FSD / Robotaxi归档

Summary

Electrek 报道称，特斯拉 CEO 马斯克表示因天气原因将 Roadster 演示推迟两周至 10 月 15 日；同时欧盟将 Full Self Driving（Supervised）的批准投票推迟至最早 12 月。

Key points

• 马斯克称 10 月 1 日天气预计过于恶劣，无法展示 Roadster 2.0，演示推迟两周至 10 月 15 日。
• Roadster 发布已历经 9 年延迟。
• 欧盟将 Full Self Driving（Supervised）的批准投票推迟至最早 12 月。
• 文章还包含一项关于自动驾驶汽车事故责任归属的读者调查，以及沃尔沃 autonomously 搬运 300 万吨土方的消息。

📊 标的：TSLA

Source: Electrek All · 09-29 08:20（北京时间）

Summary

TradingView 报道称，特斯拉股价在 Cybercab 联邦答复截止前下跌超过 3%。

Key points

• TradingView 报道显示，特斯拉股价在 Cybercab 联邦答复截止前下跌逾 3%。

📊 标的：TSLA
🧭 市场口径：利空

Source: Google News · 09-29 03:22（北京时间）

🔴 [Media report] Tesla Cybercab fleet size doubles to far more than 100 units

Summary:
According to teslarati.com, the Tesla Cybercab fleet size has doubled and currently far exceeds 100 units.

Content summary:

• The number of Tesla Cybercabs has doubled compared with before and now far exceeds 100 units.

📊 Ticker: TSLA

Source: Google News · 09-29 02:09 (Beijing time)

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🟡 [Media Report] Tesla Robotaxi adds automatic trunk opening feature at drop-off points

Summary:
According to media reports, Tesla Robotaxi adds an automatic trunk opening feature at drop-off points.

Content summary:

• Media outlet BASENOR reports that Tesla Robotaxi adds an automatic trunk opening feature at drop-off points.

📊 Ticker: TSLA

Source: Google News · 09-28 14:06 (Beijing time)

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🔴 [Analyst take] Tesla rolls out Grok in Israel, UAE and other countries with 2026.32.7 update

Summary:
According to the professional media outlet Not a Tesla App, Tesla this week pushed software update 2026.32.7, unlocking the in-car Grok assistant in Israel, the UAE and multiple other EMEA countries, with owners in Israel and the UAE having confirmed it is available.

Content summary:

• Tesla this week began rolling out software update 2026.32.7, quietly enabling Grok in Israel, the UAE and several other EMEA countries; the official release notes do not mention the change, and local owners discovered the feature on their vehicle touchscreens.

• Tesla's regional support pages recently added localized Grok documentation, confirming rollouts in Israel, the UAE, Saudi Arabia, Qatar and Jordan, and the report says these countries will all get Grok with the 2026.32.7 update.

• Requirements for use: the vehicle must have an AMD Ryzen infotainment computer and an active Premium Connectivity subscription or Wi-Fi connection; owners do not need a Grok account or subscription to use it in the car.

• After the update, the Grok icon automatically appears in the App Launcher and can be woken by tapping the icon, pressing the steering wheel microphone button, or saying "Hey Grok"; in Assistant mode it can perform tasks such as adjusting navigation routes, searching phone contacts, adjusting air conditioning and seat heating, controlling media playback, answering owner's manual troubleshooting questions, and location-based reminders.

• The report mentions that Tesla recently added Grok Bot, which lets owners view emails, manage calendars and shop online through the agent; Tesla has confirmed that hands-free text messaging support is in the works, and plans for Grok to directly control FSD in the future, allowing passengers to use natural language commands to pull over, change lanes or select a parking spot.

📊 Ticker: TSLA

Source: Not a Tesla App · 09-28 00:00 (Beijing time)

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🟡 [Media report] Benzinga roundup of Tesla's news this week: Musk teases Roadster, FSD recorded speeding violation in Brussels

Summary:
Benzinga published a roundup of Tesla's news this week, mentioning Musk teasing the Roadster and an FSD speeding violation record in Brussels.

Content summary:

• The Benzinga article headline shows that Musk teased the Tesla Roadster.
• The article headline mentions that FSD had a speeding violation in Brussels.

📊 Ticker: TSLA

Source: Benzinga TSLA · 09-26 21:00 (Beijing time)

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🟡 [Media Report] CleanTechnica published an article discussing Tesla FSD unsupervised version, and recorded a conversation with Grok AI robot Ara

Summary:
CleanTechnica published an article, with a title mentioning whether Tesla Full Self-Driving unsupervised version is coming soon, and including a further conversation with Grok AI robot Ara.

