To The Moon

前幾天剛和朱曉彤聊完的Matthew Donegan-Ryan又分享了自己在$特斯拉(TSLA)$ 投資者日的另一項見聞，這次的話題是關於Semi卡車的。關於FSD：-Semi擁有所有必要的 FSD 硬件，但所需的軟件部分尚未完成。-目前在Semi上已經啓用的，是基於視覺的定速巡航和部分主動安全功能。-當被問到是否已經啓動了Autosteer，得到的回答是“對其他 AP/FSD 功能無可奉告”。-Semi不需要在後面的拖車上安裝移動攝像頭。所有FSD功能都將基於本體上的攝像頭髮揮作用，這讓我很好奇Semi怎麼觀測後方來車。關於三電：-特斯拉官網目前表示所有3個電機都將安裝在後軸上，這已經不準確了。Semi的在每個軸上都安裝了一個電機，兩個後軸上有用於加速/爬坡的“扭矩”電機，前軸上有一個“巡航”電機。-這個佈局類似於特斯拉平時強調經濟性的雙電機車型，而非Plaid式的後軸雙電機性能方案。-Semi的髮夾電機採用激光焊接，功率增加 30%。-Semi只有1個充電端口，之前有傳聞說特斯拉可能會考慮安裝兩個充電口，這樣可以在必要時增加更高的充電功率，但最終被取消應該是成本的問題。-Semi的續航可以保證從Giga Austin滿載不間斷地行駛到Giga Monterrey。來源：常巖-CY

Yang Delong, chief economist of Qianhai Kaiyuan Fund,At the end of February every year, what everyone looks forward to the most is Buffett's letter to shareholders. In the letter, Buffett will elaborate on his investment gains and losses in the past year and his investment experience in the past few decades, with frequent golden sentences.Buffett’s letter to shareholders published this year is rich in content, including some of his investment gains and losses in the past 58 years.1. Investing in stock is to be a good shareholder of the companyFor example, he said that neither Charlie Munger nor I choose stocks but companies, because short-term market trends are unpredictable. Stocks, thus gaining compound interest growth.The data shows that the

"Buy the rumor🗣🗣, sell the news📰” is a trading strategy that can be used by traders eyeing short-term profits. ✅ In this strategy, traders buy a security based on speculation about an upcoming 📰 event & sell the security when that 📰 is announced. ❌ Disadvantages of the strategy include lack of accuracy & potential loss of opportunity on decisions not made quickly enough💸💸💸 ➡️ A common example of “Buy the 🗣🗣, sell the 🗞🗞🗞” in the stock market is trading based on the expectation of a company's quarterly earnings report. Perhaps there's a rumor that a company is expected to provide more revenue to shareholders than previously thought. In that case, traders will buy the stock quickly to take advantage of increased dividends or stock prices. Once the company has its earnings call or mak

Rolls-Royce shares soar 23% after annual results beat expectations. Once the headline came out, people who can afford or cannot afford Rolls-Royce were shocked. In fact, Rolls-Royce's main business is aero-engines, now Rolls-Royce's car trademark already belongs to $Bayerische Motoren Werke AG(BMWYY)$. The jewel in the crown of the industry: the engine that saved BritainIn 1906, two engineers set up a company in Manchester, England, with the aim of building automobiles.Later, in response to national demand, the company became involved in the aero-engine business, producing the Eagle engine that was used extensively in World War I Allied aircraft.By the end of the 1920s, aero engines had become the company's main business, and Hurricane and S

A friend asked me what I thought Tesla's investor day announcement would do to the stock price. My view is that there is no bearish reason for the investor day and no bullish reason for the market.Musk has set his imagination and expectations high before this event, so it is not too much to be bullish before the event, or even to give a higher opening for the day. The big question is what happens after the higher opening?A Tesla investor meeting is scheduled for March 1, with a few highlights:Delivery: Tesla sales are forecast to increase 15-fold to 20 million vehicles by 2030Model 2: Whether production of the $25,000 small sedan will be announcedThe new master plan: How to scale up production and further strengthen the vertical integration model to control all aspects of manufacturin