FSD / Robotaxi归档

Summary:
The Los Angeles Times reports that the number of Los Angeles robotaxi accidents has risen, with data pointing to safer drivers.

Content summary:

• Los Angeles Times reports that Los Angeles robotaxi accidents have increased, with data pointing to safer drivers.

Source: Google News · 10-05 18:00 (Beijing time)

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🟡 [Media Report] Tesla Robotaxi App has launched in more countries

Summary:
According to Not a Tesla App, the Tesla Robotaxi App is now available in more countries.

Content Summary:

• The Tesla Robotaxi App is now live in more countries.

📊 Ticker: TSLA

Source: Google News · 10-06 02:21 (Beijing Time)

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🔴 [Regulatory filing] Tesla Robotaxi app opens for download in more countries, but ride service still limited to seven US cities

Summary:
Not a Tesla App reports that the Tesla Robotaxi app is now available on the Apple App Store and Google Play in the UK, Australia, Germany, Italy, Sweden, Singapore and other places, for tourists to install in advance before traveling to the US; but the actual Robotaxi ride service is still limited to seven US cities.

Content summary:

• The app is now available for download in the UK, Australia, Germany, Italy, Sweden, Singapore and other places, and the list is still growing.
• The main purpose of the overseas listing is to make it convenient for tourists to install before traveling to the US, so that they can hail a ride within the service area after arriving in the US.
• At the initial launch of the Robotaxi service, the app was limited to iOS and required joining a waitlist; the Android version launched this spring, ending nearly a year of iPhone exclusivity.
• Currently, actual Robotaxi operations are still limited to seven US cities; Cybercab only provides ride service in Austin, but has already appeared in active markets such as Miami and Dallas.
• Tesla last week extended Robotaxi operating hours in Austin, with commercial operations continuing until 11 PM.
• Regarding international expansion, the article says Musk stated last month that Cybercab may soon enter Europe, but the article characterizes this as illustrative rather than a timetable; European regulators have not yet reached agreement on region-wide approval of supervised FSD.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Not a Tesla App · 10-06 02:21 (Beijing time)

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🟡 [Media report] Tesla Robotaxi Austin operating hours extended to 11 PM

Summary:
Media reports say Tesla has extended Robotaxi operating hours in Austin to 11 PM, and Musk mentioned that a gray kitten was detected at night.

Content summary:

• Tesla Robotaxi's operating hours in Austin are extended to 11 PM.
• Musk mentioned that a gray kitten was detected at night.

📊 Ticker: TSLA

Source: Google News · 10-05 12:13 (Beijing Time)

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🔴 [Media report] Tesla Robotaxi extends Austin operating hours, Musk responds to lidar controversy

Summary:
Media reports say Tesla Robotaxi extended its operating hours in Austin; Musk responded to the dispute between the camera-only approach and lidar.

Content summary:

• According to a Gadgets 360 report, Tesla Robotaxi's operating hours in Austin were extended.
• Musk defended Tesla's camera-only approach and responded to controversy related to the lidar route.

📊 Ticker: TSLA

Source: Google News · 10-05 18:04 (Beijing time)

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🟡 [Media Report] Gary Black says high oil prices and rising FSD awareness are driving Tesla sales

Summary:
Gary Black stated that he acknowledges high oil prices and rising FSD awareness are driving Tesla sales, but he has reservations.

Content summary:

• Gary Black says high oil prices and rising FSD awareness are driving Tesla sales.
• He has reservations about this judgment, but the original text does not elaborate on the specifics.

