“FSD” 的搜索结果

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:
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] 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

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 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

🟡 [Media report] South Korean National Assembly audit will summon Tesla and BYD to testify on the 8th

Summary:
According to media reports, Tesla and BYD together account for 40% of South Korea's imported car market, and the two companies will attend a South Korean National Assembly audit held on the 8th, with topics involving repair difficulties and incomplete FSD functionality.

Content summary:

• Tesla and BYD together account for 40% of South Korea's imported car market, and the two companies will attend a South Korean National Assembly audit held on the 8th.
• Topics involved in the audit include "repair hell" and "half-finished FSD".

📊 Ticker: TSLA

Silicon Valley 101's latest in-depth video interviewed multiple former Tesla software and hardware engineers, and shared quite a few internal stories that have rarely been made public:

🔹 Musk believed "humans only have two eyes," cut one front-facing camera, and slammed the table and cursed at people during meetings. Later, a blind spot appeared at the front of the car, so it was added back
🔹 The three-chip motherboard was already made, but one or two months before mass production it was changed back to dual-chip because it was "too expensive"
🔹 The real reason for removing radar is said to be that suppliers ran out of stock during the pandemic, not that the technology was already mature
🔹 The end-to-end overhaul reduced 300,000 lines of code to 2,000 lines
🔹 The AI5 chip project was reportedly concealed by its lead for a long time; "two more months" was said for almost a year, after which Musk fired a batch of people
🔹 The cost of the entire HW4 autonomous driving hardware is roughly equivalent to an iPad

📍 At the beginning of the video there is also an on-site test ride of the Cybercab in Austin: two seats, no steering wheel, and no pedals.

💡 The video's conclusion: 13 years later, Tesla and Waymo's two approaches still have not produced a winner. Autonomous driving has entered the second half, where what is compared is safety, cost, and scale; the technical route is no longer the key.

(Note: The internal stories come from the interviewees' personal accounts)

🟡 [Official X Update] Tesla releases a video of a Model Y L owner quoting their experience using FSD Supervised

Summary:
Tesla's official X account posted a quoted content, mentioning using FSD Supervised inside a Model Y L, and calling it the most incredible technology they have ever experienced in a car.

Content summary:

• The post quotes a statement: I am sitting in a Model Y L, using FSD Supervised, this is the most incredible technology I have ever experienced in a car I have sat in.
• The post includes a video link, with the source labeled as @Tesla.

📊 Ticker: TSLA

Summary

专业媒体 Not a Tesla App 报道，德国交通部表示若特斯拉将 FSD 更名为“Tesla Assisted Driving”并将超速上限控制在10%以内，德国将在欧盟投票中支持该系统。欧盟投票已从10月6日推迟至最早12月。

Key points

• 据 @tpgoebel 在 X 上的帖子，德国联邦交通部希望 FSD 在欧盟审批中使用“Tesla Assisted Driving”（TAD）这一名称。德国交通部长 Bilger 据报于9月与特斯拉达成协议，现计划为该系统的欧盟审批进行倡导。
• 德国尚未批准 FSD 在其本国道路上使用。该部表示，根据其目前的调查结果，该系统在“城市交通中表现出特别高的性能”，并要求特斯拉将 FSD 的超速幅度限制在限速的10%以内。
• 特斯拉 FSD 的 Speed Offset 功能目前允许系统在某些条件下超速最高达50%。德国上月已对超速问题提出关切，瑞典敦促布鲁塞尔拒绝欧盟范围的审批，法国和欧洲运输安全委员会等道路安全组织也提出了类似反对意见。
• 欧盟对 FSD 全区域审批的投票已从10月6日推迟至最早12月。投票需要至少15个国家赞成。目前已有8个国家批准 FSD，全球共有16个国家批准使用。特斯拉同时在爱尔兰进行 FSD 审批谈判，意大利等国也接近做出决定。

📊 标的：TSLA
🧭 市场口径：中性

🔴 [Analyst wording] Tesla rolls out 2026.38.3 update, launching Halloween mode

Summary:
Not a Tesla App reports that Tesla has rolled out Halloween mode with software update 2026.38.3, including a ghost car avatar, graveyard parking scene, Trick or Treat mode, Halloween light show, and spooky sound effects, confirmed to support AMD infotainment system vehicles.

Content summary:

• After teasing last week, Tesla has now officially rolled out Halloween mode with the 2026.38.3 update. In its announcement on X, Tesla said the update turns the vehicle into a "haunted house on wheels."
• When enabled, the vehicle avatar becomes a ghost draped in a white sheet; when parked, the full-screen visualization switches to a graveyard scene, including a full moon, haunted house, dead trees, glowing jack-o'-lanterns, and zombie hands reaching out of the ground; when a door opens, the ghost car opens its door in sync, and a skeleton climbs into the vehicle.
• While driving, the vehicle keeps its ghost form in the navigation visualization, surrounding vehicles turn green, and pedestrians become walking skeletons; when using FSD (Supervised), the path ahead changes from blue to purple.
• Trick or Treat mode is like an enhanced version of Sentry Mode: when someone approaches after you leave the vehicle, it plays spooky sound effects and flashes the lights, while still recording as usual; it also adds a new Halloween light show, new lock sound, Halloween-themed wraps, a Polaroid-style photo booth, and spooky Boombox voice lines.
• This mode is confirmed to support AMD infotainment system vehicles; support for Intel vehicles is unconfirmed; due to graphics performance limitations, Intel vehicles will not get the full-screen parking scene and new photo booth stickers, but custom wraps and lock sounds should carry over, while the Halloween driving visuals remain uncertain.
• The same version update also brings Emergency Drive Away (immediately disconnecting from a Supercharger and driving away in an emergency) and Powershare Home Backup for the new Model 3 and Model Y.

📊 Ticker: TSLA

🔴 [Analyst view] Goldman Sachs says Tesla Robotaxi, FSD and Optimus prospects are more important than Q3 earnings

Summary:
Goldman Sachs said in a report that the prospects for Tesla Robotaxi, FSD and Optimus are drawing more attention than Q3 earnings.

Content summary:

• TradingView reported that Goldman Sachs says the prospects for Tesla Robotaxi, FSD and Optimus are more important than Q3 earnings.

📊 Ticker: TSLA

Summary

高盛在特斯拉三季度财报发布前重申中性评级与360美元目标价，并称自动驾驶出租车、FSD与人形机器人对股价的影响将超过三季度财报本身。

Key points

• 高盛预计，Model Y长续航版产能爬坡将带动汽车销售收入提升。
• 高盛称，成本与资本开支上行或限制2026年每股收益的上行空间。
• 高盛认为，自动驾驶出租车、完全自动驾驶系统（FSD）与人形机器人的影响将超过三季度财报本身。

📊 标的：TSLA
🧭 市场口径：中性

Source: 新浪财经 · 10-06 18:12（北京时间）

🔴 [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)

🔗 Read the original article

🟡 [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)

🔗 Read the original article

🔴 [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)

🔗 Read the original article

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

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）