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1952 archived items · Page 9 / 79. This archive grows as older posts are loaded and does not represent the complete channel history. New articles are published on the website first.
[Institution Outlook] CICC: US August CPI slightly exceeds expectations, expects the Fed to raise rates by 25 basis points in September 16 Summar…
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🟢 [Institution Outlook] CICC: US August CPI slightly exceeds expectations, expects the Fed to raise rates by 25 basis points in September 16
Summary: In its CPI data commentary, CICC said that US August inflation rebounded on a month-on-month basis and was slightly above market expectations, having already reached the threshold for a rate hike, and it expects the Fed to raise rates by 25 basis points at the September 16 meeting.
Content summary:
According to CICC, US August CPI rose 0.4% month-on-month on a seasonally adjusted basis (previous month 0.1%), and rose 3.4% year-on-year (previous month 3.4%); core CPI rose 0.3% month-on-month (previous month 0.2%), and rose 2.4% year-on-year (previous month 2.5%), slightly above market expectations.
CICC said the month-on-month rebound in inflation was mainly due to rising energy prices, telecom price increases, and the persistent inflationary pressure brought by AI.
CICC expects the Fed to raise rates by 25 basis points at the September 16 meeting, and it may lower the unemployment rate and raise inflation forecasts, while the dot plot may raise the 2027 and 2028 interest rate paths.
CICC mentioned a more hawkish risk scenario: another rate hike within the year or next year, and once realized, the market may reprice a longer-lasting rate hike cycle.
[Media report] Huatai Securities research report: US August core CPI MoM exceeds expectations, says a Fed September rate hike has become a "must-…
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🟢 [Media report] Huatai Securities research report: US August core CPI MoM exceeds expectations, says a Fed September rate hike has become a "must-do"
Summary: Cailian Press reported on September 12 that a Huatai Securities research report says US August core inflation MoM exceeded expectations, making a Fed September rate hike a "must-do," and reviewed factors such as oil prices, AI-driven price increases, and tariffs that are disrupting the disinflation process.
Content summary:
The Huatai Securities research report says that August core inflation MoM exceeded expectations, making a Fed September rate hike a "must-do," and the credibility risk of September not hiking further rises.
The report mentions that the August CPI data is the core variable for market pricing of whether the Fed will hike in September; the core services ex-housing sub-index that the Fed watches has not shown further slowing momentum.
The report lists factors that may disrupt the US disinflation process: concerns of an oil price spike amid low inventories, the AI price-increase wave transmitting downstream, and a partial new round of tariffs.
The report expects that the CPI data may push neutral voters represented by Waller to turn hawkish at the September FOMC, and internal Fed divisions will reduce resistance to a September rate hike.
The report says that if Warsh cannot deliver on his hawkish commitments at the September Jackson Hole meeting by August, the Fed's credibility will face a greater challenge, and long-end US Treasury yields will be even harder to control.
[Musk tweet update] Musk replied to a netizen saying Grok is not yet the top choice in this field Summary: Musk replied to user slimepriestess on…
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🟡 [Musk tweet update] Musk replied to a netizen saying Grok is not yet the top choice in this field
Summary: Musk replied to user slimepriestess on X, asking which version of Claude was being referred to, and said Grok is not yet the top choice in this field.
Content summary:
Musk replied to slimepriestess saying "of course," but asked which version of Claude it was.
In the reply, Musk said Grok is not yet the top choice in this field.
📊 Ticker: xAI
Source: Elon Musk / X · 09-12 09:09 (Beijing time)
[Analyst view] Tesla AI lead reveals FSD v15 upgrade direction Summary: Not a Tesla App reports that Tesla AI lead Ashok Elluswamy, replying to a…
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🔴 [Analyst view] Tesla AI lead reveals FSD v15 upgrade direction
Summary: Not a Tesla App reports that Tesla AI lead Ashok Elluswamy, replying to an owner on X, said FSD v15 will bring earlier hazard anticipation, faster reaction times, and stronger collision avoidance; the article outlines v15's billion-scale parameter upgrade, HW4 exclusivity, and Robotaxi testing status.
Content summary:
Elluswamy, replying to an owner on X, said v15 will bring earlier hazard anticipation, faster reaction times, and an overall significantly improved safety and collision avoidance capability.
Musk has confirmed that v15 will increase the parameter scale from the current approximately 1 billion by 10 times to 10 billion.
Tesla began rolling out FSD v14.3.9 this month, adding an automatic collision avoidance feature that allows the autonomous driving stack to intervene to avoid sudden obstacles while a human is driving.
The article states that Tesla has been testing FSD v15 in commercial fleets, with Robotaxi vehicles running an early version of v15 in operating areas, and a consumer rollout expected later this year or early next year.
v15 will be limited to HW4/AI4 hardware vehicles; HW3 vehicles will not receive the v15 upgrade, nor will there be a v15 Lite, and HW3 will at most remain on the distilled v14 model.