📊 Ticker: TSLA

Source: Benzinga TSLA · 10-05 12:53 (Beijing time)

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Summary

有分析师在特斯拉二季度财报公布前押注其 Robotaxi 和 Cybercab 业务，零售端预计股价将攀升至 450 美元。

Key points

• Stocktwits 内容显示，该分析师在特斯拉二季度业绩公布之前，押注其 Robotaxi 和 Cybercab 业务。
• 零售端预计特斯拉股价将攀升至 450 美元。

📊 标的：TSLA
🧭 市场口径：中性

Source: Google News · 10-05 01:53（北京时间）

🔴 [Regulatory filing] Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla

Summary:
Tesla Oracle reports that American reality show host and luxury real estate agent Jason Oppenheim, after trying Tesla FSD for the first time, decided to give each of his 10 employees a Tesla with FSD activated, and said he will no longer use his Bentley.

Content summary:

• Jason Oppenheim recently experienced Tesla FSD for the first time, with most driving on the streets of Los Angeles, California handled by FSD, and he said he was shocked by its safety.
• After trying it for a period of time, Jason decided to give each of 10 employees a Tesla with FSD activated, and also persuaded his brother to buy a Tesla with FSD, and plans to buy Teslas for older family members to improve road safety.
• In his Instagram video, Jason said FSD is 8 times safer than an ordinary driver and 25 times safer than a distracted driver, and admitted that he texts and makes phone calls while driving; he said that after using FSD daily he feels safer than when he previously drove a Bentley, and for safety reasons he will no longer use the Bentley.
• The report reminds that the current FSD AI version 14 and its branch versions still require human supervision, and FSD (Supervised) requires the driver to pay attention to the road and be ready to take over at any time.
• Tesla continuously iterates and improves through OTA software updates, and has billions of miles of real driving data generated by millions of vehicles for training FSD AI vision; traditional automakers have already fallen behind in this technology field.

📊 Ticker: TSLA

Source: Tesla Oracle · 10-05 02:29 (Beijing time)

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Summary:
TradingKey published a Tesla price outlook article, mentioning progress on the Nevada Robotaxi, the China recall forming a hedge, and the approaching Cybercab launch.

Content summary:

• Nevada Robotaxi-related progress and the China recall event form a hedge.
• The Cybercab launch is approaching.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Google News · 10-04 09:41 (Beijing time)

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Summary

Stocktwits 报道称，散户投资者在特斯拉第二季度财报公布前就未达成的 Robotaxi 目标向马斯克提出质询，特斯拉股价面临周度亏损。

Key points

• Stocktwits 报道称，散户投资者在第二季度财报公布前就未实现的 Robotaxi 目标向马斯克提出质询。
• 报道称特斯拉股价面临周度亏损。

📊 标的：TSLA
🧭 市场口径：利空

Source: Google News · 10-04 14:35（北京时间）

Summary

崔东树发文称，9月全球汽车整车股中新势力与跨界造车企业市值跌幅最大；特斯拉靠AI与FSD支撑，市值维持在9.4万亿；国内多家车企同比走低，商用车板块相对抗跌。

Key points

• 崔东树发文称，9月全球汽车整车股市值跌幅最大的是新势力和跨界造车企业；特斯拉靠AI和FSD撑着，市值还有9.4万亿。
• 国内车企基本都在往下掉：比亚迪、吉利、长城同比降31%；小米、赛力斯这类手机车企直接腰斩，降了59%；新势力同比跌了58%。
• 8月汽车业利润环比有所修复，但前八个月累计仍跌17%；上游芯片、有色金属等材料涨价，下游打价格战。
• 商用车靠补贴和以旧换新政策，同比只降7%，比乘用车抗跌。
• 当前资本市场对消费端偏悲观，销量和转型成效成为核心定价逻辑，新能源和出口强的企业更受待见。

