And it only gets better from hereSawyer Merritt (@SawyerMerritt):Jason Cammisa on trying @Tesla FSD V14 during an hour long trip after being critical of FSD in the past:"I had to eat my shit and my words; This f**king car drove us the entire way, expertly, making lane changes whenever it wanted, with nothing dangerous. No jerks, no https://t.co/SBKKwGtpNZ ...

讓一個視汽油 為生命的老派 車評人跪下 唱征服 需要幾步？ 特斯拉 只用了一步 讓他坐進 FSD V14 的駕駛艙！ Jason Cammisa 車評界 出了名的毒舌 以前噴特斯拉 那是毫不留情 但這兩天 他在體驗完 最新版 FSD 後 當著全世界的面 說了一句髒話 「I had to eat my s**t. 」 沒錯 他承認自己 被打臉了 為什麼？ 因為在這 一個小時裡 這輛車自己換道 自己避讓 自己倒車入庫 全程絲滑得 像個開了 二十年車 的老司機 而不是一個 只會畫龍的 AI 他給出的評價 是兩個字 Beautifully Smooth 美得絲滑 這意味著 FSD 已經跨過了 一個恐怖的門檻 它不再是讓 司機緊張的 輔助工具 它已經開始征服 那些最挑剔的 專業大腦了 Robotaxi的 時代還會遠嗎？. ...

Optimus Robot Analysis - The Optimus robot's "falling" incident was likely due to a tele-operation sync error, where the human operator's actions were replicated by the robot [1] - Tesla uses tele-operation to collect data for AI training, which is a common practice in the industry [1] - The market's reaction to the Optimus incident was an overreaction, with media using it as a sensational headline [1] - The incident highlights the need for Tesla to improve its human-machine switching logic [1] Tesla's FSD and Technology Advancements - FSD V14 has reached a point where it drives smoothly like an experienced driver [2] - Tesla's Holiday Update includes a dashcam feature that overlays data like speed and gear, providing strong evidence in case of accidents [2] - Tesla is gamifying the charging experience with features like Charging Passport and badges [2] - Tesla is developing a specialized battery for the Roadster, indicating that the delay is due to waiting for advanced battery technology [2] - Tesla is expanding FSD testing in Europe, paving the way for potential software revenue growth [2] Market Expansion and Infrastructure - Tesla's sales in Japan have exceeded 10,000 units in the first 11 months of the year, achieving a 30% market share in the standard-size EV market [2] - Tesla plans to expand its supercharger network in Japan to 1,000 units by 2027 [2]

大家好我是大鱼 如果你还觉得 Tesla只是 个卖车的 那你可能正在 错过人类最大的 工业革命 就在刚刚 Optimus 展现了惊人的 「跑步模式」！ 注意 这不是快走 而是双脚同时 离地的「腾空相」 这短短几秒 意味着它从 实验室模型 正式进化为 能在工厂24 小时 轮班的「劳动力」 那些还在用遥控 做摆拍的对手 今晚估计睡不着了 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周二收盘是429.24% 全天下跌了 0.9%美元 跌幅是0.21% 成交量是 6930万股 第一部分 Optimus解锁 跑步模式 各位 如果你现在 还觉得Tesla 只是一间 卖车的公司 那你可能 真的要重新 配一副眼镜了 就在刚刚 Tesla的 机器人团队 丢出了一段 只有几秒钟 但足以让 整个科技圈 当然还有那些 一直唱衰的空头们 彻底闭嘴的影片 看到了吗？ 这不是快走 这是跑步 Optimus 它要起飞了 我们先来聊聊 为什么这个动作 这么重要 在外行眼里 可能觉得 啊不就 走得快 一点吗？ 错 大错特错 在机器人动力学 （Robot Dynamics）里 走路和跑步 是完全两个 次元的概念 这次更新的 ...

RT Tesla Owners Silicon Valley (@teslaownersSV)🚨BREAKING: Tesla is giving a FREE 30 day FSD V14 trial to about 1.5 million owners with HW4!https://t.co/WBkAiUKxZe ...

