特斯拉 FSD 与 Robotaxi 最新消息

摘要

高盛在报告中称，特斯拉 Robotaxi、FSD 与 Optimus 的前景比 Q3 财报更受关注。

内容总结

• TradingView 报道，高盛称特斯拉 Robotaxi、FSD 和 Optimus 的前景比 Q3 财报更重要。

📊 标的：TSLA

特斯拉 Cybercab 在奥斯汀向公众开放的第二天，博主 Dave Lee 坐了两趟，每趟 40 多分钟。他的评价是：比预期好。

✅ 好的地方

• 腿部空间很大，车内安静，座椅舒服
• 22 英寸大屏，前面什么都不挡，放倒座椅看 YouTube 就像在家看电视
• 没有方向盘、踏板和仪表盘，也就没有"司机去哪了"的别扭感，他说反而更有安全感

⚠️ 不足

• 底盘偏硬，接近 Model 3 的路感，还可以调得更舒适
• 车窗只能开一小条
• 平均要等 40 到 45 分钟才能叫到车

💡 他的判断：等一个城市有几千辆 Cybercab、等车时间降到 5 分钟左右，网约车的形态可能会被改写。

（注：博主本人持有 TSLA 股票）

摘要

据 AutoSpies.com 报道，Tesla 将奥斯汀 Robotaxi 服务时段受限归因于低对比度宠物。

内容总结

• Tesla 就奥斯汀 Robotaxi 服务时间有限作出解释，将其归因于低对比度宠物。

📊 标的：TSLA

Summary:
According to a report by TeslaNorth.com, a Tesla Cybercab passenger was trapped inside the vehicle for 14 minutes while the vehicle circled a parking lot in Austin.

Content summary:

• TeslaNorth.com reported that a Cybercab passenger was trapped for 14 minutes.
• The report said the vehicle circled within a parking lot in Austin.

📊 Ticker: TSLA

Source: Google News · 10-06 07:22 (Beijing time)

🔗 Read the original article

🟡 [Media report] Tesla Robotaxi expands operating hours, Musk responds that the challenge comes from operational constraints

Summary:
Media reports say Tesla Robotaxi expanded its service hours, and Musk explained why expansion faces challenges.

Content summary:

• According to Teslarati, Tesla Robotaxi expanded its operating hours.
• Musk explained why Robotaxi expansion has always been a challenge.

📊 Ticker: TSLA

Source: Google News · 10-06 00:35 (Beijing time)

🔗 Read the original article

Summary:
The Los Angeles Times reports that the number of Los Angeles robotaxi accidents has risen, with data pointing to safer drivers.

Content summary:

• Los Angeles Times reports that Los Angeles robotaxi accidents have increased, with data pointing to safer drivers.

Source: Google News · 10-05 18:00 (Beijing time)

🔗 Read the original article

🟡 [Media Report] Tesla Robotaxi App has launched in more countries

Summary:
According to Not a Tesla App, the Tesla Robotaxi App is now available in more countries.

Content Summary:

• The Tesla Robotaxi App is now live in more countries.

📊 Ticker: TSLA

Source: Google News · 10-06 02:21 (Beijing Time)

🔗 Read the original article

摘要

Not a Tesla App 报道称，特斯拉 Robotaxi 应用现已在英国、澳大利亚、德国、意大利、瑞典、新加坡等地上架苹果 App Store 与 Google Play，供游客赴美前提前安装；但实际 Robotaxi 乘车服务仍仅限美国七个城市。

内容总结

• 应用已在英国、澳大利亚、德国、意大利、瑞典、新加坡等地开放下载，名单仍在增加。
• 海外上架的主要目的是方便游客在赴美旅行前安装，抵达美国后在服务区内即可叫车。
• Robotaxi 服务启动初期，应用仅限 iOS 且需排队候补；今年春季安卓版上线，结束近一年的 iPhone 独占期。
• 目前 Robotaxi 实际运营仍限于美国七个城市；Cybercab 仅在奥斯汀提供乘车服务，但已在迈阿密和达拉斯等活跃市场出现。
• 特斯拉上周延长了奥斯汀的 Robotaxi 运营时间，商业运营持续至晚上 11 点。
• 关于国际扩张，文章称马斯克上月曾表示 Cybercab 可能很快进入欧洲，但文章将其定性为示意而非时间表；欧洲监管机构尚未就监督版 FSD 的全区批准达成一致。

📊 标的：TSLA
🧭 市场口径：中性

来源：Not a Tesla App · 10-06 02:21（北京时间）

🟡 [Media report] Tesla Robotaxi Austin operating hours extended to 11 PM

Summary:
Media reports say Tesla has extended Robotaxi operating hours in Austin to 11 PM, and Musk mentioned that a gray kitten was detected at night.

