就在服务启动前夕，德州州长格雷格·阿博特签署法案，要求自动驾驶车辆必须获得运营许可。此举使 得特斯拉面临抉择：要么继续推进可能需在9月1日前终止的运营计划，要么暂缓实施。 新法规要求自动驾驶运营商在无人驾驶车辆上路前必须获得德州机动车管理局批准，并授权州政府可在 认定自动驾驶车辆危害公共安全时撤销许可。 上周，韦德布什证券公司分析师丹·艾夫斯重申，该公司预估单就人工智能和自动驾驶领域就将为特斯 拉创造至少1万亿美元的市场价值。 智通财经APP获悉，特斯拉(TSLA.US)在德克萨斯州奥斯汀推出限量版自动驾驶出租车服务，标志着该 公司成为自动驾驶领域领导者的目标取得重要进展。社交媒体账号已发布这些自动驾驶车辆上路行驶的 图片。 值得注意的是，首批投放的车辆受到严格控制且仅限受邀用户使用，主要面向精选的特斯拉爱好者、投 资者和社交媒体意见领袖。 该服务将搭载特斯拉最新版全自动驾驶(FSD)软件的Model Y车型。这些车辆采用基于摄像头并由人工 智能驱动的传感器系统，与多数使用激光雷达和雷达等额外传感器的竞争对手形成差异。 尽管早前承诺过实现完全无人驾驶，特斯拉在初期运营阶段仍选择在前排乘客座位配备安全员或公司员 ...

Core Insights - Tesla is set to launch its autonomous taxi service in Austin, Texas, in June, which is expected to impact short-term profitability and investor confidence [1] - CEO Elon Musk revealed a phased expansion plan, starting with 10 to 20 fully autonomous Model Y vehicles, aiming to scale to "millions" by the end of 2026 [1] - Approximately 300 test operators have been deployed in Austin to ensure service stability, with some transitioning to remote monitoring roles [1] Expansion Plans - Tesla plans to expand its service to other U.S. cities by the end of the year and introduce a sharing model similar to Airbnb, allowing private car owners to join the autonomous taxi network [2] - Analysts from ARK Invest estimate that Tesla could achieve an operational scale of around 100,000 vehicles by the end of the year, with the Austin launch serving as a critical test for commercial viability [2] Competitive Landscape - If Tesla accelerates its rollout as planned, its autonomous taxi business could quickly catch up to industry leader Waymo [2] - The early operational phase may face scrutiny over safety incidents, necessitating ongoing observation of technology reliability [2] Strategic Vision - Tesla aims to reshape the mobility economy through its autonomous taxi service, balancing technology maturity, operational efficiency, and public acceptance in the short term [2] - The vision of a "million-vehicle fleet" is transitioning from concept to reality, with the Austin streets serving as a key testing ground for Tesla's AI capabilities [2]