RT Tesla Owners Silicon Valley (@teslaownersSV)50 cal shot a Cybertruck that is bulletproof with @ArmoredCGCc @TaranTactical @TetianaGaidar @MrColionNoir https://t.co/NzHgdqJ4Nu ...

Core Insights - The autonomous driving sector experienced significant gains, with companies like Zhejiang Shibao and Beiqi Blue Valley hitting the upper limit of their stock prices, indicating strong market interest and investor confidence in this industry [1] Event Summary - On December 15, the Ministry of Industry and Information Technology announced the first batch of L3 conditional autonomous driving vehicle permits in China, allowing Changan and Arcfox models to conduct road trials in designated areas of Chongqing and Beijing, marking a shift from testing to commercial application [3] - On the same day, Tesla launched its no-driver Robotaxi testing in Austin, USA, with the Model Y achieving fully autonomous operation, and plans to expand the fleet to 500 vehicles by year-end, currently operating 31 [3] - Multiple cities are accelerating the implementation of smart driving policies, with Beijing, Shenzhen, and Shanghai granting L4 road rights, and the Ministry of Industry and Information Technology expected to release a draft for national standards on L3-L4 by Q4 [3] Institutional Analysis - The approval of L3 vehicles signifies a transition in China's smart driving from "testing and validation" to "compliant mass production and controlled road use," which will accelerate the commercialization process of the industry. The three-pronged management model of "product access + user subject + operational area" provides a clear path for other automakers to follow, with 2026 anticipated as a critical year for L3 mass production [4] - The simultaneous advancement of high-level intelligent driving in China and the US creates a dual catalytic effect. The clear legal responsibilities established by China's L3 approval reduce social risks and regulatory uncertainties, while Tesla's fully autonomous testing validates the feasibility of L4 technology, shifting the industry focus from engineering challenges to commercial viability [4] - By 2026, leading automakers are expected to achieve over 30% growth in revenues related to intelligent driving, benefiting algorithm suppliers and core hardware companies as vehicle production ramps up. Long-term, smart vehicles are projected to reshape the automotive mobility market, establishing a new valuation system based on "intelligent entity revenue capacity = ownership × capability level" [5] - The rollout of L3 technology will create incremental opportunities in the automotive testing and hardware sectors, with increased demand for testing of smart driving vehicle permits. The penetration rates of core components like steer-by-wire and domain controllers are expected to grow rapidly, with the steer-by-wire market projected to increase by over 150% year-on-year by 2026 [5]

RT Farzad (@farzyness)Once those AI satellites start going up with Starship, she's going to number 1. ...

12月14日，一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的画面，车内似乎空无一人，甚至没 有配备安全监督员。 上周日（12月14日），一名X用户拍摄到一辆特斯拉Model Y在奥斯汀街头行驶的画面，车内似乎空无一人，甚至没 有配备安全监督员。 自特斯拉今年6月在奥斯汀推出无人驾驶出租车（Robotaxi）服务以来，副驾驶座位上一直都坐着一名安全监督员。 这段视频在网上引起了特斯拉关注者的极大兴奋，其中一些人甚至立刻打开打车软件下单，以验证接单的车辆是否仍 配备安全员（结果显示仍有安全员）。 特斯拉首席执行官埃隆·马斯克周日晚些时候对此回应称，公司目前正在测试不配备人类安全员的无人驾驶出租车，尽 管目前看来尚未向付费乘客开放。 "测试正在进行中，车内没有人，"马斯克在回复发布原始视频的X用户时写道。 特斯拉官方则以一句 "Just saying"（"姑且一提"）回应了这段视频。 特斯拉人工智能业务负责人Ashok Elluswamy也做出了回应。他在X上发文称："就此启幕！" 据Robotaxi Tracker——由奥斯汀当地无人驾驶行业观察人士Ethan McKenna运营——的数据，目前特斯拉 ...

Group 1 - The electronic industry index increased by 1.36% during the week of December 8-12, 2025, with semiconductors leading the gain at 3.30% [1][2] - Optical optoelectronics and consumer electronics sectors experienced declines of 1.23% and 1.39% respectively [1][2] - The Federal Reserve announced a 25 basis point interest rate cut, lowering the federal funds rate target range to 3.50%-3.75%, aligning with market expectations [1][2] Group 2 - Major tech companies like Oracle and Broadcom reported earnings that fell short of expectations, leading to significant declines in the overseas tech market [1][2] - The Philadelphia Semiconductor Index dropped by 3.58%, with notable declines in stocks such as Nvidia (down 4.05%), Broadcom (down 7.77%), and Meta (down 4.33%) [1][2] - Tesla's stock increased by 0.87%, while Apple's stock saw a slight decline of 0.18% [1][2] Group 3 - The U.S. is expected to allow Nvidia to sell H200 chips to China, with a fee imposed on each chip [3] - Oracle's Q2 FY2026 earnings were below market expectations, prompting an increase in the company's full-year capital expenditure guidance by approximately $15 billion [3] - Broadcom reported Q4 revenue of $18.02 billion, a year-over-year increase of 28%, with AI semiconductor revenue projected to double to $8.2 billion [3] Group 4 - The supply-demand imbalance in the storage chip market continues, with forecasts indicating significant price increases for various types of memory chips in early 2026 [3][4] - CFM predicts that server DDR5 prices will rise over 40%, with notable increases for 96GB and above modules, and eSSD prices expected to rise by 20%-30% [3] Group 5 - The IPO progress of Changxin and the expansion of advanced logic manufacturers are highlighted as investment opportunities in semiconductor equipment [5] - Beneficiary companies include Northern Huachuang, Zhongwei Company, and others involved in semiconductor equipment [5]

