特斯拉 FSD 與 Robotaxi 最新消息

摘要

高盛在報告中稱，特斯拉 Robotaxi、FSD 與 Optimus 的前景比 Q3 財報更受關注。

內容總結

• TradingView 報道，高盛稱特斯拉 Robotaxi、FSD 和 Optimus 的前景比 Q3 財報更重要。

📊 標的：TSLA

特斯拉 Cybercab 在奧斯汀向公眾開放的第二天，博主 Dave Lee 坐了兩趟，每趟 40 多分鐘。他的評價是：比預期好。

✅ 好的地方

• 腿部空間很大，車內安靜，座椅舒服
• 22 英寸大屏，前面什麼都不擋，放倒座椅看 YouTube 就像在家看電視
• 沒有方向盤、踏板和儀表盤，也就沒有"司機去哪了"的彆扭感，他説反而更有安全感

⚠️ 不足

• 底盤偏硬，接近 Model 3 的路感，還可以調得更舒適
• 車窗只能開一小條
• 平均要等 40 到 45 分鐘才能叫到車

💡 他的判斷：等一個城市有幾千輛 Cybercab、等車時間降到 5 分鐘左右，網約車的形態可能會被改寫。

（注：博主本人持有 TSLA 股票）

摘要

據 AutoSpies.com 報道，Tesla 將奧斯汀 Robotaxi 服務時段受限歸因於低對比度寵物。

內容總結

• Tesla 就奧斯汀 Robotaxi 服務時間有限作出解釋，將其歸因於低對比度寵物。

📊 標的：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 報道稱，特斯拉 Robotaxi 應用現已在英國、澳大利亞、德國、意大利、瑞典、新加坡等地上架蘋果 App Store 與 Google Play，供遊客赴美前提前安裝；但實際 Robotaxi 乘車服務仍僅限美國七個城市。

內容總結

• 應用已在英國、澳大利亞、德國、意大利、瑞典、新加坡等地開放下載，名單仍在增加。
• 海外上架的主要目的是方便遊客在赴美旅行前安裝，抵達美國後在服務區內即可叫車。
• Robotaxi 服務啓動初期，應用僅限 iOS 且需排隊候補；今年春季安卓版上線，結束近一年的 iPhone 獨佔期。
• 目前 Robotaxi 實際運營仍限於美國七個城市；Cybercab 僅在奧斯汀提供乘車服務，但已在邁阿密和達拉斯等活躍市場出現。
• 特斯拉上週延長了奧斯汀的 Robotaxi 運營時間，商業運營持續至晚上 11 點。
• 關於國際擴張，文章稱馬斯克上月曾表示 Cybercab 可能很快進入歐洲，但文章將其定性為示意而非時間表；歐洲監管機構尚未就監督版 FSD 的全區批准達成一致。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Not a Tesla App · 10-06 02:21（北京時間）

🟡 [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)

🔗 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

摘要

有分析師在特斯拉二季度財報公佈前押注其 Robotaxi 和 Cybercab 業務，零售端預計股價將攀升至 450 美元。

內容總結

• Stocktwits 內容顯示，該分析師在特斯拉二季度業績公佈之前，押注其 Robotaxi 和 Cybercab 業務。
• 零售端預計特斯拉股價將攀升至 450 美元。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Google News · 10-05 01:53（北京時間）

🔴 [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:
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 報道稱，散户投資者在特斯拉第二季度財報公佈前就未達成的 Robotaxi 目標向馬斯克提出質詢，特斯拉股價面臨周度虧損。

內容總結

• Stocktwits 報道稱，散户投資者在第二季度財報公佈前就未實現的 Robotaxi 目標向馬斯克提出質詢。
• 報道稱特斯拉股價面臨周度虧損。

📊 標的：TSLA
🧭 市場口徑：利空

來源：Google News · 10-04 14:35（北京時間）

🟡 [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

馬斯克在 X 上回複稱，特斯拉當前 FSD 夜間駕駛要解決的首要問題是避免在暗光下撞到難以看清的寵物，並描述目標是識別"灰色柏油路上的灰色小貓"；文章同時梳理了 FSD v15 與 Robotaxi 全天候運營的時間線。

