2025.10. 10 本文字数：720，阅读时长大约1分钟 来源 | 新华社 美国国家公路交通安全管理局9日说，将对288万辆配备"完全自动驾驶"系统的特斯拉汽车展开调 查，原因是收到50余起交通安全违规及事故报告。 国家公路交通安全管理局说，特斯拉"完全自动驾驶"系统导致汽车出现"违反交通安全法规的行为"， 包括闯红灯、逆行变道等。管理局目前正在审查58起相关报告，其中涉及14起事故，造成23人受 伤。 6起事故报告显示，使用"完全自动驾驶"系统的特斯拉汽车在红灯时驶入路口并与其他车辆相撞，其 中4起事故导致人员受伤。另有车主投诉，"完全自动驾驶"系统未能准确识别交通信号灯或未在红灯 时完全停下车，但特斯拉"没有解决问题甚至不承认存在问题"。 2024年10月，管理局对大约240万辆配备"完全自动驾驶"系统的特斯拉汽车展开类似调查，理由是汽 车在能见度低的条件下发生了4起碰撞事故。 据特斯拉官网介绍，"完全自动驾驶"系统能够在驾驶员监督下，智能、精确地完成驾驶操作，包括路 线导航、转向、变道、泊车等，但目前启用的功能仍需进行人为的监控。 微信编辑 | 苏小 第 一 财 经 持 续 追 踪 财 经 热 点 ...

另外，值得注意的是，9月16日，多家媒体报道，美国相关机构对部分特斯拉电动汽车可能存在"电子门 把手失灵"的问题展开调查，涉及车辆约17.4万辆。 美国国家公路交通安全管理局16日称，此次调查涉及特斯拉旗下的2021款Model Y车型，共约17.4万 辆。这些车辆的电子门把手，在一些情况下可能存在无法正常工作的问题。该机构当前共收到9份相关 报告，其中有车主称，他们在下车后被锁在了车外，由于电子门把手失灵导致无法开门，孩子被困在车 的后排，他们不得不打破窗户玻璃。 据新华社报道，美国国家公路交通安全管理局将对288万辆配备"完全自动驾驶"系统的特斯拉汽车展开 调查，原因是收到50余起交通安全违规及事故报告。 国家公路交通安全管理局说，特斯拉"完全自动驾驶"系统导致汽车出现"违反交通安全法规的行为"，包 括闯红灯、逆行变道等。管理局目前正在审查58起相关报告，其中涉及14起事故，造成23人受伤。 6起事故报告显示，使用"完全自动驾驶"系统的特斯拉汽车在红灯时驶入路口并与其他车辆相撞，其中4 起事故导致人员受伤。另有车主投诉，"完全自动驾驶"系统未能准确识别交通信号灯或未在红灯时完全 停下车，但特斯拉"没有解决 ...

据路透社报道，当前的调查只是初步评估，一旦管理局认定车辆存在"不合理安全风险"，可能要求 召回。 管理局还将审查"完全自动驾驶"系统在铁路道口附近的表现。国会参议员理查德·布卢门撒尔等人9 月以险些导致碰撞的事件增多为由敦促管理局展开调查。 新华社北京10月10日电 美国国家公路交通安全管理局9日说，将对288万辆配备"完全自动驾驶"系 统的特斯拉汽车展开调查，原因是收到50余起交通安全违规及事故报告。 国家公路交通安全管理局说，特斯拉"完全自动驾驶"系统导致汽车出现"违反交通安全法规的行 为"，包括闯红灯、逆行变道等。管理局目前正在审查58起相关报告，其中涉及14起事故，造成23人受 伤。 6起事故报告显示，使用"完全自动驾驶"系统的特斯拉汽车在红灯时驶入路口并与其他车辆相撞， 其中4起事故导致人员受伤。另有车主投诉，"完全自动驾驶"系统未能准确识别交通信号灯或未在红灯 时完全停下车，但特斯拉"没有解决问题甚至不承认存在问题"。 特斯拉对此暂无回应，但本周更新了相关软件。 2024年10月，管理局对大约240万辆配备"完全自动驾驶"系统的特斯拉汽车展开类似调查，理由是 汽车在能见度低的条件下发生了4起碰撞事 ...

Core Viewpoint - A group of seven Tesla owners in China has filed a lawsuit against the company for alleged fraud regarding the Full Self-Driving (FSD) feature, claiming that their vehicles cannot support the promised capabilities due to hardware limitations [1][7]. Group 1: Lawsuit Details - The lawsuit was filed in August 2023 in the Daxing District People's Court in Beijing, marking the first instance of Chinese consumers suing Tesla over the FSD feature [1]. - The plaintiffs are seeking a refund of the FSD purchase price along with triple compensation, citing misleading advertising and the inability of their vehicles to perform as promised [7]. - The legal basis for the lawsuit includes violations of consumer rights laws, which require businesses to provide truthful and comprehensive information about their products [7][9]. Group 2: Customer Experience - One plaintiff, referred to as "Lufei," purchased the FSD feature in August 2019 for CNY 56,000, based on Tesla's claims of achieving full autonomy within two to three years [2][4]. - After five years, Lufei reported that the FSD feature only enabled basic functions like highway lane changes, while more advanced features remained unfulfilled [4]. - Tesla's FSD feature has seen a price increase, currently priced at CNY 64,000, which has contributed to customer dissatisfaction [4]. Group 3: Company Response and Changes - In February 2023, Tesla rebranded the FSD feature from "Full Self-Driving Capability" to "FSD Smart Assist Driving," limiting its availability to vehicles equipped with the newer HW4.0 hardware [4]. - Tesla's customer service has reportedly denied refund requests for the FSD feature, stating that the "Smart Assist Driving" option is non-refundable [5][6]. - Elon Musk acknowledged in a recent earnings call that the HW3 hardware may not support full self-driving capabilities, which has raised further concerns among customers [4].

