Tesla has raised lease prices for all its vehicles in the U.S. after a $7,500 tax credit that boosted EV sales expired, according to its website on Wednesday. ...

Fresh Europe data on August Tesla registrations wasn't pretty.Tesla (TSLA 3.94%) shares fell more than 4% last Thursday as investors digested disappointing Tesla vehicle registration data in Europe ahead of the company's third-quarter deliveries update expected in early October. The electric vehicle maker sells premium battery-electric cars and energy storage products globally, with meaningful exposure to the European market.The market's question now is simple: Does the regional weakness point to a poor qua ...

Electric vehicle giant Tesla Inc TSLA could have some good news when it comes to past months of falling demand in regions in Europe.Here's the latest.What Happened: In 2025, the company faced weaker demand in European countries, which could be due to a number of factors like pricing, the public view of Tesla CEO Elon Musk and increased competition.After months of declines in the first half of 2025, things are looking up for the Musk-led company in Europe.Registrations for vehicles were 5,500 units for the w ...

We recently published 12 Hot, Cold & Stable Stocks Jim Cramer Recently Discussed. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer recently discussed. Cramer discussed Tesla, Inc. (NASDAQ:TSLA) last week on Monday after Elon Musk bought a billion dollars of shares. The CNBC TV host concurred with the CEO’s opinion that his company is a technology firm instead of being a car manufacturer. Cramer’s remarks are important since Tesla, Inc. (NASDAQ:TSLA)’s shares fluctuate depending on its vehicle del ...

Table of Contents Tesla Plans to Redesign Door Handles That Could Trap Passengers in Cars Tesla's design chief says the company is planning to redesign interior door handles on its vehicles to combine powered and manual releases. However, the designer, Franz von Holzhausen, stopped short of addressing a National Highway Traffic Safety Administration investigation into complaints that outside handles on some Tesla vehicles lose power and can trap occupants, particularly children, inside. Holzhausen made re ...

核心观点 - 特斯拉股价因马斯克增持约10亿美元股份而获得提振 当日股价上涨6% [1][16] - 消费者数字需求显著复苏 网站访问量同比增长7% 较4月同比下降33%的低点大幅改善 [3][6] - 长期增长动力来自自动驾驶出租车（Robo Taxi）和人形机器人（Optimus）等非传统汽车业务 后者被暗示未来可能贡献公司80%的价值 [9][10][11] 消费者需求与情绪 - 电动汽车税收抵免政策月底到期产生需求前置效应 消费者抢购推动数字需求增长 [3][4] - 美国市场网站访问量呈现陡峭复苏趋势 蓝色图表线显示前瞻性消费者访问量上升 [4][5] - 品牌情绪和消费者对特斯拉的态度出现明显转变 从低点强势反弹 [2][5][6] 新兴业务发展 - Robo Taxi应用首日推出即获得巨大需求 应用下载量激增显示消费者对自动驾驶功能充满期待 [9][10] - 人形机器人Optimus目前应用于仓库和制造工厂 未来可能进入家庭场景 被多家大型企业（如亚马逊、沃尔玛）视为提升效率的关键工具 [14] - 社交媒体监测显示消费者对机器人技术既好奇又保持合理怀疑 该领域若被市场接受将成为公司重要催化剂 [13][15] 战略定位与投资逻辑 - 特斯拉正从传统汽车制造商向自动驾驶和机器人领域扩展 这两个领域预计将实现高速增长 [11][12] - 长期投资需评估公司是否仅作为汽车制造商 还是自动驾驶和机器人领域的核心参与者 [11] - 非车辆业务（AI、机器人）的客户参与度成为衡量公司价值的关键指标 [12]

This proposed package was about Tesla's long term goals, as much as it was about retaining Elon Musk. But why is it so crucial to the board's mind that it is Elon Musk that is able to get Tesla to this future. Well, thank you.And I think it is a pivotal time at Tesla and also in the world. I mean, AI and autonomous and the application of AI is transformative technologies and we believe at Tesla in big, ambitious goals. And so Elon put out the master plan for on the 1st of September a very auspicious day, I ...

Amazon.com Inc.‘s AMZN Zoox on Wednesday launched the fully autonomous ride-hailing service using purpose-built robotaxis on the Las Vegas Strip.Check out the current price of AMZN stock here. The next-generation transportation tech company announced its first serial production facility in Hayward, California, in June. The facility is capable of producing over 10,000 robotaxis annually.Free Service Available Through Mobile AppThe service offers free rides via iOS and Android apps to destinations including R ...

美国市场份额变化 - 公司8月在美国电动汽车市场份额降至38% 为2017年以来最低水平[1] - 公司市场份额从峰值时期的超过80%大幅下滑[1] - 市场份额急剧流失被视作战略警示信号而不仅是销售下滑[4] 股价表现与估值 - 公司股价较4月份年内低点上涨超过60%[2] - 过去四个月股价处于区间震荡状态[2] - 市场份额流失可能引发估值压缩 因股价已包含未来领导力和创新溢价[4] 竞争环境分析 - 传统汽车制造商和新进入者正在电动汽车领域取得进展[3] - 公司面临竞争加剧 品牌独占性减弱和潜在定价压力[3] - 投资者将市场份额下降解读为动能丧失 伴随利润率收缩和需求疲软[4] 机构观点分歧 - 摩根斯坦利维持"超配"评级 目标价410美元预示18%上涨空间[6] - 分析师认为马斯克1万亿美元里程碑薪酬计划有利于股东利益[5] - 该薪酬计划通过运营 盈利和价值创造里程碑实现少数股东利益对齐[5] - 华尔街其他分析师并不认同摩根斯坦利的看多观点[7]

薪酬方案概述 - 特斯拉提出一项针对首席执行官埃隆·马斯克的薪酬方案 潜在价值可能超过1万亿美元 若其实现新技术带来的超高增长愿景 [1] - 该方案可能为马斯克提供高达公司总股本12%的额外股份 需达到市值目标方可兑现 [2] - 方案要求特斯拉在2035年前实现至少8.5万亿美元市值 较当前约1万亿美元市值增长750% [2][3] 业绩考核机制 - 马斯克需达成12项市值里程碑 首阶段奖励在市值达2万亿美元时触发 后续每增加5000亿美元市值解锁一阶段奖励 [9] - 考核指标包括运营利润和产品目标 例如交付2000万辆特斯拉车辆 [10] - 方案要求实现100万辆机器人出租车投入商业运营及100万个AI机器人的生产目标 [5] 公司治理与股东影响 - 董事会将方案描述为"极具雄心的激励计划" 强调马斯克的独特愿景对公司处于关键转折点至关重要 [5] - 薪酬方案与股东长期利益直接挂钩 公告后股价上涨2.5% 受到投资者积极回应 [3][12] - 若全额兑现奖励 马斯克持股比例将超过25% 目前其财富估值约为4350亿美元 [6][7][10] 市场与运营背景 - 公司近期面临销售疲软和利润下滑 部分归因于新产品推出缓慢及Cybertruck销量不佳 [11][12] - 分析师预计股东将在11月6日年度会议上批准该方案 认为考核目标与股东利益高度一致 [10][11] - 公司正就2018年约558亿美元薪酬方案被特拉华州法院否决的裁决提出上诉 [4]