Core Insights - Tesla Inc. and Alphabet Inc.'s Waymo are leading companies in the autonomous driving sector, but they adopt different methodologies in their approaches to achieving this technology [1] Group 1: Focus on Safety - Waymo's vice president of onboard software, Srikanth Thirumalai, asserts that the safety standards for autonomous driving should surpass human driving capabilities, emphasizing the need for a safe product [2] - The company is committed to reducing sensor costs while enhancing software quality, with plans to decrease the number of sensors in future robotaxi models [3][4] - Thirumalai highlights the importance of defining safety standards and evaluating driving scenarios to minimize incident rates, acknowledging that while striving for safety, perfection is unattainable [5] Group 2: Different Perspectives on Technology - Tesla's vice president of AI, Ashok Elluswamy, believes that autonomous driving should primarily rely on cameras, akin to human vision, arguing that the challenge lies more in AI than in sensor technology [6] - Elluswamy states that the self-driving issue is fundamentally an AI problem, asserting that cameras already provide sufficient information, and the focus should be on extracting that information effectively [7] Group 3: Ongoing Debate - The contrasting views between Waymo and Tesla highlight an ongoing debate in the industry regarding the best approach to achieving safe and effective autonomous driving solutions [8]

Core Viewpoint - Tesla Inc. has introduced a limited-time offer allowing customers to transfer their Full Self-Driving (FSD) feature to a new Tesla vehicle, available for orders placed by March 31, 2026 [1][2]. Group 1: FSD Transfer Program Details - The FSD transfer program is available for customers who place an order for a new Tesla vehicle by the specified deadline [2]. - Only the new vehicle will have access to the FSD feature after the transfer from an existing vehicle [2]. Group 2: Eligibility Details - Customers must be the legal owner and registrant of the current vehicle with FSD purchased outright to qualify for the transfer [3]. - Both vehicles must be under the same Tesla Account, and all terms and conditions must be agreed upon before delivery [3]. - Vehicles under active lease, business, commercial, or pre-owned orders are not eligible for the transfer program [3]. Group 3: Additional Conditions - The transferring vehicle must not be involved in any pending cancellation or buyback requests or have outstanding liens or balances [4]. Group 4: Recent Updates on FSD - This announcement follows updates regarding Tesla's FSD transfer policies, including the conclusion of the free FSD transfer service at the end of March [5]. - Customers taking delivery between April 24, 2025, and March 31, 2026, may be eligible for free transfers [5].

Core Viewpoint - Tesla's CEO Elon Musk acknowledges that reaching a $100 trillion valuation is a challenging yet possible goal, requiring significant effort and favorable circumstances [1][2]. Group 1: Current Valuation and Future Goals - Tesla's current market capitalization is $1.5 trillion, indicating a need for a 65-fold increase to reach the $100 trillion target [1]. - Musk's vision for Tesla extends beyond electric vehicles to include robotaxis, humanoid robots, energy storage, and manufacturing [1]. Group 2: Potential Growth Areas - The robotaxi market is projected to be worth $10 trillion by 2030, which could significantly enhance Tesla's valuation [3]. - The humanoid robot market is estimated by Morgan Stanley and Citi to be between $5 trillion and $7 trillion [3]. - Musk aims to produce 100,000 units of the Optimus humanoid robot monthly within five years, potentially generating $30 billion in annual revenue [3]. - Tesla deployed 14.2 GWh of energy storage in the last quarter and 46.7 GWh over the past year, indicating growth in this sector [3]. Group 3: Executive Compensation - In November 2025, Tesla shareholders approved a trillion-dollar pay package for Musk, linking his compensation to the company's advancements in AI and robotics [4]. - Musk has defended his compensation package against criticism, pointing out the contradiction in claims of Tesla's overvaluation while questioning his stock awards [4].