📊 Ticker: TSLA 🧭 Market view: Neutral
Source: Not a Tesla App · 09-12 05:45 (Beijing time)
[Today's Overview] Tesla and Musk Ecosystem Updates · September 11 Statistics time: as of September 11 21:00 (Beijing time) Summary The past 24 h…
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🟢 [Today's Overview] Tesla and Musk Ecosystem Updates · September 11
Statistics time: as of September 11 21:00 (Beijing time)
Summary The past 24 hours focused on: FSD, Robotaxi and Cybercab, other important updates, SpaceX.
Key Developments
FSD, Robotaxi and Cybercab: Musk reposted a post by @farzyness. The blogger said the SpaceXAI team gave him 50 free Grok codes, each code providing 200 USD of on-demand usage or the Ultra plan.|Details
Other important updates: Tesla Energy stated that about 69,000 Powerwall owners across California are currently sending over 500 MW of power to the grid, helping meet peak demand during the day's heatwave. Tesla Energy said this output scale is equivalent to that of a power plant, but comes from Powerwalls already in people's homes.|Details
SpaceX: SpaceX posted a livestream link on X, stating to watch Falcon 9 (Falcon 9) launch the USSF-153 mission from launch pad 4E in California. The original text did not mention whether the launch has been completed, the specific launch time, or other mission details.|Details
Analyst view: MarcoRPi1, who has long tracked Supercharger station developments, discovered on X that Tesla has submitted planning documents for Austin's second dedicated fleet charging station, with drawings labeled "2323 Ridgepoint Dr – Robotaxi", at 2323 Ridgepoint Drive in northeast Austin, which is an existing Tesla sales, delivery, and service center. The site is planned for 24 DC fast charging stalls, powered by three V4 Supercharger cabinets, equipped with 2,5...|Details
Analyst view: A new page on Tesla's official website is titled Help Us Build Our Robotaxi Network, aimed at businesses interested in purchasing Cybercab fleets and building commercial Robotaxi network infrastructure. The form requires company name, contact information, target deployment region, and lists four main areas of interest, covering fleet, hub, and infrastructure partners.|Details
FSD, Robotaxi and Cybercab: Tesla Cybercab has not yet officially released a complete pricing system; existing public data only comes from Tesla's previously announced per-mile fee range. The article compares Cybercab's estimated price with Uber's real-time quotes after dynamic surcharges, arguing that the two have different pricing logic and subsidy strategies.|Details
Musk reposted a post by @farzyness; the blogger said the SpaceXAI team gave him 50 free Grok codes, each providing $200 worth of on-demand usage or an Ultra plan.｜Details
Musk reposted teslajapan's tweet on X, with the tweet content being "Meet Cybercab"; the tweet mentioned that the Cybercab Japan Tour will be held across a total of 4 venues in Tokyo, Osaka, and Nagoya, with the event "まもなくスタート" (starting soon).｜Details
Musk quoted it Kyle Conner's post and wrote that the factory system for manufacturing the Cybercab is unlike any other car production line.｜Details
SPCX / SpaceX
SpaceX posted a livestream link on X, stating to watch Falcon 9 (Falcon 9) launch the USSF-153 mission from California's 4E launch pad; the original text did not mention whether the launch was completed, the specific launch time, or other mission details.｜Details
SpaceX confirmed via its official X account the deployment of 27 Starlink satellites; the original text did not provide more details such as launch time, location, or satellite orbit.｜Details
SpaceX posted via its official X account, mentioning "Watch Falcon 9 launch 27 Starlink satellites to orbit from California", i.e., launching Falcon 9 from California carrying 27 Starlink satellites into orbit; the post included a livestream link (x.com/i/broadcasts/1…) for users to watch the launch process.｜Details
Tesla Robot / Optimus
Tesla and XPeng are bringing humanoid robots into factories, and production scale is expanding; the report listed 3 ETFs to watch, without disclosing specific names or tickers in the source material.｜Details
Analysts pointed out that Tesla Optimus robot mass production visibility has improved, with 2027-year pre-production guidance exceeding industry expectations; the research report views mentioned that the V3 core supply chain has basically been locked in, and V4 is expected to begin iteration before the end of the year.｜Details
Stocktwits reported that Tesla set the time window for completing the dismantling of the Model S/X production line at 46 days; the report content showed that the production line space after dismantling will shift toward Optimus-related production preparation.｜Details
xAI and Grok Developments
Grok upgraded the Imagine video creation Agent to version 1.5; this update targets the Agent layer, distinct from the underlying video model Grok Imagine Video 1.5 that June has already launched; the new version integrates Image 2.0, and Grok claims it improves generation quality, narrative, and multi-shot continuity, and is better at connecting multiple shots.｜Details
The FAA published the final tiered environmental assessment and finding of no significant impact/record of decision, involving Starship Pacific reentry contingency operations and additional landing trajectories; the proposed action would modify SpaceX's vehicle operator license, authorizing expanded landing zones in Hawaii and the Central Pacific, a landing zone in the Southeast Pacific region, adding a Northeast Pacific contingency landing zone, and approving temporary airspace closures related to additional reentry trajectories to the Boca Chica launch site.｜Details
elonmusk reposted XFreeze's update tweet, which was about another major version update of the Grok Build desktop application; this update (v1.0.22) enables the desktop application tools to connect through a dedicated first-party MCP server.｜Details
Summary: Musk reposted a post by blogger @farzyness, who said the SpaceXAI team gave him 50 free Grok codes, to be given to the first 50 repliers…
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Summary: Musk reposted a post by blogger @farzyness, who said the SpaceXAI team gave him 50 free Grok codes, to be given to the first 50 repliers who agree that the Cybercab should have a steering wheel.