Content Summary:

• The article title asks whether Tesla FSD unsupervised version is about to launch, and records a further conversation with Grok AI robot Ara.
• The material only contains the title, and does not provide the specific timing, version number, feature details, or official confirmation information for the FSD unsupervised version.

📊 Ticker: TSLA

Source: CleanTechnica · 09-26 21:51 (Beijing Time)

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🔴 [Regulatory Filing] Tesla in talks with Irish transport authorities over FSD approval, EU vote delayed

Summary:
According to professional media outlet Not a Tesla App, Tesla is in talks with Irish transport authorities over local approval of FSD (Supervised), bypassing the EU-level vote delay; Tesla confirms it has already obtained approval in seven European markets including the Czech Republic.

Content Summary:

• The EU-wide FSD regulatory vote originally scheduled for October 6 has been postponed to no earlier than December, and Tesla has instead approached individual member state governments directly.
• According to the Irish Examiner, Tesla confirmed it is working with Irish authorities to secure local FSD approval; Tesla stated that FSD (Supervised) received regulatory approval in the Czech Republic earlier this week, making it the seventh European market to recognize the feature.
• Tesla's cumulative deliveries in Ireland have surpassed 15,000 vehicles, with over 2,729 new registrations so far in 2026, and it is preparing to open a new retail center in north Dublin.
• The article notes that the Netherlands was the first EU country to approve FSD, using the exemption framework of the Dutch vehicle authority RDW; several other EU member states, including Italy, are also close to obtaining FSD regulatory approval.
• Citing data from FSD's first full year in Australia and New Zealand, Tesla says collisions were reduced by 40%; Sweden and France have raised objections to FSD, arguing it may speed, and have urged the EU to reject EU-wide approval.

📊 Ticker: TSLA
🧭 Market Stance: Neutral

Source: Not a Tesla App · 09-27 05:02 (Beijing Time)

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🔴 [Analyst view] Tesla unveils new-generation Semi heat pump and electric drive system

Summary:
Not a Tesla App reports that Tesla has started mass production of the new Semi in Sparks, Nevada, and at the launch event, Engineering Vice President Lars Moravy and Semi Program Director Dan Priestley presented technical details of the production version's thermal management system, electric drive unit, and electric steering.

Content summary:

• Tesla held a launch event this week in Sparks, Nevada, announcing the start of mass production of the new Semi; Engineering Vice President Lars Moravy and Semi Program Director Dan Priestley attended and gave technical presentations.
• The new Semi features a new-generation heat pump called Megamanifold, which can simultaneously run cabin air conditioning and heating and cooling for the entire powertrain; Tesla's official Semi account says it can recover waste heat from the powertrain for cabin heating.
• Because it was developed concurrently with the Cybercab, the Semi and Cybercab share a core thermal management architecture; Tesla says "one thermal management system serves both the most efficient model and the largest model."
• The production electric drive unit replaces the early prototype's carbon-fiber-wrapped rotor with a steel-cage rotor, which Tesla says is cheaper, more reliable, and more efficient; the stator uses a bar-winding design shared with the Cybertruck, allowing reuse of the existing supply chain and reducing costs.
• The production Semi eliminates traditional hydraulic power steering in favor of fully electric power steering derived from the Cybertruck's 48-volt architecture; Tesla says it is the first heavy truck to use electric steering, eliminating the hydraulic compressor and hydraulic fluid.
• The average fully loaded energy consumption announced at the event is about 1,700 Wh/mile; fuel cost data shared at the event shows that diesel operating costs have fluctuated between 0.50 and 0.80 dollars per mile over the past few years, while the Semi's electricity cost has remained stable in the 0 dollars per mile range (the original data is truncated here).

📊 Ticker: TSLA
🧭 Market view: Neutral

Source: Not a Tesla App · 09-27 01:05 (Beijing time)

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🔴 [Media Report] Tesla Robotaxi and Cybercab Texas fleet combined exceeds 500 vehicles

Summary:
According to Tesla Oracle, Tesla's Robotaxi and Cybercab fleets in Texas have combined exceeded 500 vehicles.

Content Summary:

• Tesla Oracle reports that Tesla's Robotaxi fleet in Texas is 420 vehicles, and the Cybercab fleet is 126 vehicles, totaling more than 500 vehicles.

