News archive

Original version label: 2026.38.3.1
Samples involved this time: 3 vehicles installed, accounting for 0%; 58 vehicles pending installation.
This is sample data from TeslaFi-participating vehicles and does not represent the global Tesla fleet, official rollout proportions, or release timing.

First observed this change: 2026-10-08 03:50 UTC

Summary:
According to Benzinga, Waymo borrows 5 billion USD for its global Robotaxi business expansion.

Content Summary:

• Waymo is borrowing 5 billion USD for global Robotaxi expansion.

📊 Ticker: TSLA

Summary:
The FCC approved an upgrade to Starlink Mobile, and previewed that another D2D (direct-to-device satellite) push will be introduced.

Content summary:

• SpaceNews reports that after approving the Starlink Mobile upgrade, the FCC previewed that another D2D push will be introduced.

📊 Tickers: SPCX / SpaceX

🔴 [Regulatory Filing] Tesla Cybercab's entire door skin falls off after collision in Philadelphia

Summary:
Electrek reports that a gold Tesla Cybercab was involved in a collision this week on Broad Street in Philadelphia, and the outer skin of the driver's-side door fell off entirely; the report also notes that Tesla does not hold a Pennsylvania permit to operate highly automated vehicles, and it remains unclear who was at fault and whether the vehicle was being driven by Tesla software.

Content Summary:

• Reddit user ryephila posted photos showing a gold Cybercab parked on South Broad Street in Philadelphia, about one mile south of City Hall, with the left door skin completely missing, exposing the door's inner frame, window regulator, and wiring harness; the poster said they did not witness the collision and only said it looked like a low-speed accident tore off the left door panel.
• The photos show the glass intact and no bending visible in the underlying structure, with other damage relatively minor: wrinkles in the trim below the door and scratches on the rear fender; in the second photo, a dark-colored sedan is parked behind it, but the report says it cannot be confirmed whether that car was involved, and there is no information on injuries.
• The report says Tesla does not paint the Cybercab, and its body panels are made of mixed-color injection-molded plastic; Tesla engineering head Lars Moravy and design head Franz von Holzhausen told Sandy Munro last year that the colored skin connects to a plastic backing panel, and the entire panel is secured by fasteners accessible from the inside.
• Pennsylvania requires operators of highly automated vehicles (SAE Level 3 and above) to obtain a PennDOT compliance certificate, and the report says the list of PennDOT certificate holders has seven names, with Waymo included and approved to operate in Philadelphia with a safety driver, while Tesla is not on the list.
• The report says the gold Cybercab has been appearing around Philadelphia since mid-September, and The Philadelphia Inquirer previously reported that several were photographed at a Tesla store in Devon, with Tesla not explaining their purpose; based on this, the report says the vehicle on Broad Street was most likely being driven manually or operating with Level 2 driver assistance, with a human in the car responsible.
• The report mentions that Tesla has been putting Cybertruck steering wheels into test Cybercabs for this kind of work, but the photos cannot determine whether this vehicle had a steering wheel; the report also says that under NHTSA's standing general order, crashes involving automated driving systems must be reported even if they cause only property damage above the threshold, while Level 2 crashes are reported only when they involve death, hospitalization, airbag deployment, or hitting a pedestrian or cyclist.

📊 Ticker: TSLA
🧭 Market Stance: Neutral

🟢 [Media report] US Treasury Secretary Bessent says economic situation is strong, calls on the Fed to keep an open mind

Summary:
US Treasury Secretary Bessent said the economic situation is strong, and said the Fed should keep an open mind.

Content summary:

• US Treasury Secretary Bessent said the economic situation is strong.
• Bessent said the Fed should keep an open mind.

📊 Target: Macro

🔴 [Official X update] Starlink announces Starlink Mobile launches in Bangladesh

Summary:
The official Starlink X account announced that Starlink Mobile has launched in Bangladesh in partnership with banglalink.

Content summary:

• Starlink says millions of users can now send messages, share their location, and stay connected in cellular dead zones through the app on compatible phones.

