manufactured in Texas Super Factory.
There will be a big price reduction on July 15th? Tesla China salesperson responded: Impossible.
According to national business daily, on July 14th, it was reported that Tesla slashed its price this Saturday (July 15th). On the morning of July 15th, a Tesla China salesperson smiled and told reporters: "There is no price reduction today." As of noon on July 15th, the reporter checked that neither Tesla, China, official website nor the official Weibo had issued a notice on price reduction. "No, (price) is not already down? There can’t be a big price reduction this Saturday. If there is a price reduction, we will definitely receive the news in advance. " On July 14th, a number of Tesla China salesmen told reporters clearly.
Musk: xAI will also cooperate with Tesla in AI software.
Musk recently said that the newly established artificial intelligence company xAI will use public tweets (data) from Twitter to train xAI’s AI model. XAI will also cooperate with Tesla in AI software. (Cailian)
Tesla began to sell Model Y produced in Shanghai factory in South Korea.
According to Sina Finance, Tesla began to sell Model Y made in Shanghai factory in South Korea on Friday, and drastically reduced the price to get more subsidies. According to the official website of Tesla Korea, the price of this rear-wheel drive model is 56.99 million won (about 44,000 US dollars). With government subsidies, the price in Seoul has dropped to about $37,000, and in some cities that provide extra incentives for electric vehicles, the price is as low as $30,000. Previously, the Model Y sold in the Korean market only had a dual-motor performance version and a long-range version. Last year, the price was about 80,000 US dollars and 62,000 US dollars respectively.
Musk: I will discuss with the xAI team tomorrow.
Musk said that he will discuss with the xAI team in Twitter Spaces at 1 pm local time tomorrow.
Musk: Tesla’s share of the US electric vehicle market reached 69% in the first half of the year.
According to the latest data of Kelly Blue Book, Tesla’s market share in the US electric vehicle market reached 68.8% in the first half of this year, ranking first, leaving other competitors far behind, and the second-ranked General Motors only occupied 6.5%. A Twitter user forwarded a chart based on data from Kelly’s Blue Book, which successfully attracted the attention of Tesla CEO Musk. He responded with this tweet: "69% market share." (Sina Finance)
Tesla’s 10,000-yuan toy car was sold in China, and the official website purchase page once appeared stuck.
According to China Economic Weekly, at 10: 00 a.m. on July 14th, the Tesla Cyberquad toy car with a price of 11,990 yuan was officially put on sale in official website, China, Tesla. Due to the large number of buyers, the purchase page was once stuck. According to Tesla’s plan, Cyberquad toy cars are suitable for children aged 8 -12. The product has two speed gears, with a top speed of 8 km/h. Support to enable parents to control the speed switch to ensure the safety of children. In this regard, some netizens said: "Tesla’s surroundings are doing well." "This car looks very scientific and cool, but it’s expensive." "The world of rich people really doesn’t understand." "The price seems to be a little lower than expected." "I joined the shopping cart, but I won’t be allowed to pay the bill." "I can’t even afford a toy car." "I can do it at this price, but can I drive it?" "The key is to buy it.
Musk said that he would not receive a share of advertising revenue: mine was paid to the creator’s pool.
Twitter announced on Thursday that it will officially launch its creator’s advertising revenue sharing plan from now on. One user commented: "Since Elon has been monetized, we are happy to see what his share is." Musk responded: "I gave my share to the creator’s payment pool." Earlier, a Twitter user shared a screenshot of Twitter congratulating him on receiving a notice of $4,266 in advertising revenue sharing. Musk commented: "You can do it, too" and encouraged other creators to actively participate in this project. (Sina Finance)
Li Bin criticized US trade protectionism: China welcomes Musk, but you don’t let me sell cars.
In an interview with foreign media on Thursday, Li Bin, founder and CEO of Weilai Automobile, called on the US government to provide China electric vehicles with equal access to the US market. He wondered why Elon Musk, CEO of Tesla, was treated with courtesy when he visited China. Why did China encounter obstacles in selling high-tech cars to American consumers? Li Bin emphasized that Weilai Automobile has an international reputation. He pointed out that in addition to listing in new york, more than three-quarters of the investors of Weilai Automobile are from outside China. "The world should be more open and stop politicizing business," he said in an interview. "The global political atmosphere is completely different from when we set up our company in November 2015, especially after the outbreak caused division and confrontation." Li Bin’s criticism of American protectionism highlights the uncertainty faced by China enterprises in accessing foreign markets. (Sina Finance)
(): Acting to sell the Model S children’s electric car launched in cooperation with Tesla.