📊 Ticker: TSLA

Source: Google News · 09-26 17:49 (Beijing Time)

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Summary

CarBuzz 发文称，特斯拉 Cybercab 使 2021 至 2024 款 Model 3 和 Model Y 成为二手市场便宜货，但存在一个附带条件。

Key points

• CarBuzz 文章称，特斯拉 Cybercab 让 2021 至 2024 款 Model 3 和 Model Y 变成了二手便宜货。
• 文章同时提到这一变化附带一个条件，但素材未提供该条件的具体内容。

📊 标的：TSLA

Source: Google News · 09-26 09:01（北京时间）

Summary

据 Stocktwits 报道，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疑，特斯拉股价面临周线下跌。

Key points

• Stocktwits 报道称，散户投资者在特斯拉 Q2 财报公布前就未实现的 Robotaxi 目标质询马斯克。
• 报道提及特斯拉股价面临每周亏损。

📊 标的：TSLA
🧭 市场口径：利空

Source: Google News · 09-26 05:14（北京时间）

Summary

财联社梳理隔夜全球要闻，涵盖美伊谈判、美联储官员表态、美债收益率、Meta诉讼及特斯拉Optimus产量等多项内容。

Key points

• 伊朗总统表示德黑兰愿意恢复《伊斯兰堡谅解》并履行相关承诺；伊朗外长称已向美国传达一项具体的7天计划，若美方接受，霍尔木兹海峡将会开放；美国官员称双方正通过中间人就该计划进行讨论，并继续就核问题沟通。
• 美联储哈玛克称潜在通胀可能高于目标，需要确保货币政策处于限制性立场；施密德称仍未解决通胀问题；威廉姆斯称不能忽视持续的供应冲击。四位知情人士称，美联储正在制定计划，拟提高触发对大型银行实施更严格监管的资产门槛。
• 周五盘中美国国债收益率继续飙升，10年期升至5.22%以上，30年期突破5.5%，续创2004年以来新高。高盛预计美国超大规模云计算企业2026年资本开支约8000亿美元，市场普遍预计2027年进一步升至1.1万亿美元。Anthropic正洽谈规模达1吉瓦的数据中心容量交易，预计投资至少400亿美元。
• Meta在美国新墨西哥州败诉，或面临高达2190亿美元罚款。据报道，特斯拉近几个月将Optimus人形机器人产量提高约10倍，但公司仍在努力实现大规模可靠生产。微软发布新版Copilot，引入Home、Code和Autopilot三大AI功能。
• 美股三大指数集体收涨，道指涨0.93%，标普500涨0.51%，纳指涨0.48%；苹果涨超1%，再创历史收盘新高，总市值逼近5万亿美元。国际原油期货结算价收跌超2%；COMEX黄金期货涨0.52%报4320.5美元/盎司，白银涨1.11%报64.71美元/盎司。

🧭 市场口径：中性

Source: 财联社 · 09-26 06:00（北京时间）

Summary

CleanTechnica 发文称，特斯拉方面表示其 Full Self Driving（FSD）能够挽救生命，同时该功能需以每月 99 美元的价格订阅获取。

Key points

• CleanTechnica 文章称，特斯拉主张其 Full Self Driving（FSD）可以挽救生命。
• 用户需支付每月 99 美元才能获得该功能。

📊 标的：TSLA

Source: CleanTechnica · 09-25 22:11（北京时间）

Summary

新浪财经报道称，通用汽车在密歇根州沃伦市实验室调试出18款新型电池化学体系方案，计划2028年至少在一款全新商用电动车上搭载锰基电池。

Key points

• 过去一年，通用汽车位于密歇根州沃伦市的一座大型实验室调试出18款新型电池化学体系方案，目标是降低电池成本。
• 通用管理层认为，如果能敲定依靠廉价锰元素的特殊电池配方，公司有机会推出大量走量的平价电动车。
• 如果测试顺利完成量产放大，通用计划2028年至少在一款全新商用电动车搭载这款锰基电池，并在后续几年推广至更多车型。
• 这座测试工厂投产、正极材料试生产的消息为首次披露。
• 八个月前，通用对电动车相关投资计提60亿美元减值损失；2024至2025年间，旗下自动驾驶子公司Cruise带来约11亿美元投资减值，该公司已于2024年末关停。

Source: 新浪财经 · 09-26 03:38（北京时间）

🔽 [Media Report] Tesla Semi factory aims for an annual production capacity of 50 thousand vehicles; autonomous driving is about to be launched.

Abstract:
According to overdriveonline.com, the Tesla Semi factory is committed to an annual production capacity of 50 thousand vehicles, and the Autopilot feature is about to be launched.

Content Summary:

• The Tesla Semi factory's annual production capacity target is 50 thousand vehicles.
• Semi's autonomous driving feature is about to be launched.

