马斯克刚刚透露，特斯拉加速推进FSD技术迭代，有望带动高阶自动驾驶渗透率提升

Group 1 - Tesla is training a new FSD model with ten times the parameters of the current version, expected to be publicly released by the end of next month if progress continues smoothly [1] - Tesla's FSD system has shown smooth performance in complex driving conditions, particularly excelling in non-standard road scenarios and dynamic interactions [1] - The FSD (unsupervised version) is planned to be launched in the U.S. this year, with nationwide availability expected next year [1] Group 2 - Yutong Optical's automotive optical products are widely used in the smart driving sector, with aspheric glass lenses being indirectly applied in Tesla vehicles through downstream customers [2] - Shiyun Circuit collaborates with Tesla on the Dojo project, providing PCB products primarily for Tesla's supercomputer applications [2]