智通财经APP获悉，经过多年的期待与失约之后，特斯拉公司(TSLA.US)表示其自动驾驶出租车服务 (Robotaxi)将于本月晚些时候正式推出。但期权交易员们目前还不准备相信其带来利好的真实性。交易 员在期权交易中的持仓表明，预计该活动不会引起太大波动。 交易员们原本一直期待着特斯拉能在 6 月 12 日官宣该业务——然而该公司首席执行官埃隆·马斯克在周 二晚些时候表示，特斯拉Robotaxi完全无人自动驾驶的电动出租车暂定于6月22日开启首次公开载客服 务。 在此之后，交易员在期权交易中的持仓表明，预计该活动不会引起太大波动。据Piper Sandler期权策略 师Tom Keen所整理的数据，截至 6 月 13 日的一周内，期权交易者预计该股票的周涨幅为 5.4%，这比 该股票过去 12 个月的平均单周波动幅度低了 24%。 交易员们似乎更关注马斯克与特朗普之间正在上演的政治闹剧。就在上周，由于两位的公开争执，特斯 拉的股价从峰值跌至低点，跌幅达 23%。Roundhill Financial首席执行官Dave Mazza说道："现在关键在 于这场较量了。" 花旗股票策略师Vishal Vivek指出， ...

Group 1 - The rise of autonomous vehicles is expected to force a structural overhaul of the $400 billion U.S. auto insurance industry due to reduced human error accidents and significant cost declines, although liability issues remain contentious [1][2] - The autonomous driving market is rapidly expanding, projected to reach $7 billion by 2030, with the potential market for virtual drivers in Class 8 trucks estimated at $5 billion during the same period [1] - Tesla's highly anticipated Robotaxi service is set to launch in Austin, Texas, a city that has become a hub for the Robotaxi industry, with companies like Waymo already operating there [1] Group 2 - Insurance costs are predicted to decrease by over 50% in the next 15 years, from approximately $0.50 per mile in 2025 to around $0.23 per mile by 2040, although moderate actual growth in auto insurance premiums is expected in the next 10 to 15 years [2] - The core issue lies in liability determination, which is critical to the U.S. auto insurance system, as the responsibility for accidents becomes complex when vehicles are computer-controlled [2][4] - Traditional auto insurers may need to invest in talent and capabilities to underwrite new risks associated with product liability and cybersecurity, diverging from current risk attributes [2] Group 3 - Companies such as Tesla, Alphabet, Aurora Innovation, Uber, Lyft, and Progressive Corp. are viewed as beneficiaries of autonomous driving technology, with concerns over autonomous driving risks considered overstated by analysts [5] - Progressive and Allstate are identified as the largest players in the auto insurance market, with Progressive expected to continue gaining market share due to its competitive advantages in customer acquisition and pricing stratification [5] - Progressive has demonstrated a long-standing focus on vehicle technology and innovation, having pioneered usage-based insurance models nearly 30 years ago [5]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi 奥斯汀公开测试 2. FSD何时开始 授权其他车企 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周而收盘是326.09% 全天上涨了17.51%美元 涨幅是5.67% 美国三大股指 纳指上涨0.59% 道指上涨0.27% 标普上涨0.56% 第一部分 Robotaxi奥斯汀公开测试 特斯拉的Robotaxi计划 是自动驾驶技术 的一大进展 旨在实现完全无人 干预的交通工具 2025年6月10日 首辆无人驾驶 Model Y Robotaxi 在奥斯汀公路上测试 标志着特斯拉迈向 商业化运营的重要一步 视频显示 Model Y车身标有 Robotaxi字样 而且很明显 驾驶座上没有人 后排似乎是有乘客 在座位上 视频中显示该车 稳健的转弯通过路口 可以完美处理 行人过马路的情况 这一事件被视为 特斯拉Robotaxi计划 迈向商业化的关键一步 马斯克说 这些都是未经改装 直接出厂的特斯拉汽车 这意味着从Tesla工厂 出来的每辆车 都能够实现无人驾驶！ 马斯克还透露 Robotaxi使用的 新软体版 ...

马斯克官宣，特斯拉Robotaxi将在6月22日试运行，6天后上线自主交付。 当地时间周二，马斯克在X平台上透露，特斯拉无人驾驶Robotaxi服务暂定于6月22日在德州奥斯汀试 运行，届时他将亲自出席启动仪式。 马斯克还补充称，首次从特斯拉工厂到客户家中的自主交付行程（即Self-Delivery）将安排在6月28 日，当天也是马斯克本人的生日。 马斯克此前向媒体透露，此次试运行规模极小，仅涉及10到20辆Robotaxi，车型锁定为Model Y，搭载 公司全新的"无监督版"FSD（完全自动驾驶）技术。 测试车提前现身街头 周二早些时候，马斯克在X上分享了一段8秒钟的视频，显示特斯拉正在奥斯汀道路上测试无人驾驶车 辆，车内没有人类安全督导员。 他同时强调，由于对安全的"极度谨慎"，启动日期可能会有所调整。 视频中，一辆涂装为黑色、带有白色"Robotaxi"涂鸦风格标识的最新版Model Y SUV正在通过十字路 口，并在人行横道前礼让行人。 此外，Robotaxi服务将采取"地理围栏"（geofence）策略，初期仅在特定区域内运营，同时公司员工将 远程监控车队运行状况。 当前，特斯拉的Autopilo ...

