News archive

Summary

Electrek 根据特斯拉 Q3 产销报告中的“其他车型”数据推算，Cybertruck 当季交付约 7,000 至 8,000 辆，虽属该车型较好季度，但仍远低于产线规划。

Key points

• 特斯拉 Q3 2026“其他车型”交付 8,295 辆，同比下降 48%，为 2021 年以来该类别最低；上年同期为 15,933 辆，上一季度为 12,364 辆。
• Model S 和 Model X 已于今年 4 月停产，库存约 600 辆，另有 350 辆 Signature 版待交付；“其他车型”中乘余的 Model S/X 交付量估计仅为数百辆。
• Semi 方面，特斯拉内华达新工厂自 4 月起造车，但 9 月 25 日才宣布量产并开始向客户交付，距季度结束仅五天，Electrek 估算 Q3 Semi 交付量为数百辆。
• Cybercab 产量以千计，但特斯拉是否将 robotaxi 车队中的车辆计入“交付”尚不明确；Q3“其他车型”产量为 7,004 辆，同比下降 40%。
• Electrek 估算 Cybertruck Q3 交付 7,000 至 8,000 辆，按年化约 30,000 至 32,000 辆；该产线原规划年产能 250,000 辆，最新股东信列出的已安装产能超过 125,000 辆。
• Cox Automotive 美国数据显示，Cybertruck Q2 2026 销量为 3,744 辆，仍高于已停产的福特 F-150 Lightning（2,421 辆）、雪佛兰 Silverado EV（2,266 辆）和 Rivian R1T（1,219 辆）。

📊 标的：TSLA
🧭 市场口径：中性

🟡 [Source Monitoring] TeslaFi sample observes software 2026.33.100 installation for the first time

Original version label: 2026.33.100 14.2.2.6
Samples involved this time: 49 vehicles installed, accounting for 0.4%; 18 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 observation of this change: 2026-10-07 16:12 UTC

🟡 [Source Monitoring] TeslaFi sample first observed software 2026.33.5 installation

Original version labels: 2026.33.5 14.3 Lite & 14.3.11
Samples participating this time: 3 vehicles installed, accounting for 0%; 0 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: 2026-10-07 16:12 UTC

Summary

美银研究备忘录援引其内部客户数据显示，美国9月非农就业同比增长1.4%，较8月1.5%的增幅放缓。

Key points

• 按未季调口径，美国9月非农就业人数同比增长1.4%，8月为增长1.5%。
• 经季节性调整后，低收入家庭税后工资同比增长4.5%，低于8月的4.7%，但仍快于中等收入和高收入家庭。
• 数据基于美银汇总并匿名化处理的消费者存款数据，采用三个月移动平均计算；失业救济金支付额同比下降。

📊 标的：宏观

Summary

马斯克引用 XFreeze 内容称，SpaceX 星链手机直连 V2 卫星性能出色，该星座带宽将超过当前 V1 系统 100 倍以上。

Key points

• 马斯克引用 XFreeze 的帖子称，星链手机直连（direct-to-cell）V2 卫星表现出色。
• 马斯克表示，SpaceX 这一星座将实现超过当前 V1 系统 100 倍的带宽。

📊 标的：SPCX / SpaceX

Summary:
The article cites a Reuters report, saying that Tesla exerted pressure on European regulators regarding FSD scrutiny.

Content summary:

• Reuters reports that Tesla pressured European authorities to relax scrutiny of FSD.
• The article does not provide the specific timing of the pressure, the target agencies, document details, or regulatory response.

📊 Ticker: TSLA

🟡 [Media report] Former Tesla Optimus project lead prepares robotics startup Intelligent Machines

Summary:
Sina Finance, citing reports, says the former Tesla Optimus project lead is preparing to found the robotics startup Intelligent Machines, and may raise about $100 million.

Content summary:

• Sina Finance Global Express shows that the former Tesla Optimus project lead is preparing to found a robotics startup, and the company is named Intelligent Machines.
• The report mentions that the company may raise about $100 million.

