Tesla / 特斯拉归档

Original version label: 2026.38.3.1
Samples involved this time: 3 vehicles installed, accounting for 0%; 58 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: 2026-10-08 03:50 UTC

Summary:
According to Benzinga, Waymo borrows 5 billion USD for its global Robotaxi business expansion.

Content Summary:

• Waymo is borrowing 5 billion USD for global Robotaxi expansion.

📊 Ticker: TSLA

🔴 [Regulatory Filing] Tesla Cybercab's entire door skin falls off after collision in Philadelphia

Summary:
Electrek reports that a gold Tesla Cybercab was involved in a collision this week on Broad Street in Philadelphia, and the outer skin of the driver's-side door fell off entirely; the report also notes that Tesla does not hold a Pennsylvania permit to operate highly automated vehicles, and it remains unclear who was at fault and whether the vehicle was being driven by Tesla software.

Content Summary:

• Reddit user ryephila posted photos showing a gold Cybercab parked on South Broad Street in Philadelphia, about one mile south of City Hall, with the left door skin completely missing, exposing the door's inner frame, window regulator, and wiring harness; the poster said they did not witness the collision and only said it looked like a low-speed accident tore off the left door panel.
• The photos show the glass intact and no bending visible in the underlying structure, with other damage relatively minor: wrinkles in the trim below the door and scratches on the rear fender; in the second photo, a dark-colored sedan is parked behind it, but the report says it cannot be confirmed whether that car was involved, and there is no information on injuries.
• The report says Tesla does not paint the Cybercab, and its body panels are made of mixed-color injection-molded plastic; Tesla engineering head Lars Moravy and design head Franz von Holzhausen told Sandy Munro last year that the colored skin connects to a plastic backing panel, and the entire panel is secured by fasteners accessible from the inside.
• Pennsylvania requires operators of highly automated vehicles (SAE Level 3 and above) to obtain a PennDOT compliance certificate, and the report says the list of PennDOT certificate holders has seven names, with Waymo included and approved to operate in Philadelphia with a safety driver, while Tesla is not on the list.
• The report says the gold Cybercab has been appearing around Philadelphia since mid-September, and The Philadelphia Inquirer previously reported that several were photographed at a Tesla store in Devon, with Tesla not explaining their purpose; based on this, the report says the vehicle on Broad Street was most likely being driven manually or operating with Level 2 driver assistance, with a human in the car responsible.
• The report mentions that Tesla has been putting Cybertruck steering wheels into test Cybercabs for this kind of work, but the photos cannot determine whether this vehicle had a steering wheel; the report also says that under NHTSA's standing general order, crashes involving automated driving systems must be reported even if they cause only property damage above the threshold, while Level 2 crashes are reported only when they involve death, hospitalization, airbag deployment, or hitting a pedestrian or cyclist.

📊 Ticker: TSLA
🧭 Market Stance: Neutral

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

📊 【Tesla Closing Summary】

🔴 TSLA closed down 0.71% today
Opening price: $378.45
Closing price: $377.96
Intraday high/low: $382.35 / $374.43

🔴 [Regulatory Filing] A Tesla Cybercab in Philadelphia was involved in a low-speed collision, and the left door panel fell off, exposing the internal structure

Summary:
Not a Tesla App reported that a Tesla Cybercab was involved in a low-speed collision in Philadelphia, and the left plastic door panel fell off. Photos show internal structures such as the door frame, window regulator, locks, wiring harness, and side impact beam; the party at fault and the specific circumstances of the accident have not yet been confirmed.

Content Summary:

• Tesla observer @TeslaZoa reposted the message on X, saying that this appears to be a relatively low-speed collision that knocked off the Cybercab's left door panel.
• Philadelphia is not within Tesla Robotaxi's operating market, and the article says this Cybercab may have been undergoing validation testing.
• Photos initially shared by a Reddit user show this gold Cybercab parked on a Philadelphia street, with the outer door skin missing, exposing the black inner frame, window regulator, lock hardware, wiring harness, and the side impact beam extending along the length of the door; the window glass is intact, the rocker panel below the sill is wrinkled, and there are scuff marks on the rear quarter panel.
• The article explains that the Cybercab's body panels are manufactured using reaction injection molding, with painting completed inside the mold, without using a traditional paint shop; because the door panel is a plastic part, the article says it is more likely to pop off rather than dent.
• The Cybercab is equipped with 10 adaptive airbags, including front, knee, curtain, and unique side airbags on the inner and outer sides of the seats. A roof-mounted radar sensor can detect whether the seat is occupied by an adult, a child seat, or is empty, in order to adjust airbag deployment; the door also has a mechanical latch that works without power, integrated into the regular electronic door release button.

📊 Ticker: TSLA

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

版本原始标签：2026.33.100 14.2.2.6
本次参与样本：已安装 49 辆，占 0.4%；待安装 18 辆。
这是 TeslaFi 参与车辆的样本数据，不代表全球 Tesla 车队、官方推送比例或发布时间。

首次观测此变更：2026-10-07 16:12 UTC

版本原始标签：2026.33.5 14.3 Lite & 14.3.11
本次参与样本：已安装 3 辆，占 0%；待安装 0 辆。
这是 TeslaFi 参与车辆的样本数据，不代表全球 Tesla 车队、官方推送比例或发布时间。

首次观测此变更：2026-10-07 16:12 UTC

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

媒体报道显示，马斯克对德国支持特斯拉驾驶辅助软件系统表示欢迎，特斯拉正寻求该技术在欧盟范围内获批。

Key points

• 媒体（路透社）报道称，马斯克对德国支持特斯拉驾驶辅助软件系统一事作出回应，予以欢迎。
• 特斯拉正为该技术寻求欧洲范围的批准；交通安全研究人员曾警告该技术存在安全宣传夸大的问题。

📊 标的：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

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

Summary

马斯克在 X 上发帖称，将建造并运营自己的太瓦级芯片工厂。

Key points

• 马斯克在 X 上发帖称，将建造并运营自己的太瓦级芯片工厂。

📊 标的：特斯拉 / 马斯克生态

版本原始标签：2026.33.5 14.3.11
本次参与样本：已安装 2 辆，占 0%；待安装 1 辆。
这是 TeslaFi 参与车辆的样本数据，不代表全球 Tesla 车队、官方推送比例或发布时间。

首次观测此变更：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

Summary

特斯拉多头 Gary Black 发帖提醒投资者，不要将“好公司”与“好股票”混为一谈，并提到估值问题。

Key points

• Gary Black 表示，投资者常犯的错误是把“好公司”等同于“好股票”。
• Black 提到估值因素（Valuation Matters）。

📊 标的：TSLA
🧭 市场口径：中性

版本原始标签：2026.33.5
本次参与样本：已安装 2 辆，占 0%；待安装 1 辆。
这是 TeslaFi 参与车辆的样本数据，不代表全球 Tesla 车队、官方推送比例或发布时间。

首次观测此变更：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

🟡 [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