TESLA / SHAREAI & FSD NEWS
视频关于频道加入 Telegram ↗

Tesla / 特斯拉 资讯

阅读特斯拉交付、车型、公司动态与 Tesla 相关新闻。 内容同步自 Tesla Share 中文 Telegram 频道 @Tesla_share。

内容来自 @Tesla_share,按发布时间排列。

查看全部已归档Tesla / 特斯拉消息 →

频道消息

English translation could not be completed · Chinese original shown

FSD / RobotaxiTesla / 特斯拉

分析师在二季度财报前押注特斯拉 Robotaxi 与 Cybercab 业务

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。

阅读全文

摘要

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。

内容总结

  • 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

来源:Google News · 10-05 01:53(北京时间)

#Tesla#Robotaxi
Google News
频道原文 ↗

English translation could not be completed · Chinese original shown

Tesla / 特斯拉

特斯拉 Model Y 库存车提供近 3000 美元折扣

The Driven 报道称,特斯拉对 Model Y 库存车提供近 3000 美元折扣,以吸引新销量。

阅读全文

摘要

The Driven 报道称,特斯拉对 Model Y 库存车提供近 3000 美元折扣,以吸引新销量。

内容总结

  • The Driven 报道称,特斯拉对 Model Y 库存车提供近 3000 美元折扣。
  • 报道将该动作描述为又一次降价,目的是吸引新销售。

📊 标的:TSLA
🧭 市场口径:中性

来源:The Driven · 10-05 09:25(北京时间)

#Tesla#ModelY
The Driven
频道原文 ↗
FSD / RobotaxiAI / 算力

Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla

Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla配图

[Regulatory filing] Tesla FSD becomes a sales driver, luxury real estate agent gives each of 10 employees a Tesla Summary: Tesla Oracle reports t…

阅读全文

🔴 [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

#Tesla#FSD
Tesla Oracle
频道原文 ↗
FSD / RobotaxiTesla / 特斯拉

TradingKey publishes an article reviewing Tesla's Nevada Robotaxi progress, China recall, and Cybercab launch expectations

Summary: TradingKey published a Tesla price outlook article, mentioning progress on the Nevada Robotaxi, the China recall forming a hedge, and th…

阅读全文

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)

🔗 Read the original article

#Tesla#Robotaxi
Google News
频道原文 ↗

English translation could not be completed · Chinese original shown

FSD / RobotaxiTesla / 特斯拉

散户在二季度财报前就 Robotaxi 目标未达标质询马斯克,特斯拉股价面临周度下跌

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。

阅读全文

摘要

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。

内容总结

  • 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

来源:Google News · 10-04 14:35(北京时间)

#Tesla#马斯克
Google News
频道原文 ↗

English translation could not be completed · Chinese original shown

FSD / RobotaxiAI / 算力

崔东树发文梳理9月全球汽车整车股市值变化

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。

阅读全文

摘要

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。

内容总结

  • 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

来源:新浪财经 · 10-04 18:59(北京时间)

#Tesla#汽车股市值
Sina Finance
频道原文 ↗

English translation in progress · Chinese original shown

Tesla / 特斯拉

特斯拉宣布 Q3 2026 财报电话会及网络直播安排

特斯拉公布 2026 年第三季度财报电话会的时间,马斯克及其团队将出席网络直播。

阅读全文

摘要

特斯拉公布 2026 年第三季度财报电话会的时间,马斯克及其团队将出席网络直播。

内容总结

  • 特斯拉宣布 Q3 2026 财报电话会及网络直播的日期和时间。
  • 电话会由马斯克及其团队主持,以网络直播形式进行。

📊 标的:TSLA

来源:Google News · 10-04 17:12(北京时间)

#Tesla#马斯克
Google News
频道原文 ↗

English translation could not be completed · Chinese original shown

FSD / RobotaxiAI / 算力

特斯拉宣布 Q3 2026 财报电话会定于 10 月 21 日举行

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。

阅读全文

摘要

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。

内容总结

  • 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

来源:Tesla Oracle · 10-04 17:09(北京时间)

