车东西8月7日消息，据路透社报道，日前，特斯拉股东发起集体诉讼，指控CEO马斯克和几位现任和前任领导人其在奥斯汀推出的无人出租 车（Robotaxi）存在证券欺诈。 路透社报道马斯克被起诉 该诉讼强调，特斯拉及其高管作出了重大虚假和误导性陈述，一再夸大自动驾驶技术的有效性，特别是无人出租车的安全性，及其对特斯拉的 财务前景，从而抬高公司的股价。 本次诉讼由特斯拉股东丹尼斯·莫兰领导，于当地时间周一在奥斯汀联邦法院提起。特斯拉股东试图让特斯拉就其在2023年4月19日至2025年6 月22日期间的表现，对股东进行赔偿。 被起诉的特斯拉高管除了马斯克外，首席财务官Viabhav Taneja和他的前任Zachary Kirkhorn也是被告。 对于这项指控，马斯克迅速在社交平台X上回应，他将矛头直指发起集体诉讼的律师，称："为了从判决中分一杯羹而行骗的集体诉讼律师， 是最坏的人。" 马斯克回应被起诉 01.FSD将迎来重大更新，或9月对外发布 就在昨天，埃隆·马斯克在X上说，特斯拉正在培训一个升级的全自动驾驶（FSD）模型，该模型参数量可能是现有模型的10倍，视频压缩性能 也会得到改进。马斯克预告说，全新模型可能 ...

特斯拉FSD将迎来重大更新，或9月发布。 作者 | 郭月 编辑 | 志豪 车东西8月7日消息，据路透社报道，日前， 特斯拉股东发起集体诉讼，指控CEO马斯克和几位现任和前任领导人其在奥斯汀推出的无人出租 车（Robotaxi）存在证券欺诈。 ▲路透社报道马斯克被起诉 该诉讼强调，特斯拉及其高管作出了重大虚假和误导性陈述， 一再夸大自动驾驶技术的有效性，特别是无人出租车的安全性，及其对特斯拉 的财务前景，从而抬高公司的股价。 本次诉讼由特斯拉股东丹尼斯·莫兰领导，于当地时间周一在奥斯汀联邦法院提起。特斯拉股东试图让特斯拉就其在2023年4月19日至2025年6 月22日期间的表现，对股东进行赔偿。 被起诉的特斯拉高管除了马斯克外，首席财务官Viabhav Taneja和他的前任Zachary Kirkhorn也是被告。 对于这项指控，马斯克迅速在社交平台X上回应，他将矛头直指发起集体诉讼的律师，称： "为了从判决中分一杯羹而行骗的集体诉讼律师， 是最坏的人。" ▲马斯克回应被起诉 01. FSD将迎来重大更新 或9月对外发布 就在昨天，埃隆·马斯克在X上说， 特斯拉正在培训一个升级的全自动驾驶（FSD）模型，该 ...

Tesla Q2 2025 Earnings Call Summary Company Overview - **Company**: Tesla - **Date**: Q2 2025 Earnings Call Key Points Production and Sales Performance - In Q2 2025, Tesla's production was 410,000 units, remaining flat year-over-year, while sales decreased by 13.5% to 384,000 units [2][5] - Deliveries in key markets saw significant declines: China down 26%, the US down 18.35%, and Europe down 31.6%, with Europe experiencing the most severe drop [2][7] - The decline in sales is attributed to decreased competitiveness of Model 3 and Model Y, alongside political factors affecting the European market [2][8] Revenue and Financial Outlook - Q2 revenue is expected to decline by approximately 15% year-over-year if prices remain unchanged [2][9] - The energy business contributes about 10% to Tesla's overall revenue, with a projected growth of over 50% in deployment volume for the year, despite potential demand suppression due to tariffs [2][11] AI and Robotaxi Developments - Tesla is testing its robotaxi service in Austin, with initial rides priced at $4.2 per trip, using a modified Model Y platform [2][12] - The robotaxi project faces challenges in data collection and regulatory submissions, with commercial data expected in 1-2 years [2][16] - The Optimus robot project is facing hardware and software issues, with production targets of 5,000 to 10,000 units for 2025, but only 1,000 units produced by the end of Q2 [2][18] Market Position and Competitive Landscape - Tesla's core business segments include automotive (80% of revenue), energy (10%), and services/other (10%) [2][4] - The average cost of the Model Y is approximately 250,000 RMB, which is not competitive compared to rivals [2][14] - The robotaxi's operational area is limited compared to competitors like Vivo and萝卜快跑, which have achieved profitability [2][16] Future Product Launches - The launch of a more affordable Model 2 or Model Q is critical for Tesla's valuation, but cost reduction challenges remain significant [2][20][21] - A 6-seat version of the Model Y is expected to be released in Q3 2025, with further details pending [2][22] Important Considerations - Monitoring of automotive gross margins, energy deployment volumes, and the progress of AI initiatives like Robotaxi and Optimus is essential for assessing Tesla's future performance [2][19] - The impact of tariffs on energy business margins and the overall cost structure will be crucial in the upcoming quarters [2][11] Conclusion Tesla's Q2 2025 performance reflects significant challenges in sales and production, particularly in key markets. The company's focus on AI and energy solutions presents both opportunities and hurdles, with future product launches being pivotal for its market position.