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销量下滑股价反涨4%,特斯拉Robotaxi安全性面临美监管调查

Core Viewpoint - Tesla's stock price surged over 4% to $347.68, regaining a market capitalization of over $1 trillion, despite a significant decline in global sales, particularly for its Model 3 and Model Y vehicles [1][3]. Group 1: Stock Performance - Tesla's stock price increased by more than 4%, closing at $347.68, with a total market value surpassing $1 trillion [1]. - The rise in stock price is attributed to a reassessment of Tesla's long-term strategy by the capital market, rather than short-term performance [3]. Group 2: Sales Performance - Tesla's global delivery volume in Q1 2025 was 336,700 units, a year-on-year decline of 13%, marking the worst quarterly performance since Q2 2022 [3]. - The production and delivery of Model 3 and Model Y totaled 345,400 units and 323,800 units respectively, down from 369,700 units in the same period last year [3]. Group 3: Future Plans and Challenges - Tesla plans to start importing Chinese components for its Cybercab and Semi models from the end of May 2025 [1]. - The company aims to trial its Robotaxi service in Austin, Texas, starting in June 2025 [3]. - The production cost of the Cybercab is expected to be kept below $30,000, with mass production slated for 2027 [4]. Group 4: Regulatory and Technical Challenges - The NHTSA is set to investigate Tesla's Robotaxi system regarding its performance in low visibility conditions [4]. - Tesla's reliance on a pure vision-based system for its autonomous driving technology has raised concerns, especially in comparison to competitors using more advanced sensor configurations [5]. - The accident rate for Tesla vehicles with FSD was reported at 0.21 per million miles in 2023, a 32% decrease from 2022, but still lagging behind industry leaders like Waymo [5]. Group 5: Market Projections - Goldman Sachs predicts that Tesla's Robotaxi fleet will grow from 300 vehicles in 2026 to 1,500 by the end of 2027, with each vehicle expected to complete 15 to 20 services per day, generating an average revenue of $2.5 per mile [6].