Elias Chen commented on a stock · Yesterday 16:33

Taking advantage of low prices and market dips to acquire cheap chips can benefit future generations; seeking short-term gains and quick rewards can lead to long-term poverty.

The following passage is not meant to encourage impatience, rapid growth, adding beauty to an already good situation, and eagerly pursuing higher prices and stronger performance. Instead, it is meant to inspire confidence and composure, promote a cautious and systematic approach, take gradual and phased steps, and provide support during market downturns through strategic planning.

Musk's latest interview: Robots will be cheaper than cars, with each robot costing 0.02 million dollars. The number of robots will greatly exceed that of humans. After about 6 years and 3 iterations, Tesla's robots will have a production volume of over 1 million, and the cost (labor + materials) will not exceed 0.01 million dollars. If Grok is provided to the robots, then the robots will have personality. Human-like robots represent the biggest opportunity in history.

On the other hand, Deutsche Bank has listed Tesla as a 'top pick', with a target stock price of 295 USD. Fundamentally, we believe that Tesla is not just a car company, as it is attempting to disrupt multiple industries and should be valued in a new way. Tesla has already achieved structural leadership in scale and cost in the electric vehicle field, and its global brand value far exceeds expectations. Although there has been a recent decline in car delivery volume and profit margin, we believe this is temporary. With new models and redesigns set to be launched, this situation will improve. In the long run, Tesla is emerging in the field of autonomous driving (robo-taxis) and humanoid robots (Optimus), both of which are among the clearest and most profitable applications of end-to-end artificial intelligence. In addition, the energy storage business has already experienced significant growth and a turning point in profit margins, with sales expected to exceed 13 billion USD by 2025.

In addition, Tesla sold 16,200 electric cars in China, with very strong sales performance under the zero interest policy. The annual sales volume has officially surpassed last year's! It is expected that the surpassing quantity will continue to expand in the next few weeks. The FSD's launch in China in the first half of next year will further greatly impact sales.

The EU has decided to adjust the import tariffs on Tesla vehicles manufactured in China, reducing it from the previously set 9% to less than 8%! This is a decrease from the previously proposed tariff rate of 20.8%. The tariff rates for other Chinese electric car manufacturers range from 17% to 36.3%, indicating that Tesla may benefit from more favorable tariff treatment due to receiving fewer subsidies in China.

Tesla has officially launched the Autopark feature for the Cybertruck, which appears to perform perfectly based on the initial test videos! It seems that the FSD for the Cybertruck is not far off this month! Due to the size differences between the Cybertruck and Tesla's other models, Tesla needs more time to make it compatible with FSD.

In China, Tesla surpassed the 0.1 million sales mark for the first time in the first two months of the quarter! The sales in August were 63,456 units, making it the best-performing month so far this year! The last month is often expected to be the strongest month of a quarter. The total sales in China are expected to surpass last year's this month!

Panasonic has completed the renovation of its factory in Japan to begin mass production of 4680 electric vehicle batteries. It is expected to employ approximately 400 employees for the development and production of the new batteries before March 2025. The development of the 4680 battery aims to significantly reduce battery costs and provide higher energy density. This is particularly crucial for the scale production of the Cybertruck and future affordable new vehicle models!

Donald John Trump is getting old, but he still talks nonsense without any factual basis, repeating the same old tune. It's time for him to retire and seriously consider how to deal with a whole bunch of troublesome lawsuits that he has caused by his self-righteous and reckless behavior. His attempt to use running for president as a shield to escape legal responsibilities seems to be failing. We believe in the wisdom of the American people: giving political newcomers a chance while also holding them accountable to correct the course deviation caused by such behavior.

Richard Bruce "Dick" Cheney (born January 30, 1941) is widely regarded as the most powerful Vice President in US history and a true representative of the extreme conservative faction of the Republican Party.

Elizabeth Lynne "Liz" Cheney Perry, the conscience, whip of the Republican Party, and former chair of the House Republican Conference, publicly condemns Donald John Trump for not being qualified to represent the Republican Party and harming American national interests. Despite differing political views with the Democratic Party, she believes Kamala Devi Harris is trustworthy and calls on American citizens to vote for her for the future and interests of the United States.