內容總結

• 馬斯克 10 月 3 日在 X 回覆稱，Robotaxi 運營時間已從晚上 10 點延至 11 點，當前要解決的主要問題是"確保夜間寵物難以看清時不撞到它們"，並具體描述為"黑暗中的灰色柏油路面上的灰色小貓"。
• 這屬於邊緣案例訓練思路，灰色小貓在深色路面上幾乎沒有對比度，考驗攝像頭與神經網絡的配合；馬斯克此前反駁了加裝熱成像攝像頭等額外硬件的思路，稱普通攝像頭在 AI 進行光子計數分析時"在黑暗中看得非常好"。
• 特斯拉 AI 副總裁 Ashok Elluswamy 近期稱 Robotaxi 本月將獲得 FSD v15，解鎖 24 小時商業運營；但 Robotaxi 運營時長自上線以來的最新擴展僅為 1 小時。文章稱，如果夜間駕駛問題仍在解決中，本月是否還能實現全天候服務尚待觀察。
• 文章梳理，FSD v15 是參數規模約 10 倍的升級，神經網絡從目前約 10 億參數提升至約 100 億參數；將先在 Robotaxi 車輛上推出，之後再進入消費者車輛。特斯拉此前稱部分 Robotaxi 車輛已在測試早期 v15 版本，Elluswamy 給出的全車隊推送時間為 10 月。
• v15 就位後特斯拉計劃更積極推進 Robotaxi 網絡擴張，進入新市場並擴大現有服務區域；馬斯克未説明這項夜間寵物識別工作是否與 v15 時間線掛鈎。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Not a Tesla App · 10-04 04:33（北京時間）

摘要

專業媒體 Electrek 報道，特斯拉在奧斯汀將 Robotaxi 服務時間從晚 10 點延至 11 點，馬斯克回覆稱夜間運營的主要難點是避免碾到黑暗中難辨的寵物，文章稱這正是攝像頭方案在低照度低對比場景下的短板，而激光雷達與雷達的強項所在。

內容總結

• 特斯拉 Robotaxi 賬號在週五晚宣佈，奧斯汀服務“現在可用至晚上 11 點”，此前為晚上 10 點；馬斯克轉發了該公告。

• 馬斯克回覆稱，目前要解決的主要問題是確保車輛在夜間不會碾到難以看清的寵物，原話例子是“黑暗中灰色柏油路上的灰色小貓”。

• 文章梳理稱，Robotaxi 於 2025 年 6 月在奧斯汀上線時，App 接單時間為早 6 點至午夜；15 個月後，服務比上線首日提前一小時收車，且自上線以來規模擴張有限，上個月加入了 Cybercab。

• 文章對比稱，Waymo 第六代系統配備 13 個攝像頭、4 個激光雷達和 6 個雷達，其約 4000 輛無人駕駛車全天 24 小時運行；特斯拉於 2021 年 5 月移除雷達，2022 年棄用超聲波傳感器，從未在量產車上搭載激光雷達。

• 文章列舉馬斯克過往表態：2019 年 4 月稱“激光雷達是蠢人的差事”；2022 年 2 月稱其為“誘人的局部最優”；2025 年 8 月稱“激光雷達和雷達因傳感器衝突降低安全性”；今年 5 月發佈攝像頭“光子計數重建”圖像並稱這是特斯拉 FSD 夜間和強眩光下看得清的原因。

• 文章提到，美國國家公路交通安全管理局目前正就低能見度條件下 FSD 碰撞事故調查 320 萬輛特斯拉，調查中要求特斯拉提供一份名為“雷達拯救我們”的內部文件。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Electrek · 10-03 22:36（北京時間）

