Investor Ross Gerber, co-founder of investment firm Gerber Kawasaki, has hailed Tesla Inc.'s (NASDAQ:TSLA) Full Self-Driving (FSD) v14 for its improvements over the previous iteration.A Big Step UpTaking to the social media platform X on Thursday, the investor shared that he was using the FSD v14.1.7 on his Cybertruck. "This version is a big step up from 13 which was not good," Gerber said, sharing that he was "pretty pleased" with the system's improvements with the updates.However, the investor did outline ...

Group 1: Tesla's Robotaxi Deployment - Tesla has completed the self-certification process for its robotaxi in Nevada, allowing for deployment on state roads, pending approval from the Nevada Transportation Authority for commercial operation [1] - CEO Elon Musk aims to expand ride-hailing services to up to 10 metropolitan areas by the end of the year, with a fleet exceeding 1,000 vehicles, including operations in Nevada, Florida, and Arizona [2] - Tesla's robotaxis are already operating commercially in San Francisco and Austin, with ongoing hiring in cities like Las Vegas, Dallas, Houston, Tampa, and Orlando to support deployment [3] Group 2: Competitive Landscape and Regulatory Environment - A competitive landscape is emerging in California, with companies like Uber, Tesla, and Waymo vying to influence robotaxi regulations [4] - Waymo has proposed that companies offering autonomous ride-hailing services submit quarterly reports, a suggestion opposed by Tesla [4] - Amazon has launched its Zoox robotaxi service in San Francisco, providing free rides to select members of the public [4] Group 3: Stock Performance - Tesla's stock price experienced a decline of approximately 2% on Thursday, although it has increased by over 15% in the past year [5]

Core Insights - Elon Musk emphasized the dominance of SpaceX and Tesla in their respective industries, countering criticism regarding his future predictions [1][2] SpaceX Insights - Musk stated that SpaceX is projected to carry approximately 90% of Earth's orbital payload this year, reinforcing the company's leading position in the space sector [2] - Musk's previous claims included a prediction that the Starship rocket would eventually handle 95% of Earth's orbital payload once operational [3] Tesla Insights - Tesla's market capitalization exceeds $1.3 trillion, significantly higher than its closest competitor, Toyota Motor Corp, valued at around $250 billion [4] - Tesla's market cap is greater than the combined market capitalization of the next 14 automakers, including Ford and General Motors [4] - Tesla is noted for strong momentum and quality metrics, satisfactory growth, but poor value, with a favorable price trend in the medium and long term [6] Future Ambitions - Musk highlighted SpaceX's role in developing solar-powered AI data centers in orbit, with a potential delivery capacity of around 300 GW per year of solar-powered AI satellites [5]

Grok just called Elon the greatest human in history.Legacy media: “Narcissist! Cult!”Real reason they seethe:• EVs from joke → world’s most valuable car co• Reusable rockets real, NASA still in PPT era• Starlink saves lives while govs lie• Bought Twitter → ended mass censorship• Tesla Energy > most countries’ grid storage• Building uncensored AGIName one living person who moved civilization more in 20 yrs.I’ll wait.They bet he’d fail at everything. He won everything. Publicly.That’s the unforgivable sin. ...

此外，据中新经纬报道，越来越多的美联储官员担心，在通胀仍高企的情况下过度降息的风险。根据上 月会议纪要，在连续第二次降息后，美联储许多官员倾向于反对12月再降息。 韩国市场上，SK海力士股价下跌9%，三星电子跌5%。日股AI及半导体概念股集体下挫，铠侠跌超 12%，软银集团一度跌超10%，爱德万测试跌近9%，东京电子跌超5%。 隔夜的美股市场上演"过山车"式行情，尽管英伟达强劲财报一度显著提振了市场情绪，纳指一度涨超 2%，但随着估值担忧卷土重来，以及降息预期进一步受挫，美国三大指数悉数收跌。 截至收盘，道琼斯指数跌0.84%，标普500指数跌1.56%，纳斯达克综合指数跌486.18点，跌幅2.15%。大 型科技股集体下挫，AMD跌超7%，甲骨文跌超6%，英伟达跌超3%，亚马逊跌逾2%，微软跌逾1%，特 斯拉跌超2%，谷歌跌超1%，苹果跌近1%，脸书跌0.19%。 导致美股上演"过山车"行情的背后，是美联储官员的鹰派言论和对AI高估值的担忧引发市场风险偏好回 落，这再度触发了美股大规模技术性抛售。 知名投资人、华尔街"大空头"迈克尔·伯里（Michael Burry）则在社交平台再度发文，抨击AI泡沫。他 ...

Ron Baron"I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"https://t.co/QNuYt2Am8V ...

