Tesla / 特斯拉 資訊

🟡 [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)

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🟡 [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)

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摘要

馬斯克在 X 上轉發了特斯拉官方賬號發佈的 2026 年第三季度生產、交付及儲能部署數據，並附有公司更新直播安排。

內容總結

• 馬斯克轉發了特斯拉官方賬號發佈的 Q3 2026 數據：產量 464,391 輛，交付量 486,532 輛，儲能部署 13.7 GWh。
• 原帖同時提到，特斯拉 Q3 公司更新將於 10 月 21 日美國中部時間下午 4:30 在 X 上直播，並附有投資者關係頁面鏈接。

📊 標的：TSLA

來源：Elon Musk / X · 10-03 13:44（北京時間）

🔗 查看 X 原帖

🟡 [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)

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摘要

科技媒體人 Tim Culpan 爆料稱，台積電正在探索與馬斯克旗下 Terafab 晶圓廠的合作事宜。

內容總結

• 該媒體人稱台積電 (TSMC) 正在探索與 Elon Musk 旗下 Terafab 晶圓廠的合作事宜。
• Terafab 此前已與 Intel 達成合作。
• 近來有風聲傳出台積電考慮在美國設立第二園區，Terafab 所在的得克薩斯州是最可能的落腳點。

📊 標的：Terafab / 馬斯克生態

來源：新浪財經 · 10-03 11:21（北京時間）

摘要

文章梳理了 Electrek 播客本期討論的議題清單，包括特斯拉 Roadster 延期、美國電動車交付、換電迴歸等話題，並列出播客將涉及的多篇文章標題。

內容總結

• 本期播客討論特斯拉 Roadster 延期、美國電動車交付情況以及換電模式迴歸等話題。
• 文章列出播客將討論的文章標題，包括特斯拉 Q3 2026 交付量下滑 2% 至 486,532 輛但超過預期。
• 文章列出的標題還包括特斯拉 Model 3 在美國獲得續航和性能提升並配備新的 16 英寸屏幕。
• 文章列出的標題還包括特斯拉獲得 SEC 批准，允許散户股份在 SpaceX 合併前由董事會自動投票。
• 文章列出的標題還包括特斯拉申請“電動風扇車”專利，配備 4 個涵道風扇，在 Roadster 亮相前。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Electrek All · 10-03 03:20（北京時間）

摘要

據 The Mighty 790 KFGO 報道，特斯拉交付量超出預期，其汽車業務重回增長軌道。

內容總結

• 特斯拉交付量超出預測。
• 特斯拉汽車業務重回增長路徑。

📊 標的：TSLA

來源：Google News · 10-03 02:11（北京時間）

摘要

媒體報道稱，特斯拉第三季度交付量超過華爾街預期，歐洲市場回暖帶動其有望結束連續兩年銷量下滑。

內容總結

• 媒體文章稱，特斯拉第三季度交付量超過華爾街預期。
• 歐洲市場出現反彈，使特斯拉在不依賴美國税收優惠的情況下有望恢復增長。
• 特斯拉有望結束連續兩年的銷量下滑。

📊 標的：TSLA
🧭 市場口徑：利好

來源：X 動態監測 · 10-03 06:13（北京時間）

摘要

美國上訴法院在 xAI 訴訟案中，臨時叫停明尼蘇達州涉及 AI 裸照生成的法案。

內容總結

• 新浪財經快訊顯示，美國上訴法院在 xAI 訴訟案中臨時叫停明尼蘇達州的 AI 裸照生成法案。

📊 標的：xAI

來源：新浪財經 · 10-03 05:01（北京時間）

🔴 [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)

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🔴 [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)

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📊 【特斯拉收盤總結】

🟢 TSLA 今日收盤上漲 4.65%
開盤價：$360.08
收盤價：$370.59
日內高低：$374.60 / $359.41

🔴 [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)

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摘要

據媒體 NewsCord 彙總 11 家媒體報道，特斯拉報告第三季度交付量為 486,532 輛，儲能部署量升至 13.7 GWh。

內容總結

• 特斯拉報告 Q3 交付 486,532 輛。
• 特斯拉報告 Q3 儲能部署量升至 13.7 GWh。

📊 標的：TSLA
🧭 市場口徑：中性

來源：Google News · 10-03 01:00（北京時間）

🟡 [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)

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