与此同时，特斯拉在中国市场上也有突破性进展。公司推出的Model Y L——加长轴距版电动SUV，成 为市场焦点。这款车型在中国地区的订单已经售罄，并且预计最早将于2025年11月交付。新车的订单数 量表明，市场对这款车型的需求非常旺盛，超过3.5万辆的订单在短时间内涌入，反映了消费者对空间 和性能的高度认可。 Model Y L的推出不仅在满足中国市场偏好方面表现出色，也为特斯拉在全球市场开辟了新的增长机 会。分析人士认为，这款车型的成功将大幅提升特斯拉在季度销量中的表现，并帮助其在竞争激烈的电 动车市场中保持领先地位。 综合来看，特斯拉的战略布局和技术创新使其在多个领域稳步发展。投资者可关注其FSD系统的进一步 升级，以及Model Y L在全球市场的销售表现。特斯拉的技术优势和市场反应力显示出其未来增长潜 力，投资者需密切关注这些动态，以便在合适的时机做出投资决策。通过充分考虑特斯拉的长期战略和 市场表现，可能将为投资者带来可观的收益。 来源：市场资讯 （来源：美股情报站） 近期，特斯拉的股价连涨三天，于9月11日大涨6.04%，创下自2025年2月以来的新高。这一波涨势令投 资者对特斯拉的市场表现充满 ...

Core Viewpoint - The article discusses the rise of Zhu Xiaotong, a key executive at Tesla, highlighting his significant wealth accumulation through stock options and sales, contrasting his actions with Elon Musk's long-term vision for the company [4][11][31]. Group 1: Zhu Xiaotong's Rise and Wealth Accumulation - Zhu Xiaotong, originally responsible for Tesla's charging network in China, has become a crucial figure in the company, amassing over $8.5 million in cash and holding stock worth approximately $21.5 million [4][20]. - His stock options include a plan for 339,060 shares, potentially worth up to $780 million, reflecting a significant financial incentive tied to his performance [15][20]. - Zhu's frequent stock sales, particularly in 2023, have raised questions about executive confidence in Tesla's future, as he has sold approximately 29,539 shares for around $8.5 million [18][20][22]. Group 2: Tesla's Executive Actions and Market Reactions - Tesla's executives, including Zhu, have engaged in a collective stock sell-off, indicating a cautious outlook amid declining performance metrics, with total sales exceeding $200 million [26][27]. - The company's second-quarter results showed a 12% year-over-year revenue decline to $22.5 billion, with a 13.5% drop in global deliveries, raising concerns about its growth trajectory [28][29]. - Elon Musk's emphasis on long-term goals, such as full self-driving and Robotaxi services, contrasts with the immediate financial actions of his executives, creating a tension between current performance and future aspirations [29][30]. Group 3: Broader Implications for Tesla - The article illustrates the dichotomy within Tesla, where executive stock sales reflect personal financial security concerns against a backdrop of uncertain market conditions and declining sales [26][28]. - Musk's strategy of tying executive compensation to long-term performance may lead to short-term skepticism from investors, as high-level executives cash out amid a challenging business environment [22][24]. - The ongoing narrative of Tesla's transformation and future potential is juxtaposed with immediate operational challenges, highlighting the complexities of managing investor expectations in a volatile market [29][30].

Group 1 - The simultaneous appearance of FAW Audi and SAIC Audi at the Chengdu Auto Show highlights the competitive dynamics between the two brands, with FAW Audi emphasizing its heritage and standards through its four-ring logo, which SAIC Audi lacks [2] - Leap Motor's senior vice president responded to rumors about FAW's potential stake in the company, indicating ongoing strategic collaborations and the possibility of equity partnerships, with reports suggesting FAW plans to acquire around 10% of Leap Motor [2] - The new generation Zhiji LS6 has received over 48,000 pre-orders since its launch, with more than 52% of orders coming from traditional fuel vehicle users, indicating a shift in consumer preferences [2] Group 2 - A survey revealed that only 14% of American consumers believe that Tesla's support for Full Self-Driving (FSD) would increase their likelihood of purchasing a Tesla, while 35% think it would decrease their likelihood, and 51% stated it has no impact on their purchasing decision [3] - The perception of Tesla's safety has declined, with the percentage of consumers considering Tesla unsafe rising from 34% to 36%, while those viewing it as very safe dropped from 17% to 13% [3]

