本周精华总结：特斯拉迎来一把政策钥匙+一次技术跃迁

Core Viewpoint - China has officially allowed the export of autonomous driving data, indicating a significant shift in the regulatory stance towards data security and market openness [4]. Group 1: Impact on Tesla - The new policy is a clear benefit for Tesla, as it can now access real road condition data, which was previously restricted, enhancing its Full Self-Driving (FSD) training capabilities [4]. - With the data access, Tesla is expected to rapidly train models for FSD, potentially introducing a subscription model to lower the entry barrier for consumers [5]. - The anticipated improvements in FSD experience in China, combined with Tesla's strategy for a cheaper model, may lead to a significant sales surge in the fourth quarter [5]. Group 2: Implications for Domestic Companies - Domestic autonomous driving companies like Huawei, Xpeng, and Li Auto may feel uncomfortable as their accumulated data will now be shared with foreign competitors [4]. - This policy could pressure local firms in the short term but may also encourage a shift from price and marketing wars to genuine technological competition [4]. Group 3: Global Competitive Landscape - The policy reflects a balanced approach to market governance, treating both domestic and foreign companies equally, which enhances China's international image [4]. - The move is seen as a strategic step for China to position itself as a leading player in the global autonomous driving industry [4]. Group 4: Robotaxi Developments - Tesla's Robotaxi testing has generated significant attention, marking a potential paradigm shift in transportation and creating substantial industry restructuring opportunities [11]. - The successful deployment of Robotaxi could redefine not only personal transportation but also the broader logistics and mobility landscape [11]. - Tesla's approach, relying on pure visual AI rather than high-definition maps, allows for greater adaptability and scalability compared to competitors like Waymo [12].