Group 1 - The focus of the market is on the key U.S. economic data to be released on December 16, which includes the non-farm payroll report that was delayed due to the federal government shutdown [3] - Spot gold initially rose over 1% during the day but later saw a significant reduction in gains as some investors took profits, indicating a decrease in gold's appeal as a safe-haven asset due to easing geopolitical tensions [1][3] - International oil prices continued to decline, primarily driven by strong expectations of a global oil supply surplus by 2026, despite some support from disruptions in Venezuelan oil exports due to tensions with the U.S. [3] Group 2 - The U.S. stock market experienced a broad decline as investors awaited a series of key economic data releases, including non-farm payrolls, retail sales, and inflation reports, to assess the economic outlook and the Federal Reserve's future policy direction [3] - Tesla's stock price increased as CEO Elon Musk announced that the company is testing driverless taxi services, indicating potential advancements in autonomous vehicle technology [3]

🚨 Wedbush analyst Dan Ives says Nvidia and Tesla are the clear leaders in “physical AI.”He believes Tesla’s work in FSD, robotaxis, and Cybercabs puts the company at the center of the AI revolution, even as the auto industry struggles.@DivesTech sees a path for $TSLA to reach a $2–3 trillion market cap by 2026–2027. 🚀 ...

海通国际认为，随着特斯拉Robotaxi的持续放量验证，以及中国L3车型的制度化落地，高阶自动驾驶的 产业拐点正在加速到来，并将深刻影响整车估值体系与竞争格局。平安证券指出，L3级有条件自动驾 驶的技术原理离不开成熟可靠的行驶环境感知能力，因此需装备多种传感器，如摄像头、毫米波雷达、 激光雷达等，以实现多传感器融合模式下极端天气、复杂路况等环境精准感知能力。 消息面上，工业和信息化部12月15日正式公布了我国首批L3级有条件自动驾驶车型准入许可名单。长 安汽车与北汽极狐成为首批入围车企，其获批车型将分别在重庆指定拥堵路段和北京指定高速路段开展 上路试点。这意味着高阶智驾不再仅停留于技术展示，而是进入了按法规要求交付、运营并接受监管的 新阶段。值得一提的是，海外方面，美国奥斯汀街头出现运行Unsupervised FSD的特斯拉Model YRobotaxi。 智通财经APP获悉，部分智驾概念股高开，截至发稿，浙江世宝(01057)涨7.94%，报4.35港元；耐世特 (01316)涨3.64%，报6.26港元；佑驾创新(02431)涨2.99%，报10.32港元；禾赛-W(02525)涨2.9%，报 163. ...

韦德布什证券在最新发布的研究报告中提出，特斯拉市值有望在2026年底达到3万亿美元。该券商同时 预测，特斯拉完全自动驾驶系统（FSD）的渗透率届时将超过50%。 报告显示，韦德布什维持特斯拉"跑赢大盘"评级。目标股价设定为600美元。据悉，该机构预计特斯拉 在未来一年内市值将突破2万亿美元。在乐观市场情景下，2026年底市值可达3万亿美元。 特斯拉目前正在奥斯汀地区试点无安全员随车的Robotaxi服务。该公司管理层透露，此前测试阶段曾配 备车内监控人员。马斯克已确认奥斯汀无人驾驶Robotaxi测试正在进行中。 韦德布什预计，特斯拉将全面掌控全球约70%的自动驾驶市场份额。该券商认为，自动驾驶与机器人技 术将成为特斯拉2026年的核心发力点。随着技术路线图的全面量产，这一转型将重新定义行业格局。 与此同时，特斯拉股价表现强劲。周一收盘上涨3.56%，股价创下近一年新高。成交额达到542亿美 元，位居美股成交额榜首。 韦德布什预计，未来三到六个月内关键举措将加快推进。该公司过去几年在FSD和自动化方面遭遇的联 邦监管问题有望得到解决。报告认为，特斯拉正朝着人工智能革命方向大步迈进。 目前全球市值超过3万亿美元 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 赛富时跌近3%，3M公司跌近2%，领跌道指。 大型科技股涨跌互现 昨夜今晨，又有很多大事发生。 美国三大股指小幅收跌，大型科技股涨跌互现，中概股普遍下跌。全无人驾驶出租车上路， 特斯拉 股价 逆市 上涨， 创年内新高！美联储理事斯蒂芬·米兰呼吁更快降息。 美国三大股指小幅收跌 美国三大股指小幅收跌，道指跌0.09%，报48416.56点；标普500指数跌0.16%，报 6816.51点；纳指跌0.59%，报23057.41点。 道琼斯工业平均(DJI) O W 12-15 16:20:01 48416.56 昨收 48458.05 0.00 成交额 -41.49 -0.09% 48594.36 成交量 今开 0 上涨 15 15 平盘 0 下跌 最高价 30.36 近20日 2.69% 市盈率 最低价 48283.27 市净率 8.76 13.80% 今年来 સ્ત્ર B4 周K 月K 更多 ◎ 五日 日K 叠加 均价: -- 0.46% | 48679.14 48236.96 -0.46% 09:30 16:00 ...