Core Viewpoint - The National Highway Traffic Safety Administration (NHTSA) is investigating 2.88 million Tesla vehicles equipped with the "Full Self-Driving" (FSD) system due to over 50 reports of traffic safety violations and accidents [1][3]. Group 1: Investigation Details - The NHTSA claims that the FSD system has led to behaviors that violate traffic safety regulations, including running red lights and making illegal lane changes [3]. - Currently, the NHTSA is reviewing 58 reports related to the FSD system, which include 14 accidents resulting in 23 injuries [3]. - Reports of 6 accidents indicate that Tesla vehicles with the FSD system entered intersections while the traffic light was red, colliding with other vehicles [5]. Group 2: Tesla's Response and Software Update - Tesla has not yet responded to the investigation but has updated its related software this week [6]. Group 3: Potential Outcomes of the Investigation - The ongoing investigation is a preliminary assessment, and if the NHTSA determines that the vehicles pose "unreasonable safety risks," a recall may be required [8]. - The NHTSA will also examine the performance of the FSD system near railway crossings [8]. Group 4: Previous Investigations - In October 2024, the NHTSA conducted a similar investigation involving approximately 2.4 million Tesla vehicles with the FSD system, prompted by four collision incidents under low visibility conditions [10]. - According to Tesla's official website, the FSD system is designed to perform driving tasks intelligently and accurately under driver supervision, including navigation, steering, lane changes, and parking, although the current functionalities still require human monitoring [10].

Industry News - The Ministry of Industry and Information Technology and two other departments announced adjustments to the technical requirements for energy-saving and new energy vehicles eligible for vehicle and vessel tax benefits [2] - The "Ningdian into Hunan" project has been fully completed and is now operational, with a power transmission capacity of 8 million kilowatts, significantly enhancing the energy distribution capabilities of Ningxia [2] - A new 10-kilovolt direct charging system has been developed, achieving a charging speed of 1 kilometer in just 1 second, marking a significant advancement in charging technology [6] - China Resources Recycling Group completed its first batch of waste vehicle recycling, focusing on high-value reuse of components [6] Corporate News - China Electric Power Construction Group announced a contract worth approximately 11.719 billion yuan for solar power projects in Saudi Arabia [8] - The first specialized offshore wind power mother port in eastern Guangdong has officially opened, with significant capacity already in operation and more planned [8] - The Lin Dian 600,000-kilowatt wind-solar project has reached a critical milestone with the completion of its 220-kilovolt booster station, paving the way for full-capacity grid connection [8]

Group 1 - Major U.S. stock index futures are showing slight increases, with Dow futures up 0.14%, S&P 500 futures up 0.13%, and Nasdaq futures up 0.16% [1] - Chinese concept stocks are mixed in pre-market trading, with Alibaba down 2.31%, Pinduoduo down 1.34%, JD.com down 0.32%, Ctrip up 2.80%, Baidu down 2.57%, and Li Auto up 0.47% [1] - Stellantis shares rose 3.4% after reporting a 13% year-on-year increase in global deliveries to 1.3 million units in Q3, with North American deliveries up 35% to 403,000 units [1] Group 2 - Spot silver prices have risen nearly 4% to over $51 per ounce [2] - Google is tightening its remote work policy, which may impact employee work-from-anywhere allowances, leading to a 0.2% increase in its stock price [2] - Intel shares increased by 2.1% following the announcement of its first 1.8nm process chip, which boasts a 50% performance improvement at the same power level compared to its predecessor [2] Group 3 - Qualcomm is under investigation for allegedly violating antitrust laws related to its acquisition of Autotalks, resulting in a drop of over 3% in its stock price [2] - The U.S. is investigating 2.88 million Tesla vehicles equipped with "full self-driving" systems due to safety violation reports, causing Tesla's stock to decline by 0.3% [3] Group 4 - Bernstein has lowered its target price for Ferrari from $554 to $475 [4]

Core Viewpoint - The National Highway Traffic Safety Administration (NHTSA) is investigating 2.88 million Tesla vehicles equipped with the "Full Self-Driving" (FSD) system due to over 50 reports of traffic safety violations and accidents [3][4]. Group 1: Investigation Details - The NHTSA has identified that the FSD system has led to behaviors violating traffic safety regulations, including running red lights and making illegal lane changes [3]. - Currently, the NHTSA is reviewing 58 reports related to the FSD system, which include 14 accidents resulting in 23 injuries [3]. - Six accident reports indicate that Tesla vehicles using the FSD system entered intersections while the light was red, colliding with other vehicles, with four of these incidents causing injuries [3]. Group 2: Tesla's Response and Software Update - Tesla has not yet responded to the investigation but has updated its software this week [4]. - The ongoing investigation is described as a preliminary assessment, and if the NHTSA determines that the vehicles pose "unreasonable safety risks," a recall may be mandated [4]. Group 3: Additional Safety Concerns - The NHTSA will also examine the performance of the FSD system near railway crossings, following concerns raised by Senator Richard Blumenthal regarding an increase in near-collision incidents [5]. - A similar investigation was conducted in October 2024 on approximately 2.4 million Tesla vehicles with the FSD system due to four collision incidents occurring under low visibility conditions [5]. - According to Tesla's official website, the FSD system is designed to perform driving tasks intelligently and accurately under driver supervision, including navigation, steering, lane changes, and parking, but still requires human monitoring for currently enabled features [5].