📊 Ticker: SPCX / SpaceX

Summary

财联社10月8日发布隔夜全球要闻汇总，涵盖美联储9月会议纪要、伊朗与霍尔木兹海峡表态、中东多起袭击事件、多款AI模型与芯片进展，以及美股、欧股、原油、黄金收盘数据。

Key points

• 美联储会议纪要显示，9月会议上升息获一致支持，多数与会者倾向年内再加一次。
• 伊朗方面称将很快封锁霍尔木兹海峡的“非法”通道，并重申在要求得到满足之前该海峡将继续关闭；一名伊朗高级官员称，美国承认伊朗拥有浓缩铀权利是伊朗的“红线”，伊方绝不会让步。
• 国际能源署7日声明称，成员国政府同意加快落实今年3月宣布的石油储备释放计划；若此前承诺但尚未释放的储备全部投放，预计还可释放约1亿桶石油。
• OpenAI面向全球所有ChatGPT免费及付费用户全面上线GPT-6，取代GPT-5.6 SOL与GPT-5.6 LUNA；Anthropic发布Claude Haiku 5.5，定价较Haiku 4.5大幅降低。
• 博通正为其与OpenAI合作开发的定制AI芯片项目安排超过500亿美元融资，阿波罗全球管理和黑石集团是洽谈参与的贷款机构之一；海力士旗下Solidigm已为明年美国IPO选定高盛与摩根士丹利为牵头投行，预计募资约100亿美元，最快2027年挂牌。
• 美国9月纽约联储1年通胀预期报3.9%，为2023年5月以来最高；世界黄金协会报告称全球黄金ETF 9月吸引100亿美元，第三季度流入量达创纪录的310亿美元。
• 美股三大指数集体收跌：道指跌0.66%，纳指跌0.22%，标普500跌0.22%；欧股主要指数普跌。WTI原油结算价88.28美元/桶跌1.30%，布伦特原油结算价100.20美元/桶跌0.38%；COMEX黄金跌1.2%报4136.7美元/盎司。

📊 标的：宏观

Summary

特斯拉 AI 团队成员 Kalena Brown 回复车主称，FSD 用户无需取消订阅即可获得万圣节模式，该功能即将进入 FSD 分支。

Key points

• 一名车主在 X 上发帖称将取消 FSD 订阅以提前获得万圣节更新，特斯拉 AI 团队 FSD 分支成员 Kalena Brown 直接回复确认“无需”这样做，因为很快会推送。
• 万圣节模式已随软件更新 2026.38.3 在主分支开始推送；特斯拉刚开始推送的 FSD v14.3.11（更新 2026.33.5）不包含该节日功能。
• Brown 未公布发布时间，文章称预计万圣节模式将在接下来几周内到达 FSD 分支。
• 作为时间参考，特斯拉今年夏季更新于 7 月底开始推送，花了近一个月才合并到 FSD 分支并推送到最新 FSD 版本的车辆。
• 万圣节模式包含：车辆头像变为发光床单幽灵、全屏驻车可视化加入墓地/鬼屋/泥中僵尸手/南瓜灯、行驶时其他车辆发绿光、行人变为骷髅、FSD 路径变紫色；“Trick or Treat”在有人靠近驻车时播放恐怖音效并闪烁车灯，但开启时会禁用哨兵模式；还有主题定制贴膜、万圣节锁车音、猫头鹰鸣叫转向灯、新“Fright Show”灯光秀、Photobooth 效果、恐怖新 Boombox 语音等。

📊 标的：TSLA

🔴 [Media Report] Tesla Halloween Mode Update Full Analysis: Ghost Car, Trick or Treat Mode, and Four Themed Wraps

Summary:
The professional media outlet Not a Tesla App has broken down all the features of Tesla's Halloween Mode, which is released with software update 2026.38.3 and includes content such as the ghost car avatar, graveyard parking scene, Trick or Treat mode, four themed wraps, new lock sound, owl turn signal, and spooky light show.

Content Summary:

• Halloween Mode is released with software update 2026.38.3, is located in the Toybox menu, can be enabled year-round, and includes two toggles: Ghost Costume and Trick or Treat; when enabled, the screen plays a short animation with a full moon and Halloween title, and the interior ambient lighting turns orange.
• Ghost Costume, while parked, overlays the vehicle avatar with a white bedsheet with eye holes, and the background switches to a graveyard scene including a haunted house, full moon, dead trees, jack-o'-lanterns, and zombie hands reaching out of the dirt; Cybertruck has its own separate parking scene; while driving, the bedsheet flutters with vehicle speed, other vehicles emit green light, pedestrians become skeletons, trash cans become orange pumpkin faces, traffic lights become colorful pumpkins, and FSD and Autopilot paths and lane lines become purple.
• Trick or Treat mode plays scary sound effects through the external speaker and flashes interior and exterior lights when visitors approach the parked vehicle; this mode keeps the cameras awake and consumes extra battery, and automatically turns off when the vehicle is shifted into Park or enters low-power mode; when enabled, Sentry Mode, the security alarm, and walk-away door lock will be disabled, and the two cannot be used at the same time.
• Four new themed wraps are added: an orange pumpkin carving pattern version, a black base with white ghosts and bats version, a candy-covered "Trick or Treat" jack-o'-lantern version, and a dark textured red stripe version; a Halloween lock sound and owl turn signal chime are also added.
• The spooky light show can be scheduled, and video records show Model 3 flashing exterior lights to music, opening and closing the trunk, and cycling interior lights, with better effects when multiple Teslas participate at the same time; Photobooth adds Polaroid-style Halloween frames and stickers; when speaking through the Tesla app's Boombox, the vehicle repeats it in a scary voice.
• Halloween Mode is fully featured on vehicles equipped with the AMD infotainment unit; Intel platform vehicles only get the wraps and lock sound, and do not support the parking scene and extra Photobooth features.