📊 Target: TSLA

Source: Google News · 09-26 01:01 (Beijing time)

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Summary

Electrek报道，欧盟TCMV会议议程仅安排25分钟继续讨论荷兰提出的FSD全欧盟扩展申请，未列入投票，该委员会下次会议最早在12月。

Key points

• 欧盟汽车技术委员会（TCMV）第119次会议议程显示，10月6日会议仅安排11:45至12:10的25分钟“继续讨论荷兰第39条授权申请”，未列入投票环节；该委员会下次会议最早在12月。
• 特斯拉欧洲9月1日在X发帖称FSD已在5个欧盟国家获批、超7万名客户使用，并提到全欧盟投票可能在10月6日进行。
• 荷兰监管机构RDW于2026年4月依据欧盟2018/858法规第39条新技术豁免路径在荷兰批准FSD Supervised，现请求欧盟委员会将其扩展为全欧盟授权。
• 通过需合格多数：27个成员国中至少15国同意且代表至少65%欧盟人口；目前丹麦、比利时、爱沙尼亚、立陶宛、斯洛文尼亚、捷克及荷兰共7国承认荷兰批准，合计约5300万人口，约占欧盟人口12%。
• 瑞典要求特斯拉移除将系统设定在限速以上的功能否则应拒绝，北欧监管机构还提出冰路和驾驶员注意力问题；法国以超速和城市驾驶员注意力为由拒绝承认荷兰批准；德国、意大利、西班牙尚未承认。
• 本周布鲁塞尔行人安全组织测试发现，在已批准该系统的国家，FSD在55%的30公里每小时路段中超速。

📊 标的：TSLA
🧭 市场口径：利空

Source: Electrek · 09-26 01:31（北京时间）

Summary

Not a Tesla App 报道，一辆在澳大利亚巡展的 Cybercab 通过 21 英寸中控屏展示了疑似的消费端软件界面，内容与 Model 3/Y 高度相似，并包含数字化座椅调节菜单。

Key points

• 澳大利亚汽车频道 CarSauce 在悉尼 Alexandria 特斯拉展厅拍摄了一辆展出的 Cybercab，视频经 X 用户 @CARN0N 转发后引发讨论；这是首次公开看到可能是面向私人车主的 Cybercab 软件界面。
• 界面左侧为车辆 3D 模型（哑光金色），带有蝶翼门和后备箱的点击开启按钮；右侧为地图（左滑可切换为可平移大图）、媒体源选择及 YouTube、Netflix 等 Tesla Theater 应用入口。
• 座椅调节菜单通过曲面滑块控制整排座椅前后移动和靠背放倒，设置可保存至个人驾驶员配置文件；原因是 Cybercab 座椅本身没有物理调节开关。
• 报道提到此前已曝光过该界面的分屏车辆可视化与地图视图，以及用于手动挪车的屏幕摇杆控制。
• Cybercab 目前仍仅在得克萨斯州奥斯汀以商业化、地理围栏方式运营，特斯拉尚未开放标准零售订购配置器；马斯克多次表示计划在年底前交付首辆售价低于 3 万美元的消费者自有 Cybercab，并与 MKBHD 就此时间线公开打赌。

📊 标的：TSLA

Source: Not a Tesla App · 09-25 23:59（北京时间）

🟡 [Analyst take] Electrek long-form: Tesla Optimus weekly production rises to hundreds of units, but the robot still cannot generalize

Summary:
Electrek, citing a report from The Information, says Tesla has raised weekly production of its Optimus humanoid robot to hundreds of units at its Fremont factory, roughly 10 times the level of Q2, but the robots coming off the line still cannot handle general-purpose tasks.

Content summary:

