Tesla(US:TSLA) 大鱼聊电动·2026-07-10 04:08Regulatory Environment & Autonomous Driving - The U.S. National Highway Traffic Safety Administration (NHTSA) is considering removing mandatory steering wheel requirements for autonomous vehicles, signaling a shift toward supporting purpose-built robotaxis [1] - New Jersey state legislation proposes mandatory requirements for two additional sensor types (e.g., LiDAR or radar) alongside cameras for autonomous vehicles, potentially hindering Tesla’s pure-vision Cybercab deployment [1] - Tesla’s FSD (Full Self-Driving) system has accumulated over 11.8 billion miles of real-world driving data, while Waymo has reached 220.6 million miles of fully autonomous driving as of March 2026 [1] - Waymo’s autonomous testing has expanded to four new cities: Las Vegas, San Diego, Denver, and Tampa, focusing on complex urban environments [1] Corporate Performance & Strategic Growth - UBS analyst Joseph Spak raised Tesla’s target price from $364 to $442, a 21% increase, citing the company's transition into an "Entity AI" platform encompassing Optimus, FSD, and Dojo [2] - Tesla’s Model Y became the best-selling passenger vehicle in China in June 2026, with 38,654 units sold, despite maintaining a higher price point than its top-ten competitors [2] - LG Energy Solution is expanding its Nanjing battery production capacity to meet growing demand from Tesla’s Shanghai Gigafactory [2] - Tesla’s energy division secured over $9 billion in Megapack storage contracts totaling 43 GWh within a six-week period, including a deal for 15 GWh across the UK, Europe, India, and GCC countries [2] Market Sentiment - Tesla and SpaceX stocks showed positive momentum, with Tesla closing up 3.20% at $406.55 and SpaceX closing up 2.63% at $152.16 on the reported Thursday [1]