Product & Technology - Tesla is offering a free 30-day trial of FSD V14 to approximately 150万 (1.5 million) owners with HW4 [1]

Core Viewpoint - The current market has weak expectations for automotive stimulus policies and overall production and sales volume for next year, indicating a weakening of the automotive cyclical attributes. The core focus is on technology attributes and emerging growth directions [1] Group 1: Market Trends - The Guangzhou Auto Show has opened, with multiple automakers unveiling new models for 2026 [1] - GAC has launched the brand "Qijing" in collaboration with Huawei, marking the eighth brand created through partnerships between Huawei and automakers [1] - The Zun界 S800 has achieved over 18,000 pre-orders within 175 days of its launch, demonstrating rapid brand momentum [1] Group 2: Technological Developments - Companies such as XPeng, GAC, and Changan showcased self-developed robotic products during the auto show [1] - XPeng recently released its second-generation VLA large model and humanoid robot Iron, boosting market expectations [1] - The year 2026 is anticipated to be significant for new vehicle launches from Huawei, especially with the expected advancements in Tesla's FSD V14, Robotaxi, and Optimus technologies [1] Group 3: Industry Implications - The integration of automotive and robotics as core applications of physical AI is expected to catalyze a turning point in industry trends [1] - The technological attributes of automotive stocks may undergo reassessment as these advancements unfold [1]

Core Viewpoint - Companies such as Xiaopeng, GAC, and Changan showcased self-developed robotic products during the auto show, indicating a growing market expectation for advancements in automotive and robotics technology, particularly with the upcoming releases of Tesla's FSD V14, Robotaxi, and Optimus in 2026 [1] Group 1: Industry Trends - The automotive and robotics sectors are positioned as core applications of physical AI, which is expected to drive a turning point in industry trends [1] - The Robot Industry ETF (159551) tracks the Robot Index (H30590), focusing on companies involved in the research, manufacturing, and application of robotics [1] Group 2: Index Composition - The index includes publicly listed companies from various sectors such as mechanical manufacturing, electronic equipment, and information technology, emphasizing technological innovation and industrial automation trends [1] - The aim of the index is to reflect the overall development performance in the field of intelligent equipment and automation solutions [1]

Tesla Inc. (NASDAQ:TSLA) has reportedly cleared a key Robotaxi hurdle, which could help the EV giant expand into Nevada.Tesla Completes Nevada Self-CertificationThe automaker has cleared the self-certification process for its Robotaxis, which indicates that it can deploy autonomous vehicles on the roads in the state, Business Insider reported on Friday.Tesla and the Nevada DMV didn't immediately respond to Benzinga's request for comment.Commercial operations for its Robotaxi would still require Tesla to rec ...

Group 1 - The current market has weak expectations for automotive stimulus policies and total production and sales volume for next year, indicating a weakening of the automotive cyclical attributes, while technology and emerging growth directions are the core focus [1] - Xiaopeng Motors' Technology Day showcased the second-generation VLA large model, Robotaxi, and humanoid robot Iron, which boosted market expectations. By 2026, with the iteration and mass production of technologies like Tesla's FSD V14, Robotaxi, and Optimus, the automotive and robotics sectors are expected to experience a turning point in industry trends, leading to a potential revaluation of the technology attributes of automotive stocks [1] - The Hong Kong Automotive ETF (520720) tracks the Hong Kong Stock Connect Automotive Index (931239), which selects listed companies involved in vehicle manufacturing, components, and intelligent driving from the Stock Connect range. This index reflects the overall performance of listed companies related to the automotive industry and features high R&D investment and growth characteristics, with the vehicle sector accounting for over 60% of its weight, demonstrating strong market elasticity and international characteristics [1] Group 2 - The Hong Kong Automotive ETF (520720) can be traded directly through A-share accounts without the need to open a Stock Connect account, effectively addressing the pain point of ordinary investors lacking investment tools [1]