Core Viewpoint - The demand for brake-by-wire systems is expanding due to increasing consumer requirements for vehicle safety and comfort, as well as the rapid growth of the electric vehicle market. The development of autonomous driving technology positions brake-by-wire systems as a key component for achieving high-level autonomous driving functions [1][11]. Group 1: Market Overview - The market for brake-by-wire systems in China is projected to grow significantly, with local brand production expected to reach 5.29 million units in 2024 and 6.55 million units in 2025. The total demand is anticipated to be 13.96 million units in 2024 and 16.19 million units in 2025, leading to a market size of 23.73 billion yuan in 2024 and 24.78 billion yuan in 2025 [1][11]. - The penetration rate of brake-by-wire systems in the Chinese market is expected to increase from 3.29% in 2018 to 50.8% in 2024, with electric vehicles reaching a penetration rate of 90% by 2024 [9][11]. Group 2: Industry Environment - The rapid development of electric vehicles has significantly boosted the demand for brake-by-wire systems. The Chinese government is likely to respond with regulations to support and standardize the development of the brake-by-wire industry [4][11]. - The brake-by-wire industry is part of a broader automotive industry chain, with upstream components including EHB/EMB parts, sensors, and actuators, while downstream includes vehicle manufacturing and aftermarket services [6][11]. Group 3: Competitive Landscape - The brake-by-wire market in China is characterized by competition between domestic and international brands. Bosch is the largest player, followed by Continental, ZF, and Wanli. Domestic suppliers include Tongyu Automotive, Yingchuang Huizhi, and Bertli [13][18]. - Key domestic companies are focusing on advanced technologies and partnerships with major automotive manufacturers to enhance their market presence and product offerings [18][21]. Group 4: Technological Development Trends - Brake-by-wire technology is rapidly replacing traditional hydraulic systems, driven by the trends of electrification and intelligence in the automotive sector. The industry is expected to see continued growth in demand as technology evolves [23].

国内网约车龙头滴滴，在 6 月 5 日晚公布了 2025 年的第一份季度财报，整体来看增长端表现平稳在预期之内；利润表现则比较出彩，好于预期且趋势上国内和海 外业务的利润率都有改善，以下是核心要点： 1、增长平稳、利润亮眼： 关键大数上，公司整体 GTV 同比增长 10%，总营收增长 8.5%。从预期差角度，和卖方预期大体一致；从趋势上看， 增长端维持着高 个位数～10% 左右的增长，绝对角度显然算不上高，但也算相对平稳。 利润表现则比较亮眼， 国内业务单季实现调整后 EBITA 超 31 亿，创历史最高 ，相比上季增多了约 10 亿，也显著超过卖方预期。同时， 海外业务 上季度明显扩 大的亏损（超 7 亿）， 本季亏损也显著缩窄到不足 2 亿。 国内和海外的利润表现全面不错。 2、国内出行量稳、价略跌： 国内业务的关键经营指标上， GTV 为 780 亿，同比增长约 9%，与市场预期基本一致 。拆分价量驱动因素，订单量同比增长 10%， 但部分被 客单价小幅下降 0.9% 所对冲，可以推测 "低价" 仍是网约车市场的主流趋势之一。 滴滴整体本季的 adj.EBITA 达 29.5 亿，想比上季的近 15 亿 ...

与此同时，Colin Rusch指出，特斯拉(TSLA.US)计划于6月推出的自动驾驶汽车将成为投资者关注的焦 点，这一事件可能对未来几个月该公司的股价起到决定性作用。他认为，特斯拉的未来在于"实体"人工 智能和自动驾驶技术，而投资者将把该公司是否具备实现正向自由现金流能力作为一个关键衡量标准。 值得一提的是，在马斯克离开政府效率部的前一周，他曾在电视节目中表示，对特朗普政府增加预算赤 字的巨额支出法案感到失望，其破坏了政府效率部团队正在做的工作。在此之前，马斯克也曾抨击特朗 普政府实施的关税政策，称不赞成"扭曲市场"的行为。有分析称，马斯克此番评论似乎表明，他与特朗 普之间的"蜜月期"已经结束。 当地时间5月30日，马斯克作为"特殊政府雇员"的任期结束。在去年的美国大选投入超2.9亿美元、为特 朗普胜选"立下汗马功劳"之后，马斯克在新一届美国政府中领导政府效率部，该部门的建立旨在"削减 政府开支，提高政府效率"。 然而，根据美国"政府效率部"网站的数据，截至4月20日政府效率部已为联邦政府节省约1600亿美元， 这仅完成了马斯克此前宣布的削减10000亿美元联邦开支目标的不足五分之一。尽管通过大规模裁员、 ...

