以下文章来源于每日经济新闻 ，作者每经记者 每日经济新闻 . 中国主流财经全媒体。互联网新闻信息服务许可证编号：51120190017 。 来源|每日经济新闻 记者 | 黄辛旭 编辑 | 段炼 裴健如 杜波 预热已久的"平价"特斯拉终于来了。 10月8日，特斯拉北美官网上线售价3.999万美元（约合人民币28.5万元）的新版Model Y，新车被命名为"标准版本Model Y"，起售价较此前版本 Model Y下探5000美元，降幅约11%。 图片来源：特斯拉官网 同时，特斯拉北美也同步推出售价3.699万美元（约合人民币26.4万元）的"标准版本Model 3"，比现售的"高级后驱版"Model 3便宜5500美元， 成为特斯拉目前在售最便宜的车型。 图片来源：特斯拉官网 不过，与此前车型相比，新增车型在售价下探的同时，配置也有所调整。例如，标准版本Model Y与标准版本Model 3的方向盘与外后视镜需手动调 节，且仅前排座椅支持加热。在辅助驾驶配置上，两款车型均未配备特斯拉的基础高级驾驶辅助系统——Autopilot自动辅助驾驶。新车仅搭载了交 通感知巡航控制系统，而构成"Autopilot"功能核心 ...

Market Performance - The three major U.S. stock indices opened high but closed lower, with the Dow Jones down 0.2% at 46,602.98 points, the S&P 500 down 0.38% at 6,714.59 points, and the Nasdaq down 0.67% at 22,788.36 points [1] - Notable declines included Nike dropping over 3%, Seaford down more than 2%, and Tesla falling over 4% [1] Company Updates - Tesla has launched the base versions of its Model 3 sedan and Model Y SUV, priced at $36,990 and $39,990 respectively, with an estimated range of 321 miles (approximately 516 kilometers) on a full charge [1] - The new "standard" models have reduced features compared to higher-end versions and do not include Tesla's basic Autopilot system [1] Chinese Stocks - Chinese concept stocks experienced a general decline, with the Nasdaq Golden Dragon China Index down 2.24% [1] - Specific declines included Pony.ai down nearly 8%, Century Internet down over 6%, and Qihoo 360 down over 6% [1] Gold Market - Gold prices opened higher, with COMEX gold closing above $4,000 [2] - The ongoing U.S. government shutdown continues to impact market sentiment, despite some progress reported by President Trump [2] Federal Reserve Commentary - Federal Reserve Governor Milan advocates for continued interest rate cuts to address risks of overly tight policies [3] - Milan believes there is no significant conflict between achieving "maximum employment" and "price stability," and he is optimistic about inflation prospects [3]

记者丨黎雨桐 编辑丨陈思颖 备受关注的特斯拉平价车来了。为了应对美国政府税收抵免结束的冲击，特斯拉将旗下畅销车型Model Y的标准版售价降到了4万美元以下， Model 3的标准版售价也下调。 美东时间10月7日周二美股午盘时段，特斯拉官网更新Model Y和Model 3标准版的订购信息。官网显示，Model Y的标准版目前在美国市场起 售价为3.999万美元，较此前Model Y的起售价便宜约11%。 外观方面，特斯拉取消了高端版Model Y车型前脸标志性的贯穿式灯条；同时，标准版车型也不再配备全景玻璃车顶。 随着两款新车发布，特斯拉股价尾盘跳水，最终收跌4.45%，市值蒸发650亿美元（约合人民币4630亿元）。 | （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） | SFC | | | --- | --- | --- | | 2 1财经客户端 | 出品 | 南财快讯工作室 | | 21君荐读 | | | | 国内金饰克价突破1150元，现货黄金突破3970美元 | 2025年诺贝尔物理学奖揭晓，三位科学家平分836万元 | | 21 SFC 悦 读 · 智能 权 威 . 凸 ...