📊 标的：TSLA

Source: 新浪财经 · 10-04 18:59（北京时间）

Summary

特斯拉公布 Q3 2026 财报电话会安排，马斯克及 AI、工程、财务高管将于 10 月 21 日盘后主持问答网络直播，同日发布财报更新文件。

Key points

• 特斯拉宣布 Q3 2026 财报电话会定于 2026 年 10 月 21 日（周三）美股盘后举行，网络直播问答于美中时间下午 4:30、美东时间下午 5:30 开始。
• 特斯拉已于 10 月 2 日发布 Q3 2026 车辆交付量和储能部署数据；10 月 21 日将同步向公众发布 Q3 财务更新文件。
• 电话会出席人员包括 CEO 马斯克、CFO Vaibhav Taneja、AI 负责人 Ashok Elluswamy 及制造工程负责人 Lars Moravy，延续近几个季度的高管配置。
• 特斯拉投资者关系网站称，问答直播结束约两小时后将提供存档回放；相关链接发布于 ir.tesla.com。
• Roadster 下一代车型发布和 Tesla Semi 客户交付已在此前发生，Robotaxi 服务在 7 个城市运营（6 个城市为自动驾驶，旧金山湾区 1 个配备安全员），这些将成为电话会可讨论的背景事项。

📊 标的：TSLA
🧭 市场口径：中性

Source: Tesla Oracle · 10-04 17:09（北京时间）

🟡 [Media Report] Benzinga reports Tesla Robotaxi nighttime recognition problem, Musk replies saying "gray cat on gray asphalt"

Summary:
Benzinga reports that Tesla Robotaxi has a nighttime recognition problem, and Musk's reply described it as "gray cat on gray asphalt."

Content summary:

• Benzinga reports that Tesla Robotaxi has recognition difficulties in nighttime scenarios.
• When replying to the report, Musk said: "gray cat on gray asphalt."

📊 Ticker: TSLA

Source: Google News · 10-04 16:44 (Beijing time)

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🟡 [Media Report] Tesla delays Robotaxi nighttime operating hours and addresses the issue of avoiding pets on low-light roads

Summary:
According to driveteslacanada.ca, Tesla has delayed Robotaxi nighttime operating hours while working to avoid hitting pets on low-light roads.

Content Summary:

• Tesla has pushed Robotaxi operating hours later into the night.
• Tesla is addressing the issue of avoiding pets on low-light roads.

📊 Ticker: TSLA

Source: Google News · 10-04 08:04 (Beijing Time)

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Summary

马斯克在 X 上回复称，特斯拉当前 FSD 夜间驾驶要解决的首要问题是避免在暗光下撞到难以看清的宠物，并描述目标是识别"灰色柏油路上的灰色小猫"；文章同时梳理了 FSD v15 与 Robotaxi 全天候运营的时间线。

Key points

• 马斯克 10 月 3 日在 X 回复称，Robotaxi 运营时间已从晚上 10 点延至 11 点，当前要解决的主要问题是"确保夜间宠物难以看清时不撞到它们"，并具体描述为"黑暗中的灰色柏油路面上的灰色小猫"。
• 这属于边缘案例训练思路，灰色小猫在深色路面上几乎没有对比度，考验摄像头与神经网络的配合；马斯克此前反驳了加装热成像摄像头等额外硬件的思路，称普通摄像头在 AI 进行光子计数分析时"在黑暗中看得非常好"。
• 特斯拉 AI 副总裁 Ashok Elluswamy 近期称 Robotaxi 本月将获得 FSD v15，解锁 24 小时商业运营；但 Robotaxi 运营时长自上线以来的最新扩展仅为 1 小时。文章称，如果夜间驾驶问题仍在解决中，本月是否还能实现全天候服务尚待观察。
• 文章梳理，FSD v15 是参数规模约 10 倍的升级，神经网络从目前约 10 亿参数提升至约 100 亿参数；将先在 Robotaxi 车辆上推出，之后再进入消费者车辆。特斯拉此前称部分 Robotaxi 车辆已在测试早期 v15 版本，Elluswamy 给出的全车队推送时间为 10 月。
• v15 就位后特斯拉计划更积极推进 Robotaxi 网络扩张，进入新市场并扩大现有服务区域；马斯克未说明这项夜间宠物识别工作是否与 v15 时间线挂钩。