【环球网科技综合报道】5月30日消息，据外媒报道，关于特斯拉将于6月12日在美国德克萨斯州的奥斯汀推出无人驾驶出租车 （Robotaxi）服务，具体细节仍笼罩在神秘之中。 外媒指出，尽管特斯拉首席执行官埃隆·马斯克表示，公司已经开始测试无安全驾驶员的车辆，并在奥斯汀的公共街道上成功完成了测 试。然而，这并未完全消除外界对特斯拉自动驾驶技术的疑虑。 报道称，特斯拉计划用10到20辆Model Y汽车推出这项服务，但这些车辆与销售给客户的版本有何不同仍不得而知。此外，有消息称 这些车辆将进行大量远程操作，由远程操作员监控并随时准备接管控制。然而，这一信息并非来自特斯拉官方，而是来自分析师的研 究报告。 与Waymo等机器人出租车公司相比，特斯拉的推出方式显得颇为不同。Waymo在推出服务前会进行长时间的测试，并仅允许特定人群 乘坐其车辆。而特斯拉则显得更为激进，试图在短时间内推出这项服务。 有媒体报道称，包括奥斯汀交通部门、紧急救援人员和联邦监管机构在内的关键部门，亦缺少关于即将行驶的Robotaxi的重要信息。 相比之下，Waymo、Zoox等其他无人驾驶汽车公司在政府沟通方面更为完善。这些公司通常会在进入新市 ...

Market Overview - US stock indices experienced slight gains, with the Dow Jones up 0.28%, Nasdaq up 0.39%, and S&P 500 up 0.4% [4] - Major tech stocks mostly rose, with Nvidia increasing over 3% and Broadcom up over 1% [4] - The semiconductor sector saw significant gains, with US Pixel up over 6% [4] - Chinese stocks listed in the US also saw gains, with the Nasdaq China Golden Dragon Index up 1.44% [4] Commodity Prices - International oil prices fell, with WTI crude down 1.49% to $60.92 per barrel and Brent crude down 1.43% to $63.40 per barrel [5] - Gold prices rebounded, with spot gold up 0.96% to $3317.8 per ounce [4] Corporate Developments - Nvidia's CEO plans to sell up to 6 million shares of stock, which may attract market attention [17] - Li Auto reported a net profit of 647 million yuan for Q1 2025, a year-on-year increase of 9.4%, with a delivery volume of 92,864 vehicles, up 15.5% [19] - Nezha Auto's logo was removed from its headquarters as the company prepares to relocate, indicating a potential shift in strategy [23] Regulatory and Policy Updates - The Chinese government urged the US to completely eliminate unilateral tariffs, emphasizing that trade wars have no winners [7] - The Chinese government issued an opinion to enhance the market-oriented allocation of resource and environmental factors by 2027, aiming for a more active trading market [8] New Initiatives - Huo La La announced the second batch of algorithm transparency measures to improve fairness and reduce costs for drivers [24] - DeepSeek-R1 model update enhances reasoning capabilities, positioning it competitively against international models [21] Miscellaneous - The Shanghai Lego Resort saw high demand, with all hotel rooms sold out shortly after opening, reflecting strong consumer interest in leisure activities [27]

Group 1 - Rongda Hezhong successfully passed the Hong Kong Stock Exchange listing hearing, indicating its recognized market position in the AIDC field, with projected revenue of approximately 350 million yuan and net profit of about 41 million yuan for 2024 [1] - Yushi Technology submitted its prospectus to the Hong Kong Stock Exchange, focusing on L4-level autonomous driving technology, with expected revenue of 265 million yuan for 2024, but currently operating at a loss [2] - Tencent's AI product ima has integrated the DeepSeek R1-0528 model, enhancing reasoning performance and code capabilities, which is expected to improve user experience and attract more users [3] Group 2 - The Ministry of Finance plans to issue 68 billion yuan of government bonds in Hong Kong in six phases, with the third phase of 12.5 billion yuan scheduled for June 4, 2025, aimed at enriching the RMB bond market and promoting RMB internationalization [4] - The Hong Kong stock market showed positive performance, with the Hang Seng Index rising by 1.35%, the Hang Seng Tech Index increasing by 2.46%, and the National Enterprises Index up by 1.37% on May 29 [5]