Tesla(US:TSLA) 智通财经网·2026-01-16 13:03Core Viewpoint - The U.S. regulatory agency has granted Tesla a five-week extension to investigate defects related to traffic violations when using its Full Self-Driving (FSD) system, amid ongoing scrutiny of the system's capabilities and safety [1][2]. Group 1: Investigation Details - The National Highway Traffic Safety Administration (NHTSA) is investigating a series of incidents involving Tesla vehicles, including cases of running red lights and driving against traffic, which were reported since the investigation began in October of the previous year [1]. - Tesla has reported that there are still 8,313 records that require manual review, estimating it can process about 300 records per day, with a response deadline set for February 23 [1]. Group 2: Regulatory Challenges - In addition to the FSD-related investigation, NHTSA is also reviewing Tesla's vehicle performance in low visibility conditions, following multiple accidents, including one that resulted in a fatality, which prompted the investigation to start in October 2024 [2]. - Tesla has expressed concerns about the overwhelming number of inquiries from NHTSA, stating that responding to multiple large information requests simultaneously has impacted the quality of their responses [2]. Group 3: Market Implications - The proficiency of the FSD system is increasingly critical for Tesla, as CEO Elon Musk hopes it will boost market demand, especially after a decline in annual vehicle deliveries [1]. - California has accused Tesla of exaggerating the performance of its autonomous driving features and has threatened to suspend sales for 30 days, which could take effect early this year [1].