📊 标的：TSLA
🧭 市场口径：中性

Source: Not a Tesla App · 10-04 04:33（北京时间）

Summary

专业媒体 Electrek 报道，特斯拉在奥斯汀将 Robotaxi 服务时间从晚 10 点延至 11 点，马斯克回复称夜间运营的主要难点是避免碾到黑暗中难辨的宠物，文章称这正是摄像头方案在低照度低对比场景下的短板，而激光雷达与雷达的强项所在。

Key points

• 特斯拉 Robotaxi 账号在周五晚宣布，奥斯汀服务“现在可用至晚上 11 点”，此前为晚上 10 点；马斯克转发了该公告。

• 马斯克回复称，目前要解决的主要问题是确保车辆在夜间不会碾到难以看清的宠物，原话例子是“黑暗中灰色柏油路上的灰色小猫”。

• 文章梳理称，Robotaxi 于 2025 年 6 月在奥斯汀上线时，App 接单时间为早 6 点至午夜；15 个月后，服务比上线首日提前一小时收车，且自上线以来规模扩张有限，上个月加入了 Cybercab。

• 文章对比称，Waymo 第六代系统配备 13 个摄像头、4 个激光雷达和 6 个雷达，其约 4000 辆无人驾驶车全天 24 小时运行；特斯拉于 2021 年 5 月移除雷达，2022 年弃用超声波传感器，从未在量产车上搭载激光雷达。

• 文章列举马斯克过往表态：2019 年 4 月称“激光雷达是蠢人的差事”；2022 年 2 月称其为“诱人的局部最优”；2025 年 8 月称“激光雷达和雷达因传感器冲突降低安全性”；今年 5 月发布摄像头“光子计数重建”图像并称这是特斯拉 FSD 夜间和强眩光下看得清的原因。

• 文章提到，美国国家公路交通安全管理局目前正就低能见度条件下 FSD 碰撞事故调查 320 万辆特斯拉，调查中要求特斯拉提供一份名为“雷达拯救我们”的内部文件。

📊 标的：TSLA
🧭 市场口径：中性

Source: Electrek · 10-03 22:36（北京时间）

🟡 [Media report] Musk says Robotaxi nighttime operations are restricted out of consideration for pet safety

Summary:
According to media reports, Musk says the Robotaxi nighttime operation restriction is related to pet safety.

Content summary:

• According to a Breakingthenews.net report, Musk stated that the Robotaxi nighttime operation restriction is out of consideration for pet safety.

📊 Ticker: TSLA / Tesla

Source: Google News · 10-03 13:31 (Beijing time)

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🔴 [Analyst wording] Tesla AI Engineer Confirms FSD Will Get Navigation Improvements and Pothole Detection

Summary:
Not a Tesla App reports that Tesla AI team principal software engineer Phil Duan, replying to a user on X, confirmed that both FSD's navigation route planning and pothole avoidance features will be improved.

Content summary:

• Shopify executive Farhan Thawar praised FSD v14.3.10 on X, but pointed out that broken road surfaces and navigation route selection remain the biggest pain points; Tesla AI team principal software engineer Phil Duan replied directly that "improvements for both are on the way."
• Pothole avoidance is one of the most requested features in the fleet, and Tesla has continued to promise this feature since 2019; Musk recently said pothole avoidance is coming soon, and since FSD v14.3 this spring it has also been listed as a pending improvement in official release notes.
• The current version occasionally exhibits this behavior: a tester running FSD v14.2.2.5 recorded the vehicle slightly centering on a cracked road surface, letting potholes pass between the tires; but it is not yet clear whether the neural network recognizes them as potholes, and the behavior has been inconsistent across recent FSD versions.
• On navigation logic, Tesla is training FSD to learn user habits by analyzing driver intervention behavior, including manual lane-change choices and steering micro-adjustments; if a driver consistently ignores the map-recommended detour route and chooses a preferred exit or surface road, FSD will remember that preference on subsequent trips. This capability will build on the recently launched Preferred Routes feature.
• The article also mentions that subsequent FSD versions will learn users' parking habits, such as reversing into a home driveway, parking close to the garage wall to leave walking space, or parking away from high curbs, and will imitate these preferences during automatic parking; in addition, Tesla is integrating Grok directly into the FSD system, allowing drivers to use natural voice commands to ask the vehicle to turn, stop at a specified location, or temporarily change the route.
• Pothole avoidance was initially promised in the v14.3 release notes, but it is not yet certain whether these upgrades will arrive in a near-term minor version update or debut with the FSD v15 architecture, which is expected to upgrade the neural network to 10 billion parameters.

