Tesla news

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

🟡 [Source Monitoring] TeslaFi sample observes software 2026.33.100 installation for the first time

Original version label: 2026.33.100 14.2.2.6
Samples involved this time: 49 vehicles installed, accounting for 0.4%; 18 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 observation of this change: 2026-10-07 16:12 UTC

🟡 [Source Monitoring] TeslaFi sample first observed software 2026.33.5 installation

Original version labels: 2026.33.5 14.3 Lite & 14.3.11
Samples participating this time: 3 vehicles installed, accounting for 0%; 0 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: 2026-10-07 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:
Media reports show that Musk welcomed Germany's support for Tesla's driver assistance software system, as Tesla seeks approval for the technology across the EU.

Content summary:

• Media (Reuters) reported that Musk responded to and welcomed Germany's support for Tesla's driver assistance software system.
• Tesla is seeking Europe-wide approval for the technology; traffic safety researchers have warned that the technology has issues with exaggerated safety claims.

📊 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

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

🟡 [Media report] Musk says he will build and operate a terawatt-scale chip factory

Summary:
Musk posted on X that he will build and operate his own terawatt-scale chip factory.

Content summary:

• Musk posted on X that he will build and operate his own terawatt-scale chip factory.

📊 Targets: Tesla / Musk ecosystem

Original version label: 2026.33.5 14.3.11
Samples involved this time: 2 vehicles installed, accounting for 0%; 1 vehicle pending installation.
This is sample data from TeslaFi-participating vehicles and does not represent the global Tesla fleet, official rollout ratio, or release timing.

First observed this change: 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

🟡 [Media report] Tesla bull Gary Black reminds investors to distinguish between a "good company" and a "good stock"

Summary:
Tesla bull Gary Black posted a reminder to investors not to conflate a "good company" with a "good stock," and mentioned the issue of valuation.

Content summary:

• Gary Black said the mistake investors often make is equating a "good company" with a "good stock."
• Black mentioned the valuation factor (Valuation Matters).

📊 Ticker: TSLA
🧭 Market stance: Neutral

🟡 [Source Monitoring] TeslaFi sample first observed software 2026.33.5 installation

Original version label: 2026.33.5
Samples involved this time: 2 vehicles installed, accounting for 0%; 1 vehicle pending installation.
This is sample data from TeslaFi participating vehicles and does not represent the global Tesla fleet, official rollout proportion, or release timing.

First observed this change: 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