📊 Ticker: TSLA

Summary

新浪财经援引美联储周三公布的数据报道，美国8月消费者信贷余额增加83亿美元，低于经济学家预估中值150亿美元，循环信贷出现近两年来最大降幅。

Key points

• 美联储周三公布的数据显示，8月消费者信贷余额增加83亿美元，为三个月来最小增幅；7月增幅经修正后为177亿美元，经济学家预估中值为增加150亿美元。
• 信用卡及其他循环信贷余额减少48亿美元，为2024年11月以来最大降幅。
• 购车贷款和学费贷款等非循环信贷8月增加131亿美元；行业数据显示，8月汽车销量升至去年4月以来最快水平。
• 美联储消费者信贷报告显示，截至8月，需支付利息的信用卡账户平均利率为22.36%，为一年来最高水平；商业银行发放的60个月期新车贷款年利率为7.54%。
• 薪资增速已经放缓，个人储蓄率处于四年低点，低收入家庭及仍有信用卡欠款的消费者面临的压力最为明显。

📊 标的：宏观

Summary:
Musk reposted the AsFoundX post on X, the content of which is that SpaceX Starlink Vice President Lauren Dreyer said Starlink is ready to provide internet service to India.

Content summary:

• Musk reposted the AsFoundX post, which said that SpaceX Starlink Vice President Lauren Dreyer stated the company is ready to provide internet service to India immediately.
• The post said Starlink has built 20 gateway sites, equipped with hundreds of antennas, and has security control measures, with all user data stored within India.
• Lauren Dreyer said in the post: "We are ready to serve India whenever India is ready!"

📊 Ticker: SPCX / SpaceX

📊 【SpaceX Closing Summary】

🔴 SPCX closed down 2.48% today
Opening price: $168.13
Closing price: $167.65
Intraday high/low: $171.31 / $165.65

📊 【Tesla Closing Summary】

🔴 TSLA closed down 0.71% today
Opening price: $378.45
Closing price: $377.96
Intraday high/low: $382.35 / $374.43

🟢 [Media Report] Fed Meeting Minutes: Officials Urge Contingency Plans for U.S. Treasury Market Stress

Summary:
The latest FOMC meeting minutes show that participants recommended strengthening strategies, communication mechanisms, and policy tools for responding to market failures, and pointed out the importance of making contingency plans for market stress.

Content Summary:

• The meeting minutes show that some participants, regarding balance sheet policy, believed the U.S. Treasury market was operating smoothly, while also pointing out the importance of making contingency plans for market stress.
• Participants recommended strengthening the Fed's strategies, communication mechanisms, and policy tools for responding to market failures, in order to address possible market failures while limiting as much as possible the central bank's degree of intervention in the U.S. Treasury market.

📊 Subject: Macro

🔴 [Regulatory Filing] A Tesla Cybercab in Philadelphia was involved in a low-speed collision, and the left door panel fell off, exposing the internal structure

Summary:
Not a Tesla App reported that a Tesla Cybercab was involved in a low-speed collision in Philadelphia, and the left plastic door panel fell off. Photos show internal structures such as the door frame, window regulator, locks, wiring harness, and side impact beam; the party at fault and the specific circumstances of the accident have not yet been confirmed.

Content Summary:

• Tesla observer @TeslaZoa reposted the message on X, saying that this appears to be a relatively low-speed collision that knocked off the Cybercab's left door panel.
• Philadelphia is not within Tesla Robotaxi's operating market, and the article says this Cybercab may have been undergoing validation testing.
• Photos initially shared by a Reddit user show this gold Cybercab parked on a Philadelphia street, with the outer door skin missing, exposing the black inner frame, window regulator, lock hardware, wiring harness, and the side impact beam extending along the length of the door; the window glass is intact, the rocker panel below the sill is wrinkled, and there are scuff marks on the rear quarter panel.
• The article explains that the Cybercab's body panels are manufactured using reaction injection molding, with painting completed inside the mold, without using a traditional paint shop; because the door panel is a plastic part, the article says it is more likely to pop off rather than dent.
• The Cybercab is equipped with 10 adaptive airbags, including front, knee, curtain, and unique side airbags on the inner and outer sides of the seats. A roof-mounted radar sensor can detect whether the seat is occupied by an adult, a child seat, or is empty, in order to adjust airbag deployment; the door also has a mechanical latch that works without power, integrated into the regular electronic door release button.

