Technology & Innovation - Tesla promotes its robotaxi technology by sending a driverless Model Y from the factory to a customer [1]

Key Takeaways TSLA completed a fully autonomous Model Y delivery with no one inside or guiding the vehicle remotely. The 30-minute trip from Tesla's Austin Gigafactory showed smooth, rule-abiding navigation throughout. This breakthrough follows earlier testing issues with erratic robotaxi behavior in Austin on June 22.Tesla, Inc. (TSLA) has achieved a breakthrough in autonomous vehicle technology by completing the world’s first driverless car delivery. A Model Y drove itself from Tesla’s Gigafactory in Au ...

近期，特斯拉官方账号发布了一则视频：一辆Model Y从特斯拉得州超级工厂出发，以全自动驾驶形 式，将自己交付给新车主，这在汽车历史上尚属首次。哈啰也于近期宣布进军Robotaxi赛道，成为国内 该领域又一新秀。诸多消息显示，当前Robotaxi市场竞争已进入白热化阶段，成本控制、自动驾驶技术 突破等商业化落地过程中的诸多挑战，正逐步被攻克。主机厂、自动驾驶企业、平台等多方合力推动 Robotaxi规模化发展，加速其商业化进程。 车企加速自动驾驶商业化落地 特斯拉成功交付具备完全自动驾驶能力的新车，为实现Robotaxi（自动驾驶出租车）目标迈出了关键一 步。此次交付的Model Y车内完全无人，且无须远程操作员干预，这意味着马斯克力推的Robotaxi愿景 正在加速照进现实，基于Robotaxi场景的完全自动驾驶商业化进程显著加快。 与此同时，多个海外传统主机厂纷纷加码Robotaxi。大众汽车近期首次公布Robotaxi战略目标，计划于 2026年推出基于ID.Buzz打造的自动驾驶车型 ID.Buzz AD，Uber将成为首批客户之一。按照计划，该服 务将于2026年在洛杉矶启动带安全员的运营，并于20 ...

"We're in an asset bubble, and TQI can help you navigate it profitably" In addition to our work on Seeking Alpha, we publish best-in-class investing tidbits and research insights at TQI Tidbits [free newsletter], Twitter, and LinkedIn. Follow for more investing content. I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial fr ...

以下文章来源于36氪出海 ，作者36氪出海 36氪出海 . 36氪出海（letschuhai.com）是关注出海的行业媒体，为企业跨境提供海外咨询及专业服务，同时运营着超万人的出海生态社群。 来源｜ 36氪出海（ID：wow36krchuhai） 封面来源 ｜ Unsplash 已秘密提交香港上市申请？文远知行回应 韩国首家小米之家线下门店开业 鱼你在一起泰国首店在曼谷开业 吉利汽车正式进军希腊市场 阿里巴巴2025财年收入9963.47亿元，跨境业务表现强劲 商务部：深入推进中国和南亚国家经贸合作 易控智驾完成超4亿元D轮融资 白皮书下载｜中转卡塔尔：中企参与沙特大型项目的物流新选择 2024年，沙特港口总计处理货物3.2078亿吨，同比大幅增长14.45%。但依赖单一运输路径的供应链风险不容忽视。 卡塔尔物流企 业海湾仓储公司（GWC）近期发布白皮书，提出创新物流解决方案Flow Port。 凭借卡塔尔独特的地缘优势，Flow Port为中国制 造商开辟了进入沙特市场的快速通道。通过减少海关和港口延误、简化跟踪和交付物流、提供可预测的库存进展，Flow Port构建 起连接亚洲制造业与沙特重点开发区域的物 ...

