根据美国汽车网站Electrek报道，基于欧洲主要市场的汇总注册数据，特斯拉2025年在欧洲的全年销量从2024年约32.6万辆降至23.5万余辆，同比下跌 27.8%。这种下滑在其核心市场德国和英国尤为明显。 丢掉2025年纯电动车全球年销量冠军后的特斯拉，在其重要的海外市场——欧洲，也正面临着严峻挑战。 另一方面，欧洲新能源汽车市场的格局，正受到政策环境变化的深刻影响。2025年底，欧盟委员会提议放宽原定的2035年"禁售燃油车"目标，将新车"零排 放"要求调整为较2021年"减排90%"。这一政策转向，为插电式混合动力汽车（PHEV）等非纯电技术路径在2035年后的销售留出了明确空间，也给专注纯电 路线的车企带来了新的课题。 市场的真实选择已经反映了这一趋势。根据欧洲汽车制造商协会（ACEA）的数据，在2025年前11个月，纯电动汽车在欧盟的市场份额为16.9%；而混合动 力汽车（包括PHEV和HEV）的市场份额则高达34.6%，继续成为欧盟消费者的首选。增长势头也证明了这一点：2025年1月至9月，欧洲及英国的PHEV新车 销量同比增长32%，达到约92万辆；同期纯电动车销量增长25%，为180万辆。 ...

福特汽车于周三宣布，将于 2028 年推出3 级驾驶辅助系统，该系统可支持驾驶员在特定高速公路路段 行驶时，双手脱离方向盘且视线不必紧盯路面。 福特方面表示，这项技术将率先搭载于其全新电动车型平台，该平台由加州专项团队研发，未来计划拓 展至更多车型。该平台下的首款车型为一款中型电动皮卡，预计于 2027 年上市，目标售价 3 万美元， 将配备目前福特其他车型均未搭载的先进软件系统。 不过，福特并未透露该平台下哪一款车型会率先搭载这套高级驾驶辅助软件。 福特电动汽车、数字化及设计业务首席官道格・菲尔德在接受路透社采访时称，这套 3 级系统不会作为 3 万美元售价车型的标配功能，而是将以选装形式提供，具体加价金额尚未确定。 菲尔德表示："我们也在深入研究该功能的商业模式。它应该采用订阅制收费？还是让消费者一次性买 断？目前我们的核心目标是让这项技术足够亲民，对此我们满怀信心。定价方案还有充足的时间去敲 定。" 这家总部位于密歇根州迪尔伯恩的车企正致力于自主研发这套系统，减少对供应商的依赖。此举旨在降 低成本、加快向用户推送系统更新的速度，并改善产品质量 —— 后者一直是福特长期面临的痛点。 通用汽车曾于去年 10 ...

来源：环球网 外媒称，特斯拉已开始从工厂生产线上招募工人来运营其网约车车队。根据本月初出现在其工厂的海报 显示，特斯拉正向生产助理和物料搬运工提供额外的工时和薪酬，让他们担任人工智能操作员一职。海 报上还显示，如果员工推荐朋友担任人工智能操作员职位，即可获得 500 美元奖励。 据介绍，人工智能操作员坐在驾驶座上，在特斯拉FSD 软件启动时监控车辆，并在必要时接管驾驶。 特斯拉计划最终将该软件作为一项完全自动驾驶服务发布。 外媒表示，人员扩充或许有助于特斯拉加快服务速度。特斯拉9月份向公众推出Robotaxi应用程序后， 等待时间激增，一些乘客在社交媒体上反映，等待时间长达40分钟，而且车辆供应不足。（思瀚） 【环球网科技综合报道】12月22日消息，据《商业内幕》报道，特斯拉正全力投入其 Robotaxi服务—— 并让工厂工人和销售人员担任驾驶员来实现这一目标。 ...

Core Viewpoint - Rivian Automotive is being reassessed by Wall Street analysts following its "AI and Autonomous Driving Day," showcasing new self-developed autonomous driving chips and AI technologies, highlighting a significant divide in opinions regarding the company's future prospects [1] Group 1: Technology and Product Development - Rivian plans to equip its upcoming R2 SUV with the Rivian Autonomy Processor 1 (RAP1) chip and a new lidar sensor, aiming for full autonomous driving capabilities [2] - The RAP1 chip features advanced "chiplet" packaging technology with a bandwidth of 205GB per second, driving the next-generation onboard computer, Autonomy Compute Module 3, which can process 5 billion pixels per second, four times the performance of the current Nvidia system [2] - The company aims to achieve Level 4 autonomous driving capabilities and plans to incorporate lidar and radar technologies in future models [3] Group 2: Analyst Ratings and Market Sentiment - Needham reaffirmed a "Buy" rating for Rivian, raising the target price to $23, citing confidence in Rivian's unique market positioning and vertical integration that supports faster learning and iteration in driver interface and autonomous technology [3][4] - Morgan Stanley remains cautious, maintaining an "Underweight" rating with a target price of $12, highlighting risks in demand that could limit data collection necessary for advanced autonomous driving [4] - Wells Fargo holds a neutral stance with an "Equal Weight" rating, noting the low margin for error in Rivian's operations and the need for the company to prove its ability to grow its customer base while maintaining low advertising costs [5] Group 3: Company Performance and Challenges - Rivian's stock price increased by 1.3% in pre-market trading after a 6.1% drop following the "AI and Autonomous Driving Day," with a year-to-date increase of over 23% [5] - The company has faced operational challenges, with its Illinois factory expected to produce fewer than 50,000 vehicles this year, significantly below its capacity [6] - Rivian has experienced substantial stock price declines, losing over 80% from its IPO peak, despite securing a $6 billion investment from Volkswagen for a joint project [6]