证券研究报告 智能汽车主线周报： 《汽车数据出境安全指引(2026版)》印发，看好智能化 证券分析师 ：黄细里 执业证书编号：S0600520010001 联系邮箱：huangxl@dwzq.com.cn 2026年2月8日 请务必阅读正文之后的免责声明部分 核心结论 注：若无特殊说明，"本周"均代表2026.2.2-2026.2.8 2 ◼ 本周智能汽车行情复盘：我们编撰的智能汽车指数-3.3%，智能汽车指数（除特斯拉）+0.2%，智能汽车指 数（除整车）-0.1%。截至2026年2月6日，智能汽车指数PS(TTM）为14.5x，该估值位于2023年初以来 98%分位数；智能汽车指数（除特斯拉）PS(TTM）为5.7x，该估值位于2023年初以来81%分位数；智能 汽车指数（除整车）PS(TTM）为9.7x，该估值位于2023年初以来79%分位数。智能汽车指数标的禾赛、理 想汽车、星宇股份、开勒股份、小马智行涨幅前五。 （ ◼ 本周行业核心变化：1）工信部等八部门印发《汽车数据出境安全指引(2026版)》，要求汽车数据处理者应当 通过境内法人主体申报数据出境安全评估；2）Uber公布计划今年内在香港推出Ro ...

美股本周剧烈震荡，市场的裂缝越来越清楚。 本周早些时候，市场市值一度蒸发超过1.5万亿美元，逼迫交易员重新掂量几个原本被默认的前提： 美国经济还能不能撑起又一年两位数的涨幅？AI承诺的效 率提升，会不会反过来挤压一批现有公司的生存空间？散户的交易热情是否把一些本该"避险"的东西炒成了高波动品种？ 这次受冲击的不止软件股。小盘股、贵金属矿企、数字资产相关公司、专业服务公司，几乎都在同一周里露出了弱点。其中软件板块的波动最吓人，以大型科 技股为主的动量股，也出现了自疫情以来最重的一次单日下挫。 不确定性还在往外扩散。 Horizon Investments研究与量化策略主管Mike Dickson说："投资者一紧张，全球市场里那些估值和仓位被拉到最满的地方，往往最 先疼。"即便随后出现反弹，他也提醒，这类"大跌后的反抽"经常发生在压力并未解除的阶段。 Hedge Fund Telemetry LLC创始人Thomas Thornton表示： 市场到处都是坑，有些坑正在变成特定资产和板块的陷阱。 小盘股遭遇双重打击 今年年初，投资者从估值过高的科技股转向受益于经济增长回升和利率下降的公司，小盘股是主要目标。这一押注 ...

Economic Data and Earnings Reports - Key economic releases this week include delayed January jobs data, consumer inflation, and retail sales reports due to a recent government shutdown [1][3][4] - The January jobs report is expected to show fewer job additions than anticipated, despite a decrease in the unemployment rate [3] - The January CPI inflation report is anticipated to reveal steady inflation, with core inflation lower than expectations, influencing Federal Reserve rate decisions [4] Company Earnings - Cisco is set to report earnings, which may provide insights into AI infrastructure demand, with the CEO highlighting significant opportunities in this sector [5] - Consumer stocks such as Coca-Cola and McDonald's are also reporting; Coca-Cola has recently exceeded profit expectations, while McDonald's may reveal trends among affluent customers [6] - Other notable earnings reports include those from Ford, Honda, Ferrari, AstraZeneca, Moderna, and Vertex Pharmaceuticals, which will provide insights into auto sales and pharmaceutical demand [7]

他表示，针对近期用户关于老款领克 07/08 四向行车记录仪的讨论，公司和研发体系开了多次讨论会，大 家都非常重视。关于四向行车记录仪功能，研发团队前期也有过开发和测试评估，使用 360 摄像头进行 四向行车记录仪功能调用，一方面在视频显示方面清晰度无法满足技术标准，另一方面长时间的运行， 可能会导致车机卡顿、闪退等问题。 他解释，老款 07/08 因在系统设计的时候不能满足相关技术要求，在大家交车时均随车赠送了前置行车记 录仪。之后团队也曾尝试开发过相关程序，因无法通过企业内部质量验收而无法推送。 微博正文 IT之家 2 月 7 日消息，今日，领克汽车销售有限公司副总经理穆军发文回应老款领克 07/08 四向行车记录 仪争议。 他提到，公司也注意到车友自行开发了相关方案，这种探索精神令人敬佩。同时，也看到了用户自行安 装使用后出现卡顿、闪退等情况的反馈，这与公司下载安装的测试结论相似。 穆军-要上春晚版 ( 小时前 来自 OPPO Find N5 针对近期用户关于老款领克07/08四向行车记录仪的讨论,我们和研发体系开了多 次讨论会,大家都非常重视。这里我感谢用户的反馈与关注。 关于四向行车记录仪功能，我们 ...