#Tesla#财报电话会
Tesla Oracle
频道原文 ↗
FSD / RobotaxiTesla / 特斯拉

Benzinga reports Tesla Robotaxi nighttime recognition problem, Musk replies saying "gray cat on gray asphalt"

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

阅读全文

🟡 [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)

🔗 Read original article

#Tesla#马斯克
Google News
频道原文 ↗
FSD / RobotaxiTesla / 特斯拉

Tesla delays Robotaxi nighttime operating hours and addresses the issue of avoiding pets on low-light roads

[Media Report] Tesla delays Robotaxi nighttime operating hours and addresses the issue of avoiding pets on low-light roads Summary: According to…

阅读全文

🟡 [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)

🔗 Read the original article

#Tesla#Robotaxi
Google News
频道原文 ↗

English translation in progress · Chinese original shown

FSD / RobotaxiAI / 算力

马斯克称特斯拉 FSD 夜间首要目标是避免撞到宠物

马斯克称特斯拉 FSD 夜间首要目标是避免撞到宠物配图

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。

阅读全文

摘要

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。

内容总结

  • 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

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

#Tesla#FSD
Not a Tesla App
频道原文 ↗
AI / 算力Tesla / 特斯拉

Not a Tesla App 梳理:美国 Model 3 / Model Y Performance 订单含终身 Premium Connectivity

Not a Tesla App 发文梳理,美国 Model 3 Performance 与 Model Y Performance 下单即含终身 Premium Connectivity,该订阅正常价格为每月 9.99 美元或每年 99 美元;文章同时说明该权益不可转让,卖车后失效。

阅读全文

摘要

Not a Tesla App 发文梳理,美国 Model 3 Performance 与 Model Y Performance 下单即含终身 Premium Connectivity,该订阅正常价格为每月 9.99 美元或每年 99 美元;文章同时说明该权益不可转让,卖车后失效。

内容总结

  • 在美国订购 Model 3 Performance 或 Model Y Performance,订单包含终身 Premium Connectivity,正常订阅价为每月 9.99 美元或每年 99 美元另加税。
  • 文章称该订阅不可转移,车辆售出后权益终止;每持有一年至少省 99 美元,持有五年约省近 500 美元。
  • 文章列出 Premium Connectivity 覆盖内容:音乐与视频流媒体、重新设计后的 Caraoke 应用、网页浏览器、Grok;配备 AMD 芯片的车辆还支持 Zoom、Discord 和 Teams;部分流媒体应用仍需单独订阅。
  • 地图功能方面,该订阅提供实时路况视觉、卫星视图、天气雷达、3D 建筑、红绿灯与测速摄像头图标;同时解锁哨兵模式实时摄像头访问,以及 Tesla 应用内的行车记录仪和哨兵模式片段。
  • 文章称导航、手机通知、软件更新、路线拥堵更新等基础功能在所有特斯拉车辆上免费;多数娱乐功能可通过 Wi-Fi 或手机热点使用,但实时路况和卫星视图需订阅。
  • 特斯拉常在其他车型和配置上以限时购车权益形式提供免费 Premium Connectivity,Model 3 和 Model Y Performance 的不同之处在于永久包含;此前 Model S 和 Model X 曾为首任车主终身包含免费超充和 Premium Connectivity,直到今年早些时候停供。

📊 标的:TSLA

来源:Not a Tesla App · 10-04 03:17(北京时间)