Core Viewpoint - Tesla is expected to release its second-quarter earnings in late July, with potential volatility in its stock price due to recent developments, including the robotaxi launch, which may serve as a positive catalyst for the company [1] Delivery Data - Tesla typically releases its production and delivery data shortly after the quarter ends, which is crucial as these figures represent its sales volumes [2] - Unlike traditional automakers, Tesla sells directly to consumers, making its delivery data a direct reflection of sales [2] Market Share Trends - Tesla's market share in the electric vehicle (EV) sector has been declining, from 58% at the end of 2022 to 43.5% in Q1 2025 [4] - Early sales data from the U.S. and Europe indicates that Tesla may need a strong sales month in June to meet analyst estimates [5] Competitive Landscape - Bears argue that Tesla's declining market share is due to a stagnant vehicle lineup and concerns over losing competitive edge [7] - Bulls attribute the decline to competitors' heavy investments and emphasize that Tesla's long-term success hinges on reducing vehicle costs to boost sales and develop its robotaxi business [8] Production and Sales Growth - Tesla's automotive sales dropped by 20% year-over-year in Q1, raising concerns about the need for production growth to lower unit costs [9] - Lower-cost vehicles are essential for the robotaxi business model, with plans for the Cybercab to begin volume production in 2026 [11] Potential Catalysts - Three key points Tesla's management could address in the earnings call that may positively impact the stock include: 1. Confirmation of the Cybercab's production timeline for 2026 [12] 2. Details on the expansion of the robotaxi pilot program [12] 3. Assurance of the introduction of lower-cost models in 2025, which could revitalize sales [11][12] Investment Perspective - Tesla remains a speculative growth stock, with the potential for a narrative shift in its EV sales and market share contingent on the successful introduction of lower-cost models [14]

RT Patrick (@patrick_cho_1)Not sure if it’s clear in the video: the white MY ahead at the factory is also driverless! It’s one of the many cars that drive autonomously from the end of the factory line to a parking lot to wait for delivery to customers. @Jagarzaf’s car just had a slightly different destination from its friends!From 10/10 and factory driverless to robotaxis and driverless delivery. The @Tesla_AI team will continue working hard to scale our solution. ...

RT Cathie Wood (@CathieDWood)Now that #robotaxis are commercializing , the next question is who will win this winner-take-most opportunity in the US. Based on two major competitive advantages, @skorusARK makes the case for $TSLA in The Brainstorm this week. ...

Now that #robotaxis are commercializing , the next question is who will win this winner-take-most opportunity in the US. Based on two major competitive advantages, @skorusARK makes the case for $TSLA in The Brainstorm this week.ARK Invest (@ARKInvest):One big differentiator between Waymo and Tesla? The ride model. Waymo requires partnerships and fleet control. Tesla can crowdsource its fleet, allowing owners to “opt in” like Airbnb hosts for autonomous rides. @skorusARK highlights more distinctions in "The ...

增长前景黯淡，大幅下调2025-27年盈利预期 汇丰基于4月和5月实际交付数据以及历史6月季节性规律分析，预计特斯拉Q2交付量将环比持平。这一 预测较当前市场共识低15%，主要原因包括产品组合老化、竞争加剧以及品牌形象担忧等结构性问题。 汇丰警告特斯拉盈利将持续令人失望，Robotaxi规模化面临三重严峻挑战。 据追风交易台，汇丰银行在最新的报告中维持特斯拉"减持"评级，目标价120美元不变，暗示较当前股 价有63%的下行空间。 基于4月和5月实际销量数据以及6月历史季节性因素，汇丰预测第二季度交付量环比持平，较市场预期 低15%，运营收入面临8%的下行风险。 汇丰分析师Michael Tyndall指出，特斯拉销量疲软源于产品老化、竞争加剧和品牌形象担忧，新款 Model Y改款对提振销量的作用有限。 汇丰还大幅下调2025-27年交付和盈利预期，预期RobotaxiAI计算成本上升但短期内难以贡献收入和利 润。汇丰认为，在没有明确推出价格低于2.5万美元的更实惠车型迹象下，中期销量增长将保持温和。 尽管改款Model Y已经推出，但似乎未能有效阻止销量下滑趋势。汇丰预计Q2生产情况将好于Q1，汽 车业务毛 ...