🟡 [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

據 NewsBytes 報道，加州通過一項新法律，針對 robotaxi 運營造成的干擾問題。

內容總結

• 加州通過新法，旨在應對 robotaxi 帶來的運營幹擾。

📊 標的：TSLA

來源：Google News · 10-02 17:18（北京時間）

摘要

媒體 BASENOR 報道稱，特斯拉 Cybercab 在得州的車隊數量達到 158 輛。

內容總結

• 媒體 BASENOR 報道，特斯拉 Cybercab 在得州的車隊規模為 158 輛。
• 該報道以問答形式呈現上述信息。

📊 標的：TSLA

來源：Google News · 10-02 11:05（北京時間）

摘要

TechCrunch 報道稱，加州州長紐森簽署 SB 1246 法案，要求特斯拉、Waymo、Zoox 等自動駕駛公司在 robotaxi 出問題時為急救人員提供本地現場支持，若車輛阻擋警察或消防人員超過 30 分鐘，公司可被罰款。

內容總結

• 法案編號 SB 1246，由州參議員 Dave Cortese 提出，州長 Gavin Newsom 簽署成法，對自動駕駛車輛運營商設定一系列新規，針對車輛失靈或干擾急救響應時的安全與響應時間問題。
• 法案要求自動駕駛公司只能聘用位於美國的遠程駕駛員，且這些遠程駕駛員須持有美國駕照；特斯拉是唯一公開聲明擁有可遠程直接接管 robotaxi 的遠程操作員的公司，Waymo 等公司表示使用的是遠程協助形式，即自動駕駛系統仍保持控制，人類員工提供指引或發送軟件指令。
• Waymo 在美國商業車隊約有 4,000 輛自動駕駛車，其中約 1,200 輛在舊金山灣區；TechCrunch 今年早些時候的調查發現多起 Waymo 依賴急救人員手動駕駛其車輛的事件。
• 法案還要求自動駕駛公司在全系統故障時通知城市及地方轄區車輛位置和狀態，並提供可協助處理事故和障礙的本地事件技術人員；若車輛在緊急情況下阻擋急救人員超過 30 分鐘，公司可被罰款。
• Waymo 和 Zoox 均表示將遵守該法律；Waymo 發言人在郵件聲明中稱對法案修正案表示感激，並稱致力於在加州提升道路安全；該法律將於 2028 年 7 月生效，加州機動車輛管理局將就包括所需響應時間在內的部分方面制定指引。

📊 標的：TSLA
🧭 市場口徑：中性

來源：TechCrunch Tesla · 10-02 08:57（北京時間）

摘要

一段 YouTube 視頻標題顯示，其內容涉及奧斯汀 Robotaxi 競爭升温、特斯拉 Q3 交付，以及歐盟大部分地區電動卡車表現優於柴油。

內容總結

• 視頻標題提到 Austin Robotaxi Race Heats Up、Tesla Q3 Deliveries、EV Trucks Beat Diesel Across Most of the EU。

📊 標的：TSLA

來源：Google News · 10-02 01:00（北京時間）

摘要

Simply Wall Street 發文稱，Robotaxi 競爭正由網絡而非車輛決定，並稱 Marti 擁有土耳其市場。

內容總結

• Simply Wall Street 文章提出，Robotaxi 競爭由網絡而非車輛決定。
• Marti 擁有土耳其的 Robotaxi 網絡。

📊 標的：TSLA

來源：Google News · 10-02 02:39（北京時間）

摘要

AOL 一篇分析文章稱，特斯拉機器人業務與 Robotaxi 野心是其股票按科技公司而非車企或儲能公司定價的原因。

內容總結

• 文章標題直接寫明：不是汽車，也不是儲能，特斯拉的機器人與 Robotaxi 野心才是該股按科技公司定價的真正原因。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Google News · 10-02 01:42（北京時間）