Core Insights - The article highlights the contrasting financial strategies of Tesla's executives, particularly Tom Zhu, who has liquidated significant stock holdings while Elon Musk continues to bet on the company's long-term vision [3][5][15]. Group 1: Tom Zhu's Rise and Wealth Accumulation - Tom Zhu, originally responsible for Tesla's charging network in China, has rapidly ascended to become a key figure in the company, amassing over $8.5 million in cash from stock sales and holding stock worth over $20 million [3][11]. - Zhu's wealth accumulation includes a stock incentive plan potentially worth up to $780 million, reflecting a significant financial opportunity tied to his performance and tenure at Tesla [8][9]. - His stock liquidation activities have raised questions about executive confidence in Tesla's future, especially as he has sold shares regularly since 2021, with notable sales in 2023 [9][13]. Group 2: Tesla's Strategic Vision and Challenges - Elon Musk's long-term vision for Tesla includes ambitious projects like fully autonomous driving and a sustainable energy ecosystem, which he believes will drive future growth despite current operational challenges [4][19]. - Tesla's recent financial performance has shown signs of strain, with a 12% year-over-year revenue decline and a significant drop in global delivery numbers, indicating potential market vulnerabilities [18][19]. - The article discusses the broader context of Tesla's executive stock sales, which reflect a collective caution among management regarding the company's short-term outlook amid increasing competition and regulatory changes [15][18]. Group 3: Market Reactions and Future Outlook - Following disappointing quarterly results, Tesla's stock price fell over 4%, highlighting investor concerns about the company's immediate performance versus its long-term aspirations [19]. - Musk's public statements emphasize confidence in Tesla's future, particularly regarding the rollout of autonomous driving technology, which he believes will significantly enhance the company's market position [14][19]. - The article concludes with a reflection on the ongoing narrative of Tesla's evolution, suggesting that the company's future will hinge on its ability to execute its ambitious plans while navigating current market challenges [21][22].

Core Viewpoint - Waymo, a subsidiary of Google focused on fully autonomous driving, has begun collecting mapping and high-definition data in New York City with human safety drivers, aiming to obtain testing permits for autonomous taxis in the city [1][2] Group 1: Waymo's Progress and Strategy - Waymo is accelerating its efforts to expand into major U.S. cities, contrasting with Tesla's limited testing in Austin, Texas [2] - The company has been providing fully autonomous taxi services in cities like Phoenix, San Francisco, and Los Angeles since 2020, with over 150,000 paid rides weekly and a fleet that drives over 1 million miles each week [3] - Waymo's sixth-generation autonomous driving system, equipped with multiple radars, LIDAR, and cameras, offers high-precision perception in various weather conditions [3] Group 2: Comparison with Tesla - Tesla's Robotaxi service still requires a safety driver and has not yet received regulatory approval for fully autonomous operations without a driver [4] - Tesla has initiated small-scale testing of its Robotaxi service in Austin, using around 10 Model Y vehicles, with plans to expand its fleet [6] - Analysts, including Morgan Stanley, maintain a bullish outlook on Tesla, linking its future stock performance to the success of its Robotaxi network and FSD system [7]

Group 1 - Elon Musk's political ambitions are perceived to be detrimental to Tesla, as investors hope for a revival of the company's sales and transformation into an AI giant [1] - Apple's foldable iPhone has entered the Prototype 1 development stage, with expectations for market release in the second half of 2026, while the foldable iPad project has been shelved due to production challenges and low market acceptance [1] - Northeast Asia's jet fuel exports to Europe reached a near one-year high in June, driven by lower shipping costs and ample Asian supply, with approximately 350,000 tons (2.8 million barrels) shipped from South Korea and China [1] Group 2 - The establishment of "FSD PAC," a political action committee aimed at countering Musk's political ambitions, was announced by a Trump ally [2] - Beijing Mosska Supply Chain Management Co., Ltd. completed a Series A financing round of 30 million RMB to enhance its offline store layout in the premium coffee sector [2] - Beijing Zhongke Guangxi Science and Technology Research Institute's Shandong branch secured 10 million RMB in Series A financing to support its development in chemical research and testing [3][4] Group 3 - Shanghai Junfeng Network Technology Co., Ltd., a subsidiary of Hello, increased its registered capital from 6.1 billion RMB to approximately 6.6 billion RMB [5] - Dubai successfully completed the first test flight of an air taxi, with plans to launch commercial operations in 2026, significantly reducing travel time from Dubai International Airport to Palm Jumeirah [6] - Huason Pharmaceutical received approval for clinical trials of its CX001 sustained-release tablets, marking a milestone for the company's innovative drug development platform [6] Group 4 - Meituan upgraded its membership system to include health services, offering benefits such as free doctor consultations for premium members [7] - The world's first 500-megawatt impulse turbine unit was successfully developed, marking a significant breakthrough in high-head, large-capacity turbine technology in China [8] - The Chinese Ministry of Foreign Affairs emphasized the importance of the BRICS cooperation mechanism for promoting global governance and economic globalization [8]