Wanlima said on the interactive platform that Radio Flyer is a brand operated by Guangzhou Chaoqi Information Technology Co., Ltd., a holding subsidiary of the company, in Chinese mainland, and its operation channels include Tmall flagship store and JD.COM flagship store. At present, the products sold by agents include the Model S children’s electric car jointly launched by Radio Flyer and Tesla.
Musk said that China intends to set up an international cooperation framework for artificial intelligence supervision. Can China confirm this? Ministry of Foreign Affairs responded
According to the World Wide Web, at the regular press conference of the Ministry of Foreign Affairs of China held on the 13th, a reporter asked that Tesla CEO Musk said that China intends to set up an international cooperation framework for artificial intelligence supervision. Can China confirm and introduce the situation? "I don’t understand what you said. China attaches importance to the development and governance of artificial intelligence, advocates adhering to the principle of people-oriented, intelligent and good, regulates the development of artificial intelligence, and always participates in global cooperation with a highly responsible attitude." Wang Wenbin, spokesman of the Ministry of Foreign Affairs of China, said that China is willing to strengthen communication and exchanges with the international community on artificial intelligence security governance, promote the establishment of an international mechanism with universal participation, and form a governance framework and standards with broad consensus.
() Response to "Tesla Robot Order": Related products are in the sample sending and testing stage.
Some investors asked: "Did Dingzhi Technology, a subsidiary of the company, get an order for Tesla robots?" Jiangsu Raleigh said on the interactive platform on July 13th that the related products are in the sample sending and testing stage, and if there is any new progress, it will be disclosed in time.
It is reported that Tesla is negotiating to build a factory in India to produce electric vehicles with a price below $25,000.
According to people familiar with the matter, Tesla has begun to discuss an investment proposal with the Indian government to build an automobile factory in the country with an annual production capacity of up to 500,000 vehicles, and the price of electric vehicles produced will start from 2 million rupees (about 24,400 US dollars). After meeting with Indian Prime Minister Modi last month, Musk said that Tesla would try to enter India "as soon as possible" and that he planned to visit India next year. (Sina Finance)
Tesla Cyberquad toy car is priced at 11,990 yuan, with a top speed of 8 kilometers per hour and a full battery of 13 kilometers.
On July 13th, Tesla China official website officially announced the price of Cyberquad toy car-11,990 yuan. At 10am on July 14th, the product will be officially launched in Tesla China official website Online Store and Tmall/JD.COM Tesla official flagship store. According to the design, the Cyberquad toy car is suitable for children aged 8 -12, with a maximum load of 50 kg. It is equipped with a 21.6V Flight Speed lithium-ion battery, which has excellent performance in battery life and charging rate, and can travel 13 kilometers when fully charged. Cyberquad toy car has two speed gears, the top speed is 8km/h, it has the functions of single-speed reversing and gradient descent, and the variable-speed finger shifting can better control the speed. (shanghai securities news)
(): The company’s products have not been used in Tesla children’s cars yet.
Sanlian Forging said on the interactive platform that the company’s products have not yet been used in Tesla children’s cars.
Tesla’s Shanghai factory rolled off the production line for the first millionth new Model Y car, claiming to be "breaking the record again".
A few days ago, a number of car bloggers announced that the 1 millionth Model Y in Tesla Giga Shanghai rolled off the assembly line. After verifying with the official staff of Tesla, it has been confirmed that the news is true. (IT house)
"Sister Mutou" continued to lighten up Tesla and sold more than 20,000 shares.
Cathy Wood’s Ark Investment Management Company sold 20,874 Tesla shares on Wednesday, valued at about $5.7 million at the closing price. This is the tenth time that Wood’s fund has reduced its holdings of Tesla shares since June. After Tesla’s share price fell sharply last year, Wood’s fund has been buying shares of the company on dips since the end of last year, but recently, as Tesla’s share price continued to rise, Wood’s fund began to lighten its positions on rallies. Tesla shares rose 0.82% on Wednesday to close at $271.99. (Sina Finance)
Musk’s X.AI artificial intelligence company launched the official website.