🟡 [Media report] Former Tesla Optimus AI lead Kumar founded Intelligent Machines to develop non-humanoid robots

Summary:
Two people familiar with the matter said that Ashish Kumar, former AI lead for Tesla's Optimus humanoid robot, co-founded the San Francisco-based startup Intelligent Machines to develop non-humanoid robots, and is currently raising a seed round.

Content summary:

• Two people with direct knowledge said that the startup co-founded by Kumar is named Intelligent Machines and is located in San Francisco.
• The company develops non-humanoid robots that can take on work in manufacturing, aerospace, and other industries that previously required highly skilled technical workers.
• The company has recruited several former members of Tesla's Optimus team and is currently raising a seed round, with the funding amount expected to reach about $100 million.
• At this stage the focus is on robot software development, and management is also exploring developing its own hardware.
• Two people familiar with the matter said that the company uses reinforcement learning technology to train robots, teaching robots to perform complex tasks by giving rewards for achieving goals and imposing penalties for incorrect actions; Kumar's doctoral research direction at UC Berkeley was precisely reinforcement learning.

Summary

新浪财经汇总10月7日美股盘前要闻，涵盖股指期货、欧洲股市、原油、美债、FOMC会议纪要日程及多只个股盘前波动，其中提到英特尔将继续推进马斯克的 Terafab 芯片制造项目。

Key points

• 美股三大股指期货齐跌：道指期货跌0.69%，标普500指数期货跌0.35%，纳指期货跌0.66%；德国DAX跌1.28%，英国富时100跌0.75%，法国CAC40跌1.18%，欧洲斯托克50跌1.79%。
• WTI原油涨0.41%报89.81美元/桶，布伦特原油涨0.66%报101.24美元/桶；美国国债周三延续跌势，收益率重返本周早些时候触及的高位。
• 美国东部时间下午2点（北京时间8日凌晨2点）将公布FOMC会议纪要。
• 伊朗伊斯兰革命卫队司令顾问纳格迪表示，霍尔木兹海峡已经关闭，伊朗将封锁该海峡的“非法航道”，直到伊朗的合法诉求得到满足。
• 英特尔股价盘前上涨2.4%，此前有报道称该公司将继续推进马斯克的 Terafab 芯片制造项目。
• 谷歌与Unity发布AI驱动游戏创作平台后，Roblox股价盘前下跌3.9%；加密概念股盘前下跌，比特币跌至近一周低位，Coinbase跌2.5%，Strategy跌3.3%，Robinhood跌2.2%。

📊 标的：TSLA / Terafab / 马斯克生态
🧭 市场口径：中性

Summary

新浪财经援引知情人士消息，英伟达曾有意收购OpenRouter但未发出正式要约，后者被Stripe以80亿美元拿下；此后英伟达在两个月内敲定总价值超1400亿美元的各类交易，并讨论向Figure追加10亿美元投资。

Key points

• 一名了解谈判的人士称，英伟达高管向OpenRouter对接团队表达收购意向并准备开出优厚报价，但在正式出价前需要更多时间评估；OpenRouter创始人选择等待Stripe，最终Stripe以80亿美元报价拿下OpenRouter，英伟达未发出正式收购要约。
• 英伟达交易团队随后转向其他标的，在接下来两个月敲定总价值超1400亿美元的各类交易，其中包含一笔1050亿美元信贷担保。
• 截至7月末，英伟达持有近1000亿美元股权投资，另有250亿美元未来投资承诺。
• 一名知情人士透露，此前未对外披露的消息显示，英伟达已讨论向人形机器人企业Figure追加10亿美元投资；Figure本轮融资前估值约380亿美元，正在新一轮募资，英伟达已是其现有投资方。
• 知情人士称，英伟达同意出资60亿美元获取Poolside的软件授权并吸纳其团队，原因之一是为推进自研Nemotron开源大模型项目；Poolside团队今年推出Laguna开源权重AI模型。