#特斯拉#马斯克
Not a Tesla App
频道原文 ↗

English translation could not be completed · Chinese original shown

能源 / 电池Tesla / 特斯拉

Tesla 2026 年三季度交付量环比增 1.3%、同比降 2.1%,能源业务放缓

据 Tesla Oracle 报道,特斯拉 2026 年第三季度汽车交付量环比增长 1.3%、同比下降 2.1%,能源业务同时出现放缓。

阅读全文

摘要

据 Tesla Oracle 报道,特斯拉 2026 年第三季度汽车交付量环比增长 1.3%、同比下降 2.1%,能源业务同时出现放缓。

内容总结

  • 特斯拉 Q3 2026 交付量环比增长 1.3%,同比下降 2.1%。
  • 特斯拉能源业务也出现放缓。

📊 标的:TSLA

来源:Google News · 10-04 01:17(北京时间)

#Tesla
Google News
频道原文 ↗

English translation in progress · Chinese original shown

Optimus / 机器人AI / 算力

特斯拉削减 AI5 与 AI6 芯片内存以提升产量

特斯拉削减 AI5 与 AI6 芯片内存以提升产量配图

Not a Tesla App 报道,马斯克在 X 上称特斯拉将 AI5 内存减半至 72GB LPDDR5、AI6 削减三分之一至 144GB LPDDR6,目的是为 Optimus 量产获取足够芯片量,随后又将 AI5 上调至 96GB。

阅读全文

摘要

Not a Tesla App 报道,马斯克在 X 上称特斯拉将 AI5 内存减半至 72GB LPDDR5、AI6 削减三分之一至 144GB LPDDR6,目的是为 Optimus 量产获取足够芯片量,随后又将 AI5 上调至 96GB。

内容总结

  • 马斯克本周早些时候在 X 上表示,特斯拉将 AI5 内存减半至 72GB LPDDR5,AI6 削减三分之一至 144GB LPDDR6,称这是“为 Optimus 生产获得足够产量的唯一方式”,并称此举大幅降低成本。
  • 马斯克称对 Optimus 性能的影响“可忽略不计”,原因是内存带宽比总容量更构成限制,而整体带宽未变。
  • 马斯克随后小幅调整计划:AI5 上调至 96GB,理由是“否则特斯拉将是唯一使用 LP5 最小内存版本的公司”,最终 AI5 内存比原计划少三分之一而非一半。
  • 作为对比,当前 AI4 电脑配备 32GB GDDR6(每主板两颗芯片各 16GB),Hardware 3 每芯片仅 8GB LPDDR4;特斯拉还在开发 AI4+(AI4.5)升级,预计将 AI4 内存翻倍至每芯片 32GB、总计 64GB。
  • 三星近期已在得州泰勒工厂开始 AI5 试产,量产目标为 2027 年;马斯克称单颗 AI5 芯片算力是完整双芯片 AI4 电脑的五倍,并称 AI5 不会先用于车辆,Optimus 和 AI 训练集群优先。

来源:Not a Tesla App · 10-04 00:32(北京时间)

Not a Tesla App
频道原文 ↗

English translation in progress · Chinese original shown

FSD / RobotaxiTesla / 特斯拉

马斯克解释特斯拉 Robotaxi 为何夜间停运,激光雷达成对照焦点

马斯克解释特斯拉 Robotaxi 为何夜间停运,激光雷达成对照焦点配图

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。

阅读全文

摘要

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。

内容总结

  • 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

来源:Electrek · 10-03 22:36(北京时间)

#Tesla#马斯克
Electrek
频道原文 ↗
Tesla / 特斯拉

electrive: Tesla factory Q3 production recovered to normal levels

[Media report] electrive: Tesla factory Q3 production recovered to normal levels Summary: electrive reports that Tesla's factories' third-quarter…

阅读全文

🟡 [Media report] electrive: Tesla factory Q3 production recovered to normal levels

Summary:
electrive reports that Tesla's factories' third-quarter production recovered to normal levels.

Content summary:

  • electrive published a report titled "Q3 figures: Tesla factories regains production footing," stating that Tesla's factories regained their production pace in the third quarter.