📊 Ticker: TSLA

Summary

美联储9月会议纪要显示，所有19名官员均支持加息，且大多数与会者认为到年底再加息一次可能是合适的。

Key points

• 会议纪要显示，所有19名官员都在9月支持加息。
• 大多数与会者认为，到年底再加息一次可能是合适的。

📊 标的：宏观

Summary

美联储会议纪要显示，工作人员的经济前景预测强于7月会议的预测。

Key points

• 美联储会议纪要提到，工作人员的经济前景预测强于7月会议的预测。

📊 标的：宏观

🟢 [Media report] Federal Reserve meeting minutes: Several officials said policy is not yet sufficiently restrictive

Summary:
The Federal Reserve meeting minutes show that several officials believe policy is not yet sufficiently restrictive, and that there has not been enough progress in lowering inflation over the past few months; officials generally expect inflation to remain elevated in the near term.

Content summary:

• Many participants said that, despite the recent rise in long-term Treasury yields, financial conditions still appear to support economic growth.
• A few participants noted that the U.S. Treasury market has been functioning smoothly, but stressed the importance of planning ahead for market stress.
• Officials said future data will determine the direction of interest rates; several officials said policy is not yet sufficiently restrictive.
• Several officials said the possibility of further tariffs increases inflation risks.

📊 Subject: Macro

🟢 [Media Report] Federal Reserve meeting minutes disclose that the New York Fed intervened in the foreign exchange market on behalf of the Treasury Department

Summary:
The Federal Reserve meeting minutes show that the New York Fed intervened in the foreign exchange market on behalf of the Treasury Department.

Content Summary:

• The Federal Reserve meeting minutes mention that the New York Fed intervened in the foreign exchange market on behalf of the Treasury Department.

📊 Subject: Macro

🟢 [Media report] Fed meeting minutes say inflation remains elevated and risks are skewed to the upside

Summary:
The Fed meeting minutes show that participants generally emphasized that inflation remains elevated, the job market is near full employment, and generally believed that inflation risks are skewed to the upside.

Content summary:

• The minutes show that participants generally emphasized that inflation remains elevated, the job market is near full employment, and offered multiple views on the reasons supporting rate hikes.
• Participants generally believed that inflation risks are skewed to the upside, with some participants believing these risks have intensified recently; labor market risks generally remained balanced.
• Some participants believed that the development of artificial intelligence could cause aggregate demand to exceed supply in the medium term, thereby putting upward pressure on inflation.

📊 Instrument: Macro

🟡 [Musk tweet update] Musk quotes post, says most bot requests will be handled by Grok 4.8 fast version

Summary:
Musk quoted minchoi's post on X, saying most @Bot requests are relatively simple and will be handled by the ultra-fast version of Grok 4.8.

Content summary:

• Musk quoted minchoi's post and replied, saying most @Bot requests are quite simple, and once Grok 4.8 is released, they will be handled by that version's ultra-fast edition.
• Musk said the operating principle is to provide Grok Bot users with the best combination of speed and intelligence.

📊 Ticker: xAI

🟢 [Macro News Flash] The U.S. dollar index slightly narrowed its gains after the release of the Federal Reserve meeting minutes

Summary:
Sina Finance Global News Flash shows that the U.S. dollar index slightly narrowed its gains after the release of the Federal Reserve meeting minutes, and was last up 0.31%, at 102.22.

Content summary:

• The U.S. dollar index slightly narrowed its gains after the release of the Federal Reserve meeting minutes, and was last up 0.31%, at 102.22.

📊 Instrument: Macro

Summary:
US Treasury Secretary Bessent stated that high bond yields are a global phenomenon, and said the core inflation rate is close to the Fed's target.

Content Summary:

• Bessent says high bond yields are a global phenomenon.
• Bessent says the core inflation rate is close to the Fed's target.

📊 Subject: Macro

📉 Decline SPCX current drop -3.09%
Opening price: $168.13
Latest price: $166.60
🔴 The 3% key threshold has been triggered.

Summary

财联社10月8日电，美联储周三隔夜逆回购协议（RRP）使用规模为23.38亿美元。

Key points

• 美联储周三隔夜逆回购协议（RRP）使用规模为23.38亿美元。

📊 标的：宏观