Musk’s X.AI artificial intelligence company launched the official website.
Tesla: After December 31st, Model 3′ s federal tax credit may be reduced.
Tesla: After December 31st, the federal tax credit of Model 3 may be reduced.
The team led by Musk announced the establishment of the artificial intelligence company xAI.
On Wednesday (July 12th) local time, Musk announced on social media that the team he led formally established xAI. XAI said that the company’s goal is to understand the true nature of the universe. Although it is an independent entity, it will have close cooperation with "X Company" (Twitter), Tesla and other companies. Greg Yang, one of the co-founders of xAI, said that the company will deeply study the "deep learning mathematics" in artificial intelligence (AI), explore the "The Theory of Everything" of AI, and then push the whole AI technology to a new height. According to media analysis, given that xAI’s team members have participated in projects such as AlphaCode, GPT-3.5 and GPT-4, Musk’s positioning for the company seems to be aimed at OpenAI, Google and Anthropic.
Tesla plans to enter the British energy market and launch "retail power products"
The interface quoted Bloomberg news on July 12, and Tesla is hiring a person in charge for its new retail power business to enter the British energy market. The company plans to launch a "retail power product" in the UK as part of Tesla Electric, which currently sells electricity to consumers in specific markets such as Texas. According to the job advertisement on the company’s website, the company plans to register with the British industry regulator as a home power supplier.
(): Tesla and () are both strategic customers of the company.
Huachangda said on the interactive platform on July 12 that Tesla and BYD are both strategic customers of the company. At present, the new energy powertrain business manufactured by new energy and pure electric drive systems has been laid out, which can provide customers with intelligent automatic flexible assembly test production lines needed for parts manufacturing. At the same time, the company’s original PACK line, robot application, AGV and automatic three-dimensional library system are also suitable for the new energy industry.
Tesla settled the class action lawsuit for more than $6 million.
According to Sina Technology, Tesla agreed to pay more than $6 million to settle a class action lawsuit initiated by Solar Roof customers. In 2021, the customer has agreed to let Tesla install the solar system Solar Roof, but the price of Solar Roof suddenly increased, causing customer dissatisfaction.
The mandatory adoption of Tesla charging standards was boycotted, and Texas, USA, was reported to postpone the vote on the electric vehicle charging fund.
According to Reuters’s report on July 11th, people familiar with the matter said that because some charging companies objected to Texas’ plan to incorporate Tesla technology into charging stations, Texas once again postponed the vote on funding the construction of electric vehicle charging stations until August 16th. A spokesman for the Texas Department of Transportation confirmed that the issue had been removed from the agency’s July agenda "according to the judges’ judgment", but said that the agenda for the August meeting had not been finalized. (Interface News)
(): The subsidiary provides customers with products assembled in Tesla children’s cars.
Shandong Weida said on the interactive platform that the battery pack and controller products provided by Shanghai Baicheng Electric Appliance Co., Ltd., a wholly-owned subsidiary of the company, are assembled in Tesla’s children’s car to provide power support. The income from this business accounts for a small proportion of the income of listed companies. There is no direct cooperation between the company and Tesla.
Musk will discuss artificial intelligence with US Congressmen.
According to Bloomberg, Musk will discuss artificial intelligence with Republican Congressman Mike Gallagher and Democratic Congressman Ro Khanna on Twitter Spaces on July 12, local time. Connor said that this dialogue will last for about 45 minutes. (Interface News)
Ark: Tesla is expected to monopolize more than 80% of the revenue in the auto-driving network car market.
According to a recent analysis by Ark Investment Management Company, Tesla’s potential platform fee income in the field of autonomous driving network car rental may be much higher than previous estimates. Ark analyst Tasha Gini said that Tesla’s platform fees may account for 80-90% of the total car revenue of the autonomous driving network, exceeding the previous estimate of 60%, which is a shocking figure. She wrote: "Automatic taxi operators should be able to reduce the implementation cost, and importantly, reduce the cost of finding a good driver." This is similar to Zillow eliminating search costs, Airbnb ensuring fair transaction costs, or Amazon eliminating distribution costs. By using its autonomous driving technology and compensating the owner at a competitive price, Tesla can charge passengers about $2 or more per mile. Gini said that this pricing model imitates the current car-calling company and also enables Tesla to get the largest share of revenue.