📊 Ticker: TSLA

Source: electrive · 10-03 00:00 (Beijing time)

🔗 Read the original article

#Tesla#马斯克
electrive
频道原文 ↗
SpaceX / 星链Tesla / 特斯拉

Starlink Mini drops to 149 USD in the US

[Media report] Starlink Mini drops to 149 USD in the US Summary: According to driveteslacanada.ca, the price of Starlink Mini in the US has dropp…

阅读全文

🟡 [Media report] Starlink Mini drops to 149 USD in the US

Summary:
According to driveteslacanada.ca, the price of Starlink Mini in the US has dropped to 149 USD.

Content summary:

  • Starlink Mini price cut to 149 USD in the US.

📊 Ticker: SPCX / SpaceX

Source: Google News · 10-03 07:18 (Beijing time)

🔗 Read the original article

#SpaceX#星链
Google News
频道原文 ↗

English translation could not be completed · Chinese original shown

能源 / 电池Tesla / 特斯拉

马斯克转发特斯拉 Q3 2026 产销量及储能部署数据

马斯克在 X 上转发了特斯拉官方账号发布的 2026 年第三季度生产、交付及储能部署数据,并附有公司更新直播安排。

阅读全文

摘要

马斯克在 X 上转发了特斯拉官方账号发布的 2026 年第三季度生产、交付及储能部署数据,并附有公司更新直播安排。

内容总结

  • 马斯克转发了特斯拉官方账号发布的 Q3 2026 数据:产量 464,391 辆,交付量 486,532 辆,储能部署 13.7 GWh。
  • 原帖同时提到,特斯拉 Q3 公司更新将于 10 月 21 日美国中部时间下午 4:30 在 X 上直播,并附有投资者关系页面链接。

📊 标的:TSLA

来源:Elon Musk / X · 10-03 13:44(北京时间)

🔗 查看 X 原帖

#Tesla#马斯克
Elon Musk / X
频道原文 ↗
FSD / RobotaxiTesla / 特斯拉

Musk says Robotaxi nighttime operations are restricted out of consideration for pet safety

[Media report] Musk says Robotaxi nighttime operations are restricted out of consideration for pet safety Summary: According to media reports, Mu…

阅读全文

🟡 [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)

🔗 Read the original article

#Tesla#马斯克
Google News
频道原文 ↗

English translation in progress · Chinese original shown

AI / 算力Tesla / 特斯拉

科技媒体人称台积电正探索与马斯克 Terafab 晶圆厂合作

科技媒体人 Tim Culpan 爆料称,台积电正在探索与马斯克旗下 Terafab 晶圆厂的合作事宜。

阅读全文

摘要

科技媒体人 Tim Culpan 爆料称,台积电正在探索与马斯克旗下 Terafab 晶圆厂的合作事宜。

内容总结

  • 该媒体人称台积电 (TSMC) 正在探索与 Elon Musk 旗下 Terafab 晶圆厂的合作事宜。
  • Terafab 此前已与 Intel 达成合作。
  • 近来有风声传出台积电考虑在美国设立第二园区,Terafab 所在的得克萨斯州是最可能的落脚点。

📊 标的:Terafab / 马斯克生态

来源:新浪财经 · 10-03 11:21(北京时间)

#Tesla#马斯克
Sina Finance
频道原文 ↗

English translation could not be completed · Chinese original shown

SpaceX / 星链Tesla / 特斯拉

Electrek 播客梳理特斯拉 Roadster 延期与 Q3 交付等议题

Electrek 播客梳理特斯拉 Roadster 延期与 Q3 交付等议题配图

文章梳理了 Electrek 播客本期讨论的议题清单,包括特斯拉 Roadster 延期、美国电动车交付、换电回归等话题,并列出播客将涉及的多篇文章标题。

阅读全文

摘要

文章梳理了 Electrek 播客本期讨论的议题清单,包括特斯拉 Roadster 延期、美国电动车交付、换电回归等话题,并列出播客将涉及的多篇文章标题。

内容总结

  • 本期播客讨论特斯拉 Roadster 延期、美国电动车交付情况以及换电模式回归等话题。
  • 文章列出播客将讨论的文章标题,包括特斯拉 Q3 2026 交付量下滑 2% 至 486,532 辆但超过预期。
  • 文章列出的标题还包括特斯拉 Model 3 在美国获得续航和性能提升并配备新的 16 英寸屏幕。
  • 文章列出的标题还包括特斯拉获得 SEC 批准,允许散户股份在 SpaceX 合并前由董事会自动投票。
  • 文章列出的标题还包括特斯拉申请“电动风扇车”专利,配备 4 个涵道风扇,在 Roadster 亮相前。