• The Information's report shows that during Tesla's small-batch testing phase in Q2, only dozens of Optimus units were produced per week, rising to hundreds per week by August. Management's goal is to build a continuous automated production line before the end of the year, achieving capacity of more than 1,000 units per week, with an eventual target of about 20,000 units per week. The line is located where the Model S and Model X were previously produced; Tesla discontinued those two flagship models in early May, moving workers and engineers from the S/X and Model Y programs to the robot program.
• Most Optimus units are currently used for internal testing, training and data collection. Robots working inside Tesla's factories are confined to controlled, supervised areas and programmed for specific tasks rather than operating as general-purpose machines. The V3 version currently in production is not the version planned for commercialization; the latter still needs to pass stricter durability and reliability thresholds.
• The report describes that Optimus's hands and forearms contain more than 100 screws and small components, and workers still assemble them by hand. Fixtures at multiple workstations, including those for hands, joints and electronics testing, cannot consistently align parts that are smaller and have tighter tolerances than auto parts, resulting in more robots needing rework after coming off the line. Some hand tactile sensors have reliability issues, and Tesla plans to add replaceable "sensing gloves" next year to avoid replacing the entire hand.
• Tesla relies on external suppliers (many in China) for precision gears for motors and actuated joints. Some suppliers can make qualified parts at prototype volumes but struggle to maintain consistent quality at higher production volumes. Three people familiar with the system told The Information that Optimus's AI still cannot reliably handle a wide range of tasks and behaves unpredictably in situations it has not been trained on. Tesla is trying to build a library of basic motions so the robot can recombine them for new jobs, but Optimus reportedly still needs several days to learn even basic tasks.
• Tesla already has more than 500,000 hours of training data and aims to double that before the end of the year. The company has moved most of its autonomous driving data annotation team to the Optimus program, hired dedicated data collectors who wear camera helmets and motion-capture suits, and set up training centers in Colorado, Arizona and Florida. Tesla plans to offer Optimus to a small number of factories and warehouses similar to its own on a lease rather than sale basis, and use deployment data to improve the AI. Musk said in January, 2025 that about 10,000 Optimus units would be produced that year, with "thousands" doing useful work before the end of the year; a year later he admitted that zero Optimus robots were doing useful work at Tesla. He also promised to unveil V3 in mid-2026, but as of late September that demonstration had not yet happened. XPeng launched an automated production line for its IRON humanoid robot in Guangzhou this month, targeting commercial sales in 2027.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Electrek · 09-25 22:45 (Beijing time)

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🟡 [Musk tweet update] EU official website agenda shows Tesla supervised FSD vote postponed to December

Summary:
According to the agenda published on the EU official website, the vote originally scheduled for October on approving Tesla's supervised Full Self-Driving system across the EU has been postponed, and the next possible decision window is no earlier than December.

Content summary:

• The agenda published on the EU official website shows that the vote to allow Tesla's supervised Full Self-Driving system to be rolled out across the EU has been postponed from October, and the next possible decision opportunity is no earlier than December.
• The vote was originally planned to concern the approval of Tesla's supervised FSD system across the entire EU.

📊 Ticker: TSLA

Source: X dynamic monitoring · 09-25 22:02 (Beijing time)

🔴 [Media report] Tesla Semi enters mass production, new Nevada factory annual capacity 50 thousand units

Summary:
Electrek reports that Tesla started high-volume production at its Nevada Semi factory on the evening of September 24, with the company saying the factory has an annual capacity of 50 thousand units, deliveries "starting now," and posting 13 posts on X revealing the redesigned Semi.

Content summary:

• Tesla held a launch event on the evening of September 24 at its Semi factory in Sparks, Nevada, located next to Gigafactory Nevada and covering 1.8 million square feet; the first production vehicle rolled off the line this April, and Tesla calls it "our first factory built for the Semi."
• The Semi was unveiled in 2017 and was originally scheduled to enter production in 2019, a delay of seven years to date; Tesla says the Standard, Long Range, and European-spec versions are built on the same production line.
• The battery switched from 2170 cells to Tesla's in-house 4680 cells; Tesla says "less battery mass, fewer kWh, no compromise on range," but did not disclose the new battery pack capacity; the final specs announced this February are Standard Range 325 miles and Long Range 500 miles at 82,000 pounds, with energy consumption of 1.7 kWh/mile.
• The drive unit switched to a steel-cage rotor, with a bar-wound stator shared with the Cybertruck; the Semi is the first heavy-duty truck to adopt electric steering, which Tesla says "lays the foundation for future autonomous driving"; thermal management uses the same "Megamanifold" heat pump system as the Cybercab.
• Tesla says the Semi fleet's uptime exceeded 98% in 2026, and that Megacharger can add back up to 60% range in 30 minutes; Megacharger sites are concentrated in California, Texas, and the East Coast, with large gaps in the Mountain West and Plains.
• Tesla did not confirm pricing at the event; Electrek previously reported that Tesla quoted 290 thousand dollars for the 500-mile version of the Semi, and about 260 thousand dollars for the Standard Range.
• Customer vehicles at the event bore logos including PepsiCo, DHL, US Foods, ABF, Einride, IMC Logistics, and WattEV; earlier this week, the ZET SCALE coalition selected Tesla as the primary supplier for 2,500 electric trucks, and Einride placed an order for 500 units on August.

📊 Ticker: TSLA
🧭 Market stance: Neutral

Source: Electrek · 09-25 20:31 (Beijing time)

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