📊 Ticker: TSLA
🧭 Market wording: Neutral

Source: Not a Tesla App · 10-03 03:11 (Beijing time)

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🔴 [Official Update] Tesla Robotaxi official website page introduces the autonomous driving fleet network, and separately lists fuel vehicle trade-in promotion terms

Summary:
The Tesla Robotaxi official page states that the company is focused on producing an autonomous driving fleet for the Robotaxi network, and the same page also contains a promotion term offering 2,000 free Supercharging miles for trading in a fuel or hybrid vehicle.

Content summary:

• The Tesla Robotaxi official page states that the company is focused on creating a sustainable future by producing an autonomous driving fleet for the Robotaxi network.
• The promotion terms on the same page show that trading in a fuel vehicle or hybrid vehicle and completing the purchase of a Tesla vehicle can earn 2,000 free Supercharging miles.
• The terms state: Supercharging miles expire two years after the delivery date, are non-extendable, non-transferable, and cannot be redeemed for cash; Supercharging-related fees such as congestion fees are still charged as usual.
• The terms state: used vehicles and B2B sales are not eligible; if the trade-in is not completed for any reason, the promotional miles may be revoked; actual mileage varies due to factors such as driving behavior and environment.
• The terms state: this promotion requires the completion of a fuel or hybrid vehicle trade-in, and may be changed or terminated at any time.

📊 Ticker: TSLA

Source: Tesla Robotaxi Official · 10-03 02:21 (Beijing time)

🔗 View the official original text

🟡 [Media Report] TechCrunch says Robotaxi operators blocking emergency responders will face fines

Summary:
TechCrunch reports that Robotaxi operators will face fines if they block emergency responders.

Content summary:

• TechCrunch reports that Robotaxi operators blocking emergency responders will face fines.

📊 Ticker: TSLA

Source: Google News · 10-02 08:57 (Beijing Time)

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Summary

特斯拉公布 2026 年 Q3 全球交付 486,532 辆，超出分析师共识预估 24,558 辆，但储能部署不及预期。

Key points

• 特斯拉 2026 年 Q3 交付 486,532 辆，生产 464,391 辆，储能部署 13.7 GWh。

• 交付量环比 Q2 的 480,126 辆增长 1.3%，同比 2025 年 Q3 的 497,099 辆下降 2.1%；去年同期含美国联邦电动车税收抵免到期前的抢购。

• 分析师共识预估为 461,974 辆（来自 24 家金融机构，非特斯拉官方指引），实际超出 24,558 辆，超出幅度 5.3%。

• 储能部署环比和同比均增长，但低于预期 2.2 GWh。

• Model S 和 Model X 已于 5 月举办交付活动后停产，其他车型类别交付量环比下降，该类别目前主要由 Cybertruck 和 Tesla Semi 贡献；Tesla Semi 已开始量产，预计年产能 50,000 辆。

• Roadster 活动因天气原因从原定的 10 月 1 日推迟至 10 月 15 日。

• 车主手册中已出现 Grok 短信功能，特斯拉确认正在开发 Grok 语音控制 FSD，两项功能预计本季度发布。

• 特斯拉 Q3 完整财务结果将于 10 月 21 日美股盘后公布，财报电话会于美东时间下午 5:30 举行。

📊 标的：TSLA

🧭 市场口径：利好

Source: Not a Tesla App · 10-02 23:12（北京时间）