特斯拉 車主居然把 政府機關的 電話給打爆了 逼得官員 出來「求饒」？ 這場面 你絕對沒見過！ 事情是這樣的 為了加速FSD 在歐洲的審批 特斯拉官方 號召大家去給 荷蘭監管機構 RDW「表達感謝」 結果這幫熱情的粉絲 直接把RDW的 客服系統 給衝垮了！ 官員們崩潰到 發聲明求救 謝謝大家 我們在工作了 求求你們 別再打電話了！ 這就是典型的 矽谷速度 撞上了歐洲 的公務員 雖然場面很滑稽 但這波 「電話轟炸」 還真炸出了 一個大消息 RDW終於鬆口了 FSD 在歐洲的 審批死線 鎖定在 2026 年 2 月！ 這意味著什麼？ 意味著那道阻擋 FSD 全球化的 一道重要的鐵門 馬上就要 被撞開了！ 如果是你 你會為了 催更 FSD 去給 政府打電話嗎？ 留言區告訴我吧！. ...

馬斯克瘋了嗎？ 他一口氣刪掉了 特斯拉 FSD裡面 整整 30 萬 行 C++ 代碼！ 這可是工程師們 幾年沒日沒夜 寫出來的 心血啊！ 為什麼要搞 這種「大屠殺」？ 因為傳統的 代碼太蠢了！ 以前的自動駕駛 全是「死規則」 看到紅燈停 看到行人讓 但你想想 路上突然飄過來 一個塑膠袋 或者路邊警察 跟你揮揮手 類似這種突發狀況 工程師怎麼可能 把每一條規則 都寫進代碼裡？ 根本寫不完的！ 所以馬斯克說 全刪了！ 我們要換 「端對端」 神經網絡 這是什麼概念？ 這就像教 小孩騎腳踏車 你不是給他寫 一本說明書 而是讓他摔幾次 練幾次 他的大腦自己 就學會平衡了 現在的特斯拉 沒有規則 只有直覺 攝像頭吃進去 的是光子 輸出的直接就是 方向盤 和煞車動作 這才是真正的 AI 不是工程師 寫出來的 是車子自己 在幾百萬公里的 路試過程中 「悟」出來的！. ...

Technology Advancement - Tesla FSD v14.2 is a significant upgrade, described as a "brain transplant" [1] - The visual neural network has evolved from 720p to 4K HD [1] - The improved visual processing allows the car to better understand its surroundings, such as recognizing traffic police hand gestures and distinguishing between different types of vehicles [1] - The update is initially rolled out to AI4 due to the high computational demands [1] AI and Computing - The upgrade highlights the importance of computing power, suggesting that older chips may not be able to handle the increased processing requirements [1]

還有人在傳 坐電動車輻射大 腿毛會掉光 這種鬼話嗎？ 來 數據打臉！ 最新的中國汽車 健康指數出爐 Model Y的 電磁輻射 得分是98.6%分！ 這不僅沒輻射 簡直就是 移動的養生艙 但真正觸動我的 是馬斯克的 一個秘密妥協 大家都知道 老馬做自動駕駛 是瘋狂的純視覺派 恨不得拆光 所有雷達對吧？ 但是！ 為了拿下了史上 最嚴的 2025 歐盟 五星安全評級 他在 Model Y 車裡裝了一個 獨特的雷達 這雷達不是 用來開車的 是用來救命的！ 它能直接探測 後座微小的 呼吸和心跳 如果你粗心 把孩子或寵物 忘在車裡 它會立刻 瘋狂報警 看出來了嗎？ 在自動駕駛上 馬斯克有技術潔癖 但在生命安全上 他願意向 實用主義低頭 這樣的特斯拉 是不是比你 想像的更成熟？. ...

Pony AI Inc. 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因依賴 該等內容而引致的任何損失承擔任何責任。 小馬智行* （於開曼群島註冊成立並以不同投票權方式控制的有限責任公司） （股份代號：2026） 自願公告 業務更新 本公告乃由Pony AI Inc.（「本公司」，連同其附屬公司統稱「本集團」）按自願性基 準作出，以向本公司股東及有意投資者提供有關本集團最新業務發展的資料。 本公司欣然宣佈與三一重卡、東風柳汽達成合作，將聯合打造第四代自動駕駛卡 車家族。 董事會主席兼首席執行官 彭軍博士 小馬智行第四代自動駕駛卡車套件將採用100%車規級零部件，複用全新一代 Robotaxi自動駕駛套件所採用的絕大部分零部件，單車自動駕駛套件BOM成本較 上一代大幅下降約70%。以「頭車有人、後車無人」的「1+4」編隊自動駕駛方案為 例，按現有示範場景測算，其單公里貨運成本相較傳統貨運將下降29%，貨運利 潤將提升195%，將實現貨運物流的大幅降本、提質和增效。 第四代自動駕駛卡車通過複用全新一 ...