Content summary:

• Tesla Robotaxi's operating hours in Austin are extended to 11 PM.
• Musk mentioned that a gray kitten was detected at night.

📊 Ticker: TSLA

Source: Google News · 10-05 12:13 (Beijing Time)

🔗 Read the original article

🔴 [Media report] Tesla Robotaxi extends Austin operating hours, Musk responds to lidar controversy

Summary:
Media reports say Tesla Robotaxi extended its operating hours in Austin; Musk responded to the dispute between the camera-only approach and lidar.

Content summary:

• According to a Gadgets 360 report, Tesla Robotaxi's operating hours in Austin were extended.
• Musk defended Tesla's camera-only approach and responded to controversy related to the lidar route.

📊 Ticker: TSLA

Source: Google News · 10-05 18:04 (Beijing time)

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🟡 [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)

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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）

🔴 [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)

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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

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）

🟡 [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

🟡 [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

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）

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）

🟡 [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

🔴 [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

🔴 [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

🟡 [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

摘要

据 NewsBytes 报道，加州通过一项新法律，针对 robotaxi 运营造成的干扰问题。

内容总结

• 加州通过新法，旨在应对 robotaxi 带来的运营干扰。

📊 标的：TSLA

来源：Google News · 10-02 17:18（北京时间）

摘要

媒体 BASENOR 报道称，特斯拉 Cybercab 在得州的车队数量达到 158 辆。

内容总结

• 媒体 BASENOR 报道，特斯拉 Cybercab 在得州的车队规模为 158 辆。
• 该报道以问答形式呈现上述信息。

📊 标的：TSLA

来源：Google News · 10-02 11:05（北京时间）

摘要

TechCrunch 报道称，加州州长纽森签署 SB 1246 法案，要求特斯拉、Waymo、Zoox 等自动驾驶公司在 robotaxi 出问题时为急救人员提供本地现场支持，若车辆阻挡警察或消防人员超过 30 分钟，公司可被罚款。

内容总结

• 法案编号 SB 1246，由州参议员 Dave Cortese 提出，州长 Gavin Newsom 签署成法，对自动驾驶车辆运营商设定一系列新规，针对车辆失灵或干扰急救响应时的安全与响应时间问题。
• 法案要求自动驾驶公司只能聘用位于美国的远程驾驶员，且这些远程驾驶员须持有美国驾照；特斯拉是唯一公开声明拥有可远程直接接管 robotaxi 的远程操作员的公司，Waymo 等公司表示使用的是远程协助形式，即自动驾驶系统仍保持控制，人类员工提供指引或发送软件指令。
• Waymo 在美国商业车队约有 4,000 辆自动驾驶车，其中约 1,200 辆在旧金山湾区；TechCrunch 今年早些时候的调查发现多起 Waymo 依赖急救人员手动驾驶其车辆的事件。
• 法案还要求自动驾驶公司在全系统故障时通知城市及地方辖区车辆位置和状态，并提供可协助处理事故和障碍的本地事件技术人员；若车辆在紧急情况下阻挡急救人员超过 30 分钟，公司可被罚款。
• Waymo 和 Zoox 均表示将遵守该法律；Waymo 发言人在邮件声明中称对法案修正案表示感激，并称致力于在加州提升道路安全；该法律将于 2028 年 7 月生效，加州机动车辆管理局将就包括所需响应时间在内的部分方面制定指引。

📊 标的：TSLA
🧭 市场口径：中性

来源：TechCrunch Tesla · 10-02 08:57（北京时间）

摘要

一段 YouTube 视频标题显示，其内容涉及奥斯汀 Robotaxi 竞争升温、特斯拉 Q3 交付，以及欧盟大部分地区电动卡车表现优于柴油。

内容总结

• 视频标题提到 Austin Robotaxi Race Heats Up、Tesla Q3 Deliveries、EV Trucks Beat Diesel Across Most of the EU。

📊 标的：TSLA

来源：Google News · 10-02 01:00（北京时间）

摘要

Simply Wall Street 发文称，Robotaxi 竞争正由网络而非车辆决定，并称 Marti 拥有土耳其市场。

内容总结

• Simply Wall Street 文章提出，Robotaxi 竞争由网络而非车辆决定。
• Marti 拥有土耳其的 Robotaxi 网络。

📊 标的：TSLA

来源：Google News · 10-02 02:39（北京时间）

摘要

AOL 一篇分析文章称，特斯拉机器人业务与 Robotaxi 野心是其股票按科技公司而非车企或储能公司定价的原因。

内容总结

• 文章标题直接写明：不是汽车，也不是储能，特斯拉的机器人与 Robotaxi 野心才是该股按科技公司定价的真正原因。

📊 标的：TSLA
🧭 市场口径：中性

来源：Google News · 10-02 01:42（北京时间）