Domestic News - The Ministry of Industry and Information Technology announced the creation of national emerging industry development demonstration bases, focusing on key areas such as intelligent connected new energy vehicles, new materials, and high-end equipment, aiming to establish around 100 park-type and 1,000 enterprise-type bases by 2035 [2] - Hebei Province plans to implement an industrial innovation project to accelerate the cultivation of industries like intelligent connected vehicles, biomedicine, and new energy, aiming for integrated cluster development and boosting consumption [4] International News - The UK government announced an additional £1.3 billion (approximately 121.09 billion RMB) in electric vehicle subsidies and £200 million (approximately 18.62 billion RMB) for charging infrastructure, further promoting the transition to zero-emission vehicles [5] Company News - VinFast reported a significant increase in Q3 electric vehicle deliveries, but its net loss expanded to approximately 240 trillion VND (about 68.4 billion RMB), a year-on-year increase of 81%, despite a 47% rise in total revenue [6] - Tesla launched its Full Self-Driving (FSD) software in South Korea, marking the software's availability in seven countries/regions [7] - BYD and Midea reached a strategic cooperation agreement to create a "people-vehicle-home" smart living paradigm, allowing users to control home appliances from their vehicles [9] - Deep Blue Automotive plans to take over Beijing Hyundai's Chongqing factory, although specific production timelines and models remain undisclosed [10] - Xiaomi Group's founder Lei Jun invested over HK$100 million to increase his stake in the company, raising his ownership to 23.26% [11] - The Ministry of Industry and Information Technology announced the establishment of a standardization technical committee for humanoid robots, with members including executives from Chery and XPeng [12] - IM Intelligent Vehicle launched its IM6 model in New Zealand, with a starting price of NZ$66,900 (approximately 267,000 RMB) [13] - Pony.ai and Sunshine Mobility announced a strategic partnership to develop a large-scale autonomous driving fleet, enhancing the quality of autonomous mobility services in major cities [14] - JD Group commenced construction of a new R&D center in Nanjing, with an investment of 3.5 billion RMB, focusing on AI, robotics, and autonomous driving technologies [15]

Core Viewpoint - Multiple Chinese car owners have filed a collective lawsuit against Tesla regarding the Full Self-Driving (FSD) feature, claiming fraud due to hardware limitations that prevent their vehicles from supporting the advertised capabilities [1][4]. Group 1: Legal Proceedings - The initial court hearing scheduled for December 5 has been canceled after Tesla raised a jurisdictional objection, seeking to transfer the case to a higher court [1]. - Approximately 10 car owners have filed lawsuits in the Daxing District People's Court, alleging that Tesla misled them about the FSD capabilities at the time of purchase [1][2]. - The plaintiffs are demanding a refund and triple compensation, arguing that they were misled about the FSD functionality due to hardware constraints [1]. Group 2: Contractual Agreements - The original purchase agreement signed in 2019 includes a clause stating that disputes should be resolved in the Daxing District People's Court [2][4]. - The plaintiffs' attorney argues that the case does not meet the criteria for elevated jurisdiction, emphasizing that the Daxing District Court has clear jurisdiction as per the contract [4]. Group 3: Tesla's Position and Market Response - Tesla has requested the case to be moved to the Beijing Second Intermediate People's Court, citing previous rulings in similar cases that dismissed the plaintiffs' claims [1]. - Elon Musk acknowledged in a recent earnings call that the current HW3.0 hardware may not support full self-driving capabilities, which aligns with the plaintiffs' claims [4]. - In February 2023, Tesla rebranded the FSD package from "Full Self-Driving Capability" to "FSD Smart Assist Driving Function," indicating that only vehicles equipped with HW4.0 are currently eligible for the feature [4].