Content summary:
Musk reposted @farzyness's post.
The blogger said the SpaceXAI team gave him 50 free Grok codes, each code providing 200 USD of on-demand usage or the Ultra plan.
The blogger said the first 50 people in his replies who agree that the Cybercab should have a steering wheel will receive codes.
📊 Ticker: TSLA / xAI
Source: Elon Musk / X · 09-11 05:40 (Beijing time)
[Today's Overview] Tesla and Musk Ecosystem Updates · September 10 Statistics period: as of September 10 21:00 (Beijing time) Summary The highlig…
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🟢 [Today's Overview] Tesla and Musk Ecosystem Updates · September 10
Statistics period: as of September 10 21:00 (Beijing time)
Summary The highlights over the past 24 hours centered on: FSD, Robotaxi and Cybercab, analyst commentary, Tesla robots and Optimus.
Key Developments
FSD, Robotaxi and Cybercab: Tesla's stock price rose 2.73% over the past 5 trading days, and the Cybercab launch and Slovenia's approval of FSD (Supervised) were cited as related factors. The article states that some commentators called the Cybercab launch in Austin, Texas, Tesla's "iPhone moment"; the article notes that Musk had originally hoped the Model 3 launch would be that moment, but production hurdles and FSD delays disrupted the plan.|Details
FSD, Robotaxi and Cybercab: Tesla deployed two branches, FSD v14.3.9 and v14.2 Lite, via software update 2026.27.6; HW4 vehicles received the new Automatic Collision Evasion feature, while HW3 vehicles received an improved distilled model. Tester @BLKMDL3 reported that v14.3.9 makes faster and more decisive decisions when changing lanes and creeping through intersections in Hurry mode; previously v14....|Details
Analyst commentary: Today's analyst commentary: analysts focus on FSD scaling.
Analyst commentary: According to the breakdown, 2026.32 the most intuitive change for users in the update is that the wheel and tire configuration interface under "Controls 》 Service" has been completely redesigned, with the previous plain-text dropdown menu replaced by a large visual grid that displays wheel styles side by side along with whether aerodynamic covers are installed. Tesla states in the updated menu text that the selected wheel configuration affects range estimates in the energy app, because not having aerodynamic wheel covers increases air resistance and slightly reduces high-speed efficiency; the article also mentions that recent Tesla app updates...|Details
FSD, Robotaxi and Cybercab: Seeking Alpha published an article comparing Tesla and Waymo's robotaxi businesses following the Cybercab launch. The article calls the two companies "giants" in the robotaxi space.|Details
Tesla robots and Optimus: Drone footage shows that a large amount of steel structure construction work is underway at Giga Texas. The report does not mention the specific purpose of the construction (such as whether it is an Optimus mass-production line) or the completion time.|Details
FSD V14.2 Lite 是 Lite 分支的第二轮更新，除 FSD 改进外，早期测试者发现界面调整，包括停车和导航目的地图钉新增白色边框等。特斯拉 AI 负责人 Ashok Elluswamy 本周确认，FSD V14 Lite 将推送至 Model S 和 Model X，目前早期体验仍限于 Model 3 和 Model Y。
SpaceX：SpaceX 通过官方 X 账号确认部署 27 颗 星链 卫星。 原文未提供发射时间、地点及卫星轨道等更多细节。｜详情
SpaceX：SpaceX 通过官方 X 账号发布动态，提到“Watch Falcon 9 launch 27 星链 satellites to orbit from California”，即从加利福尼亚发射猎鹰9号火箭，搭载27颗星链卫星进入轨道。 该动态附有直播链接（x.com/i/broadcasts/1…），供用户观看发射过程。｜详情
马斯克在 X 上转发了 teslajapan 的推文，推文内容为“Meet Cybercab”；推文提到，Cybercab Japan Tour 将在东京、大阪、名古屋的共4个会场巡回举办，活动“まもなくスタート”（即将开始）。｜详情
马斯克引用 it Kyle Conner 的帖子并配文称，制造 Cybercab 的工厂系统与任何其他汽车生产线都不一样。｜详情
SPCX / SpaceX
SpaceX 通过官方 X 账号确认部署 27 颗 Starlink 卫星；原文未提供发射时间、地点及卫星轨道等更多细节。｜详情
SpaceX 通过官方 X 账号发布动态，提到“Watch Falcon 9 launch 27 Starlink satellites to orbit from California”，即从加利福尼亚发射猎鹰9号火箭，搭载27颗星链卫星进入轨道；该动态附有直播链接（x.com/i/broadcasts/1…），供用户观看发射过程。｜详情
Starlink 在 X 平台发布消息称，现有客户每成功推荐一人即可赚取现金；Starlink 表示，在美国地区，每成功推荐一位符合条件的新客户可获 100 美元。｜详情