📊 标的:TSLA
🧭 市场口径:中性

来源:Electrek All · 10-03 03:20(北京时间)

#Tesla#马斯克
Electrek All
频道原文 ↗

English translation in progress · Chinese original shown

Tesla / 特斯拉

媒体称特斯拉交付量超预期,汽车业务重回增长轨道

据 The Mighty 790 KFGO 报道,特斯拉交付量超出预期,其汽车业务重回增长轨道。

阅读全文

摘要

据 The Mighty 790 KFGO 报道,特斯拉交付量超出预期,其汽车业务重回增长轨道。

内容总结

  • 特斯拉交付量超出预测。
  • 特斯拉汽车业务重回增长路径。

📊 标的:TSLA

来源:Google News · 10-03 02:11(北京时间)

#Tesla#马斯克
Google News
频道原文 ↗

English translation in progress · Chinese original shown

Tesla / 特斯拉

媒体称特斯拉三季度交付超预期,汽车业务重回增长轨道

媒体报道称,特斯拉第三季度交付量超过华尔街预期,欧洲市场回暖带动其有望结束连续两年销量下滑。

阅读全文

摘要

媒体报道称,特斯拉第三季度交付量超过华尔街预期,欧洲市场回暖带动其有望结束连续两年销量下滑。

内容总结

  • 媒体文章称,特斯拉第三季度交付量超过华尔街预期。
  • 欧洲市场出现反弹,使特斯拉在不依赖美国税收优惠的情况下有望恢复增长。
  • 特斯拉有望结束连续两年的销量下滑。

📊 标的:TSLA
🧭 市场口径:利好

来源:X 动态监测 · 10-03 06:13(北京时间)

#Tesla#马斯克
X updates
频道原文 ↗

English translation could not be completed · Chinese original shown

AI / 算力Tesla / 特斯拉

美国上诉法院临时叫停明尼苏达州 AI 法案,涉 xAI 诉讼

美国上诉法院在 xAI 诉讼案中,临时叫停明尼苏达州涉及 AI 裸照生成的法案。

阅读全文

摘要

美国上诉法院在 xAI 诉讼案中,临时叫停明尼苏达州涉及 AI 裸照生成的法案。

内容总结

  • 新浪财经快讯显示,美国上诉法院在 xAI 诉讼案中临时叫停明尼苏达州的 AI 裸照生成法案。

📊 标的:xAI

来源:新浪财经 · 10-03 05:01(北京时间)

#Tesla#马斯克
Sina Finance
频道原文 ↗
能源 / 电池Tesla / 特斯拉

Tesla launches "Emergency Drive Away" feature, cost of damaging a Supercharger per use is about 25 thousand USD

Tesla launches "Emergency Drive Away" feature, cost of damaging a Supercharger per use is about 25 thousand USD配图

[Regulatory Filing] Tesla launches "Emergency Drive Away" feature, cost of damaging a Supercharger per use is about 25 thousand USD Summary: Tesl…

阅读全文

🔴 [Regulatory Filing] Tesla launches "Emergency Drive Away" feature, cost of damaging a Supercharger per use is about 25 thousand USD

Summary:
Tesla has launched the Emergency Drive Away feature via an OTA software update, allowing the vehicle to shift into gear and drive away while the charging connector is still plugged into the charge port, intended for emergency escape scenarios. The feature will be rolled out in the U.S. market with the 2026.38.3 version update, and the damage caused to a Supercharger per use is about 25 thousand USD.