Group 1 - Maserati has reduced the price of its electric SUV model Grecale Folgore to 358,800 yuan, with a range of 533 kilometers, but the final cost may reach around 400,000 yuan after options [2] - The founder of the toy industry pioneer Lin Liang passed away at the age of 102, known for introducing Transformers toys to China and supporting education through donations [4] - Hema's pet food brand "Pet Fresh" is closing all stores less than a year after opening, with significant discounts being offered at remaining locations [6] Group 2 - JD.com has launched a "JD Review" feature in testing phase, allowing users to review hotels and attractions, but it is not yet commercialized [9] - Apple CEO Tim Cook may step down as early as next year, with John Ternus seen as a potential successor, as the company prepares for leadership transition [10][11] - Sony Pictures has acquired the film rights for Bubble Mart's Labubu toy, which is currently in early development [13] Group 3 - A private international school in Beijing is facing financial difficulties, unable to pay staff salaries, attributed to shareholder disputes [19][14] - Alibaba's Tongyi app has been renamed to Qianwen, aiming to compete with ChatGPT as a personal AI assistant [17] - Five major airlines announced free cancellation and modification for tickets related to Japan routes due to special circumstances [17] Group 4 - Berkshire Hathaway has reduced its stake in Apple from 280 million shares to 238.2 million shares, while holding nearly $4.3 billion in Alphabet stock [19] - Tesla claims its Full Self-Driving (FSD) system has driving experience that surpasses any human driver, based on extensive data collection [18] - Google plans to increase its investment in data centers in India to over $15 billion, focusing on AI infrastructure [22] Group 5 - GAC High Domain has completed a 200 million yuan Pre-A round of financing, totaling 500 million yuan this year [24] - NOITOM Robotics has secured nearly 100 million yuan in Pre-A financing, with participation from various investment firms [24] - AI 3D generation company Yingmou Technology has completed a multi-million dollar A+ round of financing to enhance its technology and market reach [25]

Group 1 - Maserati has reduced the price of its SUV model Grecale Folgore to start at 358,800 yuan, with a range of 533 kilometers using CATL battery technology, although the final price may reach around 400,000 yuan after options [2] - Tesla claims that its Full Self-Driving (FSD) system has driving experience that far exceeds any human driver, leveraging over a century of data and billions of miles of real-world driving data for validation [2] - Leap Motor has set a sales target of 1 million vehicles for next year, having already achieved its 2025 target of 500,000 vehicles 45 days ahead of schedule [2] - Dongfeng Motor announced a new automotive brand in collaboration with Huawei, set to be unveiled on November 20, 2023, focusing on mid-to-high-end intelligent vehicles [2]

这可能是最后一代不能"完全自动驾驶"的FSD了： KOL用户第一时间上传大量实测，有人惊叹FSD真的像马斯克说的那样有了"意识"，能理解场景环境： 当然也不断有人抱怨反馈，怎么看似简单的场景，FSD感觉始终不得要领… 凡此种种，老马统一回话：问题已经解决95%，下一个V14.2版本，全面实现完全自动驾驶。 而老马第一次承诺"完全自动驾驶"，已经是10年前的事了。 改进、厉害的地方 一个月前FSD V14首次更新，最大的特征是"打通"，打通各种停车、接驳功能和开放道路上的智能辅助驾驶体验。 也就是国内用户更加熟悉的车位到车位驾驶能力，V14现在能够处理完整的door to door行程。 14.1.7小版本更新，直观体验上是在各个场景的处理，更加丝滑平顺。 比如常规十字路口，没有极端Corner case的情况，FSD现在不会有丝毫犹豫或迟疑，也不会在确认安全可通行的情况下再做无谓的提前减速避让： 刚刚，特斯拉推送了V14.1.7版本FSD： 有人被FSD极限场景的操作能力震惊到： 这说明"规则"的含量，在FSD里越来越低了。 遇到行人横穿马路，FSD与路上其他人类司机相比，显然更加礼貌，会在比较远的地方就主动 ...

Core Points - Elon Musk has received a potentially $1 trillion compensation package, which is considered the most expensive in business history [5][12] - The approval of this package comes at a time when Tesla is facing significant challenges, including a 45% drop in European sales and a halving of profits [6][10] - Despite skepticism from professional investors, retail shareholders overwhelmingly supported the package, viewing Musk as integral to Tesla's identity and future [22][33] Company Performance - Tesla's current market value is $1.5 trillion, and Musk's compensation is contingent upon increasing this to $8.5 trillion, a 466% increase [12][15] - The compensation is divided into 12 milestones, each requiring specific performance targets, including achieving a market cap of $2 trillion and selling 1 million humanoid robots [13][14] - Analysts have noted that even achieving a few of these milestones could result in Musk earning hundreds of billions, raising concerns about the feasibility of the targets [18][20] Shareholder Sentiment - Retail investors are more focused on Musk's vision and past successes than on corporate governance principles, leading to a 75% approval vote for the compensation package [32][50] - The sentiment among shareholders is that without Musk, Tesla's stock would plummet, prompting them to support the package as a means to retain his leadership [33][50] - The vote reflects a belief in Musk's ability to turn ambitious visions into reality, despite the risks involved [47][50] Strategic Implications - The $1 trillion package is seen as a strategic investment in Tesla's future direction towards AI and robotics, rather than just a salary [49][50] - Musk's focus on humanoid robots and autonomous vehicles positions Tesla as a leader in these emerging markets, with potential for significant market share [38][49] - The approval of this compensation plan signals a commitment to ambitious technological advancements, which could reshape the automotive and tech industries [49][50]