特斯拉：公司评论

Investment Rating - The report does not explicitly state an investment rating for the company [2]. Core Insights - Tesla has begun rolling out the Full Self-Driving (FSD) version 12.4.1 to select customers, which eliminates the need for steering wheel supervision and relies more on cabin camera systems to monitor driver attention [2]. - The Texas Gigafactory has achieved a significant milestone by producing its 50 millionth 4680 battery cell, with an average production rate of approximately 126,000 cells per day [2]. - Tesla's domestic insurance volume for the week of May 27 to June 2, 2024, was approximately 15,200 vehicles, representing a quarter-over-quarter increase of about 21% and a year-over-year increase of about 5% [4]. Summary by Sections Full Self-Driving (FSD) Updates - Tesla's FSD version 12.4.1 has been launched, featuring significant changes that may warrant a renaming to version 13, with future versions potentially being labeled as v14 and v15 [2]. Production Milestones - The Texas Gigafactory has produced 50 million 4680 battery cells, achieving production milestones of 10 million in June 2023 and 20 million in October 2023, with current production sufficient to support nearly 2,800 Cybertrucks per month [2]. Insurance Volume Data - In the week of May 27 to June 2, 2024, Tesla's domestic insurance volume was approximately 15,200 vehicles, with Model Y accounting for about 10,200 vehicles and Model 3 for about 5,000 vehicles [4].