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$Tesla (TSLA.US)$
Shareholders' Meeting Summary:
It can be seen that Tesla maintains an absolute advantage in terms of sales, technology, supply chain, and capital expansion.
Sales volume: Tesla had the highest sales volume last year, and future market demand for electric vehicles will be more than 11 times the current production
Technology: FSD autonomous driving is quite mature. Additionally, there is Optimus, which can be understood as Tesla GPT; it has also recently collaborated with Samsung, and it seems that there will be new moves in AI.
Supply chain & capital expansion: Tesla is preparing to expand its Shanghai gigafactory, plans to build a factory in France, and started a lithium battery plant in Texas a week ago
Two new cars to be released were also mentioned at the press conference, a pickup truck will be delivered at the end of the year, and Musk will not step down as CEO
My personal opinion: With the last rate hike over and inflation falling 10 times in a row, Tesla has already gone through the most difficult period, and every step in the future is upward. “A gentleman hides his possessions and waits for time to move”. The T car is already lying in the woods like a tiger, like a dragon diving into the abyss. Let time confirm everything behind it![]()
Shareholders' Meeting Summary:
It can be seen that Tesla maintains an absolute advantage in terms of sales, technology, supply chain, and capital expansion.
Sales volume: Tesla had the highest sales volume last year, and future market demand for electric vehicles will be more than 11 times the current production
Technology: FSD autonomous driving is quite mature. Additionally, there is Optimus, which can be understood as Tesla GPT; it has also recently collaborated with Samsung, and it seems that there will be new moves in AI.
Supply chain & capital expansion: Tesla is preparing to expand its Shanghai gigafactory, plans to build a factory in France, and started a lithium battery plant in Texas a week ago
Two new cars to be released were also mentioned at the press conference, a pickup truck will be delivered at the end of the year, and Musk will not step down as CEO
My personal opinion: With the last rate hike over and inflation falling 10 times in a row, Tesla has already gone through the most difficult period, and every step in the future is upward. “A gentleman hides his possessions and waits for time to move”. The T car is already lying in the woods like a tiger, like a dragon diving into the abyss. Let time confirm everything behind it
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