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宏观 / 市场Tesla / 特斯拉
来源见正文约 1 分钟

Re @rb89rb The stock is up 79% in the last 90 days. Post earnings sell offs are pretty normal for $TSLA. I wouldn’t get caught up in the short term.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

Re This means Tesla owners who bought years ago (or recently) will be able to buy a new Tesla and have FSD without having to pay for FSD again.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Optimus / 机器人Tesla / 特斯拉
来源见正文约 1 分钟

Elon on how many Tesla Bots Tesla has working: I think around 10; There are no off the shelf actuators that work well for a humanoid robot; We actually had to design our own actuators.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

BREAKING: Elon Musk says @Tesla will allow FSD to be transferable, but only in Q3.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla: We have seen a reduction in pricing across the board for all commodities, such as nickel, cobalt and graphite.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla: We continue to grow autobidder contracts in wholesale markets; In the UK our project performed best in the industry in Q2. Autobidder does have software margins, but is a small contributor to revenue. https://twitter.com/i/web/status/1681783223607607297

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

NEWS: Tesla will expand Tesla Electric to all Tesla owners in Texas later this year (it's currently only available to Model 3 owners).

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla on 4680 progress: Giga Texas cell production increased 80% in Q2 over Q1, and the team surpassed 10 million production cells produced. 25% reduction in cell COGS. The "Cybercell" brings energy density and cost improvements.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

BREAKING: Elon Musk says Tesla is in early discussions with a major automaker to license Tesla's Full Self driving technology to them.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Elon Musk says Tesla will see a slight production output decrease in Q3 vs Q2 due to a lot of factory upgrades, but still targeting 1.8M deliveries this year. https://twitter.com/i/web/status/1681779560226881540

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

For those who wonder about Model 3 battery degradation 👇

For those who wonder about Model 3 battery degradation 👇配图

BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over…

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BestInTESLA: @GranTorinoNY @SawyerMerritt @DillonLoomis22 @theevking @ray4tesla @Teslarati @Tesmanian_com My model 3 from 2019 has gone just over 100,000 miles or 160,000 km.
Battery still at 95% only 5% degradation 👌 Run as good as when I bought it 💪

Battery health https://t.co/xwlncyJYL8

via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

This is another major demand lever to pull. Great news for existing owners.

This is another major demand lever to pull. Great news for existing owners.配图

Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN via Twitter @Ray

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Dirty Tesla: WE WON EVERYBODY! 1 TIME FSD TRANSFER! Thank you everyone for never giving up 🔥 🔥 🔥 https://t.co/7ExWYDp2DN

via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

Re Replies overwhelmingly point to Ford as the FSD candidate. What’s the rationale behind it?

via Twitter @Ray

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via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

Which major automaker do you think it is that Elon referred to in discussion with Tesla regarding to licensing FSD?

via Twitter @Ray

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via Twitter @Ray

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

Elon - We will allow one time only FSD transfer for orders placed in Q3

submitted by /u/RealPokePOP [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)

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submitted by /u/RealPokePOP
[link][comments]

via r/TeslaMotors - The original and largest Tesla community! (author: /u/RealPokePOP)

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FSD / RobotaxiTesla / 特斯拉
来源见正文约 1 分钟

FSD TRANSFER one time only this quarter! Q3

submitted by /u/highguy604 [link][comments] via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)

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submitted by /u/highguy604
[link][comments]

via r/TeslaMotors - The original and largest Tesla community! (author: /u/highguy604)

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Tesla / 特斯拉
来源见正文约 1 分钟

Q2 Shareholder Update → http://ir.tesla.com

Q2 Shareholder Update → http://ir.tesla.com配图

— Highlights In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Frem…

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—

Highlights

In Q2, we produced a record number of vehicles, thanks to ongoing ramps of our new factories & strong performance of Shanghai & Fremont!

Cybertruck equipment installation at Giga Texas is in progress, with… https://twitter.com/i/web/status/1681761075753017345 https://t.co/AueMBjxHDj

via Twitter @Tesla

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能源 / 电池Tesla / 特斯拉
来源见正文约 1 分钟

Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr

Tesla opened an average of 3.5 new Supercharger sites globally per day in Q2. https://t.co/DZjSWybSlr配图

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.

