Tesla 第一台 Cybercab 真的從 Giga Texas 生產線上 下來了！ 這不是原型 這是真正的 生產驗證車！ 馬斯克前幾 天還在 X 上 硬氣說 四月準時量產 現在呢？ 第一台 已經落地 社群直接炸了！ 這不是秀肌肉 是在小步試跑 調整流程 Cybercab 用革命性的 unboxed生產法 零件平行組裝 最後才總拼 工廠占地砍一半 成本直接腰斬 速度也跟著起飛！ 目標是一台車 不到 10 秒下線 比 Model Y的 34 秒快好幾倍 未來甚至 衝到 5 秒一台！ Musk 說過 一旦玩轉 年產幾百萬輛 Robotaxi不是夢 但他也超誠實 初期 ramp 會超痛苦 像 S 曲線 前慢後爆 所以別急 第一台只是開頭 真正連續 生產四月開始 Musk 這波操作 真的要讓 所有人都 閉嘴了嗎？. ...

Core Insights - The global electric vehicle (EV) market is experiencing a downturn, with sales declining by 3% year-over-year in January, influenced by policy changes in the US and China [1][2] - In North America and China, EV sales fell significantly, with a 33% drop in North America and a 20% decline in China [1] Industry Overview - The removal of the $7,500 tax credit for new EVs in the US has led to a sharp decline in sales, prompting warnings from industry leaders about a challenging period ahead [2] - In China, EVs represented about 50% of total vehicle sales last year, but recent government policy changes, including the end of a key tax exemption, are creating hurdles for manufacturers [5] Company-Specific Challenges - Tesla's sales in China fell below 20,000 units in January, marking its lowest sales figure since late 2022, amidst increasing competition from local brands [7] - The lack of new product launches since the Model Y in 2021 has left Tesla vulnerable, with its Model Y outsold by Xiaomi's YU7 in January [8] - BYD has overtaken Tesla as the largest seller of battery-powered vehicles globally, although it also faced a 30% sales decline in January [9] Regional Performance - Tesla's performance in Europe is struggling, with a 42% drop in registrations in France and only 82 cars sold in Norway, while BYD sold four times as many cars as Tesla in the UK [10][9] - Despite a 25% increase in overall EV sales in Europe, Tesla's challenges in key markets hinder its recovery efforts [13] Financial Implications - The Detroit "big three" automakers have reported over $50 billion in charges related to their EV businesses, indicating a broader industry shift towards gas-powered and hybrid vehicles [15] - In January, only 90,000 electric vehicles were sold in North America, reflecting the ongoing struggles within the market [15] Strategic Shifts - Tesla is pivoting away from traditional automotive production, with plans to discontinue the Model X and S to focus on developing its Optimus humanoid robot and future autonomous vehicles [16][17]

1.【特斯拉无人驾驶出租车运营8个月内发生14起事故】据特斯拉向美国监管机构提交的报告显示，该公 司无人驾驶出租车在奥斯汀投入运营8个月内上报了14起碰撞事故，事故类型包括财产损失、轻微受伤及 人员住院。特斯拉尚未披露目前在奥斯汀投放的无人驾驶出租车车队规模，但计划在年中前将服务拓展 至约另外7座城市。首起事故发生在去年7月，公司当时上报仅造成财产损失。但特斯拉在12月就该起事 故提交了补充报告，新增信息显示事故造成了轻微受伤与人员住院。另一起同样发生在7月的事故也导致 轻微受伤。特斯拉最新报告显示，1月上报了去年12月与今年1月发生的5起新事故。其中1月的一起事故 为一辆静止的无人驾驶出租车与奥斯汀市公交车相撞；另有两起事故是无人驾驶出租车在停车场倒车时 撞上物体。（新浪科技） 2.【黑石、EQT和CVC对大众Everllence部门提出收购要约】英国金融时报周三援引知情人士的话报道 称，大众汽车吸引了包括黑石 、EQT和CVC在内的顶级私募股权基金竞购其Everllence部门。报道还称， 大众汽车的Everllence部门生产船用发动机和热泵，潜在买家对该部门的估值在50亿欧元(59.2 亿美元) 到 ...

Core Insights - China has introduced new nationwide regulations to regulate pricing in the auto industry, aiming to restore fair competition and support sustainable market development [1] - The guidelines from the State Administration for Market Regulation (SAMR) require transparent price marking, stronger internal compliance, and industry self-discipline [1] Industry Performance - Data from the China Association of Automobile Manufacturers (CAAM) indicates that domestic deliveries in January fell by 16% to 1.7 million units, while exports increased by 45% to 681,000 units [2] - The decline in domestic sales is attributed to reduced vehicle sales incentives in early 2026 [2] Market Challenges - The new regulations address financial strain and poor market conduct in the auto sector, where aggressive discounting has severely impacted profitability, particularly for dealers [3] - Over half of dealers reported being loss-making in the first half of 2025 due to oversupply and weaker demand [3] Regulatory Impact - SAMR's guidelines are seen as a significant policy response to concerns over price wars that have harmed profitability and market order [4] - The new rules will increase compliance demands, requiring stronger internal pricing controls and clearer labeling, which may raise administrative costs for smaller firms and dealerships [4] Industry Response - Major automakers, including BYD, Xpeng, Great Wall Motor, Chery, and BAIC, have pledged support for the new guidelines [4] - BYD has committed to enhancing internal pricing controls and eliminating unfair practices, while Xiaomi EV has also affirmed its commitment to pricing transparency and compliance [4]

Elon Musk after watching the first Cybercab come off the production line https://t.co/0hm4NfSr0k ...

Thanks to Elon Musk companies, the future is exciting.https://t.co/oViuLEe9sE ...

Tesla Inc.’s robotaxis have been involved in over a dozen crashes in Austin since service began, according to reports the carmaker has made to regulators.The electric vehicle maker has said its nascent robotaxi business has been involved in 14 crash incidents in about eight months, according to data sent to the National Highway Traffic Safety Administration. A federal order requires carmakers to report when automated driving systems are involved in certain crashes. Tesla launched its limited robotaxi servic ...

Core Insights - Volkswagen has received bids from leading private equity firms such as Blackstone, EQT, and CVC for its Everllence division, indicating strong interest in the asset from major investment players [1] Group 1 - The involvement of top private equity funds suggests a competitive bidding environment for Volkswagen's Everllence division [1] - The Financial Times reported this development, highlighting the significance of the interest from these firms [1]

Equity benchmark indices Sensex and Nifty began the trade on a negative territory on Wednesday (February 18, 2026), tracking losses in IT and Services stocks in a volatile session. After a bearish start, the 30-share BSE Sensex further declined 247.92 points, or 0.30%, to 83,203.04. The 50-share NSE Nifty dropped 70.25 points, or 0.27%, to 25,655.15. Among the Sensex constituents, Infosys, Tech Mahindra, Adani Ports, HCL Technologies, Tata Consultancy Services, Eternal, Maruti Suzuki India, Asian Paints, Tr ...

Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, with its technology posing a threat to competitors [4] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8] Market Opportunity - The AI ecosystem is expected to reshape business, government, and consumer operations globally, indicating a vast market opportunity [2] - The potential for AI to unlock trillions in value suggests that investors should closely monitor developments in this sector [3] - The narrative surrounding AI investments is gaining traction, with a focus on identifying key players that could lead the charge in this technological revolution [6]