根据浙江法院网公开信息，特斯拉（上海）有限公司与杭州无忧传媒有限公司新增一则开庭公告，原告 为特斯拉公司，案由为合同纠纷，该案定于11月24日在杭州市萧山区人民法院开庭审理。 无忧传媒相关负责人今日对新浪科技表示，根据双方的和解协议，他们已于11月17日向特斯拉退付相关 款项7761元。而特斯拉一方也已在收到款项的2个工作日内，向法院递交了撤诉申请。但由于法院流 程，该案件将于11月24日开庭审理的公告还显示在浙江法院网的公开信息栏里。 特斯拉客户支持11月20日发文回应此事，表示曾三次向对方在订购协议上预留的电子邮箱发送催款邮 件，并多次拨打对方登记的电话号码尝试联系，但对方在得知来意后直接挂断。最终特斯拉在联络无果 后启动了诉讼流程，目前经过法院调解圆满解决。 责任编辑：王翔 无忧传媒方面表示，此次纠纷与购车补贴政策有关，目前双方已达成和解，特斯拉也提交了撤诉申请。 ...

在摩根士丹利第24届亚太峰会上，大摩知名分析师Adam Jonas与有着"自动驾驶教父"之称的Sebastian Thrun进行了一场深度对话。作为Google X的创始人及Waymo前身项目的缔造者，Thrun的观点为投资者 拨开了AI与机器人领域的迷雾。 针对当下火热的人形机器人赛道，Thrun提出了一个看似矛盾但极具洞察力的观点：它们同时被"过度炒 作"和"未被充分重视"。 被高估： 市场对于人形机器人替代人类劳动力的总潜在市场规模有着过高的情绪化预期。 被低估： 市场严重低估了让机器人执行开放式任务和拥有"灵巧手"的实际工程挑战。这表 明，距离真正的通用人形机器人落地，仍有巨大的技术鸿沟需要跨越，尤其是物理交互层 面。 据追风交易台，11月20日，摩根士丹利发布纪要。本次对话的核心结论非常明确，直指当前市场的两大 痛点： 对于投资者而言，这意味着短期内需密切关注特斯拉在奥斯汀的纯视觉FSD表现，这不仅是技术测试， 更是商业模式的验证点。同时，在硬件领域，需警惕人形机器人概念的过度炒作，转而关注能够解决具 体物理交互难题（如灵巧手）的底层技术公司。 自动驾驶的"莱特兄弟时刻"已过，普及率正处于拐点 Se ...

凤凰网科技讯 北京时间11月21日，据科技网站TheVerge报道，特斯拉上周专门在官网上新开设了一个 板块，报告其辅助驾驶系统Autopilot和全自动驾驶系统(FSD)的安全统计数据。然而，安全专家表示， 这些数据存在缺陷，具有误导性。 此前，特斯拉的季度安全报告因未能充分考虑交通统计数据等基本事实而受到批评。新的报告则朝着更 可验证、更可靠的方向发展。鉴于特斯拉的未来依赖于公众对其自动驾驶技术的信任，这一举措的重要 性不言而喻。 但安全专家表示，新报告仍"为时过晚、力度不足"。 库普曼总结道："特斯拉发布的文件充满了营销噱头，算不上严肃的安全分析。" Waymo在美国五个城市运营自动驾驶出租车，还会公布经过同行评审的研究报告，以佐证其完全无人 驾驶车辆安全性持续优于人类驾驶员的论断。这种级别的独立验证在特斯拉的报告中完全缺失。 土木工程师古道尔表示，他很难发表关于特斯拉数据的研究，因为评审专家会认为这些数据是假的。 特斯拉季度安全报告此前遭到的最常见批评之一，是这些报告几乎只关注主要用于高速公路的辅助驾驶 系统Autopilot，而非能在本地道路使用的FSD系统。报告未考虑到一个事实：事故在城市街道和非 ...

Core Insights - The humanoid robot sector is experiencing a downturn, with key indices and leading stocks showing weakness and overall sentiment at a low point [1][2] - The recent performance of major indices, including the CSI 300 and STAR Market 50, has been negative, with declines of 1.08% and 3.85% respectively, while the core index of humanoid robotics fell by 4.13% [2] - The report highlights significant fluctuations among core stocks, with notable gainers and losers, indicating a challenging market environment [2] Industry Developments - Tesla is advancing its robotics initiatives, with plans for mass production of the Optimus robot by 2026 and a significant production capacity target of 10 million units annually by 2027 [2][3] - Xiaopeng has launched its new humanoid robot, IRON, showcasing advanced technology and integration with its electric vehicle and autonomous driving strategies [3] - Yuzhu has completed its IPO guidance, positioning itself as a potential leader in the humanoid robotics sector in A-shares, with a strong market presence and profitability [3] Market Outlook - The year 2026 is anticipated to be a pivotal year for domestic humanoid robot mass production, characterized by technological breakthroughs and initial commercialization efforts [4] - Investment opportunities are expected to arise from large-scale manufacturing, hardware supply chains, and standardization processes within the industry [4] Related Companies and Stocks - Beneficiary stocks include Lens Technology, Wazhou New Spring, and others across various components such as bearings, joints, and lightweight materials [5][6]