Summary

财联社10月7日汇总美股盘前要闻，涵盖股指期货、油价、金银、欧股、AMD、马斯克Terafab、Lambda融资、谷歌与Unity合作、甲骨文数据中心、诺奖及美债收益率等内容。

Key points

• 美三大股指期货集体下挫：道指期货跌0.87%，标普500期货跌0.50%，纳指100期货跌0.86%。
• 国际油价走高：WTI涨0.70%报90.064美元/桶，布伦特涨1.18%报101.770美元/桶；现货黄金跌2.14%报4074.88美元/盎司，现货白银跌3.83%报58.98美元/盎司。
• AMD CEO苏姿丰表示，在供应紧张下正致力于优化内存，HBM方面得到三星电子和SK海力士大力支持，对HBM4“非常满意”。
• 马斯克表示，旗下企业将独立建设和运营太瓦级芯片制造项目Terafab，排除了台积电接手并运营该项目的可能性。
• 英伟达支持的云计算初创公司Lambda正筹集至多40亿美元资金，投前估值145亿美元，AI算力积压订单到9月增至500亿美元。
• 谷歌与Unity就面向下一代互动娱乐的新AI游戏平台达成合作，将于今年晚些时候推出Unity Spark创作平台。
• 数据中心研究机构Aterio报告显示，甲骨文威斯康星州1.3GW数据中心项目“Project Lighthouse”面临供电延期风险，基准情景下全功率供电或推迟至2028年10月，延期情景下或推迟至2029年4月。
• 2026年诺贝尔化学奖授予Henri B. Kagan和Kenso Soai。美国30年期国债收益率升破5.7%，日内涨逾6个基点，续创2002年以来最高。美银策略师表示，美债吸引力上升，数十年来首次与美股形成“真正竞争”。

📊 标的：宏观

Summary

SpaceX 官方 X 账号发布消息，确认龙飞船（Dragon）已完成分离。

Key points

• SpaceX 官方 X 账号发布“Dragon separation confirmed”，确认龙飞船分离动作已完成。

📊 标的：SPCX / SpaceX

Summary:
Media reports show that Musk welcomed Germany's support for Tesla's driver assistance software system, as Tesla seeks approval for the technology across the EU.

Content summary:

• Media (Reuters) reported that Musk responded to and welcomed Germany's support for Tesla's driver assistance software system.
• Tesla is seeking Europe-wide approval for the technology; traffic safety researchers have warned that the technology has issues with exaggerated safety claims.

📊 Ticker: TSLA

Summary

崔东树发布数据称，2026年1-8月美国新能源车销量82万台，同比下降31%；同期欧洲新能源乘用车销量312万台，同比增长34%。

Key points

• 2025年美国新能源车全年销量172万台，同比下降2%。
• 2026年8月美国新能源车销量11万台，同比下降44%；崔东树提到高关税和新能源补贴取消带来的涨价因素。
• 2026年1-8月美国新能源车累计销量82万台，同比下降31%。
• 2025年欧洲新能源乘用车销量386万台，同比增加96万台，增长33%。
• 初步统计2026年8月欧洲新能源乘用车销量32万台，同比增长33%；2026年1-8月累计312万台，同比增长34%。

🟡 [Media report] Musk replied that he welcomes Germany's support for Tesla FSD

Summary:
Sina Finance news flash shows that Musk welcomed Germany's support for Tesla FSD.

Content summary:

• Musk welcomed Germany's support for Tesla FSD.

📊 Ticker: TSLA

Summary

乘联分会秘书长崔东树发文称，自主品牌新能源在海外可统计主流市场表现持续走强，2026年8月自主新能源乘用车海外市场份额达29%，1至8月累计份额24.8%。

Key points

• 崔东树发文表示，目前海外可统计到的主流市场中，自主品牌新能源总体表现持续走强。
• 2026年8月自主新能源乘用车海外市场销量份额达29%，大幅跃升14个百分点。
• 2026年1至8月自主新能源乘用车海外市场销量份额为24.8%，较2025年同期提升9个百分点。
• 文中提到自主新能源出口表现较好，美国新能源车市场萎缩严重；南美新能源份额超80%，东南亚新能源份额达47%。

