Tesla(US:TSLA) 大鱼聊电动·2025-08-06 11:05Tesla's Autopilot and Robtaxi Competition - Gary Black suggests Tesla's stock performance has lagged behind the S&P 500 and Uber over the past three years [1] - IIHS testing indicates Tesla's FSD technology shows no significant difference from other manufacturers' ADAS systems in terms of safety [1] - Uber is partnering with autonomous driving tech companies like Waymo, potentially challenging Tesla's Robtaxi plans, with Uber having 170 million monthly active users [1] - BYD's "天神之眼" system could pose a threat to Tesla's FSD in China, especially with its free offering, while Tesla's FSD costs 64,000 RMB [1] - Tesla's Robtaxi service is approximately 50% cheaper than Uber in Austin, and the planned Cybercab could further reduce per-mile costs [1] - Tesla's vertical integration model provides a cost advantage in the Robtaxi service that competitors like Uber cannot easily replicate [1] Tesla's Production and Sales - Tesla sold 11,000 vehicles in China during the third quarter's fifth week (ending August 3), averaging about 1,571 vehicles per day [1] - Aito's sales performance is strong, with weekly sales around 9,000 vehicles, while BYD leads the Chinese market with 60,900 vehicles sold in the latest week [1] - Tesla Model Y remains popular in China, consistently ranking first in search interest, with daily searches fluctuating between 1.16 million and 1.35 million from January 15 to August 5 [1] - Tesla sold a record 7,357 vehicles in South Korea in July, with Model Y being the best-selling imported car for the third consecutive month [1] Cybertruck and Roadster Innovations - The Cybertruck's latest software update includes an "overload warning" feature that alerts drivers when the rear axle is overloaded [1] - Tesla received a patent (US 12,377,920 B1) for an "adaptive vehicle body aerodynamics for downforce" system, using fans and skirts to create a low-pressure area under the car, enhancing grip and stability [2] - Musk aims for the Roadster to achieve 0-60 mph acceleration in under 1 second, potentially combining the downforce system with SpaceX cold gas thrusters [2]