大家好我是大鱼 FSD的游戏规则 一夜之间变了 澳洲（口误）上线 只是信号 全球惩罚减半 才是关键 这意味着 自动驾驶的门槛 正在迅速降低 而特斯拉的野心 远比帐面上的 全球扩张 更加庞大 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周三收盘是425.86% 全天上涨了 4.24%美元 涨幅是1.01% 第一部分 FSD澳洲上线 特斯拉的 FSD (Supervised) 终于正式冲出 北美大陆 在澳洲和 纽西兰 向公众推出！ 这不是小范围测试 而是全面开放！ 所有HW4 的 Model 3 和Y 车主 现在就能透过 OTA 更新 马上拥有FSD 这一步棋 绝对是FSD 全球化布局 的里程碑 更有意思的是 为了配合 这次大动作 特斯拉还悄悄地 在全球范围内 给所有FSD 司机松了绑 以前犯错一次 要被禁闭七天 现在呢？ 只要三天半！ 这背后到底 是什么盘算？ 好我们来把 这两件大事 串起来看 首先 澳洲和纽西兰 的FSD上线 绝对是个 重磅消息 除了可以 一次性买断 特斯拉还准备 推出每月149澳币 的订阅制 这大大降低了 体验门槛 这是对FSD 技术 特别是V14 的极度自信 把一个 ...

Market Expansion - Tesla's FSD (Supervised) is launching in Australia [1] - FSD (Supervised) is now available on 2 continents [1] Product & Pricing - FSD (Supervised) purchase price is $10,100 in Australia [1] - Subscription pricing for FSD (Supervised) in Australia is to be determined (TBD) [1] Vehicle Compatibility - HW4 Model 3/Y will be the first to receive FSD (Supervised) in Australia [1] - Staged rollout of FSD (Supervised) in Australia [1]

Product Launch - Tesla is set to launch FSD (Supervised) in Australia on August 29 [1] - The rollout will likely be HW4-only initially [1] - This marks the first FSD rollout in a Right Hand Drive (RHD) country [1] Technology - The FSD (Supervised) system will be running on V13 [1] Stock Information - The report mentions Tesla's stock ticker: $TSLA [1]

Market Trends & Industry Dynamics - Tesla has begun testing FSD (Supervised) in Japan, a market known for its complex traffic conditions, signaling a potential breakthrough in autonomous driving technology in challenging environments [1] - The deployment of FSD in new countries allows Tesla's neural network to absorb local driving data, enhancing its intelligence and adaptability to diverse driving cultures and scenarios [1] - Ark Invest's analysis suggests Tesla is poised to surpass Waymo in the Robotaxi sector, outlining Tesla's development roadmap with a focus on production capacity and cost efficiency [1] Investment Opportunities & Competitive Advantages - Tesla's vertical integration provides a significant advantage in scaling Robotaxi fleets, with potential Cybercab production reaching 2 million to 4 million units annually [1] - Tesla's estimated Cybercab cost is projected to be below $0.2 per mile, significantly lower than Waymo's sixth-generation vehicle cost, driven by dedicated design and a pure vision approach [1] - Tesla's FSD fleet collects 40 times more real-world driving data daily than Waymo, with a potential increase to 900 times more when considering all Tesla vehicles using shadow mode, enhancing the AI's generalization capabilities [1] Potential Risks & Challenges - Regulatory approvals in regions like Japan, New York, and California could pose challenges to Tesla's Robotaxi expansion [1] - The Verge raises concerns about regulatory scrutiny regarding Tesla's FSD deployment in Japan, highlighting the strictness of Japanese government approvals for autonomous driving [1]

🚨 Tesla begins testing FSD (Supervised) in Japan! 🇯🇵Employees are first to try it, with plans to roll out via software update to existing cars. $TSLAhttps://t.co/gbDycxi1ff ...

Regulatory Approval - Tesla is awaiting regulatory approval to launch FSD (Supervised) in Thailand [1] Company Focus - Tesla's expansion plans include introducing FSD (Supervised) in the Thailand market [1]

Tesla just dropped its first-ever video of FSD (Supervised) testing on the streets of London 🇬🇧 $TSLAhttps://t.co/Bc5CiauVrp ...

Core Viewpoint - Tesla's second-quarter financial results showed a significant decline in both revenue and profit, with the automotive segment experiencing a double-digit drop, while the energy business shifted from growth to decline due to tariff impacts [1][2][14]. Financial Performance - Revenue: Tesla reported second-quarter revenue of $22.5 billion, a year-over-year decrease of 12%, slightly below analyst expectations of $22.64 billion [7][14]. - EPS: The adjusted EPS for the second quarter was $0.40, down 23% year-over-year, also below the expected $0.42 [8][14]. - Operating Profit: The operating profit was $923 million, a 42% decline year-over-year, again missing the forecast of $1.23 billion [8][14]. - Net Profit: Adjusted net profit was $1.393 billion, down 23% year-over-year, with a profit margin of 4.1% [9][14]. - Free Cash Flow: Free cash flow fell dramatically by 89% to $146 million, significantly lower than the expected $760 million [11][14]. Segment Performance - Automotive Revenue: The automotive segment generated $16.661 billion, a 16% decline year-over-year, with a gross margin of 15% [11][19]. - Energy Revenue: Energy generation and storage revenue was $2.789 billion, down 7% year-over-year, following a 67% increase in the previous quarter [12][19]. - Services and Other Revenue: This segment saw a 17% increase to $3.046 billion, attributed to the growth of the Supercharger network [20]. Strategic Outlook - New Vehicle Launches: Tesla reiterated plans to launch new vehicles, including a lower-priced model and the Cybercab, with production expected to start in 2026 [21][20]. - Transition to AI and Robotics: The company is positioning itself as a leader in AI and robotics, with plans to expand Robotaxi services and enhance autonomous driving capabilities [21][22]. - Impact of Tariffs and Policies: Tesla's management highlighted the adverse effects of tariff policies and the expiration of electric vehicle tax credits on demand, estimating a cost impact of approximately $300 million [2][25].

RT Sawyer Merritt (@SawyerMerritt)Here are all the promotions @Tesla is currently running in the US:Cybertruck:• 0% APR financing for customers who take delivery of a new Cybertruck by September 30th and transfer FSD (for free) from their current Tesla to the Cybertruck.• 0% APR financing with the purchase of FSD (Supervised)• Free 20" Cyber Wheel Upgrade (With All-Terrain Tires) ($3,500 Value). Available for inventory lease orders only.• $1,000 off for American military members, first responders, teachers ...

Technology & Automotive Industry - Tesla planned to release FSD (Supervised) in Australia in May 2025 [1] - Tesla intended a global wide-release of FSD (Supervised) and simultaneously launching Unsupervised in The United States [1] - UNECE's actions prevented Tesla's planned FSD release [1]