Summary

财联社10月7日电，报道称英特尔将继续参与马斯克的Terafab芯片制造项目，英特尔盘前股价上涨2.4%。

Key points

• 财联社10月7日报道，英特尔盘前股价上涨2.4%。
• 此前有报道称，英特尔将继续参与马斯克的Terafab芯片制造项目。

📊 标的：Terafab / 马斯克生态
🧭 市场口径：利好

🟡 [Media report] Musk says he will build and operate a terawatt-scale chip factory

Summary:
Musk posted on X that he will build and operate his own terawatt-scale chip factory.

Content summary:

• Musk posted on X that he will build and operate his own terawatt-scale chip factory.

📊 Targets: Tesla / Musk ecosystem

Original version label: 2026.33.5 14.3.11
Samples involved this time: 2 vehicles installed, accounting for 0%; 1 vehicle pending installation.
This is sample data from TeslaFi-participating vehicles and does not represent the global Tesla fleet, official rollout ratio, or release timing.

First observed this change: 2026-10-07 06:36 UTC

The poster @TheNewGrid posted a video yesterday, and it has already gotten over 420,000 views:

His Model Y drove up to a four-way stop intersection, with FSD v14.3.10 enabled at the time, and the speed mode was "Hurry" (aggressive). A car was coming from the cross direction, and it looked like it would stop before the stop sign, so the car drove into the intersection. But the other party did not stop at all, and FSD suddenly braked in the middle of the intersection, while the other car sped past in front.

The poster said: "Thank you Tesla FSD for saving my life. If I had been driving manually at the time, I definitely would have crashed."

📌 A few details

• At the time it was in "Hurry" mode, and FSD's driving style is already somewhat aggressive
• The poster confirmed this was a four-way stop intersection, but the stop markings on the ground had faded very badly
• The comments were almost unanimously praising it, and some also took the opportunity to call for buying more $TSLA

🟡 [Media report] Tesla bull Gary Black reminds investors to distinguish between a "good company" and a "good stock"

Summary:
Tesla bull Gary Black posted a reminder to investors not to conflate a "good company" with a "good stock," and mentioned the issue of valuation.

Content summary:

• Gary Black said the mistake investors often make is equating a "good company" with a "good stock."
• Black mentioned the valuation factor (Valuation Matters).

📊 Ticker: TSLA
🧭 Market stance: Neutral

🟡 [Source Monitoring] TeslaFi sample first observed software 2026.33.5 installation

Original version label: 2026.33.5
Samples involved this time: 2 vehicles installed, accounting for 0%; 1 vehicle pending installation.
This is sample data from TeslaFi participating vehicles and does not represent the global Tesla fleet, official rollout proportion, or release timing.

First observed this change: 2026-10-07 04:29 UTC

🟡 [Media report] Tesla updates FSD v14.3.11 release notes (version 2026.33.5)

Summary:
Not a Tesla App reports that Tesla has updated the release notes for FSD v14.3.11, corresponding to software version 2026.33.5.

Content summary:

• The outlet reviewed the release notes and new additions for Tesla version 2026.33.5.
• The report did not disclose specific details of the new features in the summary.

📊 Ticker: TSLA

Summary

证券时报记者国庆假期走访上海多个新能源汽车品牌门店，销售称客流较普通周末上涨，置换补贴和限时促销带动看车需求，但消费者比价理性、部分热门车型现车紧缺，即时成交仍受影响。

Key points

• 记者走访上海多个新能源汽车品牌线下门店，依托新车上市、地方购车补贴及车企假期限时促销，门店客流回升明显。
• 嘉定某蔚来体验中心销售称，国庆假期门店接待客户量较普通周末上涨约三成，试驾车基本全天约满，油换电的置换需求较为突出。
• 多位销售表示，消费者普遍走访多家门店横向对比报价、核对补贴申领条件后再做决定。
• 部分热门新车现车紧缺，订车需要数周等待周期，在一定程度上影响即时成交。