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For tesla with a PE ratio of 90 times, next week is crucial, but key executives suddenly resign.
Tesla's stock price trend will depend on Elon Musk's performance on Robotaxi Day on October 10th. Investors are focusing on whether Tesla can solidify its positioning as an "AI company" through Robotaxi, and also paying attention to whether Tesla will launch a more affordable new car model, Model 2, at this event.
Is tesla's computing power level equal to the sum of domestic car companies? "Transformation" AI company, computing power, algorithms will become the future decisive high ground.
①In addition to xpeng, which is willing to "rename", nio inc, a new force in the autos industry, and representatives of traditional car companies like Chery are all focusing on asia vets. ②Zhang Yongwei, Vice Chairman and Secretary General of China Electric Vehicle One Hundred People's Association, pointed out that after entering the AI era, the most lacking infrastructure in the autos industry is intelligent computing, not production capacity.
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Is Tesla's largest battery project? Four new versions of the 4680 battery are planned to be launched in 2026, including a special Robotaxi version.
The media reported that Tesla plans to mass produce a new generation of 4680 batteries using dry electrode coating technology in the second quarter of next year. Among the four dry cathode 4680D versions to be launched in 2026, Musk intends to unveil the battery dedicated to Robotaxi when he announces the Robotaxi next week. The other two batteries are Tesla's first use of silicon-carbon material in the anode, one of which is for performance-oriented vehicles like the new generation Roadster, while the other is for the Cybertruck and a sedan.
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