Group 1 - The core product is the Xiaopeng GX (G01), which will be available in both extended-range and pure electric versions, targeting the high-end large SUV market [1][5] - The vehicle features a six-seat layout and is built on the new SEPA 3.0 architecture, with a design that includes a minimalist front, split headlight design, and a prominent grille for energy efficiency [1][3] - The dimensions of the Xiaopeng GX are 5265mm in length, 1999mm in width, and 1800mm in height, with a wheelbase of 3115mm, indicating a full-size SUV presence [1][3] Group 2 - The extended-range version is powered by a 1.5T engine with a maximum power of 150 horsepower, while the dual-motor system in the pure electric version can output up to 585 horsepower [5] - The vehicle is equipped with an 800V platform and features advanced technologies such as line control steering and rear-wheel steering, with a potential for L4 autonomous driving capabilities [5][8] - The Xiaopeng GX is expected to be priced above 300,000 yuan, entering a highly competitive segment with established players like Li Auto and Aito [7][8] Group 3 - The design includes a range of color options and a two-tone body, with high-end features such as hidden door handles and panoramic sunroofs to enhance its premium positioning [3][5] - The market for large SUVs in China is crowded, with various brands competing in the price range from 200,000 to 1,000,000 yuan, making differentiation crucial for Xiaopeng [7][8] - The success of the Xiaopeng GX will depend on its ability to offer tangible features and experiences that justify its high-end positioning in a competitive market [8]

Get alerts: Hasbro, Toyota Motor, Mattel, MINISO Group, and TOYO are the five Toy stocks to watch today, according to MarketBeat’s stock screener tool. “Toy stocks” is informal slang for shares that investors treat like speculative playthings rather than serious long-term investments — typically small‑cap, illiquid, or meme/penny stocks bought for quick gains or entertainment. They tend to be highly volatile and prone to price manipulation, so they carry elevated risk and usually lack the fundamental supp ...

文 | 《 次时代车研所 》栏目 张俊 又一起涉及隐藏式门把手无法打开的汽车安全事故。 这次的车企是东风奕派。根据事发视频显示，一辆东风奕派 007 起火，但后排车门无法从 外部开启只能砸窗施救，此次事故造成一人死亡、三人受伤。 网友们质疑，门把手无法开启，最终酿成惨剧。而东风奕派在官方声明中强调，这起事故发 生在 2025 年，并且称事故是车辆与货车高速碰撞后引发，但对"隐藏式门把手无法打 开"一事避而不谈。 2025 年，东风奕派品牌的月销量始终徘徊在数千辆的水平，后来为了挽救销量直接把风 神、奕派、纳米三大品牌整合，成立东风奕派科技公司。东风奕派科技总经理汪俊君曾强 调，奕派科技在安全等四大技术领域筑起了技术护城河。如今来看，东风奕派在安全上做的 还不够。 隐藏式门把手无法打开， 官方声明避重就轻？ 近日，有网友发布视频称，一辆东风奕派 007 失控撞向路边，车辆随后冒烟并起火。车主 下车后尝试打开后车门，但后排车门无法从外部开启。随后司机和另一名男子经过砸窗施 救，后排三名乘客被成功救出，但副驾乘客未能救出。该事故造成一人死亡、三人受伤。 不过，东风奕派的官方声明并未完全回应外界的质疑，网友们的质疑之 ...