Marketing Strategy - Tesla's referral program offers $15 to users who refer friends for FSD test drives [1] - The $15 incentive is framed as a "ground promotion fee" to mobilize millions of Tesla owners as FSD salespersons [1] - The strategy aims to leverage a small incentive (equivalent to two cups of coffee) to generate billions in future AI subscription revenue [1] Product Adoption - Referred friends receive three months of free FSD with the purchase of a Model 3 or Y [1] - The goal is to make users addicted to self-driving technology through the free trial [1]

Economic Indicators - China's Consumer Price Index (CPI) rose by 0.2% in October, marking a shift from two consecutive months of deflation[2] - The Producer Price Index (PPI) saw a narrowing decline, indicating potential stabilization in manufacturing prices[2] Market Performance - The Hang Seng Index closed at 26,241.83 points, down 0.92% for the day and up 30.82% year-to-date[5] - The Technology Index fell by 1.80%, while the Financial Index decreased by 0.22%[5] Stock Highlights - HKTVmall reported a total merchandise transaction value of HKD 688 million in October, a month-on-month increase of 6.01% but a year-on-year decrease of 4.31%[7] - Major blue-chip stocks showed weakness, with HSBC down 0.6% and Hong Kong Exchanges and Clearing down 1%[7] Investment Recommendations - Tencent Holdings (700.HK) has a target price of HKD 550, with a current price of HKD 554, reflecting a 6.18% increase from the recommendation date[10] - The stock of Minth Group (425.HK) is recommended with a target price of HKD 41, currently priced at HKD 38.14, showing a year-to-date increase of 152.25%[12] Commodity Prices - New York crude oil prices rose by 0.54% to USD 59.75 per barrel, while Brent crude increased by 0.39% to USD 63.63[5] - Gold prices increased by 0.47%, reaching USD 4,009.80 per ounce, with a year-to-date increase of 52.28%[5]

FSD v14 表現失常 引出了一個 最致命的質疑 就是FSD是不是 已經撞上了 HW4的 硬體極限？ 這可不是 我亂說的 這是Electrek 提出來的 他們的論點 也很直接 他們認為v14 距離L4/L5 自動駕駛 還差得太遠 他們估算 v14 現在 最好也只能做到 1200英里 干預一次 但 L4 需要多少？ 至少 10000 英里！ 兄弟們 這個指控 非常嚴重 你想想 如果這是真的 這就意味著 馬斯克「又一次」 就像當年的 HW3 一樣 把一個根本 無法實現全自動 駕駛的硬體 當作 「Full Self-Driving」 賣給了我們！ 這背後的 含義是什麼？ 如果 HW4 真的到頂了 撞牆了 那 FSD就不是 什麼未來 它根本就是 一場「騙局」！ 但 真的會是 這樣嗎？. ...

Technology & Automotive Industry Concerns - Tesla's FSD v14 is described by Elon Musk as almost "sentient," but initial user experiences suggest significant issues [1] - User reports indicate FSD v14 exhibits erratic behavior, such as excessive hesitation during simple turns [1] - The system suffers from "Brake Stabbing," described as random and startling braking incidents [1] - Drivers report "speed control" issues, with the car behaving as if in an aggressive "Hurry" mode from previous versions [1] - The system exhibits dangerous behavior, such as swerving at high speeds (70 mph) to avoid harmless road markings [1] Safety & Reliability - User experiences contradict claims of advanced AI, with some describing the system's driving as akin to a "drunk driver" [1] - The reliability and safety of FSD v14 are questioned, raising concerns about its practical application [1]

Group 1: Company Recommendations - The report recommends buying shares of Sensata Technologies (敏實集團) at a price of 39.00 HKD, with a target price of 45.00 HKD, indicating a potential upside of 15.4% [2][13] - Sensata Technologies has seen a year-on-year revenue growth of 10.8% to 12.287 billion RMB in the first half of the year, with net profit increasing by 19.5% to 1.277 billion RMB [7][12] - The company is actively expanding into new sectors such as AI and robotics, with its battery box business experiencing a nearly 50% year-on-year increase in revenue [4][7] Group 2: Industry Insights - The report highlights that the Chinese government has suspended the 24% tariff on imports from the U.S. for one year, which is expected to positively impact trade relations [16] - The report notes that the AI sector in China is accelerating, with breakthroughs in chip development and increased applications of "Artificial Intelligence+" [5] - The report indicates that the coal sector is expected to see upward price momentum for thermal coal [5] Group 3: Financial Performance and Projections - Sensata Technologies aims to achieve a revenue target of 82 billion RMB by 2030, representing a compound annual growth rate of 23% from 2024 to 2030 [8] - The company has improved its free cash flow and reduced its debt ratio, indicating potential for an increase in its dividend payout ratio [10] - Market expectations for the fiscal years 2024 to 2027 project a compound annual growth rate of 14.2% for revenue and 18.2% for adjusted profit [11]