Tesla registrations in Denmark fall 18% year-on-year in February | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Item 1 of 2 A Tesla Model S electric car is displayed on media day at the 2024 Paris Auto Show in Paris, France, October 14, 2024. REUTERS/Benoit Tessier[1/2]A Tesla Model S electric car is displayed on media day at the 2024 Paris Auto Show in Paris, France, October 14, 2024. REUTERS/Benoit Tessier [Purchase Licensing Ri ...

观点一：智驾平权 2.0，支撑智驾赛道全年高景气度。 展望 2026 年整车行业面临补贴退坡、原材料涨价等多重压力，市场担心主机厂对智能驾驶功能是否会减配。我们研 究发现 26 年智驾平权趋势非但不会放缓，而是会进入 2.0 阶段，城市 NOA（领航辅助驾驶功能）开始走向千家万户， 背后的原因在于：1）过去 2-3 年智驾景气度的本质来源是新能源车内卷背景下的主机厂增配，这一强大的供给端驱 动力在 2026 年依然存在并且增强。2）小鹏 Mona 已经证明 10-20w 低价格带消费者对优质智驾功能同样具有需求。在 供给和需求双重驱动力下，我们测算 2026 年城市 NOA 硬件配置渗透率有望从 2025 年 16%提升至 25%，全年搭载城市 NOA 功能硬件配置销量有望达到 545 万，同比增速超过 50%。 观点二：L2 进入强监管政策周期，L3/L4 法规体系逐步建立。 1）L2 强监管政策周期下检测类机构充分受益：L2 强标是强监管政策落地最重要的执行依据，目前已进入报批阶段。 此次我国 L2 强覆盖范围广、所涉及检测车型多；同时由于测试严格程度强、检测项目多，预计单次检测价值量较高； 因此我们预计 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Spot on @Dustin_Hillis_!Nashville should be celebrating, not fighting this.A private company dropping hundreds of millions for 10-minute all-electric, FREE rides from downtown to the airport, 30+ stations, hundreds of jobs, and the safest transit on earth? @boringcompanyCouncil members attacking innovation instead of cheering it on is wild.Boring changes everything.Let’s go Music City! 🚀🕳️ ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🏆 Grok & Frontier AI Rankings UpdateMarch 1, 2026🥇 Human Preference — Near tie on LMArena; Grok 4.20 Beta leads among unconstrained, creative models🥇 Emotional Intelligence — Grok 4.1 Thinking (EQ 1586, world record)🥇 Programming & Agents — Grok Code Fast 1 (57.6% share on OpenRouter)🥇 Real-Time Knowledge — Grok 4.1 Fast (live X data)🥇 Factual Reliability — Grok 4.1 Search-Augmented (2.97% error rate) ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Starship is our ticket to a Kardashev civilization https://t.co/KqCNJd1rQx ...

Bill Gates would say this is AITesla built this and I saw the Semi in the wild. https://t.co/51J2gh43GN ...

Core Insights - Tesla Inc is experiencing strong demand for its Cybertruck following a recent price reduction, which may be temporary due to a 10-day pricing strategy [1][2]. Pricing Strategy - Tesla has lowered the starting price of the all-wheel drive Cybertruck to $59,990, with this price available only until February 28 [2]. - CEO Elon Musk indicated that future pricing will depend on demand, with no new price announced for March [3]. Demand Analysis - The less expensive Cybertruck lacks some features of the premium version, which starts at $79,990, creating a significant price gap [4]. - Demand for the Cybertruck has reportedly surged since the introduction of the lower-priced model, with anecdotal evidence suggesting increased interest [5]. Sales Performance - In 2024, Tesla sold 39,965 Cybertrucks, but sales dropped to 20,237 units in 2025, marking a 48% year-over-year decrease [7].

Tesla (TSLA 1.52%) is expected to deliver critical crash data on potential full-self driving (FSD) traffic violations to the National Highway Traffic Safety Administration (NHTSA) on or before March 9.The data is certainly meaningful, as it's part of an NHTSA investigation. Moreover, given that Tesla has reported 14 incidents involving its robotaxis (using unsupervised FSD) since their inception in June 2025, the company and its robotaxi rollout appear under significant pressure. But just how bad is it for ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok Imagine Update 🎬You can now create ultra-realistic VFX movie scenes using simple prompts.From blockbuster action to cinematic sci-fi — just describe it.Prompt 👇Ground-level tracking shot moving backward at extreme speed. The camera shakes violently as the massive foot stomps down inches from the lens. Mud splatters onto the 'glass.' The camera tilts up vertically as the beast passes overhead, revealing the underbelly and the fortress on top. Chaos and heav ...

Grok Imagine Update 🎬You can now create ultra-realistic VFX movie scenes using simple prompts.From blockbuster action to cinematic sci-fi — just describe it.Prompt 👇Ground-level tracking shot moving backward at extreme speed. The camera shakes violently as the massive foot stomps down inches from the lens. Mud splatters onto the 'glass.' The camera tilts up vertically as the beast passes overhead, revealing the underbelly and the fortress on top. Chaos and heavy impact. ...