Tesla Energy gross margin was 18.4% in Q2, up 67% vs Q1 2023.配图

@teslaenergy is still being slept on. https://t.co/81PX6admm8 via Twitter @Sawyer Merritt

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@teslaenergy is still being slept on. https://t.co/81PX6admm8

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy

Tesla opened 68 new stores/service centers globally in Q2, up 29% YoY. https://t.co/4slq9JJpNy配图

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Re Twitter version: https://twitter.com/Tesla/status/1681684690980290560?s=20

Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM via Twitter @Sawyer Merritt

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Tesla: Q2 2023 Earnings Call https://twitter.com/i/broadcasts/1DXxyvvagknKM

via Twitter @Sawyer Merritt

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宏观 / 市场Tesla / 特斯拉
来源见正文约 1 分钟

Tesla's Q2 earnings call starts in 30 minutes. Link: https://www.youtube.com/watch?v=eUEojntzzAk

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla now has a record $23.1 billion of cash on hand.

via Twitter @Sawyer Merritt

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via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla profits climb despite price cuts - CNN Business https://stocks.apple.com/AhwhFIVc6S5qNjgS4LAAjIw

via Twitter @Ray

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Tesla / 特斯拉
来源见正文约 1 分钟

Re Revenue from Tesla's core automotive business rose 46% year-over-year to $21.27 billion, about a 6.5% increase sequentially. Its energy generation and storage revenue -- from solar installations, and backup batteries — rose 74% year-over-year to $1.51 billion. With more vehicles… https://twitter.com/i/web/status/1681763411015901184

via Twitter @Ray

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宏观 / 市场Tesla / 特斯拉
来源见正文约 1 分钟

BREAKING: Tesla reported solid Q2 earnings:

Revenue: $24.93 billion. That may not compare with the $24.47 billion expected by Refinitiv. Earnings: 91 cents per share adjusted. That may not…

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Revenue: $24.93 billion. That may not compare with the $24.47 billion expected by Refinitiv.
Earnings: 91 cents per share adjusted. That may not compare with the 82 cents per share expected by Refinitiv.

Net income (GAAP) was $2.70… https://twitter.com/i/web/status/1681762931871195136

via Twitter @Ray

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Tesla / 特斯拉
来源见正文约 1 分钟

$TSLA 18.2% gross margin. I expected 11% - 16%. I am blown away with their financial performance including their $0.91 EPS. Just WOW!!!!!!!!!

via Twitter @Big Tesla

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via Twitter @Big Tesla

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宏观 / 市场Tesla / 特斯拉
来源见正文约 1 分钟

Tesla earnings conclusion: Tesla's business is in great shape, energy is absolutely killing it, and first Cybertruck deliveries are confirmed to finally be just around the corner.

Tesla earnings conclusion: Tesla's business is in great shape, energy is absolutely killing it, and first Cybertruck deliveries are confirmed to finally be just around the corner.配图

Solid report. https://t.co/iG7uk9h4ms via Twitter @Sawyer Merritt

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Solid report. https://t.co/iG7uk9h4ms

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla has released some awesome new Cybertruck photos, as well as a look into the truck's pilot production line at Giga Texas building release candidate units. https://t.co/IgyZ6eemcW

Tesla has released some awesome new Cybertruck photos, as well as a look into the truck's pilot production line at Giga Texas building release candidate units. https://t.co/IgyZ6eemcW配图

via Twitter @Sawyer Merritt

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Tesla / 特斯拉
来源见正文约 1 分钟

Tesla: "We are now testing Cybertruck vehicles around the world for final certification and validation. This might be the most unique vehicle product in decades; with that comes trialing and testing new technologies. As far as we know, Cybertruck will be the first sub-19 ft.… https://twitter.com/i/web/status/1681758251359121409 https://t.co/bXcTmH9J9Y

Tesla: "We are now testing Cybertruck vehicles around the world for final certification and validation. This might be the most unique vehicle product in decades; with that comes trialing and testing new technologies. As far as we know, Cybertruck will be the first sub-19 ft.… https://twitter.com/i/web/status/1681758251359121409 https://t.co/bXcTmH9J9Y配图

via Twitter @Sawyer Merritt

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