Group 1 - Tesla is disbanding its Dojo supercomputer team, with the project leader Peter Bannon set to leave, marking a significant shift in the company's internal chip development efforts for autonomous driving technology [1] - Approximately 20 employees from the Dojo team have already transitioned to the newly established DensityAI company, while remaining personnel will be reassigned to other data centers and computing projects within Tesla [1] - Tesla plans to increase reliance on external technology partners, including Nvidia and AMD for computing resources, and has chosen Samsung to handle chip manufacturing [1] Group 2 - DensityAI, the company founded by former Dojo head Ganesh Venkataraman and ex-Tesla employees, is focused on developing chips, hardware, and software for AI data centers, with applications in robotics, AI agents, and automotive sectors [2] - Tesla is facing a talent exodus, with key personnel leaving amid increasing market competition, declining sales, and consumer backlash against CEO Elon Musk's political activities [3] - A recent $16.5 billion agreement with Samsung aims to secure AI chip supply through 2033, with plans for Samsung to produce Tesla's next-generation AI6 chips in Texas, establishing a second supply chain outside of TSMC [3] Group 3 - Elon Musk hinted at a strategic shift during Tesla's latest quarterly earnings call, suggesting a potential integration of in-house technology with partner solutions [3] - Musk indicated that the company is pursuing both Nvidia and Dojo paths simultaneously, describing Dojo as a high-risk, high-reward long-term bet with uncertain success probability but significant potential returns [3]

Group 1 - Elon Musk announced that Tesla and xAI will continue to purchase chips from Nvidia and AMD, and plans to build a facility with 1 million GPUs outside of Memphis [1] - xAI has already installed 200,000 GPUs at its Colossus factory in Memphis, but the exact number of chips ordered remains unspecified [1] - Musk predicts that AI will soon face power supply issues, with significant power shortages expected by mid-2026 as the industry scales up [1] Group 2 - Musk previously arranged for Nvidia to prioritize GPU shipments to xAI, allowing it to receive chips ahead of Tesla [2] - The Dojo supercomputer in Buffalo, New York, is being used for training Tesla's Autopilot and Optimus robot systems [2] - Musk plans to remain CEO of Tesla for the next five years, alleviating investor concerns about his focus on the company [2]

Core Viewpoint - Tesla's Full Self-Driving (FSD) has made a significant entry into the Chinese market, marking an important step in the development of autonomous driving in the region, despite the current limitations compared to the U.S. version [2][3][6]. Group 1: FSD Launch in China - On February 25, Tesla unexpectedly upgraded the FSD for some Chinese customers who had previously paid 64,000 yuan for the feature, allowing them to use city road Autopilot [2]. - The definition of FSD on Tesla's website was changed from "fully autonomous driving" to "autonomous driving assistance package," indicating that the full capabilities seen in the U.S. are not yet available in China [2][3]. - The launch has generated significant excitement among users, with many sharing videos of FSD in action on social media platforms [3]. Group 2: Industry Impact and Competition - The introduction of FSD in China has intensified discussions within the autonomous driving industry, with competitors like XPeng Motors expressing eagerness to compare their technologies against Tesla's [4][3]. - XPeng's chairman has indicated a desire to compete directly with Tesla's FSD, suggesting a heightened competitive landscape for high-level autonomous driving in China [4]. Group 3: Challenges and Future Prospects - Despite the excitement, the current performance of FSD in China has faced criticism, particularly regarding adherence to traffic rules [11]. - Tesla's FSD rollout in China is expected to take time to reach the performance levels seen in North America, with estimates suggesting it could take two to three quarters [11][12]. - The company has faced regulatory challenges, including restrictions on data transfer and training, which have complicated the deployment of FSD in China [6][8]. Group 4: Data and Technology Considerations - Tesla has established a local data center in Shanghai to comply with Chinese regulations, but the limitations on data export and the inability to use certain hardware for training present significant hurdles [8][9]. - The company is expected to invest heavily in data collection and processing to enhance the performance of FSD in the Chinese market [12]. Group 5: Broader Industry Implications - The entry of Tesla's FSD is likely to disrupt the existing market, forcing other automakers to adapt or risk falling behind [13]. - Companies that provide data annotation and core components for autonomous driving are expected to benefit from Tesla's local operations [13]. - The competitive pressure from Tesla may drive other manufacturers to enhance their own autonomous driving technologies, leading to a more dynamic market environment [14].