Group 1: Investigation on Tesla's Full Self-Driving System - The National Highway Traffic Safety Administration (NHTSA) is investigating 2.88 million Tesla vehicles equipped with the "Full Self-Driving" system due to over 50 reports of traffic safety violations and accidents [2] - The investigation includes 58 reports, with 14 accidents resulting in 23 injuries, highlighting incidents where Tesla vehicles ran red lights and collided with other vehicles [2][3] - Complaints from owners indicate that the "Full Self-Driving" system failed to accurately recognize traffic signals or did not stop completely at red lights, with Tesla reportedly not acknowledging these issues [2][3] Group 2: Electronic Door Handle Issues - NHTSA is also investigating approximately 174,000 Tesla vehicles, specifically the 2021 Model Y, for potential issues with electronic door handles that may fail to operate, leading to safety concerns [3][5] - Initial findings suggest that low battery voltage could be a reason for the malfunction, with reports of owners being locked out of their vehicles due to this issue [5][7] - The investigation will assess the reliability of the power supply for the door locks, as the manual override for the electronic locks may not be easily accessible to trapped individuals [5][7] Group 3: New Model Launch and Market Strategy - On October 7, Tesla announced the launch of two lower-priced models, the "Standard Version Model Y" and "Standard Version Model 3," priced at $39,990 and $36,990 respectively, to counteract declining sales and market share [7][8] - Despite a price reduction of about $5,000 compared to previous versions, the new models are still above the market expectation of $30,000, and the expiration of the $7,500 tax credit for electric vehicles may impact sales [8] - Analysts express skepticism regarding whether the new models, which have seen some configuration and material quality reductions, will effectively boost Tesla's sales [8]

Core Points - The National Highway Traffic Safety Administration (NHTSA) has initiated an investigation into 2.88 million Tesla vehicles equipped with the "Full Self-Driving" (FSD) system due to over 50 reports of traffic safety violations and accidents [1][2] - The investigation focuses on 58 reports, including 14 accidents that resulted in 23 injuries, with specific incidents involving FSD vehicles running red lights and colliding with other vehicles [1][2] Group 1 - The NHTSA's investigation is prompted by reports of FSD vehicles engaging in unsafe behaviors, such as running red lights and making illegal lane changes [1] - Six accident reports indicate that FSD vehicles entered intersections while the light was red, with four of these incidents resulting in injuries [1] - Complaints from owners highlight that the FSD system failed to accurately recognize traffic signals or did not stop completely at red lights, with Tesla reportedly not acknowledging these issues [1] Group 2 - Tesla has not yet responded to the investigation but has updated related software this week [2] - The current investigation is a preliminary assessment, and if the NHTSA finds unreasonable safety risks, it may lead to a recall of the vehicles [2] - The NHTSA will also evaluate the performance of the FSD system near railway crossings, following concerns raised by Senator Richard Blumenthal regarding increased near-collision incidents [2]

图片来源：Eric Gay—AP Photo 早在2019年，埃隆·马斯克（Elon Musk）便承诺特斯拉自动驾驶出租车将于"次年"上路，然而此承诺未 能兑现；一年后，他再度许诺次年推出，可依旧未能兑现。 尽管屡屡许下空头承诺，他仍在继续画饼。去年1月，马斯克宣称"明年必定能推出超百万辆自动驾驶出 租车"。 要是仅有10辆或12辆，你能接受吗？ 马斯克似乎即将实现其自动驾驶出租车愿景，上周日，一支规模较小的自动驾驶出租车车队在得州奥斯 汀启动试运营。不过，达到百万辆规模可能需要一年或更长时间，但若奥斯汀的演示成功，这位亿万富 翁今年理应能够拓展服务版图。 此事风险极高，挑战也同样艰巨。 当马斯克仍不断抛出"明年"实现目标的承诺时，竞争对手Waymo已另辟蹊径，凭借不同技术路线在洛杉 矶、圣迭戈、奥斯汀等城市布局自动驾驶出租车业务，该技术助力其更快抢占市场，近日刚完成第1000 万次付费乘车服务。 多年来，特斯拉股东始终力挺马斯克，因为他逆势而上，成功打造了一家独立的电动汽车公司（暂且不 论自动驾驶汽车相关承诺），且在此过程中为股东带来了可观的收益。十年前，特斯拉股价约为18美 元。上周五收盘时，股价为322 ...

特斯拉CEO埃隆·马斯克：今年底之前，完全自动驾驶系统将实现个人使用的无监督模式。 ...