Tesla "pure electric off-road toy car" will be listed in China.
According to Tesla’s official micro news on the 11th, it will soon be listed as "pure electric off-road motorcycle" in China market. This car is mainly designed for children and looks like ATV. Its full name is Cyberquad For Kids.
Model 2 is coming? Chuantesla has completed the design of affordable electric vehicles.
According to foreign media reports, the governor of Nuevo Leó n, Mexico, revealed that Tesla has completed the design of the next generation of electric vehicles for the mass market. This car is tentatively named Model 2 and will become the "best" and "most economical" electric vehicle in the world. (China Economic Net)
(): Lemai Technology has contact with Tesla through its customers, and has not yet sent Tesla samples.
Huawu shares said on the interactive platform that the main business of Shenzhen Lemai Technology Co., Ltd., a subsidiary of the company, is the research and development, manufacturing and sales of carbon fiber and carbon ceramic composite brake systems, which are mainly sold to racing cars and high-end modified cars. It is understood that Lemai Technology has relevant contact with Tesla through its customers, and Tesla has not been sent yet.
CITIC Securities: If Tesla FSD officially enters China, it is expected to accelerate the intelligent process of electric vehicles in China.
Citic Securities Research Report pointed out that we believe that after three years of testing, Tesla FSD has built solid barriers in algorithms, data, hardware and other aspects. Although it is still an L2+ product, it may have L3 capability initially, and the overall user evaluation is good. In North America, we judge that FSD has come to the eve of official landing, and it is expected that the next generation V12 version will officially remove Beta and penetrate into a wider range of consumers. Outside North China, Tesla is also actively promoting the landing process of FSD, and the trend of entering China is becoming more and more clear, which is expected to accelerate the intelligent process of car companies as a whole.
Big bear Chanos: Tesla’s autonomous driving technology may be worthless in the used car market.
Big bear Jim Chanos said that the value of Tesla’s fully automatic driving technology in the car resale market may be close to zero. In response to a technology commentator, Chanos tweeted: "At present, in the retail market, the value of Tesla’s" Fully Automated Driving "(FSD) kit may be close to zero." He added: "Remember, Musk once said that owning the FSD kit will increase the value of your Tesla car several times the cost of the FSD kit itself. But at the time of repurchase, it was hardly given any value. In fact, as time goes by, it depreciates faster than the vehicle itself. "
The world’s largest pension fund made its first profit in the fifth quarter. Q1 increased its holdings of Apple, NVIDIA and Tesla.
The Japanese Government Annuity Investment Fund (GPIF), the world’s largest pension fund, recently announced its investment operation from January to March 2023: the return on investment in the current quarter was 5.41%, which was equivalent to a profit of 10.28 trillion yen (book) after conversion, which was the first profit in the fifth quarter. By the end of March 2023, the number of Apple stocks held by GPIF increased by 3.8% year-on-year, and the market value of the stocks held by GPIF increased by 7.5% year-on-year, ranking first among the overseas companies’ stocks held by GPIF. The number of NVIDIA shares held increased by 6.2% to 16.71 million shares, and the market value increased by 18.5% to 617.7 billion yen; The number of Tesla shares held soared by 229.7% to 16.62 million shares, but the market value of the shares held shrank by 30.5% to 458.9 billion yen. (Cailian)
Malaysian Prime Minister will hold online talks with Musk this week to discuss further investment in Malaysia.
Bloomberg news on July 10th, Malaysian Minister of Trade and Industry Tengku Zavru delivered a speech at the 2023 International Electric Auto Show (IEMS) in Kuala Lumpur, confirming that Malaysian Prime Minister Anwar will hold online talks with Tesla CEO Musk before this weekend. (Interface News)
Tesla will launch its sales business in Malaysia on July 20th.
The Malaysian Minister of Trade said that Tesla will launch its sales business in Malaysia on July 20th.
[US stock rating]
On July 12th, Citigroup gave Tesla a neutral rating with a target price of $278.00.
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