Tesla(US:TSLA) 大鱼聊电动·2025-12-09 10:28Optimus Robot Analysis - The Optimus robot's "falling" incident was likely due to a tele-operation sync error, where the human operator's actions were replicated by the robot [1] - Tesla uses tele-operation to collect data for AI training, which is a common practice in the industry [1] - The market's reaction to the Optimus incident was an overreaction, with media using it as a sensational headline [1] - The incident highlights the need for Tesla to improve its human-machine switching logic [1] Tesla's FSD and Technology Advancements - FSD V14 has reached a point where it drives smoothly like an experienced driver [2] - Tesla's Holiday Update includes a dashcam feature that overlays data like speed and gear, providing strong evidence in case of accidents [2] - Tesla is gamifying the charging experience with features like Charging Passport and badges [2] - Tesla is developing a specialized battery for the Roadster, indicating that the delay is due to waiting for advanced battery technology [2] - Tesla is expanding FSD testing in Europe, paving the way for potential software revenue growth [2] Market Expansion and Infrastructure - Tesla's sales in Japan have exceeded 10,000 units in the first 11 months of the year, achieving a 30% market share in the standard-size EV market [2] - Tesla plans to expand its supercharger network in Japan to 1,000 units by 2027 [2]