Content Summary:

  • Tesla announced the Emergency Drive Away feature in a video posted on X; the vehicle can shift into D gear and drive away while the charging connector is still plugged into the charge port. The feature will be rolled out with the 2026.38.3 software update, and as of October 2 it has not yet been rolled out to non-employee vehicle owners.
  • The feature is limited to Tesla vehicles in the United States; Model S and Model X produced before 2021 are not supported.
  • Tesla states that the damage cost to a Supercharger per use is about 25 thousand USD, involving electrical and civil engineering costs; when multiple vehicles charge simultaneously, the loss multiplies.
  • Tesla explicitly states that the feature is for emergency use only; deliberate abuse will incur additional penalties, and damage to the charge port is not covered by the vehicle warranty.
  • According to the Tesla parts catalog, the charge port door for Model 3 or Model Y costs 350 USD, and the charge port itself costs 350 USD, excluding service fees and labor costs; the third-party product EVject is priced at 279 USD.
  • The August Twin Falls shooting incident increased pressure on Tesla to allow drivers to escape in an emergency while the vehicle is still connected to a charger.

Source: Tesla Oracle · 10-03 03:30 (Beijing Time)

🔗 Read the original article

Tesla Oracle
频道原文 ↗
FSD / RobotaxiAI / 算力

Tesla AI Engineer Confirms FSD Will Get Navigation Improvements and Pothole Detection

[Analyst wording] Tesla AI Engineer Confirms FSD Will Get Navigation Improvements and Pothole Detection Summary: Not a Tesla App reports that Tes…

阅读全文

🔴 [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)

🔗 Read the original

#Tesla#FSD
Not a Tesla App
频道原文 ↗

English translation could not be completed · Chinese original shown

Tesla / 特斯拉

📊 【特斯拉收盘总结】

🟢 TSLA 今日收盘上涨 4.65% 开盘价:$360.08 收盘价:$370.59 日内高低:$374.60 / $359.41

阅读全文

📊 【特斯拉收盘总结】

🟢 TSLA 今日收盘上涨 4.65%
开盘价:$360.08
收盘价:$370.59
日内高低:$374.60 / $359.41

Telegram 频道
频道原文 ↗
FSD / Robotaxi能源 / 电池

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

Tesla Robotaxi official website page introduces the autonomous driving fleet network, and separately lists fuel vehicle trade-in promotion terms配图

[Official Update] Tesla Robotaxi official website page introduces the autonomous driving fleet network, and separately lists fuel vehicle trade-i…

阅读全文

🔴 [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

#Tesla#Robotaxi
Tesla Robotaxi 官方
频道原文 ↗

English translation could not be completed · Chinese original shown

能源 / 电池Tesla / 特斯拉

特斯拉公布三季度交付 486,532 辆,储能部署升至 13.7 GWh

据媒体 NewsCord 汇总 11 家媒体报道,特斯拉报告第三季度交付量为 486,532 辆,储能部署量升至 13.7 GWh。

阅读全文

摘要

据媒体 NewsCord 汇总 11 家媒体报道,特斯拉报告第三季度交付量为 486,532 辆,储能部署量升至 13.7 GWh。

内容总结

  • 特斯拉报告 Q3 交付 486,532 辆。
  • 特斯拉报告 Q3 储能部署量升至 13.7 GWh。

📊 标的:TSLA
🧭 市场口径:中性

来源:Google News · 10-03 01:00(北京时间)

#Tesla#马斯克
Google News
频道原文 ↗
FSD / RobotaxiTesla / 特斯拉

TechCrunch says Robotaxi operators blocking emergency responders will face fines

[Media Report] TechCrunch says Robotaxi operators blocking emergency responders will face fines Summary: TechCrunch reports that Robotaxi operato…

阅读全文

🟡 [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)

🔗 Read the original article

#Tesla#Robotaxi
Google News
频道原文 ↗
加载更早消息 ↓